Welcome to the cofi.ai Knowledge Base. This site provides quick access to guides, best practices, and reference materials to help your team implement, manage, and scale with confidence. Use it as your resource for building efficiency, reducing capacity loss, and unlocking the full value of cofi.ai.

Getting Started


What is cofi.ai?

Logging In

Navigating cofi.ai

Introduction to Workspaces

Databases


Introduction to Databases

Database Management

Adding Sources to the Database

Managing Database Schemas

Updating and Maintaining

Dimensions


Introduction to Dimensions

Manage Dimensions & Mapping

Using Dimensions for Drill-Down Analysis

Exposing and hiding Dimensions

Best Practices for Creating and Managing Dimensions

Dashboards


Introduction to Dashboards

Chart Types and Visualizations

Creating Dashboards

Adding and Managing Blocks

Applying Filters on Dashboards

Sharing Dashboards

Data Sources


Introduction to Data Sources

Integrating System Connectors

CSV Import Series: Managing Manual Data Uploads in cofi.ai

Introduction to CSV Imports

Uploading a CSV File to cofi.ai

Maintaining and Updating CSV Sources

CSV File Structure and Schema Configuration

Troubleshooting CSV Uploads

Defining Schemas

Data Overview and History

Mapping


Introduction to Mapping in cofi.ai

Understanding and Using Mapping

Creating Mappings in cofi.ai

Which Approach to Choose: Mapping vs. Other Alignment Methods

Mappings for Standardization in cofi.ai

Mapping Best Practices in cofi.ai

Models


Introduction to Models in cofi.ai

Models: Calculate, Structure, and Scenario Plan

Creating a Model

Adding Variables and Formulas in cofi.ai

Applying Dimensions

Drill-Down Analysis

Publishing, Drafts, and Versions

Settings


Workspace Settings in cofi.ai

Workspace Defaults in cofi.ai

Account Settings

Members and Roles

Collaboration & Workflow


Collaboration & Workflow in cofi.ai

Sharing and Permissions

Comments and Comments and Discussions in cofi.ai

Event Tracking and History