- Welcome to this video tutorial,
where we will share how to add reports
from the eazyBI Demo account to your account.
In the previous episodes,
we learned how to import data,
create reports for use with different charts,
and share them using dashboards.
As mentioned in the previous videos,
exploring the data in reports,
and experimenting with charts
is a good way to become familiar with eazyBI.
To help with this, there is the eazyBI Demo account,
where the eazyBI team have created samples
of more than a hundred of the most popular reports,
for project management or sprint analysis,
different chart types, trend lines and tables.
They can simply be an inspiration,
or they can be reused in your reporting.
Let's start by finding the eazyBI Demo account.
The easiest approach is searching online
for the phrase, eazyBI Demo.
You can also find links to
the account from our documentation.
In the eazyBI Demo account, tabs analyze
and dashboards are available in the header.
No access permissions are required
to explore and retrieve reports.
The most popular reports are grouped
in dashboards by themes, chart types,
project or sprint overviews, etc.
To practice on exporting and importing report definitions,
let's find the dashboard called
forecast and management dashboard.
And the report named project prediction report.
Select this report by clicking its title.
To begin exporting the report, click the more menu
and select export definition.
Don't worry about the data, in the report definition,
only the structure of the report is included.
Make sure all the text is highlighted,
and then click Copy to Clipboard.
Next, navigate to our own eazyBI account,
then go to analyze tab, and then import reports.
Paste the definition in the pop up window and press OK.
EazyBI displays a message
about all new calculations used in this report,
which will be created in this account
during the definition import.
Usually, there are no issues with importing
unless this eazyBI account already
has calculated members with the same name.
Then the calculation formula will be overwritten.
Press import if all is good.
Open the imported report, it's ours now.
Sometimes the imported report in the account appears empty.
This is because the selected page value
is considered to be a part of the report structure,
and thus is included in the report definition.
Since our eazyBI account does not contain
the selected project from the Demo account,
there is no data for it in the report.
Let's filter the report by the project we have.
Now we have a new report using our data in our account.
In this case, remember to save the report
with the new page filter values.
Did you notice that all the measures are there?
Use them freely in your other reports to.
Similarly use the import and export options
to import the whole demo dashboard to your eazyBI accounts.
Now a short quiz before leaving.
How to benefit from eazyBI the most?
Learn eazyBI and create your own reports.
Explore industry reports from Demo account.
Do both.
The correct answer is to do both.
Learn eazyBI and create your own reports
and also explore and retrieve reports from the Demo account.
Now you have learned how to find the eazyBI Demo account
and acquire new reports or dashboards fast
just by copying them.
Save time, don't reinvent the wheel.
We have completed the introduction series
on how to use eazyBI.
Thank you for keeping up with me during this first journey.
See you soon.