InetSoft Enterprise Business Intelligence Video Training Resources

These videos pertain to Style Intelligence versions 12.2 and previous.

Many of the lessons, tips, and tricks learned here can be applied across a variety of InetSoft applications. With this video resource gallery, learn the basics about using a dashboard and browse the catalog of technical materials and webinars for mastery of advanced visualization techniques.

Style Intelligence: Training Guide

Beginner Topics

Using a Dashboard

Adding filters
Annotations
Bookmarks
Chart editing, sorting and drilldowns
Chart features
Crosstab editing, exporting and drill-down
Dashboard Toolbar
Filtering, Selection and Input components
Table filtering, sorting and exporting

This video also applies to:

Style Intelligence
Style Scope

Using a Report

View, print, email, export reports
Create new reports and modify existing reports using the Ad Hoc tools
Report toolbar
Ad Hoc Wizard
Ad Hoc report editing

This video also applies to:

Style Intelligence
Style Report

Using Dashboards

Distributing a Dashboard

Exporting a dashboard
Emailing a dashboard

This video also applies to:

Style Intelligence
Style Scope

Accessing Your Data

Creating a Data Set Manually

Creating a new data set by manually typing data
the column data type for an embedded table
Renaming a data set column
Adding columns and rows to an embedded table
Renaming a data set in a Data Worksheet
Saving a modified data set

This video also applies to:

Style Intelligence
Style Scope

Advanced Topics

Report Bursting

Set up report bursting to efficiently send thousands of reports with content customized for each recipient

This video also applies to:

Style Intelligence
Style Report

Annotating a Dashboard

Adding a dashboard-level, component-level and data-level annotation
Formatting, Editing, Sharing and Deleting an annotation
Hiding and showing annotations

This video also applies to:

Style Intelligence
Style Scope

Bookmarking a Dashboard

Using a bookmark to save dashboard settings
Creating a new bookmark
Saving dashboard settings into an existing bookmark
Deleting a bookmark
Setting sharing properties for a bookmark
Using a bookmark to set default dashboard filters and properties

This video also applies to:

Style Intelligence
Style Scope

Style Intelligence: Training Playlists

Creating Tables

Creating a Basic Table

Two ways to create a new table
Assigning a global table style
Resizing, Moving and Deleting columns
the title and column header labels
Aligning and formatting data in a table
Filtering a table with flyover view
Exporting table data to Excel
Expanding a table when printing a dashboard

This video also applies to:

Style Intelligence
Style Scope

Automatically Filtering a Table

Dynamically filtering a table to display details for a chart

This video also applies to:

Style Intelligence
Style Scope

Exporting Dashboard Data

Exporting aggregated data from a chart to an Excel file
Exporting detail data from a chart to an Excel file
Exporting data from a table to an Excel file

This video also applies to:

Style Intelligence
Style Scope

Creating Charts

Creating a Basic Chart	Adding a chart component to a dashboard Representing groups with color, shape, size, and text the chart type and the color of groups on a chart Moving the chart legend, Hiding axis labels Using the chart tooltip Converting measure to dimension (and vice versa) Setting properties for dimensions and measures Displaying and Formatting values on a chart	This video also applies to: Style Intelligence Style Scope
Creating a Pie Chart	Adding a chart component to a dashboard Hiding axis labels Adding dimensions and measures to a chart pie chart colors and color palette Displaying values on a chart Formatting values on a chart Displaying values as percent of total	This video also applies to: Style Intelligence Style Scope
Creating a Bubble Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard Adding dimensions and measures to a chart the chart type to a point chart Using bubble size to represent a measure	This video also applies to: Style Intelligence Style Scope
Adding Trend Lines to a Chart	Adding trend lines to a chart Projecting trend lines into the future	This video also applies to: Style Intelligence Style Scope
Displaying Multiple Measures on a Chart	Adding a chart component to a dashboard the chart type to a point chart Adding multiple measures to a chart axis Adding multiple measures using visual coding Displaying multiple measures on a secondary axis the color mapping for a measure the aggregation method for a measure	This video also applies to: Style Intelligence Style Scope
Displaying Multiple Dimensions on a Chart	Adding a chart component to a dashboard Positioning a chart on the dashboard Adding dimensions and measures to a chart Adding multiple dimensions to a chart axis Adding multiple dimensions using visual coding Adding a dimension using the tooltip the color mapping for a dimension	This video also applies to: Style Intelligence Style Scope
Creating a Dual-Axis Chart	Adding dimensions and measures to a chart Adding multiple measures to a chart axis Displaying multiple measures on a single axis Displaying multiple measures on a dual left/right axis the chart style Formatting axis labels	This video also applies to: Style Intelligence Style Scope
Creating a Map Chart	the chart type to 'Map' Adding a geographical dimension and measure to a map, geographical level Drawing a path through points on a map Manually matching geographical field values to map values Displaying geographical names on a map Zooming a map Creating a map based on longitude and latitude data	This video also applies to: Style Intelligence Style Scope
Creating a Grid of Charts	Adding dimensions and measures to a chart Adding multiple measures and dimensions to a chart axis Displaying multiple measures on a single axis Displaying multiple measures on a dual left/right axis Changing the date grouping level Adding multiple dimensions using visual coding Changing the density of the chart grid	This video also applies to: Style Intelligence Style Scope

