Share Charts

InstaCharts allows you to easily share charts and data with others. Charts are shared through url links. You can then send the link to anyone, even if they don’t have an InstaCharts account.

You can create charts on the fly using templates, which help cut down the number of parameters specified through our chart generation API.

To share a chart, first make sure you are logged into your InstaCharts account. If you don’t have an account, sign up here.

Share & Templates Dialog

To open the Share & Templates dialog, click the Share button on the main toolbar. The Share dialog is also accessible through the File Menu.

Share your charts and data tables using the Share & Templates Dialog. This chart is currently not shared.

Share Interactive Chart

On the left side menu of the Share dialog, make sure Share Chart is selected.

Share Mode

There are three share modes accessed via the share type dropdown:

• Private: Only you can access
• Share with specific users: Only shared with users you specify (for paid users only)
• Public: Anyone with link can access

Share Publicly

To share your chart, change the share mode to Public. Anyone with the url will be able to view your interactive chart (no account needed).

If you no longer wish to share this chart, set it to private.

To share a chart with someone, copy the Interactive Chart URL and send it to them.

Note

Anyone viewing a chart in public share mode will be able to see all the data in the sheet and be able to change all the chart options. Their changes will not persist.

Share Privately (paid feature)

To share your chart with specific users, change the share mode to “Share with specific users”.

• To grant another user access, decide if you want to send them an email notification with a link to the share. If not, unclick Send Email.
• Type in their email address into the Add email addresses box. When you are done, press enter.
• Permission has been granted, and the user will appear under People who have access. To remove their access, click Viewer, then Remove Access.

Add an email address to share this chart with another person. This chart is shared with one other person (besides the owner)

Share Settings

If the chart is currently shared, options appear under the Settings tab that allow you to customize the share.

This chart is currently shared. Customize the share under the Settings tab.

Included Views

Each shared chart can have up to 3 different views enabled. Use the checkboxes to select which views should be included in the share.

Views:

• Chart : Show the chart
• Full Dataset : Show the full dataset as a data table.
• Plotted Data : Show the data plotted in the chart as a data table.

If more than 2 views are selected, a dropdown will appear in the share that allows you to switch views.

Page Title

Optionally change the page title of the shared chart

Page Theme

Change the page theme of full page interactive charts. There are currently 12 themes to choose from.

Themes do not apply to embeds, full page interactive charts only.

Show Embed Toolbar

This controls whether the bottom toolbar is shown on embedded charts and data tables. The embed toolbar contains:

• A dropdown to switch between views
• An Export button to export the chart image or download data
• A View Larger button to open the embedded chart into a new tab

Note

If an embed has more than one view enabled, the embed toolbar must be shown so that you can switch between the views.

Show Editor Controls

Sometimes a dataset is best represented by multiple charts instead of just one. Enable the editor controls to allow a viewer to change chart axis, chart type and many other chart settings to change the chart that is displayed.

This shared chart has the editor controls enabled and the view picker in the top toolbar to switch between multiple views.

Note

Show Editor controls only applies to the Full Page Interactive chart, and not an embedded chart.

To get to the editor controls from an embedded chart, click View Larger from the embed toolbar, and the full page interactive chart will open in a new tab.

Embed in a webpage

Charts, datatables and images can also be embedded into webpages. There are two ways to embed an item into a webpage:

• Embed Url Copy this url and paste it into services that take an embed url, like Notion.
• Embed Tag Copy this html iframe tag and paste directly into an html webpage or a service that accepts html tags.

Embed in a Website Builder

Below is how to integrate with different website builders as of Jan 2025:

• Bubble Drag an HTML Element onto your page, then paste in the Embed Tag under Appearance.
• Webflow Add a Code Embed Element to your page, then paste in the Embed Tag.
• WordPress Use the Embed Tag and paste it into a Custom HTML block
• Ghost Add a raw HTML card and paste in the Embed Tag
• Notion Add an Embed Block, and paste in the Embed URL
• Medium Medium doesn’t support many third party services by design. Download your chart image to svg or png, and upload the image to your Medium article.
• Substack Substack also doesn’t support many third party services by design. Download your chart image to svg or png, and upload the image to your Substack article.
• Wix Add an HTML Embed Element. Choose Website address and paste in the Embed URL or choose Code and paste in the Embed Tag.
• Squarespace Add an Embed Block. Embed as a Code Snippet, then paste in the Embed Tag.
• Shopify Add a Custom Liquid Section. Paste the Embed Tag into the Liquid code text area.

Share Chart Image

You can also share static chart images with others. These images will automatically update with any changes made to the underlying chart.

Much like shared interactive charts above, shared images can either be shared via a url link or embedded into a website.

Currently shared images are only available in .png format.

Share static chart images using Share Image on the Share & Templates window

Templates

The last tab of the Share & Templates window allows you to create templates to simplify the chart generation through an API process.