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Getting Started

What is DataSquares?

DataSquares is a business intelligence platform: you connect it to the places your data already lives, shape that data into models, and build dashboards and reports your whole team can view, filter, and export.

The DataSquares home page: a box to ask a question about your data, the dashboards to continue working on, and the Needs attention feed.

If you have used Power BI, Tableau, or Metabase, you will feel at home — and a few things will feel better.

DataSquares connects to 100+ databases, warehouses, files, and APIs through a guided connection wizard (Connect your data): classic databases (PostgreSQL, MySQL, SQL Server, and many more), cloud warehouses (Snowflake, BigQuery, Databricks, Redshift), file uploads (CSV, Excel), Google Sheets, and REST/JSON APIs. Credentials are encrypted at rest.

Combine tables into data models with relationships, add calculated fields, and define reusable measures with SquareX — DataSquares’ own measure language with context-aware calculations (think Calculate, time intelligence like year-to-date, and level-of-detail expressions). You can author measures visually with a template builder or write SquareX directly in a code editor — both edit the same underlying definition.

A drag-and-drop canvas with a rich set of chart types, filters, cross-filtering and drill-down, copy-paste and format painter, a layers pane, and precise numeric positioning. Dashboards support themes (built-in, custom, and workspace defaults — you can even import a Power BI theme file), small multiples, and a separate phone layout, and present full-screen when it’s time to show your numbers.

An AI chat assistant can answer questions against your connected data, and build a whole dashboard or report from one request, shown for your approval before anything is created. AI in DataSquares lists every place the AI appears.

Share dashboards with teammates, publish view-only share links, embed dashboards in other applications, schedule reports, and export to PDF, PowerPoint, and PNG with print-quality pagination (Exports). Write up analysis as a story with live charts, or build a slide deck in Presentations whose every number stays bound to its data.

Everything lives in workspaces with member roles and invitations. People sign in with a password, Google, Microsoft, a passkey or an emailed sign-in link, with optional TOTP multi-factor authentication. Single sign-on via OIDC or SAML 2.0 and SCIM 2.0 provisioning are available on Enterprise (SSO, SCIM and MFA), and admins control workspace settings such as the default theme.

Pipelines, the Warehouse, Studio and the Android app

Section titled “Pipelines, the Warehouse, Studio and the Android app”
  • Pipelines move data between your systems: a pipeline extracts from your sources, transforms and routes the rows, and loads them into a managed dataset or back into your own database, warehouse or object store, on a schedule, on a trigger or on demand.
  • The Warehouse holds managed datasets: refreshable copies of a table or a saved query that work like any other data source.
  • Pipelines and the Warehouse are add-ons: a company adds them in Billing (Seats, plans & AI credits).
  • Studio is a desktop designer for Windows (macOS is on the way): it builds dashboards offline on local files and database tables, and publishes them to a workspace.
  • The Android app is for reading dashboards, metrics, reports and stories and getting alerts on the phone. If your role allows it, its Workspace tools also hold the workspace’s data, operations and administration pages. There is no iOS app.
  • Follow the Quickstart to build your first dashboard.
  • See Use cases for what teams use DataSquares for, and where to start for each.
  • Read Core concepts for the object model — workspaces, sources, models, dashboards, and shares — in one page.
  • Move data with Pipelines, design offline in Studio, or read dashboards on the Android app.