Metabase Salesforce



Metabase Salesforce

  • IIS Metabase; Some of these items are only included if the specified service is installed (AD, IIS, Certificates). (Details are online. TechNet: Server 2003/2003R2. MSDN: Server 2003/2003R2.TechNet forums: Server 2008. MSDN: Server 2008 and upwards).
  • KNIME Analytics Platform. KNIME Analytics Platform is the free, open-source software for creating data science.

IIS Metabase; Some of these items are only included if the specified service is installed (AD, IIS, Certificates). (Details are online. TechNet: Server 2003/2003R2. MSDN: Server 2003/2003R2.TechNet forums: Server 2008. MSDN: Server 2008 and upwards). Product Product Overview Panoply is a fully end-to-end cloud data warehouse and management service.; Pricing Simple and transparent pricing.; Why Panoply Everyone wins when data flows freely.

How do you begin combining data from cloud applications with your internal databases to gain insight into your business? Maybe your organization has already standardized on Metabase as your analytics tool, but you're still learning about using it with multiple data sources.

To analyze data from diverse sources, you need a data warehouse that consolidates all of your data in a single location. Most businesses take advantage of cloud data warehouses such as Amazon Redshift, Google BigQuery, or Snowflake.

You can extract data that you have stored in SaaS applications and databases and load it into the data warehouse using an ETL (extract, transform, load) tool. Once the data is available, your analysts can use it to create reports. In this post, we'll look at how to start from scratch and create a report using Metabase, an open source business intelligence (BI) tool that's free to download and use.

Metabase's visual query builder lets you generate simple charts and dashboards, or you can use SQL to create more complex visualizations, as we'll do here. Each query starts by clicking a button to 'ask a question.' Metabase is simpler than tools like Tableau and Power BI, offering fewer features, but it's correspondingly simpler to learn.

Metabase

Reporting, data warehouses, and ETL

Metabase can run in the environment of your choice via a Docker image, on AWS Elastic Beanstalk, or on Heroku, or you can run it as a native application on macOS or as a Java jar file. I used macOS version 0.31.1.

Per its FAQ, 'Metabase is primarily meant to work with actual databases.' If you want to analyze data in SaaS platforms, the developers 'suggest that you use other tools to build a data warehouse with the data you need.'

That's what we'll do with Stitch, a simple, powerful ETL service for businesses of all sizes, up to and including the enterprise. It can move data from dozens of data sources. Sign up and you can be moving data to a data warehouse in five minutes. Choose at least one of Stitch's integrations as a data source. Most businesses get more value out of their data as they integrate more data sources; for our example, we'll look at data from two separate sources.

Setting up a data warehouse

SalesforceMetabase

I used some of Stitch's real data to build a data visualization for this post. Specifically, I was curious to see how many support conversations came from each of Stitch's pricing tiers. To find out, I'd need to use billing data stored in Salesforce and join it with support conversation data from Intercom to create a visualization of support conversations.

My first step was to set up a BigQuery data warehouse to store the data from the two SaaS platforms. Following our documentation, I added to my Google user the permissions that Stitch would need to load data to BigQuery.

Using Stitch makes extracting data from a source and loading it into a data warehouse easy. I logged in to Stitch and added new integrations for Salesforce and Intercom, following the instructions in our documentation. From Salesforce I selected the Account table to replicate. Stitch's Intercom integration automatically extracts data from all available tables. From both, I chose the period from which to replicate data.

Once I'd set up my integrations I added BigQuery as my destination and specified a BigQuery project name. Within a few minutes, Stitch extracted the data I specified and loaded it into BigQuery.

Building a sample report

Next I turned to Metabase.

To start, I clicked on Metabase's settings icon, then Admin. I chose Add a Database and entered the names of my BigQuery project ID and other information, which I obtained from the BigQuery dashboard. As part of that process I had to generate an OAuth 2.0 Client ID and Client Secret — a simple process that involved entering some simple information on a screen connected to a Click here link. Similarly, I generated an Auth Code by providing my Google authentication information.

Once you have a database to work with, you can 'ask a question' in one of three ways:

If you choose Metrics, Metabase directs you to create segments and metrics from its admin panel. You can choose Custom for slightly more complex queries on a single table. I wanted to join data from two tables, but a Metabase blog post says:

Our goal with Metabase has always been to provide a way for non-technical users to answer their own questions in a self-serve manner. While joins are a great tool that a skilled analyst or programmer might reach for, we will be trying to add features that expose a highly specific, easily understood operation that someone who isn't SQL fluent would understand.
Metabase

Fortunately, we're SQL-fluent around here. I chose Native Query, which lets you paste in SQL code.

