Ways to Build BI Content in Mode
The type of BI content you build depends on what you need it to accomplish. Learn how to build multiple types of BI content in Mode.
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Analyst
Beginner
Admin
Compare to a Baseline in Visual Explorer
Add a baseline with a calculated field, then add color-coded data points to track performance against the baseline.
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Visual Explorer
Analyst
Charts & Visualizations
Calculations
How to Create a Dataset
Watch this video to learn how to build a new Dataset.
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Video
Video Library
Datasets
What's new
Multivariable Combo Charts in Visual Explorer
Discover how to use Visual Explorer's features to make multi-layered charts.
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Visual Explorer
Analyst
Beginner
Charts & Visualizations
Custom Colors
Getting Started with AI Assist
Learn how to use AI-generated SQL to complete your queries.
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SQL
Analyst
What's new
AI
How to Create a Report from a Dataset
Watch this video to learn how to create a report from a Dataset.
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Video
Business User
Workflow
Datasets
What's new
Flexible Data Labels in Visual Explorer
Add data labels and edit which values get them in a chart.
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Visual Explorer
Analyst
Beginner
Charts & Visualizations
SQL Editor Tips & Tricks
Discover ways to accelerate your SQL workflows using Mode's editor.
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Video
SQL
Intermediate
Creating Reports
Analyst
How to Create a Heat Map in Visual Explorer
Use Visual Explorer to bin data and create a heat map!
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Visual Explorer
Intermediate
Analyst
Charts & Visualizations
Advanced
Quick Tips & Tricks
Using Table Calculations in Quick Charts
Learn how to apply table calculations like Percent Difference, Difference and Percent of Total to your Quick Charts.
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Calculations
Quick Tips & Tricks
Best Practices for Monitoring Data Compute
Find out how to monitor your team's data usage in Mode.
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Data Usage
Admin
Using the Discovery Database to Understand Data Compute
Learn how to leverage the Discovery Database to monitor data usage.
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Data Usage
Admin
Making Content Discoverable in Mode
Learn best practices to make your workspace Collections, Datasets and Reports easy for users to find in Mode.
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Video
Creating Reports
Analyst
Beginner
Admin
Datasets
Best Practices for Getting Insights from Reports
This video covers best practices for using Mode's interactive features to get more insights from your reports.
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Video
Business Insights
Analyst
Beginner
Business User
Orienting Yourself to a Mode Report
Learn how to get the most out of the data by understanding its context and origin.
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Video
Business Insights
Analyst
Beginner
Business User
Creating a Bar Chart in Quick Charts
Learn how to build a bar chart using Mode's Quick Charts in this step-by-step video.
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Video
Analyst
Beginner
Business User
Charts & Visualizations
Quick Tips & Tricks
Creating a Histogram in Quick Charts
Learn how to build a histogram using Mode's Quick Charts in this step-by-step video.
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Analyst
Beginner
Charts & Visualizations
What's new
Histograms and Binned Data in Visual Explorer
Learn how to bin data for a field in any layer to create histograms and other visualizations.
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Visual Explorer
Analyst
Charts & Visualizations
Creating a Line Chart in Quick Charts
Learn how to create line charts using Mode's Quick Charts in this step-by-step video.
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Video
Analyst
Beginner
Business User
Charts & Visualizations
Quick Tips & Tricks
Creating SQL Snippets Using Definitions
Learn how to use Definitions, which are SQL snippets that allow you to write logic in one place and reference that logic across multiple queries.
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Video
Intermediate
Analyst
Beginner
Workflow
Optimizing Query Performance with SQL Tuning
Learn best practices for writing optimized queries for efficient data runs in Mode.
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Video
SQL
Intermediate
Analyst
Data Engineer
Workflow
Creating a Pivot Table Quick Chart
Learn how to create a pivot table and apply conditional formatting in just a few minutes!
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Analyst
Beginner
Custom Colors
Pivot Tables
Creating a Pivot Table in Visual Explorer
Learn the basics of building pivot tables in Mode's Visual Explorer!
