Using 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.

NOTE: Only Standard Content data worksheets are available as data sources for reports and dashboards in the SaaS environment.

To use data worksheets:

  1. Select Reports > Dashboard Designer.
  2. To browse for a data worksheet, click Data Worksheet > Standard Content.
  3.  Select a data worksheet, and then click OK.
  4. 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.
  5. (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.
  6. To save your changes, click Save or Save As.
  7. Specify the folder where you want to save the worksheet.
    8. CAUTION: Do not specify the Standard Content folder, which is reserved for the built-in reports and dashboards.
  8. Exit the Data Worksheet as needed.