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v1.34 release (#566)
* (DOCSP-26181): Changed sample mode to subset mode. * (DOCSP-26641) 1.34 release notes (#564) * (DOCSP-25990) Org-wide sharing (#565)
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config/redirects

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# streamlined data source changes
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raw: docs/charts/data-source-pipeline/ ->${base}/create-manage-charts-view
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raw: docs/charts/data-source-permissions -> ${base}/manage-data-sources
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# sample mode to subset mode
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raw: docs/charts/sample-mode/ ->${base}/subset-mode

source/build-charts-reference.txt

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.. default-domain:: mongodb
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:ref:`charts-sample-mode`
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:ref:`charts-subset-mode`
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Learn how |charts| samples data to improve rendering performance.
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:ref:`aggregation-pipeline-generation`
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.. toctree::
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:titlesonly:
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/sample-mode
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/subset-mode
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/aggregation-pipeline-generation

source/chart-type-reference/geospatial-heatmap.txt

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Heatmap charts can use a maximum of 10,000 documents. If you
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create a heatmap with a collection of more than 10,000
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documents, turn on :ref:`Sample Mode <charts-sample-mode>` or use a
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documents, turn on :ref:`Subset Mode <charts-subset-mode>` or use a
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:ref:`filter <charts-filter-documents>`. Otherwise, your chart may
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use incomplete or misleading data.
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source/dashboard-permissions.txt

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@@ -157,7 +157,8 @@ With the :guilabel:`Share Dashboard` dialog open, read the
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following sections to learn how to grant permissions to a dashboard to:
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- :ref:`A specific user <dashboard-specific-access>`
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- :ref:`All users on your MongoDB Charts deployment <dashboard-access-everyone>`
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- :ref:`All users in your project <dashboard-access-project>`
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- :ref:`All users in your organization <dashboard-access-org>`
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- :ref:`Any user with the download link <dashboard-access-link>`
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.. _dashboard-specific-access:
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To give specific users permissions on the dashboard:
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1. Select the :guilabel:`User Access` tab.
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1. Select the :guilabel:`Project` tab.
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#. Search for the desired user using the search bar. You can search for
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users by their username or email address.
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can't see any charts that use that data source.
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A :authrole:`Project Owner` can assign the user
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a :atlas:`project role </reference/user-roles/#project-roles>` with the access you want the user to have. To learn more about granting access, see :ref:`permission-model`.
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a :atlas:`project role </reference/user-roles/#project-roles>`
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with the access you want the user to have. To learn more about
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granting access, see :ref:`permission-model`.
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#. Repeat steps 1-3 for each user you would like to provide dashboard
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#. Repeat these steps for each user you would like to provide dashboard
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permissions for.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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To remove permissions for a user, click the trash can icon to the right
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of the user's name.
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.. _dashboard-access-project:
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.. _dashboard-access-everyone:
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Access for All Users
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~~~~~~~~~~~~~~~~~~~~
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Access for All Users in a Project
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To allow access to the dashboard for all users in your |service|
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project:
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1. Select the :guilabel:`User Access` tab.
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1. Select the :guilabel:`Project` tab.
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#. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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#. Toggle the switch to the right of the :guilabel:`Everyone` user
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to ``On``.
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#. Select the :ref:`permission <dashboard-roles>` to apply to all
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access.
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A :authrole:`Project Owner` can assign the user
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a :atlas:`project role </reference/user-roles/#project-roles>` with the access you want the user to have. To learn more about granting access, see :ref:`permission-model`.
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a :atlas:`project role </reference/user-roles/#project-roles>`
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with the access you want the user to have. To learn more about
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granting access, see :ref:`permission-model`.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. _dashboard-access-org:
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Access for All Users in an Organization
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To allow access to the dashboard for all users in your |service|
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organization:
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1. Select the :guilabel:`Organization` tab.
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#. Toggle the switch to the right of your organization's name to
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to ``On``.
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|charts| provides a link with which users in your organization can
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view the dashboard.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. note::
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If your organization uses a :abbr:`SSO (Single Sign-On)` provider,
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MongoDB Cloud prompts users in your organization sign to in through your
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provider to view the dashboard. Users who authenticate through your
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organization's SSO provider don't need an |service| account.
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You can view all dashboards shared with your organization on the
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:guilabel:`Organization` page. To open the :guilabel:`Organization`
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page, click :guilabel:`Organization` under the :guilabel:`Dashboards`
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heading on the left navigation menu.
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.. _dashboard-access-link:
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Access for Users with a Link to the Dashboard
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To allow access to the dashboard for users on your |charts|
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deployment who have a direct link:
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1. Select the :guilabel:`Public Link` tab.
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1. Select the :guilabel:`Public` tab.
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#. Toggle the switch on the right-side of the
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:guilabel:`Anyone with this link can view` user to ``On``.
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:guilabel:`Public` user to ``On``.
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A user's permissions don't affect their ability to view a chart
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using a link. |charts| generates two links: a public and a private
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one. The public link has no permission requirements.
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|charts| generates a public link with which anyone can
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view the dashboard. A user's permissions don't affect their ability
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to view a chart using a public link.
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.. important::
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source/includes/steps-launch-charts-saas.yaml

