Skip to end of metadata
Go to start of metadata

Welcome to Neebo!  The Getting Started pages provide a basic overview of the tool workflow, explain important tool concepts, describe the interface elements, and define product terminology. 

First time using Neebo? 

Neebo is a virtualized analytics hub that enables you to access all your data from disparate data sources, discover, explore and customize data collaboratively, and instantly publish results to the business intelligence tools you are accustomed to using. Neebo is designed to support and simplify your daily analytic activities, so that you can efficiently organize and manage your analytical assets (and spend less time doing it!), and focus more on knowledge sharing and extracting information from data to provide business insights quickly. 

Neebo opens to the home page, where you get everything you need at your fingertips - find any type of asset you want to work with, see your team's recent activities, or return to your work in progress from the Recently Used section. Of course, on your very first log in you won’t yet have any history! You can return to the home page at any time by clicking the Neebo product icon in the header bar.

We provide few different ways to help you get started - we want you to learn in the way that works best for you. And if you have a question that isn't addressed in the user help, feel you may be experiencing an issue with the product, or simply want to share a suggestion, you can always click on the Help button on the left edge of all Neebo pages and choose the Contact Us option to send an email directly to Neebo Customer Support - we want to hear from you!

Marketing campaign use case example

Do you like to learn by example? The Marketing Campaign Use Case Example demonstrates how Neebo connects to and integrates data from many different sources and lets you enrich, filter, and personalize data.  When you click on it in the Discover section of the home page, Neebo performs the necessary data connections and file uploads so the sample opens ready to use. A guided walk through is available to show you how the data was manipulated, with prompts so you can follow along or explore on your own. Notifications corresponding to the activities automatically performed while setting up the example will appear in your Activities panel. 

Let's get started

There are two important things you must know about Neebo in order begin using it!

In order to view or modify data, you must have a Workspace.  Once you have a Workspace to work in, you must create an editable reference to your data source called a dataset. The Let's Get Started option is simply a shortcut for creating a new Workspace.

Want to understand the entire tool?

Keep reading "Getting Started with Neebo".  You can open this quick overview at any time from the Help button by choosing Getting Started, which also gives you access to the full online user guide.

Key tool concepts


Neebo virtualization lets you access data from source systems without creating a copy of that data within the product. When you connect to or add data, Neebo creates a virtual version of that source called a data source, which is not editable.


When you connect to a data source, Neebo inspects the source structure and includes all discovered data assets or table so they are available within Neebo. Although you specify a given table when connecting, introspection means all tables from the database are referenced in Neebo's virtualized data collection.


Workspace is an asset used to add, track, and share data related to a given project. You can share access to a Workspace with other Neebo users, add comments, add tags, and manipulate datasets in the related Workbench. The central Flow area provides a visual representation of the relationship between data sources and datasets. The same Flow area showing your data lineage and provenance is visible in the Workbench. 

Data source and datasets

A data source in Neebo cannot be edited. You must create and name a reference, called a dataset, which allows for data customization. A dataset can reference another dataset as well as a data source, and you can have multiple entirely independent datasets from any given data source or from another dataset. 

In the Flow area, data source icons depict the connection type (S3, Snowflake, etc.) with a specific graphic for each. Arrows indicate the connections between data sources and datasets.


The Workbench is the Neebo editor. It is where you view the contents of data tables, see data metrics, and access the toolset of analytical operations that can be applied to the data. Once you enrich, filter, transform or otherwise modify data, you can also launch business intelligence or data analysis tools like Tableau, Looker, or Jupyter by clicking the relevant External Tool button. Use the breadcrumb path in the header bar to navigate back to the Workspace.

Home page

The home page is your search and notification center. It provides several different levels of detail and ways to view information about what is happening in Neebo. The navigation panel to the left lets you list all Neebo assets by type.

The Recently Used section shows the last three assets you have accessed and can be filtered by asset type (Workspace, document, dataset, apps, etc.). A more detailed view of recent actions is available from the Activities panel. 

+ Add New

The  button lets you quickly add a new asset - Workspace, dataset, document, or app - to Neebo. Select "dataset" to create a connection to a data source (Snowflake, Datameer, S3, etc.) or upload files.

Find tool

Use the find tool on the home page to discover anything in Neebo - assets, people, etc.. The Neebo finder searches every string occurrence in each of these asset types, including the title, description, tags, owner, and column names for datasets; and the first 10,000 characters of documents. You can also search by file extension type (.pdf, .txt, etc.). Make sure to press Enter once you have typed in your criteria.

