Tessallite Help
This library documents Tessallite: what it is, how to connect BI tools, how to build models, how the conversational agent works, and how to administer the platform. It covers the full product surface, from the Workspace Explorer and Model Builder to system configuration, BI integrations, and troubleshooting.
Who this library is for
Analyst
Connects BI tools to Tessallite and queries deployed models. Start with What is Tessallite, Workspace Explorer, and Connect a BI tool.
End User
Builds dashboards and reports from governed models — in Excel, Power BI, Tableau, or a Jupyter notebook — without touching SQL or the model itself. Start with Choose Your Connection, then the walkthrough for your tool: Excel, Power BI, Tableau, or Jupyter.
Modeller
Builds and maintains semantic models: sources, joins, measures, dimensions, calendars, aggregates, security, lineage, and diagnostics. Start with Projects and models.
Tenant Admin
Manages users, roles, SSO, webhooks, audit views, project settings, and agent configuration for one workspace. Start with Manage users.
System Admin
Deploys and operates the Tessallite platform. Start with Architecture overview, Deploy locally, or System configuration.
Getting Started
Start here. These articles take a new user from first sign-in to an understood workspace and connected BI tool.
What is Tessallite
What the platform does and what problem it solves.
How Tessallite Works
The query path from BI tool to result, and how aggregates are built.
First-Time Setup
Sign in, create a workspace, and prepare the first tenant user.
Welcome Wizard
Understand the guided onboarding flow and when to relaunch it.
Workspace Explorer
Navigate projects, model cards, project settings, imports, exports, and agent entry points.
Demo tenant: acme-demo
Explore the seeded workspace used by the screenshots and examples.
Install Tessallite Locally
Deploy Tessallite on your machine using Docker Compose.
Deploy Tessallite to Google Cloud Platform
Deploy Tessallite to Google Cloud Platform using Cloud Run.
Connect a BI Tool via JDBC
Connect DBeaver, Tableau, Power BI, or any PostgreSQL-compatible client.
Connect Excel via XMLA
Connect Microsoft Excel via XMLA and build a pivot table.
Tessallite Features
Complete reference of every feature with descriptions and where to find it.
Analyst Guides
End-to-end walkthroughs for the people who consume the models: building dashboards, reports, and analyses in the tools they already use.
Choose Your Connection
Excel add-in or PivotTable, Power BI, Tableau, Jupyter, or the headless API — pick the right path for the job.
Build Your First Excel Dashboard
From a blank workbook to a live, refreshable dashboard: PivotTable, timeline, slicer, KPI strip, and chart.
Build a Report with the Excel Add-in
Drag-and-drop report building, the in-Excel agent, KPI cards, drill-through, and one-click refresh.
Excel Formulas That Stay Live
TESSALLITE.VALUE, TESSALLITE.KPI, GETPIVOTDATA, and CUBE formulas — governed numbers inside any cell.
Build a Power BI Report
A DirectQuery report on the demo model: bar chart, trend line, slicer, and KPI cards.
Build a Tableau Dashboard
A live-connected dashboard: country view, product leaderboard, monthly trend, and wired-up filters.
Query Tessallite from a Jupyter Notebook
psycopg2, pandas, a plot, and a small machine-learning example — all on governed numbers.
Why Your Numbers Match
Five ideas — one definition, grain, summaries, security, and trust — that explain every tool agreeing.
Core Concepts
Core ideas behind Tessallite. Read this section before building or governing models.
- Workspaces and Tenants
- Projects and Models
- Sources, Tables, and Joins
- Dimensions and Measures
- Aggregates
- Query Routing
- Model Health
- Roles and Permissions
- Calendar Types
- KPIs (Key Performance Indicators)
Modelling
Step-by-step walkthroughs for every major task in Model Builder.
- Create a Project
- Manage Connections
- Add a Data Source
- Add Tables to a Model
- Source Statistics
- Table Auto-Analysis
- Model Canvas Tour
- Canvas Undo/Redo
- Define Joins
- Define Hierarchies
- Define Dimensions
- Dimension Aliases
- Dimension Attribute Relationships
- Business Glossary
- Define Measures
- Semi-Additive Measures
- Calculated Measures
- User-Defined Attributes
- Configure Time Variants
- Understanding Window Functions
- Configure Calendar Table
- Fiscal and Retail Year Captions
- Associate Calendar with Dimensions
- Multi-Calendar Best Practices
- Measure Query Panel
- Pivot Conditional Formatting
- Query Panel
- Live vs Aggregate
- Drill-through
- Curate drill-through
- Set a Query Target
- Configure Aggregates
- Predictive Aggregates
- Aggregate Lifecycle
- Cold-start Latency
- Configure Pocket Tables
- Run a Refresh
- Manage Aggregate Schedules
- Scheduler Dependencies
- Use the AI Optimiser
- Usage Analytics
- Configure Row Security
- Data Tags
- Column-Level Security
- Configure Personas
- Parameterized Filters
- Data Quality Rules
- Usage & Downstream Assets
- Named Queries — MDX Named Sets, Tessallite Named Lists & Named Queries
- KPIs
- Data Preview
- Schema Changes
- View Model Lineage
- View Diagnostics
- Save and Version a Model
- Deploy a Model
- Export and Import a Model
- Export and Import a Project
- Import from dbt
- Import from a Semantic Layer Tool
- Model Templates
- Model Translations (i18n)
- Model Details
Conversational Agent
Project-level conversational agent setup, scoping, quality control, recipes, and logs.
- Agent Chat
- Configure your project agent
- Project-Level Personas
- Author the glossary alias map
- Write a judge rubric
- Cross-model calculation recipes
- Agent log screen
- Agent Session Memory
- Agent Conversation Export
- Agent Stop Button
Admin
Workspace administration: users, roles, settings, SSO, webhooks, audit trails, and operational policies.
- Create a Workspace
- Manage Users
- Manage Roles
- Model-Scoped RBAC
- Workspace Settings
- Project Settings
- Model Configuration
- Audit Log
- Query Log
- Alert Configuration
- SSO Configuration
- SSO Group Mappings
- Webhooks
- Security Audit Trail
- Refresh SLA Declarations
System Admin
Platform deployment, configuration, service operation, credentials, and upgrade procedures.
- Architecture Overview
- Deploy Locally
- Deploy on GCP
- Deploy on Kubernetes
- Create a Tenant
- Configure Environment Variables
- System Configuration
- Credentials and the .env File
- Service Reference
- Teardown
- Upgrade
- Monitoring Stack (Prometheus & Grafana)
Integrations
Connection guides and API references for BI tools and programmatic clients.
- JDBC Connection Guide
- Looker Studio Direct Connection
- Optional Looker-hosted LookML Workflow
- Looker Cloud Core - Not Required
- LookML Emitter
- Excel XMLA Connection Guide
- Excel PivotTable Features
- Tessallite Excel Add-in
- Named List MDX Composition
- Named List Parameterisation
- Power BI Connection Guide
- BI Tool Compatibility Matrix
- Supported Data Sources
- API Authentication
- API Reference
- Headless API
- Embed API
- Embed Agent Chat
- MCP Server (Model Context Protocol)
- Solidatus Integration
- Collibra Integration
Troubleshooting
Diagnostic guidance for common connection, query, refresh, and service problems.