Creating an analysis report in Optimibi requires just 3 simple steps.

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Step 1: Connect to a Data Source

Before creating an analysis report, you need to connect a data source. Optimibi supports various databases and file-based data sources.

1. Navigate to Data Source in the main menu.
2. Click Add Data Source and select the appropriate database.
3. Enter the required connection details such as host, port, username, and password.
4. Test the connection to ensure the data source is accessible.
5. Click Save to add the data source to Optimibi.

Step 2: Create an Analysis Model

The analysis model defines the structure and relationships of your data for report generation.

1. Navigate to the Data Model section.
2. Click Create New Model and select the connected data source.
3. Add the necessary tables and define relationships between them.
4. Configure calculated fields, aggregations, and filters as needed.
5. Click Save Model to finalize the data model.

Step 3: Create an Analysis Report

Once the data model is ready, you can use Optimibi’s visualization tools to build a report.

1. Navigate to the Reports section and click Create New Report.
2. Select the dataset or model you created earlier.
3. Choose the appropriate visualization type (e.g., table, bar chart, pie chart, etc.).
4. Drag and drop fields to customize the report layout.
5. Apply filters and sorting options to refine the analysis.
6. Click Save and give your report a meaningful name.

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Summary

By following these three steps, you can quickly create an analysis report in Optimibi.

• Connecting to a data source ensures that your analysis is based on accurate and updated data.
• Creating an analysis model allows you to structure and manage data relationships for better insights.
• Building an analysis report enables you to visualize and interpret data effectively.