Auto-Generated Charts & Pivots For Any Reports

In this article, we'll explain how to visualize your data using the "Automated Pivot & Charts" feature. This functionality will help you stop wasting time on your charting routine and get automated charts in seconds, not minutes.

IMPORTANTThe “Automated Pivot & Charts” feature is free in “Early Access” status, allowing you to save time and create as many charts as you need without restrictions.

Requirements for Best Experience

• You can use any data from your Google Sheets, even if it hasn't been imported from BigQuery.
• Make sure the first row contains column titles.
• For Pivots & Charts, Text and Date content types are used as dimensions, and Number content types are used as metrics. The following combinations are supported:
  • At least one Number column and one Text column;
  • At least one Number column and one Date column.

How It Works

Step 1. Install the Extension from the official marketplace.

Step 2. Open Your Google Sheet Document and choose a sheet with your source data. It is not empty, the data schema meets requirements, and the first row contains column titles.

Step 3. Go to the menu “Extensions -> OWOX: Reports, Charts & Pivots -> Visualize current sheet.” Wait until the extension reads the data schema. Optionally check the columns you want to add to charts and specify their content type (Number, Text, Date). Click “Generate Pivots & Charts.”

Step 4. You’re done! The extension creates a new sheet with processed data and charts. Everything is ready!

Charts

Each chart is easily customizable. Use the left column next to each table to include or exclude fields. Here’s a description of each type of chart you will have:

Line Chart

Required: At least 1 Date field and 1 Number field.

Examples: Order Date + Total Sales, Delivery Date + Quantity Sold, Sign-up Date + Customer Satisfaction Score.

X-axis: Date field; Y-axis: Number field.

Description: A line chart is ideal for visualizing trends over time, helping you see changes in data points across a continuous scale. In the left column (A), you can choose fields on the chart and change the date field (if available).

Pie Charts

Required: At least 1 Text field and 1 Number field.

Examples: Product Category + Total Sales, Customer Gender + Quantity Sold, Region + Customer Satisfaction Score, Payment Method + Total Sales, Referral Source + Total Sales.

X-axis: Text field (label); Y-axis: Number field (label).

Description: Pie charts are useful for illustrating proportions and parts of a whole. Each pie chart can highlight different aspects of your data distribution. Adjustments are available for choosing the number of rows as a pattern: TOP [10] entities. You will get up to 3 pie charts depending on the number of Text type columns in your source data.

Bar Chart (Stacked Column Chart)

Required: At least 1 Text field and 1 Number field.

Examples: Product Category + Total Sales, Customer Gender + Quantity Sold, Region + Customer Satisfaction Score, Payment Method + Total Sales, Referral Source + Total Sales.

X-axis: Text field; Y-axis: Number field.

Description: A bar chart perfectly shows how multiple categories or elements contribute to an overall total. By dividing a column vertically, you can illustrate the breakdown of a whole into its separate components. Adjustments are available in the left column as a pattern: TOP [10] entities by [TEXT TYPE COLUMN] with the highest number of [NUMBER TYPE COLUMN] by [DATE TYPE COLUMN].

Pivot Table

Required: At least 1 Text field and 1 Number field.

Examples: Product Category + Total Sales, Region + Quantity Sold, Sales Channel + Total Sales, Customer Gender + Customer Satisfaction Score.

Description: A pivot table is generated as follows:

• At the first level of granularity will be the field that has the least number of unique values (but greater than 1).
• At the second level of granularity will be the field that has the largest number of unique values.

Refresh-Friendly Logic

Scenario 1: When your source data is updated with new data, and the data schema remains unchanged, all your charts will automatically incorporate the new data. No actions are required on your part.

Scenario 2: If your source data changes significantly—such as deleting columns, adding new columns, or changing the titles or order of existing columns—you will need to regenerate all charts and pivot tables. Go to the menu “Extension -> OWOX: Reports... -> Visualize current sheet” and generate new charts.