> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tablixhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charts

> 26 chart types, an auto-recommendation engine, full customization, and AI-generated charts.

Tablix has a full charting engine with a dedicated chart editor, a wide range of chart types, and AI-assisted chart creation.

## Creating a Chart

<Steps>
  <Step title="Select data">
    Select a data range on the sheet.
  </Step>

  <Step title="Open the editor">
    Open the **Chart editor** from the toolbar or right-click menu.
  </Step>

  <Step title="Pick a type">
    Choose a chart type, confirm your data series, and customize its appearance.
  </Step>

  <Step title="Add to sheet">
    Click **Add to Sheet**.
  </Step>
</Steps>

The editor has three tabs: **Setup** (chart type), **Data** (labels/series/aggregation), and **Customize** (legend, colors, fonts, axes).

## Chart Types

<Tabs>
  <Tab title="Line & Area">
    Line, Smooth Line, Area, Stacked Area, 100% Stacked Area
  </Tab>

  <Tab title="Column & Bar">
    Column, Bar, Combo, Histogram, Stacked Column, Stacked Bar, 100% Stacked Column, 100% Stacked Bar
  </Tab>

  <Tab title="Pie & Distribution">
    Pie, Doughnut, Sunburst, Treemap
  </Tab>

  <Tab title="Maps">
    Geo Map (choropleth-style, auto-detected when your label column contains recognizable country names)
  </Tab>

  <Tab title="Statistical & Other">
    Scatter, Heatmap, Bubble, Radar, Waterfall, Candlestick, Funnel, Scorecard
  </Tab>
</Tabs>

## Recommended Charts

When creating a new chart from a selection, Tablix scores your data against a set of heuristics and suggests the best-fitting chart types automatically:

| Data shape                            | Suggested chart                                                 |
| ------------------------------------- | --------------------------------------------------------------- |
| Dates in the label column             | Line / Area / Smooth Line                                       |
| Recognizable country names            | Geo Map                                                         |
| Single numeric series, ≤10 categories | Pie / Doughnut                                                  |
| Single numeric series, >10 categories | Histogram / Bar                                                 |
| Strictly decreasing single series     | Funnel                                                          |
| Negative values present               | Waterfall                                                       |
| Multiple series                       | Stacked Column/Bar/Area, or Combo if scales differ dramatically |
| Long text labels                      | Bar (horizontal) instead of Column                              |

## Data Setup

* **Labels** — column for the X-axis/categories, with optional label filtering (search + multi-select which categories to include)
* **Lines / Values** — column(s) to chart; Scorecards support up to 2 values (key value + baseline)
* **Aggregate Data** — Sum, Count, Average, Max, Min, or Median
* **Groups (Hierarchy)** — for Treemaps, multiple columns define nested grouping levels
* **Chart & Axis Titles**, plus **Value Axis** controls: min/max, format (auto/number/currency/percent/compact), currency code, decimal places, tick count, logarithmic scale

## Customization

<AccordionGroup>
  <Accordion title="Legend & labels">
    Legend position (right/bottom/top/hidden); data labels on/off with number or percentage format and custom color; points shown on line/area/combo charts.
  </Accordion>

  <Accordion title="Appearance">
    Gridlines on/off, shadow effect, background color (including transparent), text color, gridline color, font family.
  </Accordion>

  <Accordion title="Color palettes">
    7 built-in palettes (Ocean Blue, Emerald Green, Sunset Red, Royal Purple, Golden Amber, Grayscale, Professional Multi), plus per-series custom colors.
  </Accordion>

  <Accordion title="Chart-specific colors">
    Waterfall (total/increase/decrease), Heatmap (low/medium/high), Funnel (base color with auto-generated shades).
  </Accordion>
</AccordionGroup>

## Managing a Chart

Right-click a chart (or use its menu) to **Edit chart**, **Copy**/**Cut**, **Download as PNG**, or **Delete**.

## Creating a Chart with AI

You don't have to touch the chart editor at all — open the [AI Assistant](/ai-assistant) and just describe the chart you want in plain English. Tablix picks an appropriate chart type, builds it, and drops it onto your sheet automatically.

### Example Prompts

<CodeGroup>
  ```text Basic theme={null}
  Create a bar chart of monthly profit
  ```

  ```text With a specific type theme={null}
  Make a pie chart showing revenue by country
  ```

  ```text Top N theme={null}
  Show a bar chart of the top 5 products by units sold
  ```

  ```text Trend over time theme={null}
  Plot a line chart of sales over the last 12 months
  ```

  ```text Multiple series theme={null}
  Compare revenue and cost by month in one chart
  ```

  ```text Forecast theme={null}
  Forecast next quarter's sales and chart it
  ```

  ```text Several charts at once theme={null}
  Create a sales dashboard
  ```
</CodeGroup>

<Tip>
  You don't need to name a chart type at all — "Show me profit by region" works just as well as "Create a bar chart of profit by region". If you don't specify one, Tablix picks a sensible type for you (see [Recommended Charts](#recommended-charts) above for the same logic used in the manual chart editor).
</Tip>

### What Happens After You Ask

<Steps>
  <Step title="You type a request">
    In the AI Assistant, describe the chart in plain English — mention the chart type only if you care which one it uses.
  </Step>

  <Step title="Tablix reads your data">
    It looks at your sheet's actual column headers and sample rows to know what's available to chart.
  </Step>

  <Step title="The chart is built and placed">
    A chart appears directly on your sheet, next to your data — no manual setup, no picking labels/series yourself.
  </Step>

  <Step title="You get a short confirmation">
    The AI Assistant replies with a brief summary of what it created, instead of a wall of text.
  </Step>
</Steps>

<Tip>
  Asking for several charts at once (a "dashboard")? See [Dashboard](/dashboard) — asking in that style builds multiple charts around the topic you name, all placed together.
</Tip>