A look at the Intercom schema showed me that to associate the number of conversations with the Stitch customer ID, I'd need to join the Intercom Users and Conversations tables. The Users table contains a field called companies that contains information about the companies a given user is associated with. That field is a list that could contain multiple values – a nested data structure, in other words. Many data warehouses don't support nested data structures, but BigQuery does. It stores each list in an array.

Metabase Salesforce Download

Retrieving data from a nested data structure is tricky if you're used to working with fully normalized data. My colleague Erin, Stitch's senior technical documentation manager, set me on the right path with this query:

The SQL UNNEST operator takes an array and returns a table, with one row for each element in the array.

To get the plan tier information from our Salesforce Account table, I created another query:

I used those those queries, along with data from Intercom's Conversations table, to retrieve the data I wanted, joining Intercom and Salesforce data. I used a case clause to consolidate data from monthly and annual billing plan into a single bar for each pricing tier:

Running this query in the BigData console gave me the data I wanted. Pasting it into Metabase gave me a table of data. To turn it into a visualization, I selected Bar from the Visualization drop-down and chose tier as the X axis. The result was a useful visualization.

Metabase lets you customize bar colors and axis labels. When you're satisfied with your visualization, you can save it in a collection and publish it to a dashboard that other users can share.

So there you have it – a quick walk through the process of using an ETL tool like Stitch to move data from multiple sources into a data warehouse, then report on it using Metabase. Sign up for a free trial of Stitch and start creating your own.

What is Metadata in Salesforce?

Metadata Definition:- Metadata in Salesforce describes the structure of objects and their fields, as well as the page layouts associated with them. Metadata describes many more structures in Force.com. In this salesforce Tutorial we are going to learn about What is Metadata, what is metadata it’s meaning and definition, metadata API types in Salesforce and how metadata is useful?

Define metadata:- Metadata is a simple lightweight language which based on XML (Extensible Markup Language). Metadata in Salesforce describes the structure of salesforce.com and Force.com development artifacts. Instead of the traditional development approach of code-compile-package-deploy, with Force.com you only need to code. The magic here is that the metadata is zipped and transferred to the Force.com servers (much faster than uploading compiled code) where it is unzipped and compiled on your behalf. Not only is this super fast, but your changes are immediately available through any web browser, and there’s no downtime at all.

What is metadata API.

In Salesforce, metadata types names are case sensitive and does not allow correspond directly to their related data types. Here are the some of the Metadata Types check the following.

AccountSettingsActionLinkGroupTemplateActionOverride
AddressSettingsAnalyticsSnapshotApexClass
ApexPageApexTriggerAppMenu
ArticleTypeAssignmentRulesAuthProvider
AutoResponseRulesBaseSharingRuleBusinessHoursSettings
CallCenterCaseSettingsCertificate
CompanySettingsCommunity(Zone)CompactLayout
ContractSettingsCorsWhitelistOriginCriteriaBasedSharingRule
CustomApplicationComponent CustomFeedFilter CustomFiled
Custom Metadata CustomLabels CustomObject
CustompageWeblink CustomPermission CustomSite
Dashboard DataCategoryGroup DelagateGroup
EmailTemplate Keywordlist Layout

What is metadata used for – features and benefits.

  1. Force.com is a Metadata driven Architecture hence it enable multitenant applications.
  2. In Salesforce.com everything is exposed to developers and application users is internally represented as metadata.
  3. Metadata is a key ingredient of Force.com applications, the platform’s runtime engine must optimize access to metadata.
  4. Frequent metadata access would prevent the platform from scaling so metadata in Salesforce is used.
  5. Force.com uses metadata caches to maintain the most recently used metadata in memory.
  6. Metadata avoids performance sapping disk I/O and code recompilations.
  7. Metadata improves application response times.

Storing Application metadata.

Metabase Salesforce Cloud

In Salesforce.com, custom objects are used to store custom data which stores application metadata Metadata can be managed by custom objects. Custom settings are managed by the following settings.

  • Go to Setup=>App Setup=>Develop=>Custom Settings.

What is Salesforce Metadata API?

Salesforce metadata APIis used to manage our application customizations programatically as well as export and migrate meta data. Force.com Migration tools uses Metadata API to retrieve and modify our organization structure. Salesforce.com has made this asynchronous API available to users so that you can build your own client applications on top of it. Salesforce metadata API can be used by downloading WSDL document. To download Metadata WSDL(Web Services Description Language) follow the steps given below.

  • Go to Setup -> Develop -> API -> Download Metadata WSDL.

Now a new page will be opened which displays Salesforce WSDL and Client Certificates and click on Generate Metadata WSDL link.

Metabase Salesforce Login

In our upcoming Salesforce tutorial we learn about What is metadata management and what is metadata in Java.