# Documentation ## Documentation - [Welcome to Whaly 🐳](https://docs.whaly.io/master.md) - [What is a team?](https://docs.whaly.io/team/what-is-a-team.md) - [Single Sign On](https://docs.whaly.io/team/single-sign-on.md) - [Impersonate](https://docs.whaly.io/team/impersonate.md) - [What is an organisation?](https://docs.whaly.io/organisation/what-is-an-organisation.md) - [Upload your Organisation logo](https://docs.whaly.io/organisation/upload-your-organisation-logo.md) - [Manage Access to your organisation](https://docs.whaly.io/organisation/manage-access-to-your-organisation.md) - [Understanding Licences](https://docs.whaly.io/organisation/understanding-licences.md) - [Understanding User Roles](https://docs.whaly.io/organisation/manage-access-control.md): This page explain you how you can manage which user of your org can have different rights on Whaly. - [User Attributes](https://docs.whaly.io/user-management/user-attributes.md) - [User Groups](https://docs.whaly.io/user-management/user-groups.md) - [Service Accounts](https://docs.whaly.io/user-management/service-accounts.md): Service accounts are technical users used to authenticate API integrations between Whaly and external systems and applications. - [Workspace](https://docs.whaly.io/workspace/workspace.md) - [Report Folders](https://docs.whaly.io/workspace/report-folders.md) - [Sharing & Collaboration](https://docs.whaly.io/workspace/sharing-and-collaboration.md): Whaly is built to be super collaborative, so there's a number of ways to share the dashboards you create with other people, exactly the way you want them to. - [Share a report to the Web](https://docs.whaly.io/workspace/sharing-and-collaboration/share-a-report-by-link.md) - [Catalog](https://docs.whaly.io/workspace/catalog.md) - [Settings](https://docs.whaly.io/workspace/settings.md) - [Connect your Warehouse](https://docs.whaly.io/warehouse/connect-your-warehouse.md) - [Amazon Athena](https://docs.whaly.io/warehouse/amazon-athena.md) - [Connect your Athena](https://docs.whaly.io/warehouse/amazon-athena/connect-your-athena.md) - [Amazon Redshift](https://docs.whaly.io/warehouse/amazon-redshift.md) - [Connect your Redshift](https://docs.whaly.io/warehouse/amazon-redshift/connect-your-redshift.md) - [Databricks](https://docs.whaly.io/warehouse/databricks.md) - [Connect your Databricks](https://docs.whaly.io/warehouse/databricks/connect-your-databricks.md) - [Google BigQuery](https://docs.whaly.io/warehouse/google-bigquery.md) - [Connect your BigQuery](https://docs.whaly.io/warehouse/google-bigquery/connect-your-bigquery.md) - [Grant access to BigQuery datasets](https://docs.whaly.io/warehouse/google-bigquery/grant-access-to-bigquery-datasets.md) - [Enable multi project support](https://docs.whaly.io/warehouse/google-bigquery/enable-multi-project-support.md) - [Postgres](https://docs.whaly.io/warehouse/postgres.md) - [Connect your Postgres](https://docs.whaly.io/warehouse/postgres/connect-your-postgres.md) - [Whitelisting Whaly IPs](https://docs.whaly.io/warehouse/postgres/whitelisting-whaly-ips.md) - [Snowflake](https://docs.whaly.io/warehouse/snowflake.md) - [Connect your Snowflake](https://docs.whaly.io/warehouse/snowflake/connect-your-snowflake.md) - [Giving access to Snowflake data](https://docs.whaly.io/warehouse/snowflake/giving-access-to-snowflake-data.md) - [Models sync](https://docs.whaly.io/models/models-sync.md) - [Where should my models be managed?](https://docs.whaly.io/models/models-sync/where-should-my-models-be-managed.md) - [dbt Cloud](https://docs.whaly.io/models/models-sync/dbt-cloud.md) - [Configuration](https://docs.whaly.io/models/models-sync/dbt-cloud/configuration.md) - [Exposing models into Whaly](https://docs.whaly.io/models/models-sync/dbt-cloud/exposing-models-into-whaly.md) - [Persistence Engine](https://docs.whaly.io/models/persistence-engine.md) - [Configuration](https://docs.whaly.io/models/persistence-engine/configuration.md) - [Snowflake](https://docs.whaly.io/models/persistence-engine/configuration/snowflake.md) - [Check