Get started with Intelligence sheets

The Intelligence sheet provides a no-code, end-to-end reporting experience that brings all your data visualization needs together on a single platform. This article details the steps to get started with your first Intelligence sheet.

Create an Intelligence sheet

1. Select New Intelligence Sheet or select the Intelligence sheets icon from the landing page. Select the Blank Canvas option.

   
2. Select the icons on the right-hand side of the canvas to open the Data and Visualizations panes.

   
3. Select a data presentation format (such as Gantt, Matrix, KPI, or Chart) from the Visualizations pane.

   

4. Assign measures and dimensions to the visual to display it on the canvas.

   

Import data from Excel and CSV files

1. Expand the Queries section in the Data pane.

2. Select Add, then choose the upload format (Excel or CSV).

   

3. Select the file for upload, then choose the sheet.

   

Enable the toolbar

A key feature of the Intelligence sheet is its high level of customization. You can tailor reports to the specific needs of your audience. Each visual includes a dedicated toolbar that provides options for formatting, configuration, and accessing built-in features.

After adding the visual to the canvas and assigning data, hover over the visual and select the arrow icon to enable the toolbar.

Add charts

1. Select the Charts 100+ visual to add a chart.

2. Use the Visualization pane to search for a specific chart type, select an IBCS chart, or choose a chart from the Special charts section.

3. Select data from the Data and Visualizations panes to assign dimensions and measures. The chart is rendered in the canvas.

   

Create tabular reports

1. Select the Matrix visual and assign row and column dimensions to create matrix tables. Matrix visuals support hierarchical dimensions in rows and columns.

   
2. Select the Table visual and assign row dimensions to create flat tables.