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Learn Metabase

Learn how to set Metabase up, build out your analytics, organize things and set permissions, and how to do data ops right.

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  1. Getting started with Metabase

    How to install, set up, and find your way around Metabase.

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      1. Installing and running Metabase
      2. Setting up Metabase
      3. Getting started with Metabase
      4. A tour of Metabase
      5. A glossary of Metabase and analytics terms

  2. The basics of Metabase

    Asking questions and visualizing results.

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    1. Asking your own questions

      1. How to use Metabase's simple question mode
      2. Exploring data with Metabase's data browser
      3. Create charts with explorable data
      4. Searching your tables and questions

    2. Visualizing data

      1. Which chart should you use?
      2. Master the bar chart visualization
      3. Visualize your data as a histogram
      4. Visualizing data with maps
      5. Everything you can do with the table visualization
      6. How to create pivot tables to summarize your data

  3. Building analytics for your company

    Learn how to craft richer dashboards and create more complex questions.

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    1. Creating richer dashboards

      1. Best practices for BI dashboards
      2. Adding filters to dashboards with SQL questions
      3. Linking filters in dashboards
      4. Cross-filtering: using a chart to update a dashboard filter
      5. Custom destinations: choose what happens when people click on charts in your dashboard
      6. Fun with Markdown in your dashboards
      7. Build a record lookup tool with Metabase

    2. Using the notebook editor

      1. Joins in Metabase
      2. Custom expressions in the notebook editor
      3. Time series comparisons
      4. Multi-level aggregation

    3. SQL templates

      1. SQL snippets vs. Saved Questions vs. Views
      2. Best practices for writing SQL queries
      3. Create filter widgets for charts using SQL variables
      4. Field Filters: create smart filter widgets for SQL questions
      5. SQL Snippets: reuse and share SQL code
      6. SQL joins
      7. Working with dates in SQL
      8. Common table expressions

  4. Permissions and organizing

    Keeping your Metabase organized, and setting up access control to data and content.

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      1. Keeping your analytics organized
      2. How to scale self-service analytics at your company
      3. Customize your home page
      4. Auditing your users and data
      5. Guide to data permissions
      6. Working with collection permissions
      7. Data sandboxing: setting row-level permissions
      8. Advanced data sandboxing: limiting access to columns

  5. Developing analytics applications with Metabase

    Embedding Metabase in your app, using our API, and more.

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      1. Embedding charts and dashboards
      2. Brand your Metabase
      3. Deliver analytics to your customers
      4. Embed Metabase in your app to deliver multi-tenant, self-service analytics
      5. Working with the Metabase API

  6. General analytics advice

    Guidance on data analysis, modeling, optimizing performance, and scaling.

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      1. Which data warehouse should you use?
      2. Common data model mistakes made by startups
      3. Beyond BI: other problems you can solve with Metabase
      4. Making dashboards faster
      5. Serialization: preloading dashboards in a new Metabase instance
      6. Metabase at scale
      7. Ten common analytics mistakes startups make
      8. The push and pull of analytics
      9. Guide to sharing data