Self‑Serve Analytics Onboarding Checklist

Welcome

This interactive checklist helps new platform users get up to speed safely and consistently. Complete each item, run the sample queries, and answer the short quiz to validate readiness. Responses are saved so your analytics team can follow up where help is needed.

What's included

• Account & access checks
• Data literacy primer and naming/metric conventions
• How to find canonical datasets and owners in the catalog
• Basic chart creation walkthrough
• Sensitive-data and privacy reminders
• Support & escalation path
• Recommended guardrails and sample queries
• A short quiz to validate readiness

Estimated time

Plan 30–60 minutes to complete the checklist and quiz, longer if you follow additional learning links.

Recommended guardrails (quick)

• Use canonical datasets where available — prefer reuse over copies.
• If you create derived datasets, record lineage, ownership, and purpose.
• Publish dashboards with clear data source tags and version notes.
• Mask or remove sensitive fields before sharing externally.
• Follow the escalation path for access, data quality, or privacy issues.

Sample queries (examples)

-- 1) Quick row count
SELECT COUNT(*) FROM analytics.sales_canonical;

-- 2) Simple aggregation with date
SELECT date_trunc('month', order_date) AS month, SUM(amount) AS total_sales
FROM analytics.sales_canonical
GROUP BY 1
ORDER BY 1;

-- 3) Validate a join (compare totals)
SELECT COUNT(*)
FROM analytics.orders o
JOIN analytics.customers c ON o.customer_id = c.id
WHERE c.region = 'West';

If a sample query returns unexpected results, stop and raise a data quality request to the dataset owner.