Shape the data
Your data model and built-in queries define the datasets the team actually works with — joins, summaries, and filters included.
Reporting and data workspaces
Give teams a live workspace over operational data — curated records, query-backed views, and export paths that replace exported spreadsheets.
For: Operations, finance, and domain teams · Example concept
The problem
The data exists but the workspace does not. Teams copy numbers into decks, maintain shadow spreadsheets, and re-derive the same views every week.
What it produces
- One maintained workspace replaces many copies
- Every number traces back to a defined query
- New views are just layout changes — quick to ship
data: monthly_summary
| period | region | total | delta |
|---|---|---|---|
| 2025-09 | EMEA | 48,210 | +6.1% |
| 2025-09 | AMER | 61,004 | +2.4% |
| 2025-08 | APAC | 22,730 | -1.2% |
- 1 Refresh aggregates
- 2 Compare period
- 3 Flag anomalies
- 4 Publish view
automation · resumable · schedulable
Overview dashboard
Drill-down table
Export
screens · connected to data and automations
How it comes together
Build the views
Tables, summaries, and detail screens connect directly to those queries, so the workspace stays live instead of going stale.
Keep it maintained
Scheduled automations refresh derived data; exports and API endpoints serve the same queries to downstream consumers.
The pieces involved
- Curated data and summary queries
- Dashboard and drill-down screens
- Scheduled refresh automations
- Export and API endpoints over the same queries
Other concepts
Is this your problem?
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