NOTE: This feature will be available in release MS-0288, targeted for Oct 28th 2026

Kademi now lets you build your own charts and keep them. A saved chart can put two measures side by side on separate scales, mix columns with lines, use your brand colours, and appear on any reporting dashboard or website page. Fix it once and every place it appears is fixed too.

What a saved chart is

A saved chart (Kademi calls it a chart definition) is a named chart that lives in your account, like a saved index query. It records:

• the data: one or more index queries, or a query table
• the x axis: dates or categories along the bottom
• one or two value axes: a left scale, and optionally a right one for a measure of a different size, such as revenue in dollars against margin in percent
• the series: each one drawn as columns, a line or an area, on the axis you choose, in the colour you choose

Because the chart is saved by name, the same chart can sit on a dashboard and on several pages. When you change it, every one of them changes with it. Every time it is shown, it is drawn from current data.

Finding your charts

In the admin, go to Reporting > Chart definitions.

System charts are ready to use, but they cannot be changed, because app updates replace them. To change one, open it and click Save as new. That gives you your own copy to edit.

Creating a chart

Click Add chart.

1. Title: what the chart is called wherever it appears.
2. Data: choose an index query or a query table.
   • An index query is charted from its aggregations. Use a date histogram for a chart over time, or a terms aggregation for a chart by category (by partner, by product, by region). A chart can read more than one index query: you add the others in the visual editor, one series at a time.
   • A query table is charted exactly as it stands: each row becomes one point and each column can become one series. Nothing is grouped or added up, so choose a table that is already in the shape you want to chart.
3. Who has access: only you (Personal), selected groups, selected roles, or everyone with reporting access.
4. Click Create and view. Kademi starts you off with a chart that already works, and opens it.

If someone has sent you a chart they downloaded, choose Paste JSON instead and paste it in.

The chart page

Along the top:

• Save as new makes a copy. It copies the saved chart, so save any changes first.
• Tools holds Add to a dashboard, Download JSON (to keep a copy, or to share the chart with another account) and Change access.
• Delete removes the chart. Dashboards that used it simply leave it out.

Editing with the visual editor

1. Title and data. Data chooses between Index queries, where each series picks its own query, and a query table. The X axis row chooses dates or categories along the bottom.
2. Value axes. Click Add axis to add a second scale, then set it to Right and give it a title, such as Average time (ms). Two axes let measures of very different sizes share one chart without one flattening the other.
3. Series. One row for each thing the chart draws. For each, choose:
   • Data: what the series shows. On an index query chart it shows the query and aggregation; click it to open the Choose data window (see below). On a query table chart, choose the column.
   • Name: the text in the legend
   • Type: Columns, Line or Area
   • Axis: which scale it is measured against
   • Colour: pick a colour, or type a hex code such as #1f4e79
   Tick Markers to put a dot on each point of a line. Tick Stacked to pile columns or areas on top of each other.
4. Presentation. Direction, Label angle, Legend and Height. These are explained under Fitting the space below.
5. Check and preview redraws the preview, and Save saves the chart. If something is wrong, for example a series with nothing chosen in its Data column, a list above the editor says which field it is and what to do.

Choosing a series' data

On an index query chart, click a series' data, or click Add series, to open the Choose data window.

1. Query. Type in the search box to narrow the list. Each query shows how many aggregations it has. A query marked Own date range sets its own dates instead of following the date range you choose, and one marked All dates counts records from any date.
2. Aggregation. Each card says what it counts or adds up, and whether it is Over time or By category. A card that cannot go on this chart is greyed out with the reason: when the other series are over time, this one must be too, and the same goes for by category. A pie needs a by-category aggregation. Open query opens the query in a new tab if you need to change it.
3. Use this data puts your choice on the series. Cancel leaves the series as it was, and cancelling straight after Add series removes the new row.

Click Show advanced options for the less common settings:

• Number format, Min and Max for each axis
• a Palette of colours for series that do not have their own
• the Label length after which long names are shortened

A pie chart has a single series with Type set to Pie. It shows parts of a whole, and works best with up to about six slices. For a pie you can also tick Donut, and choose what is written on the slices (Slice labels).

