Resources
Reading paths, free tools, and practice data for the work we do most: Snowflake setup and cost, Sigma builds and migrations, and ecommerce numbers that agree.
Guides by topic
Each topic puts our articles in the order you would need them, with a note on when each one helps.
11 articlesSnowflake guidesPractical Snowflake guides for account setup, connecting Excel, Claude, and ChatGPT, controlling credit spend, and choosing a warehouse for ecommerce data.Browse the guides 
23 articlesSigma guidesSigma formula cheat sheets for Excel, Tableau, and DAX users, workbook how-tos, and a step-by-step path for planning, validating, and cutting over a migration to Sigma.Browse the guides 
21 articlesEcommerce reporting guidesGuides for ecommerce brands joining Shopify, Amazon, TikTok Shop, and marketing data: getting sources into a warehouse, making revenue and margin agree, and choosing metrics.Browse the guides Free tools
They run in your browser. Nothing you enter is sent anywhere. For a Sigma retention dashboard, a revenue goal calculator, and a barcode scanner, see the demos.
QuizEcommerce analytics setup quizEight questions about channels, revenue, team, and budget. Get a recommended path, from Shopify reports to a packaged tool or a warehouse build, with the reasons.Open the tool QuizBI tool quizEight questions about your warehouse, report builders, and budget. Get a recommendation among Sigma, Power BI, Tableau, Looker, Metabase, Hex, and Omni.Open the tool MigrationTableau to Sigma migration assessmentDescribe your Tableau estate and get a readout: size, what needs rebuilding, a pilot pick, and a phase plan.Open the tool MigrationPower BI to Sigma migration assessmentDescribe your Power BI estate and get a readout: size, what needs rebuilding, a pilot pick, and a phase plan.Open the tool MigrationTableau to Sigma formula translatorPaste a calculated field and get the Sigma formula, with a plan for LOD expressions and table calculations.Open the tool MigrationDAX to Sigma formula translatorPaste a Power BI measure and get the Sigma formula, with a plan for CALCULATE and time intelligence.Open the tool CalculatorRetention value calculatorSee what a better 90-day repeat rate is worth in revenue and gross profit, and what each point is worth.Open the tool CalculatorReporting time calculatorEstimate the hours and cost of building and reconciling reports by hand, and how long automating them would take to pay back.Open the tool ChecklistSigma migration readiness checkSixteen questions across scope, data, acceptance, and rollout. See which gaps to close before asking anyone for a migration estimate.Open the tool
Comparisons
Side-by-side pages with a source link for every claim, including where the other option is the better choice.
- Sigma vs other BI tools (6 pages)
- Custom warehouse vs packaged ecommerce reporting (17 pages)
Downloads
Worksheets and sample data used in the guides.
- Sigma migration assessment checklistMarkdown worksheet
- Sigma formula practice dataCSV, used in the Excel and Tableau cheat sheets
- DAX to Sigma practice dataCSV, used in the DAX cheat sheet
- Formula validation checklistCSV of checks to run after a rebuild
- Migration validation sampleOrders, expected results, and acceptance cases
Prefer to see finished work?
Case studies describe the problem, what we built, and the stack we used.