📊 Metabase Self-Learning Project

This repository documents my journey in exploring Metabase, an open-source business intelligence and analytics platform. The project includes:

• Connecting Metabase to a SQL Server instance (Xóm Data)
• Role-based access control via Telegram Bot
• Automatic report distribution via email
• Embedding dashboards into a local Node.js web app

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🔧 Project Setup

Prerequisites

• Docker installed and running
• SQL Server instance accessible
• Node.js and npm installed (for embedding)

🐳 Installing Metabase with Docker

docker run -d -p 3000:3000 --name metabase metabase/metabase

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🖼️ Step-by-step Setup Guide

1. Requesting an account via Telegram Bot
   

   A custom Telegram Bot is used to generate an account creation request.

2. Receiving account credentials via Gmail
   

   The system sends login credentials to the user's email after approval.

3. Connecting to SQL Server from Metabase
   

   Use the credentials to log into Metabase and connect to the SQL Server database.

4. Metabase Home View
   

   After logging in, this is the main landing interface where you can access databases, dashboards, and queries.

5. X-Ray View Feature
   

   Quickly generate summaries and insights from tables using the powerful X-Ray feature.

6. Creating SQL Parameters
   

   You can parameterize SQL queries to enable dynamic filtering in dashboards.

7. Using SQL Snippets
   

   Easily reuse code blocks and query templates with snippets support.

8. Building a Sample Dashboard
   

   Create your first dashboard by combining charts, filters, and saved questions.

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📬 Integration with Telegram & Email

• Use Telegram Bot to manage user permissions and broadcast report links.
• Configure alerts and automated report delivery via email from Metabase.

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🌐 Embedding Dashboards with Node.js

You can embed dashboards securely into a local web server using Node.js and Metabase embedding tokens.

🖥️ Install Node.js on Ubuntu:

sudo apt update
sudo apt install nodejs
node -v
sudo apt install npm

🚀 Setup Static Web Server

cd path/of/project
mkdir local-web
cd local-web
npm init -y
npm install express
mkdir public
cd public
# Add your embed page and server file here (e.g., server.js)
node metabase-embed.js

Embedding Flow:

9. Setting Embed Options in Metabase
   

   Configure embed settings (for static embedding in self-hosted setup).

10. Running Local Node.js Server
    

Use Express to serve the embedded dashboard via a local web server.

11. Final Embedded Result
    

The dashboard is now successfully embedded and viewable through your web page.

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📁 Project Structure

metabase-self-learning/
├── images/
│   ├── s01_get_account.png
│   ├── s02_receive_account.png
│   ├── s03_import_connection.png
│   ├── s04_home_view.png
│   ├── s05_xray_view.png
│   ├── s06_sql_editor_with_parameters.png
│   ├── s07_sql_editor_with_snippets.png
│   ├── s08_quick_sample_dashboard.png
│   ├── s09_embed_options.png
│   ├── s10_running_nodejs.png
│   └── s11_embed_result.png
├── local-web/
│   └── public/
│       └── metabase-embed.js
├── docker-compose.yml
├── README.md
└── LICENSE

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📚 Resources

• Metabase Documentation
• Telegram Bot API
• Express.js Guide

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📄 License

This project is licensed under the MIT License. See the LICENSE file for details.