Learning path
Metabase learning path: everything to study, topic by topic
Comprehensive Metabase assessment covering the question builder and custom columns, SQL native queries with variables and snippets, dashboard design with filters and click behavior, data model configuration and collection permissions, static and interactive embedding with API integration, and administration including caching, user management, and upgrade operations.
Short answer
To learn Metabase, work through 6 modules and 24 topics in the order they build on each other. It starts with Questions & Query Builder, then moves on to SQL Native Queries and Dashboard Design & Filters. Use the map as a checklist, or measure your level and study only what is missing.
What you will study
Topics are grouped by module. Open one to see its objectives and key concepts.
1 · Questions & Query Builder4 topics
Question Builder
Using Metabase's visual question builder to pick tables, apply filters, choose columns, and create simple or custom questions without writing SQL
Objectives
- Build questions using the visual query builder with appropriate filters and column selection
- Distinguish between simple questions and custom (notebook editor) questions
Key concepts
- simple question
- custom question
- filter
- column selection
- visual builder
- notebook editor
Custom Columns & Expressions
Creating custom columns using Metabase expressions, using built-in functions like concat, case, coalesce, date functions, and understanding expression syntax
Objectives
- Create custom columns with expressions to derive new fields from existing data
- Use conditional logic (case), string, and date functions in Metabase expressions
Key concepts
- custom column
- expression
- concat
- case
- coalesce
- date functions
Summarize & Group By
Aggregating data with Summarize (count, sum, average, distinct, min, max), grouping results by dimensions, temporal bucketing, and multi-level grouping
Objectives
- Aggregate data using Summarize with appropriate metrics and grouping dimensions
- Apply temporal bucketing for time-series analysis in the visual builder
Key concepts
- summarize
- count
- sum
- average
- group by
- temporal bucketing
Visualization Types
Choosing the right visualization type (line, bar, pie, table, number, map, funnel, waterfall, scatter, trend), formatting options, and visualization settings
Objectives
- Select the most effective visualization type for different data patterns and audiences
- Configure chart formatting and visualization settings to improve readability
Key concepts
- line chart
- bar chart
- pie chart
- table
- number
- visualization settings
2 · SQL Native Queries4 topics
Native SQL Queries
Writing raw SQL queries in Metabase's native query editor, understanding query execution, result column mapping, and when to use native queries vs the visual builder
Objectives
- Write native SQL queries in Metabase and map results to visualizations
- Evaluate when native SQL is more appropriate than the visual query builder
Key concepts
- native query
- SQL editor
- query execution
- result mapping
- SQL vs visual builder
- autocomplete
SQL Variables & Filters
Template tags ({{variable}}), variable types (text, number, date, field filter), optional clauses with [[optional]], and connecting variables to dashboard filters
Objectives
- Create parameterized SQL queries using template tags and variable types
- Implement optional filter clauses and connect variables to dashboard filter widgets
Key concepts
- template tag
- field filter
- optional clause
- variable type
- dashboard filter connection
- parameterized query
SQL Snippets
Creating and managing reusable SQL snippets, snippet folders for organization, sharing snippets across the team, and snippet permissions
Objectives
- Create and organize reusable SQL snippets to reduce duplication across queries
- Manage snippet access and sharing within the team
Key concepts
- SQL snippet
- snippet folder
- reusable SQL
- snippet permissions
- team sharing
- snippet management
Query Results & Actions
Working with query results — sorting, filtering, pivoting, downloading as CSV/XLSX, creating models from saved questions, and using question-level actions
Objectives
- Manipulate query results using sorting, filtering, and pivoting features
- Convert saved questions to models and understand the model abstraction layer
Key concepts
- result sorting
- pivot table
- CSV export
- model
- question actions
- result filtering
3 · Dashboard Design & Filters4 topics
Dashboard Layout & Design
Creating dashboards, arranging cards in a responsive grid, using text and heading cards, tabs for multi-page dashboards, and layout best practices
Objectives
- Design effective dashboard layouts using the responsive grid system and tabs
- Apply best practices for card arrangement, sizing, and visual hierarchy
Key concepts
- dashboard grid
- card arrangement
- text card
- heading card
- tabs
- responsive layout
Dashboard Filters
Adding filter widgets (time, location, ID, text, number), wiring filters to cards, default filter values, cross-filtering between cards, and linked filters
Objectives
- Configure dashboard filter widgets and wire them to the correct card columns
- Implement cross-filtering and linked filter behavior between dashboard cards
Key concepts
- filter widget
- filter wiring
- default value
- cross-filtering
- linked filters
- filter types
Click Behavior & Actions
Configuring click-through actions on dashboard cards — linking to other dashboards, passing filter parameters on click, custom URL destinations, and action buttons
Objectives
- Configure click behavior to enable drill-through navigation between dashboards
- Set up custom URL destinations and pass filter parameters via click actions
Key concepts
- click behavior
- drill-through
- filter passthrough
- custom URL
- action button
- cross-dashboard link
Subscriptions & Alerts
Dashboard subscriptions via email and Slack, scheduling delivery frequency, conditional alerts (goal line alerts), and pulse configuration
Objectives
- Configure dashboard subscriptions with appropriate delivery schedule and recipients
- Set up conditional alerts that notify users when data crosses defined thresholds
Key concepts
- subscription
- email delivery
- Slack integration
- schedule
- alert
- goal line
4 · Data Model & Permissions4 topics
Table Metadata
