These are the docs for the Metabase master branch. Some features documented here may not yet be available in the latest release. Check out the docs for the latest version, Metabase v0.50.
SQL parameters
You can create SQL templates by adding variables to your SQL queries in the Native/SQL editor. These variables will create filter widgets that you can use to change the variable’s value in the query. You can also add parameters to your question’s URL to set the filters’ values, so that when the question loads, those values are inserted into the variables.
Defining variables
Typing {{variable_name}}
in your native query creates a variable called variable_name
.
Field Filters, a special type of filter, have a slightly different syntax.
This example defines a Text variable called category
:
SELECT
count(*)
FROM
products
WHERE
category = {{category}}
Metabase will read the variable and attach a filter widget to the query, which people can use to change the value inserted into the cat
variable with quotes. So if someone entered “Gizmo” into the filter widget, the query Metabase would run would be:
SELECT
count(*)
FROM
products
WHERE
category = 'Gizmo'
If you’re writing a native MongoDB query, your query would look more like this, with the cat
variable being defined inside of the match
clause.
[{ $match: { category: {{cat}} } }]
Setting SQL variables
To set a SQL variable to a value, you can either:
- Enter a value into the filter widget, and re-run the question, or
- Add a parameter to the URL and load the page.
To add a value to the URL, follow this syntax:
?variable_name=value
For example, to set the {{cat}}
variable on a question to the value “Gizmo”, your URL would look something like:
https://metabase.example.com/question/42-eg-question?cat=Gizmo
To set multiple variables, separate parameters with an ampersand (&
):
https://metabase.example.com/question/42-eg-question?cat=Gizmo&maxprice=50
SQL variable types
When you define a variable, the Variables side panel will appear. You can set a type for a variable, which changes the kind of filter widget that Metabase presents.
There are four types of variables:
- Text: a plain input box.
- Number: a plain input box.
- Date: a simple date picker. If you want a more expressive date picker, like specifying a range, you’ll want to use a Field Filter.
- Field Filter: different filter widgets, depending on the mapped field.
That last variable type, Field Filter, is special; it lets you create “smart” filter widgets, like a search box, or a dropdown menu of values, or a dynamic date picker that allows you to specify a date range.
You can include multiple variables in the query, and Metabase will add multiple filter widgets to the question. When you have multiple filter widgets, you can click on a filter widget and drag it around to rearrange the order.
The Field Filter variable type
Setting a variable to the Field Filter type allows you to map the variable to a field in any table in the current database. Field filters let you create a “smart” filter widget that makes sense for that field.
Field Filter variables should be used inside of a WHERE
clause in SQL, or a $match
clause in MongoDB.
Field Filter compatible types
Field Filters ONLY work with the following field types:
- Category
- Entity Name
- Entity Key
- Foreign Key
- City
- State
- ZIP or Postal Code
The field can also be a date or timestamp, which can be left as “No semantic type” in the Table Metadata.
When you set the Variable type to “Field Filter”, Metabase will present an option to set the Field to map to, as well as the Filter widget type. The options available for the Filter widget type depend on the field’s type. For example, if you map to a field of type Category, you’ll see options for either “Category” or None. If you map to a Date Field, you’ll see options for None, Month and year, Quarter and year, Single date, Date range, or Date filter.
If you’re not seeing the option to display a filter widget, make sure the mapped field is set to one of the above types, and then try manually syncing your database from the “Databases” section of the Admin Panel to force Metabase to scan and cache the field’s values.
If you want to map a Field Filter to a field that isn’t one of the compatible types listed above, you’ll need an Admin to change the field type for that column. See metadata editing.
Field Filter syntax
Let’s say you want to create a Field Filter that filters the People
table by state, and you want people to be able to select multiple states at a time. Here’s the query:
The syntax for Field Filters differs from a Text, Number, or Date variable.
SELECT
*
FROM
PEOPLE
WHERE
{{state}}
Then, in the side panel, select the “Field Filter” variable type, and choose which field to map your variable to (in this case, State
).
Note the lack of the column and operator (like =
). The reason you need to structure Field Filters this way is to handle cases where Metabase generates the code for you. For example, for handling cases where someone selects multiple values in the filter widget, or a range of dates. With Field Filters, you can’t control the generated SQL, so if you need greater control, you should use one (or more) Text, Number, or Date variables.
A MongoDB native query example might look like this:
[ {$match: {{date_var}} } ]
For a more in-depth guide, check out Field Filters: create smart filter widgets for SQL questions.
