# Creating a Report by Uploading an Excel

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.

  <figure><img src="/files/eUlfx09NIWLGKPNYwTih" alt=""><figcaption></figcaption></figure>

#### 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.

  <figure><img src="/files/O8OjAgnL7YLH0PmXyPvc" alt=""><figcaption></figcaption></figure>

### 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.

{% hint style="info" %}
**Notes:**

* Use **Data Preparation** before visualization to ensure clean and consistent data.
* Apply **Conditional Formatting** to make outliers or key data points more visible.
* Use **Drill-Down Analysis** for multi-level insights, particularly for hierarchical or time-based data.
  {% endhint %}

### 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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