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Apache Superset

Apache Superset is a modern, enterprise-ready business intelligence web application. It is fast, lightweight, intuitive, and loaded with options that make it easy for users of all skill sets to explore and visualize their data, from simple pie charts to highly detailed deck.gl geospatial charts.

Installation

Infrastructure

Clone superset repo.

git clone https://github.com/apache/superset.git

Change directory.

cd superset

Start up Superset through with Docker Compose.

docker-compose -f docker-compose-non-dev.yml up -d

Alternatively, start up a specific version.

git checkout 1.4.0
TAG=1.4.0 docker-compose -f docker-compose-non-dev.yml up -d

Log in to Superset at http://localhost:8088 .

  • username: admin
  • password: admin

Connect IoGT with Superset network. Create a docker-compose.override.yml file in the IoGT project root directory with following network.

version: "3"

services:
  django:
    environment:
      DB_HOST: postgres
      DB_NAME: iogt
      DB_PASSWORD: iogt
      DB_PORT: '5432'
      DB_USER: iogt
      DJANGO_SETTINGS_MODULE: iogt.settings.dev
  postgres:
    image: postgres:14-alpine
    environment:
      POSTGRES_USER: iogt
      POSTGRES_PASSWORD: iogt
      POSTGRES_DB: iogt

networks:
  default:
    name: superset_default
    external: true

Also in the IoGT project, create a file at iogt/settings/local.py and add the following to it.

DATABASES = {
    'default': {
        'ENGINE': 'django.db.backends.postgresql',
        'NAME': getenv('DB_NAME', 'postgres'),
        'USER': getenv('DB_USER', 'postgres'),
        'PASSWORD': getenv('DB_PASSWORD', 'iogt'),
        'HOST': getenv('DB_HOST', 'database'),
        'PORT': getenv('DB_PORT', '5432'),
    }
}

Start up IoGT with Docker Compose.

docker-compose up -d

Now Superset and IoGT should be running and they should be able to communicate with one another. We will set up the integration between them next.

Superset

Allow Superset to connect with the IoGT database.

  • From the "Data" menu, click on "Databases"
  • Click on "+ DATABASE" button at top-right of the screen, a database connection wizard will open
  • Click on "PostgreSQL"
  • Enter details of the database connection
    • HOST: "postgres"
    • PORT: "5432"
    • DATABASE NAME: "postgres"
    • USERNAME: "postgres"
    • PASSWORD: "iogt"
    • DISPLAY_NAME: "IoGT Database"
      • This will be used to connect IoGT with superset

Create an access roles that allows users access to the IoGT database.

  • Click "Settings" menu on upper right corner
  • Click on "List Roles" menu item
  • Click on "+" icon to add a new role
  • Enter details of the role
    • Name: "IoGT Reader"
    • Permissions: "database access on [IoGT Database].(id.XX)"

Create an access role that allows users to write on datasets.

  • Click "Settings" menu on upper right corner
  • Click on "List Roles" menu item
  • Click on "+" icon to add a new role
  • Enter details of the role
    • Name: "Write Datasets"
    • Permissions: "can write on Dataset"

Create a service account user for IoGT to access the Superset API.

  • Click "Settings" menu on upper right corner
  • Click on "List Users" menu item
  • Click on "+" icon to add a new user
  • Enter details of the account
    • First Name: "Service Account"
    • Last Name: "IoGT"
    • User Name: "sa_iogt"
    • Is Active?: checked
    • Email: "[email protected]"
    • Role:
      • Gamma
      • IoGT Reader
      • Write Datasets

Create a non-admin user account, for example, for a data analyst.

  • Click "Settings" menu on upper right corner
  • Click on "List Users" menu item
  • Click on "+" icon to add a new user
  • Enter details for the account
    • Is Active?: checked
    • Role:
      • Gamma
      • IoGT Reader

Superset should be able to read data from the IoGT database and be able to delegate that access to user accounts in the system. A service account has been created so that IoGT can communicate with Superset via the Superset API.

