Welcome To Incorta Best Practices

This collection of topics and posts is meant to convey best practices to our Incorta customers.  It is an ever-changing work-in-progress.  A variety of topics will be covered here ranging from schema design, security, and environment setup to content creation.  The Incorta Customer Solutions team aims to keep this information relevant and updated with each release so be sure to check back often for updated or new content.





  • Set up the IncortaMetadata Analytics dashboards.  Check out this community post to learn how.

  • Content creation and organization.  When building out dashboards for your organization there are numerous best practices to keep in mind.  Topics like folder structure, folder sharing, user and group setup should all be understood and considered.  Review this section from the docs.incorta.com site for more information around these best practices.

  • Integrating with Tableau or Power BI -- If you're planning to put PowerBI or Tableau "in front" of Incorta with direct query in order to realize the mind-boggling performance of the platform, be sure to reference these PowerBI and Tableau best practices first.

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Product Announcement

A new community experience is coming! If you would like to have beta access to provide feedback, please contact us at community@incorta.com.