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feat: add detailed steps on adding public analytics links to Hasura #3811

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Oct 16, 2024
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14 changes: 13 additions & 1 deletion doc/how-to/how-to-setup-metabase-for-a-new-team-or-service.md
Original file line number Diff line number Diff line change
Expand Up @@ -58,4 +58,16 @@ _This happens after a team lets us know that a service is going live._

5. Add the dashboard, private and public links to the OSL internal 'Analytics overview' Notion page (PlanX > Analytics overview).

6. To add the link to the editor, update the `flows.analytics_link` column in Hasura with the public URL (generated in step 4), for each flow a dashboard has been generated for.
### Adding a public link to the editor

1. Log into Hasura `hasura.editor.planx.uk/console` with Cloudflare WARP on.

2. Get the flow ID from the editor (with the service open in the editor, view the console: the ID is the code that follows `connecting to...`)

3. In Hasura, go to `public` → `flows` -> `Add` a filter -> `id equals flow ID` -> `Run query` (double check it's the correct flow you've selected). With the selected flow, click on the 'edit' icon.
![Screenshot - Edit the selected flow in Hasura](./images/setup-metabase/edit_flow_in_hasura.png)

4. Add the public Metabase link generated above to the `analytics_link` field and click save.
![Screenshot - Add the public Metabase dashboard link](./images.setup-metabase/update_analytics_link.png)

The dashboard should now be linked from the editor and the analytics icon should no longer be greyed out.
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