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Jeremy Martin | January 31, 2018

Analyze & Visualize your Fused Database with Metabase

 

Before I jump in here, I just want to say that with your credentials handy, connecting your Fusion Warehouse to Metabase takes hardly any time at all. It took me a hair under 14 seconds. And I'm rubbish with computers.

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Overview of Metabase

Metabase is an analytics tool which empowers analysts or business users to dive deeply into their data without needing a vast knowledge of SQL. Lightweight, fast, and free, for those who want to query and visualize, Metabase lets users save queries and add their favorite visualizations to a dashboard. 

Metabase is also good for teams. After a question has been added to Metabase, anyone with access can easily re-run, edit, or share it. This way, users can get a real-time view of what their co-workers are learning about with their data, allowing one data exploration to foster another. 

 

Using Metabase with your Fused Database

Your Fused Database is a normalized database of all objects, consolidated, de-duplicated and connected from multiple of your SaaS applications. 

You can connect your Fused Database to your Metabase account in a couple clicks by choosing to connecting a MySQL database and then plugging in your Warehouse Keys.

add your data

Here you see the fused objects in your database, including:

  • Company
  • Contact
  • Opportunity
  • Activity / Task
  • Ticket
fusion object list

 

If you're looking for a specific system, just type that in, too. For example, if I'm using HubSpot, I can find HubSpot Deal data pretty easily.

Screen Shot 2018-09-07 at 2.17.51 PM

This will return fields to me deal fields such as:

  1. hubspot1_deal_id, portalid, id, associated_company_ids,  associated_deal_ids
  2. hub_spot_campaign
  3. owner_assigned_date
  4. type, name, company_name
  5. amount, contract_price
  6. pipeline
  7. risk
  8. deal_stage, deal_owner, deal_type
  9. last_contacted, last_activity_date, last_modified_date
  10. close_date, next_steps, closed_won_reason

You can also filter any table you select. So here I've selected my Fused Owner table and now I have the ability to filter by fields such as email, name, and owner ID

Screen Shot 2018-09-07 at 2.35.44 PM

From here you can return raw data, a count of rows, and the number of distinct values. Or a custom expression.

 

Example 1

Tickets are historically difficult to report on. HelpScout, for example, doesn’t have a Company Object; its tickets are instead associated with Contact.

With Fusion, you could link Tickets to Contacts and Contacts to Companies, using the Contact_Ticket_Links, Company_Contact_Links, and Tickets tables. 

This you can do by selecting the tables and parameters, or running your own SQL query. For example: 

metabase sql query 

In Metabase, you could view the results returned either as a Table, Line, Area, Bar, Row Chart, Scatterplot, Pie chart, Map, or Funnel, and refresh data in near real-time. 

metabase line graph

By joining these three tables we are accessing the fused records, which has saved us a ton of time by automating the process of data ingestion and prep.

Example 2

Fusion also gives you access to raw records from your systems. This is valuable because during your analysis you might be running some queries with fused records in order to answer more complex questions, and others for reports to save running back and forth between multiple systems.

For example, we could query our Fused Database to see Salesforce Opportunities are marked closed for the year of 2017 and counted as monthly recurring revenue. 

fusion metabase analytics

Getting started with Fusion is easy. It takes just four steps:

1. Connect Your Data Sources. Connect your data from SaaS applications such as Marketo, HubSpot, Salesforce and NetSuite. In just a few clicks.

2. Fuse Your Data. Automate data matching, de-duplicating, resolving data conflicts and modeling object relationships for more real-time reporting and dashboards.

3. Warehouse Your Data Instantly. Automatically access and query your database via a cloud data warehouse.

4. Feed Analytics & BI tools. Enter your Warehouse Keys into your analytics platform and feed your favorite BI tools or dashboards -- including Tableau, Microsoft PowerBI, Amazon QuickSight, MetaBase, and more.

See for yourself what you can do with fused data.

 

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