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Getting Started

Overview Getting Started Guided Tours Guided Tours for Developers

Case Studies

Overview Receivables Management Payables Management

Datasources & Workspaces

Datasource Workspace API CSV / Excel / JSON / Parquet Database Object Lineage

Relationships Across Data

Relationship Manager

Creating Visualizations

Overview Adding Filters Customizing Visuals Adding Filter Components Filter Settings

Creating Visuals with Queries Filter Components with Query-Based Visuals Drilldown in Query-Based Visuals Multi-Attribute Drilldown

Working with Tables Combining Datasources Drilldown & Drill-Through Trends, Forecasts & Outliers

Calculated Fields Custom Attribute (Select)

Automations & AI

Overview Explore Data Scheduler & Smart Alerts Flow Buttons on Tables Executive Deep Summaries AI Summaries & Q&A

Sharing & Delivery

Sharing & Access Folders Report Settings Notifications

Report Lifecycle

Version Control Release Pipelines Export & Import Reports Trash

Administration

Users & Licenses User Groups User Attributes Instance Management

Column Masking Row-Level Security

PersivX Data API

Why PersivX Data API Using the Data API

Changelog

Overview v1.7 v1.6 v1.5 v1.4 v1.3 v1.2 v1.1 v1.0 v0.21 v0.20 v0.19 v0.18 v0.17 v0.16 v0.15

Changelog

PersivX v1.7

Releases in the v1.7 series, newest first.

v1.7.05 Nov 2026

New Feature: Run now on a per-value subscription lets you pick which filter values to run for. All are selected by default.

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