# Golden Analytics Help Center

> Help articles for the Golden Analytics product. Each entry links to a plain markdown version of the article.

## Getting started

- [Welcome to Golden Analytics](https://goldenanalytics.com/docs/welcome.md): A quick tour of what Golden Analytics does, what you'll find on Home, and the main places you'll work.
- [Your first analysis](https://goldenanalytics.com/docs/first-analysis.md): Go from an empty Home page to a first chart on the canvas.
- [Navigating the app](https://goldenanalytics.com/docs/navigating-the-app.md): 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.
- [Search across your workspace](https://goldenanalytics.com/docs/search-your-workspace.md): 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.

## Connect

- [Connect your data](https://goldenanalytics.com/docs/connect-data.md): Bring data into Golden Analytics from files, Google Sheets, or a cloud warehouse such as Snowflake, BigQuery or Salesforce Reports.
- [Import a survey export](https://goldenanalytics.com/docs/survey-import.md): 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.
- [Model several tables together](https://goldenanalytics.com/docs/multi-table-data-models.md): 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.
- [Bring in a table with custom SQL](https://goldenanalytics.com/docs/custom-sql-tables.md): 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.
- [Combine tables that share columns](https://goldenanalytics.com/docs/combine-tables.md): 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.
- [Import files: what Golden does with them](https://goldenanalytics.com/docs/import-files.md): 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.
- [Set up a warehouse connection](https://goldenanalytics.com/docs/connector-setup.md): 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.
- [Work with semantic views](https://goldenanalytics.com/docs/semantic-views.md): 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.
- [Connect Databricks](https://goldenanalytics.com/docs/connect-databricks.md): 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.

### Data Sources

- [Connect Microsoft Fabric and Azure SQL](https://goldenanalytics.com/docs/connect-azure-sql-fabric.md): Set up a connection to a Fabric warehouse or lakehouse, or an Azure SQL database, and pick the sign-in method that fits how your team will use it.
- [Connect Google BigQuery](https://goldenanalytics.com/docs/connect-bigquery.md): The Google Cloud roles you need, the shared and per-user sign-in choices, whose account the connection queries as, how live queries are billed, and how to fix sign-in and permission errors.
- [Import Salesforce reports](https://goldenanalytics.com/docs/connect-salesforce-reports.md): Set up the Salesforce app, import a report, and understand the 2,000-row limit, how refresh works, and what each error means.
- [Connect Snowflake](https://goldenanalytics.com/docs/connect-snowflake.md): What your Snowflake admin sets up, how live queries and credits work, what the semantic layer switch reads, and how to fix the errors you're most likely to hit.

## Discover

- [Discover your data](https://goldenanalytics.com/docs/discover.md): AI-generated questions, insights, and chart suggestions for the dataset you just loaded.
- [Run a deep analysis](https://goldenanalytics.com/docs/deep-analysis.md): Go beyond quick insights: Deep Analysis works through your dataset for top findings, cohorts, prioritized recommendations, and the context it is missing.
- [Chat with your data](https://goldenanalytics.com/docs/chat-with-your-data.md): 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.

## Prepare

- [Prepare your data](https://goldenanalytics.com/docs/prepare.md): 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.
- [Create a calculated field](https://goldenanalytics.com/docs/calculated-fields.md): 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.
- [Reshape columns into rows](https://goldenanalytics.com/docs/reshape-columns-to-rows.md): When column names are really values - years, states, dates, survey questions - reshape them into rows so you can group and chart by them.
- [Import a data dictionary](https://goldenanalytics.com/docs/import-a-data-dictionary.md): 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.
- [Calculate per group with FOREACH](https://goldenanalytics.com/docs/foreach.md): Work out a total per customer, per product or per anything, then group, color or filter your chart by it.
- [Edit a dataset's semantic model](https://goldenanalytics.com/docs/semantic-model.md): 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.