Materialisation runs status](https://docs.whaly.io/models/persistence-engine/check-materialisation-runs-status.md) - [Navigating the workbench](https://docs.whaly.io/data-management/navigating-the-workbench.md) - [Modeling](https://docs.whaly.io/data-management/workbench.md) - [Understanding Datasets](https://docs.whaly.io/data-management/workbench/understanding-datasets.md) - [General Information](https://docs.whaly.io/data-management/workbench/understanding-datasets/general-information.md) - [Drills](https://docs.whaly.io/data-management/workbench/understanding-datasets/drills.md) - [Relationships](https://docs.whaly.io/data-management/workbench/understanding-datasets/relationships.md) - [Primary Keys](https://docs.whaly.io/data-management/workbench/understanding-datasets/primary-keys.md) - [Cache](https://docs.whaly.io/data-management/workbench/understanding-datasets/cache.md) - [Model Data](https://docs.whaly.io/data-management/workbench/model-data.md) - [SQL Models](https://docs.whaly.io/data-management/workbench/model-data/sql-models.md) - [Flow Models](https://docs.whaly.io/data-management/workbench/model-data/flow-models.md) - [Create a Flow](https://docs.whaly.io/data-management/workbench/model-data/flow-models/create-a-flow.md) - [Update a Flow](https://docs.whaly.io/data-management/workbench/model-data/flow-models/update-a-flow.md) - [Flow steps](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps.md) - [From Model](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/from-model.md) - [From Raw](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/from-raw.md) - [Hide Column](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/hide-column.md) - [Filter](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/filter.md) - [Lookup](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/lookup.md) - [Rollup](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/rollup.md) - [Formulas](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/formulas.md) - [Group](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/group.md) - [Union](https://docs.whaly.io/data-management/workbench/model-data/flow-models/flow-steps/union.md) - [Import raw data](https://docs.whaly.io/data-management/workbench/import-raw-data.md) - [From your warehouse](https://docs.whaly.io/data-management/workbench/import-raw-data/from-your-warehouse.md) - [From third party data](https://docs.whaly.io/data-management/workbench/import-raw-data/from-third-party-data.md) - [Explorations](https://docs.whaly.io/data-management/explorations.md): This section helps you understand what explorations are and how you can use them to achieve your goals. - [Configure an exploration](https://docs.whaly.io/data-management/explorations/configure-an-exploration.md) - [Exploration Templates](https://docs.whaly.io/data-management/explorations/exploration-templates.md) - [Tables](https://docs.whaly.io/data-management/explorations/tables.md) - [Configure a table](https://docs.whaly.io/data-management/explorations/tables/configure-a-table.md) - [Add related data](https://docs.whaly.io/data-management/explorations/tables/add-related-data.md) - [Metrics](https://docs.whaly.io/data-management/explorations/metrics.md) - [Create a Metric](https://docs.whaly.io/data-management/explorations/metrics/create-a-metric.md) - [Create a Calculated Metric](https://docs.whaly.io/data-management/explorations/metrics/create-a-calculated-metric.md) - [Create Drill Downs](https://docs.whaly.io/data-management/explorations/metrics/create-drill-downs.md) - [Using custom formatting](https://docs.whaly.io/data-management/explorations/metrics/using-custom-formatting.md) - [Dimensions](https://docs.whaly.io/data-management/explorations/dimensions.md) - [Create a dimension](https://docs.whaly.io/data-management/explorations/dimensions/create-a-dimension.md) - [Check measure usage](https://docs.whaly.io/data-management/explorations/check-measure-usage.md) - [Row Level