Overview

What are Queries?

Queries let you fetch and transform data from your databases. Think of a query as a recipe for getting the exact data you need. You start with a table then add steps to filter, calculate, and organize the data.

Insights offers three ways to build queries:

  1. Query Builder Visual, no-code interface (recommended for most users)
  2. SQL Editor Write SQL directly (for SQL experts)
  3. Script Editor Python scripts for complex transformations

Creating Your First Query

Start a New Query

1. Open your workbook

  1. Click the Queries tab
  2. Click New Query
  3. Choose your query type:
    • Visual Query Builder -> Build visually
    • SQL Editor -> Write SQL
    • Script Editor -> Write Python

Query Builder

We'll focus on the Query Builder since it's the easiest to get started with.

2. Select Your Data Source

  1. Click Select a table
  2. Choose your database connection
  3. Pick a table to start with

select table

You can select a table from:

  • Demo Data
  • Site DB
  • Uploads
  • Other Queries in the WorkBook

Now you're ready to perform operations on the table

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