Getting started with Visualization

This quick start guide explains how to create a workbook, a connection, a dataset, a dashboard, and add charts to it.

Create a workbook

Let's create a workbook and build up its components.

A workbook is a visualization environment that contains tools to process and visualize data from your cluster.

  1. Go to the console.

  2. Select Visualization from the list of services on the left.

  3. Click Create a workbook in the upper-right corner of the page.

  4. Call it Test BA Workbook and click Create.

  5. Go back to the workbook:

    workbook-ready

Create a connection

Connections access hosts in your cluster to fetch data for processing and visualization. We will use a connection based on a CSV file.

Before you start configuring it, download a file with sample data by the following link: hit_sample.csv .

  1. Click CreateConnection in the upper-right corner of your workbook page.

  2. Select File.

  3. Configure the connection parameters:

    1. In the left section, upload the hits_sample.csv file that will make up a dataset.

    upload-csv

    1. In the right section, check the following settings if they're configured correctly:

      • Encoding - utf-8

      • Separator - Semicolon

      • Columns header - Yes

    2. Take a look at the preview section. It contains data rows and the header row. The service automatically defines column data types and displays them in the header row.

    The resulting configuration should be the following:

    file-ready

  4. Click Create connection in the upper-right corner of the page.

  5. Name your connection, for example Hits connection.

  6. Click Create.

Create a dataset

A Dataset is the tool that parses the data stored on your cluster and gets it ready for representation in a graphical form.

  1. Click Create Dataset in the upper-right corner of your workbook page:

    create-dataset-button

  2. In the Connections section, you'll see the newly created Hits connection. In the Tables section, you'll see a list of tables whose data you can visualize.

  3. Drag and drop the hits_sample table to the workspace on the right:

    dataset-table-and-connection

  4. Have a look at the data available for visualization in the Preview section below:

    dataset-preview

  5. Click Save in the upper-right corner of the page and call it Test BA Dataset when prompted.

  6. Go back to the workbook. You'll see the following under Datasets:

    dataset-ready

Create a dashboard

A dashboard is a customizable data display that provides you with capabilities to create and arrange charts and selectors.

  1. Click CreateDashboard in the upper-right corner of your workbook page.

  2. Let's name it Test BA Dashboard and click Create.

    Your dashboard will open in edit mode. You're ready to start populating it with tabs and charts.

Add charts to your dashboard

To get you familiar with the most popular chart types in DoubleCloud Visualization, we'll create the following ones:

We'll also add selectors to work as filters for your data visualizations.

Create a column chart

A Column chart is good at visualizing value changes over time.

  1. Click AddChart (Wizard).

  2. Select Test BA Dataset from the list.

  3. By default, Column chart is already selected.

  4. Drag and drop Measures and Dimensions to the appropriate sections of the chart:

    • Date to X - this provides the timeline over which the data was changing.

    • Time_Spent to Y - this is the value changes of which we're going to visualize.

    • Browser to Color - this enriches the data with color-coding

    Your chart fields configuration should look like this:

    column-chart-settings

  5. Click Save in the upper-right corner of the page.

  6. Let's call our chart Time spent per browser and click Done.

  7. Choose the location for your chart by dragging it around and resize it to your liking.

Additional practice with Column charts

If you want to practice creating column charts a bit more, create a similar chart, but make it about Traffic source - choose the Traffic_Source dimension for your Y field.

Create a Donut chart

A Donut chart allows you to compare the same parameter between several categories.

In our case, we want to visually compare the shares of users from all the device platforms and device types:

  1. Click AddChart (Wizard).

  2. Select Test BA Dataset from the list.

  3. Click the chart type field on the right of the dataset section and select Donut chart from the drop-down list.

  4. Drag and drop Measures and Dimensions to the appropriate sections of the chart:

    • Browser to Measures - each unique value in the Browser column will create a new section of the chart, and the number of occurrences will determine the size of the section.

    • Technology to Color - this will define the color of each section.

  5. Now we need to remove the number indicator from the center of the chart:

    1. Click the icon.

    2. In the Chart settings window, toggle the Totals switch.

    3. Click Apply

    Your final chart settings configuration should look like this:

    donut-chart-settings

  6. Click Save.

  7. Let's call our chart User shares by platform and click Done.

  8. Choose the right location for your chart by dragging it around and resize it to your liking.

Additional practice with Donut charts

If you want to practice creating bar charts, create a similar chart, but make it about Traffic source - choose the Traffic_Source field for your Color field.

Create an indicator

An indicator shows a numeric value or a sum of values in large letters.

  1. Click AddChart (Wizard).

  2. Select Test BA Dataset from the list.

  3. Click the chart type field on the right of the dataset section and select Indicator from the drop-down list.

  4. Drag and drop Hits_ID to the Measure field.

  5. Now let's make your indicator's header easier to understand:

    1. Click the icon next to your chart type.

    2. Toggle the Header switch and type Total hits:

      indicator-header

    3. Click Apply.

  6. Let's customize the appearance of your indicator:

    1. Hover your cursor over the Measure field and click the icon.

    2. In the popup window, select the S size and choose a different color:

      indicator-metric-settings

    3. Click Apply.

    Your final chart settings configuration should look like this:

    indicator-chart-settings

  7. Click Save in the upper-right corner of the page.

  8. We've already given your indicator a name, just click Done.

Additional practice with Indicators

If you want to practice creating indicators, create a similar chart, but choose the Time_spent your Measure field, select a different color for the numbers, and write an appropriate header.

After you've completed working with charts, click Save in the upper-right corner of the page to save the changes to the dashboard.

To complete adding elements to your dashboard, click Save.

Now you have a working dashboard with charts that will automatically update when the data on your Managed ClickHouse® cluster changes:

final-dashboard

Keep exploring