Users need the Admin role to use Fi for creating and editing. Analysts have read-only access.
Fi principles
- Be specific: The more detail you provide, the better Fi performs. “Show monthly revenue for the last 12 months as a line chart” works better than “Show me revenue.”
- Iterate and refine: Start with a basic request, then refine with follow-up prompts. Fi remembers your conversation context, so you can build on previous requests.
- Give Fi context: Before editing a tile, add it to Fi’s context using the three dots menu. Fi needs to see the existing query and settings to make accurate changes.
- Start with Fi, customize later: Fi generates clean, readable code. Let Fi do the heavy lifting, then edit the SQL or Python directly if you need precise control.
What Fi can do
| Task | Example |
|---|---|
| One-off analysis | ”How much in sales by month?” |
| Create Docs | ”Build me a revenue dashboard with KPIs and charts” |
| Update Docs | ”Add a new section for customer metrics” |
| Create tiles | ”Show me a bar chart of revenue by region” |
| Edit tiles | ”Change this to a line chart and use blue” |
| Debug | ”Why is this query returning no results?” |
When should I use Fi vs write queries myself?
Use Fi when you want to move fast. Describe what you need, and Fi writes the SQL and configures the visualization. This works for most tasks, even complex ones. Write queries manually when you need precise control over the SQL logic, want to use advanced Python transformations, or are working with complex joins that require specific optimization.Accessing Fi
Fi lives in the right panel of every Doc. Open any Doc and you’ll see the Fi chat panel ready to help. If you don’t see it, click on the bottom right-hand side of the Doc to open the Fi panel.
Creating a dashboard with Fi
The fastest way to build a Doc is to describe what you want:- Open a new or existing Doc
- In the Fi panel, describe the dashboard you want: “Build me a revenue dashboard with KPIs for total collected and total billed, plus a monthly trend chart”
- Fi creates the tiles with appropriate queries and visualizations
- Refine with follow-up prompts: “Add a breakdown by payment method”
Adding context for Fi
Fi works best when it has context about what you’re working with.Adding a tile as context
To update or edit an existing tile, add it to Fi’s context first:- Click the three dots (⋯) on the tile
- Select Add to Fi Context
- Ask Fi to make changes: “Change this to a bar chart” or “Update the time range to last 6 months”
Adding other context
Click the + Context button in the Fi panel to add additional context:- Tables: Add table schemas from your connected data sources
- Models: Include data models for reference
- Cubes: Add semantic layer definitions
- Recent Events: Reference recent activity
- Integrations: Include connected service context
- Artifacts: Add other saved assets
Example prompts
| Task | Example prompts |
|---|---|
| Analysis | • “How much revenue did we collect last month?” • “What are our top 10 customers by lifetime value?” • “Show me the trend of monthly recurring revenue” |
| Create visualization | • “Create a KPI tile showing total invoices” • “Add a line chart of monthly revenue collected vs billed” • “Make a pie chart of revenue by payment method” |
| Edit tile | • “Change this chart to show the last 12 months instead of 90 days” • “Update the color of this KPI to green” • “Add a title to this section” |
| Debug | • “Why is this query returning no results?” • “Help me fix this SQL error” |