Get startedStill building
What a ConradBI project is made of, installing ConradTool and building your first project.
- Install ConradTool
- A tour of the workspace
- Your first project, start to finish
How-to guides
Learn ConradBI one guide at a time.
Step-by-step guides for the people who build the reports, written in the order a project is built.
Every guide, in the order you build
From bringing in your data to sharing the finished report. Sections marked Still building are being written now.
Bring in your dataStill building
Connect files, Excel, databases and websites, and check that the data landed.
- Files and folders
- Excel workbooks
- SQL Server and Access
- Websites and PDFs
Prepare your data
Clean, reshape and join data with steps you can read, before it reaches the model.
- HU++ conditions and values
- Stepped Transform Prep
- Joins, unions and pivots
Model your dataStill building
Turn prepared data into a star schema of grains, dimensions and facts.
- Star schema basics
- Date dimensions
- Facts and measures
Calculate with DAR-C
Write the measures your business talks about: margins, shares, year over year.
Build visualsStill building
Charts, cards, tables and images, with filters, tooltips and colors that stay consistent.
- Choosing a visual
- Filters and tooltips
- Colors and Visual Defaults
Build reportsStill building
Put visuals together into reports that cross-filter, print or present.
- Interactive Report
- Paginated Report
- Slide Deck
Share with viewersStill building
Publish your reports so everyone reads the same numbers, in a browser or on the desktop.
- Publish with Viewer Deploy
- The web viewer
- The desktop viewer
Work with ConradStill building
Ask the built-in AI to build, explain or fix, and to find insights in your facts.
- Ask Conrad
- Conrad AI Insights
- Domain Context
Run and administerStill building
Environments, processing, schedules and services, for the people who keep it running.
- Environments and variables
- Processing and schedules
- Version control
Need a guide we haven't written yet? Tell us which one, and we'll move it up the list.
Rather just see it?
See your own data in ConradBI.
Try Personal free for 30 days, or request info for Enterprise.