AI Toolkit
      Back to home
      1. Knowledge Base
      2. User Manual
      3. AI Toolkit

      Create AI Analytics Charts

      Learn how to create AI Analytics charts using the chart builder or natural language

      The Chart Builder in Chekhub offers a highly customizable tool for users who want full control over their charts. Here’s how to create charts manually using the Chart Builder:
      1. Access the Chart Builder
        • Navigate to Your Dashboard: Open the dashboard where you want to create a new chart.
        • Click the Add Chart Button: This button is located in the top-right corner of the dashboard.


      1. Creating a Chart
        • The Chart Builder allows you to pull data from your sources. You can add Measures, Attributes, and Filters to shape your chart.
        • Search for Data Columns: Use the search bar to find and select the data columns you need from your data source.
          • Add Measures (Green): Measures are quantitative data points, such as sums, averages, or counts.
            • Example: Sum of total profit, Average time to assign tickets.
            • How to Use: Drag and drop measures onto the chart’s axes to visualize data.
          • Add Attributes (Blue): Attributes are qualitative data, such as names, categories, or statuses.
            • Example: Ticket name, Participant name, Ticket status.
            • How to Use: Drag attributes onto the chart's axes to label or group data.
          • Apply Filters (Gray): Filters limit the data shown without affecting the overall structure of the chart.
            • Example: Ticket status = completed or Last 30 days for date-based filtering.
            • How to Use: Apply filters to refine the data set feeding into the chart. Filters help focus on specific data points or timeframes.
      2. Using Keywords for Search Queries
        • You can enhance your chart by using keywords in the search bar to shape how data is retrieved and displayed.
        • Common Keywords:
          • Top N / Bottom N: Retrieves the top or bottom N values based on a selected measure.
            • Example: Top 10 ticket names by total profit.
          • Sort By: Sorts data by a specific measure to better organize the display.
            • Example: Sort by checked-in time.
        • Math-Based Functions: Apply mathematical operations like averages, sums, or counts.
          • Average: Calculates the average value of a data set.
            • Example: Average time to assign tickets.
          • Count: Counts the number of occurrences in a data set.
            • Example: Count of tickets by ticket status.
          • Unique Count: Counts only unique values to avoid duplicates.
              • Example: Unique count of tickets by team name.
          • Max/Min: Finds the highest or lowest value in the data set.
            • Example: Max labor subtotal by site name.

      3. Configuring the Chart
        • After selecting your data columns, you can configure the chart type and visualization settings.
        • Choose the Chart Type: Select a chart type that best fits your data. Available options include:
          • Bar Graph
          • Line Graph
          • Pie Chart
          • Heat Map
          • And more depending on the data structure.
        • How to Choose: For example, use a bar graph for comparing quantities or a line graph for trends over time.
      4. Adjust the Visualization
        • Customize Data Representation: Add or remove measures, attributes, or filters to fine-tune the chart. This step helps you adjust what data is presented and how it appears visually.
      5. Preview, Save, and Manage the Chart
        • Save the Chart: Once satisfied with the chart use the more button to Save. You will be prompted to:
          • Name the Chart: Provide a name for easy identification.
          • Add a Description (optional): Describe the chart’s purpose or data, which is helpful for team members or future reference.
        The saved chart will now appear in your dashboard. You can further modify it or share it with others using the dashboard's action menu.  

      Creating Charts Using Natural Language in Chekhub

      Chekhub’s Natural Language feature makes it easy to create data-driven charts quickly and efficiently using simple, conversational inputs. Follow the steps below to create charts using natural language:

      Steps to Create a Chart with Natural Language:

      1. Add a New Chart:

        • Navigate to the dashboard where you want to add your chart.

        • Click the Add Chart button located in the top right corner of the dashboard.

      2. Use Natural Language:

        • Select the Natural Language option to use Chekhub’s AI to generate the chart.

        • Choose your data source. AI-enabled sources are marked with a light bulb icon, which means the AI can assist in generating the chart based on your query.

      3. Enter Your Data Query:

        • In the text input field, type your data-related question or command. For example:

          • "Show total tickets by month"

          • "How many tickets were completed last week?"

        • Press Enter, and Chekhub’s AI will process the query to create a chart based on the selected data source.

      4. Customizing Your Chart:

        • After the AI generates your chart, you have the option to customize it further:

          • Change the Visualization: Switch between different chart types (e.g., bar graph, line graph, heatmap) to best represent your data.

          • Modify Chart Settings: Click the gear icon to adjust settings such as visible columns, data filters, and display options.

          • View Query Details: Check the data behind the chart to ensure accuracy and understand how the query was processed.

      5. Refining the Chart:

        • If the AI-generated chart doesn’t meet your expectations, click on the chart’s title to open the Manual Chart Builder. This allows you to fine-tune the chart, edit data points, or adjust chart parameters manually.

        • You can also provide feedback to the AI using the Check (✔️) or X buttons at the bottom of the chart panel, indicating whether the AI successfully created the chart.

      6. Save the Chart:

        • Once you are satisfied with the AI-generated chart, click Save. You will be prompted to name your chart and optionally provide a description. After saving, the chart will appear in your dashboard, where you can easily access, edit, and manage it.

      Managing AI-Generated Charts:

      As you create more charts using natural language, they will automatically populate in your dashboard, allowing for quick access and data management. You can continue to add charts, modify them, or change their visualizations to better track your analytics.

      By using natural language in Chekhub, you can create insightful visualizations faster, without needing to manually configure complex data sets. This makes it easier to analyze data and make informed decisions with minimal effort.

      The Chekhub AI Analytics Module is a powerful tool for creating, managing, and sharing data insights. It combines intuitive AI-driven analysis with robust customization features, allowing teams to unlock the full potential of their data. With automated insights, recurring reports, and flexible chart-building options, it’s easier than ever to manage complex analytics and drive decision-making across your organization.