Pipelines

Reusable Pipelines

Reusable Pipelines allow you to save a query and its pipeline steps to use as a data source in other charts. Chartio does not store the Pipeline data results; it saves the query or queries and its pipeline steps for reuse across charts.

Creating a Pipeline

From the top navigation, select the "..." menu and choose Pipelines. Click +New Reusable Pipeline.

addpipelines

Adding a new Reusable Pipeline will take you into the data explorer in Advanced Mode where you can build your pipeline.

resuablepipeline

Once you've created your pipeline, the last node will be the Reusable pipeline node where you can give the pipeline a title and a description, then click Save Pipeline.

Using a Pipeline in a Chart

Pipelines can only be used in charts that are built in Advanced Mode.

After you have created a Pipeline, open the Chart Editor to create a new chart. Switch to Advanced mode, and drag a resuable pipeline node. Once the reusable pipeline node has been placed in the Chart Editor, you can select which Pipeline to use and connect with the rest of your chart.

Permissions

View the full permissions table in our Teams documentation.

New Pipelines

Anyone with access to a data source can create a Pipeline using that data source.

Existing Pipelines

Pipeline Viewers can use the Pipeline in a chart. Editors and Admins can edit the Pipeline and grant View or Edit access. Admins can grant Admin access, edit existing access, and delete the Pipeline. Chartio Owners may view, use, and edit any Pipeline.

Using and editing a Pipeline requires access to the underlying data sources used in the Pipeline.

Granting Access

To share Pipelines with other users, click the more menu and choose Access Settings.

pipelineaccess

Users can have View, Editor, or Admin access to Pipelines. In order for users to use Pipelines in their charts, they would need view access to the Pipeline. Editors and Admins will have access to edit/change the Pipeline and also share access to other users. Editors can only share view or editor access to the Pipeline. Only Admins can share admin access and delete Pipelines.

pipelineaccesslevel

Example

Here we have two charts that calculate User Acquisition. Both charts display the same values but are built differently.

twocharts

The first chart calculates User Acquisition without Reusable Pipelines.

nopipeline

In this chart, the acquisition cost is calculated by combining Marketing and Operations cost and then joining that cost with Users. This requires a series of steps highlighted in the red box above. For other users that want to calculate this cost or use this cost in their charts, they would need to repeat the steps. This makes the chart more complicated and difficult to enforce if the definition of acquisition were to change in the future. Instead, this logic can be saved and re-used as a Resuable Pipeline.

This is the same chart but utilizing Reusable Pipelines. In this chart the acquisition cost is saved into a Pipeline that reduces the number of data pipeline steps into one step.

withpipeline

In addition to a cleaner chart, if the definition of the acquisition cost were to change, the only update that needs to be made is to the Reusable Pipeline definition.