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Video
Analyst
Beginner
Business User
Charts & Visualizations
Pivot Tables
Applying Conditional Formatting to Pivot Tables
Learn how to apply conditional formatting logic to your pivot tables in Mode.
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Video
Intermediate
Analyst
Charts & Visualizations
Pivot Tables
Applying Custom Sorting Logic to Pivot Tables
Learn how to apply customized sorting logic to your pivot tables for the best representation of the data.
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Video
Intermediate
Analyst
Business User
Charts & Visualizations
Data Storytelling
Pivot Tables
Adding Quick Calculations to Pivot Tables
Learn how to use Mode's quick calculations including percent difference, difference, and percent of total with pivot tables.
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Video
Intermediate
Analyst
Charts & Visualizations
Calculations
Pivot Tables
Adding Grand Totals to Pivot Tables
Learn how to add automatic grand totals to your pivot tables using Visual Explorer.
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Video
Analyst
Beginner
Business User
Charts & Visualizations
Calculations
Pivot Tables
How to Use Colors with Discrete Variables
Discover which types of custom colors you can use when visualizing discrete variables.
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Visual Explorer
Creating Reports
Analyst
Beginner
Business User
Charts & Visualizations
Custom Colors
Admin
How to Use Colors with Continuous Variables
Find out how to apply custom colors when you're visualizing continuous variables.
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Visual Explorer
Creating Reports
Analyst
Beginner
Business User
Charts & Visualizations
Custom Colors
Admin
Big Value & Table Quick Charts
Learn how to build both a Big Value and List Table using Mode's Quick Charts!
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Video
Analyst
Beginner
Business User
Charts & Visualizations
Quick Tips & Tricks
Using Explorations for Visual Analysis
Learn how to get further business insights and make decisions from your data using Explorations!
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Video
Business Insights
Beginner
Business User
Charts & Visualizations
Data Storytelling
Explorations
Using Parameters & Filters in Reports
Learn the differences between parameters and filters and how both can be helpful for creating reports your teammates can slice and dice themselves.
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Video
Strategic Accounts
Business Insights
Analyst
Business User
Data Storytelling
Getting Started with Datasets
Watch this video to learn a few great use cases for Datasets, as well as best practices to follow when creating them.
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Video
Datasets
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
Creating Quick Calculations in Visual Explorer
Learn how to use pre-built calculations you can apply to the data in your visualization in this recorded webinar.
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Video
Intermediate
On Demand Webinar
Analyst
Business User
Charts & Visualizations
Calculations
Pivot Tables
Data-Driven Storytelling with Visual Explorer
Learn ways to share the narrative of the data using Mode's Visual Explorer in this on-demand webinar.
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Intermediate
On Demand Webinar
Analyst
Charts & Visualizations
Data Storytelling
Using Layers for Multi-Dimensional Data in Visual Explorer
Mode’s Visual Explorer has several layer options that allow you to communicate the multi-dimensionality of your data visually.
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On Demand Webinar
Analyst
Business User
Charts & Visualizations
Custom Colors
Applying Custom, On-Brand Colors & Themes to Reports
Learn ways to make your reports pop and help communicate the data narrative through design.
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Strategic Accounts
Intermediate
On Demand Webinar
Creating Reports
Analyst
Charts & Visualizations
Admin
Data Usage & Workspace Stats
Q&A style recorded session to help improve your workflows in Mode.
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Office Hours
Data Usage
On Demand Webinar
Advanced
Admin
Table Visualizations
Q&A style recorded session all about using different tables in Mode!
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On Demand Webinar
Creating Reports
Analyst
Beginner
Charts & Visualizations
Pivot Tables
Self-Serve Business Insights
Q&A style recorded session to help improve your self-serve workflows in Mode.
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Business Insights
On Demand Webinar
Analyst
Beginner
Business User
Workflow
Data Storytelling
Adding Custom Color Palettes to Mode
Learn how to create new color palettes to use in your visualizations, and make them available for your team.