Access](https://docs.whaly.io/data-management/explorations/row-level-access.md) - [Exploring data](https://docs.whaly.io/data-consumption/exploring-data.md) - [How to explore data](https://docs.whaly.io/data-consumption/exploring-data/how-to-explore-data.md) - [Drill Down](https://docs.whaly.io/data-consumption/exploring-data/drill-down.md) - [Forecasting](https://docs.whaly.io/data-consumption/exploring-data/forecasting.md): Forecasting allow you to predict a value in the future based on past data. It uses machine learning techniques to output the probable future. - [What is a Report?](https://docs.whaly.io/data-consumption/what-is-a-report.md) - [Dashboards](https://docs.whaly.io/data-consumption/dashboards.md): Dashboards allow you to combine charts together to answer business questions. You can share these reports with your colleagues or externally in your apps or publicly - [Create a dashboard](https://docs.whaly.io/data-consumption/dashboards/create-a-dashboard.md) - [Manage tiles](https://docs.whaly.io/data-consumption/dashboards/manage-tiles.md) - [Add chart tiles](https://docs.whaly.io/data-consumption/dashboards/manage-tiles/add-chart-tiles.md) - [Add text tiles](https://docs.whaly.io/data-consumption/dashboards/manage-tiles/add-text-tiles.md) - [Add navigation tiles](https://docs.whaly.io/data-consumption/dashboards/manage-tiles/add-navigation-tiles.md) - [Arranging tiles](https://docs.whaly.io/data-consumption/dashboards/manage-tiles/arranging-tiles.md) - [Add a description](https://docs.whaly.io/data-consumption/dashboards/add-a-description.md) - [Share a dashboard](https://docs.whaly.io/data-consumption/dashboards/share-a-dashboard.md) - [Filter a dashboard](https://docs.whaly.io/data-consumption/dashboards/filter-a-dashboard.md) - [Push dashboard](https://docs.whaly.io/data-consumption/dashboards/push-dashboard.md) - [Delete a dashboard](https://docs.whaly.io/data-consumption/dashboards/delete-a-dashboard.md) - [Questions](https://docs.whaly.io/data-consumption/questions.md): Question allow you to save a single chart when you do not need to create a whole dashboard - [Create a question](https://docs.whaly.io/data-consumption/questions/create-a-question.md) - [Add a description](https://docs.whaly.io/data-consumption/questions/add-a-description.md) - [Share a question](https://docs.whaly.io/data-consumption/questions/share-a-question.md) - [Push question data](https://docs.whaly.io/data-consumption/questions/push-question-data.md) - [Delete a question](https://docs.whaly.io/data-consumption/questions/delete-a-question.md) - [Refreshing a report](https://docs.whaly.io/data-consumption/refreshing-a-report.md) - [Theming](https://docs.whaly.io/data-visualisation/theming.md) - [Chart your data](https://docs.whaly.io/data-visualisation/chart-your-data.md) - [Bar chart](https://docs.whaly.io/data-visualisation/chart-your-data/bar-chart.md) - [Calendar chart](https://docs.whaly.io/data-visualisation/chart-your-data/calendar-chart.md) - [Funnel chart](https://docs.whaly.io/data-visualisation/chart-your-data/funnel-chart.md) - [Gauge chart](https://docs.whaly.io/data-visualisation/chart-your-data/gauge-chart.md) - [Geo map chart](https://docs.whaly.io/data-visualisation/chart-your-data/geo-map-chart.md) - [Heatmap chart](https://docs.whaly.io/data-visualisation/chart-your-data/heatmap-chart.md) - [Interactive map chart](https://docs.whaly.io/data-visualisation/chart-your-data/interactive-map-chart.md) - [Line chart](https://docs.whaly.io/data-visualisation/chart-your-data/line-chart.md) - [Metric chart](https://docs.whaly.io/data-visualisation/chart-your-data/metric-chart.md) - [Pie chart](https://docs.whaly.io/data-visualisation/chart-your-data/pie-chart.md) - [Retention chart](https://docs.whaly.io/data-visualisation/chart-your-data/retention-chart.md) - [Table chart](https://docs.whaly.io/data-visualisation/chart-your-data/table-chart.md) - [Treemap chart](https://docs.whaly.io/data-visualisation/chart-your-data/treemap-chart.md) - [Waterfall