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Product
Lens Weave Maskbits
Overview
Design
Project
Chart Designer
Visualization
Table Bar Chart Horizontal Bar Chart Stacked Bar Chart Horizontal Stacked Bar Chart Area Chart Line Chart Funnel Chart Pie Chart Donut Chart Waterfall Chart Radar Line Chart Numbered Card Semi Gauge Chart Radial Gauge Chart Linear Gauge Chart Financial Chart Full Gauge Chart Form View Pivot Table Box Plot Chart Geo Chart Tree List Tree Map Sankey Chart Bubble Chart Pyramid Chart
Analytics
Metrics Analysis
Custom Scripts Dimensions Filters Reports
Library
Charts Reports Templates
Dashboard
Dashboard
Schedule
Scheduler
Inbox
Inbox
Migration
Migration
Datasource
Datasource
Datasource Management
Data Model
Connectors Management
Admin
Admin
User Management Roles Management Group Management Organization Management Security Tags

Overview

The Chart Designer is the authoring surface inside a Lens Workbook for creating Charts — both visual representations of data and analytical computations on that data. It is divided into two sections: Visualization, which exposes the Datanyx chart library, and Analytics, which provides metrics and analysis capabilities. Charts authored in the Chart Designer are saved as Workbook artifacts and can be referenced by Reports, included in Dashboards, scheduled for delivery, or shared through Secure Inbox.

The Chart Designer is reached from within a Workbook under Lens → Design. Access requires the Lens Designer role on a tenant with an active Lens subscription. The output of the Chart Designer is a Chart artifact that lives inside the Workbook from which it was authored.

When to use it

  • A Report or Dashboard needs a visual representation of data — see Visualization.
  • A key performance indicator or computed metric needs to be displayed alongside other Workbook artifacts — see Analytics → Metrics.
  • Statistical or machine-learning analysis (summary, distribution, correlation, clustering, regression, forecasting) needs to be applied to a dataset — see Analytics → Analysis.
  • An analytical configuration should be reused by multiple Reports — author it once in the Chart Designer and reference it.

Sections

The Chart Designer splits into two sections. Each is documented in depth in its own PD page.

VisualizationCreate charts using the Datanyx chart library. Designers select a chart type and configure data bindings, formatting, and presentation options.A Chart artifact suitable for placement on a Report or Dashboard.
AnalyticsApply metrics, statistical methods, and analysis tools to derive insights from the data behind the Workbook.A computed metric or statistical output.

Key behaviors

Workbook-scoped output. A Chart authored in the Chart Designer is saved as a Workbook artifact and lives inside that Workbook. Cross-Workbook reuse depends on the artifact’s own scoping rules.

Data shaping happens upstream. The Chart Designer authors visualizations and analytical outputs but does not define the underlying data. Data preparation is done through the connector’s Data Model and through Custom Scripts; the Chart Designer consumes the result.

Chart type drives configuration options. Each chart type in the Visualization library exposes a different set of configuration options — axes, series, legends, color rules, sort order. Behavior specific to a chart type is documented on its own reference page; this overview lists the categories and routes to those pages.