Navigation panel

Navigation panel

This list on the left panel of the home page navigates to a search result subpage for each asset type. From the asset subpage you can use the find tool to enter additional criteria. Use the back arrow in the search tool or click Home in the navigation panel to return to the home page.  

Recently Used

This section shows a condensed view of your recently used assets, with shortcut links. Use the filters at the top of the section to  display just recently used Workspaces, datasets, documents or apps. You can click on an asset name in its card to navigate to the details page for that asset.

Recently used dataset cards also have a context menu  that lets you add that dataset to an existing Workspace or create a new Workspace to which the dataset will be added. Similarly, the context menu for recently used documents gives the options to add the file to a Workspace, view its details, or to download it.


Click the button in the header bar to open a collapsible Activities panel listing actions taken on the assets you own, collaborate on, or follow. Activities links make it easy to navigate to the corresponding assets. The most recent activity is found at the top; older items are pushed to the bottom. Use the header bar button  to close the Activities panel. The Activities panel may also includes occasional system-wide announcements. 

Working in Neebo

Neebo gives you simple steps for accessing your data and other analytical assets, organizing them in collaborative Workspaces, and using built-in operations to personalize your data. Once you're done you can open the results in your favorite BI tool for further processing, visualization, or publication.

You must have a Workspace in which to add assets, it is your project dashboard. Once you create editable datasets in a Workspace, use can use the Workbench to perform operations on your data. From the Workbench you can open a live link to an external tool. 

Start with a Workspace

You may want to start by creating a Workspace to host your analytical assets and share them with your team. To create a new Workspace from the home page, click the  button on the home page and choose "Workspace". Once the Workspace is created, follow the prompts to add assets (detailed help available at Add to Workspace). To return to an existing Workspace, search for it in the asset finder on the home page, use the breadcrumb path in the header bar, use a link in a Recently Used card, or use a link in an Activities card. 

Start with data

You also can start with adding your assets directly into Neebo. To connect to a new data source, click the  button and choose "datasets". Select the desired type of data source in the "Add New" dialog and provide connection details. Note that you must use the correct credentials to authenticate against the remote data source. Neebo defers to credential requirements established at the data source, so users who are invited to collaborate on assets in Neebo will also be asked for proper authentication - credentials cannot be inherited or shared.

Once a dataset is added to Neebo, right-click on the context menu icon on its card in Activities or Recently Used and choose "Add to Workspace". The menu that opens will list all existing Workspaces to which you have access. You can choose as many Workspaces as you like to add the data to, or you can click the button to create and name a new Workspace.

Details page

Data asset have a details page that shows key attributes such as the name, description, owner, Workspace and source type, when created and last modified, frequent users, etc. Details for Workspaces include other relevant information such as tags or comments.

Caching data

The dataset details page also shows the cache status of the data in question. The cache option creates a copy of your dataset inside your organization's Neebo. By default datasets are not cached so the status under Cache will read "DISABLED". Click on the "DISABLED" status to enable caching - this will set the status to "AVAILABLE". Click on the "AVAILABLE" status to turn caching off again. You can use the cached data for as long as you like. To refresh the cached copy, just turn caching off and on again and Neebo will get a fresh copy of the dataset from your external data system.

Combine and enrich data

From the Workbench you can select individual datasets and view the profiled data with column names, sample rows of data, and column metrics, and personalize your data by applying any number of analytical operations. Click on the plus sign in the right panel to open the menu of operations. Select the desired operation, then enter the necessary parameters. Operations that have been applied are tracked in the operations stack below the  button, from most to least recent.

Collaborate on data

Neebo makes sharing work with your colleagues effortless. When you make someone a collaborator on a Workspace, they are effectively another owner. A collaborator can add or remove datasets, manipulate data, add comments and descriptions, etc. Collaborators and owners share activity notifications as well.  However, users invited to collaborate are required to authenticate against used data sources in order to access data, they cannot piggyback on another users credentials. 

There is also the option for you to "follow" someone else's asset, even if you are not a collaborator. When you follow an asset, your Activities panel will include updates related to that asset.

Visualize and publish data

Once you're satisfied with the result dataset, you may want to visualize it using your favorite business intelligence or data analysis tool.  Simply click one of the business intelligence buttons from the Workbench to make a dataset available in an external tool.

Neebo supplies launches the external tool and supplies dataset metadata that enables it to establish a connection to Neebo, which is then used to query the dataset and display results. This is another important aspect of Neebo’s virtual analytic hub capabilities - the connection between Neebo and external tools is live. This means that if you make changes or additions to your dataset in Neebo, return to the external tool and perform a refresh - the modified data is queried, updated, and displayed! 

  • No labels