How to Use ThoughtSpot

Getting started with ThoughtSpot

In this guide, you'll learn how to set up ThoughtSpot and quickly generate insights from your data using simple search queries. By the end, you'll be able to create charts and extract meaningful information without needing to rely on data teams.

Step 1: Sign up and set up

1. Go to ThoughtSpot's website.
2. Click on the “Get Started” button located in the top right corner.
3. Fill in your details to create an account. Note that ThoughtSpot does not offer a free tier; you'll need to choose the Team plan at $95/month or contact them for a custom Pro plan.
4. Once registered, log in to your new account.

Step 2: Your first query

1. After logging in, you will be directed to the ThoughtSpot homepage.
2. Locate the search bar at the top of the page. This is where you will type your questions.
3. For example, type “Sales by region” and press Enter.
4. ThoughtSpot will generate a chart based on your query, displaying the sales data segmented by region.
5. You can further refine your query by adding filters or asking follow-up questions like “Sales by region in 2023”.

Step 3: Get better results

1. Experiment with different types of queries. Use natural language for questions like “What were the top 5 products sold last month?”.
2. Use the “Filters” panel on the left to narrow down your data for more specific insights.
3. Save your favourite queries by clicking the “Save” button next to the search bar. This allows you to quickly access them later.
4. Explore the “Charts” and “Insights” tabs to see different visual representations of your data.

Pro tip

Use the “Ask a Question” feature to see suggested queries based on your data. This can help you discover insights you may not have thought to ask about.

Common mistake to avoid

Avoid being overly complex with your queries. ThoughtSpot works best with straightforward, natural language questions. Overly complicated phrasing can lead to inaccurate or no results. Stick to clear, concise questions to get the best insights.