User Guide

Datasources

• Overview
• Securing your database connection
• Connecting via SSH tunnel
• Creating a read-only user in the database
• Joining data from multiple datasources

Dashboards

• Overview
• Organizing dashboards using favorites
• Organizing dashboards using dashboard groups
• Interactive dashboards
• Dashboard caching and refreshing
• Exporting dashboard data

Report Editor

• Report editor overview
• SQL editor
• Running a SQL query
• Running a custom R script
• Executed SQL query
• Database almanac

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Chart Types

• Histogram chart

Interactivity & Filters

• Query parameters
• Custom filters
• Parent-Child Filters
• Using filters in report name or description
• Drill-down and Master/Detail
• Advanced usage in SQL

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Reports

• Overview
• Report Settings
• Exporting report data
• Refreshing reports
• Other operations

SQL Snippets

• SQL snippets overview
• Snippets with Parameters

Sharing Dashboards

• Sharing dashboard with users
• Sharing dashboards via email
• Sharing dashboards via Slack
• Sharing dashboards via link

Embedded Analytics

• Embedding overview
• Actions & events
• Drill-down on embedded dashboards
• Embedding tips & tricks

SQL Alerts

• SQL alerts overview
• Managing SQL alerts

Organization Settings

• Datasources
• Preferences

Admin

• Subscription
• Free plan limits
• Users
• Organization account

Tips & Tricks

• Search & Keyboard Shortcuts
• KPI Arrows