Chartio Introductory Training

all right um we'll just go ahead and get started we if you guys have any questions please know that you can um ask in any questions or chat um and yeah during the time of the webinar my name is amy collins at cardio and i'm going to be guiding you through our intro webinar and again just feel free to chat and ask any questions at any time so today we're going to cover a lot of things about home navigation and how to connect data sources organize teams and how to use your settings how to create a dashboard and then within the dashboard we're going to learn how to navigate through different components of things you can create within the dashboard how to share your dashboard and what type of settings we are within the dashboard and how to download the reports and within the dashboard you can create charts and in our chart explorer you have interactive mode and sql mode allows you to then create charts how to edit them use different variables and how to manipulate your data further with our data pipeline so we're going to get started with the home page so when you log in this is what you will see these are this is my testing demo dashboard you will see a lot of the dashboards here on the left you can see all items what has been created by yourself and you can also star dashboards to make sure it's in a certain category and you can see what is archived you can archive dashboards by clicking on these three ellipses here and hit archive and when it's archived it's just better for your performance the query performance it won't be sending any new queries so it saves you a lot of time if you have a lot of queries within the archive dashboard and you can also trash dashboards if you don't no longer need the dashboard the dashboard trash folder will make sure to keep the dashboard for 30 days then permanently delete it so you have 30 days to restore the dashboard we also have a dashboard cleanup button here which will tell you which dashboard have not been viewed in a number of months and you can set the number of months here then you can go ahead and archive them so it's not sending any queries against your database and then you can also filter this view right now this is a thumbnail view which i personally like but there's also a list view to see what category the dashboard belongs to and who owns it and you can also see who viewed it recently or edited the dashboard as well the search bar here makes it easier for you to search for certain dashboards so going back up here i want to take you through these navigation tabs here the explore tab is a great way for you to perform any ad hoc queries so clicking on this uh you're led to our chart creator and so if you have a just a quick query on the run you can do that it will go over how to use this interactive mode and event and or if you already know what dashboard you want to save it to you can go ahead and save this ad-hoc query to the certain dashboard the dashboard page is what we just looked at the data sources page is where you would go to connect your data source and these are some of our popular connections so for example i have a postgres company demo data connected i will go through each of these tabs to show you how you can manage your data source connected to chardio in the general tab you see a lot of the general information about your data storage this is where you can choose if you want to use only a sql mode or interactive mode and you can see these little questions here this is this will lead you to our health doc help documentation on our website and it will lead you directly to the field that's related to so clicking on it will lead you to some support documents which i highly suggest for you to get familiar with them we have a lot of information here it will just make it a lot more comfortable for you to use cardio the access tab is a great place for you to see who has access to this data source and you can also grant a user to this data source but you can also do this in teams page which i'll guide you through later and i'll show you how you can it's actually better practice to use teams but you can also access grant access to users here as well the schema tab is a great place for you to view all of the tables and columns from your database you can collapse the tables here and see all of the columns you can see the data type of the column you can also set foreign keys and foreign keys allows you to connect with the different tables pretty much you're telling this to be linked to a certain schema the table in the field and you're able to set the join type as well and i'll show you how the foreign keys actually work when you're creating a chart you can hide columns as well by clicking on this visible box then these fields will not be available when you're creating a chart if you unclick it you can also create custom tables by writing in your surf to sql syntax you can write your query here i'm going to give it a name then a table would show up here and when you're creating a chart you can access that custom table you can also create a custom column as well if you were to update your schema on your end on your databases end and you want to refresh your schema you would click on this and it will tell you what has been changed or and if any new tables have been added refresh schema is what you want to click on to access that we have a query log tab here this shows you all of the queries that are run against your database you can specify by dashboard to see the queries ran by chart and this is a great place for you to come to troubleshoot so if you hire if you're having any issues with your data source you will see the error messages here as well and it will give you a specific message why the query errored out the stats tab is a great place for you to see the latest stats against your data source so you can see a lot of the performance or if there are any errors um error breakdowns against your queries you can see that here you can see the slowest charts to see if you want to optimize certain queries so going back up to the menu type here clicking on these ellipses i see teams so let's go to teams you can create multiple teams so what you see on the left are the different teams i have and you can manage them by clicking here and you can give them you can invite users to a team and then give access to certain dashboards and data sources so if you give a team access to a dashboard with the editor access but if they don't have access to the data source that's used on dashboard they will not be able to modify or create queries because dashboard and data sources are handled separately so they're independent of each other