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theme-doc-toc-mobile tocMobile_TmEX"><button type="button" class="clean-btn tocCollapsibleButton_Fzxq">On this page</button></div><div class="theme-doc-markdown markdown"><h2 class="anchor anchorWithStickyNavbar_mojV" id="creating-your-first-dashboard">Creating Your First Dashboard<a class="hash-link" href="#creating-your-first-dashboard" title="Direct link to heading"></a></h2><p>This section is focused on documentation for end-users who will be using Superset |
| for the data analysis and exploration workflow |
| (data analysts, business analysts, data |
| scientists, etc). In addition to this site, <a href="http://preset.io/" target="_blank" rel="noopener noreferrer">Preset.io</a> maintains an updated set of end-user |
| documentation at <a href="https://docs.preset.io/" target="_blank" rel="noopener noreferrer">docs.preset.io</a>.</p><p>This tutorial targets someone who wants to create charts and dashboards in Superset. We’ll show you |
| how to connect Superset to a new database and configure a table in that database for analysis. |
| You’ll also explore the data you’ve exposed and add a visualization to a dashboard so that you get a |
| feel for the end-to-end user experience.</p><h3 class="anchor anchorWithStickyNavbar_mojV" id="connecting-to-a-new-database">Connecting to a new database<a class="hash-link" href="#connecting-to-a-new-database" title="Direct link to heading"></a></h3><p>Superset itself doesn't have a storage layer to store your data but instead pairs with |
| your existing SQL-speaking database or data store.</p><p>First things first, we need to add the connection credentials to your database to be able |
| to query and visualize data from it. If you're using Superset locally via |
| <a href="/docs/installation/installing-superset-using-docker-compose">Docker compose</a>, you can |
| skip this step because a Postgres database, named <strong>examples</strong>, is included and |
| pre-configured in Superset for you.</p><p>Under the <strong>Data</strong> menu, select the <em>Databases</em> option:</p><img src="/img/tutorial/tutorial_01_sources_database.png"> <!-- --> <br><br><p>Next, click the green <strong>+ Database</strong> button in the top right corner:</p><img src="/img/tutorial/tutorial_02_add_database.png"> <!-- --> <br><br><p>You can configure a number of advanced options in this window, but for this walkthrough you only |
| need to specify two things (the database name and SQLAlchemy URI):</p><img src="/img/tutorial/tutorial_03_database_name.png"><p>As noted in the text below |
| the URI, you should refer to the SQLAlchemy documentation on |
| <a href="https://docs.sqlalchemy.org/en/12/core/engines.html#database-urls" target="_blank" rel="noopener noreferrer">creating new connection URIs</a> |
| for your target database.</p><p>Click the <strong>Test Connection</strong> button to confirm things work end to end. If the connection looks good, save the configuration |
| by clicking the <strong>Add</strong> button in the bottom right corner of the modal window:</p><img src="/img/tutorial/tutorial_04_add_button.png"><p>Congratulations, you've just added a new data source in Superset!</p><h3 class="anchor anchorWithStickyNavbar_mojV" id="registering-a-new-table">Registering a new table<a class="hash-link" href="#registering-a-new-table" title="Direct link to heading"></a></h3><p>Now that you’ve configured a data source, you can select specific tables (called <strong>Datasets</strong> in Superset) |
| that you want exposed in Superset for querying.</p><p>Navigate to <strong>Data ‣ Datasets</strong> and select the <strong>+ Dataset</strong> button in the top right corner.</p><img src="/img/tutorial/tutorial_08_sources_tables.png"><p>A modal window should pop up in front of you. Select your <strong>Database</strong>, |
| <strong>Schema</strong>, and <strong>Table</strong> using the drop downs that appear. In the following example, |
| we register the <strong>cleaned_sales_data</strong> table from the <strong>examples</strong> database.</p><img src="/img/tutorial/tutorial_09_add_new_table.png"><p>To finish, click the <strong>Add</strong> button in the bottom right corner. You should now see your dataset in the list of datasets.</p><h3 class="anchor anchorWithStickyNavbar_mojV" id="customizing-column-properties">Customizing column properties<a class="hash-link" href="#customizing-column-properties" title="Direct link to heading"></a></h3><p>Now that you've registered your dataset, you can configure column properties |
| for how the column should be treated in the Explore workflow:</p><ul><li>Is the column temporal? (should it be used for slicing & dicing in time series charts?)</li><li>Should the column be filterable?</li><li>Is the column dimensional?</li><li>If it's a datetime column, how should Superset parse |
