Getting started with DataLens
This section outlines how to connect to a data source, create your first dataset, build multiple charts for data visualization, and place them on a dashboard.
Getting started
To get started with DataLens:
- Log in
to your Yandex account. If you do not have an account, create one. - Open the DataLens home page
. - Click Open DataLens.
- Confirm that you have read the Terms of use
and click Log in.
-
Log in
to your Yandex account. -
Open the DataLens home page
. -
Click Open DataLens.
-
Select one of the options:
-
If you already have an organization, select it from the drop-down menu in the Organizations tab and click DataLens.
Note
To activate a DataLens instance, the user must have the
admin
orowner
role. For more information about roles, see Access management in Yandex Cloud Organization. -
If you have a cloud but no organization, click Add new DataLens. In the window that opens, enter your organization's name and description and click Create organization and DataLens. For more information about working with organizations, see Getting started with organizations.
-
If you have any technical questions about the service, contact Yandex Cloud support
Create a connection
Connections contain information about data source access parameters, such as the DB host IP address and port. You can create datasets based on connections.
To create a connection:
-
Go to the DataLens home page
. -
Click Create connection.
-
Under Databases, select the ClickHouse® connection.
-
In the window that opens, select
Specify manually
for the connection type and provide the following connection parameters:- Host name:
rc1a-ckg8nrosr2lim5iz.mdb.yandexcloud.net
- HTTP interface port:
8443
(default) - Username:
samples_ro
- Password:
MsgfcjEhJk
- Host name:
-
Enable Allow subqueries in datasets and queries from charts.
-
Click Check connection and make sure you get a green check mark.
-
Click Create connection.
-
In the window that opens, click Create workbook.
-
Enter
Quick start
for the workbook name and click Create. -
Select the workbook you created and click Create.
-
Enter
Sample ClickHouse
for the connection name and click Create.
-
Wait for the connection to be saved.
Create a dataset
A dataset describes a set of data and its structure. It is created by connecting to a data source. A dataset is used when creating the following widgets:
To create a dataset based on the Sample ClickHouse
connection:
-
In the top-right corner of the connection page, click Create dataset.
-
Drag the
MS_SalesMiniTable
table to the workspace. -
Go to the Fields tab.
-
Create a measure for the order amount. To do this, select Sum for the
Sales
field in the Aggregation column. -
Create a measure for the number of orders:
- Rename the
OrderID
field asOrderCount
: click the field name, delete the current name, and enter the new one. - Select Number of unique for the
OrderCount
field in the Aggregation column.
- Rename the
-
Change the data type for the
ShopAddressCoord
field: select Geopoint in the Type column. -
Save the dataset:
-
In the top-right corner, click Save.
-
Enter
Sales Dataset
for the dataset name and click Create.
-
Create a column chart
Charts visualize the data from a dataset as tables, diagrams, or maps.
To create a chart based on Sales Dataset
:
-
On the dataset page, click Create chart in the top-right corner.
-
Add the product subcategory to the chart. To do this, drag the
ProductSubcategory
field from Dimensions to the X section. -
Add a sales measure to the chart. To do this, drag the
Sales
field from Measures to the Y section. -
Sort the chart by sales in descending order by dragging the
Sales
field from Measures to the Sorting section. -
Save the chart:
-
In the top-right corner, click Save.
-
In the window that opens, enter the
Sales by subcategory
name for the chart and click Save.
-
Create a stacked area chart
-
Copy the chart you created in the previous step:
-
In the top-right corner, click
→ Save as copy. -
In the window that opens, enter the
Sales by week
name for the new chart and click Save.
-
-
Select Stacked area chart as the visualization type.
-
Replace the product subcategories with the order date on the X-axis. To do this, drag the
OrderDate
field from Dimensions to the X section and hold it over theProductSubcategory
field until the latter turns red. -
Add the product category to the chart. To do this, drag the
ProductCategory
field from Dimensions to the Colors section. -
Display a week by week chart:
-
Click the calendar icon next to the
OrderDate
field in the X section. -
In the Grouping field, select Rounding → Week.
-
Click Apply.
