Estimated Total Time: 15 minutesThis activation-focused quickstart covers only the essentials. Advanced features like modeling, dashboards, and orchestration are available when you’re ready to go deeper.
Essential quickstart steps
Follow these steps to get your workspace operational:Steps 1-4: Account Setup & Warehouse
Complete your initial setup from account creation through workspace provisioning.Time: ~5 minutes
Step 4: Configure App Connections
Time: ~2 minutesSet up secure connections to your data sources.
Step 5: Ingest Your Data
Time: ~3 minutesConnect and sync data from your sources into your warehouse.
Step 6: Explore Your Data
Time: ~3 minutesCritical milestone: Query and explore your real ingested data using SQL.
Step 7: Invite Your Team
Time: ~2 minutesAdd teammates and set up basic permissions for collaboration.
Step 8: What's Next?
Optional: Explore advanced capabilities when readyLearn about modeling, dashboards, orchestration, and more.
What this quickstart accomplishes
After completing steps 1-7, you’ll have: ✅ Working data workspace with your warehouse connected✅ Real data flowing from your sources
✅ SQL environment ready for immediate data exploration
✅ Team collaboration set up with appropriate permissions
✅ Foundation in place for all advanced features
What this quickstart intentionally skips
These powerful features require context and a learning mindset - they’re covered in Step 8 and dedicated guides when you’re ready: ❌ dbt Modeling - Requires understanding of models, repos, dependencies❌ Orchestration (Jobs) - Introduces complex scheduling and dependency logic
❌ BI Dashboards - Needs metrics, modeling, and stakeholder clarity
❌ Metrics Store - Requires data modeling and metric definitions
❌ Data & AI Apps - Needs use case clarity and data preparation
❌ Advanced Git/CI-CD - Better suited for mature implementations
Ready to start?
Begin Setup
Start here: Account setup and workspace provisioningGet your 5X workspace up and running in minutes.
Alternative paths
Advanced Features
Already have a workspace? Jump to advanced capabilities.