Data Preparation - Inside Report UI

Learn how to create a new report by uploading a file and applying Data Preparation (Data Prep) steps directly in the Report UI before designing and saving views.

This workflow allows you to transform raw uploaded data, apply automated or manual data preparation, and then use the refined dataset to generate reports.

Steps to Create a Report with Data Preparation

1

Access Report Module

• From the Platform homepage, click the Report icon or select Create a Report.

• The Create New Report dialog box opens.

2

Provide Report Details

• Enter a Name for the report.

• Add a Description (optional).

3

Upload Data File

• Select Upload CSV (or Excel, see note below).

• Enter a Data Store Name.

• Specify a Delimiter (CSV only).

• Click Choose File and select a file from the local system.

• The file name appears next to the Choose File option.

• A notification displays progress and confirms successful upload.

Note: For Excel uploads, you will also select a worksheet from the file.

4

Open Data Preparation

• At the bottom of the page, click Data Prep.

• The uploaded data opens in a Data Grid view under the Data Preparation framework.

5

Apply Transformations

• Apply manual Transforms to clean or reshape the data, OR

• Click Auto Prep to automatically apply common transformations.

• Open the Steps tab to view the applied transformations.

  • In Auto Prep, all automated transforms are grouped as a single step.

6

Save Data Preparation

• Provide a Name for the Data Preparation.

• Click Save.

• A notification confirms that the Data Preparation has been saved.

• Click Apply and Close to finalize changes.

• Another notification confirms that the selected Data Preparation has been applied.

7

Create the Report

• Click Create Report.

• A notification indicates that Data Store creation has started.

• Once complete, the new report appears in My Documents.

8

Design the Report View

• The system opens the Design Canvas by default.

• Use drag-and-drop to add Dimensions and Measures to the view.

• Click Save.

• A notification confirms that the View has been successfully created.

• The saved view is added to the final report screen.

Notes:

• The same steps apply for uploading an Excel file instead of a CSV.

• Auto Prep is ideal for quickly preparing raw data, but can be overridden with manual transforms.

• All Data Preparation steps are reusable and tracked in the Steps tab for auditability.

• Reports created with Data Preparation inherit the applied transformations, ensuring cleaner analysis and consistent reporting.