Help & Documentation

A quick tour of what Golden Analytics does, what you'll find on Home, and the main places you'll work.

Go from an empty Home page to a first chart on the canvas.

Find your way around the Home sidebar, the Create menu, Recents and Explore, Favorites, the Inbox, renaming items in place, and the top bar and sidebar inside an analysis.

The search box on Home matches an object's owner, space, dataset, tags, and column names — not just its title — and takes operators like author: and type: to narrow the results.

Bring data into Golden Analytics from files, Google Sheets, or a cloud warehouse such as Snowflake, BigQuery or Salesforce Reports.

Golden recognizes a survey workbook on upload. A respondent-level export is reshaped into one row per respondent per question with codes and wording joined; an already-summarized results report is imported as-is and turned into a board in Discover instead.

Import several tables from one connection, then define how they relate in the diagram view - by hand or by auto-detection - and save the model as a shared dataset.

Write your own query against a connected warehouse, validate it, name the table it produces, and come back later to edit the query without rebuilding anything.

Stack files or workbook sheets that are one table split by period into a single table - and understand why a combine with no rows under the detected headers is refused.

What happens when you upload CSV, Excel, JSON or Parquet: re-adding a file, combining files or sheets split by period, choosing lists in a JSON file, naming a headerless file's columns, the 2 million row limit, Excel files that can't be read, and recovering tables that didn't load.

What each warehouse connection asks for, which sign-in methods it supports, and how to read the errors Golden shows when a connection test fails.

Import a Snowflake semantic view or a Databricks metric view and chart its governed metrics live, review them in the Metrics tab, and build calculated fields on top.

What your Databricks admin sets up, how you sign in, how live queries work, what the semantic layer switch reads, and how to fix the errors you're most likely to hit.

AI-generated questions, insights, and chart suggestions for the dataset you just loaded.

Go beyond quick insights: Deep Analysis works through your dataset for top findings, cohorts, prioritized recommendations, and the context it is missing.

Ask questions about the loaded dataset in a chat dialog — get plain-language answers, charts, and step-by-step help drawn from the Golden docs.

Browse rows and fields, fix what Golden flags, transform columns from the column menu, split and reshape data, ask the Prepare chat for changes, and see what you can prepare on a live warehouse connection.

Define a column with a formula, browse and search every function in the reference panel, let Golden type it from what the formula returns or set a text formula to a date yourself, build dates with MAKEDATE and DATE, look up a value by date range, check it as you type, and format and save it.

When column names are really values - years, states, dates, survey questions - reshape them into rows so you can group and chart by them.

Load field titles, descriptions, and coded-value meanings from a spreadsheet or survey codebook, from a PDF or other document, or from a documentation page - reviewing every row before anything is applied.

Work out a total per customer, per product or per anything, then group, color or filter your chart by it.

Attach a semantic model to a dataset in Prepare — from a YAML file or a connected warehouse — to apply field descriptions, synonyms, and metrics, while your own edits always win.

Chat with your data in the analyst pane: build and change charts, make calculated fields, retype fields, pin notes, highlight members against a faded rest, and add reference lines and bands.

Drag fields onto shelves like X-Axis, Y-Axis, Color, Size, Trellis, and Tooltip — or drop them straight onto the chart — to compose any chart.

Segments group rows so you can compare them in any chart. Available when the Segments feature is enabled.

Narrow a chart's rows with operators by field type, value lists, Top N, and relative dates - and, on a year-only column, with whole years alone.

A tour of every chart type Golden can render, grouped by what they're good at.

Turn on a forecast to project a time series past the edge of your data, with a confidence band and a horizon you choose - on a chart drawn on a Temporal axis.

Tables give you the exact numbers, with totals, subtotals and color cues that make the rows that matter stand out.

Ask Golden why a measure moved between two periods and get a written narrative of what drove it, which you can re-anchor to different periods or save as a dashboard.

Maps put your numbers on real geography, shading states and countries or plotting cities as sized, colored dots, so you see where you win and where you lose at a glance.

Click, Command-click, or drag a marquee to select marks, then keep only them, exclude them, see the rows behind them, drill in, copy their label and value, or ask why they changed.

Keep only the rows within - or beyond - a radius of a place, a coordinate pair, or the rows of another table, described in plain language or set by hand.

Turn a measure into a running total, a share of total, a moving average, a rank, a difference, or a percentage change - compare a period with the same one a year earlier - and choose the group the calculation resets within.

Choose a number format, pick a currency, scale big figures to thousands, millions, or billions, add a prefix or suffix, and set precision - from the format pane, the axis, or a Prepare column menu.

Drop a dimension on the Trellis shelf to repeat one chart once per category, then use the Trellis Layout panel to control the grid, the shared axes, and what each panel header shows.

Draw target, average, threshold and percentile lines, and bands between two values, between two categories, or a mean plus and minus a number of standard deviations - by hand or from the chat.

Use the Format pane in Analyze to style a chart: axes and ticks, per-measure colors, mark types and a second axis, gradient and pattern fills, mark shapes, bar shapes and outlines, data labels, donut center text, chart-type-specific options, the tooltip, the legend, and multi-level sorting.

Let Golden pick a histogram's bins, or take over: set the number of bars or the width each covers, pin an exact range, and choose whether to fold extreme values into the edge bars.

Put several measures side by side as panes that share one category axis - each pane with its own mark, an optional field to draw it over, and its own color, number format and calculation.

Show a low-to-high range per category as a floating bar or a dumbbell, with an optional marker for the actual value.

