| Identifier |
|
Optionally provide a label that will be used to uniquely identify this instance of the visual across all reports. This can be used to 'share' rendering logic in different dashboards (when using the same data fields). |
| Version Number |
|
Specify the version number of the code that was generated for this visual. This lets you revert to earlier renderings. Generating new renderings will increment the version number. Set to 0 to force a fresh rebuild. |
| Privacy Level |
+Include Column Detailed Stats |
Controls how much data is shared with the back-end service. Sharing more information can help build more meaningful visualizations. 'Detailed Stats' is the default, where per-column statistics (e.g. the mean) are shared. At 'Detailed Stats' and above, two narrow categories of actual text values are also shared verbatim — to pin correct axis order and stop the model guessing labels it cannot see: (1) recognized ordinal labels (weekday, month, quarter, and survey scales like Likert); and (2) short, low-cardinality category codes — either common generic labels (clothing sizes S/M/L/XL, days, months, Y/N) or alphanumeric codes with at most one letter plus a digit (e.g. 'Q1', 'J-01'), capped at 15 distinct values. All other text values stay obfuscated. Below 'Detailed Stats', NO actual text values are shared. 'Sample Data' additionally sends a few obfuscated sample rows. |
| Reasoning Mode |
Leave to visual |
How many LLM passes are used. More passes cost more credits but usually improve results. 'Leave to visual' (default) picks a mode by heuristic. 'Code pass only' generates the chart in a single pass - fastest and cheapest, with no chart-selection review. 'Pre-validate pass' adds a validator that picks the most suitable chart before code is written. 'Pre-and-post validate pass' adds both that validator and a post-generation proofread, for the highest quality. 'Code and post-validate pass' skips the validator (the visual's own engine picks a valid chart) and runs only the proofread. (in 2.0) |
| Model Temperature |
30 |
For models that support it, controls how creative versus deterministic the generated code is. Scale is 1-100; 100 means the most creativity the selected model supports (e.g. 2.0 for OpenAI/DeepSeek chat models, 1.0 for Anthropic Claude). 50 is the model's own default temperature. 1 is highly deterministic (greedy decoding). Lower values produce more reproducible but less varied chart designs; higher values produce more creative but less predictable output. On retry after a code-generation error, the server automatically reduces temperature for better instruction adherence. |
| Change Creates New |
On |
When enabled (default), changing the data fields or a generation-affecting setting automatically creates a new version. When disabled, the current chart is kept until you rebuild manually (set 'Version Number' to 0 or click the rebuild button). |
| Field Descriptions |
|
You can optionally provide a description for one or more fields in your data source. This can help provide context for better code generation. You can provide a description for each field on sequential lines, or prefix each line with 'field name:' to name specific fields (matching the display names in the data well). Limit: 500 characters total across all descriptions for licensed accounts; ignored entirely for freemium requests. (Bring-Your-Own-Key accounts have no limit.) Longer text is truncated server-side. |
| Commentary |
|
You can optionally provide an explanation of the data, constraints, and any other relevant information. Limit: 500 characters for licensed accounts; ignored entirely for freemium requests. (Bring-Your-Own-Key accounts have no limit.) Longer text is truncated server-side. |
| Favor General Type |
N/A |
Steers the engine toward a family of chart types. 'Traditional' favors familiar charts (bar, column, line, pie, scatter); 'Non-traditional' favors richer forms (treemap, sunburst, Sankey, chord, heatmap, etc.). 'N/A' (default) leaves the choice to the engine. Note: choosing 'Traditional' also turns off the 'Chart Variety' nudge, since the two work against each other. |
| Allow Generated Measures |
Leave to Visual |
Whether the LLM is encouraged to invent derived measures (ratios, z-scores, period-over-period change, etc.) when picking a chart. 'Yes' tells the LLM to always propose 2-4 derived measures and refuse plain bar/line charts of raw values. 'No' suppresses derived-measure generation entirely — the chart reflects raw columns only. 'Leave to Visual' (default) lets the server roll a die (currently 90% yes / 10% no) so most generations get the richer treatment while occasional runs surface a baseline view. |
| Industry Context |
N/A |
Optional — tells the model what industry this data belongs to, so it interprets your columns through the right lens (e.g. a 'spend' column in Logistics is freight/fuel, not ad spend). This helps it infer genuinely valid domain measures AND avoid coining ones the data doesn't support. 'N/A' (default) leaves the model to infer context from the column names alone. |
| Favor Data Point Values |
N/A |
Whether to print data labels - the numeric value drawn on each bar, point, or slice. 'Yes' asks for them, 'No' suppresses them, 'N/A' (default) leaves the choice to the engine (which may omit them when marks are too dense to stay legible). |
| Title Text |
Leave to Visual |
Whether the generated chart should render its own title. 'Leave to Visual' lets the visual decide based on viewport size and a randomized preference (small viewports skip the title; otherwise the title is included on roughly 1-in-4 generations). 'Include' forces a chart title. 'Exclude' tells the LLM not to render one — typically because the report already shows a title outside the chart. |
| Legend Placement |
Auto |
Where the chart legend (if any) should be drawn. 'Auto' places the legend outside the plot area when the viewport is wide enough (≥ 500 px) and leaves it to the renderer otherwise — and for chart families that already name everything inline (flow/Sankey, whose nodes are labelled), Auto may omit the standalone legend entirely. 'Outside' forces the legend into the chart margin (right or bottom) for maximum plot real estate. 'Inside' keeps it inside the plot area where overlap with the data is minimized. 'None' tells the model to OMIT any standalone legend and rely on the chart's own labels. Single-series charts get no legend regardless of this setting. |
