Charts are data visualisation components that retrieve data and display the information in different ways. Charts are located in dashboards, and each Chart has a uniqye URL, so it is easy to create links to a specific Chart.

You can edit any of the existing Charts at any moment, and to create new customised Charts. If you want to create a new Chart based on an existing one, that is possible by cloning the existing Chart.

You have flexibility is Chart creation, as the data content setup is robust and there are several visualisation alternatives, which can be explored with the Chart Builder. In addition to the Chart Builder, there is a SQL Mode for creating Charts with custom SQL queries.

Using Charts

A Chart has several other parts in addition to the actual information content. Different parts of the Chart are presented in the following picture.

  1. Moving the Chart in the Dashboard. Only visible when hovered with mouse.
  2. Warning if there are Dashboard filters which are not applicable to this Chart.
  3. Heading of the Chart.
  4. Adding the Chart in Collection. Only visible when hovered with mouse.
  5. Chart Options. Only visible when hovered with mouse.
  6. Information content of the Chart.
  7. Resizing the Chart. Only visible when hovered with mouse.

When viewing the widget in a different visualisation type other than Table, the precise data points underlying the visualisation can be seen by hovering over the visualised data with a mouse.

Chart Options

Chart Options has several useful tools for using the Chart inside and outside of Omniata platform. Chart Options can be selected by clicking the Chart Options button on the Chart. Available Charts Options depend on the permissions level of the user.

  • View: Open up the selected Chart separately. Each Chart has URL address of its own, so it is easy to create links to a specific Chart.
  • Export to CSV: Export the data presented by the Chart at that moment as a CSV file.
  • Print: Print the visualization of the Chart.
  • Export Image: Export the visualization of the Chart as a PNG image file. Not applicable to Table Chart Type.
  • Edit: Edit the Chart.
  • Debug: Show the JSON code of the Chart.
  • SQL: Show the SQL code of the Chart.
  • Data Source: Open up the Table used in the Chart.
  • Clone: Make a copy of the Chart.
  • Delete: Delete the Chart.


When a major change occurs, it can be desireable to make a note of what happened and when it happened. To aid in this, Omniata allows users to annotate charts. To do so, click on the data point you would like to annotate, and a dialog box will appear:

You can then enter in the text and click "Create". You will then see the annotation on the Chart:

Annotations can be modified or deleted at any time, simply click on the annotation to do so.

Chart Best Practices

When creating Chart, it is highly advisable to always include Filters on the dashboard, as well as the $WHERE and $HAVING tokens in any Custom SQL. Doing so lessens the chance that the query will time out before completing. When using complex joins or subselects, even the use of Filters may not keep the query from taking too long to complete.

Creating Charts

New Chart can be created on any Dashboard at any time. However, only users with the necessary permissions can create new Charts. Before creating a Chart, it is recommended to consider if the information can be accessed with existing Chart and Dashboards. Duplicated or unnecessary Charts contribute to dashboard clutter, and make it harder to find relevant information.

Start creating a Chart by navigating to the Dashboard where you want to place the Chart. Select Add Chart from the Dashboard Actions. After clicking the blue "Add Chart" button, you'll have the option to either create a new widget from an existing Table, or to create a widget from a new table:

  1. Chart Preview
  2. Chart Type with options
  3. Data Source (typically a Table)
  4. Dimensions are the unaggregated colums, which are used to separate different groups of users. Examples include User Activity Date, User Creation Date, Country Name, and Retained Days.
  5. Measures are the aggregated colums, which are the metrics shown in a Chart. Examples include Users, New Users, and Revenue.
  6. Filters specific to this chart
  7. Order By to sort chart axis
  8. Auto-Refresh can be disabled with larger queries
  9. Custom SQL access
  10. Chart Name
  11. Dashboard location
  12. Cancel and Reset & Save options

Charts can contain as many or as few Dimensions and Measures as desired and make sense. Slicing DAU by date and country, or showing revenue and purchases by day, or any combinations desired are possible by dragging and dropping the desired fields.‚Äč

SQL Mode

SQL mode allows you to with direct SQL queries against the Tables. To enter it, select the box next to "Use Custom SQL":

Simply write the SQL query with correct table names for the Tables, and press 'Run Query' to see the results visualized.

Cloning Charts

Cloning means creating a new Chart based on an existing one. Data content and Chart Settings of the existing Chart are copied as the base for the new Chart, but they can be edited in the process. Charts can be cloned only within one Project.

Start cloning Chart by navigating to the Dashboard where the existing Chart is.

  1. Select the options of the Chart you want to clone.
  2. Select Clone.
  3. Select the Dashboard to which you wish to clone the Chart and rename if needed. Then clone the Chart.
  4. You can edit all properties of the new Chart.

Editing Charts

Any Chart in any Dashboard can be edited at any time. The Chart is edited for all users, and once edited the old format needs to manually restored. A Chart can be edited from Chart options. Please remember that any changes to Chart will be visibile to all other users as well.

Deleting Charts

Any Chart in any Dashboard can be deleted at any time. The Chart is deleted from all users, and once deleted it can not be restored. A Chart can be deleted from Chart options. Please remember that any changes to Charts will be visibile to all other users as well.

This article was last updated on February 8, 2016 22:33. If you didn't find your answer here, search for another article or contact our support to get in touch.