Master AnywhereBI

Getting Started

Welcome to AnywhereBI! This guide will help you get up and running with mobile business intelligence in minutes.

What You Will Learn

• How to upload and manage your data
• Creating dashboards manually or with AI
• Transforming and cleaning data
• Asking questions in plain English
• Understanding all available chart types

How to Upload Data

Get your data into AnywhereBI in just a few steps.

Upload Process

1. Access Upload
   From the Home screen, tap "Upload Data" OR go to the Data tab and tap the "+" button.
2. Select CSV File
   Your device file picker will open. Navigate to and select your CSV file. Only CSV format is supported.
3. Wait for Processing
   The upload happens in four stages:
   • Validating - Checks file format
   • Reading - Loads file content
   • Parsing - Processes data structure
   • Uploading - Transfers to cloud storage
4. Review Data Quality
   After upload, a Data Health Summary appears showing:
   • Overall health score (0-100%)
   • Any data quality issues found
   • Column types detected
   • Sample data preview

What Happens Automatically

• Type Detection: AI detects if columns are Numbers, Text, Dates, or Booleans
• Quality Analysis: Checks for missing values, inconsistencies, and outliers
• Validation: Ensures data is properly formatted and usable

Supported File Types

• CSV files (.csv extension)
• Headers required in first row
• No duplicate column names

Creating a Manual Dashboard

Build custom dashboards exactly how you want them, chart by chart.

Dashboard Setup

1. Start Creation
   From the Home screen, tap "Create Dashboard" button.
2. Name Your Dashboard
   Enter a descriptive name like "Sales Overview" or "Q1 Performance".
3. Add Description (Optional)
   Provide context about what this dashboard shows.
4. Choose Category
   Select from: Sales, Marketing, Finance, Operations, Analytics, or Custom. This sets the icon and color.
5. Select Primary Dataset
   Choose an existing dataset OR upload a new CSV file.
6. Create
   Tap "Create" to build your empty dashboard canvas.

Adding Charts

1. Open Dashboard
   Navigate to your new dashboard from the Dashboards tab.
2. Add Chart
   Tap the "+" button to add your first chart.
3. Choose Chart Type
   Select from: Bar, Line, Area, Pie, Donut, Scatter, or Table.
4. Configure Data
   
   • Enter chart title
   • Select dataset (if multiple)
   • Choose X-axis column
   • Choose Y-axis column
   • Select aggregation (Sum, Average, Count, Min, Max)
5. Style Chart
   Pick a color from 8 preset options: Blue, Green, Orange, Pink, Cyan, Purple, Red, or Light Green.
6. Apply
   Tap "Apply" and your chart renders with live data.

Managing Charts

• Reorder: Toggle edit mode, use up/down arrows
• Edit: Tap chart, modify configuration, apply changes
• Delete: Edit mode → delete icon → confirm
• Add More: Dashboards can contain many charts

Creating an AI Dashboard

Let AI build an entire dashboard for you by just describing what you want to see.

AI Dashboard Process

1. Start AI Creation
   From the Home screen, tap "Create With AI" button.
2. Select Dataset
   Choose the data you want to visualize. You can select an existing dataset or upload a new CSV.
3. Describe Your Goal
   Type what you want to see in natural language. Examples:
   • "Create a sales performance dashboard showing revenue trends by product and region"
   • "Build a customer analytics dashboard with segmentation analysis"
   • "Show monthly revenue trends and top performing products"
   • "Analyze employee performance across departments with key metrics"
4. Generate
   Tap "Generate" and watch as AI:
   • Understands your dataset structure
   • Analyzes data patterns
   • Selects appropriate chart types
   • Creates visualizations
   • Arranges dashboard layout
5. Review & Customize
   AI presents the generated dashboard. You can accept it as-is or modify individual charts.

What AI Considers

• Column data types and relationships
• Data patterns and distributions
• Best chart type for each metric
• Logical grouping and arrangement
• Your description and intent

Transforming Data

Clean, reshape, and prepare your data for analysis without changing the original file.

