Creating a Chart

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Overview

There are two starting sources to use for creating a chart in Preset:

How to create a chart?

From Any Page - Start with a dataset

Starting your chart creation with Physical or Virtual datasets allows your to scale chart building and re-use pre-defined metrics. Here's how to create a chart from anywhere in the product.

• In the top navigation, select the plus icon '+', and then, in the drop-down menu, select Chart.

• The Create a new chart screen appears. In the Choose a Dataset field, select the drop-down arrow and then choose a dataset.

• Choose a chart type and click Create new chart. Preset recommends using charts with the FEATURED tag in the chart gallery. You can select the desired chart from the Create a new chart dialogue and change the chart type in the Data tab of Preset Chart Builder.

• To configure the chart, within the Chart Builder Page, drag entries from the Metrics and Columns panel on the left and drop them into the adjacent Configuration panel.

From SQL Lab - Start with a SQL Query

Alternatively, starting your chart creation with a SQL query provides you the flexibility to explore your data ad-hoc and decide how to define new metrics. Here's how to create a chart from a SQL query.

• Navigate to SQL Query in the drop-down that appears when you hover over the '+' at the top right corner of the dashboard.

• Choose the right data source on the left-hand side, type in a SQL query in the text box, and click Run to expose the Create Chart button.

• Once it runs successfully, click Create Chart. 

• To configure the chart, within the Chart Builder Page, drag entries from the Metrics and Columns panel on the left and drop them into the adjacent Configuration panel. Here's a preview of what your chart would look like.

Congratulations on your first chart! To learn more about configuring charts using the Chart Builder page, have a look at a more detailed walkthrough at Using Preset Chart Builder. You can also view example charts and walkthroughs.

Ready to start building collections of charts in a dashboard? Have a look at Creating a Dashboard to get started.