Use Data Worksheets to Build a Dashboard or Report

Data worksheets define the base for the reports and dashboards. Using data worksheets allows you to freely manipulate different data origins and generate a final set of results that can be used for reports and dashboards.

1. Select Reports > Dashboard Designer or Report Designer.

2. From the upper-right corner, select the Data icon.

3. From the right corner, select the New Data Worksheet icon.

4. To start the worksheet, complete one of the following actions:

   4a (Conditional) To browse for a data source, select Database Query, then OK.

   4b (Conditional) To import a data file, select Upload File, then OK.

   4c (Conditional) To open a new worksheet then choose the data source, select Mashup Data, then OK.

   4d (Conditional) To open a new worksheet, select Cancel.

5. Drag and drop the fields, tables, or queries that you want to include in the dashboard or report.

   Alternatively, you can create tables, then link them using unions or joins.

   Using joins to show correlations between data sources like CSV files and event charts might cause slow performance depending on the size of the files. For larger data sources, see Use Pre-Populated Search Results.

6. (Conditional) To refine the design, select one of the following options from the Preview pane.

   For example, you can sort and reorder the columns or change the data mode.

   Be sure to hide or remove fields that you don't need for your dashboard or report.

7. To save your changes, complete the following steps:

   7a Select Save or Save As.

   7b Specify the folder where you want to save the worksheet.

   Do not specify the Standard Content folder, which is reserved for the built-in reports and dashboards.

   When you create a custom report, do not base that report on any existing Standard Content DataWorksheet. Instead, create a new DataWorksheet or use the DataSource/table selection options.