How to Save a Chart

Overview

After creating a chart, you can save it for future use. Saved charts automatically update when your underlying data refreshes, making them perfect for recurring reporting and live dashboards.

Step-by-Step Guide

Step 1: Create or Select Your Chart

First, create a chart or open an existing visualization that you want to save.

Step 2: Click Save

Click the Save button in the chart toolbar. You'll see the save dialog appear.

Step 3: Name Your Chart

Give your chart a descriptive name that makes it easy to find later. Good naming conventions include:

What it shows: "Monthly Revenue by Region"
Who it's for: "Sales Team Pipeline Overview"
When it's used: "Q4 2024 Performance Summary"

Step 4: Choose Save Location

Select where to save your chart:

Personal Library: Only you can see and use this chart
Workspace Library: All workspace members can access it
Specific Presentation: Save directly to a canvas/presentation

Step 5: Confirm Save

Click Save to finalize. Your chart is now saved and will appear in your chart library.

Using Saved Charts

Once saved, your charts can be:

Action	How
Reopen	Find in your chart library and click to view
Add to Canvas	Drag from library onto any presentation
Duplicate	Create a copy to modify for new analysis
Share	Send a link or export as image/PDF
Schedule	Set up automated email delivery

Auto-Refresh Behavior

Saved charts are live by default:

When your dataset refreshes (daily, hourly, etc.), the chart automatically shows the latest data
Filters and date ranges you set are preserved
No manual updates needed for recurring reports

Best Practices

Use descriptive names: Future you will thank you
Organize by project or team: Keep related charts together
Review periodically: Archive charts you no longer use
Version with dates: If tracking point-in-time snapshots, include the date in the name

What's Next?

Learn how to create a KPI for single-metric displays
Add your chart to a presentation for stakeholder reporting