Best practices for Model/question/source organization?

Tips and Tricks
1

Hi all,

We've just started using Metabase and already have some questions and dashboards live. But as our userbase grows, we run into challenges regarding security and governance.

Right now we have a collection with all sources, including questions, models, etc. and one collection with all dashboards.
But some questions are confidential (like revenue and HR) so not everyone should see them. Same story with dashboards.

Splitting up dashboards in separate collections for each department is fine.
However, I want to prevent splitting up questions into their departments' collection, as a lot of questions cover different departments and thus should be accessible by multiple departments.

What's the best practice of organizing all of this? How have you set up sources, questions, models, collections?

Thanks in advance! Loving the platform by the way.

1 Like
2

Can't you create the shared questions in a collection which is locked down but then embed the question into their relevant dashboards... if I understood the requirement right? That way you have secured questions but you can add them into a dash when you need them?

3

For someone to be able to see qustions in a dashboard, they also need permissions to see the collection with the questions in it.

I want to:

  • Have easier control from a development perspective, so ideally I'd have one collection with all the questions in Metabase.
  • Not have people see this collection, to prevent cluttering their environment and make it super user-friendly.