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SpringBoard Training

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At SpringBoard, we believe that collaboration and teamwork are the keys to achieving exceptional results.

Our approach involves aggregating data from all your sources and tailoring it to your unique needs, streamlining your workload and freeing up your valuable time.

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The Basics

Start by learning the simple ways to use SpringBoard with these three videos.

Login, Change Password, and Select Language

What to do the first time you login to SpringBoard.

Projects, Workbooks, Views and Make This My Start Page

Learn how your reports are organized and how to set up your account so you can see specific data right when you login.

Exporting Options: Excel, PowerPoint, Image

The different ways to export data from your online reports.

Tableau Training Videos

SpringBoard Data Management provides quality business intelligence solutions that drive corporate capability through marketing, sales, financial and advanced insights.

Filters and Views

The different ways to apply filters and views to your report.

Users and Groups

For Site Administrators: 
How to create new users and groups.

Project Permissions

For Site Administrators:
How to manage project permissions.


A tutorial on creating and editing simple, interactive reports using Tableau.

Make Chrome Remember Your Password

Want to sign into your SpringBoard accounts promptly and effortlessly? Learn how to make Chrome remember your password.

Hierarchy Tool Videos

Start by learning the simple ways to use SpringBoard with these three videos.

Overview of the Hierarchy Tool

A basic overview of the hierarchy tool.

Product Classification Using The Hierarchy Tool

Learn how to classify products using the hierarchy tool.

Exporting Options For THe Hierarchy Tool

How to export the hierarchy and the different exporting options.

Product Classification Using MS Excel

Learn how to classify products using MS Excel.