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.

Prerequisites:

• Access to the Homepage, Self Service Report module, and permission to create/save reports.

• A local Excel/CSV file is ready to upload.

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.

  

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.

  
• 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.

  
• 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.

  

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.