Use this guide to arrange components on a report page, reuse a configured chart, and check your work before saving. A component is an item on the canvas, such as a chart, filter, text box, or rectangle.

You need a report you can edit. To populate a chart, you also need access to an analysis model with category fields and measures. If you have not prepared a model yet, start with Create Your First Analysis Report.

Open the designer and understand selection

From Home, click Create Report to start a blank report. For an existing report, open it from Personal or Public, then click Edit.

The designer has three main working areas:

Area	What you use it for
Canvas	Place components and select the items you want to change.
Top toolbar	Set dimensions, copy or delete components, arrange them, and access Save and Preview. Hover over an icon to see its name.
Right panel	Add components when the page is selected, or configure the selected component's data and appearance.

Selection determines what you are editing. Click a component to select it; its outline and resize handles appear. Hold Ctrl and click additional components to select several. Click an empty area of the canvas to return to the page.

Check the heading at the top of the right panel before changing anything:

• Page means you are editing the page. The toolbar's W(px) and H(px) values are the page dimensions.
• A component type, such as Clustered Column, means you are editing that component. W(px) and H(px) now refer to its width and height.

Add a chart and give it data

1. Click an empty area of the canvas to show Components in the right panel.
2. Expand Charts and click Clustered Column.
3. Click on the canvas to place the chart. Select it if its Data panel is not already open.
4. Under Analysis model, click +. Expand the model entry, select the analysis model beneath it, and click Back.
5. Under X-axis, click +, expand the field group, select a category field, and click Back.
6. Under Measures, click +, select a numeric measure, and click Back.

The example below uses the existing aggregate table model, store_state as the category, and store_sales as the measure. Use equivalent fields from your own model; these sample names are not required.

Check that the chart shows the expected categories and values before adjusting its layout. A newly placed chart still needs field assignments; placing it on the canvas does not configure its data.

To give the chart a readable title, open Style, expand Title, and edit the title text. For other chart types and field arrangements, see Adding Charts.

Move and resize components

Select a component, then drag it to a new position. For charts, the title area is a convenient place to start dragging. To move several components together, select them with Ctrl first.

To resize a selected component:

• Drag a corner or edge handle for a visual adjustment.
• For an exact size, enter W(px) and H(px) in the top toolbar and press Enter after each value. For example, the charts in this guide are 360 × 330 px.

Check the resulting title, axis labels, and legend. A component can fit the available space while leaving too little room for its contents.

For page dimensions and display modes, see Report Page Size and Display Settings.

Copy a component and adapt it

Use a copy when another chart needs the same model, fields, size, or styling.

1. Select the component.
2. Click Create copy in the top toolbar, shown as two overlapping sheets.
3. Move the new copy away from the original. It initially appears slightly offset and can overlap the original.
4. Select the copy and review Data. Change its fields as needed, then update Style → Title.

For example, copy Sales by State, keep store_state, and use unit_sales to make Units by State. In the field picker, selected fields have a check mark. Deselect the old measure if you want to replace it; adding another measure can leave both measures in the chart.

Changing only the title does not change what the chart calculates. Always check the field assignments in the copy.

Align a row and make its spacing even

Alignment puts component edges or centers on the same line. Distribution makes the spacing between components even. For a row of charts, use both operations.

1. Give the charts a consistent size.
2. Position the first and last charts where you want the row to start and end.
3. Hold Ctrl and select each chart in the row.
4. Open the alignment menu in the top toolbar and choose Align top.

5. With at least three components selected, open the distribution menu beside the alignment menu and choose Distribute horizontally.

The charts should now have a shared top edge and even gaps. For a column, use Align left and Distribute Vertically. If the controls are disabled, check that you have selected multiple components. Select the charts themselves, excluding any background shape.

Control which component appears in front

Layer order matters when components overlap. For example, a rectangle used as a background should sit behind the charts.

Select the component and open the layer-order menu in the top toolbar, shown as overlapping squares:

Command	Result
Bring forward	Move the component one step toward the front.
Bring to front	Place it in front of the other components.
Send backward	Move it one step toward the back.
Send to back	Place it behind the other components.

To create a background, add Components → Assists → Rectangle, size and position it, then choose Send to back. Set its color under Style → Effects → Background Color.

Layer order changes what covers what; it does not align or reposition components. If an overlapping shape prevents you from selecting a chart, select the shape and send it behind the chart.

Switch a chart to another type

1. Select one chart.
2. Open the chart-type menu in the top toolbar, shown as a circle, triangle, and square.
3. Choose the target type. For example, change Clustered Column to Clustered bar.
4. Review Data and the rendered chart after the change.

For the column-to-bar example, the model and measure remain assigned, and store_state moves from X-axis to Y-axis. Check the field slots required by the target type, as well as its title, labels, and legend, before continuing. Do not assume every chart type uses the same field arrangement.

Delete, recover, preview, and save

To remove components, select them and press Delete, or use the trash icon in the top toolbar. If you remove the wrong component, click Undo while the action is still available in the current editing session. Undo also lets you reverse a recent move or resize.

Before finishing:

1. Click Preview to inspect the report without the editing panels. Check for overlap, clipped titles or labels, and unexpected data.
2. Click Edit to return to the designer and make any adjustments.
3. Click Save. For a new report, choose Personal or the intended destination folder, enter a File name, and click Save in the dialog.
4. Reopen the report from its saved location and check that the layout and field assignments are present.

Preview is a viewing step; use Save to keep your edits. For a separate layout designed for phones, continue with Mobile Layout View.