Documentation

Migration Guide

If you haven’t seen our announcement, Chartio has joined Atlassian and the product will be shutting down on March 1, 2022. While we’re excited for the new chapter ahead, we understand the impact this may have on you and we want to ensure you have what you need to smoothly transition off Chartio.

What you can do

You can leverage some of our in-app features to extract the necessary information to offboard from Chartio and potentially migrate to another analytics solution:

Export reports from Usage Stats page

The Usage Stats page contains all kinds of information related to your Chartio usage. To download any of the Table charts as a CSV, click View all X rows and Y columns at the bottom of the Table chart to bring up the chart data modal then click Download as CSV at the top-right corner.

These charts in Usage Stats may be particularly helpful with your migration process:

  • Dashboard Chart and Dataset Information

    This Table chart provides all the SQL queries used for your organization’s active and archived charts (excludes Data Stores and Alerts). You can filter the list by dashboard or data source, which we hope makes it easy for you to export the queries you need.

  • Dashboard Information

    You can apply a descending sort to the “Last Edited”, “Last Viewed”, or “Lifetime Views” columns to help you determine which dashboards to migrate to your new BI solution.

  • Active Scheduled Reports

    View all the scheduled reports in your instance so you can replicate them in your new BI solution. You can also pull the list of recipients for your Email Reports and inform them of the impending change.

Export PDFs of dashboards

You can export each dashboard as a PDF or download individual charts. It may be helpful to have these PDFs or images of your charts and dashboards to help recreate them in another solution.

Download data source’s query log

Each data source has a Query Log tab in its settings, where you can view and download the completed queries sent to the data source in the last 30 days. You can also filter the queries per dashboard. Any Chartio variables referenced in these queries are replaced with actual values.

Pull data using our Admin API

If your organization has access to our Admin API, you can use the various GET requests to pull high level information about your dashboards and data sources, including permissions data.


Migration recommendations

As you migrate to your new BI solution, it’s a good idea to have a process in place to keep track of your progress. Here are some tips to help you get started:

  1. Use the Dashboard Cleanup feature to quickly archive unused dashboards.

    Note: If dashboards have Snapshots or Email Reports enabled, they’re still included in the cleanup list and won’t run or send once archived.

  2. Leverage your Usage Stats to prioritize which dashboards to migrate.
  3. Tag important dashboards by prepending [TO MIGRATE] to the dashboard title (e.g., [TO MIGRATE] Executive Summary).
  4. Once you’ve migrated the dashboard to your new BI solution, update the dashboard title tag to [MIGRATED] then archive it.

Alternative BI solutions

Join the discussion in our Slack community’s #migrations channel. Share your recommendations and compare other BI solutions with your fellow Chartio users.


What we can provide

If you need further supplemental information, reach out to support@chartio.com or your Data Advisor.

Some examples:


Final step

Once you’re ready to fully close your account, you can follow these instructions to remove your data from Chartio or reach out to accounts@chartio.com.