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  • ๐Ÿ‘Welcome to Whaly ๐Ÿณ
  • Team
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆWhat is a team?
    • ๐Ÿ›ก๏ธSingle Sign On
    • ๐ŸฅทImpersonate
  • Organisation
    • ๐ŸซWhat is an organisation?
    • ๐Ÿ“คUpload your Organisation logo
    • ๐Ÿ”‘Manage Access to your organisation
    • โ“Understanding Licences
    • ๐Ÿ‘ฎUnderstanding User Roles
  • User Management
    • ๐Ÿท๏ธUser Attributes
    • ๐Ÿ‘ญUser Groups
    • ๐Ÿค–Service Accounts
  • Workspace
    • โœ๏ธWorkspace
    • ๐Ÿ“‚Report Folders
    • โœจSharing & Collaboration
      • Share a report to the Web
    • ๐Ÿ“—Catalog
    • โš™๏ธSettings
  • Warehouse
    • ๐ŸฆConnect your Warehouse
    • โš”๏ธAmazon Athena
      • Connect your Athena
    • ๐ŸฎAmazon Redshift
      • Connect your Redshift
    • ๐ŸงฑDatabricks
      • Connect your Databricks
    • ๐Ÿ”ทGoogle BigQuery
      • Connect your BigQuery
      • Grant access to BigQuery datasets
      • Enable multi project support
    • ๐Ÿ˜Postgres
      • Connect your Postgres
      • Whitelisting Whaly IPs
    • โ„๏ธSnowflake
      • Connect your Snowflake
      • Giving access to Snowflake data
  • Models
    • ๐Ÿ’žModels sync
      • Where should my models be managed?
      • dbt Cloud
        • Configuration
        • Exposing models into Whaly
    • ๐Ÿ“ฅPersistence Engine
      • Configuration
        • Snowflake
      • Check Materialisation runs status
  • Workbench
    • ๐Ÿš€Navigating the workbench
    • ๐Ÿ› ๏ธModeling
      • Understanding Datasets
        • General Information
        • Drills
        • Relationships
        • Primary Keys
        • Cache
      • Model Data
        • SQL Models
        • Flow Models
          • Create a Flow
          • Update a Flow
          • Flow steps
            • From Model
            • From Raw
            • Hide Column
            • Filter
            • Lookup
            • Rollup
            • Formulas
            • Group
            • Union
      • Import raw data
        • From your warehouse
        • From third party data
    • ๐ŸงญExplorations
      • Configure an exploration
      • Exploration Templates
      • Tables
        • Configure a table
        • Add related data
      • Metrics
        • Create a Metric
        • Create a Calculated Metric
        • Create Drill Downs
        • Using custom formatting
      • Dimensions
        • Create a dimension
      • Check measure usage
      • Row Level Access
  • Data consumption
    • ๐Ÿ’กExploring data
      • How to explore data
      • Drill Down
      • Forecasting
    • ๐Ÿ’นWhat is a Report?
    • ๐Ÿ“ŠDashboards
      • Create a dashboard
      • Manage tiles
        • Add chart tiles
        • Add text tiles
        • Add navigation tiles
        • Arranging tiles
      • Add a description
      • Share a dashboard
      • Filter a dashboard
      • Push dashboard
      • Delete a dashboard
    • ๐Ÿ“ˆQuestions
      • Create a question
      • Add a description
      • Share a question
      • Push question data
      • Delete a question
    • ๐Ÿ”Refreshing a report
  • Data visualisation
    • ๐ŸŽจTheming
    • ๐Ÿ–Œ๏ธChart your data
      • Bar chart
      • Calendar chart
      • Funnel chart
      • Gauge chart
      • Geo map chart
      • Heatmap chart
      • Interactive map chart
      • Line chart
      • Metric chart
      • Pie chart
      • Retention chart
      • Table chart
      • Treemap chart
      • Waterfall chart
      • Custom time format in time series
  • Content management
    • โญExplorations Section
    • โœ‚๏ธBulk Content Management
  • Embedding
    • ๐Ÿ“ŒEmbed in Business apps
      • Notion
      • Clickup
      • Hubspot
      • Google Chrome
        • ๐ŸŒฑInstall
        • โš™๏ธConfigure the Chrome extension
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding API
    • ๐ŸชŸPartner Portal
  • Workflows
    • ๐Ÿš€Push
      • Configure a Push
      • Manage Push
    • ๐Ÿ’ผManage Installed Actions
    • โšกActions catalog
      • Airtable
      • Google Sheets
      • Slack
      • Sendgrid
      • Webhook
  • Platform concepts
    • โœณ๏ธQuery Mode
    • ๐Ÿ’ซCaching
  • Guides
    • โ›‘๏ธSupport
  • User
    • ๐ŸคฉUpload your profile picture
  • Connectors
    • ๐Ÿ”ŒConnect your Sources
    • โš™๏ธWarehouse setup
      • BigQuery
        • Configure a Cloud Storage cleaning rule
      • Snowflake
    • โ˜๏ธWhitelisting Whaly connectors IPs
    • ๐Ÿ”SSH Tunneling
    • ๐Ÿ„Schema drift
    • ๐Ÿ”Replication method
    • ๐Ÿง™Source monitoring
    • ๐ŸŽSource catalog
      • Community
        • Github Stars
        • Slack
        • Orbit
      • Database
        • PostgreSQL / Postgres
          • ๐Ÿ’กTip: Extracting the relationships
        • MariaDB / MySQL
      • eCommerce
        • WooCommerce
      • Engineering
        • Github
      • Finance
        • Brex
        • Pennylane
          • Pennylane (Redshift) - General Ledger & Trial Balance
          • Pennylane API - Customer Invoices
        • Qonto
        • Stripe
        • QuickBooks
      • Marketing / Growth
        • Facebook Ads
        • Google Ads
        • Google Analytics
          • Google Analytics (V4)
          • Google Analytics (Universal Analytics)
        • LaGrowthMachine
        • lemlist
        • LinkedIn Ads
        • Salesloft
      • No-Code
        • Airtable
        • Bubble
        • Google Sheets
      • Support
        • Intercom
      • Product
        • Amplitude
        • MixPanel
        • Segment
      • Sales / CRMs
        • Aircall
        • Pipedrive
        • Hubspot
        • Recruit CRM
        • Salesforce
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Welcome to Whaly ๐Ÿณ

