🏗️Building & Managing Charts

Build Custom Chart & View

Part of AI Analytics - This feature extends AI Analytics with custom visualization capabilities

Chart Builder enables you to create custom visualizations for your AI analytics data. Configure metrics, filters, and chart properties through a form-based interface. Charts can be saved, edited, cloned, and added to the Custom Charts Viewer dashboard.

Access: AI Analytics > Chart Builder, Manage Charts or click Create Chart

Managing Charts

Creating a Chart

You can view, edit, clone, and delete charts from the Chart Builder list.

Note: Charts are dynamic—options shown depend on related selections (e.g., Line Charts show Time Grain, Pie Charts require Group By). Refer to in-app tooltips (💡 icons) for the latest details on each field.

For more information on Managing Charts see below

Step 1: Basic Information

Chart Name* (required, max 255 characters) - Descriptive name for your chart

Description (optional, max 1000 characters) - Additional context about what the chart shows

Chart Type* (required)

  • Line Chart - Shows trends over time

  • Bar Chart - Compares values across categories (horizontal orientation)

  • Column Chart - Compares values across categories (vertical orientation)

  • Pie Chart - Shows proportions of a whole

💡 Tooltip available via "?" HelpIcon

Step 2: Data Configuration

Chart Mode

Mode is automatically determined by your Chart Type selection:

  • Time Series - For Line Charts (displays data over time)

  • Aggregate - For Bar, Column, and Pie Charts (summarized data)

💡 Tooltip available via "?" HelpIcon

Automatic behavior:

  • Line Chart → locks to Time Series mode

  • Bar → lock to Aggregate mode

  • Column Charts → Time Series or Aggregate mode

  • Pie Chart → locks to Aggregate mode

Time Period

Date Range (required)

  • Choose from available options

Time Grain (shown only for Time Series mode - [Line+Column Charts])

Option shown varies by Date Range - Longer Rang = larger grain

  • Auto (All ranges)

  • Hour (7 days or less)

  • Daily (All ranges)

  • Week (>7 days range)

  • Month (>60 days range)

Primary Metric

Base Metric* (required)

  • Selects the fundamental data point to measure

  • Options loaded dynamically from your data

  • Examples:

    • Costs (Currency/USD) - Total AI provider costs

    • Tokens (Count) - AI tokens processed (input + output)

    • Requests (Count) - Number of AI API requests

    • Latency (Milliseconds) - AI API response time

Calculation* (required)

  • Determines how the metric is calculated

  • Options depend on selected Base Metric

  • Common options:

    • Total - Sum all values

    • Average - Mean value

    • Per-Request Average

    • Per-Token Average

    • Per-Entity Average (requires Entity Type)

Disabled until Base Metric is selected Auto-selects first available calculation when Base Metric changes

Entity Type (required only for Per-Entity Average calculation)

  • Specifies which dimension the metric measures

  • Options loaded dynamically (e.g., API Key, Model, Customer, Agent, Product, Provider, Task)

  • Cannot be the same as Group By selection

Grouping

Primary Group By (optional, except Pie Charts require it)

  • Splits data into separate series

  • Options loaded dynamically (e.g., Provider, Model, Customer, Agent, Product, Task, none)

  • Has a different effect on each chart e.g: Each group becomes a separate slice on a bar chart

Constraints:

  • Pie Charts cannot have Group By = "none"

  • Cannot be the same as Entity Type

  • Entity Type option is removed from Group By dropdown when selected

Step 3: Filters (Optional)

Apply conditions to limit data in your chart. Multiple filters use AND logic.

Each filter contains:

Field (required)

  • Selects which data field to filter

  • Options loaded dynamically from your data

Operator (required)

Value (required for most operators)

  • Input type varies by operator:

    • Standard operators: single input

    • Between: two inputs (Min, Max)

    • In/Not In: multi-value or comma-separated input

    • Is Null/Is Not Null: no input shown

Actions:

  • Click Add Filter to add a new filter

  • Click trash icon to remove a filter

Step 4: Chart Focus (Optional)

Controls which data points appear in the chart.

Focus Method:

Show All Data (default)

  • Displays all available data points

Top N Items

  • Shows only the top N items by value

  • Number of Top Items field: 1-100

  • Placeholder: "e.g., 10"

  • 💡 Tooltip available via "?" HelpIcon

Value Threshold

  • Shows only items above a minimum value

  • Min Value Threshold field: numeric (step 0.01)

  • Placeholder: "e.g., 100.00"

Step 5: Review & Save

  1. Review chart in the live preview panel (right side)

  2. Verify data appears as expected

  3. Click Save to store the chart definition

  4. Chart appears in Chart Builder list

  5. Add to dashboards via Custom Charts Viewer

MANAGING CHARTS

You can view, edit, clone, and delete charts from the Chart Builder list.

TIPS & BEST PRACTICES

Chart Selection:

  • Line Charts: trends over time

  • Bar/Column Charts: category comparisons

  • Pie Charts: proportional breakdowns (limit to 8-10 categories)

Performance:

  • Use Chart Focus (Top N or Threshold) for large datasets

  • Choose appropriate Time Grain (hourly over 90 days = many data points)

  • Apply filters to reduce data volume before visualization

Data Quality:

  • Validate data in live preview before saving

  • Use filters to exclude test or invalid data

  • Check that Group By produces manageable number of series

Last updated

Was this helpful?