Field filters in BigQuery and Oracle
Make sure your SQL dialect matches the database you’ve selected. Common issues involving how tables are quoted in the query:
Database | Dialect quirk | Example |
---|---|---|
BigQuery | Schemas and tables must be quoted with backticks. | FROM `dataset.table` |
Oracle | Schemas and tables must be quoted in double quotes. | FROM schema.table |
For more help, see Troubleshooting SQL error messages.
How to create different types of filter widgets
The kind of filter widget that Metabase displays when you create a Field Filter widget depends on a setting for that field in Metabase called Filtering on this field. Admins can set this field option to:
- Plain input box
- Search box
- A list of all values (also known as a dropdown menu)
Date fields will either have a simple date filter (for Date variables) or a dynamic date picker (for Field Filters mapped to a date field).
If you want to change the filter widget for a particular field, you’ll need to ask an Admin to update that field in the Table Metadata and set the desired “Filtering on this field” option.
Filter widget with plain input box
Create a simple Text or Number variable. Additionally, you can use a Field Filter with a field that has its Filtering on this field value set to “Plain input box”.
Note: to guard against SQL injection attacks, Metabase converts whatever is in the Search box to a string. If you want to use wildcards, check out our Learn article.
Filter widget with search box
- Include a SQL variable in your query.
- Set the Variable type to Field Filter.
- Set the Field to map to to a field of type “Category” that has its Filtering on this field option set to “Search box”
Filter widget with dropdown menu and search
To create a dropdown menu with search and a list of all values, you need to:
- Include a SQL variable in your query.
- Set the Variable type to Field Filter.
- Set the Field to map to to a field of type “Category” that has its Filtering on this field option set to “A list of all values”.
- Set the Filter widget type to “Category”.
If the field you want to create a dropdown for is not set to the type “Category” with Filtering on this field set to “A list of all values”, an Admin will need to update the settings for that field. For example, if you want to create a dropdown menu for an incompatible field type like an Email field, an admin will need to change that field type to “Category”, set the Filtering on this field option to A list of all values, then re-scan the values for that field.
If however, there are too many different values in that column to display in a dropdown menu, Metabase will simply display a search box instead. So if you have a lot of email addresses, you may just get a search box anyway. The dropdown menu widgets work better when there’s a small set of values to choose from (like the fifty U.S. states).
Field filter limitations
Some things that could trip you up when trying to set up a Field Filter variable.
Field Filters don’t work with table aliases
You won’t be able to select values from field filters in queries that use table aliases for joins or CTEs.
The reason is that field filters generate SQL based on the mapped field; Metabase doesn’t parse the SQL, so it can’t tell what an alias refers to. You have three options for workarounds, depending on the complexity of your query.
- Use full table names.
- Replace CTEs with subqueries.
- Create a view in your database, and use the view as the basis of your query.
Field Filters must be connected to fields included in the query
Your main query should be aware of all the tables that your Field Filter variable is pointing to, otherwise you’ll get a SQL syntax error. For example, let’s say that your main query includes a field filter like this:
SELECT
*
FROM
ORDERS
WHERE
{{ product_category }}
Let’s say the {{ product_category }}
variable refers to another question that uses the Products
table. For the field filter to work, you’ll need to include a join to Products
in your main query.
SELECT
*
FROM
ORDERS
JOIN PRODUCTS ON ORDERS.product_id = PRODUCTS.id
WHERE
{{ product_category }}
Customizing dropdown lists and search box values
With Text and Field filter variables, you can tell Metabase what values people can choose from when using a filter with a dropdown list or search box.
- In the native editor, add a {{variable}} in double braces.
- If the sidebar doesn’t open, you can click on the {x} icon on the right to open the Variables sidebar.
- In the Settings tab, set the Variable type to either “Text” or “Field Filter”.
- In the sidebar, go to How should users filter on this variable? Pick either Dropdown list or Search box.
- Next to the option you chose, click Edit.
- Metabase will pop up a modal where you can select Where the values should come from.
You can choose:
- From connected fields If you selected the Field filter variable type, you’ll also have the option to use the connected field.
- From another model or question. If you select this option, you’ll need to pick a model or question, then a field from that model or question that Metabase will use to supply the values for that dropdown or search box. For example, if you want the dropdown to list the different plans an account could be on, you could select an “Account” model you created, and select the field “Plan” to power that dropdown. The dropdown would then list all of the distinct plan options that appear in the “Plan” column in the Accounts model.
- Custom list. Enter each item on a line. You can enter any string values you like.
You can also change a dashboard filter’s selectable values.
Setting a default value in the filter widget
In the variables sidebar, you can set a default value for your variable. This value will be inserted into the corresponding filter widget by default (even if the filter widget is empty). You’ll need to insert a new value into the filter widget to override the default.
