Systems and methods for creating and using a workflow template for analyzing data entities stored in the one or more databases. After a desired workflow is identified, one or more series, data source, and/or entity restrictions based upon the workflow may be received. In addition, one or more chart configuration settings based upon the workflow may also be received. The restrictions and configuration settings may be saved as the workflow template. The workflow may then be performed by loading the saved workflow template, in order to automatically generate charts in accordance with the configuration settings of the template, based upon a received selection of series, data sources, and entities that adheres to the restrictions defined in the template.