## Analyze

- [Use the AI analyst pane](https://goldenanalytics.com/docs/analyst-agent.md): 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.
- [Build a chart with shelves](https://goldenanalytics.com/docs/chart-builder.md): 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.
- [Group data with segments](https://goldenanalytics.com/docs/segments.md): Segments group rows so you can compare them in any chart. Available when the Segments feature is enabled.
- [Filter a chart](https://goldenanalytics.com/docs/filters.md): 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.
- [Chart types in Golden](https://goldenanalytics.com/docs/chart-types.md): A tour of every chart type Golden can render, grouped by what they're good at.
- [Forecast future periods](https://goldenanalytics.com/docs/forecasting.md): 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.
- [Working with Tables](https://goldenanalytics.com/docs/imported-mvzas9m4.md): Tables give you the exact numbers, with totals, subtotals and color cues that make the rows that matter stand out.
- [Explain a change in a number](https://goldenanalytics.com/docs/explain-a-change.md): 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.
- [Work with maps](https://goldenanalytics.com/docs/imported-mw04iw0r.md): 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.
- [Select marks and act on them](https://goldenanalytics.com/docs/select-marks-on-a-chart.md): 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.
- [Filter by distance](https://goldenanalytics.com/docs/distance-filters.md): 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.
- [Use a visual calculation](https://goldenanalytics.com/docs/visual-calculations.md): 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.
- [Format numbers, currency, and units](https://goldenanalytics.com/docs/number-and-currency-formatting.md): 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.
- [Split a chart into small multiples](https://goldenanalytics.com/docs/trellis-small-multiples.md): 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.
- [Add reference lines and bands](https://goldenanalytics.com/docs/reference-lines-and-bands.md): 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.
- [Format a chart](https://goldenanalytics.com/docs/format-a-chart.md): 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.
- [Group a histogram into bins](https://goldenanalytics.com/docs/histogram-bins.md): 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.
- [Build a paired chart](https://goldenanalytics.com/docs/paired-charts.md): 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.
- [Build a range bar chart](https://goldenanalytics.com/docs/range-bar-charts.md): Show a low-to-high range per category as a floating bar or a dumbbell, with an optional marker for the actual value.
- [Build a waterfall chart](https://goldenanalytics.com/docs/waterfall-charts.md): Show how a starting value builds up and down through a series of changes to an ending total.
- [Build a treemap](https://goldenanalytics.com/docs/treemap-charts.md): Show how a total splits into parts as nested rectangles, each sized by its share.
- [Build a Sankey diagram](https://goldenanalytics.com/docs/sankey-diagrams.md): Follow how a measure flows from one set of categories to the next, with each link as wide as its value.
- [Build a Gantt chart](https://goldenanalytics.com/docs/gantt-charts.md): Lay out tasks or projects on a timeline, one bar per row from its start date to its end date.
- [Build a driver tree](https://goldenanalytics.com/docs/driver-trees.md): Break a measure down level by level to see which parts drive the total, and how each does against a target.
- [Build a radial chart](https://goldenanalytics.com/docs/radial-charts.md): Compare measures around a circle as a radar, radial bar, stellar, radial lollipop or sunburst chart.
- [Build a box plot or strip plot](https://goldenanalytics.com/docs/box-and-strip-plots.md): See how a measure is spread out - its median, quartiles and outliers - or plot every record as a dot, one group per category.
- [Build a heatmap](https://goldenanalytics.com/docs/heatmaps.md): Compare a measure across two categories at once, with each cell shaded by its value.
- [Build a KPI chart](https://goldenanalytics.com/docs/big-number-and-kpi-charts.md): 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.
- [Build a retention chart](https://goldenanalytics.com/docs/retention-charts.md): Group customers or users by when they started and see what share comes back in each period after.
- [Build a word cloud](https://goldenanalytics.com/docs/word-clouds.md): See which words come up most in a text field, with bigger words for more frequent ones.
- [Build a bullet chart](https://goldenanalytics.com/docs/bullet-charts.md): 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.
- [Build an interval plot](https://goldenanalytics.com/docs/interval-plots.md): 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.
- [Build a Pareto chart](https://goldenanalytics.com/docs/pareto-charts.md): 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.
- [Build a slope chart](https://goldenanalytics.com/docs/slope-charts.md): Compare two periods with one line per member, colored by whether it rose or fell, with values labeled at both ends.
- [Split a scatter plot into quadrants](https://goldenanalytics.com/docs/scatter-quadrants.md): 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.
- [Build a diverging bar chart](https://goldenanalytics.com/docs/diverging-bar-charts.md): Show agree and disagree answers pulling left and right from a neutral center, one bar per question or category.
- [Build a lollipop, dot plot or dumbbell chart](https://goldenanalytics.com/docs/lollipop-and-dumbbell-charts.md): 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.
- [Inspect crowded points with the loupe](https://goldenanalytics.com/docs/scatter-loupe.md): 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.

