►
From YouTube: Metabase: Next Level Data Visualization
Description
Presenter:
- Justin Laake (McKinney Public Library System)
Slides:
- https://docs.google.com/presentation/d/1w0ctWsignheZm-h3shQd4f4mjLsdYDLd/edit?usp=sharing&ouid=106844837026229096502&rtpof=true&sd=true
A
Hello,
thank
you
very
much
for
having
me
my
name
is
Justin
Lockey,
like
she
said
and
I'm
with
the
McKinney
Public
Library
down
in
Texas
I
work
as
a
library,
technician
and
I'm
very
excited
to
share
the
different
workflows
that
we
have
introduced
with
metabase
and
we'll
talk
a
little
bit
about.
It's
basically
broken
down
into
two
parts.
A
First,
we'll
talk
about
some
of
the
different
features
that
metabase
has
and
then
I'll
go
into
a
quick
little
demo,
just
showing
how
smooth
a
lot
of
the
data
visualization
actually
is
and
yeah,
let's
go
from
there.
First
off
can
I
get
a
show
of
hands.
Is
anybody
not
familiar
with
databases
or
how
they
work
or
anything
like
that?
No
we've
all
got
a
pretty
good
idea.
Oh
that's
perfect,
but
basically
in
case
anyone
online
is
not
familiar
with
them.
A
A
First
off.
What
is
metabase
metabase
is
an
open
source
intelligence
tool,
which
is
a
very
fancy
way
of
saying
you
can
plug
in
data,
and
it
makes
it
look
pretty.
It's
live
data
collection,
which
means
that
is,
it
is
coming
from
our
live
co-host
server,
but
that
also
means
that
it's
very
flexible
in
that
you
can
basically
build
the
visualization,
and
then
you
can
change
the
data
that
it's
pulling
and
it
will
automatically
update.
A
So
it's
very
flexible
in
that
way
you
can
question
your
data,
which
is
basically
another
way
of
saying
query,
another
way
of
doing
reports
all
that
other
stuff
with
optional
SQL.
So
you
don't
have
to
know
SQL
in
order
to
get
all
the
fancy
things
that
you
want.
It
also
has
obviously
visualizations:
it's
got
staff
friendly
dashboards.
A
So
if
a
lot
of
your
staff
are
not
familiar
with
data
visualization,
you
can
set
up
basically
subscriptions
to
send
out
to
them
regularly,
so
they
can
be
up
to
date
with
all
the
other
things
and
you
can
skip
Quahog
reports.
I,
don't
know
if
anybody's
not
fond
of
those
but
okay.
So
taking
a
quick
look
at
the
tables,
it's
got
some
useful
tools
that
you
can
use
for
people
that
are
not
familiar
with
these
different
tables.
A
And
just
like,
we
were
doing
for
the
tables.
You
can
also
do
that
for
every
single
field
in
the
entire
database.
Do
you
want
to
do
that?
No,
but
if
there
is
a
a
table
and
a
field
that
you
frequent,
that
is
very
useful
to
have
information
on
hand
for
okay,
so
moving
on
to
the
visualizations,
you
can
build
a
question
which
is
basically
a
report
within
metabase.
A
You
can
also
do
a
custom
question
which
allows
you
to
do
things
like
joins,
which
is
very
useful
if
you're
trying
to
capture
multiple
data,
multiple
fields
from
different
data
or
tables-
and
you
can
also
do
Native
queries
if
you
just
love
SQL,
so
you
can
also
edit
existing
questions
and
save
them
as
a
new
one.
It's
very
flexible
in
that
way.
So
if
you
have
something
that
captures
the
data
that
you
want,
but
maybe
if
you
want
to
look
at
it
in
a
different
way,
you
can
do
that.
A
It's
also
got
an
easy
way
to
join
different
tables,
as
well
as
easy
ways
to
do.
Multi-Series
visualizations,
which
I'll
show
you
in
a
little
bit
okay.
So
if
we
wanted
to
do
a
simple
question
here,
is
the
koha
items
table
what
we're
looking
at
is
up
in
the
top
right
there
that
little
summarize
button.
A
A
A
Okay
and
then,
if
you
really
love
SQL,
don't
strain
your
eyes.
It's
not!
You
don't
need
to
read
that,
but
basically
there
are
some
things
that
you
just
can't
do
easily
using
the
tools
that
they
have
available.
So,
for
example,
in
this
one,
we
wanted
to
capture
the
different
collection
codes
that
we
have
and
put
them
into
larger
buckets
to
make
the
visualization
look
a
bit
better,
because
if
it's
got
50
different
colors
on
the
bar
graph,
it's
going
to
be
kind
of
hard
to
read.
