Tom S

In This Article: Support channels, self-serve help center resources, FAQs for every Compass tab, real-world finance workflow guidance, the Marketplace, and what's coming to Compass as the platform ...

In This Article: What makes an effective prompt, the four-element prompt anatomy with finance-specific examples, how to use the Prompt Library, and how to create, configure, apply, and manage Perso...

In This Article: The hands-on guide to day-to-day Lakehouse operations — uploading files, understanding upload and sync states, creating and organizing folders, using right-click context menu...

In This Article: How to submit a request to your Compass analyst team — including filling out the request form, assigning a responsible party, specifying a target folder, and tracking progress thro...

In This Article: How to create a new dashboard, use the Metrics panel to filter and drag charts onto the canvas, arrange and resize your layout, switch between Dark and Light themes, save your work...

In This Article: A section-by-section guide to the My Compass homepage — including the Business Spotlight dashboard, Report Updates feed, Services for You carousel, the right-hand panel, and how to...

In This Article: A reference guide to the configuration options available within Smith — including the Settings panel (Creativity, Memory, and Multi-Model toggles), the My Lakehouse ...

In This Article: How to find, organize, and act on your dashboards from the Dashboards landing page — including using filters and card options — plus how to annotate charts and export your work for...

In This Article: How Smith consumption is measured inside your Compass package, the four prompt complexity tiers, what drives credit draw, how to choose between the three included models, and the h...

In This Article: How Power BI dashboards built by your Compass team appear directly in the Compass Dashboards tab — what's available now, what's coming soon, and how to view, share, export, and ann...