To complete the following exercises, first check that you have access to the following data source: SaaS Company Demo Data (a Postgres instance). If yes, you will find this icon under the Data Sources tab:

SaaS Company Demo Data.png

If this is not available, you will need to add the data source to your account. To do this, simply select "+Add a Data Source" under the Data Sources tab and select "SaaS Company Demo Data" under the Chartio Demo Data section at the bottom of the page.

Chartio Demo Data - SaaS.png


You just joined the data analyst team for Silicon Valley's most exciting new SaaS company and your new boss requested that you create a dashboard in Chartio to answer several key business questions.  Each question is accompanied by a detailed explanation and answer, but concepts will be best reinforced if you first attempt to answer by referencing the Bootcamp tutorials and the Chartio support documentation

The exercises are phrased as business questions, requiring users to explore the schema and are approximately ordered by ascending difficulty.

Getting Started

For each of the exercises below, think through the following questions:

  • Is the information I need to answer this question tracked, and if so, do I have access to it?

  • What data source, object (table), and field(s) holds the information I need?

  • What analysis technique should I employ?

  • What aggregation function(s), if any, need to be applied?

  • Do I need to perform any transformations to the data after initial extraction?

  • Once I obtain the answer to the question, what is the best visualization approach displaying the results?


1. How many people have signed up to use the platform? - EXPLANATION

2. What does the total count of user sign-ups look like over time, on a month-by-month basis? - EXPLANATION

3a. Wait! Your boss just decided she wants a "dynamic and interactive dashboard" - but what does this mean? She wants to be able to filter down different charts to only show certain values, and in this case, a particular company. Create a COMPANY dropdown filter and connect it to charts from Questions 1 and 2.  - EXPLANATION

3b. Using this new dropdown, determine from the dashboard how many people on the platform are employees of "Bagel Place"?  - EXPLANATION

3c. Wait again! COMPANY is not enough filtering - your boss wants you to be able to control the date range as well. Add a calendar filter to the dashboard that defaults to the last 6 months. Connect all subsequent charts to the date filter. - EXPLANATION

4. For the last six months, what is the total amount paid by each subscription, sorted highest to lowest? - EXPLANATION

5. Which 3 marketing campaigns average the highest cost? - EXPLANATION

6. What does marketing cost look like by month and description? Hint: a stacked bar chart is a great visualization technique for this analysis. - EXPLANATION

7. Is there any correlation between the company's marketing spend and the number of subscriptions signing up? - EXPLANATION

8. Regardless of signup or cancellation date, what percentage of subscriptions have cancelled? - EXPLANATION

Module Navigation

Data Storage Concepts

How to Extract Data

Analysis Techniques and Visualizations

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