Informatica® PowerCenter® (Version 8.6)

Data Analyzer User Guide

Informatica PowerCenter Data Analyzer User Guide

Version 8.6 June 2008

Copyright © 2001-2008 Informatica Corporation. All rights reserved. Printed in the USA.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable.

The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing.

Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica Complex Data Exchange and Informatica On Demand Data Replicator are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright © Sun Microsystems. All rights reserved. Copyright © Aandacht c.v. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/) and other software which is licensed under the Apache License, Version 2.0 (the "License"). You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright, Red Hat Middleware, LLC, all rights reserved; software copyright © 1999-2006 by Bruno Lowagie and Paulo Soares and other software which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose.

This product includes software copyright (C) 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at http://www.gnu.org/software/kawa/Software-License.html.

This product includes software licensed under the terms at http://www.bosrup.com/web/overlib/?License.

This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/.

This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php).

This Software is protected by Patents including US Patents Numbers 6,640,226; 6,789,096; 6,820,077; and 6,823,373 and other Patents Pending.

DISCLAIMER: Informatica Corporation provides this documentation “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice.

Part Number: DA-USG-86000-0001

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvInformatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi

Chapter 1: Understanding Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Data Analyzer Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Wildcard Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Using the LDAP Directory Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Data Analyzer Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Types of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Types of Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Creating Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Prompts for On-Demand Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Logging in to Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Data Analyzer Login Page Display Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Data Analyzer Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Alerts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Displaying a Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Displaying a Composite Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Displaying a Dashboard on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Report Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Report Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Administration Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Create Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Create Composite Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Create Dashboard Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Manage Account Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

i i i

Chapter 3: Using Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Dashboard Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Dashboard Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Viewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Viewing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Interacting with Chart and Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Refreshing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Using Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Applying Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Using the *No Filter Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Editing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 4: Accessing Data Analyzer Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Searching for Data Analyzer Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating a Query for a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Saving the Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Steps for Creating a Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Using a Previously Saved Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Navigating the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Using the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Opening an Item in the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Flagging an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Moving or Copying an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Deleting an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Viewing the Properties for an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Accessing Data Lineage for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Creating a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Editing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Creating a Shortcut to a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Working with Shared Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Adding a Link to a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Editing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Emailing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Adding a Report or Shared Document to Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . 43

Chapter 5: Creating a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Public Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Selecting Layout and Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Selecting a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

iv Table of Contents

Creating a Custom Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Setting a Default Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Creating a Query to Search for Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Steps for Selecting Layout and Content for Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . 48

Creating Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Previewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Publishing a Public Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Chapter 6: Selecting Metrics for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Reports with Metrics Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Prompts for Metrics in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Creating a Query to Search for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing Data Lineage for a Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Steps for Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 7: Selecting Attributes for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Reports with Attributes Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Prompts for Attributes in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Creating a Query to Search for Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Accessing Data Lineage for an Attribute. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Steps for Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 8: Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Relative Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Absolute Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Granularity for the Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Refinements for the Time Period and Granularity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Prompts for Time Settings in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Steps for Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Editing Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

v

Chapter 9: Working with Filters, Filtersets, and Filter Identifiers . . . . . . . . . . . . . . . 73Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Types of Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Grouping Multiple Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Filters and Filtersets for Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Creating an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Filters on Date Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Using Progressive Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Creating Prompts Based on an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Steps for Creating an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Editing an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Applying Metric Filters to Granular Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Steps for Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Editing a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Working with Filtersets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Creating a Filterset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Applying an Existing Filterset to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Setting a Filter Identifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Adding or Deleting a Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Adding an Attribute Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Adding a Metric Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Deleting a Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Using a Global Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Using Global Variables with Date Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Chapter 10: Ranking Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Ranking Custom Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Ranking Reports with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

SQL Statements for Ranked Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Setting Absolute Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Setting Percent Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Chapter 11: Configuring Layout and Setup for a Report . . . . . . . . . . . . . . . . . . . . . . 99Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Setting Report Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Displaying Metrics as Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Steps for Setting Report Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Formats for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

vi Table of Contents

Date and Time Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Row Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Hiding Report Metadata and Data Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Row Banding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Empty Report Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Pagination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Steps for Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Creating a Report Table Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating an Analytic Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Creating a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Using an Existing Report as a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Creating Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Adding a Report Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Editing a Report Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Chapter 12: Publishing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Applying Security to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Steps for Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Defining Dashboard Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Setting Permissions on a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Subscribing Users to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Subscribing Users to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Unsubscribing to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Manually Subscribing Users to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . 129

Manually Subscribing to an Item from the View Tab or Find Tab . . . . . . . . . . . . . . . . . 129

Managing Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Broadcasting a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

State of a Broadcasting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Broadcast Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Broadcast Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Scheduling Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Broadcasting a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Broadcasting a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Searching for Recipients with Data Analyzer Accounts . . . . . . . . . . . . . . . . . . . . . . . . . 137

Archiving a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Archive Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Steps for Archiving a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Chapter 13: Working with Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Creating a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Using a Query to Search for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Table of Contents vii

Steps to Create a Composite Report and Add Subreports . . . . . . . . . . . . . . . . . . . . . . . 142

Applying Security to a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Defining Composite Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Steps to Set Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Setting Permissions for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Formatting a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Customizing Display Options for Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Publishing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Subscribing Users to a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Broadcasting a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Defining Broadcasting Rules for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Displaying a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Sharing Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Printing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Exporting Composite Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Emailing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Working with Composite Report Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Chapter 14: Running a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Displaying Report Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Displaying Reports with Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Steps to Display a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Viewing the Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Editing the SQL Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Multiple SQL Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Data Restrictions in the SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Using System Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Suppressing the GROUP BY Clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Using Reports with Edited SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Steps for Editing the SQL Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Using Stored Procedures in the Edited SQL Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Using SQL Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Saving a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Chapter 15: Analyzing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Report Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Data Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Saving an Existing Report as a New Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Editing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Highlighting Metric Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Understanding Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Understanding Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Understanding State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Understanding User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

viii Table of Contents

Hiding Metric Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Creating a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Editing a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Deleting a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Drilling into a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Results of Drilling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Steps for Drilling into a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Changing Granularity of a Report with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . 182

Drilling Anywhere in the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Drilling into a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Using Analytic Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Adding a Related Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Viewing Help Glossary Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Changing the Data Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Sorting a Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Pivoting a Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Displaying Metric Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Hiding the Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Accessing Data Lineage for a Metric or Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Chapter 16: Modifying a Report on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . 193Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Deleting a Metric from a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Deleting an Attribute from a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Chapter 17: Adding Calculations to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Layout-Dependent Metric Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Subtotals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Calculations in Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Calculations in Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Adding Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Basic Metric Calculations for All Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Basic Metric Calculations for Reports with Time Settings . . . . . . . . . . . . . . . . . . . . . . . 200

Basic Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Performing Calculations on Undefined Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Steps for Adding Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . 202

Deleting Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Working with Custom Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Creating a Custom Metric in Simple Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Creating a Custom Metric in Advanced Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Editing a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Deleting a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Table of Contents ix

Configuring the Sum and Average Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Promoting a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Working with Custom Aggregates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Setting the Context for a Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Types of Contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Syntax for the Context Argument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Setting the Context for Functions of Running Category . . . . . . . . . . . . . . . . . . . . . . . . 215

Layout of Custom Aggregates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Steps for Creating a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Editing a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Deleting a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Chapter 18: Adding Custom Attributes to a Report . . . . . . . . . . . . . . . . . . . . . . . . . 219Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Creating Groups for a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Creating an Expression for a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Creating Layout-Dependent Custom Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Creating a Custom Attribute Based on a Date or Timestamp Attribute . . . . . . . . . . . . . 222

Steps for Creating a Custom Attribute Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Editing a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Saving Custom Attributes to the Schema Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Chapter 19: Working with Report Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Types of Report Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Bubble Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Combo Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Displaying Data in a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Methods for Plotting Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Displaying Calculations in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Displaying Statistics in a Line Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Displaying Metric Formats in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Working with Report Charts on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 232

Adding a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Modifying a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . 235

Deleting a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 236

Working with a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Adding a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Modifying a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Deleting a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Customizing the Display of a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Displaying a Part of a Report in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Displaying Charts for Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Displaying Charts for Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Configuring the Grid Lines for a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

x Table of Contents

Displaying Report Charts in Another Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Displaying Geographic Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Using Maps as Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Associating a Map with More than One Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Steps to Display Geographic Charts for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Editing DataAnalyzer.properties to Set the Map Directory . . . . . . . . . . . . . . . . . . . . . . 246

Modifying Report Chart Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Modifying the Default Chart Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Assign a Chart Color to an Attribute Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Chapter 20: Sharing Report or Dashboard Information . . . . . . . . . . . . . . . . . . . . . . 249Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Setting Up HTML and PDF Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Printing a Report or Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Exporting Report or Dashboard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Exporting Data to HTML. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Exporting Data to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Exporting Data to CSV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Steps to Export Report or Dashboard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Exporting Reports or Dashboards Containing Japanese Fonts to PDF . . . . . . . . . . . . . . 253

Emailing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Selecting Email Recipients from the LDAP Directory Service . . . . . . . . . . . . . . . . . . . . 255

Adding Comments to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Adding and Viewing Feedback on a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Adding Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Viewing or Deleting Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Chapter 21: Working with Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Working with a Microsoft Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Creating the Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Uploading the Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Editing an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Deleting an Excel Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Exporting Report Data to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Retaining Data Analyzer Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Exporting to an Excel PivotTable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Exporting Report Data Using an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Refreshing Data in an Excel File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Displaying a Report as a Microsoft Excel PivotTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Excel PivotTables and Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Installing Microsoft SOAP Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Table of Contents xi

Chapter 22: Working with Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Value-Based Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Position-Based Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Display Images for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

User Access for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Displaying Indicators on Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Animation for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Working with Chart and Table Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Chart Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Table Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Creating a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Selecting Values for an Indicator in a Report with Multiple Pages . . . . . . . . . . . . . . . . . 280

Modifying a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Deleting a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Adding a Chart or Table Indicator to a Personal Dashboard . . . . . . . . . . . . . . . . . . . . . 282

Working with Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Value Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Text Labels for Value Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Display Types of Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Creating a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Modifying a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Deleting a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Adding a Gauge Indicator to Your Personal Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . 287

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Chapter 23: Managing Alerts and Alert Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . 289Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Accessing Your Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Viewing the Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Viewing or Editing the Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Viewing or Modifying the Alert Delivery Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Registering an Email Address for Alert Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Modifying the From Email Address for Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Registering a Pager for Alert Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Chapter 24: Setting Up Report Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Working with Report Update Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Activating or Deactivating a Report Update Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Working with Data Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Data Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Data Alerts Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

xii Table of Contents

Chapter 25: Managing Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Editing General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Viewing Interactive Charts and Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Editing Report Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Changing the Display of Date and Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Entering a Date or Timestamp Pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Steps for Editing Report Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Editing Your Personal Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Appendix A: Data Analyzer Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

General Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Combo Boxes and List Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Table Layout Tab in the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Report Table on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Fiscal Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Common Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Appendix B: Expression Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

General Rules of Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Nulls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Function Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Arithmetic Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Comparison Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Logical Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Date Format Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Table of Contents xiii

xiv Table of Contents

Preface

The Data Analyzer User Guide is written for the business executive and the business analyst who use Data Analyzer to answer business questions. The Data Analyzer User Guide provides information on how to use the dashboards, reports, workflows and other Data Analyzer features to analyze enterprise data and develop business insight.

Informatica Resources

Informatica Customer PortalAs an Informatica customer, you can access the Informatica Customer Portal site at http://my.informatica.com. The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica Knowledge Base, Informatica Documentation Center, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments.

Informatica Web SiteYou can access the Informatica corporate web site at http://www.informatica.com. The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services.

Informatica Knowledge BaseAs an Informatica customer, you can access the Informatica Knowledge Base at http://my.informatica.com. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips.

xv

Informatica Global Customer SupportThere are many ways to access Informatica Global Customer Support. You can contact a Customer Support Center through telephone, email, or the WebSupport Service.

Use the following email addresses to contact Informatica Global Customer Support:

♦ support@informatica.com for technical inquiries

♦ support_admin@informatica.com for general customer service requests

WebSupport requires a user name and password. You can request a user name and password at http://my.informatica.com.

Use the following telephone numbers to contact Informatica Global Customer Support:

North America / South America Europe / Middle East / Africa Asia / Australia

Informatica Corporation Headquarters100 Cardinal WayRedwood City, California 94063United States

Toll Free +1 877 463 2435

Standard RateBrazil: +55 11 3523 7761 Mexico: +52 55 1168 9763 United States: +1 650 385 5800

Informatica Software Ltd.6 Waltham ParkWaltham Road, White WalthamMaidenhead, BerkshireSL6 3TNUnited Kingdom

Toll Free 00 800 4632 4357

Standard RateBelgium: +32 15 281 702France: +33 1 41 38 92 26Germany: +49 1805 702 702Netherlands: +31 306 022 797United Kingdom: +44 1628 511 445

Informatica Business Solutions Pvt. Ltd.Diamond DistrictTower B, 3rd Floor150 Airport RoadBangalore 560 008India

Toll Free Australia: 1 800 151 830Singapore: 001 800 4632 4357

Standard RateIndia: +91 80 4112 5738

xvi Preface

C H A P T E R 1

Understanding Data Analyzer

This chapter includes the following topics:

♦ Introduction, 1

♦ Data Analyzer Basics, 2

♦ Data Analyzer Reports, 4

♦ Logging in to Data Analyzer, 7

IntroductionA comprehensive view of your enterprise data allows you to identify and analyze business trends and make informed business decisions. With PowerCenter Data Analyzer, you can extract and view data from various enterprise data sources, analyze the information, and share the insight you gain with other stakeholders in the enterprise.

Data Analyzer has an analytics engine that extracts, filters, and presents information in easy-to-understand reports. You can use Data Analyzer to design, develop, and deploy reports and set up dashboards and alerts to provide the latest information to users at the time and in the manner most useful to them.

Data Analyzer works with a database repository to keep track of information about enterprise metrics, reports, and report delivery. Once an administrator installs Data Analyzer, users can connect to it from any computer that has a web browser and access to the Data Analyzer host.

Data Analyzer can access information from databases, web services, or XML documents. You can set up reports to analyze information from multiple data sources. You can also set up reports to analyze real-time data from message streams.

If you have a PowerCenter data warehouse, Data Analyzer can read and import information regarding the PowerCenter data warehouse directly from the PowerCenter repository. For more information about accessing information in a PowerCenter repository, see the Data Analyzer Schema Designer Guide.

Data Analyzer provides a PowerCenter Integration utility that notifies Data Analyzer when a PowerCenter session completes. You can set up reports in Data Analyzer to run when a PowerCenter session completes. For more information about the PowerCenter Integration utility, see the Data Analyzer Administrator Guide.

1

Data Analyzer BasicsData Analyzer provides a set of features designed to make business analytics simple and easily accessible to any type of user. When you use Data Analyzer, you do not need to learn to use all its features to access the information you want. You can customize your personal dashboard so you can directly access all your key reports and documents from one place. You can also perform many analytic tasks on a report.

Data Analyzer supports the dimensional data warehouse model, which has a specialized set of terms to refer to concepts in business analytics. If you use the advanced features of Data Analyzer, you need to understand these terms so you can complete tasks more efficiently.

TasksData Analyzer lets users perform analytic tasks based on their roles and privileges. When the system administrator sets up your user account in Data Analyzer, the system administrator assigns you a role and privileges. The system administrator can use the system roles provided by Data Analyzer to assign you roles and privileges. Each system role includes the set of privileges that are required to perform specific tasks.

If you need quick access to analytic data, you can perform the following tasks:

♦ Add links to your personal dashboard for the reports and documents that are most useful to you.

♦ Set up alerts to notify you when the reports that interest you are updated or when the performance of business processes go beyond a certain threshold.

♦ Find and view any report in Data Analyzer content folders for which you have privileges.

♦ Export Data Analyzer data to Excel and other formats.

If you are a provider of analytic data, you can perform the above tasks and use more of the Data Analyzer features:

♦ Make changes to existing reports to explore more details and gain further insight into different aspects of the business processes.

♦ Perform complex analytics by setting up reports that logically link to other reports in an analytic workflow.

♦ Add time settings to reports to compare key business metrics across time periods.

♦ Define composite reports that collect critical business information on the same page or display multiple functions from data profiling reports in a single report.

If you are a schema designer, you can perform the tasks that a user and provider can do. In addition, you can perform the following tasks:

♦ Set up metrics and attributes that you use to create reports.

♦ Create reports and publish these reports for other users.

♦ Organize the reports and documents within Data Analyzer to make them easier to find and view.

♦ Create schedules and set up reports to run based on the schedules.

♦ Set up dashboards with predefined reports and documents that deal with a particular business process that other users might want to view.

TermsThis section discusses some key terms that Data Analyzer uses.

Metrics and AttributesMetrics and attributes are central to the Data Analyzer analytics process.

Any analysis of a business process involves measurements of its performance. In Data Analyzer, a measurement is known as a metric. Metrics are the factors used to evaluate a business process. For example, a manager might

2 Chapter 1: Understanding Data Analyzer

say that she needs to analyze “the average monthly sales of soap in the Western region in the last three quarters.” In this case, the measurement, or metric, that the manager wants to evaluate is average monthly sales.

The parameters involved in a metric are called dimension attributes or attributes. In the previous example, the attributes that affect the metric are product, sales region, and time. Attributes are the factors that determine the value of the metric.

Typically in Data Analyzer, the system administrator or schema designer sets up the metrics and attributes. You create a report based on the available metrics and attributes. When you view a report, you can also create custom metrics and custom attributes specific to the report.

In a simple report with one attribute and one metric, attributes are the rows in the left column and metrics are values in the right column. Metrics are typically numeric values.

Figure 1-1 shows a sample of a simple Data Analyzer report and the location of the metrics and attributes:

In a complex report with more than one attribute and more than one metric, multiple columns of attributes and metrics display. In some cases, there can be multiple columns of the same metric for different attributes.

Figure 1-2 shows a sample of a complex Data Analyzer report and the location of the metrics and attributes:

For more information about dimensional data warehouses, see the Data Analyzer Schema Designer Guide.

TimeoutIf you log in to Data Analyzer, but do not use it for 30 minutes, your session terminates or times out. If you want to continue to use Data Analyzer, you must log in again. A session timeout enables Data Analyzer to distribute its resources efficiently. A session timeout also guards against other people having unauthorized access to Data Analyzer through your login ID and session.

The Data Analyzer system administrator can configure the session timeout for the Data Analyzer server by editing the session-timeout property in the web.xml file. For more information about configuring the session timeout, see the Data Analyzer Administrator Guide.

LanguageYou can select a language for your Data Analyzer user account. The language determines the numeric, date, and time formats you see on the Data Analyzer interface.

Figure 1-1. Sample Report: Simple

Figure 1-2. Sample Report: Complex

Attribute

Metric

Attributes Metrics: Same Metrics for Different Attributes

Data Analyzer Basics 3

Data Analyzer displays time in the standard format of your language. For example, if your language is English (United States), Data Analyzer displays the time a report was updated in the 12 hour clock. For all other languages, Data Analyzer displays the time in the 24 hour clock.

Any date attributes in your reports and dates in calendar appointments display in the standard date format of your language. For example, if your language is English (United States), the default format for date attributes in a report is MM/dd/yy. You may choose any other available format for the date attributes.

You must enter any numeric values in the standard format of your language. For example, if your language is English (United States), when you create a gauge indicator, enter numeric values with period as the decimal symbol. If your language is French, enter any numeric value with comma as the decimal symbol.

For more information about selecting the Data Analyzer language, see “Editing General Preferences” on page 309.

Wildcard SearchWhen you search for items in Data Analyzer, you can use wildcards in the search criteria.

A wildcard is a special symbol that stands for one or more characters. Use the asterisk symbol (*) or the percent symbol (%) wildcard characters. Both wildcards represent one or more characters. Use these wildcard characters at any position within the value you specify.

For example, if you specify the search value as “fin*”, the search result displays all items that begin with the characters “fin”. Similarly, if you specify the search value as “*es”, the search result displays all items that end with the characters “es”.

You can also use partial names as the search value. Data Analyzer treats partial words as if they are surrounded by wildcards. For example, if you specify the search value as “fin”, the search result displays all items that include the characters “fin” anywhere within the name.

Using the LDAP Directory ServiceIf the Data Analyzer system administrator registers an LDAP server with Data Analyzer, you can access the list of corporate contacts from the LDAP directory service. Typically, the mail server system administrator maintains the LDAP directory. In Data Analyzer, the LDAP directory is also called the corporate directory. For more information about registering an LDAP server, see the Data Analyzer Administrator Guide.

Data Analyzer must have access to an LDAP directory service when you perform the following tasks:

♦ Email a report or dashboard. Email a report or dashboard to a corporate contact.

♦ Email a shared document. Email a shared document to a corporate contact.

Data Analyzer ReportsData Analyzer reports display enterprise data as metrics and attributes. You can display a single report on the Analyze tab or View tab. On either tab, you can display the report data as a table and a chart. Each tab provides a different view of the report data.

You can display a composite report only on the View tab, although you can switch between the composite report on the View tab and individual subreports on the Analyze tab.

4 Chapter 1: Understanding Data Analyzer

Types of ReportsYou can define the following types of report:

♦ On-demand reports. An on-demand report updates every time you open the report. The report displays updated data from the data warehouse. For very large reports, refreshing the report data may take several minutes.

♦ Cached reports. Data Analyzer updates the data of a cached report based on a predefined schedule. When you open a cached report, Data Analyzer displays cached data.

You must attach a cached report to a schedule. The system administrator creates the schedules to update reports. For more information about schedules, see the Data Analyzer Administrator Guide.

♦ Real-time reports. Real-time reports update continuously. The Data Analyzer system administrator configures real-time message streams. Data Analyzer creates a default report based on each message stream. Data Analyzer updates the report data when it gets a new message stream for the report. For more information about real-time message streams, see the Data Analyzer Schema Designer Guide.

Data Analyzer adds the real-time reports to a folder named Real-time in the Public Folders. You can go to the Find tab and search or browse for a real-time report in this folder. On the Analyze tab, you must manually refresh the report to see updated data. You can use real-time reports to create real-time alerts and indicators.

♦ Composite reports. A composite report is a collection of reports. You can combine the other Data Analyzer report types in a single composite report. For example, you can collect critical business information, such as monthly sales. Used with the Power Center Data Profiling option, you can view a single report that contains multiple functions and the associated metadata.

When you view a report, you subscribe to the report.

Certain icons represent the different types of reports on the dashboards and on the Find tab.

Note: When you view an on-demand report, Data Analyzer displays the report if you have read permission on at least one metric or attribute in the report. In the report, Data Analyzer displays only those metrics and attributes for which you have read permission.

When you view a cached report, Data Analyzer displays results according to the security setting of the report.

Types of Report TablesThe report table presents the report data as rows and columns in a table. There are the following types of report tables:

♦ Tabular. A tabular report table contains row headers only.

♦ Cross tabular. A cross tabular report table contains row and column headers.

♦ Sectional. A sectional report table displays the report data as sections. Each section of the report table provides the data for a unique attribute value.

For Data Analyzer reports, a metric value is also called an item in the report table.

You can select a metric value by clicking it in the report table. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values. In a cross tabular report table, if you select all the row or column attributes, Data Analyzer selects all the metric values in the report.

Creating ReportsData Analyzer allows you to create analytic reports from enterprise data. A report consists of a set of related metrics and attributes. For more information about metrics and attributes, see “Data Analyzer Basics” on page 2.

When you create a report, Data Analyzer creates one or more SQL queries. The queries are based on metrics, attributes, filters, and rankings you specify in the report. When you run a report, Data Analyzer runs the queries and displays the data returned from the data warehouse. You can modify the data and format of a report.

Data Analyzer Reports 5

To create a report, you need to specify the data and format for the report. You use the Create Report Wizard to create a report. Depending on the data you want to display in a report, you might complete one or more of the following steps:

1. Select metrics for the report.

2. Select attributes for the report.

3. Set time, filters, and rankings for the report. You can set the following options for a report:

♦ Time settings.

♦ Filters and filtersets.

♦ Filter identifiers.

♦ Ranking criteria. A ranked report displays data in a specific order. You can display the data in increasing or decreasing order, based on attribute and metric values.

4. Set layout and format for the report.

5. Publish a report.

After you create a report, you can view the SQL query for the report. You can also edit the SQL query for the report. If you edit the SQL query for the report, you can no longer modify the report from the Create Report Wizard or Analyze tab. To modify the report from the Create Report Wizard or Analyze tab, revert to the original SQL query of the report.

You can display a report on the Analyze tab or View tab. On either tab, use the Edit button to return to the Create Report Wizard. Do not click the browser Back button. If you use the Back button of the browser, Data Analyzer might clear the data on the page.

When you create a report, use the Reset button to clear the data from the report. Data Analyzer removes any metrics, attributes, filters, rankings, or formatting you might have added to the report and takes you to the beginning of the Create Report Wizard. Once you save a report, you can use the Reset button to clear all settings and create a new report.

Creating Composite ReportsData Analyzer allows you to create composite reports that collect a set of subreports. For example, you can view several functions from the PowerCenter Data Profiling option and view the associated metadata. Data Analyzer also has extended options for working with the data profile, such as exporting the report or viewing charts and graphs.

You can also use a composite report to collect business information from multiple data sources and display it on a single page. You can view the subreports in a tabular or chart display, depending on the subreport properties.

The metrics, attributes, and display options of each subreport appear in the composite report. Viewers of a composite report see only the metrics and attributes to which they have access. If the subreport definition changes, the composite report changes accordingly. Data Analyzer applies security to a report during broadcast, applying the combined permissions of the composite report and its individual subreports.

To create a composite report, you need to select the subreports and set permissions in the Create Composite Report wizard. You can also subscribe users and define broadcast rules. Depending on how you want users to access the composite report, complete one or more of the following steps:

1. Select subreports to include in the composite report.

2. Set permissions for the composite report.

3. Subscribe users to the composite report.

4. Choose formatting options for the composite report.

5. Define broadcasting rules for the composite report.

You can display a composite report on the View tab only. Use the Edit button to return to the Create Composite Report Wizard. Do not click the browser Back button. If you use the Back button of the browser, Data Analyzer might clear the data on the page.

6 Chapter 1: Understanding Data Analyzer

Click the name of a subreport to open the individual subreport on the Analyze tab. You can drill down to view the data lineage for individual subreports. Click the View tab from the Analyze tab to return to the composite report.

When you create a report, use the Cancel button to clear the report definition and start over.

Prompts for On-Demand ReportsYou can create prompts for on-demand reports. When you view a report with prompts, Data Analyzer prompts you to select the components for the report. This allows you to limit the contents of the report by displaying only the data you want. You can create prompts for reports based on the following report components:

♦ Metrics

♦ Attributes

♦ Time settings

♦ Attribute and metric filters

♦ Filtersets

♦ Global variables

When defining a composite report, you can optionally group prompt filters that are common to all subreports.

Logging in to Data AnalyzerYou can log in to Data Analyzer from the PowerCenter Administration Console, PowerCenter client tools, or Metadata Manager, or by accessing the Data Analyzer URL from a browser.

To log in to Data Analyzer, you need a user name and password. If you do not have this information, contact the Data Analyzer system administrator.

Use the Login page to log in to Data Analyzer. Once you log in, the View tab displays. The Login page displays in the default language of your browser. You can set the default language, fonts, and greetings for your user account.

To log in to Data Analyzer by accessing the Data Analyzer URL:

1. Open a browser.

2. Enter the URL in the address field of the browser.

See the system administrator for the Data Analyzer URL. The Data Analyzer URL has the following format:

http://host_name:port_number/<ReportingServiceName>

ReportingServiceName is the name of the Reporting Service that runs the Data Analyzer instance. For example, PowerCenter runs on a machine with hostname fish.ocean.com and has a Reporting Service named FinancialReporting with port number 18080. Use the following URL for Data Analyzer:

http://fish.ocean.com:18080/FinancialReporting

The Login page appears.

3. Enter the user name and password.

4. Select Native or the name of a specific security domain.

The Security Domain field appears when the PowerCenter domain contains an LDAP security domain. If you do not know the security domain that your user account belongs to, contact the PowerCenter domain administrator.

5. Click Login.

Logging in to Data Analyzer 7

The View tab appears.

If it is the first time you log in to Data Analyzer, the View tab displays an empty personal dashboard. If you have previously logged in to Data Analyzer, the View tab displays the reports, indicators, and documents that you set up on your personal dashboard, or the public dashboard you have selected to display on the View tab.

Note: You can log out of Data Analyzer at any time during your session. Before you log out, save your work. To log out of Data Analyzer, click Log Out. After you log out, you can log in again from the same browser window.

Data Analyzer Login Page Display LanguageThe Login page displays in the default language of your browser. For example, if the default language of your browser is English (United States), the Login page displays in English.

Changing the Login Page Display Language on Internet ExplorerTo view the Data Analyzer Login page in another language on the Internet Explorer browser, change the default language setting for your browser.

To change the display language for the login page on Internet Explorer:

1. Open the Internet Explorer browser.

2. Click Tools > Internet Options.

3. On the General tab, click Languages.

The Language Preferences dialog box appears.

4. Click Add.

5. Add the language you want to display for the login page and click OK.

6. In the Language Preference dialog box, use the Move Up or Move Down buttons to make sure the language you want to display is the first item on the list.

7. Click OK twice.

Microsoft Internet Explorer uses the language you select to display the Data Analyzer login page.

Changing the Login Page Display Language on Mozilla FirefoxTo view the Data Analyzer Login page in another language on the Mozilla Firefox browser, change the default language setting for your browser.

To change the display language for the login page on Mozilla Firefox:

1. Open the Mozilla Firefox browser.

2. Click Tools > Options.

3. On the General tab, click Languages.

The Languages and Character Encoding dialog box appears.

4. Select the language you want to display for the login page and click Add.

5. Use the Move Up or Move Down buttons to make sure the language you want to display is the first item on the list.

6. Click OK twice.

Mozilla Firefox uses the language you select to display the Data Analyzer login page.

8 Chapter 1: Understanding Data Analyzer

C H A P T E R 2

Data Analyzer Interface

This chapter includes the following topics:

♦ Overview, 9

♦ Alerts Tab, 10

♦ View Tab, 10

♦ Find Tab, 12

♦ Analyze Tab, 13

♦ Administration Tab, 15

♦ Create Tab, 16

♦ Manage Account Tab, 16

OverviewIn Data Analyzer, you use a web browser to perform tasks. Data Analyzer takes advantage of the web browser interface and well-known navigational conventions to facilitate business analytic tasks.

Data Analyzer groups related tasks within tabs. You navigate through the different tabs to perform different tasks. You can set up your personal dashboard to contain most of the information you need. You can also search for reports on the Find tab, view reports on the View tab or Analyze tab, set alert delivery on the Alerts tab, and configure your Data Analyzer account on the Manage Account tab.

Note: Composite reports display on the View tab only. From the View tab, you can select individual subreports to open on the Analyze tab.

If you have the required privileges, you can create reports with the Create Report Wizard or create composite reports with the Create Composite Report Wizard. System administrators can access the Administration tab to set up schemas and perform other administrative tasks.

When you log in, Data Analyzer determines your privileges according to your user profile and displays only the tabs that your privileges allow you to access. Data Analyzer system administrators have access to all tabs and can control access of other users.

9

Figure 2-1 shows the Data Analyzer tabs:

The Alerts tab, View tab, Administration tab, and the Create tab have menus that allow you to perform different tasks on the tabs. When you click a tab, wait for the entire tab to display before you use the menu.

Alerts TabBy default, Data Analyzer sends all report alerts to the Alerts tab. On the Alerts tab, you can view and modify alerts. You can also register other alert delivery devices to have Data Analyzer send alerts to those devices. You can suspend the delivery of alerts to registered alert devices during certain hours of the day or for an indefinite period of time.

View TabWhen you log in, Data Analyzer displays the View tab. For each user, Data Analyzer displays personalized information on the View tab. If you click the View tab from any other tab, the View tab always displays the last report or dashboard you viewed.

When you click the arrow icon on the View tab, the Subscription menu appears.

The Subscription menu displays options for subscribing or managing your subscriptions. The Subscription menu also displays your subscription list. The subscription list contains the reports and dashboards that you have manually subscribed to.

From the Subscription menu, you can complete the following tasks:

♦ Display a report. You can display a report you subscribe to.

♦ Display a dashboard. You can display your personal dashboard or another dashboard you subscribe to.

♦ Subscribe to a report or dashboard.

Figure 2-1. Data Analyzer Tabs

Tabs for different tasks

Available to system administrators and users with appropriate privileges

10 Chapter 2: Data Analyzer Interface

♦ Manage your subscription list.

Note: You cannot manually subscribe to a composite report from the Subscription menu. Use the Find tab instead.

Displaying a Report on the View TabYou can display a cached or on-demand report on the View tab. To display a report, select the report name from the subscription list. For an on-demand report, Data Analyzer runs the report and displays updated data from the repository. For a cached report, Data Analyzer displays data from the last scheduled run of the report.

When you display the report on the View tab, you can view the report but not manipulate or alter the report. The View tab displays the following report details:

♦ Report properties. The comments and description associated with the report and user name of the owner of the report.

♦ Update information. For a cached report, Data Analyzer displays the date and time the report was last updated. For an on-demand report, it displays the text “On Demand.”

♦ Filters. A filter displays report data based on certain conditions.

♦ Filtersets. A filterset is a named filter or group of filters.

Data Analyzer displays the report data in a default format. If you want to further enhance the appearance of the report on the View tab, you can customize the report format in the Layout and Setup page of the Create Report Wizard.

When you view a report, you can set it as the default report for the View tab. Every time you log in to Data Analyzer, the default report appears. To set a report as the default for the View tab, click Set as Default. You can also set a dashboard as the default for the View tab.

On the View tab, you can perform tasks to exchange report information with other users. If you want to analyze or change the report, you can display the report on the Analyze tab.

Displaying a Composite Report on the View TabComposite reports always display on the View tab. You can open a composite report from the subscription list, from the View option on the Find tab, or from the Create Composite Report Wizard. If one of the subreports in the composite report is an on-demand report, Data Analyzer runs the report and displays updated data from the repository. For a cached report, the Data Analyzer displays data from the last scheduled run of the subreport.

When you display the composite report on the View tab, you can view but cannot edit the report. The View tab displays the following composite report details:

♦ Report properties. The comments and description associated with the composite report and user name of the owner of the composite report.

♦ Filters. If all subreports are on-demand reports, the combined set of filters displays below the composite report properties.

♦ Filtersets. If all subreports are on-demand reports, the combined filtersets display below the composite report properties.

♦ Goto. To quickly locate one of the subreports, select it from the Goto list.

♦ Subreport name. The subreport name is the name of the individual report. Click the name of the subreport to display it on the Analyze tab.

View Tab 11

♦ Subreport filters and filtersets. Filtersets specific to the subreport appear below the subreport name.

Data Analyzer displays the report data using the subreport settings for individual reports. You can also display borders around subreports, hide empty subreports, and select other display options for composite reports.

When you view a composite report, you can set it as the default report for the View tab. Every time you log in to Data Analyzer, the default report appears. To set a composite report as the default for the View tab, click Set as Default. As with standard reports, on the View tab you can perform tasks to share composite report information with other users.

Displaying a Dashboard on the View TabThe View tab displays public dashboards and your personal dashboard. When you log in for the first time, Data Analyzer displays an empty personal dashboard. You can customize the personal dashboard to give you easy access to data that you are interested in. You can configure Data Analyzer to display one of the public dashboards on the View tab.

You can also display any another dashboard you subscribe to. To display a dashboard you subscribe to, select the dashboard name from the subscription list.

Find TabThe Find tab allows you to search for reports and shared documents that you want to view. Data Analyzer keeps all reports, including composite reports, in Public Folders or in the Personal Folder of each user.

Click to display the subreport on the Analyze tab.

Click to set the report as the default for the View tab.

Click to go to other subreports on the page.

12 Chapter 2: Data Analyzer Interface

To find reports, you can browse through the Public Folders or your Personal Folder. You can also search for a specific report. As you browse the folders in Data Analyzer, you can organize reports by creating new folders and moving reports to the folders.

Analyze TabReport data appears as a table on the Analyze tab. The report table consists of attributes and metrics. These attributes and metrics display as row or column headers in the report table. You can also choose to display report data as charts on the Analyze tab.

If you click the Analyze tab from any other tab, the Analyze tab always displays the last report you opened. If you were viewing a composite report on the View tab, it displays the last subreport you opened. For on-demand and cached reports, as Data Analyzer processes the report, the processing time displays on the browser. For on-demand reports, the estimated time to run the report also displays on the browser.

The Analyze tab displays subreports that are accessed from a composite report in the View tab. From the Analyze tab, you can edit the subreport. After opening a subreport on the Analyze tab, click the View tab to return to the composite report.

For a cached report, Data Analyzer displays the date and time the report data was last updated. For an on-demand or real-time report, it displays the text “On Demand.”

Analyze Tab 13

Figure 2-2 shows a report on the Analyze tab:

Certain buttons and icons provide additional information about the report.

Table 2-1 describes the buttons and icons associated with a report:

Report DetailsThe Analyze tab displays the following report details:

♦ Filters. A filter displays report data based on certain conditions.

♦ Filtersets. A filterset is a named filter or group of filters.

♦ Alerts. A report alert allows you to receive notifications about critical data in a report.

Figure 2-2. Sample Report on the Analyze Tab

Table 2-1. Report Buttons and Icons on the Analyze Tab

Button/Icon Name Description

Permissions button Allows you to view and set access permissions for the report. Click the Permissions button to view or set access permissions.

Ownership icon Indicates if you are the owner of the report. If you are the owner of the report, the Ownership icon is green. If you are not the owner of the report, the Ownership icon is red. If you move the pointer over the Ownership icon, Data Analyzer displays the name of the report owner.

Data Restrictions icon

Indicates the report includes data that has been restricted. Hold the pointer over the Data Restrictions icon to see the restrictions associated with the report. The restrictions can be associated with metrics in the report or with a user name or group. If the Data Restrictions icon does not appear, report data is not restricted.

Report Metadata icon

Indicates the report metadata is hidden by default. Click the icon to access report metadata such as filters, alerts, and report indicators. If the Report Metadata icon does not appear, report metadata is already displayed in the report.

Report Data Actions icon

Indicates the report data actions are hidden by default. Click the icon to access and perform data actions such as adding metrics or charts, drilling, or customizing the query. If the Report Data Actions icon does not appear, data actions are already displayed in the report.

Report table Update information Report nameReport details

14 Chapter 2: Data Analyzer Interface

♦ Indicators. An indicator helps you track critical metric values in the report.

♦ Highlighting. Highlighting draws attention to critical data in a report and helps you pinpoint problem areas.

♦ Scales. If the scales for the metrics in the report are In Thousands or In Millions, Data Analyzer displays these as report properties. For more information about scales for metrics, see “Setting Report Table Formats” on page 106.

Report TasksOn the Analyze tab, you can complete the following types of task:

♦ Report-level tasks. After you open the report, you can save it, print it, export it to an Excel spreadsheet, PDF file, or other formats, or send it in an email message. You can edit the report or choose to add it to your personal dashboard.

♦ Data-level tasks. You can modify the report data or customize the way it appears on the Analyze tab. You can change the report table display, modify its filters, or set alerts or create indicators for it. You can also create workflows and link the report to related reports and documents.

Administration TabOn the Administration tab, data warehouse administrators and business analysts can set up analytic, organizational, or hierarchical schemas and define the metrics and attributes for the schema. System administrators can specify user access to Data Analyzer features, manage the report update schedule, and export and import repository objects.

When you click the Administration tab, Data Analyzer displays all the administrative tasks you can perform.

When you click the arrow icon on the Administration tab, the Administration menu appears. You can select an administrative task from the Administration menu by category.

Tabs for performing data-level tasks Buttons for performing report-level tasks

Administration Tab 15

Create TabOn the Create tab, you can create reports, composite reports, and dashboards. When you click the arrow icon on the Create tab, the Create menu appears.

From the Create menu, you can access the following wizards:

♦ Create Report Wizard

♦ Create Composite Report Wizard

♦ Create Dashboard Wizard

Create Report WizardYou can create reports to display information from the data warehouse. You can save these reports in your Personal Folder or in the Public Folders. Reports in the Public Folder are available to other users.

Create Composite Report WizardYou can create composite reports that combine two or more subreports to display several views of business information or see multiple functions in a data profile report. You can save these composite reports in your Personal Folder or in the Public Folders. Composite reports in the Public Folder are available to other users.

Create Dashboard WizardYou can create public and personal dashboards on the Create Dashboard Wizard. You can add indicators, links to reports, and links to shared documents to a dashboard.

Manage Account TabOn the Manage Account tab, you can set your password and set your preferences to personalize your view of Data Analyzer. You can set up your user name to access your email, contacts, and daily calendar from the company mail server. You can also set up the devices on which you want to receive alerts.

16 Chapter 2: Data Analyzer Interface

C H A P T E R 3

Using Dashboards

This chapter includes the following topics:

♦ Overview, 17

♦ Viewing a Dashboard, 18

♦ Viewing Indicators on a Dashboard, 19

♦ Using Dashboard Filters, 21

♦ Editing a Dashboard, 24

OverviewDashboards provide easy access to information. There are two types of dashboards, public and personal. You can choose to display any available dashboard on the View tab.

When you log in to Data Analyzer for the first time, Data Analyzer displays an empty personal dashboard as your default dashboard. You can add content to your personal dashboard and keep it as the default. You can also select a public dashboard as your default dashboard. Every time you log in to Data Analyzer, your default dashboard appears.

Dashboard ContentEach dashboard displays reports, indicators, and other documents within containers. A container is a section on the dashboard. Use a container to group dashboard content. Dashboard content consists of the following items:

♦ Indicators. Indicators are visual representations of critical business metrics. An indicator can be a gauge, chart, or table.

♦ Reports. Reports display data based on criteria you specify and in the format you set.

♦ Shared documents. Links to shared documents allow you to access documents outside the Data Analyzer repository.

♦ Dashboard filters. Dashboard filters allow you to set a scope for the data you see in an indicator. A dashboard filter is based on the report for which you created the indicator. When you apply a dashboard filter to an indicator based on a cached report, Data Analyzer applies the filter based on the cached data in the repository. When you apply a dashboard filter to an indicator based on an on-demand or real-time report, Data Analyzer runs the report before applying the filter.

You can set up containers when you create a dashboard. You can expand or collapse any containers on a dashboard. By default, Data Analyzer displays all dashboard containers expanded.

17

Figure 3-1 shows a dashboard on the View tab:

Dashboard TasksYou can complete the following tasks related to dashboards:

♦ Access a dashboard.

♦ View indicators on a dashboard.

♦ Use dashboard filters.

♦ Edit a dashboard.

♦ Delete a public dashboard.

♦ Print a dashboard.

♦ Email a dashboard.

♦ Export a dashboard.

♦ Comment on a dashboard.

♦ Add or view feedback on a dashboard.

Viewing a DashboardYou can view your personal dashboard and public dashboards on the View tab. Your personal dashboard is specific to your user profile. Only you can view your personal dashboard. When you view a dashboard, you can set it as your default for the View tab. Every time you log in to Data Analyzer, the default dashboard appears. You can also set a report as the default for the View tab.

Multiple users can view a public dashboard and access its reports, shared documents, and indicators. When you open a report from a dashboard, the report appears on the Analyze tab.

If you or another user deletes an indicator, report, or shared document, Data Analyzer removes the item from the dashboard.

When you create a dashboard, you can change the display names of indicators, reports, or shared documents on the dashboard. The display name is specific to that dashboard only. For items that do not have a display name, if you or another user changes the item name on the Analyze tab or the Find tab, Data Analyzer changes its name on all dashboards.

Figure 3-1. Sample Dashboard

Name of the dashboard

Dashboard containers

18 Chapter 3: Using Dashboards

To view a dashboard:

1. Open a dashboard from the Find tab or from the Subscription menu of the View tab.

The dashboard appears on the View tab.

2. To set the dashboard as the default dashboard, click Set as Default.

3. To display a report or shared document, click the report name or shared document name.

To display an underlying report from an indicator, click the indicator name.

Data Analyzer displays the report on the Analyze tab.

Viewing Indicators on a DashboardEach indicator displays the date and time the report was last updated. For indicators based on on-demand and real-time reports, Data Analyzer displays the current date and time. For indicators based on cached reports, Data Analyzer displays the date and time the report was last updated.

For chart and table indicators based on reports with sectional report tables, Data Analyzer displays the section attribute name you used to create the indicator.

You can view the following types of indicators on a dashboard:

♦ Gauge indicators. A gauge indicator lets you see if a metric value is within an acceptable range. There are four types of gauge indicators:

− Circular. A circular gauge is a dial consisting of a range of values and a needle showing the current metric value.

− Flat. A flat gauge is a continuum of a range of values. A needle shows the current metric value.

− Digital. A digital gauge displays the numeric value of the metric.

− Trend. You can create trend indicators in real-time reports. A trend indicator displays the last 10 values in a real-time message stream as data points.

♦ Chart indicators. A chart indicator lets you see report data in chart format. You can view indicator summary information for chart indicators on a dashboard. The summary information includes the attribute value and metric value for each item in the chart indicator. View the indicator summary to get details about the indicator without opening the associated report.

For bar chart indicators, if you created a highlighting rule for the report, Data Analyzer displays colored dots next to each highlighted value in the indicator.

♦ Table indicators. A table indicator lets you see report data in table format. You can expand or collapse a table indicator. By default, table indicators display expanded. You can collapse the table indicator to reduce the size of the indicator on the dashboard.

On the Create Dashboard Wizard, you can change the type of a gauge indicator. You can also change the size of an indicator on a dashboard.

You can open an underlying report from an indicator by clicking the indicator name on the dashboard. The report appears on the Analyze tab.

If you delete or hide metrics or attributes in the underlying report, indicators based on those metrics or attributes might get invalidated. On the dashboard, Data Analyzer displays invalidated indicators with a warning icon next to the indicator name.

Interacting with Chart and Gauge IndicatorsData Analyzer can display chart and gauge indicators as interactive so you can zoom into the indicator graphic. You can also view details about each item of an interactive indicator. To view chart and gauge indicators as interactive, you need to enable interactive charts and indicators.

Viewing Indicators on a Dashboard 19

Note: Data Analyzer does not display details about trend indicators.

Refreshing Indicators on a DashboardYou can refresh indicators for on-demand or cached reports to display updated data. When you refresh an indicator based on an on-demand report, Data Analyzer runs the report and displays updated data on the indicator. When you refresh an indicator based on a cached report, Data Analyzer updates the indicator based on cached data from the last scheduled run of the report. If a report updates within a login session, you must refresh the indicator to view the updated data.

Data Analyzer refreshes real-time indicators and indicators with animation. You can set up animation for an indicator when you create the indicator.

Before you refresh indicators for cached reports on the Internet Explorer browser, you must set the browser to check for a new version of the page.

Setting the Internet Explorer Browser to Check for New PagesTo refresh indicators for cached reports, you must set the Internet Explorer browser to check for new versions of stored pages.

To set the Internet Explorer browser to check for new pages:

1. In Internet Explorer, click Tools > Internet Options.

2. On the General tab, in the Temporary Internet Files section, click Settings.

The Settings window appears.

3. Select Automatically to check for newer versions of stored pages.

4. Click OK twice.

Microsoft Internet Explorer checks for new versions of the page.

Steps to Refresh Indicators on a DashboardComplete the following steps to refresh or view an indicator on a dashboard.

To refresh or view an indicator on a dashboard:

1. Open a dashboard from the Find tab or from the Subscription menu of the View tab.

The dashboard appears on the View tab.

Refresh button

20 Chapter 3: Using Dashboards

2. To refresh an indicator on the dashboard, click the Refresh button for the indicator.

Note: You can refresh indicators based on cached and on-demand reports. Indicators based on real-time reports and indicators with animation refresh continuously.

3. To view summary information for any item in a chart indicator, move the pointer over the item.

4. To zoom out of or zoom into an item in a chart indicator, right-click the bar, line, or pie chart section, and click Zoom Out or Zoom In.

After you zoom in or out, you can return to the original view of the indicator. Right-click the bar, line, or pie chart section, and click Original View.

Using Dashboard FiltersYou can use dashboard filters to refine the data that you see in indicators and to view specific attributes in a report. For example, if an indicator displays sales in California and uses a city attribute, you can use a dashboard filter to display sales in Los Angeles.

Use filters on your personal dashboard and on any public dashboard for which you have read access. When you access a public or personal dashboard, you can save the filter selections and customize the dashboard.

You can apply dashboard filters to indicators based on the following:

♦ Cached reports. Data Analyzer retrieves the report data cached in the repository and then applies the filter.

♦ On-demand reports. Data Analyzer runs the report to retrieve the latest data, and then applies the filter.

♦ Real-time reports. Data Analyzer runs the report to retrieve data, and then applies the filter.

Choose one of the following options to apply dashboard filters:

♦ Whole dashboard. Data Analyzer applies the filter to all containers on the dashboard.

♦ Individual containers. Data Analyzer applies the filter to each indicator in a specific container.

If the dashboard or container has multiple indicators, Data Analyzer applies the filter to all indicators that have the selected attributes.

You can apply multiple filters to an indicator. Data Analyzer applies each filter in the order in which it appears on the dashboard.

Figure 3-2 displays an indicator with multiple filters:

Figure 3-2. Indicator with Multiple Filters

Applied Filters

Using Dashboard Filters 21

Note: When you create an indicator, you can disable dashboard filters for an indicator. When you disable dashboard filters, Data Analyzer always displays the entire indicator data on the dashboard.

You can select multiple attribute values for a dashboard filter. For example, you have an indicator that uses the attributes Store State and City. You select CA for the Store State and Los Angeles and San Francisco for the City.

Figure 3-3 shows the filtered values based on your selection:

Applying Dashboard FiltersYou can apply a dashboard filter to the whole dashboard or to individual dashboard containers. You can apply multiple filters to an indicator and select multiple attribute values in a filter.

To apply dashboard filters:

1. Open a dashboard from the Find tab or from the Subscription menu of the View tab.

The dashboard appears on the View tab.

2. Click the filter link to select the attribute values that you want to display on the dashboard.

Data Analyzer displays a list of attribute values.

3. Select the attribute values that exist in the report that you add to your dashboard.

Figure 3-3. Indicator with Multiple Attribute Values

Applied Multiple Attribute Values

22 Chapter 3: Using Dashboards

You can select multiple attribute values.

If you select attributes that do not exist in the report, Data Analyzer displays “No data to display” on the indicator.

4. Click the arrow next to the filter link to apply the filters.

Data Analyzer displays the indicator with data that corresponds to the filter values you select.

5. Repeat steps 2 to 4 to apply additional filters to the dashboard.

If you do not save the filter value selections, they are valid only for your current session.

6. To save the filter value selections so that they display the next time you log in, click Save Filter Selections. The next time you log in and view the dashboard, Data Analyzer displays the dashboard based on the saved filters.

Using the *No Filter SelectionWhen you click the filter link to select the attribute values that you want to use for the indicator on the dashboard, Data Analyzer displays the *No Filter selection among the attribute values. Data Analyzer displays the *No Filter selection when you create a filter for any dashboard indicator.

When you set the dashboard filter for an indicator to *No Filter, Data Analyzer does not change the original scope of the indicator. Instead, it displays the indicator with the original parameters set when the indicator was created.

If you set up indicators based on aggregate values, you cannot use the filter to display the metric value for a specific attribute value. Instead, you need to use the *No Filter selection.

For example, you create an indicator based on the total dollar sales for all cities and add it to the dashboard. You then set up a dashboard filter for the City attribute. If you select an attribute value from the City list to make

*No Filter appears in all attribute value selections lists.

Using Dashboard Filters 23

the indicator display the dollar sales for a specific city, Data Analyzer displays a note icon with the message that the filter is not applicable to the indicator.

If you select *No Filter from the City attribute list, the indicator displays the dollar sales for the scope that the indicator was originally set up, the total dollar sales for all cities.

Editing a DashboardYou can edit a dashboard in the following ways:

♦ Add items to a dashboard. You can add reports, shared documents, and indicators from the Create Dashboard Wizard.

♦ Remove items from the dashboard. You can remove indicators, reports, and shared documents from a dashboard. The removed items remain in the repository, but do not appear on the dashboard.

♦ Change the order and display of items on the dashboard. You can change the size and type of an indicator. You can change the position of items within a container. You can also edit the layout of the dashboard. You can select a different layout or you can change the position of containers on the dashboard.

If you select a layout with fewer number of containers than the original layout, Data Analyzer places items from the additional containers into the last container of the new layout. For example, you have a dashboard with two containers. The first container contains two reports and the second container contains two indicators. You select a layout with one container for the dashboard. Data Analyzer places all the items in this container.

♦ Change the publish settings for a public dashboard. You can change the dashboard properties and permissions.

You can also add items to your personal dashboard from the View tab, Find tab or Analyze tab.

To edit a dashboard:

1. Open a dashboard from the Find tab or from the Subscription menu of the View tab.

The dashboard appears on the View tab.

2. Click Edit.

The Note icon means that the dashboard filter cannot be used on the indicator.

24 Chapter 3: Using Dashboards

Data Analyzer displays the Select Content and Layout page.

3. Make the necessary changes to the content or layout of the dashboard.

4. To preview the dashboard, click Preview.

5. To modify the publish settings for the dashboard, click Publish.

6. Click Save.

Data Analyzer displays the edited dashboard on the View tab.

Editing a Dashboard 25

26 Chapter 3: Using Dashboards

C H A P T E R 4

Accessing Data Analyzer Content

This chapter includes the following topics:

♦ Overview, 27

♦ Searching for Data Analyzer Content, 28

♦ Navigating the Content Folders, 33

♦ Using the Content Folders, 34

♦ Working with Folders, 39

♦ Working with Shared Documents, 41

♦ Adding a Report or Shared Document to Personal Dashboards, 43

OverviewUse the Find tab to access content folders. The content folders consist of the Public Folders and your Personal Folder. These folders contain Data Analyzer reports, shared documents, and public dashboards. You can navigate the content folders to locate reports, shared documents, and public dashboards. You can also create queries to search for reports, shared documents, and public dashboards.

You can access your personal dashboard from the View tab. For more information, see “View Tab” on page 10.

The Find tab consists of the following task areas:

♦ Shortcuts. Displays shortcuts to the content folders.

♦ Folders. Displays the content folders.

♦ Query. Displays the query and the options to create a query.

♦ Results. Displays the search results when you create a query to search for an item or displays a list of reports, shared documents, or public dashboards in a selected folder.

♦ Details. Displays detailed information about a selected folder, report, shared document, or dashboard.

27

Figure 4-1 shows the task areas on the Find tab:

You can complete the following tasks on the Find tab:

♦ Search for a report, shared document, or dashboard.

♦ Navigate the content folders to locate reports, shared documents, or public dashboards.

♦ Use the content folders to work with available reports, shared documents or public dashboards.

♦ Create folders and shortcuts to folders.

♦ Set up links to shared documents.

♦ View report properties.

♦ Add reports or shared documents to your personal dashboard.

Searching for Data Analyzer ContentOn the Find tab, you can create a query to search for reports, composite reports, shared documents, and public dashboards. Create a query to search for items based on specific criteria and a value for this criteria. After you create the query, you can run the query to display the search results in the Results task area.

If you select an item in the search results, Data Analyzer displays detailed information about the item in the Details task area.

Figure 4-2 shows a query and its results on the Find tab:

You can also create queries on other Data Analyzer tabs to search for content. For example, when searching content for a dashboard, you can create a query to search for indicators, reports, or shared documents you want

Figure 4-1. Find Tab Task Areas

Figure 4-2. Searching for an Item on the Find Tab

Shortcuts

Query

Results

Folders

Details

Query for the search Search results

28 Chapter 4: Accessing Data Analyzer Content

to add to a dashboard. Creating a query on other Data Analyzer tabs is similar to creating it on the Find tab. Depending on the context, the options for subject, criteria, and value might differ.

Creating a Query for a SearchThe query consists of the subject, criteria, and value for the criteria. The following text is an example of a query:

Show reports created by jwayne

In this example, the subject is “reports”, the criteria is “created by”, and the value is “jwayne”.

SubjectThe subject of the query is the item you want to search for. On the Find tab, you can select one of the following items as the subject for a query:

♦ Reports

♦ Shared documents

♦ Dashboards

CriteriaUse the search criteria to make a search specific. Depending on the subject, Data Analyzer displays a list of criteria that you can select to help refine the query.

ValueYou must provide a value for certain criteria. For example, when searching for a report, if you select “with name” as the criteria, you must enter a report name as the value for the criteria.

When entering values, you can enter an entire word or part of the word. You can also use the asterisk (*) and percent (%) wildcards. For more information, see “Wildcard Search” on page 4.

Table 4-1 lists the criteria and values you provide when you create a query to search for content:

Table 4-1. Criteria and Value when Searching for Data Analyzer Content

Criteria Value Required

All None. Data Analyzer displays all indicators, reports, shared documents, or public dashboards for which you have the read permission.

With name Name of the item you want to find. You can enter the partial name of the item.

Created by Name of the user who created the item you want to find.

With description Description of the item you want to find. You can enter the partial description of the item.

With keyword Keyword for the item you want to find.

For department Department name for the item you want to find. Select from a list of available values.

In category Category of the item you want to find. Select from a list of available values.

With attribute Display name of the attribute from the report you want to find. The display name is the display label for the attribute in the Schema Directory.

With metric Display name of the metric from the report you want to find. The display name is the display label for the metric in the Schema Directory.

I view frequently None. Data Analyzer displays up to 25 reports or shared documents you view frequently. Data Analyzer sorts the reports or shared documents by how frequently you view them and displays the most frequent to least.

Searching for Data Analyzer Content 29

When you log in the first time, Data Analyzer displays, “Show reports that I subscribe to” as the default query.

Search ResultsThe search results contain the reports, composite reports, shared documents, or public dashboards for which you have read permissions. If there are 15 or more items in the search results, you can scroll in the results list to view all items.

Figure 4-3 shows the elements of the results list:

Icons Describing the ItemData Analyzer uses icons to describe the items in the search results. Depending on the subject of the query, Data Analyzer displays different sets of icons. For example, the indicators icon displays for reports, but not for shared documents.

I have viewed recently None. Data Analyzer displays up to 25 reports or shared documents you viewed recently.

I have edited recently None. Data Analyzer displays up to 25 reports or public dashboards you edited recently.

I have added recently None. Data Analyzer displays up to 25 shared documents that you added recently.

I viewed on date Date on which you viewed reports or shared documents.

In folder Folder name in which Data Analyzer stores the report, shared document, or dashboard you want to find. If you enter “Personal Folder” as the value for this criteria, Data Analyzer displays items in the folder of that name under Public Folders. Data Analyzer does not display items under your Personal Folder.

I have flagged None. Data Analyzer displays all reports, shared documents, or public dashboards you flagged.

That I subscribe to None. Data Analyzer displays all reports or public dashboards you subscribe to.

I have created None. Data Analyzer displays all reports or public dashboards that you created.

I added None. Data Analyzer displays all shared documents that you added.

Used by Name of user who used the report or shared document you want to find.

Subscribed to Name of user or group who subscribed to the report you want to find.

With indicator Name of the indicator that displays on the dashboard you want to find.

With report Name of the report that displays on the dashboard you want to find.

With document Name of the shared document that displays on the dashboard you want to find.

Figure 4-3. Search Results on the Find Tab

Table 4-1. Criteria and Value when Searching for Data Analyzer Content

Criteria Value Required

Name of the item Date and time of last update

User name of the person who created the item.

Type of the item

Icons describing the item

30 Chapter 4: Accessing Data Analyzer Content

Table 4-2 lists the icons that describe items in the search results:

Icons Identifying Data Analyzer ContentThese icons help you identify the items that display in the search results. Data Analyzer displays a generic icon for cached and on-demand reports. Data Analyzer displays a different icon for real-time reports and another for composite reports. A generic icon represents all dashboards. A generic icon represents most shared documents. Some shared documents are identified by unique icons.

Table 4-3 lists the icons that identify Data Analyzer content:

Table 4-2. Icons that Describe Items in the Search Results

Icon Appears for Description

ReportsShared DocumentsDashboards

Represents a flagged item.

Reports Represents a report with indicators.

Reports Represents a report with alerts.

Reports Represents a report with highlighted metrics.

Reports Represents a report with analytic workflows.

Table 4-3. Icons Identifying Data Analyzer Content

Icon Description

Represents a cached or on-demand report.

Represents a real-time report.

Represents a composite report.

Represents a dashboard.

Represents a shared document that is a Microsoft Word file.

Represents a shared document that is a Microsoft Excel file.

Represents a shared document that is a Microsoft PowerPoint file.

Represents a shared document that is a PDF file.

Represents a shared document that is a link to a web site.

Represents a shared document that is a video file.

Represents a shared document that is an audio file.

Represents a shared document that is an image file.

Represents a shared document that is a Visio file.

Represents a shared document that is a Microsoft Project file.

Represents a shared document that is a ZIP file.

Searching for Data Analyzer Content 31

Name of the ItemName of the report, shared document, or dashboard. Data Analyzer displays on-demand, cached, and real-time reports in the results.

Date and Time of Last UpdateData Analyzer displays the date and time the report, shared document, or dashboard was last modified.

Owner of ItemData Analyzer displays the user name of the person who created the report, shared document, or dashboard.

Note: Data Analyzer stores your last query on the Find tab. During a session, you can always view the results of your last search. Every time you click the Find tab, the results of your last search display.

Saving the QueryAfter you create a query, you can save it. You might want to save queries that you use frequently. Use previously saved queries to save time.

You can also save a query as the default query for searching content. The default query is unique for each user account. Every time you access the Find tab, Data Analyzer displays the default query. If you do not have a default query, Data Analyzer displays the last query you used within the current session.

Use a saved query as the default query when searching for content. For example, you frequently search for reports for the IT department. You can create a query to “search for reports for IT department” and save it as the default query. Use this default query when searching for reports.

Steps for Creating a QueryWhen you create a query, specify the subject, criteria, and value for the search. The following steps are guidelines for creating a query in Data Analyzer. Use these steps to create a query on any tab.

To create a query for a search:

1. Click the subject link to select a subject for the query.

2. Select a criteria for the query.

Depending on the criteria you select, Data Analyzer prompts you to enter a value for the criteria.

3. If needed, enter a value for the criteria.

4. Click the Go button to run the query.

Data Analyzer displays the items matching the search criteria in the Results task area.

5. To save the query, click Save this Query.

6. To set the query as the default query, click Set as Default.

7. In the search results, click the item name.

The Details task area displays detailed information about the selected item.

Represents a shared document that is a text file.

Represents any other type of shared document.

Table 4-3. Icons Identifying Data Analyzer Content

Icon Description

32 Chapter 4: Accessing Data Analyzer Content

Using a Previously Saved QueryYou can use a previously saved query when searching for content. The following steps are guidelines for using a saved query in Data Analyzer. Use these steps to use a saved query on any tab.

To use a previously saved query:

1. Click Saved Queries.

Data Analyzer displays a list of saved queries.

2. Click the query you want to use.

Data Analyzer runs the query and displays the search results.

3. To remove a previously saved query, click Remove this Query.

Navigating the Content FoldersYou can navigate the content folders to locate the report, shared document, or dashboard you want to access. Content folders can contain other folders, reports, shared documents, and public dashboards. Data Analyzer displays the items for which you have read permissions. When you open a folder, Data Analyzer displays all available items in the folder in the Results task area.

If you are the owner of a folder, report, shared document, or dashboard, you can set access permissions to restrict other users from accessing the item. You can also use access permissions to share your personal folder with users and groups. For more information, see the Data Analyzer Administrator Guide.

To access an item in the content folders:

1. Click the Find tab.

When you log in the first time, by default, the Find page displays the reports that you subscribe to. Otherwise, the Find page displays your default query or the last query you used.

2. Click the folder that contains the report, shared document, or dashboard you want to access. You might need to navigate to a folder within a folder.

List of saved queries

Navigating the Content Folders 33

The Results task area displays the reports, shared documents, and public dashboards within the current folder.

The Details task area displays detailed information about the folder.

3. Click the report, shared document, or dashboard name, or pen the report, shared document, or dashboard.

Using the Content FoldersThe content folders consist of Public Folders and your Personal Folder. Public Folders can contain other folders, reports, shared documents, and public dashboards. Objects in Public Folders are available to all users by default. You can store personal reports and shared documents in your Personal Folder. You can also create other folders within your Personal Folder. Only you have access to objects in your personal folders.

You can share items in your Personal Folder by changing the access permissions to allow different users or groups to access items in your folder. If you want a user to access an item in your Personal Folder, you must grant the user Read permission to your Personal Folder and Read permission to the item.

If you want to share items without changing the access permissions of your Personal Folder, you can copy or move them to a Public Folder.

You can complete the following tasks in the content folders:

♦ Open a folder, dashboard, report, or shared document.

♦ Flag a dashboard, report, or shared document.

♦ Move or copy a folder, dashboard, report, or shared document.

♦ Delete a folder, dashboard, report, or shared document.

♦ View folder, dashboard, report, or shared document properties.

♦ Subscribe to a dashboard or report.

♦ View and set access permissions for folders, public dashboards, reports, and shared documents.

You can view and set access permissions for folders and other items in the content folders. By default, you have read, write, change permissions, and delete access permissions on the folders, public dashboards, reports, and shared documents in your Personal Folder.

♦ Access data lineage for a cached or on-demand report.

Selected folder Items in the selected folder

Details task area

34 Chapter 4: Accessing Data Analyzer Content

Opening an Item in the Content FoldersWhen you open a folder, the Folders task area displays other folders within the selected folder. The Results task area displays reports, shared documents, and public dashboards stored in the selected folder. When you open a cached or on-demand report, Data Analyzer displays the report on either the View tab or the Analyze tab. Data Analyzer displays real-time reports on the Analyze tab only.

When you open a shared document, Data Analyzer displays the document in another window. When you open a dashboard, Data Analyzer displays the dashboard on the View tab.

To open a folder, report, shared document, or dashboard:

1. On the Find tab, navigate to the folder, report, shared document, or dashboard you want to open.

2. Select the item to open.

3. To open a folder, double-click the folder name or click the plus (+) button next to the folder name.

The Results task area displays the reports, shared documents, and public dashboards within the opened folder.

4. Click the report name in the Results task area, and click View or Analyze in the Details task area to display the report on the View tab or the Analyze tab.

-or-

Right-click the report name in the Results task area, and click View or Analyze to display the report on the View tab or the Analyze tab.

Only the View option is available for composite reports.

Note: You can also open a report by double-clicking the report name in the Results task area. Data Analyzer displays the report on the View tab or the Analyze tab depending on the report preferences you selected for your user account. Composite reports always display on the View tab.

5. To open a shared document or dashboard, double-click the item in the Results task area.

-or-

Click the item in the Results task area, and click View in the Details task area.

-or-

Right-click the item in the Results task area, and click View.

Flagging an ItemYou can flag a dashboard, report, or shared document as a reminder to yourself or other users to follow up on the item. You can also flag important items. You can search for flagged items on the Find tab or the Create

An open folder Results task areaDetails task area

Using the Content Folders 35

Dashboard Wizard. On the Find tab, you can create a search query based on the items that you flagged. When you create or edit a dashboard, you can search for flagged shared documents or reports.

When you flag an item, Data Analyzer displays the Is Flagged icon next to the item name in the Results task area.

To flag a dashboard, report, or shared document:

1. On the Find tab, navigate to the folder that contains the item you want to flag.

2. In the Results task area, click the item name.

3. In the Details task area, click Flag.

Data Analyzer flags the item in the Results task area.

Moving or Copying an ItemYou can move folders, public dashboards, cached or on-demand reports, and shared documents to other folders. You can move public dashboards, reports, and shared documents from your Personal Folder to the Public Folders so that other users can access them. You cannot move an item if the destination folder has an item with the same name. When you move an item, you can drag-and-drop the item or cut-and-paste the item in the destination folder.

You can also make a copy of a folder, cached report, on-demand report, or shared document to store in another folder. You cannot copy a dashboard. You cannot copy an item if the destination folder has an item with the same name. When you copy an item, you can drag-and-drop the item or copy-and-paste the item in the destination folder.

When you copy a report, Data Analyzer copies any workflows associated with the report. Data Analyzer does not copy the following objects associated with the report:

♦ Alerts

♦ Indicators

♦ Highlighting rules

♦ Related reports and documents

You must create these objects in the copy of the report.

To move or copy a folder, dashboard, report, or shared document:

1. On the Find tab, navigate to the folder, dashboard, report, or shared document you want to move or copy.

2. To move the item, right-click the item, and click Cut.

-or-

Click the item, and click Cut in the Details task area.

-or-

Click the item and drag it.

3. To copy the item, right-click the item, and click Copy.

-or-

Click the item, and click Copy in the Details task area.

-or-

Click the item while pressing the Ctrl key, and drag the item.

4. Navigate to the destination folder.

5. Right-click the destination folder, and click Paste.

-or-

36 Chapter 4: Accessing Data Analyzer Content

Click the destination folder, and click Paste in the Details task area.

-or-

Drop the item in the destination folder.

If the destination folder contains an item of the same name as the item you want to move or copy, an error message appears. You can change the name of this item.

Deleting an ItemIf you no longer need a folder, dashboard, cached report, on-demand report, composite report, or shared document, you can delete it from the content folders. When you delete a folder, Data Analyzer deletes all dashboards, reports, shared documents, and folders under this folder. Deleting an item permanently deletes it from the repository.

If you delete a report or shared document that is on any dashboard, Data Analyzer removes the report or shared document link from the dashboard. If you delete a composite report, Data Analyzer removes the composite report but not the subreports.

When you delete a public dashboard, Data Analyzer removes all subscriptions to the dashboard. If you or another user deletes your default dashboard, Data Analyzer assigns your personal dashboard as your default dashboard.

You cannot delete the Personal Folder and Public Folders root folders. You cannot delete a real-time report from the Find tab.

