Style Intelligence™ | Business Intelligence Video Training Resources

These videos will help you begin and eventually master InetSoft's premium BI software, Style Intelligence.

Many of the lessons, tips, and tricks learned here can be applied across a variety of InetSoft applications. With this video resource gallery, learn the basics about using a dashboard and browse the catalog of technical materials and webinars for mastery of advanced visualization techniques.

Style Intelligence 2018 Training Videos

(for videos covering previous versions, click here)

Preparing Your Data

Create a New Data Field in a Dashboard
  • Create a new calculated field at the dashboard level based on detail or aggregate data.
  • Saving the new calculated field with the dashboard

This video applies to:

  • Style Intelligence
  • Style Scope
Change a Concatenation
  • Switch between the different concatenation types
  • Covers Union, Intersection, and Minus concatenation types

This video applies to:

  • Style Intelligence
Create a Union
  • Create a union between two or more data sets

This video applies to:

  • Style Intelligence
Convert to Embedded Data
  • Create a union between two or more data sets

This video applies to:

  • Style Intelligence
Enter Embedded Data
  • Manually type data into a data block
  • Save the typed data in the data worksheet

This video applies to:

  • Style Intelligence
Create a Data Set
  • Create a new data worksheet
  • Construct a data block from a database table, query, or data mode

This video applies to:

  • Style Intelligence
Create a New Data Field
  • Add a new data field by writing a SQL or JavaScript expression

This video applies to:

  • Style Intelligence
Filter Aggregate Data
  • Filter grouped and aggregated data in a Data Worksheet

This video applies to:

  • Style Intelligence
Filter Detail Data
  • Filter detail data in a Data Worksheet

This video applies to:

  • Style Intelligence
Filter Top or Bottom Data
  • Filter the highest or lowest ranking groups or data based on a measure value in a data worksheet

This video applies to:

  • Style Intelligence
Filter Data using an Expression
  • Filter data using a JavaScript or SQL expression

This video applies to:

  • Style Intelligence
Filter Data using a Field Comparison
  • Filter data using a comparison between columns

This video applies to:

  • Style Intelligence
Filter Data using Session Information
  • Filter data in a data block using login session information

This video applies to:

  • Style Intelligence
Filter Data using Parameters
  • Filter Data in a data block using parameterized conditions

This video applies to:

  • Style Intelligence
Group and Aggregate Data in a Crosstab
  • Group and aggregate data using a crosstab data block

This video applies to:

  • Style Intelligence
Group and Aggregate Data
  • Group and aggregate data in a data block

This video applies to:

  • Style Intelligence
Import Data
  • import data into a data block in a data worksheet

This video applies to:

  • Style Intelligence
Change a Join
  • Change the type of a join from "inner" to "outer" or "inequality"

This video applies to:

  • Style Intelligence
Create a Cross Join
  • Create a cross join or Cartesian join between two data blocks

This video applies to:

  • Style Intelligence
Create an Inner or Outer Join
  • Create an inner join or outer join between two data blocks

This video applies to:

  • Style Intelligence
Create a Merge Join
  • Merge two data blocks together into a single data block

This video applies to:

  • Style Intelligence
Update Embedded Data from Dashboard
  • Modify data in an embedded table by using form components on a dashboard

This video applies to:

  • Style Intelligence
Sort on Multiple Columns
  • Sort a data block on multiple columns simultaneously

This video applies to:

  • Style Intelligence
Sort Data on a Single Column
  • Sort a data block using the values in a single column

This video applies to:

  • Style Intelligence
Upload Data
  • Upload data into an existing embedded table

This video applies to:

  • Style Intelligence

Style Intelligence: Training Guide

Beginner Topics

Using a Dashboard
  • Adding filters
  • Annotations
  • Bookmarks
  • Chart editing, sorting and drilldowns
  • Chart features
  • Crosstab editing, exporting and drill-down
  • Dashboard Toolbar
  • Filtering, Selection and Input components
  • Table filtering, sorting and exporting