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To create an |service| cluster:
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a. In the left navigation pane, click :guilabel:`Clusters`.
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a. In the left navigation menu, click :guilabel:`Clusters`.
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#. Click :guilabel:`Build a New Cluster`.
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source/release-notes.txt

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:depth: 1
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:class: twocols
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|charts| v1.34
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--------------
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*Released November 16th, 2022*
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Improvements in this release:
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- You can now :ref:`share dashboards <modify-dashboard-permissions>`
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across an |service| organization.
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Bug fixes in this release:
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- Fixes an issue with adding date filters inside the Chart Builder.
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- Fixes an issue where filter selections were not saved
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correctly when building charts.
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- Fixes an issue where non-binned dates with null values were not saved
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correctly when exported as CSV.
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- Fixes an issue where the Charts homepage did not load.
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|charts| v1.33.2
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----------------
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source/sample-mode.txt

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source/subset-mode.txt

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.. _charts-subset-mode:
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===========
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Subset Mode
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===========
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.. default-domain:: mongodb
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You can enable :guilabel:`Subset Mode` in MongoDB Charts to restrict
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the input collection to ``1000`` randomly selected documents. To toggle
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:guilabel:`Subset Mode`, use the toggle in the :guilabel:`Preview`
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section. The :guilabel:`Subset Mode` setting for a chart persists when
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the chart renders on a dashboard. So, if you enable subset mode when
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you build a chart, the data that renders in the dashboard is also
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sampled.
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.. note::
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When you enable subset mode and you specify a :ref:`filter
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<charts-filter-documents>`, |charts| takes the sample of ``1000``
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documents *before* it applies the filter. So, |charts| might use
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fewer than ``1000`` documents to plot the chart.
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Use Cases
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---------
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Consider using :guilabel:`Subset Mode` in the following scenarios:
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- When you draft a chart and heavily modify chart options. In this
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situation, :guilabel:`Subset Mode` lets the chart render quickly
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during the building process. When you feel satisfied with your chart,
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you can disable :guilabel:`Subset Mode` to have all documents
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included in your final visualization.
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- When you visualize a large data source and the chosen data is
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sufficiently aggregated (e.g. showing averages of fields) so
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you don't need all documents to obtain a useful visualization.
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In this case, if you leave :guilabel:`Subset Mode` enabled for the
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rendered dashboard, you can still retain a useful chart.
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.. note::
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Due to the random nature of sampling, when you have
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:guilabel:`Subset Mode` enabled, your visualizations might change
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each time the chart loads.

source/view-export-chart-data.txt

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- :ref:`Pipelines applied to the data source <data-sources-pipeline>`
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- :ref:`Sample mode <charts-sample-mode>` (if toggled on)
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- :ref:`Subset Mode <charts-subset-mode>` (if toggled on)
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- :ref:`Queries <query-bar>` or
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:ref:`pipelines specified in the Chart Builder <charts-agg-pipeline>`

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