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selecting-vizro-charts

Use this skill when choosing chart types, applying Plotly Express conventions, configuring colors, or building KPI cards for Vizro dashboards. Activate when the user asks which chart fits their data, needs custom chart functions, wants to set colors or palettes, or is creating KPI metric cards.

91

1.37x
Quality

87%

Does it follow best practices?

Impact

99%

1.37x

Average score across 3 eval scenarios

SecuritybySnyk

Passed

No known issues

SKILL.md
Quality
Evals
Security

Vizro Chart Best Practices

Chart Selection

Data questionChart
Compare categoriesBar (horizontal preferred)
Trend over timeLine (12+ points)
Part-to-whole (simple)Pie/donut (2–5 slices only)
Part-to-whole (complex)Stacked bar
DistributionHistogram or box
CorrelationScatter

Never use: 3D charts, pie with 6+ slices, dual Y-axis, bar charts not starting at zero.

Plotly Conventions

  • Plotly Express does not aggregate. Pre-aggregate in app.py or custom chart functions.
  • Bar: sort by value (largest→smallest) unless time-based; always start at zero.
  • Line: pre-aggregate and sort by x ascending.
  • Remove axis title when ticks are self-explanatory. Remove legend title (keep items only).

Color Rules

  • Plotly charts & KPI cards: Do not specify colors — no marker_color, hex codes, color_discrete_map, or color_discrete_sequence. This applies even for categories with apparent semantic meaning. Only override when the user explicitly asks.
  • AG Grid: Does not pick up Vizro template colors automatically. Use from vizro.themes import palettes, colors for cell styling.
  • See chart-best-practices.md for palette names and import patterns.

Custom Charts (@capture("graph"))

Use when: aggregation/sorting needed, update_layout()/update_traces() calls, reference lines, parameter-driven logic, dual-axis, multi-trace go.Figure(), shared legend control.

Standard px charts expressible via YAML args do not need custom functions. Full list: https://plotly.com/python-api-reference/plotly.express.html

KPI Cards

  • Use built-in kpi_card / kpi_card_reference from vizro.figures in Figure model.
  • Never rebuild KPI cards as custom charts. Exception: strictly impossible with built-in (e.g. dynamic text).
  • Titles go in figure args (_target_: kpi_cardtitle:), not on the component.

Deep Dive

Load chart-best-practices.md when you need: extended chart type decision tree, Plotly Express formatting conventions (100% stacked bar, axis/legend cleanup), palette/color names and use cases, accessibility rules, or detailed @capture("graph") guidance.

Repository
mckinsey/vizro
Last updated
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