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Rokks Docs

Quick Start

Quick Start

This guide assumes Rokks is already running. See Installation if you haven’t deployed it yet.

1. Upload a data file

  1. Open the Data Fabric section in the left sidebar (Layers icon).
  2. Create a File Area: click the + button in the File Areas panel and give it a name (e.g., Sales Data).
  3. Upload a CSV file: drag and drop it onto the file area, or click Upload File.
  4. Rokks will parse the file, generate a transform plan, and load the data into a physical table.

When the status badge shows SYNCED, the data is ready to query.

2. Create a dashboard

  1. Switch to Dashboards in the left sidebar (Layout icon).
  2. Click the + button to create a new dashboard. Give it a name.
  3. The empty dashboard canvas opens.

3. Add a widget

  1. Click Add Widget in the dashboard toolbar.
  2. In the Widget Builder:
    • Data Source: select the File Area you created in step 1.
    • Chart Type: choose LINE or BAR.
    • Metric: pick a numeric column (e.g., revenue).
    • Dimension / X-axis: pick a date column or a categorical column.
  3. Click Save. The widget appears on the canvas.

4. Ask Sidekick

  1. Click the Sidekick button in the top-right header.
  2. Type: Add a table showing the top 10 rows sorted by revenue descending.
  3. Sidekick creates the widget, explains the SQL it wrote, and places it on the canvas.

You can undo any Sidekick action with the ↩ Undo button that appears after each action.

Next steps