End User Library

Learn about building reports and dashboards and a host of other user facing product features.

 

Chart Aesthetics

05/02/2016 •

Exago BI gives you the flexibility to completely customize the look of your charts. You can change chart cosmetics like background color, line thickness, labels, fonts and more. 

 

Understanding Filter Prompts

05/18/2016 •

At run time of your report give your user more filter control

 

Quickly Create a Chained Report

05/18/2016 •

Chained reports is a single document that is comprised of multiple existing reports

 

BI Dashboards

04/07/2016 •

Go from a blank canvas to a fully interactive dashboard in minutes using the Exago BI Dashboard Designer. This simple, drag-and-drop interface gives non-technical business users complete control over dashboard creation.

 

Localization - Multi-language

04/06/2016 •

From multilanguage translations to server time zone offsets, discover the many ways that Exago BI helps you accommodate users across the world 

 

Conditional Formatting

03/14/2016 •

Make your data tell you exactly what you need to know by using dynamic, data-driven formatting in your reports

 

Pixel Perfect Forms

02/29/2016 •

Quickly learn how to merge data onto Pixel Perfect Forms

 

Creating a Dashboard

05/18/2016 • 29:21

Create dashboards by adding reports, text, images and web pages to a dashboard

 

Exploring the Scheduler

05/18/2016 • 10:37

A scheduled report can be run and emailed immediately or scheduled to be emailed on a recurring basis

 

Creating Interactive HTML Filters

05/18/2016 • 2:10

After running a report to HTML you can make further modifications such as adjusting styles, resizing columns, applying filters, conditional formatting and more

 

Data Visualization

10/30/2015 • 1:33

 

Visualizations Video

10/27/2015 • 1:24

 

Formatting Reports with Exago Themes

10/27/2015 • 1:15

 

Interactive HTML

10/27/2015 • 1:43

 

Pixel Perfect Forms

11/12/2015 • 1:33

 

Exago Dashboard Designer for End Users

11/27/2015 • 2:04

 

Drill Downs

11/12/2015 • 0:56

 

Repeating Groups

09/25/2017 •

 

Advanced Crosstab Functionality

07/20/2016 •

 

Create Chained Reports

09/25/2017 •

 

Manage Widows in a Report

07/20/2016 •

 

Advanced Filters

07/20/2016 •

 

Server Events

07/20/2016 •

 

Sharing Reports

07/20/2016 •

 

Add Nested Filters

07/20/2016 •

 

Creating a Document Template

07/20/2016 • 5:13

This will show you how to merge data onto highly formatted document to create forms or invoices

 

Creating Drilldowns

07/20/2016 • 3:40

Learn how to link an unlimited number of charts or reports together

 

Hyperlinks

07/20/2016 • 4:46

Learn how to easily create a hyperlink to an external website

 

Charts-Single vs. Multi Series

07/20/2016 • 19:04

This is a detailed description on how to create and add charts to reports, single and multi series charts

 

Advanced Conditional Formatting

07/20/2016 • 5:25

The Conditional Formatting tab allows you to set or modify the format of a cell based on formula you create

 

Grouping by Formula

10/26/2015 • 12:20

This step by step video will show you how to group data using group header and group footers

 

Schedule A Report

07/16/2015 • 0:23

 

Create Charts

07/16/2015 • 1:16

 

Execute a report on start up

07/16/2015 • 0:20

 

Conditional Formatting

07/16/2015 • 0:55

 

Use Filters to Specify Data

07/15/2015 • 1:07

 

Drag and Drop Visualization Tool

07/15/2015 • 1:08

 

Create Interactive HTML Filters

07/15/2015 • 1:02

 

Suppress Duplicate Values in Reports

07/13/2015 • 0:26

 

Pixel Perfect Template

07/13/2015 • 1:13

 

Create Custom Funtion-Month

07/13/2015 • 1:01

 

Concatenate String Function

07/13/2015 • 0:47

 

Calculate Grand Totals for Nested Groups

07/13/2015 • 1:17

Steps for Creating Repeating Groups

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PDF document

Linked Reports

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PDF document

Steps for Creating Report Using Gauges

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PDF document

Formulas

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PDF document

Data Visualization Example

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PDF document

Conditional Formatting Example

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PDF document

Charts Wizard

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PDF document

Chart Types

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PDF document

Chained Reports

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PDF document

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