We recommend using Meltano as hosted software (SaaS), but if you prefer to host Meltano yourself please see our open source installation instructions.
To create your Meltano account fill out the signup form and we will email you login information.
Once you've logged into Meltano, you'll begin on the Data page to connect your data sources.
Choose a data source to connect, fill in the form with your authentication details, and then save.
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.
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.
Some of our popular data source connectors include:
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.
While exploring the Analyze page, you can also modify:
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.
Once we click
Save, we should see the upper left "Untitled Report" change to our new report name.
And with that, our analysis has been saved!
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.
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.
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.
We can also visit the Dashboard directly by clicking on the
Dashboard navigation item in the header, which shows our 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.
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:
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.
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.