A
A
Sometimes,
if
you
really
want
to
find
out
a
way
that
it's
doing
that,
but
it
also
generates
it
in
a
way
that
a
machine
would
so
sometimes
that
doesn't
make
sense
to
my
brain,
but
all
right
so
visualizations
are
always
very
useful.
If
you
can
look
at
multiple
things
at
once
and
that's
where
multi-series
comes
in,
so
you
can
pull
up
so
on
this
graph
right
here.
A
What
we've
got
is
a
count
of
the
new
patrons
that
we
have
by
month
and
then
we've
also
broken
it
down
into
the
different
categories
for
those
patrons,
so
whether
they're
McKinney
residents
or
if
they're
County
residents.
So,
for
example,
we
can
see
Bastion
majority
of
them
are
going
to
be
Kenny
residents
all
throughout
and
then
somewhere
around
2020.
We
suddenly
had
a
whole
lot
of
digital
accounts.
I,
don't
know.
What's
up
with
that.
A
And
then
for
multi-series
you
can
also,
if
you
have
multiple
things
from
different
databases
as
long
as
they
share
a
common
access,
you
can
actually
bring
them
together.
So
here
we've
got
page
views
from
the
previous
three
months
by
week
and
the
count
of
issues
which
is
basically
items
being
checked
out
by
three
weeks
or
three
months
by
week,
and
then
now
please
hold
your
applause.
A
There's
two
lines
on
a
graph
now
now
may
not
seem
like
much,
but
this
was
something
that
we
were
very
looking
forward
to
whenever
we
were
working
with
metabase,
because
these
are
from
two
different
databases.
So
just
the
possibilities
for
things
that
you
can
do
with
this,
you
can
see
if
you
get
it
set
up
correctly,
you
can
have
like
programming
attendance
as
well
as
circulation.
At
that
time,
you
can
see
just
a
whole
bunch
of
different
stuff
that
we're
very
excited
to
hopefully
get
working
in
the
future.
A
A
A
Return
claims
by
borrower
number
is
not
the
most
useful
statistic,
but
if
you
look
down
there
in
the
bottom
right,
it's
a
return
claim
per
resolution
so
basically
breaking
down
the
claims
returned
by
how
it
was
resolved,
which
could
be
actually
very
useful
and
what
you
can
do
is
you
can
just
click
on
that
visualization
right
there
and
start
editing
it
to
what
you
specifically
want
it
to
do,
which
is
one
of
the
big
bonuses
to
using
x-ray.
Here's
some
more
examples,
and
it's
just
breaking
them
down
by
time.
Now.
A
Dashboards,
so
you
can
build
all
of
these
questions
and
obviously
you
want
to
show
them
next
to
each
other,
which
is
where
dashboards
come
in.
Here
is
one
example
that
they
have
up
on
their
website,
and
here
is
one
of
my
test
dashboards.
Don't
worry
not
all
of
them.
Look
like
that,
and
with
dashboards
also
comes
subscriptions,
so
you
can
set
it
up
to
where
it
will
regularly
email.
You
any
changes
that
happen
within
those
dashboards,
so
say.
A
A
This
was
another
big
thing
that
we
were
looking
for
with.
Metabase
is
public
dashboards.
Transparency
is
a
big
part
of
the
a
city-wide
thing
for
McKinney
and
we
wanted
to
be
able
to
share
some
of
the
different
statistics
that
we
have
to
our
public
and
we
were
finally
able
to
do
that
with
metabase.
This
is
the
actual
public
dashboard
that
we
have
set
up
to
where
we
can
show
everybody.
That's
how
many
people
have
used
the
collection
of
the
day.
A
A
It's
just
a
useful
way
to
organize
the
different
questions
that
you
have.
So
why
metabase?
So
here's
some
examples
of
differences
that
we
found
between
metabase
and
Excel
metabase
is
just
a
lot
faster.
Just
the
whole
process,
beginning
to
end,
is
very
convenient.
I
had
Marcy,
who
is
in
charge
of
building
our
adult
collections,
asked
me,
you
know
we
changed
where
these,
where
these
new
books
are.
A
A
There's
no
SQL
barrier,
there's
definitely
a
learning
scale
whenever
it
comes
to
excel,
because
you
both
have
to
know
SQL
and
you
have
to
be
able
to
build
those
visualizations
within
Excel,
using
pivot,
charts,
pivot
tables
or
anything
like
that.
So
thankfully,
it's
a
lot
lower
barrier
and
metabase
is
an
all-in-one
solution
as
compared
to
excel,
which
is
just
one
part,
because
you
still
have
to
deal
with
all
of
the
cohall
reporting.