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Video
Analyst
Charts & Visualizations
Custom Colors
Admin
Funnel Charts in Visual Explorer
Learn how to create a funnel chart using a calculated field, colors, and data labels.
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Visual Explorer
Analyst
Charts & Visualizations
Calculations
Changing a Report's Timeframe View
Learn how to change the granularity of the charts in a report you're viewing to drilldown into specific timeframes.
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Video
Business Insights
Creating Reports
Analyst
Beginner
Business User
Charts & Visualizations
Accessing the Visualization Builder
How to access Mode's visualization builder environment so you can start exploring your data using drag & drop analysis.
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Analyst
Beginner
Business User
Charts & Visualizations
Explorations
Using Measure Names & Measure Values in Pivot Tables
Learn how to extend the flexibility of your pivot tables by using the Measure Names and Measure Values fields.
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Video
Analyst
Charts & Visualizations
Advanced
Pivot Tables
Advanced Pivot Table Techniques
Learn how to apply advanced techniques to your pivot tables to make the data as easy-to-interpret as possible.
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Video
Analyst
Charts & Visualizations
Advanced
Data Storytelling
Pivot Tables
How to Create a Report Schedule
You can schedule data refreshes and automatically send Reports to your teammates.
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Creating Reports
Analyst
Beginner
Business User
Scheduling & Sharing
Admin
How to Clone Sample Mode Reports
Learn how to clone sample Mode reports into your own workspace so you can practice and follow along with examples.
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Video
Creating Reports
Analyst
Beginner
Business User
What is Visual Explorer?
Learn how Mode’s new flexible graphing system helps you explore your data quickly, create compelling visualizations and provide easy-to-interpret insights to stakeholders.
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Video
Visual Explorer
Intermediate
Analyst
Charts & Visualizations
Columns & Rows in Visual Explorer
Learn how to use columns and rows to build visualizations with your data fields.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Explorations
Understanding Data Fields in Visual Explorer
Start from the beginning with Visual Explorer, and learn about dimensions and measures as data fields.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Explorations
Using Discrete & Continuous Variables in Visual Explorer
Learn why some values are blue and others are green and the difference between discrete and continuous fields in the Visual Explorer.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Explorations
Using Measure Names & Measure Values in Visual Explorer
Learn how you can blend your axes and plot multiple measures in the same pane by using Measure Names and Measure Values.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Explorations
Layers in Visual Explorer: Color, Size, Text, Detail
Learn how to slice your data even further by adding color, size, text and detail with Layers in Visual Explorer.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Explorations
Formatting Visual Explorer Visualizations
Learn all of the options you have to format your visualization’s axes, pane, legend and header in Visual Explorer.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
Building a Visualization with Visual Explorer
Watch how quickly and easily a simple visualization is built from scratch in Visual Explorer.
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Video
Visual Explorer
Intermediate
Analyst
Business User
Charts & Visualizations
The Visual Explorer Landscape
This on-demand webinar is designed to help you gain a solid understanding of what Visual Explorer is and how it works.
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On Demand Webinar
Analyst
Beginner
Charts & Visualizations
Data Storytelling
Use Cases for Datasets
Check out this video to learn great use cases and scenarios for building Datasets.
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Video
Analyst
Admin
Datasets
Quick Tips & Tricks
Dataset Scheduling Best Practices
Learn best practices for scheduling Datasets so that all the child reports have access to fresh data.
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Video
Creating Reports
Analyst
Organization
Admin
Datasets
What are Calculated Fields?
Learn about calculated fields, including what they can do and why and when to use them in Mode.
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Video
Intermediate
Analyst
Business User
Calculations
Mode's Python & R Notebook
Mode's Notebook supports advanced analysis in either Python or R. Watch this video to learn more!
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Video
Analyst
Notebooks
Advanced
Enabling Self-Serve with Datasets
Learn strategies and practical tips for enabling self-serve in Mode using Datasets in this recorded webinar.
