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Set up Charts

Before we make any charts, we have to set up the data source to use for Charts.

  1. In the web UI at cloud.mongodb.com, select “Charts” at the top: Select Charts to set up the data source



  2. If you see this screen, select the green button to activate Charts. How to activate Charts

  3. Select “Data Sources” to add your Atlas database as a source for Charts data: Add Data Source for the Charts

  4. Select the green “Add Data Source” button.

  5. Choose the Atlas cluster to connect to and select “Next”: Choose cluster and continue

  6. Select the checkbox next to your database to select all the collections in the database and then select “Finish”: Select collections and proceed to Finish

  7. It has worked when you see data sources added to this screen: Data Sources successfully added to the Homescreen

  8. For the BoardingReports data source, select the ellipses and then “External Sharing Options”: How to select "External Sharing Options"

  9. Set the toggle to “On” to enable external sharing, make sure “Authenticated Embedding Only” is selected, and select the green “Save” button: Enable external sharing and Save with "Authentical Enbedding Only" mode

  10. Before we make any charts, we need to create a dashboard to hold the charts. Select “Dashboards”: Create a Dashborad to hold charts

  11. Select the green “Add Dashboard” button

  12. Add in a title and description and select “Create”: Give title and description to create a Dashboard

  13. You should now see an empty dashboard, like this: Empty Dashboard

In the next guide we will be making the simplest chart: the list of boardings.



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