Number formats

A number format controls how the values on an axis are written:

• #,###. for whole numbers with thousands separators: 12,500
• #,###.00 for two decimal places: 12,500.00
• #.#'%' for a percentage with one decimal place: 42.5%

There are many more formats. See Formatting numbers in the amCharts documentation.

The JSON tab

The JSON tab shows the same chart as text, and stays in step with the visual editor. You will rarely need it, but it is handy for copying a chart between accounts, and it is the only place to set a chart description or a separate number format for each series. The Format reference link under the box lists every setting.

Comparing data from different index queries

One chart can draw from several index queries, so you can put measures from different parts of Kademi side by side: points awarded against orders placed, for example, or website traffic against sales records.

1. Build the chart from the first index query as usual.
2. Click Add series, then in the Choose data window choose the other index query and its aggregation.
3. If the new measure is a different size, add a second axis on the right and put the series on it.

Things to know:

• A chart can read up to 5 index queries. Query tables cannot be combined: a query table chart reads that one table.
• Series from different queries are matched on their dates, or on their categories. Dates line up when the queries follow the date range you choose, which most do. A query that sets its own date range is flagged in the Choose data window, and a chart cannot mix queries that are fixed to different intervals, such as one always by week and another always by month.
• For a chart by category, the queries must group by the same thing, such as product code, for their values to line up.
• People only see the chart if they can see every index query it reads.

Fitting the space

The same chart might fill the full width of a dashboard and also sit in a narrow column on a page, so most layout choices default to Automatic. Kademi then works out the layout from the space the chart actually has, and adjusts again when the window is resized.

• Label angle: labels along the bottom stay flat when they fit. When they would overlap, they are angled, or turned upright if even angled ones would collide. Long names are shortened, and the full name shows when you hover over it.
• Legend: a pie's legend sits beside it when there is room, and below it when space is narrow. When the legend already names every slice, the slices themselves are left unlabelled, so nothing is said twice.
• Direction: choose Bars go across to turn the chart on its side. It suits long names such as page addresses or product names, which read across instead of being squeezed under a column. The chart grows taller to fit its rows.

You can set any of these on the chart itself, and override some of them each time you place the chart on a page (see below).

Putting a chart on a reporting dashboard

People who are not allowed to see the chart, or the data it draws from, simply do not get that widget on the dashboard.

Putting a chart on a website page

Open the page in the content editor and add a component.

Then open its settings:

• Chart definition: which saved chart to show. The list shows every chart you can see, by title.
• Height: leave blank to use the chart's own height.
• Legend and Label angle: leave these on From the chart definition, or override them for this page only.
• Hide the chart title: useful when the page already has a heading for it.

In the editor the chart is shown as a short description of what it draws. The chart itself is drawn when the page is viewed:

Who sees what

• Charts follow the same rules as index queries. People with reporting access can view the charts they are allowed to see. The person who created a chart, Administrators and Reports Managers can change it.
• A chart never shows data the viewer could not otherwise see. If the index query behind a chart is limited to certain people, the chart is too. A chart that reads several index queries is only shown to people who can see all of them.
• On a website, charts are for logged-in users who have reporting access, such as the Reports Viewer role. Anyone else sees "This chart isn't available right now" instead.

Let Copilot build it for you

You can also ask the Kademi Copilot. For example: "Make a chart of revenue by partner as columns, with margin % as a line on a right axis, in our brand colours." It can also combine queries: "Show points awarded against orders placed, by month, on one chart." It checks which data is available, builds the chart, checks it draws, and tells you where to find it. You can then fine-tune it in the visual editor.

Going further

Kademi draws its charts with amCharts 4. You set charts up with Kademi's own settings rather than amCharts code, but the amCharts documentation is a good reference for what the options mean:

• Formatting numbers: every code you can use in a Number format
• XY charts: columns, lines and areas against value axes
• Value axes: how scales, minimums and maximums behave
• Pie charts and legends
• amCharts 4 demos: ideas for what to chart