Getting Started with ThoughtSpot Free Trial

Completing the following steps helps you and other users in your organization get the most value from your data during the trial period. A little bit of time setting up ThoughtSpot has a big impact.

Before you begin

Before you start, review these talks to identify your ideal use case. The context helps you make account-related decisions and use ThoughtSpot effectively.

ThoughtSpot Success Series: Defining a ThoughtSpot Use Case
ThoughtSpot Success Series: Use Case Prioritization

We highly recommend that you register for the free ThoughtSpot U course that covers the material in this section, Getting Started with ThoughtSpot Analytics Cloud.

We also provide these instructions in PDF format.

Step 1: Create a ThoughtSpot Community account

A ThoughtSpot Community account lets you ask questions in our product forums, explore best practices from other customers, sign up for events, and contact support.

Step 2: Activate your ThoughtSpot Cloud account

We will send you an email that contains the administrator credentials to log in for the first time. Check your inbox, then click to access the free trial cluster. Stay logged in to complete the rest of the setup.

Password requirements

When you start using the ThoughtSpot Free Trial, you see the ThoughtSpot password verification checklist. Passwords must meet the following requirements:

  • 8 or more characters.

  • 1 uppercase letter, 1 lowercase letter, 1 number, and 1 special character.

  • Pass a complexity and uniqueness test that checks for known patterns and simple words. ThoughtSpot rejects passwords that are not complex enough. For more information, see the Dropbox password library.

  • No blocked words. By default, the blocked words are: your username and any part of your display name.

Step 3: Connect to your data source

Completing this step lets all users in your organization perform live queries. Choose your cloud data warehouse type, and follow the connection instructions.

Step 4: Model your data for searches

ThoughtSpot automatically optimizes your data for search. It models and configures most details. However, we recommend that you adjust the modeling settings to align with your identified use cases, and improve the experience for other users.

Step 5: Create a Worksheet

Worksheets make it easier for everyone in your organization to search data and create visualizations. Use the following step-by-step instructions to create your first Worksheet.

Step 6: Learn search essentials

After you finish creating Worksheets, you are ready to search. Review the key concepts to get started, and how to help others in your organization become effective searchers.

Step 7: Make a default Liveboard

Liveboards are interactive collections of charts and tables. Set up a shared Liveboard now, so everyone who joins your organization can access valuable information.

Add data files

Upload a flat data file (CSV)

To upload a CSV file, follow these steps:

  1. Select Data in the top navigation bar.

  2. Select Utilities in the side navigation bar.

  3. Select Upload CSV.

    Alternatively, navigate to step one of Setup, and click upload CSV.

  4. Upload the CSV or Excel file using one of these options:

    • Click Browse your files and select the file.

    • Drag and drop the file into the drop area.

  5. Answer the question Are the column names already defined in the file header?

    Specify one of the following:

    Comma

    (,), example: Jacket,Winter 2021,yellow,600

    Semicolon

    (;), example: Jacket;Winter 2021;yellow;600

    Pipe

    (|), example: Jacket|Winter 2021|yellow|600

    Space

    ( ), example: Jacket "Winter 2021" yellow 600

    Tab

    ( ), example: Jacket Winter 2021 yellow 600

  6. Click Next.

  7. If column names are missing, click the column header to add column names that describe the attributes or measures in the columns.

    You can also change existing names to a simpler or more human-readable format.

  8. Click Next.

  9. Review the automatically-generated data types for each column, and make necessary changes.

    These are the possible data types:

    True/False

    Boolean, Yes, no.

    Integer

    Smaller integers represented by 32 bits.

    Large Integer

    Larger integers represented by 64 bits.

    Decimal

    Floating point or Decimal.

    Text

    Character or text.

    Date

    Simple date, not including the time component.

    Date_Time

    The date and time.

    Time

    Only the time, not including the date component.

  10. Click Upload.

Users have an upload limit of one CSV file.

Replace or append new data to a CSV file

To replace your uploaded CSV file or append new data to it, follow these steps:

  1. Select Data in the top navigation bar.

  2. Click on your current CSV file in the list of data sources.

  3. Select Replace CSV in the upper right corner of your screen.

  4. Answer the question Are the column names already defined in the file header?

  5. Answer the question Do you want to append to the existing data or overwrite it?

    To add this data to your existing CSV file, choose Append. To create a new CSV file, choose Overwrite.

  6. Answer the question How are fields separated?

  7. Click Next.

  8. Preview your data and click Upload.