diff --git a/docs-mintlify/admin/users-and-permissions/custom-roles.mdx b/docs-mintlify/admin/users-and-permissions/custom-roles.mdx index 4a0d08769d10e..af8f927bc04c2 100644 --- a/docs-mintlify/admin/users-and-permissions/custom-roles.mdx +++ b/docs-mintlify/admin/users-and-permissions/custom-roles.mdx @@ -68,9 +68,9 @@ The Base Role is required. Save is disabled until one is selected. #### Auto-bump to Developer -If you check any deployment-scoped action stronger than **Access deployment** (`DeploymentRead`) — for example, **Edit deployment** or **Edit data model** — the Base Role is automatically forced to **Developer**, and the Viewer and Explorer options are disabled with a tooltip: +If you check any deployment-scoped action other than **Access deployment** (`DeploymentRead`), **Access AI agents** (`DeploymentAgentRead`), and **Download data** (`DownloadData`) — for example, **Edit deployment** or **Edit data model** — the Base Role is automatically forced to **Developer**, and the Viewer and Explorer options are disabled with a tooltip: -> Selected actions require Developer role +> Selected permissions require Developer access Removing the elevated action re-enables the lower tiers. This mirrors the server-side rule that any deployment write or data-model write requires the Developer license tier. @@ -118,8 +118,11 @@ Either grant **Full access** (a shortcut that enables every current and future d | Data Model | View data model | Read data model files and dev branches. | | Data Model | Edit data model | Edit the data model on any branch, including the main/deploy branch. Allows committing and merging to main, force-syncing main, and starting dev mode against main. | | Data Model | Edit data model on dev branches | Edit the data model only on non-default branches. Blocks any write that targets the main/deploy branch (including merging to main). | -| Monitoring | Access query history | View deployment query history, performance, and traces. | +| Data Model | Access SQL Runner | Open the SQL Runner and run queries in it. | +| AI | Access AI agents | Use the AI agent in Analytics Chat, workbooks, the IDE, and dashboards. | | Data Export | Download data | Download query results as CSV from workbooks, Analytics Chat, and published dashboards. Granted by default to the built-in Viewer, Explorer, and Developer roles. See [Data download controls][ref-data-download-controls]. | +| Monitoring | Access query history | View deployment query history, performance, and traces. | +| Pre-aggregations | Build pre-aggregations | Trigger pre-aggregation builds, including **Build all** and bulk builds. Removing it prevents accidental large builds. | When **Full access** is checked, the granular checkboxes appear checked and disabled — granting Full access today also covers any deployment-scoped permissions added in the future. @@ -127,7 +130,7 @@ When **Full access** is checked, the granular checkboxes appear checked and disa -**Access deployment** (`DeploymentRead`) and **Download data** (`DownloadData`) are special. They are the only deployment actions that do **not** auto-bump the Base Role to Developer, because Viewers also need them just to open a deployment and download data from it. +**Access deployment** (`DeploymentRead`), **Access AI agents** (`DeploymentAgentRead`), and **Download data** (`DownloadData`) are special. They are the only deployment actions that do **not** auto-bump the Base Role to Developer, because Viewers also need them to open a deployment, use AI chat, and download data from it. @@ -169,7 +172,7 @@ For an analyst who works in one deployment. Add a deployment policy, switch **Scope** to **Specific deployments**, and pick the relevant deployment(s) from the picker. - Check **Access deployment** so the user can open the deployment, and add **Access query history** if they should see query performance. + Check **Access deployment** so the user can open the deployment. Add **Access AI agents** or **Download data** if they need them — those three are the actions an Explorer can hold. Anything else, **Access query history** included, forces the Base Role up to Developer. Click **Create**. @@ -254,5 +257,8 @@ This section lists every action a custom role can grant. The internal action nam | `SchemaRead` | View data model | | `SchemaUpdate` | Edit data model | | `SchemaUpdateDevBranches` | Edit data model on dev branches | -| `APMRead` | Access query history | +| `SqlRunnerRead` | Access SQL Runner | +| `DeploymentAgentRead` | Access AI agents | | `DownloadData` | Download data | +| `APMRead` | Access query history | +| `PreAggregationBuild` | Build pre-aggregations | diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/bar.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/bar.mdx index da3505d375cb6..62f620277ae30 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/bar.