Launch Atlas Charts
The following tutorial guides you through launching Charts on MongoDB Cloud. You can access Charts with any Organization Role or any Project Role that can read data from Atlas.
Prerequisites
Atlas Charts is accessible through MongoDB Atlas. You will need a MongoDB Atlas user account to complete this tutorial. To learn more about creating an Atlas user, see the Atlas Getting Started documentation.
You will also need an Atlas cluster to visualize data using Charts. The steps on this page guide you through creating an Atlas cluster.
Note
Each instance of the Atlas Charts application is tied to a single Atlas project. You can only visualize data from Atlas clusters within the same project.
Required Access
To read data from the clusters in your Atlas project, this tutorial requires that:
You can access the Atlas UI for the organization that contains your Atlas project.
If your organization's owners enable IP access list for the Atlas UI for an organization, this restricts access to the Atlas UI only to those users whose IP addresses are included in the organization's IP access list. If you don't have access to an organization, Atlas Charts displays a banner at the top of the page notifying you of the restriction. Contact your organization's owners so that they can include your IP address in the access list for the Atlas UI for this organization. This restriction doesn't apply to embedded charts applications and to the public dashboard.
Your Atlas user has any Project Role except the
Project Read Onlyrole.When you register an Atlas account, Atlas grants you the
Project Ownerrole on your initial project. To learn more, see Atlas Access in the Atlas documentation.
Procedure
Log into MongoDB Atlas.
To access the Atlas Charts application, you must be logged into Atlas.
Select your desired Atlas project, or create a new project.
If you have an Atlas project with clusters that contain data you want to visualize, select the project from the Context dropdown in the left navigation pane.
If you do not have a suitable existing Atlas project, see Create a Project in the Atlas documentation for instructions on creating a new project.
(Optional) Invite people to your Atlas project and shared Charts instance.
All Atlas project users
with Project Roles
other than Project Read Only
have access to the Charts instance associated with that
project. To add additional members to your Atlas
project, see Manage Project Users and Teams
in the Atlas documentation.
(Optional) Create an Atlas cluster.
The Atlas Charts application makes it easy to connect collections in your cluster as data sources. Data sources reference specific collections and charts views that you can access in the Chart Builder to visualize the data in those collections or charts views.
Note
You can skip this step if you already have an Atlas cluster in the current project.
To create an Atlas cluster:
In the left navigation menu, click Clusters.
Click Build a New Cluster.
In the Create New Cluster page, choose your preferred cloud provider and region, cluster tier, and additional settings. As you build your cluster, Atlas displays the associated cluster costs at the bottom of the page.
Note
Atlas provides a Free Tier
M0replica set as well as paidM10+clusters. Free Tier deployments have restrictions as compared to paidM10+deployments, but will work for the purposes of this setup and all Charts tutorials offered in this documentation. For complete documentation on these restrictions, see Atlas M0 (Free Tier), M2, and M5 Limitations.The default cluster name is Cluster0. If you want to change your cluster name, do so now, as cluster names cannot be changed once configured.
Click the Create Cluster button to deploy your cluster.
Your new cluster connects to Charts automatically.
Note
For complete instructions on creating an Atlas cluster and details on all available configuration options, see Create a Cluster in the Atlas documentation.
Go to Charts.
Warning
Navigation Improvements In Progress
We're currently rolling out a new and improved navigation experience. If the following steps don't match your view in the Charts UI, see the preview documentation.
If Atlas Charts is not already displayed, click the Charts tab in the Atlas UI.
Atlas launches an instance of Charts linked to your project.
View Charts.
Note
When you first launch Atlas Charts in a project, Charts
automatically creates a new
user named
Charts User with the Project Charts Admin role
in your Atlas project to access your cluster data.
If you have previously used Charts, you will either see your existing dashboards or be prompted to add a new dashboard.
If you are a new Charts user, Atlas Charts directs you to the Charts Getting Started tutorial.
The Charts Get Started with Atlas Charts provides two possible paths to begin using Charts:
Additionally, Atlas Charts automatically creates a new, empty
dashboard named <YOUR-NAME>'s Dashboard of which you
are the Owner. This dashboard is private by default,
but you can modify dashboard permissions as you would any other
dashboard.
To navigate back to the Atlas Clusters view, click Data Services at the top of the Atlas Charts application.
Moving Forward
Now that you have a data source, you are ready to begin visualizing your data. The next steps are to create a dashboard and build charts to populate your dashboard.
For complete walkthroughs of Atlas Charts and its features, including downloadable data sets to visualize, see the following Tutorials.
Delete Your Atlas Charts Instance
Important
Deleting a Atlas Charts instance deletes all data associated with that instance including dashboards, data sources, and metadata. Once the Atlas Charts instance is deleted, this data cannot be recovered.
If you are an Atlas Project Owner, you can deactivate
and delete a Atlas Charts instance linked to your Atlas project from
your Atlas
Project Settings.
If you delete your linked Atlas Charts instance, you can create a new Atlas Charts instance for your project at any time. The newly created instance does not retain any data from previously deleted instances.