IoGT

Update environment variables for IoGT. In docker-compose.yml set following environment variables.

env:
  SUPERSET_BASE_URL: http://superset:8088
  SUPERSET_DATABASE_NAME: IoGT Database
  SUPERSET_USERNAME: sa_iogt
  SUPERSET_PASSWORD: ****

Restart the IoGT application.

docker-compose up -d

Sharing dashboards

In Superset, anyone can view a dashboard if they have the permanent link to it, whether or not they have an account on the Superset platform. But, they can only view the data in that dashboard if they have permission to read the dataset(s) for the dashboard.

There are two things to consider when sharing a dashboard:

  • Do you want your dashboard (and dataset) to be available publicly or only to specific, authenticated users?
  • Do you want your dashboard to appear within the Superset interface, alongside the menu buttons, or do you want to share the dashboard without the typical Superset interface?

The first step in sharing the dashboard is sharing the dataset - either publicly, or to specific authenticated users.

The second step in sharing the dashboard is creating the permalink URL - showing the dashboard in the Superset interface, or on its own.

How to share a dataset publicly

This is a pre-requisite to publicly sharing your dashboard. Keep in mind that when you make this dataset public, hypothetically any of the data can be exposed publicly.

  1. After you share your dashboard, which uses part of the data, someone may create a new dashboard from your dataset - they may or may not notice that your dataset is public - which publicly exposes other parts of your dataset that you didn't expect.
  2. Other Superset users that have higher permissions, like running SQL queries against their own datasets, may also be able to use those higher permissions on your public dataset.

For this reason, it's strongly recommended to take these steps unless all data in your dataset can TRULY be made public:

  1. Make a copy of your original private dataset, and label it clearly, e.g. "PUBLIC_Survey A_Dataset B_Dashboard Z"
  2. Limit the data in this dataset to only what you need for your public dashboard visualizations
  3. Adjust your dashboard to use this public dataset instead of your original private dataset

All data in this dataset should be considered viewable publicly. If someone has the URL to your dashboard, they will be able to view your visualizations without a Superset account.

  • Click "Settings" menu on upper right corner
  • Click on "List Roles" menu item
  • Click on "edit" icon of "Public" role
  • Add following permissions and save
    • can read on CssTemplate
    • can read on Chart
    • can read on Dashboard
    • can read on DashboardPermalinkRestApi
    • can dashboard permalink on Superset
    • can dashboard on Superset
    • can explore json on Superset
    • datasource access on [dataset-used-for-dashboard]

Be very careful when setting the "datasource access" permission. Make sure to choose a dataset you know can be public. If you name your public datasets starting with "PUBLIC" it will be easy to not accidentally make a private dataset public.

How to share a dataset privately

As with making datasets public, if you give a specific user access to your dataset then you should assume they can access all its data.

Anyone with both this role AND "Gamma" role will be able to view the dashboard. Anyone with both this role AND higher permissions than "Gamma" will be able to use their higher permissions to access the data, for example through SQL queries.

  • Click "Settings" menu on upper right corner
  • Click on "List Roles" menu item
  • Click on "+" icon to add a new role and name it clearly, for example "Access to Dataset Survey A_Dataset B_Dashboard Z"
  • Add following permission and save
    • datasource access on [dataset-used-for-dashboard]
  • Assign this role to the user, and the "Gamma" role if they don't already have higher permissions

How to generate a dashboard link to share publicly or privately

To create the URL to your dashboard, to share publicly or privately:

  • Open dashboard and click "..." menu on upper right corner
  • Click on "Share" menu item
  • Click "Copy permalink to clipboard"

To get a fullscreen view or an embeddable view of the dashboard, without Superset menus

  • Open the copied link from previous step
  • Click "..." menu on upper right corner
  • Click "Enter fullscreen"
  • Copy the URL from address bar

To get a fullscreen/embeddable dashboard without its title, change standalone=true in the URL to standalone=2.

This can be useful if your dashboard title isn't very clean - for example it starts with "PUBLIC". You could use a markdown block at the top of your dashboard as an alternative header.