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.
Select Reports > Dashboard Designer or Report Designer.
From the upper-right corner, select the Data icon.
From the right corner, select the New Data Worksheet icon.
To start the worksheet, complete one of the following actions:
(Conditional) To browse for a data source, select Database Query, then OK.
(Conditional) To import a data file, select Upload File, then OK.
(Conditional) To open a new worksheet then choose the data source, select Mashup Data, then OK.
(Conditional) To open a new worksheet, select Cancel.
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.
(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.
To save your changes, complete the following steps:
Select Save or Save As.
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.
Exit the Data Worksheet as needed.