Metabase Training
One Day Essentials Course
For Business Users
Timeline: 1 day / Investment: £300 Per Attendee
Intended
Audience
This training is aimed at business users that want to learn quickly how to become proficient at using Metabase to facilitate decision-making. No prior knowledge of Metabase is needed.
Time
Commitment
This is a full day course comprising 8 hours of content. The day will be split into two with modules 1-5 taking place in the morning and 6-8 in the afternoon, with a lunch break in between.
Training
Format
These are instructor-led sessions with a member of the 173tech there to take you through every step. Each module includes a practical demo, hands-on activity, and Q&A
Training 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.
The live demonstrations and the hand-on access to follow along on Metabase was very helpful and productive. The most valuable part of the session was to debug the broken dashboard.
outcomes
By The End Of The
Session You Will...
Module 1
Introduction 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!
