Charts - Formo Docs

Custom dashboards — Create custom charts and dashboards with your data.

You can query, transform, and export your data:

Create custom charts and reports with SQL.
Use Ask AI to build charts and explore your data with natural language.
Query your data from Claude, Cursor, or other AI tools via MCP.
Connect external BI tools directly to Formo.

Features

Autocomplete

The query editor supports autocomplete for SQL including:

Table names
Table columns
ClickHouse SQL keywords and functions

Custom dashboard — Easily write and fix SQL code in the SQL editor to query your data.

Text to SQL

The query editor comes with tools to ask AI to write and fix SQL code for you.

Select your query in the SQL editor to get AI-assisted query generation and debugging.

Ask AI

Use Ask AI to build charts and explore your data with natural language.

Ask AI can:

Answer questions about your data
Generate SQL queries
Build custom charts and boards
Surface patterns in your data

Export CSV

Export the results of any query into a CSV file for use elsewhere in your data stack.

Dune Integration

Charts can query on-chain data from Dune.

SELECT date_trunc('day', block_time) AS day, count(*) AS txns
FROM dune.ethereum.transactions
WHERE block_time > now() - interval '7' day
GROUP BY 1
ORDER BY 1

Autocomplete switches to Dune (Trino) functions and tables while you’re writing a dune query. Dune charts require a Dune API key set in Project Settings → Integrations. See Dune integration for setup instructions.

Chart types

Here is the current list of supported chart types on Formo:

Funnel
Flow
Retention
Table
Number
Bar
Stacked Bar
Line
Area
Pie

How to build a custom dashboard

Create a custom dashboard with charts to track your key metrics. This guide walks you through creating charts using both SQL and the AI assistant.

Step 1: Create a board

Go to the Formo Dashboard
Select your project
Click Dashboards in the left navigation
Click Add board to create a new dashboard
Click Add Chart to add your first visualization

Step 2: Create a chart with Ask AI (Recommended)

The easiest way to create charts is using natural language:

Click Ask AI in the sidebar
Describe what you want to see:
- “Show me daily active users over the last 30 days”
- “What are my top 10 referrers by transaction count?”
- “Chart wallet connects by country this month”
AI generates the SQL query and chart
Click Add to Dashboard

Ask AI to generate charts from natural language.

Example prompts:

Prompt	What you get
”Daily unique wallets last 7 days”	Line chart of wallet connects
”Top pages by views”	Bar chart of page rankings
”Conversion funnel from visit to transaction”	Funnel visualization
”Week-over-week retention”	Retention cohort table

Step 3: Create a chart with SQL

For more control, write SQL directly:

Click Add Chart > Blank chart
Write your query using Formo’s schema
Click Run to preview results
Choose your visualization type
Click Save Chart

Example: Daily active wallets

SELECT
  toDate(timestamp) AS date,
  countDistinct(address) AS unique_wallets
FROM events
WHERE type = 'connect'
  AND timestamp >= now() - INTERVAL 30 DAY
GROUP BY date
ORDER BY date

SQL Editor — The SQL editor with autocomplete for table and column names.

Use autocomplete (Ctrl+Space) to see available tables and columns. See the Data Catalog for full documentation.

Step 4: Choose a visualization

After running your query, select the chart type that best represents your data:

Chart Type	Best for
Line	Trends over time
Area	Cumulative trends over time
Bar	Comparing categories
Stacked Bar	Comparing categories across segments
Pie	Showing proportions
Number	Single KPI metric
Table	Detailed data exploration
Funnel	Conversion analysis
Flow	User path exploration
Retention	Cohort retention

Step 5: Organize your board

Arrange charts into a dashboard layout:

Open your board from Dashboards in the sidebar
Open the board actions menu and select Edit layout
Use the up and down arrows on each chart to reorder it
Click Save layout when you’re done

Number charts are grouped automatically into their own row at the top of the board; other chart types follow in the order you set. Share insights with your team:

Export - Download individual charts as CSV
Share link - Generate a view-only dashboard link
BI tools - Connect Metabase, Tableau, or other tools via direct database access

Example: Weekly metrics dashboard

Here’s a starter dashboard with common metrics:

Chart	Query description	Type
WAU	Unique wallets last 7 days	Number
Daily trend	Visitors per day last 30 days	Line
Top referrers	Referrers ranked by visitors	Bar
Conversion rate	Visitors who transacted	Number
Country breakdown	Users by country	Pie

Use Ask AI to generate each chart, then arrange them on your dashboard.

​Features

​Autocomplete

​Text to SQL

​Ask AI

​Export CSV

​Dune Integration

​Chart types

​How to build a custom dashboard

​Step 1: Create a board

​Step 2: Create a chart with Ask AI (Recommended)

​Step 3: Create a chart with SQL

​Step 4: Choose a visualization

​Step 5: Organize your board

​Step 6: Share your dashboard

​Example: Weekly metrics dashboard

Features

Autocomplete

Text to SQL

Ask AI

Export CSV

Dune Integration

Chart types

How to build a custom dashboard

Step 1: Create a board

Step 2: Create a chart with Ask AI (Recommended)

Step 3: Create a chart with SQL

Step 4: Choose a visualization

Step 5: Organize your board

Step 6: Share your dashboard

Example: Weekly metrics dashboard