FAQ — Analysts Analyst+

How do I create a dashboard?

The fastest way is through AI chat. Press Cmd+K and ask: “Create a dashboard for daily revenue by campaign”. The AI builds it for you. You can also go to Dashboards > New Dashboard and add widgets manually. See Building Dashboards.

Can I run SQL queries?

Yes. Go to Data in the sidebar and open the SQL Runner tab. Write your query and click Run. Queries run against a read-only replica scoped to your organization’s data. See Data Analysis.

How do I upload data?

Open the AI chat (Cmd+K), click the upload icon, and select a CSV file. You can then ask the AI to analyze it or combine it with platform data. Example: “Compare this CSV against our campaign revenue”.

How do I share a tab?

Open the dashboard tab you want to share, click the Share button, and select the workspace(s) to share with. Members of those workspaces can then view the tab. Shared tabs are read-only for Viewers.

Can the AI create reports for me?

Yes. Ask the AI: “Create a report on last month’s campaign performance”. The AI generates a report with charts, tables, and insights. You can then save it, share it, or schedule it for recurring delivery.

How do I pin a dashboard to the sidebar?

Open the dashboard and click the pin icon in the top-right corner. It will appear in your sidebar under Dashboards for quick access.