Charts are data visualisation components found in dashboards that display data fetched from user specified data sources in bar charts, pie charts, line graphs, and tables. Charts can be edited and cloned, and new charts can be created and added to dashboards as needed using the drag and drop interface as well as via custom SQL queries.

On this guide:

Interacting with Charts

The charts found on dashboards can be explored directly on the chart by interacting with the chart elements and the content can be customized for easier analysis.

Chart Elements

Element Description
Warning Notification that one or more dashboard filter settings are not applicable to this chart; located on the top left corner of the chart.
Content Data shown can be edited and customized; filter settings are applied where possible.
Annotations Labels and comments on specific data points in line/area charts.
Legend Linked to a specific chart. Legends may vary across different charts in the same dashboard, clicking on an item in the legend will filter the chart by that parameter.


These options become visible when the mouse hovers over the chart; they are located in the corners as well as in the content. Any changes to charts are global and will be visible to all other panel users.

Actions Description
Move Chart Click the corner and drag the chart to the desired position on the dashboard. Changes are saved for all panel users.
Resize Chart Click the corner and drag to desired size. Changes are saved for all panel users.
Open Chart Menu Click on the menu symbol to see more chart related actions.
View Data Points Hover the mouse over the content. See specific data point information and add annotations on visualizations that are not tables.
Zoom in Click and drag over the area of the range you want to zoom in.

Annotating Charts

Annotations are useful to label important dates, such as the soft launch date or starting date of a marketing campaign. You can annotate charts by clicking on the desired data point; a dialog box will appear allowing you to add a comment. Clicking on the annotation marker allows you to edit/delete the annotation.

Chart Menu

The Chart Options menu allows you carry out more advanced actions on the chart. Available Chart Options depend on the permission level of the user.

Option Description
View Navigate to the web page of the chart. Each chart has URL address of its own, so it is easy to create links to a specific chart.
Edit Navigate to the chart editor.
API Open new tab with the JSON code of the chart.
Show SQL Open new tab with the SQL code that generates the chart.
Export to CSV Export the data presented by the chart at that moment as a CSV file.
Print Open dialogue box to print the chart.
Export Image Export the chart as a PNG image file. Not applicable to table chart type.
Data Source Open the table used as the data source for the chart.
Clone Make a copy of the chart in the same dashboard.
Delete Delete the chart.

Working with Charts

The permission level of the user is going to determine what types of actions can be done. If you do not see the option you are looking for, please contact your permissions manager.

Creating Charts

New charts can be created on any dashboard when needed. We recommend you avoid duplicating charts since they contribute to dashboard clutter and make it harder to find relevant information.

To create a new chart:

  1. Navigate to the dashboard where you want to place the chart.
  2. Select Add Chart from the dashboard actions.
  3. Name the chart choosing a descriptive name and following the established naming conventions.
  4. Select the data source table for the chart.
  5. You can preview the table by clicking on Data Source Preview. This step is optional.
  6. Select the Metrics to show in the visualization; metrics are always numeric (DAU, revenues, etc) and will appear in green.
  7. Select how the metrics will be aggregated, by adding Group By fields; The Group By fields can be variables (i.e. country), dates, or numbers (i.e. user level) and will appear in blue.
  8. Add Filter conditions and Ordering criteria. When you filter at chart level, the chart itself will not show it is being filtered.
  9. Select the chart type and set its specific configuration fields.
  10. Save your chart.

The panel does its best effort to configure the chart for a better visualization.

Cloning Charts

Cloning means creating a new chart based on an existing one. Data content and chart settings of the existing chart are copied and used 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 :

  1. Navigating to the dashboard where the existing chart is.
  2. Select the options of the chart you want to clone.
  3. Select Clone.
  4. Select the dashboard where you wish to clone the chart and rename if needed.
  5. Edit the newly cloned chart.
  6. Save the chart.

Editing Charts

Charts can be edited at any time via the chart options. Any changes made to the chart is global and will be visible to all panel users.

Deleting Charts

Charts can be deleted at any time via the chart options. When a chart is deleted from a dashboard, chang is global and will be affect all panel users. Once deleted, a chart can’t be restored.

Developing Charts in SQL Mode

SQL mode allows you to run direct SQL queries against the tables. You can do this in the chart editor.

To create charts in SQL mode:

  1. Choose chart name and select thedata source table.
  2. Select “Use Custom SQL.” This will switch the chart editor to Custom SQL Mode.
  3. Write the SQL query, referencing the correct table names for the tables.
  4. Make sure the filter tokens ($WHERE) and ($HAVING) are included in your query so dashboard filters can be applied to the chart.
  5. Select Estimate SQL Query to calculate the amount of data read and cost incurred for using the chart for the period selected. This step is optional and useful when optimizing queries.
  6. Press ‘Run Query’ to see the results visualized.
  7. Save chart.

To query across several days of data you can use the following template:

  table_date_range({{table}}, timestamp('{{from_date}}'), timestamp('{{to_date}}'))

This article was last updated on June 23, 2017 10:11. If you didn't find your answer here, search for another article or contact our support to get in touch.