Getting Started

TIP

We recommend using Meltano as hosted software (SaaS), but if you prefer to host Meltano yourself please see our open source installation instructions.

Create Your Account

To create your Meltano account fill out the signup form and we will email you login information.

Get started with your free hosted Meltano dashboard

Connect Data Sources

Once you've logged into Meltano, you'll begin on the Data page to connect your data sources.

Meltano UI with all extractors not installed initial loading screen

Choose a data source to connect, fill in the form with your authentication details, and then save.

Example of GitLab 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. Once complete you can click one of the related data model buttons from which to build reports.

Example of GitLab extraction log and data model buttons

These buttons are also available via the Reports main navigation dropdown or via the Data page which now shows the corresponding data pipeline that was automatically created when you saved your connection.

Example of GitLab data model buttons on data page

Some of our popular data source connectors include:

See a full list of data sources here.

Analyze Your Data

Congratulations! Now that you have connected a data source, and run a successful pipeline for the dataset, we are now ready to analyze the data!

After clicking one of the aforementioned data model buttons, you will be on the Analyze page which contains an interactive user interface to allow you to dynamically build queries and visualize your data. By default, it will run a standard report.

You can explore and analyze the data by clicking on different Attributes in the Query side menu on the left hand side. Autorun is enabled by default to trigger live changes to the SQL queries which will update the chart dynamically.

Screenshot of Analyze page for GitLab

While exploring the Analyze page, you can also modify:

  • Date Ranges (upper right)
  • Filters (upper left of Query panel)
  • Different chart (upper right of Results panel)
  • Exploring table data and sorting data via column properties like ascending or descending (bottom right)

Create Reports

When we find an analysis that we want to reference in the future, we can easily do this by creating a report. This can be accomplished by clicking on the Save Report dropdown in the Analyze toolbar. This will open a dropdown with a default report name that is dynamically populated, but can be easily changed.

Save Report dialogue for naming the report you want to save

Once we click Save, we should see the upper left "Untitled Report" change to our new report name.

Saved report with a designated report name

And with that, our analysis has been saved!

Create Dashboards

As you acquire more reports, you will probably want to organize them via dashboards. This can be done by clicking on the new Add to Dashboard dropdown in the toolbar.

Dropdown menu for adding report to dashboard

Since we have never created a dashboard, click on New Dashboard, which will trigger a modal that contains a dynamically generated dashboard name that can be customized as desired.

New dashboard dialog for configuring the dashboard

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

Confirmation that our report is added to the dashboard

We can also visit the Dashboard directly by clicking on the Dashboard navigation item in the header, which shows our newly created Dashboard.

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 share them publicly. Click the share dropdown at either the dashboard or report level. The share options for each are:

  • Link (dedicated landing page)
  • Embed (code snippet to embed in a website)

Sharing reports and dashboards

Choose Data Update Schedule

To keep your data updated, you can change the update interval of a particular data pipeline on the Data page. This is how you automate data collection. Additionally, your reports and the dashboards that contain them will be dynamically updated based off this fresh data.

Changing update schedule

Next Steps

Now you have now setup a complete end-to-end data analysis solution with Meltano! 🎉

To learn about more Meltano recipes and functionality with our tutorials.

Last Updated: 3/24/2020, 11:06:54 PM