Glossary
This page lists the words you see in Fresco BI and what they mean. The terms use the same names as the app.
Organization and people
Section titled “Organization and people”| Term | What it means | Learn more |
|---|---|---|
| Organization | Your account space. Everything you make lives in one organization, and no data crosses from one organization to another. | Organizations and workspaces |
| My org | Your personal organization. Fresco BI creates it the first time you sign in with a verified e-mail. It is on the Free or Pro plan. | Plans |
| Enterprise organization | A separate organization for a company, on the Enterprise plan. | Plans |
| Owner, Admin, Member | Roles in an organization. There is one Owner. Admins manage members, gateways and settings. Members work in the workspaces they belong to. | Members and roles |
| Workspace | A folder for a team or a project inside an organization. Data sources, Data Tables, data models and reports live in a workspace. | Organizations and workspaces |
| My workspace | The workspace that Fresco BI creates for you together with My org. | Organizations and workspaces |
| Admin, Editor, Viewer (workspace) | Roles inside one workspace. They decide who can change items and who can only view them. | Members and roles |
| Invite | An offer to join an organization. The person joins when they sign in with the invited e-mail. Open invites are listed under Pending invites. | Members and roles |
| Seat | One user on an organization’s license. On Enterprise, 30 users are included. | Billing and usage |
Connecting data
Section titled “Connecting data”| Term | What it means | Learn more |
|---|---|---|
| Data source | A saved connection to where your data lives: a database, a cloud warehouse, Google Sheets, a REST API, files on S3, or an uploaded Excel or CSV file. | Connect data |
| Source type | The kind of data source, for example PostgreSQL, Snowflake or Excel. You pick it in the connector catalog. Some source types need the Enterprise plan. | Connect data |
| Connection type | How Fresco BI reaches a database. Cloud: the database is reachable from the internet. On-premises (via Gateway): the database sits in your private network and a Gateway Agent reads it. | Connect data |
| Test connection | A check that Fresco BI can sign in to the source. It also shows whether the link is encrypted and whether the database account can write. | Connect data |
| SSH tunnel | An option to reach a database through a bastion host. Fresco BI pins the bastion’s host key. | Connect data |
| Gateway | A gateway cluster: one or more Gateway Agents that read databases in your network for Fresco BI. Managed on the Gateways page. | Gateway Agent, Gateways |
| Gateway Agent | A small program you install on a machine in your network (Ubuntu or Windows). It only calls out on port 443. You open no inbound port. | Gateway Agent |
| Member (gateway) | One machine with a Gateway Agent, enrolled into a gateway. Several members give failover. | Gateway Agent |
| Enrollment token | A one-time code that links a new Gateway Agent to a gateway. It is valid for 1 hour. | Gateway Agent |
| Fingerprint | A short code that identifies an agent machine. You compare it before you Approve a member. | Gateway Agent |
| Allow list | The policy.toml file on the agent machine. It lists the networks, ports and source types the agent may reach. |
Gateway Agent |
Data Tables and refresh
Section titled “Data Tables and refresh”| Term | What it means | Learn more |
|---|---|---|
| Data Table | One table loaded from a data source. Each table you load becomes its own Data Table. | Data Tables |
| Import | A mode where Fresco BI keeps a copy of the data. Reports read the copy. A refresh updates it. | Data Tables |
| Realtime | A mode where every query reads the source directly. There is nothing to refresh. Realtime is on the Enterprise plan, and not every source type supports it. | Data Tables |
| Explore | A Data Table built with SQL from other Data Tables (select, join, union). Explore is on the Enterprise plan. | Explore |
| Refresh | Loads new data from the source into Import Data Tables. You start it from a data model. | Refresh |
| Refresh schedule | The days and times a data model refreshes on its own. Your plan sets how often. | Refresh |
| Refresh history | The list of past refreshes, with status, rows, size, duration and any error code. | Refresh |
| Quality report | Checks that run on new data before it replaces the old data, for example a large drop in row count. If a check fails, the previous data is kept. | Refresh |
Data models and measures
Section titled “Data models and measures”| Term | What it means | Learn more |
|---|---|---|
| Data model | Data Tables joined together, with relationships, measures and calculations. Every report is built on one data model. | Data models |
| Relationship | A link between a column in one table and a column in another. It has a cardinality (one-to-one, one-to-many, many-to-many) and a Cross filter direction. | Data models |