so what i mean is if you if the user has access to a dashboard but do not have access to the data source they will not be able to create a query against that data source i hope that makes sense let me know if you have any questions making sure my question is box open so i'm aware if anyone checks it and after teams we have the settings page you can change and create themes you can choose your theme or create a new theme to make um get your company default colors and such and payments is where you would come to access your invoice and any payment information the help tab is really helpful and this is how you can access our health documents um so those question marks also help too we can access all of our support documents here we suggest a lot of our newcomers to access our data bootcamp um so you can use this to get one familiar with our tornado platform and if the user is new to using sql they can learn a lot through the data we can a lot of our feature releases are released here and you will see a page outlining all of our new features we have a blog gives you tips and tricks not written only by our cardio members but customers too who are super users for cardio so they have great tips and tricks and we also have a slack community and the slack community channel is dedicated to helping new customers with data tips and also help you via live chat if you guys have any questions and you can always message us here as well using this little chat button so that was our home page navigation and the key takeaways from that is how you'll be able to create a new dashboard which i'll show you actually in the next slide um how to add a data source and once you add a data source how to access the schema and any new schema or updated schema by refreshing it the query log allows you to see all of your performance details the four keys how to connect tables together the teams page allows you to create different teams with different permission levels and the settings page gives you an option to change your theme and access your payment information so next we'll go ahead into dashboard navigation what a dashboard actually looks like so i'm going to access this executive summary dashboard to show you that these are the different charts we can create and let's go ahead and create our own new dashboard i'm going to create a new dashboard and give it a title and i'm going to name this october training the category right now belongs to my sandbox and i can change this by give if you click on or if you type a name you'll see all of the categories available you can create your own new categories by naming something different or i can just do it in my sandbox and you can also create subnets by the sign and i can name this october so this is a blank dashboard and i'm going to show you how to create a chart to add a chart you click on this button and you see the interactive mode right away where you're able to access your schema and see the fields and you're able to drag and drop the fields easily whereas we also have a sql mode for people who would like to write their own queries the little drop down here allows you to access the data source of choice so if you have multiple data sources connected you're able to choose the data source here and for this i'll be using the sas company demo data within interactive mode there is something called measures and dimensions and the difference between measure and dimension is measures you can perform aggregate functions so for example if i was able to bring in user id and even on the fields that the schema you have brought in it will separate into measuring dimension and it's just suggesting that perhaps this field is something you want to aggregate and within the aggregation function you can see the different types here and usually these aggregate functions will end up being your y-axis when you create a chart we also have the dimensions this is how you would group your data and this would end up usually being a part of your x-axis of a choice the filters here this is how you can include or exclude specific data but just because these are labeled measures and dimensions it doesn't mean it can only be used as measuring dimensions you can definitely switch them around you can see over here on the right side i have the chart preview um so you can see the different chart types here and we don't have an output yet but depending on your query output you'll be able to see some of these charts um grayed out and that will just simply mean it's not compatible with the output but once it's black you will know which charts to use so let's start with creating a very simple chart a single value chart so let's just say we're interested in our user tables data and we want to see how many users have signed up over time to use our company service so i've already kind of dragged this over i'm getting a count of distinct user's id so i just draw drag it into the measures field box and you can choose the aggregate function but i want to keep it accounted distinct because i only want to count the user id once and you're also able to sort it as well if you like and i'm going to show you in the label section here you're able to rename the column and i will run my query now and you can see here as i mentioned earlier the grade ones mean it's just incompatible with this output the ones that are black are compatible so i'll go ahead and choose my single value chart so there it is i can click on settings to do more things to this chart so i can change the font size here title font size and the font size of the chart you can add pretext post text so i can show you for example i can add post text as active and i'll make that a super subscript and the tabs here is what else you can change so i can color color my chart oh that's a horrible background and you can also set condition conditions so i can add a new conditional rule here so let's say i want to set a condition to say if my number of active user ends up being greater than or equal to 10 000 then make my color blue and once i hit save the chart you can see here let me enter a chart title first i'll make this total account of users and once i save the chart i'm able to bring it to the dashboard and you can easily drag and resize your chart on the dashboard so that is really one simple chart now let's find out when these users have signed up so let's create a different chart i'm going to do the same as i did earlier i'm going to bring in my account of distinct users and i am also going to use the day the date field which is the creative date field into dimensions and within the dimensions i'm able to group it in different ways i'm bucketing my date field