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/bar.mdx @@ -41,7 +41,7 @@ All three vertical variants are also available horizontally. Horizontal bars wor ### Composite (bar + line) -Assign one series to the right Y axis and set its mark type to **Line** in [series configuration](/docs/explore-analyze/charts/configuration/series-configuration). This creates a dual-axis chart — useful for overlaying a rate on top of volume data (e.g. order count as bars, revenue per order as a line). +Press **+ Y Axis** on the Fields tab to add a second layer, assign it to the right Y axis, and set its mark type to **Line** in [series configuration](/docs/explore-analyze/charts/configuration/series-configuration). This creates a dual-axis chart — useful for overlaying a rate on top of volume data (e.g. order count as bars, revenue per order as a line). {/* Screenshot: composite bar+line chart with dual Y axes — order count (bars, left axis) and average order value (line, right axis). Place directly below this heading, full-width. (hidden — replace this comment with when image is ready) */} diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/line.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/line.mdx index 61fbb46e74578..c4caa87bb2672 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/line.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/line.mdx @@ -15,7 +15,7 @@ One measure plotted against a time or ordered dimension. The simplest and most c ### Multi-series -Multiple lines plotted on the same axes. Map a second dimension to the **Color** channel to split one measure into one line per dimension value, or add multiple measures to the Y axis to plot them as separate series. +Multiple lines plotted on the same axes. Map a second dimension to the **Color** channel to split one measure into one line per dimension value, or query several measures to plot each as its own series. {/* Screenshot: multi-series line chart — order count by week, split by order status (3–4 colored lines). Place directly below this heading, full-width. (hidden — replace this comment with when image is ready) */} @@ -39,4 +39,4 @@ Line charts use a temporal X axis for time dimensions — continuous, time-aware ## Combining with bars -To layer a line on top of a bar chart, add a second series to the Y axis, set its mark type to **Line** in [series configuration](/docs/explore-analyze/charts/configuration/series-configuration), and assign it to the right Y axis for a dual-axis layout. +To layer a line on top of a bar chart, press **+ Y Axis** on the Fields tab to add a second layer, set its mark type to **Line** in [series configuration](/docs/explore-analyze/charts/configuration/series-configuration), and assign it to the right Y axis for a dual-axis layout. diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/map.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/map.mdx index df9754e14fb7e..1abecc277c3d6 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/map.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/map.mdx @@ -39,7 +39,7 @@ A point map requires: Optional: -- **Size** — numeric measure that scales point radius proportionally. +- **Custom size** — numeric measure that scales point radius proportionally. - **Color** — dimension or measure that colors points by category or value. ### Point color @@ -48,7 +48,7 @@ When no **Color** field is assigned, all points render in the configurable **Def ### Point size -Assign a numeric measure to the **Size** channel to scale point radius by value. The size range (minimum and maximum radius in pixels) is configurable in the settings panel. +When no **Custom size** measure is assigned, every point renders at the configurable **Default size**. Assign a measure to **Custom size** to scale each point's radius by its value instead. ### Clustering diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/pie.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/pie.mdx index 688298f5e27ec..3a0a69ef71d7d 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/pie.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/pie.mdx @@ -25,6 +25,18 @@ Drag the **Inner radius** slider in the Style tab or enter a pixel value. Settin {/* Screenshot: Style tab with the Inner radius control highlighted. Place inline, 50% width, right-aligned. (hidden — replace this comment with when image is ready) */} +## Rings + +A pie's **Fields** tab is its own panel, not the X/Y/Color channels the other chart types use. It has three controls: + +| Control | What it sets | +|---|---| +| **Rings** | The dimensions the circle is divided by, innermost first. With one dimension you get a plain pie; add more and each becomes an outer ring, subdividing the ring inside it. Drag to reorder | +| **Measure** | The measure whose values set each slice's arc length | +| **Tooltips** | The fields shown on hover — see [tooltips](/docs/explore-analyze/charts/configuration/tooltips) | + +The innermost ring doubles as the color dimension, so reordering the rings also changes what the slices are colored by. + ## Color and slice ordering Slices are colored using the active [color palette](/docs/explore-analyze/charts/configuration/color-and-stacking) in palette order, matched to the sort order of your query results. To change which slice appears first, adjust the sort in the results table. diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/scatter.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/scatter.mdx index 70feeb5640368..7658d75c84803 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/scatter.