Overview

Mode includes a variety of built-in charts, tables and visualizations that you can use to quickly build reports that tell stories with your data. Once you successfully execute a SQL query, you can create a new visualization on top of that data from the report editor.

Ready to go beyond the built-in visualizations? Explore more advanced visualizations by embedding your own HTML, CSS, and JavaScript.

Charts

Mode includes a number of built-in charts that you can quickly build on top of query results and add to your reports. To add a new built-in chart:

  1. Navigate to the report you want to modify and click Edit in the header.
  2. On the left side, find the query with the data you want to build a chart on top of and click the green plus button under it.
  3. Click Add Chart.
  4. Under Chart Settings, select the desired chart type dropdown menu.
  5. Drag a Dimension or Measure into the X-Axis or Y-Axis drop zone. If needed, add multiple Measures in the Y-Axis drop zone.
  6. Right click on a Measure change the aggregation type (Count, Sum, Average, etc.). Measures in the Y-Axis zone that have aggregations applied will result in the pill expressing the aggregation type.
  7. Aggregate data by a second Dimension by dragging another field into the color drop zone.
  8. Click on Format tab to change labels, format axes, and adjust overall colors.

When a new chart is created, it is automatically added the Report Builder.

What are dimensions and measures?

Your query’s data is automatically organized into Measures and Dimensions based on each column’s data type. to enable quick categorizing or aggregating in Mode’s chart editor. Measures and Dimensions can be dropped into either axes drop zone.

Dimension: Data that is qualitative and gives context to one or more measures. Dimensions typically hold discrete data such as categories or hierarchies that cannot be aggregated. Examples include sales territory, customer ID, or customer segment.

Measures: Data that is quantitative and must be contextualized by one or more dimensions in order to be effectively consumed. Measures are often aggregated by sum, average, or count of instances. Examples include fields like sales amount, number of deals closed, or revenue.

Big Number

Big Number visuals are useful for highlighting key metrics and how those metrics change over time.

Big Number

To view this example report, click here. To add a Big Number visual to a report:

  1. Navigate to the report you want to modify and click Edit in the header.
  2. On the left side, find the query with the data you want to build a Big Number on top of and click the green plus button under it.
  3. Click Add Big Number.

Note: Big Number charts rely on numerical fields from the Display Table. If your dataset only includes non-numerical results, such as text or date fields, you may need to tweak your query by using an aggregate function to get your data into a numerical format (check out our SQL tutorial if you need a refresher on aggregate functions).

Configuring

In the Data tab, you can specify which data point you want the Big Number chart to display. There are five fields you can alter:

  1. Value: The column you want to use in the Big Number chart.
  2. Aggregate: The aggregate value you wish to display on the chart.
  3. Sort by: This allows you to sort your query results, which will change the number that’s displayed as the Last Value. You can sort by column and ascending or descending order.
  4. Trend: If you’ve selected Last Value as the aggregate, you can choose to display the rate of change or the total change under the Big Number value.
  5. Compare To: The value you want to compare against the Last Value.
    • Previous Value: The value in the row directly above the Last Value.
    • First Value: The value in the top row in the table. This value is determined by the Sort by field.
    • Custom: This allows you to compare the Last Value against a value several values back (e.g. compare the Last Value to a value that is three values back).

Formatting

The Format tab allows you to fine tune how the Big Number looks.

  1. Formatting: This allows you to choose the data type of the Big Number, such as a plain number, a percentage, a financial metric, or as currency.
  2. Trend: If you’ve chosen to display a trend below the Big Number, you can add a label, specify precision by decimal place, and pick the color scale.

Click the top of the chart to add a title or rename the chart. You can also include description text underneath the title.

Display Table

The first time you successfully execute a query, a table containing the query results is automatically added to your report. You can remove this table from your report by locating it in the Report Builder, clicking on the table, and clicking Remove.

Formatting and choosing what columns are displayed

By default, data tables display all columns returned in the underlying query and formatting according to the data type of each column. To modify this formatting or choose which columns are displayed, click on Display Table under the query containing the underlying data. In this view you can modify the way the table appears:

Columns: Un-check any columns on the right side to remove them from the table. Sort: Click on the header of the column you’d like to sort by and click the drop down button that appears on the right side to choose how you want the table sorted. Formatting: Click on the column header for any column and you can customize it’s data formatting using the drop down menu on the right. Depending on which format you choose, a number of additional customization options will appear.

Pivot Table

A pivot table can help you aggregate, summarize or organize query results by allowing you to easily sum, average, and count items and display the results to users. Mode allows you to easily create a pivot table on top of any set of query results:

  1. Navigate to the report you want to modify and click Edit in the header.
  2. On the left side, find the query with the data you want to build a pivot table on top of and click the green plus button under it.
  3. Click Add Pivot Table.
  4. Drag and drop fields from your query results to the quadrants on the bottom right to configure. Set columns and rows to choose the value you want to display. Fields should be dragged into the Rows quadrant in the order of nesting.
  5. Your pivot table will be automatically added to the report builder, and just like any other report element, it can be adjusted within the report builder.

Text Box

In the Report Builder, add text elements, links, and images to enrich and add context to your Mode report. Just like charts and tables, text boxes can be rearranged within the Report Builder.

  1. Navigate to the report you want to modify and click Edit in the header.
  2. In the Reporting section on the left, click on Report Builder.
  3. Click Add Text.
  4. A new Text Box will be added to your report. Type in whatever text you’d like and use the formatting bar to format your text, add links, or embed an image.
  5. Click anywhere outside the text box to save your text.

You can re-arrange or re-size your text elements the same way you would any other report element. To remove a text box, click on it and then click Remove in the toolbar.

Note: Text elements that have been removed cannot be recovered.

Formatting options

For text elements, several formatting options are available in the formatting bar:

  • Font size and hierarchy (Normal, Heading 1, Heading 2, etc.)
  • Bold, Italics, Strikethrough
  • HyperLinks
  • Code Block
  • Bullets & Numbering
  • Text alignment (Right, Left, Center, Justified)
  • Embed an Image

Text elements are rendered as HTML to support any additional formatting through HTML or CSS. For example, you can keep your elements on brand by using your company’s fonts and color palette.

For full width text elements, you can also add margins to keep your text more readable. Simply click Margins on the formatting bar when a text element is set to full width, and margins will be added to keep your text centered in the report.

Embed images

From your computer, you can upload any traditional image format—JPEG, PNG, GIF, etc. to your Mode Report.

Note: You can’t re-format the image within the text element, so re-size your image and make any necessary edits before loading it into your report.

Keyboard shortcuts

The following keyboard shortcuts are available when editing text boxes. Additionally, Text Boxes accept Markdown syntax for add bulleted or numbered lists.

Mac

Bold + B
Italic + I
Underline + U
Link + K
Indent Tab
Outdent Shift + Tab
Top of container +
Bottom of container +

PC

Bold Ctrl + B
Italic Ctrl + I
Underline Ctrl + U
Link Ctrl + K
Indent Tab
Outdent Shift + Tab
Top of container Ctrl +
Bottom of container Ctrl +

Removing or hiding visualizations

Hover over the chart’s name on the left side of the report editor and click the three dots button next to it to:

  • Duplicate: Creates a copy of the visualization that you can modify.
  • Add to builder: Adds the visualization to your report if it is not already there.
  • Remove from builder: Removes the visualization from your report but does not delete it. It can be re-added later.
  • Delete: Removes the visualization from your report and deletes it from the query.

Last updated April 18, 2018