Learn about the Birst Trial

Learn about the Birst Trial

Learn the basics of Birst to get you up and running fast


Get started with Birst! Birst gives you the ability to connect to data sources, prepare data for analysis, relate different data sources together, visualize insights, and create your own interactive dashboards and reports. Follow the 6 steps below (connect, prepare, relate, network, visualize and dashboards) to start getting insights from your data.

Watch a demo video

High-level overview of Birst's Pronto module.

1. Connect

Learn how to create a new project and bring data into Birst using a variety of connectors to commonly used cloud applications like Salesforce.com, or files like Excel. Identify the tables you want to use, and even filter to get only the rows you need. Birst extracts the data for you in a few simple steps.

Video: Connect

How to get data into Birst. 

Connect to Data

Let's get some data into Birst so you can make a nice report. 

2. Prepare

Create multiple prepared sources from the "raw" or base sources extracted in the Connect step. Merge tables from multiple raw sources to efficiently manage your report data, especially when you have different uses for the same tables. Experiment with data transformations, and track or undo your changes in the transformation pipeline.

Video: Data Prep

Prepare the source data for reporting. 

Prepare Data

Prepare the source data for reporting.

3. Relate

If you need to build a report using data from multiple sources that can’t be merged, the Relate step uses standard database joins on measures and attributes to set up relationships between the data sources you’ve imported and prepared, as well as raw data sources.

Video: Relate

This video covers the "relate" feature in Birst.

Relate Data

Set up relationships between the various data sources you have imported.

4. Network

Business users can share, connect to, and blend their data to organically build up data models, reports and dashboards. Additionally, Birst Admins can share centrally curated data with business users who can then connect to and blend their own personal data with it.

Video: Network New Data

Locate and use Network BI capabilities

Network Multiple Projects

Step by step instructions on using Network BI to expand your reporting options while maintaining consistent data definitions.

5. Visualize

Visualizer allows you to build reports starting with either the data or with a report type, whichever is more intuitive to you. Built in guidance helps you create meaningful visualizations with its contemporary and intuitive user interface

Video: Visualizer Overview

This video provides an overview of the Birst's Visualizer module.

6. Dashboards

Dashboards are interactive webpages containing rich analytical data designed to quickly and clearly communicate important business information. Dashboards use an HTML-based interface and can be populated with reports you've already built in Visualizer. In addition, you can create new reports, add filters, drill-across capability, key performance indicators, and many other features and widgets.

Video: Dashboard Creation

This video covers basic Dashboard Creation in Birst

Video: Dashboard Display and Formatting

This video covers display and formatting options for Birst Dashboards. 


Build a fully functional Birst BI project and experiment with Birst's presentation tools; Visualizer and Dashboards.