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Getting Started

andyblac edited this page Oct 3, 2026 · 12 revisions

Getting Started

After setup, select Advanced History in the Home Assistant sidebar.

Add your first chart

  1. Open the Y1 Primary axis target pane or picker.
  2. Choose one or more areas, devices, or entities.
  3. Close or collapse the target picker.
  4. Advanced History resolves the targets and creates numeric-history and state-timeline graphs as required.
  5. For an entity selected directly, use the tune button beside its chip to choose its state, numeric attributes or categorical attributes.

Selected targets appear as removable rows or chips. Entity labels include their area name when it is not already present in the friendly name.

Home Assistant 2026.9 and newer use native Y1 and Y2 target sidebars by default. Their axis chips open and close the panes, and both axes remain editable on mobile through native target sheets. Older Home Assistant versions use the inline picker automatically. See Targets and Charts#target-picker-layouts.

You can select several values from the same entity. Categorical attributes require a comma-separated list of their possible recorded values so Advanced History can build the state timeline. See Targets and Charts#selecting-entity-attributes.

Header controls

From left to right, the panel header provides:

Control Purpose
Add panel Add an independent chart panel on desktop.
Bookmarks Open saved, reusable chart snapshots.
History Open recently cleared or replaced charts.
Undo Restore the previous incremental chart state.
Redo Reapply the most recently undone state.
Remove all selections Archive the current chart, then clear every target.

Each displayed graph has its own settings cog in the graph header. Select it to edit that graph using visual or YAML mode. No settings cog is shown when the panel is empty. Every user can edit their own current charts and bookmarks; the cog is hidden for a read-only shared bookmark owned by another user.

Multiple panels

On desktop, select Add panel in the header to open another chart tab. Each panel has its own targets, date and time range, comparison settings, loaded bookmark, graph settings, and Undo/Redo stacks. Open tabs are saved automatically in the browser and restored after leaving the page, a reload, or a Home Assistant restart.

Chart History and Bookmarks remain shared, so they can be opened from any panel. Closing a panel clears that panel using the same unsaved-changes protection as Remove all selections, then permanently removes its tab. Save the chart as a Bookmark first if you want to reopen it later. Multiple panels are hidden on mobile. See Multiple Panels.

Date control

The floating control at the bottom is Advanced History's shared period selector. Select its date label to choose a preset or custom range. The arrows move backward and forward by the current range. Day views also show a time control for limiting the visible hours. The selector uses Home Assistant's native date controls but does not depend on the Energy dashboard.

Its three-dot menu provides comparison, data download, dashboard export and auto-hide actions. Comparison options are also available beside the Y1 heading. See Dates and Comparisons.

When the last target is removed, the period returns to Today and comparison is cleared. The chart that was active before clearing remains available in History. If the current chart has unsaved work, Advanced History first offers to save it or create a bookmark before clearing.

Current chart versus defaults

The settings cog in each graph header edits only that graph in the current chart. Integration-wide defaults are managed from the integration config flow. See Graph Settings and Card Defaults.

Add the current panel to a dashboard

Open the period selector's three-dot menu and select Add current panel to dashboard to export the active panel as an interactive Advanced History dashboard card. Select Add current chart to dashboard when you instead want ordinary Statistics Graph Chart Card cards. Home Assistant's native placement flow lets you choose or create an editable dashboard view. See Add the Current Panel to a Dashboard for the differences, exported settings and YAML fallback.

Open a dashboard card in Advanced History

Advanced History provides a browser API that compatible custom cards can use to open their current entities, settings and date range in the panel. Card authors can add this as an optional button without making Advanced History a required dependency.

See Advanced History API for the supported interface and a copy-ready implementation example.

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