diff --git a/docs/exploration-and-organization/data-model-reference.md b/docs/exploration-and-organization/data-model-reference.md index 84d5bd659371166cc16344ebaef4340b8fcf5e85..30ac6d4f5bd1008f96462a2f86c9efb75299be12 100644 --- a/docs/exploration-and-organization/data-model-reference.md +++ b/docs/exploration-and-organization/data-model-reference.md @@ -4,11 +4,9 @@ redirect_from: - /docs/latest/users-guide/12-data-model-reference - /docs/latest/questions/native-editor/data-model-reference --- - + # Data reference - - You can open the data reference from: - The Metabase sidebar > **Browse data** > **Learn about our data**. diff --git a/docs/exploration-and-organization/exploration.md b/docs/exploration-and-organization/exploration.md index 6bb05e56c28cb0f2c794a04a2701b574b4440133..c079adf8ad36fb9c6e52e273a1bbb61863b3fd44 100644 --- a/docs/exploration-and-organization/exploration.md +++ b/docs/exploration-and-organization/exploration.md @@ -6,63 +6,77 @@ redirect_from: # Basic exploration -How to poke around your Metabase. Browsing models and databases, exploring collections, bookmarks, verified items, search, and more. +## See what your teammates have made -## Browse models and data +As long as you're not the very first user in your team's Metabase, the easiest way to start exploring your data is by looking at dashboards, charts, and lists that your teammates have already created. The best place to start is by checking out any dashboards that might be pinned on your home page, or in [collections][collections] you have access to. -To view the [models](../data-modeling/models.md) and databases you have access to, click on **Browse data** in the left sidebar. +## Browse your data - +Alternatively, you can dive right in to exploring the data in Metabase by clicking on one of the databases at the bottom of the home page or clicking the **Browse data** button in the top nav bar, and then selecting a database and clicking on one of its tables to see it. You can also click on the bolt icon on any table to see an automatic exploration of its data. Give it a try! -[Models][models] are tables curated by your team, so they make great starting points for asking questions. + -To view the [data reference](./data-model-reference.md) section, click on the **Databases** tab, then click on **Learn about our data** in the upper right. You can also hover over individual tables and click on the book icon. +To learn more, see [Exploring data with Metabase's data browser](https://www.metabase.com/learn/basics/questions/data-browser.html). -### Only show verified models +## Exploring collections -{% include plans-blockquote.html feature="Only show verified models" %} +[Collections][collections] in Metabase are a lot like folders. They're where Metabase keeps all your team's dashboards and charts. - + -One nice-to-have pro feature is that you can filter for verified models by toggling the **Only show verified models** option. +If your teammates are cool, they'll have pinned some important dashboards or questions within your collections; if so, those pinned items will show up as cards at the top of the collection. -## Exploring collections +Collections have a list of any other items that are saved within them, and you can see what other collections are saved inside of the current one by checking out the navigation sidebar. -[Collections][collections] in Metabase are a lot like folders. They're where Metabase keeps all your team's dashboards and charts. +## Models - +You can use Models to create derived tables on the fly. See [Models][models]. -If your teammates are cool, they'll have [pinned](./collections.md#pinned-items) some important dashboards or questions within your collections; if so, those pinned items will show up as cards at the top of the collection. +## Exploring dashboards -## Exploring models, questions, and dashboards +[Dashboards][dashboards] are a set of questions and text cards that you want to be able to refer to regularly. -If you click on a part of a chart, such as a bar in a bar chart, or a dot on a line chart, you'll see a **drill-through menu**, with actions you can take to dive deeper into that result, branch off from it in a different direction, or see automatic insights to [X-ray](x-rays.md) the data. +If you click on a part of a chart, such as a bar in a bar chart, or a dot on a line chart, you'll see a the **Action menu**, with actions you can take to dive deeper into that result, branch off from it in a different direction, or see automatic insights to [X-ray](x-rays.md) the data.  -If you click on a cell in a table (like in a model), Metabase will often allow you to filter the results using a comparison operator, like =, >, or <. For example, you can click on a table cell, and select the less than operator `<` to filter for values that are less than the selected value. +In this example of orders by product category per month, clicking on a dot on this line chart gives us the ability to: + +- **See these Orders**: See a list of the orders for a particular month +- **See this month by week**. +- **Break out by ...**: See things like the Gizmo orders in June 2023 broken out by the status of the customer (e.g., `new` or `VIP`). Different charts will have different breakout options, such as **Location** and **Time**. +- **Automatic insights**: See orders for a particular category over a shorter time range. +- **Filter by this value**: update the chart based on the value you clicked: equal to, less than, greater than, or not equal to. + +> Note that while charts created with SQL don't currently have the drill-through menu, you can add SQL questions to a dashboard and customize their click behavior. You can send people to a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) (like another dashboard or an external URL), or have the clicked value [update a dashboard filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering.html). + +Clicking on a table cell will often allow you to filter the results using a comparison operator, like =, >, or <. For example, you can click on a table cell, and select the less than operator `<` to filter for values that are less than the selected value.  Lastly, clicking on the ID of an item in a table gives you the option to go to a detail view for that single record. For example, you can click on a customer's ID to see the profile view for that customer. -You can also click on the headings of tables to see more options, like summing the values of a column, or filtering based on that column. + - +When you add questions to a dashboard, you can have even more control over what happens when people click on your chart. In addition to the default drill-through menu, you can add a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) or [update a filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering). Check out [interactive dashboards](../dashboards/interactive.md). to learn more. -One of our personal favorite ways to explore is with the **Distribution** option. This will show you how many rows there are in a given table, grouped by the column you clicked on. So if you have a Users table, if you click on an Age column and select Distribution, you'll see a bar chart with the count of users you have in each age bracket. +## Exploring saved questions -## Verified items +In Metabase parlance, every chart on a dashboard is called a "question." Clicking on the title of a question on a dashboard will take you to a detail view of that question. You'll also end up at this detail view if you use one of the actions mentioned above. -{% include plans-blockquote.html feature="Verification" %} +When you're looking at the detail view of a question, you can use all the same actions mentioned above. You can also click on the headings of tables to see more options, like summing the values of a column, or filtering based on that column. -Verified questions and models are marked with a blue checkmark icon: + - +One of our personal favorite ways to explore is with the **Distribution** option. This will show you how many rows there are in a given table, grouped by the column you clicked on. So if you have a Users table, if you click on an Age column and select Distribution, you'll see a bar chart with the count of users you have in each age bracket. -Administrators can **Verify** a question or model from the three dot menu (`...`) to signal that they've reviewed the item and deemed it to be trustworthy. That is: the question or model is filtering the right columns, summarizing the right metrics, and querying records from the right tables. Verified items are more likely to show up higher in search suggestions and search results (and you can filter for them.) +## Search -If someone modifies a verified question, the question will lose its verified status, and an administrator will need to review and verify the question again to restore its verified status. +Use the search bar to find dashboards, questions, collections, subscriptions, and alerts. You can select from the typeahead's dropdown results, or hit enter to view a search results page. You can also activate the search bar from anywhere by pressing the `/` key. + +Searches take into account items’ titles, descriptions, and other metadata — you can even search the contents of your SQL queries. For example, you can search for things like `SELECT escape_pod FROM mothership` and find that one question you worked on six months ago. The results will display which collection each item is saved in, what kind of object it is, and whether it’s pinned. Note that you'll only ever see items in collections you have permission to view. + + ## Bookmarks @@ -72,10 +86,10 @@ To bookmark an item, look for the **ribbon** icon. If you don't immediately see - Questions (ribbon's in the editing sidebar) - Models (ribbon's in the editing sidebar) -- Dashboards (ribbon's in the dot menu: **...**) +- Dashboards (ribbon's in the **...** menu) - Collections (ribbon's in the upper right of the collection's page) -When viewing a collection, you can also click on the dot menu, **...**, next to an item to add or remove a bookmark from the item. +When viewing a collection, you can also click on the **...** next to an item to add or remove a bookmark from the item. Some things to remember with bookmarks: @@ -84,51 +98,17 @@ Some things to remember with bookmarks: - Items that you bookmark will get a boost in your search results (but not the search results of other people). - To reorder bookmarks, simply drag and drop them in the sidebar. -## Search - - - -Use the search bar to find dashboards, questions, collections, subscriptions, and alerts. You can select from the typeahead's dropdown results, or hit enter to view a search results page. You can also activate the search bar from anywhere by pressing the `/` key. - -Searches take into account items’ titles, descriptions, and other metadata. The results will display: - -- Which collection each item is saved in -- What kind of object it is -- If it’s pinned -- If it's [official](./collections.md#official-collections) (marked in yellow) -- If it's [verified](./exploration.md#verified-items). - -You'll only ever see items in collections you have [permission to view](../permissions/start.md). - -### Search filters - -You can filter your search by: - -- Content type: Dashboard, Question, Model, Collection, Database, Table -- Creator -- Last editor -- Creation date -- Last edit date - -### Search for code in your SQL queries - -To search the contents of your SQL queries: - -1. Type in the term or code snippet you want to search for in your native queries, and hit enter to bring up the search results page. -2. Toggle the **Search the contents of native queries** option, and Metabase will search your SQL queries. - -For example, you can search for things like `SELECT escape_pod FROM mothership` and find that one question you worked on six months ago. +## Verified items -### Search for verified items only +{% include plans-blockquote.html feature="Verification" %} -On some paid plans, you can filter search results for [verified items](#verified-items). To include only verified items in your search results: +Verified questions and models are marked with a blue checkmark icon: -1. Search for a term and hit enter to view the search results page. -2. In the right sidebar, toggle the **Verified items only** option. + -## Further reading +Administrators can **Verify** a question or model from the three dot menu (`...`) to signal that they've reviewed the item and deemed it to be trustworthy. That is: the question or model is filtering the right columns, summarizing the right metrics, and querying records from the right tables. Verified items are more likely to show up higher in search suggestions and search results. -- [Exploring data with Metabase's data browser](https://www.metabase.com/learn/basics/questions/data-browser) +If someone modifies a verified question, the question will lose its verified status, and an administrator will need to review and verify the question again to restore its verified status. [collections]: ./collections.md [dashboards]: ../dashboards/start.md diff --git a/docs/exploration-and-organization/images/browse-data.png b/docs/exploration-and-organization/images/browse-data.png index 191bcc606c71efe546a5d9aa73790196ab576cf4..d1f1ea364a0d378463f25495ec4221d587113214 100644 Binary files a/docs/exploration-and-organization/images/browse-data.png and b/docs/exploration-and-organization/images/browse-data.png differ diff --git a/docs/exploration-and-organization/images/collection-detail.png b/docs/exploration-and-organization/images/collection-detail.png index f17d09f8e88f5307b4483303028e33aca7da5bbf..f54c9f844386135a60c14fe814c4e362e68b9f2b 100644 Binary files a/docs/exploration-and-organization/images/collection-detail.png and b/docs/exploration-and-organization/images/collection-detail.png differ diff --git a/docs/exploration-and-organization/images/detail-view.png b/docs/exploration-and-organization/images/detail-view.png new file mode 100644 index 0000000000000000000000000000000000000000..2f5ed3f84812ca808effaa34cf880cd04353c0a9 Binary files /dev/null and b/docs/exploration-and-organization/images/detail-view.png differ diff --git a/docs/exploration-and-organization/images/learn-about-our-data.png b/docs/exploration-and-organization/images/learn-about-our-data.png deleted file mode 100644 index e704e2386cb3a72c00fc0e1638dc5ae6868beaaf..0000000000000000000000000000000000000000 Binary files a/docs/exploration-and-organization/images/learn-about-our-data.png and /dev/null differ diff --git a/docs/exploration-and-organization/images/only-verified-models.png b/docs/exploration-and-organization/images/only-verified-models.png deleted file mode 100644 index fa0b223b4acd21adca017ec3eefafb3980d311ad..0000000000000000000000000000000000000000 Binary files a/docs/exploration-and-organization/images/only-verified-models.png and /dev/null differ diff --git a/docs/exploration-and-organization/images/search-results.png b/docs/exploration-and-organization/images/search-results.png index 4dd3bfd45e08375b493162bec050ae3be12e954f..e3839f19ddf6c56ca10cb6d060c066b561fd6ba0 100644 Binary files a/docs/exploration-and-organization/images/search-results.png and b/docs/exploration-and-organization/images/search-results.png differ