Get Started with Atlas Charts
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This tutorial guides you through possible ways of getting started with Atlas Charts. If you're new to Charts, or haven't used dashboards, this tutorial walks you through the process. Using this tutorial, you can:
Connect Your Data Sources
To connect your existing Atlas deployments to Atlas Charts and visualize your data, use the Connect Your Data path.
Requirements & Limitations
You must have an existing Atlas deployment.
Deployments in Atlas Charts reference Atlas deployments that contain valid Charts data sources, including:
All clusters and serverless instances in your Atlas project for which you have the
Project Data Access Read Onlyrole or higher.All federated database instances in your project, including Online Archives.
If you don't have an existing Atlas deployment, you can explore charts with sample data.
To connect Charts to your data, you must have:
Access to the Atlas UI for the organization that contains your project. To learn more, see Require IP Access List for the Atlas UI.
Read access in your project role. To learn more, see Atlas Project Roles.
Procedure
Once you select Connect Your Data:
Select one or more collections to add as Data Sources.
A data source in Atlas Charts references one of the following:
A collection or database view in your MongoDB deployment.
A charts view that you create using a collection.
You can use the fields in the data source to construct a chart. When you build a chart, you must specify the data source that the chart uses.
Charts directs you to the Data Sources page.
From there, you can add pipelines and adjust access permissions for your data sources.
You are free to explore Dashboards and create charts.
Explore with Sample Data
Atlas Charts provides a Sample Dashboard that uses movie data to show examples of possible charts you can create. You can also use the sample data source to create your own charts on other dashboards.
Procedure
Atlas Charts redirects you to the Dashboards page where you will find the Sample Dashboard.
Click the Sample Dashboard to see the example charts
created from the sample movie data. You have Owner
permissions on your sample dashboard,
meaning you can add, edit, and delete the charts it contains.
Note
If you remove the Sample Dashboard, you can add it back through the Dashboards page.
Skip to Shared Data Sources or Dashboards
If you have access to data sources or dashboards before completing this Getting Started tutorial, you can bypass the tutorial and begin viewing your shared data sources and dashboards.
To exit the Getting Started tutorial and begin exploring your shared data sources and dashboards, click Skip selection and view at the bottom of the tutorial view.