Style Scope Agile Edition Training Videos


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Interactive Analysis Dashboard

Get Familiar With Style Scope Agile Edition

Overview

Intro and Getting Started
  • The basic getting started process for InetSoft's Style Scope Agile Edition
Overview and Walkthrough
  • Overview and walkthrough of basic Style Scope Agile Edition features

Using the Portal

Creating a Folder or Asset
  • Creating a new dashboard folder
  • Creating a new data set folder
Moving or Deleting an Asset
  • Moving, deleting, and recovering a dashboard, data set, or folder
Distributing a Dashboard
  • Emailing a dashboard, exporting a dashboard
Scheduling a Dashboard
  • Automatically emailing a dashboard on a specified schedule
  • Deleting/editing a scheduled task
Refreshing Dashboard Data
  • Refreshing a dashboard from a live data connection
  • Recalculating dashboard scripts
Bookmarking a Dashboard
  • Using a bookmark to save dashboard settings
  • Creating a new bookmark
Annotating a Dashboard
  • Adding a dashboard/component-level annotation
  • Adding a data-level annotation

Accessing Your Data

Connecting to a Database
  • Creating and editing a database connection
Creating a Data Set from an Excel or Text File
  • Importing data from Excel or text file.
  • Opening a data set for editing
Creating a Data Set from Database Tables
  • Verifying an active database connection
  • Creating a new data set from database tables
Creating a Data Set from a Mashup
  • Mashing up data sets using an inner join
  • Mashing up data sets using a concatenation
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
Unpivoting a Table
  • Unpivoting data in an imported crosstab
  • Renaming a data set column

Build Your First Dashboard


Laying Out Dashboards

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

Creating Charts

Creating a Basic Chart
  • Adding a chart component to a dashboard
  • Positioning a chart on the dashboard
Creating a Pie Chart
  • Creating and formatting a pie chart on a dashboard
Creating a Bubble Chart
  • Adding a chart component to a dashboard.
  • Positioning a chart on the dashboard.
Adding Trend Lines to a Chart
  • Adding trend lines to a chart
  • Projecting trend lines into the future
Displaying Multiple Measures on a Chart
  • Creating a chart using multiple measures
Displaying Multiple Dimensions on a Chart
  • Adding multiple dimensions to a chart
Understanding Chart/Crosstab Dimensions and Measures
  • Adding dimensions and measures to a chart or crosstab
Creating Dual-Axis Chart
  • Adding dimensions and measures to a chart
  • Adding multiple measures to a chart axis
Creating a Grid of Charts
  • Adding multiple dimensions/measures to a chart axis in a grid
Creating a Map
  • Charting data on a map

Filtering Data

Eight Ways to Filter Data
  • Filtering at the data set level
  • Filtering with selection components
Filtering Data Directly on a Chart
  • Filtering aggregated chart data with an ad hoc filter
  • Filtering a chart by brushing data
Filtering Date Ranges
  • Filtering date ranges with a range slider
  • Filtering date ranges with a calendar
Filtering Categorical Data
  • Filtering categorical data with a selection list
  • Setting selection list properties
Filtering Numerical Data
  • Filtering numerical data with a range slider
  • Setting range slider properties
Filtering Aggregated Data
  • Filtering aggregated chart data with an ad hoc filter
  • Filtering aggregated crosstab data with an ad hoc filter
Filtering Data on Multiple Dimensions
  • Filtering with a selection list
  • Filtering with multiple selection lists and trees
Filtering with Hierarchy
  • Filtering with a selection tree
  • Searching a selection tree
  • Modifying the selection tree hierarchy
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
Filtering With Parameters
  • Adding form components (ComboBox, RadioButton, Spinner)
  • Renaming a component
Highlighting Data
  • Applying conditional formatting (highlights) to a chart/table
Filtering across Multiple Dashboards
  • Sharing filters between modules in a composite dashboard
  • Hiding components in an embedded dashboard
Filtering Data on the Data Layer
  • Creating a simple filter condition using an AND operator
  • Creating an advanced filter condition using an OR operator
Limiting the Size of a Data Set
  • Applying a filtering condition to a data set
  • Filtering a data set that does not support conditions
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Go Deeper

Mashing Up Data

Joining Data Sets
  • Mashing up data sets using an inner or outer join
Changing the Join Type
  • Changing an inner join to an outer join
  • Adding joins to a joined data set
Concatenating Data Sets (Union, Intersect, Minus)
  • Mashing up data sets using a union concatenation
  • Mashing up data sets using a intersect concatenation

Grouping Data

Grouping Data in a Data Set
  • Grouping and aggregating data in a data set
  • Joining grouped and detail data
Grouping Data in a Chart
  • Grouping and aggregating data in a data set
  • Joining grouped and detail data
Grouping Data in a Crosstab
  • Grouping data in a row or column header
  • Changing the grouping level for date fields
Displaying a Single Aggregate Value
  • Displaying aggregated data in a Text/Gauge component
Grouping Data Dynamically
  • Changing grouping and aggregation via ad hoc editing
  • Disabling end-user ad hoc editing for chart and crosstab
Drilling Down in Grouped Data
  • Displaying/exporting detail data for a chart or crosstab

Creating Crosstabs/Pivot Tables

Understanding Chart/Crosstab Dimensions and Measures
  • Adding dimensions and measures to a chart/crosstab
Creating a Basic Crosstab/Pivot Table
  • Adding a crosstab/pivot table to a dashboard
  • Opening the crosstab editor
  • Changing the grouping level for a date field
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

Performing Calculations

Where to Perform Calculations
  • Adding an expression column to a data set
  • Adding a calculated field to a dashboard
Performing Date Calculations
  • Adding an expression column to a data set
  • Adding a calculated field to a dashboard
Performing String Calculations
  • Adding an expression column to a data set
  • Adding a calculated field to a dashboard
  • Concatenating strings
Performing Calculations on Detail Data
  • Adding a detail-level expression column to a data set
  • Adding a detail-level calculated field to a dashboard
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

Administration

Creating Users and Groups
  • Creating and editing users/groups
  • Deleting users
Assigning Permissions to Users and Groups
  • Assigning permissions for folders, dashboards, and data sets
Restoring from Backup
  • Recovering assets from an automatic backup
Caching Data for Performance
  • Enabling high-performance data caching

Reviews
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