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/scatter.mdx @@ -19,17 +19,13 @@ Map a dimension to the **Color** channel to assign each point a color by categor {/* Screenshot: scatter chart — same axes, points colored by traffic source (4–5 colors). Place directly below this heading, full-width. (hidden — replace this comment with when image is ready) */} -### With size encoding - -Map a third numeric measure to the **Size** channel to scale each point's radius by value. Use this to encode a third variable without adding a new axis. - -{/* Screenshot: scatter chart with sized and colored points — average order value (X), return rate (Y), total revenue as size, colored by category. Place directly below this heading, full-width. (hidden — replace this comment with when image is ready) */} - ## Size encoding -Assign a measure to the **Size** channel in the Fields tab. Points scale proportionally to the measure value. Configure the minimum and maximum radius in the Style tab. +The Fields tab has no **Size** channel: it offers X, Y, Color, tooltips, data labels, and small multiples. To scale each point's radius by a third measure, add a `size` encoding to the chart's Vega specification with the spec editor. + +Once the specification has a `size` encoding, a **Size** section appears on the Style tab, where its legend can be configured like the color legend. -{/* Screenshot: Fields tab with Size channel assigned — showing the size field token. Place inline, 50% width, right-aligned. (hidden — replace this comment with when image is ready) */} +{/* Screenshot: scatter chart with sized and colored points — average order value (X), return rate (Y), total revenue as size, colored by category. Place directly below this heading, full-width. (hidden — replace this comment with when image is ready) */} ## Tooltips diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/axes.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/axes.mdx index 817a7833f03e5..aa0dc70374135 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/axes.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/axes.mdx @@ -36,7 +36,7 @@ The **Axes** section in the Style tab controls the appearance and behavior of th Add a second Y axis on the right side of the chart to plot a series on a different scale. This is useful for combining measures with different units or magnitudes — for example, showing order count on the left axis and average order value on the right. To use the right axis: -1. In the **Series configuration** for a specific series, change the **Y axis** assignment from **Left** to **Right**. +1. Press **+ Y Axis** on the Fields tab to add a [Y-axis layer](/docs/explore-analyze/charts/configuration/series-configuration), then change its **Y axis** assignment from **Left** to **Right**. 2. The right axis settings appear in the Style tab — configure its title, labels, and scale independently from the left axis. {/* TODO screenshot: dual-axis chart with bar on left axis and line on right axis (hidden — replace this comment with when image is ready) */} diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/color-and-stacking.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/color-and-stacking.mdx index 29c8502d396e2..6d7462a868c1f 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/color-and-stacking.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/color-and-stacking.mdx @@ -47,9 +47,11 @@ If none of the provided palettes fit your needs, you can build a custom palette To reuse a custom palette across charts, copy the hex codes and paste them into the custom palette editor of another chart. -## Series color controls +## Mark color -When no Color channel is assigned (single measure, no color-by), each series gets an individual color picker in the **Series** section of the Style tab. Click the color swatch next to a series to change its color. +When no Color channel is assigned (a single measure, no color-by dimension), the **Style** tab offers a color swatch for the chart's mark on bar and line charts. Click it to pick a color. + +Once a Color channel is active the swatch is not shown — including in [multi-series mode](/docs/explore-analyze/charts/configuration/series-mapping), where the channel is pinned to **Series**. Colors then come from the palette above, assigned to each series by its position in the list. ## Stacking options diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/index.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/index.mdx index 417c2f30dc83e..8e60bf2593077 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/index.