Learn how to set Metabase up, build out your analytics, organize
things and set permissions, and how to do data ops right.
Start here to get the basics of how to install, set up, and find your way around Metabase.
Get up and running by asking questions, creating dashboards, and sharing your work.
There are a lot of different ways to run Metabase, both on prem and in the cloud.
Create an admin account and connect to your data.
Get to know your way around Metabase and ask your first question.
Create a dashboard with saved questions, and set up an alert to get notified when your question returns something interesting.
Discover the tools Metabase provides for learning about your data. These tools include a customizable data dictionary, as well as editing tools for curating your metadata.
Metabase is a deep product with a lot of tools to simplify business intelligence, from embeddable charts and interactive dashboards, to GUI and SQL editors, to auditing and data sandboxing, and more.
How to use Metabase's query builder to ask better questions.
Use the query builder in simple and custom questions to create charts that allow people to drill through the data.
When you should use custom expressions and why you should take advantage of them in Metabase's notebook editor.
How to join tables in Metabase using the notebook editor in simple and custom questions.
How to ask questions with multiple parts using the query builder.
Using SQL in Metabase.
SQL best practices: a brief guide to writing better SQL queries.
How to create filter widgets in native SQL queries using basic input variables for text, numbers, and dates.
Include special variables, known as Field Filters, in your SQL code to create smart filter widgets.
Use SQL to group results by a time period, compare week-over-week totals, and find the duration between two dates.
Save, share, and embed snippets of SQL code in native queries.
CTEs are named sets of results that help keep your code organized. They allow you to reuse results in the same query, and perform multi-level aggregations.
Learn about the Metabase features you can use to keep your SQL code organized.
How to combine information from two tables with a join.
Use left and right joins, inner joins, and full outer joins to return different sets of records from multiple tables.
Learn how to visualize your data.
Which type of charts and graphs should you use to best communicate insights from data? This guide will help you pick the right visualization for the job.
What we talk about when we talk about line charts: time series, trend lines, alerts, and more.
Create a bar chart and customize it with visualization settings.
Learn when to use a histogram, and how Metabase makes it easy to create histograms.
How to use pin maps, region maps, and grid maps to visualize data in Metabase.
Learn how to set up conditional formatting, mini bar charts, value formatting, and more.
Pivot tables are a tabular way to summarize and group tables. We'll walk through how to create a pivot table in Metabase using the Sample Dataset.
How to build interactive dashboards.
How to make great business intelligence dashboards.
Link filters in dashboards to limit the choices available in one filter based on the current selection of another filter.
You can set up dashboard cards to send people to dashboards, saved questions, and URLs, and use values from the card to update filters at the destination, or parameterize links to external sites.
With just a few clicks, you can configure any chart or table to update a dashboard filter.
How to add filter widgets to dashboards and connect them to Field Filter variables in multiple SQL questions.
How to use Markdown in your dashboards for fun and profit.
Guidance on data analysis, modeling, and making better data-driven decisions.
How to do year-over-year or month-over-month comparisons using custom expressions.
How to use Metabase to build an internal lookup tool to quickly find details about your customers, orders, or other data.
Use Metabase as a database browser, or a publishing platform, or a lookup tool, or a quick business intelligence tool, or as just a way to field frequently asked questions.
Learn how to search within your SQL questions and simple questions using filters and custom expressions. Finding words or phrases in your tables is now easier than ever.
Which data warehouse you choose depends on how much data you're wrangling. This guide walks you through your options, whether you're a small startup or a large enterprise.
Data modeling is hard. Here are some missteps to avoid when you're developing your models.
You're going to make mistakes when bootstrapping your analytics. Here's how to make fewer mistakes.
How to foster a culture that uses data to inform its decsions.
Guidance on running and administering Metabase at scale.
How to go from managing dozens of users to thousands.
Inside or outside your organization, what are your options for sharing your data or analysis, and when should you use one method over another?
How to keep your analytics organized as the numbers of users, questions, and dashboards inevitably increases.
Learn the different ways admins can customize the home page in your Metabase instance, as well as a few tips for user customizations.
How to use Metabase Enterprise's serialization feature to copy questions, dashboards, collections, settings, and more from one Metabase instance to a new Metabase instance.
How to make your dashboards load faster.
Best practices for scaling Metabase to support more people and databases.
An introduction to Metabase's API.
Permissions, groups, data sandboxing, and auditing.
Learn about how Metabase handles data permissions by walking through setting up permissions on the Sample Dataset included with Metabase.
Learn about setting collection permissions, how collection permissions work with data permissions, and best practices for managing collections.
Learn how to set row-level permissions using Metabase Enterprise Edition's Data Sandboxing feature.
Learn how to use a saved SQL query to sandbox a table and limit the columns people can view based on their user attribute.
Metabase Enterprise Edition's auditing tools are an essential feature for monitoring and compliance, but they can also help you make the most of your Metabase instance.
Learn about using LDAP to authenticate people and manage their access to data.
Embedding Metabase in your app, using our API, and more.
Your customers need analytics; let's walk through the different ways you can use Metabase to deliver external-facing analytics, and go over the advantages and tradeoffs of each option so that you can make the right decision for your company.
How embedding, data sandboxing, white-labeling, and SSO work together in Metabase to provide multi-tenant, external-facing analytics.
Learn how you can easily embed charts and dashboards in your website, all with the Metabase Open Source Edition.
Use white label settings to change the application's name, color palette, logo, favicon, and home page. Incorporate your company's brand into your Metabase instance.