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Ethos Metabase Reporting ​

Metabase Reporting

Metabase Reporting ​

Metabase is an alternative to Power BI for reports and Dashboards. You’ll see this increasingly used for Dashboards and on Ethos TV.

What happens to Power BI? ​

Power BI reports are being reviewed.

  • Any unused reports will be removed
  • Any required reports will either be migrated to Metabase or updated in Power BI (for minor updates)
  • For any major changes the report will likely be updated into Metabase

NB: eventually Metabase will replace all Power BI reports.

Quick start ​

Login for Managers ​

If you already have a Metabase login visit

https://bi.ethosbuilding.cloud

NB: all Managers will have a login.

All Staff ​

General users will view reports via a shared link or via Ethos TV.

List of Shared Reports

https://ethosbuilding.sharepoint.com/sites/Knowledgebase/Lists/Reports

Navigating Metabase ​

Collections ​

Collections are business areas or topics for reporting; such as KPIs or Feedback.

Inside collections you’ll find Dashboards and Questions.

Searching ​

At the top right is a search box. Use this to find Dashboards or content.

NB: this is limited by your permissions.

About the Metabase structure ​

Databases ​

Metabase is connected to our database. It has read access to data we sync from Prime and all the Make Safe app data (and any other future data).

Questions ​

From the database you can create questions. These are view of the data in a table, chart, pivot; optionally with a filter.

Dashboards ​

Dashboards are collections of Questions shown with common filters. There a little more to it but you can then drill down to other Dashboards or questions.

Managing your Dashboards ​

There three main ways to get to your Dashboard

Bookmarks in Metabase ​

From the Metabase portal; use a bookmark. This will place your Dashboard or question in the menu under Bookmarks.

Browser Bookmarks (in Chrome) ​

When viewing a Dashboard the filters you use are reflected in the report URL/address. When you save the bookmark in your browser; the filter is saved as well.

This allows you to save common filters for quick access

Subscriptions ​

You can schedule reports to be emailed to you. Click subscriptions, Email and configure your subscription.

NB: the emailed report doesn’t allow filtering like using the website but may be useful to capture point in time reports.

Troubleshooting ​

Contact the IT Team if you have questions about reports and access.

Access from outside of the office ​

When accessing reports (either via the login or a sharing link) you will need to login via Microsoft 365 first.

NB: this is the same username and password as your Laptop, Email and SharePoint.

Forgotten your password? ​

If you have forgotten your password you can request a link to reset it when logging in.

If you have issues please contact IT.

NB: in general only Managers need a login. You don’t need a login for Report links shared on SharePoint.