Data Explorer

Quick Start

To quickly get started building charts, try our Data Explorer tour. The tour is accessible via Help > Setup Guide in the top navigation of your Chartio account.

For an overview of building a basic chart, see our Quick Start Guide.

Explore

Have a quick query you want to try out, but don’t necessarily want to save it to a dashboard? Click the Explore button in the top navigation to open a Data Explorer window that is not attached to any dashboard. If you decide you want to save your chart to a dashboard, you’ll have the option to do so via the Save menu.

The Data Explorer has three main sections:

  1. The Dataset Interface is where you build your queries. Add a dataset for each separate query you want to include in your chart.
  2. The Data Pipeline allows you to join datasets and apply transformations to your data results.
  3. The Chart Preview contains chart settings and other visualization options.

Data Explorer

Advanced Data Pipeline

For complex data processing—multiple joins, etc.—try our Advanced Data Pipeline.

Dataset Interface

The Dataset Interface is where you build your queries. Add a dataset for each separate query you want to include in your chart. If you’d like to join data from multiple data sources, you can do so by querying each source in a separate dataset.

Dataset Features

PREVIEW TABLE DATA

Not sure which table you need to use? Click the table icon next to a table name to quickly preview its first 100 rows.

Hover over a table to see the Table preview icon

Note: Available for compatible data sources; excludes Google Analytics.

FOREIGN KEY CREATOR

To query columns from two different tables in the same dataset, you’ll need a Foreign Key to connect them. Add a new foreign key without leaving the Data Explorer by hovering over the table and clicking the key icon. To learn more about foreign keys, see our documentation.

Hover over a table to open the Foreign Key icon

Measures and Dimensions

Chartio automatically sorts your columns into two groups: Measures and Dimensions. Generally, you’ll want to drag Measures columns to the Measures field, and likewise for Dimensions. To use a Measure as a Dimension, see our documentation on Bucketing Measures.

Building a query to chart total payments per month.

MEASURES

Typically refer to quantitative data, such as number of units sold, number of unique visits, profit and so on. In the context of data visualization, measures map to the Y axis of a chart.

Drag or double-click a Measure column to the Measures field. Then, click the column in the editor to select an aggregation.

DIMENSIONS

Refer to categorical data, such as state, gender, product name or units of time (e.g., day, week, month). Generally, dimensions are used to group quantitative data into useful categories (e.g., number of units sold by state) and typically map to the X axis.

Read more about date formatting.

Filters

Dragging a column to the Filters field in the Data Explorer generates a list of filtering customization options. These options vary depending on whether the column is a Measure, Dimension (Non-Date), or Dimension (Date).

OR FILTERS

By default, filters in Interactive Mode each have an AND between them. This means that the each row included in your result set must match every filter condition.

However, there are certain situations where your query results only need to match some of the filter conditions. In those cases, you can use an OR filter.

Once there’s at least one filter in the Filters section, an OR button will appear below the Filter box. Click the OR button and drag your column to the new OR field.

Every condition in the same filter field will have an AND between it. You may add as many new OR filter fields as needed.

View examples

Add an OR filter to filter multiple possibilities

DATE FILTERS

Chartio’s Interactive Mode date filters don’t necessarily follow SQL behavior. We have created standard date filters to ensure date filtering behavior is consistent for both dates and datetimes across all of our supported data sources.

  • between is exclusive, which means the end date is not included
  • between and including is inclusive, which means the end date is included

Date filters

RELATIVE DATE FILTERS

To apply custom date filters, you can use Chartio’s Relative Date variables. For more information, see our Relative Date documentation.

Relative date filters

Edit Variable Values

Use the Edit Variable Values feature to customize the dashboard variable values that you’re using in chart filters or in the Data Pipeline. This allows you to preview your chart’s data with non-default variable values.

Note: the edited variable values are only applied to the current Data Explorer session. Values revert to defaults when navigating away from the Data Explorer.

Interactive vs. SQL Mode

Building queries in Interactive Mode and then switching to SQL Mode is a great way to generate the basic structure of return values and even joins, before editing the query with more specific needs.

INTERACTIVE MODE

Any columns dropped into the pane while in Interactive Mode automatically generates an underlying SQL statement. To view the generated SQL, click the Preview SQL button.

SQL MODE

SQL mode allows you to write custom SQL against your database. SQL Mode can be useful for complex queries that aren’t feasible in Interactive Mode due to complex joins, subqueries, etc.

Autocomplete

Autocomplete column and table names in SQL Mode by using the keyboard shortcut Control+Space.

Autocomlete column and table names using keyboard shortcuts

Query History

Chartio saves the last 100 saved queries in each SQL Mode dataset. To access, click the History button in the top bar of your SQL Mode dataset.

Query History

Preview SQL

To view the SQL being generated for your Interactive Mode query, click the Preview SQL button. The SQL is updated in realtime as changes are made to your Interactive Mode query.

This is also a great way to learn some basic SQL—simply edit your Interactive Mode chart and watch how the generated query changes.

Multiple datasets

See our documentation on Merging Datasets.

Intro to the Data Pipeline

Chartio’s Data Pipeline allows you to perform transformations on your query results in a series of steps before charting it. These steps include a variety of operations such as column sorting, pivoting data, and adding calculated columns. The flexibility of adding any steps in any order allows you to get your data exactly how you want it.

Data Pipeline view

Merging Data (Joins)

When adding two or more datasets in the Data Explorer, you will need to select a method for merging, or blending, the datasets. Merging datasets allows for powerful post-processing and calculations using Chartio’s drag and drop interface.

For every join option except Union and Cross Join, you can choose how many columns you would like to join the datasets on. View an example.

Merging layers in the Pipeline

OUTER JOIN

Combines the columns from all datasets on one or more common dimension when possible, and includes all data from both datasets.

Outer join

INNER JOIN

Combines the columns on a common dimension (the first N columns) when possible, and only includes data for the columns that share the same values in the common N column(s).

Inner join

LEFT JOIN

Combines the columns on a common dimension (the first N columns) when possible, returning all rows from the first dataset with the matching rows in the second dataset. The result is NULL in the second dataset when there is no match.

Left join

UNION

A Union merge will stack the dataset results on top of each other without grouping or combining the data. Unions can be used to generate lists of data to be printed or viewed in table format. To remove duplicate rows, check the Distinct checkbox.

Union

CROSS JOIN

The result of the Cross Join will be a table with all possible combinations of your datasets together. This can result in enormous tables and should be used with caution. Cross Joins will likely only be used when your datasets are returning single values.

Cross Join

Adding a Step

Click the plus button in the pipeline wherever you want to apply a new transformation step to your query results. You can add as many steps as you’d like, in any order. You can also use each step multiple times as needed.

Preview Data

To preview your to view your data at any point in the pipeline, click the View Data link in a pipeline step. It can be incredibly useful to compare how your data looks before and after a transformation step is applied.

Data Pipeline Steps

For descriptions and examples of the available Data Pipeline steps, check out our Data Pipeline documentation.

Chart Preview

The Chart Preview section is where you select your chart type and other Chart Settings.

Chart Settings

Click the Chart Settings button above the Chart Preview to view available settings. Each Chart Type offers different customization options.

Popular chart features: