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Getting Started
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Jump Start Guide for Administrators
Jump Start Guide for Administrators
1. Getting Started
1.1 Setting Up Metric Insights Server
1.2 Connect to a Data Source
1.3 Manage Language Preferences
2. Creating Your First Elements
2.1 Admin Menu Options
2.2 Create a Simple Metric
2.3 Create a Simple Dimension
2.4 Create a Dimensioned Metric
3. Element Editors and Their Functions
3.1 Metric Editor Overview (v6.4.5)
3.2 Set Expiration Date for Metrics
3.3 Dataset Report Editor Overview
4. Managing Content
4.1 Create a Category
4.2 Create a Category with Subcategories
4.3 Change Tile Order in Category
4.4 Restore Folders via Trash Page
4.5 Restore Elements via Content Trash
4.6 Understanding Folders vs. Categories
5. Managing Groups
5.1 Creating a Group
5.2 Assigning Privileges and Permissions to the Group
5.3 Logging In To Different User's Account
6. Getting Technical Support
6.1 Getting General & Technical Support
6.2 Onboarding Content: Best Practices
Topics
1. Getting Started
3
1.1 Setting Up Metric Insights Server
1.2 Connect to a Data Source
1.3 Manage Language Preferences
2. Creating Your First Elements
4
2.1 Admin Menu Options
2.2 Create a Simple Metric
2.3 Create a Simple Dimension
2.4 Create a Dimensioned Metric
3. Element Editors and Their Functions
3
3.1 Metric Editor Overview (v6.4.5)
3.2 Set Expiration Date for Metrics
3.3 Dataset Report Editor Overview
4. Managing Content
6
4.1 Create a Category
4.2 Create a Category with Subcategories
4.3 Change Tile Order in Category
4.4 Restore Folders via Trash Page
4.5 Restore Elements via Content Trash
4.6 Understanding Folders vs. Categories
5. Managing Groups
3
5.1 Creating a Group
5.2 Assigning Privileges and Permissions to the Group
5.3 Logging In To Different User's Account
6. Getting Technical Support
2
6.1 Getting General & Technical Support
6.2 Onboarding Content: Best Practices
Other Resources
Getting Started
4
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows
Getting Data
9
Connecting to Data Sources
Sourcing Data from Plugin Data Sources
Sourcing Data from SQL Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services
Creating Content
8
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Apps (Portal Pages)
Concierge Service
User Maps
Alerting
1
Alerting
Collaboration and Sharing
3
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations
System Administration
11
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Customer Portal
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes