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Getting Started with VisoraBI

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How to get a VisoraBI trial?

VisoraBI offers a free personal trial with a limit of 2 concurrent users. If you have business needs, you can schedule a 30-minute demo and get a quote.

Here are the steps to try the personal version:

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Start Your First Analysis, Step by Step

The following content won’t fully equip you with the skills to master FineReport. For more in-depth guidance, you can refer to the technical documentation.

Data Editing

Overview

Before building dashboards in VisoraBI, it is essential to prepare and process your data to ensure it is clean, consistent, and ready for analysis. FineBI provides a variety of self-service, user-friendly tools that allow you to connect, transform, and refine your data—without needing complex coding skills.

Whether you’re dealing with data from relational databases, Excel files, or big data platforms, VisoraBI simplifies the data preparation process, making it easier for you to focus on analysis and visualization.

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Once your data source is connected, you can begin by creating self-service data sets. FineBI enables users to extract relevant tables and fields and customize the data sets based on their specific analytical needs.

Key operations include:

  • Selecting Fields: Choose specific columns to focus on necessary data only.
  • Joining Tables: Combine multiple tables using key relationships to enrich your data set.
  • Adding Calculated Fields: Define new metrics using formula expressions.
  • Applying Filters: Filter out unnecessary records to streamline the data set.
You can preview the results of your operations at any time to ensure the data set meets your analysis requirements.
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For cases where data needs to be consolidated from multiple self-service data sets, FineBI offers the Union Data Set feature. This allows you to:

  • Merge Multiple Data Sets: Combine similar data sets into one unified source.
  • Ensure Data Consistency: Align fields and formats across different departments or systems.
  • Apply Further Processing: Perform calculations or filtering on the unified data set.

This is particularly useful when integrating data from different business systems for comprehensive analysis.

VisoraBI supports both row-wise union and column-wise union, giving you flexibility depending on your data structure.
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VisoraBI provides a range of built-in data cleaning tools to ensure data quality and consistency:

  • Edit Field Names and Types: Standardize field names and data types for clarity.
  • Handle Null Values and Duplicates: Replace, remove, or fill missing values and eliminate duplicate records.
  • Standardize Values: Ensure values follow a consistent format.
  • Sort and Group Data: Organize the data meaningfully to prepare for analysis.
Clean and refined data at this stage helps prevent downstream issues such as incorrect visualizations or misinterpretation of results.
Next Steps

Once your data has been properly prepared—whether through creating self-service data sets, merging multiple sources, or cleaning and refining records—you’re ready to proceed to the next step: Creating Dashboards to visualize, explore, and derive insights from your data.

Create Dashboard

Overview

dashboard in VisoraBI is a visual interface that integrates various charts, tables, and indicators to present key metrics and business trends in one place. With VisoraBI’s self-service dashboard, you can quickly transform raw data into interactive, real-time visualizations—without writing any code. Simply drag and drop components to build your dashboard, apply filters, and customize layouts based on your business needs.

VisoraBI supports seamless integration of data from multiple sources. Whether you’re monitoring sales performance, financial status, or operational efficiency, dashboards provide a unified view to facilitate informed decision-making.

How to Create A Dashboard in VisoraBI

Creating dashboards in VisoraBI is a structured process that transforms your data into insightful visualizations. Follow these steps to build an effective dashboard:

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