FPT Data Suite supports registration and login using third-party social media accounts:

• Google Account

• Facebook Account

FPT Data Suite supports the following registration and login methods:

• Via FPT ID - Use your FPT ID for seamless authentication.

• Via third-party social accounts:

  • Google Account

  • Facebook account

The Quick Start section helps new users become familiar with FPT Data Suite efficiently. It provides essential instructions to begin analyzing data on the platform.

Contents:

• Login and Registration: Guides users on creating an account, logging in, and managing personal or organizational information.

• User Interface: Introduces the main interface layout, navigation bar, work area, and key components of FPT Data Suite.

• Tutorials: Provides step-by-step guides for connecting to data, creating reports, and sharing dashboards with colleagues.

🧭 If you are new to FPT Data Suite, start here to build a strong foundation before exploring advanced features.

For SSO integration, please contact FPT Data Suite via our support channels. Our team will then coordinate the connection with your system.

We are a team of experienced engineers and data specialists dedicated to developing Data Suite — a modern Business Intelligence (BI) platform designed to support medium to large enterprises, as well as individual users, in seamlessly transitioning their data analytics infrastructure to the cloud. Our mission is to deliver a solution that is fast, flexible, and secure, enabling organizations to harness the full potential of cloud-based data analytics.

After you log in, the user interface is divided into two main areas:

1. Left Sidebar: This is where you'll find navigation to the primary functions of the application.

2. Quick Access (on the right): Use this section to quickly open your starred reports (those you've marked as important) or your recently accessed reports.

Overview

Welcome to the FPT Data Suite Customer Support Center. Here, you can easily find helpful information including user guides, platform features, operating methods, and various types of support.

The Announcements & Updates page compiles the latest information related to FPT Data Suite, including:

• New Feature releases

• Product Improvements & Enhancements

• Changes in system appearance or behavior

The Announcements page provides important updates from the FPT Data Suite development and operations team, including:

• Scheduled maintenance

• Policy and terms of use changes

• Major releases

Register a New Account

To start using FPT Data Suite, you must create an FPT ID account. Follow these steps:

The Release Notes page provides version-specific updates for the FPT Data Suite platform. Each note typically includes:

• New Features – Newly added functionalities that enhance usability and expand system capabilities.

• System Improvements – Performance, interface, or UX optimizations.

• Bug Fixes – Issues resolved based on user feedback and internal testing.

Register New Account

To start using FPT Data Suite, you must create an account. Follow these steps:

FPT Data Suite is designed to deliver a comprehensive and flexible data analytics experience, available across various platforms to meet diverse user needs.

Web Version

• Access via browser at: https://datasuite.fptcloud.com

• Provides full features for data analysts and system administrators.

• Best supported with Chrome browser.

Desktop App Version

The Desktop App is optimized for viewing reports, dashboards, and monitoring data on the go

Mobile App Version

The Mobile App is optimized for viewing reports, dashboards, and monitoring data on the go.

The sidebar is the main navigation area of the software and includes the following components:

Workspace Information

This section helps you manage your organizational context:

• (1) Organization details: View information about your current Organization and allows switching to another Organization if the user is active in multiple Organizations.

• (2) Home: Navigates back to the homepage of the active Organization.

• (3) Workspace management: Lists Workspaces (smaller units within an organization) and enables switching between Workspaces if the user is active in multiple Workspaces within the selected Organization.

Main Functions

The availability of functions depends on the user's license and assigned permissions. Unlicensed features will be hidden.

• GENERAL: Core system functions for building and managing reports.

  • Report: Access and create the various reports.

  • Data Warehouse: Manage the data sources.

  • Data Model: Set up and adjust the data models.

Quick Access to Reports

Provides shortcuts to frequently used and bookmarked reports.

User Convenience

• Recent Tasks: Displays a list of recently performed tasks, allowing users to quickly track and access them.

• Manage Organization: Allows users to configure and manage organizational information.

• Template Marketplace: A repository of sample report templates.

• Documents: Provides access to software documentation and user guides.

What is Business Intelligence (BI)?

Business Intelligence (BI) refers to a collection of processes, technologies, and tools that enable organizations to collect, process, analyze, and visualize data to support timely and informed decision-making.

BI empowers organizations to:

• Review historical performance

• Understand the current business situation

• Forecast future trends using data-driven insights

Objective: Deliver the right information to the right users at the right time, transforming raw data into actionable insights that support business strategies.

