Connect or Disconnect Data Sources and Deployments

On this page

Connect a Deployment to Charts

Connect a Data Source to Charts
Disconnect a Deployment from Charts
Disconnect a Data Source from MongoDB Charts

On the Data Sources page, an Atlas Project Owner can:

Connect a deployment or connect a data source to MongoDB Charts.
Disconnect a deployment or disconnect a data source from MongoDB Charts.

To learn more about data sources and deployments, see Data Sources.

Charts connects to all deployments and data sources by default.

Connect a Deployment to Charts

You can connect a deployment to Charts to access the data for the collections within the deployment in Charts.

To connect a deployment to Charts:

In the left navigation menu, click Data Sources.

The Data Sources page displays.

In the Deployment dropdown, select the deployment that contains your data source.

Deployments in MongoDB 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 Only role or higher.
All federated database instances in your project, including Online Archives.

After you select a deployment, the following information displays:

Field	Description
Deployment Name	Human-readable label that identifies the deployment in Atlas.
Deployment Connection Status	Label that indicates whether you connected the deployment to MongoDB Charts.
Type	Label that identifies the deployment as a replica set, serverless instance, or federated database instance.
Status	Label that indicates the current operating condition of the deployment.
Version	Label that indicates the MongoDB version on which the deployment runs. Charts doesn't display Version for federated database instances.
Region	Label that indicates the cloud provider and region where MongoDB provisions the deployment. Charts doesn't display Region for serverless instances.
Tier	Label that indicates the Atlas cluster tier for the deployment. Charts doesn't display Tier for federated database instances and serverless instances.

Check the connection status and connect the deployment.

If the deployment connection status is Connected, the deployment is already connected to Charts. The Data Access section displays all of the collections within the selected Atlas deployment.

If the deployment connection status is Disconnected:

Click the connect icon next to the deployment connection status.
Click Reconnect on the modal that appears.

The deployment connects and the Data Access section displays all of the databases for the selected Atlas deployment.

Connect a Data Source to Charts

Connect a data source to Charts to use its data in your charts.

When you connect a data source, Charts grants the default permissions to Charts users. To customize the permissions for a data source, see Modify Data Source Permissions.

To connect a data source to Charts:

Connect your deployment.

To learn more, see Connect a Deployment to Charts.

In the Data Access section, select the database that contains the data source.

Select the database that contains the data source you want to connect. The database's data sources display, including charts views.

Charts displays the following information about the data source:

Column	Description
Data Source	Human-readable label that identifies the data source and its chart views.
External Users	Label that indicates whether: You enabled external user access. The external user connection method is Authenticated or Unauthenticated.
Status	Label that indicates whether you connected the data source to MongoDB Charts.

Click Manage next to the data source's information.

The data source's details page displays the following information:

Field	Description
Data Source Name	Human-readable label that identifies the data source in Atlas.
Data Source Connection Status	Label that indicates whether you connected the data source to MongoDB Charts.

To learn more about the other information that displays on the data source's details page, see Manage Data Sources.

Check the connection status and connect the data source.

If the data source connection status is Connected, you already connected this data source to MongoDB Charts. The Data Access section displays.

If the data source connection status is Disconnected:

Click the connect icon next to the data source connection status.
Click Reconnect on the modal that displays.

The data source connects and the Data Access section displays.

To learn more about the other information that displays in the data source's Data Access section, see Manage Data Sources.

Disconnect a Deployment from Charts

Disconnect a deployment to disconnect all data sources within the deployment from Charts.

If you disconnect a deployment, you can reconnect it later to resume rendering charts that use the deployment's data sources.

To disconnect a deployment:

In the left navigation menu, click Data Sources.

The Data Sources page displays.

In the Deployment dropdown, select the deployment that contains your data source.

Deployments in MongoDB 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 Only role or higher.
All federated database instances in your project, including Online Archives.

After you select a deployment, the following information displays:

Field	Description
Deployment Name	Human-readable label that identifies the deployment in Atlas.
Deployment Connection Status	Label that indicates whether you connected the deployment to MongoDB Charts.
Type	Label that identifies the deployment as a replica set, serverless instance, or federated database instance.
Status	Label that indicates the current operating condition of the deployment.
Version	Label that indicates the MongoDB version on which the deployment runs. Charts doesn't display Version for federated database instances.
Region	Label that indicates the cloud provider and region where MongoDB provisions the deployment. Charts doesn't display Region for serverless instances.
Tier	Label that indicates the Atlas cluster tier for the deployment. Charts doesn't display Tier for federated database instances and serverless instances.

Check the connection status and disconnect the deployment.

If the deployment connection status is Disconnected, the deployment is already disconnected from Charts.

If the deployment connection status is Connected:

Click the disconnect icon next to the deployment connection status. The Disconnect Deployment modal appears.
Click Check for connected charts to learn whether any charts use the deployment's collections as a data source.
Click Disconnect.

The deployment disconnects from Charts.

Disconnect a Data Source from MongoDB Charts

Disconnect a data source from Charts to remove its data from your charts. If you disconnect a data source:

Any charts you built that use the data source no longer render and display an error.
Any charts that use $lookup to access data in the data source no longer render and display an error.
You can't use the data source to build new charts.

You can also disconnect a deployment.

If you disconnect a data source, you can reconnect it later to resume rendering charts that use its data.

Note

Charts automatically includes the Sample Data: Movies data source in all Charts tenants. The Sample Dashboard uses this data source to show the charts you can create. You can access the sample data source from all dashboards.

You can't:

Add, edit, or delete the data in the Sample Data: Movies data source.
Remove the sample data source.
Externally share or embed charts that use the sample data.

To disconnect a data source from Charts:

In the left navigation menu, click Data Sources.

The Data Sources page displays.

In the Deployment dropdown, select the deployment that contains your data source.

Deployments in MongoDB 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 Only role or higher.
All federated database instances in your project, including Online Archives.

After you select a deployment, the following information displays:

Field	Description
Deployment Name	Human-readable label that identifies the deployment in Atlas.
Deployment Connection Status	Label that indicates whether you connected the deployment to MongoDB Charts.
Type	Label that identifies the deployment as a replica set, serverless instance, or federated database instance.
Status	Label that indicates the current operating condition of the deployment.
Version	Label that indicates the MongoDB version on which the deployment runs. Charts doesn't display Version for federated database instances.
Region	Label that indicates the cloud provider and region where MongoDB provisions the deployment. Charts doesn't display Region for serverless instances.
Tier	Label that indicates the Atlas cluster tier for the deployment. Charts doesn't display Tier for federated database instances and serverless instances.

In the Data Access section, select the database that contains the data source.

Select the database that contains the data source you want to disconnect. The database's data sources display.

Click Manage next to the data source's information.

The data source's details page displays.

Check the connection status and disconnect the data source.

If the data source connection status is Disconnected, the data source is already disconnected from MongoDB Charts.

If the data source connection status is Connected:

Click the disconnect icon next to the data source connection status. The Disconnect Data Source modal appears.
Click Check for connected charts to learn whether any charts use the data source.
Click Disconnect.

The data source disconnects from Charts.

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