> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/self-service-visualization-5/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/self-service-visualization-5/creating-a-new-report/create-new-report/creating-a-new-report-with-data-preparation/create-a-report-with-data-preparation-inside-the-report-ui.md).

# Create a Report with Data Preparation  - Inside the Report UI

Create a new Report by implementing the Data Preparation steps to an uploaded file using the Report UI.

{% hint style="success" %}
*Check out the given walk-through to create a new report on top of an uploaded file that contains Data Preparation steps.*
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FMOg7l5v5ubtZEWNP3yTs%2FCreating%20a%20Data%20Prep%20Report%20from%20the%20Report%20Interface..mp4?alt=media&token=699aafcb-be45-48be-9002-60c9b4375eb0>" %}
***Creating a new Report based on an uploaded file with Data Preparation steps***
{% endembed %}

Please follow the below-given steps to create a new report based on an uploaded file containing the Data Preparation Steps:

* Click the Report icon or Create a Report option from the Platform homepage.&#x20;
* The Create New Report dialog box opens.
* Provide the name of the Report.
* Describe the Report.
* Click the Upload CSV option to upload a CSV file.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FEUVYhHa3gt9HvYRDcpAX%2Fimage.png?alt=media&amp;token=f730e519-c900-4ee6-a7c4-af0a83e0822a" alt=""><figcaption></figcaption></figure>

* Provide a name for the Datastore.
* Click the ***Choose File*** option to select and upload a file from the local system.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FYtwPUgAum84EhQE2CXHm%2Fimage.png?alt=media&amp;token=31feb3a6-5200-4cf3-8760-311da8b8f63b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>* After selecting the Upload CSV file a field to mention the delimiter appears on the ***Create New Report*** page.
{% endhint %}

* The selected file's name appears next to the ***Choose File*** option.
* A notification flashes to inform you that uploading the selected file may take a few moments.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FAtgyFRFisVvvPvA8qCvi%2Fimage.png?alt=media&amp;token=cd8f46ca-85e3-4dba-843d-5a1ec701d219" alt=""><figcaption></figcaption></figure>

* A notification message appears to ensure that the file is successfully uploaded.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2F5glHN3tL7xtbfnASJOb9%2Fimage.png?alt=media&amp;token=a661a58d-4ce6-48f1-b3de-2d7836b21d70" alt=""><figcaption></figcaption></figure>

* Click the ***Data Prep*** option provided at the bottom of the page.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FzhqMaQAcDCG4oC0xfbr9%2Fimage.png?alt=media&amp;token=3be1116c-5eda-4e2a-bb43-41c8ec68a2e8" alt=""><figcaption></figcaption></figure>

* The data of the selected CSV file opens in the Data Grid format under the Data Preparation framework.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FRfL47b85KILoTqvUAJbk%2Fimage.png?alt=media&amp;token=9becf61d-e2f6-4791-ab70-b24caff30bdd" alt=""><figcaption></figcaption></figure>

* Apply the required Transforms. or Click the Auto Prep option to apply the auto-mated transforms to the selected data (In the below-given image the ***Auto Prep*** option has been chosen).

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FIfnJm8BujO4IChuqAoJG%2Fimage.png?alt=media&amp;token=62646d9a-4c1c-4bee-b821-19d49e9188a7" alt=""><figcaption></figcaption></figure>

* Open the ***Steps*** tab to see the applied Data Preparation steps (In this case, all the transforms part of the Auto Prep appear as a single step).
* Provide a name for the Data Preparation.&#x20;
* Click the ***SAVE*** option.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2F5DHSeuzbTZiNeXnEheGO%2Fimage.png?alt=media&amp;token=31b0ae65-c2ac-47e6-b829-41721f376c92" alt=""><figcaption></figcaption></figure>

* A notification message ensures the user that the ***Data Preparation*** has been successfully applied.
* Click the **Apply and Close** icon.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2Fo8Z5NCYPydcK0pl7YZbJ%2Fimage.png?alt=media&amp;token=b46dc0b2-4a03-47c0-a012-290ce1d669d0" alt=""><figcaption></figcaption></figure>

* A notification ensures that the selected Data Preparation has been applied.
* Click the ***Create Report*** option.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FniZ2PC7ierXgHqmrVZkL%2Fimage.png?alt=media&amp;token=b99439e9-7f9c-486f-89b1-f5f1b34ed44b" alt=""><figcaption></figcaption></figure>

* Another notification message informs the users that the Data Store creation process has been started and a status notification will be sent shortly.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FoUgdGn2t03P86va1C2FR%2Fimage.png?alt=media&amp;token=c87d7b33-5f16-4589-99a8-25194dc99d8d" alt=""><figcaption></figcaption></figure>

* The report gets created under My Documents, and the Design canvas of the report opens by default.
* Create a ***View*** by drag and drop of the required Dimensions and Measures.
* Click the ***Save*** option to save the View.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FxTK5EPlh3VIWMcYTlEea%2Fimage.png?alt=media&amp;token=bbc2f007-dcb5-4f75-aafe-40edaff3d83a" alt=""><figcaption></figcaption></figure>

* A notification message appears to ensure that the View has been created successfully.
* The newly created View gets Saved to the final screen of the Report.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FWT2bgbXUECiTVjPnh6jh%2Fimage.png?alt=media&amp;token=a7b9dd16-4885-4aa5-b4ba-a6db9dbba844" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The same steps can be applied to an uploaded Excel file to create a Report.*
{% endhint %}