Getting Started Tutorial
The Getting Started tutorial guides you through possible ways of beginning your use of MongoDB Charts. New Charts users or users who have not previously used dashboards in Charts are prompted to walk through the Getting Started tutorial. Refer to the following sections for information on the possible paths that the Getting Started tutorial offers:
Connect Your Data Sources
Use the Connect Your Data path to connect your existing Atlas deployments to MongoDB Charts and visualize your data.
Requirements & Limitations
You must have an existing Atlas deployment.
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 Onlyrole or higher.All federated database instances in your project, including Online Archives.
If you do not have an existing Atlas deployment, you can Explore Charts with Sample Data.
You must have read access in your project role to connect Charts to your data. To learn more about Atlas project roles, see Atlas Project Roles
Procedure
Once you have selected Connect Your Data:
Select a cluster.
Connect a deployment from your list of available deployments and click Next.
Select one or more collections to add as Data Sources.
A data source in MongoDB 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
MongoDB 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
Select the Explore with Sample Data option in the Getting Started tutorial.
MongoDB 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 already been granted access to data sources or dashboards prior to completing the Getting Started tutorial, you can bypass the tutorial and immediately 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.