Operational reporting without a BI project

Who: Operations managers

Problem: Operational signals are spread across recurring CSV and workbook exports.

Outcome: A focused dashboard for monitoring volume, workload, and exceptions.

  1. Upload an operations export.
  2. Use generated charts to spot changes by category or time.
  3. Ask a follow-up question with or without the active filters.

Frequently asked questions

Can I ignore filters for one question?

Yes. Use all data lets a question run without the active dashboard filters.