to the month level it defaults to the day of but you're able to choose as you can see here you can sort it as ascending or descending and i also want to point out that as you drag in fields and with an interactive mode you can see the queries that are being generated to get this output by clicking on previous sql so it is using your sql syntax of the data source and you're able to see it generated here and if you were to switch over to sql mode you can see that is generated here as well so i hit run query and now i'm getting the output so i'm able to see how many users signed up per month so i can make this total users over time and clicking on this auto button when you're choosing a chart type this auto function will tell you which chart is the most compatible with your output but it doesn't mean you have to choose it you can also choose this area chart line chart i'll keep this at a bar chart and let's go to settings here to add more things so you can make this into a horizontal bar chart as well within the access tile you're able to title your axes so i'll get the x-axis date month title you can label the steps rotate the labels and give this i'll give away access a title amount of users and i'm done with that and i'll hit save so here's another quick simple chart now i want to show you how you can use our data pipeline when creating a chart so let's say using the same chart total users over time i want to see the ratio for my users over time to do this i'm going to clone this chart and when you're cloning a chart it'll tell you which dashboard to clone it to so it doesn't have to be within the same dashboard you're using it could be a complete separate one a different one i'm just going to keep it in the same dashboard here's my clone chart i place it on the dashboard and now let's go ahead and edit this chart so when i came in to edit the chart i'm pretty much seeing the same chart query now i'm just going to add things to this to see the ratio i'm going to use our data pipeline and our data pipeline you can access at the bottom here so clicking on add transformation you're able to see the series of steps that allows you to transform your data in different ways so there's different steps you can take and again the little question mark you can see here will take you to our documentation if you would like to learn each of these steps for this webinar i'm going to show you an example of how to add a new column and name it and then give it a ratio so i'm going to add a column i'll give it a name ratio and you can see different formula types that you can give to this new column in this formula i'm going to choose the ratio of total hitting apply button here will give you a little preview at the bottom this will be the before and this will be the after you're able to see the ratio against each month of the total users so now that i have added the ratio added the column in this chart because it's a bar chart right now you can faintly see it and it's labeled as yellow you can faintly see it you're able to see it as a new column within the table chart so you see a new column since i added a column here to better see the ratio i'm going to use the bar line chart and you're able to see the ratio as the line now that i have a second y axis i'm going to give this a label as well in my axis tab i'll give this i'll say this percentage ratio all right so that's the left one the left one i'm going to name the same ones earlier users over time um amount of users actually on the right on the left y-axis left i'm naming an amount of users on the right is the ratio so i'm going to name that percentage ratio and the x-axis will be so now i have labels for each of the axes and i'm going to also edit the chart to say so research over time with ratio so now there you go we have a chart where you can use a data pipeline step to manipulate the chart from before cool now that i've shown you very easy um to do type of charts i'll show you how you can add a different element to these charts and that is adding a control so we have different control types you can add a calendar a hidden variable a range input a drop down and i'm going to add a drop down control to view all of these results um how many users signed up over time by the company name to do that i'm going to create the drop down with the company name i clicked on the drop down variable and you're led to this page which looks a lot like our chart creator but you are creating a control to connect with your chart to get the company name i am going to the same table that i used for those earlier charts the users table and i want to see the company from the users table so i'm dragging it to see the list if i run query you can see the company names pop up here this little red button is telling me that the row limit has been reached and that simply means there's more than thousand rows within the chart curator you have up to 100 000 rows you can query up against 100 000 rows if you ever hit 100 000 there is something called data store which you're able to save a stored table and that will function as a data source and you can query up against million rows within a store table so if i change that to 100 000 i should go ahead and take care of that little warning sign there you go cool so you can name the drop down as well so it says drop down for now okay i'll name it company you can choose the data type of this drop-down you can give it a multi-select option and also choose a default initial value i'll leave it like right now and i'll save this drop down and i'll put it right here now what i need to do is connect this drop down to these charts to be able to select what company i want to see for users over time to do that i am going to edit this chart and i'm going to add in the company value into the filters and say equals the company variable that we just created so i'm saying let this company equal the variable i'll say this chart and if i was to select a company now you can see this chart reflect the variable control i just created and then if you click on the three ellipses to say show me the connected charts for this specific control you can make sure what's see what's connected and what's not let's add a different variable so let's add a calendar variable to do that you click on calendar you'll i'll keep the name calendar you can choose the data type as a date range or a specific date i'll keep the date range and you can set it as a relative date or fixed date variable so with the relative date you can tell it to start today subtracting four weeks so you can go ahead and change that if you want to you can add as well um so well so for example i'll do maybe eight