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/index.mdx @@ -7,8 +7,8 @@ The chart configuration panel has two tabs — **Fields** and **Style** — avai | Page | What it covers | |---|---| -| [Series mapping](/docs/explore-analyze/charts/configuration/series-mapping) | Assigning query columns to chart channels (X, Y, color, size, tooltip) | -| [Series configuration](/docs/explore-analyze/charts/configuration/series-configuration) | Per-series mark type, color, and individual display options | +| [Series mapping](/docs/explore-analyze/charts/configuration/series-mapping) | Assigning query columns to chart channels (X, Y, color, small multiples, tooltip) | +| [Series configuration](/docs/explore-analyze/charts/configuration/series-configuration) | Mark type, axis assignment, and display options per Y-axis layer | | [Color & stacking](/docs/explore-analyze/charts/configuration/color-and-stacking) | Color palettes, stacking mode, stacked segment sorting, and legend placement | | [Small multiples](/docs/explore-analyze/charts/configuration/small-multiples) | Splitting a chart into a grid of panels, one per value of a dimension | | [Axes](/docs/explore-analyze/charts/configuration/axes) | Axis titles, grid lines, label formatting, dual Y-axis, and reference lines | diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/series-configuration.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/series-configuration.mdx index 680fa3fd373ca..85d279406a40e 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/series-configuration.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/series-configuration.mdx @@ -1,9 +1,11 @@ --- title: Series configuration -description: Configure individual series — mark type, color, and display options — independently from the global chart settings. +description: Configure Y-axis layers — mark type, axis assignment, stacking, and data labels — independently from the global chart settings. --- -Series configuration lets you override chart settings on a per-series basis. Access it from the **Fields** tab by expanding an individual series in the Y-axis section. +Series configuration applies to a chart built from **Y-axis layers**. Below the Y channel on the **Fields** tab there is a **+ Y Axis** button; each press adds a layer with its own fields, mark type, and axis assignment. It is not a channel dropdown, and it is offered only when the X axis is categorical or time-based and the chart is neither a heatmap, a boxplot, nor [split into small multiples](/docs/explore-analyze/charts/configuration/small-multiples). + +A chart can also carry several series without layers, when the query itself returns more than one measure. That is [multi-series mode](/docs/explore-analyze/charts/configuration/series-mapping), and its measures are listed in a **Series** section whose rows carry no settings of their own — so the settings on this page are never per-measure. With no layers there is nothing to override: data labels, stacking, and color come from the global [data labels](/docs/explore-analyze/charts/configuration/data-labels) and [color & stacking](/docs/explore-analyze/charts/configuration/color-and-stacking) settings, and mark type and axis assignment do not apply at all — every series is drawn with the chart's own mark, on its one Y axis. Add a layer and it gets its own mark type, Y axis assignment, data labels, and stacking. **Which one you are in is visible on the Fields tab**: a layer is a repeat of the whole set of Fields controls, with its own mark type and axis assignment, while multi-series is a **Series** list inside one such set. The two can coexist, so a layer can itself be in multi-series mode. {/* TODO screenshot: series configuration panel expanded for one series (hidden — replace this comment with when image is ready) */} @@ -18,18 +20,16 @@ Available mark types per series: - **Scatter** (point) To create a bar + line chart: -1. Add two measures to the Y axis. -2. Expand the second series in the Fields tab. +1. Click **+ Y Axis** on the Fields tab to add a second layer. +2. Pick the measure it should plot. 3. Set its mark type to **Line**. 4. Optionally assign it to the **Right Y axis** in the same panel (see [Axes](/docs/explore-analyze/charts/configuration/axes)). {/* TODO screenshot: second series with mark type set to Line (hidden — replace this comment with when image is ready) */} -## Series color - -When no **Color** channel is assigned (single-color charts with no color-by dimension), each series has an individual color picker. Click the color swatch to open the picker and set a custom color for that series. +## Color -This setting has no effect when a Color channel is active — in that case, colors are managed by the palette in [Color & stacking](/docs/explore-analyze/charts/configuration/color-and-stacking). +Color is not set per layer. It is a chart-level control on the **Style** tab, and only when no Color channel is assigned — see [mark color](/docs/explore-analyze/charts/configuration/color-and-stacking). ## Y axis assignment diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/series-mapping.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/series-mapping.mdx index 4489b16d23a1a..acd0d4609e484 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/series-mapping.