---
title: "Walkthrough: Create your first analysis"
slug: "walkthrough-create-your-first-analysis"
updated: 2026-08-13T15:29:37Z
published: 2026-08-13T15:29:37Z
canonical: "support.tulip.co/walkthrough-create-your-first-analysis"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.tulip.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Walkthrough: Create your first analysis

**In this walkthrough, you will:**

- **Create a simple analysis from table data**
- **Target specific data by applying sorting and filters**

An Analysis is a visualization of data stored in Tulip. Analyses automatically update to reflect recent data.

In this walkthrough, you’ll learn the basics of analyses by creating one in the Analytics Editor.

In order to follow this walkthrough, you must first complete the exercises in [Build Your First Table](/r230/docs/walkthrough-build-your-first-table).

At the end of the exercise, you will have an analysis that looks like this: ![ex first analysis final](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20final.png)

## Exercise: Chart quantities by product

In this exercise, we are going to create a bar chart analysis that shows the sum of quantity for each type of product. We want to see the disparity of units produced between each type of product (bicycle frame, drivetrain, wheel).

### Select Work Orders table for new analysis

1. Select the **Dashboards** tab in the top navigation bar. Click **Create Analysis**.
2. Click the **Table** tab and select the **Work Orders** table.  

![ex first analysis select table](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20select%20table.gif)

### Configure analysis data

1. Click the **Display** dropdown and select **Bar**. ![ex first analysis select display bar](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20select%20display%20bar.png)
2. Click the **Date Range** tab. In the dropdown, select **All time**. ![ex first analysis date range](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20date%20range.png)
3. Click the **Operations** tab and then **Add a new operation**.
4. Select **Aggregation functions → Sum**.
5. Click **<Select a variable or function>**. Select **Table Field → Work Orders Quantity**.

![ex first analysis select operation SUM](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20select%20operation%20SUM.gif)

The operation determines the data you want to see. In this case, we want to see the sum of product quantities.

1. Click the **Groupings** tab and then **Add a grouping**.
2. Select **Table Fields** → **Work Orders Product**.  

![ex first analysis select grouping PRODUCT](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20select%20grouping%20PRODUCT.png)

The grouping determines how you want to organize the data. In this case, we want to group the data by each product.

1. In the **Visualization panel**, add the following fields for each axis:

- X Axis - **Product**
- Y Axis - **Quantity**  

![ex first analysis visualization panel fields](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20visualization%20panel%20fields.gif)

1. Name your analysis so you can easily identify its purpose, such as “Sum of Quantity by Products”.  

![ex first analysis name analysis](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20name%20analysis.png)

### Filter data by status

To narrow down the data, let’s filter the data to only include completed work orders.

1. Click the **Filters** tab and then **Add a new filter**.
2. Select **Function** → **Contains**.
3. For the field, select **Work Orders Status**.

In the **String Value** box, type “Complete”. ![ex first analysis STATUS filter](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/ex%20first%20analysis%20STATUS%20filter.png)

Now you have a bar chart that shows the sum of units for all completed work orders per each product type.

## Next Steps

Learn about what you can achieve with analyses:

- [Intro: Data visualization with dashboards](/r230/docs/data-visualization-with-dashboards)
- [Drive continuous improvement with insights](/r230/docs/drive-continuous-improvement-with-insights)
- [Dashboard development University course](https://university.tulip.co/learn/courses/35/tulip-for-dashboard-builders)

---

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You can head over to [community.tulip.co](https://community.tulip.co) to post your question or see if others have faced a similar question!

**Analysis**

An **analysis** is a live updating combination of a data query and a visualisation. It allows to show metrics based on app completion data, Tulip Table data, or machine data. Analyses can be embedded and dynamically filtered within apps, placed on dashboards and shared via a direct link

Example - Bar chart

![](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/image-1662410531382.png)

**Analytic**

**Analytics** are live updating graphs and metrics calculated based on app data, Table data, and machine data. Analytics can be embedded and dynamically filtered within an application.

![](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/image-1662410531382.png)