Question 1

Build a Workflow to Transform Data

Accepted Answer

This guide will go over how to work with data to build new tables in your project using the Workflows feature. A Workflow is a visual editor to clean, transform, and analyze your data.

Think of workflows like spreadsheets, but better suited for data analytics. Instead of manually deleting rows or adding formulas, you define each transformation once and they'll be run automatically in future. Workflows are the nuts and bolts of your data analytics work. Use them to prepare data, build segments and calculate new metrics.

🏗 Building your workflow

Q: Limit Node

<h3 id="description">Description</h3> <p>Use the <strong>Limit</strong> node to limit the output to a fixed number of rows.</p> <h3 id="options">Options:</h3> <ul> <li>Limit: choose how many rows to keep</li> <li>Offset: offset the number of rows to start the limit. The default = 0, which means you'll start from the first row</li> </ul> <h3 id="tips">Tips</h3> <ul> <li>The order of the rows is not guaranteed unless you use a sort node <em>before</em> a limit node.</li> </ul> <h3 id="sqlequivalent">SQL Equivalent</h3> <pre><code>select * from {data_source} limit 10 </code></pre> <p><a href="/en-us/category/workflows-kcbeuo/">↩️ Back to Workflow Settings</a></p>

To build a workflow, you drag-and-drop nodes onto the canvas and connect them together. Data flows from the right side (output) of a node into the left side (input) of the next node. Certain nodes (e.g. joins) have multiple inputs.

Every workflow must start with a Get Data node and must end with a Save Data node:

1) Get Data will import data from an integration or another workflow 2) Save Data will export data and make it available in other workflows or dashboards

To configure a node, click the edit button below it (or double click it). You edit the configuration, and preview the results before saving. We've written a guide for every node if you run into any issues. | For example, in the filter node, you'll need to choose the column ("city"), predicate ("equals") and value ("London").

At the moment, we have nodes for most common data transformations, including a formula

Question 2

Integrating a New Data Source

Accepted Answer

An integration is a method by which you can import data from the software you use to run your business, like your sales, expenses, customers, marketing, etc into your project. This is the first step to being able to generate insights and make data-driven decisions, so if you have any issues with this guide, we'll be right here to help you via chat or one-on-one calls.

🚛 Integrate Data into Your Project

Go Fig has a wide variety of ways to sync data into your project to start getting insights!

App Connectors with one-click setup to sync data from all the software you use to run your business
We also support a universal options to import data from Google Sheets & CSV uploads
[Mature and Scale tiers only] Database Connectors with one-click setup to sync data from your existing databases
[Mature and Scale tiers only] Custom integrations built by our team upon request

App Connectors

App Connectors are the best way to sync data into your project from the software you use to run your business. We strongly recommend syncing at least one Accounting app (e.g. Quickbooks Online), one Point of Sale app (e.g. Square, Toast, etc), one Marketing app (e.g. Adwords or Facebook Ads). Other App Connectors we support include Web Analytics (e.g. Employee Shift Management (7Shifts), Customer Relationship Management (e.g. Hubspot) and much more!

App Connectors are the best choice to integrate your data. Select the App Connector you want to integrate, and follow the steps to authori

Question 3

Visualize Data with Reports

Accepted Answer

This guide will go over how to display data in charts, metrics and other widgets in your project using the Reports feature. A Report is a visual display of data metrics that is always up to date with latest data and can be shared.

If you've used another Report builder or Business Intelligence tool, our Report builder will feel intuitive. You get a freeform, configurable canvas and a variety of widgets to display results from your data.

🏗 How to Building a Report

You'll start with an empty canvas. You can change the dimensions to suit your needs (e.g. width of 360 pixels for mobile).

Add new widgets to the canvas and click edit to configure them. At a high level, there are four types of widget:

Text, Image and Embed widgets for captions, explanations and external content
Table widgets to display raw data
Chart widgets to visualize the relationship between columns in your data (typically with aggregations)
Controls to enable viewers to change the date range

For most widgets, you need to choose the source data ("Table") you want to use. For charts, you'll need to configure at least one dimension and metric:

Dimensions describe or categorize your data e.g. Product ID, Device, Date
Metrics measure your dimensions, and is the result of an aggregation e.g. total sales, average session duration

You can pre-filter the data and sort the results, and you can preview the widget before saving. We've written a guide for every widget

Question 4

Getting Started with Go Fig AI

Accepted Answer

Question 5

Limit Node

Accepted Answer

Description

Use the Limit node to limit the output to a fixed number of rows.

Options:

Limit: choose how many rows to keep
Offset: offset the number of rows to start the limit. The default = 0, which means you'll start from the first row

Tips

The order of the rows is not guaranteed unless you use a sort node before a limit node.

SQL Equivalent

select *
from {data_source}
limit 10

↩️ Back to Workflow Settings

Question 6

Export Data to CSV

Accepted Answer

📤 Export to CSV

Sometimes one-time adhoc analyses are quicker to perform in a spreadsheet than in a Business Intelligence tool like Go Fig. You can export your data from any Integration or Workflow to a CSV file at any time.

The Export to CSV feature is available within the Workflow feature. You can export both raw data from an Integration or transformed data created within a Workflow:

To download raw data from an Integration, use the Export to CSV feature from within your first "Get Data" node
To download transformed data, use the Export to CSV feature from any other node in the Workflow

Instructions

Click on the "edit" button at the node you want to export from
In the pop-up window, click on the "download" icon
You will receive a pop-up that acknowledges your request
An email will be sent with the link to download your CSV export to the email address registered with your account. This link will be valid for 7 days.
Click on the "Download your CSV export now" link to download your CSV file.

Can Fig Perform Adhoc Analyses More Quickly?

We are constantly training and improving the functionality of Fig, your AI Data & Business Expert. Ask Fig to see if she can perform the analyses you want to do in a spreadsheet. If she can't do it, please submit a feature request so we can automate your adhoc tasks.

Featured & Frequently Read Articles

Browse All Categories