How to use AI Chart Assist

Create and share charts

This guide shows how to create a chart from a spreadsheet using AI Chart Assist and share the results with a coworker.

TLDR: Try the demo or sign up for a free account!

Data visualization made easy

Building a good chart usually takes some trial and error: picking a chart type, choosing the right axes, and adjusting the layout until the data reads clearly. Recommended Charts is InstaCharts’ AI feature that handles that first pass automatically, suggesting a chart type and axis setup based on your data.

Upload a spreadsheet

View your spreadsheet data and set filters on the Data Tab

Click New Sheet and select a spreadsheet from your device. Click OK and the spreadsheet will be processed and displayed in the Data tab. Chart Assist will automatically run, and recommend your first chart based on the data and types in your spreadsheet.

To view other suggestions, click Recommended Charts in the left sidebar.

Customize your Chart

You can refine your generated chart in a variety of ways.

Selecting a different Y-Axis from other columns in the spreadsheet. Hover over the star icon to see why a column is recommended

Chart Type

The chart type can be switched to line, bar, scatterplot, area or pie. Multi line charts, stacked bar and area charts are also supported.

Some chart types will be marked with a star. The stars denote AI recommended chart types.

Axis

The x and y-axis can be selected from any column in the spreadsheet. If a chart type is selected that can handle multiple series, the y-axis dropdown will turn into a series dropdown. Using the series dropdown, you can either drill down into your data further by selecting a breakdown column, or add another series to the chart.

Chart Text

The x-axis, y-axis, legend title and chart title all auto update based on your selections. If you wish to override this text, click Edit Chart Text to change it.

Chart Appearance

The chart’s width and height can be changed from the Size & Style sidebar. The chart’s color scheme can also be changed here.

Limit Items

Too many items appearing in the chart? Limit the number of items that appear using the Limit Items sidebar.

Filter Data

Want to restrict the data that appears in the chart? Click on the data tab and apply multiple filters per column. There is also a quick filter in the main toolbar that will filter all columns by the search term.

Export & Share

Use the Export window (located on the main toolbar) to download your chart as an image file. You can also use the Export Window to export chart data to a csv, excel, tsv or json file.

Share charts through the Share window, also located on the main toolbar (sharing is an accounts only feature). You can share a static image of your chart, or a copy of the interactive chart via a public link.

Give it a try

InstaCharts helps you create and share professional-looking charts from your data in a few clicks. Sign up for a free account today.