Accessing Transformations

Navigate to any dataset in the Data tab → Tap "Transform" button.

Available Transformations

1. Filter Rows

Keep only rows that meet specific criteria.

• Select column to filter
• Choose condition: Equals, Not Equals, Contains, Greater Than, Less Than
• Enter value to compare
• Add multiple filters if needed

2. Sort Data

Order rows by a specific column.

• Select column to sort by
• Choose Ascending or Descending

3. Rename Column

Change column names for clarity.

• Select column
• Enter new name
• Updates in all charts automatically

4. Change Type

Convert columns between data types.

• Select column
• Choose new type: Text, Number, or Date
• System validates conversion is possible

5. Group By

Aggregate data by categories.

• Select column to group by (categories)
• Choose aggregation: Sum, Average, Count, Min, Max
• Select value column to aggregate
• Creates new summarized dataset

6. Remove Column

Delete columns you do not need.

• Select column(s) to remove
• System warns if used in charts
• Confirm deletion

7. Add Column

Create calculated columns with formulas.

• Enter formula (can reference existing columns)
• New column appears in dataset

Transformation Workflow

• Each transformation is a step
• Steps shown in sequence
• Can reorder or remove steps
• Preview table shows live results
• Tap "Save" to persist changes

Using Ask AI

Chat with your data in plain English and get instant insights with automatically generated visualizations.

How to Ask AI

1. Open AI Tab
   Tap "Ask AI" in the bottom navigation bar.
2. Select Context
   Before asking, select what you want to analyze:
   • Choose one or more datasets
   • Or choose a dashboard
   • Context chips appear at the top
3. Type Your Question
   Ask anything about your data in natural language (up to 500 characters).
4. Get Answer
   AI analyzes your data and provides:
   • Natural language explanation
   • Charts (if helpful)
   • Key insights
   • Suggested follow-up questions

Example Questions

About Your Data

• "Show me key statistics from my sales data"
• "What patterns can you find in customer purchases?"
• "Give me a summary of this dataset"
• "What are the outliers in revenue?"

Comparisons

• "Compare revenue across regions"
• "Show top performing products vs bottom performers"
• "How does this month compare to last month?"

Trends

• "Show revenue trends over time"
• "What is driving the increase in sales?"
• "Analyze customer growth month over month"

Chart Requests

• "Create a chart showing sales by product"
• "Visualize revenue trends"
• "Make a pie chart of market share"

AI Response Features

• Multi-stage Analysis: AI understands query, loads data, generates insights
• Confidence Scoring: AI indicates how confident it is in the answer
• Auto-Visualization: Creates charts when they would help explain
• Follow-ups: Suggests 3 related questions to explore
• Limitations: AI notes any data limitations or assumptions

Proactive Insights

On the Home screen, AI automatically generates insights including:

• Trends: Significant patterns over time
• Correlations: Relationships between metrics
• Opportunities: Areas for improvement
• Risks: Concerning patterns to watch
• Anomalies: Unusual values flagged

Understanding Chart Types

Choose the right visualization for your data. Each chart type serves a specific purpose.

Bar Chart

Best For: Comparing values across categories, showing rankings

• X-Axis: Categories (products, regions, names)
• Y-Axis: Numeric values
• Aggregations: Sum, Average, Count, Min, Max
• Example: Revenue by Product, Sales by Region

Line Chart

Best For: Showing trends over time, sequential data

• X-Axis: Time periods or ordered sequence
• Y-Axis: Numeric values to track
• Aggregations: Sum, Average, Count, Min, Max
• Example: Revenue Over Time, Daily Signups

Area Chart

Best For: Trends with magnitude emphasis, cumulative values

• X-Axis: Time periods
• Y-Axis: Numeric values
• Visual: Filled area below the line
• Example: Total Sales Growth, Cumulative Revenue

Pie Chart

Best For: Parts of a whole, showing proportions

• Categories: 5-8 slices work best
• Values: Numeric data for proportions
• Aggregations: Sum, Average, Count
• Example: Market Share, Revenue by Category

