New to Chartio? We know the documentation can be a bit daunting at first, so we've highlighted some topics to help you get started.
- Access to a data source in Chartio
To check for access, go to Settings > Data Sources from the top menu bar and check whether any data sources are listed. If not, ask an account Admin to grant you access or follow our instructions for connecting a data source.
- Basic knowledge of database terminology
Though not strictly required, having a basic understanding of what a database is and its structure will be beneficial when using Chartio. We recommend reviewing Data Storage Basics in our Bootcamp tutorials.
Create a Chart
We'll start with a quick example.
Creating a basic chart
From the top navigation, click Explore to open the Data Explorer.
The other path to the Data Explorer is through an existing Dashboard. From the Dashboards dropdown in the top navigation, select + New Dashboard or select an existing Dashboard. From the Dashboard, click + Add Element and select Chart.
- Select data source from dropdown
- Drag a Dimension (such as Date or Category) to Dimensions
- Drag a Measure (such as ID or Payments) to Measures
- Click Run Query
- Change chart type (optional)
- Add chart title (optional)
- Click Save to Dashboard and choose a Dashboard or create one
The Data Explorer
The Data Explorer's basic functionality is labeled below.
Measures and Dimensions
Charts are made up of Measures and Dimensions. Dimensions are the grouped value, such as Category or Date. Measures are the aggregated value, such as Count of ID or Sum of Payments.
If you need to make any changes to your data results before you put them into a chart, the Data Pipeline can be incredibly useful. Filter or group your data, add calculated columns, and more.
To view a list of available Data Pipeline steps and instructions for how to add them, see our Data Pipeline documentation.
Chartio offers many useful chart types. Some chart types require specific column formatting and data types. To view our chart types and the format required for each, please see our Chart Type documentation.
If a table you'd like to use is disabled when you're building your query, you may need to add foreign keys in your Schema. This tells Chartio how to combine the two tables together.
Dashboard variables allow you to dynamically filter multiple charts at a time using a dashboard widget such as a dropdown or a text input.
Chartio's Drilldown functionality allows you to click an area on a chart to update a Dashboard Variable value. The Dashboard Variable then updates any charts that are connected to it.