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 a Database and Pipeline
• Create a View
• Add components to your View
• Configure the data source
• Format the components data
• Enhance your View by adding more components
• Save your View and share it with other users

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.

• Click here for details on deploying a database
• Click here for details on creating and deploying a pipeline with streaming data

Create a View

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

• Click here to read a more detailed guide to creating a view.

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 here to read more details about all the components available.

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.

   

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.

   

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.

• See the guided walkthrough on building Views for more details.

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

• Views overview

• Detailed guide to creating Views

• Guided walkthrough on setting up Views

• Guided walkthrough on adding a map component to a View