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Introduction to Metabase

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Estimated reading time: 4 min

Introduction

Greetings! You will be onboarded on how to use Megacat Studios’ very own Metabase. But first, what is the Metabase? Metabase is an easy-to-use, open source business intelligence tool that lets you analyze data from a variety of data destinations and sources. (GrowthFullStack, n.d.). Metabase allows the company to get statistics from different data sources that will help us improve our business ventures.

To access the Metabase Dashboard of Megacat Studios, proceed to the link Metabase.megacatstudios.com. Once opened, kindly login your account to access the dashboard.

After successfully logging in, you should be able to see the home dashboard of Megacat Studios.

Questions

In metabase, a question is a query, its results, and its visualization. If you’re trying to figure something out about your data in Metabase, you’re most likely asking a question or viewing a question that someone else on your team created. (Metabase, n.d.) Questions allow the team to visualize data collected from our database.

To look for certain Questions, click on the Our Analytics tab and you should see a list of Questions. 

You can filter it out by clicking on the name plate located at the first row where it states Type, Name, Last edited by, and Last edited at.

 

Database

Databases are collections of data gathered from our Data Sources. Metabase connects with a lot of different databases and data warehouses so you can explore data, no matter where it’s stored. (Metabase, n.d.)

To look for certain Databases, click on the Browse Data tab and you should see a list of Databases. 

Dashboard

A dashboard is a data visualization tool that holds important charts and text, collected and arranged on a single screen. Dashboards provide a high-level, centralized look at KPIs and other business metrics, and can cover everything from overall business health to the success of a specific project or campaign. (Metabase, n.d.) Dashboards can also display Questions (visualized as graphs) you made in order to group them in a collective Dashboard.

Creating your own Dashboard

To create your own dashboard, look for the New Button at the top right of your screen. Click on it and it should open a drop down, click on Dashboard 

After clicking Dashboard, it will open a new window. From here, you have the freedom to name your dashboard and add its description as well. 

NOTE: For testing purposes, kindly add “Testing” followed by the name of your Dashboard while enclosing your name in parenthesis. 

Example: Testing Marketing Dashboard (Vincent, Nial)

On the part where “ Which collection should this go in ”, you may set it in the Our Analytics folder. However, it is a shared folder where all the employees in the metabase of Megacat Studios can access. To prevent confusion on other employees working in the database, you may set it in the My personal collection so it is private to you only.

After creating your dashboard, you should see this on your screen. Add a saved question and ask a new one are both button links that opens up a sidebar where you can access the questions or simply creating a new question

Add a saved question

NOTE: For testing purposes such as changing the graphs, it is better to create a new question rather than using the saved questions. Just so we can avoid ruining the existing question.

Ask a new one

NOTE: When click on Ask a new one, it means you will be creating a new question. For testing purposes, do save it in your personal folder.

From here, you can look for different databases. Click on certain database you need and it opens a new drop down where you can see other tables inside the said database

Data

  • To get started on data, you must currently select on which database you will be using to get said data. Currently the MCS Metabase has the following database:

Once you have selected the database, the following data that are available will be displayed. (In this context I have selected the Shopify Database)

Now, select the data that you  want to display.

Once you have selected your specific data to be displayed, this window will appear.

Filter

  • As the name suggests, Filters narrow down your data depending on what you need. In the example below, we filtered out orders made that are worth more than 0 and made within the past month. This to filter out orders purchased by customers within the last month.

Summarize

  • The Summarize section is responsible for setting up the relationship between the data you would like to compare and then visualize later on with a graph. In the example below, the data we are comparing are the count of orders that are created per day since January 2024 (with the added filter).

Visualize

  • Visualize refers to how you want to represent the data, specifically in what manner. Examples are: Bar Graph, Line Graph, and Pie Chart. Visualize is discussed further in the latter part of the document.

Visualize per type of Graphs:

In each graph, you can easily check out different visualizations of the graph by simply clicking the visualize button.

There are multiple types of graphs visualizations. In the case where it doesn’t show, it means that the table in the database is still being developed. Once you are done looking for your graph, click on Done and it will bring you back to the previous window where you can Save the graph.

Name the table, check which collection should the question go in and click on Save.

 

Step by Step Sample

In this example we’ll be going through on how to see orders made through Shopify for the past month.

As you can see we are using another site called iorad. Upon clicking on the link provided above, it will direct you to a different website and this will pop-up:

Just simply press the “Start Tutorial” button to get started.

 

To navigate through the presentation, simply locate these buttons on the bottom-part of the presentation:

With that, you should be able to navigate through the presentation smoothly!

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