PersivX Documentation
A high-performance BI and analytics platform — connect live data, model relationships across it, and build fast, interactive reports.
🔗 Live Data Sources
⚡ Larger-Than-Memory
🤖 AI-Powered Insights
🔒 Row-Level Security
☁️ Cloud or Self-Hosted
Topics
Getting Started
Connecting Data
DatasourceConnect PersivX to where your data already lives
WorkspaceThe in-memory engine behind fast queries
DatabaseConnect a SQL database directly
CSV / Excel / JSON / ParquetUpload a file and use it as a datasource
APIPull data from a REST endpoint on a schedule
Relationship ManagerJoin datasources so they can be reported on together
Object LineageSee how objects in a datasource depend on each other
Building Reports
Creating VisualizationsBuild your first visual and assemble a report
Customizing VisualsAxes, labels, colors, and spacing
FiltersNarrow what a visual shows, and let readers do the same
Query ModeDrive visuals from SQL you write yourself
Calculated FieldsDerive new fields from the ones you already have
Custom AttributesReusable attributes defined once, used anywhere
Working with TablesSorting, grouping, formatting, and summaries
Drilldown & Drill-ThroughGo deeper, or hand off to another report
Trends, Forecasts & OutliersRun models over the data already on a visual
Automations & AI
Explore DataSpreadsheet-grade exploration of any visual's data
Scheduler & Smart AlertsDeliver reports and fire alerts on a schedule
Executive Deep SummariesAgentic AI summaries written across your reports
AI Summaries & Q&AAsk a report a question in plain language
Sharing & Lifecycle
Sharing & AccessWho can open a report, datasource, or folder
FoldersOrganize reports on your home page
Report SettingsProtection, IP allow-lists, and installable apps
Version ControlEvery publish is a versioned snapshot
Release PipelinesApproval stages before production
Export & ImportMove a report between instances as JSON
Administration
Users & LicensesAdd users, assign licenses, control access
User GroupsShare with a team, not one person at a time
Column MaskingMask sensitive values per user or group
Row-Level SecurityRestrict which rows a reader can see at all
Instance ManagementLicense, organizations, and delivery channels
For Developers
What is PersivX?
PersivX is a high-performance business intelligence and analytics platform built for enterprises that need fast, scalable, customizable data visualization and analysis.
It pairs a no-code interface with developer-friendly escape hatches, so both analysts and engineers can build reports, dashboards, and interactive visualizations from the same modelled data — with cross-filtering, query-based analytics, and AI-assisted insight throughout.
At a Glance
| Capability | What it means |
|---|---|
| Seamless Data Connectivity | Direct integrations with DuckDB, MySQL, and other live databases, plus query-based and drag-and-drop exploration over optimized connection pooling. |
| Advanced Visualizations | Multi-level pivot tables with sparklines; sunburst, pie, bar, line, scatter, and KPI visuals; cross-filtering and cross-highlighting; OSMAP geo-spatial layers. |
| AI-Powered Analytics | Forecasting, clustering, and trend detection, AI-generated summaries and actionable insights, and WHAT-IF scenarios over numeric and date variables. |
| Enterprise Performance | Handles datasets larger than available memory, with optimized query execution, caching, and real-time data updates. |
| Deep Exploration | Drill-downs, drill-throughs, and hierarchical views, with custom tooltips, label formatting, and collapsible pivot columns. |
| Security & Access Control | Row-level security, IP and domain-level restrictions, user-group-based access control, and report sharing. |
| Customization | Custom parameters and query expressions for reusable logic, full support for custom JavaScript visuals, and real-time chart configuration updates. |
The Getting Started page covers each of these in more detail.
Why Choose PersivX
- Enterprise-ready — scales to large datasets without falling over
- Performance-driven — optimized for speed and real-time updates
- AI-powered insights — intelligent analytics that support decisions
- Seamless integration — connects to multiple data sources at once
- Secure and flexible — robust access controls plus room to customize
💡 Quick Start
New to PersivX? Read Getting Started for the tour, then Datasource to connect your first source of data, and Creating Visualizations to build something with it.