Business Intelligence Training Resources

Learning InetSoft's robust BI software is now even easier with a wide range of training materials.
dashboard video tutorials

Two Ways to Learn

InetSoft Detailed Documentation

Explore InetSoft's library of comprehensive documentation, completely searchable and aided by many images throughout.

Style Intelligence
Style Scope
Style Report
All Documentation

InetSoft's Video Training Resources

Learn the fundamentals of using InetSoft's solution in a variety of short, easy to follow training videos..

Prepare Your Data
Create Dashboards

Prepare Your Data

Upload Data

  • Upload data into an embedded table
  • Edit the embedded table
  • Create a New Data Field

  • Create a calculated field at the dashboard level
  • Field can be built on detail or aggregate data
  • Change a Concatenation

  • Switch between the different concatenation types
  • Covers Union, Intersection, and Minus concatenations

  • Create a Union

  • Create a union between two or more datasets
  • Convert to Embedded Data

  • Convert a regular data block into an embedded table
  • Enter Embedded Data

  • Manually enter data into a data block
  • Create a Data Set

  • Create a new data worksheet
  • Construct a data block from a database table, query, or data model
  • Create a New Data Field

  • Add a new data field by writing a SQL or JavaScript expression
  • Filter Aggregate Data

  • Filter grouped and aggregated data in a Data Worksheet
  • Filter Detail Data

  • Create a union between two or more datasets
  • Filter Top or Bottom Data

  • Filter the highest or lowest ranking groups in your data
  • Filter Data using an Expression

  • Filter data using a JavaScript or SQL expression
  • Filter Data using a Field Comparison

  • Filter data using a comparison between columns
  • Filter Data using Session Information

  • Filter data in a data block using login session information

  • Filter Data using Parameters

  • Filter Data in a data block using parameterized conditions
  • Group and Aggregate Data in a Crosstab

  • Group and aggregate data using a crosstab data block

  • Group and Aggregate Data

  • Group and aggregate data in a data block

  • Import Data

  • Import data into a data block in a data worksheet
  • Change a Join

  • Change the type of a join from "inner" to "outer" or "inequality"
  • Create a Cross Join

  • Create a cross join or Cartesian join between two data blocks
  • Create an Inner or Outer Join

  • Create an inner join or outer join between two data block

  • Create a Merge Join

  • Merge two data blocks together into a single data block
  • Update Embedded Data from Dashboard

  • Modify data in an embedded table by using form components on a dashboard

  • Sort on Multiple Columns

  • Sort a data block on multiple columns simultaneously
  • Sort Data on a Single Column

  • Sort a data block using the values in a single column
  • InetSoft Overview

  • Creating a data source connection and design queries

  • Create Dashboards

    Creating a Chart

  • Creating a variety of chart types
  • Filtering a Dashboard

  • An overview of the different types of filters used in InetSoft dashboards
  • Grouping Data in a Dashboard

  • Group data in a crosstab or chart, and learn how to combine groups
  • Exporting Data from a Dashboard

  • Exporting summary and detail data, from tables and charts
  • Create a High-Performance Cache

  • Create and manage a materialized view for a dashboard, to improve dashboard responsiveness and reduce database demands
  • Add Drill-Down Hyperlinks

  • Add drill-down hyperlinks to a dashboard
  • Add Formulas to a Table

  • Incorporate formulas into your tables that reference data from within the same table or from other components
  • Write Back to a Database

  • Configure a dashboard to allow users to enter data and write the data back into a database
  • Create a Custom Map

  • Use the built-in mapping feature, or create a custom map from a shapefile by using the free OpenJump application