This video also applies to:

  • Style Intelligence
  • Style Scope
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 also applies to:

  • Style Intelligence
  • Style Report

Using Dashboards

Distributing a Dashboard
  • Exporting a dashboard
  • Emailing a dashboard

This video also applies to:

  • Style Intelligence
  • Style Scope

Advanced Topics

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

This video also applies to:

  • Style Intelligence
  • Style Report
Annotating a Dashboard
  • Adding a dashboard-level, component-level and data-level annotation
  • Formatting, Editing, Sharing and Deleting an annotation
  • Hiding and showing annotations

This video also applies to:

  • Style Intelligence
  • Style Scope
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 also applies to:

  • Style Intelligence
  • Style Scope


Style Intelligence: Training Playlists

Creating Tables

Creating a Basic Table
  • Two ways to create a new table
  • Assigning a global table style
  • Resizing, Moving and Deleting columns
  • the title and column header labels
  • Aligning and formatting data in a table
  • Filtering a table with flyover view
  • Exporting table data to Excel
  • Expanding a table when printing a dashboard

This video also applies to:

  • Style Intelligence
  • Style Scope
Automatically Filtering a Table
  • Dynamically filtering a table to display details for a chart

This video also applies to:

  • Style Intelligence
  • Style Scope
Exporting Dashboard Data
  • Exporting aggregated data from a chart to an Excel file
  • Exporting detail data from a chart to an Excel file
  • Exporting data from a table to an Excel file

This video also applies to:

  • Style Intelligence
  • Style Scope

Creating Charts

Creating a Basic Chart
  • Adding a chart component to a dashboard
  • Representing groups with color, shape, size, and text
  • the chart type and the color of groups on a chart
  • Moving the chart legend, Hiding axis labels
  • Using the chart tooltip
  • Converting measure to dimension (and vice versa)
  • Setting properties for dimensions and measures
  • Displaying and Formatting values on a chart

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Pie Chart
  • Adding a chart component to a dashboard
  • Hiding axis labels
  • Adding dimensions and measures to a chart
  • pie chart colors and color palette
  • Displaying values on a chart
  • Formatting values on a chart
  • Displaying values as percent of total

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Bubble Chart
  • Adding a chart component to a dashboard
  • Positioning a chart on the dashboard
  • Adding dimensions and measures to a chart
  • the chart type to a point chart
  • Using bubble size to represent a measure

This video also applies to:

  • Style Intelligence
  • Style Scope
Adding Trend Lines to a Chart
  • Adding trend lines to a chart
  • Projecting trend lines into the future

This video also applies to:

  • Style Intelligence
  • Style Scope
Displaying Multiple Measures on a Chart
  • Adding a chart component to a dashboard
  • the chart type to a point chart
  • Adding multiple measures to a chart axis
  • Adding multiple measures using visual coding
  • Displaying multiple measures on a secondary axis
  • the color mapping for a measure
  • the aggregation method for a measure

This video also applies to:

  • Style Intelligence
  • Style Scope
Displaying Multiple Dimensions on a Chart
  • Adding a chart component to a dashboard
  • Positioning a chart on the dashboard
  • Adding dimensions and measures to a chart
  • Adding multiple dimensions to a chart axis
  • Adding multiple dimensions using visual coding
  • Adding a dimension using the tooltip
  • the color mapping for a dimension

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Dual-Axis Chart
  • Adding dimensions and measures to a chart
  • Adding multiple measures to a chart axis
  • Displaying multiple measures on a single axis
  • Displaying multiple measures on a dual left/right axis
  • the chart style
  • Formatting axis labels

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Map Chart
  • the chart type to 'Map'
  • Adding a geographical dimension and measure to a map, geographical level
  • Drawing a path through points on a map
  • Manually matching geographical field values to map values
  • Displaying geographical names on a map
  • Zooming a map
  • Creating a map based on longitude and latitude data

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Grid of Charts
  • Adding dimensions and measures to a chart
  • Adding multiple measures and dimensions to a chart axis
  • Displaying multiple measures on a single axis
  • Displaying multiple measures on a dual left/right axis
  • Changing the date grouping level
  • Adding multiple dimensions using visual coding
  • Changing the density of the chart grid

This video also applies to:

  • Style Intelligence
  • Style Scope

Grouping Data

Grouping Data in a Chart
  • Grouping data on the X or Y axis
  • Changing the grouping level for date fields
  • Grouping data by using visual formats (shape, size, text)
  • Creating ad hoc groups by merging existing groups
  • Creating hierarchical groups for date and categorical fields.

