Custom Charts in Storyteller | Upsiide Help Center

In this article:

What are Custom Charts?

Custom charts in Storyteller let you build your own visualizations from your study data, without needing to export into another tool.

You can:

Pick which metrics and segments to visualize
Switch between different chart types (e.g., bar, stacked bar, pie, quadrant)
Add commentary to explain what the chart is showing
Use AI to generate a first draft of the narrative, then refine it

Custom charts can live as their own Insight or as slides inside a Story, so you can keep analysis and storytelling all in one place.

Custom charts in Storyteller help you:

Visualize what matters
Turn key metrics into clear, presentation-ready charts.
Stay flexible
Quickly switch chart types (bar, stacked bar, pie, line, etc.) to see which view best fits the story.
Tell the story, not just show the data
Pair each chart with commentary- either written by you or generated by AI- to explain the “so what?”.
Stay in one workflow
No need to jump between tools or export data just to make basic charts.

You can create a custom chart from:

Note: When you create a custom chart from an existing Story, your chart will use the same data and filters applied within that Story.

From the Storyteller tab in your study, choose to create a new Insight.
Select the Custom chart option.
This opens the chart builder with access to all relevant data from your study, so you’re not limited to an existing Story’s content.

Once you’re in the chart builder, you’ll choose what to visualize.

Select your data source(s)
- Choose from:
  - Study questions (e.g., single-select, grid questions)
  - Idea Screen / Idea Split results
  - Screening questions
  - Demographics and other segments
Select your chart type
- Bar chart – great for comparing categories side-by-side, choose between vertical or horizontal
- Stacked bar chart – useful for showing parts of a whole over segments, choose between vertical or horizontal
- Pie chart – good for simple share-of-total views
- Quandrant chart – illustrates the potential of ideas and highlight those niche products that typical research ignores, only available for the Idea Screen results
Adjust your settings
- Depending on your data source, within the Formatting tab of the Chart builder you may be able to:
  - Format your values as percentages or counts
  - Toggle on/off the data labels
  - Show the average
Customize your Chart slide
- Title your Chart
- Sort categories (e.g., descending order by value) using the toggle in the top right corner of your chart
- Add commentary to your Chart- you can add your own insights or use AI generated commentary
- Hide response options or Ideas to focus your insights

Once you’re happy with the chart and commentary, click Save in the top right corner of the builder
Depending on where you started:
- If you created the chart as a new Insight, it will save as its own Story or Insight card.
- If you created it within an existing Story, it will save as a new slide within that Story.

Your custom chart behaves like other Storyteller insights:

Include it in your Story exports (e.g., PowerPoint) as a chart + commentary slide.
Share your Story internally or publicly using your existing Story sharing options.
Use the chart as a visual anchor when presenting or discussing results with stakeholders.

Keep it focused
One main message per chart works best.
Pick the right chart type
Bar charts are often the most readable; use pies sparingly and only for simple splits.
Use commentary to answer “So what?”
Don’t just restate the chart — highlight implications and recommended actions.
Leverage AI as a starting point
Let AI draft a quick narrative, then refine it with your expertise.