Setting complex default values in the query
You can also define default values directly in your query by enclosing comment syntax inside the end brackets of an optional parameter.
WHERE column = [[ {{ your_parameter }} --]] your_default_value
The comment will “activate” whenever you pass a value to your_parameter
.
This is useful when defining complex default values (for example, if your default value is a function like CURRENT_DATE
). Here’s a PostgreSQL example that sets the default value of a Date filter to the current date using CURRENT_DATE
:
SELECT
*
FROM
orders
WHERE
DATE(created_at) = [[ {{dateOfCreation}} --]] CURRENT_DATE
If you pass a value to the variable, the WHERE
clause runs, including the comment syntax that comments out the default CURRENT_DATE
function.
Note that the hash (--
) used to comment the text might need to be replaced by the comment syntax specific to the database you’re using.
Requiring a value for a filter widget
In the Variable settings sidebar, you can toggle the Always require a value option. If you turn this on:
- You must enter a default value.
- The default value will override any optional syntax in your code (like an optional
WHERE
clause). If no value is passed to the filter, Metabase will run the query using the default value. Click on the Eye icon in the editor to preview the SQL Metabase will run.
Making variables optional
You can make a clause optional in a query. For example, you can create an optional WHERE
clause that contains a SQL variable, so that if no value is supplied to the variable (either in the filter or via the URL), the query will still run as if there were no WHERE
clause.
To make a variable optional in your native query, put [[ .. ]]
brackets around the entire clause containing the {{variable}}
. If someone inputs a value in the filter widget for the variable
, Metabase will place the clause in the template; otherwise Metabase will ignore the clause and run the query as though the clause didn’t exist.
In this example, if no value is given to cat
, then the query will just select all the rows from the products
table. But if cat
does have a value, like “Widget”, then the query will only grab the products with a category type of Widget:
SELECT
count(*)
FROM
products
[[WHERE category = {{cat}}]]
Your SQL must also be able to run without the optional clause in [[ ]]
You need to make sure that your SQL is still valid when no value is passed to the variable in the bracketed clause.
For example, excluding the WHERE
keyword from the bracketed clause will cause an error if there’s no value given for cat
:
-- this will cause an error:
SELECT
count(*)
FROM
products
WHERE
[[category = {{cat}}]]
That’s because when no value is given for cat
, Metabase will try to execute SQL as if the clause in [[ ]]
didn’t exist:
SELECT
count(*)
FROM
products
WHERE
which is not a valid SQL query.
Instead, put the entire WHERE
clause in [[ ]]
:
SELECT
count(*)
FROM
products
[[WHERE
category = {{cat}}]]
When there’s no value given for cat
, Metabase will just execute:
SELECT
count(*)
FROM
products
which is still a valid query.
You need at least one WHERE
when using multiple optional clauses
To use multiple optional clauses, you must include at least one regular WHERE
clause followed by optional clauses, each starting with AND
:
SELECT
count(*)
FROM
products
WHERE
TRUE
[[AND id = {{id}}]
[[AND {{category}}]]
That last clause uses a Field filter (note the lack of a column in the AND
clause). When using a field filter, you must exclude the column in the query; you need to map the variable in the side panel.
Optional variables in MongoDB
If you’re using MongoDB, you can make an clause optional like so:
[
[[{
$match: {category: {{cat}}}
},]]
{
$count: "Total"
}
]
Or with multiple optional filters:
[
[[{ $match: {{cat}} },]]
[[{ $match: { price: { "$gt": {{minprice}} } } },]]
{
$count: "Total"
}
]
Connecting a SQL question to a dashboard filter
In order for a saved SQL/native question to be usable with a dashboard filter, the question must contain at least one variable.
The kind of dashboard filter that can be used with the SQL question depends on the field. For example, if you have a field filter called {{var}}
and you map it to a State field, you can map a Location dashboard filter to your SQL question. In this example, you’d create a new dashboard (or go to an existing dashboard), click the Pencil icon to enter Dashboard edit mode, add the SQL question that contains your State Field Filter variable, add a new dashboard filter (or edit an existing Location filter), then click the dropdown on the SQL question card to see the State Field Filter.
If you add a Date variable to the question, then it’s only possible to use the dashboard filter option Single Date. So if you are trying to use one of the other Time options on the dashboard, you’ll need to change the variable to a Field Filter variable and map it to a date column.
More on Dashboard filters.
Further reading
- Create filter widgets for charts using SQL variables.
- Field Filters: create smart filter widgets for SQL questions.
- Troubleshooting SQL.
- Troubleshooting filters.
- Dashboard filters.
Read docs for other versions of Metabase.