Create a Report

To create Dashboard Report, first login to your SpreadsheetWEB account and click "Add Report" from the applications tab:

Select "Add Report" to create a new dashboard report.

A dashboard report can be created from two types of data sources. First type is the data collected and associated with an existing SpreadsheetWEB application. User need to select "dashboard report" as the Report Type to access these data sources. Second type of data source is Microsoft SQL Server Analysis Services (SSAS) data or cubes. Upon selecting Cubes option from Report Type will first produce a list of SSAS servers on the network.

Note Note that connection strings for those servers have to be entered in the web.config file. Contact your system administrator to include your server information. Selecting a server from the list will populate the next combobox with a list of cubes available.

Add/Edit dashboard report page.

In this screen, you have choice to name your report as well as choose what type of report you like to create.

Name of the Report: Provide a name of the report in this field

Report Type: Choose Dashboard from the list to create your dashboard. Currently, there are three selections: "External Report", "Dashboard Report", and "Cubes". Additional report types will be added in future versions of SpreadsheetWEB

Linked File: Choose the SpreadsheetWEB database application which dashboard report will be created for. Note that only database enabled SpreadsheetWEB applications will be listed here.

Add to group: Choose or create a group where this report will belong to. Only members of that group will have access to your dashboard report.

Notes: Enter any necessary notes or comments you want to add to this report.

Edit Report: Click on this link to start your report for editing or creating a new one.
Once all the fields are filled press the save link to all options and click on "click here to edit report" to start the new report for editing or creating. A new browser window will open.

You can use menu items to create your dashboard. There are four menu items on SpreadsheetWEB dashboard report editor. They are File, Edit, Insert, and View.

Insert Menu item is the most important menu item in dashboard report editor. A dashboard report can consist of six components: Tab, Filter, Grid, Chart, Pivot, and Map.

By simply inserting individual components you can create your dashboard step by step. For example let's first insert a Grid. It will allow us to see what data fields exist in the source data.

You will see a list of available data fields in the box. You can select individual fields by pressing on Ctrl button and clicking data fields at the same time. When done, press ">" to move selected fields to the box on the right hand side. Alternatively, you can press ">>" button to display all fields.

Note All data fields in the "Selected Fields" box will be displayed in the Grid window.

You can use "<" button after selecting fields in the "Selected Fields" box to remove them from the Grid.

When done, press "Save" button to insert the Grid window into the dashboard. You can move and resize the grid window in any way you like.

Typically, the next step in dashboard reporting is inserting Filters. Simply select "Insert Filter" from Insert menu.

Choose a field from the "Data Field" list and corresponding filter type from "Filter Type" menu. Give it a name and press Save.

A new window called "Filter Panel" with your filter will be created. Pressing on any options in the filter will update the data displayed in the Grid window with respect to selected year. You can also select multiple years by pressing on Ctrl button at the same time.

Now let's add a chart into the dashboard. Select "Insert Chart" from the Insert menu. It will open "Insert/Edit Chart" window where you can chose from a list of Chart Types. Once a chart type is selected, corresponding data options will be loaded. Press Save after selecting all data fields. Selected chart will be inserted into the dashboard.

Note Note that you can also control various formatting options from the "Layout" and "Format" tabs.

Filtering data now will update both Grid and Charts.

You can keep adding components from the Insert menu until you create your dashboard report.

Note that when a single page is not enough, you can add Tabs and create additional pages for your report. Applying filters will update all pages in your report.

When done, press Save from File menu to publish the report to SpreadsheetWEB server. Once published you can share this report with your users. You can give them read-only access where they can only run filters in the report. Or you can give them access to edit and update the report layout.

SpreadsheetWEB Dashboard Reports can be created in a matter of minutes and require no expertise to build or to use

OR Check out the online video!