Enterprise BI Training Videos

The videos below illustrate some of the enterprise business intelligence software features provided by InetSoft.

Existing InetSoft users: Please note that the current video page is located here.

Useful InetSoft Training Videos

Accessing Your Data

Creating a Data Set from an Excel or Text File	Creating a new data set by importing data from Excel file Creating a new data set by importing data from text file Opening a data set for editing Unpivoting data in imported crosstab Renaming a data set column Saving a modified data set Updating a data set based on Excel or text file	This video applies to Style Intelligence Style Scope Visualize Free
Creating a Data Set from Database Tables	Verifying an active database connection Creating a new data set from database tables Creating a database query using the wizard Defining joins in a database query Defining conditions in a database query Editing the SQL string of a database query Opening a data set for editing Viewing data in a data set Editing a data set query in the database query wizard Saving a modified data set	This video applies to Style Intelligence Style Scope
Creating a Data Set from a Mashup	Mashing up data sets using an inner join Mashing up data sets using a concatenation Viewing data in a data set Renaming a data set in a Data Worksheet Renaming a data set column Hiding a data set column Setting a data set as Primary in a Data Worksheet Saving a modified data set	This video applies to Style Intelligence Style Scope Style Report
Creating a Data Set by Manually Entering Data	Creating a new data set by manually typing data Changing the column data type for an embedded table Renaming a data set column Adding columns and rows to an embedded table Renaming a data set in a Data Worksheet Saving a modified data set Opening a data set for editing	This video applies to Style Intelligence Style Scope Style Report
Unpivoting a Table	Unpivoting data in an imported crosstab Renaming a data set column Saving a modified data set	This video applies to Style Intelligence Style Scope Style Report

Using InetSoft Product Portals

Creating a Folder or Asset	Creating a new dashboard folder Creating a new data set folder	This video applies to Visualize Free
Moving or Deleting an Asset	Moving a dashboard, data set, or folder Deleting a dashboard, data set, or folder Recovering a deleted dashboard, data set, or folder	This video applies to Visualize Free
Bookmarking a Dashboard	Using a bookmark to save dashboard settings Creating a new bookmark Saving dashboard settings into an existing bookmark Deleting a bookmark Setting sharing properties for a bookmark Using a bookmark to set default dashboard filters and properties	This video applies to Style Intelligence Style Scope
Annotating a Dashboard	Adding a dashboard-level annotation Adding a component-level annotation Adding a data-level annotation Formatting an annotation Editing an annotation Sharing annotations Deleting an annotation Hiding and showing annotations	This video applies to Style Intelligence Style Scope

Building Your First Dashboard or Report

Laying Out Dashboards

Creating a Dashboard	Adding components to a dashboard Moving and resizing dashboard components	This video applies to Style Intelligence Style Scope Visualize Free
Sizing Dashboards for Different Devices and for Print	Defining a dashboard layout for print/devices of different sizes Previewing a device or print layout	This video applies to Style Intelligence Style Scope
Creating a Multi-level Dashboard	Placing components into a tabbed interface Changing tab labels Grouping multiple components into a single tab	This video applies to Style Intelligence Style Scope Visualize Free
Styling a Dashboard	Adding an image/logo to a dashboard Using an image/shape component as a background	This video applies to Style Intelligence Style Scope Visualize Free
Formatting Data in a Dashboard	Changing font, size, color using the toolbar Formatting numerical data	This video applies to Style Intelligence Style Scope Visualize Free
Highlighting Data	Applying conditional formatting (highlights) to a chart/table	This video applies to Style Intelligence Style Scope Visualize Free
Building Interactivity with Form Components	Using the ad hoc crosstab/chart editor Adding a label to a Form component	This video applies to Style Intelligence Style Scope Visualize Free
Hiding and Showing Dashboard Components	Combining components into a tabbed interface Controlling component visibility with Form components	This video applies to Style Intelligence Style Scope Visualize Free

Creating Charts

Creating A Basic Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard	This video applies to Style Intelligence Style Scope Visualize Free
Creating A Pie Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard	This video applies to Style Intelligence Style Scope Visualize Free
Adding Trend Lines to a Chart	Adding trend lines to a chart. Projecting trend lines into the future	This video applies to Style Intelligence Style Scope Visualize Free
Displaying Multiple Measures On A Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard	This video applies to Style Intelligence Style Scope Visualize Free
Displaying Multiple Dimensions On A Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard	This video applies to Style Intelligence Style Scope Visualize Free
Understanding Chart/Crosstab Dimensions And Measures	Adding dimensions and measures to a chart Adding dimensions and measures to a crosstab	This video applies to Style Intelligence Style Scope Visualize Free
Creating Dual-Axis Chart	Adding dimensions and measures to a chart Adding multiple measures to a chart axis	This video applies to Style Intelligence Style Scope Visualize Free
Creating A Grid Of Charts	Adding dimensions and measures to a chart Adding multiple measures to a chart axis	This video applies to Style Intelligence Style Scope Visualize Free

