---
title: "Bar Graph"
slug: "bar-graph"
updated: 2026-01-12T09:03:47Z
published: 2026-01-12T09:03:47Z
canonical: "help.symphonysummitai.com/bar-graph"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bar Graph

- [Left Panel](/apex/docs/bar-graph#left-panel)
- [Center Panel](/apex/docs/bar-graph#center-panel)
- [Right Panel](/apex/docs/bar-graph#right-panel)

## Left Panel

- [Chart Source](/apex/docs/bar-graph#chart-source)
- [Metrics and Columns](/apex/docs/bar-graph#metrics-and-columns)

## Chart Source

Chart Source lets you control how a chart is powered. You can edit the dataset, swap it with another, or view the underlying SQL query for analysis.

- [Edit Dataset](/apex/docs/bar-graph#edit-dataset)
- [Swap Dataset](/apex/docs/bar-graph#swap-dataset)
- [View in SQL Lab](/apex/docs/bar-graph#view-in-sql-lab)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3(30).png) Figure: Chart Source

### Edit Dataset

Lets you make changes to the underlying dataset definition used by the chart. It is accessible only for Admins, for other users this option is grayed.

### Swap Dataset

Allows you to replace the dataset currently powering the chart with another dataset. For more information, refer to [Field Description](/apex/docs/bar-graph-report#field-description).

> [!WARNING]
> Note
> 
> Warning! Changing the dataset may break the chart if the chart relies on columns or metadata that does not exist in the target dataset.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/swap dataset(1).png) Figure: Swap Dataset

#### Field Description

| Field | Description |
| --- | --- |
| Name | The display name of the dataset you can swap to. It represents how the dataset is identified in the reporting tool. |
| Type | Defines whether the dataset is **Physical** (directly mapped to a database table or view) or **Virtual** (built using a custom SQL query). |
| Schema | The database schema where the dataset resides. A schema is a logical grouping of database object that helps organize and locate datasets. |
| Connection | The database connection associated with the dataset. It specifies which data source the dataset is linked to. |
| Owner | The user or team who created or manages the dataset. Ownership indicates accountability and often controls who can edit or modify the dataset. |

### **View in SQL Lab**

Opens the raw SQL query that powers the dataset/chart in a SQL editor. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1757398675866.png) Figure: View SQL in Lab

Lets you to perform the below actions:

- Inspect the actual query running behind the visualization
- Modify or extend the SQL for more complex logic
- Validate the query results before applying them back into the dataset or chart

Useful for power users who need transparency and control over the exact query execution.

### Metrics and Columns

Enables you to drag and drop the Metrics and Columns to the center panel of Edit Report Dashboard. Hover on the SQL icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5(17).png) to view the SQL Expression. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/chart source.png) Figure: Columns and Metrics

## Center Panel

- [Data](/apex/docs/bar-graph#data)
- [Customize](/apex/docs/bar-graph#customize)

## Data

Data section displays 5 items for Bar Chart which are described in the below sections:

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/data(2).png) Figure: Data

1. **Chart Selection** – choose the visualization type for displaying data. Click **View all charts** to view and select the required visualization type.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/evolution.png)

Figure: Visualization Type
2. **Query**: view or modify the data query powering the chart. For more information, refer to the Field Description.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/query(2).png)

Figure: Query

| Field | Description |
| --- | --- |
| Y-axis | Dimension to use on y-axis. |
| Time Grain | Select a time grain for the visualization. The grain is the time interval represented by a single point on the chart. |
| Y-Axis Sort By | The selected sort by decides which measure to sort the base axis by. |
| Y-Axis Sort Ascending | Whether to sort ascending or descending on the base axis. |
| Metrics | Select one or many metrics to display. you can use an aggregation function on a column or write custom SQL to create a metric. |
| Dimensions | Dimensions contain qualitative values such as names, dates or geographical data. Use dimensions to categorize, segment and reveal the details in your data. Dimensions affect the level of detail in the view. |
| Contribution Mode | Calculates contribution per series or row. |
| Filters | Drag and drop filters from Columns and Metrics. |
| Series Limit | Limits the number of series that get displayed. A joined subquery (or an extra phase where subqueries are not supported) is applied to limit the number of series that get fetched and rendered. This feature is useful when grouping by high cardinality columns though does increase the query complexity and cost. |
| Sort query by | Orders the query result that generate the source data for this chart. If a series or row limit is reached, this determines what data are truncated. If undefined, defaults to the first metric (where appropriate). |
| Row limit | Limits the number of the rows that are computed in the query that is the source of the data used for this chart. |
| Truncate Metric | Select whether to Truncate Metric |
| Show empty columns | Select to show empty columns. |
3. **Advance Analytics**: This section contains options that allow for advanced analytical post processing of query results.

