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This documentation refers to the MongoDB Charts service in MongoDB Atlas. Read the on-premises documentation to learn how to use the MongoDB Charts on site.

Data Sources

Data sources in MongoDB Charts reference a collection or view in your MongoDB deployment. The fields in that collection or view can be used to construct a chart. When building a chart, you will need to specify the data source that the chart uses.

To view, add, or remove data sources, click Data Sources on the top navigation bar.

Data Sources View

The Data Sources list displays existing data sources for which the currently logged-in user has Author or Owner permissions. The data sources are displayed in a tabular format with the following columns:

Diagram of the "Data Sources" list
Column Description
Name Name of the data source. By default, this is the data source’s corresponding database and collection name. To learn how to rename a data source, see Rename a Data Source.
Collection & Deployment

Contains two pieces of information for the data source:

  • Database and collection from which Charts retrieves data for this data source.
  • Name of the Atlas deployment which contains the collection.
Applied Aggregations

Aggregation stages applied to this data source. Data source Owners can define an aggregation pipeline to pre-process data before it reaches the chart builder.

For more information on defining aggregation pipelines for a data source, see Data Source Pipelines.

Created When the data source was created.
Permissions

The icon next to the Access button denotes the permissions you have on the data source. For details on the various data source permissions, see Data Source Permissions.

To modify the permissions for a data source, see the Modify a Data Source section.

Note

You can sort data sources by any of the columns by clicking on the column header.

Filter Data Sources

To search for specific data sources, use the search bar at the upper right corner of the Data Sources list. You can search by Deployment, Database, Collection, or Alias.

Additionally, you can use the dropdown to the left of the search bar to show either all data sources on your MongoDB Charts deployment, or only data sources for which you have the Owner permission. For more information on data source permissions, see Data Source Permissions.

Add a Data Source

  1. From the Data Sources list, click the New Data Source button.

  2. Select one of the Atlas clusters.

    Atlas displays all clusters in the current project for which the current user has the Project Data Access Read Only role or higher.

  3. Click Connect.

  4. Select the collections from which you wish to create data sources. Charts creates a separate data source for each selected collection.

  5. Click Set Permissions.

  6. Set the permissions for the data source.

    You can assign the Viewer permission to every user in the project. To assign a user a specific permission level, search for the user by name or email address using the search bar.

    Note

    If you selected multiple collections for your data source in step 4, the data source permissions you select are applied to all of the selected collections when you publish your data source. If you wish to apply different permissions to individual collections that you have selected, you will need to edit those data sources after publishing.

  7. Click Publish Data Source.

You will see your newly added data source listed in the Data Sources list. To learn how to manage existing data sources, see Manage Existing Data Sources.

Read Preference

Each data source has a read preference which determines the replica set member that the data source reads data from. By default, a newly added data source has a read preference of Secondary, meaning that it reads from a secondary node within the Atlas cluster. If another data source also reads from the same Atlas cluster as the newly created data source, the newly created data source has the same read preference as the existing data source.

You can change the read preference of a data source in the Data Sources list.