Key Components of a BI System

Standard BI Workflow

The typical flow of data in a BI system includes:

1. Data Collection – Gather data from multiple sources

2. Data Transformation – Cleanse, standardize, and convert data

3. Data Storage – Save in a structured data warehouse

4. Data Analysis & Visualization – Create visual reports and dashboards

📌 In FPT Data Suite, this workflow is implemented through:

• Data Connector → Data Pipeline → Data Visualization

Benefits of BI for Organizations

Business Intelligence (BI) offers powerful tools to help organizations analyze and make informed decisions through six core functions:

• Decision Support Identify business issues and support strategy planning using real-time data.

• Querying & Reporting Automatically generate structured, meaningful reports from large data sets.

• Online Analytical Processing (OLAP) Rapid multi-dimensional analysis, supporting trend evaluation and financial reporting.

• Statistical Analysis Interpret data patterns to uncover underlying trends and business behaviors.

Register New Account

To start using FPT Data Suite, you must create an account. Follow these steps:

Sign in with Facebook account

To log in to FPT Data Suite, you must have a registered Google account linked to the platform. Follow these steps:

Quick Access

Displays starred (favorite) reports for quick access. Each report displays: name, original workspace and expansion options (3 dots).

Recent

Tab next to “Quick Access”, displays reports that the user has recently opened.

Display Modes

The software supports 2 display modes: Canvas and List

Canvas View

Each report is displayed as a card with:

• Image (snapshot) of the report

• Report name

• Workspace

• Icon (favorite)

Suitable for users who want to:

• View reports intuitively.

• Quickly identify through images/charts.

• Prioritize easy-to-see, friendly interfaces.

List View

The report will be displayed as a vertical list:

• Report Name

• Icon (favorite)

• Workspace

• Update Date

Suitable when you want to:

• Manage a large number of reports.

• Search or compare reports quickly.

• Focus on text content instead of images.

Details and usage instructions will be added in an upcoming update. Stay tuned!

A Dataset corresponds to a table of data from a connected data source.

Components of a Dataset:

• Dataset Source: FPT Data Suite creates Datasets from one of two sources:

  • File source (e.g., CSV, Excel, Google Sheets)

  • DWH available table source

• Dataset Fields Information

In FPT Data Suite, a Data Model is a general data structure used to organize and manage information within a user's reporting system.

Each Data Model consists of multiple Datasets and is referred to as a schema, representing separate groups of data tailored to different user needs.

Each Report is built based on a specific Data Model. A single Data Model can be reused across multiple reports without needing to recreate it from scratch.

The Support section provides users with essential resources to answer questions and troubleshoot issues when using FPT Data Suite. It serves as a valuable extension of the product documentation, helping users save time on searching and quickly connect with the technical support team when needed.

Details and usage instructions will be added in an upcoming update. Stay tuned!

Basic Workflow of Data Suite

The video below shows the steps to create a report with some basic chart types.

Data becomes a valuable asset when effectively utilized.

In the digital transformation journey, data is no longer the exclusive domain of technical departments. It has become the core "fuel" that drives efficient business operations, enables timely decision-making, and shapes growth strategies. However, many Vietnamese enterprises still face significant challenges in leveraging data, including fragmented systems, complex BI tools, high investment costs, and a shortage of skilled professionals.

While international BI platforms often require complex implementation and large budgets, most small and medium-sized enterprises (SMEs) lack the capacity for comprehensive data investments. As a result, manually consolidating, cleansing, and analyzing data from sources such as accounting software, CRM, ERP, or Excel remains a persistent burden. Non-technical staff—such as those in accounting, HR, or marketing—struggle to generate reports independently, which leads to delays or data-lacking decisions.

These are datasets created from existing tables in the Data Warehouse (DWH).

To create these datasets, users log in to the FPR Data Suite system, select a workspace, and navigate to Data Warehouse > Refresh.

The system will automatically generate datasets corresponding to each available table in the DWH.

A Filter Measure is a measure that changes dynamically based on selected filter conditions (e.g., time, region, segment) at the report level. Steps to Create a Filter Measure:

Create Data Model

The video below guides you through the steps to create a Data Model and set up Primary Keys for the corresponding datasets.

Set up Primary Keys

FPT Data Suite allows users to choose between two types of databases for storing reporting data:

• Shared Database: This is a shared database, centrally managed by FPT Data Suite. It is suitable for smaller customers, those with simple requirements, or without available infrastructure. FPR Data Suite assigns each Workspace to a separate Schema, ensuring data isolation.

• Customer Database: This is a private database owned and operated by the customer (which can be on Cloud or On-premises). FPT Data Suite will connect to this database using configuration information provided by the customer. Private database connection information is encrypted and only used in the runtime environment.

FPT Data Suite currently supports the following database types:

Create Data Model

You can create Data Model using two primary methods:

From a List of Datasets

You can create a Slicer to filter data visually by following these steps:

You can duplicate a chart using one of the following methods:

Copy and Paste

A Relationship in a Data Model is used to link data between Schemas through their Primary Keys. Relationships connect otherwise separate datasets into a unified and structured data system.

Steps to Create a Relationship Between Two Schemas

You can rename a Report using two methods:

Rename Report from the Workspace Screen

FPT Data Suite allows users to create Dataset from files containing data in CSV, Excel, or Google Sheets format, and transfer this data into the database.

The video below demonstrates the steps to create a dataset from a source file.

In the Report design interface, aside from data-driven elements, users can also add presentation and layout components to enhance visual appeal, guide interpretation, and improve the overall user experience.

The following components are supported to help build more engaging and effective reports:

• Add Text: Insert a text box

Customers need to contact FPT Data Suite through support channels to the Data Suite team for advice or register via the link .

You can easily resize a chart by dragging and dropping:

The FPT Data Suite system supports three main groups of slicers, each designed for different types of data filtering:

1. Tree Slicer

A tool that allows users to filter data based on a hierarchical structure. It includes:

• Tree Slicer (Fixed Dataset)

FPT Data Suite supports Single Sign-On (SSO), enabling users to access the entire ecosystem quickly and securely with just one login. This brings several key benefits:

• Seamless Experience: No need to remember or manage multiple accounts.

• Safe & Secure: Easily integrates with multi-factor authentication (MFA) for enhanced account protection.

• Centralized Management

Select Report Layout

Chart Arrangement

If you can’t find the answer in the FAQ, the FPT Data Suite team is always ready to assist you through the following channels:

• Hotline: 1900 638 399

• Support Portal:

• Email: [email protected]

User Group is a feature that allows administrators to manage users in groups, simplifying authorization, data access control, and system role assignment in the FPT Data Suite system.

Each User Group can be configured in detail through the following functional tabs:

• Permissions

• Inventory Org

The FPT Data Suite system enables access control not only at the functional level (via RBAC) but also at the data level, ensuring that users only see the information relevant to their role and scope—even when viewing the same report.

Authorization via Data Filters

You can configure row-level data filtering rules directly within the report, based on attributes such as:

1. Does Data Suite require technical expertise to use? No. Data Suite is designed for both non-technical users and data professionals, featuring an intuitive drag-and-drop interface for creating reports and charts.

2. What data sources can I connect to? Data Suite supports many popular data sources such as Excel, Google Sheets, SQL databases, APIs, and various ERP, CRM, and cloud platforms.

3. Can I share reports with colleagues and clients? Absolutely. You can share reports via secure links or export them to Excel.

A Report Page is the main workspace for presenting data. Each page can include charts, tables, slicers, text, images, buttons, and more — helping users understand and interact with data for specific objectives.

Users can configure a page in the report using the following options:

Set Page Orientation

Users can enable or disable Landscape Mode.

• When disabled, the page is displayed in Portrait Orientation.

Adjust Page Height

Users can modify the height of the page using the Scale Height setting:

• Scale Height = 1: Default height

• Scale Height = 2 / 3: Doubles or triples the default height — suitable for reports with longer content

Set Grid Resolution

Users can adjust the grid resolution on the Report Page to better support the arrangement of components:

• Default: When this option is turned off, the system displays the grid at the standard resolution.

• High Resolution: When turned on, the grid is displayed at a higher resolution, allowing for more precise alignment of objects.

Manage Page Publishing Status

• Draft: The page is saved as a draft. Only users with editing permissions can view or modify it. → To save as draft, click Save as Draft after editing.

• Published: The page is made available to end users in View Mode. → To publish, click Publish when you're ready to share the report.

Column Chart & Bar Chart

Depending on your analysis needs, you can choose from three types of column and bar charts:

• Column Chart: Clustered column, Stacked column, 100% Stacked column

• Bar Chart: Clustered bar, Stacked bar, 100% Stacked bar

These charts are used to display and compare data across different categories. Each bar represents a specific category, with its height or length indicating the corresponding value. They are ideal for visualizing comparisons across groups or over time and are commonly used in business and finance to represent key metrics such as revenue, expenses, and profit.

