Sisense Product Demo
Table of Contents
Introduction
This tutorial provides a comprehensive guide on using Sisense, a powerful analytics and business intelligence platform. The demo showcases how to navigate the software, visualize data, and derive insights effectively. Whether you're a beginner or looking to refresh your skills, this guide will help you understand the core functionalities of Sisense.
Step 1: Setting Up Your Sisense Account
- Visit the Sisense website and sign up for an account.
- Choose between a free trial or a paid subscription based on your needs.
- After signing up, log in to your account to access the dashboard.
Step 2: Uploading Data
- Navigate to the data management section of the dashboard.
- Click on the 'Add Data' button.
- Choose your data source from the options available (e.g., Excel, SQL databases, cloud services).
- Follow the prompts to upload your data file or connect to your data source.
Step 3: Data Modeling
- After uploading, go to the data modeling interface.
- Define relationships between different data tables if necessary.
- Drag and drop fields to create joins.
- Ensure that the data types match for successful joins.
- Use the data preparation tools to clean and transform your data as needed.
Step 4: Creating Dashboards
- Access the dashboard creation section from the main menu.
- Select 'New Dashboard' to start building your visualization.
- Choose from various visualization types (charts, graphs, tables).
- Drag and drop your data fields into the chosen visualization type.
- Customize your visuals by modifying properties such as colors, labels, and formats.
Step 5: Adding Interactivity
- Enhance your dashboard with interactive elements.
- Use filters to allow users to slice data dynamically.
- Add drill-down capabilities to enable deeper insights from visuals.
- Test the interactivity by switching between different filters and views.
Step 6: Sharing Insights
- Once your dashboard is complete, go to the sharing options.
- Decide whether to share with specific users or make it public.
- Generate a link or embed code to share the dashboard on other platforms or websites.
- Ensure user permissions are set appropriately for data security.
Conclusion
In this tutorial, you've learned how to set up your Sisense account, upload and model data, create interactive dashboards, and share insights effectively. By following these steps, you can harness the power of Sisense to analyze data and make informed business decisions. For next steps, consider exploring advanced features such as custom SQL queries or integrating machine learning models for predictive analytics.