Filtering Data

Eight Ways to Filter Data	Filtering at the data set level Filtering with selection components. Filtering data directly on a chart Filtering with ad hoc selections Filtering with a flyover view Filtering with a data tip Filtering with a component condition Filtering with a highlight	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Data Directly on a Chart	Filtering aggregated chart data with an ad hoc filter Filtering a chart by brushing data Filtering data directly on a chart Filtering a chart by zooming data Filtering a chart by excluding data	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Date Ranges	Filtering date ranges with a range slider Filtering date ranges with a calendar Filtering date ranges with an ad hoc filter Filtering date ranges with a dashboard-level condition Filtering date ranges with a data set-level condition Opening a dashboard's data set for editing	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Categorical Data	Filtering categorical data with a selection list Setting selection list properties Creating multiple columns in a selection list Filtering categorical data with a selection tree Modifying the selection tree hierarchy Displaying an aggregate in a selection list or selection tree Filtering categorical data with an ad hoc filter Filtering categorical data with a dashboard-level condition Filtering categorical data with a data set-level condition Opening a dashboard's data set for editing	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Numerical Data	Filtering numerical data with a range slider Setting range slider properties Filtering numerical data with a selection list Filtering categorical data with a selection tree Setting selection list properties Filtering numerical data with an ad hoc filter Filtering numerical data with a dashboard-level condition Filtering categorical data with a dashboard-level condition Filtering numerical data with a data set-level condition Opening a dashboard's data set for editing	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Aggregated Data	Filtering aggregated chart data with an ad hoc filter Filtering aggregated crosstab data with an ad hoc filter Filtering aggregated data at the data set level	This video applies to Style Intelligence Style Scope
Filtering Data on Multiple Dimensions	Filtering with a selection list Filtering with multiple selection lists and trees Understanding selection list and tree symbols	This video applies to Style Intelligence Style Scope Visualize Free
Filtering With Hierarchy	Filtering with a selection tree Searching a selection tree Modifying the selection tree hierarchy Displaying a measure on a selection tree	This video applies to Style Intelligence Style Scope Visualize Free

Filtering (Ranking) the "Top N" Groups	Ranking the top N groups in a chart by aggregate value Sorting groups in a chart by aggregate value Ranking the top N groups in a crosstab by aggregate value Ranking the top N values in data set based on pre-aggregate data Ranking the top N groups in data set based on post-aggregate data	This video applies to Style Intelligence Style Scope Visualize Free
Filtering With Parameters	Adding form components (ComboBox, Radio Button, Spinner) Renaming a component Setting dashboard condition parameters using form components Adding a label to a dashboard component Setting dashboard condition parameters using scripted expressions Automatically prompting the user for parameter values Setting data set condition parameters using form components	This video applies to Style Intelligence Style Scope
Highlighting Data	Applying conditional formatting (highlights) to a chart Applying conditional formatting (highlights) to a table Applying conditional formatting (highlights) to text and images	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Across Multiple Dashboards	Sharing filters between modules in a composite dashboard Hiding components in an embedded dashboard Sharing filters with a drill-down dashboard Hiding components in a drill-down dashboard	This video applies to Style Intelligence Style Scope Visualize Free
Filtering Data on the Data Layer	Creating a simple filter condition using an AND operator Creating an advanced filter condition using an OR operator Filtering a data set that does not support conditions Filtering at data set level vs. filtering at dashboard level	This video applies to Style Intelligence Style Scope
Limiting the Size of a Data Set	Applying a filtering condition to a data set Filtering a data set that does not support conditions Applying a filtering condition to a data set Filtering a data set that does not support conditions	This video applies to Style Intelligence Style Scope

End User Topics

Using a Dashboard

filtering/selection components
input components
bookmarks
annotations
chart features
chart editing
chart sorting
chart drill-down
table sorting and exporting
table filtering
adding filters
crosstab exporting and drill-down
crosstab editing
dashboard toolbar

