📄️ Getting Started with BI
OneAvant BI (Business Intelligence) is the analytics layer of the platform. Connect data from OneAvant modules and third-party systems, write SQL queries, assemble interactive databoards, and deliver insights to colleagues by email or Slack.
📄️ Concepts & Terminology
A quick glossary for BI terms used across the docs.
📄️ Integrations & Data Sources
📦 Integrations is where you connect analytics data. BI supports automated ETL sync from platforms and direct connections to your own databases.
📄️ Queries
📝 Queries are saved SQL reports. Each query belongs to a data source, can accept parameters for filtering, and renders as a table or chart visualization.
📄️ Building Databoards
📊 Databoards are interactive dashboards. Combine multiple query visualizations, filters, titles, and images on a drag-and-drop canvas.
📄️ Databoard Visualizations
📈 Each query element on a databoard renders its saved query using a visualization type. Configure types in the query editor or from the databoard element settings.
📄️ Sharing & Delivery
📤 Share databoards with colleagues, external recipients, or Slack channels. Deliver live links, optional PDF attachments, and scheduled sends.
📄️ Maya AI Assistant
✨ Maya is OneAvant’s AI assistant. In BI, Maya helps you explore data, generate SQL, debug failed queries, and start analyses from the home page.
📄️ Roles & Access
🔐 Control who can see which databoards using access controls and BI-specific permissions assigned through Settings → Roles.