Launch MongoDB Charts¶
The following tutorial guides you through launching the Charts SaaS application. Alternatively, you can install and run Charts locally by following the guide on this page.
MongoDB Charts is accessible through MongoDB Atlas. You will need a MongoDB Atlas user account to complete this procedure. 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.
Each instance of the MongoDB Charts application is tied to a single Atlas project, and can only visualize data from Atlas clusters within the same project.
To access MongoDB Charts, your Atlas user
must have appropriate permissions to read data from the clusters
in your Atlas project. This means that your Atlas user
can have any
Project Read Only, which does not grant the appropriate
When you first register an Atlas account, you are granted
Project Owner role on your initial project. For information
on configuring additional users and roles, see
Atlas Access in the
Select your desired Atlas project, or create a new project.¶
If you have an Atlas project with clusters containing data you wish 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
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 MongoDB Charts application makes it easy to add collections in your cluster as data sources. Data sources reference specific collections which you can access in the Chart Builder to visualize the data in those collections.
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 pane, 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 paid
M10+clusters. Free Tier deployments have restrictions as compared to paid
M10+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 wish 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.
For complete instructions on creating an Atlas cluster and details on all available configuration options, see Create a Cluster in the Atlas documentation.
Launch the MongoDB Charts application.¶
In Atlas, click Charts in the navigation bar.
When you first launch MongoDB Charts in a project, Charts
automatically creates new
MongoDB users in your
Atlas project to access your cluster data.
The names of these users are in the format:
If you have previously used Charts, you will either see your existing dashboards or be prompted to add a new dashboard.
To navigate back to the Atlas Clusters view, click Atlas at the top of the MongoDB Charts application.
For complete walkthroughs of MongoDB Charts and its features, including downloadable data sets to visualize, see the following Tutorials.
Delete Your MongoDB Charts Instance¶
Deleting a MongoDB Charts instance deletes all data associated with that instance including dashboards, data sources, and metadata. Once the MongoDB Charts instance is deleted, this data cannot be recovered.
If you delete your linked MongoDB Charts instance, you can create a new MongoDB Charts instance for your project at any time. The newly created instance does not retain any data from previously deleted instances.