Waterfall Chart

A Waterfall Chart visualizes how an initial value is affected by a series of intermediate positive or negative values, leading to a final result. Named for its resemblance to cascading water, it helps users understand the cumulative effect of sequential values. This chart is particularly useful in financial analysis to track things like profit changes, budget flows, or variance explanations.

Line Chart

A Line Chart is used to show the trend or movement of a variable over time or along a continuous scale. It typically includes one or more lines representing data points connected by straight segments across the x and y axes. It's effective for highlighting trends, patterns, and fluctuations.

Area Chart

An Area Chart is a variation of the line chart where the area between the line and the x-axis is filled with color. This type of chart emphasizes the magnitude of values over time, highlighting not just the trend but also the volume represented.

Pie Chart

A Pie Chart is a circular chart divided into slices to illustrate numerical proportions. Each slice represents a category's contribution to the whole. Pie charts are useful for showing relative percentages and distributions, and are widely used in statistics, education, business, and research.

Combo Chart (Line and Column Chart)

A Combo Chart combines column and line graphs into a single visualization, allowing the comparison of two datasets with different units or scales. This is helpful when analyzing relationships between different types of data simultaneously.

Data Table (Regular Table)

Displays raw data in a structured tabular format with rows and columns, similar to an Excel spreadsheet. Each row represents a record, and each column corresponds to a specific data field.

Matrix Table

A Matrix Table displays data in a pivot-style layout. It supports grouping at multiple levels and allows users to expand or collapse rows/columns. It’s especially useful for showing hierarchical data and summarizing large datasets.

The FPT Data Suite system is designed with multi-layered security architecture, ensuring data protection, tight access control, and compliance with enterprise-grade security standards.

Secure Authentication & Login

• Single Sign-On (SSO): Supports login via trusted platforms such as FPT ID, Google, Facebook, or organizational identity providers (via SAML / OIDC).

• Multi-Factor Authentication (MFA): Adds an additional layer of protection by requiring a second verification method beyond username and password.

• Token-Based Authentication: Uses industry-standard protocols like OAuth2 and JWT to securely manage user sessions.

Access Control & Authorization

• Role-Based Access Control (RBAC): Manages user permissions at multiple levels — Organization, Workspace, and Report. Each role defines clear access scopes.

• Flexible Sharing: Allows reports to be shared with individuals or user groups, while controlling what data and functionality they can access.

• Data-Level Security: Ensures users only see the data they are authorized to access — even when viewing the same report — by applying row-level filters or access conditions.

You can delete a chart using one of the following methods:

Use the Delete Key

Use the Delete Feature

Image Type Options

You can choose how the image fits within the frame:

• Fill: Stretch the image to fill the entire frame. This may distort the image.

• Contain: Resize the image to fit within the frame while preserving its aspect ratio.

• Cover: Scale the image to cover the entire frame while keeping the aspect ratio. Some cropping may occur.

A Matrix Table is a data visualization tool that allows you to display information across multiple dimensions. Unlike regular Data Tables, which present data in flat rows and columns, a Matrix Table enables the arrangement of dimensions along both rows and columns, with measures placed at their intersections. This creates a grid-like layout where each cell shows an aggregated value based on the combination of row and column dimensions.

Components of the View Matrix Table Interface

1. Title: The name of the Matrix Table.

2. Columns: Dimensions and/or measures displayed horizontally.

3. Rows (Data rows): Dimensions displayed vertically, with support for hierarchical expand/collapse functionality.

4. Totals: Aggregated values displayed at the bottom of columns and at the end of rows.

5. Row Pagination: Splits the vertical data when there are too many rows to display at once.

6. Column Pagination: Splits horizontal data when there are many columns or measures.

Functions in the View Matrix Table

• Expand/Collapse Rows: Allows you to explore data at different levels of hierarchy for a more detailed or summarized view.

• Vertical Paging: Navigate through multiple row groups when the table contains a large dataset.

• Horizontal Paging: Navigate through column groups when many dimensions or measures are displayed.

• Sort Axis: Sort the table based on the values of any row dimension or measure:

Click the menu icon in the top-left corner of the table to access additional supported functions.

• Dimensions: These are elements used to define columns, rows, or groupings in a report or chart. Dimensions are categorical attributes that help group, filter, or segment the data. Examples include product names, regions, departments, or dates.

• Legends: A component of a chart that visually distinguishes different data groups. In charts such as column or bar charts, legends use colors or labels to represent various categories like product types or regions.

