Getting the most out of a pre-built dashboard

Dashboards

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 out with Chartio.

Take full advantage of filters and Date Sliders

Many dashboards have filters built-in to allow you to quickly filter chart data according to default or selected values. Use a Date Slider or other Dashboard Variables to get a more granular view of the data. These allow you to compare weeks, specific products, etc.

Filter on a chart

Clicking on the rectangles above the chart in the example above will open filter options according to the variable type. You can then set dates or select results from the options. This will then change the connected charts on the dashboard depending on the selection.

Go deeper into a chart

You can see the data behind the charts in a few different ways.

If you’ve been granted Admin or Editor access to a dashboard, hover over the chart and click the ellipsis in the top right corner, then choose Edit Chart Data.

Click Edit Chart Data

This will open the Data Explorer where you’ll be able to see how the chart was built and what fields were used. Just make sure to not change anything or save the chart if you don’t have permission. Simply click Cancel on the top right corner of the page to exit the chart and return to the dashboard.

See the interior data behind a chart

If you’d just like to see the raw chart results in table form, you can also view this for any chart, regardless of permissions. From your dashboard, open the chart menu and this time, select View Chart Data.

View chart data

This will open the raw data from the chart in a window pop up which will look similar to the extended Table chart view. You can also click on the column headers to reorder the columns by ascending or descending order or use the filter box to refine the result set.

Open a chart's raw data

Clone a dashboard

If you want to be able to edit a dashboard without affecting a shared dashboard, you can simply 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 with other teammates and collaborate, click Share Dashboard from the dashboard sidebar. This will open up the Access tab in the Settings where you’ll be able to add other users with which you’d like to share your dashboard.

You can find more information on dashboard sharing in our Manage Dashboards documentation.

Share dashboard from the sidebar


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