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Creating a chart

Charts are created from a dataset — a table in your warehouse — and then added to dashboards.

Creating a new chart

  1. Select Charts in the left menu.
  2. Select + New Chart.
  3. Choose a chart type. See Chart types for guidance on which to use.

Chart type selector

  1. Select the dataset (the warehouse table) your chart will draw from.
  2. Select Configure.
  3. In the configuration screen, choose which columns to use for axes, values, filters, and labels.
  4. Give your chart a name.
  5. Select Save.

The chart is now saved and available to add to any dashboard.

Using a saved metric

The right-hand Data panel has a Metrics section where you define what the chart measures. Select + Add another metric to open the metric form. The form has three tabs:

  • Simple — pick an aggregation (sum, avg, count, etc.) and a column from the dataset.
  • Calculated — write a SQL expression that returns a single number.
  • Saved — pick from your Metrics library.

To use an existing metric, switch to the Saved tab and select one from the dropdown labelled Select a metric from pre-defined list. The chart now shows the saved metric's definition, and any future edit to the metric flows through to this chart automatically.

You can mix saved and ad-hoc metrics in the same chart — bar, line, and table charts accept multiple metrics, while pie, number, and map charts use one.

info

A small library icon next to a metric's label means it is a saved metric. Hover over it to see the metric name.

If you build a metric in Simple or Calculated mode and want to reuse it elsewhere, expand the Add metric to library section in the metric form and select Add metric to library — the metric is saved and added to the chart in one step.

Editing a chart

  1. Select Charts in the left menu.
  2. Find the chart you want to edit and select the ⋯ menu on its row.
  3. Select Edit.
  4. Make your changes and select Save.

Deleting a chart

  1. Select Charts in the left menu.
  2. Select the ⋯ menu on the chart row.
  3. Select Delete.
warning

Deleting a chart removes it from all dashboards that use it. This cannot be undone.


Next: Chart types · Adding charts to a dashboard