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Quickstart guide to creating Views

This section provides a high-level guide to building kdb Insights Enterprise Views.

The steps to building Views are listed below.

Create database and pipeline

Before you can build your Views you must create and deploy a database to store data and a pipeline to import data into the database. You can then add this data to components on your view.

Create a View

You can create a view by clicking on Visualize on the Overview page as shown below.

Create a view from Visualize of "Discover kdb Insights Enterprise".

Add a component to your View

To add a component to the your View, click and drag a component from the list of icons on the left of the workspace, into the centre as shown in the following animation. The first component, Data Grid, is a good one to start with.

Click-and-drag a component into the workspace.

Configure the data source for the component

The data source defines where the data to be displayed comes from.

  1. Open the Data editor by clicking Click to populate Data Source inside the selected component.

    Click to populate Data Source to open the data editor.

  2. Click New to add a new data source.

  3. If you are new to kdb Insights Enterprise, we recommend starting with the getData API query to get the data, so click the API radio button.

    API query data source screen

  4. Click here for full details on configuring data sources.

Format the components data

You can format the data inside the component; adding colors, highlight rules, actions and/or filters.

Add more components

You can continue to build the view by adding more components and data queries.

Preview a View

Once you have designed your view, you can interact with it in the preview panel.

Click Preview at the top of the workspace. Preview Mode enables you to test the dashboard with the end-user level of interactivity.

Save and share

Once your view is configured you can save it and share the URL link with friends and colleagues. Click on the triple dot menu beside a View and click Share.

Click here for further details on saving and sharing views

Further reading