Step-by-step Self-service Analytics Tutorial

To get an idea of how to start and use Kyubit analytic features, follow these steps that describe common analysis features usage and will help you quickly discover self-service analytics possibilities with the Kyubit BI software.

Create Analytic 'Data Source'

First, create an analytic 'Data Source' in the application, that could be shared with other users. Analytic 'Data source' could be a reference to an existing OLAP/Tabular database (SSAS) or an 'Analytic Model' created in the Kyubit BI based on SQL queries or Excel/CSV files. Learn more about creating an Analytic Model

Create a new analysis

Drag-and-drop dimensions and measures to the axis placeholders on the grid to immediately get analysis results.

Drill-Down the data

There are many ways to drill-down the data to the point of your interest in the Kyubit BI platform. If you add a hierarchy, members will automatically display an expand icon to drill-down the data to the lower level. Otherwise, you can always add multiple dimension levels on the category or series axis to have drill-down/expand options.

Slicing and Isolating

To analyze data of interest, apply slicing filters that will narrow data analysis to selected dimension members.


Various sorting options are available on the grid or chart analysis. Values can be sorted vertically (rows) or horizontally (columns). Alphabetical sorting, sorting by measure values and 'Member Key' sorting are available. Data could be sorted by a particular dimension level or row/column totals.

Chart Analysis

At any time of the analysis switch from grid to chart view and vice versa. Some data is more comprehensive in chart view which also includes various interactive self-service analytics features. Grid and Chart view always display the same analysis values.

Report View

After the analysis is saved it could be reopened as a grid view (with full analytic features) or simplified Report View that is designed for end-users who expects a clear view of data without many options on the screen.

Sharing the Analysis

When saved, the analysis is by default in the user's 'My Analysis' folder. To share the analysis with other users, move the analysis to a folder with appropriate user permissions. The analysis is shared with others using the folders. If the folder with appropriate permissions does not exist, click on the 'Create folder' button to quickly create one and assign appropriate permissions. Permissions could be Windows (Active Directory) users and groups or users and groups created in the Kyubit application.

Export Analysis to Excel/PDF/CSV file

At any moment of the analysis, export current analysis values to Excel/PDF/CSV files with additional exporting options.
Export actions are available on the toolbar, 'Options' menu, grid, chart, and report view.

Subscribe to self-service analytics

All users can subscribe to receive fresh analysis values on email at the scheduled time in the future. The analysis could be delivered as an attached Excel file, PDF file, or embedded analysis values to the email message."

Visualize self-service analytics on The Dashboard

Present created analysis as a dashboard chart/visualization. Quickly build a dashboard based on existing self-service analytics.
The dashboard can contain data visualizations from various data sources, while charts based on analyses include analytic features on the dashboard.

 Step-by-step dashboard features tutorial

Calculated Measures

Kyubit BI users can create the 'Calculated Measure' that would use a custom expression to provide a new measure available for analysis and additional insights.

Grid KPI

With many analysis values on the grid, it is not easy to quickly identify 'Success' and 'Fail' values related to some business goal. For that reason 'Grid KPIs' could be defined that would quickly visually indicate the success status of the values in the grid cells.

Cell Formatting

Cell text and colors could be customized to visually highlight particular values. Cell formatting could be static or dependent on the current cell KPI status.

Calculation Views

'Calculation Views' feature uses grid values to present additional calculations such are 'percent of the cell compared to totals', 'running totals', 'percent of column/cell compared to particular column/cell, 'difference between a particular cell/column and other cells/columns', etc.

Publishing Analysis

Prepare the analysis to be visible by any user and/or embedded into other web applications or HTML pages. Customize visual details that will be available when published. To enter 'Publishing Analysis' details, navigate to Analysis (Grid View) > 'Report' > 'Publish'.


Discover details about any cell of the analysis. Drill through the cell to find leaf-level data that the cell value consists of.

Quick Explore (OLAP/Tabular)

Quickly visualize data of the particular analysis grid cell using other dimensions to get insights without leaving the current analysis values.