Business Intelligence Training Resources

Learning InetSoft's robust BI software is even easier with a wide range of training materials and a series of live complimentary webinars.

Recordings can be viewed below.

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InetSoft Detailed Documentation

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InetSoft's Video Training Resources

Learn the fundamentals of using InetSoft's solution in a variety of short, easy to follow training videos.

Prepare Your Data
Create Dashboards
Webinars

Prepare Your Data

Upload Data
  • Upload data into an embedded table
  • Edit the embedded table

    • Create a New Data Field
  • Create a calculated field at the dashboard level
  • Field can be built on detail or aggregate data

    • Change a Concatenation
  • Switch between the different concatenation types
  • Covers Union, Intersection, and Minus concatenations

    • Create a Union
  • Create a union between two or more datasets

    • Convert to Embedded Data
  • Convert a regular data block into an embedded table

    • Enter Embedded Data
  • Manually enter data into a data block

    • Create a Data Set


  • Create a new data worksheet
  • Construct a data block from a database table, query, or data model

    • Create a New Data Field
  • Add a new data field by writing a SQL or JavaScript expression

    • Filter Aggregate Data
  • Filter grouped and aggregated data in a Data Worksheet

    • Filter Detail Data
  • Create a union between two or more datasets

    • Filter Top or Bottom Data
  • Filter the highest or lowest ranking groups in your data

    • Filter Data using an Expression
  • Filter data using a JavaScript or SQL expression

    • Filter Data using a Field Comparison
  • Filter data using a comparison between columns

    • Filter Data using Session Information
  • Filter data in a data block using login session information

    • Filter Data using Parameters
  • Filter Data in a data block using parameterized conditions

    • Group and Aggregate Data in a Crosstab
  • Group and aggregate data using a crosstab data block

    • Group and Aggregate Data
  • Group and aggregate data in a data block

    • Import Data
  • Import data into a data block in a data worksheet

    • Change a Join
  • Change the type of a join from "inner" to "outer" or "inequality"

    • Create a Cross Join
  • Create a cross join or Cartesian join between two data blocks

    • Create an Inner or Outer Join
  • Create an inner join or outer join between two data block

    • Create a Merge Join
  • Merge two data blocks together into a single data block

    • Update Embedded Data from Dashboard
  • Modify data in an embedded table by using form components on a dashboard

    • Sort on Multiple Columns


  • Sort a data block on multiple columns simultaneously

    • Sort Data on a Single Column
  • Sort a data block using the values in a single column

    • InetSoft Overview
  • Creating a data source connection and design queries

    • Create Dashboards

    Creating a Chart
  • Creating a variety of chart types

    • Filtering a Dashboard
  • An overview of the different types of filters used in InetSoft dashboards

    • Grouping Data in a Dashboard
  • Group data in a crosstab or chart, and learn how to combine groups

    • Exporting Data from a Dashboard
  • Exporting summary and detail data, from tables and charts

    • Create a High-Performance Cache
  • Create and manage a materialized view for a dashboard, to improve dashboard responsiveness and reduce database demands

    • Add Drill-Down Hyperlinks
  • Add drill-down hyperlinks to a dashboard

    • Add Formulas to a Table
  • Incorporate formulas into your tables that reference data from within the same table or from other components

    • Write Back to a Database
  • Configure a dashboard to allow users to enter data and write the data back into a database

    • Create a Custom Map
  • Use the built-in mapping feature, or create a custom map from a shapefile by using the free OpenJump application


    • Webinars

    InetSoft End-User Intro (3-31-22)
  • Introduction to Portal and Dashboard features

    • InetSoft Ad Hoc Reporting Intro (5-5-22)
  • Introduction to Ad Hoc Reporting features

    • InetSoft Desktop Report Design Intro (6-16-22)
  • Introduction to Desktop Report Design

    • InetSoft Data Mashup Intro (9-18-22)
  • Introduction to Data Mashup

    • InetSoft Data Modeling Intro (10-19-22)
  • Introduction to Data Modeling

    • InetSoft Scheduling Intro (12-22-22)
  • Introduction to Scheduling

    • InetSoft Date Comparison Intro (3-23-23)
  • Introduction to Date Comparison

    • InetSoft Report Section Intro (5-18-23)
  • Introduction to Report Sections

    • InetSoft Reusable Report Components (8-15-23)
  • Introduction to Reusable Report Components

    • InetSoft Map Chart Intro (1-30-24)
  • Introduction to Map Charts