Run your first analysis

FastBI helps you explore connected data through conversation and turn recurring questions into reports.

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

Open Connections, select Add connection, and choose your provider. Follow the relevant connector guide, use Save & test where shown, 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

Open AdHoc and select the + button (New conversation). Name the source, metric, and date range in Ask a question about your data…. Select the arrow button (Send message) to submit.

Start a conversation in AdHoc and enter your question.

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. For example:

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

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.

For a small practice run, use the fictional CSV and illustrated answer. Its expected weekly totals are $300, $450, and $650, with $1,400 overall.

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.

Open Reports → New report, edit Untitled report, and describe the report in Report chat. Use the same table, date column, and budget as your first analysis. Check that the weekly values add up to the total, then review Share before distributing it.