To delete a folder, dashboard, report, or shared document:

1. On Find tab, navigate to the folder, dashboard, report, or shared document you want to delete.

2. Click the item and click Delete in the Details task area.

-or-

Right-click the item to delete, and click Delete in the shortcut menu.

Data Analyzer prompts you to confirm the deletion.

3. Click OK.

Viewing the Properties for an ItemWhen you select a folder, dashboard, report, or shared document, Data Analyzer displays the item properties in the Details task area.

Click the Permissions icon to view or set the access permissions for an item. For more information about setting access permissions, see the Data Analyzer Administrator Guide.

Viewing Dashboard PropertiesWhen you view the properties of a dashboard, Data Analyzer displays the dashboard content in the Details task area. In the dashboard content, you can click a report name to open the report. You can click an indicator name to open the underlying report.

Data Analyzer displays the reports on the View tab or the Analyze tab depending on the report preferences you selected for your user account.

Viewing Report PropertiesYou can view report properties in the Details task area. If the report displays data from a PowerCenter repository, you can view the date and time when the metrics and attributes were updated in the PowerCenter repository. For a composite report, you can view the subreports it contains.

You can edit the report from the Find tab. You can also email a report from the Find tab.

Using the Content Folders 37

To view report properties:

1. On the Find tab, navigate to the folder that contains the report you want to use.

2. In the Results task area, click the report name.

The Details task area displays the following report properties:

For reports that display data from a PowerCenter repository, the Report Properties window displays the View the Metrics and Attributes in the Report and When They were Last Updated link.

3. To view the date and time when the report metrics and attributes were updated in the PowerCenter repository, click the View the Metrics and Attributes in the Report and When They were Last Updated link.

The Report Properties window displays the date and time when all metrics and attributes in the report were last updated.

4. Click Close.

Accessing Data Lineage for a ReportIf the system administrator has configured Data Analyzer to provide data lineage, you can access data lineage for cached and on-demand reports, including cached and on-demand reports that are part of a composite report.

Property Description

Name Name of the report.

Description Description of the report.

Comments Comments for the report. This property displays for cached and on-demand reports.

Location Location of the report in the content folders.

Keywords Keywords for the report. This property displays for cached and on-demand reports.

Data Last Updated Date on which Data Analyzer last updated the report data. This property displays for cached reports.

Schedule For cached reports, the schedule at which Data Analyzer updates the report. For on-demand reports, this property displays “On Demand”. This property displays for cached and on-demand reports.

Estimated Time to Run the Report

Estimated time to run the query for the report. This property displays for on-demand reports.

Security Security settings for the report. This property displays for cached and on-demand reports.For more information about security settings, see “Applying Security to a Report” on page 124.

Created on Date the report was created.

Last Edited Date the report was last modified.

Created by User name of the person who created the report.

Modified by User name of the person who last modified the report.

Subreport(s) Names of the subreports included in a composite report. This property displays for composite reports only.

Subscribed to Users and groups who manually subscribe to the report. This property displays for cached, on-demand, and composite reports.For more information about subscribing, see “Subscribing Users to a Report or Dashboard” on page 128 or “Formatting a Composite Report” on page 144.

Related Reports and Docs

Names of related reports and shared documents. This property displays for cached and on-demand reports.

38 Chapter 4: Accessing Data Analyzer Content

Data lineage shows the flow of the data displayed in a report. Use data lineage to understand where the report data is coming from. For example, you can see the database table that provides the data for a metric in a report.

When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

You can export a data lineage to a HTML, Excel, or PDF document. You can also email the data lineage to other users.

Note: You can view data lineage on the Internet Explorer browser. You cannot view data lineage on the Mozilla Firefox browser.

To access data lineage for a report:

1. On the Find tab, navigate to the folder that contains the report you want to use.

2. Click the report, and click Data Lineage in the Details task area.

-or-

Right-click the item, and click Data Lineage in the shortcut menu.

Data Analyzer connects to a Metadata Manager server and Metadata Manager displays the data lineage for the report in a separate browser window.

You can view details about each object in the data lineage.

3. To disconnect from the Metadata Manager server, close the browser window.

Working with FoldersWhen you open a folder, the Folders task area displays the folders within the folder. You can click a folder to view its contents. You can create folders and shortcuts to folders.

Creating a FolderYou can create a folder in the Public Folders or in your Personal Folder to store reports, shared documents, and public dashboards.

To create a folder:

1. On the Find tab, navigate to the folder where you want to create the new folder.

2. Right-click the folder name, and click New Folder.

-or-

Click the folder name, and click New Folder in the Details task area.

3. In the Folder window, enter a name for the folder.

The folder name must be unique within the parent folder. The folder name can contain spaces and numeric characters. Maximum length is 255 characters.

4. Optionally, enter a description for the folder.

5. Click OK.

The folder appears in the Folders task area.

Working with Folders 39

Editing a Folder You can edit the name or description of any folder you create. You cannot edit the Personal Folder and Public Folders folders.

To edit a folder:

1. On the Find tab, click the folder name.

The Details task area displays the following folder properties:

2. Right-click the folder name, and click Rename.

-or-

Click the folder name, and click Rename in the Details task area.

-or-

Click Folder Properties.

3. In the Folder window, make the necessary changes.

4. Click OK.

Creating a Shortcut to a FolderYou can create a shortcut to a folder. Shortcuts allow you to quickly locate a folder, dashboard, report, or shared document. The shortcut displays in the Shortcuts task area on the Find tab. The shortcut has the same name as the folder. The shortcuts that you create are specific to your user account.

To create a shortcut to a folder:

1. On the Find tab, navigate to the folder you want to use.

2. Right-click the folder name, and click Create Shortcut.

-or-

Click the folder name, and click Create Shortcut in the Details task area.

The shortcut appears in the Shortcuts task area.

Note: To delete a shortcut, right-click the shortcut name, and then click Delete Shortcut. Or, click the shortcut name, and then click Delete Shortcut in the Details task area.

Property Description

Name Name of the folder.

Description Description of the folder.

Location Location of the folder in the content folders.

Keywords Keywords for the folder.

Created on Date the folder was created.

Last Edited Date the folder was last modified.

Created by User name of the person who created the folder.

Modified by User name of the person who last modified the folder.

40 Chapter 4: Accessing Data Analyzer Content

Working with Shared DocumentsA shared document is a document that you want to share with other Data Analyzer users. A shared document can be a web page or a file that resides on a web server. Shared documents are not stored in the repository. The repository stores the name, description, and URL address of a shared document.

You can email a shared document from the Find tab.

Adding a Link to a Shared DocumentYou can add a link to a shared document in the Public Folders or your Personal Folder. You might want to add a link to a shared document in your Personal folder and move it to a public folder after you test the link.

Data Analyzer uses icons that help you identify the file type of a shared document. For more information about these icons, see Table 4-3 on page 31.

To organize the shared documents, you can associate them with a department or category. For example, you can organize sales-related shared documents in the Sales department and revenue-related shared documents in the Revenue category. The Data Analyzer system administrator creates these departments and categories. For more information, see the Data Analyzer Administrator Guide.

Associating shared documents with a department or category can also help you search for these items on the Find tab. Associating shared documents with a department or category also helps you search for these items when you create or edit a dashboard.

To add a link to a shared document:

1. On the Find tab, navigate to the folder where you want to add the shared document.

2. Right-click the folder name, and click Add a Shared Document in the shortcut menu.

-or-

Click the folder name, and click Add a Shared Document in the Details task area.

The Shared Document window appears.

3. Enter the following information:

4. Click OK.

The shared document link appears in the selected folder.

Editing a Shared DocumentYou can edit the name, description, or URL address of a shared document. You can also change the category or department for the shared document.

Property Description

Name Name of the shared document link in the repository. The shared document link name must be unique within the folder. The name can contain spaces and numeric characters. Maximum length is 255 characters.

URL Address Location of the shared document. The location must start with http:// or https://. Data Analyzer does not verify that the document exists. Make sure that this is a valid URL.

Description Description of the shared document.

Keywords Keywords for the shared document.

Select a Category Category for the shared document.

Select a Department Department for the shared document.

Working with Shared Documents 41

To edit a shared document:

1. Click the Find tab.

The Find page appears.

2. Navigate to the folder that contains the shared document you need.

3. In the Results task area, click the shared document name.

The Details task area displays the following shared document properties:

4. Click Edit.

-or-

Click Document Properties.

The Shared Document window appears.

5. Make the necessary changes.

6. Click OK.

Emailing a Shared DocumentWhen you email a shared document, Data Analyzer attaches the shared document link to the email. Data Analyzer uses the reply-to email address as the From address for the outgoing email. You can add a reply-to email address on the Web Settings page of the Manage Account tab.

If you do not have a reply-to email address, Data Analyzer prompts you to enter a From email address.

You can attach up to three reports or documents to outgoing email messages. Data Analyzer limits the combined size of all attachments to 2 MB.

To email a shared document:

1. On the Find tab, navigate to the folder that contains the shared document.

2. In the Results task area, click the shared document name.

3. In the Details task area, click Email.

The Compose Mail window appears.

4. If you do not have a reply-to email address, enter your email address in the From field.

Property Description

Name Name of the shared document.

Description Description of the shared document.

Location Location of the shared document in the content folders.

Keywords Keywords for the shared document.

Created on Date the shared document link was created.

Last Edited Date the shared document link was last modified.

Created by User name of the person who created the shared document link.

Modified by User name of the person who last modified the shared document link.

Associated With These Reports

Report names related with this shared document. You can click the report name to open it. You can add related shared documents to a report on the Analyze tab. For more information, see “Adding a Related Link” on page 187.

42 Chapter 4: Accessing Data Analyzer Content

5. Enter the following information:

Note: If the Data Analyzer system administrator has configured the LDAP directory, you can email the shared document to a contact in the directory. For more information, see “Selecting Email Recipients from the LDAP Directory Service” on page 255.

6. To attach another report or shared document to the email message, click Attachments.

The Attachments window appears.

Click Browse to select a file, and click Attach to attach the file. Click OK.

7. Click Send.

Data Analyzer sends the email to the specified recipients.

Adding a Report or Shared Document to Personal Dashboards

On the Find tab, you can add reports and shared documents to any container on your personal dashboard. You cannot add an item to more than one container.

Note: You cannot add composite reports to your personal dashboard from the Find tab. To add a composite report to the dashboard, use the Create Dashboard Wizard.

After you add a report or shared document to your personal dashboard from the Find tab, you can remove it from the Create Dashboard Wizard.

To add an individual report or shared document to your personal dashboard:

1. On the Find tab, navigate to the folder that contains the report or shared document you want to add to your personal dashboard.

2. In the Results task area, click the report or shared document name.

3. In the Details task area, click Add to Dashboard.

4. Select the container on your personal dashboard where you want to add the item, and click OK.

Data Analyzer adds the item to the selected container on your personal dashboard.

Property Description

To Email address of the recipient. You can send the email to more than one recipient. Separate multiple email addresses by a comma (,).

Cc Email address for carbon copying the email. You can include more than one email address.

Bcc Email address for blind carbon copying the email. You can include more than one email address.

Subject Subject of the email.

Text box Body of the email.

Adding a Report or Shared Document to Personal Dashboards 43

44 Chapter 4: Accessing Data Analyzer Content

C H A P T E R 5

Creating a Dashboard

This chapter includes the following topics:

♦ Overview, 45

♦ Selecting Layout and Content, 46

♦ Creating Dashboard Filters, 51

♦ Previewing a Dashboard, 52

♦ Publishing a Public Dashboard, 53

OverviewYou can create the following types of dashboards on the Create Dashboard Wizard:

♦ Public

♦ Personal

You can add the following items to a public dashboard or your personal dashboard:

♦ Links to cached and on-demand reports

♦ Links to shared documents

♦ Chart, table, or gauge indicators

To create a dashboard, complete the following steps:

1. Select the layout and content for the dashboard.

2. Create dashboard filters.

3. Preview the dashboard.

4. Publish the dashboard for public dashboards.

Public DashboardsPublic dashboards are pages that display indicators and links to reports and shared documents. Public dashboards allow a set of users to access related information on a single page. Users can access public dashboards for which they have read permission.

To share a public dashboard with other users, you can save the dashboard to a folder within Public Folders. You can then subscribe other users to this dashboard. By default, all users have read permission on Public Folders.

45

When you subscribe a user to a dashboard stored in Public Folders, the user can view the dashboard. For more information about subscription, see “Subscribing Users to a Report or Dashboard” on page 128.

You can also share the public dashboard if you save it to your Personal Folder. However, you must give read permission to your Personal Folder to a user before you subscribe the user to the dashboard.

Personal DashboardsWhen you log in for the first time, Data Analyzer creates an empty personal dashboard. You can edit your personal dashboard to add indicators, reports, and shared documents.

By default, Data Analyzer displays your dashboard each time you log in. Optionally, you can specify a different dashboard to display each time you log in. For more information, see “Viewing a Dashboard” on page 18.

When you save the personal dashboard, Data Analyzer adds it to your subscription list on the View tab. You can view your personal dashboard on the View tab. Your personal dashboard does not display on the Find tab.

Selecting Layout and ContentThe first step in creating a dashboard is selecting the layout and content. You can select a layout for the dashboard or create a custom layout, and then add any available report, shared document, or indicator.

Selecting a LayoutData Analyzer provides a set of predefined layouts. Each layout consists of one or more containers. A container is a section on the dashboard. Use a container to group dashboard content. For example, you want to organize two types of reports in separate sections on the dashboard. You can choose a layout with two containers.

Figure 5-1 shows the available layouts:

By default, Data Analyzer selects the layout with two horizontal containers. You can move containers up or down or side to side in a selected layout.

In the Layout section, you can also include container lines and background shading when you print the dashboard. By default Data Analyzer prints the container lines and background shading.

After you select a layout, you can browse the folders to locate indicators, reports, or shared documents you want to add to the dashboard. You can also search for the items you want to add.

Creating a Custom LayoutYou can create a custom layout for new dashboards. You can create one custom layout for each dashboard. When you create a custom layout, you specify the number of columns and rows you want to use. You can use one or two columns to create up to 30 containers, by default. You can define the maximum number of

Figure 5-1. Available Layouts for Creating Dashboards

Default layout

46 Chapter 5: Creating a Dashboard

containers for all custom layouts with the CustomLayoutMaximumNumberofContainers property in the Data Analyzer.properties file. For more information about configuring this property, see the Data Analyzer Administrator Guide.

After you create a custom layout, Data Analyzer displays it as a layout option for the dashboard.

Figure 5-2 displays a custom layout in a new dashboard:

After you create a custom layout, you can still use a predefined layout for the dashboard. You can also edit the custom layout or make it the default layout for all new dashboards.

To create a custom dashboard layout:

1. Click Create > Dashboard.

2. Click Layout.

3. Click Custom Layout.

The Custom Layout window appears.

4. Select the number of columns.

5. Enter a number of rows.

You can create up to 30 containers, by default.

6. Click OK.

7. Save the dashboard.

Setting a Default LayoutEach user can set a default layout for the dashboards they create. When you set a default layout, you can use a predefined layout or a custom layout. When you create a new dashboard, Data Analyzer uses your default layout. You can configure the dashboard to use a different layout or change your default layout at any time.

To set your default layout:

1. Click Create > Dashboard.

2. Click Layout.

3. Select the layout you want to use, or create a custom layout.

4. Click Set as Default.

Data Analyzer uses the selected layout as your default layout for all new dashboards.

Creating a Query to Search for ContentYou can create a query to search for content. When you create a query, you select a subject for the query and a criteria to refine the selected subject. For example, you can create a query to search for reports created by jdoe. In this query, “reports” is the subject and “created by jdoe” is the criteria that refines the subject.

Figure 5-2. Custom Layout Option in Dashboard

Layout selected for the dashboard.

Click to edit custom layout.

Selecting Layout and Content 47

You can select indicators, reports, or shared documents as the subject for the query. Depending on the subject, Data Analyzer displays a list of criteria that you can choose from to refine the subject. Certain criteria, such as “subscribed by,” requires you to enter a value for the criteria.

For criteria “I view frequently”, “I have viewed recently”, “I have edited recently”, and “I have added recently”, Data Analyzer displays up to 25 reports or shared documents. Data Analyzer sorts the reports or shared documents by how frequently or recently you viewed them and displays the most frequent or recent to least.

When you select the “with attribute” or “with metric” criteria, the value is the system name of the attribute or metric from the report or indicator you want to find. The system name is the unique name for the attribute or metric in the Data Analyzer Schema Directory. When you search for indicators using the “with attribute” criteria, Data Analyzer searches for gauge indicators only. Data Analyzer does not support this criteria for table and chart indicators.

The default query Data Analyzer displays for searching dashboard content is “Show indicators I have created.” You can save other queries you use frequently. You can also save a different query as the default query for searching content. For more information about saving a query, see “Saving the Query” on page 32.

Search ResultsWhen you run the query, Data Analyzer displays the search results. The search results contain the indicators, reports, or shared documents for which you have read permission. If the query results contains 15 or more items, you can scroll in the results list.

Data Analyzer uses icons to identify the different types of items in the search results. These icons are the same as those that display in the search results on the Find tab.

When you search for reports, Data Analyzer uses icons to describe the report. When you search for indicators, Data Analyzer uses icons to identify the type of indicator.

Table 5-1 lists the icons that identify indicators:

Steps for Selecting Layout and Content for DashboardsOnce you find an item for the dashboard, you can add it to a container in the dashboard. You cannot add an item to more than one container. You can change the position of items within a container. You can remove an item you no longer want on the dashboard.

To select layout and content for a dashboard:

1. To select layout and content for a new public dashboard, click Create > Dashboard.

-or-

To select layout and content for your personal dashboard, click View > Personal Dashboard > Edit.

Table 5-1. Indicator Icons

Icon Type of Indicator

Gauge

Table

Chart

48 Chapter 5: Creating a Dashboard

Data Analyzer opens the Create Dashboard Wizard and displays a dashboard with the default layout.

2. Enter a unique name for the new dashboard.

You can enter a name up to 255 characters.

Data Analyzer assigns Personal Dashboard as the name for your personal dashboard.

3. To select another layout, click Layout. Click the layout you want to select.

To create a custom layout, click Custom Layout. For more information about creating or editing custom layouts, see “Creating a Custom Layout” on page 46.

The Create Dashboard Wizard displays the new dashboard with the selected layout.

To set the selected layout as the default layout for all dashboards you create, click Set as Default.

4. Click the container where you want to add content.

Enter a name for the dashboard. Default layout. Click to edit the layout.

Selecting Layout and Content 49

Data Analyzer selects the container where you want to add content.

5. Optionally, enter a name and description for the container.

6. Navigate the folders in the Folders task area to locate indicators, reports, or shared documents.

Data Analyzer displays the contents of a selected folder.

-or-

Create a query to display indicators, reports, or shared documents you want to add to the dashboard.

To use a previously saved query, click Saved Queries, and click a query.

Data Analyzer displays indicators, reports, or shared documents matching the search criteria.

7. Click Add for the indicator, report, or shared document you want to add to the selected container.

-or-

Double-click the indicator, report, or shared document you want to add to the selected container.

The indicator, report, or shared document appears as content in the selected container.

Selected container Folders task area

Query Query results

50 Chapter 5: Creating a Dashboard

8. To change the position of an item, click the item name, and click the Move Up or Move Down button.

To remove an item, click the item name, and click the Remove button.

9. To select another container, click anywhere in the container. Repeat steps 6 to 9 to add indicators, reports, or shared documents to the selected container.

10. To change the position of containers on the dashboard, click the Move the Container Up or Move the Container Down buttons.

Note: If you change the position of containers, you must save the dashboard to view the changed position on the Preview page.

Creating Dashboard FiltersAfter selecting layout and content, you can create a dashboard filter to analyze data displayed on the indicators.

Dashboard filters are based on report data. You can create dashboard filters on attribute values of a report. If you create filters on a dashboard with multiple indicators, Data Analyzer includes all attributes for all reports in the filter list.

Note: You cannot use time settings, time attributes, and attributes of the HTML datatype in dashboard filters.

You can create dashboard filters for the whole dashboard or for individual dashboard containers. You can create multiple filters for an indicator.

You can create dashboard filters for value-based indicators and position-based indicators.

For value-based indicators, you can filter any attribute value in the report. For position-based indicators, you can filter attribute values that fall within a specified range. When you apply a dashboard filter on an indicator, Data Analyzer applies the dashboard filter first and then applies the attribute values. If the results of the dashboard filter do not fit within the attribute range, Data Analyzer displays “No data to display” on the indicator.

When you delete an indicator from a dashboard, Data Analyzer invalidates any filters created on that indicator. You must edit or delete these filters.

For more information about value-based and position-based indicators, see “Working with Indicators” on page 273.

To create a dashboard filter:

1. On the Create Dashboard Wizard, click Filters.

The Filters tab appears.

2. Select Whole Dashboard to apply filters on the whole dashboard.

-or-

Select Individual Containers to apply filters on individual containers.

3. Select an attribute from the Filter By list.

4. Click Add.

5. Repeat steps 3 to 4 to add more attributes to the dashboard filters.

Data Analyzer adds the selected attributes to the Dashboard Filters section.

When you create more than one filter for an indicator, Data Analyzer displays a Move Up and Move Down arrow next to each filter item. Click these arrows to specify the display order to use for the dashboard filters.

6. Click Save to save the dashboard filters.

Creating Dashboard Filters 51

Data Analyzer displays the dashboard filters when you view the Dashboard.

Previewing a DashboardAfter you select the layout and content, and you create filters, you can preview the dashboard on the Create Dashboard Wizard. When you preview a dashboard, Data Analyzer displays the dashboard as seen by the user.

When you preview a dashboard, you can make the following changes to the dashboard display:

♦ Change the display name of a report, indicator, or shared document. When you change the name of the report, indicator, or shared document, Data Analyzer displays the modified name on the dashboard.

♦ Change the display size of a chart or gauge indicator. You can choose the size as large or small. The default size of an indicator is the same as its size in the repository. If you change the display size for a dashboard, Data Analyzer does not update the indicator in the repository.

To preview a dashboard:

1. On the Create Dashboard Wizard, click Preview.

2. To change the type of a gauge indicator, select the gauge type from the gauge type list.

Dashboard filters

Size list

Gauge type list

52 Chapter 5: Creating a Dashboard

3. To change the size of a chart or gauge indicator, select the size from the size list.

4. Click Preview each time you modify the dashboard to verify the dashboard appearance.

5. Click Save.

Data Analyzer saves the dashboard and displays it on the View tab.

Publishing a Public DashboardYou can publish a public dashboard for Data Analyzer users and groups.

When you publish a public dashboard, you can complete the following tasks:

♦ Define dashboard properties. For more information, see “Defining Dashboard Properties” on page 125.

♦ Configure dashboard formatting. For more information, see “Setting Up HTML and PDF Display Options” on page 250.

♦ Set dashboard permissions. For more information, see “Setting Permissions on a Report or Dashboard” on page 126.

♦ Subscribe users or groups to the dashboard. For more information, see “Subscribing Users to a Report or Dashboard” on page 128.

♦ Broadcast the dashboard. For more information, see “Broadcasting a Report or Dashboard” on page 130.

♦ Archive the dashboard. For more information, see “Archiving a Report or Dashboard” on page 138.

Publishing a Public Dashboard 53

54 Chapter 5: Creating a Dashboard

C H A P T E R 6

Selecting Metrics for a Report

This chapter includes the following topics:

♦ Overview, 55

♦ Adding a Metric to a Report, 55

OverviewMetrics are the measures you use to evaluate a business process. For example, Sales, Revenue, and Cost are metrics that tell you how well the business is performing. You can create a report that tracks the revenue and cost metrics for the business.

Metric folders in the Schema Directory contain the metrics and calculated metrics. A calculated metric includes a mathematical expression based on metrics from one or more fact tables or other calculated metrics. Before you use a calculated metric in a report, make sure the calculated metric expression generates the correct result.

Metrics are usually numeric values. A custom metric or calculated metric can be non-numeric. For more information about custom metrics, see “Working with Custom Metrics” on page 203. For more information about calculated metrics, see the Data Analyzer Schema Designer Guide.

Reports with Metrics OnlyYou can create a report with metrics only to display how various metrics relate to each other.

To create a report with metrics only, skip Step 2 on the Create Report Wizard.

Adding a Metric to a ReportYou can add metrics to a report from metric folders on the Select Metrics page. On the Select Metrics page, Data Analyzer displays all metrics and metric folders for which you have read permission.

When you add metrics to a report, Data Analyzer generates the SELECT statement in the SQL query for the report. For example, if you add the sales and cost metrics to a report, the SQL query is:

SELECT SUM(SALES_FACT.DOLLAR_SALES), SUM(SALES_FACT.DOLLAR_COST) FROM SALES_FACT

55

Sales_Fact is the database table for the sales and cost metrics in an analytic schema.

You can add metrics from more than one fact table to a report.

Prompts for Metrics in a ReportYou can create a prompt for metrics in a report. A prompt for metrics allows users to select specific metrics to display in the report.

Time KeysWhen you add time settings to the report, Data Analyzer displays report data based on the time key that you select for a metric.

Time keys allow you to track the business life cycle of a metric. For example, the Revenue metric might have time keys such as the order date, bill date, ship date, and payment date.

The system administrator sets up time keys in the fact table and assigns display names for each key. When configuring multiple time keys, the system administrator can designate a default time key for a fact table. Once configured, you can select a time key for a metric on the Select Metrics page. When you add a metric to a report and you do not select a time key for the metric, Data Analyzer uses the default time key in the report.

You can also edit time keys on the Time tab in Step 3.

Creating a Query to Search for MetricsYou can create a query to search for metrics. When you create a query, you can select from a list of criteria to make the search specific. Depending on the criteria you select, you might need to select a value for the criteria.

Table 6-1 lists the criteria and values you provide when you create a query to search for metrics:

Table 6-1. Criteria and Value when Searching for Metrics

Criteria Value Required

All None. Data Analyzer displays all metrics for which you have the read permission.

I Use Frequently None. Data Analyzer displays up to 25 metrics you view frequently. Data Analyzer sorts the metrics by how frequently you view them and displays the most frequent to least.

I Used Recently None. Data Analyzer displays up to 25 metrics you used or viewed recently in other reports.

I Used on Date Date on which you last used the metric you want to find.

With Name Display name of the metric you want to find. The display name is the metric name as it appears in the metric folders.

With System Name System name of the metric you want to find. The system name is the unique name of the metric in Data Analyzer. Data Analyzer prefixes the metric system name with the name of the database table in which it resides.

With Description Description of the metric you want to find. You can enter the partial description of the metric.

With Keyword Keyword for the metric you want to find.

In Category Category of the metric you want to find. Select from a list of available values.

For Department Department name for the metric you want to find. Select from a list of available values.

In Folder Metric folder name in which Data Analyzer stores the metric you want to find.

I Have Created None. Data Analyzer displays all metrics that you have created. This includes metrics custom metrics or metrics you created in the Schema Directory.

Created By Name of the user who created the metric you want to find.

In Report Report name that includes the metric you want to find.

56 Chapter 6: Selecting Metrics for a Report

Accessing Data Lineage for a MetricIf the system administrator has configured data lineage, you can access Metadata Manager data lineage for the metrics you want to add to a report. Use data lineage to understand how data flows into a metric.

When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

Steps for Adding a Metric to a ReportTo add a metric to a report:

1. Click Create > Report > Select Metrics.

A list of available metric folders appears in the Metric Folders task area.

The metrics folders display in the Metric Folders task area. The metrics display in the Results task area. When you select a metric name in the Results task area, Data Analyzer displays additional information about the metric in the Details task area.

In the Details task area, the Usage Description field provides a detailed description of the metric, if available. The Description field displays a brief description of the metric, if available. The Data Analyzer system administrator creates Usage and Description values when defining a metric in the repository.

2. Click the metric folder from where you want to add metrics.

-or-

Create a query to display the metrics you want to add to the report. To use a previously saved query, click Saved Queries, and click a query.

A list of metrics appears in the Results task area.

3. To sort metrics by name, click Metric Name in the Results task area. Data Analyzer displays the metrics in alphabetical order. To reverse the sort order, click Metric Name again.

4. To sort metrics by description, click Description. Data Analyzer displays the metrics in the alphabetical order of their descriptions. To reverse the sort order, click Description again.

5. Click the metric you want to add to the report.

6. Optionally, in the Details task area, from the Analyze Time Series By list, select a time key for the metric:

You can edit time keys on the Time tab under Step 3.

7. Click Add for the metric.

Adding a Metric to a Report 57

You can add more than one metric. The selected metrics appear in the box under Select Metrics.

To remove a metric from a report, select the metric you want to delete, and click the Remove button.

You can select a metric in the Select Metrics box and view the details of the selected metric in the Details task area.

8. To access data lineage for a metric, select the metric name, and click Data Lineage.

You can view data lineage for one metric at a time.

Data Analyzer connects to a Metadata Manager server, and Metadata Manager displays the data lineage for the metric in a separate browser window. You can view details about each object in the data lineage. You can export the data lineage to an HTML, Excel, or PDF document. You can also email the data lineage to other users.

To disconnect from the Metadata Manager server, close the browser window.

9. To change the order of a metric in the report, click the metric, and click the Move Up or Move Down buttons.

The order of metrics in the report determines the order in which the metrics display in the report table.

10. To create a prompt for metrics, select Prompt Values.

When you display this report, Data Analyzer prompts you to select the metrics you want to display in the report.

11. To save the report, click Save.

Selected metrics

Option for selecting time keys

58 Chapter 6: Selecting Metrics for a Report

C H A P T E R 7

Selecting Attributes for a Report

This chapter includes the following topics:

♦ Overview, 59

♦ Adding an Attribute to a Report, 59

OverviewAttributes are the factors that determine the value of a metric. For example, products, sales, and region can be attributes for the revenue and cost metrics. In a report, you need to identify attributes that determine the values of the metrics.

Attributes appear in the Attribute folders in the Schema Directory.

Reports with Attributes OnlyYou can create a report with attributes only. You might want to create a report with only attributes to display attribute details, such as the products sold in the last five years.

To create a report with only attributes, skip Step 1 on the Create Report Wizard. When you create a report without metrics, Data Analyzer displays all available attribute folders. You must select attributes that reside in the same database table. You cannot create a report with attributes from different dimension tables.

You can use the tabular or sectional report table layout for attribute-only reports.

Adding an Attribute to a ReportYou can add attributes to the report from attribute folders on the Select Attributes page. Data Analyzer displays all attributes and attribute folders for which you have read permission. Depending on the metrics you selected for the report, Data Analyzer displays the related attribute folders.

When you select attributes for a report, Data Analyzer adds the attributes to the SELECT statement in the SQL query for the report. For example, if you add the brand attribute to a report with the sales and cost metrics, the SQL query is:

SELECT PRODUCT.BRAND, SUM(SALES_FACT.DOLLAR_SALES), SUM(SALES_FACT.DOLLAR_COST) FROM

59

PRODUCT, SALES_FACT WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) GROUP BY PRODUCT.BRAND ORDER BY 1

Product is the dimension table for the brand attribute in an analytic schema.

If you add metrics to the report, you can add attributes that are linked to the fact tables containing those metrics. You can also add attributes that reside in the fact table from which you added metrics to the report.

When you use metrics from more than one fact table in a report, you can select attributes that reside in the fact tables if the attributes are configured as common attributes. Data Analyzer only displays attributes in fact tables when they are configured as common attributes. For more information about common attributes, see the Data Analyzer Schema Designer Guide.

Prompts for Attributes in a ReportYou can create a prompt for attributes in a report. A prompt for attributes allows users to select attributes to display in the report. For more information about displaying a report with prompts, see “Displaying Reports with Prompts” on page 152.

Time AttributesYou can add time attributes to the report. The time attributes include information like holidays, seasons, or major events. Adding a time attribute to a report is the same as adding any other attribute to the report.

If you added metrics from two different fact tables to the report, you cannot add time attributes to the reports. However, you can add time settings to the report in Step 3 of the Create Report Wizard.

Data Analyzer provides the following predefined time attributes:

♦ Holiday Flag. Some organizations flag metrics that occur during a holiday. If you track whether a metric occurred during a holiday, you can define the attribute that contains the holiday flag.

♦ Day of Week Number. If you want to track the day of the week a metric occurs, define the attribute that contains the day number.

To use the predefined time attributes in reports, the Data Analyzer system administrator must set them up when configuring time dimension tables. The system administrator might also set up additional time attributes. For more information, see the Data Analyzer Schema Designer Guide.

Creating a Query to Search for AttributesYou can create a query to search for attributes. When you create a query, you can select from a list of criteria to make the search specific. Depending on the criteria you select, you might need to select a value for the criteria.

The criteria and values you provide when you create a query to search for attributes is similar to searches for metrics. To see a list of the criteria and values when you create a query to search for metrics, see Table 6-1 on page 56.

Accessing Data Lineage for an AttributeIf the system administrator has configured data lineage, you can access Metadata Manager data lineage for the attributes you want to add to a report. Use data lineage to understand how data flows into an attribute.

When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

For more information about data lineage, see the Data Analyzer Administrator Guide.

60 Chapter 7: Selecting Attributes for a Report

Steps for Adding an Attribute to a ReportTo add an attribute to a report:

1. Click Create > Report > Select Attributes.

A list of available attribute folders appear in the Attribute Folders task area.

The attribute folders display in the Attribute Folders task area. The attributes display in the Results task area. When you select an attribute name in the Results task area, Data Analyzer displays additional information about the attribute in the Details task area.

In the Details task area, the Usage Description field provides a detailed description, if available, of the attribute. The Description field displays a brief description, if available, of the attribute. The Data Analyzer system administrator creates Usage and Description values when defining an attribute in the repository.

2. Click the attribute folder from where you want to add attributes.

-or-

Create a query to display the attributes you want to add to the report. To use a previously saved query, click Saved Queries, and click a query.

A list of attributes appear in the Results task area.

3. To sort attributes by name, click Attribute Name in the Results task area.

Data Analyzer displays the attributes in alphabetic order. To reverse the sort order, click Attribute Name again.

4. To sort attributes by description, click Description.

Data Analyzer displays the attributes in the alphabetic order of their descriptions. To reverse the sort order, click Description again.

5. Click the attribute you want to add to the report.

6. Click Add for the attribute.

Attribute Folders Task Area Results Task AreaDetails Task Area

Adding an Attribute to a Report 61

You can add more than one attribute. The selected attributes appear in the box under Select Attributes.

To remove an attribute from a report, select the attribute you want to remove, and click the Remove button.

You can select an attribute in the Select Attributes box and view the details of the selected attribute in the Details task area.

7. To access data lineage for an attribute, select the attribute name, and click Data Lineage.

You can view data lineage for one attribute at a time.

Data Analyzer connects to a Metadata Manager server, and Metadata Manager displays the data lineage for the attribute in a separate browser window. You can view details about each object in the data lineage. You can export the data lineage to an HTML, Excel, or PDF document. You can also email the data lineage to other users.

To disconnect from the Metadata Manager server, close the browser window.

8. To change the order of an attribute in the report, click the attribute, and click the Move Up or Move Down buttons.

The order of attributes in the report determines the order in which the attributes display in the report table.

9. To create a prompt for attributes, select Prompt Values.

When you display this report, Data Analyzer prompts you to select the attributes you want to display in the report.

10. To save the report, click Save.

Selected Attributes

Move Up and Move Down Buttons

Remove Button

62 Chapter 7: Selecting Attributes for a Report

C H A P T E R 8

Adding Time Settings to a Report

This chapter includes the following topics:

♦ Overview, 63

♦ Calendar, 64

♦ Time Period, 65

♦ Granularity for the Time Period, 65

♦ Refinements for the Time Period and Granularity, 66

♦ Prompts for Time Settings in a Report, 67

♦ Steps for Adding Time Settings to a Report, 67

OverviewUsing time settings in reports allows you to examine data in the context of time. You can add time settings to a report to analyze and compare metrics over a period of time. You can also compare data over multiple time periods. You can add up to four time settings to a report.

For example, you can create a report that shows sales by product category for each quarter in the current year. This report displays how the various categories performed in the four quarters, allowing you to identify the strongest and weakest quarters for each product.

Figure 8-1 shows an example of time settings in a report:

If you want to see the historical performance of the categories over the past year, you can add the previous year as an additional time setting to display the product sales by quarter for the last year.

Figure 8-1. Example of Time Settings in a ReportSales for current year

Sales broken down by quarters

63

Figure 8-2 shows an example of multiple time settings in the report:

Note: In the table headers, Data Analyzer identifies the current time period.

You can add time settings to a report by selecting values for the following options:

♦ Calendar

♦ Time period

♦ Granularity for the time period

♦ Refinements for the time period

When you add time settings to a report, Data Analyzer displays report data based on the time key that you selected in Step 1 on the Create Report Wizard.

Reports with time settings display as cross tabular report tables. Data Analyzer displays the time settings as column headers in the report table. If the report contains other attributes, you can display them as column headers or row headers.

You can add time settings to a report when you create it. You can also add time settings from the Analyze tab.

You can also add time-based calculations to the report.

You can add time attributes from Step 2 of the Create Report Wizard. You cannot add the same attribute as a time attribute in Step 2 and a time setting in Step 3. For example, you cannot add Date No Time attribute in Step 2 and select Current Week time period, with Day by Day granularity in Step 3.

Reports with layout-dependent custom attributes cannot use time settings.

CalendarThe calendar defines when a year begins and ends for your organization. The Data Analyzer system administrator configures calendars. Depending on which calendars the system administrator configures, you can select one of the following calendars for a report:

♦ Common. Data Analyzer refers to the Gregorian calendar, the standard calendar used internationally, as the common calendar. If you select the common calendar, the quarters in the report appear as they do on the Gregorian calendar. The Q1 in the reports is January to March, Q2 is April to June, and so on. The common calendar is the default Data Analyzer calendar. This calendar is always available to add to reports.

♦ Fiscal. The fiscal calendar is the financial or accounting calendar of an organization. If your organization uses the July to June fiscal calendar, and you select the fiscal calendar for a report, the Q1 in the report is July to September, Q2 is October to December, and so on. The Data Analyzer system administrator must configure the fiscal calendar for you to select this calendar for reports.

♦ Custom. The Data Analyzer system administrator can configure custom calendars that are specific to your organization. If the system administrator configures a custom calendar, you can select this calendar for reports. For example, if your organization has an annual sales kickoff in April, the system administrator can set up an April-to-March sales calendar. Use this calendar for sales reports.

Figure 8-2. Example of Multiple Time Settings in a Report

Two time settings within a report

64 Chapter 8: Adding Time Settings to a Report

Time PeriodYou can select a time period for the data you want to display in the report. You can select from a list of available time periods. You can select up to four time periods for a report. Data for all time periods displays side-by-side in the report table. Table 8-1 on page 68 lists the time periods you can select for a report.

To use time periods in reports, the Data Analyzer system administrator must set up the time periods (calendar attributes) when configuring the calendar.

You can select one of the following types of time periods:

♦ Relative

♦ Absolute

Relative Time PeriodData Analyzer uses the current day to determine the value of a relative time periods such as Current Month.

The Data Analyzer system administrator sets a value for the current day, or Today. By default, Today is set to the system time of the Data Analyzer server machine. The system administrator can set Today based on the time in the data warehouse or based on an SQL expression.

Certain relative time periods aggregate the data in a report. These time periods include WTD (Week-to-Date), MTD (Month-to-Date), QTD (Quarter-to-Date), and YTD (Year-to-Date). When you select aggregating time periods, Data Analyzer includes data up to midnight the day before the current day by default. However, the system administrator can configure Today to include the current day. This results in data from the current day being included in reports. For more information about the definition of Today, contact the system administrator.

When you display the report, Data Analyzer displays a label in the column headers to identify the current time periods.

Absolute Time PeriodData Analyzer uses specific calendar dates to determine absolute time periods, such as the year 2002, Q2 of the year 1999, and January 13, 2004.

When you select an absolute time period, you must provide values for the time period. If you select Between Dates or For Date as the time period, you must choose the dates for the time period.

Granularity for the Time PeriodOnce you select a time period for the report, you can select granularity for the time period. Use granularity to divide the data into smaller, independent parts. For example, if you select For Current Quarter as the time period, you can select Month by Month granularity to display the data for each month within that quarter. If you do not select a granularity for the time period, Data Analyzer displays all data for that time period.

You can select the granularity from a list of available options. The available granularities depend on the time period you select. For example, if you select For Current Month as the time period, you can select the Week by Week or Day by Day granularity.

When you select time period or granularity as day, you can display the day as a date or a number. The number represents the day number of year.

In the report table, Data Analyzer displays a label in the column headers to identify the current time periods. If you select Hour by Hour granularity, Data Analyzer does not display the label in the column header.

Time Period 65

To use granularity options, the Data Analyzer system administrator must set up the corresponding time periods when configuring the calendar.

When you display a report with time settings on the Analyze tab, you can drill into the report to change the granularity for the time period in the report.

Refinements for the Time Period and GranularityYou can apply the following types of refinements to the time period and granularity you select for a report:

♦ Comparisons

♦ Display settings

♦ Exclusions

ComparisonsIf you select a relative time period, you can compare data from the selected time period against data from another time period. You can choose to compare the data for the selected time period with the following:

♦ Data in the previous time period

♦ Data in the same time period of the previous year

If you select For Current Year or YTD time periods, you can compare with the previous year only.

If you select WTD (Week-to-Date) and compare with the same week in the previous year, Data Analyzer calculates the data for the same week in the previous year by using all days in that week that are less than the current day. For example, the current year is 2004, the current week is 29, and the current day is 194. Data Analyzer calculates the data for the previous year by using all days in week 29 of the year 2003 that are less than day number 194.

If you select time period or granularity as day and compare data with a time period in the previous year, Data Analyzer always performs the comparison using day numbers. The day numbers might not correspond to the same dates in the two time periods. For example, you compare March 1 of one year with the same date in the previous year, which is a leap year. Since Data Analyzer compares data using day numbers, it compares data for March 1 with data for February 29 of the previous year.

Display SettingsYou can choose to display the following time-based display settings in a report:

♦ Time from Most Recent to Least Recent. By default, Data Analyzer displays the data in chronological order, from least recent to most recent data. You can display most recent to least recent data in the report.

♦ Continuous Time. You can display data for all items within a time period. If you choose to display continuous time, the report displays data for the entire time period, displaying null values for any time periods with no data.

With Continuous Time, Data Analyzer ignores any filters set on the time period, but it observes any exclusions set on the time period. For example, if you exclude weekends from the time period, Data Analyzer does not display the weekend data in the report.

ExclusionsYou can choose to exclude certain data to display in the report, based on time. This allows you to exclude irrelevant or misleading data from a report. For example, if your organization shut down for the month of December, you can exclude December from a productivity report.

66 Chapter 8: Adding Time Settings to a Report

You can select up to four exclusions for one time period. You can select the following exclusion options:

♦ Day(s) of Week. You can exclude data for certain days of week from the report.

♦ Weekends. You can exclude data for weekends from the report.

♦ Week(s) Numbered. You can exclude data for certain weeks from the report. For example, if you select the common calendar for a report, to exclude data for the first two weeks of the year, enter the following:

1, 2

You can also enter a range for the weeks. For example, for the first eight weeks of the year, enter the following:

1-8

♦ Between Dates. You can exclude data between two dates from the report. Data Analyzer includes the beginning and end dates in the exclusion time period.

♦ Date. You can exclude data for a certain date from the report.

Prompts for Time Settings in a ReportYou can create a prompt for a report based on the time settings in the report. Prompts allow users to select the time settings they want to display in a report. By selecting values for the prompt, users can view different time settings in the report.

For example, if you create a report that shows sales data for the current year, one user can view sales data for each month, and another user can view sales data for each quarter.

Steps for Adding Time Settings to a ReportIf the Data Analyzer system administrator has created a time dimension table for a schema, you can add time settings to the report. You can add time settings from the Create Report Wizard or Analyze tab.

Prompts for Time Settings in a Report 67

To add time settings to a report:

1. To add time settings to a report from the Create Report Wizard, click Create > Report > Select Time, Filters, and Rankings > Time.

The Time tab appears.

-or-

To add time settings to a report from the Analyze tab, display the report on the Analyze tab. Click Time to display the Time tab.

2. Expand the Time Keys and Calendar Settings task area.

3. Optionally, edit the time keys for the metrics in the report.

4. From the Calendar list, select a calendar for the time attributes.

Data Analyzer displays calendars in the Calendar list that the system administrator configured.

5. Click Add Time Setting.

6. From the Time Period list, select a time period for the data you want to display in the report.

Table 8-1 lists the time periods you can select for the report:

Table 8-1. Time Periods

Time Period Relative/Absolute Description

For Current Day Relative Displays data for the current day. You can choose to display the time period as a date or a number. The number represent the day number of year.Note: If you add a growth calculation for the time period, Data Analyzer always calculates the growth based on the day number of year. For example, you want to calculate day-by-day growth in a month in 2004 over each day in the same month in 2003. Data Analyzer calculates the growth based on the day numbers, which might not correspond to the same dates in the two years.

For Current Week Relative Displays data for the current week.

Time Keys and Calendar Settings task area

68 Chapter 8: Adding Time Settings to a Report

Note: Table 8-1 lists all the time periods that the system administrator can configure in Data Analyzer. On the Time tab, Data Analyzer displays only those time periods that the system administrator has configured.

If you selected For Years as the time period, enter values for the time period. If you selected another absolute time period, select dates, months, or quarters for the time period from the available calendar.

Selected months or quarters display in the calendar task area. On the Mozilla Firefox browser, if you select more than six months or quarters, the selections display outside the calendar task area.

7. If you select Between Dates or For Last N Time Periods as the time period, select Show as Single Column to display consolidated data for all dates in the selected time period.

If you do not select Show as Single Column, Data Analyzer displays separate columns for each date or each time period.

8. If you select For Last N Time Periods as the time period, select Include Current Time Period to display data for the current day, week, month, quarter, or year.

9. To select granularity, select a value from the granularity list.

Note: Data Analyzer displays those granularity options that the system administrator has configured.

If you select Day by Day granularity, you can choose to display the day as a date or a number. The number represents the day number of year.

For Current Month Relative Displays data for the current month.

For Current Quarter Relative Displays data for the current quarter.

For Current Year Relative Displays data for the current year.

For Years Absolute Displays data for specified year or years. You must enter the year or years for which you want to display the data. You can enter multiple years separated by commas. Enter the complete year. For example, enter 1999, and not 99.

Between Dates Absolute Displays data for days between the specified beginning and ending dates, inclusive. Use the drop-down calendar to select the beginning and ending dates for the time period.

For Date Absolute Displays data for a specified date. Use the drop-down calendar to select the date for which you want to display the data.

For Time Period Absolute Displays data for specified months or quarters. Use the drop-down calendar to select a set of months or quarters for the time period.

For Last N Time Periods

Relative Displays data for the last N days, weeks, months, quarters, or years. You must enter a number of the time period and select the time period. For example, to view data for the last three weeks, enter the number 3, and then select Week(s).If you select day as the time period, you can choose to display the time period as a date or a number. The number represent the day number of year.

WTD (Week-to-Date) Relative Displays data for the current week until the current day.

MTD (Month-to-Date) Relative Displays data for the current month until the current day.

QTD (Quarter-to-Date) Relative Displays data for the current quarter until the current day.

YTD (Year-to-Date) Relative Displays data for the current year until the current day.

Table 8-1. Time Periods

Time Period Relative/Absolute Description

Steps for Adding Time Settings to a Report 69

10. Click the Refinements arrow to expand the refinement options.

Data Analyzer displays the refinement options.

11. To compare data against data from another time period, select the time period from the comparison list.

12. Select the display settings you want to include in the report.

13. To exclude certain data based on time, click Add Exclusion, and select exclusions from the exclusion list:

14. To exclude additional data, repeat step 13.

You can select up to four exclusions for a time period.

15. To select another time setting for the report, repeat steps 5 to 14.

You can select up to four time settings for a report.

16. To create a prompt for the time settings, select Prompt This Time Setting Before Running.

When you display the report, Data Analyzer prompts you to select the time settings you want to display in the report. Data Analyzer populates the prompt with the values you selected for time periods, granularity, and refinements when adding time settings. You can change the calendar, time period, granularity, and refinement values.

You cannot create a prompt for the time setting from the Analyze tab.

Exclusion Description

Day(s) of Week Select this option to exclude data for certain days of the week. If you select this option, choose the days of week for the exclusion.

Weekends Select this option to exclude data for weekends.

Week(s) Numbered

Select this option to exclude data for certain weeks. If you select this option, enter week numbers for the exclusion. Enter multiple week numbers separated by commas. You can also enter a range of weeks.

Between Dates Select this option to exclude data between certain dates. If you select this option, click Select Dates to select a beginning date for the exclusion, and then click Select Dates to select an end date for the exclusion. Data Analyzer includes the beginning and end dates in the exclusion time period.

Date Select this option to exclude data for a certain date. If you select this option, click Select Date(s) to select a date for the exclusion.

Click the Expand button to display refinements.

Comparison List

70 Chapter 8: Adding Time Settings to a Report

17. To save the report, click Save.

Data Analyzer displays a summary of the time settings on the Create Report Wizard. The summary includes the time period and granularity.

Editing Time KeysTime keys allow you to track the business life cycle of a metric.

You select a time key for a metric on the Select Metrics page. On the Time tab, you can edit the time keys.

To edit a time key on the Time tab:

1. To edit a time key on the Create Report Wizard, click Create > Report > Select Time, Filters, and Rankings > Time.

-or-

To edit a time key on the Analyze tab, open the report where you want to add time settings. Click Time.

Data Analyzer displays the Time tab.

2. Expand the Time Keys and Calendar Settings task area.

A list of available time keys for each metric in the report displays.

3. Select time keys for each metric in the report.

4. Click OK.

The Time tab displays the new time keys.

Steps for Adding Time Settings to a Report 71

72 Chapter 8: Adding Time Settings to a Report

C H A P T E R 9

Working with Filters, Filtersets, and Filter Identifiers

This chapter includes the following topics:

♦ Overview, 73

♦ Creating an Attribute Filter, 74

♦ Creating a Metric Filter, 80

♦ Working with Filtersets, 83

♦ Setting a Filter Identifier, 86

♦ Adding or Deleting a Filter on the Analyze Tab, 88

♦ Using a Global Variable, 91

OverviewYou can use a filter in a report to set a range for the report data, such as the revenue for the five most profitable products.

When you display a report on the Analyze tab, the filters in the report display in the Filters task area. By default, users can remove the filters from the report, but when you create a filter, you can restrict users from deleting the filters. This ensures the report always displays filtered data.

Types of FiltersYou can create the following types of filters:

♦ Attribute filters. Sets a range for the report data based on selected attribute values.

♦ Metric filters. Sets a range for the report data based on selected metric values.

You can create multiple attribute or metric filters for the report. You can also create filters on attributes or metrics that are not part of the report, but part of the same analytic or organizational schema.

When you create a filter, by default, Data Analyzer displays the filter in basic mode. In basic mode, Data Analyzer displays the metric or attribute name, a filter condition, and values for the filter. You can view or edit the SQL query for the filter in advanced mode. If you edit the SQL query for the filter, you cannot view or edit the filter in basic mode. Data Analyzer does not validate the edited SQL query. You must make sure that you use correct syntax and logic in the SQL query.

73

A collection of filters is called a filterset. Data Analyzer stores filtersets in the repository. You can use filtersets in more than one report. You can also use filtersets created by other users.

Grouping Multiple FiltersIf you have multiple attribute or metric filters, you can change the order in which Data Analyzer applies the filters to the report.

By default, Data Analyzer displays the filters in simple grouping mode. In this mode, Data Analyzer applies the filters to the report in the order in which they appear on the Filters tab. If you have multiple filters, by default, Data Analyzer uses the AND operator to apply all filters to the report.

You can switch to advanced grouping mode. In this mode, use the OR and AND operators to group the filters. For example, you want to create a monthly inventory report for seasonal items. The report must display the seasonal inventory items belonging to the winter product group or the summer product group, and the item cost. You can create two attribute filters for the Product attribute. Use the OR operator to group the filters, so that the report always displays inventory for all the seasonal items.

You can also use parenthesis to create more complex filters. For example, in the following attribute filter, Data Analyzer filters report data based on the American Corn and Indian Food brands or the Supplies category:

(BRAND.BRAND IN ('American Corn') AND BRAND.BRAND IN ('Indian Food')) OR (CATEGORY.CATEGORY IN ('Supplies'))

You can group attribute filters and metric filters separately.

Filters and Filtersets for Composite ReportsWhen a composite report displays prompts with filters and filtersets for its subreports, you can set a display option to group the common prompt filters. For example, if two reports contain a filter for “Sales Region,” you can group this prompt filter for both subreports.

TasksYou can complete the following tasks to filter data you want to display in a report:

♦ Create attribute filters. You can create attribute filters from the Create Report Wizard. For more information, see “Creating an Attribute Filter” on page 74.

♦ Create metric filters. You can create metric filters from the Create Report Wizard. For more information, see “Creating a Metric Filter” on page 80.

♦ Create and use filtersets. You can create a filterset to use it in other reports. For more information, see “Working with Filtersets” on page 83.

♦ Set filter identifiers. You can set filter identifiers for attributes in a report. For more information, see “Setting a Filter Identifier” on page 86.

♦ Create filters on the Analyze tab. After you run a report, you can also create filters for the report on the Analyze tab. For more information, see “Adding or Deleting a Filter on the Analyze Tab” on page 88.

♦ Use global variables. You can use a global variable as the value for an attribute filter. For more information, see “Using a Global Variable” on page 91.

Creating an Attribute FilterYou can create an attribute filter for any attribute in the schema except CLOB attributes.

The Data Analyzer system administrator can limit the attribute values for a filter to a specific set of values. When you create the filter, Data Analyzer displays the list of attribute values that the system administrator

74 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

specifies for the attribute. The system administrator can also set a dimension-level filter for all attributes in a dimension table. The system administrator might use a dimension-level filter to set the list of values displayed for an attribute folder.

When you create an attribute filter, you select a filter condition. Depending on the filter condition you selected, you can select or enter values for the filter.

You can create attribute filters for Null and Not Null conditions. You might want to use these conditions to create reports that either include or exclude null values.

Note: When you create an attribute filter based on the Exclude, Only Show Values Not Similar To, or Only Show Values Not Equal To filter conditions, Data Analyzer might also exclude null values from the report depending on the type of database you use as the data source.

Filters on Date AttributesYou can create filters on date attributes where you specify a filter condition and date values for the filter. If you specify date values that are more than 80 years in the past or greater than 20 years in the future of the current date, you must specify the year part of the date values in the yyyy date format. If you specify the year in the yy format, Data Analyzer assumes the year to be within -80 or +20 years of the current year.

For example, if you specify the date as 01/01/80 in the mm/dd/yy format in a filter condition, Data Analyzer assumes the attribute value for the filter to be 01/01/1990, not 01/01/2080.

You can change the date format for a date attribute on the Layout and Setup page of the Create Report Wizard.

Using Progressive FilteringWhen you create more than one attribute filter, you can use progressive filtering in reports. Use progressive filtering to select attribute values for a second filter based on the attribute values you select for the first filter. For example, you create an attribute filter to display only the “books” product group. When you create the filter on Product Name with progressive filtering, Data Analyzer displays only product names that belong to the books product group.

Note: To use progressive filtering, the attributes must either belong to the same dimension table or belong to dimension tables that are related to each other.

Creating Prompts Based on an Attribute FilterIn an on-demand report, you can create a prompt based on an attribute filter. When you create a prompt, you can enter text to describe the prompt. Use this text to provide hints or tips to the user.

If you create prompts based on the attribute filters, you can use progressive filtering for the prompts. If the prompts display attribute values in a progressive manner, report users can select attribute values for a second filter based on the attribute value they select for the first filter.

Steps for Creating an Attribute FilterIn basic mode, you can create filters on an attribute. In advanced mode, you can edit the SQL query for a filter.

Use global variables in attribute filters. A global variable holds any attribute value that you might want to use in a report filter. Use global variables to have a different value for an attribute filter each time you run a report without changing the filter.

If you create a filter on a custom attribute that contains groups of base attribute values and if the custom attribute includes the Others attribute value, you cannot select Others as a value for the filter.

If you edit the SQL query for an attribute filter, you can also use certain system variables in the SQL query. Data Analyzer does not validate the edited SQL query.

Creating an Attribute Filter 75

Ensure that you use correct syntax when you create attributes:

♦ Add single quotes around literal values for attributes with a SQL expression.

♦ You cannot add quotes around literal values in a comma-separated list of values.

♦ Add double quotes around the literal values in custom attributes.

When you create a filter, you cannot use the advanced mode for the following types of attributes:

♦ Custom attributes

♦ Attributes in a hierarchical schema

When you create an attribute filter, Data Analyzer interprets the value between curly brackets (“{value}”) within filter expressions as follows:

♦ If the value contains the name of a global variable, Data Analyzer considers the global variable name. For more information about global variables, see “Using a Global Variable” on page 91.

♦ If the value contains the name of a schema element name, Data Analyzer considers the table name for the schema element name.

♦ If the value starts with a function, Data Analyzer considers a JDBC function token and passes the value as is.

♦ If the value does not meet any of the conditions listed above, Data Analyzer does not modify the value and passes it as is with the curly brackets.

To create an attribute filter:

1. Click Create > Report > Select Time, Filters, and Rankings > Filters.

The Filters tab appears.

2. In the Add Filter task area, click Attribute Filter.

3. Click Select an Attribute to select an attribute for the filter.

The attribute list displays the attributes in the current report. CLOB attributes are not available for attribute filters.

-or-

To select an attribute that is not part of the report, in the Add Filter task area, click Select Other Attributes.

Attribute List Filter Condition List

76 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

The Attribute Selection window appears with all available attribute folders in the schema. CLOB attributes are not available for attribute filters. Click the attribute folder from where you want to select an attribute for the filter. Click Select for the attribute.

To search for a specific attribute, click the Find tab. Enter an attribute name and click Find.

For a report with attributes only, you must select attributes from the same database table.

Data Analyzer adds the selected attribute to the attribute list on the Filters and Rankings page.

4. From the filter condition list, select a filter condition.

If the report uses metrics and attributes from an hierarchical schema, you can select from the following filter conditions only:

♦ Show Only

♦ Exclude

♦ Only Show Values Equal To

♦ Only Show Values Not Equal To

If you create a prompt for the attribute filter, you do not need to enter attribute values for the filter. You can go to step 5.

If you select attribute values, when you display the report, Data Analyzer populates the prompt with those values.

5. Select values for the filter by choosing one of the following options:

Select Attribute Values. To select values for the filter from the list of available values, click Select Attribute Values. The Choose Attribute Values window appears with the first 100 values.

To search for an attribute value, enter the attribute value in the text box, and click Search.

Tip: You can use the wildcards asterisk (*) or percent (%) in the search. Both wildcards characters represent one or more characters. You can also use partial names in the search.

Selected attribute folder.

Attributes in the selected attribute folder.

Click to search for an attribute.

Enter an attribute value to search.

Creating an Attribute Filter 77

To display all attribute values, click Show All Values. Select the attribute values, and click OK.

Note: Oracle limits the SQL WHERE clause to 65,535 characters. If you select a large number of attribute values for a filter, you might reach the 65,535 characters limit. Select less than 100 attribute values for each attribute filter.

-or-

Select Global Variable as Value. To use a global variable as a value, click Select Global Variable as Value.

-or-

Manually Enter a Value. To manually enter an attribute value, click Manually Enter a Value. Enter an attribute value for the filter, and click OK. Or, enter a value or values in the text box. Depending on the filter condition you selected, Data Analyzer might display text boxes for the attribute values.

You can manually enter a value when you create an attribute filter based on the Show Only or Exclude filter conditions.

Note: You cannot use {or} characters in the attribute value for a filter. If an attribute value for a filter contains {or} characters, Data Analyzer displays an error when you run the report.

6. To create a prompt for the attribute filter, select Prompt this Filter Before Running, and enter the text for the prompt.

When you create a prompt for the attribute filter, selecting attribute values for the filter is optional.

When you display the report, Data Analyzer prompts you to select the attribute values you want to display in the report. The text for the prompt appears in italic to the left of the attribute values.

7. To restrict users from deleting a filter from the report, select Restrict Removal of this Filter from Report.

Users cannot delete the filter from the Filters task area on the Analyze tab.

8. To view the SQL query for the attribute filter, click Advanced.

Data Analyzer displays the SQL query for the filter in advanced mode. In advanced mode, you can edit the SQL query for a filter. If you edit the SQL query, you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter.

In advanced mode, Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the attribute filter. Click within the SQL query, and click buttons to add the numbers or arithmetic operators to the SQL query.

In advanced mode, do not press the Enter key within the expression. Do not use CLOB columns in the SQL query.

Note: If the SQL query for the filter contains a single quote (‘) within a string, you must change this single quote to two single quotes.

9. Click Add to add the attribute filter to the report.

Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. The following icons might display next to the filter:

♦ An icon indicating that the filter is prompted if you created a prompt for the filter.

♦ An icon indicating that the filter removal is restricted if you restricted removal of the filter.

Data Analyzer displays another set of filter options in the Add Filter task area.

10. To add another attribute filter to the report, repeat steps 3 to 9.

78 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area.

11. To change the order in which Data Analyzer applies the filters to the report, click Advanced, and click the Move Up or Move Down button.

If you create more than one attribute filter, you can group the filters in advanced mode. In advanced mode, the Report Filters task area displays lists for adding parentheses and operators. Click the appropriate list to group the filters.

12. To display attribute values in a progressive manner, in the Report Filters task area, select Enable Progressive Filtering.

Select this option if there are multiple prompts in the report and you want to display attribute values for a subsequent prompt based on the values selected in the previous prompt.

13. To remove an attribute filter, click the Remove button for the filter.

14. To save the report, click Save.

Data Analyzer displays the number of filters on the Create Report Wizard.

Editing an Attribute FilterTo edit an attribute filter:

1. Open the report where you want to edit an attribute filter, and then click Edit.

-or-

On the Find tab, from the Public Folders or your Personal Folder, click the report where you want to edit an attribute filter, and click Edit in the Details task area.

The Create Report Wizard displays the report.

2. Click Select Time, Filters, and Rankings > Filters.

The Filters tab appears.

3. In the Add Filter task area, click Attribute Filter.

Indicates filter is prompted. Indicates filter removal is restricted.

Click to add left parenthesis.

Click to add right parenthesis.

Click to add operators.

Click to change the order of the filters.

Creating an Attribute Filter 79

4. Click the filter you want to edit.

5. To edit the filter, make the necessary changes. Click Update.

Data Analyzer edits the attribute filter.

6. To delete the filter, click the Remove button next to the filter.

7. Click Save.

You can also save the modified report as a new report.

Creating a Metric FilterMetric filters must include numeric values only.

Applying Metric Filters to Granular DataBy default, Data Analyzer aggregates metric values before applying any filters to the data. Data Analyzer aggregates metric values across all dimensions based on the aggregation method specified for the metric. The Data Analyzer system administrator specifies one of the following methods as the aggregation method for a metric:

♦ Sum

♦ Max

♦ Min

♦ Avg

♦ Count

♦ Custom

♦ Custom+

When you create a metric filter, you can apply metric filters to granular data before the data is aggregated. Apply metric filters to granular data to specify more granular conditions for a filter. When you apply metric filters to granular data, Data Analyzer applies the filter before aggregating the data.

Note: Do not apply metric filters to granular data before the data is aggregated if the system administrator has set up Custom or Custom+ as the default aggregation method for the metric. If you apply metric filters to granular data for these metrics, an SQL error might occur when you run the report.

For more information about setting up aggregation methods when defining a metric, see the Data Analyzer Schema Designer Guide.

Steps for Creating a Metric FilterIn basic mode, you can create filters on a metric. In advanced mode, you can edit the SQL query for a filter.

When creating a metric filter, you cannot use the advanced mode for the following types of metrics:

♦ Custom metrics

♦ Metrics in a hierarchical schema

80 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

To create a metric filter:

1. Click Create > Report > Select Time, Filters, and Rankings > Filters.

The Filters tab appears.

2. In the Add Filter task area, click Metric Filter.

3. Click Select a Metric to select a metric for the filter.

The metric list displays the metrics in the current report.

4. From the filter condition list, select a filter condition.

If the report uses metrics and attributes from an hierarchical schema, you can select from the following filter conditions only:

♦ Only Show Values Equal To

♦ Only Show Values Not Equal To

5. Enter a value for the filter.

6. To create a prompt for the metric filter, select Prompt this Filter Before Running, and enter the text for the prompt.

When you create a prompt for the metric filter, you do not need to enter metric values for the filter.

When you display the report, Data Analyzer prompts you to select the metric values you want to display in the report. The text for the prompt appears in italic to the left of the attribute values.

7. To restrict users from deleting a filter from the report, select Restrict Removal of this Filter from Report.

Users cannot delete the filter from the Filters task area on the Analyze tab.

8. To apply the filter to granular data, before the data is aggregated, select Apply This Filter to Granular Data, Before the Data is Aggregated.

Add Filter Task Area

Metric List Filter Condition List Text Box to Enter Value

Creating a Metric Filter 81

9. To view the SQL query for the metric filter, click Advanced.

Data Analyzer displays the SQL query for the filter in advanced mode. In advanced mode, you can edit the SQL query for a filter. If you edit the SQL query, you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter.

In advanced mode, Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the metric filter. Click within the SQL query, and click buttons to add the numbers or arithmetic operators to the SQL query.

Note: If the SQL query for the filter contains a single quote (‘) within a string, you must change this single quote to two single quotes.

Do not use CLOB columns in the SQL query.

10. Click Add to add the metric filter to the report.

Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. The following icons might display next to the filter:

♦ An icon indicating that the filter is prompted if you created a prompt for the filter.

♦ An icon indicating that the filter removal is restricted if you restricted removal of the filter.

♦ An icon indicating that the filter is applied to granular data if you applied the filter to granular data.

Data Analyzer displays another set of filter options in the Add Filter task area.

11. To add another metric filter to the report, repeat steps 3 to 10.

Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area.

12. To change the order in which Data Analyzer applies the filters to the report, click Advanced, and click the Move Up or Move Down button.

Indicates filter is prompted.

Indicates filter is applied to granular data.

Indicates filter removal is restricted.

Click to add left parenthesis.

Click to add right parenthesis.

Click to add operators.

Click to change the order of the filters.

82 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

If you have more than one metric filter, you can group the filters in advanced mode. In advanced mode, the Report Filters task area displays lists for adding parentheses and operators. Click the appropriate list to group the filters.

13. To save the report, click Save.

Data Analyzer displays the number of filters on the Create Report Wizard.

Editing a Metric FilterTo edit a metric filter:

1. Open the report where you want to edit a metric filter, and click Edit.

-or-

On the Find tab, from the Public Folders or your Personal Folder, click the report where you want to edit a metric filter, and click Edit in the Details task area.

The Create Report Wizard displays the report.

2. Click Select Time, Filters, and Rankings > Filters.

3. In the Add Filter task area of the Filters tab, click Metric Filter.

4. Click the filter you want to edit.

5. To edit the filter, make the necessary changes. Click Update.

Data Analyzer updates the metric filter.

6. To delete the filter, click the Remove button for the filter.

7. Click Save.

You can also save the modified report as a new report.

Working with FiltersetsA filterset is a reusable filter or set of filters. For example, you create a filterset to filter data for the north region. Every time you create a report for the north region sales employees, you can use this filterset.

Creating a FiltersetThe order in which the filters appear in a filterset is the order in which Data Analyzer applies the filters to the report. If you create a filterset with more that one attribute filter, you can use progressive filtering in the filterset. Use progressive filtering to select attribute values for a second filter based on the attribute values you select for the first filter.

When you create a filterset, Data Analyzer saves it in a folder called Filtersets in the Schema Directory. You can view and set access permissions for a filterset in the Schema Directory. By default, you have the read, write, delete, and change access permissions on filtersets that you create. You can also modify and remove filtersets from the Schema Directory.

You can associate the filterset with a department or category to organize filtersets. The Data Analyzer system administrator creates these departments and categories.

You can create filtersets in the following areas:

♦ Create Report Wizard. When you create filters for a report, you can save the filters as a filterset.

♦ Analyze tab. When you drill into a report or use an analytic workflow, you can save the drill filter or analysis filter as a filterset.

Working with Filtersets 83

To use a new filterset in the report you are working in, you need to apply the filterset to the report. Data Analyzer does not automatically apply a new filterset to a report.

Creating a Filterset in the Create Report WizardAfter you create attribute filters or metric filters in the Create Report Wizard, you can save them as a filterset. You can assign a name to a filterset so that you or other users can use the filterset in Data Analyzer reports.

Typically, when you run a report with prompts based on filters, Data Analyzer prompts you to select values for the filters. However, if the filters in a filterset include prompts, Data Analyzer does not prompt you to select values for the filters. You can create a prompt for the entire filterset when you apply the filterset to the report.

You cannot use CLOB columns in filters or filtersets.

To create a filterset in the Create Report Wizard:

1. Click Create > Report > Select Time, Filters, and Rankings > Filters.

2. Create the filters.

You can create attribute filters or metric filters or both.

3. In the Report Filters task area, click Save as Filterset.

The Save Filterset window appears.

4. Enter the following information:

5. Click OK.

Data Analyzer adds the filters to the report and saves the filterset in the Schema Directory. To use the filterset in the report, you must apply the filterset to the report.

Creating a Filterset on the Analyze TabYou can create filtersets on the Analyze tab. When you create a filterset on the Analyze tab, you select filters for the filterset. You can select filters in one of the following ways:

♦ Select existing filters in the report. You can create a filterset to include all existing filters in the report.

♦ Select values in the report table. You can create a filterset from selected values in the report table. When you select values in the report table, the filterset includes attribute filters only.

You cannot use CLOB columns in filters or filtersets.

To create a filterset on the Analyze tab:

1. Open the report where you want to create a filterset.

The report displays on the Analyze tab.

