# How to Create a Self-Service Report from the Homepage (Excel/CSV)

Transform an Excel/CSV file into a polished **Self-Service Report**—all starting from the **Homepage**. You’ll upload the file, clean it with **AutoPrep**, create a **Data Store**, and then design insights with charts, filters, drill-downs, and KPIs.

{% hint style="warning" %}
**Prerequisites:**

* Access to the **Homepage**, **Self Service Report** module, and permission to create/save reports.
* A local **Excel/CSV** file is ready to upload.
  {% endhint %}

### Phase 1 — Start a Report & Upload the File

* On the **Homepage**, click **Create** → **Create Report**.
* Enter a **Report Name** (and optional description).
* Choose your **Excel/CSV** file from your machine.
* Assign a **Data Store Name** for the uploaded file and **upload**.

  <figure><img src="/files/VFDHfUGw8THzW79qfH0U" alt=""><figcaption></figcaption></figure>

### Phase 2 — Prepare Data & Create the Data Store

* When the dataset opens in a **grid view** (rows/columns), click **AutoPre**.
* Use **AutoPrep** to remove anomalies—delete **invalid or empty rows**.
* Click **Save** to persist the cleaned data.&#x20;

  <figure><img src="/files/04DvES1gRZSzsumBn9CE" alt=""><figcaption></figcaption></figure>
* A notification confirms that **Data Store creation has started**.
* Click **Create Report** to proceed to the **Report Design** page.

### Phase 3 — Get Oriented on the Design Page

* **Left pane**: the created **Data Store** with **Dimensions** and **Measures**.
* **Right pane**: **Save** button, **Charting Library**, **Filters**, **Chart Interactions**, **Datastore list**, and **Create Calculated Fields**.

### Phase 4 — Build the Views

#### Create a KPI / First Chart

* Use the left pane to **search** for **Gender**, get a **count**, and plot a chart.
* Customize: **bar size**, remove **precision** values, and set a **Display Name** for Gender.
* Add a **Chart Title** (header), **Save View**, align the chart, and **Save Report**.

  <figure><img src="/files/eM4MO1j5pg7u08thSCuv" alt=""><figcaption></figcaption></figure>
* Click **Create a New View**.

#### Tree Map — Monthly Salary by Team

* New view: select **Tree Map**.
* Bind **Monthly Salary** (measure) and **Team** (dimension).
* Enable **Gradient** for visual impact.
* Set **Display Name** for Monthly Salary and a **Header Title** → **Save View** and align.

#### Bubble — Experience vs Team

* New view: choose **Bubble Chart**.
* Bind **Experience** (measure) and **Team** (dimension).
* Set **Precision = 0**; assign **Display Name** for Experience.
* Add a **Title**, **Save View**, and align.

#### Data Grid — Candidate Details

* New view: select **Data Grid**.
* Add dimensions **Name**, **Previous Organization**; measure **Previous CTC**.
* Customize columns: **ascending** order for Name, update **Display Names**, adjust **background color**, **font size**, and **font weight**.
* Title View **Candidate Details** → **Save View**.

### Phase 5 — Enhance with Filters, Drill-Down, Themes & Exports

#### Filters

* Add a **Gender** filter (e.g., **Male**) to view Previous CTC, Offered CTC, and Monthly Salary for male candidates.
* **Reset** the filter to return to the full dataset.

  <figure><img src="/files/w3rv8bcnypoQKxHsMTSf" alt=""><figcaption></figcaption></figure>

#### Drill-Down (Expected Joining Date)

* Use the **Expected Joining Date** as a time dimension in a chart.
* Drill down across specific date ranges: **double-click** the view, select a bar, choose **Drill Through**, then pick a **month** to see detailed dates.

#### Interactions

* In the right pane, go to **Edit → Interaction**.
* **Enable Interactions** and select the chart(s) to link.
  * Example: Click a **Skill** to update the **Total Offered CTC by Team** chart.
* **Save** the view.

#### Timeline Play (Optional Dynamic Analysis)

* Right pane → **Analyse → Timeline Play**.
* Choose the time dimension, set **Interval = Monthly**, pick **Start/End** dates, set **Delay**, and **Start** to animate changes over time.

#### Theme

* Apply a **Visualization Theme** to standardize colors and typography across the report.

#### Export

* **Export** the final report in supported formats for sharing/consumption.

### Outcome

You’ve created a complete **Self Service Report** directly from the **Homepage**, turning raw Excel/CSV data into clean, visually compelling insights—with filters, drill-downs, interactions, KPIs, and exportable views.


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