Self-Service Visualization
  • What is a Report?
  • Creating a new Report
    • Accessing the Report Module
    • Create New Report
      • Creating a new Report with an Existing Data Store
        • Creating and Updating Instance
      • Creating a new Report by Uploading a File
        • Creating a new Report by Uploading a CSV File
        • Creating a new Report by Uploading an Excel File
      • Creating a new Report with Data Preparation
        • Create a Report with Data Preparation - Inside the Report UI
        • Create a Report with Data Preparation- Partly from the Data Center
    • Designing a View
    • Saving Multiple Views
  • Design Canvas
    • Dimension Profiling
    • View Measure Summary
    • Customize Category Color
    • Series Properties
    • Create Calculated Field
      • Creating a Formula
        • Record Level Formula
        • Summary Level Formula
      • Creating Range
    • Order by and Limit
    • Adding a Slicer
  • Chart Gallery
    • Mixed chart
    • Area chart
    • Bar chart
    • Bubble chart
    • Column Stack chart
    • Line chart
    • Pie chart
    • Scattered Plot chart
    • TreeMap chart
    • Circumplex chart
    • Pareto chart
    • Semi Gauge
    • KPI Tile
    • KPI Tile: Comparative Tile
    • KPI Tile: Sparkline
    • Map
    • Data Grid
    • Metric Summary
    • Dissolution/Decomposition chart
    • Spider chart
    • Waterfall chart
    • Funnel chart
    • Inverted Funnel chart
    • Heat Map chart
    • Geo chart
    • Sankey chart
    • Word Cloud
    • Candlestick chart
    • Benchmark Analysis
  • Report Final Screen
    • Tab
    • Search
    • Create a New ML View
    • Shared Views
    • Live Refresh
    • Export
      • Export Properties
    • Change Theme
    • Data Store Information
    • Options Assigned to a View
      • Analyse
        • Timeline Play
        • Data Drills
          • Drill Into
          • Drill Through
      • Editing a saved View
      • Duplicate
      • Remove
  • Applying Filters
    • View Specific Filter
      • Dimension-based View Filter
      • Measure-based View Filter
      • Date-based View Filter
    • Global Filter
      • Exclude from the Global Filter
      • Saving a Global Filter
      • Custom View Filter
      • LOV Settings
  • Interactions
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Creating a new Report

The Create Story process gets completed in the following steps:

  1. ​Accessing the Report Module.

  2. Choosing either an existing Data Store or Uploading a File (CSV/ Excel) to Create a New Report.​

  3. ​Creating a View and save it in the Report.

  4. Saving multiple Views on a Report.

Please Note: The steps to create a new Report may vary for users based on how they access the Report module and which option they select to Create a new Report.

PreviousWhat is a Report?NextAccessing the Report Module