A
A
Oh
I
want
to
go
back
there
we
go
so
this
is
basically
just
showing
what
our
workflow
was
before,
which
we
had
to
obviously
write
the
SQL
into
koha
reports.
If
you're
like
me,
you
have
to
do
that
about
10
times
before
you
get
what
you
want,
then
you
run
the
report
download
the
file
you
gotta
clean
it
if
needed.
A
A
Unfortunately,
that's
a
500
a
month
minimum
it's
a
little
over
budget
for
us,
but
there's
also
some
other
things
like
Advanced,
embedding
which
I
think
goes
into
custom
like
things
outside
of
online
stuff,
granular
data
access,
audit,
logs
and
more
fancy
stuff
that
we
didn't
really
need
hosting
for
your
organization
may
be
at
the
mercy
of
it.
That's
one
of
the
issues
that
we
were
running
into
so
at
first.
A
Our
plan
was
to
have
it
host
the
metabase
server
for
us
and
we
were
basically
going
to
have
to
pitch
it
to
them
and
hope
cross
our
fingers
that
they
actually
agreed
with
us
that
this
is
a
tool
that
we
needed,
but
thankfully
we
were
able
to
get
help
from
buy
water.
They
were
already
improved
vendors,
so
we
just
had
to
ask
them
politely
and
you
know
slip
them
a
few
dollars
and
there
we
go
one
of
the
smaller
nitpicky.
Things
is
only
the
older
version
of
Google
analytics.
A
A
A
A
All
right,
so,
let's
just
save
that
and
now
that
doesn't
actually
change
it
in
koha.
So
don't
worry
about
that.
It
is
only
on
the
metabase
side
that
it
changes
that
so
now
we
can
see
whenever
it
shows
that
c
code
field
it
will
instead
show
The
Collection
code,
so
that
definitely
helps
for
readability.
For
some
of
the
different
things
that
you
might
not
know
about.
A
All
right
so
from
here
you
can
see.
Obviously,
we've
got
the
different
rows
and
columns
inside
of
the
database.
It
just
captures
a
couple
of
the
first
ones
that
it
sees
all
the
way
back
to
1997.
all
right.
So
if
we
wanted
to
start
making
a
visualization,
all
you
got
to
do.
Is
it
summarize
right
here
and
I'll,
give
you
some
options,
so
we
do
want
to
summarize
by
the
count
of
rows
and
then
let's
just
go
with
grouping
them
by
the
date.
They
were
accessioned.
Let's
do
that
by
month,.
A
A
A
And
what
else
can
we
do
to
this?
Let's
see
in
the
visualization
options:
here's
where
it's
going
to
give
you
the
different
things
that
you
can
change
it
to.
So
if
we
want
it
to
be
a
bar
graph,
we
can
do
that.
Maybe
we
want
to
do
a
waterfall,
although
it's
only
going
up.
So
maybe
that's
not
the
best
one,
all
right,
let's
go
with
the
bar
graph
and
we
get
some
different
options.
A
A
B
A
A
A
A
Statistics,
that's
the
table
that
I'm
looking
for
okay,
so
this
table
basically
shows
us
in
different
rows
whether
an
item's
been
checked
out,
whether
it's
been
returned,
a
local
use
or
renewed
stuff
like
that.
So
why
don't
we
open
up
the
editor
here
and
do
a
join
for
this?
So
I
want
to
join
statistics
to
let's
just
type
that
I
want
to
do
items.
A
Do
that
and
it
makes
joining
very
easy
because
you
can
just
select
the
columns
that
you're
wanting
to
combine
them
on.
So
item
number
seems
like
something
that'd
be
in
both.
Oh
look
at
that
there
we
go
so
we've
got
the
item
number
and
let's
just
go
ahead
and
start
visualizing
that
there
we
go.
Let's
filter.
A
B
A
A
A
B
A
A
There
we
are
so
this
is
the
one
that
I
pointed
out
earlier
that
we
had
written
in
SQL,
it's
going
to
have
all
of
the
different
collections
that
we
have
basically
grouped
up
into
buckets,
and
we
did
that
using
the
basically
code
that
we
had
already
written
for
SQL
before
so
we
just
copy
pasted.
It
did
all
the
selections
that
we
wanted
and
boom
there
we
are
so
using
SQL.
We
were
able
to
basically
break
down
a
whole
bunch
of
different
collection
codes
into
only
picture
books.
A
You
can
also
have
some
useful
buttons
over
here
on
the
right
side,
so
you
can
learn
about
the
table
that
you're
in
in
case
you
wanted
to
actually
select
things.
