In Insights Studio, use customizable charts and visualizations to turn report data into clear, interactive views of trends, comparisons, and performance. After selecting a data source, metrics, and dimensions, you can configure charts to:
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Compare performance across campaigns, channels, or audiences
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Visualize trends over time
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Highlight relationships between dimensions and metrics, including flows across stages with Sankey charts
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Compare two numeric metrics and spot clusters or outliers with a Scatter Plot
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Monitor KPIs with flexible layouts and display options
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Apply filters, sorting, and conditional formatting for clearer analysis
Before you build
Choose the Right Chart Type
|
Goal |
Recommended Chart |
|
Trend analysis |
Line |
|
Category comparison |
Column |
|
Multi-dimensional grouping |
Horizontal Bar or MultiSeries |
|
Composition analysis |
Pie / Donut |
|
KPI monitoring |
Big Text / Sparkline |
|
Mixed metrics |
Combo |
|
Flow and relationship analysis |
Sankey |
|
Relationship between two metrics |
Scatter Plot |
Creating a Chart
To create a visualization:
1. Open a Report or Dashboard.
2. Click Create New Chart within a report or Add New Widgets within a dashboard.
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3. Select a chart type from the chart picker.
4. Configure metrics, dimensions, and styling options.
5. Save the widget.
You can edit an existing chart anytime from the widget’s three-dot menu.
Available Chart Types
The platform supports several visualization types depending on the analysis required.
|
Chart Type |
Dimensions Supported |
Multiple Metrics |
Dual Axis Support |
Color By Dimension |
|---|---|---|---|---|
|
Column |
1 |
Yes |
Yes |
Yes |
|
Line |
1 |
Yes |
Yes |
Yes |
|
Area |
1 |
Yes |
Yes |
Yes |
|
Horizontal Bar |
Up to 3 |
Yes |
Yes |
Yes |
|
MultiSeries |
Up to 3 |
Yes |
Yes |
Yes |
|
Combo |
1 |
Yes |
Yes |
No |
|
Pie / Donut |
1 |
No |
No |
No |
|
Radar |
1 |
No |
No |
No |
|
Sparkline / Big Text |
None |
No |
No |
No |
|
Map |
Geo fields only |
Limited |
No |
No |
|
Sankey |
Up to 5 (Summary) |
No |
No |
No |
|
Scatter Plot |
1 |
Yes |
Yes |
Yes |
Chart Type Details
Learn more about each of the chart types
Feature Support Matrix
|
Chart Type |
Secondary Metric |
Multiple Dimensions |
Color By Dimension |
|
Column |
Yes |
No |
Yes |
|
Line |
Yes |
No |
Yes |
|
Area |
Yes |
No |
Yes |
|
Horizontal Bar |
Yes |
Yes |
Yes |
|
MultiSeries |
Yes |
Yes |
Yes |
|
Combo |
Yes |
No |
Yes |
|
Pie / Donut |
No |
No |
Yes |
|
Radar |
No |
No |
Yes |
|
Sparkline / Big Text |
No |
No |
Yes |
|
Map |
Limited |
No |
Yes |
|
Sankey |
No |
Yes (Summary) |
No |
|
Scatter Plot |
Yes |
No |
Yes |
Metrics, Dimensions, and Axes
Learn More: Metrics & Dimensions Dictionary
Metrics
Primary Metric
The main measure that is visualized in the chart. Examples: Emails Sent, Opens, Revenue, Click Rate
Secondary Metric
Supported chart types: Column, Line, Area, Horizontal Bar, MultiSeries, Combo, Scatter Plot
Enabling a secondary metric disables Color By Dimension for supported chart types.
On a Scatter Plot, Y Axis 1 metrics must share the same format, Y Axis 2 accepts one metric, and Color By Dimension clears Y Axis 2.
Dimensions
Dimensions define how data is grouped. Examples: Campaign Name, Send Date, Channel Name, Region
Single-Dimension Charts
Supported by: Column, Line, Area, Combo, Pie, Donut, Radar, Sparkline, and Scatter Plot. Sankey Temporal uses one journey dimension.
