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FlexIt Analytics Documentation

website·Indexed 33 days ago

https://learn.flexitanalytics.com/docs/

A business intelligence and analytics solution featuring YAML-driven data ingestion via Flex Ingest (supporting Meltano, dlt, and SlingData), ETL tools, and data modeling for business views. The platform includes a wide array of visualizations—such as Treemaps, Sunbursts, and Gantt charts—and supports integration with dbt Cloud and dbt CLI. Deployment options include Cloud, Docker, and On-Premise, with authentication support for SAML providers like Okta and Microsoft Entra ID.

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What's inside FlexIt Analytics

  1. Overview of FlexIt Data Modeling

    Data modeling in FlexIt is the process of creating "business views" to enable self-service analytics. This involves assigning user-friendly names to database tables and attributes, specifying entity relationships (joins), and creating reusable calculations. This metadata layer allows the system to automatically generate SQL when users drag-and-drop fields into reports.

  2. Overview of Pipeline Orchestration

    Orchestration allows the chaining of Data Transforms, dbt jobs, and Analyses into a single ordered pipeline. Unlike Data Transform Containers which run tasks in parallel, pipelines run steps in sequence. They support passing parameter values between steps, gating downstream work based on upstream success or failure, and maintaining a unified run history.

    Key Capabilities:

    • Sequential execution of steps.
    • Parameter propagation across the pipeline.
    • Conditional execution (Success/Failure/Always).
    • Unified run history and DAG visualization.

    Version Requirement: Available in version 2026.06.001 and later.

  3. Use Boxplot visualization to analyze data distribution

    The Boxplot (also known as a Box & Whisker Plot) is used to visualize data distribution through quartiles. It displays the central tendency and variability of data, using 'whiskers' to show variability outside the lower and upper quartiles and dots to represent outliers.

  4. Use Data Table visualization for data exploration

    The Data Table visualization provides a grid-based spreadsheet layout organized by columns and rows. It is primarily used for exploring data sets before selecting a specific chart type. It supports grouping and pivoting of categories (dimensions) and aggregation of numbers (measures).

  5. Configure Data Sources and Data Models

    • Data Sources: Contain connection details for underlying databases. It is a best practice to encrypt sensitive information like passwords.
    • Data Models: Act as the presentation/metadata layer (Business Views) for report authors. They define relationships, user-friendly names, calculations, and drill paths. Data models connect to data sources.

  6. Create a Treemap visualization in FlexiAnalytics

    Treemaps are used to visualize hierarchical data. The size of the rectangles is determined by the chosen measure. If one dimension is selected, it represents the primary category; if two dimensions are selected, the second dimension is nested inside the first as a subcategory.

    Minimum Requirements:

    • Dimensions: 1 to 2
    • Measures: 1 or more

  7. Use Sunburst visualizations for hierarchical proportions

    Sunburst charts are used to display proportions across a hierarchy. They function similarly to donut or pie charts but support multiple dimensions (categories) to represent hierarchical levels. Users can drill down into the hierarchy by clicking on the innermost parent groups to focus on their respective children.

  8. Implement a Bar Chart (!bar) visualization

    The Bar Chart (!bar) uses horizontal bars to visualize quantities across categories. Categories are mapped to the y-axis and amounts are mapped to the x-axis.

    Data Requirements:

    • Dimensions: 1 to 2 dimensions are required.
    • Measures: 1 or more measures are required.

    Dimension Behavior:

    • If a single dimension is selected, it defines the categories on the y-axis.
    • If two dimensions are selected, the second dimension is nested within each category of the first dimension and is displayed in the legend.
    • When using 'stacked' or '100% stacked' configurations, the chart displays the relative size or proportion of the second dimension.

  9. Create a Scatter Plot visualization in FlexiAnalytics

    Use a Scatter Plot to visualize the relationship between two continuous values (measures) for individual categories (dimensions). You can optionally add a regression line to illustrate the linear relationship between values using the least squares methodology.

    Minimum Data Requirements:

    • At least 1 dimension
    • Between 2 to 3 measures

  10. Use the Row Transformer for Data Transformation

    The Row Transformer can be used for specific data transformation tasks within the FlexIt pipeline (introduced in version 2025.02.002).

  11. Use Tree visualizations to show hierarchical relationships

    Tree diagrams are used to visualize hierarchy relationships between dimension categories. The structure consists of a root node (the top node), leaf nodes (child nodes), and branches (the connecting lines). A common use case for this visualization is creating Organizational Charts to show reporting structures.

  12. Create a Pie Chart (!pie) visualization

    The Pie Chart (!pie) visualization displays the percentage proportion of categories, where the entire circle represents 100%. It is best suited for a quick overview of general proportions and works most effectively with a small number of values.

    Minimum Data Requirements:

    • 1 Dimension
    • 1 Measure