• Metrics: These are quantitative values displayed in charts. For instance, in a column chart, the height of the columns represents a metric such as revenue, sales volume, or profit.

• Tooltips: An interactive feature that displays detailed data when you hover over chart elements. Tooltips usually show values for individual data points, helping users gain insights without cluttering the chart interface.

• Sort: A function used to order data in charts, tables, or reports—either ascending or descending. Sorting makes it easier to spot trends, outliers, or rankings in the data.

• Limit: Allows you to restrict the number of rows, values, or data points shown in reports, charts, or datasets. This is useful when you want to focus on top values or avoid performance issues with large datasets.

• Filter Preferences: Enables users or report designers to define how filters interact across components of a report. For example, a slicer can be set to affect only certain charts or tables, giving more flexibility and control in data exploration.

• Conditions: (Coming soon) – This section is not yet available or implemented.

Before creating a Report, ensure that you have already:

• Created a Dataset

• Created a Data Model

There are two primary methods to create a new Report:

From the Data Model

From the Report Module

Bookmark is a feature that allows users to save the display state of a Report Page, including which components are shown or hidden. This enables users to easily switch between different analysis modes without needing to manually reconfigure the layout each time.

Create Bookmark

To create a bookmark, follow these steps:

Using Bookmarks

Bookmarks can be used in flexible ways:

1. Direct Use (Standalone) End users can select a bookmark from the bookmark bar to instantly switch the report view to the saved configuration (i.e., showing and hiding components as specified).

2. Combine with Buttons You can link bookmarks to buttons in your report. This allows users to switch views with a single click, providing a more intuitive and seamless experience—without relying on the bookmark panel.

FPT Data Suite provides a library of pre-designed Report Templates that help users quickly get started with commonly used business reports — without having to build them from scratch. Users can select an appropriate template and then customize the data, charts, and layout to meet their specific analysis needs.

Benefits of the Report Template Library

This repository offers multiple advantages for businesses:

• Save time building reports.

• Standardize data presentation and analysis.

• Easily customizable to individual needs.

• Applicable across various departments: business, finance, accounting, and more.

Featured Report Templates

• Sales Performance Report Template

  • Analyze sales trends, team performance, and best-selling products.

  • Intuitive layout, ideal for presentations and tracking business goals.

• Finance Report Template

This report template library is continuously upgraded and expanded by the FPT Data Suite team to diversify the range of available templates and build a rich, flexible reporting ecosystem — delivering tangible value to every business and user.

Measures are quantitative indicators calculated from data within a Schema. When you create a report or chart, the system calculates these measures based on specified filtering conditions or data groupings.

Importance of Measures

• Enable quantitative analysis and data comparison.

• Serve as the foundation for building reports and charts.

• Support data-driven decision-making.

Default Measures

FPT Data Suite provides default measures for each dimension in a schema.

For dimensions with data types: Date, Datetime, String, or Boolean, the following aggregate functions are supported:

• COUNT

• COUNTDISTINCT

• MIN

• MAX

For dimensions with data types: Number, or Double, the following functions are supported:

• COUNT

• COUNTDISTINCT

• SUM

• AVG

Custom Measures

FPT Data Suite supports three types of custom measures:

1. Basic Measure Calculated based on one or more columns of numeric data combined with aggregate functions (such as SUM, COUNT, AVG, etc.).

2. Filter Measure Dynamically adjusts filter conditions based on the context of each report. Instead of using fixed filter values, this type of measure utilizes user-selected variables (e.g., time, region, segment) to generate contextual results.

3. Formula Measure Created using custom formulas, allowing users to combine multiple measures — even across different schemas — to produce advanced analytical metrics.

What is Filter Interaction Control?

Filter Interaction Control is a feature that empowers users or report designers to manage how filters from one component (e.g. a slicer or chart) affect other components in a report.

Purpose of this feature:

• Control the flow of analysis: Guide user interactions and exploration logic in dashboards.

• Prevent unintended filtering: Ensure that certain visualizations (e.g. high-level summaries) remain unaffected by specific filters.

• Enable advanced interactive reporting: Support the creation of dynamic dashboards, where components can filter or exclude one another selectively.

How to Configure Filter Interaction Control?

The report screen consists of six main sections:

1. Report Pages

This area contains the individual pages of the report. For example, in the image above, the report is currently displaying data on the “Page default” page.

2. Report Name & Toolbar

The toolbar provides options for customizing the report or the page. Some features may require specific permissions. For instance, depending on your access level, you may or may not be able to edit the report.

