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Chexi BI Quick Start

Learn the basic path from account creation to analysis. Available capabilities depend on your role and administrator permissions.

Register and sign in

  1. Open the Chexi BI registration page and create an account.
  2. Sign in after completing account verification.
  3. On the home page, review the capabilities enabled for your role.

Access data

Data sources and datasets are generally configured by administrators. Standard users can only access authorized data. If expected data is missing, confirm your role and permission scope.

Create charts

  1. Select a dataset you are authorized to access.
  2. Configure metrics, dimensions, filters, and time ranges for your analysis goal.
  3. Choose an appropriate visualization and preview the result.
  4. Save the chart and add it to a dashboard when needed.

Use dashboards

Dashboards combine multiple charts and use filters to explore business data from different angles. Everything you see remains governed by account permissions and data access rules.

Use AI Agent

Describe your analysis question in natural language in the Agent workspace. Include the business goal, time range, and key metrics, and verify important conclusions.

Agent responses assist analysis and should not replace business judgment, financial audits, or other professional decisions.

Permissions

If a page, menu, dataset, or dashboard is unavailable, your role probably lacks the required permission. Contact your workspace administrator instead of sharing accounts to bypass access controls.