Manage Charts

After creating a chart, you can use it in a number of ways within Chartio as well as in different formats outside our platform. This section highlights ways to download your charts, copy or move them across dashboards, as well as monitor their performance.

You can find the menu options for any chart by hovering over a chart and clicking on the ellipsis to the top right of the chart.

Options for managing Charts

Refresh Chart Data

Charts are updated based on the Refresh Rate and the Cache Duration set for each dashboard. Check these settings to see how often your data is refreshed before manually refreshing your chart’s data as it may have just been updated.

You can also see when a dashboard’s data was last updated on the top right corner of your dashboard. There, a message will display the amount of time elapsed since the charts were last updated. If the dashboard is set to Smart or Auto refresh, hovering over this message will display the amount of time remaining until the charts are set to automatically update again.

Get new data for your charts

Manually Refresh a Chart’s Data

If you would like to refresh an individual chart’s data, click the menu icon in the upper-right corner of the chart and choose Refresh Chart Data from the dropdown menu. The selected chart’s query will be resent to your data source and the chart’s data will be updated if there have been any changes in your data source since the last refresh.

Note: Manually refreshing chart data overrides your dashboard’s Cache Duration.

Manually refresh your chart data

Clone a Chart

Hover over the chart you want to clone and click the menu icon. Select Clone Chart, and choose the destination dashboard for the clone. The current dashboard will be selected by default.

Cloning a chart will make a copy of the chart and all of its datasets. Once cloned, your chart is completely separate from the original, so changing the original will not affect the new chart and vice versa.

Clone a chart

Move a Chart

Move to Another Dashboard

Hover over the chart you want to move to another dashboard and click the menu icon. Select Move Chart, and choose the destination dashboard for the chart.

You can use the search bar or categories within the pop-up to select an existing dashboard. To move the chart to a new dashboard, click on the + New Dashboard option under Groups to create the new dashboard, add a Title and choose its Category.

Once you’ve selected the correct dashboard or filled out the new dashboard information, click Save.

Move a chart to another dashboardYou’ll be redirected to that dashboard with the chart selected, where you can arrange your chart as desired. When positioned, click once to place your chart.

Note: If you want to copy your chart to another dashboard instead of moving it, choose Clone from the chart dropdown.

Managing and moving your charts

Move a Chart on a Dashboard

You can easily move a chart within a dashboard by hovering over the top of the chart and dragging the chart once you see a 4-way cursor appear. See Arrange dasboard items for more information.

Chart Performance

To quickly check a chart’s query performance, hover over the chart, open the ellipsis menu, and select Performance.

Open Performance from the chart menu to see chart performance

A modal will appear with a Stats and a Logs tab, allowing you to view aggregated stats about your query performance, as well as a full list of the chart’s recent queries and their durations, along with any errors.

Full chart performance details

Download a Chart

You can download any chart on a dashboard in the following formats:

  • CSV
  • PDF
  • Image (.png)
  • SVG

Hover over the chart you want to export and click the ellipsis menu icon. Select Download from dropdown menu and choose your export format. Your download will start automatically.

Download example

Note: If you would like to download all charts on your dashboard as one PDF or download individual CSVs for all your charts, follow the instructions to Export Dashboard Data.

Any saved chart can be shared with others or linked to directly on a dashboard. To do this, open the chart menu and choose Chart Link from the menu options.

Choose Chart Link

A modal will appear with the chart link. Simply click the Copy button and share the link with another teammate.

Copy the chart link to share a chart

The link will direct your teammate to the dashboard, with the specific chart briefly highlighted in yellow.

Note: To view the linked chart, the user will need to have sufficient access permissions in order to view or edit the dashboard.

Bulk Chart Editing

To edit multiple charts at once, select multiple charts either by clicking and dragging over them, or by Cmd+clicking each one.

Click the Edit Selected button, and choose the edit option that you want to apply to the selected charts.

Bulk editing allows you to edit multiple charts at once