Donut Chart

Best For: Similar to pie, with center displaying total

• Categories: Parts of a whole
• Visual: Ring with center label
• Example: Expense Breakdown, Traffic Sources

Scatter Chart

Best For: Finding correlations between two metrics

• X-Axis: First numeric metric
• Y-Axis: Second numeric metric
• Usage: Plots individual data points
• Example: Price vs Sales Volume, Age vs Income

Table View

Best For: Detailed data, precise values, multiple columns

• Display: Row and column format
• Features: Sortable, paginated
• Aggregations: Sum, Average, Count, Min, Max
• Example: Product List with Metrics, Customer Details

Frequently Asked Questions

General

What file formats are supported?

Currently, only CSV files are supported. Your CSV should have headers in the first row and no duplicate column names.

Is my data secure?

Yes. All data is encrypted in transit (TLS/SSL) and at rest (AES-256). We use enterprise-grade security and never sell or share your data. Your information stays yours.

Can I work offline?

The app caches recent data for offline viewing. Full functionality requires internet connection, but you can view cached dashboards offline. Sync happens automatically when you reconnect.

How do I delete my data?

Go to Settings → Account → Delete Account. This permanently removes all your data including datasets, dashboards, and account information.

Data & Dashboards

What is the maximum file size?

AnywhereBI supports large CSV files with efficient data processing and visualization capabilities.

Can I edit uploaded data?

You cannot edit individual cells, but you can apply transformations like filters, sorting, grouping, and calculated columns. These transformations are non-destructive and can be modified or removed.

How many dashboards can I create?

Dashboard limits vary by account tier. Check Settings → Account to see your current usage and limits.

Can I share dashboards?

Yes. Open any dashboard, tap the three-dot menu, and select Export. Choose PDF format to share via email, messages, or any sharing method your device supports.

AI Features

What AI models power AnywhereBI?

We use advanced language models including Claude and GPT for natural language understanding, insight generation, and dashboard creation.

How accurate is AI analysis?

AI provides insights based on statistical analysis and pattern recognition. Always review AI-generated insights and validate important findings. AI includes confidence scores and notes any limitations or assumptions.

Can AI create any type of dashboard?

AI works best when you provide clear descriptions of what you want to analyze. It considers your data structure, types, and patterns to select appropriate visualizations. More specific descriptions yield better results.

What if AI does not understand my question?

Try rephrasing your question with more context. Be specific about metrics, time periods, or categories. If you are asking about a specific dataset, make sure it is selected as context before asking.

Charts & Visualization

Why can I not select certain columns?

Some chart types require specific data types. For example, bar charts need categorical data for X-axis and numeric data for Y-axis. Check column data types in the dataset view.

How do I change chart colors?

Edit any chart, go to the Style tab, and select from 8 preset colors: Blue, Green, Orange, Pink, Cyan, Purple, Red, or Light Green.

Can I reorder charts?

Yes. Open dashboard, enable edit mode, then use the up and down arrows next to each chart to reorder them.

Why is my chart empty?

Check that: (1) Your dataset has data, (2) Selected columns exist and have values, (3) Aggregation type is appropriate, (4) No filters are excluding all data.

Performance

Why is my dashboard loading slowly?

Large datasets or complex aggregations may take longer. Try: (1) Filtering data to reduce rows, (2) Using server-side aggregation, (3) Checking your internet connection.

How is data stored?

Data is stored in Supabase PostgreSQL database with local SQLite caching for offline access. Charts cache aggregated results for 5 minutes to improve performance.

Troubleshooting

My CSV upload failed. What should I do?

Ensure: (1) File is valid CSV format, (2) First row contains headers, (3) No duplicate column names, (4) File size is under limits, (5) You have internet connection.

Charts show wrong data after transformation

Transformations create a processing pipeline. Check transformation steps in your dataset. You may need to refresh charts or verify column mappings are still valid.

I can not see my uploaded dataset

Try: (1) Pull down to refresh Data screen, (2) Check internet connection, (3) Verify upload completed successfully, (4) Check if dataset was archived.