CARTO User Manual

CARTO User Manual

Getting started

The CARTO Workspace is the user interface for our next generation cloud-native Location Intelligence platform. It allows you to create stunning maps and to perform spatial analytics at scale, with everything running directly on top of your cloud data warehouse(s). Learn how to make the most out of our Builder tool, Analytics Toolbox, Data Observatory, and other new features.

Create your CARTO organization

Follow these simple steps to access the CARTO Workspace:

  1. Email and password

    • Go to the CARTO Sign up page.
    • Enter your email address and password. You can also sign up with your existing Google account by clicking Continue with Google.
    • Once you have entered your credentials: click Continue.

    Sign up Email and password

    • Verify your email with the link sent to your existing email address.
    • Click Verify email in the email sent.

    Verify your email

    • Click Back to Login/Signup.

    Email verified

  2. Organization setup

    When a user initiates the process to create an organization, CARTO will detect if their e-mail domain is already associated with an existing CARTO organization. If so, the user is allowed to choose to either create a brand new organization or to join one of the existing organizations that have been detected under the same domain. When joining an existing organization, there are two options available: to join the organization directly (if the admin allows through a specific organization setting), or to request access and wait for the admin to approve your request.

    Organization setup detected multiple

    Create a new organization:

    To create a new organization follow these steps:

    • Choose an organization name (e.g. CARTO)
    • Select if you want anyone with the same e-mail domain to automatically join your organization, or leave it unchecked if you want them to go through an approval process.
    • Choose the region where you want CARTO to run. CARTO’s cloud-infrastructure in Google Cloud Platform (GCP) is in four regions: Europe-West, USA-Central, Asia-Northeast, and Australia-Southeast. We give you the possibility to choose the region that is closest to your data warehouse.
    • Click Next.

    Organization setup

    Enter your personal information:

    • First name.
    • Last name.
    • Country.
    • Phone number.
    • Click Next.

    Form personal information

    Enter your business profile information:

    • Company name.
    • Job title.
    • Number of employees (optional).
    • Industry (optional).
    • What use case are you interested in? (optional).

    By signing up you accept the Terms and conditions of the Services and the privacy notice.

    • Click Finish.

    Form business profile

    You are ready to start using CARTO!

    Joining an existing organization:

    To join an existing organization follow these steps:

    • Choose Join an organization or Request access to an organization.

    Organization setup detected multiple

    If you select to Join the organization directly, you will need to enter additional information before accessing the CARTO Workspace.

    Enter your personal information:

    • First name.
    • Last name.
    • Country.
    • Phone number.
    • Click Next.

    Form personal information

    Enter your business profile information:

    • Company name.
    • Job title.
    • Number of employees (optional).
    • Industry (optional).
    • What use case are you interested in? (optional).

    By signing up you accept the Terms and conditions of the Services and the privacy notice.

    • Click Finish.

    Form bussiness profile

    You are ready to start using CARTO!

    If you select Request access, the request will be sent to the organization administrator and your access will be on hold until it is accepted:

    Organization setup request sent

    You will receive an email to your existing email address informing you whether your request has been accepted or declined. If it is declined, you have the possibility to select a different organization to join or create a new organization. If it is accepted, you will be redirected to the personal information form which needs to be filled in before having access to the CARTO Workspace.

    Enter your personal information:

    • First name.
    • Last name.
    • Country.
    • Phone number.
    • Click Next.

    Form personal information

    Enter your business profile information:

    • Company name.
    • Job title.
    • Number of employees (optional).
    • Industry (optional).
    • What use case are you interested in? (optional).

    By signing up you accept the Terms and conditions of the Services and the privacy notice.

    • Click Finish.

    Form bussiness profile

CARTO Workspace overview

Learn everything you need to know about your Workspace and how to make the most out of it.

When you log in to your CARTO user account, you will be presented with your Workspace. The Workspace allows you to access all components of the CARTO platform via a single interface. It will allow you to manage connections to your data warehouse(s), explore your data, subscribe to Data Observatory datasets, develop spatial applications, and run visualizations and spatial analysis through our map-making tool, Builder.

Homepage

The first time that you access the Workspace, you will see a Welcome banner with links providing quick access to different actions to get you started with CARTO, like creating your first connection or your first map. By clicking the link in this banner, you can easily connect your data warehouse(s) to start using CARTO. Check the Quick guide to connect data and create maps to get started.

Welcome banner Homepage first landing

Recent maps

View your latest content. This module displays the latest maps that you have been working on, so that you can quickly access and continue working on them.

Recent maps

Getting started

In this section, you also have quick access to different content pieces to help you get started with CARTO, such as creating maps from your data, developing spatial applications, or learning how to use the Analytics Toolbox.

Getting started

What’s new

Announcements of new features, interesting articles, and the latest news related to CARTO from our blog.

What is new

In the left panel, you can find the Navigation Menu with all the available options to access the CARTO components: Home, Maps, Data Explorer, Data Observatory, Connections, Settings, and Developers. In the bottom part of the menu, you have additional options to join the “CARTO Users” Slack channel, send us direct product feedback, or access the Documentation portal.

Menu features

Quickstart guide to create your first map

Introduction

This is a quick guide to help you get started and is a step-by-step overview on how to connect CARTO to your data warehouse, explore your data, and create maps.

The CARTO Workspace includes functionalities for registering and managing connections to your data warehouse(s). Additionally, for each organization we also provision resources from the CARTO Data Warehouse to ensure you can get going with our technology from the beginning.

