Getting started with OneAnalytics

OneAnalytics is a cloud-native, AI-powered BI platform built for Indian SMBs and finance teams. This guide walks you from signup to your first shared report in about ten minutes.

1. Create an account

Go to app.analytics.rstglobal.in and click Sign up. You can use Google, Microsoft, or an email and password. First user in a company gets the Owner role automatically; everyone else you invite afterwards starts as Editor and can be demoted to Viewer or Exec.

New accounts land in the Starter plan — 3 editors, 2 GB of dataset storage, one workspace, and 10 scheduled refreshes per day. Upgrade from Settings → Billing when you outgrow it.

2. Connect a data source

From the home screen, click Connect a source. OneAnalytics supports Tally, Busy, Postgres, MySQL, Snowflake, BigQuery, CSV, Excel, Google Sheets, Airtable, REST, Shopify, and more. Each connector has its own guide under Connect.

For a quick first run, pick CSV, drop a file in, and click Import. A new dataset appears under the default workspace, in Import mode — the file is parsed, typed, and stored in our columnar cache.

3. Build a report

Open the dataset and click New report. The report editor gives you five visuals out of the box: Bar, Line, Matrix (pivot), KPI card, and Table. Drag a dimension to the X-axis, a measure to the Y-axis, and the chart renders in under 200 ms — the query compiler emits dialect-specific SQL with a sql_preview you can inspect.

Want a calculated metric? Click + Formula and write it in the measure DSL:

revenue = sum([amount])
last_week = filter(revenue, [date] between today() - 7 and today())

4. Share it

Click Share in the top-right. Pick an audience — specific users, a team, an executive role, or a public link with watermark and password — and a list of actions (view, download, comment). OneAnalytics creates a sharing grant and emails the recipients.

You're live. Next, read Concepts → Workspaces to organise your growing catalogue of datasets and reports.