Help Center

Workspaces are how you organize your data and visualizations. Each workspace has its own datasources, members, and slide decks.

• In the rail on the left, click New workspace (the plus below your workspaces).
• Enter a Workspace name and click Create workspace.
• You'll be set as the workspace owner automatically.

Datasources provide the data behind your visualizations. SlateData connects to databases and warehouses, and can also hold files you upload.

• On your workspace's Overview, click New, then Data, and choose a connector (All connectors… lists them all). To upload a CSV, JSON or Parquet file instead, click New, then Upload a file.
• Fill in the connection details, click Next, review them, and click Create (for example Create PostgreSQL). SlateData checks the connection when you create the datasource.

Once you have data connected, you can start building visualizations.

• On your workspace's Overview, click New, then Visualization.
• In the Data panel on the left, open a datasource and one of its tables to see its rows, or click SQL to write a query. With AI on, you can instead ask the assistant in the middle of the page for the data you want.
• With rows on screen, click Visualize, choose a chart type, and click Create chart. The visualization is saved to the workspace.
• Fine-tune it in the Admin settings panel, or add it to a slide deck.

Add organization members to your workspace, assemble your visualizations into a slide deck, and download it as PowerPoint or PDF from the deck's Share and download window to present to leadership — or embed individual charts in external pages.