Getting Started

Welcome to Taptic Data—your workspace for turning raw tables into answers, visuals, and scheduled reports. This guide walks you from sign-up to your first result in minutes.

Prerequisites

  • A verified account (email confirmed)
  • A company workspace (created during onboarding)
  • Optional: CSV files to upload, or a SQL Server source ready to link

1) Create or Select Your Company

After sign-in, you’ll land in your company workspace. Each company has its own isolated database schema for security and clarity.

2) Add Data

  • Upload CSVs: Use the upload page to import files as new tables. Columns are normalized to lowercase to reduce SQL friction.
  • Link SQL Server (optional): Connect external databases and set refresh schedules in Linked Tables.

3) Open the Console

Head to the Console to explore tables, generate SQL from prompts, and execute queries. The left sidebar lists your tables; click a table to preview its columns.

4) Ask Your First Question

Type a natural-language prompt (e.g., “total sales by month this year”). Taptic Data generates a safe, schema-aware SQL query you can edit. Press Run to execute and see results.

Learn more in Smart Query.

5) Save or Export

  • Export: Download JSON or CSV from the results box.
  • Build a Report: Convert results to a chart/KPI and lay it out on a grid-snapped canvas. See Report Builder.
Tip: Use clear date ranges in prompts (e.g., “last 90 days”, “2024 YTD”). Keep column names lowercase; avoid spaces where possible.

Troubleshooting

No tables appear

Ensure you’re in the correct company and refresh. If you just linked a source, the first import may still be running.

“Only one statement allowed”

The Console enforces single SQL statements for safety. Remove stray semicolons or comments that create multiple statements.

Empty or unexpected results

Check filters/dates and confirm the table has rows. If you’re combining tables, validate joins and date casting (e.g., cast text date columns to ::date for Postgres).

Need help? Email support@tapticdata.com or visit Support.