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Business Intelligence (BI) with Metabase

Hendri Arifin, S.Kom, MTI.

Hendri received his master degree of Computer science from Bina Nusantara University. He has been very fascinated in Artificial Intelligence and Data mining topics as it has been a tremendously help to his business, PT. Mitra Konsultansi Indonesia (MKINDO), a registered Independent Software Vendor (ISV) partner of Microsoft providing cutting edge web and mobile solutions to their clients.  With more than 15 years of software development services, he has been repeatedly recognized for developing innovative solutions for large-scale industry such as Oil and Gas, Construction and Heavy Industry.


Business Intelligence (BI) means the resources and processes within an enterprise that play a key role in the strategic planning process. It refers to a collection of tactics and methods used for tactical and strategic decision making by organizations. In order to boost business efficiency, it leverages technology based on numbers, data and business targets. It is possible to think of BI as a data refinery that turns knowledge into behaviour and business value. In order to obtain a stronger understanding of their internal processes, clients, supply chain, and financial results, smart businesses in the 21st century use business intelligence (BI) solutions. By using BI to formulate better strategies and plans, respond more effectively to emergencies, and capitalize on new opportunities more rapidly, they also derive substantial ROI. Metabase is an open-source BI software available in the market, Metabase was made to connect to all of today's most popular databases. Although SQL with Metabase can be used by users with more of a technical background, it also has a well-built query builder so that SQL expertise is not needed. In addition, Metabase has a great visualization library. Moving from query to visualization is always as straightforward as pressing a button.


Who should attend Business Intelligence (BI) with Metabase?

  • Business Analysts
  • Technology and Business Architects
  • Administrators
  • Developers
  • Reporting Analysts
  • Data Analysts
  • Data Scientists
  • End Users
  • Business Users

Business Intelligence Training and Certification Course Benefits

Upon completion of the BI training course, you will be able to:

  • Gain an understanding of the Business Intelligence architecture
  • Make better decisions for your customers or businesses
  • Increase operational efficiency
  • Identify market trends
  • Find trade-offs and issues and provide solutions
  • Gain a competitive edge over business rivals


Training Syllabus

  1. 1.      BI Implementation methodology

1.1   Visualise

1.2   Planning and Architecture

1.2.1        Define Requirements

1.2.2        Analyse source systems and technical environment

1.2.3        Design Solution Architecture

1.3   Develop and Implement

1.3.1        Build Infrastructure

1.3.2        Database Development

1.3.3        Develop BI Applications

1.3.4        System Test

1.3.5        UAT

1.3.6        Documentation

1.4   Deployment

1.4.1        Deployment Readiness

1.4.2        Production deployment

1.5   Maintain

1.5.1        Administration and Monitoring

1.5.2        Performance Tuning


  1. 2.      Installing and Deploying Metabase

2.1   Overview of Metabase

2.2   Deploying Metabase on Cloud (AWS)

2.3   Setting Up Your Instance and Asking Questions of Your Data

2.3.1        Setting Up Metabase

2.3.2        Connecting to Databases

2.3.3        Building Your Data Model


  1. 3.      Creating Questions

3.1   Asking questions in Metabase

3.2   Asking a simple question

3.3   Asking a custom question

3.4   Creating a native query


  1. 4.      Creating Visualizations

4.1   Customizing plots

4.2   Creating bar plots, histograms and row plots

4.3   Plots with multiple dimensions or metrics

1.1   Exploring more visualizations in Metabase

1.2   Setting up alerts

1.3   Creating maps


  1. 2.      Creating Dashboards, Pulses, and Collections

2.1   Creating a simple dashboard

2.2   Adding filters to a dashboard

2.3   Adding Markdown to a dashboard

2.4   Creating pulses

2.5   Using MetaBot in Slack

2.6   Organizing everything in collections

2.7   Understanding permissions in collections


  1. 3.      Using the SQL Console

3.1   Introduction to SQL in Metabase

3.2   Creating Questions-as-Tables using SQL

3.3   Using variables in SQL queries

3.4   Creating saved SQL snippets


  1. 4.      Advanced Functionality and Paid Features

4.1   Advanced Features, Getting Help, and Contributing

4.1.1        Caching queries

4.1.2        Embedding and sharing externally

4.1.3        X-raying your data

4.1.4        Troubleshooting your Metabase instance

4.1.5        Getting help on Discourse

4.1.6        Creating issues and filling bugs on GitHub



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