Grouping Data

Grouping Data in a Data Set	Grouping and aggregating data in a data set Joining grouped and detail data	This video also applies to: Style Intelligence Style Scope
Grouping Data in a Chart	Grouping data on the X or Y axis Changing the grouping level for date fields Grouping data by using visual formats (shape, size, text) Creating ad hoc groups by merging existing groups Creating hierarchical groups for date and categorical fields.	This video also applies to: Style Intelligence Style Report Style Scope
Grouping Data in a Crosstab	Grouping data in a row or column header Changing the grouping level for date fields Creating ad hoc groups by merging existing groups Creating hierarchical groups for date and categorical fields	This video also applies to: Style Intelligence Style Scope
Displaying a Single Aggregate Value	Displaying aggregated data in a Text component. Displaying aggregated data in a Gauge component Formatting data in a Text or Gauge component Changing the aggregation method for aggregated data	This video also applies to: Style Intelligence Style Scope
Grouping Data Dynamically	Changing grouping and aggregation dynamically via ad hoc editing Disabling end-user ad hoc editing for chart and crosstab Changing grouping and aggregation using Form components	This video also applies to: Style Intelligence Style Scope
Drilling Down in Grouped Data	Displaying detail data for a chart or crosstab Exporting detail data for a chart or crosstab Drilling down using fly-over, data tip, hyperlink Drilling down using a Selection Tree	This video also applies to: Style Intelligence Style Scope

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Filtering Data

Filtering Date Ranges	Filtering date ranges with a range slider, calendar, ad hoc filter Filtering date ranges with a dashboard-level and data set-level condition Opening a dashboard's data set for editing	This video also applies to: Style Intelligence Style Scope
Filtering Categorical Data	Filtering categorical data with a selection list, selection tree, and ad hoc filter Creating multiple columns in a selection list Modifying the selection tree hierarchy Displaying an aggregate in a selection list/tree Filtering categorical data with dashboard-level condition and dataset-level condition Opening a dashboard's dataset for editing	This video also applies to: Style Intelligence Style Scope
Filtering Numerical Data	Filtering numerical data with a range slider, selection list, and ad hoc filter Setting range slider, and selection list properties Filtering numerical data with a dashboard-level condition and a dataset-level condition Opening a dashboard's data set for editing	This video also applies to: Style Intelligence Style Scope
Filtering with Parameters	Adding and populating combobox, radiobutton and spinner Setting dashboard condition parameters using form components and scripted expressions Setting dataset condition parameters using form components Automatically prompting the user for parameter values Renaming a component Adding a label to a dashboard component	This video also applies to: Style Intelligence Style Scope

