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  • Writer's pictureDuc Pham

New Users Guide for RocketBI v2.0

With the launch of our RocketBI v2, we have so many exciting changes & features that we love to quickly walk you through. Go to and get instant access to advanced business intelligence.
RocketBI v2 gets a total revamp in UI & config

Your RocketBI Journey Starts Here

Welcome to RocketBI! We're thrilled to have you as a part of our community and are committed to delivering an outstanding experience. As a token of our appreciation, you have 30 days to try our advanced data analytics solution. We want to provide the tool low-tech businesses need to perform your data analytics and reporting needs, without requiring any technical expertise.

1. Connect your Data Warehouse

The first step in your RocketBI journey is to connect it to your data warehouse. Your data warehouse serves as a vault where all your important data analysis and processing information is stored. We've made connecting to your data warehouse a breeze with RocketBI. We simplify data management and user access control, allowing you to focus on gaining valuable insights from your data. Happy analyzing!

Google BigQuery, Clickhouse, Amazon Redshift, Vertica, PostgreSQL
Connect your data warehouse

Connecting to a Data Warehouse may seem daunting, but RocketBI has a straightforward process that can be easily accomplished with minimal help from your IT team.

To get started, you will need to obtain the Host or the IP address of the Data Warehouse server, as well as the HTTP/TCP port. Additionally, it is important to create a new credential with write & read permissions to ensure that you have the necessary access.

Key questions that you might want to ask:

  1. Why does RocketBI need to connect to your Data Warehouse? RocketBI helps you perform a secure end-to-end data analysis, processing, and visualization within your own data warehouse. Your data, pipeline, reports, and insights would be in one place.

  2. Do we have access to your data? No, all data & data processing would be done in your data warehouse.

  3. What does RocketBI use the write permission for? Business users can perform complex data aggregation with RocketBI: collect, blend, and filter data from multiple sources for in-depth data exploration. Your processes and findings are securely stored in data warehouse, enabling automation and future analyses.

For the best performance, we recommend avoiding the use of RocketBI in your transactional database. This will prevent any potential slowdowns in your transaction system.

2. Collect siloed data

Now, it's time to start collecting data from various business sources. The best part is that you don't have to worry about coding or complexity. You can easily centralize your business data from multiple sources, including databases, spreadsheet files, Google Sheets, or other online services.

connect any database & online services
Centralize your business data from multiple sources

Our platform simplifies the process, making it a breeze to get started. To begin, simply select your data source, log in, and start scheduling data synchronization to your data warehouse.

Once connected to your business data source, use our data-collecting tool to choose the needed data and set up your data sync schedule. For a detailed step-by-step guide for each data source, please visit our Document page at

3. Start Analyzing and Reporting

RocketBI is now your central intelligence hub, providing a reliable and easily accessible source of truth for all your data and insights. Your data is securely stored and updated regularly, saving a bunch of time and IT costs.

Explore, analyze, and report business data with these user-friendly methods.

Drag-and-Drop Chart Builder

Our chart builder allows non-tech users to easily visualize data by dragging and dropping. With over 30 chart types, uncover hidden insights visually.

drag-n-drop data visualization
Easy to use chart builder

Ad Hoc Analysis with SQL

Our Ad Hoc analysis feature allows advanced users with SQL knowledge to gain instant insights through queries. Additionally, users can build charts from SQL results and collaborate on analysis via sharing with dynamic parameters.

chart building, sharing & collaborating from SQL result
Powerful & convenience query builder

Datacook ETL

Our Business package includes the Datacook feature for tech-savvy users. It's a no-code ETL function that helps create custom data pipelines and schedule automated data processes to handle complex data analysis needs.

build data automation process
Build your data pipeline & schedule it automatically without coding


Thank you for choosing RocketBI! Our goal is to simplify data analytics and reporting for business users like you. We understand that you're looking for an easy way to make sense of your data, and RocketBI is here to help.

Hope you'll enjoy exploring your data and uncovering valuable insights. If you encounter any difficulties or have ideas for new features, please don't hesitate to contact us via our website, email (, or our GitHub page.

Your feedback is valuable in improving your RocketBI experience. Happy analyzing!

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