This video also applies to:

  • Style Intelligence
  • Style Report
  • 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 also applies to:

  • Style Intelligence
  • Style Scope
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 also applies to:

  • Style Intelligence
  • Style Scope
Grouping Data Dynamically
  • Changing grouping and aggregation dynamically via ad hoc editing
  • Disabling end-user ad hoc editing for chart and crosstab
  • Changing grouping and aggregation using Form components

This video also applies to:

  • Style Intelligence
  • Style Scope
Drilling Down in Grouped Data
  • Displaying detail data for a chart or crosstab
  • Exporting detail data for a chart or crosstab
  • Drilling down using fly-over, data tip, hyperlink
  • Drilling down using a Selection Tree

This video also applies to:

  • Style Intelligence
  • Style Scope

Filtering Data

Filtering Date Ranges
  • Filtering date ranges with a range slider, calendar, ad hoc filter
  • Filtering date ranges with a dashboard-level and data set-level condition
  • Opening a dashboard's data set for editing

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering Categorical Data
  • Filtering categorical data with a selection list, selection tree, and ad hoc filter
  • Creating multiple columns in a selection list
  • Modifying the selection tree hierarchy
  • Displaying an aggregate in a selection list/tree
  • Filtering categorical data with dashboard-level condition and dataset-level condition
  • Opening a dashboard's dataset for editing

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering Numerical Data
  • Filtering numerical data with a range slider, selection list, and ad hoc filter
  • Setting range slider, and selection list properties
  • Filtering numerical data with a dashboard-level condition and a dataset-level condition
  • Opening a dashboard's data set for editing

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering with Parameters
  • Adding and populating combobox, radiobutton and spinner
  • Setting dashboard condition parameters using form components and scripted expressions
  • Setting dataset condition parameters using form components
  • Automatically prompting the user for parameter values
  • Renaming a component
  • Adding a label to a dashboard component

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering (Ranking) the 'Top N' Groups
  • Ranking (filtering) top N groups in a chart by aggregate value
  • Sorting groups in a chart by aggregate value
  • Ranking (filtering) top N groups in a crosstab by aggregate value
  • Ranking (filtering) top N values in data set based on pre-aggregate data
  • Ranking (filtering) top N groups in data set based on post-aggregate data

This video also applies to:

  • Style Intelligence
  • Style Scope
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 datase-level

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering Data Directly on a Chart
  • Filtering aggregated chart data with an ad hoc filter
  • Filtering a chart by brushing
  • Filtering a chart by zooming data
  • Filtering a chart by excluding data

This video also applies to:

  • Style Intelligence
  • Style Scope
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 the data set vs. filtering the dashboard

This video also applies to:

  • Style Intelligence
  • Style Scope
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 also applies to:

  • Style Intelligence
  • Style Scope
Filtering with Hierarchy
  • Filtering with a selection tree
  • Searching a selection tree
  • Searching a selection tree
  • Modifying selection tree hierarchy
  • Displaying a measure on a selection tree

This video also applies to:

  • Style Intelligence
  • Style Scope
Filtering Multiple Dimensions
  • Filtering with a selection list
  • Filtering with multiple selection lists and trees
  • Understanding selection list and tree symbols

This video also applies to:

  • Style Intelligence
  • Style Scope
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 also 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

This video also applies to:

  • Style Intelligence
  • Style Scope

Laying Out a Dashboard

Sizing a Dashboard for Different Devices and Print
  • Defining a dashboard layout for devices of different sizes
  • Defining a dashboard layout for print
  • Previewing a device or print layout

