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Tutorial | ||
======== | ||
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This basic linear tutorial will take you through connecting to a database, | ||
adding a table, creating a slice and a dashboard. First you'll need to tell | ||
Caravel where to find the database you want to | ||
query. First go to the database menu | ||
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.. image:: _static/img/tutorial/db_menu.png | ||
:scale: 30 % | ||
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Now click on the ``+`` button to add a new entry | ||
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.. image:: _static/img/tutorial/db_plus.png | ||
:scale: 30 % | ||
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Fill in an arbitrary reference name for the database, and you SqlAlchemy | ||
URI. To figure out how to construct your URI, check out the `SqlAlchemy | ||
documentation <http://http://docs.sqlalchemy.org/en/rel_1_0/core/engines.html/>`_. | ||
Then you can test your connection. If it works, you'll see a positive popup | ||
and list of the tables that SqlAlchemy has found for that URI. | ||
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.. image:: _static/img/tutorial/db_added.png | ||
:scale: 30 % | ||
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Once your database has been added, it's time to add your table. Navigate | ||
using the navigation bar at the top to ``Sources -> Tables`` and click the | ||
plus (``+``) sign there (similar to the one ). | ||
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Now enter the name of the table in the ``Table Name`` textbox, and select | ||
the database you just created in the ``Database`` dropdown, hit save. At this | ||
moment, Caravel fetched the column names, their data types and tries to guess | ||
which fields are metrics in dimensions. From the list view, edit the table | ||
that you just created by clicking the tiny pen icon. | ||
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.. image:: _static/img/tutorial/pen.png | ||
:scale: 30 % | ||
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Now you're in the table editor, click on the "List Table Column" tab, | ||
showing you the list of columns in your table as well as their data types. | ||
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.. image:: _static/img/tutorial/matrix.png | ||
:scale: 30 % | ||
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Click the checkboxes here that inform Caravel how your columns should be | ||
shown in the explore view, and which metrics should be created. Make sure | ||
to inform Caravel about your date columns. You could also create | ||
"SQL expression" columns here, or metrics in that tab as aggregate expressions, | ||
but let's not do that just yet. Hit ``save``. | ||
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You should now be back in the ``Table List`` view. Click on the name of the | ||
table you just created. You enter the "Explore" view for your table. | ||
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.. image:: _static/img/tutorial/explore.png | ||
:scale: 30 % | ||
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The next step is to create a Slice. First, make sure to use a time filter | ||
that is relevant. | ||
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.. note:: | ||
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You can use some "natural language time expressions" | ||
either as relative (as in ``now``, ``4 weeks ago``, or ``1 year ago``) as well | ||
as hard date or time expressions (as in ``3015``, ``3016-01-01`` or | ||
``May``). | ||
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Alter the form's option and click ``Query`` until you get to an interesting | ||
cut of data, and click ``SAVE AS``, enter a name, and you just created your first | ||
slice. | ||
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.. image:: _static/img/tutorial/created.png | ||
:scale: 30 % | ||
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This slice is now accessible in the slice list from the | ||
``Menu -> Slices`` at any time. Note that this view is easily filterable and | ||
searchable. | ||
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.. image:: _static/img/tutorial/search.png | ||
:scale: 30 % | ||
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Now let's create a dashboard. A dashboard is simply a collection of slices | ||
with metadata around their sizes, positions, CSS style and a few other things. | ||
Navigate to the dashboard list view ``Menu -> Dashboard`` and click the plus | ||
(``+``) sign. In the form, enter a name and pick the slice you just created. | ||
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.. image:: _static/img/tutorial/new_dash.png | ||
:scale: 30 % | ||
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Hit ``Save``, you should be back in ``Menu -> Dashboard``. Now enter your | ||
new dashboard. | ||
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.. image:: _static/img/tutorial/in_new_dash.png | ||
:scale: 30 % | ||
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Here you are. You can now resize and move the different slice(s), style them | ||
in the CSS modal window, and save right from here. For now, renaming the | ||
dashboard or adding on a new slice is done through the dashboard edit view, | ||
which is the same form as you used when you originally created the dashboard, | ||
and is accessible by clicking the ``edit`` pen icon from the dashboard list | ||
view (``Menu -> Dashboards``) |