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Metastasis

Metastasis(転移) is a tool for copying queries/dashboards to metabase.

Installation

Add this line to your application's Gemfile:

gem 'metastasis'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install metastasis

Usage

To execute metastasis, please run command below:

% metastasis apply [OPTIONS]

Options

  • -e, --enviroment: specity environment
  • -c, --config-file: specity config file path
  • -f, --definition-file: specity definition file
  • -t, --timezone: specity ActiveRecord timezone

Prepare

Please create a directory and place files in there like below. It is just an example. These file or directory names can be changed.

./metastasis
  ├ config.yml
  ├ Radiograph
  └ queries/
     ├ card1.sql
     ├ dashboard1.sql
     └ ...

Config

The format may change in the future.
Default config file name is config.yml. It contains the database connection information. Environments can be separated using the same format as dayabase.yml of rails.

In addition, this is not included in the normal rails' database.yml, but you can give a default value to the query definition by writing query_config and dashboard_config section. This is useful when you want to specify common values across queries and different values for different environments, such as database_id as seen from metabase.

default: &default
  adapter: postgresql
  encoding: unicode
  user: <%= ENV['POSTGRES_USER'] %>
  username: <%= ENV['POSTGRES_USER'] %>
  password: <%= ENV['POSTGRES_PASSWORD'] %>
  pool: <%= ENV.fetch("RAILS_MAX_THREADS") { 5 } %>
  port: 5432
  reaping_frequency: nil

development:
  <<: *default
  host: <%= ENV['POSTGRES_HOST'] %>
  database: metabase
  query_config:
    database_id: 1
  dashboard_config:
    collection_id: 13

staging:
  <<: *default
  host: <%= ENV['POSTGRES_HOST'] %>
  database: metabase
  query_config:
    database_id: 3
  dashboard_config:
    collection_id: 3
(...)

Definitions List

Default file name is Radiograph. For indexing and loading individually defined queries and dashboards.

require in this file resolves the path based on the directory where this file exists.

Card definitions must be required before Dashboard definitions for now.

require './queries/card1.query'
require './queries/card2.query'
.
.
.

require './queries/dashboard1.query'
.
.
.

Card Definition

It contains the DSL that defines the Card. The extension does not have to be .query.

register_card :unique_name_to_describe_card do |c|
  c.database_id 1
  c.collection_id 1
  c.name 'Reservations'
  c.query_type 'native'
  c.query <<~QUERY
    SELECT status, count(*)
    FROM reservations
    GROUP BY status
    [[ where DATE_TRUNC('day', created_at) = {{ apply_date }} ]]
  QUERY

  c.parameter :apply_date, type: 'date/single', display_name: 'Applied Date'
end

Dashboard Definition

It contains the DSL that defines the Dashboard. The extension does not have to be .query.

Definition order must be parameter > (layout > visualize).

register_dashboard :unique_name_for_dashboard do |c|
  c.name 'Dashboard Name'

  c.parameter :date, slug: :date, type: 'date/single'

  # settings for the card which has name `unique_name_to_describe_card`
  c.layout :unique_name_to_describe_card, col: 0, row: 0, sizeX: 10, sizeY: 8, parameter: { name: :date, target: :apply_date }
  c.visualize :unique_name_to_describe_card, graph: { dimensions: ['status'], metrics: ['count'] }
end

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/nobuyo/metastasis.

License

The gem is available as open source under the terms of the MIT License.

About

DaC(Dashboard as Code) for Metabase.

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