Quick Start Guide

Begin by creating your analytics workspace and configuring your organization profile. This establishes the foundation for all data projects, team collaboration, and security policies.

1. Navigate to Settings > Workspaces and click Create New Workspace
2. Enter your organization name and select your primary industry vertical
3. Configure default timezones, currency formats, and data retention policies
4. Enable two-factor authentication for all admin accounts

workspace:
  name: "Acme Analytics Prod"
  region: "us-east-1"
  data_retention: 365 # days
  encryption: "AES-256"
  compliance:
    - "SOC2"
    - "GDPR"
    - "HIPAA"

Connect your existing databases, SaaS platforms, and API endpoints. DataPulse supports over 120 native connectors with automatic schema mapping and incremental sync capabilities.

from datapulse import Client

# Initialize with API key from environment
c = Client(api_key=os.environ["DP_API_KEY"])

# Connect to PostgreSQL
connector = c.connectors.create(
    type="postgresql",
    host="db.example.com",
    port=5432,
    database="analytics_prod",
    ssl=True
)
connector.sync_schema()

Transform connected data into interactive visualizations. Use our drag-and-drop builder or SQL composer to create KPIs, trend lines, cohort analyses, and geographic heatmaps.

Steps to build your first executive dashboard:

• Go to Dashboards > Create New
• Select your recently synced dataset as the source
• Add widgets: Revenue Trend (Line), Conversion Rate (Gauge), Regional Performance (Map)
• Apply filters for date ranges, segments, and custom dimensions
• Click Publish and share via link or embed token

Set up proactive monitoring to catch anomalies, track milestone achievements, and trigger automated workflows without manual intervention.

alert:
  name: "Revenue Drop Detection"
  condition: "revenue_usd < previous_day * 0.85"
  threshold: 2 # consecutive periods
  notify:
    - "slack#analytics-team"
    - "email:ops@company.com"
  action:
    type: "create_jira_ticket"
    priority: "high"

Alerts support Slack, Teams, PagerDuty, webhooks, and email. You can also trigger custom automation scripts via our Event Bus API.

Invite stakeholders and assign role-based permissions. DataPulse follows a strict RBAC model to ensure data governance and audit compliance.

Use SCIM provisioning for enterprise SSO integration with Okta, Azure AD, or Ping Identity.

Common issues and resolutions:

• Connection Timeout: Verify firewall rules allow outbound traffic to ports 443/5432. Check VPC peering if using private endpoints.
• Schema Sync Failed: Ensure your database grants SELECT permissions on the information_schema. Run connector.validate() to debug.
• Dashboard Loading Slowly: Enable query caching, add materialized views for heavy aggregations, or filter date ranges to reduce scan volume.
• Alert Not Firing: Verify time window alignment, check evaluation frequency in Settings > Scheduling, and review the Alert Logs tab.

Our solutions engineers are available to help you scale your analytics infrastructure:

• Documentation: docs.datapulse.io
• Community Slack: Join #datapulse-users for peer support
• Enterprise Support: support@datapulse.io (24/7 SLA)
• Professional Services: Schedule a workshop or custom implementation plan