Chart Options

👤 This documentation is intended for SQL Users.

Several options can be accessed from the dashboard level by clicking on the burger menu in the upper right-hand corner of the chart.

<LI><a href="#EditPivot">Edit Pivot</a></LI>
<LI><a href="#Search">Search</a></LI>
<LI><a href="#DownloadCSV">Download CSV</a></LI>
<LI><a href="#DownloadImage">Download Image</a></LI>
<LI><a href="#ShareLink">Share Link</a></LI>
<LI><a href="#EditCopy">Edit as a copy</a></LI>
<LI><a href="#ZoomChart">Zooming In On A Chart</a></LI>

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Edit Pivot

Available only for charts in the table format, "Edit Pivot" allows all users to access a table's pivot functionality. Like with filters, changes made to the pivot through this option will only be viewable by the user.

For more information, check out the documentation on how to set up and create settings for pivot tables.

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Users can search for values in Tables and Cohort Grids by clicking on the magnifying glass icon and typing in values into the search bar that appears at the top of the chart.

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Download CSV

The underlying dataset of any chart can be downloaded as a CSV file by selecting "Download CSV."

If a user has the appropriate permission level, the "Download CSV" option can be enabled/disabled in the chart format tab of the chart editor under "Advanced". Details on managing permissions for this option can be found under site preferences.

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Download Image

Graph-like charts can be downloaded as a PNG file through the "Download Image" option.

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Share Link

Graphs and tables can be easily shared with other users by creating a shared link. Clicking on "Share Link" will open up a new tab displaying the single chart without its underlying dashboard. Unlike externally-shared dashboards, only users with Periscope logins can access this view.

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Edit as Copy

To edit a chart as a copy, users can select "Edit as Copy" from the burger dropdown. The chart title will automatically display as "Copy of [Original Title]." Unless the chart is explicitly moved to another dashboard through the "Move to" option in the "Save" dropdown, the copy will be saved to the bottom of the original chart's dashboard.

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Zooming In On A Chart

To zoom on a chart, click on the graph and choose the beginning of the range to zoom in on, dragging and releasing the cursor at the end of the range.

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