Multi-Dimensional Charts
Supported by: Horizontal Bar, MultiSeries, and Sankey (Summary mode, up to 5 dimensions)
Dimension Limits
|
Configuration |
Max Dimensions |
|
Without Color By Dimension |
3 |
|
With Color By Dimension |
2 |
Each added dimension multiplies the number of rendered series. Example: 30 dates × 3 channels = 90 data rows
Use: Top N filters, Height: Large, Focused dimensions to improve readability.
Axes
The axis configuration changes depending on whether the chart is vertical or horizontal.
|
Configuration |
Vertical Charts |
Horizontal Bar |
|
Dimension Axis |
X-Axis |
Y-Axis |
|
Primary Metric Axis |
Y-Axis 1 |
X-Axis 1 |
|
Secondary Metric Axis |
Y-Axis 2 |
X-Axis 2 |
A Scatter Plot uses one dimension for each point. Leave X Axis Metric empty to plot metrics against that dimension. Select an X Axis Metric to compare two numeric metrics, and optionally set Bubble Size Metric for point size.
Color By Dimension
Color By Dimension controls which dimension determines the legend colors.
Supported chart types: Column, Line, Area, Horizontal Bar, MultiSeries, Scatter Plot. On a Scatter Plot, the color field can be the same field selected as the dimension.
Color By Dimension is automatically disabled when:
-
Conditional Formatting is enabled
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A secondary metric is configured
-
Horizontal Bar uses more than 2 dimensions
-
Horizontal Bar uses a secondary metric
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MultiSeries dimension requirements are not met
Chart tooltips
Hover a chart to inspect values without changing the query. Tooltips are designed for faster reading on reports and dashboards:
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Easier targeting: On bar and column charts, hover anywhere in the column — you do not need to hit the filled bar. On line charts, the tooltip snaps to the nearest x-axis value as you move the cursor.
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Clearer comparison: Multi-series charts show values for the series at the selected point (up to 10 metrics). The hovered series stays emphasized; other series dim.
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Consistent numbers: Tooltip values use the same formatting as the chart, including currency, percentages, and thousands separators. Missing values display as No data.
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Scatter Plot: The tooltip shows the dimension, axis metrics, bubble size, and any annotation metrics.
Style and Display Options
|
Caption |
Optional text displayed directly inside the chart area. |
|---|---|
|
Show Data Labels |
Displays numeric values directly on bars, points, or chart segments. |
|
Show Legend |
Displays the chart legend. When Color By Dimension is active, the legend reflects the selected color grouping. |
|
Stacked Charts |
Stacked charts combine values to show:
|
|
Percent Stacked |
Converts stacked values into percentages totaling 100%. Useful for: Share analysis, Ratio comparison, Distribution visualization Requires Stacked mode to be enabled. |
|
Side By Side |
Displays grouped bars next to each other for direct comparison. Side-by-side and Stacked modes are mutually exclusive. |
|
Additional Tooltip Info |
Additional metrics can appear in hover tooltips without being plotted directly. Supported by all chart types except: Big Text, Sparkline, Map, and Sankey |
|
Dimension Filters
|
Filter by dimension values such as: Campaigns, Channels, Regions, Date ranges Supports: Include/exclude logic, Multi-select filtering |
|
Metrics Filters (Top N / Top M)
|
Top filters limit how many dimension members appear in the chart. Top N Shows the top N values ranked by a metric. Example: Top 20 campaigns by Emails Sent Top M Limits secondary dimensions within each primary grouping. Example: Top 5 channels within each campaign Top filters are applied independently per dimension. Example:
These are not combined into a global Top 25. |
Width and Height Options
Width: Small, Medium, Large, Full
Height: Small, Medium, Large
Sorting Options
Charts can be sorted by:
-
Metric value (ascending or descending)
-
Dimension label (A–Z or Z–A)
-
Original data source order
Conditional Formatting
Learn More: Conditional Formatting
Best Practices
Keep Charts Readable
Avoid excessive dimensions and high-cardinality groupings. Recommended:
-
Use Top N filters
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Limit unnecessary dimensions
-
Use Large height for dense charts
-
Use legends strategically