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  • 🐳Using Whaly Guides
  • Core concepts
    • 📚Getting started
      • Data stack architecture
      • Consumers vs Builders
      • Data layers in Whaly
      • License Mapping
    • 🪄Data modeling
      • Understanding data models
      • Designing data models
      • Common modeling patterns
        • Event schema
      • Maintaining data models
      • Data models best practices
    • 🖌️Explorations
      • Understanding Explorations
      • Designing Explorations
      • Maintaining Explorations
      • Mistakes to avoid
  • Training
    • 👁️For viewers
    • 👩‍💻For editors
    • 🧙For builders
      • Setting up the training material
      • Creating a chart
      • Using and editing explorations
      • Filtering a dashboard
      • Creating explorations and models
  • Inspiration
    • 🗒️Use cases
      • Billing / Invoicing
      • Customer success
      • Fundraising
      • Marketing
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      • Product
      • Sales
      • Strategy
    • 💬Communication
    • 💡Tips
  • Recipes
    • 🤝Customer care
      • How to build a 360° customer dashboard
    • 🏦Finance
      • Modeling your recurring revenue
        • SQL for simplified MRR calculation
        • SQL for advanced MRR calculation
    • 📣Marketing
      • Track your entire Marketing Funnel
      • Calculate your Customer Acquisition Cost
      • Create a partner dashboard
    • 💼Sales
      • Analyze the impact of your Sales velocity on your closing rate
      • Create a sales performance dashboard
      • Build a target oriented sales dashboard
  • Misc
    • 🧐SQL Fanout
    • 📦Backup your data using BigQuery
    • ☁️Embedding reports in Salesforce
    • 👨‍💻Useful SQL operations
      • Flattening categories
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On this page
  • Navigating on the platform
  • Workflow for building dashboards
  • Deep dive into the core concepts
  1. Core concepts

📚Getting started

PreviousUsing Whaly GuidesNextData stack architecture

Last updated 2 years ago

Getting started is really easy once you've understood the core concepts of the platform. Let's have a look.

Navigating on the platform

Using Whaly, you will be able to use three different spaces, each one with different focus :

  • The workspace allows you to create and consult dashboards

  • The workbench is where you will import & model your data

  • The settings is targeted for admins operations, such as managing user access and permission.

To switch between apps, you can use the app switcher available on every page of the platform:

Workflow for building dashboards

Creating dashboards on the platform is based on a simple workflow :

  1. Get your analytics data : import your data into whaly and optionally create data models to get started

  2. Build explorations : build explorations to start asking question questions on your data

  3. Create dashboards : use your explorations to create charts and dashboards

Deep dive into the core concepts

Once you've understood the basis of the platform, it is recommended you read through the rest of the core concepts article.