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  • Writer's pictureDuc Pham

A Simple Guide for AppSumo

In this guide, we'll walk you through three simple steps to get started with RocketBI so you can unlock the power of your data effortlessly.
Get our lifetime deal on AppSumo starting from $79

Your RocketBI Journey Starts Here

Thank you for choosing RocketBI through the AppSumo lifetime deal! We appreciate your trust in us to simplify your data analytics and reporting needs. We understand that you're a business user looking for an easy way to make sense of your data without needing technical expertise, and that's exactly what RocketBI is here for.

1. Connect Your RocketBI to Your Data Warehouse

The very first step on your RocketBI journey is to connect it to your data warehouse.

Your data warehouse is like the vault where all your data analysis and processing information are stored. RocketBI simplifies this process, allowing you to manage your data and govern user access easily.

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

Most of the Data Warehouse connecting process is simple, with frequently asked information that you can get from your IT guys:

  • Host: the IP address to your Data Warehouse.

  • HTTP/ TCP Port: Make sure to tell your IT guys to open the download access

  • Username & Password: You should create a new credential with the right to read/get/download rights.

To ensure optimal performance, we recommend that you avoid using RocketBI in your transactional database, as it may slow down the transaction process.

Your database supports applications and internal systems, like ERP, CRM, and e-commerce stores, to record point-of-sale data. A data warehouse serves different purposes, for data archive & analytics, and should be on its stand-alone server.

If you need help config data warehouse, email us at

2. Centralize your scattering data

Now that your RocketBI is connected to your data warehouse, it's time to start collecting data from your various business sources. The best part? No coding or complexity is involved!

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

Whether it's data from databases, spreadsheet files, Google Sheets, or other online services, RocketBI simplifies the process.

Just select your source, login, and start scheduling data synchronization to your data warehouse. It's that easy! After connecting to your business data source, use our data-collecting tool to select a table & set up your data sync schedule. Head to our Document page for a detailed step-by-step guide with each data source:

3. Explore & analyze your business intelligence

By choosing RocketBI as your central intelligence hub, you'll have a reliable and easily accessible single source of truth for all your data and insights. Your data is securely stored and updated regularly, so you don't have to worry about any costly and time-consuming IT projects. With RocketBI, businesses of all tech capabilities can enjoy the benefits of a centralized data and insights hub without the hassle. Technical savvy firms can reallocate their scarce engineering resources to other needed jobs.

Here, you can explore, analyze, and report findings from your business data using various methods that cater to users of all technical levels:

Drag-and-Drop Chart Builder

For non-tech users, simply drag and drop your data into the chart builder. We offer over 30 chart types to visually explore hidden insights in your data.

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

Ad Hoc Analysis with SQL

Advanced users with some SQL knowledge can gain instant insights through queries with our Ad Hoc analysis feature. You can even build charts from SQL results and collaborate on your analysis using the sharing function with dynamic custom parameters.

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

Datacook (Business Package)

For the most savvy users, our Datacook feature awaits; it's a no-code ETL function that's available on the Business package. You can build custom data pipelines and schedule automated data processes, empowering you to handle even the most complex data analysis needs.

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


In summary, your RocketBI journey is all about simplifying data analytics and reporting for business users like you. We hope you enjoy exploring your data and discovering valuable insights. If you encounter any issues or have ideas for a feature, please don't hesitate to contact us through our website, email (, or via our GitHub.

Your feedback is invaluable in helping us improve your RocketBI experience. Happy analyzing!

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