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Orion is an AI-powered analyst: you ask questions in plain language and it queries your data and returns results inline. This guide takes you from logging in to your first analysis in about 15 minutes, then shows what you can do with the result.
If you have joined a shared test or demo workspace, it may already include example projects, pinned metrics, and dashboards. Open them to see finished output, then run your own analysis using the steps below.

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Step 1: Open a project

A Project is the primary unit of work in Orion. It bundles your chats, analyses, data sources, and context together.
1

Select or create a project

Pick an existing project from the left-hand navigation, or create a new one.
2

Confirm a data source

A project must be connected to at least one data source to run an analysis. New projects prompt you to select from the sources your administrator has connected.

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Step 2: Ask your first question

Open Chat inside the project and ask a question in plain language. Orion writes and runs the query, returns results inline, and captures the analysis as a notebook you can re-run any time. Not sure what is in your data yet? You do not need to know the tables behind it. Start by asking Orion to explore what is available, for example:
  • “What data can you see?”
  • “Tell me a little about the data that’s available.”
Once you know what is there, ask a specific question:
  • “What were our top 10 customers by revenue last quarter?”
  • “Show churn by product line over the last 90 days.”
  • “Compare this month’s signups to the same period last year.”
Be specific and give context. Clear questions and explicit guidance produce better results. The more context you provide upfront, the less you have to correct later.

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Step 3: Refine the result

Your first pass usually gets you most of the way. Ask follow-up questions, request edits, or adjust formatting until the result is right. Each correction also teaches Orion through Memory, so it gets faster over time. See Best Practices for getting sharper results with less back-and-forth.

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Step 4: Put the result to work

Once an analysis is right, reuse it or turn it into a deliverable:
  • Refresh the numbers by simply asking Orion in chat to re-run the notebook. It pulls the latest data, no rebuilding required.
  • Turn the notebook into a workflow to run it on a schedule or trigger an alert when a value crosses a threshold.
  • Generate a report or slide deck to package the findings for stakeholders.
  • Pin a metric to surface a key number as a tile on your project page, then publish it as a shared pinned metric.
  • Publish a dashboard to hand a finished result to a business user.
  • Share it with a teammate so they can pick up where you left off. See Sharing conversations.
  • Set up an email digest for a weekly AI-generated summary of the project’s insights. See Email digest.

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Next steps

Running Analyses

The full analysis lifecycle and what you can produce from it

Best Practices

Get sharper results with less back-and-forth

Knowledge Base

Give Orion the business context it needs

Projects

Organize work and set project-level context