Metabase

You can connect your Frappe Cloud database to Metabase to explore data, build dashboards, and create interactive reports using your ERP data.

Step 1: Create a Database User

Generate a read-only database user for your Frappe Cloud site using the Database Users and Permission Manager.

1. Create a read-only database user.
2. Wait a few seconds for the configuration to complete.
3. Click View Credential to view the connection details.

Keep the following information ready, as it will be required when configuring Metabase:

• Server Name
• Port
• Database Name
• Username
• Password

Step 2: Add the Database in Metabase

1. Open your Metabase Dashboard.
2. Click Add Database.
3. Select MySQL as the database type.
4. Enter the database credentials generated in the previous step.

Configure SSL

For a secure connection:

• Enable Use a Secure Connection (SSL).
• Download the server SSL certificate chain.
• Open the certificate file in a text editor.
• Copy the certificate contents and paste them into the Server SSL Certificate Chain field in Metabase.

Step 3: Save the Connection

After entering all the required information:

1. Click Save.
2. If the connection is successful, the database will appear in your Metabase database list.

Step 4: Wait for Schema Synchronization

Metabase automatically scans your database after the connection is created.

Allow a few minutes for the schema synchronization to complete. Once finished, you’ll be able to browse your database tables and view their metadata.

Next Steps

After synchronization is complete, you can begin using Metabase to:

• Create dashboards.
• Build reports.
• Explore database tables.
• Visualize ERP and business data.