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docs(features): add Warehouse Metrics page - #218

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jennabono-mixpanel merged 7 commits into
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warehouse-metrics-docs
Sep 9, 2026
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docs(features): add Warehouse Metrics page#218
jennabono-mixpanel merged 7 commits into
mainfrom
warehouse-metrics-docs

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Adds a new Warehouse Metrics page under the Features group.

What's here

  • New page: docs/features/warehouse-metrics.mdx
  • Nav entry appended to the Features group in docs.json

Covers prerequisites and supported warehouses, permissions, creating a metric, aggregation options, visualizing in Insights, refresh frequency, data/privacy, warehouse costs, how it differs from Warehouse Connectors, and early-access limitations.

Notes for review

  • Source content was ReadMe-flavored Markdown; converted to Mintlify conventions — > 📘 / > 🚧 callouts became <Note>, absolute docs.mixpanel.com links became relative /docs/..., and the H1 moved into frontmatter.
  • No screenshots yet. Every other Features page has at least one <Frame> image, so this reads sparse by comparison. Worth adding shots of the metric builder and the Insights metric picker before this leaves draft.
  • Feature is in early access, so the page is written with that framing throughout.

🤖 Generated with Claude Code

Add Warehouse Metrics under Features, covering prerequisites, permissions,
creating a metric, aggregation options, Insights visualization, refresh
frequency, costs, and early-access limitations.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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greptile-apps Bot commented Sep 1, 2026

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Confidence Score: 4/5

The PR is not yet safe to merge because the existing permissions guidance still incorrectly grants all Project Admins warehouse-metric management access.

The previous permissions finding remains unresolved: the table still says every Project Admin can create and manage warehouse metrics, while the following note says access depends on the independently assignable Create and Manage Data Warehouses permission.

Files Needing Attention: docs/features/warehouse-metrics.mdx

Important Files Changed

Filename Overview
docs/features/warehouse-metrics.mdx Adds the Warehouse Metrics guide; the previously reported permission guidance remains inaccurate.
docs.json Adds the Warehouse Metrics page to Features navigation.

Reviews (6): Last reviewed commit: "Merge branch 'main' into warehouse-metri..." | Re-trigger Greptile

- Repeat the connected-warehouse prerequisite at the top of the metric
  creation steps so it isn't missed
- Add a Time zones section covering UTC-offset handling and conversion to
  the project time zone
- Frame permissions around the Create and Manage Data Warehouses
  permission rather than the Admin role, since Enterprise custom roles
  make Admin an unreliable indicator

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
simplified user roles sections
Comment on lines +40 to +41
| **Project Admins** | Create and run warehouse queries, save them as warehouse metrics, set the refresh frequency, and choose who to share each metric with. |
| **Other Users** | Use a warehouse metric that's been shared with them in new reports they create, and view the metric's data in any report they can access. |

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P1 Permissions depend on roles

Enterprise custom roles can independently grant or withhold Create and Manage Data Warehouses. A non-admin with this permission can create metrics, while an admin without it cannot, so these rows give both groups incorrect guidance. Describe access in terms of the permission instead.

Note: If this suggestion doesn't match your team's coding style, reply to this and let me know. I'll remember it for next time!

Document the two entry points to the SQL editor for a saved metric:
the three-dot menu on a metric in an Insights report, and the Edit
button on the metric in Lexicon.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The table now keys on Project Admins, so the sentence framing access by
the Create and Manage Data Warehouses permission no longer matched it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
added details about custom roles
@jennabono-mixpanel
jennabono-mixpanel enabled auto-merge (squash) September 9, 2026 19:15
@jennabono-mixpanel
jennabono-mixpanel merged commit 0d4d451 into main Sep 9, 2026
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@jennabono-mixpanel
jennabono-mixpanel deleted the warehouse-metrics-docs branch September 9, 2026 19:18
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2 participants