Getting Started
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1.1 Welcome to Compass
In This Article: An overview of what Compass is, how its seven tabs...
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1.2 My Compass Homepage
In This Article: A section-by-section guide to the My Compass homep...
Dashboards
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2.1 Understanding Dashboards
In This Article: What dashboards are in Compass and how they differ...
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2.2 Creating and Building Dashboards
In This Article: How to create a new dashboard, use the Metrics pan...
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2.3 Managing and Sharing Dashboards
In This Article: How to find, organize, and act on your dashboards ...
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2.4 Power BI Dashboards in Compass
In This Article: How Power BI dashboards built by your Compass team...
Tasks & Requests
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3.1 Creating and Managing Tasks
In This Article: When and why to use Tasks in a finance workflow, h...
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3.2 Submitting and Tracking Requests
In This Article: How to submit a request to your Compass analyst te...
Lakehouse
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4.1 Introduction to the Lakehouse
In This Article: An overview of the Lakehouse — Compass's sec...
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4.2 Managing Files in the Lakehouse
In This Article: The hands-on guide to day-to-day Lakehouse o...
Smith AI
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5.1 Getting Started with Smith
In This Article: An orientation to the Smith tab in Compass — what ...
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5.2 Prompts and Personas
In This Article: What makes an effective prompt, the four-element p...
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5.3 Smith Settings and Configuration
In This Article: A reference guide to the configurat...
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5.4 Understanding Smith Usage
In This Article: How Smith consumption is measured inside your Comp...
Settings & Support
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6.1 Account Settings and Security
In This Article: How to manage your Compass profile, update account...
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6.2 Getting Help and Finding Resources
In This Article: Support channels, self-serve help center resources...