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

If this is not available, you will need to add the data source. To do this, simply select "Add a Data Source" and select "Chartio Example Data Source"


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 interval 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

Test your new skills!