| Publish | Makes the current draft of a data model or report the version that others see. Fresco BI checks the draft first and lists what blocks it. | Data models |
| Version history | Earlier saved versions of a data model or report. You can preview and restore them. | Data models |
| Measure | A named formula, such as total sales. It is calculated for each visual, slicer and filter. | Measures |
| Calculated column | A column computed row by row with a formula, added in the data model. | Measures |
| Hierarchy | Columns of one table in a set order, for example Country, City. Visuals can drill down through it. | Data models |
| Date Hierarchy | Year, Quarter, Month and Day levels that Auto date/time adds to each date column. | Data models |
| Date table | A table you mark with Mark as date table. Time intelligence measures use it. | Measures |
| Groups and Bins | Columns that put values into named groups, or numbers into ranges of equal size. | Data models |
| Row-level security | Rules that limit which rows a viewer sees. Viewers in no role see no data. | Row-level security |
| Security role | A named rule set for row-level security, with a filter per table and a list of members. View as shows the data as a role sees it. | Row-level security |
Reports
Section titled “Reports”| Term | What it means | Learn more |
|---|---|---|
| Report | Pages of visuals, slicers and filters on one data model. | Reports |
| Page | One sheet of a report. Pages show as tabs. | Reports |
| Visual | A chart, table, matrix, card, KPI or gauge on a page. | Visuals |
| Visualizations, Data, Filters, Format | The panes of the report editor. Pick a visual, drag fields from the data model, add filters and change the look. | Reports |
| Slicer | A visual that lets people filter the report: a list, a dropdown, tiles or buttons, a range, dates or an input box. Sync slicers links slicers across pages. | Slicers |
| Filter | A condition that limits the data. It applies to one visual, one page or all pages. | Filters |
| Bookmark | A saved view of a page: filters, slicers and which visuals show. Report bookmarks are for everyone. Personal bookmarks are only for you. | Canvas objects |
| Page navigator | A set of buttons that moves between pages. | Canvas objects |
| Theme | The colors and text styles of a report. Pick a built-in theme or import one as JSON. | Format and themes |
| Cross-filter, cross-highlight | Clicking a data point filters or highlights the other visuals on the page. Edit interactions sets this per pair of visuals. | Interactions |
| Drill, Drill through | Drill moves down a hierarchy in a visual. Drill through opens another page filtered to the data point you clicked. | Interactions |
| Draft | Your unsaved changes to a report. Only you see them. Save (Ctrl+S) publishes them for viewers. | Reports |
| Kiosk mode | Shows a report full screen on a TV and rotates pages. An admin allows it in the organization settings. | Viewing reports |
| Auto refresh | Re-runs the visuals of a page with Realtime data at a set interval. Not available yet. | Viewing reports |
| Template | A ready-made report. Use template maps its tables to your Data Tables and creates a report for you. | Templates |
Sharing and embedding
Section titled “Sharing and embedding”| Term | What it means | Learn more |
|---|---|---|
| Share | Gives a person access to a report or a Data Table. | Sharing |
| Read, Build | Share permissions. Read lets a person view. Build also lets them build on the item and export underlying data. Viewers can only get Read. | Sharing |
| Embed | Shows a report inside another website. Public website (iframe) makes it public. Secure embed (app token) keeps it private. | Embed |
| Allow publish to web | The organization setting that turns public embed links on or off. | Embed settings and branding |
| App token | A secret for your server. It creates short-lived embed tokens for the reports of one workspace. Only workspace admins manage app tokens. | App tokens and API keys |
| API key | A personal key for scripts that call the Fresco BI API. A key has your permissions, never more. | App tokens and API keys |
| Export | Downloads the data of a visual (summarized, or underlying with Build) or a picture of the visual. | Export |
Account and administration
Section titled “Account and administration”| Term | What it means | Learn more |
|---|---|---|
| Two-step verification | A second check at sign-in: an authenticator app or a passkey, with recovery codes as a backup. An organization can require it. | Account security |
| SSO | Company single sign-on through your identity provider. It is on the Enterprise plan and is coming soon. | Authentication |
| Trash | Where deleted items wait for 30 days. You can restore them from here. | Trash |
| Activity log | The audit log of the organization: who did what, and when. Only organization admins can view it. | Audit log |
| Plan | Free, Pro or Enterprise. The plan sets limits such as data storage and refresh times. | Plans |
| Pro trial | Pro for free for 1 month, once per person. | Plans |
| My requests | Your requests to Fresco BI, for example an Enterprise request, with their status and answer. | Requests |