Workflow 7
This workflow demonstrates how to create a Self-Service Report using the core features of the BDB Platform. Starting from the homepage, you create a report by entering a name and optional description, uploading an Excel file, specifying the Datastore name, preparing the data using the Data Preparation tool, and finally generating visualizations.
Step-by-Step Instructions
Navigate to the home page and click on "Create Report."
Provide a report name and add a description, if necessary.
Choose the "Excel file" option to create a self-service report.
Enter the data store name and upload the file from the local system.
After the upload is complete, verify the dataset to ensure it's uploaded correctly.
Use the data preparation Module to clean the data.
The data is presented in a grid structure, organized in rows and columns.
It includes tabs for profiling, transformation, and steps.
The auto-prep feature simplifies data cleaning for non-technical users, preparing the data for analysis.
10. Save the data preparation, then click on "Create Report."
11. Use the search bar to find any dimension and measure to create a self-service report
12. Search for "gender," then search again to get the count. If three categories appear instead of two, apply a filter. Uncheck the small case "male" category, then apply the filter. Now, only two categories will be displayed.
13. Search for "team," then search again to get the count. Provide the title as "Candidate Distribution by Team."
14. In the gender distribution chart, enable the interaction feature and check the candidate distribution by team. This will allow insights by clicking on "Male" or "Female" to drill down the candidate count team-wise.
15. Search for "designation" and "expected joining date," then plot a chart for "Expected Joining Date by Designation." Use the date filter option to specify a
range between two dates, and then apply the filter
16. Search for "team," "designation," "skill," "name," and "monthly salary," then plot a chart for "Monthly Salary Breakdown by Team, Skills, Designation, and Name." In the chart, apply the custom view filter from the charting properties, then save it. This filter can be used later on the report page.
17. Use the search bar to find "team" and "experience." Set the order as ascending, then sort by "experience" and limit the results to 5. While typing the number 5, press Alt + Enter, and then create the chart for "Team Experience" sorted in ascending order.
18. Use the search bar to find "team" and "experience." Set the order as descending, then sort by "experience" and limit the results to 5. While typing the number 5, press Alt + Enter, and then create the chart for "Team Experience" sorted in descending order.
19. Finally, provide the report name, apply a theme for visual appeal, and then save the report.
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