How to Use Hex

Getting started with Hex

In this guide, you'll learn how to set up your Hex account and create your first data analysis project. By the end, you'll be ready to collaborate effectively with your analytics team using Hex's notebook-style interface.

Step 1: Sign up and set up

1. Visit hex.tech.
2. Click on the "Sign Up" button in the top right corner.
3. Enter your email address and create a password, or sign up using Google or GitHub for quicker access.
4. Confirm your email address through the link sent to your inbox.
5. Once logged in, follow the on-screen prompts to set up your profile and preferences.

Step 2: Your first project

1. On the main dashboard, click on the "New Project" button.
2. Choose a blank project or select from a template to start.
3. Add a data source by clicking on the "Add Data" button. You can upload files, connect to databases, or use APIs.
4. Once your data is added, click on a cell in the notebook to start writing. You can use SQL, Python, or no-code blocks.
5. To run your code, click the "Run" button next to the cell or press Shift + Enter.

Step 3: Get better results

1. Use comments in your notebook by starting a line with # for Python or -- for SQL. This helps document your code for others.
2. Explore the "Visualisations" tab to create graphs and charts directly from your data.
3. Collaborate with team members by clicking the "Share" button in the top right corner to invite others to view or edit the project.
4. Save your work regularly by clicking the "Save" button to avoid losing progress.

Pro tip

Use keyboard shortcuts like Ctrl + K to quickly search for commands or Cmd + A to select all cells. This can speed up your workflow significantly.

Common mistake to avoid

Avoid skipping the initial setup prompts. They help configure your workspace and data connections properly, which can prevent issues later on when you try to access your data sources.