How To's

From birst

Contents 1 Space Administration 1.1 Managing Spaces 1.2 Managing Data 1.3 Sharing and Access Control 1.4 Managing Templates 1.5 Various 2 Using Ad Hoc 3 Using Dashboard 4 Account Settings

Space Administration

Managing Spaces

• Creating a new space
• Modifying a space
• Copying a space
• Catalog Management

Managing Data

• Preparing data for upload
• Preparing Excel spreadsheets for upload
• Uploading and managing data
• Automating data upload using Birst Connect
• Scheduling Birst Connect tasks using external scheduler
• Defining the grain of a data source
• Defining column properties of a source
• Processing data
• Creating custom formulas

Sharing and Access Control

• Sharing a space
• Managing user groups
• Managing catalogs

Managing Templates

• Creating a template
• Modifying a template

Various

• Setting up Single Sign-On (SSO)

Using Ad Hoc

• Creating a new report
• Adding a chart to a report
• Laying out a report
• Defining filters
• Defining expressions
• Defining conditional formats

Using Dashboard

• Creating and modifying QuickDashboards
• Creating a new dashboard
• Setting up dashboard prompts
• Using dashboards

Account Settings

• Up- and downgrading a subscription
• Cancelling a subscription