Quick Start
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Quick Start
Section titled “Quick Start”Overview
Section titled “Overview”This quick start walks through the smallest useful Rokks workflow: load a sample file, review its schema, and build a dashboard widget. It assumes your platform is already available at your organization’s Rokks URL.
How it works
Section titled “How it works”A file area groups related uploads and maps them to a governed table. After the data is loaded, the Widget Builder reads the catalog and offers the available tables and columns. The dashboard never stores copied rows; it queries the governed data whenever it renders.
Step-by-step
Section titled “Step-by-step”- Open Data Fabric and create a file area named
Sales Demo. - Upload a CSV or spreadsheet with a date column, a category column, and one numeric measure.
- Review the proposed transform plan. Confirm the date, number, and text fields.
- Run the load. Wait until the job finishes and the source is marked ready.
- Open Dashboards and create a dashboard in a collection.
- Click Add Widget.
- Choose the file area as the data source.
- Select a chart type, a metric, and a time or category dimension.
- Preview the result, then save the widget.
Common mistakes
Section titled “Common mistakes”Do not close the job queue because a job is running. Jobs continue in the background, but the queue is the best place to see progress, errors, and completion status.
Do not skip the schema review. Good display names, types, units, and constraints make dashboards easier to build and easier for Sidekick to understand.