chart](https://docs.whaly.io/data-visualisation/chart-your-data/waterfall-chart.md) - [Custom time format in time series](https://docs.whaly.io/data-visualisation/chart-your-data/custom-time-format-in-time-series.md) - [Explorations Section](https://docs.whaly.io/content-management/explorations-section.md) - [Bulk Content Management](https://docs.whaly.io/content-management/bulk-content-management.md) - [Document templates](https://docs.whaly.io/objects/document-templates.md) - [Embed in Business apps](https://docs.whaly.io/embedding/embed-in-business-apps.md) - [Notion](https://docs.whaly.io/embedding/embed-in-business-apps/notion.md) - [Clickup](https://docs.whaly.io/embedding/embed-in-business-apps/clickup.md) - [Hubspot](https://docs.whaly.io/embedding/embed-in-business-apps/hubspot.md) - [Google Chrome](https://docs.whaly.io/embedding/embed-in-business-apps/google-chrome.md) - [Install](https://docs.whaly.io/embedding/embed-in-business-apps/google-chrome/install-preview-release.md) - [Configure the Chrome extension](https://docs.whaly.io/embedding/embed-in-business-apps/google-chrome/configure-the-chrome-extension.md) - [Embedding API](https://docs.whaly.io/embedding/embedding-api.md): This section describes how to embed a report in your website or your webapp. In order to do so you need to be able to modify your app's code as well as having admin access to Whaly. - [Partner Portal](https://docs.whaly.io/embedding/partner-portal.md) - [Push](https://docs.whaly.io/workflows/push.md) - [Configure a Push](https://docs.whaly.io/workflows/push/configure-a-push.md) - [Manage Push](https://docs.whaly.io/workflows/push/manage-push.md) - [Manage Installed Actions](https://docs.whaly.io/workflows/manage-installed-actions.md) - [Actions catalog](https://docs.whaly.io/workflows/actions-catalog.md) - [Airtable](https://docs.whaly.io/workflows/actions-catalog/airtable.md) - [Google Sheets](https://docs.whaly.io/workflows/actions-catalog/google-sheets.md) - [Slack](https://docs.whaly.io/workflows/actions-catalog/slack.md) - [Sendgrid](https://docs.whaly.io/workflows/actions-catalog/sendgrid.md) - [Webhook](https://docs.whaly.io/workflows/actions-catalog/webhook.md) - [Query Mode](https://docs.whaly.io/platform-concepts/query-mode.md): This document aims to provide users with a clear understanding of the two query modes available in our BI system: Direct Query and Serving Layer. Understanding these query modes will help you optimise - [Caching](https://docs.whaly.io/platform-concepts/caching.md) - [Support](https://docs.whaly.io/guides/support.md) - [Upload your profile picture](https://docs.whaly.io/user/upload-your-profile-picture.md) - [Connect your Sources](https://docs.whaly.io/connectors/how-sources-work.md) - [Warehouse setup](https://docs.whaly.io/connectors/warehouse-setup.md) - [BigQuery](https://docs.whaly.io/connectors/warehouse-setup/bigquery.md) - [Configure a Cloud Storage cleaning rule](https://docs.whaly.io/connectors/warehouse-setup/bigquery/configure-a-cloud-storage-cleaning-rule.md) - [Snowflake](https://docs.whaly.io/connectors/warehouse-setup/snowflake.md) - [Whitelisting Whaly connectors IPs](https://docs.whaly.io/connectors/whitelisting-whaly-connectors-ips.md) - [SSH Tunneling](https://docs.whaly.io/connectors/ssh-tunneling.md): If it's not possible to provide direct access to your database port, you can connect to Whaly using an SSH tunnel. - [Schema drift](https://docs.whaly.io/connectors/schema-drift.md) - [Replication method](https://docs.whaly.io/connectors/replication-method.md) - [Source monitoring](https://docs.whaly.io/connectors/source-monitoring.md) - [Source catalog](https://docs.whaly.io/connectors/source-catalog.md) - [Community](https://docs.whaly.io/connectors/source-catalog/community.md) - [Github Stars](https://docs.whaly.io/connectors/source-catalog/community/github-stars.md) - [Slack](https://docs.whaly.io/connectors/source-catalog/community/slack.md) - [Orbit](https://docs.whaly.io/connectors/source-catalog/community/orbit.md) - [Database](https://docs.whaly.io/connectors/source-catalog/database.md) - [PostgreSQL / Postgres](https://docs.whaly.io/connectors/source-catalog/database/postgres.md) - [Tip: Extracting the relationships](https://docs.whaly.io/connectors/source-catalog/database/postgres/tip-extracting-the-relationships.md) - [MariaDB / MySQL](https://docs.whaly.io/connectors/source-catalog/database/mariadb_mysql.md) - [eCommerce](https://docs.whaly.io/connectors/source-catalog/ecommerce.md) - [WooCommerce](https://docs.whaly.io/connectors/source-catalog/ecommerce/woocommerce.md) - [Engineering](https://docs.whaly.io/connectors/source-catalog/engineering.md) - [Github](https://docs.whaly.io/connectors/source-catalog/engineering/github.md) - [Finance](https://docs.whaly.io/connectors/source-catalog/finance.md) - [Brex](https://docs.whaly.io/connectors/source-catalog/finance/brex.md) - [Pennylane](https://docs.whaly.io/connectors/source-catalog/finance/pennylane.md) - [Pennylane (Redshift) - General Ledger & Trial Balance](https://docs.whaly.io/connectors/source-catalog/finance/pennylane/pennylane-redshift-general-ledger-and-trial-balance.md) - [Pennylane API - Customer Invoices](https://docs.whaly.io/connectors/source-catalog/finance/pennylane/pennylane-api-customer-invoices.md) - [Qonto](https://docs.whaly.io/connectors/source-catalog/finance/qonto.md) - [Stripe](https://docs.whaly.io/connectors/source-catalog/finance/stripe.md) - [QuickBooks](https://docs.whaly.io/connectors/source-catalog/finance/quickbooks.md) - [Marketing / Growth](https://docs.whaly.io/connectors/source-catalog/marketing-growth.md) - [Facebook Ads](https://docs.whaly.io/connectors/source-catalog/marketing-growth/facebook-ads.md) - [Google Ads](https://docs.whaly.io/connectors/source-catalog/marketing-growth/google-ads.md) - [Google Analytics](https://docs.whaly.io/connectors/source-catalog/marketing-growth/google-analytics.md) - [Google Analytics (V4)](https://docs.whaly.io/connectors/source-catalog/marketing-growth/google-analytics/google-analytics-v4.md) - [Google Analytics (Universal Analytics)](https://docs.whaly.io/connectors/source-catalog/marketing-growth/google-analytics/google-analytics.md) - [LaGrowthMachine](https://docs.whaly.io/connectors/source-catalog/marketing-growth/lagrowthmachine.md) - [lemlist](https://docs.whaly.io/connectors/source-catalog/marketing-growth/lemlist.md) - [LinkedIn Ads](https://docs.whaly.io/connectors/source-catalog/marketing-growth/linkedin-ads.md) - [Salesloft](https://docs.whaly.io/connectors/source-catalog/marketing-growth/salesloft.md) - [No-Code](https://docs.whaly.io/connectors/source-catalog/no-code.md) - [Airtable](https://docs.whaly.io/connectors/source-catalog/no-code/airtable.md) - [Bubble](https://docs.whaly.io/connectors/source-catalog/no-code/bubble.md) - [Google Sheets](https://docs.whaly.io/connectors/source-catalog/no-code/google-sheets.md) - [Support](https://docs.whaly.io/connectors/source-catalog/support.md) - [Intercom](https://docs.whaly.io/connectors/source-catalog/support/intercom.md) - [Product](https://docs.whaly.io/connectors/source-catalog/product.md) - [Amplitude](https://docs.whaly.io/connectors/source-catalog/product/amplitude.md) - [MixPanel](https://docs.whaly.io/connectors/source-catalog/product/mixpanel.md) - [Segment](https://docs.whaly.io/connectors/source-catalog/product/segment.md) - [Sales / CRMs](https://docs.whaly.io/connectors/source-catalog/sales-crms.md) - [Aircall](https://docs.whaly.io/connectors/source-catalog/sales-crms/aircall.md) - [Pipedrive](https://docs.whaly.io/connectors/source-catalog/sales-crms/pipedrive.md) - [Hubspot](https://docs.whaly.io/connectors/source-catalog/sales-crms/hubspot.md) - [Recruit CRM](https://docs.whaly.io/connectors/source-catalog/sales-crms/recruit-crm.md) - [Salesforce](https://docs.whaly.io/connectors/source-catalog/sales-crms/salesforce.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.whaly.io/master.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.