You've
got
variables
and
SQL
Snippets
that
you
can
add,
and
there
of
course
is
where
it's
all
throwing
those
things
into
buckets
right
there.
Sorry
I
just
want
to
show
that
up
all
right.
A
A
A
A
A
Okay,
so
on
any
single
one
of
these
tables,
it's
going
to
have
this
x-ray
button,
so
we
just
got
to
click
on
it
right
there
and
it
will
immediately
start
generating
some
different
summaries.
So
we've
got
4
000
suggestions,
30
suggestions
in
the
past
30
days,
some
things
that
maybe
are
not
too
useful
for
us
and
then
we'll
start
getting
into
some
different
visualizations
and
stuff
like
that.
A
All
right,
it
also
shows
Geographic
data
I,
don't
think
it
goes
down
to
zip
codes,
which
is
something
that
we
were
really
hoping
for.
But
if
you
want
to
show
stuff
across
the
United
States
or
across
different
countries
and
stuff,
it's
also
very
useful
for
that
foreign
all
right,
so
I
was
really
liking
the
suggestions
added
in
the
last
30
days.
So,
if
you
just
click
on
it,
it
will
immediately
take
you
to
that
the
question
that
it
had
generated
for
that
and
you
can
edit
it
to.
A
A
B
A
Okay,
so
we
are
finally
back
to
this
dashboard
and
we
can
just
move
things
around.
Maybe
I,
don't
like
the
color
green
for
that
one.
So,
let's
just
change
that
the
purple
can
do
that
all
from
here
we
can
move
them
around
resize
them
all
that
stuff
and
one
of
the
things
that
we
loved
the
most
Simply
Save.
That.
A
A
A
All
right,
let
me
see
if
we
have
anything
else,
I
think
we've
got
a
few
minutes,
so
maybe
I
just
show
off
the
Google
analytics
that
we
were
able
to
add
so
for
Google
analytics
like
I
mentioned
earlier.
You
can
connect
it
into
metabase
and
we
were
able
to
connect
it
using
Aspen
Discovery.
So
now,
if
we
click
on
that,
can
you
Public
Library?
C
A
D
A
For
me,
personally,
it
was
kind
of
waiting,
because
I
do
enjoy
kind
of
going
in
and
figuring
these
kinds
of
things
out.
I
do
I
would
hope
that
koha
does
have
a
whole
lot
of
documentation
on
what
all
of
these
fields
are
and
what
they
mean
and
what
they're
used
for.
So
you
could
use
that.
But
if
you're
looking
for
metabase
specific
stuff
I
do
know
that
they
do
have
some
pretty
good
documentation
as
well
as.
D
D
D
A
A
C
A
Boy,
let's
see,
I,
think
the
open
source.
Oh,
it
was
a
intelligence
tool.
Intelligence
tool
is
a
very
fancy
sounding
thing
for
sure:
yeah
free
is
a
big
one.
No
licensing
costs,
unless
you
really
want
to
get
into
that.
Let's
see
I,
don't
know
if
open
source
really
Rings
their
Bell
or
not,
but
that's
what
else
is
there
I
think
the
flexibility
of
it
is
also
great.
F
F
Don't
seem
to
really
grasp
the
idea
of
what
a
library
is
so
a
lot
of
what
we
do
most
of
what
we
do
is
in
spite
of
them.
We
just
do
it
and
hope
they
don't
find
out
about
it
took
us
they
took
a
while
for
them
to
realize
we
had
our
own
server
in
the
library
and
when
that
server
got
kind
of
old,
we
moved
it
to
a
Cloud,
Server
and
there's
a
firewall.
So
users
cannot
get
into
it
outside
the
hospital
Network,
so
you
I
have
an
odd
situation
now.
F
A
I
I,
don't
know
all
of
the
specifics
really,
but
I
do
know
that
Ed
Beale,
he
kind
of
runs
one
of
our
branches.
He
was
able
to
get
a
demo
up
and
running
on
a
laptop,
so
I'm,
not
sure
if
that's
something
that's
going
to
be
feasible
or
not,
but
I
do
know
that
he
was
able
to
get
it
up
and
running
very
quickly.
A
A
I've
not
used
power,
bi
I
have
used
Tableau.
If
that's
of
any
use
it.
It
is
a
lot
more
simple
than
Tableau
I
would
say,
because,
obviously,
with
Tableau,
you
kind
of
got
to
drag
the
things
that
you
need
up
there
and
mess
with
it
until
you
can
get
what
you're
looking
for
with
this
I've
found
that
I'm
instead
of
trying
and
trying
and
trying
to
get
what
I
wanted
I
can
guide
it
a
bit
more,
but
it's
also
a
lot
simpler.