Manage Data Sources
On this page
On the Data Sources page, an Atlas
Project Owner can:
Connect a data source to Atlas Charts.
Disconnect a data source or database from Atlas Charts.
Modify data source settings.
Note
If you want to combine two or more data sources, you must create an Atlas Data Federation.
Connect a Data Source to Charts
Connect to a specific 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.
Charts connects to all deployments and data sources by default. To learn about data sources and deployments, see Data Sources. To learn how to connect or disconnect a deployment, see Manage Deployments.
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.
If the database is disconnected:
Click the Connect button next to the database.
In the Reconnect Database dialog box, click Reconnect.
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. |
Organization | Label that indicates whether you've enabled organization-wide sharing. |
External Users | Label that indicates whether:
|
Status | Label that indicates whether you connected the data source to Atlas 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 Atlas 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 Atlas 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 Data Source or Database from Atlas Charts
Disconnect a data source or database 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
$lookupto access data in the data source no longer render and display an error.You can't use the data source to build new charts.
If you disconnect a database, Charts disconnects all of the data sources in the database. You can reconnect a data source or database later to resume rendering charts that use its data.
You can also disconnect a deployment. To delete a charts view, see Create and Manage Charts Views.
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 or database from Charts:
Go to the Data Sources page.
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.
Click Data sources under the Deployments heading in the sidebar.
The Data Sources page displays.
In the Deployment dropdown, select the deployment that contains your data source.
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.
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 Atlas 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 data source.
If the data source connection status is Disconnected, the data source is already disconnected from Atlas 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.
Go to the Data Sources page.
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.
Click Data sources under the Deployments heading in the sidebar.
The Data Sources page displays.
In the Deployment dropdown, select the deployment that contains your data source.
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.
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 Atlas 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. |
Disconnect the database.
To disconnect the database and all of its data sources:
Click the Disconnect button for the selected database.
In the dialog box, click Check for connected charts. Charts displays the number of charts that use the data sources in the database.
Click Disconnect to confirm your selection.
Access Data Source Settings
To access the data source's settings page:
Go to the Data Sources page.
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.
Click Data sources under the Deployments heading in the sidebar.
The Data Sources page displays.
In the Deployment dropdown, select the deployment that contains your data source.
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.
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 Atlas 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 data source.
If the data source connection status is Connected, you already connected this data source to Atlas 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.
Modify Data Source Permissions
If you have the Project Owner role, you can control who can see charts that use the data source.
Enable Organization-Wide Sharing for a Data Source
Organization-wide sharing grants users in your organization, including users who are not members of your project, permission to view data in a deployment that is used for dashboards shared with your organization.
You can enable organization-wide sharing for an entire deployment or for a specific data source.
To enable organization-wide sharing for a specific data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Enable External Sharing for a Data Source
External sharing grants others the ability to either:
Embed charts to use the data source in external web pages.
View charts when given a link to that chart.
To share a chart externally via embed or link, you must enable external sharing both on the data source and the individual chart.
Charts disables external sharing by default for all data sources.
To enable external sharing for a data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Select your authentication settings.
Select either:
Allow authenticated external data access.
Any chart that uses this data source requires authentication through an SSO provider for external viewing. Authentication providers add an extra layer of security to your data.
To learn how to configure an embedding authentication provider, see Configure Embedding Authentication Providers.
Users can view charts that use this data source on dashboards when they are logged into Atlas Charts. They can't view the charts on dashboards shared via a public link.
Allow unauthenticated external data access.
Any chart that uses this data source does not require authentication for external viewing. Though less difficult to implement, allowing unauthenticated external data access is less secure. Use this option only for charts that display non-sensitive data.
Embedded charts can render using both unauthenticated and authenticated requests.
Any charts using this data source can be viewed on dashboards shared via a link.
After you enable external sharing for a data source, you can enable external sharing for individual charts that use that data source.
Note
If you turn off external sharing for a data source, all charts which use that data source stop rendering immediately.
Disable External Sharing for a Data Source
To disable external sharing for a data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Modify Role Permissions for Data Sources
If you have the Project Owner role, you can modify data source permissions for Non-Data roles. Data source permissions determine whether
a user can view charts created using data in this data source.
Note
Charts automatically assigns project roles to users based on their Atlas user role.
To modify permissions for Non-Data project roles:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Change the data source permissions for Non-Data roles.
You can select or clear the Can view charts with data in this data source option to allow Non-Data roles to view charts for the data source:
Hover over a project role to learn which Atlas user roles correspond to that project role.
Charts already authorizes data source permissions to view and create charts for Project Owner, and Data roles.
Modify Data Source Read Preference
To modify a data source's read preference, you must modify the read preference for its deployment. To learn more, see Manage Deployments.
Modify Data Source Pipeline
You can modify a chart view's pipeline by accessing the data source's settings page and clicking the Pipeline tab. To learn more, see Create and Manage Charts Views.
The Pipeline is dimmed for collections. To create a pipeline based on a collection, create a charts view.