---
title: "View and Manage Charts"
url: "https://psychometric-help.examroom.ai/en/article/view-and-manage-charts"
language: "en"
last_updated: "2025-09-16T07:14:47.529Z"
---

# View and Manage Charts

1.  Click **ExamIQ** from the side menu.
2.  Click **Charts** on the toolbar.   
      
    ![](https://cdn-assets.productfruits.com/a061f0df-ce27-41d3-b64e-fd51d2fcf133)  
3.  Search or filter the list by entering the Name, or by selecting the Type, Dataset, Owner, Dashboard, Favorite, Certified, or Modified By.
    1.  **Name**: Displays the chart's title or identifier.
    2.  **Type**: Specifies the chart's visualization type
    3.  **Dataset**: Indicates the dataset used to generate the chart.
    4.  **Owners**: Lists of the users who have ownership of the chart.
    5.  **Dashboard**: Shows the dashboard the chart is associated with.
    6.  **Favorite**: Marks the chart as a favorite for easy access.
    7.  **Certified**: Indicates whether the chart has been certified.
    8.  **Modified** **By**: Displays the user who last modified the chart.   
          
        ![](https://cdn-assets.productfruits.com/a8d2c3ea-0023-4450-b9bd-9d651a857e9c)  
4.  Click the exam hyperlink in the **Name** column to view the Chart section.   
      
    ![](https://cdn-assets.productfruits.com/7244d5e4-a03c-42e7-adc0-5c5171f6d14d)  
5.  To manage the chart, please refer to the following fields and icons:
    1.  ![](https://cdn-assets.productfruits.com/de3d8313-4882-4b81-9247-57a3ff6b2102) icon adds or removes charts from your favorites.
    2.  ![](https://cdn-assets.productfruits.com/41b3a9b8-4bd7-4958-a07e-fec3a87fca1e) to preview the list of dashboards in the chart settings dropdown.
    3.  ![](https://cdn-assets.productfruits.com/249f68bd-cfdb-4c0d-a646-8ea027b5d3ce) icon to view the ExamIQ Admin details.
    4.  ![](https://cdn-assets.productfruits.com/2a377ea0-6f72-4ba6-825b-021fe8c33b36) icon to view Last modified and Modified by details.   
          
        ![](https://cdn-assets.productfruits.com/a1cc58d1-75c4-4a9d-91d4-39441bf8c6c4)  
6.  Click the ![](https://cdn-assets.productfruits.com/cfb004a9-4ffa-4438-8899-cc76d9684005) icon under **Chart** **Source** to Edit dataset, Swap dataset, and View in SQL Lab.   
      
    ![](https://cdn-assets.productfruits.com/857c1d23-fcb3-4ae1-b559-867944403254)  

**Edit** **dataset**

1.  Click **Edit** **dataset** from the Chart Source page to edit the **Source**, **Metrics**, **Columns**, **Calculated** **Columns**, and **Settings**.   
      
    ![](https://cdn-assets.productfruits.com/dda84f42-ef8a-43d6-91b2-ef737b1008f6)   
    **Note**: *Changing these settings will affect all charts using this dataset, including charts owned by other users.*

**SOURCE**

1.  Click the **SOURCE** tab.
2.  Click the **padlock** icon to make changes.   
    **Note**: *Once you click the padlock icon, you can edit the remaining details; otherwise, it will be grayed out.*
3.  Click **Physical** for table view, or **Virtual** for SQL format.   
      
    ![](https://cdn-assets.productfruits.com/c740005b-f664-46e3-8a16-545cac0bc7f6)

**Physical**:

1.  Select the **Database**, **Schema**, and **Table** from the dropdown list.   
    **Note**: *Once you select a database, the corresponding schema will be displayed. You can then view the tables listed within that schema.*   
      
    *![](https://cdn-assets.productfruits.com/abb4a0ac-130c-4d1d-a728-842804c5c971)*  
2.  Click **Save** to save the dataset. Otherwise, click **Cancel** to exit without saving.

