Tutorial: creating reports with merge transformations from spreadsheets

This product tutorial steps you through using Modeler to upload, prepare, and relate Microsoft Excel spreadsheets, create a report in Visualizer, and add the report and a KPI to a dashboard in Dashboards. This also shows the different use cases for a merge transform in Modeler Prepare versus a relationship between sources in Modeler Relate.

For example, a spreadsheet represents a corporate database, based on the classic Northwind demo. It covers products, orders, suppliers, customers, and employees for an imaginary food distributor. A warehouse manager has compiled a spreadsheet of additional data about their regional customers for promotional purposes, including contact details. The manager wants a report showing their local customers, a count of their orders, and what promos were used with the customer's orders.