Add a Chart

Prerequisite

  • Must have a dataset created on your workspace.

Steps

1. Add chart

Select + Chart on the top-right of the header from the Charts page.

2. New chart explorer

Select the dataset from the Choose a dataset dropdown. The available datasets on your workspace are listed. Next, choose chart type and click Create New Chart.

  • You can explore the charts from the left navigation panel and search on the right pane.

  • The charts are grouped by their categories, recommended tags and tags. When you select a chart type, its tags, visuals and context are updated on the tab below.

3. Chart configuration panel

Here you configure the chart source values, interact with data and the SQL editor to query data for analysis and confirm the preview. The entire panel is interactive, i.e., you can move the values to their respective fields. Name the chart and configure its details to save later.

Chart source

This column shows the chart source, i.e., the dataset metrics and columns scoped to the current dataset you selected. The metrics and columns configured in the dataset are updated for the chart source. You can move the metric and column values to set up the query of the chart.

You can edit or swap the dataset from the three-dot menu next to the dataset in the Chart Source section.

  • Click Edit dataset to update the source configuration, including the database details, metrics, columns, calculated columns and settings.

Changing these settings will affect all charts using this dataset, including charts owned by other people.

  • Click Swap dataset to replace it with a new dataset for the chart.

Changing the dataset may break the chart if the chart relies on columns or metadata that do not exist in the target dataset.

Data & Customize

The Data tab lets you interact with the chart configurations. Depending on the chart type selected, you can customize the chart from the Customize tab. You can change the visualization type, select the temporal column, select the metric to group by, and customize the aesthetics of the chart from the tabs. When you configure the chart source and data fields, you’re prompted to Create Chart for visual feedback on the Chart preview.

The Data tab displays the list query configuration and the Query tab. It can also have additional tabs depending on the chart type. Whenever you update the data, click Update Chart to update the query on the chart preview. To check the data in your columns, click the Samples tab at the bottom of the chart preview.

Configure the x-axis columns, metrics and filters for your query in the Query section. You can input columns for query fields by selecting saved columns, from the columns drop-down or write custom SQL query. Depending on the chart type, you can additionally configure values like row limit, dimensions, truncating metric, sort by and more.

  • Metrics cannot be empty. You have to enter at least one value to render the graph.

  • You can use an aggregation function on a column or write custom SQL to create a metric.

Additional sections may include:

  • Advanced analytics: Allows advanced analytical post-processing of query results.

  • Annotation and Layers: Allows adding annotation layers and customising the annotation type, layer configuration and display overlay.

  • Predictive Analytics: Allows forecasting configurations.

Chart preview

The chart preview section renders the graphical representation of the configured query. It is responsive and prompts you to Update the Chart whenever you update the query. Customize the graphical preview directly by clicking on the columns to disable/enable them, filter and hover over the chart to check data. When you run the query and update the chart, it is rendered on the preview.

The pane also includes the Results and Samples panel at the bottom. Expand the window to view the updated query in the Results tab and the original table in the Samples tab.

Custom SQL

Users can write complex SQL queries for data source configurations or dashboard customizations. This allows detailed data transformations and analyses within the visualization.

5X Managed Apache Superset™ supports custom queries directly in the SQL editor from the Chart options.

You can also run custom queries for configuring columns and metrics in the Data tab.

Chart options

You can access the chart options from the three-dot menu on the top-right corner of the chart name. Here, you can:

  • Check and navigate to the dashboards where the chart is added.

  • Select Download to export the chart in .CSV, .JSON, .xlsx formats, and download the image.

  • Select Share to share the chart by email, copy the permalink to the clipboard and embed the code.

  • Select View query to open the SQL editor for the chart.

Query results

The chart preview panel shows the Results and Samples tabs for viewing table data. The Results tab displays the updated query reflective of the chart and the Samples tab shows the dataset table data.

4. Save Chart

Click Save to save the chart and add it to an existing, or a new dashboard. Once confirmed, click Save and go to Dashboard to publish the chart.

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