Concepts & Terminology
A quick glossary for BI terms used across the docs.
Data source / Integration
Any connected origin of queryable data. Two kinds:
- ETL integration — External platform (Square, Cheerfy, Factorial, Deliverect) or internal OneAvant module data (ERP when Logstock is enabled). Data is synced into the analytics warehouse on a schedule.
- Direct database connection — Your own PostgreSQL, MySQL, or SQL Server queried live (no ETL sync).
Both appear on the Integrations page.
Dataset
The logical grouping of tables belonging to one integration or database connection. When you pick a source in the query editor, you are selecting a dataset.
Query
A saved SQL statement plus metadata: title, data source, parameters (dynamic filters), and a visualization configuration (chart type, columns, aggregations).
Queries are reusable — the same query can appear on multiple databoards.
Parameter
A typed filter (string, number, boolean, date) injected into SQL as :parameterName. Parameters can use static option lists or values loaded from another query.
On databoards, parameter elements expose filters that drive one or more query widgets.
Visualization
How query results are rendered: tables (simple, paginated, BI table with grouping/conditional formatting), KPI cards, or charts (bar, line, pie, doughnut, scatter, combo, etc.).
Databoard
An interactive dashboard composed of elements on a drag-and-drop grid:
| Element | Role |
|---|---|
| Query | Runs a saved query and shows its visualization |
| Parameter | Filter control linked to queries on the board |
| Title | Section heading |
| Spacer | Vertical spacing |
| Image | Logo or decorative image |
Databoards support branding (palette, typography), undo/redo, and optional AI briefing summaries.
Share
A delivery configuration for a databoard: recipients (email or Slack channels), optional message, live link and/or PDF attachment, and an optional schedule (daily, weekly, monthly).
Maya AI
The conversational assistant (requires the Maya module). In BI, Maya generates and debugs SQL from natural language and powers the home-page “ask” prompt.
Dashboard target
A databoard can be pinned to appear inside another OneAvant app — today ERP (Logstock dashboard). Configured per databoard from the databoard list or editor.