Core concepts
Workspaces
A workspace is the top-level environment in Anlytic. It contains all your data connections, catalogs, dashboards, teams, and users. Think of it as your organization’s home within the platform. Most organizations use a single workspace. Each workspace has its own settings, members, and permissions.Connectors
A connector is a configured connection to an external data source such as PostgreSQL, MySQL, Snowflake, or BigQuery. Connectors store the credentials and connection details that Anlytic uses to query your data in real-time. You need at least one connector before you can start building dashboards.Catalogs
A catalog defines which tables and columns from your connected data sources are available for analysis. It acts as a curated data layer between your raw database and the dashboards your team builds. Within a catalog, you can:- Select which tables to expose
- Define metadata — labels, descriptions, and formatting for columns
- Create relationships — define how tables join together so Anlytic can automatically combine data across tables
Teams
A team is a group of users within a workspace. Teams control access to dashboards and content. Each team member is assigned a role that determines what they can view, edit, or manage. Teams allow you to organize your workspace around departments, projects, or any structure that fits your organization.Dashboards
A dashboard is a collection of charts and visualizations arranged in rows. Dashboards pull data from your catalog and display it through various chart types — tables, bar charts, maps, heatmaps, and more. Dashboards can be shared with teams and filtered interactively to explore different slices of your data.Workbooks
A workbook is the editing environment where you build and configure a dashboard. Inside a workbook, you add rows, create charts, apply filters, and arrange your layout. Once you are done, the result is a published dashboard.Functions
Functions are formula expressions you can use inside data tables to transform, calculate, and analyze data. They work similarly to spreadsheet formulas and support a wide range of operations — date manipulation, math, text processing, conditional logic, aggregations, and window calculations.How it all fits together
The typical workflow in Anlytic follows four steps:Catalog
Create a catalog that defines which tables, columns, metadata, and relationships are available for analysis.
What’s next
Ready to set up your environment? Follow the setup guide step by step:Initial setup
Create your account and configure your workspace.
User management
Add users and assign roles.
Connect a data source
Configure your first database connection.
Team configuration
Create teams and manage access.
Build your first dashboard
Create your first charts and publish a dashboard.
Function reference
Browse all available formula functions by category.