Let’s say your data has a column of revenue and impressions, and you wish to visualise Revenue per impressions (RPM). I won’t be doing that for this graph here but am sharing the process for your knowledge. Optional: How to summarize by a custom impressionĪt this point we can also choose to summarize by a custom impression. In the end, my side bar looks something like this: I then choose to group by “Dataset Date”. So I go to Summarize (on the top right of my screen) > under summarize by I choose “sum of” by adding a metric and then #impressions. In our case, the first thing we want to visualise are the sum of impressions. Next, say we want to visualise some important metrics. These steps can be visualised in the graphic below. Start by clicking “Ask a question” > Simple question > Pick the data you want to work with > View the raw data. Example question in Metabase (step-by-step) We will learn how to do this as this use case progresses. The most important thing to note here is that you can share your business questions across the team and organisation. The answer to your question can take the form of a graph, chart or table-whatever you choose. The first step towards creating a dashboard in Metabase is by asking a business question. All you need to know about Metabase ‘questions’ What are Metabase questions? If you’re running into problems with connecting your database, check if it is included in Metabase’s list of officially supported databases. All you have to do is click on the “Browse data” icon at the top right of your screen, as displayed in the screenshot below.įor those who want to work with their own database, you can easily connect it by clicking the gear icon on the top right > Admin > Add a database > Add your database credentials. For this use case, we will be using our own database “Mediation Revenue.” How to add a database or data warehouse to Metabase?įor first-time users who want to get familiar with the platform, the option to use Metabase’s sample data exists. Once you’ve set up a free trial, the first step then is to connect your database with Metabase. The BI tool offers a 14-day free trial for anyone who wants to test it out before using it. Let’s get started… Getting started with Metabase Feel free to use the filters to see how it performs. What kind of dashboard will we learn to build in this use case?īelow is the dashboard we will build together in the steps to follow. Or those who are completely new to Metabase and would like to get a beginner level tutorial. This use case can be most useful for either those in positions of Management, that are not familiar with SQL but would like to set up dashboards in Metabase to answer key business questions. Send us your feedback Who will benefit from this use case? Creating a dashboard in Metabase How to add your question to a dashboard How to add two or more questions to a dashboard in Metabase How to add descriptive cards to your dashboard How to add filters to your Metabase Dashboard How to share my dashboard with team membersĥ. All you need to know about Metabase ‘questions’ What are Metabase questions? Example question in Metabase (step-by-step) How to summarize by a custom impressionĤ. Overview What is Metabase? What is Metabase used for? What are the benefits of using Metabase Who will benefit from this use case? What kind of dashboard will we learn to build in this use case?Ģ.Getting started with Metabase How to add a database or data warehouse to Metabase?ģ. Compared to other BI tools, Metabase is also reasonably priced and allows users to easily share dashboards across the organization via slack or email. New users can benefit from a free 14-day trial and get familiar with the platform. The drag and drop interface makes it easy to use as well. Additionally, the set up process is fast and easy to implement, taking under 5 mins. The platform allows users to ask simple queries without using SQL or any code. For those who are comfortable with using SQL, however, the option exists. Its data visualisation capabilities are exceptional and can be showcased in a user-friendly way-without using SQL. Metabase can be used to share live dashboards, automated reports, and business questions across the organisation. It also follows a simple and fast setup process. Metabase is an easy-to-use, open source business intelligence tool that lets you analyse data from a variety of data destinations and sources.
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