This video also applies to:

  • Style Intelligence
  • Style Scope
Creating a Multi-Level Dashboard
  • Placing components into a tabbed interface
  • tab labels
  • Grouping multiple components into a single tab
  • Removing a tab from the tabbed interface
  • Deleting a tabbed interface

This video also applies to:

  • Style Intelligence
  • Style Scope
Styling a Dashboard
  • Adding an image/logo to a dashboard
  • Using a shape component or image as a background
  • Locking a background in place
  • Scaling a dashboard to fit the screen
  • Previewing a dashboard

This video also applies to:

  • Style Intelligence
  • Style Scope
Highlighting Data
  • Applying conditional formatting (highlights) to a chart
  • Applying conditional formatting to a table
  • Applying conditional formatting to text and images
  • the stacking order of highlights

This video also applies to:

  • Style Intelligence
  • Style Scope
Building Interactivity with Form Components
  • Using the ad hoc crosstab editor and ad hoc chart editor
  • Disabling ad hoc editing for charts and crosstabs
  • dimensions on a chart dynamically using a Form component
  • Hiding and showing a crosstab grand total dynamically
  • top-N ranking dynamically
  • Adding a label to a Form component

This video also applies to:

  • Style Intelligence
  • Style Scope
Hiding and Showing Dashboard Components
  • Combining components into a tabbed interface
  • Controlling component visibility with Form components
  • Showing a component in place of the chart or crosstab tooltip
  • Using the ad hoc editor for charts and crosstabs
  • Showing chart or crosstab details
  • Controlling component data display with Form components
  • Showing a component as a pop-up for text or image

This video also applies to:

  • Style Intelligence
  • Style Scope

Performing Calculations

Where to Perform Calculations
  • Adding an expression column to a data set
  • Adding a calculated field to a dashboard
  • Benefits of data-level and dashboard-level calculations

This video also 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
  • Designating a primary data set
  • Adding an aggregate-level calculated field to a dashboard
  • Creating a new aggregated field for a calculation

This video also applies to:

  • Style Intelligence
  • Style Scope
Performing Calculations on Detail Data
  • Adding an detail-level expression column to a data set
  • Adding a detail-level calculated field to a dashboard

This video also 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.
  • Selecting a substring from a string.
  • Converting a string to uppercase.

This video also applies to:

  • Style Intelligence
  • Style Scope
Performing Date Calculations
  • Adding an expression column to a data set
  • Adding a calculated field to a dashboard
  • Computing the difference between dates
  • Adding and subtracting days from an existing date
  • Displaying today's date as text on a dashboard
  • Formatting a date, creating a new date object, and setting text contents in script

This video also applies to:

  • Style Intelligence
  • Style Scope

Creating Crosstabs/Pivot Tables

Creating a Crosstab/Pivot Table
  • Adding a crosstab/pivot table to a dashboard
  • Applying visual styles to a crosstab
  • aggregation method, crosstab title, header labels, the grouping level for a date field
  • Setting sorting and ranking for a row or column dimension
  • Drilling down in hierarchical row or column dimensions
  • Placing crosstab measures side by side
  • Formatting data in a crosstab

This video also 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 also applies to:

  • Style Intelligence
  • Style Scope
Understanding Chart/Crosstab Dimensions & Measures
  • Adding dimensions and measures to a chart and crosstab
  • Adding multiple dimensions to a chart axis
  • Adding multiple dimensions using visual coding
  • Adding multiple measures to a chart axis
  • Adding multiple measures using visual coding
  • Setting aggregation method for a crosstab measure

This video also applies to:

  • Style Intelligence
  • Style Scope
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
  • Creating a freehand table from scratch
  • Inserting columns and rows, Adding static text, and Formatting data in a freehand table
  • the direction of grouping cell expansion
  • Using a form component in a formula

This video also applies to:

  • Style Intelligence
  • Style Scope


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