In this article
This article introduces how to log in, create projects, import data, and generate reports in Forsta Visualizations. Use these steps to get started quickly and efficiently
1: Logging In
To use Forsta Visualizations, open a web browser and go to the Forsta Visualizations web address. You will receive login credentials (URL, username & password) via email from Forsta Support or your Customer Success Manager. Go to the URL to log in and Type in your Username and Password to access Forsta Visualizations.
2: Creating and Opening a Project
After logging in, select ADMINISTRATE. Then select NEW PROJECT at the top left of the Projects page. A modal opens where you can define the project type, code, name, and other details. After entering the name and other details, select catalog levels to define the location of your project.
Note: Level 1 is always the name of your company.
Note: After you create your project, you can localize the language of the end-user interface. See What is the Culture / Language? for details.
After entering the required details, select Create project to create your project.
Go to the Projects page in the ADMINISTRATE module and search for your project. Select it to open.
3: Uploading and Activating Data
Before you upload a data file, be sure it is formatted correctly. If you are using SPSS, your file contains both the respondent data and the meta data that is needed. Using smaller files and uploading in batches makes it easier to identify a specific respondent imported and activated in the project.
Your upload options are:
Select Import data file to upload an SPSS, Triple-S, Excel or CSV file.
Select Import data from Forsta to import data from Forsta Surveys or the Forsta HX Platform.
Select Import data from other source to upload data from an FTP server, a data connector or an integration.
For details on importing your SPSS file, see How to Import My SPSS Data? To troubleshoot data import issues with SPSS, see Troubleshooting SPSS data import. For details on importing your Triple-S file, see How to Upload a Triple-S File (Normal Import)? For details on importing an Excel or CSV file, see How to Import Excel/CSV (Normal Import)?.
To check if data has the right structure or to alter the metadata structure, under the Meta data transformation header, select NEW TRANSFORMATION prior to Upload. If you have created and saved a transformation before, you can select your saved transformations from the drop-down menu. The selected transformation will be applied when you import your data by selecting Import after Upload.
After importing your data, you'll need to activate your data. Select your data batches, then click Apply Activations. See How to Activate Your Data? for details.
4: Defining Your Filters
A filter is a way to restrict or group the data included in a reporting object. When you define a filter, you specify characteristics that the data must have to be included or filtered by.
To create filters, see Defining My Filters.
Filters can be set per chart, or per report.
5: Adding Report Types
You can add different report components for your online portal. Those components will form the overall structure and functionality of your finished portal. Each Report will be shown as a Tab across the top of your finished portal.
To learn more about how to add and use Reports, see Adding Report Types.
6: Adding Project Content
StoryTeller is the main report type used to deliver data to your customers and/or company. The Welcome report is a StoryTeller report that is added by default to each new project.
The data presented in StoryTeller is calculated automatically from your imported and activated data sets. When new data is imported, its reports are automatically updated. Add charts or other elements so your users can view your data.
StoryTeller has dynamic filtering capabilities for drill-down comparisons and custom data views. You can use hierarchical filtering to can control how viewers see and interact with data. StoryTeller also works as an online depository for documents, videos, charts, graphs, reports, URL links, or other items needed for distribution.
See StoryTeller General for more details on how to use StoryTeller.
7: Next Steps
To continue building your project, explore the following articles: