InetSoft Enterprise Business Intelligence Video Training Resources

These videos pertain to StyleBI versions 12.2 and previous.

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.

StyleBI: 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Report
Distributing a Dashboard
  • Exporting a dashboard
  • Emailing a dashboard

This video also applies to:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope

StyleBI: Training Playlists

Accessing Your Data

Creating a Data Set Manually
  • Creating a new data set by manually typing data
  • 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

This video also applies to:

  • StyleBI
  • Style Scope

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:

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

This video also applies to:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope

Grouping Data

Grouping Data in a Data Set
  • Grouping and aggregating data in a data set
  • Joining grouped and detail data

This video also applies to:

  • StyleBI
  • Style Scope
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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope

Filtering on Visual Level

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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope

Data Mash-Up

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

This video also applies to:

  • StyleBI
  • Style Scope
Concatenating Data Sets (Union, Intersection, Minus)
  • Mashing up data sets using a union, intersect, and minus (difference) concatenation
  • Preserving duplicates in a union concatenation
  • Renaming a data set in a Data Worksheet
  • Viewing data in a data set
  • Changing the concatenation type
  • Setting a data set as Primary in a Data Worksheet
  • Saving a modified data set

This video also applies to:

  • StyleBI
  • Style Scope
Changing a Join Type
  • Changing an inner join to an outer join
  • Adding joins to a joined data set
  • Modifying joins in a joined data set
  • the join operator in a joined data set
  • Saving a modified data set

This video also applies to:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope

StyleBI: Training Webinars

StyleBI: Webinars 2014

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

  • StyleBI
  • Style Scope
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 also applies to:

  • StyleBI
  • Style Scope
Adding Drill Downs to a Dashboard
  • Advanced product training

This video also applies to:

  • StyleBI
  • Style Scope
Formatting Data in a Dashboard
  • Conditionally format data points in an interactive dashboard

This video also applies to:

  • StyleBI
  • Style Scope

StyleBI Webinars 2015

Scheduling Tasks and Creating Alerts
  • Create automated tasks for archiving snapshots, updating cache, monitoring and trigger-based alerts, and daily report distributions

This video also applies to:

  • StyleBI
  • 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 also applies to:

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

This video also applies to:

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

This video also applies to:

  • StyleBI
  • Style Scope
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 also applies to:

  • StyleBI
  • Style Scope
Chart Comparisons
  • Advanced options for making visual comparisons in a chart, whether it's in an executive dashboard or an analytical visualization

This video also applies to:

  • StyleBI
  • Style Scope
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 also applies to:

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

This video also applies to:

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

This video also applies to:

  • StyleBI
  • 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 also applies to:

  • StyleBI
  • Style Scope
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 also applies to:

  • StyleBI
  • 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 also applies to:

  • StyleBI
  • Style Scope

StyleBI 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:

  • StyleBI
  • 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:

  • StyleBI
  • Style Scope
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:

  • StyleBI
  • 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:

  • StyleBI
  • 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:

  • StyleBI
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:

  • StyleBI
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:

  • StyleBI
  • 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:

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

This video also applies to:

  • StyleBI
  • Style Scope

StyleBI: Evaluation

StyleBI Evaluation Guide

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

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

This video also applies to:

  • StyleBI
  • Style Scope
Part 5 -- Report Design
  • Creating a production report

This video also applies to:

  • StyleBI
  • Style Report
Enterprise Product Evaluation Guide (Complete)
  • Introduction to StyleBI 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 also applies to:

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

This video also applies to:

  • StyleBI
  • Style Scope
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