👤 This documentation is intended for Limited Contributors, Primary Contributors, and Workspace Admins. Check with your Team Admin for additional access.
From Any Page
Here's how to create a chart from anywhere in the product.
From SQL Lab
Here's how to create a chart from a SQL query.
There are two starting places to create a chart in Preset:
|Starting Data Source||Chart Builder||Access Requirement|
|1. Pre-saved Dataset||Explore||Limited Contributors and above|
|2. SQL Lab Query||Explore||Primary Contributors and above|
1. Choose a Dataset or Start with a SQL Query
Starting with a dataset
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.
Starting with SQL
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.
In the top navigation, select SQL Lab and then select SQL Editor.
Choose the right data source on the left hand side and type in a SQL query in the text box.
Run the query to expose the Create Chart button.
2. Choose a Chart Type
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 Explore.
3. Configure the Chart
Within the Explore Page, drag entries from the Metrics and Columns panel on the left and drop them into the adjacent Configuration panel.
Congratulations on your first chart! To learn more about configuring charts using the Explore page, have a look at a more detailed walkthrough at Using Preset Explore. 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.