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Building analysis

Chart and share results

Build a chart from any table — it stays linked to its source. Present the canvas in a clean walkthrough, or publish a password-protected snapshot for stakeholders.

Creating charts #

  • Charts are created from existing tables on the canvas.
  • Select a table and choose a chart type from the chart toolbar.
  • The chart stays linked to its source table — when the table updates, the chart updates.

Chart types #

Category comparison: grouped bar, grouped column, stacked bar/column, 100% stacked, donut/pie.

Ordered: line, area, slope, histogram. Best for categories with a meaningful order (years, score bands, ordinal scales).

XY: scatter, quadrant. Require exactly two visible series (X and Y).

Diverging bar: for Likert-style scales. 'By' = items being compared, series = ordered scale points, measure = percentage.

Chart data shape #

Every chart reads three things from its source table:

  • 'By' — categories along the main axis.
  • Series — comparison groups layered on each 'By' category.
  • Measure — the numeric value in each cell.

Presentation mode #

  • Hides editing controls (header, sidebar, agent panel).
  • Navigates through canvas frames in sequence.
  • Use for reviewing results or presenting to stakeholders.

Sharing canvases #

  1. Open Share canvas from the canvas menu.

    This opens the sharing dialog.

  2. Set a viewer password and optional expiry (days).

    Recipients will need the password to view the snapshot.

  3. Send the generated link.

    Recipients see a read-only snapshot of your canvas.

  4. Manage existing shares from the Account panel.

    View counts, copy links, and revoke access from there.

Next steps