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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.

Guides

  1. Guide

    Getting Started

    Get up and running by asking questions, creating dashboards, and sharing your work.

    6 Lessons
    1. Installing and running Metabase

      There are a lot of different ways to run Metabase, both on prem and in the cloud.

    2. Setting up Metabase

      Create an admin account and connect to your data.

    3. Getting started with Metabase

      Get to know your way around Metabase and ask your first question.

    4. Sharing your work with others

      Create a dashboard with saved questions, and set up an alert to get notified when your question returns something interesting.

    5. Exploring data with Metabase's data browser

      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.

    6. A tour of Metabase

      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.

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  2. Guide

    Asking questions

    How to use Metabase's query builder to ask better questions.

    4 Lessons
    1. Create charts with explorable data

      Use the query builder in simple and custom questions to create charts that allow people to drill through the data.

    2. Custom expressions in the notebook editor

      When you should use custom expressions and why you should take advantage of them in Metabase's notebook editor.

    3. Joins in Metabase

      How to join tables in Metabase using the notebook editor in simple and custom questions.

    4. Multi-level aggregation

      How to ask questions with multiple parts using the query builder.

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  3. Guide

    Working with SQL

    Using SQL in Metabase.

    9 Lessons
    1. Best practices for writing SQL queries

      SQL best practices: a brief guide to writing better SQL queries.

    2. Create filter widgets for charts using SQL variables

      How to create filter widgets in native SQL queries using basic input variables for text, numbers, and dates.

    3. Field Filters: create smart filter widgets for SQL questions

      Include special variables, known as Field Filters, in your SQL code to create smart filter widgets.

    4. Working with dates in SQL

      Use SQL to group results by a time period, compare week-over-week totals, and find the duration between two dates.

    5. SQL snippets: reuse and share SQL code

      Save, share, and embed snippets of SQL code in native queries.

    6. Simplify complex queries with Common Table Expressions (CTEs)

      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.

    7. SQL Snippets vs. Saved Questions vs. Views

      Learn about the Metabase features you can use to keep your SQL code organized.

    8. Combining tables with joins

      How to combine information from two tables with a join.

    9. Types of SQL joins

      Use left and right joins, inner joins, and full outer joins to return different sets of records from multiple tables.

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  4. Guide

    Visualizing data

    Learn how to visualize your data.

    7 Lessons
    1. Which chart should you use?

      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.

    2. Guide to line charts

      What we talk about when we talk about line charts: time series, trend lines, alerts, and more.

    3. Master the bar chart visualization

      Create a bar chart and customize it with visualization settings.

    4. Visualize your data as a histogram

      Learn when to use a histogram, and how Metabase makes it easy to create histograms.

    5. Visualizing data with maps

      How to use pin maps, region maps, and grid maps to visualize data in Metabase.

    6. Everything you can do with the table visualization

      Learn how to set up conditional formatting, mini bar charts, value formatting, and more.

    7. How to create a pivot table to summarize your data

      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.

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  5. Guide

    Building dashboards

    How to build interactive dashboards.

    6 Lessons
    1. Best practices for BI dashboards

      How to make great business intelligence dashboards.

    2. Linking filters in dashboards

      Link filters in dashboards to limit the choices available in one filter based on the current selection of another filter.

    3. Custom destinations: choose what happens when people click on charts in your dashboard

      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.

    4. Cross-filtering: using a chart to update a dashboard filter

      With just a few clicks, you can configure any chart or table to update a dashboard filter.

    5. Adding filters to dashboards with SQL questions

      How to add filter widgets to dashboards and connect them to Field Filter variables in multiple SQL questions.

    6. Fun with Markdown in your dashboards

      How to use Markdown in your dashboards for fun and profit.

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  6. Guide

    Analytics with Metabase

    Guidance on data analysis, modeling, and making better data-driven decisions.

    8 Lessons
    1. Time series comparisons

      How to do year-over-year or month-over-month comparisons using custom expressions.

    2. Build a record lookup tool with Metabase

      How to use Metabase to build an internal lookup tool to quickly find details about your customers, orders, or other data.

    3. Beyond BI: other problems you can solve with Metabase

      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.

    4. Searching your tables and 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.

    5. Which data warehouse should you use?

      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.

    6. Common data model mistakes made by startups

      Data modeling is hard. Here are some missteps to avoid when you're developing your models.

    7. Ten common analytics mistakes startups make

      You're going to make mistakes when bootstrapping your analytics. Here's how to make fewer mistakes.

    8. The push and pull of analytics

      How to foster a culture that uses data to inform its decsions.

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  7. Guide

    Administration and operation

    Guidance on running and administering Metabase at scale.

    8 Lessons
    1. Managing people in Metabase

      How to go from managing dozens of users to thousands.

    2. Guide to sharing data

      Inside or outside your organization, what are your options for sharing your data or analysis, and when should you use one method over another?

    3. Keeping your analytics organized

      How to keep your analytics organized as the numbers of users, questions, and dashboards inevitably increases.

    4. Customize your home page

      Learn the different ways admins can customize the home page in your Metabase instance, as well as a few tips for user customizations.

    5. Serialization: preloading dashboards in a new Metabase instance

      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.

    6. Making dashboards faster

      How to make your dashboards load faster.

    7. Metabase at scale

      Best practices for scaling Metabase to support more people and databases.

    8. Working with the Metabase API

      An introduction to Metabase's API.

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  8. Guide

    Permissions

    Permissions, groups, data sandboxing, and auditing.

    6 Lessons
    1. Guide to data permissions

      Learn about how Metabase handles data permissions by walking through setting up permissions on the Sample Dataset included with Metabase.

    2. Working with collection permissions

      Learn about setting collection permissions, how collection permissions work with data permissions, and best practices for managing collections.

    3. Data sandboxing: setting row-level permissions

      Learn how to set row-level permissions using Metabase Enterprise Edition's Data Sandboxing feature.

    4. Advanced data sandboxing: limiting access to columns

      Learn how to use a saved SQL query to sandbox a table and limit the columns people can view based on their user attribute.

    5. Auditing your users and data

      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.

    6. Using LDAP for authentication and access control

      Learn about using LDAP to authenticate people and manage their access to data.

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  9. Guide

    Embedding

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

    4 Lessons
    1. Deliver analytics to your customers

      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.

    2. Embed Metabase in your app to deliver multi-tenant, self-service analytics

      How embedding, data sandboxing, white-labeling, and SSO work together in Metabase to provide multi-tenant, external-facing analytics.

    3. Embedding charts and dashboards in your website

      Learn how you can easily embed charts and dashboards in your website, all with the Metabase Open Source Edition.

    4. Brand your Metabase

      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.

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