New to DashGenius?
Start with the essentials.
Four short guides take you from connecting your information to getting a useful, grounded answer.
Getting Started with DashGenius
End-to-end onboarding for new teams, from first login to first trusted insight.
02Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)
Setup and validation guide for all supported DashGenius data sources.
03Manage Data Sources and Routing Map
Keep connected sources clear, well-labeled, and easier for DashGenius to use correctly.
04Explore Before Analysis
Use Explore to clarify scope, source fit, and analysis intent before launching a deeper DashGenius answer.
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Go straight to the work at hand.
Popular guides
Answers teams come back to.
Start with a common task, then follow related guides as your use of DG grows.
Getting Started with DashGenius
End-to-end onboarding for new teams, from first login to first trusted insight.
Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)
Setup and validation guide for all supported DashGenius data sources.
Manage Data Sources and Routing Map
Keep connected sources clear, well-labeled, and easier for DashGenius to use correctly.
Explore Before Analysis
Use Explore to clarify scope, source fit, and analysis intent before launching a deeper DashGenius answer.
Use Widgets for Structured Workflows
Start repeated manufacturing analyses faster with guided DashGenius widgets.
Apps and Demand Planning
Use DashGenius Apps for stateful workflows, including Demand Planning reviews, version comparison, risk review, and Excel handoff prep.
Reminders from Chat
Create user-owned reminders from DashGenius answers so future follow-ups do not disappear after the analysis.
Visualizations and Sharing Insights
Build clearer chart outputs, refine visuals through follow-up requests, and share results with the right audience.
Gallery and Shared Insights
Keep strong visual outputs visible, reusable, and easier for both individuals and teams to revisit.
Workspaces and Collaboration
Use Workspaces for shared threads, reusable context, and multi-user collaboration in DashGenius.
AI Context Playbook
Structure your organization's shared context so DashGenius answers stay consistent across teams.
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