Explore basics

Audience: All users
Goal: Orient yourself in Explore before running your first question.

Open Explore

1. Sign in to the Admin Portal with your organization credentials (enterprise SSO via AWS Cognito, or your IT-provided method).
2. Select your tenant from the header switcher if prompted.
3. Click Analyze → Explore in the sidebar (or go to /explore).

Figure: Explore idle state with the composer at the bottom.

The composer

The composer is the panel at the bottom of Explore. It is where you type questions and configure context for each analysis.

Control	Purpose
Analysis prompt	Type your question in plain language
Attach files	Upload CSV, TSV, TXT, PDF, XLS, or XLSX for ad-hoc analysis
Datasource	Pick which connected database to query
Options	Row limit and related settings
Run	Submit the question to PrismBI

Choose a datasource

Selecting a datasource tells PrismBI which governed database connection to use. If you skip this step, the platform may auto-select a datasource, which can affect cost and accuracy.

1. Click Datasource in the composer toolbar.
2. Select the datasource your team uses for the topic you are exploring (for example, Sales Warehouse).
3. Close the dialog and confirm the datasource tag appears above the prompt.

Figure: Choose a datasource before running your question.

Tips

• Name the metric, time period, and dimension in your first prompt (for example, “Q2 2026 revenue by region”).
• Confirm the datasource matches the data your question needs—finance vs. operations warehouses are often separate.
• MEMBER users land on Explore by default; bookmark /explore for quick access.

Troubleshooting

Issue	What to try
Run is disabled	Enter a prompt, select a datasource, or wait for a running query to finish
No datasources listed	Ask a tenant admin to connect and assign a datasource to your Edge Agent
Wrong tenant data	Switch tenant in the header before submitting