Get help with Ridge.

Watch short tutorials, find answers to common questions, or report an issue.

Watch a short tutorial: 

Build a Ridge

How to build a dashboard in Ridge. Covers

  • Connecting to data
  • Using the Build Agent
  • Setting context
  • Previewing with Explore

3:30

Transform Data

Covers using the Transform Agent for

  • Casting
  • Filtering
  • Null handling
  • Other operations

0:40

Embed a Ridge

Covers embedding via: 

  • iFrame embed
  • Server embed (supports partitioning)

0:51

Frequently asked questions

General

How does Ridge work?

At the highest level, you connect to a data set, build a Ridge, Explore it, then embed it in your product or on the web for your users to explore.

You don't need to know a lot about how to work with data. You only need to know what business questions you want to ask.

Ridge's agents help you at each step: 

  • The Build Agent walks you through the process of creating and editing a dashboard.
  • The Data Agent is available alongside every dashboard, including embedded dashboards, so people can ask any data question in natural language. The Data Agent translates that question to SQL, checks the SQL, executes that SQL locally in the user's browser, and plots the result.
  • The Transform Agent supports light data preparation, like casting and null handling, if needed. Most data preparation should happen outside of Ridge, but the Transform agent is there if you need it.
Ridge Data Connections manage authentication.

Why not just build it ourselves?

While LLMs will build you a dashboard, they might not build one that answers your question. And if they do, you next have to worry about:

  • Visual best practice: will your customers understand it?
  • Storytelling: will you be able to tell the story of your product effectively? If everyone builds their own dashboard, do they have a shared understanding of the value?
  • A reliable AI Data Agent: how do you build evals and guardrails, and monitor to make sure it's operating correctly?

And should you get all of that right, you next need to think about deployment:

  • How do you embed it in your site?
  • How do you make sure every customer sees only their own data?
  • How do you keep the data refreshing?
  • How do you update it when needed?
  • How do you make it performant?

If you're worrying about all of that, you're likely not spending enough time on your core product. The opportunity cost of taking on all these problems at once is lost time and focus.

Ridge Data Connections manage authentication.

Ridges

What's a Ridge?

A Ridge is a data experience consisting of one dashboard and a paired Data Agent that work together for a single use case (such as sales or usage data). A Ridge is backed by a single Dataset.

The paired structure of the Ridge combines two distinct functions: The Dashboard provides visual sense-making, giving users a high-level understanding of the data's shape and key metrics. The Data Agent acts as a natural language exploration tool, allowing users to ask free-form follow-up questions and solve the long tail of specific queries that aren't explicitly visualized on the dashboard. Linked interactivity means that either can respond to filters or selections in the other, extending the exploratory power of both the dashboard and Data Agent.

By bundling these two elements into a single instance, businesses can quickly give their customers both structured insights and the freedom to independently explore data. This also solves the dashboard proliferation problem of traditional BI tools, where a new dashboard must be built to answer every single customer request.

In addition, by constraining the Data Agent to only the dataset backing that specific dashboard, the quality of results is better because it's more focused. You can be sure that the data the customer sees is correct and relevant, rather than exposing all your data.

Ridge Data Connections manage authentication.

How do I build a Ridge?

To build a Ridge, click "Add Ridge" on the Home screen or Ridges page. The Build Agent will walk you through the process of building. See the help video above for a detailed walkthrough.

If you want custom theming, set that before you begin in "Theme" on the left hand nav.

Ridge Data Connections manage authentication.

What if I don't like the dashboard I get?

If you have the Editor role, you can edit your dashboard or regenerate a new one: 

  • As a first step, look at your data. If it seems like it needs work, you can try transforming it in the Transform Agent.
  • In the Build Agent, make sure your Goal, Metrics and Questions are correct. Ridge uses these as foundational elements to build a Ridge. Changing them will regenerate the Ridge and give you a new starting point.
  • If the dashboard is mostly but not all the way correct, you can edit it to get it all the way there using the Build Agent.
Ridge Data Connections manage authentication.

Data

How do I refresh data?

Set the refresh schedule in the Dataset.

Refresh is available for Datasets with Data Connections only, not uploads.

Ridge Data Connections manage authentication.

How do I partition data for each customer?

Set the partition field in the Dataset.

Keep in mind: 

  • Partitioning is available for Datasets with Data Connections only, not uploads.
  • You must use server-side embedding for a partitioned dataset.
  • Ridge uses JSON Web Tokens (JWT) to authenticate your users as they navigate to the Ridge on your site. Your end users do not to log in again-- the experience is seamless for them.
Ridge Data Connections manage authentication.

What Data Connections does Ridge support?

Ridge supports enterprise data sources including:

  • Databricks
  • Snowflake
  • Google BigQuery
  • S3
  • R2
  • Apache Iceberg
Ridge Data Connections manage authentication.

What's the difference between a Dataset and Data Connection?

They are related:

  • A Dataset backs a Ridge. A Dataset can be generated from a Data Connection or file upload.
  • A Data Connection is a connection to a live data source such as Snowflake or Databricks.

Only Datasets that come from Data Connections (not files) can be refreshed or partitioned.

Ridge Data Connections manage authentication.

Why doesn't Ridge help with data engineering, joins, and things like that?

Ridge is designed to sit on top of your existing data stack, not replace it. We think your data semantics are better centralized across your data stack, rather than locked up in dashboards. This is a major philosophical change from the last generation of tools.

Ridge is a pluggable, interoperable data presentation layer. We're focused on improving the human-data interface. By specializing in data presentation, we can do it better than if we tried to do everything.

Ridge Data Connections manage authentication.

Embedding

What's the flow when a user visits your site?

When you embed a Ridge in your site, the flow for end users looks like this:

  • Users visit your site. Your app authenticates them.
  • When they navigate to a page with an embedded Ridge, your server issues a JWT / signed token to our webapp to authorize them.
  • The Ridge itself is whitelabeled — it looks and feels like your site, and users don't have to log in again.
  • Our webapp sends the data needed for the dashboard and dashboard specification directly to the user's browser. Each user sees data only for their own organization.
  • When a user asks a question of the Data Agent, the Ridge manages the request to the AI providers. The AI provider returns SQL, which Ridge checks for accuracy then executes locally on your user's machine. All AI-generated queries are executed within the same permission and dataset boundaries of the Ridge itself.
  • The user sees fresh data, refreshed on a schedule you define. Because compute happens in the browser, data warehouse compute is significantly lower than with server-centric BI tools.
Ridge Data Connections manage authentication.

How do I apply custom colors?

Navigate to "Theme" on the left-hand navigation in the Ridge app. Then either

  • Click into colors one-by-one to set them.
  • Import colors using comma-separated RGB hex values.

Once set, the custom colors will be used in new dashboard builds and Data Agent sessions.

Resetting will reset the palette to the default colors.

Ridge Data Connections manage authentication.

What's the difference between iFrame and server-based embedding?

iFrame embedding is the simplest approach. Just generate an embed token, copy the iFrame link, and put that code in your website code, wherever you want your embedded visualization. Ridge will track the embed tokens for each Ridge so you can reuse or delete them.

Server-based embedding uses JWT for authentication and requires some server-side code. The major advantage of server-based embedding is that it automatically authenticates your end-users when they navigate to an embedded Ridge and therefore allows you to partition data by whatever field you choose (usually account ID or customer ID). This means data stays secure and every end-user sees only their own data.

Both are found in the Ridges

Ridge Data Connections manage authentication.

Contact us

Reporting a security issue? 
Let us know ASAP at security@ridgedata.ai
We typically respond within 1 business day.

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