months and the end will be today if you have the background color if you like and this calendar variable can go right here so just as i added my company variable to this chart i need to add the calendar variable to this chart and then discharge as well which will take the same steps so to connect the calendar variable again we're going to go to edit the chart data and bring in the create a day field which is what i use for the very calendar variable i need to connect to the calendar i just created i'm going to say for this chart the create a date field i can say between calendar start and calendar end date and now the calendar variable should be connected to this chart if i want to say i want to see information from last august cool so you can see how the filter works against this these two controls and i'll have to take the same steps for this chart for it to be connected and you guys please let me know if you guys have any questions so then i am going to go ahead and show you one more step of how do you better use our chart creator so let's just say i want to look at some marketing data and the cost of each marketing spend type per month so i'm going to use a different table named marketing and i'm going to use the cost and bring it into measures to see the sum of the cost and use the create a date field to see the cost by month i also want to see what i'm actually spending per month i run this query you can see um i'm able to see the months and the description of what i'm spending and the total sum of the cost so with this um it's a bit kind of funky let's say i want to transform this data i'm going to add transformation to say i want to pivot this data so pivoting is a different another transformation step you can take within the data pipeline you can tell it to sort the direction and tell it to do a function what aggregation function you would like to use for the measures once i hit apply you can see now it took my second column and pivoted it and used it as columns or so second rows column rows have become down columns so now i'm able to see the total sum of costs for each of the marketing spending so i'll go ahead and title this marketing spend over time and i can go ahead and also give it a different chart type so there's a table type with this type of table output that would be great for me to see a stacked bar chart so clicking on the bar chart it will automatically stack it for you if you have multiple columns to stack so let's go ahead and save this chart so that was a different type of transformation transformative step within our data pipeline i'm going to show you how you can merge two different tables and data sets and what i mean by that is over here we have a little plus button you can access the different tables within uh your data source and merge them together by adding a different data set so in this chart you can see these are these tables are grayed out and that just simply means there aren't any foreign key setup from this table so earlier we discussed what foreign keys are you can tell each field to be connected to a certain field within a different table and what the correlations are you can set that up within your data sources page but you can also set up in the forum case you can set up the boring case over here as well so clicking on that little key button that i just showed you you can add the foreign key by saying you know from this table this column should be matched with the user's id so marketing id you can have it correlate to the user's id in the user table then once you hit save you will have the access to use the user's table in the same chart with the same data set but for the sake of showing you how you can add a different data set i'm going to do that um so when this little prompt comes up apply existing pipeline to all data sets now i want to start with a fresh dataset so what i'm going to do how i'm going to merge two data sets together is i'm going to show you what the correlation is between the cost of the marketing and versus how it's being spent towards the users who are signing up so in the second data set i'm going to select information from the users table so i'm going to bring in the user's id into measures and get account distinct so i'll just rename this user's id i want to see the count of all the users and when they're signing up so i'm going to see the created date as well i'm going to bucket this live month since this chart is already by month and here once i have added a second data set data data set i'm using my data pipeline to merge my data set so the little step if you click on it it'll tell you it's merging the data set but how what merge type should be used so you can select the join type and for this example i am selecting an inner join and it's i'm telling to join on the first column so if you're doing a left join or in a drawing you can also set the number of columns to join on hit apply and close you can see it's stacking my user id as another bar chart but i want this to be aligned so i can see the correlation between the user signing up versus the marketing spend so i'm going to use the bar line chart so now you can see how many users signing up over the correlation of the cost for each marketing spend type so yeah there you go that's another way for you to use our data pipeline and also how to add a second data set and you can add multiple data sets um as many as you want some users will add a different data set it doesn't have to be just to use a separate table from the same data source you can add a data set and bring in information from a complete a different data source and tell it to merge together so if you had so this i was using the sas company demo data but if i want to merge it with some information from the cardio demo source i can go ahead and pull in fields from here and tell it to merge and then perform different steps as i was showing you earlier and what i also wanted to note here is while you guys are using the interactive mode or sql mode you can also access the advanced mode so right currently this is called our basic mode you can switch over to the advanced mode and this advanced mode is very helpful to view all of your data pipeline steps in a more organized way so these two data sets that you could see in the basic mode within the advanced mode it's at the very top you're able to see the queries you're running against the data each data set here at the very top and it's a lot easier for you to drag and drop different steps into the pipeline so if i was to add a column before i pivot i pivoted the data you can add this step here you'll see those dotted lines you can tell it to name this column a new name choose