What are Queries?
Queries allow you to retrieve, filter, transform, and organize data from your connected data sources. Think of a query as a set of instructions that tells Insights exactly what data to fetch and how it should be processed before it is used in charts or dashboards.
A query typically starts with a table and applies one or more operations such as filtering rows, joining tables, calculating values, or selecting specific columns.
Available Query Types
Insights provides three different ways to create queries, allowing both technical and non-technical users to work with data.
- Query Builder – A visual, no-code interface recommended for most users.
- SQL Editor – Write SQL queries directly for advanced database users.
- Script Editor – Use Python scripts for advanced data processing and transformations.
Create Your First Query
Creating a query begins inside a workbook. Insights lets you choose the method that best matches your experience level.
Step 1: Open the Query Builder
- Open the workbook where you want to create a query.
- Navigate to the Queries tab.
- Click New Query.
- Select one of the available query types:
- Visual Query Builder – Build queries using a visual interface.
- SQL Editor – Write SQL statements manually.
- Script Editor – Create queries using Python.
For most users, the Visual Query Builder is the recommended option because it allows you to build powerful queries without writing code.
Tip
You can switch to the SQL Editor or Script Editor later if your reporting requirements become more advanced.
Step 2: Select a Data Source
Every query begins by selecting the table that contains the data you want to analyze.
- Click Select a Table.
- Choose the required data source.
- Select the table you want to use as the starting point for your query.
You can create queries using data from:
- Demo Data
- Site Database (Site DB)
- Uploaded CSV or Excel files
- Other queries within the same workbook
Next Step
Once a table has been selected, you can begin building your query by adding operations such as filtering rows, joining tables, choosing columns, sorting data, grouping records, and creating calculated fields.
