Tutorial: creating reports and dashboards from spreadsheets

This product tutorial steps you through using Birst to:

  • Upload a spreadsheet with multiple sheets (tabs).
  • Merge some of the tabs (raw source) into a new table (prepared source).
  • Create a report in Visualizer using the prepared source.
  • Optionally create more reports on your own.
  • Add reports and an external website (a map) to a dashboard in Dashboards.

The scenario involves a main spreadsheet that represents a corporate database, based on a variation of the classic Northwind demo. It covers products, orders, suppliers, customers, and employees for an imaginary food distributor. A local manager wants a dashboard that shows the inventory status of products, and the name and location of the suppliers.

As with all Birst projects, first you connect and extract the data.