This video applies to

Style Intelligence
Style Scope
Visualize Free

Go Deeper

Mashing Up Data

Joining Data Sets

Mashing up data sets using an inner join
Mashing up data sets using an outer join
Mashing up data sets using multiple joins
Mashing up more than two data sets using joins
Mashing up data using an inequality join
Changing an inner join to an outer join
Viewing data in a data set
Renaming a data set in a Data Worksheet
Setting a data set as Primary in a Data Worksheet
Saving a modified data set
Hiding a data set column

This video applies to

Style Intelligence
Style Scope

Changing the Join Type

Changing an inner join to an outer join
Adding joins to a joined data set
Modifying joins in a joined data set
Changing the join operator in a joined data set
Saving a modified data set

This video applies to

Style Intelligence
Style Scope

Concatenating Data Sets (Union, Intersect, Minus)

Mashing up data sets using a union concatenation
Mashing up data sets using a intersect concatenation
Mashing up data sets using a minus (difference) concatenation
Preserving duplicates in a union concatenation
Changing the concatenation type
Viewing data in a data set
Renaming a data set in a Data Worksheet
Setting a data set as Primary in a Data Worksheet
Saving a modified data set

This video applies to

Style Intelligence
Style Scope

Grouping Data

Grouping Data in a Data Set	Grouping and aggregating data in a data set Joining grouped and detail data Grouping date and numerical data by using range columns Grouping with a crosstab in a data set	This video applies to Style Intelligence Style Scope
Grouping Data in a Chart	Grouping and aggregating data in a data set. Joining grouped and detail data Grouping date and numerical data by using range columns. Grouping with a crosstab in a data set	This video applies to Style Intelligence Style Scope
Grouping Data in a Crosstab	Grouping data in a row or column header Changing the grouping level for date fields Creating ad hoc groups by merging existing groups Creating hierarchical groups for date and categorical fields	This video applies to Style Intelligence Style Scope Visualize Free
Displaying a Single Aggregate Value	Displaying aggregated data in a Text component Displaying aggregated data in a Gauge component Formatting data in a Text or Gauge component Changing the aggregation method for aggregated data	This video applies to Style Intelligence Style Scope Visualize Free
Grouping Data Dynamically	Changing grouping and aggregation via ad hoc editing Disabling end-user ad hoc editing for chart and crosstab Formatting data in a Text or Gauge component Changing grouping and aggregation using Form components	This video applies to Style Intelligence Style Scope Visualize Free
Drilling Down in Grouped Data	Displaying detail data for a chart or crosstab Exporting detail data for a chart or crosstab Drilling down in data using a flyover view Drilling down in data using a data tip Drilling down in data using a hyperlink Passing selection values in a drill-down hyperlink Drilling down using a hierarchical filter (selection tree)	This video applies to Style Intelligence Style Scope Visualize Free

Creating CrossTabs/Pivot Tables

Understanding Chart/Crosstab Dimensions And Measures

Adding dimensions and measures to a chart
Adding dimensions and measures to a crosstab

This video applies to

Style Intelligence
Style Scope
Visualize Free

Creating a Basic Crosstab/Pivot Table

Adding dimensions and measures to a chart
Adding dimensions and measures to a crosstab

This video applies to

Style Intelligence
Style Scope
Visualize Free

Creating a Crosstab with Formula Cells

Converting a crosstab into a freehand table
Adding formulas/expressions into a table
Adding multiple independent dimensions into a crosstab

This video applies to

Style Intelligence
Style Scope
Visualize Free

Performing Calculations

Performing Date Calculations	Adding an expression column to a data set. Adding a calculated field to a dashboard Computing the difference between dates	This video applies to Style Intelligence Style Scope
Where to Perform Calculations	Adding an expression column to a data set Adding a calculated field to a dashboard	This video applies to Style Intelligence Style Scope
Performing String Calculations	Adding an expression column to a data set. Adding a calculated field to a dashboard. Concatenating strings.	This video applies to Style Intelligence Style Scope
Performing Calculations on Detail Data	Adding a detail-level expression column to a data set. Adding a detail-level calculated field to a dashboard.	This video applies to Style Intelligence Style Scope
Performing Calculations on Aggregated Data	Grouping and aggregating a data set Creating a mirror of an aggregated data set Adding an aggregate-level expression column to a data set	This video applies to Style Intelligence Style Scope
Creating an Advanced Crosstab	Create a row header hierarchy within a single column Create heterogeneous groupings within the column headers	This video applies to Style Intelligence Style Scope