Get Started with Reporting Intelligence Professional

This article walks you through the Professional workflows - from uploading a report to Reports Center, through defining data analysis criteria, to reviewing data analysis results.

What's Included in Professional

Professional includes everything in Essentials, plus the capabilities listed under Professional only.

Before You Start

Before you start, make sure that:

• You have completed Get Started with Reporting Intelligence Essentials. It covers logging in, the Overview page, installing the add-in, and building your first report.

• You have a report created with the Reporting Intelligence add-in that you want to upload to Reports Center.

Step 1: Prepare Your Report for Data Analysis

To send report data to Intelligent Agents for analysis, you prepare your Excel workbook, upload it to Reports Center, run the report, and publish its data as Business Views (BVs).

Step 1.1: Prepare Your File for Upload

Preparing a report for data analysis starts in your Excel workbook, before you upload it to Reports Center. In your workbook, define named ranges. Named ranges let you publish report data as Business Views later.

Step 1.2: Upload a Report to Reports Center

The data analysis workflow starts with uploading your Excel workbooks to Reporting Intelligence > Reports Center. The workbooks contain the data that is sent to Intelligent Agents for analysis.

1. Navigate to Reporting Intelligence > Reports Center and click Upload Reports.

2. In the Single Report section, select the following:

   • Connection

   • Company

   • Name and Description

3. Click Add files and select a file to upload.

   Figure 1:  A report prepared for upload

   

4. Once the file is selected, click Upload.

The uploaded Excel workbook becomes a report and is listed in Reports Center > Reports List. The report runs automatically after upload. However, you can run the report again if needed.

Step 1.3: Run the Report in Reports Center

Running the report causes the software to extract, compile and present data in an organized format.

1. Navigate to Reports Center > Reports List.

2. Locate your report and click the Run Report icon. The software displays a modal, where you can define additional options.

3. After defining the options, click the Run Report button.

When the report is run, the software displays the Completed status for this report.

Figure 2:  A report that has been run successfully

Step 1.4: Publish Report Data as BVs in Reports Center

Publishing the report as Business Views (BVs) converts specific Excel tables or named ranges from your reports into structured and secure data feeds.

1. Navigate to Reporting Intelligence > Reports Center > Reports List.

2. Click the icon for a report on the list and select the Publish as Business View option. The software displays the modal with Excel tables or named ranges to publish.

   Figure 3:  The option to Publish as Business View

   

3. Select tables or named ranges and click Publish.

Data from your report is published as BVs. Published BVs are available in Data Hub.

Step 2: Define Analysis Criteria in Intelligence Layer

Creating Rules aims at defining the criteria that one of available Intelligent Agents, called the Rule Agent, uses to analyze data.

1. Navigate to Reporting Intelligence > Reports Center > Intelligence Layer > Configure > Rules and click the Create Rule button. The software opens the Create New Rule modal.

2. From the dropdown, select a report for which you want to create the Rule and click Next. The software displays Rules suggested by the Rule Agent based on the selected report.

3. Define the Rule. You have two options to do this:

   • Select one of the suggested Rules.

     Figure 4:  Create Rule modal with suggestion selected

     

   • Insert your own Rule in the Label field.

4. Define Rule Name and click Next. The software displays subscription options.

5. (Optional) In the Add Subscribers field, enter subscribers' e-mail addresses or select from suggestions.

6. Click Create Rule. The software displays a success message.

Your Rule is active. When the report is run, the Rule Agent analyzes the Business View based on the monitoring criteria. The Agent generates the result and sends it to the dashboard. You can view the result in Reporting Intelligence > Intelligence Layer > Results and on the Overview page.

Step 3: Review Analysis Results on the Dashboard

When your report data analysis is complete, you can review the analysis result in the Recent Results section of the Overview page. Recent Results shows the results of analysis performed by Intelligent Agents based on Business Views from your reports. The dashboard notifications on recent results are enabled by default.

Step 4: Explore Professional Spaces

With the Professional plan, the left navigation pane includes the following spaces in addition to Overview and Data Hub:

• Reports Center – space where you upload, run, and schedule reports.

• Intelligence Layer – space offering advanced report management options and AI-driven insights.

Figure 5:  Side navigation menu

What's Next

To learn how to use the Reporting Intelligence add-in for Excel Online, see Excel Online add-in article.

Refer to Product Documentation for in-depth understanding of the Reporting Intelligence solution.