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Users need the Admin role to upload files. Analysts have read-only access.
Definite lets you upload files directly into your Docs for analysis. Drag a CSV, PNG, Markdown file, Word document, PDF, or other common file types into the Fi panel to get started.

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Uploading a file

1
Open the Doc where you want to analyze the file.
2
Drag the file from your local machine onto the Fi panel on the right side of the Doc.
3
Choose where the file should go:
OptionDescription
SharedUpload to team drive. Teammates can access this file.
LocalOnly available in this Fi conversation.
Upload file dialog
4
Ask Fi to analyze the file. For example: “Build me a quick executive dashboard from this data.”

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Working with uploaded files

After uploading, you can:
  • Query the data: Write SQL against the uploaded file like any other data source
  • Join with warehouse data: Combine uploaded data with your connected databases
  • Create visualizations: Build KPIs, charts, and tables from the uploaded data
  • Ask Fi: Use natural language to analyze the uploaded file

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Use cases

  • Ad-hoc analysis: Upload a spreadsheet export for quick analysis
  • Data enrichment: Join external data with your warehouse tables
  • Prototyping: Test queries against sample data before connecting to production
  • One-time reports: Analyze data that doesn’t need to live in your warehouse

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Next steps

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