**Virtual**:

1.  Select the **Database**, **Schema**, and **Name** from the dropdown menu.   
    **Note**: *Once you select a database, the corresponding schema will be displayed. You can then view the tables listed within that schema.*
2.  View the SQL based on the data source.   
    **Note**: *When specifying SQL, the data source acts as a view. The ExamIQ will use this statement as a subquery while grouping and filtering on the generated parent queries.*   
      
    *![](https://cdn-assets.productfruits.com/221bc09b-fbc8-40c7-94aa-94ab255712c9)*  
3.  Click **Save** to save the dataset. Otherwise, click **Cancel** to exit without saving.

**METRICS**

1.  Click the **METRICS** tab to add Metric item.
2.  Click **Add** **Item** to add Metric item.
3.  Enter the **Metric** **Key**, **Label**, and **SQL** **expression**.
4.  Click the **Delete** icon to delete the added metrics.
5.  Click **Save** to save the added metrics. Otherwise, click **Cancel** to exit without saving.   
      
    ![](https://cdn-assets.productfruits.com/e647705d-15d6-4592-afaa-63efe6739513)

**COLUMNS**

1.  Click the **Columns** tab to view the columns list.
2.  Click **Sync** **Columns** **From** **Source** to synchronize all the columns from the data source.
3.  Search or filter the list with the following columns:
    1.  **Column**: A single field or attribute in a database table.
    2.  **Data** **type**: Defines the type of data (e.g., integer, string) a column can hold.
    3.  **Is** **temporal**: Indicates if the data relates to time or changes over time.
    4.  **Default** **datetime**: The default timestamp value assigned to a column if no other value is provided.
    5.  **Is** **filterable**: Specifies whether the column can be used for filtering data in queries.
    6.  **Is** **dimension**: Identifies if the column is an attribute used for categorizing or grouping data.
4.  Click **Delete** to delete the added column.
5.  Click **Save** to save the columns. Otherwise, click **Cancel** to exit without saving.   
      
    ![](https://cdn-assets.productfruits.com/fed23f5d-fb8d-406f-864e-baea45e2a075)

**CALCULATED** **COLUMNS**

1.  Click the **Calculated** **Columns** tab to view the calculated columns.
2.  Click **Add** Item to add new column items.
3.  Enter the Column **Name**, **SQL** **Expression**, **Label**, and **Description**.
4.  Select the **Data** **Type** from the dropdown list.
5.  Enter the **Datetime** **Format**, **Certified** **By**, and **Certification** **Details**.
6.  Click **+ADD** **ITEM** to add more item columns.
7.  Click **Save** to save the item column. Otherwise, click **Cancel** to exit without saving.   
      
    ![](https://cdn-assets.productfruits.com/98d60b9f-80b1-4a38-b41a-ae3948f9d1f3) ![](https://cdn-assets.productfruits.com/3b1998a1-a5e3-4a7d-84d9-10e832afab13)

**Settings**

1.  Click the **Setting** tab on edit dataset and select **Basic** or **Advanced**.   
      
    ![](https://cdn-assets.productfruits.com/4c82d68e-7627-4bf3-97ca-a31dd12cf185)

**Basic**:

1.  Enter the **Description** and **Default** **URL** to redirect to the dataset list page.
2.  Click the **Autocomplete** **Filters** checkbox to populate autocomplete filter options.
3.  Complete or enter the **Autocomplete** **Query** **Predicate**.   
    **Note**: *When using "Autocomplete filters", this can be used to improve performance of the query fetching the values. Use this option to apply a predicate (WHERE clause) to the query selecting the distinct values from the table. Typically, the intent would be to limit the scan by applying a relative time filter on a partitioned or indexed time-related field.*   
      
    *![](https://cdn-assets.productfruits.com/5b77529f-f117-49e5-8cde-77afd46760f6)*  
4.  Enter **Extra** data to specify table metadata. Supported metadata format: \`{“certification": { "certified by": "Data Platform Team", "details": "This table is the source of truth." }, "warning markdown": "This is a warning." }\`.
5.  Select the **OWNERS** from the dropdown list.   
      