a formula type so pretty much each of the step is just a lot easier to view within the advanced mode you can clean up all of the steps if you were to have multiple steps um going down or even multiple datasets going across so let's save this chart and go back to our dashboard and i want to make sure i cover these elements of a dashboard so we learned how to add a chart and how to add different controls you can add a ruler make it bold horizontal or vertical give it a color and it just makes it easier for you to organize your dashboard visually i can add a text box so i can make this users data you can set the fox down to h1 or h2h3 so on and you can also use a markdown as well um i'll keep this as user's data and here we go um this part i'll say it's my user data information and then i'll add another text box to say marketing data and here is these are different ways you can organize your dashboard visually you can also add a link um it can be an external website or to another internal dashboard so if you create a different dashboard with different data and you want to link to it you can go into the url here and add a link you can add images um just upload them and you can perhaps it's your logo it can be different things the refresh data here comes in handy when um it just tells you to it just makes the dashboard manually refresh against your source so that you're getting the most updated data the comments come in really handy if you're working with multiple teammates you can also share your dashboard and give access to certain users with a certain permission setting but it caught the reports is what comes in really handy when you want to share dashboards out to external recipients so you can schedule email reports to be sent out a certain day or week or month at a time and week as well so if i name this a weekly uh report i can set the frequency so if it's weekly i can set the date and time of the day you can set um the variable as well so if you want is want to send down a specific company's variable um as a scheduled report you can choose the company value this could be a pdf for csv file and the recipient's name can go here so it can be a company alias maybe a marketing team or different recipients and they do not have to be a tortilla user which is what's really sweet about it there's really no limit on how many users you can send out or how many recipients you want to send out the reports to so once you set it it will be then a scheduled automated thing and you can also see within settings here you can set the time zone for the dashboard um rename your dashboard name slug you can also set your cache duration and tell it um you know when to cache against your data source your queries to be cached and the refresh dashboard we have four different settings auto smart onload and manual and all of these are outlined in the question mark if you go to the support doc it'll tell you what each of those refresh rates mean auto means literally automatically checking um against your data source and manual will be the moment you open up your dashboard you can also enable snapshots snapshots will allow you to keep track of your historical data so he's built taking an image of your dashboard and you're able to associate track your chart data you can also clone dashboards as well so if you're working off of a template or such you can go and clone dashboards just as you can clone charts and what's really fun um in the last several months we released a feature for you to share your charts to slack so if you want to instantly directly share your charts to a slack channel you can go ahead and do that so it'll tell you what's lab room to use and the message as well so we just covered um how to add a new chart and how to share your dashboard how you can download them as a csv or pdf and within settings you can choose a name there's a lot of options for you to set your cash duration and your refresh rate the fact that you can enable snapshots and send scheduled reports to anyone so we just those are the key takeaways from what we covered today and let me go back within the chart creation our key takeaways were how you can use our interactive mode it's just more visually appealing for you you don't have to write or if you were looking for a specific query or how to guess certain chart you don't have to google it or think about it you can simply drag and drop to get the chart you need and the data pipeline will give you the steps to manipulate your data post a post after you have run your query you can manipulate there using the data pipeline the data sets come in really handy when you want to merge your data it can be from complete different data source as well and within chart settings there's multiple formatting options and how you can change your chart type depending on how different ways you can change your chart so data stored that will be the bonus part um i can show you what that looks like in a bit and advanced mode um is what we looked at briefly as well so data storage as i'm sharing within your data source if you are perhaps running this query all the time that you would like to use it as a data source um within the data source you can go to schema oh i'm sorry no so you're going to go to data source and this little tab here data stores will allow you to yeah save a store table and so you can see here you can write your own query or use the interactive mode and save this as a store table and you can access this as a new data source so the store data you can query from and it also takes away that hundred thousand a query row limit and so you can then query against million rows within the data store and they'll also relieve load on your data sources as well so that those were a lot of the key takeaways that we just covered i hope that was helpful for you uh thank you for taking the time to sit through this training and let me know if there are any questions and um just feel free to chat and i'll give it a few minutes for you guys to write in and if you guys don't have any questions i'll i'll leave my email in the chat box so you guys can send me an email anytime you're welcome hillary so i have my email right here for you to message me if you guys have any other questions after this webinar and just know that you could always access us by our chat system with an app and we have a zendesk support ticketing system as well and we also have our community slack channel cool i think that wraps it up so thank you guys and have a great rest of the day

Channel: Chartio

Views: 656

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Id: 0yw4BX4qKrk

Length: 52min 55sec (3175 seconds)

Published: Tue Nov 24 2020