Familiarizing Yourself with Mode
New to Mode? Start here and prepare to do your best analytics work yet.
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Analyst
Beginner
Business User
Admin
New Member
New Admin
New Analyst
New Business User
Ways to Build BI Content in Mode
Mode offers multiple ways to build BI content to drive your business forward.
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Creating Reports
Analyst
Beginner
Setting Up Your Workspace
Learn how to create and manage your team’s Workspace in Mode.
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Admin
Using Visual Explorer to Create Dynamic Visualizations
Leverage Visual Explorer’s features to easily add depth and clarity to your visualizations.
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Visual Explorer
Intermediate
Analyst
Beginner
Charts & Visualizations
Custom Colors
Advanced
Calculations
Managing Sharing & Embedding Settings
Help your team’s Reports reach the right people at the right times.
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Permissions
Admin
Managing Data Compute
Data usage is a big deal in Mode – get out in front of it.
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Data Usage
API
Advanced
Admin
Querying Data in Mode
Leverage Mode’s powerful SQL editor to query your data sources.
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SQL
Analyst
Data Engineer
Building Datasets for Self-Serve Analytics
Learn how to build Datasets that enable self-service by applying technical, usability and discoverability best practices.
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Intermediate
Analyst
Admin
Datasets
What's new
How Datasets Support Self-Serve Data Infrastructure
Learn how to strategically think about Datasets and the role they play in an effective self-serve analytics strategy.
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Intermediate
Analyst
Admin
Datasets
What's new
Determining What Type of Chart to Create
This course provides a framework for deciding the best visualization to answer the business question at hand!
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Business Insights
Analyst
Beginner
Business User
Charts & Visualizations
Interactive Course
Intro to Drag & Drop Data Analysis
Learn how drag & drop analysis can help you examine, understand, identify patterns, and draw conclusions from your data.
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Business Insights
Beginner
Business User
Charts & Visualizations
Creating Various Types of Quick Charts
Learn how to create some of the most common types of data visualizations in Mode!
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Analyst
Beginner
Business User
Charts & Visualizations
Interactive Course
Getting Started with Calculated Fields
This course will cover how to use calculated fields to improve your workflow, extend your analysis, and get faster insights with your data.
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SQL
Intermediate
Analyst
Business User
Interactive Course
Workflow
Getting Insights from Mode Reports
Take this course to find out how Mode can help you leverage data to make data-driven business decisions!
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Business Insights
Analyst
Beginner
Interactive Course
Workflow
Using the Report Builder to Edit Report Layout
Learn how to design your report using Mode's drag & drop report builder to organize and resize your charts, add text, and more.
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Video
Creating Reports
Analyst
Beginner
Business User
Using Custom Colors in Mode
Color is an important tool for communicating insights through data visualizations, and it's great to stay on-brand, too!
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Intermediate
Analyst
Business User
Charts & Visualizations
Custom Colors
Interactive Course
Admin
What's new
Using the Notebook for Python & R Analysis
Get to know Mode’s Notebook environment so that you can execute advanced analysis on top of query results.
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Intermediate
Analyst
Notebooks
Beginner
Data Engineer
Organize and Manage Your Mode Reports
Learn to use Collections and My Work to prioritize your reports.
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Permissions
Analyst
Beginner
Business User
Organization
Admin
Quick Start Guide to Visual Explorer
Learn about Visual Explorer and how you can use it for in-depth, ad-hoc or self-serve data exploration and visualization.
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Visual Explorer
Intermediate
Analyst
Charts & Visualizations
Interactive Course
Understanding the Data You Have to Work With
In this course you’ll learn how to interpret different field types in your data set so you are able to use them effectively in your analysis.
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Business Insights
Beginner
Business User
Charts & Visualizations
Interactive Course
Using Qualitative & Quantitative Data in Your Analysis
Learn about the different ways you can use qualitative and quantitive data in your drag & drop analysis.
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Business Insights
Beginner
Business User
Charts & Visualizations
Interactive Course
Launching Datasets to Your Organization
Learn how to plan a successful Datasets launch to your teams, including stakeholder enablement and how to keep Datasets updated over time.
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Analyst
Admin
Datasets
What's new
Creating Pivot Tables in Mode's Visual Explorer
Learn how to build a pivot table from scratch including how to use advanced techniques including conditional formatting, sorting and adding additional measures.
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Visual Explorer
Intermediate
Analyst
Beginner
Business User
Charts & Visualizations
Interactive Course
Code-Free Self Service Basics
Learn the basics of viewing and sharing Reports in Mode so you can monitor KPIs.
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Beginner
Business User
New Business User
Using Code-Free Workflows to Get Insights
Take a step farther into using Mode and learn to interact with Report data and create your own visualizations.
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Video Library
Intermediate
Business User
New Business User
Sign-In and Authentication Methods
Configure your team’s sign-in methods to streamline roles and permissions.
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Permissions
Admin
Access Control & Permissions
This course sets you up to manage your teammates’ access to content in the Workspace, based on their roles in your organization.
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Permissions
Admin
Connecting Databases
Learn how to easily and quickly connect a database to your Mode Workspace.
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Permissions
Admin
Using Collections in Your Workspace
Develop a strategy for how your team organizes Reports and Datasets in Mode.
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Organization
Admin
Mode's API
Get started with Mode’s API and discover how to manage content and data usage with it.
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Intermediate
API
Scheduling & Sharing
Advanced
Admin
Exploring Reports with Drill Anywhere
Discover how to drill-down anywhere in a report to explore data on your own.
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Analyst
Beginner
Business User
What's new
New Business User
White-Label Embedding
Learn about Mode’s embedded analytics option and how best to implement it for your Workspace.
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Intermediate
Beginner
Scheduling & Sharing
Advanced
Admin
Migrating to Mode
If you’re moving your team and existing workflow from another analytics tool to Mode, there are a few key considerations to guide the transition.
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Beginner
Admin
Adding Filters and Parameters to Reports
Determine when and how to add filters and parameters to maximize a Report’s impact.
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Data Usage
Creating Reports
Analyst
Business User
Mode's Visualization Environments
Discover Quick Charts and Visual Explorer, and determine where to start building your visualizations.
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Visual Explorer
Analyst
Beginner
Charts & Visualizations
Visual Explorer Basics
Start here to learn the fundamentals of Columns, Rows, Layers, and more!
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Visual Explorer
Analyst
Beginner
Business User
Charts & Visualizations
Report Styling & Presentation
Create Reports that effectively convey information in a clear and compelling way.
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Creating Reports
Analyst
Beginner
Business User
Data Storytelling