Form analytics using Metabase X-Ray feature

Metabase xRay allows for generating basic analytics on click of a button from the database table. Please follow the steps below for setting up table analytics that can be used. The steps below having been provided at a logical level.

Features relevant to us

Auto generated breakup by coded fields
Can see line list for each breakup
Related tables can be mapped to logical names
Internal columns can be removed
Related table’s data can be seen from the line list (e.g. by clicking on Individual name)
In pie-chart form also see the percentage

Table configuration changes

Available from Admin ->> Table Metadata tab.

Remove visibility of fields that do not concern the user. Some you can remove from everywhere and some only in detail view (line list view).

Generate xRay

Find a table from data source
Click xRay
Choose more details
Save the dashboard automatically created. You can also move this to the right place using move option.

Dashboard changes

Keep voided filter. Set default = false
Remove other unnecessary generated filters.
Any field directly on the table/form can be added as filter.
Only one address filter can be added per table/dashboard (note that table metadata should be changed to map too).

Table configuration changes to make certain fields more useful

Metabase allows to map a foreign key field such that one can see a logical text instead of seeing a number. For example - individual_id can be mapped to Individual.first_name; address_id can be mapped to Address.Title.

Known Limitations

Cannot do percentage only totals (why? - https://avni.readme.io/docs/form-analytics-using-metabase-x-ray-feature) in non-pie chart form.
Once xRay dashboard is generated subsequent addition of fields will have to be manual, otherwise the previous changes will be lost.