2. To create a filterset from the existing filters in the report, click the Filters link in the Filters task area.

-or-

Property Description

Name Name of the filterset. The filterset name can include any character except a tab, newline character, or the following special characters:\ / : * ? “ < > | [ ]

Comments Any comments about the filterset.

Description Brief description of the filterset.

Category Category for the filterset.

Department Department for the filterset.

.

84 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

To create a filterset from selected values in the report table, click items in the report table that you want to include in the filterset. Click Filterset.

The Filterset tab displays the selected values.

3. In the Name this Filterset field, enter a name for the filterset.

The filterset name can include any character except a tab, newline character, or the following special characters:

\ / : * ? “ < > | [ ]

4. Enter the following information:

5. Click Save.

Data Analyzer adds the filterset to the Filterset folder in the Schema Directory. You can now apply the filterset to the report.

Applying an Existing Filterset to a ReportTo use a filterset in a report, you must apply the filterset to the report. You can apply a filterset to a report from the following areas:

♦ Create Report Wizard. When creating a report, you can apply a filterset to a report from the Create Report Wizard.

♦ Analyze tab. When viewing a report, you can apply a filterset to a report from the Analyze tab.

You can create a query to search for existing filtersets. When you create a query, you can select from a list of criteria to make the search specific. Depending on the criteria you select, you might need to enter a value for the criteria. For example, if you create a query to search for filtersets created by a particular user, you need to enter a user name.

After you apply a filterset to a report, the filterset appears in the Filtersets task area on the Analyze tab. The Filters task area displays any other filters for the report.

Applying a Filterset when Creating or Editing a ReportWhen you apply an existing filterset to a report, you can create a prompt for the filterset. A prompt for a filterset provides the users with the option of selecting the filterset for the report. When you display the report, Data Analyzer prompts you to select the filtersets you want to apply to the report.

You can also create a prompt for the filterset after you apply the filterset to the report.

To apply a filterset when creating or editing a report:

1. Click Create > Report > Select Time, Filters, and Rankings > Filters.

2. In the Add Filter task area of the Filters tab, click Filterset.

A list of filtersets appears.

3. Locate the filterset you want to apply to the report. You can navigate the folders in the Filtersets folder to access the filterset you want to use.

-or-

Property Description

Comments Comments about the filterset.

Description Brief description of the filterset.

Category Category for the filterset.

Department Department for the filterset.

Working with Filtersets 85

Click the Refine Your Selection link to create a query to display filtersets you want to apply to the report, and click Go. To use a previously saved query, click Saved Queries, and click a query.

A list of available filtersets appears.

4. Click the filterset you want to apply to the report.

Data Analyzer displays the filterset properties in the Details task area.

5. Click Add.

The selected filterset displays in the Report Filters task area under Filtersets.

You can select more than one filterset for the report.

To remove a filterset, click the Remove button for the filterset.

6. To create a prompt for a filterset, select Prompt Before Running.

7. To save the report, click Save.

Applying a Filterset when Viewing a ReportTo apply a filterset to a report, you must have read permission on the filterset.

To apply a filterset when viewing a report:

1. Open the report where you want to apply a filterset.

The report displays on the Analyze tab.

2. Click Filterset.

The Filterset tab displays existing filtersets.

3. Locate the filterset you want to apply to the report. You can navigate the folders in the Filtersets folder to access the filterset you want to use.

-or-

Click the Refine Your Selection link to create a query to display filtersets you want to apply to the report, and click Go. To use a previously saved query, click Saved Queries, and click a query.

A list of filtersets displays in the Results task area.

4. Click the filterset you want to apply to the report.

Data Analyzer displays the filterset properties in the Details task area.

5. Click Add.

The filterset appears in the Filtersets task area on the Analyze tab.

Setting a Filter IdentifierA filter identifier is an attribute in a report that you want Data Analyzer to use when applying a drill filter or analysis filter to the report. Use filter identifiers to control the way users drill in a report or use analytic workflows associated with the report.

You can set a unique filter identifier for each attribute in the report. For example, you can set Product ID as the filter identifier for the Product Name attribute. When a user drills on a Product Name attribute value, Data Analyzer uses the Product ID attribute value in that row as the drill filter.

86 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

You can also set a single filter identifier for all attributes in the report. If you set a single filter identifier for all attributes, Data Analyzer ignores any other filter identifiers that you set in the report. For example, you have a report that lists all product promotions undertaken by your organization.

When a user drills on a metric value in this report, Data Analyzer uses all attribute values in that row as the drill filter.

Selected metric value for drilling into the report.

Drill filter

Setting a Filter Identifier 87

If you want the drill filter to include the Promotion Name attribute only, you can set Promotion Name as the filter identifier for all attributes in the report. When a user drills on any metric value in this report, Data Analyzer uses the Promotion Name attribute value in that row as the drill filter.

Similarly, when you use an analytic workflow, Data Analyzer uses the filter identifier to create the analysis filter. The analysis filter determines the data you see in the subsequent reports in a workflow. CLOB columns are not available as filter identifiers.

Tip: You can choose to hide attributes that you use as filter identifiers in a report. When you hide a filter identifier attribute, Data Analyzer continues to use it in the SQL query for the report, but does not display it in the report table on the Analyze tab.

To set a filter identifier:

1. Click Create > Report > Select Time, Filters, and Rankings > Filter Identifier.

The Filter Identifier tab appears.

2. To set a filter identifier for all attributes in the report, select the attribute for the filter identifier from the All Attributes list.

-or-

To set a filter identifier for individual attributes, select the attribute for each filter identifier from the individual attribute lists.

CLOB columns are not available as filter identifiers.

3. To save the report, click Save.

Adding or Deleting a Filter on the Analyze TabOn the Analyze tab, you can add or remove a filter from a report. After you make changes, you can save the report as a new report or save the changes to the current report.

You can modify an existing filter from the Create Report Wizard.

Adding an Attribute Filter on the Analyze TabTo add an attribute filter to a report:

1. Display the report on the Analyze tab.

The Filters task area displays the filters for this report.

Drill filter

88 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

2. Click the Filter tab.

The Filter tab displays attribute and metric selection lists.

3. From the attributes list, select an attribute for the filter.

You can select any available attribute associated with the report. CLOB attributes are not available for attribute filters.

4. From the operator list, select an operator for the filter.

5. Select or enter a values for the filter.

6. Click the Add button in the Attribute filter area.

The report displays with the new filter.

7. Click Save.

You can also save the modified report as a new report.

Adding a Metric Filter on the Analyze TabYou cannot create filters on a layout-dependent metric calculation. For more information about layout-dependent metric calculations, see “Layout-Dependent Metric Calculations” on page 197.

For more information about metric filters, see “Creating a Metric Filter” on page 80.

To add a metric filter to a report:

1. Display the report on the Analyze tab.

The Filters task area displays the filters for this report.

2. Click the Filter tab.

The Filter tab displays attribute and metric selection lists.

Select an attribute. Select an operator. Select or enter values.

Select a metric. Select an operator. Enter values.

Adding or Deleting a Filter on the Analyze Tab 89

3. From the metrics list, select a metric for the filter.

You can select from any of the metrics associated with the report.

4. From the operator list, select an operator for the filter.

5. Enter values for the filter.

6. Click the Add button in the Metric filter area.

The report displays with the new filter.

7. Click Save.

You can also save the modified report as a new report.

Deleting a Filter on the Analyze TabWhen you create a filter from the Create Report Wizard, you can restrict users from deleting the filter from the report. You cannot delete such filters from the Analyze tab.

To remove a filter from a report:

1. Display the report on the Analyze tab.

The Filters task area displays the filters for the report.

90 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

2. Click the Remove link for the filter you want to remove.

The report displays without the removed filter. The data previously suppressed by the filter appears in the table.

3. Click Save.

You can also save the modified report as a new report.

Using a Global VariableA global variable is a user-defined variable that represents specific values. A global variable can represent one or more attribute values, such as a sales region or new product names. It can also represent an SQL expression that results in a single value, such as a sales tax or interest rate. Global variables and the values they represent are saved in the repository and are available for use by other Data Analyzer users. For more information about creating global variables, see the Data Analyzer Schema Designer Guide.

Use a global variable in a report in the following ways:

♦ As a value in an attribute filter. Use any global variable in the repository. For more information about attribute filters, see “Creating an Attribute Filter” on page 74.

♦ As an input parameter for a stored procedure in the SQL for a report. Use any global variable in the repository. For more information, see “Using Stored Procedures in the Edited SQL Query” on page 162.

♦ As a value in a custom attribute expression. Use global variables that represent a single value. For more information about custom attribute expressions, see “Adding Custom Attributes to a Report” on page 219.

♦ As a value for an indicator in a report with multiple pages. Use global variables that represent a single value. For more information about indicators, see “Working with Indicators” on page 273.

Use a global variable to update the filter value, indicator value, stored procedure, or custom attribute expression without editing the report.

Global variables can represent different types of values. Before using a global variable in a report, make sure you know how and when global variable values will be updated.

In an attribute filter or stored procedure, you can use either prompted or unprompted global variables. Use prompted global variables only in on-demand reports. If the global variable is prompted, report users can replace global variable values when they run the report.

When you use a global variable in a complex filter or expression, make sure the resulting SQL expression is supported by the data warehouse. Enclose global variable names in dollar signs in an SQL expression: $GlobalVariableName$.

If the global variable represents a string or date value, you might need to enclose the global variable name in single quotes, depending on how the value is configured in the repository. For example, if the StartDate variable is configured with quotes as ‘1/1/2003’, you can use the variable without additional quotes. However, if its value is 1/1/2003, you might use the variable in a filter as follows:

{PROMOTIONS.PROMO_BEGIN_DATE} IN (‘$StartDate$’)

To use a global variable in a report:

1. To select a value for an attribute filter, click Select Global Variable as Value.

-or-

To select a global variable as the input parameter, click Select Global Variable as Value.

-or-

To select a value for a custom metric expression, click Select Global Variable as Value.

-or-

Using a Global Variable 91

To select a value for an indicator in a report with multiple pages, click Select Global Variable as Value.

The Select a Global Variable window appears with the list of all global variables defined in the repository.

2. Click Select for the global variable you want to use in the filter.

When you select a global variable as value, Data Analyzer displays it enclosed in dollar signs ($).

If necessary, enclose the global variable in quotes. Data Analyzer replaces the value of the global variable at run time.

Using Global Variables with Date Attribute ValuesWhen you use a date attribute value in an attribute filter, Data Analyzer uses conversion functions to make sure that the SQL query for a report runs properly. The conversion functions allow the database to interpret the filter correctly. For example, Data Analyzer might use the TO_DATE function when you compare a date value with a date attribute in a filter:

WHERE EXPIRY_DATE > TO_DATE (‘09/01/2004’, ‘MM/dd/yyyy’)

By default, this type of SQL query does not use an index defined on the date attribute, which can slow down the SQL query.

When setting up a date attribute, the schema designer can restrict Data Analyzer from using conversion functions by clearing the Data Source is Timestamp option when setting up the attribute. For more information, see “Working with Time Dimensions” in the Data Analyzer Schema Designer Guide.

When you use a global variable in a report, Data Analyzer uses the global variable in the SQL query of the report. If the schema designer restricts Data Analyzer from using conversion functions and if you create a global variable with a single date attribute value, the SQL query of the report runs correctly:

WHERE EXPIRY_DATE > TO_DATE ($AD_DATE$, ‘yyyy-MM-dd’)

You define the $AD_DATE$ global variable with a date:

$AD_DATE$ = ‘2004-01-01’

However, if the schema designer restricts Data Analyzer from using conversion functions and you create a global variable with multiple date attribute values, the SQL query of the report does not run correctly.

Note: For a global variable with date attribute values, Data Analyzer requires the date values to be in the yyyy-MM-dd format. If the data source is a Microsoft SQL Server database, the date values must be in the yyyy.MM.dd format. When you use a global variable with date attribute values, Data Analyzer displays the global variable values in the yyyy-MM-dd format or yyyy.MM.dd format for a Microsoft SQL Server database.

Global variable in attribute filter

92 Chapter 9: Working with Filters, Filtersets, and Filter Identifiers

C H A P T E R 1 0

Ranking Report Data

This chapter includes the following topics:

♦ Overview, 93

♦ Setting Absolute Ranking Criteria, 94

♦ Setting Percent Ranking Criteria, 96

OverviewA ranked report displays data in a specific order. You can rank report attributes based on descending or ascending values of a metric. You can set a ranking criteria to rank data in a report. Use custom metrics in the ranking criteria. You can set a ranking criteria for tabular, cross tabular, and sectional report tables. In a cross tabular or sectional report table, you can rank attributes in the row headers.

You can rank attributes in a report based on one of the following types of ranking criteria:

♦ Absolute. For more information, see “Setting Absolute Ranking Criteria” on page 94.

♦ Percent. For more information, see “Setting Percent Ranking Criteria” on page 96.

If you delete a metric used in a ranking criteria, Data Analyzer deletes the ranking from the report.

Ranking Custom AttributesYou can rank most custom attributes in a report. However, if the custom attribute is based on a layout-dependent metric, you cannot rank the custom attribute. Also, you cannot use a layout-dependent metric in the ranking criteria.

Ranking Reports with Time SettingsWhen you rank a report with time settings, Data Analyzer ranks the attributes based on the first time period in the report. If a report includes any time comparisons, Data Analyzer ranks the attributes based on the current time period in the report. For example, a report displays sales for the current month and compares them with sales in the previous month. If you rank the report to display the top three products by sales, Data Analyzer uses data for the current month to rank the report.

If a report contains time attributes, you can use most of these attributes in the ranking. Time attributes include information like holidays, seasons, or major events. Day of Week Number and Holiday Flag are examples of time attributes. If a report contains the Day of Week Number attribute, you can rank the report to display the top three days of the week by quantity sold. You cannot use the Date with Time time attribute in a ranking.

93

SQL Statements for Ranked ReportsWhen you set a ranking criteria for a report, Data Analyzer typically generates a separate ranking SQL statement. For example, you create a sales report, which displays the amount sold for the products and the product category for each product. You create a ranking in the report to display the top 10 products based on the amount sold. Data Analyzer generates the following SQL statement:

SQL Statement 1 Data Source: sales SELECT PRODUCTS.PROD_NAME, PRODUCTS.PROD_CATEGORY, (SUM(SALES_MONTH_A1.AMOUNT_SOLD_PER_MONTH) FROM PRODUCTS, SALES_MONTH_A1 WHERE (SALES_MONTH_A1.PROD_ID = PRODUCTS.PROD_ID) GROUP BY PRODUCTS.PROD_NAME, PRODUCTS.PROD_CATEGORY ORDER BY 1, 2 Ranking SQL Statement 1 SELECT PRODUCTS.PROD_NAME, (SUM(SALES_MONTH_A1.AMOUNT_SOLD_PER_MONTH)) FROM PRODUCTS, SALES_MONTH_A1 WHERE (SALES_MONTH_A1.PROD_ID = PRODUCTS.PROD_ID) GROUP BY PRODUCTS.PROD_NAME HAVING ((SUM(SALES_MONTH_A1.AMOUNT_SOLD_PER_MONTH)) IS NOT NULL) ORDER BY 2 DESC

The SQL statement to fetch the report data is separate from the SQL statement to rank the data. You cannot edit the ranking SQL statement for a report.

To reduce the time it takes to run the report, Data Analyzer does not generate a separate ranking SQL statement in the following situations:

♦ The reports contains one attribute only.

♦ The report does not have time settings and you rank the report using absolute ranking criteria.

♦ The report is ranked on all available attributes.

Setting Absolute Ranking CriteriaUse absolute ranking to rank the attributes based on metric values in a report. For example, you rank the Product attribute based on the Profit metric.

Absolute ranking is similar to sorting. Both absolute ranking and sorting allow you to order report data. Sorting lets you order report data based on attribute values or metric values. However, unlike sorting, absolute ranking sorts attributes values based on metric values. Absolute ranking also lets you display a certain number of rows in the report table and the total of the rest.

Note: Ranking takes precedence over sorting. If you create a report with ranking and sorting, the ranking criteria takes precedence over the sort order.

You can rank a specified number of rows in the report. For example, you can rank the top 10 rows in the report and total the rest of the rows at the end.

94 Chapter 10: Ranking Report Data

Figure 10-1 shows a report that displays the top five customers ranked on the Amount Sold metric and displays the total of the rest of the rows at the end of the report:

In some cases, the value for the Other row might be NULL. For example, if you rank the top 15 rows in a report that has 10 rows, the Other row displays NULLs. If you want to display “N/A” instead of NULL, you can change the display settings for null values on the Formatting tab.

You can also create a nested absolute ranking, which allows you to create two levels of ranking in a report. You can create nested absolute ranking if the report includes metrics and attributes from an analytic or operational schema.

Use nested absolute ranking when you want to rank report data based on two attributes. For example, you can create a nested absolute ranking that displays the top four products for the top four customers based on the Quantity Sold metric.

When you create a nested absolute ranking, you can choose to display all attribute values in the first ranking level. For example, you can display all customers and the top four products based on the Quantity Sold metric for each customer.

Figure 10-2 shows an example of nested ranking:

Figure 10-1. Ranked Report

Figure 10-2. Nested Ranking in a Report

For each customer, the top four products are ranked by Quantity Sold.

Setting Absolute Ranking Criteria 95

To set absolute ranking criteria:

1. Click Create > Report > Select Time, Filters, and Rankings > Rankings.

The Rankings tab appears.

2. In the Ranking task area, click Absolute Ranking.

3. From the ranking order list, select a ranking order. Select All as the ranking order if you are creating a nested ranking.

4. If you selected Top or Bottom as the ranking order, enter a numeric value for the number of ranked rows for the report to display.

5. From the attributes list, select an attribute for the ranking.

6. If you selected Top or Bottom as the ranking order, from the metrics list, select a metric for the ranking.

Data Analyzer uses the values of this metric to create the ranking.

7. If you selected Top or Bottom as the ranking order, to display the total of all remaining values, select Total Others at End of Table.

You can select Total Others at End of Table for tabular and cross tabular report tables only.

8. To create a nested ranking, repeat steps 3 to 6 using the second row to set the ranking criteria.

In a nested ranking, you can only use Top or Bottom as the ranking order.

For the second ranking level, you cannot use the attribute that you used for the first ranking level.

9. To save the report, click Save.

The number of rankings in the report display on the Create Report Wizard.

Setting Percent Ranking CriteriaUse percent ranking to rank the attributes based on percent values of a metric in the report. You can choose to display a total of the rest of the values at the end of the report table.

For example, you can create a percent ranking that displays the top 20% of the sum of the Amount Sold values and totals the rest.

Ranking order

Number of ranked rows

Attributes list Metrics list

96 Chapter 10: Ranking Report Data

Figure 10-3 shows a report that displays products in the top 20% of the amount sold:

The report displays the percent values for each of the products next to the amount sold values. Data Analyzer rounds up the percent values.

You can create percent ranking for any custom metric in the report.

To set percent ranking criteria:

1. Click Create > Report > Select Time, Filters, and Rankings > Rankings.

The Rankings tab appears.

2. In the Ranking task area, click Percent Ranking.

The Rankings tab displays the percent ranking options.

3. From the attribute list, select an attribute for the ranking.

4. From the ranking order list, select a ranking order:

♦ Top

♦ Bottom

5. Enter a percent value of the total of the metric values for the ranking to display.

6. From the metric list, select a metric for the ranking.

Data Analyzer uses the values of this metric to create the ranking.

7. To display the total of all remaining values, select Total Others at End of Table.

8. To save the report, click Save.

The number of rankings in the report display on the Create Report Wizard.

Figure 10-3. Percent Ranking in a Report

Report data displayed according to amount sold percentages.

Ranking order

Percent of total metric values

Attribute list Metric list

Setting Percent Ranking Criteria 97

98 Chapter 10: Ranking Report Data

C H A P T E R 1 1

Configuring Layout and Setup for a Report

This chapter includes the following topics:

♦ Overview, 99

♦ Setting Report Table Layout, 100

♦ Setting Report Table Formats, 106

♦ Creating a Report Table Sort Order, 111

♦ Creating an Analytic Workflow, 113

♦ Creating Report Links, 118

OverviewYou can complete the following tasks on the Layout and Setup page to customize the visual display of a report:

♦ Set report table layout. You can choose to display the report as a tabular, cross tabular, or sectional report table.

♦ Add calculations. On the Calculations tab, you can choose to display calculations in a report. Data Analyzer provides certain predefined metric and aggregate calculations that you can add to the report. You can also add custom metric and custom aggregate calculations to the report.

♦ Set report table formats. You can also modify the date formats, display, and fonts in the report.

♦ Create a report table sort order. You can display sorted data in a report. You can sort the report rows, columns, or sections in ascending or descending order.

♦ Add a chart to a report. You can create a chart for the report data. You can create charts for a report when you create a report or when you edit a saved report. You can display multiple charts for a report. Data Analyzer displays the report chart along with the report table when you open the report on the Analyze tab or view the report on the View tab.

♦ Create a workflow in the report. You can create an analytic workflow to link reports in a hierarchy.

♦ Create report links. You can create report links from data in the report table to analytic workflow reports.

♦ Set up the View tab. You can customize the display of reports on the View tab.

99

Setting Report Table LayoutThe report data displays in a report table on the Analyze tab and View tab. Report tables are of the following types:

♦ Tabular

♦ Cross tabular

♦ Sectional

Tabular Report TablesA tabular report table displays attributes as row headers only. The attributes that display as row headers are called row attributes. By default, Data Analyzer creates reports with tabular report tables. You can change the table layout to create a report with a cross tabular or sectional report table.

Figure 11-1 shows an example of a tabular report table on the Analyze tab, where Category and Sales District are row attributes:

Cross Tabular Report TablesA cross tabular report table displays attributes as row and column headers. The attributes that display as row headers are called row attributes and the attributes that display as column headers are called column attributes.

Figure 11-2 shows an example of a cross tabular report table on the Analyze tab:

In the preceding example, Category is a column attribute and Sales District is a row attribute.

Figure 11-1. Tabular Report Table

Figure 11-2. Cross Tabular Report Table

Row headers

Column headers

Row headers

100 Chapter 11: Configuring Layout and Setup for a Report

Cross tabular report tables must contain at least one metric. To define a cross tabular report table for a report containing attributes only, define one of the attributes as a metric in the analytic schema and suppress the GROUP BY clause in the SQL query for the report.

Reports with time settings are always cross tabular. Data Analyzer displays the time settings as column headers in the report table. If the report contains other attributes, you can display them as column headers or row headers.

If you have a large number of columns in a cross tabular report table, the report might not display on the Analyze tab or View tab. For example, a report with 3 attributes, 1 metric, and 9 rows does not display if the number of columns is more than 241.

Reports with layout-dependent custom attributes cannot use cross tabular report tables.

Sectional Report TablesA sectional report table displays the report data in sections. The sections are based on an attribute in the report. Each section in the report table represents a unique attribute value. The attribute you use to create the sections is called a section attribute. Within each section, attributes can display as row and column headers. To set up a report as a sectional report table, the report must have at least one metric and one attribute.

If you have a report with a large number of rows, you can divide the report table into sections based on an attribute in the report. For example, a report displays the revenue of your products. Each product falls under one of five product groups, which is another attribute in the report. Because the organization sells 50 products, the report has 50 rows. You can create sections in the report based on the Group attribute.

Figure 11-3 shows a sectional report table on the Analyze tab:

When a sectional report table displays on the Analyze tab, by default, Data Analyzer displays all sections. If there are more than 15 sections in the report, Data Analyzer displays the sections on multiple pages. By default, each page displays 15 sections. The system administrator can change the default number of sections Data Analyzer displays per page by editing the report.maxSectionsPerPage property in the DataAnalyzer.properties file.

Depending on the size of each section, Data Analyzer expands one or more sections. You can expand or collapse any section. To expand all sections, click Expand All.

From the attribute value list, you can clear attribute values for the sections you do not want to show in the report table. To clear all attribute values, click Clear.

Reports with layout-dependent custom attributes cannot use sectional report tables.

When you add a chart to a sectional report, you can add a chart for all sections or a selected section.

Figure 11-3. Sectional Report Table

Attribute value list. By default, sections for all attribute values display in the report.

Attribute value that one section represents.

One section in the report.

Click to collapse the section.

Click to expand the section.

Setting Report Table Layout 101

Note: Data Analyzer does not support indicators on grand total and summary tables in sectional reports.

Displaying the Summary SectionFrom the attribute value list, you can select to display the summary of a section attribute. When you display the summary, Data Analyzer displays a Summary section. The Summary section lists all attribute values and the metric totals for each attribute. Data Analyzer also displays totals for all metric values for the section attribute.

Figure 11-4 shows an example of Summary in a sectional report table:

You can view the Summary section on the Analyze and View tabs. However, you can select the Summary section on the Analyze tab only.

To view the Summary section on the View tab, complete the following steps:

1. Create a sectional report and open it in the Analyze tab.

2. Select Summary from the attribute value list to display the Summary section.

3. Click Display on View to view the report on the View tab.

The Summary section displays on the View tab.

You cannot create an indicator, alert, or highlighting rule for metrics in the Summary section. You cannot drill into the Summary section.

The values in the Summary section have the display font, color, and alignment that you configured for the metric. If you added a Sum aggregate calculation to the report, values in the last row, display in the font and color that you selected for the Sum aggregate calculation. If you did not add a Sum aggregate calculation, values in the last row display with the alignment set for the metric, font setting as bold, and text color as black.

Data Analyzer does not display metric calculations with layout-dependent values in the Summary section.

The Summary section also displays when you export the report to PDF, HTML, or Microsoft Excel.

Displaying the Grand Totals SectionIf the report includes any of the following basic aggregate calculations, Data Analyzer displays a Grand Totals section on the Analyze and View tabs:

♦ Sum

♦ Min

♦ Max

Figure 11-4. Summary in a Sectional Report Table

Totals for each attribute value

Total for the section attribute

102 Chapter 11: Configuring Layout and Setup for a Report

♦ Average

Data Analyzer performs the basic aggregate calculation for all values in all displayed sections and shows the calculated values in the Grand Totals section. If you do not want to show the Grand Totals section, you can collapse it.

The values in the Grand Total section have the display font and color that you selected for the aggregate calculation and the alignment that you selected for the metric.

Data Analyzer does not display layout-dependent metric calculations in the Grand Totals section.

The Grand Total section also displays when you export the report in PDF, HTML, or Excel format.

Displaying a Large Number of SectionsYou can create sectional report tables based on more than one section attribute. For example, you create sections based on the Category and Subcategory attributes. When the report users view this report, they can select the attribute values for Category and Subcategory that they want to display in the table.

Figure 11-5 shows an example of a sectional report table based on two section attributes:

There is no limit on the number of attributes you can use as sections. However, using too many attributes as sections can make the report difficult to read and increase the time it takes to run the report.

Tip: Use three or less attributes as sections in a report.

From the attribute value list, you can select sections you want to display on the Analyze tab and View tab. By default, you can select up to 300 attribute values to display in a sectional report table. The system administrator can change the maximum number of attribute values users can select in Data Analyzer reports by editing the report.maxSectionSelectorValues property in the DataAnalyzer.properties file.

If you set a higher number, Data Analyzer might take a longer time to display the report.

If there are more sections in the report than the value set for the report.maxSectionSelectorValues property, Data Analyzer displays all sections on the Analyze tab. You can no longer select attribute values for displaying sections on the Analyze tab or View tab. Data Analyzer displays the summary section for the first section attribute only.

Figure 11-5. Sectional Report Table Based on Two Attributes

Setting Report Table Layout 103

Figure 11-6 shows an example of a sectional report table where Data Analyzer displays all sections on the Analyze tab:

Displaying Metrics as RowsBy default, all metrics in a report display as columns. If you want to create a report that displays metrics as rows, you can change the table layout. You cannot create a report with metrics as rows and columns.

You can display metrics as rows in tabular, cross tabular, and sectional report tables.

Figure 11-7 shows a tabular report table with metrics as rows:

When you create a report with metrics as rows, you cannot use row banding to make reports easier to read.

Figure 11-6. Report Table with All Sections Displayed on the Analyze Tab

Figure 11-7. Report Table with Metrics as Rows

Data Analyzer displays all attribute values for all section attributes.

Data Analyzer displays Summary section for the first section attribute.

Buttons for navigating to other sections in the report.

104 Chapter 11: Configuring Layout and Setup for a Report

Steps for Setting Report Table LayoutTo set report table layout:

1. Click Create > Report > Layout and Setup > Table Layout.

The Table Layout tab appears.

2. To create a cross tabular report table, drag an attribute from the Row Attribute area to the Column Attribute area.

The selected attribute appears in the Column Attribute area.

You can also drag attributes from the Column Attribute area to the Row Attribute area.

3. To create a report table with metrics as rows, drag a metric to the Row Metric area.

All metrics display in the Row Metric area.

You can also drag the metrics from the Row Metric area to the Column Metric area.

4. To create the report with sections, drag an attribute to the Section Attribute area.

The selected attribute appears in the Section Attribute area.

You can also drag attributes from the Section Attribute area to the Row Attribute or Column Attribute areas.

5. To save the report, click Save.

Section Attribute areaColumn Attribute areaRow Attribute area Row Metric area

Column Metric area

Setting Report Table Layout 105

Setting Report Table FormatsYou can modify the look and feel of a report by setting the following report table formats:

♦ Formats for metrics

♦ Date and time formats

♦ Display settings

♦ Pagination

♦ Fonts

♦ Page setup

Formats for MetricsYou can specify metrics in the report table to display in the numeric, currency, or percentage formats. The format that you set for a metric in a report override the formats set for the metric by the system administrator. The format for metrics applies to custom metrics in the report.

When you create a report chart, you can display these formats in the axes of the chart.

Date and Time FormatsYou can specify date formats for date attributes in a report. You can specify date formats and time formats for timestamp attributes in the report. The Data Analyzer system administrator sets up an attribute as a date or timestamp attribute in the Schema Directory. A timestamp attribute includes separate date and time values.

To specify the date format for a report, select User Locale or select the date format from a list of available date formats. If you select User Locale, Data Analyzer displays the date in the standard date format of your selected language. For example, the date format for the English (United States) user locale is MM/dd/yy. The date format for the French user locale is nn/jj/aa.

If you set a timestamp attribute to a specific date format, you can also set the time format. If you set the attribute to the User Locale date format, Data Analyzer sets the time format to User Locale.

The date format and time format you set for an attribute affects how Data Analyzer displays the attribute in the report. It does not change the value of the attribute in the database. When you use a timestamp attribute in a report, the formatted displayed value may not entirely match the stored value. For example, the system administrator sets up a timestamp attribute called Promo Begin Date. In the database, this attribute stores the date and time with a precision up to seconds, but in a report the time format is HH:mm. In the report table, Data Analyzer displays time only to the minute even though the attribute value is to the second.

Figure 11-8 shows the Promo Begin Date and Time attribute in a report table:

Figure 11-8. Timestamp Attribute in the Report Table

These attribute values appear identical in the table because this report only displays time to the minute. Because they are stored to the second in the database, they are treated as different values.

106 Chapter 11: Configuring Layout and Setup for a Report

Because the display format shows the time only to the minute, it appears that some of the Promo Begin Date and Time values are the same and should have been grouped together. In fact, the stored values are different and therefore the Promo Begin Date and Time values could not be grouped together.

You can also set the date and timestamp formats for your user account. The date and timestamp formats for your user account apply to all reports you use. The date or timestamp format you select for an attribute on the Layout and Setup page overrides the format you select for your user account.

Display SettingsYou can specify display setting for the metrics and attributes in the report. You can also specify display labels for the basic and custom aggregate calculations in the report. The display setting for aggregate groups and rows appear if you have aggregate calculations in the report.

Displaying Undefined ValuesA report might include undefined values. An undefined value is the result of an expression that cannot be calculated. For example, because division by zero is undefined in the field of real numbers, if you have a custom metric expression that results in division by zero, the report table includes undefined values.

You can specify how you want undefined values to display in the report table. By default, Data Analyzer displays “(undefined)” as the display label for undefined values. You can change the value of this display label.

Hiding Metrics and AttributesYou can hide metrics and attributes so that they do not display in the report table. When you hide a metric or attribute, Data Analyzer does not display it in the report table on the Analyze tab. The metric or attribute continues to remain in the report and in the associated SQL queries.

You cannot hide the last row or column attribute in the report table. For example, you have two row attributes and two column attributes in a report. You cannot hide the second row attribute and the second column attribute in the report table. If you hide the first row attribute, and then delete the second row attribute, Data Analyzer displays the first row attribute.

When you hide an attribute, make sure the report continues to display meaningful data. For example, you have a report that displays total sales, city, and state. If you hide the city attribute, the report table might display multiple rows for each state, which can be confusing.

Note: You cannot hide section attributes in the report table.

Use the Revert link on the Analyze tab to display hidden metrics and attributes by reverting to the previously-saved version of the report.

Row NumbersYou can configure a report to display row numbers in the report table. When you display row numbers, Data Analyzer adds Row Numbers column to the report table and numbers each row in the table. The Row Numbers column appears in the report table on both the View and Analyze tab. It also appears in table indicators on the dashboard.

Hiding Report Metadata and Data ActionsYou can configure a report to hide report metadata. You can also hide access to report data actions.

When you display a report on the Analyze tab, Data Analyzer lists report metadata at the top of the report. Report metadata includes filters, indicators, highlighting rules, and alerts. Data Analyzer also displays buttons that allow you to perform report data actions such as creating new filters and charts, adding metrics and attributes, and configuring new indicators and alerts.

Setting Report Table Formats 107

Figure 11-9 displays the report metadata and report data actions areas:

You can configure a report to hide report metadata and report data action areas by default. When you hide these areas, corresponding icons appear in the report. You can use the icons at any time to reveal the areas you want to access. However, each time you refresh the report on the Analyze tab, Data Analyzer hides these areas by default.

Figure 11-10 displays the report metadata and report data actions icons in a report.

Row BandingYou can configure a report to use row banding to make the report table easier to read. Data Analyzer provides default colors and allows you to use custom colors. The color you choose appears as the background color for alternating rows in the table.

Data Analyzer displays row banding in the report table on the View and Analyze tabs, as well as table indicators on the dashboard. It also displays report banding when you print or email the report, and when you export the report to PDF, HTML, or Microsoft Excel.

Use row banding for any report that displays metrics in columns. You cannot use row banding for report tables that display metrics in rows.

Empty Report MessageYou can create a message for Data Analyzer to use when displaying an empty report. When a report returns no data, Data Analyzer displays the following default message:

No report results to be displayed.

You can configure a report to display a custom message when a report returns no data. For example, you might create the following message for an empty Daily Sales report:

There were no sales today.

PaginationYou can specify the number of rows you want to display per page on the Analyze tab and View tab. By default, the maximum number of rows per page is 65. The system administrator can change the maximum number of rows Data Analyzer can display per page by editing the report.maxRowsPerTable property in the DataAnalyzer.properties file. Fonts

You can specify the display font, color, and alignment for the metrics and attributes in the report. You can also specify the font and color for custom metrics, custom attributes, and any other calculation in the report. You can specify the alignment for any calculation, except aggregate calculations.

Figure 11-9. Report Metadata and Report Data Actions on the Analyze Tab

Figure 11-10. Report Metadata and Report Data Action Icons in a Report

Report Metadata Report Data Actions

Report Metadata icon. Click to reveal metadata.

Report Data Actions icon. Click to reveal data actions.

108 Chapter 11: Configuring Layout and Setup for a Report

Page SetupYou can specify the display options for reports in PDF and HTML formats. You can specify display options such as page orientation, layout, and the report information that appears on the top of the page when the report displays in PDF or HTML format.

Steps for Setting Report Table FormatsTo set report table formats:

1. Click Create > Report > Layout and Setup > Formatting.

The Formatting tab appears.

2. Enter the Metrics information:

3. Select the date format for the date attributes in the report.

If the report includes timestamp attributes, select the date format and timestamp format for the timestamp attributes.

Property Description

Type Datatype of the metric value. You can select Numeric, Currency, or Percentage. If you select Percentage, the values display as percentages of the total of all metric values. Default is Numeric.

Currency Symbol Currency symbol for the metric. If you select Currency as the format type, enter a currency symbol for the metric. You can enter special currency symbols.

Currency Prefix Displays currency symbol as prefix or suffix. By default, currency symbols display as prefixes. Clear the check box to display the currency symbols as suffixes.

Scale Scale for the metric value. You can select the scale As Is, In Thousand, or In Millions. “As Is” means that the data displays as it is in the database. Default is As Is.If you select In Thousands or In Millions, Data Analyzer rounds up the values to the nearest thousand or million. For example, if you select In Thousands and the metric value is 61,575, Data Analyzer displays the metric value as 62.If you select In Thousands or In Millions, Data Analyzer displays the scale in the report metadata on the Analyze tab. For more information about report metadata, see “Data Analyzer Reports” on page 4.

Negative Format Format for displaying negative values. You can select the negative format as -1 or (1). Default is -1.

Decimal Places Number of digits to the right of the decimal point. You can select from 0 to 30. Default is 2.

Decimal Symbol Symbol for the decimal point. Default is the period (.) symbol.

Grouping Symbol Symbol for grouping the digits. Default is the comma (,) symbol.

Select timestamp format after selecting the date format.

Setting Report Table Formats 109

4. To configure row numbers for the report table, check Display Row Number.

5. Enter the Display information:

6. Enter the Pagination information:

♦ To specify pagination for Analyze tab, enter a value for the number of rows to display per page in interactive report.

♦ To specify pagination for View tab, enter a value for the number of rows to display per page in formatted report.

Property Description

Display Label Displays the name of the metric or attribute.

Display Null As Displays a label for a null (empty) value. By default, Data Analyzer displays blank (for attributes) and zero (for metrics) as the display labels for null values. If you want to change the display labels, enter the new labels.

Show Undefined As

Displays a label for a undefined value. By default, Data Analyzer displays (undefined) as the display label for undefined values. If you want to change the display label, enter the new label.

Hide Duplicates Hides duplicate attribute values in the report table. This option is not available for metrics.

Hide Hides metrics or attributes in the report table.

Wrap Wraps the characters in a column. If a column in a report has a large number of characters, you can wrap the characters within the column for better readability. By default, Data Analyzer does not wrap numbers.

Width (pixels) Minimum column width in pixels. If a column in a report has a large number of characters, you can modify the column width for better readability. If you do not set a column width, the column is as wide as the largest value for that column.

Label Height (pixels)

Set the height for the row or column label that displays for this metric or attribute when it is displayed in a report.

Column Aggregate Label

Column label for a basic or custom aggregate calculation in the report. If a report has more than one of the same basic aggregate calculation, Data Analyzer displays one common label.

Row Aggregate Label

Row label for a basic or custom aggregate calculation in the report. You can set the row aggregate label for reports with a cross tabular report table.

Subtotal Label Label for the subtotal in a basic or custom aggregate calculation in the report.

Check to display row numbers in the report table.

110 Chapter 11: Configuring Layout and Setup for a Report

7. Enter the Fonts information:

8. To hide report metadata when viewing a report on the Analyze tab, check Hide Report Metadata by Default. To hide data action buttons when the report is viewed on the Analyze tab, check Hide Report Data Actions by Default.

9. To display data in the report with row banding, check Show Row Banding. Select the color you want to use or select Custom and enter a valid HTML hexadecimal color code, such as #FFFFCC.

10. To create a custom message to display when reports return no data, click Display Custom Message and enter the message you want to display.

11. Enter the PDF Display Options information.

12. To save the report, click Save.

Creating a Report Table Sort OrderYou can create a sort order to sort the rows in a tabular report table based on attribute or metric values. You can also create a sort order to sort the columns in a cross tabular report table or the sections in a sectional report table. You can sort the report rows, columns, and sections in ascending or descending order.

You can also create a nested sort order. If you sort report data based on an attribute and if the report contains many rows with the same attribute values, you can sort these rows based on another attribute or metric.

Property Description

Font Style Font style of the metric, attribute, or aggregate calculation. You can choose from the following options:- Regular- Bold- Italic- Bold ItalicFor a metric, the default is Regular. For an attribute, the default is Bold. For an aggregate calculation, the default is Bold. For a metric calculation, the default is Bold Italic.

Text Color Color of the metric or attribute on the report. Default is Black.

Align Alignment of the metric or attribute in the report. Default alignment is Left for row attributes, Center for column attributes, and Right for metrics.You cannot set alignment for aggregate calculations in the reports. Aggregate calculations inherit the alignment that you set for the metric on which the calculation is based.

Creating a Report Table Sort Order 111

Figure 11-11 shows a report table sorted on the category attribute and then the brand attribute:

When creating a nested sort order, you can sort on attributes and metrics in ascending or descending order.

The Data Analyzer system administrator can create a specific sort sequence to display attributes in a report. If the system administrator creates a sort sequence, Data Analyzer sorts the report data based on this sort sequence. If the system administrator does not create a sort sequence, Data Analyzer sorts the report data based on the default sort sequence in the database.

The system administrator can create sort sequences for attributes with character data.

Figure 11-12 shows an example of a sort sequence in ascending order:

If you sort the report data by the day of week attribute in descending order, Data Analyzer displays the rows in the reverse order of the sort sequence.

Figure 11-13 shows an example of a specific sort sequence in descending order:

If the system administrator does not create a sort sequence and if you sort the report data by the day of week attribute in ascending order, Data Analyzer displays the rows in alphabetical order. Similarly, in descending order, Data Analyzer displays the rows from Z to A.

Figure 11-11. Nested Sort Order

Figure 11-12. Specific Sort Sequence in Ascending Order

Figure 11-13. Specific Sort Sequence in Descending Order

Rows are first sorted on these values.

Rows are then sorted on these values.

112 Chapter 11: Configuring Layout and Setup for a Report

Figure 11-14 shows a default sort sequence in ascending order:

In a report with multiple attributes, if one or more attribute has a sort sequence, Data Analyzer sorts all the attributes in the report table by default.

When you sort report data, Data Analyzer treats any null metric value as the smallest value.

In a report with time settings, Data Analyzer uses row totals to sort the rows in the report table. If the report has multiple time settings, Data Analyzer sorts the columns in the first time setting only.

If you have not created a ranking for the report, you can create a sort order for the report table. If you have created a ranking for the report, you cannot create a sort order. If you have created a ranking for the report, the ranking takes precedence over the sort sequence that the system administrator creates.

To create a report table sort order:

1. Click Create > Report > Layout and Setup > Sorting.

If the report has a tabular report table, the Sorting page displays the sort options for the rows in the report.

If the report has a cross tabular report table, the Sorting page displays the sort options for the rows and columns in the report.

If the report has a sectional report table, the Sorting page displays the sort options for the rows, columns, and sections in the report.

2. To sort the sections of a sectional report table, select an attribute for the sorting and select Ascending or Descending as the sort order.

3. To sort the rows, select an attribute or metric in the first Sort By list.

4. Select Ascending or Descending as the sort order.

5. To create a nested sort order, repeat steps 3 to 4.

You can create two levels of nested sorting.

6. To sort a cross tabular report table, select an attribute for the sorting and select Ascending or Descending as the sort order.

Note: In a cross tabular report table, Data Analyzer uses row totals to sort the rows in the table.

7. To save the report, click Save.

Creating an Analytic WorkflowAn analytic workflow is a list of reports linked together in a hierarchy. The first report in the hierarchy is the primary report, which contains data you want to analyze to answer business questions. The workflow reports are the other reports in the hierarchy.

The primary report in an analytic workflow can be an on-demand report or a cached report. The workflow reports are always on-demand reports.

Figure 11-14. Default Sort Sequence in Ascending Order

Creating an Analytic Workflow 113

The workflow reports do not appear in the Public Folders or your Personal Folder. You cannot add these reports to your personal dashboard. To add a workflow report to your personal dashboard or to display it in the content folders, you must save the report as a standalone report.

Analytic workflows can provide additional data to help answer related business questions. For example, you have a report Total Quantity by Category that lists dollar values of total quantity ordered for each product category. This report has two analytic workflows: Quantity Ordered by Group and Revenue by Sales Region. The Quantity Ordered by Group report links to the Orders Received by Customers report. The Revenue by Sales Region report links to the Customers by Region report, which also links to the Customer Details report. Each of these reports provide additional information about the sales and customers of your organization.

Figure 11-15 shows a diagram of an analytic workflow:

Workflow reports inherit metric and attribute filters from the previous report in the workflow. In the above example, if the Total Quantity by Category report has a filter on the Category attribute and the Revenue by Sales Region has a filter on the Revenue metric, the Customers by Region and Customer Detail reports inherit both these filters.

If you jump to a different branch in the workflow, Data Analyzer carries forward only those filters that were created in the parent report common to the two branches.

On the Analyze tab, the Workflows tab displays the analytic workflows associated with a report.

Figure 11-16 shows the analytic workflows associated with a report:

You create an analytic workflow by adding nodes for the workflow reports. After you add a node, you can perform one of the following tasks to populate the node:

♦ Create the workflow report to display the attributes, metrics, and filters. When you create a workflow report, you can add attributes and metrics that are not part of the primary report. You can also select a different layout and format for the report.

♦ Use an existing report as a workflow report. Use any available on-demand report in the content folders as a workflow report.

Figure 11-15. Diagram of an Analytic Workflow

Figure 11-16. Analytic Workflows Associated with a Report

Total Quantity by Category

Revenue by Sales Region

Quantity Ordered by Group

Customers by Region Customer Details

Orders Received by Customers

Analytic workflows associated with report

114 Chapter 11: Configuring Layout and Setup for a Report

To create an analytic workflow:

1. Click Create > Report > Layout and Setup > Workflows.

The Workflows tab appears.

2. Click the Add Workflow Node button.

Data Analyzer adds a new node to the analytic workflow. By default, the workflow report in the analytic workflow is called New Node 1.

Data Analyzer displays an empty workflow under the current workflow.

3. Create the workflow by adding, inserting, and deleting nodes.

To delete a node, click the Delete Workflow Node button.

To insert a node, click the Insert Workflow Node button.

Add Workflow Node button

Insert Workflow Node button

Delete Workflow Node button

Creating an Analytic Workflow 115

4. Rename the reports in the analytic workflow.

5. For each report in the analytic workflow, click Create Report to create the report.

Data Analyzer displays the Create Report Wizard in the workflow mode.

Create the report.

-or-

To use an existing report as the workflow report, click Use an Existing Report.

Data Analyzer displays the available reports in the content folders. Add the report.

6. To save the report, click Save.

When you save the report, select Retain Analytic Workflows to save the analytic workflow with the report.

Creating a Workflow ReportWhen you create a workflow report, Data Analyzer displays the Create Report Wizard in workflow mode. In the workflow mode, the Create tab displays steps 1 to 4 of the Create Report Wizard. You cannot publish a workflow report.

Figure 11-17 shows the Create Report Wizard in workflow mode:

In workflow mode, the Create Report Wizard displays the name of the primary report and the current workflow. Data Analyzer highlights the current workflow report. In workflow mode, you cannot reset a report.

To create a workflow report:

1. Click Select Metrics to add metrics to the report.

2. Click Select Attributes to add attributes to the report.

3. Click Select Time, Filters, and Rankings to set time, filters, and ranking criteria in the report.

4. Click Layout and Setup to modify the layout and setup of the report.

5. To set the properties of the workflow report, click Layout and Setup > Workflows.

Figure 11-17. Create Report Wizard in Workflow Mode

Workflow for the report. Data Analyzer highlights the current workflow report.

116 Chapter 11: Configuring Layout and Setup for a Report

Table 11-1 lists the workflow report properties you can enter:

6. Click Display on Analyze to display the report on the Analyze tab.

7. Click View SQL to view the SQL query for the report.

To return to the primary report on the Create Report Wizard, click Return to Primary Report Wizard.

8. After you create the workflow report, click Return to Workflow to return to the Workflows tab.

9. To save the new workflow report, save the primary report.

To make any changes to the workflow report, click Edit Report.

Using an Existing Report as a Workflow ReportWhen you add an existing report to a workflow, Data Analyzer displays the content folders in workflow mode.

Figure 11-18 shows the content folders in workflow mode:

Data Analyzer displays the name of the primary report and a shortcut to the Create Report Wizard in normal mode. Data Analyzer also displays the current workflow and highlights the current workflow report. In workflow mode, you cannot reset a report.

Table 11-1. Workflow Report Properties

Property Description

Comments Comments about the report. When a user views the workflow, Data Analyzer displays up to 1000 characters of the comments on the Analyze tab.

Description Description for the report. Use the description to provide instructions to users about the report. For example, you can add information about the attribute that links the report to the previous report in the workflow.

Keywords Keywords associated with the report.

Apply Ranking Filters from Previous Reports

Click to apply rankings from the previous report in the analytic workflow to the current report.

Figure 11-18. Content Folders in Workflow Mode

Workflow for the report. Data Analyzer highlights the current workflow report.

Content folders

Creating an Analytic Workflow 117

To use an existing report as a workflow report:

1. Navigate to the folder from where you want to add the report.

-or-

Create a query to search for the report.

2. Click the report name, and click Add.

Data Analyzer adds the report to the workflow and displays the Workflows tab.

3. To display the Create Report Wizard in workflow mode, click Return to Report Wizard.

You can create the workflow report on the Create Report Wizard in workflow mode.

4. To set the properties of the workflow report, click the Edit Report button for the report. Click Layout and Setup > Workflows.

Enter information about the workflow report.

5. After you create the workflow report, click Return to Workflow to return to the Workflows tab.

6. To save the report as part of the workflow, save the primary report.

To make any changes to the workflow report, click Edit Report.

Creating Report LinksA report link is a conditional link from a metric or attribute in a report to other reports in an analytic workflow. When creating a report link, you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays.

Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard. Each time Data Analyzer runs a report, it evaluates report data and re-establishes report links.

You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. For example, in the workflow described on Figure 11-15 on page 114, you can create a report link in the Quantity by Category report that links to the Quantity Ordered by Group report or to the Orders Received by Customers report. However, you cannot create a report link in the Orders Received by Customers report that links to a parent report or to a report in the other workflow branch.

Use report links to view workflow reports with an additional attribute filter. When you use a report link to access a workflow report, Data Analyzer displays the workflow report with the associated attributes as a filter.

For example, the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. The following condition enables the link:

GreaterThan({Revenue}, 1000.00)

118 Chapter 11: Configuring Layout and Setup for a Report

Figure 11-19 displays report links in the report table:

When you click the 1,054.88 hyperlink, Data Analyzer displays the Revenue Breakdown report using the related attributes, Books and Atlas Shrugged, in an attribute filter.

Figure 11-20 displays the workflow report table accessed with the hyperlink:

Use the “Back to <Workflow Report> (workflow)” link below the workflow report table to return to the original report.

A report link hyperlink allows you to jump to one location. When you configure more than one report link to display on the same metric or attribute, Data Analyzer evaluates report links in the order they are listed on the Report Links tab of the Layout and Setup page of the report. Data Analyzer enables the first report link with a true condition. To avoid confusion, configure each report link to display on a different metric or attribute.

Reports with CLOB DataData Analyzer does not include CLOB values in attribute filters for workflow reports, including those used with report links. When you click a report links hyperlink in a report containing CLOB data, Data Analyzer does not include CLOB data in the attribute filter used to display the workflow report.

Figure 11-19. Report Links on the Analyze Tab

Figure 11-20. Report Link Display of Workflow Report Table

Click hyperlink to access workflow report configured for the report link.

Click to return to original report.

Creating Report Links 119

Adding a Report LinkWhen you add a report link, use the Report Links tab to enter the following information:

♦ Metric or attribute. The metric or attribute that displays the link in the report.

♦ Workflow report. The analytic workflow report you want Data Analyzer to display when the link is enabled.

♦ Report link rule. Condition enabling the link.

For example, to create a report link to highlight sales in New York, you might use the following condition to link to a Regional Sales workflow report:

Store State Equals({Store State}, “New York”)

When Data Analyzer displays the report, it creates links in the Store State column for all sales in New York.

Figure 11-21 displays the Add Report Links area of the Report Links tab:

You can use report links to link a report to any subsequent report in the same branch of the analytic workflow. You can create report links for any metric or attribute in the report.

To add a report link:

1. Edit the report you want to use.

To add report links to a workflow report, edit the primary report. Click Layout and Setup > Workflows. To edit a workflow report, click Edit Report.

2. Click Layout and Setup > Report Links.

3. In the Add Report Links area, select a metric or attribute from the list.

Data Analyzer displays available metrics and attributes.

4. Select a workflow report.

Data Analyzer displays subsequent reports in the same branch of the workflow.

5. In the Rule area, enter a condition and click Validate.

To use an operator or function, select it from the list and click Add. You can use the Category list to shorten the available list.

Data Analyzer displays available metrics and attributes in the report. To use a metric or attribute, select it and click Add.

Figure 11-21. Configuring Report Links

Metric or attribute in the report to display the report link.

Workflow report displayed when you click the report link.

Condition that enables the report link.

120 Chapter 11: Configuring Layout and Setup for a Report

To add specific attribute values, select the attribute and click Add Attribute Values. Select the attributes you want to add and click Add. Shift-click to select a range of values. Ctrl-click to select non-contiguous values.

6. To create a report link, click Add.

The new report link appears in the Report Links area.

To create another report link, repeat steps 3 to 6.

7. Save the report.

Editing a Report LinkYou can edit, delete, and change the order of report links in a report. Data Analyzer evaluates report links in the order they appear. When you have more than one report link configured for a metric or attribute, configure the order of priority in the report.

To edit report links:

1. Edit the report and click Layout and Setup > Report Links.

2. Use the arrows to change the order of the report links.

3. Use the Delete button to delete a report link.

4. Save the report.

Creating Report Links 121

122 Chapter 11: Configuring Layout and Setup for a Report

C H A P T E R 1 2

Publishing a Report or Dashboard

This chapter includes the following topics:

♦ Overview, 123

♦ Defining Report Properties, 123

♦ Defining Dashboard Properties, 125

♦ Setting Permissions on a Report or Dashboard, 126

♦ Subscribing Users to a Report or Dashboard, 128

♦ Broadcasting a Report or Dashboard, 130

♦ Archiving a Report or Dashboard, 138

OverviewAfter you define the contents and visual display of a cached report, on-demand report, or public dashboard, you can publish the report or dashboard by performing the following tasks:

♦ Define properties

♦ Set permissions

♦ Subscribe groups or users to the report or dashboard

♦ Broadcast the report or dashboard

♦ Archive the report or dashboard

♦ Add the report to a composite report

When you publish a report, you can also define an Excel template for the report.

When you publish a dashboard, you can also set up PDF and HTML display options on the Formatting tab.

Defining Report PropertiesYou can define report properties from the Publish page of the Create Report Wizard. For example, you can define when the report gets updated, enter comments, descriptions, and keywords, and specify the folder in which to save the report. For information about adding individual reports to a composite report, see “Working with Composite Reports” on page 141.

123

Applying Security to a ReportFor every cached or on-demand report, Data Analyzer keeps a security profile for each user who subscribes to the report. A security profile consists of access permissions and data restrictions. The access permissions in the security profile include permissions to the metrics and attributes that are included in the report. The data restrictions allow system administrators to restrict access to certain attribute values. When you create a report, Data Analyzer adds any data restrictions to the SQL query for the report.

When you run, broadcast, or archive a cached report, Data Analyzer displays results according to the security setting you apply to the report. You can apply the following types of security settings to a cached report:

♦ User-based security

♦ Provider-based security

Data Analyzer caches different versions of the report, each based on unique security profiles of the users that subscribe to the report. For composite reports, Data Analyzer applies security profiles when you run the composite report. As a result, cached reports are always treated as on-demand reports.

Note: For on-demand reports, Data Analyzer applies the security profile of the user who is accessing the report.

User-Based SecurityWhen you use user-based security, Data Analyzer applies the security profile of the user who accesses the report. Data Analyzer displays the attributes and metrics for which the user has read permission.

Provider-Based SecurityWhen you use provider-based security, Data Analyzer always applies the security profile of the report owner. However, if the user accessing the report does not have read permission for an attribute or metric in the report, the user cannot access the report.

Steps for Defining Report PropertiesTo define report properties:

1. Click Create > Report > Publish > Properties.

2. Click More Options to show all options for the report.

The Properties tab appears.

3. Enter report properties.

Table 12-1 describes the properties you can define:

Table 12-1. Report Properties

Property Description

Report Update Setting

Update setting for the report. Choose on-demand if you want to run the report manually. Choose cached if you want to run the report on a schedule.Default is on-demand.

Apply User-Based Security/Apply Provider-Based Security

Security profile that Data Analyzer applies to the report. This property is available for cached reports only. Data Analyzer applies user-based security to on-demand reports.Choose User-Based Security to apply the user’s security profile when Data Analyzer runs the report. Choose Provider-Based Security if you want Data Analyzer to display data according to the security settings of the report owner. Default is User-Based Security.

Save this report into the following folder

Folder where you save the report. Click Select Folder to choose another folder.Default is Public Folders.

Comments Comments associated with the report. Maximum length is 65,535 characters.

124 Chapter 12: Publishing a Report or Dashboard

4. To save the report, click Save.

Data Analyzer saves the report properties you defined. On the Create Report Wizard, Data Analyzer displays the folder name where you saved the report and the schedule for the report.

Defining Dashboard PropertiesYou can define properties of a public dashboard from the Publish page of the Create Dashboard Wizard. You can add comments, description, and keywords for the dashboard. You can add comments about the dashboard as personal notes to yourself or another person who edits the dashboard. You can also save the dashboard to a specific folder.

To define dashboard properties:

1. On the Create Dashboard Wizard, click Publish > Properties.

Data Analyzer opens the Properties tab.

2. Click Select Folder and select the folder where you want to save the dashboard.

Note: You can select the folder only when you create a dashboard. You cannot change the folder when you edit an existing dashboard. To change the folder, move or copy the dashboard on the Find tab.

3. Enter dashboard properties.

Table 12-2 describes the dashboard properties you can define:

Description Description for the report. The description displays in the Public Folders or your Personal Folder. You can search for a report based on the description associated with the report. Maximum length is 255 characters.

Keywords Keywords associated with the report. You can search for a report based on the keywords associated with the report. By default, this field contains the metrics and attributes of the report enclosed in square brackets ([]). You can add other keywords that might be more meaningful to the users of the report. Use commas to separate keywords. You do not have to enclose the keywords in square brackets. Maximum length is 255 characters.

Category Category you want to associate with the report.

Department Department you want to associate with the report.

Query Governing Time limit on each query for the report, the time limit for processing the report, and the maximum number of rows returned.If you select Use Default Value, Data Analyzer uses the query governing setting for the user who is running the report. If the user does not have query governing settings, Data Analyzer uses the query governing setting for the user’s group. If the group does not have query governing settings, Data Analyzer uses the system query governing settings.

Table 12-2. Dashboard Properties

Property Description

Comments Comments associated with the dashboard. Maximum length is 65,535 characters.

Table 12-1. Report Properties

Property Description

Defining Dashboard Properties 125

4. To save the dashboard, click Save.

Data Analyzer saves the dashboard properties you defined. In the Subscriptions menu on the View tab, Data Analyzer displays the folder name where you saved the dashboard.

Setting Permissions on a Report or DashboardYou can set permissions to determine the users and groups who can access a reports (including composite reports) or dashboards.

You can assign the following types of access permissions to reports and dashboards:

♦ Read. Allows you to view a report or dashboard.

♦ Write. Allows you to edit a report or dashboard.

♦ Delete. Allows you to delete a report or dashboard.

♦ Change permission. Allows you to change the access permissions on a report or dashboard.

By default, Data Analyzer grants Read permission to every user in the repository. Use the General Permissions area to modify default access permissions.

Use the following methods to set access permissions:

♦ Inclusive. Permit access to the users and groups that you select. You can also permit additional access permissions to selected users and groups.

♦ Exclusive. Restrict access from the users and groups that you select. You can completely restrict the selected users and groups or restrict them to fewer access permissions.

To grant more extensive access to a user or group, use inclusive access permissions. For example, to allow the Analysts group to view a report, grant them the inclusive read access permission.

To restrict the access of specific users or groups, use exclusive access permissions. For example, to restrict the Vendors group from reading reports that all other users are allowed to view, use the exclude the Vendors group from the read access on those reports.

Use inclusive, exclusive, and default access permissions together to create comprehensive access permissions for a report or dashboard.

Setting access permissions for a composite report determines whether the composite report is visible but does not affect the existing security of subreports. Users or groups must also have permissions to view individual subreports. Therefore, a composite report might contain some subreports that do not display for all users.

To grant access permissions to users, search for the user name, then set the access permissions for the user you select.

Note: If you have reports and shared documents that you do not want to share, save them to your Personal Folder or your personal dashboard.

Description Description for the dashboard. The description displays in the Public Folders or your Personal Folder. You can search for a dashboard based on the description associated with the dashboard. Maximum length is 255 characters.

Keywords Keywords associated with the dashboard. You can search for a dashboard based on the keywords associated with the dashboard. By default, this field contains the metrics and attributes of the dashboard enclosed in square brackets ([ ]). You can add other keywords, separating each keyword with a comma. You do not have to enclose the keywords in square brackets. Maximum length is 255 characters.

Table 12-2. Dashboard Properties

Property Description

126 Chapter 12: Publishing a Report or Dashboard

To set report or dashboard permissions:

1. Navigate to the report or dashboard you want to modify, and click the Permissions button ( ) or the Permissions tab for the report or dashboard.

-or-

To set permissions on a new report, click Create > Report > Publish > Permissions.

To set permissions on a new composite report, click Create > Composite Report > Publish > Permissions.

To set permissions on a new dashboard, click Create > Dashboard > Publish > Permissions.

The Access Permissions page appears.

2. From the General Permissions area, click No to prevent all repository users from receiving default access permissions.

Click Yes to allow all users to receive the default access permissions you select.

If you click Yes, set the default access permissions.

3. Click Make a Selection to search for a group or user.

4. Refine your selection by choosing the search criteria for the group or user.

You can select groups or users by criteria such as name or department.

The Query Results field displays groups or users that match the search criteria.

Note: Permissions set on composite reports do not affect permissions on the subreports. Only those subreports where a user or group has access permissions display in a composite report.

5. Select the group or user in the Query Results field.

6. Select the access permissions you want to include or exclude.

7. Click Include to include the user or group in the access permissions you select.

-or-

Click Exclude to exclude the user or group from the access permissions you select.

Data Analyzer displays a minus sign (-) next to users or groups you exclude.

Select Yes to set default access permissions.

Lists all the groups and users to be included or excluded from the object.

Set access permissions for the folder and subfolders.

Setting Permissions on a Report or Dashboard 127

The Access Permissions page appears.

8. Click OK to save the access permissions settings.

Subscribing Users to a Report or DashboardUsers can subscribe to reports or dashboards in one of the following ways:

♦ Manual subscription. The report or dashboard owner manually subscribes users to a dashboard or a cached, on-demand, or real-time report by adding the user names to a subscribers list on the Subscription tab. You can also manually subscribe to a report or dashboard from the View tab or Find tab.

♦ Automatic subscription. Data Analyzer subscribes a user to a cached report or dashboard when the user creates, updates, or views the report or dashboard. The subscriber list does not display users who are subscribed to the report or dashboard.

On the Find tab, you can search for reports or dashboards to which you subscribe and for reports to which other users subscribe. When you search for reports or dashboards by subscriber, Data Analyzer searches for the reports or dashboards by subscribers who are manually subscribed to the report.

When a report or dashboard owner manually subscribes a user to a report or dashboard, the user can access the report or dashboard from the subscriber list on the View tab.

If you are not the owner of a report or dashboard, you can subscribe to the report or dashboard from the View tab or Find tab.

If you manually or automatically subscribe to a report, you can receive public data alerts on the report. Data Analyzer sends you an alert notification when a metric value in the report reaches a threshold.

Subscribing Users to a Cached ReportWhen you subscribe a user to a cached report, Data Analyzer prepares a cache for the user. If a user does not access the report within a certain time period, Data Analyzer deletes the cache. Data Analyzer creates the cache again when the user accesses the report.

Data Analyzer does not create a cache for every user who subscribes to the report. Users with the same security profile share a cache. If a user with a unique security profile subscribes to the report, Data Analyzer creates a separate cache for the user.

Red text and a minus sign indicate that the user Hansen is not permitted to read the Sales folder.

Everyone has Read permission on the Sales folder, unless restricted below.

Corporate Sales group granted additional write permission.

128 Chapter 12: Publishing a Report or Dashboard

By default, Data Analyzer keeps each cache for seven days. The system administrator can change the time period that Data Analyzer keeps each cache by editing the Cache.Report.Subscription.NoOfDaysToExpire property in the DataAnalyzer.properties file.

Unsubscribing to a Cached ReportThe report owner can unsubscribe users who are manually subscribed to the report. If a user with automatic subscription does not access the report for a period of time, Data Analyzer unsubscribes the user. The Cache.Report.Subscription.NoOfDaysToExpire property in the DataAnalyzer.properties file specifies the time period that Data Analyzer keeps subscribed users.

Data Analyzer does not remove users who are manually subscribed to the report.

Manually Subscribing Users to a Report or DashboardWhen you create a report or dashboard, you can manually subscribe users to the report or dashboard. You can manually subscribe users to a composite report in the same way.

To manually subscribe users to a report or dashboard:

1. To subscribe users to a report, click Create > Report > Publish > Subscriptions.

-or-

To subscribe users to a composite report, click Create > Composite Report > Publish > Subscriptions.

-or-

To subscribe users to a dashboard, click Create > Dashboard > Publish > Subscriptions.

The Subscriptions tab appears.

2. To select users, click the user name you want to subscribe, and click Subscribe.

-or-

To select all user names, click Subscribe All.

Data Analyzer displays the selected names under Current Subscribers.

3. To remove a subscriber, under Current Subscribers, click the subscriber name, and click the Delete button.

4. To save the report or dashboard, click Save.

Data Analyzer saves the report or dashboard. Data Analyzer displays the names of users and groups who subscribe to a report in the Find tab and the Create Report Wizard. Data Analyzer displays the names of users and groups who subscribe to a dashboard in the Find tab.

Manually Subscribing to an Item from the View Tab or Find TabIf you are not the owner of a report or dashboard, you can subscribe to the report or dashboard from the View tab or Find tab. When you subscribe to a report or dashboard, Data Analyzer adds the item to your list of subscriptions.

Manually Subscribing from the View TabWhen you view a report or dashboard on the View tab, you can add the report or dashboard to your list of subscriptions.

To manually subscribe to an item from the View tab:

Click View > Subscribe to This Item.

Data Analyzer subscribes you to the report or dashboard.

Note: This option is not available for composite reports. Use the Find tab to subscribe to a composite report.

Subscribing Users to a Report or Dashboard 129

Manually Subscribing from the Find TabWhen working with content folders on the Find tab, you can add a report or dashboard to your list of subscriptions.

To manually subscribe to an item from the Find tab:

1. Click the Find tab.

2. Navigate to the folder that contains the item you want to subscribe to.

3. Click the report or dashboard name.

4. Click Subscribe.

The Subscribe to This Item window appears.

5. Select the folder where you want to add the subscription.

Optionally, you can create a new folder or rename an existing folder.

6. Click OK.

Data Analyzer subscribes you to the report or dashboard.

Managing SubscriptionsWhen you manually subscribe to a report or dashboard or when the report or dashboard owner manually subscribes you, Data Analyzer adds the report or dashboard to your subscription list. Data Analyzer organizes your subscriptions in the Subscriptions folder. On the View tab, you can create additional folders under the Subscriptions folder. Except for the Subscriptions folder, you can rename any folder.

You can also move and remove items from folders in your subscription list. When you remove a folder from your subscription list, Data Analyzer unsubscribes you from any reports or dashboards in that folder.

To manage subscriptions:

1. Click View > Manage Subscriptions.

The Manage Subscriptions window appears.

2. To create a folder, navigate to the folder where you want to create the folder. Click Create Folder. Add a name for the folder and, optionally, add a description. Click OK.

3. To rename a folder, navigate to the folder you want to rename. Click Rename Folder. Modify the name for the folder and, optionally, modify the description. Click OK.

4. To move an item, click the item name, and click Move to Folder. Select the folder where you want to move the item. Click OK.

5. To remove an item, click the item name, and click Remove.

If you remove a folder, Data Analyzer displays a message asking you to confirm. Click OK.

6. Click Close.

Data Analyzer updates your list of subscriptions.

Broadcasting a Report or DashboardYou can broadcast a report or dashboard to multiple users so they can access the new or updated items at the same time. You can broadcast on-demand reports, cached reports, composite reports, and public dashboards.

Data Analyzer broadcasts a report or dashboard based on broadcasting rules. You can create broadcasting rules for reports on the Publish page of the Create Report Wizard or the Create Composite Reports Wizard. You can

130 Chapter 12: Publishing a Report or Dashboard

create broadcasting rules for dashboards on the Publish page of the Create Dashboard Wizard. Data Analyzer saves broadcasting rules in the repository. You can add a saved broadcasting rule to a report or dashboard.

Figure 12-1 shows broadcasting rules for a report:

Note: You can use broadcasting rules created by you or any other user. If you use a broadcasting rule created by another user, open the rule to verify that the broadcasting schedule and recipients apply to your needs.

The following components define a broadcasting rule:

♦ State

♦ Type

♦ Format

♦ Schedule

State of a Broadcasting RuleYou can set the state of a broadcasting rule as active or inactive. An active broadcasting rule broadcasts the report or dashboard according to the selected schedule. An inactive broadcasting rule is stored in the repository, but does not broadcast the report or dashboard. You can change an inactive broadcasting rule to an active broadcasting rule or an active broadcasting rule to an inactive broadcasting rule.

You can activate multiple broadcasting rules for a report or dashboard. Multiple broadcasting rules enable you to broadcast a report or dashboard to different sets of recipients on different schedules. You can also change the format in which the different sets of recipients get the report or dashboard.