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/series-mapping.mdx @@ -1,11 +1,11 @@ --- title: Series mapping -description: Assign query columns to chart channels — X axis, Y axis, color, size, and tooltips. +description: Assign query columns to chart channels — X axis, Y axis, color, small multiples, and tooltips. --- Series mapping controls which query columns are assigned to which chart channels. This is done in the **Fields** tab of the chart configuration panel. -{/* TODO screenshot: Fields tab open showing drag targets for X, Y, Color, Size, Tooltip (hidden — replace this comment with when image is ready) */} +{/* TODO screenshot: Fields tab open showing the X, Y, Color, Small multiples and Tooltip channel dropdowns (hidden — replace this comment with when image is ready) */} ## Chart channels @@ -13,24 +13,32 @@ Series mapping controls which query columns are assigned to which chart channels |---|---|---| | **X** | The horizontal axis dimension or time field | Bar, line, area, scatter, heatmap, boxplot | | **Y** | The vertical axis measure | Bar, line, area, scatter, boxplot | -| **Color** | Creates one series per unique value; controls stacking behavior | All Vega-based types | -| **Size** | Scales point radius by a numeric measure | Scatter, map | -| **Split by** | Repeats the chart once per unique value, as a grid of panels — see [small multiples](/docs/explore-analyze/charts/configuration/small-multiples) | Bar, line, area, scatter | -| **Tooltip** | Fields shown on hover | All types | -| **Theta** (pie) | The measure that determines slice size | Pie | +| **Color** | Creates one series per unique value; controls stacking behavior | All Vega-based types except boxplot | +| **Small multiples** | Repeats the chart once per unique value, as a grid of panels — see [small multiples](/docs/explore-analyze/charts/configuration/small-multiples). Its dropdown is labelled **Split by** | Bar, line, area, scatter | +| **Tooltip** | Fields shown on hover | Vega-based types, pie, and map — but not table, KPI, or HTML. Pie and map use a checklist instead of field rows — see [tooltips](/docs/explore-analyze/charts/configuration/tooltips) | + +Pie charts do not use the X, Y, or Color channels. Their **Fields** tab is its own panel — **Rings**, **Measure**, and **Tooltips** — described under [rings](/docs/explore-analyze/charts/chart-types/pie). ## Assigning fields -Drag a field from the **Available fields** list at the bottom of the Fields tab into the target channel slot. You can also drag an already-assigned field between channels. +Each channel is a dropdown. Open the channel you want to fill and pick a column from the list — the chart updates as soon as you choose. The **Tooltip** channel is the exception: it holds several fields, one dropdown per row — see [tooltips](/docs/explore-analyze/charts/configuration/tooltips). + +The same column can be used in more than one channel. Picking a dimension for the X axis does not remove it from the tooltip, so you can show a field on both. + +{/* TODO screenshot: the Color channel dropdown open, showing the available columns (hidden — replace this comment with when image is ready) */} + +## Multiple measures on one chart + +Add a second measure to the query and the chart plots each measure as its own series. This is a property of the query rather than a channel you set: the Y dropdown holds one column, so when a second measure arrives the **Fields** tab replaces the Y channel with a **Series** section listing one row per measure. -Fields can appear in more than one channel simultaneously — drag from **Available fields** to add a field to a second channel without removing it from the first. For example, you can assign the same dimension to both the X axis and the tooltip. +The other way to plot two measures is to give each its own Y-axis layer with **+ Y Axis**, the button below the Y channel. Each layer has its own copy of the Fields controls and the rule above applies inside each one separately: a layer showing one measure keeps a plain Y channel, and a layer showing several gets its own **Series** section. Layers are also what carry per-series mark types — see [series configuration](/docs/explore-analyze/charts/configuration/series-configuration). -{/* TODO screenshot: dragging a field from available fields into the Color channel (hidden — replace this comment with when image is ready) */} +While the chart is in this multi-series mode, the **Color** channel stays pinned to **Series** and cannot be pointed at another column — it reports the mode rather than setting it. -## Multiple measures on Y +Series colors come from the [color palette](/docs/explore-analyze/charts/configuration/color-and-stacking) by position in the list. The **Series** section itself carries no per-series settings — its rows only name a measure and remove it. -To plot multiple measures as separate series, drag additional measures into the **Y** channel. Each measure renders as its own series, with independent color and style settings in [series configuration](/docs/explore-analyze/charts/configuration/series-configuration). +To leave multi-series mode, remove measures with the **×** beside each row in the **Series** section. Once one measure is left the chart is single-series again, and the **Color** channel becomes selectable. ## Removing a field -Drag a field out of its channel slot back to **Available fields**, or click the **×** on the field token to remove it. +Clear the channel with the **×** on its dropdown. The chart re-renders without that encoding. In the **Tooltip** channel the **×** removes one row, leaving the other tooltip fields in place. diff --git a/docs-mintlify/docs/explore-analyze/charts/configuration/tooltips.mdx b/docs-mintlify/docs/explore-analyze/charts/configuration/tooltips.mdx index 1f4ec0b5956d6..ba7300523328e 100644 --- a/docs-mintlify/docs/explore-analyze/charts/configuration/tooltips.