Once you have registered a connection to a data warehouse, you can start using your data with all components of the CARTO platform, such as running advanced spatial analysis with our Analytics Toolbox or creating stunning maps with Builder.

Create a connection

Go to the Connections section in the Workspace, where you can find the list of all your current connections. If you haven’t registered a connection yet, you will see the following page:

Connections module cartodw

To add a new connection, click on New connection and follow these steps:

  1. Select your data warehouse from the list of support platforms: Google BigQuery, PostgreSQL, Amazon Redshift, or Snowflake.
  2. Click the Setup connection button, or the Connect using a service account button if you are connecting to Google BigQuery.
  3. Enter the connection parameters and credentials. You need to enter the connection parameters such as the server, username, password, or provide a service account, depending on the type of connector.

The following screen shows the connection setup options for Google Cloud BigQuery:

Connection setup with BigQuery

After you have provided the connection parameters, click the Connect button. Then you will see the list of your current connections with the new one added:

Successful connection

Create a map

The Maps section enables you to create and manage maps in the CARTO Workspace.

  1. From your Maps page, click Create your first map. This will open the CARTO map-making tool, Builder.

Map module

  1. From the Layers tab on the left side, you can add data as a map layer from any of your existing data warehouse connections. In this example, we are using the BigQuery connection created in the previous step of this guide. With BigQuery we can use a custom SQL Query to retrieve data, add an entire table, or a tileset.

Add source to your map

  1. A new dialog will open so you can select your data source.

  2. In this example we are going to use a table from our BigQuery connection. Select the table from the list and click Add source.

Add source table

Once the process is finished, the BigQuery table is included in Builder as a new layer to the map. You can add additional layers, or apply styling and analysis features to the layer that you have just added.

Map created

CARTO Builder contains many features that guide you through the process of creating an interactive map, changing the styling, and customising how your data appears and behaves in a map. Use the following task list as a guide to some of the main features of CARTO Builder:

  • Add your source guide
  • View your data table guide
  • Configure your map settings guide
  • Style your maps guide

Explore your spatial data

The Data Explorer section enables you to explore the contents accessible from your connected data warehouse, preview your geospatial tables and tilesets, and start creating maps or tilesets from your data. If you haven’t connected your own data warehouse yet, you will see the provisioned CARTO data warehouse connection with access to some demo data:

Data Explorer carto data warehouse

To add your first connection, you can follow the previous Guide to create a data warehouse connection.

Once you have added a connection, go back to the Data Explorer section, where you will see the list with all of your current connections:

Data Explorer first connection bigquery

Select a connection and start exploring the content (database/project(s), schemas/datasets, and tables) in a collapsible tree:

Data Explorer content

Once your table or tileset is selected, you can access a preview of the map and some metadata details of the selected table or tileset. You can create a map by clicking on the Create button on the top and then Create map. This will open the CARTO map-making tool, Builder. In case of large amounts of data, the user will be notified of the possibility to create a map with a dataset added as SQL query with a filter applied on it, or to create a tileset to visualize larger volumes of data from the table.

Data Explorer preview table

Create Tileset

Check the Tileset reference documentation for a better understanding of what a tileset is and how it works, as well as to get started using the BigQuery Tiler as a solution to visualise massive datasets hosted in BigQuery and CARTO Data Warehouse connections.

You can create a tileset by clicking on the Create tileset button at the top right of the screen. Please note that this option will only be available for those tables that require a tileset to be visualized entirely due to their size.

Data Explorer preview table2

A new dialog will open so you can create the tileset from a form mode or from a sql mode. You are initially presented with a form mode to configure the tileset.

This interface will allow you to select the tileset zoom levels, choose the geometry column and set the location and name of the output table. Once you have completed this configuration, click on Continue :

Data Explorer create tileset (settings)

The next screen will allow you to easily select the attributes of your table that will be included in the tileset. After completing this step, click on Continue :

Data Explorer create tileset (attributes)

The last screen will show you a summary of the configuration of the tileset for your confirmation. To confirm, click on Create :

Data Explorer create tileset (confirmation)

At any point of the process you can switch to enable the SQL editor. This editor allows you to configure your tileset directly on the query that will be run to create it, therefore allowing you to edit all of the advanced options available. Once you have finished editing the SQL query, click on Create:

Data Explorer create tileset sql editor

Please note that if you edit the SQL query and go back to the form, a message appears warning you that all changes will be lost. Click on Clear to accept this or click on Cancel to continue editing:

Data Explorer create tileset disable sql editor

Enrich your data with the Data Observatory

The Data Observatory is a spatial data platform that enables you to augment your data with the latest and greatest in spatial data. With a catalog of thousands of spatial datasets from public and premium sources that have been vetted by our Data team, the Data Observatory provides a streamlined process to reduce the operational inefficiencies of discovering, licensing, and accessing spatial data.

Add data and style your maps

CARTO Builder contains many features that guide you through the process of creating a map, changing the styling, and selecting how your data appears rendered on a map. Use the following task list as a guide for some of the main features of CARTO Builder:

  • Add your data guide
  • View your data table guide
  • Configure your map settings guide
  • Style your maps guide

Publish and share your map

Once you publish a map, you obtain a URL to share access to the map or HTML code to embed it on a website or blog. You can also get the map token to call the map when developing an application in CARTO. For details, see Publishing and sharing maps.