No-Code Chart Builder: Build Your First Dashboard
Connect a table, assign fields to Columns and Rows, and publish a governed dashboard in Edilitics Visualize. No code required. From integration to published chart in under 10 minutes.
Visualize reads from a connected integration. Assign fields from your table to Columns and Rows, and Edilitics builds the query, selects the chart type, and renders the result. The examples below use the sample orders dataset.
Sample Dataset
edilitics_sample_orders.csv
500 B2B orders across 5 regions, 4 product tiers, and 6 months · 500 rows
| Field | Type | Description |
|---|---|---|
region | string | Sales region. Five categorical values: Asia Pacific, Europe, Latin America, Middle East & Africa, North America. |
revenue | float | Order revenue in USD. Range: $506 to $83,841. Auto-assigned aggregation when added to Rows: Sum. |
product_tier | string | Product tier. Four categorical values: Starter, Growth, Enterprise, and blank. |
order_date | datetime | Order timestamp. Auto-assigned aggregation when added to Columns: Group By with Year formatter. |
units_sold | integer | Units per order. Range: 1 to 338. Auto-assigned aggregation when added to Rows: Sum. |
How to Build Your First Chart
Open Visualize and start a new visualization
Navigate to Visualize from the sidebar. Click New Visualization.
Select an integration
Select the integration containing the sample orders dataset. If no integration exists yet, see Integrate first.
Select a table
The chart builder opens. At the top of the left panel, open the Select a Database dropdown, choose your database, then choose the orders table.
Single-database, single-table integrations are selected automatically.
Edilitics categorizes every column by type. The badge on each field indicates where it belongs:
| Type | Badge | Assigned to |
|---|---|---|
| Categorical | Abc | Columns |
| Datetime | Calendar | Columns |
| Numerical | 123 | Rows |
Assign fields to Columns and Rows
From the Data tab, hover over any field and click the + icon, or drag it onto the canvas.
Add region to Columns. Aggregation: Group By.
Add revenue to Rows. Aggregation: Sum.
Aggregation is shown on each field pill. Click the label to change it. See Aggregations for available options per field type.
Review the chart
1 column, 1 row resolves to a bar chart: total revenue by region. The sample dataset produces five bars; Europe ($1.55M) and North America ($1.70M) are the tallest.
Add product_tier to Columns. 2 columns, 1 row upgrades automatically to a clustered bar: revenue grouped by region and product tier.
To override the chart type, open the Select Charts tab. Incompatible types are greyed out. Pie charts require exactly 1 column and 1 row. Mixed Line and Bar requires a datetime field in Columns.
Format (optional)
Open the Format tab to adjust colors, axes, legends, grid lines, and tooltips. Options vary by chart type.
Format is disabled until at least one field is assigned.
Commit the chart as a sheet
Click Add Sheet in the bottom bar. One sheet holds one chart from one table.
Switch to the dashboard canvas
Click View Dashboard in the bottom bar. The canvas opens full screen with all your sheets already placed. You do not need to add them manually.
Rearrange items by dragging the handle that appears at the top of each item on hover. Resize from the bottom-right corner. Notes and images can be added from the options panel on the right.
Save
Click Save in the dashboard toolbar.
Prop
Type
Unsaved dashboards are drafts. Drafts not modified within 7 days are deleted automatically.
Data Storage
Edilitics queries your connected database and stores the aggregated result, encrypted at rest. Raw rows are never stored. Auto Update re-runs the query on schedule and replaces the cached result.
FAQs
Next Steps
Aggregations
Full reference for aggregation options per field type and when to override the default.
Filters
Hidden filters, show filters, and relative date conditions: how to restrict chart data and expose controls to viewers.
Auto-Generate Charts
Use AI to generate chart suggestions from your table metadata.
Dashboard Assembly
Multi-chart canvas layout, notes, images, and canvas configuration.
Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.
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