(DOCSP-27745): Charts docs changes - Atlas Charts Activation Optimization (#578)

* Charts Activation Optimization updates

* include starter charts step and additional info

* tech review

* Add project role info

Author: davidhou17

snooty.toml

@@ -30,6 +30,7 @@ app-services = "App Services"
 atlas-app-services = "Atlas App Services"
 adf = "Atlas Data Federation"
 atlas-app-services-link = ":appservices:`Atlas App Services </>`"
+atlas-ui = "Atlas UI"
 cluster = "cluster"
 clusters = "clusters"
 Clusters = "Clusters"

source/build-charts.txt

@@ -13,10 +13,11 @@ Build Charts
    :class: singlecol
 
 Charts provide visual representations of the data in your
-:doc:`data source <data-sources>`. A chart maps to a *single*
-data source, and can display correlations between several fields in the
-data. Charts reside inside :doc:`dashboards </dashboards>`. You must
-create a :doc:`dashboard </dashboards>` before you can begin building
+:ref:`data source <data-sources>`. A chart maps to a *single*
+data source, and it can display correlations between several fields in the
+data. Charts reside inside :doc:`dashboards </dashboards>`. Unless
+you create a chart :ref:`from the Atlas UI <create-new-chart>`, 
+you must create a dashboard before you can begin building
 charts.
 
 For a complete list of available chart types and how to build specific
@@ -27,7 +28,20 @@ charts, refer to the :ref:`Chart Types <chart-type-reference>` page.
 Create a Chart
 --------------
 
-.. include:: /includes/steps/build-new-chart.rst
+You can create a chart from the :guilabel:`Dashboards` page 
+in |charts-short| or from the {+atlas-ui+}.
+
+.. tabs::
+
+   .. tab:: Charts
+      :tabid: charts
+ 
+      .. include:: /includes/steps/build-new-chart.rst
+
+   .. tab:: {+atlas-ui+}
+      :tabid: atlas-ui
+
+      .. include:: /includes/steps/build-new-chart-atlas.rst
 
 Learn More
 ----------

source/includes/steps-build-new-chart-atlas.yaml

@@ -0,0 +1,71 @@
+title: Select a data source in |service|.
+ref: new-chart-atlas-data-source.
+level: 4
+content: |
+  a. In the left navigation pane in |service|, click :guilabel:`Database`
+     to display the :guilabel:`Database Deployments` view.  
+  #. Click the :guilabel:`Browse Collections` button for the deployment 
+     that contains the data source.
+  #. Select the collection that you want to use to build 
+     your chart.
+---
+title: Click the :guilabel:`Visualize Your Data` button.
+ref: new-chart-atlas-visualize-data
+level: 4
+content: |
+  |charts-short| automatically loads the data source in the Chart Builder. 
+  
+  .. note:: 
+
+     If you selected a database as your data source, |charts-short| prompts 
+     you to select a specific collection before you can continue building
+     your chart.
+---
+title: Apply a suggested chart.
+optional: true
+ref: apply-starter-chart-atlas
+level: 4
+inherit:
+  file: steps-build-new-chart.yaml
+  ref: apply-starter-chart
+---
+title: Choose your chart type.
+ref: new-chart-type-atlas
+level: 4
+inherit:
+  file: steps-build-new-chart.yaml
+  ref: new-chart-type
+---
+title: Add fields to your chart.
+ref: new-chart-fields-atlas
+level: 4
+inherit:
+  file: steps-build-new-chart.yaml
+  ref: new-chart-fields
+
+---
+title: Title your chart.
+ref: new-chart-title-atlas
+level: 4
+inherit:
+  file: steps-build-new-chart.yaml
+  ref: new-chart-title
+---
+title: Save your chart.
+ref: new-chart-save-atlas
+level: 4
+content: |
+  Once you're satisfied with your chart: 
+  
+  a. Click :guilabel:`Save and close` in the top right corner. 
+  
+  #. Save the chart to a dashboard:
+
+     - To save to a new dashboard, click :guilabel:`New` and 
+       specify a :guilabel:`Dashboard title`. 
+
+     - To save to an existing dashboard, click :guilabel:`Existing` 
+       and select a dashboard from the drop-down menu.
+
+  #. Click :guilabel:`Save`. This saves your chart to the specified dashboard and 
+     redirects you to the dashboard view.

source/includes/steps-build-new-chart.yaml

@@ -34,13 +34,13 @@ content: |
      You can click on a data source's name to view a preview of its
      data.
 
