Managing Charts

Owned by Tim C
Oct 21, 2024
4 min read

Edit chart data

To modify a chart’s queries and subsequent transformation steps:

You must have permission to edit or manage the dashboard and permission to query the underlying data sources to edit charts on that dashboard.

  1. Hover over the chart then select More actions ().

  2. Select Edit chart.

This takes you to the chart editor, where you can edit the chart’s Visual SQL steps. Learn more about the chart editor.

Edit settings

To modify a chart’s settings without going into the chart editor:

You must have permission to edit or manage the dashboard to edit charts on that dashboard.

  1. Hover over the chart then select More actions ().

  2. Select Edit settings.

The pop-up for chart settings will appear, where you can edit the settings and preview the changes before saving.

Copy a chart

If you want to duplicate a chart or use it as a base for a new chart, you can create a copy of the chart.

Once copied, your chart is completely separate from the original, so changing the original will not affect the new chart and vice versa. Chart comments also do not carry over to the chart copy.

You must have permission to query the data sources used to create the chart.

To copy a chart:

  1. Hover over the chart then select More actions () > Copy.

  2. Select a new or existing dashboard to place the chart copy.

  3. Select Save.

  4. Place the chart copy on your selected dashboard.

Delete a chart

If you no longer need a chart, you can delete it from the dashboard. Keep in mind that once you delete a chart, you cannot recover it.

To delete a chart:

  1. Hover over the chart then select More actions () > Delete.

  2. Select OK to confirm the deletion.

Move a chart

You can move an existing chart to another dashboard or change its position within its current dashboard.

Move a chart to another dashboard

  1. Hover over the chart then select More actions () > Move.

  2. Select a new or existing dashboard to move the chart.

  3. Select Save.

  4. Place the chart on your selected dashboard.

Move multiple charts to another dashboard

To move multiple charts from one dashboard to another:

  1. Select and drag your cursor over the charts you want to move, or hold Command then select each one.

  2. At the top-right corner of the dashboard, select Edit selected > Move charts to….

  3. Select a new or existing dashboard to move the charts.

  4. Select Save.

  5. Place the charts on your selected dashboard.

Move a chart within the current dashboard

To rearrange a chart within a dashboard:

  1. Hover over the top edge of the chart.

  2. Select and drag the chart once the four-way cursor appears.

  3. Place the chart to the desired position on the dashboard.

Monitor chart performance

To check a chart’s query performance:

  1. Hover over the chart.

  2. Select More actions () > Review performance.

A pop-up titled Performance breakdown will appear.

There are two tabs in this pop-up that will help you analyze your chart’s performance: stats and logs.

Stats

View aggregated statistics about your query performance:

  • Min query duration - The shortest amount of time taken for one of the chart’s queries to complete

  • Avg query duration - The average execution time for all queries in the chart. We don’t recommend using this as the sole indicator for your chart’s performance.

  • Max query duration - The longest amount of time taken for one of the chart’s queries to complete

  • Query performance - A bar line chart showing the chart’s query performance over the last two weeks:

    • Total query times - A sum of the completion times for all queries that were run for the chart that day

    • Average query times - The average execution time for all queries that were run for the chart that day

    • Total number of queries - A line that plots the number of queries that were run for the chart

Logs

View a full list of the queries that were run for the chart. Each record in the log contains the following details:

  • Start time - When the query was run

  • Duration - The time (in seconds) it took for the query to complete

  • Query - The full SQL query that was run

    • Cause - What triggered the query to run

    • Data source - The data source that is queried

    • If the query failed, the log will show the error that the data source returned.

Use these logs to pinpoint any long-running queries that may need some optimization.

 

Refresh chart data

Depending on the dashboard’s cache duration and refresh settings, the charts' queries are sent to the data sources if the cached data is expired, and the charts' cached data will update. Rather than refreshing all charts on a dashboard at once, you can also manually refresh one chart at a time.

To manually refresh a chart’s data:

  1. Hover over the chart you want to update.

  2. Select More actions ().

  3. Select Refresh chart data.

This sends new queries if a chart’s cached data is more than two minutes old.

Alternatively, modifying a chart’s query then re-running the query also manually refreshes the chart’s data.

View chart data

To view a chart’s data in a tabular format:

  1. Hover over the chart.

  2. Select More actions ().

  3. Select View chart data. If your chart is a table chart, this option changes to Expand table.

This opens an interactive table view of the data, where you can sort the columns and filter for rows containing specific search terms.

You can also download the tabular chart data by selecting Download as CSV in the top-right corner of the pop-up.