Necto TrainingModule 6: Necto Advanced Analytics

Objectives

By the end of this lesson you will be able to:

Perform advanced analytics by:Defining formulasDefining exceptions

Enhance your workboard by configuring properties

Agenda

Automated InsightsFormulasExceptionsProperties

Automated Insights

Automated InsightsWhen did our results drop compared to the previous year?

It will take me ages to search the data

It only takes a few seconds with the One Click Insight feature!

One Click Insight

Compares selected period with previous period 1. Click to use

automatic insight

2. Set criteria

Show only values that match criteria

Found Insights

Indicator that value matches the criteria

Wow! One Click quickly pinpoints trends and challenges from volumes of data

Color indicates severity

Cause and Effect

Click to find cause and effect

Wait there’s more! Necto helps you find the root cause of the problem

Cause and Effect ResultsMove mouse over to see details

Can activate cause and effect again by clicking value or arrow

Previous view is saved in scrapbook for quick access

Advanced Analytic Options

Accessing Advanced Analytic OptionsEnter Edit

ModeMaximize the component

Advanced Analytic Options

Formulas Exceptions Properties

Using Formulas

What Are Formulas?

User-defined members are created by formulasFormulas use Necto’s predefined formulas or MDX functions to create membersMembers in the grid can be dragged into the formula definitionFormulas can use dynamic parameters

I’d like to do calculations that are not provided by the cube.For example: examine the difference between two products

Formula Definition ProcessSet a name Result

formatOrder of calculation if function within function

Select a formula type

Select and drag members from grid

Change order in formula

Delete member from formula

View Formula Apply

Formula Created – New Member Appears

Click New – to create an additional formula

Member menu + formula options

Math Formula Type

Formula SyntaxSum Sum(…)Ratio Param1 /Param2Growth (Param2 – Param1)/Param1Difference Param2 – Param1Average Average(…)Max Max(…)Min Min(…) Wow! I can see

not only numbers, but how they relate to each other

Customized Formula Type

Time Formula Type

Function Description

YTD Returns a set of months starting with the first month of the year and ending with supplied month

QTD Returns a set of months starting with the first month in the quarter and ending with supplied month

MTD Returns all siblings of the supplied member starting at the first sibling and ending with the supplied sibling

Free MDX

Select free MDX type

Or start from predefined formula and edit its MDX

Free MDX Editing Options

Measures and parameters appear in bold

Check if valid

Insert OLAP command

Set font and size

Insert placeholder To define a

parameter

Floating window

Maximize

Using Parameters in Free MDX

I’d like the end-user to be able to set a value (% change in sales)

Add a formula that will reflect the expected change

Use of Parameters in MDX - Definitions

Title displayed on workboard.# will be replaced with the current value

Name that will be used in MDX

Navigation Component definition View Component formula definition

Exercise 1 – Working with Formulas

Define a Mathematical formula Define a Customized formulaDefine an MDX Formula that includes dynamic parameters

Exceptions

Exceptions

Highlight cell values according to a specified criteria

Apply to measure

Enable or disable exceptions at any time

Exceptions are defined per component per measure

Tooltip shows criteria or description

Description will be used in tooltip instead of criteria

Defining a Simple Exceptions

2. Click to add an exception definition

3. Select Exception Type = Simple

4. Define criteria

5. Click to apply

1. Select a Measure

Defining Exceptions – On Selected Members Only

I have a lot of data in the grid. I would only like to check exceptions in several members.

Bubble-up ExceptionA bubble-up exception highlights parent cells when a descendant meets the criteria definition

In general, helmet sales have met the goal. But individual types of helmets have not

Defining a Bubble-up Exception

Select Exception Type = Bubble up

Select hierarchy level

Free MDX Exception

Check if valid

Insert OLAP command

Set font and size

Insert placeholder

Create parameters

Format MDX

Can drag items from the grid to the MDX expression

Using a Navigation Control With Exceptions

Each month the sales quota changes. Will I need to edit the exception every time?

You can add a navigation control that will allow you to dynamically set criteria value

Defining a Navigation Control of Type Exception

1. Click and drag to add navigation control to workboard

3. Select Type = Exception

2. Click to add parameter

4. Select exception defined in workboard

5. Values are automatically populated. You may edit them

6. Select Visualization form

Using the Navigation Control While in Maximize Mode

Exercise – Working with Exceptions

Define a simple exceptionDefine a bubble-up exceptionDefine a navigation control of type “Exception”

Defining Deliveries

What are Deliveries?

Notification to users about exceptions

Creating a New Delivery

Delivery Task Wizard

Select the view to deliver

Exception can be in a different view

Schedule

When will exception be tested?

Will view be attached to the email?

Exception Task

Select exception

Delivery Message

Enter message text Insert the

view as..

Message can be plain text or html

Recipients

Select type of user

Browse and select users

Select security method

Sender

Provide sender information and subject

Select send option

Properties

Properties Definition

Internal component attributes

Color schemesChart/ Grid / Smart Report

Workboard elements attributes

Component’s external attributes: position, title, additional buttons

WorkboardComponent

Component PropertiesProperties category

To enable editing of properties, Inherit properties from skin = no

Properties are mostly visual attributes

Reset skin

Component Properties- Chart Properties

Can adjust number format

Component Properties - Filters Properties

Click to hide filter

Accessing Workboard Properties Components are minimized.

All Workboard components are displayed

Edit mode enabled

Select Properties

Workboard Properties - Application

After modifying properties you can save skin

Can select one of the saved skins

Set language

If you don’t like animations, can disable them

Enable editing of additional properties

Workboard Properties - Workboard

Click to add a script will be executed when WB is loaded

Change workboard size. Larger will include scroll bars

Slicer of previous workboard can be applied to this one when it opens

Graphical properties

Note: you can save skin at any level

Workboard properties - Component

Name of component

Component definition dialog Auto-refresh data

settings.Never or number of minutes

Workboard Properties - Adding Buttons to Components

Click Buttons

Add button

Define button properties

Select a Component

Can add a JavaScript

Workboard Properties – Enabling Editing of Data Properties

Select Application

Set to Yes

Editing Data Properties – in Component Properties

Select Data

Exercise

Modify Grid propertiesChange the background color of the y axis items

Add an action button to the gridThe button should alert(‘Hello World’);

Thank youAny Questions?