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Pyramid Analytics Decision Intelligence Platform Cheat Sheet

Pyramid Analytics Decision Intelligence Platform Cheat Sheet

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Updated 2026-05-23
Next Topic: QlikSense Cheat Sheet

Pyramid Analytics is an enterprise-grade Decision Intelligence Platform that unifies data preparation, business analytics, and data science in a single, browser-based environment β€” eliminating the need to stitch together separate tools for modeling, visualization, and distribution. Acquired by ServiceNow in March 2026, the platform is positioned as a governance-first alternative to fragmented BI stacks, powering everything from ad hoc exploration to pixel-perfect report bursting and embedded analytics at scale. The key mental model for Pyramid is that every module β€” Discover, Present, Illustrate, Publish, Model, Formulate, and the data science workbench β€” shares a single governed semantic layer and content management system, so calculations and data access rules defined once propagate everywhere automatically.

What This Cheat Sheet Covers

This topic spans 17 focused tables and 135 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: Core Platform Modules OverviewTable 2: Discover Module β€” Ad Hoc Analytics FeaturesTable 3: Present Module β€” Dashboard Building FeaturesTable 4: Illustrate Module β€” Data-Driven InfographicsTable 5: Publish Module β€” Pixel-Perfect Report DistributionTable 6: Model Module β€” In-Platform Data ModelingTable 7: Formulate Module β€” Business Logic and CalculationsTable 8: PYRANA Direct Query EngineTable 9: PQL β€” Pyramid Query LanguageTable 10: Data Science WorkbenchTable 11: Governance and Content ManagementTable 12: User Roles and License TypesTable 13: Embedded AnalyticsTable 14: Deployment Options and ArchitectureTable 15: AI and Augmented Analytics FeaturesTable 16: Pyramid vs. Power BI vs. Tableau β€” Key DistinctionsTable 17: Pyramid 2025 Newton β€” Key New Features

Table 1: Core Platform Modules Overview

Every Pyramid module is a named application accessed from a unified toolbox; understanding what each module does and who it targets is the first step to working effectively with the platform.

ModuleExampleDescription
Discover
Drag Revenue + Region into drop zones β†’ bar chart auto-builds
β€’ The primary ad hoc analytics and reporting module
β€’ Pro users build visualizations, apply filters, add quick calculations, and create content for dashboards and publications
Present
Drag Discover visuals onto a canvas β†’ add slicers β†’ publish as live dashboard
β€’ Dashboard builder for assembling interactive, live presentations from Discover content
β€’ end users interact in real time via point-and-click without re-querying
Illustrate
Dollar-sign SVG changes color green/red based on net-margin measure
β€’ Data-driven infographic creator
β€’ binds image properties (color, size, rotation, visibility) to query values, producing visuals that auto-update with data
Publish
Schedule PDF burst: one template β†’ 500 region-specific reports emailed nightly
β€’ Pixel-perfect static report and document publisher
β€’ outputs PDF, Excel, Word, PowerPoint, and inline-email formats, with scheduled auto-distribution to thousands of recipients

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