| the datetime format? (using the <a href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank" rel="noopener noreferrer">ISO-8601 string pattern</a>)</li></ul><img src="/img/tutorial/tutorial_column_properties.png"><h3 class="anchor anchorWithStickyNavbar_mojV" id="superset-semantic-layer">Superset semantic layer<a class="hash-link" href="#superset-semantic-layer" title="Direct link to heading"></a></h3><p>Superset has a thin semantic layer that adds many quality of life improvements for analysts. |
| The Superset semantic layer can store 2 types of computed data:</p><ol><li>Virtual metrics: you can write SQL queries that aggregate values |
| from multiple column (e.g. <code>SUM(recovered) / SUM(confirmed)</code>) and make them |
| available as columns for (e.g. <code>recovery_rate</code>) visualization in Explore. |
| Aggregate functions are allowed and encouraged for metrics.</li></ol><img src="/img/tutorial/tutorial_sql_metric.png"><p>You can also certify metrics if you'd like for your team in this view.</p><ol start="2"><li>Virtual calculated columns: you can write SQL queries that |
| customize the appearance and behavior |
| of a specific column (e.g. <code>CAST(recovery_rate) as float</code>). |
| Aggregate functions aren't allowed in calculated columns.</li></ol><img src="/img/tutorial/tutorial_calculated_column.png"><h3 class="anchor anchorWithStickyNavbar_mojV" id="creating-charts-in-explore-view">Creating charts in Explore view<a class="hash-link" href="#creating-charts-in-explore-view" title="Direct link to heading"></a></h3><p>Superset has 2 main interfaces for exploring data:</p><ul><li><strong>Explore</strong>: no-code viz builder. Select your dataset, select the chart, |
| customize the appearance, and publish.</li><li><strong>SQL Lab</strong>: SQL IDE for cleaning, joining, and preparing data for Explore workflow</li></ul><p>We'll focus on the Explore view for creating charts right now. |
| To start the Explore workflow from the <strong>Datasets</strong> tab, start by clicking the name |
| of the dataset that will be powering your chart.</p><img src="/img/tutorial/tutorial_launch_explore.png"><br><br><p>You're now presented with a powerful workflow for exploring data and iterating on charts.</p><ul><li>The <strong>Dataset</strong> view on the left-hand side has a list of columns and metrics, |
| scoped to the current dataset you selected.</li><li>The <strong>Data</strong> preview below the chart area also gives you helpful data context.</li><li>Using the <strong>Data</strong> tab and <strong>Customize</strong> tabs, you can change the visualization type, |
| select the temporal column, select the metric to group by, and customize |
| the aesthetics of the chart.</li></ul><p>As you customize your chart using drop-down menus, make sure to click the <strong>Run</strong> button |
| to get visual feedback.</p><img src="/img/tutorial/tutorial_explore_run.jpg"><p>In the following screenshot, we craft a grouped Time-series Bar Chart to visualize |
| our quarterly sales data by product line just be clicking options in drop-down menus.</p><img src="/img/tutorial/tutorial_explore_settings.jpg"><h3 class="anchor anchorWithStickyNavbar_mojV" id="creating-a-slice-and-dashboard">Creating a slice and dashboard<a class="hash-link" href="#creating-a-slice-and-dashboard" title="Direct link to heading"></a></h3><p>To save your chart, first click the <strong>Save</strong> button. You can either:</p><ul><li>Save your chart and add it to an existing dashboard</li><li>Save your chart and add it to a new dashboard</li></ul><p>In the following screenshot, we save the chart to a new "Superset Duper Sales Dashboard":</p><img src="/img/tutorial/tutorial_save_slice.png"><p>To publish, click <strong>Save and goto Dashboard</strong>.</p><p>Behind the scenes, Superset will create a slice and store all the information needed |
| to create your chart in its thin data layer |
| (the query, chart type, options selected, name, etc).</p><img src="/img/tutorial/tutorial_first_dashboard.png"><p> To resize the chart, start by clicking the pencil button in the top right corner.</p><img src="/img/tutorial/tutorial_pencil_edit.png"><p>Then, click and drag the bottom right corner of the chart until the chart layout snaps |
| into a position you like onto the underlying grid.</p><img src="/img/tutorial/tutorial_chart_resize.png"><p> Click <strong>Save</strong> to persist the changes.</p><p>Congrats! You’ve successfully linked, analyzed, and visualized data in Superset. There are a wealth |
| of other table configuration and visualization options, so please start exploring and creating |
