Run your first analysis
FastBI helps you explore connected data through conversation and turn recurring questions into reports.
Before you start
Section titled “Before you start”If you have not created a workspace yet, follow the illustrated setup guide.
Sign in to FastBI and select the organization that should own your work. You need access to a data source and permission to use it in that organization.
1. Connect a source
Section titled “1. Connect a source”Open Connections and choose your provider. Follow the relevant connector guide, save the connection, and wait for catalog synchronization to finish.
Open Catalog and confirm the tables you expect are visible. A connection can authenticate successfully while still lacking access to the dataset you need.
2. Ask a focused question
Section titled “2. Ask a focused question”Start a conversation and name the source, metric, and date range. For example:
For a first run, choose the 30-day weekly count in an empty conversation. Pick one table with a date column and agree on the scan budget before running the query. Check the workspace scan limit and your warehouse spending controls. A date filter alone may still scan a whole unpartitioned table.
Using our orders data, show weekly revenue for the last eight complete weeks. Exclude cancelled orders, use USD, and explain how revenue is calculated.
Replace the example with your own table and business definitions. If FastBI asks a clarifying question, answer it before relying on the result.
3. Check the answer
Section titled “3. Check the answer”Review the source tables, filters, date boundaries, and any SQL or assumptions shown. Compare a total with a number you already trust. An unexpected result is a reason to check the definition or source freshness.
4. Refine the analysis
Section titled “4. Refine the analysis”Ask a follow-up such as “Break this down by country” or “Compare with the previous eight weeks.” Keep important constraints explicit when changing the question.
For a question you revisit regularly, create a report.
In the new report’s chat, choose the 30-day starter report. Use the same table, date column and budget as your first analysis. Check that the weekly counts add up to the total before sharing.