Understanding Chartio: 8 Critical Aspects

Chartio is one of the most popular visualization tools available in the visualization market.

• That’s not only easy to implement but has a short learning curve to help you visualize your data in a straightforward and easy-to-understand format in seconds. 
• You need to be aware that Chartio has migrated to Atlassian, you can still access some features. So if you want to access the new Chartio platform, you will need to go to Atlassian. 

What is Chartio?

• Chartio is a cloud-based business intelligence system that permits you to make refined graphs, reports, and dashboards that will engage decision-makers to settle on the right decisions, fast.
• It offers incredible usefulness to both specialized and non-specialized users. 
• According to the makers of Chartio, their statement of purpose is to “make data accessible to everyone.” They accomplish this with the power of Visual SQL.  
• Key Features of Chartio 
  • Smart Information Charts
  • Information Dashboards
  • Collaboration Access
  • Simple Sharing

What are the Steps for Initializing Chartio?

• The Visual SQL is the place where a majority of the magic takes place – it’s the interface you’ll use to make your charts. 
• Visual SQL engages clients of all expert levels to manage and query their data.
• This type of SQL is intuitive for business clients, quick for power users, straightforward for SQL masters, and adaptable for developers.
• Chartio makes SQL visual, instead of code – you get to see the image for yourself and each data link.

What is Chartio Dashboard?

• For those who already have an account with either Chartio or Atlassian, you will see the dashboard and a list of dashboards on the landing page when you log in.
• It’s advisable to create a separate dashboard for separate topics that you intend to track. What it means is that you can create a different dashboard for let’s say; sales, growth, leads, engagement and that’s just to mention a few. 
• The more organized your dashboard, the easier it is to locate what you need to create an effective dashboard. 
• When you create a new Chartio dashboard, it displays the dashboard layout shown below.

• The part labeled 1 represents the main board which comprises all the Charts, Controls, and Dashboard Elements. 
• The part labeled 2 comprises the Dashboard Elements, Settings, and the Menu View button. You can likewise click Download to download either a PDF or CSV of the dashboard.

Find a plan that’s right for you, Experience transparent pricing that ensures no billing surprises even as you scale. Get a 14 day free trial with 24×7 support. No credit card required. Get a custom quote tailored to your requirements

What is the Procedure for Create Charts?

Once you have some data to visualize, it’s time to create charts. 

Follow the steps below

• Step 1: Select your data source from the top-left dropdown
• Step 2: Drag a Dimension (such as Date or Category) to Dimensions
• Step 3: Drag a Measure (such as ID or Payments) to Measures
• Step 4: Click Run Query
• Step 5: Change chart type (optional)
• Step 6: Add chart title (optional)
• Step 7: Customize chart settings (optional)
• Step 8: Click Save to Dashboard and choose a Dashboard from the pop-up or create a new one

The example below is a chart type called the Pie chart type. 

Two methods to connect your Database with Chartio

There are two methods

• Direct connection
• Tunnel connection

• Here’s a list of the support data sources accessible with Chartio
  • Amazon 
  • Athena
  • Amazon Aurora
  • Amazon RDS etc.

What are the Steps to Creating a Data Store in Chartio account.?

Creating a Data Store is a two-part process:

• Step 1: Create a Data Store Connection
• Step 2: Create a Stored Table

Step 1: Create a Data Store Connection

• From the top navigation bar, 
• Click Data to go to your organization’s data sources page then 
• Switch to the Data Stores tab and 
• Click the +Add a Data Store button.

Name the Data Store and determine other connection settings as you want.

Step 2: Create a Stored Table

The next to do is add a Stored Table to the Data Store you just created. 

• From the Data Stores tab, 
• find your Data Store and 
• Click the + Stored Table button

You then get redirected to the chart editor (Visual SQL or Data Explorer). Proceed to select the data source, then pick data like you are creating a chart. Proceed to add queries and Pipeline steps as needed.

When you save your stored table, you’ll be diverted to the full rundown of data Stores and your Stored Tables. For one thing, the Store Table won’t run until its planned time, yet on the off chance that you need to utilize it immediately, you may refresh it by clicking its Refresh button.

What are the Steps to Connect to Data Stores?

• Step 1: Select Data from the top left-hand bar, 
• Step 2: Click + Add Data Source, 
• Step 3: Proceed to select your data source type from the list (make sure it’s part of the ones specified above). 
• Step 4: Fill in the connection form then click Connect.

Conclusion

• Chartio offers so many features for both programmers and non-programmers. In this post, you have been able to learn about the process of using Chartio especially if you are not so techy.
• It offers convenience and coordinated effort capacities for those with practically zero specialized knowledge in IT.
• In any case, even though Chartio is easy to learn, it additionally offers a set-up of incredible data analysis abilities for you to learn from.

Looking for a better way to manage your work? Get started with a free Asana trial. Try a 14-day free trial to explore all features, and check out our unbeatable pricing for the best plan for your needs.

FAQs