Editing table metadata in Metabase admin — display names, descriptions, visibility (hidden, technical-only), field ordering, and database sync scheduling
Objectives
- Configure table metadata to improve discoverability and self-service analytics
- Manage table visibility to hide technical or staging tables from end users
Key concepts
- table metadata
- display name
- description
- visibility
- hidden table
- database sync
Field Types & Semantics
Semantic field types (entity key, foreign key, category, city, latitude, etc.), field filtering behavior, remapping display values, and field-level formatting
Objectives
- Assign correct semantic types to fields to enable smart filter behavior and X-ray insights
- Configure field remapping and formatting for improved data presentation
Key concepts
- semantic type
- entity key
- foreign key
- category
- remapping
- field formatting
Collection Permissions
Organizing questions and dashboards in collections, setting collection permissions (curate, view, no access), personal collections, and official collections
Objectives
- Design a collection hierarchy with appropriate permission levels for multi-team access
- Implement official collection badges and personal collection policies
Key concepts
- collection
- curate permission
- view permission
- personal collection
- official collection
- permission inheritance
Data Sandboxing
Row-level security via data sandboxes, filtering data by user attributes, sandboxing strategies (basic vs custom), and multi-tenant data isolation
Objectives
- Implement data sandboxes to enforce row-level security based on user attributes
- Choose between basic and custom sandbox strategies for multi-tenant data isolation
Key concepts
- data sandbox
- row-level security
- user attribute
- basic sandbox
- custom sandbox
- multi-tenant
5 · Embedding & API4 topics
Static Embedding
Embedding questions and dashboards as static iframes using signed JWTs, controlling appearance parameters, and limitations of static embeds
Objectives
- Implement static embedding with signed JWTs and proper parameter configuration
- Understand the limitations of static embedding vs interactive embedding
Key concepts
- static embed
- signed JWT
- iframe
- appearance parameters
- embed token
- read-only embed
Interactive Embedding
Full interactive embedding with SSO, custom themes, pre-filtered dashboards, user-level permissions in embedded views, and embedding SDK
Objectives
- Deploy interactive embedding with SSO authentication and user-level permissions
- Customize embedded Metabase with themes, pre-filters, and white-label options
Key concepts
- interactive embed
- SSO embedding
- custom theme
- pre-filtered
- embedding SDK
- white-label
REST API Endpoints
Metabase REST API for card, dashboard, collection, and database endpoints, session authentication, API keys, and programmatic query execution
Objectives
- Use the Metabase REST API to programmatically manage cards, dashboards, and collections
- Authenticate API requests and execute queries programmatically
Key concepts
- REST API
- card endpoint
- dashboard endpoint
- session auth
- API key
- programmatic query
Embedding Authentication & Security
JWT-based embed authentication, token expiry and refresh, user attribute mapping for sandboxed embeds, CORS configuration, and security best practices
Objectives
- Implement secure embedding authentication with proper JWT handling and token rotation
- Configure CORS and user attribute mapping for multi-tenant embedded deployments
Key concepts
- JWT auth
- token expiry
- user attribute mapping
- CORS
- security best practices
- embed secret key
6 · Administration & Operations4 topics
Database Connections
Adding and configuring database connections (PostgreSQL, MySQL, BigQuery, Redshift, etc.), connection pooling, SSL configuration, and SSH tunneling
Objectives
- Configure database connections with proper security (SSL, SSH tunnel, read-only user)
- Optimize connection pooling and sync scheduling for production workloads
Key concepts
- database connection
- connection pool
- SSL
- SSH tunnel
- sync schedule
- read-only user
Caching & Performance
Query result caching strategies, cache invalidation, per-question cache TTL, database-level cache configuration, and query performance optimization
Objectives
- Configure caching strategies to balance data freshness and query performance
- Diagnose and optimize slow queries using Metabase's audit tools
Key concepts
- query cache
- cache TTL
- cache invalidation
- performance optimization
- slow query
- database cache config
User & Group Management
User provisioning, group-based permissions, LDAP/SAML/SSO integration, Google auth, API provisioning, and user deactivation policies
Objectives
- Design a group-based permission model integrated with enterprise SSO providers
- Implement user provisioning and deactivation policies for organizational compliance
Key concepts
- user provisioning
- group permissions
- LDAP
- SAML
- SSO
- Google auth
Upgrade & Operations
Metabase version upgrades, application database migration, backup and restore, Docker and JAR deployment, environment variables, and operational monitoring
Objectives
- Plan and execute Metabase version upgrades with proper backup and rollback procedures
- Configure and manage Metabase deployments using Docker or JAR with appropriate environment variables
Key concepts
- version upgrade
- database migration
- backup restore
- Docker deployment
- JAR deployment
- environment variables
Levels: Junior, Mid, Senior, and Expert
Explain it in your own words
Graded by AI · no account · 1 questionNo options to guess from: you write, the AI grades against the topic's rubric and tells you what level your answer reads at.
Already studying Metabase?
The assessment measures topic by topic, and your plan skips what you already know.
Open to read. An account is only needed to be measured.
Frequently asked questions
Where should I start studying Metabase?
Start with Questions & Query Builder: Question Builder, Custom Columns & Expressions, and Summarize & Group By. The map orders topics by what they depend on, so each one prepares the next.
How long does a full Metabase assessment take?
A full assessment of this path takes about 45 minutes. Study time depends on where you start; a diagnostic shows which topics you can skip.
Do I need an account to use this page?
No. The map, objectives and key concepts are open. You only need an account to be measured, get your gap by topic and receive a plan.