Field note
Analytics · Category 06
Use a research model when the question is “what happened in the market.” Use Power BI or Tableau when the question is “what happened in our numbers.” Hebbia and AlphaSense are for packets. Julius is for a CSV. Glean is internal search with ACLs — not Perplexity with a company logo.
Do not let an executive paste a chat chart into a board deck and call it FP&A.
Mixing a chat answer with “our numbers” is how executives get a confident wrong chart.
How we read this categoryIf the number is ours, it came from the warehouse. The chat may only cite it.
Cite the source. If the number is ours, it came from the warehouse, not the chat.