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/configuration/tooltips.mdx @@ -3,29 +3,35 @@ title: Tooltips description: Control which fields appear when a user hovers over a chart mark. --- -Tooltips appear when a user hovers over a data point in a chart. By default, Cube automatically populates the tooltip with all fields mapped to chart channels. You can customize which fields are shown and in what order. +Tooltips appear when a user hovers over a data point in a chart. By default, Cube automatically populates the tooltip with all fields mapped to chart channels. You can customize which fields are shown. {/* TODO screenshot: tooltip displayed on a bar chart showing multiple fields (hidden — replace this comment with when image is ready) */} ## Default behavior -When a chart is first created, all fields assigned to the chart (X, Y, color, size) are included in the tooltip automatically. The tooltip is enabled by default on all Vega-based chart types (bar, line, area, scatter, heatmap, boxplot) and on map charts. +When a chart is first created, the fields assigned to its channels (X, Y, Color) are included in the tooltip automatically. The tooltip is enabled by default on all Vega-based chart types (bar, line, area, scatter, heatmap, boxplot), on pie, and on map charts. Table, KPI, and HTML charts have no tooltip control. + +A pie chart has no X, Y, or Color channel, so its default tooltip includes every field in the query instead, in [ring](/docs/explore-analyze/charts/chart-types/pie) order. ## Configuring tooltip fields -Open the **Fields** tab of the chart configuration panel. The **Tooltip** section shows the list of fields currently included in the tooltip. +On the Vega-based types, open the **Fields** tab of the chart configuration panel and expand the **Tooltips** section. Each field in the tooltip is one row: a dropdown naming the field, and an **×** that removes the row. | Action | How | |---|---| -| **Add a field** | Drag a field from **Available fields** into the Tooltip slot | -| **Remove a field** | Click the **×** on a field token in the Tooltip list | -| **Reorder fields** | Drag field tokens within the Tooltip list | +| **Add a field** | Click **+ Tooltip**, then pick a column from the new row's dropdown | +| **Change a field** | Pick a different column from that row's dropdown | +| **Remove a field** | Click the **×** at the end of the row | + +Fields appear in the tooltip in the order the rows are listed, which is the order they were added. + +Pie and map charts use a different control: a **Tooltips** row whose button opens a checklist of the query's columns. Tick the fields to show — there are no per-field rows, and no ordering. -{/* TODO screenshot: Tooltip section in the Fields tab with field list (hidden — replace this comment with when image is ready) */} +{/* TODO screenshot: the Tooltips section expanded in the Fields tab, showing its field rows and the + Tooltip button (hidden — replace this comment with when image is ready) */} ## Disabling tooltips -To turn off tooltips entirely, remove all fields from the Tooltip slot. When the Tooltip slot is empty, no tooltip is shown on hover. +Turn off the switch on the **Tooltips** section header. Turning it back on restores the automatic tooltip rather than the field list you had configured, so a custom list has to be rebuilt. Pie and map charts have no such switch — clear every field from the checklist instead. ## Tooltip behavior on stacked charts diff --git a/docs-mintlify/docs/explore-analyze/charts/index.mdx b/docs-mintlify/docs/explore-analyze/charts/index.mdx index 5bb8603fad291..8705595af1625 100644 --- a/docs-mintlify/docs/explore-analyze/charts/index.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/index.mdx @@ -30,8 +30,8 @@ Charts generated by the AI are written as [Vega-Lite v5](https://vega.github.io/ Adjust the appearance of any chart through the configuration panel: - **[Color and stacking](/docs/explore-analyze/charts/configuration/color-and-stacking)** — Color palettes, series coloring, and stacking behavior -- **[Series configuration](/docs/explore-analyze/charts/configuration/series-configuration)** — Per-series mark type, color, and display options -- **[Series mapping](/docs/explore-analyze/charts/configuration/series-mapping)** — Assign query fields to chart channels (X, Y, color, size) +- **[Series configuration](/docs/explore-analyze/charts/configuration/series-configuration)** — Mark type, axis assignment, and display options per Y-axis layer +- **[Series mapping](/docs/explore-analyze/charts/configuration/series-mapping)** — Assign query fields to chart channels (X, Y, color, small multiples, tooltip) - **[Axes](/docs/explore-analyze/charts/configuration/axes)** — Axis titles, grid lines, scale, and reference lines - **[Tooltips](/docs/explore-analyze/charts/configuration/tooltips)** — Fields shown on hover - **[Data labels](/docs/explore-analyze/charts/configuration/data-labels)** — Values displayed directly on chart marks