Creating a Report by Uploading an Excel
This guide demonstrates how to create a Self-Service Report and leverage its complete range of features — from dataset creation and preparation to advanced data visualization and analysis.
The Self-Service Report module enables users to independently create, analyze, and visualize datasets without technical assistance. This workflow covers:
Creating a Datastore and uploading an Excel dataset.
Cleaning and transforming data through the Data Preparation module.
Building interactive visualizations and applying analytics features such as conditional formatting, drill-down, and filters.
Exporting and theming reports for presentation-ready insights.
Step-by-Step Instructions
Step 1: Start Report Creation
Navigate to the Homepage.
Click the Create New Report icon to initiate report creation.
Step 2: Provide Basic Details
Enter a Report Name and an optional Description to identify your report.
Step 3: Create a Datastore
Select the Excel File option to establish a new Datastore.
Assign a Datastore Name and upload the file from your local system.
Step 4: Clean and Prepare Data
Open the Data Preparation Module to clean, transform, or validate uploaded data as needed.
Review and verify the dataset to confirm it has been uploaded correctly.
Step 5: Begin Report Creation
Click Create Report to open the report canvas.
Search for relevant Dimensions and Measures required for chart creation.
Step 6: Create Visualizations
Gender Distribution Chart – Use the Gender and Candidate ID fields.
Best Situation to Use: When analyzing demographic segmentation (e.g., male-to-female ratio).
Recommended Chart Type: Pie Chart or Donut Chart for categorical distribution.
Team vs. Joining Status Chart – Use Team and Joining Status fields.
Best Situation to Use: To assess onboarding or hiring status by department.
Recommended Chart Type: Stacked Column Chart or Clustered Bar Chart for grouped comparisons.
If changes are needed, click the Edit icon to modify data or chart configuration.
Monthly Salary by Team Chart – Use Team and Monthly Salary fields.
Best Situation to Use: For salary comparison across departments or roles.
Recommended Chart Type: Bar Chart for cross-category comparison.
Apply Conditional Coloring to highlight key data points.
Example: Change color to blue for salaries exceeding 20 lakhs.
Duplicate Charts as needed for comparative visual analysis or alternative perspectives.
Expected Joining Date by Team Chart – Use Expected Joining Date and Team fields.
Best Situation to Use: For visualizing the hiring pipeline and timelines.
Recommended Chart Type: Line Chart or Timeline View to show progression over time.
Step 7: Apply Analytical Enhancements
Enable the Summary feature on KPI measures to display high-level performance metrics.
Use Drill-Down and Drill-Through in the Analysis panel for deeper insights.
Step 8: Add Global Filters and Export
Apply a Global Filter (e.g., Team) to dynamically filter data across all charts in the report.
Use the Export feature to download the report in multiple formats (CSV, XLSX, PDF, PPT).
Best Situation to Use: For sharing analytical insights with stakeholders or exporting for offline presentations.
Step 9: Apply Themes and Finalize
Apply Themes to enhance the report’s visual appeal and maintain design consistency.
Click Save to finalize the report.
Add additional KPIs as needed for extended analysis and insights.
Results
A comprehensive, interactive Self-Service Report is created.
Users can explore datasets, uncover insights through charts and KPIs, and export data for further business review.
Best Situations to Use the Self-Service Report
When analysts or business users need to build insights independently without IT or developer support.
For quick visualization and analysis of ad hoc datasets, such as Excel or CSV files.
Ideal for team-level analytics, KPI monitoring, and sharing actionable business summaries.
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