Migrating over from Chartio? Here’s a handy “cheat sheet” for all things Knowi to make the transition as seamless as possible. From connecting to your datasource, creating your first query and visualization, using search-based analytics, to setting up alerts and scheduled reports — it’s all here.

For any additional questions, feel free to reach out via live chat or email at support@knowi.com

Quick Introduction

• Creating a new datasource —> Creating a query —> Creating your first visualization

Data Engineering & Reusing Datasets

• Reuse existing queries & results/models
• Multi-source joins
• Queries/Datasets/Widgets

Dashboards & Visualizations

• Queries —> Visualizations —> Dashboards
• Create & Modify Visualizations

Self Service Analytics

• Ask Questions on a single Dataset
• Ask Questions across multiple Datasets
• Drag & Drop fields, adding new fields/calculations, multi-step transformations, etc.

Query Runtime Parameters

• Creating a Query Runtime Parameter
• User inputs & input suggestions from another dataset

Filters

• Creating and adding Filters

Drilldowns

• Drill into another widget, the same dashboard, or another dashboard

Slack Integration

• App Install
• Ask ad hoc questions from Slack, accessing dashboards/widgets on-demand etc.

Alerts

• Creating Thresholds/Anomaly/Custom alerts, push results to Slack, and more

Scheduled Reports

• Create Scheduled Reports for Email/Slack/Webhooks