| slices and dashboards of your own</p><p>ֿ</p><h3 class="anchor anchorWithStickyNavbar_mojV" id="manage-access-to-dashboards">Manage access to Dashboards<a class="hash-link" href="#manage-access-to-dashboards" title="Direct link to heading"></a></h3><p>Access to dashboards is managed via owners (users that have edit permissions to the dashboard)</p><p>Non-owner users access can be managed two different ways:</p><ol><li>Dataset permissions - if you add to the relevant role permissions to datasets it automatically grants implicit access to all dashboards that uses those permitted datasets</li><li>Dashboard roles - if you enable <strong>DASHBOARD_RBAC</strong> feature flag then you be able to manage which roles can access the dashboard</li></ol><ul><li>Having dashboard access implicitly grants read access to the associated datasets, therefore |
| all charts will load their data even if feature flag is turned on and no roles assigned |
| to roles the access will fallback to <strong>Dataset permissions</strong></li></ul><img src="/img/tutorial/tutorial_dashboard_access.png"><h3 class="anchor anchorWithStickyNavbar_mojV" id="customizing-dashboard">Customizing dashboard<a class="hash-link" href="#customizing-dashboard" title="Direct link to heading"></a></h3><p>The following URL parameters can be used to modify how the dashboard is rendered:</p><ul><li><code>standalone</code>:<ul><li><code>0</code> (default): dashboard is displayed normally</li><li><code>1</code>: Top Navigation is hidden</li><li><code>2</code>: Top Navigation + title is hidden</li><li><code>3</code>: Top Navigation + title + top level tabs are hidden</li></ul></li><li><code>show_filters</code>:<ul><li><code>0</code>: render dashboard without Filter Bar</li><li><code>1</code> (default): render dashboard with Filter Bar if native filters are enabled</li></ul></li><li><code>expand_filters</code>:<ul><li>(default): render dashboard with Filter Bar expanded if there are native filters</li><li><code>0</code>: render dashboard with Filter Bar collapsed</li><li><code>1</code>: render dashboard with Filter Bar expanded</li></ul></li></ul><p>For example, when running the local development build, the following will disable the |
| Top Nav and remove the Filter Bar: |
| <code>http://localhost:8088/superset/dashboard/my-dashboard/?standalone=1&show_filters=0</code></p></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><div class="col"><a href="https://github.com/apache/superset/tree/master/docs/docs/creating-charts-dashboards/creating-your-first-dashboard.mdx" target="_blank" rel="noreferrer noopener" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_dcUD" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_foO9"></div></div></footer></article><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages navigation"><div class="pagination-nav__item"><a class="pagination-nav__link" href="/docs/databases/extra-settings"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Extra Database Settings</div></a></div><div class="pagination-nav__item pagination-nav__item--next"><a class="pagination-nav__link" href="/docs/creating-charts-dashboards/exploring-data"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Exploring Data in Superset</div></a></div></nav></div></div><div class="col col--3"><div class="tableOfContents_cNA8 thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#creating-your-first-dashboard" class="table-of-contents__link toc-highlight">Creating Your First Dashboard</a><ul><li><a href="#connecting-to-a-new-database" class="table-of-contents__link toc-highlight">Connecting to a new database</a></li><li><a href="#registering-a-new-table" class="table-of-contents__link toc-highlight">Registering a new table</a></li><li><a href="#customizing-column-properties" class="table-of-contents__link toc-highlight">Customizing column properties</a></li><li><a href="#superset-semantic-layer" class="table-of-contents__link toc-highlight">Superset semantic layer</a></li><li><a href="#creating-charts-in-explore-view" class="table-of-contents__link toc-highlight">Creating charts in Explore view</a></li><li><a href="#creating-a-slice-and-dashboard" class="table-of-contents__link toc-highlight">Creating a slice and dashboard</a></li><li><a href="#manage-access-to-dashboards" class="table-of-contents__link toc-highlight">Manage access to Dashboards</a></li><li><a href="#customizing-dashboard" class="table-of-contents__link toc-highlight">Customizing dashboard</a></li></ul></li></ul></div></div></div></div></main></div></div><footer class="footer footer--dark"><div class="container container-fluid"><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2022, |
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