Migrating From Excel-Based Reporting to a Real BI Tool
A three-phase, two-week migration plan from Excel-driven reporting to a real BI tool — without breaking the reports your team already relies on.
Step-by-step tutorials for building dashboards, writing queries, connecting data sources, and automating reports in clariBI.
A three-phase, two-week migration plan from Excel-driven reporting to a real BI tool — without breaking the reports your team already relies on.
Dashboards are for watching. Reports are for sharing. The shape you pick changes whether anyone reads it.
How many AI credits a question actually uses, what 50 credits realistically buys you over a two-week trial, and four tactics to make each credit go further.
Trials end. Yours moves to Free automatically — dashboards preserved, AI credits stop. How the transition works and when to upgrade.
A minute-by-minute walkthrough of the first five minutes of a clariBI trial — connect one source, ask one question, pin one chart, then come back tomorrow.
A non-engineer’s explanation of how clariBI’s one-click MCP connections actually work under the hood — and why it’s safer than the developer-console approach it replaces.
Learn the principles behind executive dashboards that drive strategic decisions. Avoid common mistakes and create visualizations that executives actually look at daily.
Even experienced analysts make these visualization errors. Learn to identify and fix the most common chart mistakes that confuse audiences and hide insights.
Master the SQL skills every business analyst needs. Learn to query databases, join tables, aggregate data, and extract insights without waiting for IT.
A step-by-step walkthrough for connecting a PostgreSQL database to clariBI. Covers connection setup, network configuration, read-only user creation, testing, and troubleshooting common issues.