DataPalooza 2021

DATA UPLOAD WORKSHOP

INTRODUCTION

Here we will go over some of the basic concepts we will be going over in this user manual. In Figure 1 we have highlighted three important features for the lesson. 1. Contents – This section of your dossier is where you can control your chapters and pages. Each chapter contains its own filters that are applied to all pages and visualizations in that chapter. 2. Attributes provide a context to your groups of metrics. Bank name would be an example of an attribute. 3. Metrics are objects that represent business measures and key performance indicators. Total assets would be an example of a metric.

Figure 1 - Intro

GETTING STARTED

CREATE NEW DOSSIER To Start we will want to go to https://data.csbs.org/ and use

to login. Load up Bank Data and

start a new Self-Service Analytics dossier.

Figure 2 - Blank Dossier

2 | P a g e