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FLEXIT DOCUMENTATION

Learn FlexIt, from first report to production.

Guides for building reports and dashboards, modeling data with dbt, moving data with FlexFlow and pipelines, and running FlexIt in your environment.

Get startedRelease notes

START HERE

Get up and running

Getting StartedLog in, find your way around, and build your first report and dashboard.Deploy FlexItRun FlexIt with Docker on Linux or Windows, or install it on-premise.FlexIt PortalThe header, sidebar, folders, and everything you can do with content.Release NotesNew features, fixes, and changes in every FlexIt release.

ANALYZE

Reports, dashboards, and AI

ReportingAd-hoc analysis, filters, the grid, calculations, drills, and sharing.DashboardsCombine reports into dashboards with global filters and cross-filtering.Data PortalsBranded landing pages that link users to the content they need.FlexIt AIAsk questions in plain language and turn the answers into reports.Visualization GuideEvery chart type, when to use it, and an interactive example.AccessibilityAccessibility options for charts and reports.

MODEL

Data models and dbt

Data ModelsBusiness views with friendly names, joins, calculations, and security.dbt IntegrationBuild data models from dbt with lineage, freshness, docs, and meta tags.DatasetsPrecomputed data for fast reports and data models.Semantic Layer ExportExport models to Power BI, Tableau, QuickSight, and Snowflake Cortex.

MOVE DATA

Ingest, transform, orchestrate

Data IngestionFlexFlow: YAML-driven ingestion from databases, APIs, and files.Data TransformationData flows, SQL tasks, dbt jobs, parameters, and schedules.OrchestrationChain jobs into pipelines with run-time parameters and run history.

ADMINISTER

Security and administration

AdministrationUsers, roles, data sources, configuration, backups, and encryption.SAML Single Sign-OnConnect Entra ID, Okta, and other identity providers.

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