· features · 4 min read

How to create a chart from a csv file

Upload the csv file to InstaCharts for quick processing

Upload the csv file to InstaCharts for quick processing

Create and share charts

Need to create a chart from a csv file in a hurry? Want to share your findings with a coworker? InstaCharts makes it easy.

TLDR: Try the demo or sign up for a free account!

1. Open InstaCharts

Login to your InstaCharts account if you plan on sharing your data and interactive chart with others. Use the demo to try InstaCharts without signing up, or if you don’t need to save and share your chart.

2. Load your spreadsheet

Data tab View your data on the Data Tab

Click New Sheet and select a csv file from your device. Click OK and the spreadsheet will be processed and displayed in the Data tab. InstaCharts will analyze and choose column types, formatting, cardinality for each column in the spreadsheet.

Check that the spreadsheet was uploaded correctly. We recommend having the column names across the first row of the csv file, then data in every row after that. InstaCharts will fill in empty spots where necessary, but any text in a column otherwise full of numbers causes the column to be treated as text instead of numeric, which affects charting.

InstaCharts uses the full dataset you upload to make a chart. To make minor data edits, there is an edit button on the toolbar under the Data tab. To filter out data from appearing in the chart, right click a column header and set a filter on the column.

3. Edit your chart

Select Chart Type Choose between 9 main chart types (all chart types are recommended for the sample data!)

Click on the Chart tab to switch to the Chart view. A chart has automatically been created based on your data! That was easy, but maybe doesn’t show quite what you’re looking for.

There’s 2 main settings to quickly change this chart:

Chart Type

The chart type can be switched to line, bar, scatterplot, area or pie. Multi line charts, stacked bar and area charts are also supported.

Some chart types will be marked with a star. The stars denote recommended chart types based on the data in your spreadsheet. For example, a scatterplot will be recommended if your data contains at least 2 numerical columns. Neat!

X and Y-Axis Dropdowns

The x and y-axis can be selected from any column in the spreadsheet. If a chart type is selected that requires a 3rd axis (multi line, stacked bar, grouped area) a third axis will appear called Groups. Groups allows you to choose the aggregation function applied to the y column (sum, average, count, etc).

Some choices in the axis dropdowns will be marked with a star. The star means this column is recommended for the axis based on the selected chart type. For example, date columns are recommended for the x-axis in a line chart. This will create a time series graph, and is one of the best charts to visualize changes over time. Cool! Hover over the stars to learn more reasons why a column is recommended for a particular axis.

4. Further Customize the Chart

Once you have the chart type and axis figured out, the chart can be refined further via the sidebar.

Chart Text

The x-axis, y-axis, legend title and chart title all auto update based on your selections. If you wish to override this text, click Edit Chart Text to change it. Subtitles and number formatting can also be set from this panel.

Chart Appearance

The chart’s width and height can be changed from the Size & Options side bar. The chart’s color scheme can also be changed here.

Limit Items

Too many items appearing in the chart? Limit the number of items that appear using the Limit Items sidebar.

Filter Data

Want to restrict the data that appears in the chart? Click on the data tab and apply multiple filters per column. There is also a quick filter in the main toolbar that will filter all columns by the search term.

5. Export & Share

Use the Export window (located on the main toolbar) to download your chart as an image file (.png or .svg). You can also use the Export window to download chart data to a csv, tsv or json file.

Share charts through the Share window, also located on the main toolbar (sharing is an accounts only feature). You can share a static image of your chart, or a copy of the interactive chart via a public link. Neat!

Give it a try

InstaCharts is a powerful tool that can help you create and share professional-looking charts in seconds. Signup for a free account today!

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