Getting Started


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Welcome to Panoply.  Here in the documentation you will find all of the information that you need to get set up and connected to your data in minutes without needing to understand code.

Getting Started

Create your account

When you sign up with Panoply,  the default data warehouse is built on BigQuery. You may change this to a data warehouse on Redshift. If you are uncertain which is right for you, reach out to your Panoply team.

To get started in Panoply you will need to add your data sources.

Home Page

From the Home page you can navigate through collecting your data, viewing your tables, and working with your data via SQL or your favorite BI and ETL tools.

Add Data Sources

The first thing you need to do is set up your first data source. This is as simple as:

  1. Navigating to the Data Sources page.
  2. Clicking on the Add new Data Source button.
  3. Choosing your data source.
  4. Entering your connection details.
  5. Clicking on the Save and then the Collect Data button

It is really that simple. Of course, there are Advanced Settings that can be changed to control how your data is collected and stored in Panoply.

Choose a data source that you are familiar with to start. If you have any questions while connecting Panoply to your data source, click the chat icon in the lower right hand corner and chat with a Panoply Data Architect. For more instructions for this step, refer to our data source documentation.

Getting started is easy! Get all your data in one place in minutes.
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