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Create your first project in Lightdash

In Lightdash, everything you need for BI is written as code in your dbt project. You use dbt to transform all of the data from your data warehouse, then you use Lightdash to explore it.

But, before you hook up your dbt project to Lightdash, we need to make sure we have Tables to explore. In this setup guide, we'll walk you through the steps of installing + using the Lightdash CLI and creating the first Tables in your project.

tip

New to dbt? If you haven't used dbt before, follow dbt's getting started guide before proceeding with setting up Lightdash.

What are Tables?โ€‹

Tables are the starting point to any data exploration in Lightdash - they're the data in Lightdash that you can query. The beauty of Lightdash is that we're pretty well synced with your dbt project. So, in Lightdash, Tables actually come from dbt models that have been defined in your dbt project's .yml files.

If your dbt model has been defined in a .yml file, it will appear in Lightdash as a Table.

tip

Not sure what a .yml file is? Make sure to check out dbt's docs to learn more about building .yml files for your dbt project.

Here's an example of our Community stats daily model we've defined in dbt. In Lightdash, we can see it in our list of available Tables to explore.

Now that we know what tables are, let's add some and create our first project!


Step 1: Install the Lightdash CLI toolโ€‹

The Lightdash CLI is the recommended way to develop your dbt + Lightdash project. It makes development faster and easier, as well as giving you options for building more powerful automation to manage your Lightdash instance.

Before installing Lightdash CLI, you need to have NodeJS/NPM installed on your machine. To check that, run the following command in your terminal:

node -v; npm -v;
# it should print something like:
# v16.17.0
# 8.15.0
Don't have NodeJS/NPM installed in your system?

We recommend installing NodeJS/NPM using NVM (Node Version Manager) which works for POSIX-compliant shells (sh, dash, ksh, zsh, bash on these platforms: unix, macOS, and windows WSL)

Open your terminal and run the command below to install NVM (Node Version Manager) to your system.

curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.2/install.sh | bash
# or
wget -qO- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.2/install.sh | bash

Restart terminal and install NodeJS by running

nvm install --lts

Check that NodeJS is installed by running

node -v

Running the command above should output something like v16.18.0 which means you've succesfully installed NodeJS/NPM ๐ŸŽ‰


Alternatively, you can install NodeJS/NPM via your preferred package manager.

Run the following on your terminal to install the Lightdash CLI.

npm install -g @lightdash/cli
info

If you get an npm ERR! code EACCES error while installing the Lightdash CLI, follow this guide to resolve it.


Step 2: Login to the CLIโ€‹

We've automatically generated a personal access token that you can use to login to the CLI, so you just need to copy-paste that command in your Terminal.

It's Step 2. and should look something like this:

lightdash login https://app.lightdash.cloud --token my-super-secret-token

If you want to login using another method, then you can check out our authentication methods here.


Step 3: Add Tablesโ€‹

info

If you're using dbt Cloud, you'll need to clone your repo to your local machine before completing the next steps.

To get our dbt project Lightdash-ready, we need to define all of the columns in our dbt models that we want to explore in Lightdash. We've made this really easy to do using our CLI tool and the command:

lightdash dbt run

This will generate Tables and dimensions for your entire dbt project. It will document all of the columns in your models and these are what we explore in Lightdash as Dimensions.

For example, if we have a projects.yml file, we'd have a Table called Projects and it would have the dimensions: Dashboards created num total and Days since project created.

Error: Not a dbt project (or any of the parent directories). Missing dbt_project.yml file
Make sure that you're in your dbt project folder before you try doing `lightdash dbt run`! Otherwise, you'll run into this error.

If you only want to generate Tables and dimensions for some of the models in your dbt project, check this outโ€‹

Generate Tables and dimensions for some of the models in my dbt project:
There may be a specific set of models that you want to start out with as Tables in Lightdash. If this is the case, we recommend [using dbt's `tags`](https://docs.getdbt.com/reference/resource-configs/tags) to tag these models. You can use sets of existing tags, or you can create a new Lightdash-specific tag. Something like this:
{{
config(
materialized='table',
tags=['lightdash']
)
}}

The lightdash dbt run command supports dbt model selection syntax to generate .yml files for a group of models. This means you can use tags or other model selection syntax to specify which models you want to generate dimensions for in your dbt project.

lightdash dbt run -s tag:lightdash # all models with the lightdash tag
lightdash dbt run -s payments # just payments
lightdash dbt run -s payments+ # payments and all children
lightdash dbt run -s +payments # payments and all parents
lightdash dbt run -s payments+ +customers tag:lightdash # mix and match

Step 4: Create your projectโ€‹

Now, your dbt project is Lightdash-ready! Just run this command and follow the link to start exploring your data:

lightdash deploy --create

Next steps: Update your project connection settingsโ€‹

We create your first project using your local dbt profiles.yml file. So, you might want to update your connection settings to:

  1. Set up a service account for Lightdash to run on (instead of using your personal connection details)
  2. Connect Lightdash to your version controlled dbt project so changes are automatically synced.

Check out details on updating your connection settings here.