User guide
Short, numbered guides for everyone who uses Analytics. No technical knowledge needed. Each page covers one task.
Have a question? Start with How do I…?: short answers to the questions people actually ask, such as how do I refer to the current row or how do I report across a many-to-many relationship, each linked to the full page.
How Analytics fits together
| Step | What it is | Guide |
|---|---|---|
| 1. Connection | Where the data lives | 02.1 Connect a database |
| 2. Dataset | Which rows, joined and filtered | 03.1 What a dataset is |
| 3. Report | How they’re grouped, totalled and drawn | 04.1 What a report is |
| 4. Dashboard | Several reports on one page, with shared filters | 05.1 What a dashboard is |
Build in that order. A dashboard needs reports (widgets), a report needs a dataset, and a dataset needs a connection or an imported file.
For large data, the warehouse and cubes (section 06) sit between your database and your datasets and make everything faster.
Where to start
| I want to… | Read |
|---|---|
| Get in and find my way | 01 Getting started |
| Load a spreadsheet | 02.2 Import a file (CSV, Excel, JSON) |
| Connect our database | 02.1 Connect a database |
| Prepare data for reporting | 03.1 What a dataset is |
| Build a report | 04.1 What a report is |
| Build a dashboard | 05.1 What a dashboard is |
| Make a slow dashboard fast | 06.1 Making things fast: warehouse and cubes |
| Refresh something every night | 07.1 Jobs: run things on a schedule |
| Fix something that went wrong | 09 When something goes wrong |
Contents
01 Getting started
02 Bringing in data
- 02.1 Connect a database
- 02.2 Import a file (CSV, Excel, JSON)
- 02.3 Fix and re-upload dropped rows
- 02.4 Move data between databases
03 Datasets
- 03.1 What a dataset is
- 03.2 Create a dataset and add tables
- 03.3 Join tables
- 03.4 Choose and rename columns
- 03.5 Formula columns
- 03.6 Summarise rows (SUM, COUNT…)
- 03.7 Filters and parameters
- 03.8 Stack tables (union)
- 03.9 Ranking columns
- 03.10 Preview and save
- 03.11 Build a dataset on another dataset
04 Reports
- 04.1 What a report is
- 04.2 Create a report
- 04.3 Columns and formats
- 04.4 Group, total and sort
- 04.5 Pivot, top N and more
- 04.6 Filters
- 04.7 Formulas
- 04.8 Charts
- 04.9 Row tags
- 04.10 Run and export
05 Dashboards
- 05.1 What a dashboard is
- 05.2 Create a dashboard
- 05.3 Add and edit widgets
- 05.4 Style and highlight
- 05.5 Filters on a dashboard
- 05.6 Layout, copy and reuse
- 05.7 View, refresh and export
06 Speed: warehouse and cubes
07 Automation
- 07.1 Jobs: run things on a schedule
- 07.2 Workflows: several steps in order (only where X-Flow is licensed)
08 Predictions
09 When something goes wrong
10 For admins
Last updated 16 October 2026