Quick Start

New to Chartio? We know documentation can be a bit daunting, so we’ve highlighted some topics to help you get started.

Access to Chartio

Signup for a free trial or Login at chartio.com

Connect to data

Chartio is a data visualization tool, so the first step would be to find some data. To add data to your Chartio account, navigate to the Data Source tab from the top Menu. From there, you can:

  • Connect your database to Chartio. Chartio will need read-only access to your database. You can find more information in our instructions for connecting a data source.
  • Connect a Google Sheet or upload a CSV file from your computer. If you aren’t quite ready to connect your database, you can start to leverage Chartio to gain insights from those spreadsheets on your local machine.
  • Use our demo data sources to start learning Chartio. The value of Chartio is best realized when visualizing your own data but the demo sources are a quick way to get started.
  • Use the data sources to which you’ve been granted access. If you are joining an existing Chartio account, there is a good chance that your data is already connected. If all data sources are listed as unauthorized in the Data Sources tab, you may need to reach out to an Owner on your Chartio account to be granted the proper permissions.

Open the Data Explorer

Once you have some data, it’s time to get started! There are several ways to open the Data Explorer to create charts in Chartio. For this guide, we’ll access it from the Main Menu by clicking the Explore tab. You can access this tab from any page within Chartio to quickly analyze data without the need to save it to a specific dashboard.

Create a chart

Chartio’s Visual SQL interface makes it easy to get up and running quickly and start getting insights from your data. This guide will walk you through the steps to create your first chart. No SQL knowledge required.

Save results to a dashboard

Charts and tables in Chartio are organized on dashboards which can be easily created, updated and shared. When you have finished creating your chart, select [Save to Dashboard] in the upper right of the Explorer and you will be provided options to save your chart to an existing dashboard or create a new dashboard.

Share with colleagues

Don’t keep it a secret! Chartio has several options to share your work: