Summary
Metabase is the open source business intelligence tool KTS uses to deliver dashboards and reports. This article covers the basics most users need on day one.
Who this is for
Anyone viewing dashboards through the KTS IaaS portal who is new to Metabase.
Getting to your dashboards
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Sign into the IaaS portal.
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Open Metabase from the portal landing page.
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Use the left hand menu or the home screen to find your dashboards.
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Click a dashboard to open it.
Reading a dashboard
A dashboard is usually a collection of charts, numbers, and tables. Each item is called a question in Metabase. You can:
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Hover over a chart to see exact values
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Click a point in a chart to drill into the underlying data
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Use filters at the top of the dashboard to narrow what you are looking at, for example by date, team, or site
Saving views you use often
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Bookmark a dashboard in your browser for quick return
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Use Metabase collections to find grouped dashboards for your team
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Ask KTS to add a dashboard to your default landing page if you use it every day
What KTS may need from you
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The name of the dashboard you are looking at
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The filter values you have set
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The exact issue, for example data missing, error message, or unexpected number
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A screenshot where possible
When to contact the service desk
Contact the service desk if a dashboard is not loading, if data looks obviously wrong, or if you need a new dashboard or change to an existing one.