Broadcast TypesYou can broadcast a report or dashboard in the following ways:

♦ Email the report or dashboard

♦ Save the report or dashboard to a network drive

EmailingWhen you broadcast a report or dashboard, Data Analyzer emails it to a set of recipients. You can include a message to the recipients as the text of the email.

Data Analyzer displays your user name as the sender name of the broadcast email. Data Analyzer uses your reply-to email address as the From address for the broadcast email. If you do not have a reply-to email address,

Figure 12-1. Broadcasting Rules on the Broadcasting Tab

You can use a previously saved broadcasting rule for the report.

You can create a broadcasting rule for the report.

Broadcasting a Report or Dashboard 131

Data Analyzer uses your email address as the From address. You can add an email address or a reply-to email address on the Web Settings page of the Manage Account tab.

Saving to a Network DriveYou can save a cached report with provider-based security or a dashboard to a folder on a network drive where the recipients can access it. When you broadcast a report or dashboard to a network drive, Data Analyzer overwrites the previous version of that item. With each broadcast, the users get an updated version of the item.

The folder where you save the report or dashboard must be on a machine that is on the same network as the Data Analyzer server. The Data Analyzer server machine must have write permission on this folder. Make sure you enter the correct path and folder name. Recipients with or without Data Analyzer user accounts can access the report from this folder.

Broadcasting a report or dashboard to a network drive is different than archiving a report or dashboard. When you broadcast an item to a network drive, the network drive always contains a single, updated version of the item. When you archive an item on a network drive, Data Analyzer saves a new copy of the item with a date and timestamp.

Broadcast FormatsTable 12-3 describes the formats in which you can broadcast reports and dashboards:

Table 12-3. Broadcast Formats

Format Type Availability Description

PDF file ReportsComposite ReportsDashboards

Data Analyzer uses the page layout settings you specified while creating the report or dashboard. In the PDF file, Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. You cannot change these layout settings when you broadcast the report or dashboard.

Excel file ReportsComposite Reports

You can select one of the following format options:- Retain DA Formatting. The Excel file displays the report in the Data

Analyzer format that you see on the Analyze tab.- Excel template associated with the report. The Excel file displays the

report in the format specified in the Excel template.If the report does not have an associated Excel template, you can only select the Retain DA Formatting option.If you create a broadcasting rule based on an Excel template, other reports cannot use this broadcasting rule. If you delete the template, Data Analyzer broadcasts the report in Data Analyzer format and allows other reports to use this broadcasting rule.For a composite report, the Excel file always displays the report in the Data Analyzer format you see on the View tab.

HTML file ReportsComposite ReportsDashboards

Data Analyzer uses the page layout settings you specified while creating the report or dashboard. In the HTML file, Data Analyzer displays the report or dashboard details you specified while setting up the page layout. You cannot change these layout settings when you broadcast the report or dashboard.When you broadcast a report or dashboard as an HTML file, Data Analyzer broadcasts the report or dashboard to a zip file. The zip files contains the HTML file and a folder for any associated images. For a dashboard, the images folder contains the image files for indicators. For a report, the images folder contains the image files for the report chart, header and footer, and highlighting.

CSV file Reports You can broadcast the report as a CSV file.

URL link ReportsComposite Reports

You can broadcast only the URL link to the report. Data Analyzer does not broadcast the report as an email attachment.

132 Chapter 12: Publishing a Report or Dashboard

Scheduling BroadcastsWhen you create a broadcasting rule, you specify a schedule for the broadcast. Based on the schedule, Data Analyzer broadcasts the report or dashboard to all the selected recipients.

For cached reports, you can select the report schedule as the schedule for the broadcasting rule or choose from a list of predefined schedules. Data Analyzer creates a list of predefined schedules that run less frequently than the report schedule. You cannot broadcast a report more frequently than its update schedule.

For on-demand reports and dashboards, you can select a schedule from any of the predefined schedules.

Broadcasting a ReportWhen Data Analyzer broadcasts a report, it emails the report in the selected format to the selected recipients. The email contains the report as an attachment and a URL link to the report. When a recipient clicks this link, the report displays on the Analyze tab or View tab. You can select the tab on which you want Data Analyzer to display the report.

When you create a broadcasting rule for a report, you select the broadcast recipients and format based on the type of report:

♦ On-demand

♦ Cached

Broadcasting Rules for On-Demand ReportsData Analyzer runs the report before broadcasting it. You can broadcast an on-demand report to users with Data Analyzer accounts. You can also broadcast the report to Data Analyzer groups.

For an on-demand report with prompts, you can broadcast the URL link only.

Broadcasting Rules for Cached ReportsData Analyzer broadcasts the report based on cached data from the last scheduled run of the report. Depending on the security settings of a cached report, you can broadcast it to users with or without Data Analyzer accounts:

♦ User-based security. If the report has user-based security, you can broadcast the report to users with Data Analyzer accounts. You can also broadcast the report to Data Analyzer groups.

To broadcast a report, ensure that the recipients subscribe to the report. You cannot broadcast a report with user-based security to recipients who do not subscribe to it. You can unsubscribe the recipients who do not want to receive the broadcasted report.

♦ Provider-based security. If the report has provider-based security, you can send it to users with Data Analyzer accounts and any other users. To send a report to a user without a Data Analyzer account, you need an email address for the user. However, to log in to Data Analyzer, external users must have a user name and password, and internet access to the Data Analyzer server.

You can also save a cached report with provider-based security report as a PDF, Excel, HTML, or CSV file to a folder on a network drive where the users can access it. The Data Analyzer server machine must have write permission on this folder. For more information, contact the Data Analyzer system administrator.

Table 12-4 summarizes the broadcast content and recipient options for different types of reports:

Table 12-4. Broadcast Options for Different Types of Reports

Type of Report Broadcast Content Broadcast Recipients

On-demand (with prompts) URL link to report Data Analyzer usersData Analyzer groups

Broadcasting a Report or Dashboard 133

Broadcast Options for Composite ReportsA composite report can contain reports with both user-based security and provider-based security. Therefore, when you create a broadcast rule for a composite report, all the content and recipient options are available. When Data Analyzer creates the composite report at broadcast time, the name of subreports the recipient does not have permission to view appear in the composite report with a message that access is denied.

Creating a Broadcasting Rule for a Report

To create a broadcasting rule for a report:

1. Click Create > Report > Publish > Broadcasting.

-or-

Click Create > Composite Report > Publish > Broadcasting.

The Broadcasting tab appears.

Note: For on-demand reports, the Broadcasting tab does not display the text boxes to enter recipients without Data Analyzer accounts and a destination network drive. For more information, see “Broadcasting Rules for On-Demand Reports” on page 133.

2. Enter a name for the broadcasting rule.

3. Select one of the following formats for the broadcast: PDF, Excel, HTML, CSV, or Link.

If you select Excel and the report has an associated Excel template, you can select one of the following options:

♦ Retain DA Formatting. The broadcasted Excel file displays the report in the same format that you see on the Analyze tab.

♦ Excel template associated with the report. The broadcasted Excel file displays the report in the format specified in the Excel template. If you choose to use an Excel template, other reports cannot use this broadcasting rule.

For a composite report, the Excel file always displays the report in the Data Analyzer format you see on the View tab.

Note: If the report does not have an associated Excel template, you can only select the Retain DA Formatting option.

4. To select recipients with Data Analyzer user accounts, click Recipients.

5. For a cached report with provider-based security, enter the email address of the recipients without Data Analyzer user accounts.

You can enter multiple email addresses separated by commas or semi-colons.

6. For a cached report with provider-based security, enter the complete path of a destination folder where Data Analyzer can save the report.

7. Select a schedule for broadcasting the report.

8. Enter the email message you want to include with the report.

On-demand (without prompts)Cached (user-based security)

URL link to reportCopy of report in selected format

Data Analyzer usersData Analyzer groups

Cached (provider-based security)Composite report

URL link to reportCopy of report in selected formatCopy of report in selected format saved on a network drive

Data Analyzer usersData Analyzer groupsUsers without Data Analyzer accounts

Table 12-4. Broadcast Options for Different Types of Reports

Type of Report Broadcast Content Broadcast Recipients

134 Chapter 12: Publishing a Report or Dashboard

9. Click Create Rule.

The rule appears in the Broadcasting Rules task area on the Broadcasting tab. Data Analyzer activates the rule.

10. To save the report, click Save.

Data Analyzer saves the report. On the Create Report Wizard, Data Analyzer displays the broadcasting status as active.

Editing a Broadcasting Rule for a ReportYou can edit the name, broadcast content, recipients, and destination folder for a broadcasting rule. You can add recipients to the rule or remove recipients from the rule. You can also activate or deactivate a broadcasting rule for a report. When you edit a broadcasting rule, you can also change the rule name and save it as a new rule.

When you edit a broadcasting rule, the changes apply to other reports or dashboards that use the broadcasting rule.

To edit a broadcasting rule for a report:

1. On the Create Report Wizard or Create Composite Report Wizard, click Publish > Broadcasting.

The Broadcasting tab appears.

2. To activate a deactivated broadcasting rule, in the Broadcasting Rules task area, select the check box for the rule. To deactivate an active broadcasting rule, in the Broadcasting Rules task area, clear the check box for the rule.

Note: To save these changes, you must save the report.

3. To edit any other aspect of the broadcasting rule, in the Broadcasting Rules task area, click the Edit button for the broadcasting rule you want to edit.

The broadcasting rule displays in the Edit Broadcasting Rule task area.

4. Make the necessary changes.

To remove a recipient, click the recipient, and click the Delete button.

5. Click Save Changes to save the changes to the rule.

-or-

If you changed the rule name, click Save as New Rule to save the rule as a new rule. Data Analyzer displays the new rule in the Broadcasting Rules task area.

Deleting a Broadcasting Rule for a Report

To delete a broadcasting rule for a report:

1. On the Create Report Wizard or Create Composite Report Wizard, click Publish > Broadcasting.

The Broadcasting tab appears.

2. In the Broadcasting Rules task area, click the Edit button for the broadcasting rule you want to delete.

The broadcasting rule appears in the Edit Broadcasting Rules task area.

3. Click Delete Rule.

Data Analyzer deletes the rule and removes it from the list of broadcasting rules in the Broadcasting Rules task area.

Broadcasting a Report or Dashboard 135

Broadcasting a DashboardWhen Data Analyzer broadcasts a dashboard, it emails the URL link to the dashboard to the selected recipients. When a user clicks the URL link, the dashboard appears on the Data Analyzer View tab.

The email also includes the dashboard as a PDF or HTML file. The PDF or HTML file includes the following dashboard items:

♦ Dashboard name and description

♦ Container names and description

♦ Gauge, table, and chart indicators

The PDF or HTML file does not include trend indicators based on real-time reports and links to reports or shared documents.

Each indicator inherits the security profile of the underlying report. When you broadcast a dashboard, Data Analyzer broadcasts the entire content of the dashboard. When a user clicks the URL link, Data Analyzer displays the content for which the user has read permission.

You can broadcast a dashboard to users without Data Analyzer accounts. To access the dashboard using the URL link, the external users must log in to Data Analyzer. To log in, external users must have a user name and password, and internet access to Data Analyzer.

Data Analyzer broadcasts different versions of the PDF or HTML file to different users based on their access permissions. For each Data Analyzer user, the file displays indicators that are based on reports for which the user has read permission. For users without Data Analyzer accounts, the file displays only those indicators that are based on cached reports with provider-based security.

You can also broadcast the dashboard to a network drive. The broadcast file that Data Analyzer saves to the network drive contains only those indicators that are based on cached reports with provider-based security.

Creating Broadcasting Rules for Dashboards

To create a broadcasting rule for a dashboard:

1. Click Create > Dashboard > Publish > Broadcasting.

The Broadcasting tab appears.

2. Enter a name for the broadcasting rule.

3. Select PDF or HTML as the broadcast format.

Data Analyzer broadcasts the dashboard as a file of the selected type and a URL link to the dashboard.

4. To select recipients with Data Analyzer user accounts, click Recipients.

5. If the dashboard has indicators based on a cached report with provider-based security, enter the email address of the recipients without Data Analyzer user accounts.

You can enter multiple email addresses separated by commas or semicolons.

6. If the dashboard has indicators based on a cached report with provider-based security, enter the complete path of a destination folder where you want Data Analyzer to save the dashboard.

7. Select a schedule for broadcasting the dashboard.

8. Enter the email message you want to include with the dashboard.

9. Click Create Rule.

The rule appears in the Broadcasting Rules task area on the Broadcasting tab. Data Analyzer activates the rule.

10. Click Save.

Data Analyzer saves the dashboard.

136 Chapter 12: Publishing a Report or Dashboard

Editing a Broadcasting Rule for a DashboardWhen you edit a broadcasting rule, the changes apply to all dashboards that use the broadcasting rule.

To edit a broadcasting rule for a dashboard:

1. On the Create Dashboard Wizard, click Publish > Broadcasting.

The Broadcasting tab appears.

2. To activate a deactivated broadcasting rule, in the Broadcasting Rules task area, select the check box for the rule. To deactivate an active broadcasting rule, in the Broadcasting Rules task area, clear the check box for the rule.

Note: To save these changes, you must save the dashboard.

3. To edit any other aspect of the broadcasting rule, in the Broadcasting Rules task area, click the Edit button for the broadcasting rule you want to edit.

The broadcasting rule appears in the Edit Broadcasting Rule task area.

4. Make the necessary changes.

To remove a recipient, click the recipient, and click the Delete button.

5. Click Save Changes to save the changes to the rule.

-or-

If you changed the rule name, click Save as New Rule to save the rule as a new rule. Data Analyzer displays the new rule in the Broadcasting Rules task area.

Deleting a Broadcasting Rule for a DashboardWhen you delete a broadcasting rule, Data Analyzer deletes the broadcasting rule from the repository and removes the broadcasting rule name from the Broadcasting Rules task area.

To delete a broadcasting rule for a dashboard:

1. On the Create Dashboard Wizard, click Publish > Broadcasting.

The Broadcasting tab appears.

2. In the Broadcasting Rules task area, click the Edit button for the broadcasting rule you want to delete.

The broadcasting rule appears in the Edit Broadcasting Rule task area.

3. Click Delete Rule.

Data Analyzer deletes the rule and removes it from the list of broadcasting rules in the Broadcasting Rules task area.

Searching for Recipients with Data Analyzer AccountsYou can create a query to search for recipients with Data Analyzer accounts. When you create a query, you select a subject for the query and a criteria to refine the selected subject. For example, you can create a query to search for users in the Sales department. In this query, “users” is the subject and “in the Sales department” is the criteria that refines the subject.

You can select users or groups as the subject for the query. Depending on the subject, Data Analyzer displays a list of criteria that you can choose from to refine the subject.

You need to enter a value for the following criteria:

♦ With name. The name of the user or group you want to find.

♦ Created by. The name of the user who created the user or group you want to find.

♦ In department. The department to which the user or group you want to find belongs.

Broadcasting a Report or Dashboard 137

♦ In group. The group to which the user you want to find belongs.

♦ With users. The users that belong to the group you want to find.

When you enter values for the preceding criteria, use the asterisk symbol (*) or the percent symbol (%) wildcards in the search values. You can also use partial names as search values.

After you create the query, you can save this query as the default query for all broadcasting rules you create.

To select recipients:

1. Click Recipients to select recipients with Data Analyzer user accounts for the report or dashboard.

The Select Recipients window appears.

2. In the Select Recipients window, create a query to search for recipients with Data Analyzer accounts.

Data Analyzer displays the query results.

3. Click the user or group name you want to select, and click Add.

Data Analyzer displays the selected recipients under User/Group.

4. Click OK.

Archiving a Report or DashboardIf you apply provider-based security to a cached report, you can set up archiving for the report. You can set up archiving for any dashboard. However, the archived file contains only those indicators that are based on cached reports with provider-based security.

You can archive a report or dashboard to save the report or dashboard to a network drive according to a schedule. Every time the archiving schedule for the report or dashboard runs, Data Analyzer saves a new copy of the report or dashboard with a date and timestamp. Users without Data Analyzer accounts can access archived reports and dashboards.

For a report, you can select the report schedule as the archiving schedule or choose from a list of predefined schedules. Data Analyzer creates a list of predefined schedules that run less frequently than the report schedule. You cannot archive a report more frequently than its update schedule. For example, if a report updates daily, you can archive the report weekly or monthly, but not hourly.

For on-demand reports and dashboards, you can select a schedule from any of the predefined schedules.

You can specify the archiving state as active or inactive. Data Analyzer archives the report or dashboard when you set the archiving as active. Set the archiving as inactive to stop archiving the report or dashboard.

Tip: To provide users with quick access to an archived report or dashboard, you can create a shared document link to the archived file.

Archive FormatsYou can specify the format in which you want Data Analyzer to archive the report or dashboard.

138 Chapter 12: Publishing a Report or Dashboard

Table 12-5 describes the formats in which you can archive reports and dashboards:

Steps for Archiving a Report or DashboardTo archive a report or dashboard:

1. To archive a report, click Create > Report > Publish > Archiving.

-or-

To archive a dashboard, click Create > Dashboard > Publish > Archiving.

The Archiving tab appears.

2. Select the archive format.

If you select Excel as the format and if the report has an associated Excel template, you can select from one of the following options:

♦ Retain DA Formatting. The broadcasted Excel file displays the report in the same format that you see on the Analyze tab.

♦ Excel template associated with the report. The broadcasted Excel file displays the report in the format specified in the Excel template. If you choose to use an Excel template, other reports cannot use this broadcasting rule.

Note: If the report does not have an associated Excel template, you can only select the Retain DA Formatting option.

3. Enter the full path for the folder on a network drive where you want Data Analyzer to save the archived report or dashboard.

This folder must be on a machine that is on the same network as the Data Analyzer server. The Data Analyzer server machine must have write permission on this folder. Data Analyzer does not validate the folder name. Make sure you enter the correct path and folder name.

4. Select the archiving schedule.

5. To archive the report or dashboard, select Active.

To deactivate archiving, select Inactive.

Table 12-5. Archive Formats

Format Type Availability Description

PDF file ReportsDashboards

Data Analyzer uses the page layout settings you specified while creating the report or dashboard. In the PDF file, Data Analyzer also displays the report or dashboard details you specified while setting up the page layout.

Excel file Reports You can select one of the following format options:- Retain DA Formatting. The Excel file displays the report in the Data Analyzer

format that you see on the Analyze tab.- Excel template associated with the report. The Excel file displays the report in

the format specified in the Excel template.If the report does not have an associated Excel template, you can only select the Retain DA Formatting option.

HTML file ReportsDashboards

Data Analyzer uses the page layout settings you specified while creating the report or dashboard. In the HTML file, Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. When you archive a report or dashboard as an HTML file, Data Analyzer creates a zip file. The zip files contains the HTML file and a folder for any associated images. For a dashboard, the images folder contains image files for indicators. For a report, the images folder contains image files for the report chart, header and footer, and highlighting.

CSV file Reports You can archive the report as a CSV file.

Archiving a Report or Dashboard 139

6. To save the report or dashboard, click Save.

Data Analyzer saves the report or dashboard.

140 Chapter 12: Publishing a Report or Dashboard

C H A P T E R 1 3

Working with Composite Reports

This chapter includes the following topics:

♦ Overview, 141

♦ Creating a Composite Report, 142

♦ Defining Composite Report Properties, 143

♦ Setting Permissions for a Composite Report, 143

♦ Formatting a Composite Report, 144

♦ Publishing a Composite Report, 145

♦ Displaying a Composite Report, 146

♦ Sharing Composite Reports, 148

OverviewComposite reports are report definitions that contain one or more individual reports. These subreports can be a mix of all the report types offered by Data Analyzer. For example, you can combine different views of business information to see several aspects of monthly sales data. You can also use composite reports with the PowerCenter Data Profiling option to collect multiple functions in one report and view the associated metadata. Using the metadata reports, you can report on previous runs of the same data profile.

To set up a composite report, perform the following tasks:

♦ Add subreports.

♦ Define composite report properties.

♦ Set permissions.

♦ Subscribe groups or users to the composite report.

♦ Specify formatting options for a composite report.

♦ Broadcast the composite report.

When you publish a composite report, you can specify formatting options similar to other reports.

141

Creating a Composite ReportThe first step to create a composite report is to select its subreports. You perform this step from the Select Reports page of the Create Composite Report Wizard. You can select any of the individual reports accessible to you in Data Analyzer, whether they are cached or on-demand reports. The reports you choose, when viewed as part of a composite report, display on a single page. You cannot edit a subreport from the Create Composite Report Wizard.

Using a Query to Search for a Composite ReportYou can search for composite reports the same way you search for other reports. On the Find tab, when you select “reports” as the query subject, the search results include both individual reports and composite reports. You can identify composite reports by their unique icon.

Steps to Create a Composite Report and Add SubreportsTo define composite report properties:

1. Click Create > Composite Report > Select Report(s).

The Select Report(s) page appears.

2. Enter a name for the report.

3. Open the folder that contains the report you want to include and click Add to select the report.

The reports appear in the report list.

4. To change the order of reports, use the arrows next to the list.

Reports display in the composite report in the order you configure.

5. To save the composite report, click Save.

Applying Security to a Composite ReportA composite report does not have any data. Therefore, it has no security. Since the composite report is a collection of subreports, Data Analyzer applies subreport security when the report is broadcast.

Setting access permissions for a composite report determines whether the composite report is visible but does not affect the existing security of subreports. Users or groups must also have permissions to view individual subreports.

In addition to the user and group permissions defined for the composite report, Data Analyzer applies the subscriber security profile to each subreport. Depending on the security for the combined composite report and individual subreports, some users with permissions to view the composite report may not see one or more subreports. In this case, Data Analyzer displays the composite report with only the subreports the user is permitted to view and applies the data restrictions.

Composite reports can include a cached subreport and a mix of user-based and provider-based security. Therefore, Data Analyzer always applies security profiles when it runs the composite report.

Any data restrictions on an individual report are applied when it displays as a subreport.

When a user does not have permission to view one of the subreports in a composite report, the subreport name displays with a message that access is denied. For users who have permission, the subreports display the associated report data.

142 Chapter 13: Working with Composite Reports

Defining Composite Report PropertiesYou can define composite report properties on the Publish page of the Create Composite Report Wizard. Composite report properties include comments, descriptions, and keywords. You also specify the folder in which to save the composite report.

Steps to Set PropertiesTo define composite report properties:

1. Click Create > Composite Report > Publish > Properties.

The Properties tab appears.

2. Enter report properties.

Table 13-1 lists the report properties you can define:

3. To save the report, click Save.

Data Analyzer saves the report properties you defined. On the Create Composite Report Wizard, Data Analyzer displays the folder name where you saved the report.

Setting Permissions for a Composite ReportYou can set permissions to determine the users and groups who can access a composite report. When you set permissions on the composite report, Data Analyzer does not set the same permissions for each subreport at the same time. You need to set the permissions on each subreport individually.

For example, you can give the Sales group read permissions on the composite Revenue Report but if the Sales group has read permissions for only one subreport, only that subreport displays.

You can set permissions for composite reports and their subreports as you do other reports.

Table 13-1. Report Properties

Property Description

Select Folder Folder where you save the composite report. Click Select Folder to choose another folder.Default is Personal Folder.

Comments Comments associated with the composite report. Maximum length is 65,535 characters.

Description Description for the composite report. The description displays in the Public Folders or your Personal Folder. You can search for a report based on the description associated with the report. Maximum length is 255 characters.

Keywords Keywords associated with the composite report. You can search for a report based on the keywords associated with the report. By default, this field contains the metrics and attributes of the report enclosed in square brackets ([]). You can add other keywords that might be more meaningful to the users of the report. Use commas to separate keywords. You do not have to enclose the keywords in square brackets. Maximum length is 255 characters.

Category Category you want to associate with the composite report.

Department Department you want to associate with the composite report.

Defining Composite Report Properties 143

Formatting a Composite ReportYou can set several formatting options to determine how a composite report displays on the View tab and in an exported PDF, HTML, or Microsoft Excel document. The layout and formatting options selected for individual subreports determine how the subreports present report data.

Customizing Display Options for Composite ReportsThe Formatting tab for composite reports contains display options for PDF, HTML, and Excel. The settings you choose here are the default settings for the composite report. When you print or export the composite report, you can override the default settings. You cannot change the display setting when you archive, email, or broadcast the composite report.

You specify the page orientation, layout, headers and footers, pagination, and margins. You also specify whether to combine subreports in an Excel worksheet, whether to paginate between subreports in a PDF file, and which composite report details to display in all formats.

The Formatting tab includes options for how to display subreports on the View tab of Data Analyzer. For example, you can hide empty subreports or group prompt filters for all subreports.

To set composite report display options:

1. To configure display options for a report, click Create > Composite Report > Publish > Formatting.

The Formatting tab appears.

2. Select the Display information:

3. In Page Setup, choose the Excel workbook option for subreports:

♦ One subreport per worksheet

♦ All subreports in one worksheet

4. Enter the PDF Display Options:

Property Description

Hide Empty Subreports

Hide subreports that return no data.

Group Prompt Filters Group prompts for all subreports when the composite report is viewed.

Show Border Display a border between each subreport when the composite report appears on the View tab.

Property Description

Orientation Direction of the page display. You can choose the following options:- Portrait- Landscape

Layout Size of the page you want to display. You can choose the following options:- Fit Width to Page (for reports only)- Fit to Page- Percent of Normal SizeIf you choose to display the report at a percentage of its normal size, you can also select to wrap the report tables.If a report includes an attribute of the HTML datatype and if you choose Fit to Page, the HTML links do not work in the PDF version of the report.

Headers/Footers Size of the header or footer. The total size of the header, footer, and margins must not exceed 60% of the page size.

144 Chapter 13: Working with Composite Reports

5. In Display Options, choose the information to show with the composite report and with each subreport.

The information you select appears on the top of the page when you export, broadcast, archive, email, or print the composite report. You can modify the selection when you print or export the report.

Note: If the composite report contains even one cached report, filters on the composite report do not appear, even if you check this display option. The subreport filters display as usual.

6. Save the composite report.

Publishing a Composite ReportAfter you add subreports, set permissions, and determine display options for a composite report, you can publish the report by subscribing users or broadcasting the report. If the subreports are associated with a Microsoft Excel template, Data Analyzer applies the template during the export to Excel.

Subscribing Users to a Composite ReportYou can subscribe users to a composite report from the Subscriptions tab of the Create Composite Report Wizard. Users can subscribe to composite reports using the Find tab.

Note: You cannot subscribe to a composite report from the View tab.

Broadcasting a Composite ReportData Analyzer broadcasts a composite report based on the composite report broadcasting rule. Data Analyzer does not apply the subreport broadcasting rules to a composite report. You can open the Broadcasting tab from the Publish page of the Create Composite Report Wizard.

Composite reports can combine different subreport types, with different security settings. If a subreport has user-based security, Data Analyzer excludes it from the subreport even if the broadcast rule includes recipients without Data Analyzer accounts.

Example of Composite Report Broadcast RuleOne composite report might contain the following types of report and security:

♦ One on-demand subreport

♦ One subreport with user-based security

♦ One subreport with provider-based security

As a result, Data Analyzer cannot apply subreport security at the time you create the broadcast rule. Instead, when the composite report is broadcast, Data Analyzer applies security to subreports as they are viewed.

Using this broadcast rule, the composite report contains the following subreports:

♦ All subreports for the Data Analyzer recipients

♦ Only the subreport with provider-based security for the external recipients and the network drive

When a composite report omits one or more subreports based on the report security settings, the composite report displays an “Access Denied” message for each omitted subreport.

Pagination You can choose to insert page breaks after each page in a PDF file.

Margins Size of the page margins in inches. The total size of the header, footer, and margins must not exceed 60% of the page size.

Property Description

Publishing a Composite Report 145

Defining Broadcasting Rules for a Composite ReportTo create a broadcasting rule for a composite report:

1. Click Create > Composite Report > Publish > Broadcasting.

The Broadcasting tab appears.

2. Enter a name for the broadcasting rule.

3. Select PDF, HTML, Link, or Excel as the broadcasting format.

4. To select recipients with Data Analyzer user accounts, click Recipients.

5. Enter the email address of the recipients without Data Analyzer user accounts.

You can enter multiple email addresses separated by commas or semi-colons. The report sent to these recipients does not include any subreports with provider-based security.

6. Enter the complete path of a destination folder where Data Analyzer can save the report.

7. Select a schedule for broadcasting the report.

8. Enter the message you want to include with the report.

9. Click Create Rule.

The rule appears in the Broadcasting Rules task area on the Broadcasting tab. Data Analyzer activates the rule.

10. To save the report, click Save.

You can define broadcasting rules for a composite report in the same way you define these rules for individual reports.

Displaying a Composite ReportWhen you display a composite report, Data Analyzer applies the filters and prompts associated with the subreports. Progressive filtering works the same way as standard reports. If you define the composite report using the Group Prompt Filters display option, the prompts page groups filters for all subreports.

Figure 13-1 shows a report where the prompt filters for all subreports are grouped together:

Figure 13-1. Composite Report and Group Prompt Filters Option

146 Chapter 13: Working with Composite Reports

Figure 13-2 illustrates the same report with the subreport prompt filters displayed separately:

To display a composite report:

1. From the Create Composite Report Wizard, click View to display the report on the View tab.

-or-

Open a composite report from the Find tab.

-or-

Open a composite report from a dashboard.

2. For composite reports with prompts, Data Analyzer prompts you to select the settings to display in the report.

3. To display the selected prompt settings the next time you view the report, click Prompt me with These Settings the Next Time I Run the Report.

4. Select values you want to display in the report:

♦ If the prompts are based on attributes or metrics, clear the check boxes for any attribute or metric you do not want to display in the report.

♦ If the report prompts are based on a filter, select attribute values you want to display in the report. To add additional attributes values to an attribute filter, click the Select Attribute Values link. Click the attribute values, and click OK.

♦ If the prompts are based on a metric filter, enter a value for the filter.

♦ If the prompts are based on time settings, select values for calendar, time period, granularity, and refinements.

♦ If the prompts are based on filtersets, select the filterset you want to use for the report.

♦ If the prompts are based on global variables, select the global variable values you want to display in the report.

5. If the prompts are based on attribute filters, click Enable Progressive Filtering to display attributes values in a progressive manner.

6. Click Display Composite Report.

7. To edit the report, click Edit.

Figure 13-2. Composite Report Without Group Prompt Filters Option

Displaying a Composite Report 147

The report appears on the Create Composite Report Wizard. Make the necessary changes and save the report.

8. To display the prompt again, click Re-run Prompt.

Sharing Composite ReportsTo share information with other users, you can print, export, email, and discuss composite reports using options similar to those available for other reports and for dashboards. The following sections discuss the options that are unique to composite reports.

Note: If a composite report contains a cached subreport, any filters on the composite report do not display when you print or export a report. However, the individual subreport filters display as usual.

Printing a Composite ReportYou can print a composite report from the View tab. When you print a composite report, Data Analyzer prints the subreports visible in the report.

You can choose the descriptive information to include and change the default display settings. For composite reports, you configure the default page layout and report information on the Layout and Setup page of the Create Composite Report Wizard.

To print a composite report:

1. Display the composite report you want to print on the View tab.

2. Click Print.

The Print window appears.

3. In the Print window, select the composite report information you want to print and configure orientation and other page layout options.

Note: Fit to Page, Percent of Normal Size, and Wrap Tables options do not display when you print the composite report.

4. Click Print Preview.

5. From the File menu in the new browser window, click Print to print the composite report.

-or-

Click the Print button on the toolbar to print the composite report.

Note: When you open a cached report for the first time and print the composite report, Data Analyzer displays the last update time as “Not Available.”

Exporting Composite Report DataYou can export composite report data from the View tab to PDF, HTML, or Microsoft Excel. When exporting a composite report, you can change the default display options for the specified format. For PDF, you can insert a page break after each subreport.

For a composite report exported to HTML, you can determine the descriptive data to include with the report header and the individual subreport headers. Data Analyzer creates a zip file that contains the HTML file or files and any associated images.

For Microsoft Excel, Data Analyzer always exports the composite report using the formatting as it appears on the View tab.

Most of the export options for composite reports are the same as other reports.

148 Chapter 13: Working with Composite Reports

To export a composite report:

1. Display the composite report you want to export on the View tab.

2. Click Export.

The Export window appears.

3. Select the format for export.

If you select HTML document, select the composite report information you want to include.

If you select PDF document, you can change the default display options and select the composite report information to include.

If you select Microsoft Excel, you can choose to combine subreports in a worksheet or create one worksheet per subreport.

4. Click Export.

5. Save the file to the local drive.

If you export to HTML, Data Analyzer saves the composite report as a zip file. Unzip the file to view the report in HTML format.

If you export to PDF, click the Saves Copy of the File button in the PDF toolbar to save the composite report.

Note: If the composite report contains a period (.), Data Analyzer replaces the period with an underscore (_) in the exported file name.

Emailing a Composite ReportYou can email a composite report with the same method you use for other reports.

Working with Composite Report FeedbackYou have the same options to discuss and work with feedback on composite reports that you use with other reports.

Sharing Composite Reports 149

150 Chapter 13: Working with Composite Reports

C H A P T E R 1 4

Running a Report

This chapter includes the following topics:

♦ Overview, 151

♦ Displaying Report Results, 152

♦ Viewing the Query for a Report, 154

♦ Editing the SQL Query for a Report, 155

♦ Using SQL Hints, 163

♦ Saving a Report, 164

OverviewAfter you create or edit a report, you can run the report to display the results on the Analyze tab or View tab. For a composite report, you can display the results on the View tab only. Check the results to ensure that the report displays the information you want. If the report does not display the data you want, you can edit the report.

Note: The system requires more than 1 GB of memory if large number of users are concurrently trying to run large reports.

You can also view the query for a report. If a report is based on an analytic or operational schema, you can edit the SQL query for the report to quickly modify the report. When you edit the SQL query, you can include stored procedures and use SQL hints in the SQL query.

Once you are satisfied with the data and format of the report, you can save it. Data Analyzer saves the report in the repository. Data Analyzer users can now access this report from the content folders.

You can complete the following tasks after you create a report:

♦ Display report results.

♦ View the query for a report.

♦ Edit the SQL query for a report.

♦ Using SQL hints in the SQL query for a report.

♦ Save the report.

151

Displaying Report ResultsYou can display a report on the Analyze tab or View tab. The Analyze tab provides an interactive view of the report. You can modify the data and structure of the report. You can also display the report on the View tab. The View tab provides a formatted view of the report.

Note: You can display a composite report only on the View tab, but you can display individual subreports on the Analyze tab and modify the individual subreports.

When you display an on-demand report, updated data from the data warehouse displays. The report displays metrics and attributes for which you have read permission. If the report contains metrics or attributes for which you do not have read permission, filters on these metrics or attributes do not display.

When you display a cached report, cached data that was refreshed on a predefined schedule displays. If you edit a cached report, Data Analyzer accesses the data warehouse to retrieve current data. When you save the edited report, Data Analyzer prepares a new cache for the report.

Displaying Reports with PromptsYou can save reports with prompts as on-demand reports only. You might want to use prompts to modify the data you want to display in the report. When you view a report with prompts, a summary of the components of the report for which you can create prompts displays. The summary includes the current values for metrics, attributes, time settings, filtersets, attribute filters, and metric filters. Data Analyzer prompts you to select the values for the components for which the report owner had created prompts.

By default, the prompts display every time you run the report. If you select certain prompt settings, you can choose to display those settings the next time you run the report. When Data Analyzer prompts you the next time you run the report, the settings you selected the last time you ran the report display.

After the report appears on the Analyze tab or View tab, you can display the prompt again to select different values for the prompt.

When you create a composite report, you can group filter prompts for all subreports. For more information about composite report display options, see “Customizing Display Options for Composite Reports” on page 144.

Prompts Based on Attributes and MetricsFigure 14-1 shows prompts that allow you to select attributes and metrics:

For reports with tabular report tables, all attributes display in the By Row task area. For reports with cross tabular report tables, attributes display in the By Column or By Row task area. For reports with sectional report tables, attributes display in the By Section, By Column, or By Row task area.

Figure 14-1. Prompts Based on Attributes and Metrics

Metrics in the report

Attributes in the report

Summary

152 Chapter 14: Running a Report

Prompts Based on Filters and FiltersetsWhen you view a report with a prompt based on an attribute or metric filter, Data Analyzer prompts you to select the values you want to display in the report. When you created the filter, you entered values for the filter. These existing values display in the prompt. You can add or delete values. If you did not enter values for the filter when you created the filter, no values display in the prompt. You can select values for the filter.

If the prompts are based on more than one attribute filter, you can use progressive filtering in the prompts. Progressive filtering allows you to select attribute values for a second filter based on the attribute values you select for the first filter. You can also use progressive filtering with composite reports.

Figure 14-2 shows prompts that allow you to select values for attribute and metric filters:

The text for the prompt appears above the filter. You enter this text when creating the filter.

When you enter date values in a prompt, make sure that the dates are in the valid format. The valid format is the date format set in the report. If you do not want to enter the date values, you can select them from a list of available values.

When you display a report with a prompt based on a filterset, Data Analyzer prompts you to select the filterset for the report.

Prompts Based on Time SettingsYou can also set prompts on time settings in a report. When you view a report with a prompt based on time settings, Data Analyzer prompts you to select the time values you want to display in the report. You can select the calendar, time period, granularity, and refinement values.

Prompts Based on Global VariablesIf the report uses a prompted global variable, Data Analyzer prompts you to select a value for the global variable.

Figure 14-2. Prompts Based on Attribute and Metric Filters

Attribute for the attribute filter.

Attribute values included in the attribute filter.

Remove button.

Text for the prompt.

Displaying Report Results 153

Steps to Display a ReportTo display a report:

1. From the Create Report Wizard, click Display on Analyze to display the report on the Analyze tab. Click Display on View to display the report on the View tab.

-or-

Open a report from the Find tab or a dashboard.

For an on-demand report with prompts, Data Analyzer prompts you to select the settings to display in the report.

2. To display the selected prompt settings the next time you view the report, click Prompt me with These Settings the Next Time I Run the Report.

3. Select values you want to display in the report:

♦ If the prompts are based on attributes or metrics, clear the check boxes for any attribute or metric you do not want to display in the report.

♦ If the report prompts are based on a filter, select attribute values you want to display in the report. To add additional attributes values to an attribute filter, click the Select Attribute Values link. Click the attribute values, and click OK.

♦ If the prompts are based on a metric filter, enter a value for the filter.

♦ If the prompts are based on time settings, select values for calendar, time period, granularity, and refinements.

♦ If the prompts are based on filtersets, select the filterset you want to use for the report.

♦ If the prompts are based on global variables, select the global variable values you want to display in the report.

4. If the prompts are based on attribute filters, to display attributes values in a progressive manner, click Enable Progressive Filtering.

5. Click Display Report.

6. To edit the report, click Edit. The report appears on the Create Report Wizard. Make the necessary changes and save the report.

7. To display the prompt again, click Re-run Prompt.

Viewing the Query for a ReportAs you add metrics, attributes, filters, or ranking to a report, Data Analyzer generates a default query for the report. After you create a report, you can view the default query for the report. You can view the query from the Create Report Wizard or the Analyze tab.

Data Analyzer might display a slightly different query on the Analyze tab than on the Create Report Wizard. On the Create Report Wizard, Data Analyzer does not display the ranking filters and data restrictions in the default query. For example, if you have a report with rankings based on an analytic or operational schema, you might see the following SQL query on the Create Report Wizard:

SELECT :WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) /* AND Ranking filter from ranking SQL */ :

where /* AND Ranking filter from ranking SQL */ is a place holder for the ranking filter. On the Analyze tab, instead of this place holder, the actual ranking filter appears.

154 Chapter 14: Running a Report

If you add any SQL hints to the query, Data Analyzer displays the SQL hints separately on the Create Report Wizard. On the Analyze tab, Data Analyzer displays the SQL hints within the query. If you use an Oracle or DB2 database as the data warehouse, the SQL hint displays after the SELECT keyword in the query. If you use an SQL Server database, the SQL hint displays at the end of the query.

You can edit the default query for a report. When you edit the default query, you cannot edit any ranking filters and data restrictions in the query.

You can view the queries for a composite report individually, after opening a subreport on the Analyze tab.

To view the query for the report:

1. To view the query from the Create Report Wizard, click the View Query button.

The View Query page appears.

With the appropriate privilege, you can edit the query for the report.

-or-

To view the query from the Analyze tab, click Query. The View Query tab appears.

2. Click Close.

Editing the SQL Query for a ReportIf a report is based on an analytic or operational schema, you can edit the default SQL query for the report. You can edit the default SQL query for reports without prompts. Editing the SQL query allows you to quickly modify a report. If you are proficient in SQL, you might want to edit the SQL query for a report to save time. After you edit the SQL query, the SQL query appears as the edited SQL.

You can also edit these queries for reports opened from a composite report.

If the SQL query contains a single quote (‘) within a string, you must change this single quote to two single quotes (’’). For example, you have the following SQL query:

SELECT : WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) AND (PRODUCT.BRAND IN('American Corn', 'Big Can', 'Chewy’s Industry'))

You must modify the query to add a single quote to Chewy’s:

SELECT : WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) AND (PRODUCT.BRAND IN('American Corn', 'Big Can', 'Chewy’’s Industry'))

The database table names and column names can includes spaces.

You must suppress the GROUP BY clause in an SQL query for a report under the following circumstances:

♦ A report contains a CLOB attribute and at least one metric.

♦ In an attribute only report, you define one of the attributes as a metric in the analytic schema to display the report in a cross tabular report table.

For more information about suppressing the GROUP BY clause, see “Suppressing the GROUP BY Clause” on page 158.

Note: In the database, a date column (DATETIME) includes a time component. Data Analyzer truncates the time component to ensure that the date attributes are properly formatted in the report. If you select date attributes for a report, you might see SQL conversion functions in the SELECT clause and GROUP BY clause. Data Analyzer uses these conversion functions to truncate the time from the DATETIME fields.

Editing the SQL Query for a Report 155

Multiple SQL StatementsIf there is more than one SQL query for the report, the SQL queries display as separate SQL statements. You can have more than one SQL query for a report in the following cases:

♦ The report includes metrics from more than one table.

♦ The metrics are from the same fact but have different time keys.

♦ The report includes more than one time period.

For example, you have a report that includes metrics from Inventory and Sales tables. Data Analyzer displays the two SQL queries as SQL Statement 1 and SQL Statement 2. If a report includes metrics from one table, Data Analyzer displays the SQL query as SQL Statement 1. If you set a ranking criteria for the report, the ranking SQL query displays as a separate ranking SQL statement.

When you edit the SQL for a report with more than one SQL query, you can edit the SQL queries separately. However, you cannot edit the ranking SQL queries for a report. After you edit the SQL queries, if the ranking SQL queries are still applicable, Data Analyzer adds the ranking SQL queries to the edited SQL for the report.

If you want to modify the ranking criteria for a report, use the Select Time, Filters, and Rankings page of the Create Report Wizard.

If you suppress the GROUP BY clause in the SQL query, Data Analyzer suppresses the GROUP BY clause and the metric aggregation for both SQL statements.

You can add an SQL hint for each SQL query for a report.

Data Restrictions in the SQLThe Data Analyzer system administrator can create data restrictions to restrict access to data for certain attribute values. If the system administrator creates a data restriction, you cannot edit these data restrictions in the SQL for the report. The data restriction displays when you view the SQL query for the report on the Analyze tab. When you view or edit the SQL on the Create Report Wizard, the data restrictions do not display.

For example, the system administrator creates a data restriction that restricts users from data for the following values of the Brand attribute: American Corn, Big Can, Chewy Industries.

You create a report that includes the Brand attribute. When you view the SQL query for the report on the Analyze tab, the following SQL appears:

SELECT PRODUCT.CATEGORY, PRODUCT.BRAND, SUM(SALES_FACT.CUSTOMER_COUNT) FROM PRODUCT, SALES_FACT WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) AND (PRODUCT.BRAND IN('American Corn', 'Big Can', 'Chewy Industries')) GROUP BY PRODUCT.CATEGORY, PRODUCT.BRAND ORDER BY 1, 2

When you edit the SQL query for the report, Data Analyzer displays the following SQL:

SELECT PRODUCT.CATEGORY, PRODUCT.BRAND, SUM(SALES_FACT.CUSTOMER_COUNT) FROM PRODUCT, SALES_FACT WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) GROUP BY PRODUCT.CATEGORY, PRODUCT.BRAND ORDER BY 1, 2

When you run the report, Data Analyzer adds the data restrictions to the SQL for the report.

156 Chapter 14: Running a Report

Using System VariablesTable 14-1 describes the predefined system variables you can use in the report SQL query:

When you use these system variables, you must enclose them within dollar ($) characters and single quotes. For example:

SELECT:FROM FACT where (CUSTOMER_ID IN (SELECT * FROM SECURITY WHERE USER_NAME = ‘$USER_LOGIN$’)):

If you use the SQL_SYSDATE system variable in the SQL query for a report, you do not need to enclose it within single quotes. For example:

SELECT:FROM FACT where (ORDER_DATE < $SQL_SYSDATE$):

Also, if the system variable value is already enclosed in single quotes, you do not need to enclose it within single quotes. For example, if you use the USER_GROUP_NAME_STR system variable, the string values are already enclosed within single quotes.

Note: Make sure that you use the correct SQL syntax for the Data Analyzer repository database.

In a cached report with user-based security, Data Analyzer applies the security profile of the user who is accessing the report. If you use a system variable in the SQL query for a cached report with user-based security, Data Analyzer runs this report like an on-demand report. Data Analyzer does not create a cache for each user.

Table 14-1. Available System Variables

System Variable Name Description

USER_LOGIN Login name of the user who is currently logged in.

USER_FIRST_NAME First name of the user who is currently logged in.

USER_LAST_NAME Last name of the user who is currently logged in.

USER_GROUP_NAMES Comma-separated list of group names to which the user who is currently logged in belongs.

USER_GROUP_NAMES_STR Comma-separated strings of group names. These are enclosed within single quotes.

SYSTEM_TIME_ISOSTR Current time of the Data Analyzer server machine in ISO Format (YYYY-MM-DD hh:mm:ss).

SQL_SYSDATE Database specific SYSDATE function. Depending on the database, Data Analyzer replaces SQL_SYSDATE with the following functions:- For Oracle: SYSDATE- For SQL Server: GETDATE()- For Sybase ASE and Sybase IQ: GETDATE()- For DB2, DB2 (AS/400), and DB2 (OS/390): CURRENT TIMESTAMP- For Teradata: CURRENT_DATE- For JDBC (generic): CURRENT_DATE. This function is used when the

database type is none of the above and Data Analyzer uses a generic JDBC connection string to connect to the database.

Editing the SQL Query for a Report 157

Suppressing the GROUP BY ClauseAny report that contains a metric includes a GROUP BY clause and metric aggregation in the SQL query for the report. The GROUP BY clause groups the metric values by all attributes in the report. The metric aggregation aggregates the group of metric values according to the aggregation method defined by the Data Analyzer system administrator for the metric.

For example, you create a report to display the total sales revenue for each division in your organization. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue metric.

Figure 14-3 shows the GROUP BY clause and the metric aggregation in the SQL query for a report containing a single metric:

Figure 14-4 shows the report run from the preceding SQL query:

When you click Suppress Group By Clause in the View Query page, Data Analyzer removes the GROUP BY clause and the following metric aggregation methods:

♦ Sum

♦ Max

♦ Min

♦ Avg

♦ Count

Data Analyzer does not remove CUSTOM or CUSTOM+ metric aggregation methods. If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method, you must verify that the SQL query is valid before running the report. For example, you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation.

Figure 14-3. GROUP BY Clause and Metric Aggregation in an SQL Query

Figure 14-4. Sample Report Using GROUP BY Clause and Metric Aggregation

Metric AggregationGROUP BY Clause

158 Chapter 14: Running a Report

Figure 14-5 shows the SQL query when you click Suppress Group By Clause for a report containing a single metric with a Sum aggregation method:

When you suppress the GROUP BY clause and metric aggregation in the SQL query, the report displays granular data.

Figure 14-6 shows the report run from the preceding SQL query:

For most Data Analyzer reports, you should retain the GROUP BY clause and metric aggregation in the SQL query. However, you must suppress the GROUP BY clause for the following reports:

♦ Reports containing CLOB attributes and at least one metric. An SQL query cannot use CLOB attributes in a GROUP BY clause. If you create a report with a CLOB attribute and a metric, Data Analyzer prompts you to suppress the GROUP BY clause.

♦ Reports containing attributes only that you want to display in a cross tabular report table layout. Data Analyzer requires that reports using a cross tabular report table layout contain at least one metric. To display an attribute only report in a cross tabular report table layout, define one of the attributes as a metric in the analytic schema. The attribute you define as a metric can have a non-numeric value.

A report cannot perform aggregation on a non-numeric value. You must suppress the GROUP BY clause and the metric aggregation on the View Query page. For more information about suppressing the GROUP BY clause for cross tabular report tables, see “Suppressed GROUP BY Clauses in Cross Tabular Report Tables” on page 160.

Figure 14-5. SQL Query with the GROUP BY Clause and Metric Aggregation Suppressed

Figure 14-6. Report Results (GROUP BY Clause and Metric Aggregation Suppressed)

Metric aggregation is suppressed.

Click Suppress Group By Clause.

GROUP BY clause is suppressed.

Editing the SQL Query for a Report 159

Suppressing the GROUP BY clause modifies the SQL query for the report. If you suppress the GROUP BY clause and then edit the SQL query, Data Analyzer retains the changes made to the SQL query and displays the suppressed SQL for you to edit.

If you have edited the SQL query, you cannot suppress the GROUP BY clause.

When you suppress the GROUP BY clause in a report, you cannot complete the following tasks for the report:

♦ Apply metric filters or filtersets containing metric filters to non-granular data, or aggregated data.

♦ Rank the report data.

♦ Add gauge indicators.

♦ Set a data alert on a single metric value.

If you suppress the GROUP BY clause in a report containing metrics only, Data Analyzer automatically displays row numbers in the report table.

Suppressed GROUP BY Clauses in Cross Tabular Report TablesIf you suppress the GROUP BY clause for a report that has a cross tabular report table layout, and if the dataset is stored in more than one row in a table, then by default Data Analyzer groups values by the row attributes when you run the report. The system administrator can edit the GroupBySuppression.GroupOnAttributePair property in the DataAnalyzer.properties file so that Data Analyzer does not group values by the row attributes.

For example, you have the following table in your data source where the dataset is stored in multiple rows:

To display this data in a cross tabular report table, you define Column Value as a non-numeric metric in the analytic schema and suppress the GROUP BY clause in the SQL query for the report. When you create the cross tabular report table, you define Row Number as the row attribute and Column Name as the column attribute.

When you run the report, Data Analyzer groups values by the Row Number attribute because the GroupBySuppression.GroupOnAttributePair property is set to true by default. Data Analyzer displays the following cross tabular report table:

If you do not want Data Analyzer to group the values by the row attributes, then the system administrator must set the GroupBySuppression.GroupOnAttributePair property to false.

Row Number Column Name Column Value

1 DEPTNUMBER 410

1 DEPTNAME Facilities

1 LOC Building 1

2 DEPTNUMBER 435

2 DEPTNAME Finance

2 LOC Building 2

Column Name DEPTNUMBER DEPTNAME LOC

Row Number Column Value Column Value Column Value

1 410 Facilities Building 1

2 435 Finance Building 2

160 Chapter 14: Running a Report

When you run the report, Data Analyzer displays the following cross tabular report table that does not group values by the Row Number attribute:

If the dataset is stored in a single row, then the GroupBySuppression.GroupOnAttributePair setting does not affect the display of cross tabular report tables. Data Analyzer always groups values by the row attributes defined in the cross tabular report table.

Using Reports with Edited SQLOnce you edit the SQL for a report, the edited SQL takes precedence over the default SQL for the report. Data Analyzer continues to save the default SQL for the report in the repository.

Data Analyzer prevents other users from overwriting the edited SQL for the report. After you edit the SQL for a report, you or other users cannot modify the report from the Create Report Wizard or the Analyze tab. To modify the report, you must edit the SQL for the report. In the Create Report Wizard, the following message appears:

Because this report has been customized by the report author, certain functionality may not be available.

When you display a report with edited SQL on the Analyze tab, you cannot complete the following tasks:

♦ Add or remove filters

♦ Add or remove time settings

♦ Add or remove filtersets

♦ Pivot the report table

♦ Move or remove columns in the report table

If you want to edit the report from the Create Report Wizard or Analyze tab, you must revert to the default SQL for the report. Or, you can save the report as a new report.

Steps for Editing the SQL QueryUse a text editor when you cut and paste SQL queries in the Data Analyzer interface. Word processors like Microsoft Word use special characters for quotation marks that might not be recognized by Data Analyzer. After you edit the SQL query for a report, you can save the changes to the report.

You cannot edit the SQL query for reports with prompts.

To edit the SQL query for a report:

1. From the Create Report Wizard, click View Query.

The View Query page appears.

2. Click Edit SQL.

The SQL query for the report appears in an edit box.

Column Name DEPTNUMBER DEPTNAME LOC

Row Number Column Value Column Value Column Value

1 410 null null

1 null Facilities null

1 null null Building 1

2 435 null null

2 null Finance null

2 null null Building 2

Editing the SQL Query for a Report 161

3. Modify the SQL query.

4. To use a stored procedure, click Use Stored Procedure.

5. Click OK.

The View SQL page displays the edited SQL query for the report.

6. To revert to the default SQL query for the report, click Revert to Default SQL.

Once you revert to the default SQL query for the report, you can modify the report from the Analyze tab.

To revert to the edited SQL query for the report, click Revert to Edited SQL.

7. To save the report, click Save.

Using Stored Procedures in the Edited SQL QueryIf you use data from an Oracle or SQL Server database, you can use a database stored procedure as the SQL query for on-demand reports. A stored procedure is a named set of SQL statements. It is compiled and stored in the database, so that it can be shared by different programs. You must use a stored procedure that returns a result set.

Use a stored procedure as the SQL query for a report to reuse the SQL code. As a result, you can control access to data, preserve data integrity, and improve productivity.

When you use a stored procedure, Data Analyzer replaces the default SQL query for the report with the stored procedure code. The stored procedure must return the same number of columns as the columns (attributes and metrics) in the default SQL query.

Some stored procedures require input parameters. You can enter a value as the input parameter or use a global variable as the input parameter. If you use a global variable, you can create a prompt for the global variable. A prompt allows the user to select the global variable when displaying the report.

Data Analyzer does not validate the stored procedures. You must use correct syntax in the stored procedure and ensure that it returns the correct output.

Reports with time settings use data from time dimension tables. When defining a time dimension table if the system administrator set the value of Today using the SQL option, you cannot use a stored procedure in the SQL query for the report.

Note: Use stored procedures that are in the same data warehouse as the metrics and attributes in the report. For an SQL Server database, Data Analyzer displays stored procedures created by the user name that Data Analyzer uses to connect to the database. This user name is defined in the data source properties. For an Oracle database, Data Analyzer displays all stored procedures in the database. Contact the database administrator for information regarding the stored procedures you can use.

To use a stored procedure in the edited SQL query:

1. From the Edit SQL page, click Use Stored Procedure.

The Use Stored Procedure window appears.

2. Select a stored procedure.

3. If the stored procedure requires input parameters, enter the input parameter values.

-or-

To manually enter a global variable name as the input parameter, type the global variable name enclosed in dollar signs.

-or-

To select a global variable as the input parameter, click Select Global Variable as Value.

The Select a Global Variable window appears with the list of all global variables defined in the repository. Select the global variable to use as the input parameter.

162 Chapter 14: Running a Report

The global variable displays as the value for the input parameter.

4. Click Apply.

Using SQL HintsWhen you run a report, Data Analyzer executes the SQL query for a report in the fastest, most efficient way. If you use an Oracle, DB2, or SQL Server database as a data source, you can add SQL hints to the SQL query for a report. You can also modify SQL hints you added to the SQL query. An SQL hint is a piece of code that tells the database to alter the execution path chosen by Data Analyzer.

You can add separate SQL hints for each SQL statement in the report. You cannot add SQL hints for ranking SQL statements.

Use SQL hints if you are proficient in SQL. You must know the correct syntax for using the SQL hints. For example, if the SQL syntax for your database requires the SQL hint to be enclosed within certain delimiters, you must type the delimiter symbols. Data Analyzer does not add delimiters. For the Oracle database, if you want the database to access a table by ROWID, add an SQL hint as follows:

/*+ ROWID(Products) */

After you add an SQL hint, the SQL hint appears on the View Query page of the Create Report Wizard. When you run the report, Data Analyzer inserts the hint after the SELECT keyword in the SQL query for Oracle and DB2 databases. For the SQL Server database, Data Analyzer inserts the hint after the FROM clause of the SQL query.

For example, the following SQL query tells the Oracle database to use index on the table for which the alias is prod:

SELECT /*+ INDEX(prod) */ prod.product_idFROM products prodWHERE prod.entity_name IN('GROUPS_ALL','ITEM_PRICES_ALL')

If a report uses edited SQL, you cannot add SQL hints to the query. If the SQL query already included SQL hints and you edit the SQL, the edited SQL overrides the SQL hints. Data Analyzer does not remove the SQL hints, but ignores them when you run the report.

If you revert to the default SQL query for the report, Data Analyzer uses the SQL hints when you run the report. When you revert to the default SQL, you can add or modify SQL hints in the SQL query.

You cannot use SQL hints in reports with prompts.

To use an SQL hint in the SQL query for a report:

1. From the Create Report Wizard, click View Query.

The View Query page appears.

2. Click Edit SQL Hint.

A text box for adding or modifying the SQL hint appears. If you are adding a hint, the text box is empty.

You can add more than one SQL hint for each SQL statement.

3. Add or modify the SQL hint.

4. Click OK.

Using SQL Hints 163

The SQL hint appears on the View Query page.

When you run the report, Data Analyzer inserts the hint at the appropriate place in the SQL query.

5. To save the report, click Save.

Saving a ReportWhen you save the report, you specify the report type as cached or on-demand.

You can save reports with prompts as on-demand reports.

You can save a new report from the Create Report Wizard or Analyze tab. You can also save an existing report as a new report.

When you save a report, Data Analyzer prompts you to enter values for the following report properties:

♦ Comments

♦ Description

♦ Keywords

♦ Category

♦ Department

♦ Query governing

If you entered values for these properties in Step 5 of the Create Report Wizard or on the Properties tab of the Create Composite Report Wizard, Data Analyzer populates the fields with those values.

To save a report:

1. On the Create Report Wizard or Create Composite Wizard, click Save.

-or-

On the Analyze tab, click Save.

The Save window appears.

Note: The Save window displays options to configure report settings and properties the first time you save a report. Subsequent saves do not display these settings and properties.

2. If the report has any analytic workflows associated with it, select Retain Analytic Workflows to save the analytic workflows with the report.

3. Enter a name for the report in the Report Name field.

Maximum length is 255 characters. The report name can include any character except a space, tab, newline character, and the following special characters: / \ : * ? “ < > | [ ]

4. Select the report update setting:

♦ On-demand

♦ Cached

5. If you choose Cached for the report update setting, select a schedule for the report from the schedule list.

If you choose Cached for the report update setting, select the following security settings:

♦ Apply user-based security

♦ Apply provider-based security

For more information about user-based and provider-based security, see “Defining Report Properties” on page 123.

6. Click Select Folder to select a location to save the report.

164 Chapter 14: Running a Report

The Select Folder window appears. In the Select Folder window, navigate to the location you want to save the report, and click OK.

7. Enter the following report properties:

8. Click More Options to display additional options for saving the report.

9. Enter the following report properties:

10. Click OK.

Property Description

Comments Comments for the report. Maximum length is 65,535 characters.

Description Description for the report.

Keywords Keywords associated with the report.

Property Description

Category Category you want to associate with the report.

Department Department you want to associate with the report

Query Governing The time limit on each query for the report, the time limit for processing the report, and the maximum number of rows returned.

Saving a Report 165

166 Chapter 14: Running a Report

C H A P T E R 1 5

Analyzing a Report

This chapter includes the following topics:

♦ Overview, 167

♦ Saving an Existing Report as a New Report, 168

♦ Editing a Report, 170

♦ Highlighting Metric Values, 171

♦ Drilling into a Report, 178

♦ Using Analytic Workflows, 184

♦ Adding a Related Link, 187

♦ Viewing Help Glossary Descriptions, 187

♦ Changing the Data Display, 188

♦ Accessing Data Lineage for a Metric or Attribute, 191

OverviewFrom the Analyze tab, you can view report data. You can also modify the report data and customize the display of the report.

Report Level TasksYou can complete the following tasks on the Analyze tab:

♦ Display a report on the View tab. Click Display on View to display a report on the View tab.

♦ Add a report to your personal dashboard. Click Add to Dashboard to add a report to a container on your personal dashboard. You can add a report to one container only.

♦ Save a report.

♦ Save an existing report as a new report.

♦ Undo changes to a report. Click the Revert link to go back to the previously saved version of the report.

♦ Display a report as a PivotTable.

♦ Edit a report. You can also edit a report from the View tab.

You can also complete the following tasks to exchange report information with other users:

♦ Print a report.

167

♦ Export a report.

♦ Email a report.

♦ Add discussion comments on a report.

♦ Provide feedback on a report.

Data Level TasksYou can complete the following tasks on the Analyze tab to customize report data:

♦ Add time settings to a report.

♦ Create report alerts for a report.

♦ Create indicators for a report.

♦ Highlight metric values. You can highlight metric values to identify important data, trends, and patterns at a glance.

♦ Add or delete a filter. You can set attribute or metric filters on the data.

♦ Create filtersets.

♦ Add or remove metrics or attributes. You can add metrics to a report or remove metrics from a report. You can add attributes to a report or remove attributes from a report.

♦ Display charts in a report. You can display the report chart on the Analyze tab. You can change the type of chart you want to display on the Analyze tab.

♦ Drill into a report. You can drill into a report to display other attributes or metrics related to the current report.

♦ Use workflows to analyze report data. You can analyze report data by using analytic workflows associated with the report. Analytic workflows allows you to examine enterprise data and business processes from different perspectives.

♦ Add links to related reports, shared documents, and dashboards. You can create links to related reports, shared documents, and dashboards. These links can provide the users quick access to important, related information.

♦ Add calculations to the report. You can add basic and custom calculations to a report.

♦ View the SQL query for a report.

♦ View help glossary definitions. You can view descriptions of the attributes and metrics of the report.

♦ Change the visual display of a report.

♦ Access data lineage for metric and attributes. You can view data lineage for the metrics and attributes of a report.

Saving an Existing Report as a New ReportFrom the Analyze tab, you can save an existing report as a new report. You might want to save an existing report as a new report when you want to edit a report but do not have write permission on the report.

When you save the report, you specify the report type as on-demand or cached.

When you save an existing report as a new report, you become the owner of this new report with write permission on the report. You can save a report with a new name in a different location. You can also save an on-demand report as a cached report, or a cached report as an on-demand report. You cannot save an on-demand report with prompts as a cached report.

Once you save an existing report as a new report, you can change the comments, descriptions, and keywords associated with the report. You can also select the category, department, and query governing settings for the report.

168 Chapter 15: Analyzing a Report

When you save an existing report as a new report, Data Analyzer does not save the following objects associated with the report. You must create these objects in the new report:

♦ Alerts

♦ Indicators

♦ Highlighting rules

♦ Related reports and documents

To save an existing report as a new report:

1. Display the report on the Analyze tab.

-or-

Edit the report.

If you edit a report, the report appears on the Create Report Wizard.

2. Click Save As.

The Save As window appears.

3. Enter a name for the report in the Report Name field.

Maximum length for the report name is 255 characters. The report name can include any character except a space, tab, newline character, and the following special characters:

/ \ : * ? “ < > | [ ]

4. If the report has any analytic workflows associated with it, select Retain Analytic Workflows to save the analytic workflows with the report.

5. Select the report update setting:

♦ On-demand

♦ Cached

6. If you choose Cached for the report update setting, select a schedule for the report from the schedule list.

If you choose Cached for the report update setting, select the security setting:

♦ Apply user-based security

♦ Apply provider-based security

7. Click Select Folder to select a location to save the report.

The Select Folder window appears.

8. In the Select Folder dialog box, navigate to the location you want to save the report.

Click OK to close the Select Folder window.

9. Enter the following information for the report:

10. Click More Options to display additional options for saving the report.

Property Description

Comments Comments for the report. Maximum length is 65,535 characters.

Description Description for the report. The description for the report displays on the Find tab. You can search for a report based on the description associated with the report. Maximum length is 255 characters.

Keywords Keywords associated with the report. You can search for a report based on the keywords associated with the report. By default, this field contains the metrics and attributes of the report enclosed in square brackets ([]). You can add other keywords that might be more meaningful to the users of the report. Use commas to separate keywords. You do not have to enclose the keywords in square brackets. Maximum length is 255 characters.

Saving an Existing Report as a New Report 169

11. Enter the following information:

12. Click OK.

Data Analyzer saves the report to the repository.

Editing a ReportYou can edit a report from the Analyze tab, View tab, or Find tab. When you edit a report, the report appears on the Create Report Wizard.

If you edit a cached report, Data Analyzer accesses the data warehouse to retrieve current data. When you save the edited report, Data Analyzer prepares a new cache for the report.

When you edit a report that has an indicator, you must be careful when deleting or hiding any metrics or attributes that were used to create the indicator. Data Analyzer invalidates indicators in the following situations:

♦ The indicator is value based and you hide or delete a metric or attribute.

♦ The indicator is position based and you hide or delete a metric.

♦ The indicator is based on a report with metrics only and you hide or delete a metric.

Data Analyzer does not invalidate indicators in the following situations:

♦ The indicator is position based and you hide or delete an attribute.

♦ The indicator is based on a report containing filters and you delete the filters.

♦ The indicator is based on a report with attributes only and you hide or delete an attribute.

On the dashboard, Data Analyzer displays invalid indicators with a warning icon next to the indicator name.

To edit a report:

1. On the Analyze tab or View tab, click Edit.

-or-

On the Find tab, click the report you want to edit, and click Edit in the Details task area.

The report appears on the Create Report Wizard.

2. Make the necessary changes.

For reports with modified SQL statements, you can only edit the SQL query for the report.

3. To display the report on the Analyze tab, click Display on Analyze.

To display the report on the View tab, click Display on View.

Tip: If you want to return to the Create Report Wizard, use the Edit button. Do not use the Back button of your browser. If you use the Back button of your browser, you lose the changes.

Property Description

Category Category you want to associate with the report.

Department Department you want to associate with the report.

Query Governing The time limit on each query for the report, the time limit for processing the report, and the maximum number of rows returned. The query governing setting you specify here overrides the group, user, and system query governing settings. If you do not specify query governing settings at the report level, Data Analyzer uses query governing settings you specify in your user profile.

170 Chapter 15: Analyzing a Report

4. Click Save.

You can also save the modified report as a new report.

Highlighting Metric ValuesUse colors, text, or symbols to highlight metric values in a report table. Highlighting, also called exception highlighting or traffic lighting, can quickly draw attention to critical data in a report or to pinpoint problem areas. This is useful in reports with multiple metrics or many rows of data.

You can highlight values in an on-demand, cached, or real-time report by creating highlighting rules. You can create a highlighting rule for any numeric metric or calculation in the report.

You can create several ranges and choose different formats for highlighting. Data Analyzer provides default colors and allows you to enter custom colors. You can also associate text with different ranges, such as “low volume.” You can create personal highlighting rules or rules that are available to anyone who opens the report. After you create a highlighting rule, Data Analyzer highlights the values in the report table and displays the name of the highlighting rule in the Highlighting task area of the Analyze tab.

In a cross tabular report table or a report with time settings, Data Analyzer highlights all occurrences of the selected metric. Data Analyzer does not highlight null values.

Figure 15-1 shows an example of highlighting in a report:

When you use color to highlight metric values, Data Analyzer also displays highlighting as colored dots for bar charts, bar chart indicators, and table indicators associated with the report.

Figure 15-1. Highlighting in a Report

Highlighting Task Area

Highlighting in the Report Table

Highlighting Metric Values 171

Figure 15-2 shows how background highlighting appears in a bar chart:

You cannot modify the highlighting directly in the charts or indicators. To modify highlighting in the charts or indicators, you must modify the highlighting rule.

When you create highlighting rules, you can specify the following properties:

♦ Ranges

♦ Formats

♦ State

♦ User access

♦ Hiding metric values

Understanding RangesWhen you create a highlighting rule, you specify ranges for the values that you want to highlight. Enter ranges in ascending order. Data Analyzer highlights values in the report table that fall into the configured ranges.

For example, you can specify the ranges for the Sales Quantity highlighting rule as follows:

If the lowest Sales Quantity values start at 650 in the report table, the lowest configured range does not appear highlighted in the report table.

When you enter the ranges, enter the numeric values in the standard format of the language selected in your user profile. For example, if your language is French, you can use comma as the decimal symbol. If you do not add formatting characters, after you create the highlighting rule, Data Analyzer saves the numeric values in the standard format of your language.

Figure 15-2. Highlighting in a Bar Chart

Ranges for the values you want to highlight

172 Chapter 15: Analyzing a Report

Understanding FormatsWhen you create a highlighting rule, you select the format you want to use. The format determines how Data Analyzer highlights the values in the report table. Data Analyzer provides the following formats:

♦ Background colors

♦ Text strings

♦ Colored dots

♦ Harvey images

♦ Arrow indicators

♦ Symbols

Note: Any existing formatting in a report, such as background color, is overwritten by the format you select in the highlighting rule.

