Customizable Insights for extended app reporting

Use custom SQL queries to effectively extract insights from diverse structured datasets. Technical people can use query pro mode to perform complex analysis with SQL and then share this analysis with non-technical users through charts on your custom dashboard or export them in CSV files. This method of insight creation is well-suited for tables with clear relationships and allows for a greater degree of customization within your insights and filters that can suit niche use cases.

To generate insights from SQL, you must first create a dashboard.

Create a custom dashboard create-custom-dashboard

To create a custom dashboard, select Dashboards from the left navigation panel to open the Dashboards workspace. Next, select Create dashboard.

The Create dashboard dialog appears. There are two options from which to choose your dashboard creation method. To create your insights you can either use an existing data model with the Guided design mode or your own SQL with the Query pro mode.

Using an existing data model has the benefits of providing a structured, efficient, and scalable framework tailored to your specific business needs. To learn how to create insights from an existing data model, refer to the custom dashboard guide.

Insights generated from SQL queries offer far greater flexibility and customization. Technical people can use query pro mode to perform complex analysis on SQL and then share this analysis with non-technical users through this dashboard capability. Select Query pro mode followed by Save.

Create a chart create-a-chart

See the query pro mode guide for step-by-step instructions on creating a chart with SQL.