Best practices for organizing data in your Metabase instance

The more people use your Metabase, the more questions, dashboards, and models they'll create. Watch this webinar recording to learn how to keep things tidy.

Chapters:
00:00 Introduction
01:02 Metabase in data ecosystem
01:59 Key concepts and terminology
03:53 Table metadata
06:18 Mapping foreign key
07:09 Starting new questions
07:43 Collections
13:40 Models
14:45 Verifying questions and models
19:30 Bookmarking questions and models
20:17 Permissions
26:12 Collections discoverability
27:26 Adding text & link to the dashboard
29:29 Data reference
30:51 Setting home page dashboard
31:48 Q&A session
33:05 Q&A - What should you do for foreign keys if you have a combination key?
34:19 Q&A - What if there is a multiple join for the same table, and how can you make it more than one mapping for the same columns?
34:59 Q&A - How can I drill down basic reporting like year, quarter, month, week, and day?
35:54 Q&A - Why does metadata get changed for existing columns when we add new columns via SQL queries?
37:20 Q&A - Can you show how to set multiple foreign keys?
40:24 Q&A - Is it better to write a SQL View or do a model in Metabase? Also, when would you use the raw SQL in Metabase?
41:38 Q&A - Why drill down doesn’t work in the dashboard?
43:38 Q&A - How to update model metadata without breaking references?
44:53 Q&A - Can we make a backup for the questions and queries?
46:26 Q&A - Drill down by year, quarter, and month doesn’t work in the dashboard?
48:46 Q&A - If a table is referenced in the question and the table is later hidden, will the question still work?
49:23 Q&A - Can we disable download full results for the entire organization?

[RyanKienstra]

Great demo, it's amazing how fine-tuned permissions can be, like excluding some people from critical dashboards.