Dashboards

A dashboard is a place for you to display a collection of charts.

It is good practice to create separate dashboards for different topics that you’d like to track. For example, you may have separate dashboards for Growth, Revenue, Inventory, Engagement, etc.

You can create an unlimited number of dashboards.

Dashboard Overview

How to Edit charts on Chartio Dashboard

Section 1- Navigation Bar

The navigation bar is accessible from any page within Chartio and includes the following features:

  • Explore: Create quick ad-hoc queries using the Explore tab. You will be given the option to save your chart to a dashboard if you’d like.
  • Dashboards: Click this tab or the Chartio icon to get back to the main menu, where you can view all the dashboards you have access to and have created.
  • Data Sources: The Data Sources tab gives you access to all Data Sources and Data Stores to which you have access.
  • Ellipsis Menu: Open this menu to access additional features such as: Teams, Activity, and Settings. Depending on your plan type, you may also access Embedding, Admin API, and Alerts from this tab.
  • Search Bar: Enter keywords into the search bar to search for dashboards, charts, and data sources. Click the result to open the dashboard, highlighted chart, or data source settings. The search results will only include dashboards and data sources to which you’ve been granted access.
  • Help: This extended menu offers various help and learning resources such as our support Documentation and Help Center, webinars and working sessions, Data Bootcamp as well as links to keep up to date on our Feature Releases and Blog.
  • Notification Icon: Statuses on changes you have made such as data source schema refreshes, foreign key changes, and dashboard comments will appear here.
  • User Icon: Access and edit your personal profile by clicking on this icon.

Section 2 - Dashboard

The main dashboard includes all Charts, Variables, and Dashboard Elements. To edit any of the elements on a dashboard (chart, variable, ruler, etc.), hover over the item and click on the ellipsis menu on the top right corner. A menu will appear with the different editing and exporting options for this element.

Note: Editor or Admin access to the dashboard is needed to edit any of the dashboard elements. A limited chart menu will appear for those with Viewer access.

The dashboard also includes:

  • Dashboard Title: Clicking the dashboard’s title will reset your dashboard variables to the default values. You can edit a dashboard’s title under the Settings tab.
  • Data Last Updated: The top right corner of the dashboard features a message with the time since the dashboard’s charts were last updated.
  • Full Screen: Clicking on the icon beside the last updated message will switch your dashboard view to full screen.

Section 3 - Dashboard Menu

The right hand side menu includes the Dashboard Elements, Settings and the Menu View button.