1. Connect the data
Show the source discovery flow, table profiling, connection test, and workspace setup before modelling starts.
Evaluation playbook
The Acme Payments playbook follows a realistic team through their first two weeks with Tessallite: connecting data, building a model, answering business questions, investigating issues, adding governance, accelerating slow queries, and using the agent.
Suggested demo flow
Show the source discovery flow, table profiling, connection test, and workspace setup before modelling starts.
Create the fact, dimensions, joins, measures, hierarchies, glossary terms, and display names that business users will see.
Run the first query, use the pivot-style surface, connect Excel, and confirm that results match the semantic model.
Use drill-through, lineage, query logs, model health, and diagnostics when a number needs explanation.
Introduce row security, personas, column controls, and audience-specific views before exposing sensitive data broadly.
Show aggregates, optimizer recommendations, pocket tables, BI endpoints, agent answers, and operational evidence.
Why this matters
The playbook is useful because it is cumulative. A data engineer, finance analyst, compliance officer, BI developer, analytics leader, and system admin all work against the same Acme workspace. That makes governance, routing, Excel, model health, and agent behaviour easier to judge in context.