Change or swap a Data Source

Data Sources

There may be instances while using Chartio where you want to switch the data source your charts and dashboards are connected to from one data source to another, whether you are migrating your data or have added a new connection. We can perform a data source swap for your charts, dashboards, and data stores from the backend so you do not need to recreate all your charts.

To request a data source migration, you can contact us at support@chartio.com.

In order to attempt the data source swap, you first need to confirm that all the tables and fields are named exactly the same (case sensitive) including any custom tables or columns. They must have the same naming conventions. If you’d like to do a data source swap between two Google Sheets, you will also need to confirm that the Google Sheets both have the same name and title. Once this is confirmed, we can then attempt the data source swap.

It’s advised to clone a dashboard that uses the old data source first, so we can attempt the swap on the clone before attempting a full swap. If it is successful, we can then try for the full swap.

Notes:

  • If the two data sources are different database types, they may not have identical SQL syntax. As a result, SQL mode charts may break and you will need to update your charts.
  • Different database types may produce column names in different cases. For example, PostgreSQL queries will only capitalize the first letter of a column (e.g. “User Count”), but Redshift generates all columns in lowercase (e.g. “user count”) and Snowflake’s schema is in all caps (e.g. “USER COUNT”).
    This will break your charts that have Hide Column or Rename Column steps in the Data Pipeline because they reference the original columns. You will also need to fix these charts after the migration by selecting the proper columns in the Pipeline.

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