Start here

We're going to walk through setting up Zenlytic from scratch. You should have received a login to your workspace to begin the setup process.

There are two external connections Zenlytic needs to make to function.

1. Your data warehouse.
2. Git for your data model.

Connecting to your data warehouse

You can click "+ Add Connection" under "Database Connections" in the settings menu. You'll first need to select your warehouse type from the drop down, and name your connection.

The naming of the connection is how Zenlytic links database credentials with your data model. The name of the connection here must be the same as the connection property in the model or the same as the dbt profile if integrating with dbt Metricflow without a model file.

For example, to connect with this example repo we'd use the connection name demo because that's the value of connection in the model file.

Finally, finish filling out your data warehouse's connection information and click save

Git

Git should be already connected. You should continue to default to using Zenlytic's "Managed Repo" setting, which involves no setup. If you want to switch from that to a separate repo, you can contact support or follow our git documentation.

Defining your data model

Documentation on defining your data model can be found here. In the repo you connected earlier, you'll define the models and views you want. Here's an example repo for an direct-to-consumer cosmetics brand in our standard yaml syntax.

To start defining metrics, go to the Data Model Editor in the Zenlytic UI.

To add a new table click "Create view from table" and select tables to bring into your data model. You can bring tables in using AI to define your metrics (which takes 1-3 min), or you can uncheck that box to just get the explicit table metadata.

Once, the table is imported, you'll see a yaml file with dimensions defined. Make sure you select your desired default_date for the view if you're defining metrics, define the identifiers for joins, and define the aggregates (metrics / measures) you want to use.

To make your changes live for other users on the production branch, click "Deploy to Production" in the upper right of the data model editor page. That will publish your changes and make sure Zoë (the chatbot) has the latest information on your production metrics.

FAQ

Not seeing metrics in the Zenlytic interface?

• If you have the hidden property set to true, you won't see those metrics or dimensions anywhere in the UI. Make sure you remove the hidden property or set it to false if you want those metrics to show up in the UI.

# This metric won't show up in the UI because hidden is set to true- name: number_of_orders  field_type: measure  type: count_distinct  sql: ${order_id}  description: "The unique number of orders placed"  value_format_name: decimal_0  hidden: true

Where do I go from here?

If you want to learn more about how to use the user interface and the different capabilities it has, check out the documentation on the user interface!

If you want to learn about data modeling and how to define your metrics check out the documentation on the data model

If you'd like to learn about how to get everything set up for defining those metric definitions look at the documentation on your metric development environment

As always, feel free to reach out to your Zenlytic contact if you have questions that aren't answered in the documentation!