InetSoft Training Videos

These videos are provided to help you take full advantage of the features of your InetSoft dashboard and reporting product.

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Useful InetSoft Training Videos From Previous Product Releases

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

Special Topics

Report Bursting
  • Set up report bursting to efficiently send thousands of reports with content customized for each recipient

This video applies to

  • Style Intelligence
  • Style Report
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

End User Topics

Using a Report
  • View, print, email, export reports
  • Create new reports and modify existing reports using the Ad Hoc tools
  • Report toolbar
  • Ad Hoc Wizard
  • Ad Hoc report editing

This video applies to

  • Style Intelligence
  • Style Report

Webinars

Style Intelligence Webinars 2016

Localizing and translating a dashboard
  • Learn how to insert or select local language strings for labels and interaction elements for a dashboard or data visualization

This video also applies to:

  • Style Intelligence
  • Style Scope
Laying out a dashboard for mobile devices
  • Leverage InetSoft's built-in mobile device screen size templates to efficiently design one dashboard to suit the most common phones and tablets

This video also applies to:

  • Style Intelligence
  • Style Scope
Adding Drill Downs to A Report
  • Learn how to add detailed data drill downs in an interactive web-based report

This video also applies to:

  • Style Intelligence
Adding a script to a dashboard
  • Learn how to control even more aspects of an interactive data visualization from formatting to KPI calculation.

This video also applies to:

  • Style Intelligence
  • Style Scope
Grouping and aggregating data in a Data Worksheet
  • Learn how organize data to be used in a dashboard or visual analysis. Perform OLAP functions without using a data warehouse.

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering data in a Data Worksheet
  • Learn how to add filters at the data access level to speed up the presentation of a dashboard or visual analysis at the end user level

This video also applies to:

  • Style Intelligence
Creating A Simple Report
  • See how easy it is to create a simple report using InetSoft's data intelligence and dashboarding software

This video also applies to:

  • Style Intelligence
Adding Charts and Tables
  • Learn how to add charts and tables to a paginated report that is distributed as a pdf to individuals or groups on an automated scheduled basis

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Parameterized Report
  • Learn how to create a report where the viewer selects or provides inputs to prepared questions in order to get the version they want

This video also applies to:

  • Style Intelligence
  • Style Report
Creating a modular report
  • Learn how to create a report with multiple elements including charts and tables

This video also applies to:

  • Style Intelligence
  • Style Scope
Formatting data in a report
  • Learn how to do advanced formatting in a web-based or pdf report, such as conditional formatting based on values and thresholds

This video also applies to:

  • Style Intelligence
  • Style Report
Connecting to a data source and creating a query
  • Connect to databases such as JDBC, text,or Excel. Create a query on a JDBC, Text, or Excel data source. Adding grouping, aggregation, and conditions. Creating a data model.

This video also applies to:

  • Style Intelligence
  • Style Report

2015 InetSoft Webinars

Scheduling Tasks and Creating Alerts
  • Create automated tasks in InetSoft's business intelligence application for tasks like archiving snapshots, updating cache, monitoring and trigger-based alerts, and daily report distributions

This video applies to

  • Style Intelligence
  • Style Scope
Mashing Up Data
  • Mash up different data sources with a simple drag and drop action using InetSoft BI tool
  • Make dashboards and visual reports from the resulting combination

This video applies to

  • Style Intelligence
  • Style Scope
What If Analysis
  • Create what if analyses

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Advanced Selection in Dashboards
  • The basics plus the advanced methods for making selections and filtering interactive dashboards

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Advanced Selection in Dashboards
  • Basic and advanced methods for making selections and filtering interactive dashboards

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Creating Custom Maps
  • Make an interactive chart that uses a map where your regions are customized, for instance for sales regions that include several states or countries

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Chart Comparisons
  • Advanced options for making visual comparisons in a chart: previous period and year over year, this month vs last month, sizing by color, multi-charts

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Using Calculated Fields and Expression Columns
  • Create mathematical expressions to make KPI's on the fly for use in dashboards, reports and visual analyses

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Using Database Write-Back
  • Create interactive web applications for viewing and updating data using InetSoft's business intelligence application

This video applies to

  • Style Intelligence
  • Style Scope
Setting Permissions
  • Set various levels of permissions on dashboards, folders, and even data cells

This video applies to

  • Style Intelligence
  • Style Scope
Crosstabs and pivoting data
  • Create interactive crosstab views to pivot your data and slice and dice your data with InetSoft's business intelligence application

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Creating data caches
  • Create high-performance data caches which boost the speed of interactive data visualizations and dashboards and enable big data analytics

This video applies to

  • Style Intelligence
  • Style Scope
Using freehand tables
  • Use a freehand table to create exactly the type of data table you want to display in your dashboard or visual report
  • Mix data, calculations, and labels just like you can in a spreadsheet

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free

2014 InetSoft Webinars

Creating A Simple Dashboard
  • First of InetSoft's free end-user training series

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Adding Charts to a Dashboard
  • Training for InetSoft's BI dashboard application

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Adding Tables to a Dashboard
  • Add detail and summary tables to an interactive dashboard.

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Adding Filters to a Dashboard
  • Another in the series of business intelligence product training from BI pioneer InetSoft

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Setting Dashboard Properties Dynamically
  • Make a dashboard look different based on specific conditions

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Improving Dashboard Appearance
  • Making an information dashboard more appealing to end-users

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Creating a Modular Dashboard
  • Create a dashboard that can be combined with other dashboards for an efficient information-packed interactive view of performance data

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Adding Drill Downs to a Dashboard
  • Advanced product training

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Formatting Data in a Dashboard
  • Conditionally format data points in an interactive dashboard

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free

Style Intelligence Evaluation Guide

Part 1 -- Data Source Connection
  • Creating a connection to a relational database

This video applies to

  • Style Intelligence
  • Style Scope
  • Style Report
Part 2 -- Importing Data
  • Importing a Text or Excel file into a Data Worksheet

This video applies to

  • Style Intelligence
  • Style Scope
Part 3 -- Data Worksheet
  • Creating a Data Worksheet and data mashup

This video applies to

  • Style Intelligence
  • Style Scope
Part 4 -- Dashboard Design
  • Creating a dashboard

This video applies to

  • Style Intelligence
  • Style Scope
  • Visualize Free
Part 5 -- Report Design
  • Creating a production report

This video applies to

  • Style Intelligence
  • Style Report
Enterprise Product Evaluation Guide (Complete)
  • Introduction to Style Intelligence for users who are evaluating the software for purchase.
  • Quickly explains the basics of creating a data source, creating a dashboard, and creating a report

This video applies to

  • Style Intelligence
  • Style Scope
  • Style Report