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Author SHA1 Message Date
Metabase Automation
4aa474e427 Optimized 1 images, saved 55.5 KB (35.2% smaller) 2025-09-30 14:58:14 +00:00
jeff bruemmer
85049c1474 do stuff 2025-09-30 09:36:22 -04:00
jeff bruemmer
11f0cdfec3 document layout 2025-09-29 17:15:33 -04:00
2 changed files with 27 additions and 5 deletions

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@@ -42,9 +42,9 @@ If however, you delete the document's copy, that copy is permanently deleted. It
### Charts generated by Metabot only exist in the document
If Metabot generates a chart, Metabase saves that question to the document itself. If you delete it, it's gone forever. You won't be able to recover the question from the trash.
If [Metabot](../ai/metabot.md) generates a chart, Metabase saves that question to the document itself. If you delete it, it's gone forever. You won't be able to recover the question from the trash.
### Editing charts
## Editing charts
To edit a chart, click the **three-dot** menu in the chart's upper right. You can:
@@ -54,6 +54,22 @@ To edit a chart, click the **three-dot** menu in the chart's upper right. You ca
Edits only affect the chart in the document. If you added the chart from a collection, Metabase will have created a copy of the chart. Any changes made to the chart in the document won't affect the original question.
## Arranging charts
![Document layout](./images/document-layout.png)
To rearrange charts, simply click and hold on the chart and drag it to where you want it in the document.
You can put up to three charts side by side (more than three charts side-by-side gets crowded). To resize charts, you can click on the edges to adjust their size.
When there are multiple charts in the same row, you can resize them horizontally by clicking between the charts and sliding left or right to resize.
To resize a chart's height, click the bottom of the chart and resize the chart up or down.
For now, you can only put charts side-by-side (not text elements).
After arranging your charts, save your changes!
## Formatting text
Documents support Markdown syntax for:
@@ -71,9 +87,13 @@ If you paste a link into a document, Metabase will turn it into a clickable link
## Commenting on documents
To comment on a document, click the chat bubble next to the section you want to comment on.
To comment on a text element, click the chat bubble next to the section. You can only comment on whole sections; you can't highlight text to comment on.
You can comment on whole sections like charts, headings, or text blocks. You can't highlight portions of text to comment on.
To comment on a chart:
1. Hover over the chart.
2. Click the three-dot menu.
3. Select **Comment**.
You can:
@@ -84,7 +104,9 @@ You can:
### Comment notifications
If someone mentions you in a thread, or responds to a comment in a thread you're in, Metabase will send you an email to let you know. Currently, there's no central place to view all of your threads and mentions, and no way to disable email notifications for comments.
If someone mentions you in a thread, or responds to a comment in a thread you're in, Metabase will send you an email to let you know.
Currently, there's no central place to view all of your threads and mentions, and no way to disable email notifications for comments.
### Deleting comments