Background ColorsBackground colors appear as color bands for each highlighted value in the table. You can configure a different background color for each range you create. You can choose from several default colors. When you choose background colors, on the Internet Explorer browser, Data Analyzer displays a list of available colors and the name for each color. On the Mozilla Firefox browser, Data Analyzer displays the list of available color names.

You can also select the Custom color option and enter the HTML hexadecimal code for the color you want to use. If you select None, Data Analyzer does not highlight the values in the range.

For more information about HTML color codes, see “Hexadecimal Color Codes” in the Data Analyzer Administrator Guide.

Text StringsYou can configure text strings to label ranges. Data Analyzer displays the text string with each highlighted value in the report table. If you use the text string format with the option to hide numeric data, the text string replaces data in the report table.

Highlighting Metric Values 173

Colored DotsYou can configure colored dots to appear next to each highlighted value. Use red, green, or yellow dots to indicate high, medium, and low ranges of values.

Harvey ImagesYou can configure Harvey images to appear next to each highlighted value. Use a full dot to represent high values, a half full dot for medium values, and an empty dot for low values.

Data Analyzer displays Harvey images based on the color you select when you configure highlighting ranges.

Table 15-1 lists the color to use for each Harvey image:

Arrow IndicatorsYou can configure arrow indicators to appear next to each highlighted value. Use an up arrow to represent high values, a dash for medium values, and a down arrow for low values.

Data Analyzer displays arrow indicators based on the color you select when you configure highlighting ranges.

Table 15-2 lists the color to use for each arrow indicator:

Table 15-1. Color Representation for Harvey Images

Harvey Image Color Selection

Full dot Green

Half-full dot Yellow

Empty dot Red

Table 15-2. Color Representation for Arrow Indicators

Arrow Indicator Color Selection

Up arrow Green

Dash Yellow

Down arrow Red

174 Chapter 15: Analyzing a Report

SymbolsYou can configure symbols to appear next to each highlighted value. Use a green dot to represent high values, a yellow triangle for medium values, and a red square for low values.

Data Analyzer displays symbols based on the color you select when you configure highlighting ranges.

Table 15-3 lists the color to use for each symbol:

Understanding StateYou can set the state of a highlighting rule as active or inactive. An active highlighting rule highlights values in the report table. An inactive highlighting rule is stored in the repository, but does not highlight values in the report table. You can create multiple highlighting rules for any metric or calculation in the report. However, Data Analyzer allows only one active highlighting rule for each metric or calculation.

In the Highlighting task area on the Analyze tab, a green dot marks an active highlighting rule and a red dot marks an inactive highlighting rule.

For public highlighting rules, you can also set the default state for the highlighting rule. The default state for the rule, which can be active or inactive, applies to all Data Analyzer users. This allows you to set a different state for yourself than all the other users of a report.

Understanding User AccessWhen you create a highlighting rule, you can specify whether you want other users to view the highlighting in the report. You can specify one of the following types of user access for the highlighting rule:

♦ Public. If you specify Public for the highlighting rule, other users can view the highlighting in the report table. The highlighting rule appears in the Highlighting task area on the Analyze tab for the other users.

♦ Personal. If you specify the user access for the highlighting rule as personal, other users cannot view the highlighting in the report table. The highlighting rule does not appear in the Highlighting task area on the Analyze tab for the other users.

Hiding Metric ValuesWhen you configure highlighting rules, you can choose to hide the associated metric values. The resulting report table replaces those values with highlighting. Use this option when you want a visual representation of metrics while hiding specific values. For example, you might create a rule that highlights the stores with the best and worst sales performance.

Table 15-3. Color Representation for Symbols

Symbol Color Selection

Green dot Green

Yellow triangle Yellow

Red square Red

Highlighting Metric Values 175

Creating a Highlighting RuleTo create a public highlighting rule, you must have write permission on the report. To create a personal highlighting rule, you must have read permission on the report.

To create a highlighting rule:

1. Display the report on the Analyze tab.

2. Click the metric name for which you want to create the highlighting rule.

Data Analyzer selects the column for the metric.

3. Click the Highlighting button.

-or-

Right-click the metric name. On the shortcut menu, click Create Highlight.

Data Analyzer displays the Highlighting tab.

4. Enter a name for the highlighting rule.

This name appears in the Highlighting task area on the Analyze tab. Maximum length is 255 characters.

Note: The Specify Highlighting Rule section lists the metric or calculation to highlight. To use a different metric or calculation click Cancel, and select the appropriate metric or calculation from the report table.

5. From the Show list, select the number of ranges you want to highlight.

6. Specify the values for each ranges you want to highlight.

Ranges must be in the ascending order.

7. Select a highlighting format and configure a highlight option for each range.

When using background colors, you can enter a HTML color code to use a custom color.

When you choose background colors, on the Internet Explorer browser, Data Analyzer displays a list of available colors and the name for each color. On the Mozilla Firefox browser, Data Analyzer displays the list of available color names.

Highlighting button

176 Chapter 15: Analyzing a Report

8. Enter the following information:

9. Click OK.

The highlighting rule appears in the Highlighting task area on the Analyze tab. The highlighting appears in the report table.

Note: After you highlight a metric, the metric values might appear cropped in the report table. Manually resize the metric column in the report table to display the values properly.

Editing a Highlighting RuleUse the following procedure to edit a highlighting rule.

To edit a highlighting rule:

1. Display the report on the Analyze tab.

2. To change the state of a highlighting rule, right-click the highlighting rule name.

Property Description

Set Highlighting State Select one of the following options to set the state of the highlighting rule:- Active- InactiveDefault is Active.

More Options Click to display additional fields for the highlighting rule.

Set Default State of Rule (for All Users) As

Select one of the following options to set the state of the highlighting rule for all users:- Active- InactiveDefault is Active.

Set Highlighting Rule As Select one of the following options to set user access for the highlighting:- Public- PersonalDefault is Public.

Show Only Highlighting in the Table and Hide Numeric Data

Select to display only highlighting in the table. By default, both highlighting and numeric data appear in the report table.

Apply Highlighting Rule on All Occurrences of Selected Metric in the Report

This option displays for reports with cross tabular and sectional report tables. By default, Data Analyzer highlights all occurrences of the selected metric in the report table. Clear the check box to highlight one occurrence of the selected metric.

Highlighting Metric Values 177

A shortcut menu appears.

On the shortcut menu, click Inactivate to disable an active highlighting rule or click Activate to enable an inactive highlighting rule.

3. To modify any aspect of the highlighting rule, in the Highlighting task area, click the highlighting rule name.

Data Analyzer displays the Highlighting tab.

On the Highlighting tab, make the necessary changes.

4. Click OK.

Deleting a Highlighting RuleWhen you delete a highlighting rule, Data Analyzer removes the highlighting from the report table and deletes the highlighting rule name from the Highlighting task area.

To delete a highlighting rule:

1. Display the report on the Analyze tab.

2. Right-click the highlighting rule name. On the shortcut menu, click Delete.

-or-

In the Highlighting task area, click the highlighting rule name.

3. Click Delete.

Data Analyzer deletes the highlighting from the report table and the highlighting rule name from the Highlighting task area.

Drilling into a ReportFrom the Analyze tab, you can drill into a report to see more details about the report data. When you drill into a report, you select attribute values for the drill. Data Analyzer uses these attribute values as a drill filter. The drill filter determines the data you see in the drill results. You can select more than one attribute value for the drill.

You can select multiple attribute values in one of the following ways:

Shortcut menu

178 Chapter 15: Analyzing a Report

♦ Select multiple attribute values in the report table.

♦ Click a metric value to select all associated attribute values.

♦ Click an attribute name to select all attribute values.

After you create the drill filter, you select the additional attributes you want to see in the report.

Drilling into a report allows you to filter attribute values and see additional attributes in a report. You select the additional attributes from a predefined drill path. The drill path lists the attributes that you can select to display in the report. You can select an attribute higher or lower in the drill path hierarchy than the current attribute in the report.

The system administrator creates drill paths. The system administrator can configure a primary drill path for an attribute. The primary drill path allows you to follow a standard path of inquiry for the attribute. All other related drill paths appear in the report as secondary drill paths. Data Analyzer displays both primary and secondary drill paths for all attributes in a report.

You can also drill anywhere in a report to add any available attribute or metric to the report. You can drill on the charts in a report. You can drill into any type of bar, line, or pie chart to see more details about the report data.

ExampleA report Category Sales by Quarter lists the dollar values of amount sold for each product category.

Figure 15-3 shows a sample report you might want to drill:

To find out why the amount sold for Women is below expectation, you drill into the report, selecting the Women attribute value as the drill filter. The report displays the product subcategories for the Women category.

Data Analyzer adds the drill filter to the Filters area on the Analyze tab. The Filters area continues to display any existing attribute filters, metrics filters, or rankings in the report.

Figure 15-3. Sample Report for Drilling

Drill ing into a Report 179

Figure 15-4 shows the report results after you drill based on the Women attribute value:

Drilling reveals that the amount sold for the product subcategory Trousers - Women accounts for much of the negative growth for the Women category.

To find out the regions where women’s trousers are sold, you can drill using the Trousers - Women attribute value. After you drill, you find three regions sell women’s trousers and the Americas region performs poorly. To discover why, you can drill further into the report to find region and product details.

Figure 15-5 shows the report after you drill into the report based on the Trousers - Women attribute value:

Results of DrillingYou can select a single attribute value, multiple attribute values, or an attribute name to include all attribute values as the drill filter. You can drill up or down in the drill path. After you drill, the report continues to display the attribute you selected for the drill filter.

Note: If you select an attribute name and drill up, after you drill, the report does not display the attribute you selected for the drill filter. To display this attribute in the report, use the Add tab to add it to the report.

Figure 15-4. Drilling into a Report

Figure 15-5. Drilling Further into the Report

Drill filter added to the report.

Drill path in the report.

180 Chapter 15: Analyzing a Report

Data Analyzer displays the current drill path for the report above the report table. Each link in the drill path represents the results of a drill. The link text displays the attributes you select for the drill. For example, if you select a Division attribute value in the report and select Group attribute in the drill path, Data Analyzer displays the following link text:

Division to Group

If you drill into a report when no drill paths are defined, the drill results display only the attribute values you selected for the drill filter. To get meaningful results from drilling into a report, the system administrator must define drill paths for the attributes.

If you drill into a report when no drill paths are defined, Data Analyzer displays the following link text in the drill path:

Filtered on <attribute_name>

In this text, attribute_name is the attribute you select in the report.

Do not use CLOB values when drilling. Data Analyzer enables the Drill button only when non-CLOB values are selected. Data Analyzer also does not use CLOB data in drill filters.

You cannot create an indicator, alert, or highlighting rule in an unsaved report in the drill results. If you save the report, you can create indicators, alerts, and highlighting rules.

Steps for Drilling into a ReportData Analyzer does not save the drill filters with the report. After you drill into a report, you can save the drill filters with the report.

To drill into a report:

1. Display the report the Analyze tab.

2. Select the attribute value for the drill.

You can select more than one attribute value for the drill filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values.

You can also click a metric value to select all associated attribute values.

To select all attribute values for an attribute, click the attribute name.

Note: In a report with time settings, you can select a time period or granularity to change the granularity in the report.

Do not select CLOB attribute values. Data Analyzer enables the Drill button only when non-CLOB values are selected.

Data Analyzer does not include CLOB data in drill filters.

3. Click Drill.

Data Analyzer displays the available drill paths on the Drill tab.

-or-

In the report table, right-click the selected values, and click Drill to view available drill paths.

You can select those attributes from the available drill paths that are not part of the report.

Each attribute can have one primary drill path and multiple secondary drill paths. The primary drill path allows you to follow a standard path of inquiry for the attribute. The Data Analyzer system administrator configures these drill paths. If no drill paths exist for the selected attribute, the Drill tab appears with no drill paths.

Tip: To view a description of the drill path, hold the pointer over the information (i) icon.

4. From the available drill paths, select the attribute you want to display in the report.

Drill ing into a Report 181

For example, if the report currently displays the Product Category attribute, you can select the Product attribute to display the customers for the selected category.

5. Click Drill.

The report appears with the selected attribute. The data in the report depends on the attribute values you selected for the drill filter.

To drill further into the report, repeat steps 2 to 5.

6. To go back to a previous drill result, click the drill result link in the current drill path.

To go back to the original report, click the Original Table link in the current drill path.

Changing Granularity of a Report with Time SettingsWhen you display a report with time settings on the Analyze tab, you can drill into the report to change the granularity for the time period in the report. If the report does not display any granularity, you can drill into the report to add granularity for a time period. Data Analyzer displays those granularity options that the system administrator has configured.

Data Analyzer does not save the drill filters with the report. After you drill into a report, you can save the drill filters with the report.

To drill into a report to change granularity:

1. Display the report the Analyze tab.

2. In the report table, right-click a granularity value or a time period value.

3. Click Change Granularity to view available granularity options.

You can select those granularity options that are not part of the report.

4. From the available granularity options, select the granularity you want to display in the report.

Data Analyzer displays the drill results.

If you selected a granularity value in step 2, the drill result displays data for that granularity value. If you selected a time period value in step 2, the drill result displays all granularity values in that time period.

To drill further into the report, repeat steps 2 to 4.

5. To go back to a previous drill result, click the drill result link in the current drill path.

To go back to the original report, click the Original Table link in the current drill path.

Drilling Anywhere in the ReportDrilling anywhere allows you to add attributes and metrics that are not part of the report. You can also add time settings and filters to the report.

To drill anywhere in a report:

1. Open the report you want to drill into.

The report appears on the Analyze tab.

2. Select the attribute value for the drill.

You can select more than one attribute value for the drill filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values.

You can also click a metric value to select all associated attribute values.

To select all attribute values for an attribute, click the attribute name.

Do not select CLOB values. Data Analyzer enables the Drill button only when non-CLOB values are selected.

182 Chapter 15: Analyzing a Report

Data Analyzer does not include CLOB values in drill filters.

3. Click Drill. On the Drill tab, click Drill Anywhere.

-or-

In the report table, right-click the selected values, and click Drill Anywhere.

Data Analyzer displays the report on the Create Report Wizard.

4. Modify the report.

5. Click Display on Analyze.

The report appears on the Analyze tab according to the selected drill filters.

Drilling into a Report ChartDrilling into a report chart is similar to drilling into a report table. However, when you drill on a report chart, you can only use the primary drill path to drill into the report. You can drill up or drill down the primary drill path.

If the report does not have a primary drill path, Data Analyzer uses the selected attribute values as the drill filter. To get meaningful results from drilling into a report, the system administrator must define primary drill paths for the attributes.

After you drill into a report, Data Analyzer displays a report table and a report chart with the data from the drill result.

You must enable interactive charts and indicators before you can drill into a report chart.

Note: You cannot drill into the Others section in a pie or pareto chart.

To drill into report charts:

1. Open the report to drill into.

The report and report chart display on the Analyze tab.

2. In the report chart, select the bars, lines, or pie sections for the drill.

Shift-click to select multiple bars, lines, or pie chart sections.

3. Right-click the selected bars, lines, or pie chart sections.

Data Analyzer displays a shortcut menu.

4. To drill up in the primary drill path, click Drill Up (Primary Drill Path). Data Analyzer drills up to the next attribute in the primary drill path.

-or-

To drill down in the primary drill path, click Drill Down (Primary Drill Path). Data Analyzer drills down to the next attribute in the primary drill path.

If the report does not have a primary drill path, Data Analyzer uses the selected attribute values to filter the report, unless you selected a CLOB attribute. Data Analyzer also disregards CLOB data in drill filters.

Drill ing into a Report 183

Data Analyzer displays the drill results in the report table and the report chart.

5. To go back to the original report, click the Original Table link in the drill path.

Using Analytic WorkflowsUse analytic workflows to change the perspective of a cached or on-demand report by linking it to other attributes and metrics. The first report in the analytic workflow is the primary report, which contains data you want to analyze. The workflow reports are the subsequent reports in the analytic workflow that enable you to change the scope of the data in the primary report. The primary report can be an on-demand or cached report. The workflow reports are always on-demand reports.

Before you view any report in the workflow, you can create an analysis filter by selecting attribute values from the previous report in the workflow. You can select a single attribute value or multiple attribute values. The analysis filter determines the data you see in the subsequent report. If you do not create an analysis filter, Data Analyzer displays data for all attribute values.

Data Analyzer does not include CLOB values in analysis filters. If you select CLOB values for use with analysis filters, Data Analyzer ignores those values when generating the analysis filter for the workflow report.

Within a branch in the workflow, Data Analyzer carries forward all analysis filters to the subsequent reports. If you jump to a different branch in the workflow, Data Analyzer carries forward only those filters that were created in the parent report.

The analysis filter is valid for your current analysis only. Data Analyzer does not save the analysis filter with the report.

You can also use report links to navigate through a workflow. Report links allow you to jump from one report to any subsequent report in the workflow based on configured conditions.

For reports with rankings, if you do not select any attribute values, Data Analyzer uses the rankings in the subsequent workflow reports. If you select attribute values for an analysis filter, depending on how the report is set up, Data Analyzer may or may not use rankings. By default, Data Analyzer does not use the rankings in the subsequent workflow reports. However, when you create the workflow report, you can set up the report such that Data Analyzer always uses rankings.

When you view a workflow report, Data Analyzer might prompt you to select values you want to display in the report.

You can create indicators, alerts, and highlighting rules for a workflow report. You can also perform other data-level tasks on a workflow report.

Drill path

184 Chapter 15: Analyzing a Report

You can complete the following report-level tasks on a workflow report:

♦ Save the report.

♦ Save the report as a standalone report.

♦ Revert to the saved version of the report.

♦ Print the report.

♦ Export the report to another format.

♦ Edit the report.

When you save a workflow report as a standalone report, you can choose to retain the analytic workflow with the report. If you retain the analytic workflow with the report, Data Analyzer retains any subsequent reports in the analytic workflow only.

On the Analyze tab, you can display the analytic workflows in one of the following modes:

♦ Global view. Data Analyzer displays a diagram of all analytic workflows associated with the report. The diagram includes the names of all workflow reports. If a report has gauges with values within the gauge bands or unread triggered alerts, Data Analyzer displays icons for those next to the report name.

♦ Detail view. Data Analyzer displays details of the current analytic workflow. Data Analyzer displays comments about each report under the report name on the Workflows tab.

You can also edit an analytic workflow on the Analyze tab.

To use an analytic workflow in a report:

1. Display the report on the Analyze tab.

If the report has associated workflows, the Workflows button appears with a plus (+) symbol.

2. Click the attribute value you want to use as the analysis filter.

You can select more than one attribute value for the analysis filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values.

Data Analyzer does not include CLOB values in analysis filters.

3. Right-click the attribute values, and click the workflow report name you want to use.

-or-

Click the Workflows button, and click the workflow report you want to use.

Workflows button. The plus symbol indicates that the report has associated workflows.

Attribute value for the analysis filter.

Using Analyt ic Workflows 185

Data Analyzer displays the workflow report. The Workflows tab displays the workflows associated with the report.

The analysis filter appears in the Filters task area. In the Workflows tab, Data Analyzer highlights the current report.

Note: For reports with time settings, Data Analyzer does not display the analysis filter. You can view the time settings on the Time tab.

By default, Data Analyzer displays the global view of the workflows. Data Analyzer highlights the current report in the workflow.

To view comments about a report in the analytic workflow, move the pointer over the report name. Data Analyzer displays comments up to 1,000 characters.

If the report has any unread triggered alerts, move the pointer over the alert notification icon to view a description of the alerts. Data Analyzer displays descriptions of up to five alerts.

If the report has any gauge indicators with values within the gauge bands, move the pointer over the gauge indicator icon to view a description of the gauge. In a report with time settings, Data Analyzer displays the time attribute system names in the description of the gauge.

To view a subsequent report in the analytic workflow, click the report name. When you navigate to subsequent workflow reports, Data Analyzer carries forward any analysis filters you created in the workflow.

To view the previous report in the analytic workflow, click the report name.

4. To display a detail view of the workflow, click Detail View.

Data Analyzer displays descriptions of the reports in the current workflow. The current report displays in black.

To display a global view of the workflow, click Global View.

5. To edit the analytic workflow, click Edit Workflow.

The workflow appears on the Create Report Wizard. Edit the workflow.

Analysis filter

Data based on the analysis filter

Alert Notification icon

186 Chapter 15: Analyzing a Report

6. To save a report in the analytic workflow as a standalone report, click the Save As link.

7. To close the Workflows tab, click Close.

Adding a Related LinkFrom the Analyze tab, you can add links to related on-demand or cached reports, shared documents, and dashboards. When you add a link to a related item, you create a link to the item in the Public Folders. The location of the item in the Public Folders does not change.

Links to related items provide users access to reports, shared documents, or dashboards that might be of interest to them. For example, you have a report that shows sales and cost figures for all the brands your organization sells. You also have a shared document that contains a description and positioning for each of these brands. You can add this shared document to a report.

When you add a link to a related report, Data Analyzer adds a link from that report to the current report.

After you add related links, Data Analyzer displays the links when you open the Links tab. On the Links tab, you can click a link to open the related report, shared document, or dashboard. Data Analyzer displays reports on the Analyze tab and dashboards on the View tab. You can also remove related links you added earlier.

To add a related link in a report:

1. Display the report on the Analyze tab.

2. Click Links.

The links tab displays any related links you added to the report.

3. Click Add.

The All Related Links window displays a list of folders, reports, shared documents, and dashboards in the Public Folders. The list does not include the reports or shared documents that you added to the report as related reports or shared documents.

4. Click the report, shared document, or dashboard you want to add a link to.

The report, shared document, or dashboard appears in the Selected Items area. You can add more than one report, shared document, or dashboard.

To remove a selected item, click the item name, and click the Remove button.

5. Click OK.

The report, shared document, or dashboard name appears in the Links tab.

6. Click Close.

Viewing Help Glossary DescriptionsFrom the Analyze tab, you can view help glossary descriptions, which are descriptions of the report attributes and metrics. These descriptions reside in the help glossary within the repository. The system administrator creates help glossary descriptions.

Adding a Related Link 187

To view help glossary descriptions:

1. Display the report on the Analyze tab.

2. Click the Glossary button.

If the system administrator has created help glossary descriptions, Data Analyzer displays the help glossary descriptions of the metrics and attributes of the report.

3. Click Close to close the Glossary.

Changing the Data DisplayYou can change the display of the report data. You can complete the following tasks to change the data display:

♦ Sort a report table.

♦ Pivot a report table.

♦ Display metric totals.

♦ Hide the report table.

Figure 15-6 shows a report table on the Analyze tab:

Sorting a Report TableUse the Sort buttons at the top of each column in the report table to sort report data. You can move metrics or attributes side-to-side in the report table. Attributes always appear to the left of metrics in the report table. If

Figure 15-6. Report Table

Click to display help glossary descriptions.

Report table

188 Chapter 15: Analyzing a Report

the size of the report table is too big to fit in the browser window, Data Analyzer displays scroll bars for the table.

You can remove metrics or attributes from the report table. You can also minimize a column or resize a column in the report table.

Figure 15-7 shows the buttons on the report table you can use to sort, move, or remove attributes and metrics:

Once you sort a column in the report table, the Sort button appears in bold text.

Note: You can also sort, move, or remove attributes and metrics from the Create Report Wizard.

Pivoting a Report TableWhen you pivot a report table, you switch the row and column headers of the report table. You can pivot a cross tabular report table. You cannot pivot a tabular report table.

For example, you have a report that displays revenue for different regions for your product groups. The report displays the Store Region attribute values as row headers and Group attribute values as column headers.

Figure 15-8 shows the report table for the report:

In this display, regions appears to be the emphasis of the report. To place the emphasis on product groups, you can pivot the report table, switching the row and column headers.

Figure 15-9 shows the pivot results:

Note: To pivot the report table, this report should not have rankings and must use the default SQL.

Do not pivot reports containing CLOB data. Data Analyzer cannot pivot CLOB columns.

Figure 15-7. Buttons on the Report Table

Figure 15-8. Cross Tabular Report Table Before Pivot

Figure 15-9. Pivot Results

Click to sort from high to low.

Click to sort from low to high.

Click to minimize column.

Drag to move column right.

Click to remove column.

Column Headers

Row Headers

Row headers

Column headers

Changing the Data Display 189

To pivot a report:

1. Display the report you want to pivot on the Analyze tab.

2. Click the Pivot Table button.

The report appears with row and column headers switched.

Displaying Metric TotalsYou can display the totals for the metric values in a report table. These totals display in the report table as column and row sums.

To display metric totals in a report table:

1. Open the report where you want to display metric totals.

The report appears on the Analyze tab.

2. Click the Show Totals button.

The report table appears with metric totals.

Pivot Table button

Show Totals button

190 Chapter 15: Analyzing a Report

In a tabular report table, Data Analyzer displays column totals. In a cross tabular report table, Data Analyzer displays row totals and column totals.

3. To hide metric totals, click the Hide Totals button.

Hiding the Report TableYou can hide the report table on the Analyze tab. You might want to hide the report table if you want to display report charts only.

To hide the report table:

1. Open the report where you want to hide the report table.

The report appears on the Analyze tab.

2. Click the Hide Table button.

The Analyze tab appears without the report table.

Accessing Data Lineage for a Metric or AttributeIf the system administrator has configured data lineage, you can access Metadata Manager data lineage for metrics and attributes on the Analyze tab. You can also access data lineage for metrics or attributes when you create a report on the Create Report Wizard.

Use data lineage to understand how data flows into a metric or attribute and how it is used. When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

Note: You can display data lineage on the Internet Explorer browser. You cannot display data lineage on the Mozilla Firefox browser.

To access data lineage for a metric or attribute on the Analyze tab:

1. Display the report on the Analyze tab.

2. In the report table, right-click the metric or attribute name for which you want to access data lineage.

A shortcut menu appears.

3. On the shortcut menu, click Data Lineage.

You can view data lineage for one metric or attribute at a time.

Hide Table button

Accessing Data Lineage for a Metric or Attribute 191

4. Click Data Lineage.

Data Analyzer connects to a Metadata Manager server, and Metadata Manager displays the data lineage for the metric or attribute in a separate browser window.

You can view details about each object in the data lineage. You can export the data lineage to an HTML, Excel, or PDF document. You can also email the data lineage to other users.

5. To disconnect from the Metadata Manager server, close the browser window.

192 Chapter 15: Analyzing a Report

C H A P T E R 1 6

Modifying a Report on the Analyze Tab

This chapter includes the following topics:

♦ Overview, 193

♦ Adding a Metric to a Report, 194

♦ Deleting a Metric from a Report, 194

♦ Adding an Attribute to a Report, 195

♦ Deleting an Attribute from a Report, 196

OverviewOn the Analyze tab, you can add metrics or attributes to a cached or on-demand report. You can also delete metrics or attributes from a cached or on-demand report.

Adding metrics or attributes to a report or removing metrics or attributes from a report allows you to change the scope of the report or add more details to the report.

Metric folders contain the metrics and attribute folders contain the attributes. The metric and attribute folders reside in the Schema Directory.

When you add a metric or an attribute to a report, Data Analyzer displays the metric and attribute folders for which you have read permission.

After you add or delete metrics or attributes, you can save the report as a new report or save the changes to the current report.

When you add a metric or an attribute to a report or delete a metric or an attribute from a report, Data Analyzer updates the charts associated with the report.

If you delete a metric from a report, Data Analyzer invalidates the alerts and indicators that are based on that metric. Data Analyzer also deletes any calculations that are based on that metric. If you add an attribute to a report, Data Analyzer invalidates all alerts and indicators in that report. You must delete an invalidated alert or indicator and create a new one.

193

Adding a Metric to a ReportOn the Analyze tab, you can add metrics from any available metrics folder to a report. Adding metrics allows you to increase the scope of the report.

Note: If the report has attributes only, you must use the Edit Report button to add metrics to the report.

To add a metric to a report on the Analyze tab:

1. Display the report on the Analyze tab.

2. Click Add.

Data Analyzer displays the metric category and attribute category lists on the Add tab.

The metric category list displays the available metric folders for the report. The metrics list displays the metrics for the selected metric folder.

3. From the metric category list, select a metric folder.

4. From the metrics list, select a metric.

5. Click Add.

The report appears with the new metric.

6. Click Save.

You can also click Save As to save a modified report as a new report.

Deleting a Metric from a ReportOn the Analyze tab, you can delete any metric from the report. If you delete a metric that is used in a custom metric, Data Analyzer deletes the custom metric also.

You can delete all metrics from a report. If you delete all metrics, the report displays as attributes only. When you delete the last metric from a report, Data Analyzer hides this metric in the report table on the Analyze tab. The metric remains in the report and in the associated SQL queries.

If a report with a cross tabular report table has only one metric, you cannot remove the metric from the report table.

Tip: If you do not want to display a metric, you can hide this metric in the report table. When you hide a metric, Data Analyzer does not display the metric in the report table on the Analyze tab. The metric remains in the report and in the associated SQL queries.

Metric category list Metrics list

194 Chapter 16: Modifying a Report on the Analyze Tab

To delete a metric from a report on the Analyze tab:

1. Display the report on the Analyze tab.

2. Click the Remove button in the column header for the metric you want to delete.

The report appears without the deleted metric.

3. If the metric is used in a custom metric, Data Analyzer prompts you to confirm that you want to delete the metric. Click OK.

The report appears without the deleted metric and any associated custom metrics.

4. Click Save.

You can also click Save As to save a modified report as a new report.

Adding an Attribute to a ReportOn the Analyze tab, you can add attributes from any available folder to a report. Adding attributes allows you to broaden the focus of the report.

Note: If the report has attributes only, you must edit the report to add attributes to the report.

To add an attribute to a report on the Analyze tab:

1. Display the report on the Analyze tab.

2. Click Add.

Data Analyzer displays the metric category and attribute category lists on the Add tab.

The attribute category list displays the available attribute folders for the report. The attributes list displays the attributes for the selected attribute folder.

Remove button in column header.

Attribute Category List Attributes List

Adding an Attribute to a Report 195

3. From the attribute category list, select an attribute folder.

4. From the attributes list, select an attribute.

5. Click Add.

The report appears with the new attribute.

6. Click Save.

You can also click Save As to save the modified report as a new report.

Deleting an Attribute from a ReportOn the Analyze tab, you can delete attributes from a report to change the scope or focus of the report.

You can delete all attributes from a report with a tabular report table. If you delete all attributes, the metrics in the report display in a single line as aggregate totals. In a report with a cross tabular report table, you cannot delete the column attributes from the report table. In a report with a sectional report table, you cannot delete section attributes from the report table.

You can edit the report to delete column attributes and section attributes.

You delete custom attributes the same way you delete any other attribute from the report. When you delete an attribute that is the base attribute for a custom attribute, Data Analyzer also deletes the custom attribute from the report.

To delete an attribute from a report on the Analyze tab:

1. Open the report on the Analyze tab.

2. Click the Remove button in the column header for the attribute you want to delete.

The report appears without the deleted attribute.

3. Click Save.

You can also click Save As to save the modified report as a new report.

Remove button in column header.

196 Chapter 16: Modifying a Report on the Analyze Tab

C H A P T E R 1 7

Adding Calculations to a Report

This chapter includes the following topics:

♦ Overview, 197

♦ Adding Basic Metric and Aggregate Calculations, 199

♦ Working with Custom Metrics, 203

♦ Working with Custom Aggregates, 211

OverviewYou can display calculations in cached and on-demand reports. Calculations allow you to increase the efficacy of a report by displaying information that is critical for the report users. You can perform simple calculations, such as displaying the total of all metric values, or complex calculations, such as calculating the geometric mean for a specific set of values in a column.

You can add the following types of calculations to a cached or on-demand report from the Create Report Wizard or the Analyze tab:

♦ Basic metrics and aggregates. Basic metric and aggregate calculations are certain predefined calculations that you can add to the report. You can add basic metric and aggregate calculations for numeric metrics and attributes in a report.

♦ Custom metrics. You can set up a mathematical expression to create custom metrics for a report.

♦ Custom aggregates. You can set up a mathematical expression to create custom aggregates for a report.

You can create calculations on metrics and numeric attributes in the report.

Layout-Dependent Metric CalculationsA layout-dependent metric calculation is a calculation that you perform on a row, column, or section in the report table. A layout-dependent metric calculation can be a basic metric calculation or a custom metric calculation. Predefined basic metric calculations like percentage, running total, and running average are all layout dependent.

Custom metric calculations that are based on an aggregate function and use a layout keyword in the Context argument of the function are also layout dependent. For example, if you create a custom metric, Percent Sales, by dividing each sales value by the total sales in a column, the metric calculation is layout dependent.

Note: You cannot create filters or rankings on a layout-dependent metric calculation.

197

SubtotalsWhen you add a basic aggregate or custom aggregate calculation, you can create subtotals for the calculation. For example, a report includes the Category and Brand attributes. Each brand belongs to one of two categories. Use the Subtotals option to display the total sales for each category.

Figure 17-1 displays subtotals in a report table:

Subtotals are meaningful in reports that have more than one attribute. For reports with time settings, subtotals are meaningful if the time setting includes granularity.

If there are multiple attributes in the report, Data Analyzer calculates the subtotals based on the sorted attributes only. For example, there are five attributes in a report: A1, A2, A3, A4, A5. You sort A1, A3, and A5. If you display subtotals for A3, Data Analyzer calculates the subtotals when the values of A1 or A3 change. If you display subtotals for A5, Data Analyzer calculates the subtotals when the values of A1, A3, or A5 change.

Data Analyzer does not use the unsorted attributes as the context for calculating subtotals. In the preceding example, if you sort A4 only and display subtotals for A4, Data Analyzer does not use A1, A2, or A3 as the context for calculating subtotals.

After you add subtotals, if you sort the report based on another attribute, Data Analyzer removes the subtotals from the report.

When you delete an attribute from a report, Data Analyzer deletes any subtotals based on that attribute.

Note: You cannot create alerts, indicators, and highlighting rules on subtotal cells.

Calculations in Cross Tabular Report TablesWhen you add an aggregate calculation for rows and columns in a cross tabular report table, Data Analyzer displays a grand aggregate in the report. The grand aggregate is the cell at the intersection of the row calculation and column calculation in the report table. Data Analyzer calculates the value of the grand aggregate using all the values in the cross tabular report table. For example, if you add the Sum calculation for rows and columns, the grand aggregate is the sum of all metric values in the report table. Similarly, for the Count calculation for rows and columns, the grand aggregate is the total number of metric values in the report table.

When you add different aggregate calculations for rows and columns, Data Analyzer displays a blank cell at the intersection of the row and column calculation.

In cross tabular report tables, you cannot create basic or custom aggregate calculations for numeric attributes. You cannot create calculations for a column attribute if there are no row attributes in the report.

Calculations in Sectional Report TablesWhen you add a layout-dependent metric calculation to a report with a sectional report table, Data Analyzer recalculates the metric values for each section in the report. Data Analyzer does not display the calculation in the Summary section or Grand Totals section of the sectional report table.

Figure 17-1. Displaying Subtotals in a Report Table

Subtotal for the Book Division

Total revenuesSubtotal for the Movies division

198 Chapter 17: Adding Calculations to a Report

If you have Growth, Percent Growth, and Percent Change in Growth basic metric calculations in the report table, in the Summary section and Grand Totals section, Data Analyzer displays no growth values for the first column.

Adding Basic Metric and Aggregate CalculationsUse basic metric and aggregate calculations as shortcuts to quickly add commonly used calculations to reports.

Basic aggregate calculations are different than basic metric calculations. For a row or column of values, Data Analyzer performs a basic metric calculation for each value at a time. For example, if you display Percentage for a column of values, Data Analyzer displays the percentage for each value in the column. On the other hand, a basic aggregate calculation summarizes a set of values and returns a single value as the result. For example, Count is a basic aggregate calculation that returns the total number of metric values in a column.

Figure 17-2 shows examples of basic metric and aggregate calculations:

When you add a basic metric or aggregate calculation, you can choose how you want the calculated values to display in the report. For tabular report tables, you can perform the calculation on columns in the report table. The calculated values display in a column. For cross tabular report tables, you can perform the calculation on rows and columns in the report table. The calculated values display in a row or column.

In the above example, the Max and Running Total calculations appears for the Dollar Sales column. Data Analyzer adds new columns for the Running Total basic metric calculation. Since the Max calculation is performed for the Dollar Sales columns only, for the Running Total columns, Data Analyzer displays null values for the last row in the report table.

Basic Metric Calculations for All ReportsData Analyzer treats a basic metric calculation as a metric in the report. You can complete the following tasks on calculated values:

♦ Plot the calculated values as charts.

♦ Set alerts on the calculated values.

♦ Highlight the calculated values.

♦ Change display settings, fonts, and formats.

♦ Change the position of the calculation in the report table or delete the calculation from the report table.

You can add the following basic metric calculations to any report:

♦ Percent Contribution. Use the Percent Contribution calculation to display metric values as percentages in the report table.

Figure 17-2. Basic Metric and Aggregate Calculations in a Report Table

Max is a basic aggregate calculation.

Column Running Total is a basic metric calculation.

Adding Basic Metric and Aggregate Calculations 199

♦ Running Average. Returns the average of the current value and all previous values in a row or column. Data Analyzer starts the calculation at the beginning of a row or column and runs through the entire set of values, recalculating at each value.

♦ Running Total. Returns the cumulative sum of the current value and all previous values in a row or column. Data Analyzer starts the calculation at the beginning of a row or column and runs through the entire set of values, recalculating at each value.

Basic Metric Calculations for Reports with Time SettingsFor reports with time settings, you can choose the time period for which you want to perform a calculation. For example, you have a sales report with two time periods, current year and current month. You want to add the Growth calculation to the report. You can choose to display the growth for current year, current month, or both current year and current month.

In addition to Percentage, Running Average, and Running Total, you can add the following basic metric calculations to a report with time settings:

♦ Growth. You can display the change in data over a time period. For example, you have a report that displays the product sales for the previous quarter, with a Month by Month granularity. The report displays data for each month in the previous quarter. You can display the growth in sales over the three months in the quarter. The growth columns appear to the right of month columns in the report table. Data Analyzer does not display the Growth column for the first month, because there is no month to calculate the growth over.

♦ Percent Growth. You can display the percentage change in the data over a time period. For example, you have a report that displays product sales by quarter for the last three years. You can display the percentage change in sales over the three years. This calculation helps you identify any trends in the growth. Data Analyzer does not display the Percent Growth column for the first quarter, because there is no month to calculate the growth over.

♦ Percent Change in Growth. If you do not compare the data against another time period, you can display the percentage change in growth over a time period. For example, if the sales report displays the growth in sales over the three months in each quarter, you can display the percentage change in growth for each month. Data Analyzer does not display the Percent Change in Growth column for the first month, because there is no month to calculate the growth over.

♦ Moving Average. If you select a granularity, you can display moving averages in the report. The Moving Average calculation returns the mean (row-by-row) of a specified number of values. You must specify the number (n) for which you want to calculate the moving average. Data Analyzer performs the calculation for each group of n values at a time.

♦ Moving Total. If the time setting for a report includes granularity, you can display moving totals in the report. The Moving Total calculation returns the cumulative sum (row-by-row) of a specified number of values. You must specify the number (n) for which you want to calculate the moving total. Data Analyzer performs the calculation for each group of n values at a time.

If a report has day as the time period or granularity, you can display the day as date or number in the report table. The number represents the day number of year. Data Analyzer always performs the basic metric calculations using day numbers.

In the following cases, you cannot add Growth, Percent Growth, and Percent Change in Growth calculations to a report while comparing the data with a previous time period:

♦ The time period is a month and the granularity is Week By Week.

♦ The time period is a month and the granularity is Day By Day.

♦ The time period is a quarter and the granularity is Week By Week.

♦ The time period is a day and the granularity is Hour by Hour.

♦ The time period is For Last N Time Periods or Between Dates and you selected the Show as Single Column option.

♦ Any time period (except For Last N Time Periods and Between Dates) and you do not select any granularity or comparison options.

200 Chapter 17: Adding Calculations to a Report

Basic Aggregate CalculationsYou can add the following basic aggregate calculations to a report:

♦ Sum. Displays the sum of all metric values in a column or row.

♦ Min. Displays the minimum metric value in a column or row.

♦ Max. Displays the maximum metric value in a column or row.

♦ Average. Displays the mean of all metric values in a column or row.

♦ Count. Displays the total number of values in a row. You can perform the Count calculation for metrics and attributes in a report. When you perform the Count calculation for a metric, Data Analyzer counts all values in the row. When you perform the Count calculation for an attribute, Data Analyzer counts all unique values in the column or row.

You can perform the Count calculation for rows only. In a cross tabular report table or a sectional report table, you cannot perform the Count calculation for a column attribute or a section attribute.

For reports with time settings, you can choose the time period for which you want to perform the calculations.

Figure 17-3 shows a report with two time periods, where the Sum calculation appears for one of the two time periods:

Performing Calculations on Undefined ValuesA report might include undefined values. Undefined values are the result of a mathematical expression that does not have any meaning. For example, division by zero is undefined.

When you perform Average, Count, Min, or Max calculations on a metric containing an undefined value, Data Analyzer ignores the undefined value in the calculation. For example, if a column contains the values 10, 5, 4, undefined, and 6, Data Analyzer calculates the average of this column as:

(10 + 5 + 4 + 6) / 4

If a column contains all undefined values, Data Analyzer displays NULL as the column average.

When you perform Running Average, Running Total, Moving Average, Moving Total, Percentage, or Sum calculations on undefined values, Data Analyzer treats the undefined value as a zero. For example, if a column contains the values 10, 5, 4, undefined, and 6, Data Analyzer calculates the sum of this column as:

10 + 5 + 4 + 0 + 6

Figure 17-3. Displaying Sum Calculation in a Report with Time Settings

Sum appears for current month, but not the current year.

Adding Basic Metric and Aggregate Calculations 201

Steps for Adding Basic Metric and Aggregate CalculationsTo add basic metric and aggregate calculations to a report:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

On the Analyze tab, the Calculations tab is labeled Calc.

2. In the Add Calculations task area, select Basic Metrics and Aggregates if not already selected.

3. From the Basic Metric and Aggregate list, select the calculation you want to add.

4. From the Metrics list, select metrics for the calculation.

If you add the Count calculation, you can select metrics and attributes for the calculation.

5. For reports with time settings, select the time periods for which you want to perform the calculation.

6. From the Aggregate By list, select how you want the calculated values to display in the report. You can select one or more of the following options:

♦ Rows and Columns (displays for reports with cross tabular report tables)

♦ Rows (displays for reports with cross tabular report tables)

♦ Columns

7. If you added a basic aggregate calculation, to add subtotal calculation to the report, select Show Subtotals For, and select attributes for which you want Data Analyzer to calculate the subtotals.

For reports with time settings, you can also select the Time Attribute option for calculating subtotals. Data Analyzer displays subtotals for the time periods you selected in Step 5.

8. Click Add.

Metrics List

Aggregate By List

Basic Metric and Aggregate List

202 Chapter 17: Adding Calculations to a Report

Data Analyzer adds the basic metric or aggregate calculation to the report. The basic metric or basic aggregate calculation name appears in the Summary task area:

Note: The Summary task area displays the total number of metric and aggregate calculations in a report. The number of metric calculations includes basic metric and custom metric calculations. The number of aggregate calculations includes basic aggregate and custom aggregate calculations.

Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area.

If you add multiple calculations to the report, in the report table, the calculations display in the order in which you add them.

Deleting Basic Metric and Aggregate CalculationsSince basic metric and aggregate calculations are predefined in Data Analyzer, you cannot edit these calculations. If you want to change how you set up a calculation, first delete the calculation from the report, and add it with the changes.

To delete basic metric and aggregate calculations from a report:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

2. In the Summary task area, click the Remove button for the calculation you want to delete from the report.

Data Analyzer deletes the calculation from the report.

Working with Custom MetricsYou can create custom metrics based on metrics in a report. A custom metric contains a mathematical expression that returns a value of each row or column of data. A custom metric exists in the report where you create it. By default, Data Analyzer saves a custom metric to the repository but does not add it to the Schema Directory. You can promote a custom metric to the Schema Directory.

You can create a custom metric to perform calculations on the existing metrics in a report. For example, in a report with sales and costs, you can create a profit custom metric by subtracting costs from sales.

Basic metric calculation name

Basic aggregate calculation name

Number of metric calculations in report

Number of aggregate calculations in report

Working with Custom Metrics 203

The custom metric expression is a valid mathematical expression that calculates the value of the custom metric. You can create a custom metric expression in one of the following modes:

♦ Simple mode. In simple mode, the custom metric expression can consist of one or two metrics, numeric values, and mathematical operators.

♦ Advanced mode. In advanced mode, the custom metric expression can consist of metrics, attributes with numeric values, numeric values, mathematical operators, and functions.

Creating a Custom Metric in Simple ModeIn simple mode, you can perform calculations on one or two metrics to create a custom metric.

In simple mode, the custom metric expression consists of the following elements:

♦ First operand. The first operand is the metric that you use as the basis of the custom metric expression. You can select any metric in the report, including an existing custom metric, as the first operand.

♦ Operator. The operator is a symbol that represents a specific action. Use the + (add), - (subtract), * (multiply), / (divide), and % (as a percent of ) operators in metric expressions. For the profit custom metric, you select - (subtract) as the operator, since profit equals revenue minus cost.

♦ Second operand. The second operand is another metric in the report, a numeric attribute, or a numeric value.

The % operator allows you to calculate the value of the first operand as a percentage of the second operand. When you use % as an operator, you must select a metric as the second operator.

When you create a custom metric in simple mode, you can switch to the advanced mode at any time. You cannot use a row or column calculation in the report table for the custom metric expression.

To create a custom metric in simple mode:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

-or-

On the Analyze tab, in the report table, right-click the metric name you want to use as the first operand in the custom metric expression. On the shortcut menu, click Create Custom Metric.

The Calculations tab appears.

2. In the Add Calculations task area, select Custom Metrics if not already selected.

The Add Calculations task area displays the fields for creating custom metrics.

3. In the Name this Metric field, enter a name for the custom metric.

Maximum length is 200 characters.

4. Optionally, in the Description field, enter a description for the custom metric.

5. From the Select Operator list, select an operator for the custom metric expression.

Specify Metric List

204 Chapter 17: Adding Calculations to a Report

Depending on the operator you select, the Make Selection list displays the valid options.

6. From the Make Selection list, select the second operand for the custom metric expression.

To enter a numeric value as the second operand, select Enter a Numeric Value and enter a numeric value. Click the Expand button to view the Make Selection list.

Tip: To switch to the advanced mode, click Advanced. When you switch to the advanced mode, Data Analyzer retains the custom metric expression.

7. Click OK.

Data Analyzer adds the custom metric to the report. The custom metric name appears in the Summary task area of the Calculation tab:

Note: The Summary task area displays the total number of metric calculations in a report. This number includes basic metric and custom metric calculations.

Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. In the report table, the custom metric appears next to the base metric. If you have added a basic metric calculation for the base metric, the custom metric appears to the right of the basic metric calculation. The custom metric values display in italics.

Expand button

Custom metric name Total number of metric calculations in report

Working with Custom Metrics 205

8. Click Save.

You can also save the modified report as a new report.

Creating a Custom Metric in Advanced ModeYou can create a custom metric in advanced mode to perform mathematical calculations on two or more metrics in a report. Use multiple operators, functions, and constants (numeric values) in the custom metric expression. For example, you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%:

({Revenue} * 1.20) - {Expenses}

If you want to see the estimated profit as a percentage of the actual profit, you can create the following custom metric expression:

((({Revenue} * 1.20) - {Expenses}) / {Profit}) * 100

You can also use attributes with numeric values in the expression. For example, you can calculate the total value of each product in your inventory using the product list price in a custom metric expression, as follows:

({Product list price} * {Quantity on hand})

Precision for a CalculationPrecision is the number of digits after the decimal point in a numeric value. When any of the values in an expression has a precision of two or more, Data Analyzer assigns the return value the same precision as that of the value with the highest precision. For example, you have the metric Sales Price with a value of 402.86 in the custom metric expression:

{Sale Price} + .2586)

Sales Price has a precision of two, while .2586 has a precision of four. The value of the custom metric is 403.1186, with a precision of four.

If none of the values in the expression has a precision of two or more, the custom metric or custom aggregate has two as the default precision.

Calculations that involve multiplication and division may result in higher precision than the values included in the operation. For example, you have the metric Sales Price with a value of 402.86 in the custom metric expression:

{Sale Price} *.258)

Sales Price has a precision of two, while .258 has a precision of three. The result of the calculation is 103.9379. Data Analyzer uses the precision of the value with the highest precision. Data Analyzer rounds the value to the highest precision in the expression. Therefore, the value of the custom metric is 103.938.

Using Functions in the Custom Metric ExpressionData Analyzer provides many functions that you can use in the custom metric expression.

The syntax for some functions allows you to use certain keywords. For reports with time settings, you can use the applicable time attributes as keywords.

Use Date and Time and String functions to create custom metrics that generate non-numeric values. These non-numeric metrics display in the report table as any other custom metric. However, you cannot complete the following tasks on non-numeric metric values:

♦ Set alerts.

♦ Display in charts.

♦ Create chart or gauge indicators.

♦ Highlight the metric values.

206 Chapter 17: Adding Calculations to a Report

Displaying Custom Metric Values as PercentagesYou can display the percent (%) sign next to custom metric values in the report table. For example, you create a custom metric to calculate the estimated profit as a percentage of the actual profit. You use the following custom metric expression:

((({Revenue} * 1.20) - {Expenses}) / {Profit}) * 100

You can choose to display the percent sign next to the estimated profit values in the report table.

Figure 17-4 shows an example of custom metric values displayed as percentages in the report table:

You can add basic metric calculations for a custom metric where you display the custom metric values as percentages. However, you must save the report before you add basic metric calculations for such a custom metric.

Steps for Creating a Custom Metric in Advanced ModeWhen you use the advanced mode, you must build a valid custom metric expression. You can validate the custom metric expression. If the custom metric expression is invalid, an error message appears indicating why the custom metric expression is invalid.

You cannot use a row or column calculation in the report table for the custom metric expression.

To create a custom metric in advanced mode:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

2. In the Add Calculations task area, select Custom Metrics if not already selected.

The Custom Metrics page appears.

3. Click Advanced.

The Custom Metric page appears in advanced mode.

4. In the Name this Metric field, enter a name for the custom metric.

Maximum length is 200 characters.

5. Optionally, in the Description field, enter a description for the custom metric.

6. Create the custom metric expression.

Click metrics, attributes, functions, and keywords to add them to the custom metric expression. When you click an item, it appears where the pointer is in the Advanced Metric Expression text box. Data Analyzer encloses selected metrics and attributes within curly brackets ({}).

-or-

Figure 17-4. Example of Custom Metric Values Displayed as Percentages

Working with Custom Metrics 207

Enter the custom metric expression in the Advanced Metric Expression text box. You must enclose metric and attribute names in curly brackets. You can type spaces between operands and operators. For more information about using functions in an expression, see “Overview” on page 321

7. To display the values of the custom metric as percentages in the report table, click Display as % Value in Table.

8. Click Validate to validate the custom metric expression.

If the custom metric expression is invalid, make the necessary modifications.

Although Data Analyzer provides syntax validation, you must enter valid values in the expression. If you do not enter valid values, Data Analyzer might display null values in the report table.

Tip: To switch to the simple mode, click Simple. If you switch to simple mode, you might lose the advanced custom metric expression.

9. To configure the Sum and Average basic aggregate calculations for the custom metric, click Configure Aggregate Calculation.

10. Click OK.

Data Analyzer adds the custom metric to the report. The custom metric name appears in the Summary task area of the Calculation tab:

Note: The Summary task area displays the total number of metric calculations in a report. This number includes basic metric and custom metric calculations.

Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. In the report table, the custom metric appears next to the base metric. If you have added a basic metric calculation for the base metric, the custom metric appears to the right of the basic metric calculation. The custom metric values display in italics.

11. Click Save.

You can also save the modified report as a new report.

Editing a Custom MetricYou can edit any custom metric in the report. When you edit a custom metric created in simple mode, you can change the second operand or operator of the custom metric expression. When you edit a custom metric created in advanced mode, you can change any part of the custom metric expression. After you edit a custom metric, you must save the report to save the modified custom metric with the report.

When you edit a custom metric, alerts or indicators for the metric might become invalid. You might need to update the alerts and indicators for the custom metric you update.

Custom metric name Total number of metric calculations in report

208 Chapter 17: Adding Calculations to a Report

To edit a custom metric:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

-or-

On the Analyze tab, in the report table, right-click the custom metric name you want to edit. On the shortcut menu, click Edit Custom Metric.

The Calculations tab appears.

2. In the Summary task area, click the custom metric you want to edit.

If you created the custom metric in simple mode, Data Analyzer displays the Custom Metric page in simple mode.

If you created the custom metric in advanced mode, Data Analyzer displays the Custom Metric tab in advanced mode.

3. Make the necessary changes.

4. In advanced mode, click Validate to validate the custom metric expression.

If the custom metric expression is invalid, make the necessary modifications.

5. Click OK.

Data Analyzer validates the expression and modifies the custom metric.

6. Click Save.

You can also save the modified report as a new report.

Deleting a Custom MetricOn the Summary task area of the Calculations tab, you can delete custom metrics from a report.

On the Analyze tab, you can also delete a custom metric from the report table, just as would delete any other metric.

To delete a custom metric:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

2. In the Summary task area, click the Remove button for the custom metric you want to delete.

Data Analyzer deletes the custom metric from the report.

Configuring the Sum and Average CalculationsAfter you create a custom metric, you can perform any basic aggregate calculation on the custom metric. Basic aggregate calculations include Sum, Average, Count, Min, and Max.

When you create a custom metric in advanced mode, you can configure how Data Analyzer calculates the Sum and Average basic aggregate calculations for the custom metric. There are three ways in which Data Analyzer can calculate the sum and average for a custom metric:

♦ By the custom metric. By default, Data Analyzer calculates the sum and average using each value in the custom metric column or row.

Working with Custom Metrics 209

♦ By base metrics. You can have Data Analyzer calculate the sum and average of custom metrics by the base metrics used in the expression. Calculate the sum by base metrics to display true (smart) totals and averages in the report.

♦ Using a custom expression. You can enter custom expressions for the Sum and Average basic aggregate calculations. When you add the Sum and Average basic aggregate calculations for the custom metric, Data Analyzer uses the custom expressions.

You can configure the Sum and Average calculations if all metrics in the custom metric expression are defined as additive metrics. The Data Analyzer system administrator defines metrics as additive or non-additive. Additive metrics can be added across different dimensions. For example, Quantity Sold is an additive metric, since you can add it across customers, products, and departments. Customer Count is a non-additive metric.

If there are one or more non-additive metrics in the custom metric expression, you cannot configure the Sum and Average calculations for the custom metric.

Tip: If you want to configure the Sum and Average basic aggregate calculations for a custom metric created in simple mode, first delete the custom metric, and recreate it in advanced mode.

To configure the Sum and Average basic aggregate calculations for a custom metric:

1. On the Custom Metric page (advanced mode), click Configure Aggregate Calculation.

The Configure Aggregate Calculation window appears.

2. Select the option you want to use to calculate sum and average for the custom metric:

♦ This Metric

♦ Base Metrics

♦ Custom

3. If you select Custom, enter the expressions for the Sum and Average calculations.

When you save the custom metric, Data Analyzer validates the expressions for the Sum and Average calculations.

4. Click OK.

Promoting a Custom MetricYou can promote a custom metric to the Schema Directory. After you promote a custom metric, you can use the metric in other reports. When you promote a custom metric, you add the custom metric to any available metric folder. Data Analyzer converts the custom metric into a calculated metric and saves it in the Schema Directory. You cannot edit the promoted metric from the Analyze tab or the Create Report Wizard. If you want to edit the metric, you can edit it in the Schema Directory.

If the custom metric you want to promote is based on another custom metric, you must promote the base custom metric first.

Note: You cannot use attributes in calculated metric expressions. Therefore, if the custom metric expression includes an attribute, you cannot promote the custom metric.

To promote a custom metric:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

2. In the Add Calculations task area, select Custom Metrics if not already selected.

The Custom Metrics page appears.

3. Click Promote To Schema.

210 Chapter 17: Adding Calculations to a Report

The Select Folder window displays all available metric folders.

4. Click the folder name, and click OK.

Data Analyzer adds the custom metric to the selected metric folder. The promoted custom metric is still part of the report, but no longer appears in the Summary task area of the Calculations tab.

Working with Custom AggregatesYou can create a custom aggregate calculation based on attributes and metrics in a report. A custom aggregate calculation contains a mathematical expression that summarizes a set of values and returns a single value as the result. Use multiple metrics, attributes, operators, functions, and constants (numeric values) in the custom aggregate expression. A custom aggregate calculation exists in the report where you create it. Data Analyzer saves a custom aggregate calculation to the repository, but does not add it to the Schema Directory.

In Data Analyzer, custom aggregate calculations are also called custom aggregates.

When creating custom aggregates, you can use Data Analyzer functions to perform calculations. For example, you want to display the average sales in the report table. However, you do not want to include the sales for products that are less that $2,000 in the average calculation. You can use the Avg function to create the following custom aggregate expression:

Avg({Sales}, “{Sales}>=2000”)

The syntax for some functions allows you to use certain keywords. For reports with time settings, you can use the applicable time attributes as keywords.

In a custom aggregate expression, you can only use functions that take a list of values as an argument. For example, you cannot use Add or Round functions within a custom aggregate expression, since Add and Round take numeric values as arguments.

When you create a custom aggregate, make sure that the custom aggregate expression generates a single value for a row or column of data. You cannot create a custom aggregate expression that returns multiple values for a row or column.

Setting the Context for a FunctionYou can use the Context argument with functions such as Count and Covar. When you create a custom metric or custom aggregate expression, you can use the Context argument as a filter condition to set a scope for the function. The function performs the calculation on only those values for which the condition is true.

Use the context argument to create a flexible expression by performing the calculation on a set of attribute values. For example, you have a report that displays the Sales Person and Region attributes and the Sales metric. To find out the total number of sales persons, use the Count function and pass a metric or attribute name as the value of the List argument:

Count(List [,Context])

To find out how many sales persons are from the Northern region, use the following syntax to pass a value for the Context argument:

Count({Sales Person}, "{Region}='Northern'")

The preceding expression counts the number of values in the Sales Person attribute for the Northern region.

Note: You cannot use the Context argument when using functions to create a calculated metric expression.

Working with Custom Aggregates 211

Types of ContextsContext can be one of the following types:

♦ Layout context

♦ Value context

Layout ContextUse layout context to perform the calculation on rows, columns, or sections in the report. Use layout keywords to set the layout context. For example, you can use the ROW keyword to perform the Sum calculation on each row in a report.

When you use a layout context in a custom metric expression, the custom metric is called a layout-dependent custom metric. You cannot create filters or set rankings for layout-dependent metric calculations.

When you use a layout context in a custom attribute expression, the custom attribute is called a layout-dependent custom attribute. When you use layout-dependent custom attributes in a report, the following restrictions apply:

♦ The report cannot use cross tabular or sectional report tables.

♦ The report cannot use time settings.

Value ContextUse value context to perform the calculation on specified attribute values. Use attributes and value keywords to set the value context. For example, you can use the THIS keyword to get the value of an attribute for the current row.

Syntax for the Context Argument You must enclose the context within double quotation marks. You must enclose an attribute or metric value within single quotation marks.

The syntax for the Context argument can include any combination of the following elements:

♦ Equal (=) operator

♦ Separators

♦ Attributes

♦ Keywords

♦ $AGGREGATE_BY$ variable

Equal (=) OperatorUse the equal (=) operator when setting the context for a function. The Data Analyzer equal (=) operator is the same as the SQL IN operator. The function performs the calculation on any of the data values that match the condition. The following expression is an example of the equal (=) operator where Sales is a metric in the report and State is an attribute in the report:

Sum({Sales}, "{State}='CA', 'AZ'")

The above expression calculates the total of all Sales values where the State attribute value is either CA or AZ.

SeparatorsUse the comma (,) symbol to separate multiple values within a condition. For example:

Avg({Sales}, "{Category}='Food', 'Drinks', 'Supplies'")

212 Chapter 17: Adding Calculations to a Report

You can include multiple conditions within the Context argument. Use the semicolon (;) symbol to separate multiple conditions. For example:

Sum({Sales}, "{State}='CA';{Category}='Food'")

AttributesUse attribute names and attribute values to set the value context. Use attribute names that are part of the report. Use the point-and-click interface to add attribute names and attribute values to the expression. If you manually enter the attribute names in the expression, you must enclose attribute names within curly brackets ({}).

For reports with time settings, you can use time attributes as keywords when you set the value of the Context argument. Time attributes allow you to track time periods in reports. Your Data Analyzer system administrator must set up the time attributes in the time dimension table before you can use them in your expressions.

For reports with time settings, you can select the applicable time attributes for an expression. Applicable time attributes are the attributes that represent the time period selected for the report and any other time period of a higher granularity. For example, for a report for the Current Quarter, you can select QUARTER_NUM or YEAR_NUM time attributes for your expression.

Use the point-and-click interface to add the time attribute name and attribute values to the expression. If you manually enter the time attribute name in the expression, you must enter the at (@) symbol before the time attribute name.

Table 17-1 lists the time attributes that you can use when passing the Context argument:

Table 17-1. Time Attributes Used in Setting Context

Time Attribute Name Meaning Example

HOUR_NUM Refers to the hour number in day.

To calculate the total sales made between 10:00 and 11:00 am, use the following expression:Sum({Sales}, "{@HOUR_NUM}=10")

YEAR_DAY_NUM Refers to the day number in year.

To calculate the total sales made on the first day of the year, use the following expression:Sum({Sales}, "{@YEAR_DAY_NUM}=1")

YEAR_WEEK_NUM Refers to the week number in year.

To calculate the total sales made in the fourth week of the year, use the following expression:Sum({Sales}, "{@YEAR_WEEK_NUM}=4")

YEAR_MONTH_NUM Refers to the month number in year.

To calculate the total sales made in the month of June, use the following expression:Sum({Sales}, "{@YEAR_MONTH_NUM}=6")

QUARTER_NUM Refers to the quarter number.

To calculate the average sales made in the first quarter, use the following expression:Avg({Sales}, "{@QUARTER_NUM}=1")To calculate the average sales made in the current quarter, use the following expression:Avg({Sales}, "{@QUARTER_NUM}=CURRENT")

YEAR_NUM Refers to the year number. To calculate the total sales made in 2003, use the following expression:Sum({Sales}, "{@YEAR_NUM}=2003")

Working with Custom Aggregates 213

KeywordsUse the following types of keywords in expressions to set the value of the Context argument:

♦ Layout keywords. Allow you to set the layout context.

♦ Value keywords. Allow you to set the value context.

Use the point-and-click interface to add keywords to the expression. If you manually enter the keywords in the expression, you must enter the keywords in uppercase letters. You must enter the at (@) symbol before the layout keywords.

Note: You cannot use layout keywords with numeric attributes.

Table 17-2 lists the keywords you can use:

DATE_TIME Refers to the date and time values. In the expression, the value of the DATE_TIME time attribute must be in the following format:yyyy-MM-dd HH:mm:ssNote: The above is the ISO date format.

To calculate the total sales made on February 14, 2004 at 11:00 am, use the following expression:Sum({Sales}, "{@DATE_TIME}=2004-02-14 11:00:00")

DATE_NO_TIME Refers to the date value. In the expression, the value of the DATE_NO_TIME time attribute must be in the following format:yyyy-MM-ddNote: The above is the ISO date format.

To calculate the total sales made on February 14, 2004, use the following expression:Sum({Sales}, "{@DATE_TIME}=2004-02-14")

Table 17-2. Keywords for Specifying the Context Argument

Keyword Type of Keyword Meaning Example

COLUMN Layout Refers to all the column attributes.

To calculate the sum for the Sales column in a simple report table, use the following expression:Sum({Sales}, "@COLUMN")

ROW Layout Refers to all the row attributes. Use ROW in reports with cross tabular report tables.

A report displays as a cross tabular report table. The report displays the Sales for each product category for each state. Category is the column attribute and State is the row attribute. To calculate the sum for the Sales values for each row, use the following expression:Sum({Sales}, "@ROW")

SECTION Layout Refers to all the section attributes. Use SECTION in reports with sectional report tables.

A report displays as a sectional report table. The report displays the Sales for each product category by region. Region is the section attribute and Category is the row attribute. To calculate the sum for the Sales values for each section, use the following expression:Sum({Sales}, "@SECTION")

Table 17-1. Time Attributes Used in Setting Context

Time Attribute Name Meaning Example

214 Chapter 17: Adding Calculations to a Report

Performing a Calculation on a Set of ValuesWhen you use the COLUMN, ROW, or SECTION keywords, you can perform the calculation on a set of values. You can specify this set of values by entering the start and end positions. Use 1 for the first row or column, 2 for the second row or column, and so on. For example, if you want the Sum function to perform the calculation on rows two through six and columns five through seven, you can use the following expression:

Sum({Sales}, "@ROW=2,6; @COLUMN=5,7")

Note: The set of values must include values that display continuously in the report table.

Setting the Context for Functions of Running CategoryFunctions in the Running category allow you to perform calculations that display trends within a set of values. The following functions belong to the Running category:

♦ MovingAvg

♦ MovingSum

♦ PercentContribution

♦ RunningAvg

♦ RunningSum

For the functions in the Running category, you can use the Context argument to perform the calculation for a row, a column, or a time attribute used in the report. Use the following keywords to set the Context:

♦ Time attribute name.

♦ COLUMN keyword.

♦ ROW keyword.

♦ SECTION keyword. Within each section, Data Analyzer performs the calculation for columns only.

If you do not pass a value for the Context argument, Data Analyzer performs the calculation for all values of the given metric or attribute. For a report with a tabular report table, Data Analyzer performs the calculation for the column. For a report with a cross tabular report table, Data Analyzer performs the calculation for all values

THIS Value Refers to a value at the current position in the processing of the function. You cannot use THIS in a custom aggregate expression.

A report displays the sales for each state and each category. State and Category are row attributes. To calculate what percent of sales for each row contributed to the total sales for that state, use the following expression:{Sales}/Sum({Sales}, "{State}=THIS")*100

CURRENT Value Refers to the current calendar. Use this keyword in reports with time settings. You cannot use CURRENT in a report with time settings that displays Hour by Hour granularity.

To calculate the total sales made in the current quarter, use the following expression:Sum({Sales}, "{@QUARTER_NUM}=CURRENT")

NULL Value Checks whether a value is NULL.

A report displays sales made in the current quarter by each sales person. If a sale was a result of a customer enquiry, the sales person attribute value is NULL. To calculate the total sales that resulted due to customer enquires, use the following expression:Sum({Sales}, "{Sales Person}=NULL")

Table 17-2. Keywords for Specifying the Context Argument

Keyword Type of Keyword Meaning Example

Working with Custom Aggregates 215

across all rows and columns. For a report with a sectional report table, Data Analyzer performs the calculation for all values across all sections, including the Summary section.

When you use the Context argument for functions in the Running category, you cannot use attribute values in the Context argument.

Using Variables in the Custom Aggregate ExpressionWhen you use a function in a custom aggregate expression, you can use certain variables as arguments for the function. The variables work as placeholders in the expression. When the function performs the calculation, it substitutes the variable with values in the report.

Table 17-3 lists the variables you can use in custom aggregate expressions:

Layout of Custom AggregatesYou can set the layout of custom aggregates in a report table. For tabular report tables, the custom aggregate always appears as the last cell in a column. For cross tabular report tables, you can display the custom aggregate as the last cell in a column or the last cell in a row or both.

When you set the layout of a custom aggregate, you can also specify label text for the aggregate. The label appears in the report table. If you do not specify label text, the custom aggregate name displays as the label.

Tip: On the Layout and Setup page of the Create Report Wizard, you can change the way the label appears in the report table. You can change the font style, text color, and alignment of the label.

Steps for Creating a Custom AggregateTo create a custom aggregate:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

The Calculations tab appears.

2. In the Add Calculations task area, select Custom Aggregates.

The Custom Aggregates page appears.

3. In the Name this Calculation field, enter a name for the custom aggregate.

Maximum length is 200 characters.

4. Optionally, in the Description field, enter a description for the custom aggregate.

5. Create the custom metric expression.

Click metrics, attributes, functions, keywords, and variables to add them to the custom metric expression. When you click an item, it appears where the pointer is in the Advanced Metric Expression text box. Data

Table 17-3. Variables Available for Custom Aggregate Expressions

Variable Name Meaning Example

$OBJECT_NAME$ Works as a placeholder for a metric or attribute name in the report. Use this variable to perform a calculation on more that one metric or attribute in the report.

To calculate the average of all metric values for all metrics in a report, use the following expression:Avg($OBJECT_NAME$)

$AGGREGATE_BY$ Works as a placeholder for the layout context. Use this variable to perform a calculation on rows, columns, and sections in a report.

In a cross tabular report table, to count metric values for the Sales metric by row and column, use the following expression:Count({Sales}, “$AGGREGATE_BY$”)

216 Chapter 17: Adding Calculations to a Report

Analyzer encloses selected metrics and attributes within curly brackets ({}) and encloses variable names within dollar ($) signs.

-or-

Enter the custom metric expression in the Aggregate Expression text box. You must enclose metric and attribute names in curly brackets and enclose variable names within dollar signs.

For more information about using functions, keywords, and variables in an expression, see “Overview” on page 321.

6. Click Validate to validate the custom metric expression.

If the custom metric expression is invalid, make the necessary modifications.

7. If you used the $OBJECT_NAME$ variable in the custom aggregate expression, select metrics for the expression from the Aggregate By link.

You can select all metrics in the report, one metric or multiple metrics. Data Analyzer performs the aggregate calculation for the selected metric. If you are creating the expression on a numeric attribute, you can select the attribute name for the calculation.