-  .. note::
+     .. note::
 
-     A data source won't display on the :guilabel:`Select Data Source` modal unless it is connected to 
-     |charts-short|. Only a :authrole:`Project Owner` can :ref:`connect
-     <connect-data-source>` and
-     :ref:`disconnect <disconnect-data-source>` data sources. All
-     data sources in the project connect to |charts-short| by default.
+        A data source won't display on the :guilabel:`Select Data Source` modal unless it is connected to 
+        |charts-short|. Only a :authrole:`Project Owner` can :ref:`connect
+        <connect-data-source>` and
+        :ref:`disconnect <disconnect-data-source>` data sources. All
+        data sources in the project connect to |charts-short| by default.
 
   #. Click :guilabel:`Select` on the data source.
 
@@ -55,13 +55,12 @@ optional: true
 ref: apply-starter-chart
 level: 4
 content: |
-  MongoDB Charts displays up to six prebuilt charts based on the data
-  source that you selected. You can use any one of the suggested charts
-  to get started by clicking the associated :guilabel:`Apply` button.
+  In the Chart Builder, |charts-short| displays prebuilt charts based on 
+  the data source that you selected. You can use any one of the suggested 
+  charts to get started by clicking the associated :guilabel:`Apply` button.
   After applying a suggested chart, you can make changes to the chart
   type and add or remove fields if you wish to customize the prebuilt
   chart. 
-
 ---
 title: Choose your chart type.
 ref: new-chart-type
@@ -104,14 +103,14 @@ title: Title your chart.
 ref: new-chart-title
 level: 4
 content: |
-  Give your chart a title by hovering over the
-  :guilabel:`Enter a title for your chart` text clicking the
-  :guilabel:`Pencil Icon`. Click the check mark to save your title.
+  Click the :guilabel:`Enter a title` text and give your 
+  chart a title. To save the title, click the check mark.
 ---
 title: Save your chart.
 ref: new-chart-save
 level: 4
 content: |
-  Once you are satisfied with your chart, click
-  :guilabel:`Save Changes`. This saves your chart to your dashboard
+  Once you're satisfied with your chart, click
+  :guilabel:`Save and close` in the top right corner. 
+  This saves your chart to your dashboard
   and redirects you to the dashboard view.

source/launch-charts.txt

@@ -14,7 +14,10 @@ Launch MongoDB Charts
 
 The following tutorial guides you through launching |charts-short| on
 MongoDB Cloud. You can access |charts-short| with any 
-:atlas:`Organization Role </reference/user-roles/#organization-roles>`. 
+:atlas:`Organization Role </reference/user-roles/#organization-roles>` 
+or any :atlas:`Project Role </reference/user-roles/#project-roles>` that 
+can read data from |service|. 
+
 In |service|, click :guilabel:`Charts` in the navigation bar. 
 
 Prerequisites
@@ -33,19 +36,18 @@ You will also need an |service| cluster to visualize data using
 .. note::
 
    Each instance of the |charts| application is tied to a single
-   |service| :atlas:`project </tutorial/manage-projects/>`,
-   and can only visualize data from |service| clusters within the same
+   |service| :atlas:`project </tutorial/manage-projects/>`.
+   You can only visualize data from |service| clusters within the same
    project.
 
 Required Access
 ~~~~~~~~~~~~~~~
 
 This tutorial requires that your :atlas:`Atlas user 
-</tutorial/manage-users/>` have the appropriate permissions to read 
-data from the clusters in your |service| project. This means that your
-|service| user must have any :atlas:`Project Role 
-</reference/user-roles/#project-roles>` except ``Project Read Only``, 
-which does not grant the appropriate permissions.
+</tutorial/manage-users/>` have at least 
+:authrole:`Project Data Access Read Only` permissions. In order to use 
+|charts-short|, your user must be able to read data from the clusters 
+in your |service| project.
 
 When you first register an |service| account, you are granted
 the ``Project Owner`` role on your initial project. For information
@@ -63,7 +65,7 @@ Moving Forward
 
 Now that you have a data source, you are ready to begin
 visualizing your data. The next steps are to
-:doc:`create a dashboard </dashboards>`, and then
+:doc:`create a dashboard </dashboards>` and
 :doc:`build charts </build-charts>` to populate your dashboard.
 
 For complete walkthroughs of |charts| and its features, including

source/tutorial/order-data/create-new-dashboard.txt

@@ -12,7 +12,7 @@ Instructions
 Now that you have created your data source, create a dashboard to hold
 all of your visualizations:
 
-1. Click :guilabel:`Dashboards` in the sidebar.
+1. In |charts|, click :guilabel:`Dashboards` in the sidebar.
 
 #. Click the :guilabel:`New Dashboard` button.