Give analysts and business leaders a shared analytics layer. Work with governed datasets, define metrics and build reporting that keeps the underlying business context visible.
For analysts, operations leaders and teams responsible for reporting.
By the time data is cleaned, joined, visualized, and presented, the business has already changed—and the explanation still lives elsewhere.
Each capability stays connected to the customer, work, people, decisions, and operating context around it.
Inspect available datasets and fields, preview records and work with supported connections under the workspace’s capabilities.
Use BI Studio to work across report, model and data experiences. Define relationships, metrics, filters and visualizations.
Publish and share supported reporting experiences, configure alerts and review refresh or export controls where available.
Begin simply, configure deeply, and keep the system understandable as the business grows.
Know what the analysis is built on.
Define the business meaning once.
Turn a question into a usable view.
Keep access and operation visible.
Use governed source datasets to examine the work behind the numbers.
BI exposes its supported connection and data capabilities through the active API-backed repository. The site does not imply support for every database, file format or third-party application.
Report authoring, model relationships and metric definitions provide analytical structure underneath a dashboard. They are separate from the permission to publish or share it.
Source permissions still apply in BI. Group quantities by their recorded unit and costs by currency. Inventory stock value uses current standard cost; manufacturing and transport cost records are operational measures, not Finance settlements. Validate model relationships before combining datasets.
A practical sequence your team can review and own.
Inspect the dataset and its fields.
Establish relationships and metric meaning.
Create the report and its visualizations.
Publish within the supported access model.
Explore the related workflows and choose the next step your team needs.
See one current operating narrative across growth, customers, delivery, people, and money.
Spend more time investigating change and less time rebuilding recurring joins and exports.
Use trusted, role-specific metrics with the records and owners behind every result.
The strongest rollout is the one your team can understand, adopt, and prove.
No. BI includes governed data, metric definitions, modeling and BI Studio report authoring, as well as dashboards, templates and alerts.
BI includes supported connection workflows, including PostgreSQL where enabled. Available source types and actions follow the capabilities exposed to your workspace.
No. Data access, BI roles and publishing permissions determine what a member can inspect and share.
Start with the operating question your leadership team asks repeatedly and build the live view behind the decision.