Documentation Charts FAQs

Explore Chart Data feature

The Explore Chart Data feature allows your dashboard Viewers with data source access to view the chart in the Data Explorer. Viewers can save a copy of the chart to a dashboard where they have Editor or Admin access but they cannot alter the original chart. This is incredibly useful for allowing users to learn how specific charts were created, while protecting the charts from accidental edits.

The Explore Chart Data option is only available on charts where the user meets all of the following criteria:

  1. User has Viewer access to the dashboard;
  2. User has Editor or Admin access to all of the data sources used in the chart

For example, a user has Viewer access to the Executive Summary dashboard where the Pipeline Overview chart is located. They also have Editor access to the “Document Company Demo Data” Data Source. For any chart on the Executive Summary dashboard that is only using the “Document Company Demo Data” Data Source, the user will see an additional option in the ellipsis chart menu called Explore Chart Data.

Exploring chart data

When the user clicks this option, they will be redirected to the Data Explorer. They won’t be able to permanently alter the original chart, but they can explore the chart’s queries and settings. They can make adjustments to the chart, run the query, and see the updated chart preview. If they would like to keep the changes or further edit the chart, they can click on Save copy to… in the top right corner of the Data Explorer to save a clone of the chart.

Save copy to...

After clicking on Save copy to... a pop up will appear where you will choose which dashboard (to which you have Editor or Admin access) you want to save the chart to. Select the dashboard and click Save.

Clone chart to dashboard in Chartio

If you don’t have this level of access to any dashboard or would like to save the chart to a new dashboard, click on the +New Dashboard option on the left menu of the pop up. You’ll be prompted to name your new dashboard and select the Category in which is should be located. Once this information is filled out, click Save.

You’ll then be taken to your selected dashboard and can place the cloned chart where you’d like.

Cloning chart to a new dashboard