Quick Start

Whether you're an analyst, data scientist, or business user, Codatum simplifies connecting, analyzing, visualizing, and sharing your data and insights.

Connect to Your Data

To begin, you will need to connect Codatum to your data source. We currently support Google BigQuery, allowing you to access and analyze large datasets directly from the cloud.

How to Create a Connection

1. Navigate to Connections: Go to Workspace Settings at the bottom left of any page, then navigate to Connections and click New connection.

2. Upload Credentials: Upload the JSON key file of a Service Account and enter the Connection Details.

3. Sync Targets: Add your Google Cloud Project ID and select the dataset for metadata sync.

Once your data is connected, you are ready to dive into analysis.

Refer here for detailed steps on creating a connection and troubleshooting issues.

Analyze Your Data

Codatum’s Notebook is designed to make your analysis SQL-centered and easy to understand. It combines SQL's flexibility with markdown's clarity, allowing you to build and share insights directly in one tool.

How to Analyze Your Data

1. Create a Notebook: Start by creating a new Notebook.

2. Create a SQL Block: In the body of the page, create a new SQL Block by typing /sql and selecting it from the menu that appears. Make sure to select the correct connection in the top right corner of the SQL Block.

   
3. Write and Execute Queries: Use the SQL Block to write and execute queries. Codatum's integrated query editor provides syntax highlighting and autocomplete to streamline your workflow.

4. Explore Query Results: View the results displayed below the SQL Block. You can reference these results in other SQL Blocks to build more complex queries while keeping each block simple and readable.

5. Document Your Analysis: Use markdown within the same document to annotate your SQL queries, explain your logic, and provide context. This makes sharing your analysis with colleagues and stakeholders easier.

Once your analysis is complete, you are ready to create compelling visualizations.

Add Visualizations

Visualizing data helps uncover patterns and make decisions. Codatum offers intuitive tools to help you create charts and dashboards that bring your data to life.

How to Add Visualizations

1. Create a Chart: Convert query results into charts using the top bar of the query results. Choose your preferred chart type and customize it as needed.

   
2. Build a Dashboard: Organize your visualizations into a dashboard using the Grid Page. Add a Grid Page from the + icon at the top left of the Notebook.

   

With your data visualized, you are now equipped to make data-driven decisions and share insights effectively.

Share Insights

Sharing your work in Codatum is flexible, allowing you to choose the level of access depending on the audience:

• Share for Real-Time Collaboration: Share the Notebook with team members who will actively collaborate with you.

• Share as a Completed Interactive Report for External Users: If you need to share an interactive but finalized version of your Notebook with external users (e.g., stakeholders outside your team), create a Report.

• Share as a Public Document: If you need to share a static, read-only document without requiring authentication, generate a Public link that anyone can access.

By tailoring your sharing options, you can ensure that your data and insights are accessible to the right people with the appropriate permissions.

Invite Your Team Members

Invite your team members to collaborate on Codatum by following these steps:

1. Navigate to Workspace Settings: Go to the Members section.

2. Invite Members: Click “Invite member” and send an invitation via link or email.

Additionally, you can set up automatic joining for your workspace by specifying allowed email domains. Anyone with an email address that matches one of the specified domains will be able to join your workspace automatically.