| Favor Limit To |
N/A |
Suggests filtering to a subset before charting: 'Latest' (most recent period), 'Top' / 'Bottom' (highest / lowest by the measure), 'Most common', or 'Outliers'. Use 'Favor Limit Count' to cap how many items are kept, and 'Allow Group to Others' to choose whether the remainder is bucketed into 'Others' or dropped. 'N/A' (default) leaves the choice to the engine. |
| Favor Limit Count |
|
Allows suggesting a limit for the number of groups, categories, etc. (blank or 0 = no limit implied / left to LLM) |
| Chart Variety |
|
Probability (0–1) that the engine deliberately favors a less conventional — but still semantically sound — chart instead of the single most obvious one for your data. Higher = more variety across regenerations. Blank = use the server default. Correctness always wins: if only the obvious chart can represent the data honestly, it is kept. Ignored when you've forced a specific chart type or set 'Favor General Type' to 'Traditional'. |
| Favor Overlay |
Leave to Visual |
Strongly suggests adding the chosen analytical overlay so you get it without asking. The engine still applies it only where it fits the chart + data (and may add any measures it needs). 'Leave to Visual' lets the engine decide. |
| Compactness |
Leave to visual |
Controls how aggressively the LLM aggregates high-cardinality columns before placing them on a chart axis. \ |
| Group to Others Label |
|
Optional — RENAMES the 'Others' bucket (default name is 'Other'). Grouping the remainder is controlled by the 'Allow Group to Others' toggle, not by this field. |
| Allow Group to Others |
On |
When ON (default), limiting (Favor Limit Count / Favor Limit To) groups the remaining values into an 'Others' bucket so nothing is dropped. When OFF, the remainder is dropped — a 'leaderboard' showing only the limited set. |
| Favor Date Summary |
N/A |
Suggests the time grain to roll dates up to before charting (Day, Week, Month, Quarter, Year, Decade). 'N/A' (default) leaves the choice to the engine based on the date range. |
| No Data Text |
|
When there is no data available, this text can be shown in place of the chart with no data present. |
| Retry Count |
2 |
Controls if / how many retries may be attempted if the generated code fails to render due to a client-side error. You will incur credit usage for retries, but larger values increase your chance of successful rendering. '0' disables retries. |
| Maximum Rows |
250000 |
No more than this number of rows will be loaded for analysis and rendering. (Larger numbers can have negative performance implications.) |
| Execution Timeout (seconds) |
120 |
If the client-side rendering takes longer than this number of seconds, it will automatically be canceled. |
| Allow Generate in View Mode |
Off |
When enabled, report users can choose to invoke generation of new layouts, at run-time, via the generate button. These will not be saved. |
| Click Shows Summary |
On |
When enabled, clicking on the generated image shows the summary (with any enabled buttons). |
| Save Thumbnails |
Off |
When enabled, initial renderings of versions can be saved at bizintelligencechampions.com, to be used as thumbnail images. |
| Use Default Context Menus |
Off |
When enabled, context menus will be the browser default as opposed to the Power BI context menu. This gives you the option to use browser menu features (eg. copy image). |
| Allow Tooltips |
On |
When enabled (default), hovering a mark shows a tooltip. Use 'Tooltip Source' to choose between the visual's data tooltip and the chart library's native tooltip. Turn off to suppress hover tooltips entirely. |
| Tooltip Source |
Auto (default) |
Which tooltip shows on hover. 'Auto' (default) uses the chart library's own tooltip for Plotly (purpose-built, shows true aggregates) and the visual's tooltip for D3 (D3 charts usually don't draw their own). 'Visual' always uses the visual's 'Data sample' tooltip, integrated with Power BI (for Plotly it suppresses the library's native tooltip to avoid a double tooltip). 'Chart' always uses the chart library's native tooltip and shows no visual tooltip (a D3 chart may then show none if the generated code didn't draw one). |
| Show Plotly Toolbar |
On |
Applies only to Plotly interactive renders. When enabled, Plotly's toolbar appears on hover in the top-right corner of the chart, giving users zoom, pan, box-select, lasso-select, autoscale, and reset-axes tools. When disabled, the toolbar is hidden and drag gestures still zoom (single-click cross-filter is unaffected either way). |
| Plotly Legend Click Behavior |
Cross-filter (default) |
Controls what happens when a user clicks a legend swatch or label on a Plotly-rendered chart. 'Cross-filter' (default) treats the click as a Power BI selection — every row in that category becomes the active filter, dimming non-selected marks here and cross-filtering other visuals on the page (Ctrl/Shift+click accumulates). 'Hide/show trace (Plotly default)' restores Plotly's native behavior of toggling that trace's visibility within this visual only — no cross-filter is sent. 'Disabled' makes legend clicks do nothing. D3-rendered charts ignore this setting (D3 legends don't fire through the same path). |
| Plotly Sankey Node Behavior |
Click to cross-filter (default) |
Controls what happens when a user clicks a node rectangle on a Plotly-rendered Sankey diagram. 'Click to cross-filter' (default) disables Plotly's node-drag handler so clicks reliably fire as Power BI selections — the click cross-filters other visuals on the page and dims unselected nodes/links here. 'Drag to rearrange (Plotly default)' restores Plotly's native draggable nodes; in this mode clicks are typically consumed by the drag handler and do NOT cross-filter (a known Plotly Sankey behavior). Pick this only when laying-out nodes manually matters more than cross-filter. Applies only to Plotly Sankey traces; other chart types are unaffected. |