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Building charts

Airbook provides a versatile charting tool that allows users to transform their data into meaningful visual representations.

Creating charts on Airbook allows you to visualize your data and insights effectively. This guide will walk you through the steps to create various types of charts from your SQL queries and data tables, as well as demonstrate the advanced styling options and the scheduler feature.

Starting with a SQL Table

  1. Prepare Your Data:

    • Ensure you have a SQL table with the data you want to visualize. For example, you might have a table showing a month-on-month trend of visitors, leads, and conversion rates.

Creating a Chart

  1. Use the Slash Command:

    • In your notebook, type the slash command ("/") and select "Chart" from the menu to insert a chart block.

  2. Give Your Chart a Title:

    • Provide a title for your chart, such as "Monthly Trend of Visitors and Leads."

    • Optionally, add a subtitle for more context.

  3. Select a Data Table:

    • Click into the chart block and select the data table you want to visualize, such as the conversion table that includes metrics by month.

  4. Choose a Chart Type:

    • Airbook offers various chart types, including column charts, area charts, line charts, combo charts, pie charts, and single value cards.

    • Start with a column chart to visualize monthly trends of visitors and leads.

Configuring Your Chart

  1. Set Up Axes:

    • In the configuration panel, choose your categories for the x-axis and y-axis.

    • For example, set the x-axis to "month" and name it accordingly. For the y-axis, choose metrics like "visitors" and "leads."

  2. Apply Aggregate Functions:

    • You can apply aggregate functions such as sum, min, max, count, distinct count, or average to your data.

    • Assign different colors to your metrics for better differentiation.

  3. Stacking Options:

    • Select stacking options to visualize your data as a standard stacked bar chart or a 100% stacked bar chart.

  4. Styling Options:

    • Customize the styling by setting label positions (top, middle, bottom), angles, font sizes, and formats (e.g., thousands, millions, percentages).

    • Adjust legend formatting and gridline options to enhance readability.

  5. Highlighting Specific Bars:

    • You can highlight specific bars, show or hide labels, and adjust the opacity of other bars to draw attention to particular data points.

    • Click on a bar and use the styling options on the left-hand side panel to customize it.

Advanced Chart Types

  1. Area Chart:

    • Switch to an area chart for a different visualization style.

  2. Line Chart:

    • Use a line chart to show trends over time.

  3. Combo Chart:

    • For a more comprehensive visualization, switch to a combo chart.

    • Add a third metric, such as conversion rate percentages, and select "line" for the new axis.

    • This will create a secondary axis to show conversion rate trends alongside visitors and leads.

  4. Split by Category

    1. Stacked Bar Charts:

      • Enable stacking in your column chart (standard or 100% stacked).

      • Use the "Split" option to categorize data (e.g., by stage or source).

      • Assign different colors to categories for better visualization.

    2. Styling Split Categories:

      • Open the styling panel and use the "Series Color" option to assign colors to different categories.

    3. Pie Charts:

      • Customize pie charts by assigning different colors to categories using the "Series Color" option in the styling panel.

Example:

Monthly Trend Chart:

  • Title: Monthly Trend of Visitors and Leads

  • X-Axis: Month

  • Y-Axis: Visitors, Leads

  • Combo Chart with Conversion Rates on a Secondary Axis

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