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Video
On Demand Webinar
Analyst
Admin
Datasets
What's new
How to Create a New Workspace
Create a place for your team to collaborate in Mode.
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Video Library
Beginner
Admin
Workspace Settings
Learn where and how to adjust key settings for your team in Mode.
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Beginner
Admin
Managing Workspace Members
Learn how to invite new members to your Workspace, and how to manage existing members.
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Admin
Best Practices for Using SCIM
Discover how to implement SCIM for your Workspace.
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Admin
Custom SAML Options
Learn how to set up SAML authentication for your Workspace.
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Admin
Permissions for Workspace Actions
Learn how to adjust who can invite members, connect databases, and other key actions in your Workspace.
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Admin
Two Approaches to Permissioning in Mode
Structure access levels for your teammates based on how they'll collaborate in Mode.
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Permissions
Admin
How to Set Up Groups to Manage Permissions
Use groups to manage who has access to what in your Workspace.
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Permissions
Admin
Managing Content Permissions with Collections
Collections make it easy to manage who has access to Reports and Datasets.
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Permissions
Admin
Create a Collections Organization Strategy
Structure Collections in your Workspace in a way that facilitates stronger collaboration on your team.
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Organization
Admin
Setting and Restricting Sign-In Methods
Learn how to enable or disable sign-in methods for your teammates in Mode.
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Admin
How to Connect a Database
It only takes a few minutes to connect a data source to your Mode Workspace.
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Admin
How to Manage Data Connection Permissions
Learn how and where to adjust your teammates' access to connected databases.
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Admin
Organizing Content in Collections
Learn how to add, move, or remove content in Collections.
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Organization
Admin
How to Update or Delete Collections
Learn how to edit and delete existing Collections in your Workspace.
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Organization
Admin
What is a Workspace?
Learn about one of the fundamentals of using Mode.
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Analyst
Beginner
Business User
Admin
Mode's Collections
Learn how you can organize content in Mode.
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Analyst
Beginner
Business User
Admin
Managing Sharing Settings
Learn how to adjust sharing settings for your Workspace.
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Admin
Embedding Reports
Learn about embedding options for Reports.
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Admin
Report Refresh Settings
Adjusting Report refresh settings can help preserve data usage.
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Permissions
Data Usage
Admin
Mode's Workflow
Acquaint yourself with what you can do with Mode.
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Analyst
Beginner
Business User
Admin
App Menu Tour
Take a tour of the main menu in Mode.
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Analyst
Beginner
Business User
Admin
Discover Page Tour
Check out helpful resources on the Discover page.
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Analyst
Beginner
Business User
Admin
Using Mode's Search
Learn how to search for Reports, Datasets, and Collections.
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Analyst
Beginner
Business User
Admin
Mode API Basics
Learn the fundamentals about Mode's API.
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API
Advanced
Admin
Managing Schedules & Reports with Mode's API
See how to use Mode's API to programmatically manage schedules and Reports.
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API
Scheduling & Sharing
Advanced
Admin
Managing Datasets with Mode's API
See how to use Mode's API to programmatically manage schedules and Reports.
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API
Advanced
Admin
Datasets
Use Cases for White-Label Embedding
Discover the basic use cases for embedding Mode Reports.
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Intermediate
Admin
Implementing White-Label Embedding
Follow along step-by-step to embed your Mode Report into a website or application.
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Advanced
Admin
How to Share a Report
You can send out Report via direct link, Slack, or email.
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Creating Reports
Analyst
Beginner
Business User
Scheduling & Sharing
Admin
Best Practices for Migrating to Mode
Prepare for a seamless transition to Mode.
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Beginner
Admin
How to Rebuild and Optimize Your Data Workflow in Mode
As you ramp up with the product, leverage Mode features to make your analytics work more efficient.
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Data Usage
Beginner
Admin
Best Practices for White-Label Embedding
Follow these tips to optimize your embedded Reports.