    ![](https://cdn-assets.productfruits.com/a02df460-6973-4c65-80b5-eeb79c25618a)

**Advanced**:

1.  Enter **Cache** **Timeout**, which is the duration of time in seconds before the cache is invalidated. Set to -1 to bypass the cache.
2.  Enter **Hours** **Offset**, which is the number of hours, negative or positive, to shift the time column. This can be used to move UTC time to local time.
3.  Enter **Template** **Parameters** to set parameters that become available in the query using Jinja templating syntax.
4.  Click the **Normalize** **Column** **Names** checkbox to allow column names to be changed to case insensitive format.
5.  Click the **Always** **Filter** **Main** **Datetime** Column checkbox to apply the same filter to the main datetime column.
6.  Click **Save** to save the dataset settings. Otherwise, click **Cancel** to exit without saving.   
      
    ![](https://cdn-assets.productfruits.com/c1d87710-505c-4805-a583-5c9b4e2d0a5b)

### Swap Dataset

1.  Click **Swap** **dataset** from the Charts page to swap the dataset events.   
      
    ![](https://cdn-assets.productfruits.com/fbce2c79-c1b8-44b0-acc2-b363e3c00331)  
2.  Under the **Name** column, click the hyperlink to swap the dataset.   
      
    ![](https://cdn-assets.productfruits.com/a325cd4a-b14f-47d3-a35f-efb1c42eae50)  
3.  Click **PROCEED** to swap the dataset. Otherwise, click **Cancel** to exit without saving.   
      
    ![](https://cdn-assets.productfruits.com/274ca4f2-91d4-4b22-bab1-90bc84ca2442)

### View in SQL Lab

To view the dataset in SQL Lab. For more information, refer to [Section 3.1 SQL Lab](https://psychometric-help.examroom.ai/en/article/Hyperlinks).

### Manage Chart

1.  Click the **Chart** tab.
2.  In the **Name** column click the hyperlink to view the Chart section.   
      
    ![](https://cdn-assets.productfruits.com/1b1ede6f-dca7-44ae-8fa8-b456cb633e60)   
    ![](https://cdn-assets.productfruits.com/0ea0615b-e4a3-403a-84bc-459cf6cc8096)  
3.  View the **Metrics** and **Columns** of the Chart Source.   
      
    ![](https://cdn-assets.productfruits.com/afa7c105-c074-4744-8715-af813398c4c3)

**Add** **Data** **to** **update** **chart**:

1.  Click **View** **all** **charts** to view all the charts.   
      
    ![](https://cdn-assets.productfruits.com/9c3fdf3f-84b9-42aa-9911-d02d1d506c04)  
2.  Use the filter on the left to refine the chart based on the requirements.
3.  Select the Chart from the list and click **Select**.   
      
    ![](https://cdn-assets.productfruits.com/8e4e041a-5da5-4ea1-ba7e-4f5acf55e1c8)  
4.  Select the **Metric** and click or drag and drop the **Filters** in the Query section.
5.  Configure the **Display** **Settings**.
6.  Click **Update** **Chart**.   
      
    ![](https://cdn-assets.productfruits.com/82e70e85-75a1-4ad3-bb5f-046ae965933b)  
7.  Click the **Customize** tab to customize the chart.
8.  Select the chart options based on the selected chart.
9.  Click **Update** **Chart** to update the customization.   
      
    ![](https://cdn-assets.productfruits.com/ad1cd874-aa62-494c-aaee-ea0ab24a55c2)  
10.  Review the updated chart based on the request and changes.
11.  Click **Save** to view the Save chart popup.   
       
     ![](https://cdn-assets.productfruits.com/dacd80ac-3954-46b1-9cf7-2eaea826ba7e)  
12.  Click the **Save** **(Overwrite)** or **Save** **as** options to save the chart.   
     **Note**: *If Save (Overwrite) is selected, the existing chart will be replaced. If Save as is selected, a new chart will be created.*
13.  Enter the **Chart** **Name** and select the **Dashboard** from the list.
14.  Click **SAVE** to save the chart to the provided dashboard.
15.  Click **Save** **&** **Go** **To** **Dashboard** to save your chart and then navigate to the Dashboard to add or view the chart in your dashboard. Otherwise, click **Cancel** to exit without saving.   
       
     ![](https://cdn-assets.productfruits.com/a52b87a8-b960-4fa9-af99-6cda4b17677e)