8. If you want to add a subtotal calculation for the custom aggregate, select Show Subtotal For, and select the attribute name for which you want to show the subtotals. Enter a label for the subtotal calculation.

For reports with time settings, you can also select the Time Attribute option for calculating subtotals. Data Analyzer displays subtotals for the time periods you selected in Step 5.

9. Set the layout for the custom aggregate.

For cross tabular report tables, select to display the custom aggregate as the last cell in a column or the last cell in a row or both. For tabular report tables, the custom aggregate always displays as the last cell in a column.

Optionally, specify a label for the aggregate. If you do not specify a label, Data Analyzer uses the custom aggregate name as the label.

10. Click OK.

Data Analyzer adds the custom aggregate to the report. The custom aggregate name appears in the Summary task area of the Calculation tab:

Note: The Summary task area displays the total number of aggregate calculations in a report. This number includes basic aggregate and custom aggregate calculations.

Data Analyzer also displays the number of aggregate calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. In the report table, the custom aggregate displays according to the layout you selected.

11. Click Save.

You can also save the modified report as a new report.

Custom aggregate name

Total number of aggregate calculations in the report

Working with Custom Aggregates 217

Editing a Custom AggregateYou can edit any custom aggregate in the report. When you edit a custom aggregate, you can change any part of the custom aggregate expression. After you edit a custom aggregate, you must save the report to save the modified custom aggregate with the report.

When you edit a custom metric, alerts or indicators for the metric might become invalid. You might need to update the alerts and indicators for the custom metric you update.

To edit a custom aggregate:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

2. In the Summary task area, click the custom aggregate you want to edit.

Data Analyzer displays the Custom Aggregates page.

3. Make the necessary changes.

4. Click Validate to validate the custom aggregate expression.

If the custom aggregate expression is invalid, make the necessary modifications.

5. Click OK.

Data Analyzer validates the expression and modifies the custom aggregate.

6. Click Save.

You can also save the modified report as a new report.

Deleting a Custom AggregateOn the Summary task area of the Calculations tab, you can delete custom aggregates from a report.

To delete a custom aggregate:

1. On the Create Report Wizard, click Layout and Setup > Calculations.

-or-

On the Analyze tab, click Calc.

2. In the Summary task area, click the Remove button for the custom aggregate you want to delete.

Data Analyzer deletes the custom aggregate from the report.

218 Chapter 17: Adding Calculations to a Report

C H A P T E R 1 8

Adding Custom Attributes to a Report

This chapter includes the following topics:

♦ Overview, 219

♦ Creating Groups for a Custom Attribute, 219

♦ Creating an Expression for a Custom Attribute, 221

♦ Editing a Custom Attribute, 223

♦ Saving Custom Attributes to the Schema Directory, 224

OverviewOn the Analyze tab, you can create custom attributes for cached or on-demand reports. You can create custom attributes to modify the attribute values you want to display in a report. A custom attribute exists in the report where you create it. By default, Data Analyzer saves a custom attribute to the repository, but does not add it to the Schema Directory. You can optionally save a custom attribute to the Schema Directory.

Use one of the following methods to create a custom attribute:

♦ Create groups. Create a custom attribute group when you want to group the values for a single attribute in the report. For more information, see “Creating Groups for a Custom Attribute” on page 219.

♦ Create an expression. Create a custom attribute expression when you want to perform calculations on multiple attributes or metrics in the report. For more information, see “Creating an Expression for a Custom Attribute” on page 221.

Creating Groups for a Custom AttributeIn basic mode, a custom attribute is based on a single base attribute in the report. You define groups of base attribute values to create a custom attribute. You can specify groups based on the data you want to see in the report. Data Analyzer creates a new attribute value in the custom attribute for each group you specify. A custom attribute created in basic mode has a character datatype.

For example, you have a report that displays the cost of each product your organization sells. There are over 500 products listed in the report. You want to consolidate the key products based on the product type. You can

219

create a custom attribute in basic mode using Product as the base attribute. You can create groups of products based on product type. For example, you can create a group, called Music, which includes all music-related products. Similarly, you can create groups for books and movies.

If there are base attribute values that do not belong to any group, Data Analyzer creates the Others attribute value for these base attribute values. You cannot create filters on the Others attribute value. For more information about filters, see “Overview” on page 73.

Figure 18-1 shows a report with a custom attribute based on Product as the base attribute:

The custom attribute values display in italics in the report table. If you do not want to display the base attribute in the report, you can replace the base attribute with the custom attribute. When you replace the base attribute with the custom attribute, Data Analyzer deletes the base attribute from the report. You can add the base attribute back to the report by editing the report.

Figure 18-2 shows the report where the custom attribute replaces the base attribute:

When you replace the base attribute with the custom attribute, Data Analyzer aggregates the metric values for each group according to the aggregation method defined for the metric by the Data Analyzer system administrator. If the report contains a non-numeric metric, Data Analyzer cannot aggregate the non-numeric values. As a result, Data Analyzer suppresses the GROUP BY clause and metric aggregation in the SQL query for the report.

To create custom attribute groups:

1. Display the report on the Analyze tab.

2. In the report table, click the attribute name you want to use as the base attribute.

3. Click Custom Attribute.

The Custom Attribute tab appears.

Figure 18-1. Example of a Custom Attribute

Figure 18-2. Example of Custom Attribute Replacing Base Attribute

Groups based on base attribute values

Base attribute

Custom attribute

220 Chapter 18: Adding Custom Attributes to a Report

4. In the Name Custom Attribute field, enter a name for the custom attribute.

Maximum length is 200 characters.

5. Optionally, in the Description field, enter a description for the custom attribute.

6. To change the base attribute, select another attribute from the Base Attribute list.

7. In the Name Group field, enter a name for the group on which the custom attribute is based.

The name cannot contain curly brackets ({}).

8. Choose one of the following options to select values for the group:

Select Attribute Values. To select values from the list of available values, click Select Attribute Values. The Choose Attribute Values window appears.

To search for an attribute value, enter the attribute value in the text box, and click Search. To display all attribute values, click Show All Values.

Tip: Use the wildcards asterisk (*) or percent (%) in the search. Both wildcards characters represent one or more characters. You can also use partial names in the search.

Select the attribute values, and click OK.

-or-

Select Global Variable as Value. To use a global variable as a value, click Select Global Variable as Value. For more information, see “Using a Global Variable” on page 91.

-or-

Manually Enter a Value. To manually enter an attribute value, click Manually Enter a Value. Enter an attribute value for the group, and click OK.

9. Click Add.

10. To create additional groups, repeat steps 7 to 9.

The groups display in the Groups task area.

11. To change the order of how a group appears in the report table, click the Move Up or Move Down button for the group.

12. To replace the base attribute, select Replace Base Attribute with Custom Attribute.

If the base attribute is another custom attribute in the report, you cannot replace the base attribute.

13. Click OK.

Data Analyzer adds the custom attribute to the report. By default, the custom attribute values display right-aligned in the columns in a report table. You can change the alignment on the Layout and Setup page of the Create Report Wizard. For more information about changing alignment, see “Setting Report Table Formats” on page 106.

Creating an Expression for a Custom AttributeIn advanced mode, you define an expression to create a custom attribute. A custom attribute expression can perform calculations on existing attributes or metrics in the report. The expression can include multiple attributes, metrics, operators, functions, and constants.

When you create expressions, you can use Data Analyzer functions to perform calculations. For example, you have a report that displays the order date and ship date for customer orders. If the product was ordered and shipped on the same date, then the order date is a null value. Instead of displaying both dates in the report, you can create a custom attribute named Processing Date that displays the order date or the ship date if the order date is not available. Use the IfNull function in the expression as follows:

Creating an Expression for a Custom Attribute 221

IfNull({Order Date}, {Ship Date})

The syntax for some functions allows you to use certain keywords. For reports with time settings, you can use the applicable time attributes as keywords.

For more information about using Data Analyzer functions to create an expression, see “Overview” on page 321.

When you create a custom attribute with an expression, you define the datatype of the attribute. You can create a character, numeric, date, timestamp, or HTML custom attribute in advanced mode. The custom attribute expression must generate a value of this datatype. You cannot create a CLOB custom attribute.

You cannot have a layout-dependent metric in a custom attribute expression. For more information about layout-dependent metrics, see “Layout-Dependent Metric Calculations” on page 197.

You cannot select attribute values from a list for a custom attribute defined by an expression. You must enter the attribute values manually. For example, to create a filter on a custom attribute defined by an expression, you must enter the values manually.

Creating Layout-Dependent Custom AttributesA layout-dependent custom attribute contains an expression that you perform on a row or column in the report table. You create layout-dependent custom attributes in advanced mode only.

Custom attributes that contain an expression based on an aggregate function and use a layout keyword in the Context argument of the function are also layout dependent. For example, if you create a numeric custom attribute, Percent Sales, by dividing each sales value by the total sales in a column, the custom attribute is layout dependent. For more information about layout keywords, see “Setting the Context for a Function” on page 211.

You cannot create layout-dependent custom attributes for reports using cross tabular or sectional report tables or for reports with time settings.

Creating a Custom Attribute Based on a Date or Timestamp AttributeYou cannot use a date or timestamp attribute as a base attribute to create a custom attribute in basic mode. To create a custom attribute based on a date or timestamp attribute, you must create an expression in advanced mode. Use functions to create expressions that use date and timestamp attributes. For example, to add a group that consists of Ship Date attribute values that are after October 1, 2004, use the following expression:

If(GreaterThan({Ship Date}, DateValue("2004/10/1")),“October 2004”,”Other”)

Steps for Creating a Custom Attribute ExpressionWhen you create a custom attribute in advanced mode, you must build a valid custom attribute expression. If the custom attribute expression is invalid, an error message appears indicating why the custom attribute expression is invalid. For more information about expression syntax, see “Overview” on page 321.

To create a custom attribute expression:

1. Display the report on the Analyze tab.

2. Click Custom Attribute.

The Custom Attribute tab appears.

3. Click Advanced.

The Custom Attribute tab appears in advanced mode.

4. In the Name Custom Attribute field, enter a name for the custom attribute.

Maximum length is 200 characters.

5. Optionally, in the Description field, enter a description for the custom attribute.

222 Chapter 18: Adding Custom Attributes to a Report

6. Select the column type of the custom attribute: Character, Numeric, Date, Timestamp, or HTML.

You cannot create a CLOB custom attribute.

7. Create the custom attribute expression.

Click metrics, attributes, functions, and keywords to add them to the custom attribute expression. When you click an item, it appears where the pointer is in the Advanced Attribute Expression text box. Data Analyzer encloses selected metrics and attributes within curly brackets ({}).

-or-

Enter the custom attribute expression in the Advanced Attribute Expression text box. You must enclose metric and attribute names in curly brackets.

8. Click Validate to validate the custom attribute expression.

If the custom attribute expression is invalid, make the necessary modifications.

Although Data Analyzer provides syntax validation, you must enter valid values in the expression. If you do not enter valid values, Data Analyzer might display null values in the report table.

Tip: To switch to the basic mode, click Basic. If you switch to basic mode, you might lose the advanced custom attribute expression.

9. Click OK.

Data Analyzer adds the custom attribute to the report. By default, the custom attribute values display right-aligned in the columns in a report table. You can change the alignment on the Layout and Setup page of the Create Report Wizard.

Editing a Custom AttributeYou can edit custom attributes from the report table. You can edit the following information, depending on the method used to create the custom attribute:

♦ Custom attribute created with groups in basic mode. You can edit the name and description of the custom attribute. You can also edit or delete groups. You can change the order in which groups appear in the report table. If you replaced the base attribute with the custom attribute, you cannot add the base attribute back to the report by editing the custom attribute. You can add the base attribute back to the report by editing the report or by using the Add button on the Analyze tab.

♦ Custom attribute created with an expression in advanced mode. You can edit the name, description, column type, and expression for the custom attribute.

If you edit a basic custom attribute in advanced mode, Data Analyzer creates an expression to represent the groups created in basic mode. If you edit the expression in advanced mode, you can no longer edit the custom attribute in basic mode.

If you replace the base attribute with the custom attribute in basic mode and then edit the custom attribute in advanced mode, the base attribute exists in the custom attribute expression but no longer exists in the report. As a result, the custom attribute expression is invalid. To create a valid expression, add the base attribute back to the report by editing the report or modify the expression so that it does not use the base attribute.

You can delete a custom attribute the same way you delete any other attribute from the report.

You can save custom attributes to the Schema Directory.

To edit a custom attribute:

1. On the Analyze tab, in the report table, right-click the custom attribute name you want to edit. On the shortcut menu, click Edit Custom Attribute.

Data Analyzer displays the Edit Custom Attribute tab.

Editing a Custom Attribute 223

If you created the custom attribute in basic mode, Data Analyzer displays the Edit Custom Attribute tab in basic mode.

If you created the custom attribute in advanced mode, Data Analyzer displays the Edit Custom Attribute tab in advanced mode. Data Analyzer does not allow you to edit an advanced custom attribute in basic mode.

2. Make the necessary changes.

3. In basic mode, click the group name to edit the group.

Data Analyzer displays the group details in the Edit Group task area.

Edit the group and click Edit.

4. In advanced mode, edit the expression.

Click Validate to validate the custom attribute expression. If the custom attribute expression is invalid, make the necessary changes.

5. Click OK.

Data Analyzer edits the custom attribute.

6. Click Save.

You can also save a modified report as a new report. For more information, see “Saving an Existing Report as a New Report” on page 168.

Saving Custom Attributes to the Schema DirectoryYou can save a custom attribute to the Schema Directory. When you save a custom attribute, you add the custom attribute to any available attribute folder in the Schema Directory. After you save a custom attribute, you can use the attribute in other reports. You cannot edit the custom attribute from the Analyze tab. To edit the custom attribute, you must edit it in the Schema Directory.

If a custom attribute expression includes a metric or a keyword in the Context argument of a function, you cannot save the custom attribute to the Schema Directory.

If the base attribute is another custom attribute in the report, you cannot save the custom attribute to the Schema Directory unless the base attribute is also saved to the Schema Directory.

To save a custom attribute to the Schema Directory:

1. On the Analyze tab, in the report table, right-click the custom attribute name you want to save to the Schema Directory. On the shortcut menu, click Edit Custom Attribute.

Data Analyzer displays the Edit Custom Attribute tab.

If you created the custom attribute in basic mode, Data Analyzer displays the Edit Custom Attribute tab in basic mode.

If you created the custom attribute in advanced mode, Data Analyzer displays the Edit Custom Attribute tab in advanced mode. Data Analyzer does not allow you to edit an advanced custom attribute in basic mode.

2. Click Select Folder.

The Select Folder window appears with all available attribute folders. Click the folder name, and then click OK.

3. Select Save Attribute in Schema Directory.

Data Analyzer adds the custom attribute to the selected attribute folder.

224 Chapter 18: Adding Custom Attributes to a Report

C H A P T E R 1 9

Working with Report Charts

This chapter includes the following topics:

♦ Overview, 225

♦ Types of Report Charts, 225

♦ Displaying Data in a Report Chart, 228

♦ Working with Report Charts on the Create Report Wizard, 232

♦ Working with a Report Chart on the Analyze Tab, 236

♦ Customizing the Display of a Report Chart, 239

♦ Displaying Geographic Charts, 243

♦ Modifying Report Chart Colors, 246

♦ Troubleshooting, 247

OverviewYou can create charts for a report when you create the report or when you edit a saved report. You can display multiple charts for a report. Data Analyzer displays the report chart along with the report table when you open the report on the Analyze tab or the View tab.

A report chart is different than a chart indicator. A report chart displays the report data as a chart on the Analyze tab or View tab. A chart indicator displays the report data in chart format on dashboards.

Data Analyzer can display interactive report charts so you can drill down, zoom, and select sections of the chart. You can also view details about each section of a chart by pointing the pointer on the chart. To view report charts as interactive charts, you need to enable interactive charts.

Types of Report ChartsYou can create the following types of charts for reports:

♦ 2Y bar. Displays two bar charts, each with its own Y axis. Both bar charts share the same X axis. A horizontal line separates the two bar charts. For better readability, Data Analyzer displays the Y axis labels on the alternate sides of the chart. Use a 2Y bar to compare values of two metrics or attributes.

♦ 3Y bar. Similar to the 2Y bar chart. Displays three bar charts.

225

♦ 4Y bar. Similar to the 2Y bar chart. Displays four bar charts.

♦ 5Y bar. Similar to the 2Y bar chart. Displays five bar charts.

♦ 2Y line. Displays data as two lines, each with its own Y axis. Both lines share the same X axis. The two Y axes may have different scales. Use a 2Y line chart to compare values of two series of data.

♦ Area. Displays data as lines with the area beneath the lines filled in. An area chart can plot two or more data points.

♦ Bubble. Plots metrics as bubbles on the chart, where each bubble represents three metric values.

♦ Combo. Displays data as a combination of line, stacked bar, standard bar, and area charts. A combo chart displays all series in the report. You can specify the chart type for each series.

♦ Geographic. Provides a map representation for attributes that represent geographical regions. You can display a geographic chart for a report with one attribute and a tabular report table.

♦ Horizontal bar. Displays data as horizontal rectangular bars.

♦ Horizontal stacked bar. Displays data as horizontal rectangular bars stacked on each other, where each stack represents a series of values.

♦ Horizontal waterfall. Similar to the standard waterfall chart. Displays cumulative values as horizontal bars, where the positions of the X and Y axes are reversed.

♦ Line Bar Combo. Displays the first two series in the report as a bar chart and a line chart. Data Analyzer displays the first series in the report as a bar chart and the second series as a line chart, each with its own Y axis. Both series share the same X axis. The two Y axes may have different scales. If the report consists of a single metric, the combination chart is equivalent to a bar chart.

♦ Pareto. Plots data as cumulative percentage to display the importance of differences between groups. A pareto chart displays each group along the x-axis and the first series along the y-axis up to the percentage threshold you specify. Data groups that are greater than the percent threshold display in a bar called Other.

Use a pareto chart to show the cumulative percentage of a metric along an attribute. For example, you can use a pareto chart to show the top 80 percent of product sales by specifying 80 percent as the percentage threshold.

♦ Pie. Displays percentage data values as proportionally-sized slices of a pie.

♦ Multi-pie. Displays data as pies, where each pie represents the metric values for each of the report metrics.

♦ Scatter. Displays data as points, where each point represents two metric values. In a scatter chart, both X and Y axes represent metric values. A scatter chart can plot two or more data points.

♦ Stacked area. Displays data as filled-in lines stacked on each other, where each area represents a series of values. A stacked area chart can plot two or more data points.

♦ Stacked bar. Displays data as vertical rectangular bars stacked on each other, where each stack represents a series of values.

♦ Stacked bar combo. Displays data as a combination of stacked bar and line charts. Data Analyzer displays the first three series of data in the report. The first two series of data in the report display as a stacked bar chart and the third series display as a line chart. The first two series display with their own Y axis. Both series share the same X axis. The two Y axes may have different scales. If the report consists of a single series of data, the combination chart is equivalent to a stacked bar chart.

♦ Stacked line. Displays data as lines stacked on each other, where each line represents the metric values for each of the report metrics.

♦ Standard bar. Displays data as vertical rectangular bars.

♦ Standard line. Displays data as lines.

♦ Standard waterfall. Displays data as cumulative metric values, where each value is the sum of the previous value and the current value. Data Analyzer displays the next incremental values as bars. The standard waterfall chart resembles a staircase. When you update the report, Data Analyzer updates the chart with the new values.

Use a standard waterfall chart to show a trend in metric values along an attribute. For example, you can create a standard waterfall chart to show the increase in product sales over the last four quarters. The first value (sales for the first quarter) displays as the first bar in the chart. The second value (sales for the first two

226 Chapter 19: Working with Report Charts

quarters) displays the incremental value as a bar, similar to the next step in a staircase. The third value (sales for the first three quarters) displays as the next incremental bar, and so on.

Bubble ChartsEach bubble in a bubble chart represents three metric values in the first series of the first three groups. The first metric value determines the x-axis position of the bubble, the second metric value determines the y-axis position of the bubble, and the third metric value determines the size of the bubble. Each bubble appears in a different color or pattern.

You can create bubble charts for reports with tabular and sectional report tables. If the report contains more than three metrics, you can select any three metrics to plot the bubble chart. If you do not select any metrics, Data Analyzer uses the first series of the first three groups in the report to plot the bubble chart.

Use the bubble chart in a report when you want to compare the metric values against each other. For example, you have a report that shows the cost, price, and discount offered on the various products your organization sells. You want to find out how the cost, price, and discount of the various products compare against each other. You can create a bubble chart for this report and use the cost and price of each product to determine the position of the bubble, and the discount offered for each product to determine the size of the bubble.

Figure 19-1 shows an example of a bubble chart:

Tip: To display meaningful results in the bubble chart, plot the chart along table rows.

Combo ChartsIn a combo chart, you can plot multiple series in one chart and choose the type of chart for each series. The chart for each series display on the same axis. By default, Data Analyzer plots all series as line charts. You can choose the following chart type for each series:

♦ Standard line

♦ Standard bar

Figure 19-1. Example of a Bubble Chart

Types of Report Charts 227

♦ Stacked bar

♦ Area

You cannot create a stacked bar chart and a standard bar chart in the same combo chart.

When you display a combo chart, choose the chart type for each series in the Format Series section on the chart options toolbar.

Figure 19-2 shows the chart options toolbar for a combo chart:

If you change the order in which metrics display in the report, you might need to change the chart type for each series.

Displaying Data in a Report ChartWhen you display data in a bar, line, or combo chart, the chart contains the following components:

♦ Groups. Categories that Data Analyzer uses to organize data in a chart. For example, on a standard bar chart, groups display on the x-axis.

♦ Series. Data items for each group. Data Analyzer displays each data series in a unique color. For example, on a standard bar chart, series display on the y-axis. Each group contains a series of data.

Except for pie and multi-pie charts, Data Analyzer displays labels for series on the chart legend.

Depending on the chart type, you may need more groups or series of data. For example, you need at least three groups of data to display bubble and waterfall charts. You need at least one group and one series to plot a pareto chart. When you display a chart, Data Analyzer displays an error message if you do not have enough groups or series of data in the table.

You can set the size of the report chart. If you plot a large number of data points or if the report chart size is too small for the labels on the X or Y axis, Data Analyzer does not display labels that might have overlapped in the report chart. For example, Data Analyzer might not display every other or every third label.

When you add a chart, you can choose to display all metrics in the report in a chart. If you add additional metrics to the report, Data Analyzer plots the additional metrics in the chart. If you do not choose to display all metrics in a chart, adding additional metrics to the report does not effect the chart.

Figure 19-2. Chart Options Toolbar for Combo Charts

Choose a chart type for each series in the combo chart.

228 Chapter 19: Working with Report Charts

Methods for Plotting ChartsYou can plot the chart in the following methods:

♦ Draw series along table rows. Data Analyzer plots each row in the table as a series on the chart.

♦ Draw series along table columns. Data Analyzer plots each column in the table as a series on the chart.

For example, you have a metric by row report that shows cost and sales figures for all the product brands for your organization.

Figure 19-3 shows sample report data:

The report contains two column metrics, Dollar Cost and Dollar Sales, and one attribute, Brand. If you display a standard bar chart for this report along table rows, the chart treats each row as a series, and each series in the same color. In this example, the chart displays the brand in the two groups, Dollar Cost and Dollar Sales, in the same color.

Figure 19-4 shows a report chart along table rows:

For the same report, if you display the chart along table columns, the chart treats each column as a series. All bars for a column display in the same color. The chart contains eight groups, one for each brand.

Figure 19-3. Sample Report Data

Figure 19-4. Example of a Bar Chart Plotted Along Table Rows

Displaying Data in a Report Chart 229

Figure 19-5 shows a chart along table columns:

If you have a report with a tabular report table where metrics display as rows and if you plot the chart along table columns, Data Analyzer does not display legends in the chart. If there are more than one metric in the report, the chart displays all metric values in the same color. Plot the chart along table rows or display metrics as columns in the report table.

Note: You can plot a bubble chart or geographic chart along table rows only.

Displaying Calculations in a ChartYou can display the following types of calculation in a chart:

♦ Basic metric. Basic metric calculations include percentage, running average, and running total calculations.

♦ Custom metric. Custom metrics include mathematical expressions that involve other metrics or custom metrics in the report.

When you have a layout-dependent metric calculation in a report table, Data Analyzer displays the same calculated values in the report charts as in the report table. If you create a chart using some of the attribute values, in the chart, Data Analyzer does not recalculate values for the layout-dependent metric. If you create a table or chart indicator, Data Analyzer recalculates the values for the layout-dependent metric calculation. As a result, the values in the table or chart indicator might not be the same as those in the report table and report chart.

For example, you have a report that displays the Sales metric and the Region attribute. There are four regions, North, South, East, and West, that display in the report table. You add the Regional % Contribution metric calculation to the report. The Regional % Calculation is a layout-dependent metric, since it displays the % contribution for each metric value in the Sales column. The following is an example of the data in the report table:

Figure 19-5. Example of a Bar Chart Plotted Along Table Columns

Region Sales Regional % Contribution

North 100,000 10%

South 250,000 25%

East 250,000 25%

West 400,000 40%

230 Chapter 19: Working with Report Charts

If you create a chart for the North and South region, the chart displays the Regional % Contribution as 10% and 25% respectively. If you create a table or chart indicator for the North and South region, the indicator displays the Regional % Contribution as 28.57% and 71.43%, respectively.

Data Analyzer displays the calculations in the chart tool bar in the list of metrics in the report.

Note: You cannot display basic or custom aggregate calculations in a chart.

Displaying Statistics in a Line ChartIf you add a line chart to a report, you can choose a metric and add the following statistic values to the line chart:

♦ Average

♦ First standard deviation

♦ Second standard deviation

♦ Third standard deviation

♦ Minimum

♦ Maximum

Data Analyzer displays the statistic you choose as a horizontal line on the line chart. For ease of viewing the statistic values, Data Analyzer does not display the grid lines on the line chart.

Displaying Metric Formats in a ChartWhen you select a metric for a chart, you can also select an axis that you want to display according to the format for the metric. You select formats for metrics on the Formatting tab. These formats determine how the metric appears in the report table. For example, you can display a metric in the currency format, or you can display a metric with the Thousand scale.

In the report chart, you can format the different axes according to different metric formats. For example, you have a report with Dollar Cost and Customer Count metrics. In the report, you select currency format for the Dollar Cost metric and numeric format for the Customer Count metric. When you create a 2Y line chart for this report, you can select the left Y axes to display the currency format and the right Y axes to display the numeric format.

You can select different axes for metrics using the Select Metrics chart option.

Displaying Data in a Report Chart 231

Figure 19-6 shows an example of different metric formats in a report chart:

To display different axes formats in the chart, make sure you select a chart type that displays multiple axes, for example a 2Y bar or a 2Y line chart.

Working with Report Charts on the Create Report Wizard

On the Create Report Wizard, when you create or edit the report, you can add a chart to the report. You can also modify or delete a chart on the Create Report Wizard.

You can also add, modify, or delete a report chart from the Analyze tab when you run the report.

Adding a Report Chart on the Create Report WizardWhen you add a report chart, you can specify the type and size of a chart. Data Analyzer resizes any text in the chart and uses a default font for the text.

When you add a chart to a report with a sectional report table, by default, Data Analyzer creates a chart for every section in the report. You can also add a chart only for the first section in the report.

To add a report chart on the Create Report Wizard:

1. Click Create > Report > Layout and Setup > Charting.

The Charting tab appears.

2. Click Add New.

Figure 19-6. Example of Different Metric Formats in a Report Chart

232 Chapter 19: Working with Report Charts

The chart options toolbar appears.

3. To display the chart based on row or column data, click Draw Series Along Table Rows or Draw Series Along Table Columns.

4. To hide the colored dots for highlighting in the chart, click Hide Metadata.

If you created a highlighting rule for the report, Data Analyzer displays colored dots next to each highlighted value in the chart. Data Analyzer displays the Hide Metadata button if you set the Interactive Charts option to On.

5. To hide the report chart on the Analyze tab or View tab, click Hide Chart.

By default, Data Analyzer displays the report chart on the Analyze tab or View tab when you add a chart to the report.

6. To display additional chart options, click Show More Chart Options.

7. Enter the properties for the additional chart options.

Table 19-1 describes the additional chart option properties you can configure:

Table 19-1. Report Chart Options

Property Description

Type Type of the chart. Default is Standard Bar.

Width Width of the chart. Enter the pixel value for width. Default is 800 pixels. Minimum width is 100 pixels. Maximum width is 1024 pixels.

Height Height of the chart. Enter the pixel value for height. Default is 450 pixels. Minimum height is 100 pixels. Maximum height is 1024 pixels.

Title Title of the chart. Maximum length is 40 characters. Data Analyzer allows you to create charts with two Y axes. If you want the chart to plot multiple data series on two different Y axes, you can specify the title for the two Y axes. You can specify the following titles:- Main. The main title of the chart. This title displays on the top center of the chart

space.- X. The title of the X axis.- Y-1. The title of the left Y axis.- Y-2. The title of the right Y axis.

Range Range of values for each axis. Choose Auto if you want Data Analyzer to determine the range for each axis. Data Analyzer allows you to create charts with two Y axes. If you want the chart to plot multiple data series on two different Y axes, you can specify the minimum and maximum for the two Y axes.

Draw Series Along Table Rows Button

Draw Series Along Table Columns Button

Show More Chart Options Button

Working with Report Charts on the Create Report Wizard 233

Gridline Density Density value for dotted or solid grid lines for the chart. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. Choose Auto if you want Data Analyzer to display dotted grid lines and use a Gridline Density value of five. Data Analyzer calculates the actual number of grid lines for an axis depending on the Gridline Density value and the maximum metric value for the report chart.Data Analyzer allows you to create charts with two Y axes. If you want the chart to include grid lines for two different Y axes, you can specify a Gridline Density value for the two Y axes. You can display the following types of line:- No lines. Clear Auto and set all axis values to None. - Dotted lines. Select a Minor value for each axis.- Solid lines. Select a Major value for each axis.

Select Metrics Metrics for the chart. Select the metrics to display in the chart. Default is all metrics.When you select a metric, you can also select the axis that you want to format according to the metric.- Select None to not use any metric formats.- Select X to format the X axis according to the metric format.- Select Y-1 to format the left Y axis according to the metric format.- Select Y-2 to format the right Y axis according to the metric format.

Legend Settings Legend settings for the chart. By default, legends display in the chart.Select Do Not Display Unused Items if you select Do Not Display under the Null Handling options. If you select this option, Data Analyzer does not display legends for null values in the chart. Choose the placement of the legend relative to the chart. You can select from top, bottom, left, or right. Default is right.

Pie Chart Options Display settings for pie and multi-pie charts:- Select No Labels if you do not want Data Analyzer to display a label for the

value of each pie slice.- Select Labels with Extended Lines if you want Data Analyzer to display a label

for the value of each pie slice and a line pointing to each pie slice.- Select Labels Without Lines if you want Data Analyzer to display a label for the

value of each pie slice.- Select Combine Slices if you want Data Analyzer to combine small pie slices in

the chart. Data Analyzer combines pie slices smaller than the percentage you specify. The combined pie slice is called “Other.”

Show Values For Display setting for series label name. Available only for the following chart types:- Standard bar char- Stacked bar chart- Horizontal bar chart- Stacked horizontal bar chart- Standard line chart- Combo chart

Line Chart Options Display settings for standard line charts.You can display a threshold line as a reference line in a line chart. - Select Custom Threshold Line if you want Data Analyzer to display a threshold

line on the line chart.- If you select Custom Threshold Line, specify the value of the threshold line.- If you select Custom Threshold Line, specify the label for the threshold line.- Select Show Point Markers if you want to display data points in the line chart.

Data Analyzer marks each data point with a dot.- Select Hide Point Markers if you do not want to display data points in the line

chart. Data Analyzer displays a smooth line without dots for data points.You can also add certain statistics in the chart.

Table 19-1. Report Chart Options

Property Description

234 Chapter 19: Working with Report Charts

8. To save the changes you made to the report chart, click Go.

9. To add another chart to the report, select the chart type, and click Add New.

10. To view the chart on the Analyze tab, click Analyze.

To view the chart on the View tab, click View.

11. To save the report, click Save.

After you add charts to a report, Data Analyzer displays the number of charts on the Create Report Wizard.

Modifying a Report Chart on the Create Report WizardOn the Charting tab, you can modify a chart that you previously added to the report.

To modify a report chart on the Create Report Wizard:

1. Click Create > Report > Layout and Setup > Charting.

The Charting tab appears.

2. From the Select a Chart list, select the chart you want to modify.

3. To display additional chart options, click Show More Chart Options.

Data Analyzer displays additional chart options.

4. Modify the chart.

For more information about the chart options, see Table 19-1 on page 233.

5. To save the changes you made to the report chart, click Go.

Pareto Chart Options

Display setting for pareto charts. Specify the threshold percentage for pareto charts. Data Analyzer displays each group along the x-axis and the first series along the y-axis up to the percentage threshold you specify. Default threshold percentage is 80 percent.

Null Handling Display settings for null values:- Select Display as Zero if you want to display a null value in the report table as a

zero in the chart.- Select Do not Display if you want to hide null values in the chart.By default, Data Analyzer does not display null values in the chart.

Table 19-1. Report Chart Options

Property Description

Number of charts in report.

Select a Chart List

Working with Report Charts on the Create Report Wizard 235

6. To view the chart on the Analyze tab, click Analyze.

To view the chart on the View tab, click View.

7. To save the report, click Save.

Deleting a Report Chart on the Create Report WizardOn the Charting tab, you can delete a chart that you previously added to the report.

To delete a report chart on the Create Report Wizard:

1. Click Create > Report > Layout and Setup > Charting.

The Charting tab appears.

2. From the Select a Chart list, select the chart you want to delete.

3. Click Delete.

Data Analyzer deletes the chart from the report.

4. To save the report, click Save.

Working with a Report Chart on the Analyze TabOn the Analyze tab, when you run a report, you can add a report chart. You can also add a chart on the Create Report Wizard when you create or edit the report. When you add a chart, you can choose to hide it on the Analyze tab and View tab.

On the Analyze tab, you can also modify or delete a report chart. If you chose to hide the report chart on the Analyze tab and View tab, you can modify or delete the chart on the Create Report Wizard.

Adding a Report Chart on the Analyze TabTo add a report chart on the Analyze tab:

1. Open the report you want to display as a chart.

The report appears on the Analyze tab.

2. To display the chart for a single section in a sectional report table, select the metrics in the section.

3. Click Charts.

The Charts tab appears.

4. Click More Options to display additional chart options.

236 Chapter 19: Working with Report Charts

If the report includes sections, the Charts tab displays chart options for sectional report tables.

5. For reports with sectional report tables, choose to add a chart for every section of the report or a single section of the report.

If you selected a section in step 2, Data Analyzer plots the chart for the selected section. If you did not select a section in step 2, Data Analyzer plots the chart for the first section.

6. Select the display position of the chart.

You can choose to display the chart above, below, to the right, or to the left of the table.

7. On the Charts tab, click the chart type you want to display if you want to plot all metrics in the report table.

-or-

In the report table, select the metrics you want to plot.

Click the chart type you want to display.

The report chart appears on the Analyze tab.

8. To show the chart options toolbar, click Open Chart Options.

The chart options toolbar appears.

Options for sectional reports

Open Chart Options Button

Draw Series Along Table Rows Button

Draw Series Along Table Columns Button

Show More Chart Options Button

Working with a Report Chart on the Analyze Tab 237

9. To display the chart based on row or column data, click Draw Series Along Table Rows or Draw Series Along Table Columns.

10. To hide the colored dots for highlighting in the chart, click Hide Metadata.

If you created a highlighting rule for the report, Data Analyzer displays colored dots next to each highlighted value in the chart. Data Analyzer displays the Hide Metadata button if you set the Interactive Charts option to On.

11. To hide the report chart on the Analyze tab or View tab, click Hide Chart.

By default, Data Analyzer displays the report chart on the Analyze tab or View tab when you add a chart to the report.

12. To display additional chart options, click Show More Chart Options.

Data Analyzer displays additional chart options.

13. Select the chart options.

For more information about the chart options, see Table 19-1 on page 233.

14. Click Go to see the changes you made in the chart.

15. To add another chart to the report, click the chart type you want in the Charts tab.

A new chart appears on the Analyze tab. You can also view the chart on the View tab.

Modifying a Report Chart on the Analyze TabOn the Analyze tab, you can modify a chart you previously added to the report.

To modify a report chart on the Analyze tab:

1. Open the report you want to display as a chart.

The report appears on the Analyze tab.

2. Locate the chart you want to modify.

3. To show the chart options toolbar, click Open Chart Options.

4. To display additional chart options, click Show More Chart Options.

Data Analyzer displays additional chart options.

5. Modify the chart.

For more information about the chart options, see Table 19-1 on page 233.

6. To save the changes you made to the report chart, click Go.

To view the chart on the View tab, click View.

7. To save the report, click Save.

Deleting a Report Chart on the Analyze TabOn the Analyze tab, you can delete a chart you previously added to the report.

To delete a report chart on the Analyze tab:

1. Open the report you want to display as a chart.

The report appears on the Analyze tab.

2. Locate the chart you want to modify.

3. To show the chart options toolbar, click Open Chart Options.

The chart options toolbar appears.

238 Chapter 19: Working with Report Charts

4. Click Remove Chart.

Data Analyzer deletes the chart from the report.

5. To save the report, click Save.

Customizing the Display of a Report ChartWhen you create a report, you select the type of chart to display with the report. You can change the chart type on the Analyze tab. When you change the chart type, Data Analyzer saves the new chart with the report. You might want to change the chart type if you modify the report data on the Analyze tab.

By default, report charts display up to 1000 data points. You can calculate the number of data points in a report by multiplying the number of rows by the number of columns. The system administrator can change the default number of data points for report charts by editing the Chart.MaxDataPoints property in DataAnalyzer.properties.

You must have enough groups or series in the table to display a chart. You need at least one group and one series to plot a pareto chart. Depending on the chart type, you may need more groups or series of data.

If you have a cross tabular report table and you try to plot a large number of series as multi-pie charts in a small area, Data Analyzer might display the following error message:

Chart exceeds specified size. Please either increase the size of the chart or select a smaller number of values and try again.

Select fewer series and plot the multi-pie chart again.

You can display the chart based on either row data or column data.

You can drill into any type of bar, line, or pie chart to see more details about the report data. Drilling into a report chart allows you to get answers to various business questions related to the report data.

Displaying a Part of a Report in a ChartWhen you display the chart, you can display all or any of the report metrics. By default, the chart displays all metrics in the report. You can select metrics or metric values that you want to plot. On the Analyze tab, you can select a section of a report in a chart to plot.

You must have enough groups or series in the table to display a chart. Data Analyzer displays an error message if you do not select the right number of data groups for a chart type.

Displaying Charts for Cross Tabular Report TablesIn a cross tabular report table, when you select a metric column, Data Analyzer plots the selected metric values on the chart. If the cross tabular report table include multiple column attributes and if you select different metrics from different column attributes, Data Analyzer plots all selected metrics for each of the column attribute. For example, if the cross tabular report table include two column attributes and if you select two different metrics from two different column attributes, Data Analyzer plots both metrics for each of the column attribute. The chart displays four sets of metric values.

If the report table includes column attributes only and if you plot the chart along table rows, Data Analyzer does not display legends in the chart.

Displaying Charts for Sectional Report TablesOn the Create Report Wizard, when you add a chart to a sectional report, Data Analyzer creates the chart for every section in the report. On the Analyze tab, you can choose to add a chart only for the report section you select. Data Analyzer does not display a chart for the summary section.

Customizing the Display of a Report Chart 239

On the Analyze tab, you can select the type of chart you want to add for the sectional report. Click More Options to choose to add a chart for every section or only the report section you select. You can also specify where the chart appears.

Figure 19-7 shows the chart options for a sectional report table:

When you create a chart for every section of the report, changes you make to one chart apply to all charts for the other report sections. If you create a chart for every section of the report, Data Analyzer displays an icon for the report chart.

When you print the report or export the report to a PDF or HTML document, Data Analyzer prints or exports charts for the sections that display on the Analyze tab. If you display the Summary section of the report only, Data Analyzer does not print or export any charts.

When you create a chart only for the report section you selected, changes you make to the chart do not apply to other charts in the report. Data Analyzer displays a different icon if you create a chart only for the report section you selected.

The attribute name for the section appears above the chart graphic. If you remove a section from the report table, Data Analyzer removes the corresponding chart from the Analyze tab.

Figure 19-7. Chart Options for a Sectional Report Table

Click More Options to select the type of chart for the sectional report table.

Choose where you want the charts to appear in the report.

Icon for charts you create for every section of the report.

Icon for charts you create for the selected report section

240 Chapter 19: Working with Report Charts

Configuring the Grid Lines for a Report ChartYou can customize the grid lines that display for charts such as line, bar, or bubble charts. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. For example, the following figure displays dotted horizontal grid lines at intervals of 5,000 for a standard bar chart:

By default, Data Analyzer displays dotted grid lines and uses a Gridline Density value of five for each chart. Data Analyzer calculates the actual number of grid lines for an axis depending on the Gridline Density value and the maximum metric value for the report chart. You can configure the Gridline Density value and whether the grid lines display as dotted or solid lines.

Table 19-2 explains the chart options you use to configure the grid lines for a report chart:

If you select different Minor and Major values for an axis, Data Analyzer displays both dotted and solid grid lines for the axis. If the grid lines overlap, only the solid lines display.

Data Analyzer uses an algorithm to calculate the grid line interval depending on the Gridline Density value and the maximum metric value for the chart. Data Analyzer performs the following calculations on these values:

1. Uses the following expression to calculate the upper range of the scale for the chart:

UpperRange = MaxMetric + MaxMetric/10

MaxMetric is the maximum metric value.

Table 19-2. Gridline Density Options

Option Description

Auto Select Auto if you want Data Analyzer to use 5 as the default value for X Minor, Y-1 Minor, or Y-2 Minor, depending on the chart type.Clear Auto and set all axis values to None to display no grid lines in the chart.

X Minor Density value for dotted vertical grid lines for the X axis. Use for horizontal chart types such as horizontal bar.

X Major Density value for solid vertical grid lines for the X axis. Use for horizontal chart types such as horizontal bar.

Y-1 Minor Density value for dotted horizontal grid lines for the left Y axis.

Y-1 Major Density value for solid horizontal grid lines for the left Y axis.

Y-2 Minor Density value for dotted horizontal grid lines for the right Y axis.

Y-2 Major Density value for solid horizontal grid lines for the right Y axis.

Grid lines at intervals of 5,000

Customizing the Display of a Report Chart 241

2. Uses the following expression to calculate the initial value for the interval:

Interval = UpperRange/Density

Density is the value specified in the Gridline Density property.

3. Divides Interval by 10 until Interval is equal to one digit, truncates the decimal values, and records the number of times Interval is divided by 10.

4. Subtracts Interval by one until Interval equals 1, 2, or 5.

5. Multiplies Interval by 10 n times, where n is the number of times Interval was divided by 10 in step 3.

Data Analyzer displays grid lines at this interval. To determine the total number of grid lines, divide UpperRange by the final Interval value.

For example, you create a report chart that has a maximum metric value of 38,088.29.

Table 19-3 shows how Data Analyzer calculates the number of grid lines to display when you set the Y-1 Minor Gridline Density property to 5 or 10:

Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese, you might need to complete the following tasks to display text correctly in a report chart:

♦ Install the correct fonts for your language.

− If you select the Interactive Charts option to view charts, you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer.

− If you do not select the Interactive Charts option, you must install the fonts on the machine that hosts Data Analyzer.

For information about how to install fonts on your machine, see the documentation for your operating system.

♦ Edit the Chart.Fontname property in DataAnalyzer.properties to include the correct fonts.

Table 19-3. Calculating the Number of Grid Lines

Calculations MaxMetric = 38,088.29Y-1 Minor = 5

MaxMetric = 38,088.29Y-1 Minor = 10

1. UpperRange = MaxMetric + MaxMetric/10

UpperRange = 41,897.12 UpperRange = 41,897.12

2. Interval = UpperRange/Density Interval = 8,379.42 Interval = 4,189.71

3. Divide Interval by 10 until Interval is equal to one digit, truncate the decimal values, and record the number of times Interval is divided by 10.

Interval = 8(8,379.42 divided by 10 three times.)

Interval = 4(4,189.71 divided by 10 three times.)

4. Subtract Interval by one until Interval equals 1, 2, or 5.

Interval = 5 Interval = 2

5. Multiply Interval by 10 n times, where n is the number of times Interval was divided by 10 in step 3.To determine the total number of grid lines, divide UpperRange by the final Interval value.

Interval = 5*10*10*10 = 5,000

Data Analyzer displays grid lines at intervals of 5,000, for a total of eight grid lines (41,897.12/5,000 = 8).

Interval = 2*10*10*10 = 2,000

Data Analyzer displays grid lines at intervals of 2,000, for a total of 20 grid lines (41,897.12/2,000 = 20).

242 Chapter 19: Working with Report Charts

Displaying Geographic ChartsYou can display geographic charts for a report with one attribute and a tabular report table. A geographic chart displays a map. Each section of the map can represent an attribute value. You can move the pointer over a section of the map to view the metric values for a specific attribute value. You cannot drill into a geographic chart.

To view the metric and attribute values by moving the pointer over a region of the map, you must enable interactive charts and indicators.

Using Maps as ChartsData Analyzer provides XML files that contain the definitions for the maps used in Data Analyzer. The PowerCenter installer installs XML files for the maps of the United States of America, United Kingdom, and Canada. Each map consists of several shapes. For example, the USA map consists of shapes that represent the states in the USA.

To use a map as a geographic chart, you need to associate a map XML file to an attribute in the report:

♦ The attribute name corresponds to the whole map. For example, you can associate the USA map with the State attribute in a report. The SHAPES element in the XML file corresponds to the whole map.

♦ The attribute value corresponds to a shape in the map. For example, you can associate a shape in the USA map with a value of the State attribute in a report. Each SHAPE element in the XML file corresponds to an area in the map.

Data Analyzer looks in the directory specified in the DataAnalyzer.properties file for the XML file associated with the attribute. Once you associate an XML file with the attribute, you can display a geographic chart for any single-attribute report that uses the attribute. If you want to display a geographic chart for another report that uses a different attribute, create a copy of the XML file and associate it with that attribute.

For example, you have a report with a Customer Count metric and a State attribute. The State attribute values are abbreviated state names such as AZ, CA, and MA. To show this report as a map of the USA and show the customer count for each state in the map, you must edit the SHAPES element in the XML file to associate it with the State attribute name.

Then, edit each SHAPE element in the XML file that you want to associate with an attribute value. For example, edit the SHAPE element for California and associate it with the attribute value CA. When you display a geographic chart for a report with one attribute that uses the State attribute, you can hold the pointer over the state of California on the map and see the attribute value, CA, and the customer count for California.

By default, the values associated with the SHAPE elements of the states in the USA map are the full names of the states, such as Arizona, California, and Massachusetts. If the value of the State attribute is the full name of each state, you do not need to modify the SHAPE elements in the XML file.

Associating a Map with More than One AttributeTo display a report with one attribute as a geographic chart, the attribute must have an associated map XML file. If you want to associate a map XML file with more than one attribute, you can make copies of the XML file and modify each one for the attribute you want to associate with it.

For example, to associate the usa.xml file with the State attribute and the Region attribute, you can make two copies of the map and name them usa_state.xml and usa_region.xml, leaving the usa.xml file as a backup file.

Modify the elements of the usa_state.xml to correspond with the State attribute and its values. Modify the elements of the usa_region.xml to correspond with the Region attribute and its values.

Displaying Geographic Charts 243

Steps to Display Geographic Charts for a ReportTo display geographic charts for a report, complete the following steps:

1. Locate and edit the map XML file. Data Analyzer provides several maps. Use the map appropriate for the report you want to use.

2. Associate the map with an attribute. You must edit the SHAPES element in the XML file to associate it with an attribute.

3. Associate each shape with an attribute value. If the attribute values in the report do not match the default shape names in the XML file, you must edit the SHAPE elements in the XML file to associate each shape to an attribute value.

4. Display the geographic chart. Create a report with one attribute that contains the attribute you associated with the XML file.

Step 1. Locate and Edit the MapBefore you modify the XML file for the map you want to use, back up the file.

To edit the map XML file:

1. Locate the map file in the following directory:

<PCAEInstallationDirectory>/DataAnalyzer/maps/

2. The PowerCenter installer installs the following map files:

♦ canada.xml. Map of Canada.

♦ uk.xml. Map of the UK.

♦ usa.xml. Map of the USA.

♦ USA_No_Alaska.xml. Map of the USA, excluding Alaska.

3. Use a text editor to open the XML file for the map you want to use.

You can open and edit the XML file in the default /maps directory. Or, you can copy the XML files and save them to a different directory.

If you save the XML files to a different directory, you need to modify DataAnalyzer.properties to specify the directory where you saved the XML file.

If you edit and save the map XML files in the default directory, you do not need to update DataAnalyzer.properties.

Step 2. Associate the Map with an AttributeThe SHAPE element contains the ATTRIBUTE element. You must set the name of the ATTRIBUTE element to the name of the attribute in the report.

To associate the XML file with an attribute:

1. In the XML file for the map you want to use, locate the following line within the SHAPES element:

<ATTRIBUTE name=""/>

2. Add the complete system name of the attribute you want to associate with the map file.

See the Schema Directory for the complete system name of the attribute. Data Analyzer prefixes the attribute name with the table name. For example, to associate the map with the attribute called State from the Store dimension table, add the complete name of the attribute:

<ATTRIBUTE name="Store.State"/>

3. View the rest of the XML file.

4. Save the XML file.

244 Chapter 19: Working with Report Charts

If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file, you do not need to modify the SHAPE elements. Restart Data Analyzer and then go to “Step 4. Display a Geographic Chart” on page 245.

If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file, you must modify the SHAPE elements. Continue with the next step.

Step 3. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute, you may need to associate each shape in the XML file with an attribute value.

Each map has a number of shapes for specific areas in the map. Modify the SHAPE element for each area you want to show data on the report. You need to modify the SHAPE elements only for the areas you want to show data in the report.

Note: Attribute values are case sensitive.

To associate each shape in the XML file to an attribute value:

1. In the XML file for the map you want to use, locate the line with the following text:

<SHAPE name=”

The name of the SHAPE element is the name of the area in the map.

2. Scroll down to locate the line under the SHAPE element with the following text:

<ATTRIBUTE value=

The value of the ATTRIBUTE element must correspond to the value of the attribute that you want to associate with the shape.

3. Set the attribute value for the shape to a value in the attribute associated with the map.

For example, to associate the shape named California in the usa.xml map with the attribute value CA, locate the following element:

<SHAPE name=”California" xmin="-124.39147186279297"ymin="32.53572463989258" xmax="-114.12445068359375"ymax="42.00234603881836"><ATTRIBUTE value="California"/>

Set the attribute value for the shape to CA:

<SHAPE name="California" xmin="-124.39147186279297"ymin="32.53572463989258" xmax="-114.12445068359375ymax="42.00234603881836"><ATTRIBUTE value="CA"/>

4. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report.

5. Save the XML file.

6. Restart Data Analyzer.

Step 4. Display a Geographic ChartIf you create a report with one attribute associated with a map XML file, Data Analyzer displays a link for the XML file when you display the report on the Analyze tab. To view the geographic chart for the attribute, click Charts on the Analyze tab, and then click the XML file name.

Value must match a value of the attribute associated with this map.

Name identifies area in the map.

Displaying Geographic Charts 245

You do not need to associate an attribute value for every shape in the map. Shapes that do not have an associated attribute value display in gray. Hold the pointer over a shape in the chart to view the metric values for a specific attribute value.

Note: When you display a geographic chart, Data Analyzer plots each row in the table as a series on the chart. When you create a chart indicator based on a geographic chart, Data Analyzer plots each row in the table as a series on the chart indicator.

Editing DataAnalyzer.properties to Set the Map DirectoryIf you store the map XML files in a different directory, you must specify the new directory for the XML files in DataAnalyzer.properties. All map XML files must reside in the directory specified in DataAnalyzer.properties. Keep the map XML files in a directory on the machine where Data Analyzer is installed.

You can specify the new directory for the XML files by editing the Maps.Directory property in DataAnalyzer.properties. Change the value of the Maps.Directory property to the full path of the directory where the map XML files are located.

Note: Use the forward slash (/) in the path name.

Modifying Report Chart ColorsBy default, Data Analyzer uses colors in the ias_default_chart_colors.xml file for report charts. The colors for series in the chart display in the order the colors appear in ias_default_chart_colors.xml.

You can modify chart colors by performing the following tasks:

♦ Modify the default chart colors by editing ias_default_chart_colors.xml. You can change the order of colors in ias_default_chart_colors.xml or add new colors to the file.

♦ Assign a color to an attribute value in the attribute properties. You can assign a chart color to an attribute value in the attribute properties of the dimension table. When Data Analyzer displays a chart with one attribute, Data Analyzer displays the series in the color you specify.

Modifying the Default Chart ColorsBy default, Data Analyzer displays chart series using colors in the order they appear in ias_default_chart_colors.xml. You can change the order of colors in ias_default_chart_colors.xml to change the default color of chart series.

You can also add new colors to ias_default_chart_colors.xml. When you add a new color to the file, Data Analyzer uses the new color in the order it appears in the file. Data Analyzer displays the new color along with the default colors when you choose a color for an attribute value in the dimension table.

You can also choose the new color when you define the chart color attribute property in the dimension table.

The ias_default_chart_colors.xml file is stored in the Data Analyzer EAR file. To access the files in the Data Analyzer EAR file, use the EAR Repackager utility provided with Data Analyzer.

Back up ias_default_chart_colors.xml before you modify it.

To modify the default chart colors:

1. In the directory where you extracted the Data Analyzer EAR file, locate ias_default_chart_colors.xml in the following folder:

/custom/properties

2. Open the file with a text editor.

246 Chapter 19: Working with Report Charts

3. If you want to change the order the colors appear in ias_default_chart_colors.xml, cut the lines containing the color you want to change and paste it in the order you want.

For example, by default, #3399CC is the first color, and #33CC33 is the second color in the XML file:

<color> <hexcode>#3399CC</hexcode></color><color> <hexcode>#33CC33</hexcode></color>

If you want to change the order of the colors in the XML file and move #3399CC to the second color in the list, edit the file as follows:

<color> <hexcode>#33CC33</hexcode></color><color> <hexcode>#3399CC</hexcode></color>

4. If you want to add a new color, add the following lines to ias_default_chart_colors.xml:

<color> <hexcode>#HexadecimalCode</hexcode></color>

HexadecimalCode is the hexadecimal representation of the color you want to add.

5. Save ias_default_chart_colors.xml.

6. Restart Data Analyzer.

Assign a Chart Color to an Attribute ValueYou can assign a chart color to an attribute value in the attribute properties of the dimension table. When Data Analyzer displays a chart with one attribute, Data Analyzer displays the series in the color you specify.

You cannot assign the same color to more than one attribute value in the dimension table.

The series name must match the attribute value name for Data Analyzer to display the color for the series. If the series name does not match the attribute value name, Data Analyzer displays the series in default colors in ias_default_chart_colors.xml.

TroubleshootingOn the Mozilla Firefox browser, when I edit a report chart option on the Analyze tab, Data Analyzer does not update the report chart with the changes.On the Analyze tab, when you edit the height or width of a report chart, Data Analyzer correctly updates the chart. However, when you edit any other report chart option, Data Analyzer does not display the updated value in the chart.

On the Analyze tab, Data Analyzer gets the report chart options from the Mozilla Firefox browser cache. Even after you edit an option value, Data Analyzer continues to display the cached values. To display updated values, use one of the following workarounds:

♦ Edit the report chart options on the Create Report Wizard.

♦ Disable the browser cache for Mozilla Firefox.

Troubleshooting 247

To disable the browser cache for Mozilla Firefox:

1. In the address bar of the browser, enter the following text and press Enter:

about:config

Mozilla Firefox displays a list of preferences and the status, type, and value for each preference.

2. Locate the following preference in the list of preferences:

browser.cache.memory.enable

The default value for the browser.cache.memory.enable preference is true.

3. Double-click the preference name to change the value to false.

4. Close the browser window.

5. Log in to Data Analyzer and edit the report chart options on the Analyze tab.

I want to create a geographic chart but I do not see a link for the map XML file when I click Charts on the Analyze tab.One of the following situations can cause this problem:

♦ Data Analyzer displays geographic charts for a report with one attribute only. If a report uses more than one attribute, Data Analyzer does not display a link for the XML file.

♦ You did not specify the directory that contains the XML file in DataAnalyzer.properties. Data Analyzer looks for the XML file in the directory specified for the Maps.Directory property in DataAnalyzer.properties. If you copied the XML file to a different directory, you must specify this directory in DataAnalyzer.properties.

♦ You did not specify the correct attribute name in the XML file. You must specify the complete name of the attribute. Open the XML file associated with the attribute and make sure that you specified the correct attribute name for the SHAPES element.

I cannot see metric or attribute values when I hold the pointer over a shape in the geographic chart.To see metric or attribute values when you hold the pointer over a shape in the geographic chart on the Mozilla Firefox or Internet Explorer browser, you need to set the Interactive Charts, Graphs, and Indicators option to On.

On the Internet Explorer browser, you also need to complete the following tasks to see metric or attribute values when you hold the pointer over a shape in the geographic chart:

♦ Install Adobe SVG Viewer 3.0.

♦ Enable Active X controls for the Internet Explorer browser.

Why do some areas on the geographic chart display in gray?Data Analyzer displays shapes that do not have an associated attribute value in gray. Check the XML file to make sure you specified the correct attribute value for the SHAPE element corresponding to the area where you want to display data.

248 Chapter 19: Working with Report Charts

C H A P T E R 2 0

Sharing Report or Dashboard Information

This chapter includes the following topics:

♦ Overview, 249

♦ Setting Up HTML and PDF Display Options, 250

♦ Printing a Report or Dashboard, 251

♦ Exporting Report or Dashboard Data, 252

♦ Emailing a Report or Dashboard, 254

♦ Adding Comments to a Report or Dashboard, 256

♦ Adding and Viewing Feedback on a Report or Dashboard, 256

♦ Troubleshooting, 257

OverviewComplete the following tasks to exchange report or dashboard information with other users:

♦ Print a report or dashboard.

♦ Export a report or dashboard.

♦ Email a report or dashboard.

♦ Add discussion comments on the report or dashboard.

♦ Provide feedback on the report or dashboard.

You can specify the display options for reports or dashboards. Data Analyzer uses the display options as the default display setting each time you print, export, broadcast, archive, or email a report or dashboard in PDF or HTML format.

Composite reports use most of the same options as other reports.

249

Setting Up HTML and PDF Display OptionsYou can specify the display options for reports or dashboards for PDF and HTML formats. Data Analyzer uses the display options as the default display setting each time you print, export, broadcast, archive, or email the report or dashboard. When you print or export the report or dashboard, you can override the default settings. You cannot change the display setting when you archive, email, or broadcast the report or dashboard.

When you specify the display options, you specify the page orientation, layout, headers and footers, pagination, and margins. You can also specify the report or dashboard information that appears on the top of the page when the report or dashboard displays in PDF or HTML format.

If you have multiple charts and tables in a report, the charts appear next to the corresponding tables in the PDF or HTML document. When you created the chart, if you set the chart position as left of the table, the chart appears above the table in the PDF or HTML document. If you set the chart position as right of the table, the chart appears below the table in the PDF or HTML document.

To set HTML and PDF display options:

1. To configure the HTML and PDF display options for a report, click Create > Report > Layout and Setup > Formatting.

-or-

To configure the HTML and PDF display options for a dashboard, click Create > Dashboard > Publish > Formatting.

The Formatting tab appears.

2. Enter the PDF Display Options information:

3. Select the report or dashboard information you want to display with the report or dashboard.

The information you select appears on the top of the page when you export, broadcast, archive, or email the report or dashboard in HTML or PDF format.

The report or dashboard information also appears on the top of the page when you print the report or dashboard. You can modify the selection when you print or export the report or dashboard.

4. Save the report or dashboard.

Property Description

Orientation Direction of the page display. Choose Portrait or Landscape.

Layout Size of the page you want to display. Choose one of the following options:- Fit Width to Page (for reports only)- Fit to Page- Percent of Normal SizeIf you choose to display the report at a percentage of its normal size, you can also wrap the report tables.If a report includes an attribute of the HTML datatype and if you choose Fit to Page, the HTML links do not work in the PDF version of the report.

Headers/Footers Size of the header or footer. The total size of the header, footer, and margins must not exceed 60% of the page size.

Pagination (sectional reports and dashboards with multiple containers)

For sectional reports and dashboards with multiple containers. You can choose to insert page breaks before each report section. You can choose to insert page breaks after each dashboard container.

Margins Size of the page margins in inches. The total size of the header, footer, and margins must not exceed 60% of the page size.

250 Chapter 20: Sharing Report or Dashboard Information

Printing a Report or DashboardYou can print a report from the View tab or Analyze tab. You can print a dashboard from the View tab only.

When you print a report from the Analyze tab, Data Analyzer displays all options of the Print window. When you print a report from the View tab, Data Analyzer hides the following layout options from the Print window:

♦ Fit to Page

♦ % of normal size

♦ Wrap Table(s)

When you print a sectional report from the Analyze tab, Data Analyzer prints the sections you select. When you print a sectional report from the View tab, Data Analyzer prints all sections, excluding the summary and grand total table.

When you print a dashboard, Data Analyzer prints the following dashboard items:

♦ Gauge indicators, table indicators, and chart indicators

♦ Dashboard name and description

♦ Container name and description

♦ Shared filters

♦ Container border

Data Analyzer does not print any icons, buttons, reports or shared documents on the dashboard.

You can choose the report or dashboard information that you want to print, such as the report or dashboard description or the date the report or dashboard was last updated. You can also configure the layout of the page, including the orientation and margins. For a report with sectional report tables, you can print each section on a separate page.

You configure the default print settings for reports or dashboards when you create the report or dashboard. For reports, you configure the default page layout and report information on the Layout and Setup page of the Create Report Wizard. For dashboards, you configure the default page layout and dashboard information on the Formatting tab of the Create Dashboard Wizard.

When you print a report or dashboard, Data Analyzer imports these settings and displays them on the Print Report or Print Dashboard page. You can override the settings on the Print Report or Print Dashboard page. However, any changes you make here are not saved to the Layout and Setup page or the Formatting tab.

Before you print a report or dashboard, Data Analyzer displays the item as a PDF document in a new browser. You need Adobe Acrobat Reader version 4.0 or later to display the report or dashboard. If you do not have Adobe Acrobat Reader installed on your machine, Data Analyzer prompts you to save the report or dashboard as a PDF document to your computer. After you install Adobe Acrobat Reader, you can view and print the PDF document.

Tip: To send a report to a printer, you can broadcast the report to a network drive, and use a Windows/UNIX script to send the report to the printer.

To print a report or dashboard:

1. Display the report you want to print on the View tab or the Analyze tab.

-or-

Display the dashboard you want to print on the View tab.

2. Click Print.

The Print window appears.

3. In the Print window, select the report or dashboard information you want to print and configure orientation and other page layout options.

Print ing a Report or Dashboard 251

Note: Fit to Page, Percent of Normal Size, and Wrap Tables options do not display when you print reports from the View tab. Fit Width to Page and Wrap Tables options do not display when you print dashboards.

4. Click Print Preview.

5. Adobe Acrobat opens in a new browser window to display the report or dashboard.

6. From the File menu in the new browser window, choose Print to print the report or dashboard.

-or-

Click the Print button on the toolbar to print the report or dashboard.

Note: When you open a cached report for the first time and print the report, Data Analyzer displays the last update time as “Not Available.”

Exporting Report or Dashboard DataYou can export report data from the View tab or Analyze tab. You can export dashboard data from the View tab only.

When you export report or dashboard data, Data Analyzer creates a file in the format you specify. You can save this file to the local drive. Export a report or dashboard to send it to someone outside your organization. You can use an exported report in another program, such as Excel, Acrobat, or DreamWeaver.

You can use the Analyze or View tab to export report data to the following formats:

♦ HTML Document

♦ PDF Document

♦ Microsoft Excel

♦ Comma Separated Value (CSV) Document

Note: System administrators can also export report definitions to an XML file.

If you use the Mozilla Firefox browser and the report or dashboard name contains spaces, Data Analyzer replaces the spaces with the underscore (_) character.

Exporting Data to HTMLYou can choose the report or dashboard information that you want to include. When you export report or dashboard data to HTML, Data Analyzer exports the report or dashboard data to a zip file. The zip files contains the HTML file and a folder for any associated images. For a dashboard, the images folder contains the image files for indicators. For a report, the images folder contains the image files for the report chart, header and footer, and highlighting.

The HTML file has the same name as the report or dashboard you want to export. If a dashboard name contains ASCII characters, Data Analyzer assigns Dashboard.html as the name for the HTML file.

Exporting Data to PDFYou can choose the report or dashboard information you want to include. You can also configure the orientation and layout of the file. For a report with sectional report tables, you can display each section on a separate page.

When you export a report or dashboard to PDF, you can configure page layout options and choose the report or dashboard information you want to display. You configure the default print settings for reports or dashboards when you create the report or dashboard.

When you export the report or dashboard to PDF, Data Analyzer displays the report or dashboard as a PDF document in a new browser window. You need Adobe Acrobat Reader version 4.0 or later to display the report

252 Chapter 20: Sharing Report or Dashboard Information

or dashboard as a PDF document in a new window. If you do not have Adobe Acrobat Reader installed on your machine, Data Analyzer prompts you to save the report or dashboard as a PDF document to your computer. After you install Adobe Acrobat Reader, you can view the PDF document.

Exporting Data to CSVA CSV document contains comma-separated values. Report table formats and layout might not display properly in the exported CSV file. For example, if a report contains date values, the CSV document might not display the same date format as the date format used in the report. If you want to change the date format displayed in the CSV document, export the report to an Excel document and change the format. After you change the format, save the Excel document as a CSV document.

Steps to Export Report or Dashboard DataWhen you export a sectional report on the Analyze tab, Data Analyzer exports the sections you select. When you export a sectional report on the View tab, Data Analyzer exports all sections, excluding the summary and grand total table.

To export report or dashboard data:

1. Display the report you want to export on the View tab or the Analyze tab.

-or-

Display the dashboard you want to export on the View tab.

Data Analyzer displays cached data for cached reports. For on-demand reports and real-time reports, Data Analyzer runs the report.

2. Click Export.

The Export window appears.

3. Select the format for export.

If you select HTML format, select the report or dashboard information you want to export.

If you select PDF format, select the report or dashboard information you want to export and configure the page layout for the PDF file. You can configure the page layout options only if you select PDF format. You can configure the default page layout settings when you create the report or dashboard.

If the Excel, CSV, and HTML options are disabled, you might not have the required privileges.

4. Click Export.

5. Save the file to the local drive.

If you export to HTML, Data Analyzer saves the report or dashboard as a zip file. Unzip the file to view the report in HTML format.

If you export to PDF, click the Saves Copy of the File button in the PDF toolbar to save the report.

Note: If the report or dashboard name contains a period (.), Data Analyzer replaces the period with an underscore (_) in the exported file name.

Exporting Reports or Dashboards Containing Japanese Fonts to PDFIf a report or dashboard contains Japanese fonts and you export the report or dashboard to a PDF file, you must download the Asian Font Package from the Adobe Acrobat web site to view the PDF file. Save the Asian Font Package on the machine where you want to view the PDF file. You can find the Asian Font Package from the following web site:

http://www.adobe.com/products/acrobat/acrrasianfontpack.html

Exporting Report or Dashboard Data 253

Emailing a Report or DashboardYou can email a report from the Analyze tab, Find tab, or View tab. You can email a dashboard from the View tab only.

You can attach a report from the Analyze, Find or View tab in one of the following formats:

♦ Link Only

♦ PDF Document

♦ Embedded HTML

♦ Microsoft Excel

♦ Comma Separated Value (CSV) Document

When you email a report or dashboard as a link only, Data Analyzer sends a hyperlink to the saved report or dashboard. When you email a report or dashboard in any other format, Data Analyzer attaches the report or dashboard in its current state, including any unsaved changes.

When you email a workflow report as a link only, Data Analyzer sends a hyperlink to the primary report in the analytic workflow. When you email a workflow report in any other format, Data Analyzer attaches the workflow report you are currently viewing.

When you email a report in PDF format, Data Analyzer uses the page layout settings in the Layout and Setup page to display the report. When you email a dashboard in PDF format, Data Analyzer uses the page layout settings in the Formatting tab to display the dashboard.

When you email a report or dashboard in PDF or HTML format, Data Analyzer also displays the report or dashboard information you select in the Layout and Setup page and the Formatting tab respectively. You cannot change these display settings when you email the report or dashboard.

You can also choose to include a hyperlink to the report or dashboard in the body of the email.

Data Analyzer uses your reply-to email address as the From address for the outgoing email. You can add a reply-to email address on the Web Settings page of the Manage Account tab. If you do not have a reply-to email address, Data Analyzer prompts you to enter a From email address.

Note: Before you can email a report or dashboard, the Data Analyzer system administrator must configure a Data Analyzer mail server.

Data Analyzer supports mail clients on Windows and UNIX.

You can attach up to three reports or dashboards to outgoing email messages. Maximum combined size of attachments is 2 MB.

To email a report or dashboard:

1. Display the report you want to email on the View or Analyze tab.

-or-

On the Find tab, click the report you want to email.

-or-

Display the dashboard you want to email on the View tab.

2. Click Email.

Note: On the Find tab, the Details task area displays the Email button.

The Email window appears.

3. If you do not have a reply-to email address, enter your email address in the From field.

254 Chapter 20: Sharing Report or Dashboard Information

4. Enter the following information:

Note: If the Data Analyzer system administrator has configured the LDAP directory, you can email the report or dashboard to a contact in the directory.