| Field | Description |
| --- | --- |
| Rolling Function | Defines a rolling window function to apply works along with the [periods] text box. |
| Timeshift | Overlay one or more timeseries from a relative time period. Expects relative time deltas in natural language (Example: 24 Hours, 7 Days, 52 Weeks, 365 Days) Free text is supported. |
| Calculation Type | How to display time shifts. As individual lines as the difference between the main time series and each time shift as the percentage change; or as the ratio between series and time shifts. |
| Resample Rule | Select the Resample **Rule** from the dropdown. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/resample.png) Figure: Resample In pandas, the resample rule (also called a frequency string or offset alias) is a string code that tells pandas how to group your time-series data when using the resample method. |
| Resample Method | Select the Fill Method. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Fill Method.png) Figure: Resample Fill Method The pandas resample method is a powerful function in the pandas library used to change the frequency of time-series data. It works by grouping data based on time intervals (such as daily, monthly, weekly, etc.) and then applying an aggregation function (such as sum, mean, count, etc.) to each group. |
4. **Annotations and Layers:** Configure basics of Annotations and Layers. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add annotation.png)

Figure: Annotations and Layers
5. Predictive Analytics: Refer to the following table for Field Description.

| Field | Description |
| --- | --- |
| Enable Forecast | Enable Forecasting |
| Forecast Periods | How many periods into the future do we want to predict. |
| Confidence Interval | Width of the confidence interval should be between 0 and 1. |
| Yearly Seasonality | Should yearly seasonality be applied. An integer value will specify Fourier order of seasonality. |
| Weekly Seasonality | Should weekly seasonality be applied. An integer value will specify Fourier order of seasonality. |
| Daily Seasonality | Should daily seasonality be applied. An integer value will specify Fourier order of seasonality. |

## Customize

Click on the customize section to view the configuration and other options.

- [Chart Orientation](/apex/docs/bar-graph#chart-orientation)
- [Chart Title](/apex/docs/bar-graph#chart-title)
- [Chart Options](/apex/docs/bar-graph#chart-options)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/chart ori.png)Figure: Customize

### Chart Orientation

Enables you to design the chart in a Vertical or Horizontal format,

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Chart Orientation.png)Figure: Chart Orientation

### Chart Title

Allows you to design the X axis and Y axis. For more information, refer to the [Field Description](/apex/docs/bar-graph-report#field-description).

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Chart Tile.png)Figure: Chart Title

#### Field Description

| Field | Description |
| --- | --- |
| **X Axis** |
| Axis Title | Enter the title for X axis. |
| Axis Title Margin | Select the Axis Title Margin from the dropdown options: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/margin.png) Figure: Axis Title Margin |
| Axis Title Position | Select Axis title position from the below: - Left - Top |
| Axis Title | Enter the title for Y axis |
| Axis Title Margin | Select the Axis Title Margin from the dropdown options: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/margin.png) Figure: Axis Title Margin |

### Chart Options

Enables you to design the following:

- [Series Order](/apex/docs/bar-graph#series-order)
- [Legend](/apex/docs/bar-graph#legend)
- [X Axis](/apex/docs/bar-graph#x-axis)
- [Tooltip](/apex/docs/bar-graph#tooltip)
- [Y Axis](/apex/docs/bar-graph#y-axis)

#### Series Order

To configure series order, refer to the following:

| Field | Description |
| --- | --- |
| Sort Series By | Based on what should series be ordered on the chart and legend. |
| Sort Series Ascending | Sort series in ascending order. |
| Color Scheme | The color scheme for rendering chart. |
| Show Value | Show series values on the chart. |
| Stacked Style | Stack series on top of each other. |
| Minor Ticks | Show minor ticks on axes. |
| Data Zoom | Enable data zooming controls. |

#### Legend

To configure Legend, refer to the following:

| Field | Description |
| --- | --- |
| Show Legend | Whether to display a legend for the chart. |
| Type | Select legend type from the below: - Scroll - Plain |
| Orientation | Select orientation from the below: - Top - Bottom - Left - Right |
| Margin | Select additional padding for legend. |

#### X Axis

Configure X Axis elements:

| Field | Description |
| --- | --- |
| Axis Format | Select Axis Format from the below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/select axis format.png) Figure: D3 Format |
| Currency Format | Select the prefix or suffix for the currency. |
| Logarithmic axis | Select to enable Logarithmic axis for Bar graph. |
| Minor Split Line | Select to draw split lines for minor axis ticks |
| Truncate Axis | It is not recommended to truncate axis in bar chart. |
| Truncate X Axis | Truncate X axis can be overridden by specifying a minor max bound. Only applicable for numerical X axis. |
| X Axis Bounds | Bounds for numerical X axis not applicable for temporal or categorical axes. When left empty the bounds are dynamically defined based on the min/max of the data. Note that this feature will only expand the axis range. It wont narrow the data’s extent. |

#### Tooltip

Configure Tooltip as required, for more information refer to the below:

| Field | Description |
| --- | --- |
| Rich Tooltip | Select to display a list of all series available at that point in time. |
| Show Total | Select to display the total value in the tooltip. |
| Show Percentage | Select to display the percentage value in the tooltip. |
| Tooltip sort by Metric | Select to sort tooltip by the selected metric in descending order. |
| Tooltip time format | Select D3 time format syntax. |

#### Y Axis

Configure Y axis for the Bar Graph

| Field | Description |
| --- | --- |
| Time Format | Select D3 Time format. |
| Rotate X axis label | Input field supports custom rotation. |
| Currency Format | Select the currency with prefix and suffix. |

## Right Panel

Displays the Bar Graph. Based on the configuration.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/bar.png)Figure: Bar Graph