This page received its last significant update on 4/30/2020

Since then, there have been some significant changes to our strategy, direction, and focus, so statements and recommendations may be outdated and not all examples may work.

The most up to date information can be found on the homepage, as well as any pages that don't show this warning.

If you encounter any inaccuracies, we welcome you to help us improve this page or submit an issue.

Analysis

Install Meltano

Follow the steps under Installation to install Meltano locally or in the cloud.

Set up Meltano

Follow the steps under Getting Started to create your first project, set up a loader, and start the UI.

Connect Data Sources

Once you're inside the Meltano UI, you'll begin on the Connections page to connect your data sources.

Meltano UI with all extractors not installed initial loading screen

Supported data sources

The following data sources are fully supported by Meltano UI, from setting up your connection to creating reports and sharing dashboards:

Don't see your data source here?

Additional data sources are available when using the command line interface.

You can also easily add any existing Singer tap as a custom extractor or create your own from scratch.

Connecting a data source

Choose a data source to connect (we'll use Google Ads in this example), fill in the form with your authentication details, Test Connection to ensure everything is on order, and then hit Save.

Example of Google Ads docs appearing next to configuration form

Once saved, we automatically start data extraction for you. The extraction time varies based on the data source and Start Date setting that you previously selected. You can follow along with the progress through the Run Log modal that will appear, but extraction will continue in the background even if you close this view. Once complete you can click the Explore button to start exploring the imported data.

Example of Google Ads extraction log and explore button

On the Explore page for the data source in question, you will find all of the Dashboards, Reports, and Report Builders that come with it out of the box. How to use these will be covered in more detail in the next section.

Example of Google Ads explore page

On the Pipelines page, you can see the pipeline that was automatically created for the data source you have added. You can modify its update interval to ensure the data in your dashboards and reports is always up to date, trigger a manual run, or access the log for the latest update run to troubleshoot potential issues.

Pipelines page

In this example, we have used Google Ads, but the process looks the same for all of the supported data sources.

Explore Your Data

Congratulations! Now that you have connected a data source and successfully imported the initial dataset, we are now ready to explore and analyze the data!

On the Explore page for the data source in question, you will find all of the Dashboards, Reports, and Report Builders that come with Meltano out of the box. Once you start creating your own reports and dashboards, they will show up here as well.

Example of Google Ads explore page

To help you get started, the Meltano team has used the report builders to build a number of reports for common metrics and dimensions, that can be found on the dashboards.

Example of Google Ads dashboard

Of course, these may not be the exact reports you're interested in, and you can dig deeper into your data by using the Report Builder, which allows you to dynamically build queries and visualize your data. You can access it either by choosing a specific Report Builder on the Explore page, or by hitting the "Edit" button on an existing report.

Report Builder

In the Query panel on the left, you can select the columns (dimensions) and aggregates (metrics) you would like to show in the table and graph. You can also specify a limit (the maximum number of rows/data points), set one or more filter, or view the generated SQL for the query in question.

Report Builder with extra aggregates

You can also change the date range using the date picker in the top right.

Report Builder with date picker

Additionally, you can change the chart type using the button on the top right of the chart, and change the sorting of your data using the header cells in the table below the graph.

Save Reports

When we find an analysis that we want to reference in the future, we can easily do this by saving the analysis as a report using the Save Report button in the top right.

Note that if you are editing an existing report, clicking "Save Report" will update the report in question. To create a new report with the changes, click the arrow to the right of "Save Report". In the dropdown that will open up, you can choose a new name for the report.

Save Report dialogue for naming the report you want to save

Once we click Save, you should see the new name reflected in the top left of the report builder interface, and our analysis has been saved!

You can now find the report on the "Explore" page for the data source in question.

Add Reports to Dashboards

As you acquire more reports, you will probably want to organize them via dashboards. This can be done by clicking on the Add to Dashboard button in the toolbar. You will see all existing dashboards listed here, as well as the option to create a new one.

Dropdown menu for adding report to dashboard

To add a report to an existing dashboard, simply click the checkmark by the appropriate name. To create a new dashboard, click the Create Dashboard button. In the dropdown that will open up, you can choose a new name for the dashboard.

New dashboard dialog for configuring the dashboard

Once we click Create, we can verify that our report has been added to the Dashboard by opening the Add to Dashboard menu.

Confirmation that our report is added to the dashboard

We can find the newly created dashboard on the Dashboards page you can find in the navigation bar.

Dashboard page with newly created dashboard

Once we select it, you will see the dashboard you created. You can repeat the above process to add more reports to the same and/or different dashboards.

Dashboard with the saved Report

Share Reports and Dashboards

Once you've created reports and dashboards, you can easily generate a read-only link or embed snippet using the Share button on the top right of the report or dashboard.

Sharing reports and dashboards

Using this link, anyone will be able to view the report or dashboard in question without needing to sign in to your Meltano instance, but they will not be able to make any changes. If you update the dashboard or report after the fact, or if new data is loaded into Meltano, the content at the shared link will automatically be updated as well.

Next Steps

You have now set up a complete end-to-end data to dashboard sales funnel analysis solution with Meltano! ๐ŸŽ‰

Next, you'll want to make sure that all of your data sources are connected to Meltano, so that you can build your own high-level dashboards with reports for those metrics you care most about.

And if the report youโ€™re looking for is not yet included with Meltano by default and cannot easily be created using the report builder, please let us know and we'll gladly build it for you!