Filtering (Ranking) the 'Top N' Groups	Ranking (filtering) top N groups in a chart by aggregate value Sorting groups in a chart by aggregate value Ranking (filtering) top N groups in a crosstab by aggregate value Ranking (filtering) top N values in data set based on pre-aggregate data Ranking (filtering) top N groups in data set based on post-aggregate data	This video also applies to: Style Intelligence Style Scope
Filtering Aggregated Data	Filtering aggregated chart data with an ad hoc filter Filtering aggregated crosstab data with an ad hoc filter Filtering aggregated data at the datase-level	This video also applies to: Style Intelligence Style Scope
Filtering Data Directly on a Chart	Filtering aggregated chart data with an ad hoc filter Filtering a chart by brushing Filtering a chart by zooming data Filtering a chart by excluding data	This video also applies to: Style Intelligence Style Scope
Filtering Data on the Data Layer	Creating a simple filter condition using an AND operator Creating an advanced filter condition using an OR operator Filtering a data set that does not support conditions Filtering the data set vs. filtering the dashboard	This video also applies to: Style Intelligence Style Scope
Eight Ways to Filter Data	Filtering at the data set level Filtering with selection components Filtering data directly on a chart Filtering with ad hoc selections Filtering with a flyover view Filtering with a data tip Filtering with a component condition Filtering with a highlight	This video also applies to: Style Intelligence Style Scope
Filtering with Hierarchy	Filtering with a selection tree Searching a selection tree Searching a selection tree Modifying selection tree hierarchy Displaying a measure on a selection tree	This video also applies to: Style Intelligence Style Scope
Filtering Multiple Dimensions	Filtering with a selection list Filtering with multiple selection lists and trees Understanding selection list and tree symbols	This video also applies to: Style Intelligence Style Scope
Filtering Across Multiple Dashboards	Sharing filters between modules in a composite dashboard Hiding components in an embedded dashboard Sharing filters with a drill-down dashboard Hiding components in a drill-down dashboard	This video also applies to: Style Intelligence Style Scope
Limiting the Size of a Data Set	Applying a filtering condition to a data set Filtering a data set that does not support conditions	This video also applies to: Style Intelligence Style Scope

Data Mash-Up

Joining Data Sets

Mashing up data sets using an inner join, outer join, inequality join and multiple joins
Changing an inner join to an outer join
Mashing up more than two data sets using joins
Viewing data in a dataset
Setting a dataset as "Primary" in a Data Worksheet
Renaming a dataset in a Data Worksheet
Hiding a dataset column
Saving a modified data set

This video also applies to:

Style Intelligence
Style Scope

Concatenating Data Sets (Union, Intersection, Minus)

Mashing up data sets using a union, intersect, and minus (difference) concatenation
Preserving duplicates in a union concatenation
Renaming a data set in a Data Worksheet
Viewing data in a data set
Changing the concatenation type
Setting a data set as Primary in a Data Worksheet
Saving a modified data set

This video also applies to:

Style Intelligence
Style Scope

Changing a Join Type

Changing an inner join to an outer join
Adding joins to a joined data set
Modifying joins in a joined data set
the join operator in a joined data set
Saving a modified data set

This video also applies to:

Style Intelligence
Style Scope

Laying Out a Dashboard

Sizing a Dashboard for Different Devices and Print	Defining a dashboard layout for devices of different sizes Defining a dashboard layout for print Previewing a device or print layout	This video also applies to: Style Intelligence Style Scope
Creating a Multi-Level Dashboard	Placing components into a tabbed interface tab labels Grouping multiple components into a single tab Removing a tab from the tabbed interface Deleting a tabbed interface	This video also applies to: Style Intelligence Style Scope
Styling a Dashboard	Adding an image/logo to a dashboard Using a shape component or image as a background Locking a background in place Scaling a dashboard to fit the screen Previewing a dashboard	This video also applies to: Style Intelligence Style Scope
Highlighting Data	Applying conditional formatting (highlights) to a chart Applying conditional formatting to a table Applying conditional formatting to text and images the stacking order of highlights	This video also applies to: Style Intelligence Style Scope
Building Interactivity with Form Components	Using the ad hoc crosstab editor and ad hoc chart editor Disabling ad hoc editing for charts and crosstabs dimensions on a chart dynamically using a Form component Hiding and showing a crosstab grand total dynamically top-N ranking dynamically Adding a label to a Form component	This video also applies to: Style Intelligence Style Scope
Hiding and Showing Dashboard Components	Combining components into a tabbed interface Controlling component visibility with Form components Showing a component in place of the chart or crosstab tooltip Using the ad hoc editor for charts and crosstabs Showing chart or crosstab details Controlling component data display with Form components Showing a component as a pop-up for text or image	This video also applies to: Style Intelligence Style Scope

