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In the previous tutorial,

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we learned how to use Infigo data
within Metabase to create a question

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and obtain some data in a format
that we desire.

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This tutorial covers
a very similar process.

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However, instead of the final data
displaying either a table of values

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or a single value were instead
see how we can

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choose between a range of different
visualization types such as pie charts,

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bar graphs, line graphs, and other

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things like that.

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So we'll start off
by creating a new question

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and formatting the data
we want within that question.

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Okay, new question.

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As with before,

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we need to choose the datasets
that we want to utilize to formulate

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this question.

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We've got previous saved questions, so
if you want to reference previous datasets

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that you've already formatted, or
we can just go directly for our raw data

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that will take us to a list

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of data tables
that we have available from our database.

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And then we're just going to select
the relevant entry, which in my case,

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as we're still making something
to do with order data,

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will just be the order table.

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As in the previous tutorial,
we're going to refine the dataset

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to only display data
from one storefront on our platform.

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So I'm going to go ahead
and click on Add Filters, search

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for my relevant field I want to filter
by which in my case is storefront ID

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and then enter the relevant
filtering data.

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So with the current configuration,
the question will potentially return

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quite a lot of order data.

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So we see we've got a lot of the different
columns, a few different orders.

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We could potentially have hundreds
or thousands of entries in here,

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which may be way
more data than we require.

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But summarize feature

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allows us to simplify provided data

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and view it in a much more user
friendly way.

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So we now case will take the total column
data from the order data table

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and we'll ask it to merge the total of
any orders that were done on the same day.

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But just to clarify what that is.

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I can scroll

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across to be created dates
and what we wanted to do is to merge these

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so that it's summing
all of the order totals

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that occurred in the same day.

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so I'm going to go and summarize

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sum of Total,

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which is our relevant column.

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Now, if you left it like this,
it would likely give us a result

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of a single value, the same as we saw
in the previous tutorial.

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However, we don't want to do that.

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As we said, we want to filter it by day
and group than by day.

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So we can do this with this second section
here, which is to pick a column

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to group by.

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If I go through that and search
for created

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date, it's
automatically merged it by week.

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But we can merge it by a different time
frame

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as it recognizes
it as a date and time input.

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So it could be minutes, hour,
day, quarter year, whatever you wanted.

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In this case, I'll do day.

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Now what we'll find if I click Visualize,

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it's still using
that same refined dataset,

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but because it's refined it down
to a particular level

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where Metabase things, it's suitable
for displaying on a graph.

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It's automatically showing
us that in a graph or a plot format,

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if you do want still see
the data as a table, you can get to this

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by clicking these toggle icons
at the bottom of your screen.

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There we go.

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We can see the relevant data created date
and sum of total.

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The Metabase system will display the data
in the way it deems most useful,

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and this could be as a table.

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A graph or other Visualization means.

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Our example question has resulted in
the data being displayed as a line chart,

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and this is showing us
a sum of total on the y axis

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for each of the days
that an order was taken.

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And this is a very useful dataset

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given our chosen data
that we want The display,

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it is possible to change the visualization
being used

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with a range of plots
available for selection.

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We get to these by clicking
on visualization down at the bottom left

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that will show as a panel
on the Metabase screen

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where the visualization
type can be changed.

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Now, whilst you can

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select any type within here,

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all invalid chart types
based on the current data

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all grayed out as you can see here,
and then all of the active ones,

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it will be able to display in some shape
or form.

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So let's try out a couple of alternative
visualizations here.

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I could do it as a bar chart

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the same data in a different format.

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I could do it as a pie chart

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for the sake of our example
and the way we want to display this data.

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I'm going to leave it as a bar chart.

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Now, each visualization
type has different display settings.

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You could control the appearance
of that particular plot.

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Whilst these are different
for each type of plots,

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they operate in a very similar
and very user friendly way.

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So altering the display settings

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will be demonstrated on the bar plots
that we're showing here.

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And whilst this provides almost the exact
formatted data we require,

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we can tidy this plot up somewhat
if we want to do so.

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So to actually modify
the appearance of this plot,

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I'm just going to go to settings
at the bottom of our screen

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that will open up a tab on the left
hand side

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where we will have
various relevant tabs available.

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The one is allowing us to change the data
that's being utilized on this plot.

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We have display options.

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So that allows us
to put things like trend lines.

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We can put values on there as well
if we wish to do so.

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And we've got an axes section.

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So if we want to change the labeling,
if we want to make the text

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that's been utilized a bit more compact
or user friendly,

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those kind of options
might be on the axis screen.

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So if, for example,
if I want to change the name of the Y axis

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and locate the Y axis section

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and just change the name

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on the x axis,
I might not want a date title.

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I can do that.

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And then within the data section
where we can choose the data,

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we want to utilize,

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we can also modify how the data
we've chosen is being displayed.

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So you see at the moment

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that we've got our green bars up here,
a very limited data set.

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However, we can change the color
that's been utilized.

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For example,

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we've got various different bits
of formatting or styling information

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just to change how that particular plot
appears.

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Okay, Once we're finished

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modifying the visuals of our charts,
we can click on Done.

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Data displayed on these charts
can be altered in numerous ways

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without necessarily having to go back
to the question specification screen.

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So for
example, at the bottom of the screen here,

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you can see that based on what we chose
in the initial filtering, it's showing me

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data from all time and it's showing it
by day.

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can also change

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the scale of the x axis.

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So let's say a week, for example,

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for any larger scale data changes,
you may need to hit the run button

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to refresh the data
that's being displayed.

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Once you have the correct data
in your desired format,

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we can save this question for later use
just with the save button

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from the top right

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into the relevant data.

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Select the Collection
in which you want to save

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this particular question

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and then click Save.

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As we saw in the previous tutorial,

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you do have the ability
to add immediately to a dashboard,

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but this will be controlled
in a later tutorial.