GO — Guided Onboarding

Upload your sample dataset

Click Upload Sample and select a representative file from your dataset — around 100 rows is enough. GO uses this file to learn your data structure: field names, sample values, and the shape of your data. Everything GO suggests about KPIs, dimensions, and transformations is grounded in what it finds here.

Review GO's field mapping and auto-generated descriptions

Once the file is uploaded, GO scans every column and automatically suggests field descriptions based on what it detects. You’ll see each field listed with its sample values and a proposed description — this is GO’s first pass at understanding your data’s vocabulary. Review these to make sure GO has the right baseline before it starts recommending metrics.

Clarify column details and answer follow-up questions

GO pauses to ask clarifying questions about specific fields — for example, confirming the currency for a revenue column or the unit for a numeric field. Type your answers directly in the chat. These clarifications feed directly into GO’s KPI and dimension suggestions, so accurate answers here mean more relevant recommendations downstream.

Confirm your data setup before continuing

Before moving to the next phase, GO presents a summary of everything it has learned so far and asks for your confirmation. Review the proposed field mappings and column details, then click Confirm to proceed. Nothing advances without your explicit approval — GO never moves forward automatically.

Upload dashboard snapshots for KPI and dimension suggestions

Upload screenshots of your existing dashboards — from Tableau, Power BI, Excel, or anywhere your team currently tracks performance. GO reads these visuals to suggest KPIs and dimensions that align with how your business already measures success. This step is optional but significantly improves the relevance of GO’s recommendations.

Review GO's summary and confirm to activate monitoring

GO presents its complete summary — KPIs, dimensions, time settings, and data transformations — and waits for your final confirmation before activating DataGenie’s analytics features. Review each section carefully, then confirm to proceed. Once confirmed, DataGenie immediately begins tracking your metrics across hundreds of thousands of combinations.