Metabase Training
One-Day Essentials Course For Business Users
Duration: 8 Hours
Investment: £399 per attendee
Overview
All data products are ultimately fruitless unless people use them! Metabase is a very intuitive BI tool but it is not without its quirks. Our one day essentials training is aimed at helping business users create their own questions, dashboards and ultimately self-serve analytics.
About 173tech
173tech is a London-based analytics agency that helps growing businesses worldwide leverage data.
We are Metabase’s first official partner (since 2019) and have successfully rolled out dozens of Metabase solutions for fast-scaling businesses including: Fyxer AI, Octopus Legacy, Ablefy, MUBI, Playbook, Heights, Founders Circle Capital, Thrive DX and many more.
Course Agenda
Morning
Intro to Metabase & navigating the interface
Building questions & saving to collections
Editing questions saved in a collection & visualisation best practices
Afternoon
Building reusable Metrics and using them in a Question
Creating, saving & sharing dashboards
Dashboard zen: Metabase quirks
Limited Places -Sign Up Today
Get more out of Metabase today. Sign up for our tutor-led training and receive
personalised support, teaching materials and hands-on demonstrations.
Module 1
Intro To Metabase &
Navigating The Interface
• What is Metabase?
• Where it fits in the data stack.
• Where to find things on the Sidebar.
• How to explore a particular table & actions.
Activity: Log in & explore the collections, databases and tables. Explore the table using the different actions that were learnt.
Module 2
Building Questions &
Saving to Collections
• An in-depth walk-through of Questions using the GUI.
• Overview on filtering, grouping, aggregating & sorting.
• Saving a question to a collection.
• The best practices of organising a collection.
Activity: Build your first Question using the Metabase GUI and save it to a collection within your Personal Collection called ‘Questions’.
Module 3
Editing Questions Saved in a Collection,
& Visualisation Best Practices
• Exploring questions saved in collections and how to edit.
• Visualisation selection - when to which chart type.
• Customising visuals - labels, legends, axes.
Activity: Navigate to the question we saved to your personal collection in the previous module and edit it.
Module 4
Building Reusable Metrics and
Using Them in a Question
• Explanation of what a Metric is in Metabase, and how and when they should be used.
• Metabase Questions vs. Metabase Metrics
• Walkthrough of the end-to-end process of creating and using a metric in a question, visualising the question and saving it to a collection.
Activity: Build your first Metric, save it to a collection, reuse it in two questions and visualise them both before saving to the collection.
Module 5
Creating, Saving & Sharing Dashboards
• Creating a new dashboard.
• When and how to add text and headers to a dashboard.
• When and how to add and rename new tabs in a dashboard.
• The use of the ‘Add section’ option.
• Standard vs Full Width.
• Adding existing questions to a dashboard.
• Creating new questions and adding to a dashboard.
• Applying filters and connecting them to tiles.
• Export formats (PDF, CSV)
• Sharing links & subscriptions.
Activity: Build your first dashboard and save to your personal collection including a mix of existing metrics, new questions, new visualisations and share the data with one of the other participants in a format of your choosing.
Module 6
Dashboard Zen: Metabase Quirks
• Date filter quirks.
• Accidental saved filters.
• Time grouping.
Activity: A dashboard will be provided by 173tech with different quirks. Participants must find the quirks and fix them!