5. To attach another report or dashboard to the email message, click Attachments.

The Attachments page appears.

Click Browse to select a file, and click Attach File to attach the file. Click OK.

6. Click Send.

Data Analyzer sends the email to the specified recipients.

Selecting Email Recipients from the LDAP Directory ServiceIf the Data Analyzer system administrator has configured the LDAP directory service, you can email the report or dashboard to a contact in the directory.

To select an email recipient from a directory:

1. In the Email window, click To, Cc, or Bcc.

-or-

In the Email Document window, click To, Cc, or Bcc.

The Contacts window appears.

2. Select the directory from the Select a Directory list.

-or-

To search for a recipient, in the Search field, enter the contact last name, and click Go.

3. In the Contact List text box, click the contact.

4. Click To, Cc, or Bcc.

Property Description

To Email address of the recipient. You can send the email to more than one recipient. Separate multiple email addresses by a comma (,) or a semicolon (;).

Cc Email address for carbon copying the email. You can include more than one email address.

Bcc Email address for blind carbon copying the email. You can include more than one email address.

Subject Subject of the email.

Send report as/Send dashboard as

Format for the report or dashboard. Data Analyzer sends the report or dashboard as an attachment in the format you select. If you select Link Only, Data Analyzer sends a hyperlink to the saved report or dashboard instead of an attachment.

Send link with message

Select this option to include a hyperlink to the report or dashboard in the body of the email. This option is not available when you send the report or dashboard as Link Only.

Text box Body of the email.

Emailing a Report or Dashboard 255

Adding Comments to a Report or DashboardYou can add and view comments to discuss a report or a public dashboard. Comments can be notes about the report or public dashboard or additional information about the report or public dashboard that you want to share with other users.

To view comments for a report, open the report in the View tab or Analyze tab and click Discussion. To view comments for a dashboard, open the dashboard in the View tab and click Discussion.

To add a comment for a report or dashboard:

1. Display the report on the View tab or Analyze tab.

-or-

Display the dashboard on the View tab.

If the report or public dashboard contains unread comments, the Discussion button appears in bold.

Note: Data Analyzer disables the Discussion option if you do not have the privilege to view a report or dashboard. When the Discussion option is disabled, there is no indication for unread comments.

2. Click Discussion.

The Discussion window displays all comments for the report or dashboard.

3. Click Add Comment.

The Comment area appears.

4. Enter a comment for the report or dashboard.

5. Click OK.

Your user name, comment, and the time when you add the comment display in the list on the Discussion window.

If you have the appropriate privileges, you can delete a comment. Click the Delete button next to the comment. The owner of the report or the dashboard can delete the comments in discussions.

6. Click Close.

Data Analyzer closes the Discussion window.

Adding and Viewing Feedback on a Report or Dashboard

Use the View tab or Analyze tab to provide feedback on a report to send the report owner requests and suggestions. Use the View tab to provide feedback to the owner of a public dashboard.

You can provide feedback for a report or dashboard if you are not the owner of the report or dashboard.

Adding FeedbackTo add feedback on a report or dashboard:

1. Display the report on the View tab or Analyze tab.

-or-

Display the dashboard on the View tab.

256 Chapter 20: Sharing Report or Dashboard Information

2. Click Feedback.

The Feedback window appears.

3. Enter your feedback.

4. Click OK to submit the feedback.

Viewing or Deleting FeedbackTo view feedback on a report or dashboard, you must be the owner of the report or dashboard and you must have the appropriate privileges. After you view a feedback, you can delete it.

To view or delete feedback on a report or dashboard:

1. Display the report on the View tab or Analyze tab.

-or-

Display the dashboard on the View tab.

If the report or dashboard contains unread feedback, the Feedback button appears in bold.

2. Click Feedback.

The Feedback window displays a list of feedback, the users who submitted the feedback, and the time.

3. To delete a feedback, click the delete button for the feedback.

4. Click Close.

TroubleshootingWhen I export or email a report to PDF format from the View tab, HTML attribute values display as strings without URL links.Data Analyzer converts HTML attribute values in a report to string values when you complete the following tasks:

♦ Click Print Preview while printing the report from the View tab.

♦ Export a report to PDF format from the View tab.

♦ Email a report in PDF format from the View tab.

For example, you have a report that contains an HTML attribute with the following value:

<a href=“http://www.acme.com” target=“_parent”>Acme Products</a>

When you export or email the report to PDF format from the View tab, the exported PDF file contains the following string without the URL link:

Acme Products

To display the string with the URL link, export or email the report to PDF format from the Analyze tab.

Troubleshooting 257

258 Chapter 20: Sharing Report or Dashboard Information

C H A P T E R 2 1

Working with Microsoft Excel

This chapter includes the following topics:

♦ Overview, 259

♦ Working with a Microsoft Excel Template, 259

♦ Exporting Report Data to Microsoft Excel, 263

♦ Displaying a Report as a Microsoft Excel PivotTable, 270

♦ Installing Microsoft SOAP Toolkit, 272

OverviewUse Microsoft Excel with Data Analyzer in one of the following ways:

♦ Create Microsoft Excel templates for reports. You can create Microsoft Excel templates so other users can export, broadcast, and archive reports based on the template.

♦ Export report data to an Excel file.

♦ Display report data as an Excel PivotTable.

To perform the above tasks, you need the Microsoft SOAP Toolkit 3.0 on your machine. For more information, see “Installing Microsoft SOAP Toolkit” on page 272.

Working with a Microsoft Excel TemplateWhen you create a report, you have the option to create Microsoft Excel templates so other users can complete the following tasks based on the template:

♦ Export

♦ Broadcast

♦ Archive

A template can contain unique formatting, additional worksheets, and other Excel options. After you create a template, you upload it to the Data Analyzer repository. People who use the report can use the template later when they export, broadcast, or archive the report to an Excel file.

Use templates to perform Excel functions and other worksheet functions, or to standardize the format of a report table. For example, you may have a report that lists sales data by cities in the United States. You want to

259

highlight cities in the eastern USA for the eastern division of your organization, and highlight cities in the western USA for the western division. You can create two templates for the report, one for the eastern USA and another for the western USA. Each division can use the appropriate template when they export the report data.

To use an Excel template, you must complete the following tasks:

1. Install Microsoft SOAP Toolkit version 3.0 on the machine where you work with the Excel template. You need Microsoft SOAP Toolkit to upload or refresh the template. Data Analyzer provides Microsoft SOAP Toolkit installation and prompts you to install it if you do not have version Microsoft SOAP Toolkit 3.0 on the machine where you work with the Excel file.

2. Set the security level for Excel to Medium. Before you can work with an Excel template, you must set the security level for Excel to Medium to enable macros. If you do not set Excel to enable macros, you cannot view the exported report data or Excel template.

In Excel 2000, you can set the security level by choosing Tools > Macro > Security. On the Security tab, set the security level to Medium.

In Excel 2002, you can set the security level by choosing Tools > Options > Security. Click the Macro Security button and set the security to Medium.

3. Create the template.

4. Upload the template to the Data Analyzer repository.

To create a template, you must have Microsoft Excel 2000 or above installed on the machine where you save and edit the template.

Creating the Excel Template You can create an Excel template after you save a report.

When you create an Excel template, Data Analyzer creates an Excel file with the following worksheets:

♦ Instructions. Provides instructions on how to create a template. This worksheet is hidden when a user exports, broadcasts, or archives report data using the template.

♦ Data. Contains report data. This worksheet is hidden when you export report data with the template. Each time you refresh data, Data Analyzer overwrites the data on the Data worksheet. Do not edit, rename, or delete the Data worksheet.

♦ Analyze. Displays the report data in an Excel PivotTable. An Excel PivotTable is an interactive table that allows you to rotate columns and rows. Use the Analyze worksheet for advanced Excel functions. For more information about Excel PivotTables, see the Microsoft Excel documentation.

The PivotTable on the Analyze worksheet uses the Data worksheet as source data. Each time you refresh data in the template, the PivotTable on the Analyze worksheet gets new data from the Data worksheet.

♦ Report. Displays the report data in a basic Excel table. Data from the Report worksheet refers to data on the Analyze worksheet. Use the Report worksheet to edit report formatting for printable versions of the report.

Note: The name of the Report worksheet is the name of the report.

After you create the template, you can add new worksheets and custom formatting to the template.

260 Chapter 21: Working with Microsoft Excel

To create an Excel template for a report:

1. On the Create Report Wizard, click Publish > Templates.

The Templates tab appears.

2. Enter a name for the template.

Maximum length is 255 characters.

3. Enter a description for the template.

4. Click Create Template.

Note: Data Analyzer enables the Create Template button only if you have run the report at least once. If you have not run the report, click Display Report or the link in the Directions task area of the Templates tab to run the report.

The File Download window appears.

5. Click Save to save the template file to the local drive.

Note: You must save the file to the local drive before opening the file. Do not click Open in the File Download dialog box.

When download completes, the Download Complete window appears.

6. Click Open to open the template file.

Data Analyzer opens Microsoft Excel.

7. Click Enable Macros.

Microsoft Excel displays the template file.

8. Edit the template file.

When you edit the template file, you can refresh data from the report.

When you edit the template file, you can rename, add, or delete worksheets. Do not edit, rename, or delete the Data worksheet.

After you finish editing the template file, save it and upload it to the repository so you can use it to export the report data.

Click here to run the report.

Working with a Microsoft Excel Template 261

Uploading the Excel TemplateAfter you edit the Excel template, upload it to the Data Analyzer repository so you can use it to export, broadcast, or archive the report data. To upload the Excel template, you must have Microsoft SOAP Toolkit 3.0 installed on the machine where you saved the Excel template. If you do not have Microsoft SOAP Toolkit 3.0 on your machine, Data Analyzer prompts you to install it and provides the SOAP Toolkit 3.0 installation.

To upload an Excel template:

1. Open the Excel template on your local drive.

2. Click the Upload button in Microsoft Excel.

If you do not have Microsoft SOAP Toolkit 3.0 on your machine, Data Analyzer prompts you to install it.

3. Data Analyzer prompts you for your user name and password.

4. Enter a user name and password.

Use the following format for user name: username@namespace.

Data Analyzer displays the template name and report name for you. Data Analyzer uploads the template for the report you used to create the template. Do not edit the report name.

If the template name exists for the report in the Data Analyzer repository, Data Analyzer displays a warning message. You can choose to overwrite the template in the repository. If you specify a different template name, Data Analyzer uploads the template as a new template for the report.

5. Click Save.

6. Click the Refresh button in your browser to see the uploaded template name in the Manage Templates task area.

You can now use the Excel template to export, broadcast, or archive the report data.

Editing an Excel TemplateIn the Manage Templates task area of the Templates tab, you can view a list of the uploaded Excel templates and edit Excel templates. After you edit an Excel template, upload it again to the repository.

To edit an Excel template:

1. Edit the report that the Excel template is based on.

The report appears on the Create Report Wizard.

2. Click Publish > Templates.

3. On the Templates tab, select the template you want to edit from the Manage Template task area.

4. Click Edit.

Microsoft Excel launches.

5. Click Save.

6. Click Enable Macros to open the template.

7. Edit the template in Microsoft Excel.

After you edit the template, upload it again to the repository.

Deleting an Excel TemplateIn the Manage Templates task area of the Templates tab, you can delete templates from the Data Analyzer repository.

262 Chapter 21: Working with Microsoft Excel

To delete an Excel template:

1. Edit the report that the Excel template is based on.

The report appears on the Create Report Wizard.

2. Click Publish > Templates.

3. On the Templates tab, select the template you want to edit from the Manage Template task area.

4. Click Delete.

Data Analyzer deletes the template from the repository, but not from the local drive.

Exporting Report Data to Microsoft ExcelYou can choose several ways to export report data to a Microsoft Excel file. You can choose to retain Data Analyzer formatting in the Excel file or use the formatting and functions in an Excel template. You can also export the report data to an Excel PivotTable to use advanced Excel functions. The Excel file retains custom metrics and formatting.

When you choose the Excel PivotTable or Template options, you can refresh data in Excel. You cannot refresh data when you choose the Retain Data Analyzer Formatting option. To refresh data, you must first install the Microsoft SOAP toolkit version 3.0 on the machine where you save the Excel file.

When you export report data to an Excel file, choose from the following options:

♦ Retain DA Formatting. Data Analyzer creates an Excel file and writes the report data to the file. The file retains the formatting you see in the Analyze tab in Data Analyzer. You can then view and save the file.

♦ Export to Excel Pivot Table. Data Analyzer creates an Excel PivotTable that uses a macro to refresh data. An Excel PivotTable is an interactive report that summarizes data and allows you to rotate columns and rows. The Excel PivotTable does not contain any formatting you set in Data Analyzer. Choose Export to Excel PivotTable if you want to use Excel to perform further analysis on the report data using advanced Excel functions. For information about using Excel PivotTable reports, see the Microsoft Excel documentation.

♦ Export Using Template. Data Analyzer creates an Excel file based on an existing Excel template that you have uploaded in the Data Analyzer repository. The new Excel file contains formatting specified in the template. Choose Export Using Template if you want to standardize the format of a report table.

Note: Before you can export to an Excel PivotTable or use a template, you must set the security level in Excel to Medium to enable macros. You can set the security level in Excel by choosing Tools > Macros > Security.

Retaining Data Analyzer FormattingWhen you choose the Retain Data Analyzer Formatting option, Data Analyzer creates an Excel file that contains the data in the format you see on the Analyze tab. You can edit and format the Excel file after you export the report.

To retain Data Analyzer formatting, ensure that the report name does not include any of the following special characters:

/ \ : * ? “ < > | [ ]

If a report name exceeds 31 characters, the exported report is listed in the Worksheet tab with only the first 28 characters of the report name followed by an ellipsis (“…”).

Exporting Report Data to Microsoft Excel 263

For example, you have a report that lists sales data by city. The following figure shows the report:

Figure 21-1 shows the Excel file created by exporting the report, using the Retain Data Analyzer Formatting option:

Note: If the report table displays the scale for a metric In Thousands or In Millions, the Excel file does not retain the scale for the metric. In the Excel file, the metric values display as they are stored in the database.

To retain Data Analyzer formatting when exporting report data to Excel:

1. Display the report you want to export on the Analyze tab.

2. Click Export.

The Export Report window appears.

Figure 21-1. Exporting a Report Using Retain Data Analyzer Formatting

264 Chapter 21: Working with Microsoft Excel

3. Click Microsoft Excel.

4. Choose Retain Data Analyzer Formatting.

5. Click Export.

The Excel file appears in a new browser window.

6. Save the Excel file to the local drive.

You can now edit and format the Excel file.

Exporting to an Excel PivotTableChoose Export to Excel PivotTable if you want to perform further analysis on the report data using advanced Excel functions. Use Excel functions for OLAP source data in the Excel PivotTable. The Excel PivotTable does not contain formatting and formulas you set in Data Analyzer. When you export a report to an Excel PivotTable, Data Analyzer creates an Excel PivotTable that contains a Refresh button.

After you export the report, you can also add other reports to the Excel PivotTable. When you add a report to an Excel PivotTable, Microsoft Excel adds a worksheet for the report.

Note: You cannot export a composite report or add a composite report to an Excel PivotTable.

You can rotate columns and rows in an Excel PivotTable. Metrics, attributes, and sections of the report appear in different areas of the PivotTable. After you export a report, metrics in the report display in the data area of the PivotTable. Attributes display in pivot rows and columns. For a report with a sectional report table, the section headers display in the page area of the PivotTable. For more information about areas of the PivotTable, see the Microsoft Excel documentation.

For example, you want to export a report that lists sales data by city. When you export this report using the Export to Excel PivotTable option, Excel displays the city attribute in a row field. You can click the City field to choose the cities you want to display in the report. Excel displays the sales metric in the data area on the right-hand side of the PivotTable.

Exporting Report Data to Microsoft Excel 265

Figure 21-2 shows the Excel PivotTable created by exporting the example report, using the Export to Excel PivotTable option:

When you export a report with a time setting to an Excel PivotTable, some of the formatting in the report might not display in the exported file. For example, the exported file always displays time from least recent to most recent, even if the report displays time from most recent to least recent.

You must save the report before you export report data to an Excel PivotTable.

Note: The word “Data” is a reserved keyword in Microsoft Excel. If a report includes an attribute named Data, Microsoft Excel does not display the attribute name in the Excel PivotTable.

To export report data to an Excel PivotTable:

1. Display the report you want to export on the Analyze tab.

2. Click Export.

3. Click Microsoft Excel.

4. Choose Export to PivotTable.

5. Click Export.

Data Analyzer exports the report table. If the report table contains more than 256 columns, then Data Analyzer exports the first 256 columns to the Excel worksheet and writes the following message on the first row of the exported Excel worksheet:

A maximum of 256 columns can be exported from each table of a report. Only the first 256 columns of the table(s) in this report have been exported.

6. Click Save to save the file to the local drive.

You must save the file to the local drive before opening the file. Do not click Open in the File Download dialog box.

7. When the download completes, click Open to open the file.

Microsoft Excel launches.

Figure 21-2. Exporting a Report to an Excel PivotTable

266 Chapter 21: Working with Microsoft Excel

8. Click Enable Macros in Microsoft Excel.

The Excel PivotTable appears.

You can now use Excel options, such as rotating columns in the PivotTable. You can click Refresh to refresh the data in the Excel PivotTable. You can click Add Report to add another Data Analyzer report to the Excel PivotTable.

Adding a Report to an Excel PivotTableAfter you export a report to an Excel PivotTable, you can add other reports to the Excel PivotTable. Data Analyzer creates a worksheet in the Excel PivotTable for each report you add.

To add a report to an Excel PivotTable:

1. Open the Excel PivotTable in Microsoft Excel.

2. Click Add Report.

The Add Reports window appears.

3. Enter a Data Analyzer user name and password.

Data Analyzer opens a Choose Reports dialog box containing all the reports that you can add.

4. Scroll down to find the report that you want to add or type the report name in the Search text box and click Search.

5. Select the report and click OK.

Data Analyzer adds the report in a new worksheet in the Excel PivotTable.

Exporting Report Data Using an Excel TemplateWhen you export a report using a template file, Data Analyzer creates an Excel file based on the template you choose. A template can contain unique formatting, additional worksheets, and other Excel functions and formulas. For each report, the report owner may have created and uploaded several template files to share among users. When you export a report to Excel, Data Analyzer displays a list of templates available for the report.

Data Analyzer uses the formatting in the template file to export the report. The template file contains four worksheets by default. The Data and Instruction worksheets are hidden in the exported Excel file. When you export the report using the template, Data Analyzer displays the Report, Analysis, and any worksheet you add to the template.

For example, you export a report that lists sales data by city. You might use an Excel template when you want to highlight cities in the eastern USA for the eastern division of your organization, and highlight cities in the western USA for the western division. You can create two templates, one for the eastern USA and another for the western USA. In the template file, highlight the appropriate cities in the Report worksheet. In this case, the report name is Sales by City.

Exporting Report Data to Microsoft Excel 267

The following figure shows the template for the eastern division:

Figure 21-3 shows the Excel file created when you export the report, using the eastern division template:

Data Analyzer adds the Sales by City worksheet to the Excel file and highlights the cities in the eastern USA.

When you export a report to an Excel template, some of the formatting in the report might not display in the template. For example, the template always displays time from least recent to most recent, even if the report displays time from most recent to least recent.

To create a template, you must have the Access Advanced Report Creation. You must also save the report before you use the template to export it.

To export a report using an Excel template:

1. Display the report you want to export on the Analyze tab.

2. Click Export.

3. Click Microsoft Excel.

Figure 21-3. Exporting a Report Using an Existing Template

268 Chapter 21: Working with Microsoft Excel

4. Choose a template.

Data Analyzer displays templates that exist in the repository for the report.

5. Click Export.

6. Save the file to the local drive.

You must save the file to the local drive before opening the file. Do not click Open in the File Download dialog box.

7. When download completes, open the file.

Microsoft Excel launches.

8. Click Enable Macros in Microsoft Excel.

9. The Excel file based on the template appears.

10. Enter the user name and password to refresh data in the Excel file.

Enter the user name and password of the user who is exporting the report.

When you view the Excel file based on the template for the first time, the file contains old data in the template file. You must enter the user name and password to refresh data.

Each time you open an exported Excel file based on a template, Data Analyzer may prompt you to enter a user name and password to refresh data. If you do not want to refresh data, close the dialog box.

Refreshing Data in an Excel FileWhen you export a report to an Excel PivotTable or to an Excel file based on an Excel template, you have the option to refresh data. You can also refresh data in the Excel template. Data Analyzer uses a macro to refresh data when you click the Refresh button in the Excel file. You may edit the format of the report within Excel. Formatting in the Excel file does not change when you refresh data.

When you refresh data in an Excel file that contains a cached report, Data Analyzer gets cached data from the repository. For on-demand reports, Data Analyzer runs the report to get new data from the data warehouse.

Note: Before you can refresh data in an Excel file, you must set the security level in Excel to Medium to enable macros. You can set the security level in Excel by choosing Tools > Macros > Security.

You need to install the SOAP Toolkit 3.0 to refresh data in an Excel file. Data Analyzer provides the SOAP Toolkit 3.0 installation and prompts you to install it if you do not have version 3.0 of the Microsoft SOAP Toolkit on the machine where you save the Excel file.

Steps to Refresh Data in an Excel File

To refresh data in an Excel file:

1. Open the Excel PivotTable, Excel file based on a template, or the Excel template.

2. Click the Refresh button.

If you click Refresh in an Excel PivotTable with more than one report, Data Analyzer refreshes the report on the active worksheet. To refresh another report in the Excel PivotTable, click the worksheet and then click Refresh.

3. If you do not have version 3.0 of the Microsoft SOAP Toolkit installed on your machine, Data Analyzer prompts you to install it.

If you have version 3.0 of the Microsoft SOAP Toolkit on your machine, skip to step 4.

4. Enter your Data Analyzer user name and password.

Data Analyzer displays the URL of the Data Analyzer server and the report name.

5. Click Get Report.

Exporting Report Data to Microsoft Excel 269

Data Analyzer refreshes the data in the Excel file.

Refreshing Data in an Excel TemplateWhen you refresh data in an Excel template, new rows that are added after you create the Excel template appear in the Data and Analyze worksheets. The new rows do not appear in the Report worksheet. To view new rows in the Report worksheet, reference the new rows from the Data worksheet. For more information about referencing values across worksheets, see the Microsoft Excel documentation.

If the report contains new attributes and metrics, the new columns appear in the Data worksheet only. The new columns do not appear in the Analyze and Report worksheets. To view new columns in the Analyze worksheet, edit the table layout in the Excel PivotTable Wizard. To view new columns in the Report worksheet, reference the new columns from the Data worksheet. For more information about working with Excel worksheets, see the Microsoft Excel documentation.

Displaying a Report as a Microsoft Excel PivotTableData Analyzer takes advantage of the features available in Microsoft Office Web Components (OWC) to display report data as Excel PivotTable and Chart. Excel 2000 ships with OWC 9, while Excel 2002/XP ship with OWC 10. If you have Excel 2000 installed on your machine, you can display report data as an Excel PivotTable within the browser. If you have Excel 2002/XP with OWC 10 installed on your machine, you can display report data as a PivotTable and Chart. Data Analyzer disables the PivotTable menu if you do not have Microsoft Excel 2000 or higher installed on your machine.

Use Excel functions such as sort, filter, and total calculation in the PivotTable. When you display report data as a PivotTable, Data Analyzer also displays the report as a chart. Use Excel chart functions such as changing the chart type and editing the chart format.

The PivotTable and chart display on the Analyze tab, with Excel toolbars that contain Excel functions. Functions on the Excel toolbar include Refresh and Export, which are different than the export and refresh functions in Data Analyzer.

By default, when you display a report as an Excel PivotTable, Excel displays metrics in the data area of the PivotTable. Attributes display in pivot rows and columns. For more information about areas of the Excel PivotTable, see the Microsoft Excel documentation. By default, Excel displays a bar chart in the chart area. Click the Chart Field List button in the chart toolbar to add an item to the chart.

You cannot display a report with attributes only as an Excel PivotTable. The report must include at least one metric and cannot include CLOB attributes.

Microsoft Excel limits the size of a PivotTable. If a report exceeds the supported size, Microsoft Excel might display an error message. For more information about the supported size, see “PivotTable Report Specifications” in the Microsoft Excel online help.

Note: If you do not have Microsoft Excel installed on your machine or if you view reports using a browser other than Internet Explorer, you can use the built-in pivot table feature of Data Analyzer.

Excel PivotTables and ChartsThe Excel chart is a dynamic chart based on the data in the PivotTable. When you change the data in the PivotTable, the chart reflects the changes. For example, if you hide a column in the PivotTable, Excel also hides the column in the chart. Similarly, when you make changes to the chart, the PivotTable reflects the changes you make. Changes you make to the PivotTable or the Excel chart do not affect the report in Data Analyzer.

You cannot save the PivotTable and Excel chart in the browser. To save a report as a PivotTable, export the report to an Excel PivotTable using the Data Analyzer export option.

270 Chapter 21: Working with Microsoft Excel

You can also use the Export button on the Excel toolbar to export the PivotTable. When you use the Export button on the Excel toolbar to export the PivotTable, Excel saves the PivotTable in a read-only file. You cannot get new data from the data warehouse in this read-only PivotTable. To export the PivotTable, use the Data Analyzer export option.

Excel also provides a Refresh button on the Excel toolbar. When you use the Refresh button on the Excel toolbar, Excel gets cached data from the repository, not the data warehouse. To get new data from the data warehouse, you must run the report again.

To display a report as an Excel PivotTable:

1. Display the report on the Analyze tab.

2. Click Pivot Table.

Microsoft Excel Web Component launches within the browser. The PivotTable appears in the browser.

The chart appears in the browser, below the PivotTable.

3. To exit the Microsoft Excel Web Component, click Return.

Return Button

Excel Excel Toolbar

Excel Toolbar

Displaying a Report as a Microsoft Excel PivotTable 271

Installing Microsoft SOAP ToolkitYou need the Microsoft SOAP Toolkit version 3.0 on the machine where you save the Excel file when you perform one of the following tasks:

♦ Add reports to an Excel PivotTable.

♦ Refresh data in an Excel PivotTable, template, or report exported using an Excel template.

♦ Upload an Excel template.

Data Analyzer provides the Microsoft SOAP Toolkit version 3.0 installation. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. You must have administrator rights on the machine where you want to install the SOAP Toolkit.

To install Microsoft SOAP Toolkit:

1. When you use the Refresh, Add Report, or Upload buttons in an Excel file, Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine. Click OK.

2. Click OK to open the Microsoft SOAP Toolkit installation file.

3. Click Save to save the Microsoft SOAP Toolkit installation files on your machine.

4. Choose a directory to install Microsoft SOAP Toolkit, and click Save.

Data Analyzer downloads the Microsoft SOAP Toolkit installation files.

5. Click Open when the download completes.

The Microsoft SOAP Toolkit 3.0 installation program appears.

6. Click Next.

7. Click Browse to select the folder where you want to install Microsoft SOAP Toolkit.

Click the Disk Cost button to see the amount of disk space required on each drive for the installation.

8. Click Next twice to start the installation.

9. Click Close when the installation completes.

You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable.

272 Chapter 21: Working with Microsoft Excel

C H A P T E R 2 2

Working with Indicators

This chapter includes the following topics:

♦ Overview, 273

♦ Working with Chart and Table Indicators, 276

♦ Working with Gauge Indicators, 283

♦ Troubleshooting, 287

OverviewAn indicator is a visual representation of business metrics. Indicators help you track key metric values. You can create indicators for metrics in on-demand, cached, and real-time reports. You can also create indicators for calculations in on-demand and cached reports.

You can create the following types of indicators:

♦ Value-based

♦ Position-based

You can add indicators to dashboards to monitor these metrics.When you create a dashboard, you can add one or more indicators to dashboard containers.

After you create an indicator, the indicator name appears in the Indicators task area on the Analyze tab.

Note: You cannot create indicators for composite reports because they do not display on the Analyze tab. However, you can create indicators for any subreport included in a composite report. When you view a subreport on the Analyze tab, the indicators display there.

273

Figure 22-1 shows a report with indicators:

Value-Based IndicatorsValue-based indicators display metric values for specific attribute values in a report. You can create value-based indicators on non-contiguous or contiguous cells of a report. For example, a sales report has four attribute values, Business, Leisure, Romance, and Technical, for the Books attribute. You can create a value-based indicator to display the sales of Business and Technical books only.

You cannot create value-based indicators in a report with attributes only. You can create value-based indicators on a report with hidden metrics.

Value-Based Indicators in Reports with Time SettingsYou can create value-based indicators for the current time period in a report with time settings. When the time advances, Data Analyzer displays the current data in the indicator.

You can have Data Analyzer always display data for the original time period even after the time period has changed.

If the report is based on an absolute time period, you can only display data for the original time period. Even after the time advances, the indicator continues to display data from the report. If the report is based on a relative time period, you must display current data in the indicator.

Note: If you create an indicator for a time period other than the current time period, when the time period changes, the indicator might not display any data.

If you want to display data in an indicator irrespective of the time changes, use an absolute time period for the report.

Position-Based IndicatorsPosition-based indicators display metric values from specific rows or columns of a report. Use position-based indicators to display ranked or sorted data on the dashboard. For example, you can use a position-based indicator to display the sales of five top selling grocery items.

You can create position-based indicators on contiguous cells of a report. When you create position-based indicators, you select attribute or metric values representing a range of rows or columns.

Figure 22-1. Indicators Associated with a Report

List of indicators

274 Chapter 22: Working with Indicators

Display Images for IndicatorsYou can display indicators as the following images:

♦ Charts. A chart indicator lets you see report data in chart format. You can create a chart indicator for multiple metric values in the report. A chart indicator can be value based or position based.

♦ Tables. A table indicator lets you see report data in table format. You can create a table indicator for multiple metric values in the report. Table indicators can also include attribute values. A table indicator can be value based or position based.

♦ Gauges. A gauge indicator lets you see if a metric value is within an acceptable range. You create a gauge indicator for a single metric value in the report. A gauge indicator is always value based.

User Access for IndicatorsWhen you create an indicator, you can specify whether you want other users to access the indicator. You can specify one of the following types of user access for it:

♦ Public. If you specify the user access for the indicator as public, other users can add the indicator to their personal or public dashboards. You can save an indicator as public if you have write permission on the report.

♦ Personal. If you specify the user access for the indicator as personal, only you can add the indicator to your personal dashboard. You can save an indicator as personal if you have read permission on the report.

Displaying Indicators on DashboardsWhen you create an indicator, you can add it to your personal dashboard. You can also add indicators to a dashboard when you create the dashboard.

When you add an indicator to your personal dashboard, you can select the container on the dashboard where you want to display the indicator. Depending on your personal dashboard layout, Data Analyzer displays the appropriate number of containers to which you can add the indicator. For example, if your personal dashboard consists of two containers, Data Analyzer displays two containers to which you can add an indicator.

When you create an indicator for an on-demand report, Data Analyzer updates the indicator every time you open the dashboard. When you create an indicator for a cached report, Data Analyzer updates the indicator every time the schedule for the report runs. When you create an indicator for a real-time report, Data Analyzer updates the indicator in real time. On the dashboard, you can see Data Analyzer updating the indicator as the data gets updated in the repository.

Animation for IndicatorsYou can set up animation to refresh indicators for on-demand and cached reports. Data Analyzer refreshes animated indicators based on a polling interval. The polling interval is the time period from one refresh to another.

When you set up animation on an indicator for an on-demand report, Data Analyzer runs the report every polling interval and refreshes the indicator with the updated data. For cached reports, Data Analyzer refreshes the indicator with cached data from the last scheduled update of the report. You cannot set animation on indicators for real-time reports because these indictors are animated by definition.

The default polling interval is 300 seconds. The system administrator can change the default polling interval for indicators with animation by editing the Indicator.pollingIntervalSeconds property in the DataAnalyzer.properties file.

You can also manually refresh indicators for on-demand or cached reports to display updated data.

Overview 275

Working with Chart and Table IndicatorsYou can create chart and table indicators for multiple values in a report. You can create multiple chart and table indicators for each report. You can create chart and table indicators for reports with one or more attributes. You can also create chart and table indicators for reports with metrics only.

Chart IndicatorsA chart indicator lets you see report data in a graph format on a dashboard. Gauge indicators display numeric values with precision up to 15 digits to the right of the decimal point.

Use all the features available for charts to create chart indicators. You can create chart indicators for all types of charts provided by Data Analyzer. You can create a chart indicator that displays report data on the map. In the chart indicator, if you hold the pointer over an attribute in the map, Data Analyzer displays the metric value for that attribute.

You can display the chart indicator based on report table row data or report table column data. As in a report chart, when you display the chart indicator based on row data, Data Analyzer plots the data to match the rows in the report. When you display the chart indicator based on column data, Data Analyzer plots the data to match the columns in the report.

When you create a chart indicator, you can choose to show or hide grid lines and legends in the chart indicator. You can also choose the size for the chart indicator. A large indicator is twice as large as a small indicator. A custom chart indicator is based on the size you define for the indicator. When you select custom, Data Analyzer displays a Width and Height text box. You can enter the width and height that you want to use for an indicator.

When you create a chart indicator using two or more metrics, Data Analyzer uses the format for the first of the selected metrics to display the chart indicator axes.

When you have a layout-dependent metric calculation in a report table, Data Analyzer displays the same calculated values in the report charts as in the report table. If you create a table or chart indicator using some of the attribute values, Data Analyzer recalculates the values for the layout-dependent metric calculation. Data Analyzer does not recalculate values in a report chart. As a result, the values in the table or chart indicator might not be the same as those in the report table and report chart.

Table IndicatorsA table indicator lets you see report data in a table format on a dashboard. Table indicators display numeric values with precision up to 30 digits to the right of the decimal point.

You can limit a table indicator to a specific number of rows and columns or let it grow dynamically with the report. As a report gains attributes and metric values, Data Analyzer increases the number of rows or columns in the indicator to accommodate these new values.

If you create a table indicator for a report that performs a Count or Sum calculation on the report rows, the indicator provides that calculation for both the indicator rows and all of the report rows. You can compare the indicator calculation to the Count or Sum calculation for the entire report.

Figure 22-2 shows an indicator for a report with a sum calculation:

Figure 22-2. Indicator with Sum Calculation

Sum of Rows in Indicator

276 Chapter 22: Working with Indicators

The calculations include only the indicator values. To view these calculations for the entire report, display the report.

If you create a table indicator based on sorted data in the report table, Data Analyzer displays sorted data in the indicator. In a cross tabular report table, if you sort the metric values in one column, Data Analyzer displays sorted data even for indicators that you create for other columns.

After you create an indicator, you can display it on a dashboard. On the dashboard, you can customize the way the indicator appears.

Tip: To decrease the time it takes for Data Analyzer to display a table indicator, limit the indicator to 100 rows and columns.

Creating a Chart or Table IndicatorYou can create chart or table indicators on the Analyze tab. When you create a chart or table indicator, you select multiple metric values. In reports with sectional report tables, you can create chart or table indicators for individual sections only. When you select metric values for an indicator, you must choose them from one section of the report.

You can create indicators for the entire report. When you create an indicator for the entire report, Data Analyzer displays all rows and columns of the report on the dashboard.

You can create indicators on reports that use progressive filtering. If a report uses progressive filtering, Data Analyzer applies the filter before refreshing the indicator data on the dashboard. For example, a report has two filters, one for the State attribute and one for the City attribute. If you set the State filter to California, the City filter displays only California cities.

To create a chart or table indicator:

1. Display the report on the Analyze tab.

2. To select values in the report table, click metric or attribute values for a value-based indicator. Click metric values for a position-based indicator.

Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values. In a cross tabular report table, if you select all the row or column attributes, Data Analyzer selects all the metric values in the report.

To create the indicator for the entire report, do not select the values in the report table. If you do not select any values in the report table, you can later select metric values from the Indicators tab.

If the report contains multiple pages, you can select values from the Indicators tab.

3. Click the Indicators button.

-or-

Right-click the selected values, and click Create Indicator.

Indicatorsbutton

Working with Chart and Table Indicators 277

The Create Indicator page appears.

4. Enter chart or table indicator options.

Table 22-1 lists the chart or table options you can define:

Table 22-1. Chart or Table Indicator Options

Property Description

This Indicator is Based on Select the type of indicator:- Values- PositionData Analyzer displays the metrics or attributes that the indicator tracks. For reports with time setting, Data Analyzer also displays the time attributes.If you did not select values for the indicator in step 2, you can select the metric values. If you selected values in step 2, you can change the selected metric values.Click Update to update the indicator with the selected values.

Name Indicator Enter the name of the indicator. This name displays in the Indicators area on the Analyze tab. Maximum length is 255 characters. When you display the indicator on a dashboard, the first 45 characters display for a small indicator and the first 25 characters display for a large indicator.

Description Description for the indicator. The description displays below the indicator name on the View tab. Users can search for an indicator based on its description. Maximum length is 255 characters.

Select Indicator Type Select the display type of the indicator:- Table- ChartDefault is Chart.If you select Chart, select the chart type from the chart type list.

Chart Type list. Click to display advanced chart indicator options.

Indicator type.

278 Chapter 22: Working with Indicators

Note: You can also add the indicator to your personal dashboard.

5. Click More Options to configure additional chart or table indicator options.

Table 22-2 lists the additional chart or table indicator options you can define:

Data Series Along Data for the chart indicator display. You can display the chart indicator based on report table row data or report table column data. Select from the following options:- Table Rows- Table ColumnsDefault is Table Columns.Note: If the report table includes column attributes only and if you plot each row in the table as a series on the chart indicator, Data Analyzer does not display legends in the chart.

Add Indicator to the Following Containers on My Personal Dashboard

Select the containers to which you want to add the indicator.

Table 22-2. Chart or Table Indicator Additional Options

Property Description

Set Indicator As User access to the indicator. This property appears if you have write permission on the report. Select from the following options:- Public- PersonalDefault is Public.

Indicator Animation Automatic refresh of the indicator. You can select indicator animation for indicators for on-demand or cached reports. Select from the following options:- Off- OnDefault is Off.

When Time Unit Advances

Time period tracking. This property appears for value-based indicators in reports with time settings. Select from the following options:- Track Current Time Period- Keep Selected Time PeriodDefault is Track Current Time Period. You cannot track current time period if the report has Hour by Hour granularity.

Indicator Size Size of a chart indicator. This property appears for chart indicators. Select from the following options:- Large- Small- CustomIf you select Custom, enter the width and height (in pixels) for the indicator. Default is Large.

Table 22-1. Chart or Table Indicator Options

Property Description

Working with Chart and Table Indicators 279

6. To configure chart indicators, click Advanced Indicator Options.

The Advanced Indicator Options window appears.

Optionally, enter a chart title in the Main field. On the dashboard, the chart title appears below the indicator name.

Select any other settings that you want to use for the indicator. For more information about the chart indicator settings, see Table 19-1 on page 233.

7. To preview the indicator, click Preview.

The Preview Indicator window displays the chart or table indicator. The size of the chart or table on this window is the same as the one that appears on your personal dashboard. If the report has multiple pages and if you selected attribute values from more than one page, the indicator in the Preview Indicator window displays all selected values.

If you plot a large number of data points or if the chart size is too small for the labels on the X or Y axis, Data Analyzer does not display labels that might have overlapped in the chart indicator. If there is not enough data to plot in the chart, Data Analyzer displays an error message. Go to step 4, and update the indicator.

If you delete an attribute from report on which the indicator was created, Data Analyzer displays the message No data to be displayed on the Preview Indicator window.

8. To close the Preview Indicator window, click Close.

9. Click OK.

The indicator name displays in the Indicators task area on the Analyze tab.

Selecting Values for an Indicator in a Report with Multiple PagesIn a report with multiple pages, if you want to select values that lie in separate pages, you can select the value from the Indicators tab.

Selecting Values for a Value-Based IndicatorTo create a value-based indicator, you can select attribute values for the indicator. When you select attribute values for a value-based indicator, you can use a global variable as value.

Limit Indicator Size Maximum number of table rows or columns to display in the indicator. This property appears for position-based indicators. Select from the following options for tabular report tables:- Show All Table Rows in Indicator.- Limit Indicator to (n) Rows.Select from the following options for cross tabular report tables:- Show All Table Columns in Indicator.- Limit Indicator to (n) Columns.If you select all column attribute values when you create the Indicator, the default is Show All Table Rows in Indicator. If you select all row attribute values when you create the Indicator, the default is Show All Table Columns in Indicator.If you select (n) number of attribute values when you create the indicator or if you create the indicator for the entire report, the default is Limit Indicator to (n) Rows and Limit Indicator to (n) Columns.

Set State of Indicator on Filtered Dashboards

Indicator behavior for dashboard filters. Select from the following options:- Update Indicator Data Based on Filter Selection. Data Analyzer applies

dashboard filters on the indicator.- Retain Current Indicator Data. Data Analyzer does not apply dashboard

filters on the indicator.Default is Update Indicator Data Based on Filter Selection.

Table 22-2. Chart or Table Indicator Additional Options

Property Description

280 Chapter 22: Working with Indicators

To select values for a value-based indicator in a report with multiple pages:

1. Click the Indicator tab.

2. From the This Indicator is Based On list, select Values to create a value-based indicator.

3. Click Select Values.

The Select Values window appears.

4. Select an attribute for the indicator.

5. Select values for the attribute by choosing one of the following options:

Select Attribute Values. To select values from the list of available values, click Select Attribute Values. The Choose Attribute Values window appears.

To search for an attribute value, enter the attribute value in the text box, and click Search. To display all attribute values, click Show All Values.

Tip: Use the wildcards asterisk (*) or percent (%) in the search. Both wildcards characters represent one or more characters. You can also use partial names in the search.

Select the attribute values, and click OK.

-or-

Select Global Variable as Value. To use a global variable as a value, click Select Global Variable as Value.

-or-

Manually Enter a Value. To manually enter an attribute value, click Manually Enter a Value. Enter an attribute value for the indicator, and click OK.

6. Click Add.

7. To create additional groups, repeat steps 4 to 6.

The selected attribute values display in the Indicator Summary task area.

8. Click OK.

Data Analyzer displays the selected attribute values on the Indicators tab.

Selecting Values for a Position-Based IndicatorYou can select rows for a position-based indicator. In a report with a cross tabular report table, Data Analyzer displays all column attribute values in the indicator. If you do not want to display all column attributes in the indicator, you can limit the indicator size. For more information, see Table 22-2 on page 279.

To select values for a position-based indicator in a report with multiple pages:

1. Click the Indicator tab.

2. From the This Indicator is Based On list, select Position to create a position-based indicator.

3. Click Select Positions.

The Select Rows window appears.

4. Select a row option for the rows you want to show in the indicator.

5. If you select Top, Bottom, Range, or Specific Row, enter row numbers for the selected row option.

6. Click OK.

Data Analyzer displays the selected row numbers on the Indicators tab.

Working with Chart and Table Indicators 281

Modifying a Chart or Table IndicatorWhen you modify a chart or table indicator, Data Analyzer updates it on all dashboards that contain this indicator.

To modify a public chart or table indicator, you must have write permission on the report. To modify a personal chart or table indicator, you must have read permission on the report.

If you only have read permission on a report, you can view any chart or table indicators in the report. You can add the chart or table indicator to your personal dashboard. You cannot modify the chart or table indicator.

To modify a chart or table indicator:

1. Display the report where you want to edit a chart or table indicator on the Analyze tab.

2. In the Indicators task area, click the indicator name.

The Edit Indicator page appears.

3. To change the metric or attribute values for the indicator, select the new values in the report table, and click Update in the Indicators tab.

4. Modify the indicator.

If you change the type of the indicator from value-based to position-based, you might need to select the values for the indicator again.

For more information about chart or table indicator display options, see Table 22-1 on page 278.

5. To preview the indicator, click Preview.

The Preview Indicator window displays the updated chart or table indicator.

6. Click OK.

Deleting a Chart or Table IndicatorYou can delete a chart or table indicator from a report. When you delete a chart or table indicator, Data Analyzer permanently deletes it from the repository. If the indicator appears on any personal or public dashboards, Data Analyzer deletes the indicator from those dashboards.

To delete a public chart or table indicator, you must have write permission on the report. To delete a personal chart or table indicator, you must have read permission on the report.

To delete a chart or table indicator:

1. Display the report where you want to delete a chart or table indicator on the Analyze tab.

2. In the Indicators task area, click the indicator name.

The Edit Indicator page appears.

3. Click Delete.

Data Analyzer deletes the indicator from the report and all dashboards.

Adding a Chart or Table Indicator to a Personal DashboardYou can add a chart or table indicator to your personal dashboard. To add a chart or table indicator to your personal dashboard, you must have read permission on the report. You can add your personal indicators or any public indicators to your personal dashboard.

To add a chart or table indicator to your personal dashboard:

1. Display the report on the Analyze tab.

2. In the Indicators task area, click the indicator name.

282 Chapter 22: Working with Indicators

The Edit Indicator page appears.

3. In the Add Indicator to the Following Containers on My Personal Dashboard field, select the containers where you want to add the indicator.

4. Click OK.

Data Analyzer adds the indicator to the selected containers on your personal dashboard.

Working with Gauge IndicatorsUse a gauge indicator to monitor a specific metric value in a report. When you create the gauge indicator, you set a range for the metric value. The gauge indicator lets you determine if the metric value is within an acceptable range. Gauge indicators are always value based.

For example, your organization sells books, electronics, and movies online. You have a report that displays revenue for each group in each division of your organization. Sales for business books were slow last quarter, and you want to monitor revenue for the business books group. You can create a gauge indicator to monitor the revenue metric value for business books.

After you create the gauge indicator and add it to your personal dashboard, you can use it to track the metric value. You can add multiple gauge indicators to a public or personal dashboard for each report.

Gauge indicators display numeric values with precision up to 15 digits to the right of the decimal point.

In the gauge indicator, any date attributes display in the date format specified in the report.

Value RangesYou create gauge indicators for single metric values. When you create the indicator, you specify value ranges for the metric value you want to display in the indicator. You must enter numeric values that correspond to the values in the report table. These values must be positive and in ascending order.

When you create a gauge indicator, you can specify up to six value ranges.

After you specify the value ranges, you set a color code for each range. You can select shades of green, yellow, or red colors for the ranges. The color code provides a visual cue about the performance of the metric value.

Text Labels for Value RangesWhen you create a gauge indicator, you can specify text labels for each range of values. These text labels help you identify the performance of the metric value. For example, you want to create a gauge to monitor sales for all products in the Boys Apparel category. You can specify “poor”, “acceptable,” and “good” as the text labels for the range of values for the gauge indicator. When you display this indicator on a dashboard, you can read the text label to quickly identify the performance of the sales for Boys Apparel.

Display Types of Gauge IndicatorsYou can create the following display types of gauge indicators:

♦ Circular. You can create circular gauge indicators for on-demand, cached, and real-time reports. A circular gauge is a dial, similar to a speedometer. It consists of a range of values and a needle showing the current metric value. The color code classifies the range of values as good, acceptable, or poor.

♦ Flat. You can create flat gauge indicators for on-demand, cached, and real-time reports. A flat gauge is a line representing a range of values. A needle shows the current metric value. The color code classifies the range of values as good, acceptable, or poor.

Working with Gauge Indicators 283

♦ Digital. You can create digital gauge indicators for on-demand, cached, and real-time reports. A digital gauge displays the numeric value of the metric. The three dots to the left of the numeric value indicate the range for the metric value. The top dot indicates poor range, the middle dot indicates acceptable range, and the bottom dot indicates good range. The color of the dot depends on the color code you select for high values.

An arrow to the right of the metric value indicates the change in the metric value. This change compares the current metric value with the value prior to when the report was last updated. The color of the arrow depends on the high value you select. If you select green as the high value, the arrow appears as a green up arrow for a positive change, a red down arrow for a negative change, or a yellow horizontal line for no change. If you select red as the high value, the arrow appears as a red up arrow for a positive change, a green down arrow for a negative change, or a yellow horizontal line for no change.

♦ Trend. You can create trend gauge indicators for real-time reports only. A trend indicator is similar to a scatter chart. It displays the last 10 values in a real-time message stream as data points. Use a trend indicator to view the direction in which the data is changing.

Figure 22-3 shows the different types of gauge indicators on a dashboard:

Tip: To maximize the clarity of a digital gauge indicator limit the number of bands to three.

Creating a Gauge IndicatorYou can create gauge indicators from the Analyze tab.

To create a gauge indicator:

1. Display the report where you want to create the gauge indicator on the Analyze tab.

2. In the report table, click the metric value for the indicator.

Data Analyzer highlights the selected metric value.

3. Click the Indicators button.

-or-

Right-click the selected metric value, and click Create Indicator.

Figure 22-3. Types of Gauge Indicators

Trend gauge indicator Circular gauge indicator Flat gauge indicator Digital gauge indicator

284 Chapter 22: Working with Indicators

The Create Gauge page appears.

4. Enter gauge indicator options.

Table 22-3 lists the gauge indicator options you can define:

Table 22-3. Gauge Indicator Options

Property Description

This is an Indicator for Select the metric value for the indicator. You cannot change the value of this field on the Indicators tab.To change the metric value for the indicator, select the cell for the new metric value in the report table, and click Update in the Indicators tab.

Name Indicator Name the gauge indicator. This name appears in the Indicators area on the Analyze tab. Maximum length is 255 characters.

Description Description for the indicator. The description appears below the indicator name on the View tab. Users can search for an indicator based on its description. Maximum length is 255 characters.

Type of Gauge Choose one of the following types of gauge indicator:- Circular- Flat- Digital- Trend (for real-time reports only)Default is Circular.

Specify a Range of Values

Specify value ranges for the gauge indicator. By default, you can specify three ranges for the metric value. You can specify up to six ranges by selecting the number of bands from the Show Bands list. The ranges must be in ascending order.You can enter the numeric values in the standard format of your language. For example, if your language is French, you can use comma as the decimal symbol. If you do not add formatting characters, Data Analyzer saves the numeric values in the standard format of your language.

Specify Colors Select colors for each range. Default colors are red for low values, yellow for medium values, and green for high values.

Specify Text Labels Specify text labels to describe each range.

Add Indicator to the Following Containers on My Personal Dashboard

Select the containers to which you want to add the indicator.

Click to change the number of bands.

Indicators button.

Working with Gauge Indicators 285

Note: You can also add the indicator to your personal dashboard.

5. Click More Options to configure additional gauge indicator options.

Table 22-4 lists the additional gauge indicator options you can define:

6. To preview the indicator, click Preview.

The Preview Indicator window displays the gauge indicator. The size of the gauge on this window is the same as the one that displays a dashboard.

To close the Preview Indicator window, click Close.

7. Click OK.

The gauge indicator name appears in the Indicators task area on the Analyze tab.

Modifying a Gauge IndicatorYou can modify gauge indicators. When you modify a gauge indicator, Data Analyzer updates it on all dashboards that contain the indicator.

To modify a gauge indicator:

1. Display the report where you want to modify a gauge indicator on the Analyze tab.

2. In the Indicators task area, click the gauge indicator name.

The Edit Gauge page appears.

3. To change the metric value for the indicator, select the cell for the new metric value in the report table, and click Update.

Table 22-4. Gauge Indicator Additional Options

Property Description

Set Indicator As User access to the indicator. This property appears if you have write permission on the report. Select from the following options:- Public- PersonalDefault is Public.

When Time Unit Advances

Time period tracking. This property appears for reports with time settings. Select from the following options:- Track Current Time Period- Keep Selected Time PeriodDefault is Track Current Time Period. You cannot track current time period if the report has Hour by Hour granularity.

Indicator Animation Automatic refresh of the indicator. You can select indicator animation for indicators for on-demand or cached reports. Select from the following options:- Off- OnDefault is Off.

Indicator Size Size of the gauge indicator. A large indicator is twice as wide as a small indicator. The height of the indicator is always fixed. You can select from the following options:- Large- SmallDefault is Large.

Set State of Indicator on Filtered Dashboards

Indicator behavior for dashboard filters. Select from the following options:- Update Indicator Data Based on Filter Selection. Data Analyzer applies

dashboard filters on the indicator.- Retain Current Indicator Data. Data Analyzer does not apply dashboard

filters on the indicator.Default is Update Indicator Data Based on Filter Selection.

286 Chapter 22: Working with Indicators

4. Modify the indicator.

For more information about the options for a gauge indicator, see Table 22-3 on page 285.

5. To preview the gauge indicator, click Preview.

The Preview Indicator window displays the updated gauge indicator. To close the Preview Indicator window, click Close.

6. Click OK.

Deleting a Gauge IndicatorYou can delete gauge indicators from reports. When you delete a gauge indicator, Data Analyzer permanently deletes it from the repository. If the gauge indicator appears on any personal or public dashboards, Data Analyzer deletes the gauge indicator from all personal and public dashboards.

To delete a public gauge indicator, you must have write permission on the report. To delete a personal gauge indicator, you must have read permission on the report.

To delete a gauge indicator:

1. Display the report where you want to delete a gauge indicator on the Analyze tab.

2. In the Indicators task area, click the gauge indicator name.

The Edit Gauge page appears.

3. Click Delete. Data Analyzer deletes the gauge indicator from the report and all dashboards.

Adding a Gauge Indicator to Your Personal DashboardYou can add a gauge indicator for a cached report to your personal dashboard. You can add your personal indicators or public indicators to your personal dashboard.

To add a gauge indicator to your personal dashboard:

1. Display the report on the Analyze tab.

2. In the Indicators task area, click the gauge indicator name.

The Edit Gauge page appears.

3. In the Add Indicator to the Following Containers on My Personal Dashboard field, select the containers where you want to add the indicator.

4. Click OK.

TroubleshootingData Analyzer does not display interactive gauge and chart indicators.To view interactive gauge and chart indicators on the Mozilla Firefox or Internet Explorer browser, you need to set the Interactive Charts, Graphs, and Indicators option to On.

On the Internet Explorer browser, you also need to complete the following tasks to view interactive gauge and chart indicators:

♦ Install Adobe SVG Viewer 3.0.

♦ Enable Active X controls for the Internet Explorer browser.

Troubleshooting 287

When I display charts or chart indicators on the Internet Explorer browser, Data Analyzer displays blank images even though the Interactive Charts option is set to On and Adobe SVG Viewer is installed.If Data Analyzer displays blank images for charts and chart indicators on the Internet Explorer browser even though you have already set the Interactive Charts option to On and installed Adobe SVG Viewer, delete the extension mapping for .jsp files.

To remove the .jsp extensions mapping:

1. Open Windows Explorer.

2. From the Tools menu, select Folder Options.

3. Click File Types.

4. Select the file extension mapping for .jsp file from the Registered File Types list.

5. Click Delete.

6. Click Yes.

After you delete the extension mapping for .jsp files, restart the Internet Explorer browser.

My table or chart indicator displays data only for the last row or column in the report.The area of the report that the indicator monitors no longer contains data or is no longer available to you. Recreate your indicator from the available data.

Data Analyzer does not let me create a public indicator.You must have write permission on a report to create a public indicator. If you only have read permission on the report, you can create a personal indicator. If you believe you should have write permission on a particular report, contact the Data Analyzer system administrator.

I cannot set access permissions for an indicator.Data Analyzer verifies access permissions when a user opens the report associated with the indicator. You cannot set additional access permissions for the indicator. If you want to prevent other users from viewing the indicator, save the indicator as personal. If you own the report and want to share an indicator with a few other users, limit read and write permissions on the report.

I cannot set data restrictions for an indicator.Data Analyzer verifies data restrictions against the report owner. You cannot set data restrictions against users that might access the indicator. You can save the indicator as a personal indicator to prevent other users from accessing the data. To create a public indicator without sensitive data, create a report filter for that data before you create the indicator.

I am using custom size for my indicators. When I view the indicator on the dashboard, it does not look symmetric.Data Analyzer does not maintain an aspect ratio for indicators with a custom size. To set an indicator to a specific size, ensure that the height and width ratio is appropriate so the indicator does not look distorted. Save the report, and then refresh the indicator on the dashboard.

288 Chapter 22: Working with Indicators

C H A P T E R 2 3

Managing Alerts and Alert Delivery

This chapter includes the following topics:

♦ Overview, 289

♦ Accessing Your Alerts, 290

♦ Registering an Email Address for Alert Delivery, 293

♦ Registering a Pager for Alert Delivery, 294

OverviewBy default, Data Analyzer displays all report alerts on the Alerts tab. When you click the arrow icon on the Alerts tab, the Alerts menu appears. From the Alerts menu, you can view and modify alerts.

Figure 23-1 shows the Alerts menu on the Alerts Tab:

You can also register the following alert delivery devices to have Data Analyzer send alerts to those devices:

♦ Email

♦ Pager

Figure 23-1. Alerts Menu

Alerts menuAlerts tab

289

When you register an email address or pager as an alert delivery device, you can set the state of the device as active or inactive. Data Analyzer sends alert notifications to active devices.

You can suspend the delivery of alerts to registered alert devices during certain hours of the day or for an indefinite period of time.

Accessing Your AlertsThe Alerts tab lists your alert notifications, alert rules, and alert delivery options. You can view or modify your alert notifications, alert rules, and alert delivery options.

Data Analyzer sends you alert notifications when you get report update or data alerts. An alert rule defines the conditions under which Data Analyzer triggers the alert. When an active alert triggers, you receive the alert notification.

You can also suspend alerts to alert delivery devices for specific times, such as midnight to 5 AM. You can also suspend alerts to alert delivery devices for an indefinite period of time.

On the Alerts tab, you can create a query to search for alert notifications and rules. Create a query allows to search for items based on specific criteria. After you create the query, you can run the query to display the results.

When you create a query, you select a subject and criteria for the query. You can select triggered alerts, data alert rules, or report update alert rules as the subject for the query. Depending on the subject, Data Analyzer displays a list of criteria that you can choose from to refine the subject.

Table 23-1 lists the subject and criteria you can select for a query to search for alerts:

After you create a query, you can save it as your default query.

Viewing the AlertsFrom the Alerts tab, you can read, or acknowledge, an alert notification. If you have any unread notifications, the icon on the Alerts tab appears in red. When you hold the pointer over the icon, Data Analyzer displays the number of unread alerts. If you do not have any unread notifications the icon on the Alerts tab appears in white.

When you view your alerts on the Alerts tab, Data Analyzer displays all unread alert notifications. When you read an alert notification, you indicate to Data Analyzer that you have seen the notification.

You can also delete alert notifications from the Alerts tab. After you delete an alert notification, it never appears on the Alerts tab.

Table 23-1. Subject and Criteria when Searching for Alerts

Subject Criteria

Triggered Alerts AllNewIn DepartmentIn Category

Data Alert Rules AllThat are ActiveIn DepartmentIn Category

Report Update Alert Rules AllThat are ActiveIn DepartmentIn Category

290 Chapter 23: Managing Alerts and Alert Delivery

Data Analyzer sorts the alert notifications in the order received with the most recent notification at the top.

Figure 23-2 shows alerts on the Alerts tab:

You can view alert summary information for your alerts. View the alert summary to get details of the alert without opening the associated report. For a report update alert, the alert summary displays the name of the report that triggered the alert.

For data alerts, the alert summary displays the following alert information:

♦ Alert message

♦ Report name

♦ Date and time the alert triggered

♦ Alert rule

♦ Current metric value

Figure 23-3 displays an alert summary for a data alert:

The Alert Notification icons display to the left of the alert notifications.

Figure 23-2. Alerts on the Alerts Tab

Figure 23-3. Alert Summary

Alert notification icon for report update alerts

Alert notification icon for data alerts

Alert summary

Mark as Read button

Remove button

Accessing Your Alerts 291

To view the alerts:

1. Click the Alerts tab.

The first time you log in, Data Analyzer displays a query to show new (unread) triggered alerts.

2. To display unread alerts only, create a query to show unread alerts. Click All, and select New. Click the Go button.

3. To save a query as the default query, click Save as Default.

4. To view alert summary information for any alert, click the alert notification.

5. To read an alert notification, select the alert notification, and click the Mark as Read button.

6. To delete an alert notification, select the alert notification, and click the Remove button.

7. To view the report that triggered an alert notification, double-click the alert notification.

The report appears on the Analyze tab.

Viewing or Editing the Alert RulesYou can edit your alert rules in the Alerts tab. You can specify the state of an alert as active or inactive. An active alert sends a notification when triggered. An inactive alert remains in the repository, but does not send any notifications.

You can also delete an alert rule. When you delete an alert rule, you permanently remove it from the repository.

To view or edit the alert rules on the Alerts tab:

1. Click the Alerts tab.

The first time you log in, Data Analyzer displays a query to show new (unread) triggered alerts.

2. Create a query to show data alert rules. Select Data Alert Rules as the subject of the query, and select a criteria for the query. Click the Go button.

-or-

Create a query to show report update alert rules. Select Report Update Alert Rules as the subject of the query, and select a criteria for the query. Click the Go button.

3. To save a query as the default query, click Set as Default.

4. To deactivate an alert, clear Active for the alert rule. To activate the alert, select Active.

5. To view the report associated with an alert rule, double-click the alert rule.

The report appears on the Analyze tab.

6. To delete a data alert rule, click the Remove button for the rule.

You cannot delete a report update alert rule.

7. To view or edit a data alert rule, click the Edit Alert Rule link.

The Data Alert window appears.

Query for displaying the alerts Go button

292 Chapter 23: Managing Alerts and Alert Delivery

You cannot edit a report update alert rule.

8. Click OK.

Viewing or Modifying the Alert Delivery OptionsFrom the Alerts tab, you can view or modify the alert delivery devices you have registered with Data Analyzer.

You can temporarily suspend the delivery of alerts to registered alert delivery devices. You can suspend alert delivery for the following:

♦ Indefinite periods of time. You can suspend alerts to all alert delivery devices for an indefinite period of time.

Data Analyzer continues to send all alert notifications to your dashboard. You might use this option when you are on vacation.

♦ Specific hours of day. You can suspend alerts to all alert delivery devices during specific hours of the day.

Data Analyzer continues to send all alert notifications to your dashboard. If your email address is configured as an alert delivery device, Data Analyzer continues to send alert notifications to your email address as well. You can use this feature to block out hours when you do not want to be disturbed.

When you select the hours to suspend alert delivery, Data Analyzer lists the hours in your selected time format. If the language for your user account is English (United States), you can select a 12-hour (AM/PM) or 24-hour time format from the Manage Account tab. For all other languages, Data Analyzer lists the hours in the 24-hour time format.

Data Analyzer sets the time according to your time zone. You can select a different time zone for your user account than the time zone for the Data Analyzer server.

To view or modify your alert delivery options:

1. Click the Alerts tab.

The Alerts menu appears.

2. From the Alerts menu, select Delivery Options.

Data Analyzer displays your alert delivery options.

3. To deactivate an alert delivery device, clear the check box for the device name. To activate the device, select the check box for the device name.

4. To modify a device or add other devices, click Change or Add Delivery Devices.

On the Set Up Devices for Alerts page, modify the device.

5. To suspend alert delivery indefinitely, in the Special Settings task area, select Do Not Send Alerts to My Email.

6. Click OK to save delivery options.

Registering an Email Address for Alert DeliveryYou can have your alert notifications sent to an email address. You can list multiple email addresses where you want to receive alerts. For example, you might register your work email address to receive alerts at your desk. You can also register a wireless email address to receive email alerts on your phone or pager.

If you have a primary email address, Data Analyzer uses the primary email address as the default email address for alert delivery. The Data Analyzer system administrator assigns you a primary email address when creating your personal profile.

Registering an Email Address for Alert Delivery 293

If you do not have a primary email address and want to create one, or if you want to update your primary email address, you can modify your personal profile.

If you do not have a primary email address and you register an email address as an alert delivery device, Data Analyzer adds this email address as your primary email address to your personal profile.

Note: To receive alert notifications on an email address, the Data Analyzer system administrator must configure a Data Analyzer mail server. By default, you receive alerts to your email address with the From address alerts@informatica.com. You can modify this address with your corporate domain.

To register an email address as an alert delivery device:

1. Click the Alerts tab.

The Alerts menu appears.

2. From the Alerts menu, select Device Setup.

Data Analyzer displays the Set Up Devices for Alerts page with all available devices.

3. Select Email Address from Add a Delivery Option.

4. Click Add.

The Add Email page appears.

If you do not have a primary email address, the following message appears on the Add Email page:

Because you don't have a primary email address, the address you enter below will become your primary email address.

5. Enter a name for the email device.

6. Enter and confirm the email address.

Modifying the From Email Address for AlertsWhen you receive alerts to an email address, the default From address is alert@informatica.com. You can change the From address by modifying the alert.fromaddress property in the DataAnalyzer.properties file. If you want to change the domain to your corporate domain if you send report alerts to a third party, such as a customer or vendor.

If you use an SMTP mail server, enter an email address that includes a domain. For example, if you want Data Analyzer to send alert email with the From address myalerts@mycompany.com, enter:

alert.fromaddress=myalerts@mycompany.com

If you do not include a domain in the email address, you might not be able to receive alerts.

Registering a Pager for Alert DeliveryYou can have your alerts sent to a pager as a text message. You might register a pager with Data Analyzer to receive alerts when you are in meetings or out of the office.

Note: To use a pager as an alert delivery device, the Data Analyzer system administrator must configure SMS/Text Messaging.

To register a pager as an alert delivery device:

1. Click the Alerts tab.

The Alerts menu appears.

2. From the Alerts menu, select Device Setup.

294 Chapter 23: Managing Alerts and Alert Delivery

The Set Up Devices for Alerts page appears.

3. Select Text Pager from Add a Delivery Option.

4. Click Add.

The Add Pager page appears.

5. Enter a name for the pager.

6. Select a country from the list of countries.

You can skip this step if the Data Analyzer server is in the same country as your pager.

7. Enter the area code and pager number of your pager.

8. Choose to have alerts sent by your carrier, or sent through a wireless email address.

9. Click OK.

The pager appears on the Set Up Devices for Alerts page.

10. To deactivate the pager, clear the Active check box.

By default, the pager is active as a delivery device.

11. If you want to test the pager number, click Test.

Data Analyzer sends a page to the registered pager.

Registering a Pager for Alert Delivery 295

296 Chapter 23: Managing Alerts and Alert Delivery

C H A P T E R 2 4

Setting Up Report Alerts

This chapter includes the following topics:

♦ Overview, 297

♦ Working with Report Update Alerts, 297

♦ Working with Data Alerts, 299

OverviewUse report alerts to receive notifications about critical data in your reports. There are two types of report alerts:

♦ Report update alerts. Use a report update alert to receive a notification when Data Analyzer updates a cached report.

♦ Data alerts. Use a data alert to receive a notification when a specific metric value reaches a threshold. You can set data alerts for on-demand, cached, and real-time reports.

An alert rule specifies the conditions under which the alert triggers. When the alert triggers, you receive a notification. When you set a report alert, you specify the state of an alert as active or inactive. An active alert sends a notification when triggered. An inactive alert remains in the repository, but does not send any notifications.

Note: Composite reports do not display on the Analyze tab and cannot contain alerts. However, you can create alerts for any subreport included in a composite report. When you open the subreport on the Analyze tab, the alerts display. For a user who also subscribes to the individual report, these alerts appear on the user’s dashboard according to the notification schedule.

By default, you receive all alert notifications on the Alerts tab. You can also receive alert notifications on other alert delivery devices. These include your email address, pager, and fax. To receive alert notifications on these alert delivery devices, you must register them with Data Analyzer.

The Alerts task area of the Analyze tab lists all alerts associated with a report. Use the Analyze tab to create, modify, and delete report alert rules.

Working with Report Update AlertsYou can set report update alerts for cached reports. A report update alert allows you to receive a notification when a cached report updates. A report updates when Data Analyzer refreshes the report data from the data warehouse.

297

Report update alerts allow you to monitor updates to reports. For example, you can set a report update alert to receive a notification every time a report updates.

Data Analyzer creates a report update alert rule for each cached report. By default, the state of a report update alert is inactive. You can change the state of the alert from inactive to active. You cannot delete a report update alert rule from the repository.

You can complete the following tasks when working with report update alerts:

♦ Activate or deactivate a report update alert from the Analyze tab.

♦ Activate or deactivate a report update alert from the Alerts tab.

♦ View an alert notification on the Alerts tab and other alert delivery devices you might have registered.

Activating or Deactivating a Report Update AlertYou can activate a report update alert on the Analyze tab. After you activate a report update alert, a green dot marks the alert on the Analyze tab.

You can deactivate a report update alert by changing its state to inactive. A red dot marks an inactive alert on the Analyze tab. When you deactivate a report update alert, the alert remains in the repository, but does not send any notifications. A red dot marks an inactive alert on the Analyze tab.

You can also activate or deactivate an alert from the Alerts tab.

To activate or deactivate a report update alert:

1. Display the report on the Analyze tab.

2. From the Alerts task area, right-click Report Update Alert.

A shortcut menu appears.

Note: If you use the Internet Explorer browser, you can right-click or left-click the Report Update Alert to view the shortcut menu.

3. To activate the alert, click Make Alert Active.

-or-

To deactivate the alert, click Make Alert Inactive.

The report update alert rule also appears on the Alerts tab.

Shortcut menu

298 Chapter 24: Setting Up Report Alerts

If you activate the alert, when the report updates, you receive a notification on the Alerts tab.

Working with Data AlertsYou can set a data alert to track a metric value in a cached, on-demand, or real-time report. To set a data alert, you create an alert rule. This rule specifies that you receive a notification when a rule condition about the metric value is met.

Data alerts allow you to monitor metric values in a report. For example, you can set a data alert to monitor the revenue metric value for business books. When the metric value reaches the threshold, you receive a notification.

