Prerequisites
Before you begin, ensure you have:- Access to the 5X Platform
- Semantic Layer permissions
- An environment configured in your workspace
Step 1: Navigate to Metric Store
-
Go to Metric Store page
- Navigate to
/metrics-storein your browser - Or click “Metric Store” from the navigation menu
- Navigate to
-
View the interface
- If you have no projects, you’ll see a “Create project” button
- If projects exist, use the project dropdown in the header and select “New project”
Step 2: Create your first project
Project details
Fill in the project creation form: Project name- Choose a unique, descriptive name (max 50 characters)
- Example:
My First Cube Project
- Platform managed (recommended for beginners) - 5X-managed Git repository
- Imported - Connect an existing GitHub repository
- Select your environment from the dropdown
- Choose the environment where your data warehouse is configured
- Always on - Service runs continuously (recommended for production)
- On demand - Service starts when needed
- Scheduled - Time-based scheduling
Add project
Click “Add Project” and wait for project creation:- Repository cloning will begin automatically (if imported)
- Project initialization takes a few seconds
- You’ll be automatically taken to the project workspace
Platform managed repositoriesFor beginners, we recommend starting with Platform Managed repositories. 5X handles all Git repository management, making setup easier and faster.
Step 3: Access Cube Playground
Once your project is created:- Cube Playground loads automatically in the main workspace area
- Wait for heartbeat to reach “RUNNING” status (green indicator)
- Start exploring your cubes and data
- Build queries visually using the query builder
- Write SQL queries directly
- Explore available cubes, measures, and dimensions
- Test queries before deploying
Heartbeat statusThe Cube Playground requires the heartbeat status to be “RUNNING” before it can fully load. If you see a loading state, wait for the green indicator, or check the deployment options if it remains in “PENDING” status.
Step 4: Get API credentials
To connect BI tools or applications to your cubes:- Click “API Credentials” button in the header
- View SQL API credentials:
- Copy the connection string
- Use in BI tools or SQL clients
- Credentials include host, port, database, username, and password
- Switch to REST API tab for REST API credentials:
- Base URL and authentication token
- Use for RESTful API access
Credentials availabilityAPI credentials are only available when:
- A project is selected
- A branch is selected
- Server heartbeat status is “RUNNING”
Step 5: Create your first cube
In the Cube Playground, you can define cubes using YAML or JavaScript. Here’s a simple example:- Measures - Quantitative metrics (counts, sums, averages)
- Dimensions - Attributes for analysis (status, date, category)
- Time dimensions - Special dimensions for time-based analysis
Step 6: Query your data
Using SQL API
Connect a SQL client or BI tool using the SQL API credentials:Using REST API
Use the REST API credentials to query data programmatically:Using Cube Playground
Build queries visually in the Cube Playground:- Select your cube from the sidebar
- Choose measures and dimensions
- Apply filters if needed
- Click “Run” to execute the query
- View results in the query results panel
Common tasks
Switch between projects
- Click the project name in the header
- Select a project from the dropdown
- Wait for the project to load and Cube Playground to refresh
Sync latest changes
- Click “Sync now” button in the header
- Wait for sync to complete
- Changes from your Git repository will be reflected automatically
Work with branches
- Click the branch name in the header
- Select a branch from the dropdown or create a new one
- Each branch has its own cube definitions and can be developed independently
Add BI integration
- Click “BI Integration” button
- Click “New BI Connection”
- Select your BI tool
- Configure connection settings
- Sync to activate the connection
Next steps
Now that you have your first project set up:Project Management
Manage projectsLearn how to create, edit, and manage multiple Cube projects.
Cube Playground
Build cubesMaster the Cube Playground for building and testing cube definitions.
API Credentials
Connect toolsLearn how to use API credentials to connect BI tools and applications.
BI Integration
Sync BI toolsSet up automatic synchronization with your BI tools.
Tips for success
- Start with Platform Managed repositories for easier setup
- Use Always On deployment for production environments
- Protect main branch in project settings for production work
- Sync regularly to keep data up-to-date with repository changes
- Document your cubes with descriptions and examples for team members
- Test queries in Playground before deploying to production