NextWhat is a team?

Last updated 11 months ago

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๐Ÿณ is a self service business intelligence platform that helps data analysts deliver faster insights to business teams, and helps business teams to get access to data so they can take better decisions.

This documentation is geared towards data analysts so they are able to manage and roll out in their organisation. In this guide you'll learn how to:

  1. Whaly is directly connected to your Data Warehouse ( / ) so that your data stays in your control, from the ingestion to the consumption.

  2. Whaly connects directly to your key data sources (CRM, Marketing platform, ...) and continuously sync your data into your warehouse so you can create better experiences for your end users.

  3. By giving you access to a no code data cleaning and enriching tool, it helps you shape your data to make great reporting.

  4. ๐Ÿ‘€ Create Data Experiences using Explorations By helping you to create dimensions and metrics on top of all your related data, it make your data "reporting ready".

  5. ๐Ÿ“ˆ Get insights by creating stunning Visualizations By creating reports and dashboards, you'll build visual representation of your data that can be shared to your stakeholders.

  6. ๐Ÿš€ Use your data outside Whaly Integrate Whaly in your everyday Workflow, whether it is updating a GSheet, an Excel File or an Airtable or even integrating your stunning dashboards in your own product or even your business apps, you'll learn how to achieve exactly that.

  7. ๐Ÿ“œ Achieve high scale governance with Whaly You'll learn how to use Whaly access control layer to control, and optimize who has access to which type of data.

๐Ÿ‘
Whaly
Whaly
๐Ÿ“ฆ Connect to your data Warehouse
BigQuery
Snowflake
๐Ÿ”Œ Connect business data using Sources
๐Ÿ›  Model your data using the Workbench