Figure 24-1 shows a notification for a data alert on the Alerts tab:

You can set data alerts on a single metric value or an entire metric column. When you set an alert on an entire metric column, Data Analyzer sends an alert notification when any metric value in the column reaches the threshold. You can also set data alerts on any calculated numeric value in the report table.

When you create a data alert, you specify an alert schedule. The alert schedule determines when Data Analyzer checks the alert rule against report data, or runs the alert. For cached reports, you can select the report schedule as the alert schedule or choose from a list of predefined alert schedules.

Data Analyzer creates alert schedules based on the report schedule. You can set an alert schedule that runs less frequently than the report schedule.

Note: For alerts in on-demand reports, you can select an alert schedule from any of the predefined schedules. For alerts in real-time reports, you do not need to select a schedule. Data Analyzer runs these alerts in real time as it receives data in the message streams for the reports. The system administrator configures the message streams for real-time reports.

Figure 24-1. Notification for a Data Alert on the Alerts Tab

Notification for a report update alert

Notification for a data alert

Working with Data Alerts 299

Table 24-1 shows the predefined alert schedules available depending on the frequency of the schedule of a cached report:

For example, if a report updates on a weekly basis, you can choose from monthly and quarterly alert schedules.

Table 24-1. Available Alert Schedules

Frequency of Report Schedule Types of Alert Schedules Available Predefined Alert Schedules

Every Minute, Hourly Daily, weekly, bi-weekly, monthly, quarterly

Everyday at noonEvery day at midnightEvery weekday15th day of every monthFirst day of every monthLast day of every monthFirst day of every quarterLast day of every quarter

Daily Weekly, bi-weekly, monthly, quarterly Every weekday15th day of every monthFirst day of every monthLast day of every monthFirst day of every quarterLast day of every quarter

Weekly Bi-weekly, monthly, quarterly 15th day of every monthFirst day of every monthLast day of every monthFirst day of every quarterLast day of every quarter

Bi-weekly Monthly, quarterly First day of every monthLast day of every monthFirst day of every quarterLast day of every quarter

Monthly Quarterly First day of every quarterLast day of every quarter

Quarterly or less frequently No available alert schedules No alert schedules available.

300 Chapter 24: Setting Up Report Alerts

Figure 24-2 shows the alert schedules available for a report that updates on a weekly basis:

For cached reports, the predefined alert schedules are available if the report updates on a time-based schedule. If the report updates on an event-based schedule, you can select the report schedule as the alert schedule.

When you change the type of a report from on-demand to cached, by default, Data Analyzer selects the report schedule as the schedule for alerts you had created in the report.

After Data Analyzer checks the alert rule against report data and if the alert rule is true, Data Analyzer triggers the alert and sends you a notification.

Data Alert RulesWhen you create an alert rule for a data alert, you specify the following components of the alert rule:

♦ Metric Value

♦ Operator

♦ Operand

An alert rule specifies the conditions that trigger the alert. There are two types of alert rules: normal and self-referential. Normal alert rules allow you to compare the metric value against any threshold value.

Self-referential alert rules allow you to compare the metric value against itself. The current metric value is the reference value in the alert rule. When you create a self-referential alert rule, Data Analyzer uses the current metric value as the reference value. You create self-referential alert rules for cached and on-demand reports only.

Figure 24-2. Available Alert Schedules for a Report that Updates on a Weekly Basis

Report scheduleAvailable alert schedules

Working with Data Alerts 301

Figure 24-3 shows a self-referential alert rule:

Data Analyzer updates the reference value each time the alert triggers.

Note: If you create an alert rule for a data alert in which either the metric value or the operand value is null, Data Analyzer does not trigger the alert rule. You will not receive any notification for such an alert.

Metric Value for Data Alert RulesEach metric value in a report is defined by the associated attribute values. A metric value is also called an item in the report table.

You can also set alerts for calculations in the report. For example, if a report contains the sum of all values in a column, you can set an alert on the column sum.

In the alert rule, any date attributes display in the date format specified in the report.

Operators for Data Alert RulesThe operator defines the condition for the alert rule. You can select from the following operators:

♦ Equals. Allows you to monitor if a metric value reaches a threshold.

♦ Less Than or Equal to. Allows you to monitor if a metric value falls below a threshold.

♦ Greater Than or Equal to. Allows you to monitor if a metric value exceeds a threshold.

♦ Rises By. Allows you to create a self-referential alert rule. You can monitor if a metric value rises above a reference value in a cached or an on-demand report.

♦ Falls By. Allows you to create a self-referential alert rule. You can monitor if a metric value falls below a reference value in a cached or an on-demand report.

♦ Rises or Falls By. Allows you to create a self-referential alert rule. You can monitor if a metric value rises above or falls below a reference value in a cached or an on-demand report.

♦ Rises Above or Falls Below. Allows you to monitor if a metric value rises above a threshold or fall below another threshold.

♦ Is Between. Allows you to monitor if a metric value is within a threshold range.

Operands for Data Alert RulesThe operand is a value that Data Analyzer uses to determine if the alert rule is true. The types of operands you can use in a data alert rule vary depending on the operator you select. There are four types of operands:

♦ Numeric Value. Any specified numeric value. Enter a value in the standard numeric format of your locale.

♦ Metric. Another metric in the report. This operand is available if the report has two or more metrics.

Figure 24-3. Example of a Self-Referential Alert Rule

302 Chapter 24: Setting Up Report Alerts

♦ Percentage of Metric. Percentage of another metric in the report. This operand is available if the report has two or more metrics. If you select the Rises Above or Falls Below or Is Between operator, this operand is available if the report has three or more metrics.

♦ Percentage of Self. Percentage of the current metric value. This operand is available when you create self-referential alert rules.

For example, to create an alert rule that notifies you when the revenue of business books falls below a certain threshold, you can select a Numeric Value as the operand. When Data Analyzer runs the alert, it compares the current revenue value against the specified numeric value. If the current revenue is less than or equal to the specified numeric value, the alert triggers and you get a notification.

If you select Metric or Percentage of Metric as the operand, the attribute values for the operand metric are the same as that of the metric value for the alert rule. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.

Table 24-2 shows the operand types available depending on the operator you select:

Data Alerts TasksYou can complete the following tasks when working with data alerts:

♦ Set a data alert from the Analyze tab.

♦ Modify a data alert from the Analyze tab.

♦ Delete a data alert from the Analyze tab.

♦ Modify or delete a data alert from the Alerts tab. For more information, see “Viewing or Editing the Alert Rules” on page 292.

♦ View an alert notification on the Alerts tab and other alert devices you might have registered.

Table 24-2. Available Operand Types for Each Operator

Operator Available Operand Types Example of Alert Rule

Equals Numeric ValueMetricPercentage of Metric

Revenue = 10000Revenue = Cost (for the same attribute values)Revenue = 110% of Cost (for the same attribute values)

Less Than or Equal to

Numeric ValueMetricPercentage of Metric

Revenue <= 10000Revenue <= Cost (for the same attribute values)Revenue <= 110% of Cost (for the same attribute values)

Greater Than or Equal to

Numeric ValueMetricPercentage of Metric

Revenue >= 10000Revenue >= Cost (for the same attribute values)Revenue >= 110% of Cost (for the same attribute values)

Rises By Numeric ValuePercentage of Self

Current revenue rose by 5000.00 or more to 20000.00Current revenue rose by 10.00 or more to 13,719,611.00

Falls By Numeric valuePercentage of Self

Current revenue fell by 5000.00 or more to 20000.00Current revenue fell by 10.00 or more to 13,719,611.00

Rises or Falls By Numeric ValuePercentage of Self

Current revenue rises or falls by $10,000Current revenue rises or falls by 15%

Rises Above or Falls Below

Numeric ValueMetric

Percentage of Metric

Revenue rises above $60,000 or falls below $40,000Expense rises above Revenue or falls below Cost (for the same attribute values)Revenue rises above 10% or falls below 10% of Cost (for the same attribute values)

Is Between Numeric ValueMetric

Percentage of Metric

Revenue is between $40,000 and $60,000Expenses is between Cost and Revenue (for the same attribute values)Revenue is between 10% and 20% of Cost (for the same attribute values)

Working with Data Alerts 303

Setting a Data AlertYou can set data alerts for a report from the Analyze tab. The data alert includes a data alert rule, which specifies the conditions under which the alert triggers. You can mark the state of the alert as active or inactive. An active alert sends a notification when triggered. An inactive alert remains in the repository, but does not send any notifications. You can change an inactive alert to an active alert or an active alert to an inactive alert.

After you set the data alert, the alert name appears in the Alerts area of the Analyze tab. A green dot marks an active alert on the Analyze tab. A red dot marks an inactive alert on the Analyze tab.

When you set a data alert, you can specify whether you want other users to receive alert notifications. You can specify one of the following types of user access for the alert:

♦ Public. If you specify the user access for the alert as public, other users who subscribe to the report can receive notifications for the alert. Users who are manually subscribed to the report receive the alert notifications by default. Users who subscribe to the report do not receive the alert notifications by default. Data Analyzer sets up an inactive alert rule for these users. These users can activate the alert rule to receive the alert notifications.

You can save an alert as public if you have write permission on the report.

♦ Personal. If you specify the user access for the alert as personal, only you receive notifications for the alert. You can save an alert as personal if you have read permission on the report.

You can associate the alert with a department or category to organize your alerts. For example, you can organize sales-related alerts in the Sales department or revenue-related alerts in the Revenue category. The Data Analyzer system administrator creates these departments and categories.

If you add an attribute or a metric to a report, or delete an attribute or a metric from a report, Data Analyzer invalidates any alerts on those attributes or metrics.

You can also view data alert rules from the Alerts tab.

To set a data alert:

1. Display the report on the Analyze tab.

2. To set the alert on a metric value, click the metric value for the alert.

Data Analyzer highlights the selected metric value.

-or-

To set the alert on a metric column or row, click the metric name in the report table.

Data Analyzer highlights the entire column or row.

3. Click the Alert button.

-or-

Alert buttonSelected metric value

304 Chapter 24: Setting Up Report Alerts

Right-click the selected metric value, and click Set Alert.

Data Analyzer displays the Alerts tab.

The Alerts tab displays the metric value for the alert rule. A metric value is defined by the associated attribute values. The Alert Me If text displays the metric value you select in the following format:

<metric name> (numeric metric value) for <attribute name> (attribute value)

4. In the Name This Alert field enter a name for the alert.

The alert name appears in the Alerts area of the Analyze tab. Maximum length is 255 characters.

5. From the Select Operator list, select an operator for the alert rule.

Once you select an operator, the Data Alert window displays the Select Operand Type list. Depending on the operator you select, the Select Operand Type list displays the valid operand types.

The alert rule displays the current metric value with precision up to 10 digits to the right of the decimal point.

6. From the Select Operand Type list, select an operand type for the alert rule.

Depending on the operand type you select, the Data Alert window displays a data entry field or a list of values.

Metric value for the alert ruleSelect Operator list

Select Operand Type list

Select Operand Type button

Working with Data Alerts 305

7. Enter or select the value for the operand.

To view the Select Operand Type list, click the Select Operand Type button.

8. Enter the following information:

9. Click OK.

The data alert name appears in the Alerts task area of the Analyze tab.

The data alert rule appears on the Alerts tab.

When the metric value reaches the specified threshold value, you receive a notification on the Alerts tab and any other selected alert delivery device.

Editing a Data AlertFrom the Analyze tab, you can edit a data alert. When you edit an alert, you can change the name, rule, notification message, schedule, or state of the alert. If you change the state of the alert from active to inactive, a red dot marks the alert in the Alerts task area of the Analyze tab. If you change the state of the alert from inactive to active, a green dot marks the alert in the Alerts task area of the Analyze tab.

You can also edit the data alert on the Alerts tab.

Property Description

Author Alert Message Alert notification message. You receive this message when the alert triggers. This message appears in the Alerts area (normal mode) of your personal dashboard. It also appears on any other alert device that you might have registered. Maximum length is 255 characters.

Set Alert State State of the alert. Data Analyzer stores inactive alerts in the repository, but these alerts do not trigger any notifications. Select from the following options:- Active- InactiveDefault is Active.To receive one notification from this alert and then deactivate the alert, select Trigger This Alert Once, Then Make it Inactive.

Set Alert Delivery Options

Option to select additional alert delivery devices. By default, you receive all alert notifications on the Alerts tab. If you register other alert delivery devices with Data Analyzer, you can select to receive alert notifications on those devices.

More Options Click to display additional options.

Specify Category Category for the alert.

Specify Department Department for the alert.

Set Alert Schedule Schedule for checking the alert rule against report data. For cached reports, select from the following options:- Run Alert on the Report Schedule. If you select this option, Data Analyzer

checks the alert rule against report data every time the report updates.- Run Alert Rule. If you select this option, Data Analyzer checks the alert rule

against report data according to a specified alert schedule. Select an alert schedule from the Alert Schedule list.

Default is Run Alert on the Report Schedule.For on-demand reports, you can select an alert schedule from the Run Alert Rule list.For real-time reports, Data Analyzer runs the alert rule when it gets a new message stream for the report. You do not need to select a schedule.

Select Alert Rule as Public or Personal

User access for the alert. This field appears if you have write permission on the report. You can select from the following options:- Public- PersonalDefault is Personal.If you select Public, you can set the state of a public alert. You can choose to deactivate the alert. By default, public alerts are active.

306 Chapter 24: Setting Up Report Alerts

To edit a data alert:

1. Display the report on the Analyze tab.

2. From the Alerts task area, click the alert you want to modify.

The Alerts tab displays the alert details.

3. Make the necessary changes.

4. Click OK.

Deleting a Data AlertFrom the Analyze tab, you can delete a data alert. When you delete a data alert, you permanently delete the alert from the repository. You can also delete a data alert on the Alerts tab.

To delete a data alert:

1. Open the report on the Analyze tab.

2. From the Alerts task area, click the alert to delete.

The Alerts tab displays the alert details.

-or-

Right-click the alert name.

3. Click Delete.

Data Analyzer deletes the alert from the report.

Working with Data Alerts 307

308 Chapter 24: Setting Up Report Alerts

C H A P T E R 2 5

Managing Account Information

This chapter includes the following topics:

♦ Changing Your Password, 309

♦ Editing General Preferences, 309

♦ Editing Report Preferences, 311

♦ Editing Your Personal Profile, 312

Changing Your PasswordThe system administrator may assign a password when creating your user account. You can change the password for your user account.

To change your password:

1. Click Manage Account.

The Manage Account tab appears.

2. Enter your old password.

3. Enter your new password.

The password can be between 1 and 80 characters long.

4. In the Confirm Password field, retype your new password.

5. Click Apply.

Data Analyzer saves the new password for your user account.

Note: Password changes are propagated to PowerCenter Security Framework.

Editing General PreferencesThe general preference options let you customize the Data Analyzer interface. You can change the following general preference options for your user account:

♦ Greeting

♦ Font size

309

♦ Interactive charts, graphs, and indicators

♦ Language

♦ Time zone

♦ Time format (for U.S. English)

To edit general preferences:

1. Click Manage Account.

2. In the General Preferences task area, click Edit.

The General Preferences task area appears in edit mode.

3. Enter the following information:

4. Click OK.

Viewing Interactive Charts and IndicatorsYou can display interactive report charts, chart indicators, and gauge indicators. In an interactive chart or indicator, you can zoom on the indicator or chart graphic. You can view details about the indicator or each section of a chart by holding the pointer on the graphic. You can also drill into a chart and select sections of the chart.

Field Description

Greeting Greeting text that appears at the upper right corner of the Data Analyzer browser window.The character limit for the greeting field is 255 characters. Limit the greeting to 40 characters to maintain the look and feel of the header. Default greeting is blank.

Font Size Display font used by your user account. Data Analyzer uses this font size for all text fields. Select a font between 10 and 18 points. Default is 10.

Interactive Charts, Graphs, and Indicators

Displays interactive report charts so you can drill down, zoom, and select sections of the chart. Select one of the following options:- On. You want Data Analyzer to display charts as interactive charts. If you select On

and you are using the Internet Explorer browser, you must also install Adobe SVG Viewer 3.0 and enable Active X controls on the browser. If you select On and you are using the Mozilla Firefox browser, you do not need to complete additional tasks.

- Off. You do not want to display charts as interactive charts.Default is Off.

Language Display language for your user account. The language you select determines the numeric, date, and time formats for your user account.

Time Zone Time zone for your user account. You can set this option if your user account is in a different time zone from the Data Analyzer server. After setting the option, you can enter the hours for suspending alert delivery in your user account time. Time zone changes affect only alert times in your user account. Data Analyzer continues to log event and update schedules according to server time. Default time zone is (PST) Pacific Standard Time, Los Angeles.

Time Format The time format option for your user account. The time format option determines the format for the time portion of dates. It also determines the hours for suspending alert delivery. If the display language for your user account is English (United States), you can display the time portion of dates in a 12-hour (AM/PM) or a 24-hour clock. For all other languages, the time portion of dates always display in a 24-hour clock.If the display language for your user account is English (United States), select from the following options:- 12 Hours- 24 HoursDefault is 24 Hours.

310 Chapter 25: Managing Account Information

Note: You can view interactive charts and indicators on the Internet Explorer and Mozilla Firefox browsers. However, Data Analyzer supports zooming on the indicator or chart graphic for the Internet Explorer browser only.

To view interactive report charts and indicators, complete the following tasks:

♦ Set the Interactive Charts, Graphs, and Indicators option to On. To set the Interactive Charts, Graphs, and Indicators option, click Manage Account. In the General Preferences task area, click Edit.

♦ If you are using the Internet Explorer browser, install Adobe SVG Viewer 3.0. If you do not have Adobe SVG Viewer, Data Analyzer prompts you to download and install the program. Download and install the program to the local drive. In the Data Analyzer browser, click the Refresh button and continue working with the report chart.

♦ If you are using the Internet Explorer browser, enable Active X controls for the browser. In the Internet Explorer browser, click Tools > Internet Options > Security > Custom Level in the browser. Under Run ActiveX Controls or Plug-ins, select Enable.

If you are using the Mozilla Firefox browser, you do not need to install Adobe SVG Viewer or enable Active X controls for the browser.

Editing Report PreferencesThe report preferences options let you customize the display for the reports that you use. You can edit the following report preferences for your user account:

♦ Default report view. Allows you to select the default tab on which Data Analyzer opens a report from the Find tab.

♦ Date format. Allows you to change the display format for date attributes in reports. Date attributes contain a date value.

♦ Timestamp format. Allows you to change the display format for timestamp attributes in all reports. Timestamp attributes contain a date and time value.

Changing the Display of Date and Time AttributesThe date format or timestamp format you select changes the display of the following date and time attributes:

♦ Attributes that display in reports with time settings.

♦ Attributes that you add to reports on the Analyze tab or the Create Report Wizard.

For an attribute that you add to a report, the selected format applies only if the attribute was defined using User Locale as the date format or time format property. The Data Analyzer system administrator defines attributes in a dimension table. If the system administrator defined the attribute using User Locale as the property value, the attribute appears in reports based on your selection. If the system administrator defined the attribute using another property value, the attribute appears based on the predefined value.

For each date and time attribute you add to the report on the Analyze tab or the Create Report Wizard, you can also specify date and time formats on the Layout and Setup page of the Create Report Wizard. The format you select on the Layout and Setup page overrides the format you select on the Manage Account tab.

Entering a Date or Timestamp PatternWhen you edit the date format or timestamp format, you can either select from one of the available options or enter a pattern for the date or timestamp format. When you enter a pattern, you must use valid date format letters.

For example, if you want date attributes to display in the following format:

Sep/10/2004

Edit ing Report Preferences 311

Enter the following pattern:

MMM/dd/yyyy

If you want timestamp attributes to display in the following format:

Sep/10/04 04:34:42 a

Enter the following pattern:

MMM/dd/yy hh:mm:ss PM

Use slash (/), colon (:), and spaces as formatting characters in the pattern.

For a list of supported date format letters, see “Date Format Strings” on page 326.

To enter numbers in the date or timestamp format, enclose the numbers within single quotes. For example, to display date attributes in the 4/12/2007 format, enter the following pattern:

‘04’/’12’/’2007’ or ‘2007/04/12’

Steps for Editing Report PreferencesTo edit report preferences:

1. Click Manage Account.

2. In the Report Preferences task area, click Edit.

The Report Preferences task area appears in edit mode.

3. Enter the following information:

To enter a pattern for the Date Format or Timestamp Format, select or enter a format.

4. Click OK.

Editing Your Personal ProfileA personal profile consists of the following information:

♦ First name

♦ Middle name

♦ Last name

Field Description

Default Report View

Default tab where Data Analyzer opens a report from the Find tab. Select from the following options:- Formatted. Reports open on the View tab.- Analytic. Reports open on the Analyze tab. Default is Formatted. The system administrator can change the default to Analytic by editing the report.userReportDisplayMode property in the DataAnalyzer.properties file.

Date Format Display format for date attributes in reports. Select from the following options:- Choose from an available format.- Enter Pattern. For a list of date format letters you can use for the pattern, see “Date

Format Strings” on page 326.Default is M/d/yy.

Timestamp Format

Display format for timestamp attributes in reports. Select from the following options:- Choose from an available format.- Enter Pattern. For a list of date format letters you can use for the pattern, see “Date

Format Strings” on page 326Default is H:mm a.

312 Chapter 25: Managing Account Information

♦ Title

♦ Email address

♦ Reply-to address

The Data Analyzer system administrator can create a personal profile for each user.

You can edit your personal profile. Data Analyzer updates your user account with the new information. When you edit your personal profile, you can add or update the primary email address and the reply-to email address for your user account. Data Analyzer uses the primary email address as your default alert delivery device. Data Analyzer sends alert notifications to this email address.

Data Analyzer uses the reply-to email address as the From email address when you email reports from the Analyze tab.

To edit your personal profile:

1. Click Manage Account.

2. In the Personal Profile task area, click Edit.

The Personal Profile task area appears in edit mode.

3. Enter the following information:

4. Click OK.

Field Description

First Name Your first name.

Middle Name Your middle name.

Last Name Your last name.

Title Your function within your enterprise or within Data Analyzer. Titles do not affect roles or Data Analyzer privileges.

Email Address Your primary email address. If you enter an email address in the Reply-To Address field but leave the Email Address field blank, Data Analyzer uses the reply-to address as your primary email address.

Reply-To Address Your reply-to email address. When you email a report and the recipient replies to your email, the reply goes to your reply-to address. You can enter a different address than your email address.If you enter an email address in the Email Address field, but leave the Reply-To Address field blank, Data Analyzer uses the email address as your reply-to address.

Edit ing Your Personal Profile 313

314 Chapter 25: Managing Account Information

A P P E N D I X A

Data Analyzer Accessibility

This appendix includes the following topics:

♦ Overview, 315

♦ General Navigation, 316

♦ Menus, 316

♦ Combo Boxes and List Boxes, 316

♦ Find Tab, 317

♦ Table Layout Tab in the Create Report Wizard, 318

♦ Report Table on the Analyze Tab, 318

♦ Fiscal Calendar, 319

♦ Common Calendar, 319

OverviewYou can use the keyboard to access all areas of Data Analyzer. This appendix lists the keyboard shortcuts used to navigate the following areas of the Data Analyzer interface:

♦ General navigation

♦ Menus

♦ Combo boxes and list boxes

♦ Find tab

♦ Table Layout tab in the Create Report Wizard

♦ Report table on the Analyze tab

♦ Fiscal Calendar

♦ Common Calendar

315

General NavigationUse the Tab key to navigate through tabs, buttons, icons, fields, and check boxes in the Data Analyzer interface. As you tab through the items in a window, Data Analyzer displays a dotted rectangle around the item or highlights the item that has focus.

Table A-1 lists the keyboard shortcuts for general navigation through the Data Analyzer interface:

MenusUse the Tab key to navigate to and give focus to the arrow icon for a menu.

Table A-2 lists the keyboard shortcuts for Data Analyzer menus:

Combo Boxes and List BoxesUse the Tab key to navigate to and give focus to a combo box or list box.

Table A-1. General Navigation

To complete the following task... Use this shortcut...

Navigate to the next tab, button, icon, field, or check box. Tab

Navigate to the previous tab, button, icon, field, or check box. Shift+Tab

Select the tab, button, or icon that has focus. Enter

Go to the start of the Data Analyzer tabs (left of the Alerts tab). Alt+1

Go to the end of the Data Analyzer tabs (right of the Manage Account tab). Alt+2

Select a radio button within a group of radio buttons aligned vertically. Up and down arrows

Select a radio button within a group of radio buttons aligned horizontally. Right and left arrows

Select or clear a check box that has focus. Space

Table A-2. Menu Navigation

To complete the following task... Use this shortcut...

Open a menu that has focus. Enter, up arrow, or down arrow

Navigate the menu items. Up and down arrows

Open a submenu. Right arrow

Close a submenu. Left arrow

Select the menu item that has focus and close the menu. Enter

If the menu item is a check box, select or clear the check box that has focus. The other items in the check box group remain unchanged and the menu remains open.

Enter

Close a menu. Esc

316 Appendix A: Data Analyzer Accessibility

The following figure displays a combo box:

The following figure displays a list box:

Table A-3 lists the keyboard shortcuts for combo boxes and list boxes:

Find TabTo navigate the content folders on the Find tab, use the Tab key to navigate to and give focus to the Folders task area.

Table A-4 lists the keyboard shortcuts for the Find tab:

Table A-3. Combo Box and List Box Navigation

To complete the following task... Use this shortcut...

Open a combo box that has focus. Alt+down arrow

Navigate the combo box items. Up and down arrows

Select the combo box item that has focus and close the combo box. Enter

Navigate the list box items on the Internet Explorer browser. Shift+F8 to enter multiple selection mode. Up and down arrows to navigate.

Navigate the list box items on the Mozilla Firefox browser. Ctrl+up arrow and Ctrl+down arrow

Select the list box item that has focus or clear the currently selected list box item.

Space

Table A-4. Navigation of the Content Folders

To complete the following task... Use this shortcut...

Navigate the folders in the Folders task area. Up and down arrows

Open a folder. Right arrow

Close a folder. Left arrow

Navigate to the Results task area to select an item in an open folder.

Tab

Select a report, shared document, or public dashboard in the Results task area.

Up and down arrows

Navigate from the Results task area to the Folders task area. Shift+Tab

Combo box

List box

Find Tab 317

Table Layout Tab in the Create Report WizardYou can modify the layout of a report in the Table Layout tab in the Create Report Wizard by using the arrow buttons in the metric or attribute labels to move the metric or attribute. Use the Tab key to navigate to and give focus to the Table Layout tab. Tab to the appropriate button for the metric or attribute you want to move, and press Enter.

For example, to create a cross tabular report table in the following figure, tab to the up arrow button for the Group Desc attribute and press Enter:

Data Analyzer moves the Group Desc attribute from the Row Attribute area to the Column Attribute area.

Report Table on the Analyze TabOn the Analyze tab, use the Tab key to navigate to and give focus to the report table. You can then use the keyboard to select metric cells, row headers, or column headers in the report table. You can select only a single row or column header using the keyboard.

After you make a selection in the report table, you can complete data level tasks to customize report data.

Table A-5 lists the keyboard shortcuts for the report table on the Analyze tab:

Table A-5. Report Table Navigation

To complete the following task... Use this shortcut...

Select a metric cell. Arrow keys

Select the column header for the current selected cell. Ctrl+Shift+up arrow

Clear the selection of a column header. Ctrl+Shift+down arrow

Select the row header for the current selected cell. Ctrl+Shift+left arrow

Clear the selection of a row header. Ctrl+Shift+right arrow

Select a block of metric cells. Shift+arrow keys

Select a non-contiguous group of metric cells. Ctrl+arrow keys to give focus to other cells without changing the current selectionAlt+arrow keys to select other cells

Row Attribute area Column Attribute areaUp arrow button

318 Appendix A: Data Analyzer Accessibility

Fiscal CalendarUse the Tab key to navigate to and give focus to the arrow icon for a fiscal calendar. The following figure displays a fiscal calendar:

Table A-6 lists the keyboard shortcuts for the fiscal calendar:

Common CalendarUse the Tab key to navigate to and give focus to the arrow icon for a common calendar. The following figure displays a common calendar:

Table A-7 lists the keyboard shortcuts for the common calendar:

Table A-6. Fiscal Calendar Navigation

To complete the following task... Use this shortcut...

Open a fiscal calendar that has focus. Enter, up arrow, or down arrow

Navigate the cells in the quarter and month selection area. Arrow keys

Select the current cell or clear the currently selected cell in the quarter and month selection area.

Enter

Navigate to the year selection area. Shift+Tab

Navigate the buttons in the year selection area. Tab

Decrease or increase the year in the year selection area. Enter on the previous or next year buttons

Save and close the calendar. Enter on the save and close button or Esc

Table A-7. Common Calendar Navigation

To complete the following task... Use this shortcut...

Open a calendar that has focus. Enter, up arrow, or down arrow

Navigate the cells in the day selection area. Arrow keys

Select the current cell in the day selection area and close the calendar. Enter

Navigate to the year and month selection area. Shift+Tab

Quarter and month selection area

Year selection area

Day selection area

Year and month selection area

Fiscal Calendar 319

Navigate the buttons and year selection menu in the year and month selection area.

Tab

Decrease or increase the month in the year and month selection area. Enter on the previous or next month/year buttons

Decrease or increase the year in the year and month selection area. Shift+Enter on the previous or next month/year buttons

Open the year selection menu that has focus. Enter, up arrow, or down arrow

Navigate the years in the year selection menu. Up and down arrows

Select the current year in the year selection menu and close the menu. Enter

Save and close the calendar. Esc

Table A-7. Common Calendar Navigation

To complete the following task... Use this shortcut...

320 Appendix A: Data Analyzer Accessibility

A P P E N D I X B

Expression Syntax

This appendix includes the following topics:

♦ Overview, 321

♦ Function Syntax, 322

♦ Constants, 323

♦ Operators, 324

♦ Dates, 326

OverviewWhen you write an expression, use the correct syntax and write a valid mathematical expression. Although Data Analyzer provides syntax validation, you must enter valid values in the expression.

General Rules of SyntaxTable B-1 lists the general rules of syntax that apply to expressions:

Table B-1. Expression Syntax

Syntax Rule Syntax Rule

Enclose metric or attribute names in curly brackets as follows:{metric_name}

{Sales}

When a metric or attribute name occurs more than once in the repository, clarify which to use with the folder name and a pipe, as follows:{folder_name|metric_name}Note: Unnecessary use of the pipe may produce unexpected results.

{Sales|Sales}

Use parentheses to define the order of execution. Data Analyzer evaluates the innermost set of parentheses before proceeding to the next.

To find the sum, then the product: (6*(4+8))

Surround arguments in parentheses as follows:function(argument)When using a metric or attribute, also use curly brackets:function({metric_name})

ABS({Profit})

321

NullsNULL indicates that a value is either unknown or undefined. NULL is not equivalent to a blank or empty string (for character columns) or zero (for numerical columns). If any metric used in the expression has a null value, the expression returns NULL.

For example if a custom metric has the expression:

({Sale Price} - ({Sale Price} * .25)) - {Product Price}

and the value of Product Price is NULL, the value of the custom metric is NULL.

Null Handling in FunctionsIf you use a function in the expression, null handling depends on the function being used. For most functions, if you pass a null value, the function returns a NULL.

For aggregate functions, by default, Data Analyzer ignores null values. For example, in the following custom metric expression:

Avg(Sale Price)

if any of the sale price values is NULL, Data Analyzer ignores that value when calculating the average sale price. If you pass an entire row or column of null values, the function returns NULL.

Null Values in the Context ArgumentYou can pass the Context argument to certain functions to set a scope for the function. If a value of the Context argument evaluates to NULL, the function does not select the row or column. If the Context evaluates to NULL for all rows or columns for a metric or attribute, the function returns NULL. The exceptions to this rule are the CountAll and CountUnique functions, which return zero.

Function SyntaxA function manipulates values that you pass to it and returns a result. The values you pass to a function are known as arguments. Data Analyzer uses the following syntax for a function in an expression:

function name(argument1, argument2 ...)

You can also pass optional arguments to many functions. Optional arguments display within square brackets ([ ]) in the syntax:

function name(argument1, argument2 ...[, argument x, argument y ...])

When you enter the function in the expression text box, do not enter the square brackets.

Depending on the function, an argument takes any of the following values:

When you pass an optional argument to a function, you must also pass any other optional arguments that occur ahead of it in the function syntax.

For the AmorDegrC function, if you pass the CurrencyDecimals argument, you must also pass the DayCountBasis argument.

Data Analyzer does not support nested statistical functions. The following functions are not supported:STDEV(ABS({Sales Qty}))VAR(ROUND({Sales Qty},2))

Do not nest functions within aggregate functions. Functions not supported:SUM(ABS({Sales Qty}))MEDIAN(ROUND({Profit}))

Table B-1. Expression Syntax

Syntax Rule Syntax Rule

322 Appendix B: Expression Syntax

♦ Metric name

♦ Attribute name

♦ Variable

♦ String literal

♦ Numeric literal

♦ Date value

Certain functions take the Context argument. The Context argument is a special type of argument that sets the scope for a function.

Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. To minimize syntax errors, use the point-and-click method to enter expressions. When you point and click instead of manually entering the expression, Data Analyzer supplies any necessary additional characters, such as brackets and pipes.

When you use the point-and-click method to add a function to the expression, Data Analyzer displays the names of the required arguments in the expression. You can replace the argument names with the values you want to pass to the function. You can also enter values for any optional argument you want to pass to the function.

ConstantsUse the following constants anywhere in an expression:

♦ E. E is a mathematical constant that is the base of the natural logarithm. The value of E is equal to 2.718281828459. Use the E constant to calculate the natural logarithm of a numeric value. For example, you have an expression that returns the straight-line depreciation of an asset for one year. You want to calculate the natural logarithm of the depreciation of the asset in each year. Use the following expression where the cost of the asset is $1,000, salvage value is $175, and the life of the asset is 8 years:

SLn(1000, 175, 8)*E

♦ PI. PI is a real number that is used in many mathematical calculations. The value of PI is equal to 3.14159265359. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. For example, the following expression returns 0.707 radians as the cosine of 45 degrees:

Cos(45*PI/180)

Use the following constants as the arguments for certain functions:

♦ FALSE

♦ TRUE

TRUE and FALSE are logical values that determine the form of the function in which they are being used. For example, in the BinomDist function, you can use TRUE or FALSE as the value of the Cumulative argument. If Cumulative is TRUE, the function returns the cumulative binomial distribution. Otherwise, it does not return the cumulative binomial distribution.

Note: Constants are not case sensitive.

Constants 323

OperatorsData Analyzer supports the use of multiple operators and the use of operators within nested expressions. If you write an expression that includes multiple operators, Data Analyzer evaluates the expression in the following order:

1. Arithmetic operators

2. Comparison operators

3. Logical operators

Data Analyzer evaluates operators in the order they appear in the following table. It evaluates operators in an expression with equal precedence to all operators from left to right.

Table B-2 lists the precedence for all operators:

You can also use operators within nested expressions. When expressions contain parentheses, Data Analyzer evaluates operations inside parentheses before operations outside parentheses. Operations in the innermost parentheses are evaluated first.

For example, depending on how you nest the operations, the equation 8 + 5 - 2 * 8 returns different values:

Arithmetic OperatorsUse arithmetic operators to perform mathematical calculations on numeric data.

Table B-3 lists the arithmetic operators, in order of precedence, you can use in expressions:

Table B-2. Operators in Expressions

Operator Meaning

( ) Parentheses

+, - Unary plus and minus

^ Power

*, /, % Multiplication, division, modulus

+, - Addition, subtraction

<, <=, >, >= Less than, less than or equal to, greater than, greater than or equal to

=, <> Equal to, not equal to

! Logical NOT operator

& Logical AND operator, used when specifying conditions

| Logical OR operator, used when specifying conditions

Equation Return Value

8 + 5 - 2 * 8 -3

8 + (5 - 2) * 8 32

Table B-3. Arithmetic Operators in Expressions

Operator Meaning

+, - Unary plus, unary minus. Unary plus indicates a positive value. Unary minus indicates a negative value.

324 Appendix B: Expression Syntax

If you perform arithmetic on a null value, the function returns NULL.

When you use arithmetic operators in an expression, all of the operands in the expression must be numeric. For example, the expression 1 + “1” is not valid because it adds an integer to a string. The expression 1.23 + 4 / 2 is valid because all of the operands are numeric.

Note: Data Analyzer provides Date and Time functions that let you perform arithmetic on date/time values.

Comparison OperatorsUse comparison operators to compare character or numeric strings, manipulate data, and return a TRUE (1) or FALSE (0) value.

Table B-4 lists the comparison operators you can use in expressions:

When you use comparison operators in an expression, the operands must be the same datatype. For example, the expression 123.4 > “123” is not valid because the expression compares a numeric value with a string. The expressions 123.4 > 123 and “a” <> “b” are valid because the operands are the same datatype.

If you compare a value to a null value, the result is NULL.

Logical OperatorsUse logical operators to manipulate numeric data. Expressions that return a numeric value evaluate to TRUE for non-zero values, FALSE for zero, and NULL for NULL.

Table B-5 lists the logical operators you can use in expressions:

^, *, /, % Power, multiplication, division, modulus. A modulus is the remainder after dividing two integers. For example, 13 % 2 = 1 because 13 divided by 2 equals 6 with a remainder of 1.

+, - Addition, subtraction.The addition operator (+) does not concatenate strings. To concatenate strings, use the Concat function. To perform arithmetic on date values, use the date functions.

Table B-4. Comparison Operators in Expressions

Operator Meaning

= Equal to

> Greater than

< Less than

>= Greater than or equal to

<= Less than or equal to

<> Not equal to

Table B-5. Logical Operators in Expressions

Operator Equivalent SQL Operator Meaning

! NOT Negates result of an expression. For example, if an expression evaluates to TRUE, the ! operator returns FALSE. If an expression evaluates to FALSE, the ! operator returns TRUE.

Table B-3. Arithmetic Operators in Expressions

Operator Meaning

Operators 325

Expressions that combine a null value with a Boolean expression produce results that are ANSI-compliant. For example, Data Analyzer produces the following results:

♦ NULL AND TRUE = NULL

♦ NULL AND FALSE = FALSE

DatesData Analyzer provides Date and Time functions that help you perform calculations on dates. With the Date and Time functions you can round, truncate, or compare dates, extract one part of a date, or perform arithmetic on a date.

In addition to Date and Time functions, other functions also take dates as arguments. For example, financial functions AccrInt and AccrIntM take date arguments. As a value for a date argument, you can pass a date in one of the following ways:

♦ Pass a date attribute. A date attribute contains date values that are recognized by Data Analyzer functions. You do not need to manipulate the date attribute values before passing them to a function. The following expression is an example of a function that takes date arguments. Begin Date and End Date are date attributes:

ElapsedDays({Begin Date}, {End Date})

♦ Enter a date by using another function that generates a date. Functions that generate a date are Date, DateValue, EndOfMonth, Today, NextDate, and AddToDate. The following expression is an example of a function that takes date arguments. The expression uses the DateValue function to enter dates for the Disc function:

Disc(DateValue("4/1/2004"), DateValue("6/15/2004"), 95, 100)

You cannot directly enter a date string as the value for a date argument. For example, the following expression is invalid:

Disc("4/1/2004", "6/15/2004", 95, 100)

CalendarData Analyzer supports dates in the Gregorian calendar system only. Dates expressed in a different calendar system are not supported. Data Analyzer recognizes leap years and accepts any date in the Gregorian calendar.

Date Format StringsThe date format string defines the structure of a date. Use date format strings to convert input dates into other date formats.

Date format strings used in Data Analyzer functions are derived from the Java programming language. You must enter a date format string using certain date format letters, as specified in Java. Date format strings are case sensitive and must be enclosed within quotation marks.

& AND Joins two conditions and returns TRUE if both conditions evaluate to TRUE. Returns FALSE if one condition is not true.

| OR Connects two conditions and returns TRUE if any condition evaluates to TRUE. Returns FALSE if both conditions are not true.

Table B-5. Logical Operators in Expressions

Operator Equivalent SQL Operator Meaning

326 Appendix B: Expression Syntax

Using Date Format Strings in FunctionsYou can pass the DateFormat argument to certain functions. The value of the DateFormat argument is a case-sensitive date format string that defines the structure of a date. Use the DateFormat argument to pass the date format string to the following functions:

♦ DateString. The DateString function creates a string when you provide date and format values. Use the DateFormat argument to provide the function information about the date you are passing. For example, the following expression returns the string “2003-Jan-13 AD”:

DateString(date(2003, 01, 13), “yyyy-MMM-dd G”)

♦ DateValue. The DateValue function creates a date when you provide a date string value. Use the DateFormat argument to pass a date string in a format that is unrecognized by the function. For example, the following expression returns the date for 13th day of January, 2003 AD:

DateValue("13/January/2003 AD", "dd/MMMM/yyyy G")

Date Format LettersUse the date format letters to specify a date format string. You can also use the date format letters to change how date and timestamp attributes display in your reports.

You must use the correct case for the format letters you use in your expressions. Data Analyzer does not validate the case of the format letters you use in an expression. For example, if you use “mm” instead of “MM” to specify the month portion of a date, you might see incorrect data in your report.

Table B-6 lists the date format letters you can use to specify a part of a date. The examples in the table are based on the following date:

August 20, 2004 4:35 PM GMT

Table B-6. Date Format Letters in Data Analyzer Functions

Format Letter Description Examples

G Era designator. G returns AD.

y Year portion of date. yyyy returns 2004.yy returns 04.

M Month portion of date. If the number of letters is 3 or more, Data Analyzer interprets the month as text, otherwise, Data Analyzer interprets the month as a number.

M returns 8.MM returns 08.MMM returns Aug.MMMM returns August.

w Week number in year. w returns 34.

W Week number in month. W returns 3.

D Day number in year. D returns 233.

d Day number in month. d returns 20.

E Day of week, returned as text. E, EE, and EEE return Fri.EEEE returns Friday.

a AM or PM marker, returned as text. a returns PM.

H Hour of day (0 to 23), where zero is 12 AM (midnight). H and HH return 16.

h Hour number in AM or PM (1 to 12). hh returns 4.hh returns 04.

m Minute number in hour. m and mm returns 35.

s Second portion of date. s returns 0.ss returns 00.

S Millisecond portion of date. S returns 000.

z Time zone, returned as text. z returns PMT.

Dates 327

328 Appendix B: Expression Syntax

I N D E X

Aabsolute ranking

description 94nested 95setting 96

absolute time periodsdescription 65

access permissionsSee also Data Analyzer Administrator Guidechange permission 126creating 127Delete permission 126exclusive 126inclusive 126read permission 126security profile 124, 142setting for dashboards 126setting for reports 126using wildcards 126viewing and setting for Personal Folder 34viewing for reports 14write permission 126

accessibilitykeyboard navigation 315

accessingdata lineage for reports 38

Active X controlsenabling for the browser 311

addingattribute filters to a report 88attributes to a report 195basic calculations 199chart indicators to personal dashboard 282gauge indicators to personal dashboard 287metric filters to a report 89metrics to a report 194related reports or documents to a report 187report charts 225report charts on Analyze tab 236report charts on Create Report Wizard 232report links to analytic reports 120shared document links in folders 41table indicators to personal dashboard 282

Administration tabSee also Data Analyzer Administrator Guidedescribed 15

Adobe SVG Viewerinstallation 310

advanced grouping modefor creating filters 74

aggregationsuppressing in SQL query for a report 158

aggregation methodsSee Data Analyzer Schema Designer Guide

alert delivery devicesemail 293pager 294

alert delivery optionsmodifying 293suspending alert delivery 293viewing 293

alert rulesmodifying 292viewing 292

alert schedulesdescription 299for real-time reports 299

alert summaryviewing 291

alertsSee also data alertsSee also report alertsSee also personal alertsSee also public alertsmodifying From email address 294reading 290

Alerts tabaccessing alerts 290described 10viewing alerts 290

analysis filtersCLOB values 184description 184

analysis pathsSee analytic workflows

analytic workflowsadding report links 118analysis filter 184containing CLOB values 184creating 113detail view 185example 114filters in workflow reports 114global view 185nodes 114primary reports 113ranking filters 117

329

using 184using existing reports 117workflow reports 113

Analyze tabdata lineage for a metric or attribute 191described 13displaying sectional report tables 101hiding report metadata and data actions 107Revert link 167tasks 167using report links 118

animationconfiguring polling intervals 275for indicators 275

archivingdashboards 138formats 138reports 138schedules 138

area report chartdescription 226

arithmetic operatorsdescription 324using strings in expressions 325

attribute filtersadding to a report 88creating 74creating a prompt 75deleting from reports 90description 73editing 79editing the SQL query 78progressive filtering 75using global variables 91using system variables 75viewing the SQL query 78

attributesSee also Data Analyzer Schema Designer Guideaccessing data lineage on Analyze tab 191adding to a report 195custom 219description 59hiding in report tables 107in reports 2modifying in reports 193removing from a report 196reports with attributes only 59selecting for reports 59terms in Data Analyzer 2using filter identifiers 86viewing descriptions 187

automatic subscriptiondescription 128

Bbase attributes

for custom attributes 219basic aggregates

cross tabular report tables 198deleting 203description 199

subtotals 198summary 203using in reports 201

basic metricsall reports 199deleting 203description 199reports with time settings 200summary 203

basic modefor creating filters 73

Between Datestime setting in reports 67

broadcastingcached reports 133composite reports 145dashboards 130email 131formats 130on-demand reports 133reports 130saving to a network drive 132schedules 133state 131summary of options for reports 133

broadcasting rulescreating for dashboards 136creating for reports 133deleting for dashboards 137deleting for reports 135described 131editing for dashboards 137editing for reports 135searching for recipients 137

bubble report chartdescription 226sectional report tables 227using 227

burstingSee broadcasting

Ccached reports

See also Data Analyzer Administrator Guideapplying security 124, 142broadcasting 133defined 5displaying 152running 152subscribing users 128

calculated metricsSee Data Analyzer Schema Designer Guide

calculationsadding basic calculations 199displaying in report charts 230layout-dependent 197performing on undefined values 201predefined 197report tables 197sectional report tables 198sum calculation for custom metrics 209

330 Index

categoriesin composite report properties 143in report properties 125

change permissionSee access permissions

chart indicatorsSee also indicatorsadding to personal dashboard 282adjusting size 279creating 277deleting 282description 275interactive 19modifying 282viewing on dashboards 19

chartsSee report charts

circular gauge indicatorsdescription 283

CLOB datadrilling 181in analytic workflows 184report links 119suppressing GROUP BY clause 159

clock settingsfor your user account 310

colorsmodifying chart colors 246

column attributesdescription 100

columnsdrawing data series along table columns 229

combo report chartdescription 226using 227

commentsadding for dashboards 256adding for reports 256in composite report properties 143in dashboard properties 125in report properties 124

common calendartime settings in reports 64

comparison operatorsdescription 325using strings in expressions 325

comparisonsreport time settings 66

composite reportsadding comments 143adding description 143adding keywords 143adding subreports 142associating with categories 143associating with departments 143broadcasting 145Create Composite Report Wizard 16creating 6defining report properties 143description 5, 6formatting 144permissions 142printing 148

setting as default 12subscribing users 145

configuringdefault layout for dashboards 47report links 120rows per page 108

constantsE 323expressions 323FALSE 323PI 323TRUE 323

containersdescribed 17on dashboards 46

content foldersSee also foldersdescription 34

Context argumentattributes 213equal to operator 212functions of Running category 215keywords 214null values 322separators 212syntax 212

Continuous Timetime settings in reports 66

copyingfolders 36reports 36shared document links 36

Create Composite Report Wizardoverview 6

Create Report Wizardoverview 5

Create tabdescribed 16

creatinganalytic workflows 113broadcasting rules for dashboards 136broadcasting rules for reports 133chart indicators 277composite reports 6custom layouts for dashboards 46custom metrics in advanced mode 207custom metrics in simple mode 204dashboard filters 51dashboards 45folders 39gauge indicators 284highlighting rules 176indicators for multi-page reports 281queries for search 28report update alerts 298reports 5table indicators 277

cross tabular report tablesattribute only 159description 5displaying charts 239reports with time settings 101

Index 331

custom aggregatescreating 211cross tabular report tables 198deleting 218editing 218layout 216subtotals 198using variables 216

custom attributesbase attributes 219creating in advanced mode 221, 222creating in basic mode 219description 219editing in report 223expressions 221groups 219layout-dependent 222layout-dependent restrictions 212ranking 93removing from a report 196saving to Schema Directory 224using date or timestamp attributes 222

custom calendartime settings in reports 64

custom colorsfor row banding 108

custom layoutfor dashboards 46

custom metricscreating in advanced mode 207creating in simple mode 204deleting 209description 203expression 204layout-dependent restrictions 212non-numeric values 206promoting 210sum calculation in report table 209summary 205, 208, 217

customizingpersonal dashboard 24report charts 225

Ddashboards

See also personal dashboardSee also public dashboardsadding comments 125adding description 126adding discussion 256adding feedback 256adding keywords 126applying dashboard filters 22archiving 138broadcasting 130changing indicator names 52changing report names 52changing shared document names 52comments for 256containers 46creating 45

custom layouts 46editing 24emailing 254exporting data 148, 252filters 21formatting 250previewing 52printing 251searching content 47searching for 28selecting layout 46setting as default 18setting the default layout 47subscribing users 128types of 45viewing 18viewing indicator summary 19viewing indicators 19

datarow banding in reports 108

data actionshiding 107

data alertsdeleting 307description 299modifying 307user access 304viewing alert summary 291

Data Analyzerinterface 9log in 7log out 8tasks for system roles 2terms used 2timeout 3

data lineageaccessing for attributes on Create tab 60accessing for metrics on Create tab 57accessing for reports 38accessing on Analyze tab 191

data restrictionsSee also Data Analyzer Administrator Guidein the SQL query for a report 156security profile 124, 142

data restrictions icondescribed 14

DataAnalyzer.properties fileconfiguring to subscribe users 129editing for maps directory 246modifying From email address for alerts 294

Datetime setting in reports 67

date attributesfilters 75using in global variables 92

date formatchanging for reports with time settings 312

date format stringsformat letters 327using in expressions 326using in functions 327

date patternentering 311

332 Index

date/time formatsreport tables 106

datesusing in expressions 326

Day of Week Numbertime attribute 60

Day(s) of Weektime setting in reports 67

decimal precisionchart indicators 276table indicators 276

default report viewchanging 312

default SQLdescription 154

delete permissionSee access permissions

deletingattributes from a report 196chart indicators 282custom aggregates 218custom metrics 209data alerts 307filters from reports 90gauge indicators 287highlighting rules 178metrics from a report 194public dashboards 37report charts on Analyze tab 238report charts on Create Report Wizard 236report links 121table indicators 282

departmentsin composite report properties 143in report properties 125

descriptionin composite report properties 143in dashboard properties 126in report properties 125

detail viewanalytic workflows 185

digital gauge indicatorsdescription 284

discussionon a dashboard 256on a report 256

display optionsHTML and PDF documents 250

display settingsreport charts 234report tables 107

displayingPivotTable 270reports 152sectional report tables 101

division by zerodisplaying in report table 107

drill filtersdescription 178

drill pathsprimary 179secondary 179

drillinganywhere in a report 182changing granularity 182drill filters 178drill paths 179example 179into a report 178into a report chart 183results 180with CLOB values 181

EE constant

description 323editing

attribute filters 79dashboards 24metric filters 83report links 121report preferences 311SQL query for a metric filter 82SQL query for a report 155SQL query for an attribute filter 78

emailalert delivery device 293dashboards 254modifying From alert address 294reports 254shared documents 42

ExcelSee Microsoft Excel

Excel templatesSee Microsoft Excel templates

exception highlightingSee highlighting

exclusionsreport time settings 66

exclusive permissionsSee access permissions

exporting dashboard dataoverview 148, 252with Japanese fonts 253

exporting report dataExcel functions 271Excel template areas 267overview 148, 252refreshing data 269retaining Data Analyzer formatting 263to Excel PivotTable 263, 265to Microsoft Excel 263using Excel template 263, 267with Japanese fonts 253

expression syntaxconstants 323date format strings 326dates 326functions 322general rules 321null values 322operators 324

Index 333

FFALSE constant

description 323feedback

on a dashboard 256on a report 256

filter identifiersdescription 86hiding attributes 88using in reports 86

filtersSee also attribute filtersSee also filtersetsSee also metric filtersadvanced grouping mode 74advanced mode 73applying dashboard filters 22basic mode 73creating dashboard filters 51creating filtersets 83dashboards 21date attributes 75deleting from reports 90description 73grouping 74restricting removal from a report 73simple grouping mode 74summary 79using filter identifiers 86viewing the SQL query 73workflow reports 114

filtersetscreating in Create Report Wizard 84creating on Analyze tab 84description 83using in reports 85

Find tabcomponents 28description 12overview 27subscribing to items 130

fiscal calendartime settings in reports 64

flaggingreports 35shared documents 35

flat gauge indicatorsdescription 283

foldersadding shared document links 41changing description 40changing name 40copying 36creating 39modifying information 40moving 35, 36moving items in folders 36navigating 33removing items from 37renaming 40shortcuts 40viewing folder properties 39

viewing information 40viewing properties 37viewing report properties 37viewing shared document properties 41

fontsautosized for charts 232changing size for your user account 310settings for report tables 108

formatsdisplaying in charts 231highlighting rules 173setting for report tables 106

formattingcomposite reports 144dashboards 250

From email address for alertsmodifying in DataAnalyzer.properties file 294

functionsnull handling 322syntax 322using date format strings 327

Ggauge indicators

See also indicatorsadding to personal dashboard 287circular 283creating 284deleting 287description 275digital 284flat 283interactive 19modifying 286trend 284value ranges 283viewing on dashboards 19

general preferencesediting 309

geographic chartsdisplaying 243

global variablesSee also Data Analyzer Schema Designer Guidedate attribute values 92using in attribute filters 91

global viewanalytic workflows 185

grand totalssectional report tables 102

granularitychanging in reports with time settings 182description 65

graphsSee report charts

greetingchanging 310

grid linesconfiguring 241

GROUP BY clausesuppressing in SQL query for a report 158

334 Index

GroupBySuppression.GroupOnAttributePair propertyconfiguring 160

groupingfilters 74

groupsreport charts 228

growthtime settings in reports 200

Hhelp glossary

See also Data Analyzer Schema Designer Guideviewing 187

hidingattributes in report tables 107colored dots 233, 238Hide Metadata button for charts 233, 238metrics in report tables 107report metadata and data actions 107report tables 191

highlightingdescription 171

highlighting rulescreating 176deleting 178formats 173modifying 177ranges 172state 175user access 175

Holiday Flagtime attribute 60

horizontal bar report chartdescription 226

horizontal stacked bar report chartdescription 226

HTML documentexporting dashboards 252exporting reports 252setting display options 250

Iinclusive permissions

See access permissionsindicators

animation 275changing name on dashboards 52charts 275creating 273description 273gauges 275position-based 274refreshing 20tables 275trend 284troubleshooting 287user access 275value-based 274value-based indicators with time settings 274viewing interactive indicators 310

viewing on dashboards 19viewing summary on dashboards 19

interactive chartsdrilling 183setting in the Manage Accounts tab 310

interactive graphsSee interactive charts

interactive indicatorssetting in the Manage Accounts tab 310viewing on a dashboard 19

interfaceData Analyzer 9

invalid charactersReport Name field 164, 169

Kkeyboard navigation

accessibility 315keywords

in composite report properties 143in dashboard properties 126in report properties 125

Llabels

overlapping in report charts 239language

See also Data Analyzer Administrator Guidedisplaying report charts 242setting language display 310user account 3

layoutcreating custom for dashboards 46selecting for dashboards 46setting a default for dashboards 47setting for report table 100

layout contextusing 212

layout keywordsusing in expressions 214

layout-dependentcustom attribute restrictions 212custom metric restrictions 212

layout-dependent custom attributesdescription 222

layout-dependent metric calculationsdescription 197

legendsreport charts 234

line bar combo report chartdescription 226

line report chartsdisplaying statistics 231

log inchanging password 309Data Analyzer 7

log outData Analyzer 8

logical operatorsdescription 325

Index 335

MManage Account tab

described 16managing

subscriptions 130manual subscription

description 128message

for empty reports 108metadata

for reports 14hiding in a report 107

metric filtersadding to a report 89aggregation method 80creating 80creating a prompt 81deleting from reports 90description 73editing 83editing the SQL query 82viewing the SQL query 82

metricsSee also Data Analyzer Schema Designer Guideaccessing data lineage on Analyze tab 191adding to a report 194custom 203description 55display formats 106displaying as rows 104displaying totals 190hiding in report tables 107in reports 2modifying in reports 193promoting custom metrics to schema 210removing from a report 194reports with metrics only 55selecting for reports 55suppressing aggregation in SQL query 158terms in Data Analyzer 2viewing descriptions 187

Microsoft Exceldisplaying reports as PivotTables 270exporting report data 263exporting to PivotTable 265exporting using a template file 267setting security level 260, 269template worksheets 260working with templates 259

Microsoft Excel templatescreating 260deleting 262editing 262example usage 259, 267exporting using Excel template 267managing 262refreshing data 270uploading to Data Analyzer repository 262working with 259worksheets 260

Microsoft Office Web Componentdisplaying reports as PivotTables 270

Microsoft SOAP Toolkitinstallation 272

modifyingalert delivery options 293alert From address 294alert rules 292chart indicators 282data alerts 307gauge indicators 286highlighting rules 177profiles 312report chart colors 246report charts on Analyze tab 238report charts on Create Report Wizard 235shared documents 41table indicators 282

movingitems on Find tab 36

moving averagetime settings in reports 200

moving totaltime settings in reports 200

multi-pie report chartdescription 226

Nnavigating

folders 33report links 119

navigationkeyboard 315

non-numeric valuescustom metrics 206

null valuesContext argument 322displaying in report charts 235displaying in report tables 110expressions 322

number of rows per pageconfiguring 108

numberingdata in report tables 110rows in report tables 107

numeric precisionSee decimal precision

Oon-demand reports

broadcasting 133description 5running 152using stored procedures in the SQL query 162

operatorsarithmetic 324comparison operators 325expression syntax 324logical operators 325using strings in arithmetic 325using strings in comparison 325

336 Index

orderingreport links 121

Ppager

alert delivery device 294pagination

rows per page 108pareto report chart

description 226passwords

changing 309patterns

entering for date or timestamp attributes 311PDF document

exporting dashboards 252exporting reports 252exporting reports with Japanese fonts 253setting display options 250

percent change in growthtime settings in reports 200

percent growthtime settings in reports 200

percent rankingdescription 96setting 97

percentagebasic metric calculation 199

permissionsSee access permissions

personal alertsdescription 304

personal dashboardadding chart indicators 282adding gauge indicators 284adding reports 43adding shared document links 43adding table indicators 282overview 17

Personal FolderSee also foldersaccess permissions 34description 34sharing items 34

personal profileediting 312

personal user accessdata alerts 304indicators 275

PI constantdescription 323

pie report chartdescription 226

pivotingreports tables 189

PivotTabledisplaying a report 270dynamic charts 270exporting to Excel 265report size limitation 270

polling intervalsconfiguring for indicators with animation 275description 275

predefined system variablesusing in the SQL query for a report 157

previewingdashboards 52

primary reportsanalytic workflows 113

printingcomposite reports 148dashboards 251reports 251

profilemodifying 312

progressive filteringdescription 75

promotingcustom metrics 210

promptscreating for attribute filters 78creating for filtersets 86creating for metric filters 81creating for metrics 58, 62creating for time settings 70description 7viewing reports 152

propertiesdefining for composite reports 143defining for public dashboards 125defining for reports 123

provider-based securityapplying to a report 124broadcasting rules 133description 124, 142

public alertsdescription 304

public dashboardsdefining properties 125deleting 37description 45publishing 53

Public FoldersSee also foldersdescription 34

public user accessdata alerts 304indicators 275

publishingpublic dashboards 53

Qqueries

See also searchingto search for content 28

query governingsetting for reports 125

Index 337

Rranges

gauge indicators 283highlighting rules 172

rankingSee also absolute rankingSee also percent rankingcustom attributes 93in workflow reports 117reports with time settings 93setting criteria 93summary 96

ranking SQL statementdescribed 94

read permissionsSee access permissions

readingalerts 290

real-time reportsdata alerts 297description 5indicators 275trend gauge indicators 284

recipientsbroadcasting 137

refinementscomparisons 66description 66exclusions 66

refreshing dataExcel function 271in an Excel file 269in Excel templates 270indicators 20installing Microsoft SOAP Toolkit 272setting browser to check for new pages 20viewing new rows and columns 270

registeringalert devices 289

related reportsadding to a report 187

relative time periodsdescription 65

removingSee deleting

renamingfolders 40

report alertsSee also data alertsSee also report update alertsdescription 297

report chartsSee also geographic charts2Y bar 2252Y line 2263Y bar 2254Y bar 2265Y bar 226adding 225adding on Analyze tab 236adding on Create Report Wizard 232area 226

autosized fonts 232bubble 226combo 226customizing 225deleting on Analyze tab 238deleting on Create Report Wizard 236display settings 234displaying a section of a table 239displaying calculations 230displaying data 228displaying for cross tabular report tables 239displaying for sectional report tables 239displaying in another language 242displaying metric formats 231displaying null values 235displaying on Analyze tab 239draw series along table columns 229draw series along table rows 229drilling into 183geographic charts 243grid lines 241groups 228horizontal bar 226horizontal stacked bar 226horizontal waterfall 226legends 234line bar combo 226modifying chart colors 246modifying on Analyze tab 238modifying on Create Report Wizard 235multi-pie 226overlapping labels 239overview 225pareto 226pie 226scatter 226series 228stacked area 226stacked bar 226stacked bar combo 226stacked line 226standard bar 226standard line 226standard waterfall 226summary 235types 225, 233using interactive charts option 310viewing interactive charts 310

report data actions icondescribed 14in report 108

report iconsdata restrictions 14ownership 14permissions 14report data actions 14report metadata 14

report linksadding 120CLOB data 119overview 118

report metadata icondescribed 14

338 Index

in report 108report owner

name 14report preferences

editing 311report properties

composite reports 143defining 123

report tablescalculations 197changing display 188cross tabular 5date/time formats 106display settings 107displaying metrics as rows 104formats for metrics 106hiding 191hiding attributes 107hiding metrics 107pivoting 189sectional 5setting fonts 108setting formats 106setting layout 100setting sort orders 111sorting 188tabular 5

report update alertscreating 298description 297

report viewchanging the default 312

reportsSee also cached reportsSee also on-demand reportsSee also real-time reportsaccessing in folders 33adding a chart 225adding comments 124adding custom attributes 219adding custom metrics 203adding description 125adding discussion 256adding feedback 256adding keywords 125adding related documents 187adding related reports 187adding to personal dashboard 43archiving 138associating with categories 125associating with departments 125attributes only 59broadcasting 130changing name on dashboards 52comments for 256configuring row numbers 107, 110copying on Find tab 36creating 5creating analytic workflows 113creating filtersets 83creating sort orders 111custom attributes 219customizing report charts 225

data lineage 38defining report properties 123description 5displaying 152drilling 178drilling anywhere 182emailing 254exporting data 148, 252flagging 35hiding metadata and data actions 107indicators for multi-page report 281invalid characters for Report Name field 164, 169message for empty reports 108metadata 14metrics only 55modifying attributes 193modifying metrics 193moving within folders 35, 36overview of report-level tasks 167, 249, 259pivoting report tables 189printing 251prompts 7ranking data 93real-time 5removing from folders 37report links in analytic workflows 118row banding 108running 152saving 164saving as new report 168searching for 28selecting attributes 59selecting calendar 64selecting granularity 65selecting metrics 55selecting refinements 66selecting time periods 65setting as default 11setting filters and rankings 63, 73setting format and style 99setting report table formats 106setting report table layout 100setting the time 63subscribing users 128time keys 56undoing changes on the Analyze tab 167unsubscribing users 129update setting 124viewing information 38

Revertlink on Analyze tab 167

row attributesdescription 100

row bandingin reports 108

row numbersin report tables 107, 110

rowsconfiguring for each page 108draw data series along table rows 229

runningreports 152

Index 339

running averagebasic metric calculations 200

running category functionsusing Context argument 215

running totalbasic metric calculations 200

Ssaving

as new report 168reports 164

scatter report chartdescription 226

scheduled reportsSee cached reports

searchingcontent for dashboards 47created by 32dashboards 28number of items returned 29reports 28shared documents 28using wildcards 4valid values 29with keyword 32

section attributesdescription 101

sectional report tablescalculations 198creating 101description 5displaying 101displaying charts 239grand totals 102subtotals 102

securityprovider-based 124, 142user-based 124, 142

security profilesdescription 124, 142provider-based security 124user-based security 124

seriesreport charts 228

settingreport table formats 106report table layout 100report table sort orders 111

shared documentsaccessing in folders 33adding links to personal dashboard 43changing description 41changing link name 41changing name on dashboards 52changing URL address 41description 41emailing 42flagging 35links in folders 41moving links in folders 35, 36removing links in folders 37

searching for 28URL address syntax 41viewing properties 37

shortcutsfolders 40

show statementcomponents 29results 30

simple grouping modefor creating filters 74

sizeadjusting for chart indicators 279

smart averagingSee true averages

SOAP ToolkitSee Microsoft SOAP Toolkit

sort orderssetting for report tables 111

sort sequencesSee also Data Analyzer Schema Designer Guidereport tables 112

sortingreport tables 188

SQL hintsusing 163

SQL query for a filterediting for attribute filters 78editing for metric filters 82viewing 73

SQL query for a reportdata restrictions 156editing 155ranking SQL statement 94SQL hints 163suppressing GROUP BY clause 158using stored procedures 162using system variables 157viewing 154

SQL_SYSDATE system variableusing 157

stacked area report chartdescription 226

stacked bar combo report chartdescription 226

stacked bar report chartdescription 226

stacked line report chartdescription 226

standard bar report chartdescription 226

standard line report chartdescription 226

statisticsdisplaying in line charts 231

stored proceduresusing in the SQL query for a report 162

subreportsadding to composite reports 142

subscribingexpiration 129from Find tab 130from View tab 129managing subscriptions 130

340 Index

manually 129users to a composite report 145users to a dashboard 128users to a report 128

subscription listadding items 130description 10

subtotalsaggregate calculations 198sectional report tables 102

sumcalculation for custom metrics 209

summarybasic aggregate calculations 203basic metric calculations 203custom metrics 205, 208, 217filters 79rankings 96report charts 235sectional report tables 102time settings 71

suspendingalert delivery 293

syntaxexpressions 321

system variablesSQL_SYSDATE 157SYSTEM_TIME_ISOSTR 157USER_FIRST_NAME 157USER_GROUP_NAMES 157USER_GROUP_NAMES_STR 157USER_LAST_NAME 157USER_LOGIN 157using in attribute filters 75using in the SQL query for a report 157

SYSTEM_TIME_ISOSTR system variableusing 157

Ttable indicators

See also indicatorsadding to personal dashboard 282creating 277deleting 282description 275modifying 282viewing on dashboards 19

tablesSee report tables

tabular report tablesdescription 5

tasksData Analyzer 2

templatesSee Microsoft Excel templates

termsData Analyzer 2

time attributesDay of Week Number 60Holiday Flag 60using in Context argument 213

using in reports 60time formats

setting for your user account 310Time from Most Recent to Least Recent

time settings in reports 66time keys

selecting for a report 56time periods

absolute 65list of 68relative 65

time settingscreating prompts 70reports 63selecting calendar 64selecting granularity 65selecting refinements 66selecting time periods 65summary 71

time zonesetting 310

timeoutData Analyzer 3

timestamp attributessetting date/time formats for a report 106

timestamp formatchanging for reports with time settings 312

timestamp patternentering 311

totalsdisplaying metric totals 190

traffic lightingSee highlighting

trend gauge indicatorsdescription 284

TRUE constantdescription 323

Uundefined values

displaying in report table 107performing calculations 201

unsubscribingusers from a report 129

updatingreports 124

uploadingMicrosoft Excel template 262

URL addressshared documents 41

user accountlanguage 3modifying greetings 309modifying personal profiles 312

USER_FIRST_NAME system variableusing 157

USER_GROUP_NAMES system variableusing 157

USER_GROUP_NAMES_STR system variableusing 157

Index 341

USER_LAST_NAME system variableusing 157

USER_LOGIN system variableusing 157

user-based securityapplying to a report 124broadcasting rules 133description 124, 142

usingSQL hints 163

Vvalue context

using 212value keywords

using in expressions 214View tab

described 10set composite report as default 12set dashboard as default 18set report as default 11subscribing to items 129

viewingalert delivery options 293alert rules 292dashboards 18descriptions of attributes and metrics 187feedback on a dashboard 256feedback on a report 256folder properties 39help glossary 187reports 152SQL query for a filter 73SQL query for a report 154triggered alerts 292

Wwaterfall report chart

description 226web settings

changing passwords 309modifying general preferences 309modifying personal profiles 312

Week(s) Numberedtime setting in reports 67

Weekendstime setting in reports 67

wildcardsin searches 29searching user directory 126searching with 4

workflow reportsanalytic workflows 113creating 116filters 114using 185using existing reports 117viewing comments 186

workflowsSee analytic workflows

write permissionSee access permissions

Y2Y bar report chart

description 2252Y line report chart

description 2263Y bar report chart

description 2254Y bar report chart

description 2265Y bar report chart

description 226

342 Index

NOTICES

This Informatica product (the “Software”) includes certain drivers (the “DataDirect Drivers”) from DataDirect Technologies, an operating company of Progress Software Corporation (“DataDirect”) which are subject to the following terms and conditions:

1. THE DATADIRECT DRIVERS ARE PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.