With Actiondesk, you can answer in a few minutes questions like If you’re in operations, marketing, sales or customer support and have a question about your business, instead of asking your engineering or data team, just answer the question yourself with actiondesk and a few spreadsheet formulas. It works like a spreadsheet, so everybody can easily get started. If you’re currently shopping for a BI tool to make the most of your data, you should check out our product Actiondesk.Īctiondesk is the easiest way for startup teams to make better decisions with their data. It’s not very flexible, and sometimes you just want to get the data out in a spreadsheet.Ex: if you see your revenue is decreasing, it will require some effort to understand why and look at the raw data behind the chart.It’s not easy to start from a chart or table and drill down to see the raw data behind.As a result, most people in a company or team won’t use it regularly. It still requires a bit of a learning curve to get up to speed on it (hence the need for articles like this one).Easy to share dashboards regularly over email or Slackįrom my point of view, this is where Metabase is not great:.Reasonably easy for somebody non technical to build dashboards.
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Reasonably priced, even free if you install it on your own servers.Metabase is a good tool that has the following advantages:
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We’ll see how to build the following dashboard: If you’re not too familiar with how a relational database works, check out this very short (1min reading) article that goes through the basics. “Reviews”: “:Product ID”, “Reviewer”, “Rating”, etc.“Products”: “Title”, “Category”, “Vendor”, “Price” etc.“People” (it could have been called Customers): with columns such as “Address”, “Email”, “Name”, “City”, etc.“Orders”: with columns such as “User ID”, “Product ID”, “Subtotal”, “Tax”, “Created At”, etc.So if you want to follow along, you can create a Metabase account (you have a 14 days free trial, but you’ll have to put your credit card in) and do the steps as we do them. We’ll be using the database that Metabase connects by default to every new account. We will not go through how to install Metabase on your own servers, we’ll use the hosted version. How to send your dashboards to your colleagues on Slack and email: Metabase pulses link.Bonus tip: how to make your charts and dashboards clickable link.How to add build interactive dashboards in Metabase: Dashboard filters link.How to Segment your data in Metabase link.How to join multiple tables in Metabase link.How to use custom columns in Metabase link.How is Metabase structured: Questions, Dashboards, Collections and Datasets link.Connecting your database or data warehouse link.Here are the various sections we’ll go through: In this article, we’ll go through the initial setup and how to use Metabase to set up automated interactive dashboards and answer key business questions. You’re working at a company that uses Metabase and you want to learn how to make the most of it.You’re trying out different solutions and want to understand how each works You’re a startup founder, or exec shopping for a new Business Intelligence tool.If you’re in one of the following categories, this article was made for you: You can easily share dashboard that you build over email or Slack at a regular interval.It’s open source, if you’re looking for a cheap option, you can install Metabase on your own servers and it will be free (minus of course the time spent installing it and maintaining it).
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