### Analyze survey data

- [Split a 0-10 score into NPS buckets](https://goldenanalytics.com/docs/nps-buckets.md): Turn a "how likely are you to recommend" column into Detractor, Passive, and Promoter groups, with color-vision-safe colors and boundaries you can move.

### Working with charts

- [Build funnel Charts](https://goldenanalytics.com/docs/imported-mw01ccwe.md): Funnel charts show how many people make it through each step, with conversion rates, the biggest drop called out, and side-by-side comparisons by channel or segment.

## Communicate

- [The Communicate stage](https://goldenanalytics.com/docs/communicate.md): 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.
- [Dashboard templates](https://goldenanalytics.com/docs/dashboard-templates.md): 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.
- [Share and publish an analysis or dashboard](https://goldenanalytics.com/docs/sharing-embedding.md): 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.
- [Generate a survey dashboard](https://goldenanalytics.com/docs/survey-dashboard.md): 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.
- [Filter a dashboard with slicers](https://goldenanalytics.com/docs/dashboard-filters-and-slicers.md): 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.
- [Design and edit a dashboard](https://goldenanalytics.com/docs/dashboard-design-objects.md): 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.
- [Present a dashboard full screen](https://goldenanalytics.com/docs/present-a-dashboard.md): 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 a dashboard with the AI pane](https://goldenanalytics.com/docs/dashboard-ai-chat.md): 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.
- [KPIs in Communicate](https://goldenanalytics.com/docs/imported-mvwxlx6m.md): Add a one-sentence summary.
- [Generate a dashboard with AI](https://goldenanalytics.com/docs/ai-generated-dashboards.md): 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](https://goldenanalytics.com/docs/imported-mvwoxzjp.md): 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.
- [Style a dashboard with themes](https://goldenanalytics.com/docs/dashboard-themes-and-styling.md): 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.
- [Edit a dashboard chart in Analyze](https://goldenanalytics.com/docs/edit-dashboard-chart-in-analyze.md): 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.
- [Export and download](https://goldenanalytics.com/docs/export-and-download.md): 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.

## Share and collaborate

- [Spaces](https://goldenanalytics.com/docs/spaces.md): 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.
- [Roles and permissions](https://goldenanalytics.com/docs/permissions.md): Golden has account roles, which decide who administers the account, and Space roles, which decide what each person can do inside a Space.
- [Inviting members to a Space](https://goldenanalytics.com/docs/inviting-members.md): 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.
- [Comments and annotations](https://goldenanalytics.com/docs/comments-annotations.md)
- [Share to Slack](https://goldenanalytics.com/docs/new-article-mtzujd85.md): Learn how to send your charts to Slack channels and direct messages.
- [View a published dashboard](https://goldenanalytics.com/docs/view-a-published-dashboard.md): 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 and settings

- [Workspace settings](https://goldenanalytics.com/docs/workspace-settings.md): 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.
- [Profile settings](https://goldenanalytics.com/docs/profile-settings.md): Change your display name, profile picture, cursor color, and the AI assistant's language in the Profile section of the settings dialog.
- [App settings](https://goldenanalytics.com/docs/app-settings.md): Your personal preferences in the settings dialog: color mode and chart palettes under Preferences, and the Spaces you follow under Notifications.
- [Team settings](https://goldenanalytics.com/docs/team-settings.md): Slack and Google connections now live in the personal Integrations section, and chart palettes moved to Preferences.
- [Change your password](https://goldenanalytics.com/docs/change-password.md): Update your password from the Password section of the settings dialog, or from the Change Password screen after signing in with a temporary password.

## Reference

- [Keyboard shortcuts](https://goldenanalytics.com/docs/keyboard-shortcuts.md): The keyboard shortcuts wired up across the app, including Ctrl+1 to Ctrl+9 panel toggles and dashboard zoom.
- [Frequently asked questions](https://goldenanalytics.com/docs/faq.md): 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.
- [Troubleshooting](https://goldenanalytics.com/docs/troubleshooting.md): 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.
- [The artifact viewer](https://goldenanalytics.com/docs/artifact-viewer.md): Open a saved analysis at /:accountSlug/view/:sessionId for a read-only view that auto-detects what to show.
- [Share session logs with support](https://goldenanalytics.com/docs/share-session-logs-with-support.md): 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.