We know, you’re itching to get to the analysis. To help you and your team get started with Mode as quickly as possible, we’ve put together this checklist of first steps.

Create an organization

Organizations are groups of Mode users that can securely share database connections and analysis with each other. You must create an organization to connect a your own database to Mode.

When you create your user account, Mode will help you create an organization. If you skipped this step when you created your account and now want to go back and create an organization, start here. Once you have created an organization you can send anyone an invitation to join it so you can collaborate with them.

Create an organization

Connect a database

After creating an organization, you can connect one or more databases. Mode can connect to most popular databases SQL databases. Once you connect your database, everyone in your organization can execute queries against it by default.

Connect your database

Invite collaborators

The easiest way to share reports, code, and database query access others is to invite them to your Mode organization. To invite someone to join your organization, start from the Mode home page for your organization, click on your name in the upper left corner, and then click Invite to Mode.

Create analysis

The typical workflow for creating analysis in Mode mirrors the typical workflow of an analyst:

Workflow Basics

Query data

The first step when creating analysis is gathering and structuring all necessary data from one or more databases using SQL. To do this, you’ll need to write and execute SQL code against one or more connected databases. In Mode, this is done within a report.

To create a new report, click the new report modal-add Created with Sketch. button in the upper right hand corner of the Mode home page. You will be taken to the Query Editor where you can compose SQL code.


TIP: Need to brush up on your technical chops? Check out our SQL & Python tutorials.

Visualize results

Once you’ve written a query or two and have some data to play with, click Report Builder in the left panel to begin curating components—data tables, charts, or Notebook output cells—in a shareable report. Design the report layout however you like: pick the charts and tables you want to show, rearrange their order, and specify the size of each element.

You can also click Edit HTML at the very top of the Report Builder to modify the code behind the individual elements in your report or build something completely custom using CSS, HTML, JavaScript, D3, etc. Check out the Mode gallery to see examples—the world is your oyster!


Share your work

Share your analysis with others. Mode makes it easy to share your work with other members of your organization, whether via email, Slack, or sending a URL.

When you share a report, viewers will be able to see the output of your work including any visualizations, data tables, or code that went into creating it.

Last updated May 17, 2018