Docs

Build Your First Doc

Create your first Doc in Definite and start visualizing your data.

Now that you've connected your data, you're ready to build your first Doc. Docs are interactive dashboards where you visualize data, track metrics, and share insights with your team.

Create a new Doc

Click + New Doc from the home screen. Give your Doc a name that describes its purpose, like "Revenue Dashboard" or "Sales Pipeline Overview."

Definite home screen

Your new Doc opens with a blank canvas and Fi ready to help.

Add tiles with Fi

The fastest way to build a Doc is to ask Fi. Type a prompt like "Build a KPI dashboard" or "Show me revenue trends over the last 6 months" and Fi creates the tiles, queries, and visualizations for you.

Fi building a dashboard from a prompt

Add tiles manually

You can also add tiles yourself. Click the + button in the Tiles panel on the left sidebar and choose a tile type:

  • SQL Query - Write a SQL query to pull data
  • Python - Use Python for more advanced analysis
  • Markdown - Add headers, descriptions, or notes

Adding a tile manually

Arrange your layout

Click the Edit button in the top toolbar to enter edit mode, then drag and resize tiles to arrange your dashboard.

Tip

A common layout: KPIs at the top for high-level metrics, charts in the middle for trends, and tables at the bottom for detailed data.

A finished Doc with KPIs, charts, and tiles

Your Doc saves automatically as you work. Share it with your team from the ellipsis menu (...) in the top toolbar.

Next steps

Docs in Depth

Learn about managing, sharing, and organizing your Docs

Tile Types

Explore KPI, Chart, Table, and Markdown tile options