-
-
Remove sorting by sales: click
(the icon appears when you hover over the field) next to theSales
field in the Sorting section. -
In the top-right corner, click Save.
Create a map
-
Copy the chart you created in the previous step:
- In the top-right corner, click
→ Save as copy. - In the window that opens, enter the
Sales map
name for the new chart and click Save.
- In the top-right corner, click
-
Select the Map visualization type.
-
Add the coordinates of the points of sale to the map. To do this, drag the
ShopAddressCoord
field from Dimensions to the Points (Geopoints) section. -
Change the point size based on the number of orders. To do this, drag the
OrderCount
field from Measures to the Point size section. -
Change the point color based on the sales measure. To do this, drag the
Sales
field from Measures to the Colors section. -
Add the following fields to the Tooltips section:
ShopAddress
ShopName
Sales
OrderCount
-
In the top-right corner, click Save.
Create a dashboard and add charts to it
Dashboards are pages or sets of pages that contain widgets. They allow you to group charts in a single place and add captions and headers to them.
To create a dashboard:
-
Go to the
Quick start
workbook by clicking its name in the chart path. -
In the top-right corner, click Create →
Dashboard. -
In the panel at the bottom of the page, select Chart.
-
In the window that opens, click Select.
-
Select the
Sales map
chart. -
Click Add.
-
Repeat steps 3 through 6 to add the
Sales by subcategory
andSales by week
charts. -
Adjust the size of the charts with your mouse and place them on the dashboard as you prefer.
Set up chart filtering
Add filtering by the Sales map
chart to the dashboard to filter other charts:
-
Click
in the top-right corner of theSales map
chart. -
Enable the Filtering option.
-
Click Save.
By default, the chart used for filtering filters data in all charts on the current dashboard tab that share the same dataset.
Add a selector to the dashboard
Selectors are filters that affect the results of queries in the linked widgets.
To add a selector to a dashboard:
-
In the panel at the bottom of the page, choose Selector.
-
Add the calendar selector for the order date:
-
Select
Sales Dataset
. -
Select the
OrderDate
field. -
In the Header field, enter
Order date
. -
Enable Range.
-
Click Save.
-
-
Position the selector on the dashboard wherever you like.
-
Save the dashboard:
-
In the top-right corner of the dashboard, click Save.
-
Enter
Sales
for the dashboard name and click Create.
-
Learn how a dashboard works
-
Apply cross-chart filtering on the dashboard:
-
Click a point on the map in the
Sales map
chart. This will filter the linked charts by the selected dimension. -
Clear chart filtering by clicking the selected point once more or
in the top-right corner of the chart.
-
-
Use the
Order date
selector:-
In the
Order date
selector, enter the period start and end dates:01.01.2019 - 31.01.2019
. -
This will filter data by the
OrderDate
field in all charts on the current tab that share the same dataset. -
Clear selector filtering by clicking
in the right corner of the selector.
-
Share the dashboard
You can grant access to your dashboard to other users:
-
Add users with a Yandex account to DataLens:
-
In the left-hand panel, select
Service settings. -
Under Manage users, click Invite users.
-
Enter the email addresses of the users you want to invite, e.g.,
login@yandex.ru
.You can send invitations to any email address. Invited users will be able to select the appropriate Yandex account once they accept the invitation.
-
Click Send invitation.
Once the user accepts the invitation and selects the account for login, they can log in to your organization and start using DataLens. The user will get the
datalens.creator
role in the organization with the current DataLens instance. -
-
Configure access permissions for a workbook:
-
In the left-hand panel, select
Collections and workbooks. -
Click
next to theQuick start
workbook and select Access. -
Click Add user.
-
In the window that opens, select a user or user group, specify the appropriate permission, and click Save. The user or user group will be granted permissions to this object.
-
You can make the charts and dashboards you create publicly available, so any user can follow a link to view a published object without logging in. You can embed published dashboards and charts into your website or app using iframe
.
What's next
- See the guides with service usage examples.
- Read about service concepts.
- View an example of a ready-to-use dashboard
.
ClickHouse® is a registered trademark of ClickHouse, Inc