This video series is meant to help you get acquainted with the different parts, options, and settings of the Grow platform. While each video is not fully comprehensive, it should serve as a good introduction for new customers. We have also added several links to help articles to give you more detail about the parts of Grow that you are interested in.
As always, if you have additional questions that aren't covered in these videos or the help articles, reach out to your Grow BI Consultant, email our wonderful support team, or post your questions in the community.
1.0 Getting Started
This is a general overview of navigating the Grow platform and account settings (creating dashboards and metrics, adding users, changing account-wide settings).
Related help articles:
1.1 Grow Terminology
This will help you get familiar with the terms and features you can use around Grow, like metrics, metric builder, key values, data tab, chart tab, datasets, and more.
Related help articles:
1.2 Using Dashboards
This video covers how to add/remove dashboards, move and resize metrics, share dashboards, organize dashboards, and other dashboard-level settings and features.
Related help articles:
- Adding Notes to Your Dashboard
- Auto-Organize Metrics
- Add User Access to a Dashboard
- Sharing a Dashboard
1.3 Data Sources
Learn how to connect to, share, and use data sources.
Related help articles:
2.0 The Metric Builder
Learn how to use the metric builder to pull in data from a data source, add transforms, chart the data, and save it as a new metric.
Related help articles:
2.1 The Data Tab and Transforms
This video covers all of the transforms available in the data tab of the metric builder, and explains the idea of the "transform pipeline."
NOTE: This is a longer video, so you can skip to information about a specific transform by clicking on the "Chapters" button in the video controls at the bottom right (the three lines).
Related help articles:
2.2 Advanced Data Tab
This goes through other options available to help organize your data and build metrics on the Data Tab, other than the transforms.
Related help articles:
- Using Joined Reports
- Using the Master SQL Report
- Using Spreadsheet Functions
- Add a Label to a Report
- Datasets Overview
2.3 Chart Options
One you organize your data in the Data Tab, you can chart it in the Chart Tab. This video goes through the different options and settings available when creating the chart.
Related help articles:
2.4 Using Your Metrics
This covers ways you can share your metrics and dashboards to help you get your data out to your organization.
Related help articles: