Necto 16 Training Formulas and Exceptions

Objectives

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

• Perform advanced analytics by: Defining formulas Defining exceptions

What is a Formula?

• User-defined members are created with formulas• Formulas use Necto’s predefined formulas or MDX functions to create

members• Members in the grid can be dragged into the formula definition• Formulas can use dynamic parameters

Formula Location• Formulas are available under the “View” category in the ribbon bar

(when the view component is selected)

• Formulas are available from the grid table by clicking on the down arrow of a selected member:

Formula Definition ProcessSet a name Result format Order of calculation if

function within function

Select a formula type

Select and drag members from grid

Change order in formula

Delete member(s) from formula

View Formula

Apply

Choose members not currently in grid

Formula Creation – New Members Appears

Click New – to create an additional formula

Member menu + formula options

Map Formula CreatedFormula SyntaxSum Sum(…)Aggregate Aggregate(…)Ratio Param1 /Param2Growth (Param2 – Param1)/Param1Difference Param2 – Param1Average Average(…)Max Max(…)Min Min(…)

Customized Formula Type

Time Formula Type

Function Description

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

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

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

Free MDX

Select free MDX type

Or start from predefined

formula and edit its MDX

Free MDX Editing Options

Check if valid

Insert OLAP command

Set font and sizeFormat MDX Insert a placeholder

Floating window

Maximize

Undo and Redo

Using Parameters in Free MDX

Title displayed on workboard.

# will be replaced with the current value

Name that will be used in MDX

Navigation Component definition View Component formula definition

Exceptions• Enable the user to instantly locate data that meets or exceeds

specified criteria• Apply to measures which are currently sliced and displayed on the top

left, and can also be defined for the measure’s percentage value.• User can toggle each individual exception on or off at any time• Necto provides the following options for defining exceptions

• Simple• Bubble-up• Custom exceptions

Exceptions Location • Exceptions are located under the “View” category on the ribbon bar:

• Once the user clicked on the Exceptions, a left pane is opened with the exceptions screen displayed.

Exceptions Display

Highlight cell values according to a specified

criteria

Apply to measure

Enable or disable exceptions at any time

Tooltip shows criteria or description

Define a Simple ExceptionDescription will be

used in tooltip instead of criteria (optional)

2. Click to add an exception definition

3. Select Exception Type = Simple

4. Define criteria

5. Click to apply

1. Select a Measure

Filtering by Exception

Filter by… allows filtering of the grid to the Exceptional data

Now you only see the Exceptional data

Bubble-Up ExceptionA bubble-up exception highlights parent cells when a

descendant meets the criteria definition

Defining a Bubble-Up Exception

Select Exception Type = Bubble up

Select hierarchy level

Free MDX Exception

Can drag items from the grid to the MDX

expression

Check if valid

Insert placeholderSet font and size

Format MDX

Insert OLAP command