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Intermediate
Advanced
Admin
Optimizing Workspace Data Usage
Discover how to leverage Mode features to keep down data usage.
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Permissions
Data Usage
Admin
Applying Custom Colors in Quick Charts
Bring your tables and charts to life with unique colors!
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Visual Explorer
Creating Reports
Analyst
Beginner
Business User
Charts & Visualizations
Custom Colors
Admin
Applying Custom Colors in Visual Explorer
Enter a hex code, use the color selector, and the dropper tool to create custom colors for your visualizations.
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Visual Explorer
Creating Reports
Analyst
Beginner
Business User
Charts & Visualizations
Custom Colors
Admin
How to Create Calculated Fields in Reports & Datasets
Learn how to add a calculated field at the Report level or to a Dataset, then use it in a visualization.
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Intermediate
Creating Reports
Analyst
Beginner
Calculations
Calculated Field Example: Cumulative Sum of Revenue
See a common application for calculated fields and use the formula on your own data.
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Analyst
Calculations
Calculated Field Example: Rolling 7-Day Revenue Average
See a common application for calculated fields and use the formula on your own data.
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Analyst
Calculations
Calculated Field Example: Percent of Total Revenue
See a common application for calculated fields and use the formula on your own data.
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Analyst
Calculations
Calculated Field Example: Conveying Sentiment Scales or Discrete Categories
See a common application for calculated fields and use the formula on your own data.
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Analyst
Calculations
Getting Started with the SQL Editor
Learn how to access your connected databases and browse tables using the schema editor.
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SQL
Analyst
Beginner
Parameter Use Cases
Parameters are a powerful way to slice data in a Report, and they play a crucial role when Report filters don't suffice.
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SQL
Intermediate
Creating Reports
Analyst
Adding & Applying Filters in Reports
If you're creating a Report, consider adding filters with just a few clicks so that viewers can slice the data on their own.
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Creating Reports
Analyst
Beginner
Business User
How to Copy & Paste Visualizations From One Report to Another
Watch this quick tips & tricks video to learn how to copy visualizations from one Mode Report to another.
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Charts & Visualizations
Explorations
Quick Tips & Tricks
Adding Nested Navigation Tabs to a Report
Learn how to add interactive, nested navigation tabs in your Report with HTML.
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Intermediate
Creating Reports
Analyst
Advanced
Quick Tips & Tricks
HTML
Mode + Looker Open SQL
If you use Looker, you can connect it to Mode and query your Looker Explores or Views as a data source.
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SQL
Intermediate
Analyst
Advanced
Quick Tips & Tricks
Time Over Time Queries
Make sure your time over time query includes time ranges that actually have data in them.
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SQL
Intermediate
Analyst
Beginner
Interacting with Report Data
You can do more than just read a Report! Learn the basics of filters, parameters, and drilling down.
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Business Insights
Beginner
Business User
Filters
Dot Plots in Visual Explorer
See how a dot plot comes to life with mark types and layers.
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Visual Explorer
Analyst
Charts & Visualizations
Scatter Plots in Visual Explorer
Use various mark types and colors to create a scatter plot.
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Visual Explorer
Analyst
Charts & Visualizations
Choosing a Visualization Environment
Quick Charts or Visual Explorer? Watch this for guidance on where to start visualizing your data!
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Visual Explorer
Analyst
Beginner
Business User
Admin
What's Possible in Visual Explorer
Catch a glimpse of what you can create in Visual Explorer!
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Visual Explorer
Analyst
Beginner
Business User
Admin
Layers in Visual Explorer: Mark Type
Adjust mark type and settings with Layers to create different types of charts in Visual Explorer.
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Visual Explorer
Analyst
Beginner
Charts & Visualizations
Creating Engaging & Interactive Reports
Consider how others will interpret a Report, and follow these recommendations for creating a compelling and useful resource.
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Creating Reports
Analyst
Beginner