Analyst Guide
Choose your path by role to quickly find the documentation you need.
Business Users
Goal: Ask questions in natural language, understand answers, and submit feedback
Step 1 — Understand what you can ask in an analytics domain (2 minutes)
Recommended Questions Configuration — Click example questions to get started directly Using Data and Exploration — See what tables and fields are available in the current domain
Step 2 — Learn how to ask questions
Question Asking Guide — Structure of good questions and how to ask more precisely Analysis Patterns Guide — Lookups, comparisons, trends, rankings, proportions
Step 3 — Understand your answers
Reading Analysis Results — How to interpret values, tables, and charts
Step 4 — Dashboards, feedback, and personalization
Using Dashboards — View shared dashboards and ask follow-up questions around them Handling Feedback — Submit calibration feedback when answers are inaccurate or charts are wrong User Settings — Change logo, theme, and chart color scheme
BI Analysts / Business Analysts
Goal: Explore data, validate results, build dashboards, and consolidate analysis assets
Step 1 — Explore and validate
Using Data and Exploration — Do baseline/comparison time analysis and drill-down based on configured metrics Reading Analysis Results — View SQL statements and logs to determine whether answers are trustworthy
Step 2 — Build dashboards
Using Dashboards — Save charts/tables to dashboards, manage layout and sharing Table Rendering — Adjust table styles and layout Dashboard Version Management — Manage multiple versions and change history
Step 3 — Continuous monitoring and operations
Chart Auto-Refresh Configuration — Set up scheduled data updates for dashboards Scheduled Tasks — Configure scheduled analysis and report delivery Message Notifications — View status of background tasks such as imports and parsing
Step 4 — Recommended questions and feedback
Recommended Questions Configuration — Design high-quality guiding questions for analytics domains Handling Feedback — Improve questions and dashboard design based on feedback
If Answers Are Inaccurate
Handle in the following order:
- Check whether the correct analytics domain is selected
- Confirm that the business objects, scope, and time range in the question are clearly stated
- Open the "Data" tab to confirm whether the current domain covers the relevant business data
- Submit calibration feedback explaining where the answer does not match business expectations
- BI analysts or maintainers review SQL statements and logs to determine whether the wrong fields were used or the configuration is incomplete
See Troubleshooting Q&A Accuracy Issues for details.