2016-04-03 02:34:47 -04:00
|
|
|
Tutorial
|
|
|
|
========
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/db_menu.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
Now click on the ``+`` button to add a new entry
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/db_plus.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
2016-04-06 20:54:41 -04:00
|
|
|
Fill in an arbitrary reference name for the database, and you SQLAlchemy
|
2016-04-04 20:14:08 -04:00
|
|
|
URI. To figure out how to construct your URI, check out the
|
2016-04-06 20:54:41 -04:00
|
|
|
`SQLAlchemy documentation <http://docs.sqlalchemy.org/en/rel_1_0/core/engines.html>`_.
|
2016-04-03 02:34:47 -04:00
|
|
|
Then you can test your connection. If it works, you'll see a positive popup
|
2016-04-06 20:54:41 -04:00
|
|
|
and list of the tables that SQLAlchemy has found for that URI.
|
2016-04-03 02:34:47 -04:00
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/db_added.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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 ).
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/pen.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/matrix.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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``.
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/explore.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
The next step is to create a Slice. First, make sure to use a time filter
|
|
|
|
that is relevant.
|
|
|
|
|
|
|
|
.. note::
|
|
|
|
|
|
|
|
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``).
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/created.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/search.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/new_dash.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
Hit ``Save``, you should be back in ``Menu -> Dashboard``. Now enter your
|
|
|
|
new dashboard.
|
|
|
|
|
|
|
|
.. image:: _static/img/tutorial/in_new_dash.png
|
|
|
|
:scale: 30 %
|
|
|
|
|
|
|
|
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``)
|