First steps in Metabase

Build your first chart in eight clicks, no code. This walks you from the dashboard home to a finished chart of Statements of Reason.

1. 1

   Open the dashboard home

   When you log in, you land on the home screen. To build your own chart, click the blue + New button at the top right.

   
2. 2

   Choose “Question”

   From the menu, pick Question, the point-and-click chart builder. (Use SQL query only if you want to write SQL yourself.)

   
3. 3

   Pick your data source

   Choose IRDT DSA SoR (fast), the pre-aggregated dataset built for speed, so charts load in seconds. (DSA SoR (slow) is the full row-level data; you rarely need it.)

   
4. 4

   Pick the table

   Choose Sor Slim Daily Country: one row per day, country, platform and category.

   
5. 5

   Meet the query builder

   The builder has three parts, top to bottom: Data (already set), Filter (narrow which rows you want), and Summarize (the calculation).

   
6. 6

   Summarize: “Sum of …”

   Under Summarize, click Pick a function or metric and choose Sum of ….

   
7. 7

   Sum the SoR count

   Choose Sor Count, the number of Statements of Reason. (Country Mentions counts each country a decision names; the data dictionary explains the difference.)

   
8. 8

   Group by a column, then Visualize

   After by, pick how to break the total down, for example Date, Platform Name, Country, or Category, then click the blue Visualize button to see your chart.