Getting the most out of a pre-built dashboard


Although much of Chartio’s power comes from building your own charts and dashboards, there are still powerful ways to work with dashboards that someone else created, especially when starting with Chartio.

Take full advantage of filters and date sliders

Many dashboards have filters built in. Use a date slider or filter to get a more granular view of the data. This allows you to compare weeks, specific products, etc.

Filter on a chart

Clicking on the rectangles above the chart will open options that change the charts on the dashboard accordingly.

Go deeper into a chart

You can see the data behind the charts. Hover over the chart and click the ellipsis in the top right corner and then choose Edit Chart Data. You can now see how the chart was built but make sure not to change anything if you don’t have permission.

Click Edit Chart Data

See the interior data behind a chart

Clone a dashboard

If you want to be able to edit a dashboard without fear affecting anyone’s dashboard, clone it. In the sidebar of the dashboard, click Settings and then Clone in the top right corner.

Click Settings in the sidebar Click Clone

Share and collaborate

In order to share the dashboard and collaborate, click Share Dashboard from the dashboard sidebar.

Share dashboard from the sidebar

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