3. Main Report Area

This is where slicers, scorecards, and charts are displayed. It presents the visual content of the report based on the configured data and filters.

4. Filters Pane

The Filters pane displays all filters currently applied to the report or the page. To collapse or expand the pane, click the arrow icon (>).

5. Visualization Settings

This section allows users to customize visual elements such as chart types, field selections, formatting options, and colors for text and values.

6. Data Sample Panel

Displays the columns of data from the associated data model (including dimension and fact tables). The data may include numbers, text, dates, and calculated fields.

FPT Data Suite is structured using an Organization → Workspace model to ensure separation, manageability, and flexible authorization across user groups and projects:

• Organization: Represents the top-level unit in the system (e.g., a company, corporation, or organization). Each Organization can contain multiple Workspaces and manages users at a global level.

• Workspace: An independent working environment within an Organization, typically associated with a specific project, product, or functional team. A Workspace helps isolate data, configurations, access rights, and technical components (such as Reports, Data, Pipelines) between different groups within the same organization.

Benefits of This Structure

• Segregate data and resources by team or project.

• Manage users by role at both the Organization and Workspace levels.

• Support flexible scaling and operations across multi-team environments.

Access Management Mechanisms

The FPT Data Suite system supports access control through two main mechanisms:

1. Role-Based Access Control (RBAC) Users are assigned roles at either the Organization or Workspace level. Each role defines specific access rights to functions and resources such as:

   • Viewing/editing Reports

   • Editing Datasets and Data Models

   • Managing Pipelines

Key Advantages of Combining RBAC and Resource Sharing

• Ensures secure and precise access control.

• Enables flexible collaboration and efficient information sharing among members and teams.

The View Data Table interface allows users to view raw or transformed data in a tabular format. This is a key feature for checking, validating, and analyzing data in detail.

Components of the View Data Table Interface

1. Title: Name of the Data Table.

A Primary Key is the field that uniquely identifies each data row within a schema.

Before establishing relationships between Schemas in a Data Model, users must clearly define the Primary Key for each Schema. This ensures the system knows how to connect and compare data accurately. Choosing an incorrect Primary Key can severely affect data analysis quality, leading to inaccurate results in reports and charts.

Primary Key Features:

Datasets within FPT Data Suite contain information about their Fields. Users can modify and update some of this field information by following these steps:

The Tree Slicer (Infinite Dataset) is an advanced filtering component that enables users to select one or more values from a list to filter data across the entire report page. It is especially useful for dynamic or large datasets and supports use cases such as:

• Browsing and selecting values in a tree structure or flat list.

• Filtering data across the page by one or more selected values.

• Supporting filters by time

SSO – Organization Account is a feature that allows businesses to centrally manage users within their organization, ensuring security and compliance with internal access policies. The system supports integration with identity services such as Active Directory, Azure AD, Google Workspace, etc., via standard protocols: SAML and OIDC.

Key Benefits for Businesses

Role-Based Security is a mechanism that controls data access in the Data Model based on the user's role. Each user can only view the data that corresponds to their assigned permissions.

How It Works

• Users are assigned to one or more roles.

Conditional Formatting allows users to apply visual styles (like colors, icons, and fonts) to data elements based on their values. Its purpose is to help users quickly identify trends, highlights, warnings, or anomalies in Reports.

This feature is currently supported on the following components:

• Data Table: Format cell background, text color, or icons based on each cell’s value.

• Scorecard: Highlight KPI values with color or an icon depending on a set threshold.

In addition to role-based authorization, the system also supports a flexible sharing mechanism for individual Reports. Users can share Reports with other individuals or User Groups, with specific permissions such as Viewer (view only) or Member (edit). This allows for more flexible collaboration without affecting overall permissions at the Workspace or Organization level.

Share an Individual Report

Sharing is applied to each Report, with custom permissions for each shared user (e.g., Report A is shared with User X, Report B with User Y).

Share Reports in Bulk by User Group

FPT Data Suite supports sharing Reports in bulk based on the configuration of each User Group, helping to simplify report distribution with the correct access permissions and data scope.

This feature allows Workspace Admins to:

• Save time: Avoid manual sharing of individual reports to each user.

• Ensure consistency: All group members receive the right reports with the correct permissions and filters.

• Scale efficiently: When new members are added to a group, predefined sharing settings can be applied automatically.

Create a Measure

Update a Measure

Delete a Measure

Quarter 3, 2025