Quick Start

All Tiers

Get from zero to your first data insight in 5 minutes.

Step 1 — Log In

Navigate to your Calabi URL and sign in:

• Starter: Username + password
• Professional/Enterprise: Click "Sign in with SSO" — you'll be redirected to Cognito, Okta, or your SAML provider

Stay signed in across all modules

One login covers every service — Catalogue, CalabiIQ, Calabi Pipelines, Calabi ML, etc. No separate logins.

Step 2 — Find Your First Table

Press Ctrl+K (or Cmd+K on Mac) to open global search. Type any table name, business concept, or column name.

Examples:
  exam_sessions
  candidate_id
  psychometric score
  salesforce accounts

Click any result to open its detail page — schema, lineage, data quality tests, and recent activity are all there.

Step 3 — Open a Dashboard

Navigate to CalabiIQ at examiq.{yourdomain} (or /bianalyst path).

1. Click Dashboards in the top nav
2. Open any dashboard
3. Use the filter bar to narrow by date range or dimension
4. Click any chart element to drill down into the underlying data

Step 4 — Ask the AI Agent

Click the purple chat bubble in the bottom-right corner of any page.

Try asking:

"What tables contain exam session data?"
"Show me failed Calabi Connect syncs in the last 24 hours"
"Create a chart showing pass rates by month"
"Why did the data pipeline fail this morning?"

The Agent has access to your entire data stack and streams responses in real time.

Step 5 — Explore Lineage

Open any table in the Catalogue → click the Lineage tab.

You'll see a visual graph showing:

• Upstream: What feeds this table (Calabi Connect sources, dbt models)
• Downstream: What uses this table (dashboards, other models, pipelines)

What's Next?

I want to...	Go here
Connect a data source	Calabi Connect →
Build a dashboard	CalabiIQ Charts →
Run a SQL query	SQL Lab →
Track an ML experiment	Calabi ML →
Add data descriptions	Catalogue: Editing Metadata →
Set up alerts	Automation →
Manage users	Admin: User Management →