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.
Updated about 2 months ago