Show how a starting value builds up and down through a series of changes to an ending total.

Show how a total splits into parts as nested rectangles, each sized by its share.

Follow how a measure flows from one set of categories to the next, with each link as wide as its value.

Lay out tasks or projects on a timeline, one bar per row from its start date to its end date.

Break a measure down level by level to see which parts drive the total, and how each does against a target.

Compare measures around a circle as a radar, radial bar, stellar, radial lollipop or sunburst chart.

See how a measure is spread out - its median, quartiles and outliers - or plot every record as a dot, one group per category.

Compare a measure across two categories at once, with each cell shaded by its value.

Show one measure as a big number, with an optional sparkline, a comparison to a prior period, a status badge, and expressive change and icon styles.

Group customers or users by when they started and see what share comes back in each period after.

See which words come up most in a text field, with bigger words for more frequent ones.

Grade a measure against its goal: a bar for the actual, a tick for the target, and up to three shaded bands behind it, one bullet per category.

Show an estimate as a dot with a whisker running from its low to its high bound, one interval per category, so uncertainty and ranges read at a glance.

Find the few categories that make up most of a total: bars sorted highest first, with a running-share line and a target line that highlights the vital few.

Compare two periods with one line per member, colored by whether it rose or fell, with values labeled at both ends.

Divide a scatter plot into four labeled, shaded zones by drawing a line across each axis at the average, the median or a value you choose.

Show agree and disagree answers pulling left and right from a neutral center, one bar per question or category.

Compare one value per category with a dot on a thin stem, drop the stem for a dot plot, or join two values with a dumbbell.

On a crowded scatter plot, the loupe magnifies the marks under your cursor, spreads overlapping points apart, and lets you pin it to pick and act on a single mark.

Turn your analysis into dashboards you can present and publish to your team, starting from an AI description, a suggestion, a field, or a chart you already built.

Switch a dashboard to one of the Golden Templates or your own saved templates from the Storyteller pane, save a layout as a template, or apply a simple starter layout from the dashboard toolbar.

Publish a dashboard to its space, invite specific people, and use the Share menu to copy an image, download data, or export. Everyone you share with signs in to view.

Once a survey dataset is loaded, Discover offers a purpose-built board - a Net Promoter board, a battery board of response distributions, or a ranked-bar board of answer shares for a published results report - with controls for segment, period, and sort order.

Add filter chips or on-canvas slicer cards, choose how they look, decide which cards they drive, flip a selection from include to exclude, and read the empty-tile state when a filter leaves a chart with no rows.

Add text, shapes, callouts, links and images to a dashboard, place charts where you want them, edit a chart's title and subtitle in place, select and edit several objects at once, open a chart in the full editor, and undo changes one dashboard at a time.

Enter present mode to show a dashboard without the editor around it - filters and slicers stay live, everything else is locked, and you can copy the board as an image.

Build and edit a whole dashboard by chatting with the AI pane beside the canvas in Communicate - generate charts and KPIs, edit tiles and copy, apply a saved palette, and drive the board's filters.

Add a one-sentence summary.

Describe a dashboard, pick a suggestion, or start from a Key Question or a deep analysis finding, and Golden builds the board for you. You can also recreate a dashboard from a screenshot.

Dashboard Tabs group several dashboards into one app, with one link, a shared header and tabs to click between pages, so your viewers get the whole story in one place.

Restyle a whole dashboard from the Dashboard formatting panel: pick a theme, apply your own palette, set the typeface, card style, accent and background, fine-tune the design language, override a single card, and save the whole look as a reusable theme.

Zoom any dashboard chart tile into the full Analyze editor to change its shelves, chart type, and formatting - edits write straight back to the tile.

Copy a chart or dashboard as an image, download a chart's data as CSV or Excel, or export sheets and dashboards to PowerPoint, PDF, Google Slides or Google Sheets.

Create a space, share work out of Your space, move or duplicate items between spaces, leave a space, ask for access, choose a space's card thumbnail, and get notified when a space has something new.

Golden has account roles, which decide who administers the account, and Space roles, which decide what each person can do inside a Space.

Add people and groups to a Space from its Members dialog, and invite someone new to Golden right from the search box when you are an Account Admin.

Learn how to send your charts to Slack channels and direct messages.

What you can do on a dashboard someone shared with you: ask the AI from the floating Ask bar, click a chart to explain it, turn findings into charts, and filter the board, without changing the dashboard itself.

Account-wide settings - General, Members, Groups, Card images, and Billing - are sections of the settings dialog, visible to account admins. Members includes the invite domain allowlist.

Change your display name, profile picture, cursor color, and the AI assistant's language in the Profile section of the settings dialog.

Your personal preferences in the settings dialog: color mode and chart palettes under Preferences, and the Spaces you follow under Notifications.

Slack and Google connections now live in the personal Integrations section, and chart palettes moved to Preferences.

Update your password from the Password section of the settings dialog, or from the Change Password screen after signing in with a temporary password.

The keyboard shortcuts wired up across the app, including Ctrl+1 to Ctrl+9 panel toggles and dashboard zoom.

Quick answers to the most common questions newcomers ask, including how saving and undo work and how to report a bug or follow up on feedback.

Fixes for common account problems (avatar uploads, passwords, Slack and Google connections, the theme, and your email address), plus how to report a bug straight from an error message.

Open a saved analysis at /:accountSlug/view/:sessionId for a read-only view that auto-detects what to show.

When Golden support asks to record diagnostic logs to investigate a problem, a dialog lets you read what would be recorded, then accept, decline, or stop at any time.