How to create a chart

Starting a new chart

Make sure you are logged in and have permission to create charts. Click the ➕ in the top-right corner of any page, or click here. You should see the chart creation page:


Creating a chart

The chart creation page is divided into two sides. On the right, you can paste in your data and make adjustments; on the left, you can see what your chart looks like as you change it. You don't have to follow the numbered steps in order, but here are explanations of all the options:

1. Select chart type. XY charts plot all the data on the same X and Y axes. Chart grids separate each series into separate X and Y axes.

2. Input your data. Paste from a spreadsheet or CSV file. You can edit data in this field, but it’s not advisable. Better to do all your editing in a spreadsheet program.

Atlas will guess what kind of data you are working with. You can adjust it manually by selecting dates, names, or numbers.

3. Set series options. For each series, you can select the type of chart (line, columns, dots, bars), edit the label, and edit the color. In some cases, you can choose to use a second Y axis for a second series of data and configure that axis separately.

You can move the series labels! Just click and drag them on the chart itself.

4. Configure the primary axis. This is generally the Y axis. Use the prefix and suffix to label the units in the topmost value of the axis (e.g., for $50 million, “$” is the prefix and “ million” is the suffix). Minimum and maximum set the lowest and highest values; ticks sets the number of values; precision sets the number of decimal places.

Atlas will try to make your chart look good automatically, but you can make adjustments using this setting and preview how it looks while you make them.

5. Set the frequency and formatting of the bottom axis. This only appears if your data are a times series. You can set the frequency and format of the time labels.

Use “auto” for the data frequency as much as possible because Atlas will pick frequencies that work well at large widths and small mobile screens.

6. Set title, source, credit and size. Title appears at the top of the chart. Credit does not appear on the chart but is stored by Atlas. Source is the source of the data and appears on the chart. Add a source URL if there’s a page on the web where you got the data. Tags and description only appear on the chart page on Atlas. Tags are required. Always leave the chart size set to “auto.”

You can use Markdown in your chart description.

✭ Mobile settings. You can specify a different title and Y axis configuration for the chart on smaller screens, using the mobile preview at left as your guide.

7. Publish your chart. Click “Save” to publish your chart, and wait for Atlas to take you to the chart page. Atlas will tell you if there are any errors or you still need to fill in any required fields above.

There are a number of advanced options, which you can view by clicking "Advanced options." Deselect any of the options if you want to disable any of the standard features of Atlas charts.


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  • 0
    Sunny Mewati

    Are the color options while creating a chart limited for new users? 

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