Performing Calculations

Where to Perform Calculations	Adding an expression column to a data set Adding a calculated field to a dashboard Benefits of data-level and dashboard-level calculations	This video also applies to: Style Intelligence Style Scope
Performing Calculations on Aggregated Data	Grouping and aggregating a data set Creating a mirror of an aggregated data set Adding an aggregate-level expression column to a data set Designating a primary data set Adding an aggregate-level calculated field to a dashboard Creating a new aggregated field for a calculation	This video also applies to: Style Intelligence Style Scope
Performing Calculations on Detail Data	Adding an detail-level expression column to a data set Adding a detail-level calculated field to a dashboard	This video also applies to: Style Intelligence Style Scope
Performing String Calculations	Adding an expression column to a data set Adding a calculated field to a dashboard Concatenating strings. Selecting a substring from a string. Converting a string to uppercase.	This video also applies to: Style Intelligence Style Scope
Performing Date Calculations	Adding an expression column to a data set Adding a calculated field to a dashboard Computing the difference between dates Adding and subtracting days from an existing date Displaying today's date as text on a dashboard Formatting a date, creating a new date object, and setting text contents in script	This video also applies to: Style Intelligence Style Scope

Creating Crosstabs/Pivot Tables

Creating a Crosstab/Pivot Table	Adding a crosstab/pivot table to a dashboard Applying visual styles to a crosstab aggregation method, crosstab title, header labels, the grouping level for a date field Setting sorting and ranking for a row or column dimension Drilling down in hierarchical row or column dimensions Placing crosstab measures side by side Formatting data in a crosstab	This video also applies to: Style Intelligence Style Scope
Creating an Advanced Crosstab	Create a row header hierarchy within a single column Create heterogeneous groupings within the column headers	This video also applies to: Style Intelligence Style Scope
Understanding Chart/Crosstab Dimensions & Measures	Adding dimensions and measures to a chart and crosstab Adding multiple dimensions to a chart axis Adding multiple dimensions using visual coding Adding multiple measures to a chart axis Adding multiple measures using visual coding Setting aggregation method for a crosstab measure	This video also applies to: Style Intelligence Style Scope
Creating a Crosstab with Formula Cells	Converting a crosstab into a freehand table Adding formulas/expressions into a table Adding multiple independent dimensions into a crosstab Creating a freehand table from scratch Inserting columns and rows, Adding static text, and Formatting data in a freehand table the direction of grouping cell expansion Using a form component in a formula	This video also applies to: Style Intelligence Style Scope

Style Intelligence: Training Webinars

Style Intelligence: Webinars 2014

Creating A Simple Dashboard	First of InetSoft's free end-user training series	This video also applies to: Style Intelligence Style Scope
Adding Charts to a Dashboard	Training for InetSoft's BI dashboard application	This video also applies to: Style Intelligence Style Scope
Adding Tables to a Dashboard	Add detail and summary tables to an interactive dashboard.	This video also applies to: Style Intelligence Style Scope
Adding Filters to a Dashboard	Another in the series of business intelligence product training from BI pioneer InetSoft	This video also applies to: Style Intelligence Style Scope
Setting Dashboard Properties Dynamically	Make a dashboard look different based on specific conditions	This video also applies to: Style Intelligence Style Scope
Improving Dashboard Appearance	Making an information dashboard more appealing to end-users	This video also applies to: Style Intelligence Style Scope
Creating a Modular Dashboard	Create a dashboard that can be combined with other dashboards for an efficient information-packed interactive view of performance data	This video also applies to: Style Intelligence Style Scope
Adding Drill Downs to a Dashboard	Advanced product training	This video also applies to: Style Intelligence Style Scope
Formatting Data in a Dashboard	Conditionally format data points in an interactive dashboard	This video also applies to: Style Intelligence Style Scope

