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To run an analysis in Orion, open a project, type a question in plain language, and Orion writes the query, runs it against your connected data sources, and returns results — charts, tables, and code — directly in chat. Every analysis is captured as a reusable notebook you can re-run for fresh data, schedule on a recurring cadence, or turn into a report, dashboard, or slide deck.

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Quick Start

  1. Create or select a Project — Click “New Project” or select an existing one. When creating a new project, you’ll be prompted to select from the data sources your administrator has connected.
  2. Open Chat and ask your question — Type your question in the Chat interface. Orion gets to work immediately, querying your data and returning results inline.
  3. Review and refine — Ask follow-up questions, request edits, or adjust formatting. Your analysis stays in your chat history as a notebook you can return to and re-run any time.

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How Analysis Works

When you ask Orion to analyze something, it writes and runs code, queries your connected data sources, and returns results inline in your chat — no waiting. You can ask natural language questions like:
  • “What were our top 10 customers by revenue last quarter?”
  • “Show me a breakdown of churn by product line over the last 90 days”
  • “Compare this month’s signups to the same period last year”
Be specific and provide context. Clear questions and explicit guidance help Orion understand your needs. The more context you provide upfront, the better your results.

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What is a Notebook?

A notebook is Orion’s record of an analysis: the instructions, the logic, and the code. Orion captures it automatically as the analysis runs and keeps it in your chat history, so there is no save step. Return to it any time to re-run it and get fresh results. Notebooks are especially powerful when combined with relative (evergreen) date ranges. Because the analysis uses instructions like “last 30 days” rather than hardcoded dates, re-running a notebook always reflects the most current data.

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What You Can Do After an Analysis

Your analysis is automatically kept as a notebook in your chat history, so there is no save step. From there you can:
  • Schedule it — Set the notebook to run automatically on a daily, weekly, or custom schedule
  • Share or publish — Share the results with teammates or publish as a dashboard
  • Pin metrics — Pin key numbers from the analysis as metric tiles for at-a-glance tracking
  • Get a report — Generate a formatted report from the analysis output
  • Get slides — Turn the analysis into a presentation-ready slide deck
  • Ask follow-up questions — Continue the conversation to dig deeper, refine results, or kick off a new related analysis

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How Orion Improves Over Time

Orion becomes a better analyst through three mechanisms:
  • Memory — Learns your preferences, project specifics, and data requirements
  • Feedback Loops — Each refinement helps Orion understand your expectations
  • Knowledge Base — Structured business context Orion applies across every analysis
Start early with context. Enable Knowledge Base pages and use Memory from the beginning. The more context you provide upfront, the faster Orion adapts.

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Next Steps

Best Practices

Tips for getting the most out of your analyses

File Uploads

Bring your own data into an analysis

Memory

Help Orion remember preferences and context across analyses

Projects

Organize your work and set project-level instructions