Skip to content
sandadocs
Console Start free trial

Quickstart

Go from sign-up to your first answer and your first report, in the order sanda needs the steps.

View as Markdown

Setup runs in the order sanda needs it: a warehouse first, then data, then meaning, then answers. It is the same ladder cherry draws as a checklist in the console, so you can follow either one. See set up with cherry for the checklist itself.

You need a work email address and one thing to load: a system you can connect, or a CSV file. A trial lasts 7 days, includes every feature, and comes with A$10 of free credit. It needs no card.

  1. Sign up. Go to sanda-os.com.au/signup and fill in Your name, Work email and Company. Your role is optional. Under Data region, choose where your workspace's data is held. Tick the box to accept the terms of service and the privacy policy, then press Start free trial.

    Your company name becomes your workspace name, and you become its owner. An email address belongs to one workspace, so use the address you want to sign in with.

    The workspace stays in the data region you choose: its warehouse is created there, and the region cannot be changed later. Workspaces can be created in Australia (Sydney).

  2. Sign in from the email. sanda emails you a link titled "Your sanda sign-in link". Open it and press Continue to sanda. There is no password. The link works once and expires after 30 minutes, and if it does not arrive, the troubleshooting page says what to check.

    You land on the Overview page, with cherry's message box in the middle.

  3. Provision your warehouse. Go to Data · Warehouse and press Provision warehouse. sanda creates a dedicated PostgreSQL database for your workspace, which takes under a minute. Every connection and CSV lands in it, so nothing else can finish until it is ready.

    Provisioning needs an owner or admin. See provision a warehouse.

  4. Bring your data in. Go to Data · Connections. You have two routes, and either one completes this step.

    • Connect a system. Press New connection, choose the source, enter its credentials, choose the streams to sync, then press Sync now on the connection's page, or wait for its schedule. See add a connection.
    • Load a CSV. Press Load a CSV, choose a file with a header row, name the table, and press Load it. The rows land straight in the warehouse. See upload a CSV.

    The step counts as done once rows have landed, not when the connection is saved. Connecting a system needs an owner or admin. Loading a CSV is open to anyone who is not read-only.

  5. Learn from my data. Go to Intelligence · Semantic fluid and press Ask cherry to learn. cherry reads your tables and proposes the tables, relationships, metrics and dimensions they hold. It then tells you what stood out and what it could not settle.

    This is the first step that uses AI, so it draws on your daily AI limit and, on a trial, your free credit. See learn from my data.

  6. Review and confirm. cherry opens the suggestions on the map, headed "N suggestions waiting on you". Nothing reaches an answer until you accept it. Click a row to correct it first, or press accept all and confirm with yes, accept all.

    You can also ask cherry to go through them with you. In its default mode it proposes each change as a card, and Confirm all accepts them together. Afterwards, press tidy the map to lay the tables out by how they join. See review suggestions.

  7. Ask cherry a question. Open cherry with ⌘ J (Ctrl J on Windows) and ask something your data can answer, such as "What changed in revenue this month?" cherry shows each step it takes and the query behind the answer. See ask cherry.

  8. Build a first report. Go to Activate · Reports and press Build one with cherry. cherry asks what to call the report and what it is for. Answer with a name, such as "Monthly trading", and a purpose, such as "what the owners read each month: sales, margin and the best sellers". cherry lays out the whole report (figures, trends, breakdowns and a written analysis) and opens it. See build a report with cherry.

What to check

  • The top bar shows Trial with your credit left and the days remaining. Press it to open Settings · Plan & budget, which shows what the credit has gone on.
  • Your connection's page shows Rows synced above zero, or your CSV table is in the warehouse.
  • Intelligence · Semantic fluid shows tables on the map, and no suggestions waiting.
  • Activate · Reports lists your report.

Next steps

Something unclear or out of date? Tell us, and we will fix the page.