Style Intelligence Webinars 2015

Scheduling Tasks and Creating Alerts	Create automated tasks for archiving snapshots, updating cache, monitoring and trigger-based alerts, and daily report distributions	This video also applies to: Style Intelligence Style Scope
Mashing Up Data	Mash up different data sources with a simple drag and drop action using InetSoft BI tool Make dashboards and visual reports from the resulting combination	This video also applies to: Style Intelligence Style Scope
What If Analysis	Create what if analyses	This video also applies to: Style Intelligence Style Scope
Advanced Selection in Dashboards	Basic and advanced methods for making selections and filtering interactive dashboards	This video also applies to: Style Intelligence Style Scope
Creating Custom Maps	Make an interactive chart that uses a map where your regions are customized, for instance for sales regions that include several states or countries	This video also applies to: Style Intelligence Style Scope
Chart Comparisons	Advanced options for making visual comparisons in a chart, whether it's in an executive dashboard or an analytical visualization	This video also applies to: Style Intelligence Style Scope
Using Calculated Fields and Expression Columns	Create mathematical expressions to make KPI's on the fly for use in dashboards, reports and visual analyses	This video also applies to: Style Intelligence Style Scope
Using Database Write-Back	Create interactive web applications for viewing and updating data using InetSoft's business intelligence application	This video also applies to: Style Intelligence Style Scope
Setting Permissions	Set various levels of permissions on dashboards, folders, and even data cells	This video also applies to: Style Intelligence Style Scope
Crosstabs and pivoting data	Create interactive crosstab views to pivot your data and slice and dice your data with InetSoft's business intelligence application	This video also applies to: Style Intelligence Style Scope
Creating data caches	Create high-performance data caches which boost the speed of interactive data visualizations and dashboards and enable big data analytics	This video also applies to: Style Intelligence Style Scope
Using freehand tables	Use a freehand table to create exactly the type of data table you want to display in your dashboard or visual report Mix data, calculations, and labels just like you can in a spreadsheet	This video also applies to: Style Intelligence Style Scope

Style Intelligence Webinars 2016

Localizing and translating a dashboard	Learn how to insert or select local language strings for labels and interaction elements for a dashboard or data visualization	This video also applies to: Style Intelligence Style Scope
Laying out a dashboard for mobile devices	Leverage InetSoft's built-in mobile device screen size templates to efficiently design one dashboard to suit the most common phones and tablets	This video also applies to: Style Intelligence Style Scope
Adding a script to a dashboard	Learn how to control even more aspects of an interactive data visualization from formatting to KPI calculation.	This video also applies to: Style Intelligence Style Scope
Grouping and aggregating data in a Data Worksheet	Learn how organize data to be used in a dashboard or visual analysis. Perform OLAP functions without using a data warehouse.	This video also applies to: Style Intelligence Style Scope
Filtering data in a Data Worksheet	Learn how to add filters at the data access level to speed up the presentation of a dashboard or visual analysis at the end user level	This video also applies to: Style Intelligence
Creating A Simple Report	See how easy it is to create a simple report using InetSoft's data intelligence and dashboarding software	This video also applies to: Style Intelligence
Adding Charts and Tables	Learn how to add charts and tables to a paginated report that is distributed as a pdf to individuals or groups on an automated scheduled basis	This video also applies to: Style Intelligence Style Scope
Creating a Parameterized Report	Learn how to create a report where the viewer selects or provides inputs to prepared questions in order to get the version they want	This video also applies to: Style Intelligence Style Report
Creating a modular report	Learn how to create a report with multiple elements including charts and tables	This video also applies to: Style Intelligence Style Scope

Style Intelligence: Evaluation

Style Intelligence Evaluation Guide

Part 1 -- Data Source Connection	Creating a connection to a relational database	This video also applies to: Style Intelligence Style Scope Style Report
Part 2 -- Importing Data	Importing a Text or Excel file into a Data Worksheet	This video also applies to: Style Intelligence Style Scope
Part 3 -- Data Worksheet	Creating a Data Worksheet and data mashup	This video also applies to: Style Intelligence Style Scope
Part 4 -- Dashboard Design	Creating a dashboard	This video also applies to: Style Intelligence Style Scope
Part 5 -- Report Design	Creating a production report	This video also applies to: Style Intelligence Style Report
Enterprise Product Evaluation Guide (Complete)	Introduction to Style Intelligence for users who are evaluating the software for purchase. Quickly explains the basics of creating a data source, creating a dashboard, and creating a report	This video also applies to: Style Intelligence Style Scope Style Report
Creating a modular report	Learn how to create a report with multiple elements including charts and tables	This video also applies to: Style Intelligence Style Scope