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, or starting with your spatial analysis in an easy guided way from our editable pre-built demo maps.

Welcome banner Homepage first new landing

From the “Connect your data warehouse” banner, you can easily connect your data warehouse(s) to start using CARTO by clicking on Create new connection button. Check the Quick guide to connect data and create maps to get started.

After creating your connection, you can also upload local files right from the homepage by clicking on Import your data button. Check this guide to start importing your data into your data warehouse.

From “Whats´new” section, you will find announcements of new features, interesting articles, and the latest news related to CARTO from our blog. Stay tuned and don’t miss out on the latest news!

Welcome banner Homepage first new landing

Getting started

In this section you have a checklist with five quick steps to guide you to the different content pieces to help you get started with CARTO. Once you have completed all the steps, it will be marked as completed and you can close the panel by clicking on Close. If you want to skip the steps, just click on I´m ready, skip onboarding to close the panel.

Welcome banner Homepage first new landing

Help sidebar

New section with feature updates so you can stay up to date with the latest additions to CARTO. You can also find links to relevant documentation and webinars.

Welcome banner Homepage first new landing

Recent Datasets

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

Recent maps

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

If you are the owner of the map, you will have access to the quick actions menu to manage your map by clicking on the three point icon in the top right hand corner. There are 4 options available: Edit name & description, Share, Duplicate map and Delete.

Recent maps

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 sections

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

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

You can manage your connections to your data warehouse(s) through different options: edit, delete or share your connection. For more details, check the Creating a connection 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

Click on Show more… button if you want to expand the list and visualize more results.

Data Explorer show more

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.

Data Explorer preview map

Data Explorer data preview tab

Data Explorer map tileset tab

Data Explorer metadata tab

You can create a map by clicking on the Create map or Create a tileset button on the top to visualize larger volumes of data from a table. This will open the CARTO map-making tool, Builder.

Create a map

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

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

Map module

You can also getting some ideas from our sample maps.

Map module

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

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

Add source to your map

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 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
  • Configure your map settings guide
  • Style your maps guide
  • Customize your map views guide
  • Apply a mask to your map and filter out your data guide
  • Add spatial sql analysis guide
  • Publish and share your maps guide

For more details, see Creating a map from your data.

Create a tileset

Check this reference documentation to get started using the Tiler module as a solution to visualise massive datasets hosted in BigQuery, Snowflake, Redshift and PostgreSQL connections.

To learn more, please visit the Documentation page of the CARTO Analytics Toolbox for each provider:

You can create a tileset by clicking on the Create tileset button at the top of the screen.

Data Explorer create tileset button

Now from this interface will allow you to set the location and name of the output tileset in a directory where the user has write permissions. Once you have completed this configuration, click on Save here.

Data Explorer tileset destination

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. You need to select the tileset zoom levels and choose the geometry column. You can also add a custom description to the tileset. Once you have completed this configuration, click on Continue.

Data Explorer 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 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 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

You can follow up your tileset creation process and check the status: creating tileset, tileset created successfully or tileset creation error. For more details, check the Creating a tileset from your data guide.

Import data

CARTO allows to create geospatial tables in an organization’s CARTO Data Warehouse, BigQuery connection and Snowflake connection, by importing files from your computer or via URL. Once a file is imported, the resulting table can be previewed in Data Explorer and used in Builder and external applications to create maps.

To import your data, go to Data Explorer section and click on the Import data button on the top right:

Data Explorer import data icon

Please note that if you have selected a connection or folder, the Import data button will be displayed with an icon:

Data Explorer import data icon

You can also import your data from the Home section, by clicking on the Import dataset button in Recent datasets:

Data Explorer import data icon

A new dialog will open allowing you to import your data into the available connections. Check supported formats guide for more details.

Data Explorer import select file

You can import your data through two different methods: Local or Remote. For more details, check Importing data guide.

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.

We strongly recommend reading through the Terminology to get familiar with all the components of the Data Observatory.

In the following sections you will find a collection of resources where you can learn how to:

You can follow up the steps for the enrichment creation process in the Enriching data guide.

Export data

CARTO Builder allows you to export your data.

To export your data, add a source to the map and click on the Export viewport data button.

Export data button enabled

A new dialog screen will open informing you that the resulting CSV files will contain data from the current features in the viewport. Click the Export data button to confirm the download of the data or click on Cancel if you don’t want to continue exporting.

Export data dialog

The result of the export will be a compressed file containing all visible features in the viewport in csv format.

Duplicate your map

You can duplicate existing maps from CARTO Workspace, the organization area; and also from CARTO Builder, our map editor. This option is available for all maps, whether you have admin or edit access.

To make a copy of an existing map from CARTO Workspace, go to “Maps” and click on the three-dotted menu in each map card. If you are the owner of the map, you will have access to the 3 available options: Edit name & description, Duplicate map and Delete.

Recent maps

To make a copy of an existing map from CARTO Builder, add data or a title to the map and click on the three-dotted menu in the top right of Builder.

Duplicate map from Builder

Copied maps will always start as Copy of plus the original map name, and will always started as private maps for yourself.

When duplicating a map, you’ll receive a warning if any of the sources is not shared with you (eg: a private connection) — You can continue anyway, but the private sources will load with errors and the corresponding layers will not be visible, leaving you the choice of fully removing them or asking for access.

Duplicate map - Data warning

This ensures security across data sources, even when making editable map copies between users.

For more details, see Duplicating maps.

Delete your map

You can also delete existing maps from CARTO Workspace, the organization area; and also from CARTO Builder, our map editor.

To delete an existing map from CARTO Workspace, go to “Maps” and click on the three-dotted menu in each map card. If you are the owner of the map, you will have access to the 3 available options: Edit name & description, Duplicate map and Delete.

Recent maps

To delete an existing map from CARTO Builder, click on the three-dotted menu in the top right of Builder.

Duplicate map from Builder

For more details, see Deleting maps.

Publish and share your map

By default all maps you create are set as private. With CARTO you can share your maps with your organization or publish them for anyone with the link.

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.

There are different sharing options, like sharing visualizations in a protected way with a map password or controlling how it is displayed using URL parameters.For more details, check the Publishing and sharing maps guide.