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Exercise 1: Creating a view based on an aggregation query

MongoDB 301: Aggregation Reporting with Studio 3T Aggregations Exercise 1: Creating a view based on an aggregation query

In this exercise, you’ll add an aggregate statement to the Aggregation Editor, run the statement, and create a view based on that statement. You’ll then open the view in Studio 3T. The idea here is that third-party applications with the necessary permissions can then access the view at any time by using simple find operations.

The exercises in this section are based on the sales database and the customers_txn collection, which builds on the customers collection you used earlier in this course. To create the customers_txn collection, you’ll need to download the customers_txn.json file and import the collection into MongoDB. The first section in this course demonstrated how to create a database and import a collection. Refer to that section for details on how to carry out these tasks.

To create the view

  1. Launch Studio 3T and connect to MongoDB Atlas.
  2. In the Connection Tree, expand the sales database node and, if necessary, expand the Collections node. 
  3. Right-click the customers_txn collection node, and then click Open Aggregation Editor. Studio 3T adds the Aggregation tab to the main window. The tab displays the Aggregation Editor, with the editor’s Pipeline tab active. At this point, the aggregation pipeline is empty.
  4. Copy the following aggregate statement to your clipboard.
db.customers_txn.aggregate( [
  { 
    "$replaceRoot": { "newRoot": { 
      "state": "$address.state", 
      "payments": "$payments.value" } }
  }, 
  { 
    "$unwind" : { "path": "$payments" }
  }, 
  { 
    "$group": { 
      "_id": "$state", 
      "total": { "$sum": { "$toInt": "$payments" } } }
  }, 
  { 
    "$sort": { "total": -1.0 }
  } 
] );
  1. In the Aggregation Editor, click the Paste button on the far right end of the toolbar. This adds the aggregate statement and automatically defines the following four stages:
  • The first stage uses the $replaceRoot operator to replace each document in the pipeline with the embedded document specified in the expression. The state field in the new documents will be based on the original $address.state field, and the new payments field will be based on the original $payments.value field. The new payments field is created as an array because the original field is part of an array.
  • The second stage uses the $unwind operator to deconstruct the values in the payments array and output a document for each array element.
  • The third stage uses the $group operator to group the data by the state field and find the total amount of payments for each state.
  • The fourth stage uses the $sort operator to order the results by the total field, in descending order.
  1. On the toolbar, click the Run button. The query results are displayed in the lower pane, as shown in the following figure.

The results show the total amount of sales for each state, with the data sorted in descending order, based on the total values.

  1. Right-click anywhere in the Pipeline flow window or Pipeline output window, and then click Create view from this Aggregate Query. (You might need to scroll down to the bottom of the context menu.)
  2. In the Create View dialog box, type state_sales in the Enter view name text box and click OK. Studio 3T creates the view and displays the View Creation message box, which indicates that the view has been successfully created.
  3. Click OK to close the message box.
  4. In the Connection Tree, expand the sales database node, if necessary, and expand the Views node. The state_sales view should now be listed under the Views node, as shown in the following figure.
  1. Double-click the state_sales view node. Studio 3T open the view in its own tab in the main window.

You can query the view just like a collection, either working directly within Studio 3T or accessing it through third-party applications. In this way, you can use the view to generate reports, embed data in a dashboard, or in other ways present the aggregated information to your users.

  1. Close the state_sales view tab and the Aggregation Editor but leave Studio 3T open for the next exercise.

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  • Course Home Expand All
    Building a Basic Aggregation
    4 Topics | 1 Quiz
    Exercise 1: Filtering the documents in the aggregation pipeline
    Exercise 2: Grouping the documents in the aggregation pipeline
    Exercise 3: Sorting the documents in the aggregation pipeline
    Exercise 4: Adding processing options to the aggregation
    Building a Basic Aggregation: Test your skills
    Introducing the Aggregation Editor
    4 Topics | 1 Quiz
    Exercise 1: Importing an aggregate statement into the Aggregation Editor
    Exercise 2: Replace a field in the aggregation pipeline
    Exercise 3: Reorder the fields in the aggregation pipeline
    Exercise 4: Changing the sort order in the aggregation pipeline
    Introducing the Aggregation Editor: Test your skills
    Working with Arrays in the Aggregation Pipeline
    5 Topics | 1 Quiz
    Exercise 1: Using expression operators to filter input documents
    Exercise 2: Unwinding an array to create individual documents
    Exercise 3: Grouping array values and generating a document count for each group
    Exercise 4: Writing pipeline results to a new collection
    Working with Arrays in the Aggregation Pipeline: Test your skills
    MongoDB 301 Mid-Course Feedback
    Adding Lookup Data to the Aggregation Pipeline
    4 Topics | 1 Quiz
    Exercise 1: Adding lookup data to the aggregation pipeline
    Exercise 2: Converting string values in one of the lookup fields to integers
    Exercise 3: Adding a computed ratio field based on the converted lookup field
    Exercise 4: Limiting the number of returned documents
    Adding Lookup Data to the Aggregation Pipeline: Test your skills
    Working with Reschema for MongoDB
    4 Topics | 1 Quiz
    Exercise 1: Setting up a reschema unit that includes lookup data
    Exercise 2: Defining a target collection in the reschema unit
    Exercise 3: Adding and scheduling a task to create the target collection
    Exercise 4: Running an aggregate statement against the target collection
    Working with Reschema for MongoDB: Test your skills
    Reporting with Studio 3T Aggregations
    3 Topics | 1 Quiz
    Exercise 1: Creating a view based on an aggregation query
    Exercise 2: Exporting a collection as a .csv file for use by a third-party tool
    Exercise 3: Visualizing collection data in MongoDB Charts
    Reporting with Studio 3T Aggregations: Test your skills
    Course Extras
    Return to MongoDB 301: Aggregation
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