Book Image

Metabase Up and Running

By : Tim Abraham
Book Image

Metabase Up and Running

By: Tim Abraham

Overview of this book

Metabase is an open source business intelligence tool that helps you use data to answer questions about your business. This book will give you a detailed introduction to using Metabase in your organization to get the most value from your data. You’ll start by installing and setting up Metabase on your local computer. You’ll then progress to handling the administration aspect of Metabase by learning how to configure and deploy Metabase, manage accounts, and execute administrative tasks such as adding users and creating permissions and metadata. Complete with examples and detailed instructions, this book shows you how to create different visualizations, charts, and dashboards to gain insights from your data. As you advance, you’ll learn how to share the results with peers in your organization and cover production-related aspects such as embedding Metabase and auditing performance. Throughout the book, you’ll explore the entire data analytics process—from connecting your data sources, visualizing data, and creating dashboards through to daily reporting. By the end of this book, you’ll be ready to implement Metabase as an integral tool in your organization.
Table of Contents (15 chapters)
1
Section 1: Installing and Deploying Metabase
4
Section 2: Setting Up Your Instance and Asking Questions of Your Data
12
Section 3: Advanced Functionality and Paid Features

Allowing others to use Metabase

Now that our Metabase instance can send emails out with our nicely branded Metabase URL, it's finally time to invite others in our organization to join the party.

There are a few different ways to do this, depending on how your organization manages identities. In this section, we will learn three ways to add users in your organization:

  • Manually, by sending individual emails out
  • Integrating with Google sign-in
  • Using Lightweight Directory Access Protocol (LDAP)

Inviting users by their email addresses

Let's learn the simplest way to invite users to Metabase – sending individual emails out. This is a great option if you have a small team. To get started, visit the admin panel:

  1. On the top purple bar, click on People.
  2. Click the Add Someone button.
  3. Fill out the form, entering the first and last name as well as the email address.
  4. Optionally, you can add this user to the Admin group.
  5. Click...