Necto 16 Training Necto Basic Analytics

Objectives

• By the end of this lesson you will be able to perform basic analytics by:

• Adjusting the workboard display• Selecting which data will be displayed• Locating exceptional values

Agenda•Working with grids

• Adjusting the layout• Calculating totals

•Focusing on specific data• Slicing• Selecting specific members

Grids and Charts

Grid

Chart

Drag to adjust display

Click to configure layout

Working with the grids…

Grid Layout

Operations are revealed by mouse hovering. Dimension operations Member operations Grid operations

X axis dimension nameY axis

dimension/s name/s

Y axis dimension members

X axis dimension members

Rotating the Grid Axes (Pivoting)

You can reverse, or rotate,the Axes of dimensions already in the crosstab byusing the Rotate button on the left upper Corner of the crosstab. This can also be achieved through the Ribbon.

Drilling Up or Down

Use To drill up

Use To drill down

You can drill from Year, a summary value, to Quarter, a more detailed list of data, to Month, an even more detailed list of data.

Conversely, you can drill up to summarize data. To continue the preceding example, you can drill up from the Month level to

see the monthly data summarized at the Quarter level. Similarly, you can drill up from Quarter to Year to summarize the quarterly data.

The functions can be performed through the Ribbon as well.

Drilling Up or Down

There are two methods used to drill down on the grid by

a dimension member in the grid. Click on the + icon next to the member name Double-click on the member name

To drill up by a dimension member: Click on the - icon next to the parent member

name Double click the parent member name

Dimensions Menu

Add dimension (before or after)

Use to open hierarchy in a single click

Dimension Layout

Sets all members into one level

Shows the parent value

Select Member Properties

Select member properties from the dimension menu

Click next to the property you want to show.

In the following example, the property “Fiscal Year Property” has been selected to showin the tooltip

Select member properties from the dimension menu

Sum of Individual MembersI need to know the sales in the summer months: August, September and October.They are not in the same Quarter. How can I calculate their sum?

Members Menu

Member’s Menu - Formulas

1. Select member to apply the formula to. Use CTRL for multiple selection

2. From the members menu – select formula type

3. Enter a name for the formula

4. Formula results are added to the grid

Saving Your Work

Don’t forget to save your changes!

Exercise 1– Working with Grids•Rotating the axis (pivoting)•Drilling up and down•Adding and removing dimensions•Dimension layout options•Grand total and sub total•Using formulas

Don’t forget to save your changes!

Focusing on Specific Data

Focusing on Specific Data Slicing Selecting specific members Hiding specific members

I only need to know how the sales in Q3.Can I see only part of the data?

Selecting Members – Using the Member MenuClick arrow to open members menuClick members to select. Use

CTRL for multiple selection.

Can choose to select only certain members

Choose to hide only selected members

The first method is by selecting the members that you don’t want to be displayed, and then hiding

them.

Hide has no indicationUse Hide menu to reveal members

Select adds a filter sign, that can be clicked to reveal hidden members

Selecting Members – Using the Dimensions Menu

Now only Q3 of 2006 will appear on the grid

A filter indicator will appear. Click it to remove filter.

Selecting Members – Using the Dimensions Menu

When unchecked, shows parents:Year.2006.Q3

Allows drill down option to be available

Note the checkboxes: Allow drill down on selected members- determines if you will be able to drill down to lower levels in the Hierarchy Show caption – only the member name – when removed, shows the parents.

Selecting Members – Using SetsAllows reuse of selections later or in another view/WorkBoard

Save the set with a recognizable name

Selecting Members – Using SetsChoose an existing set from this option, only sets relevant to the current dimension will be displayed

The set shows in the same way as any other selection

A short cut to create a Set is shown in the menu also

Slicing - Filtering data by Dimension Members

Click to slice data

Move the mouse over a filter name - relevant views will be highlighted

When maximized, only relevant filters will be displayed

Slicing• You can select multiple members from different dimensions Click to slice

data

Select a dimension and a member to filter by

Selected filters are displayed here

Selected filters are displayed in the parenthesis

Click to Apply

Search for a member within the dimension

Slicing - options

Click to Select members

Click to remove the dimension (it is still available to choose from the All Slicers)

Click to show only the members that have data, according to the current slicing

Slicing• To Filter the crosstab:• 1. Display the Filter pane• 2. Click on dimension to expand and expose its members

• 3. Select the member you wish to filter by.• 4. Click Apply from the main area or from the Filter pane to

• apply the selected filter, or select a different member • from other available dimensions.• Once a filter is applied, note that the filtered members are displayed in the header

• You can always access the dimensions and display the member by clicking on the members name from the header. This will open up the dimension and display the member selected.

Exercise 2 – Concentrating on Specific Data

• Select Dimension members• Select values• Slice (filter) the data• Create a Set and share it with a friend to reuse

Sorting and Filtering

Examining Values• Sorting• Filtering values

In what months do we sell the most?

Member’s Menu – Sort bySort by selected member

Switch sort order ascending or descending

Remove sort and return to original order

Member’s Menu – Value Filter

Sort – sorts all valuesFilter –sorts and filters

Indication that grid has been filtered and sorted

Member’s Menu –Value Filter by

Dimension level to apply filter to

Member’s Menu –Filter by Value…• In the Filter menu, you will also find the Value Filter by … option. This option enables advanced filtering based on the values displayed in the grid. For example: you can set the number of Top/bottom items filter by top/bottom percent displayed, or show values that are greater than or less than a specific value.

• The At level checkbox enables you to specify at which level of the hierarchy the filtering will be applied. For example, the “Time” dimension includes the levels “year”, “quarter” and “month”, you can choose which of these levels to apply the filter on.

Member’s Menu –ReorderReorder allows you to change the default layout of the members

Bring Huntsville to first place

Exercise 3 – Sorting, Filtering and Reordering• Sort• Filter• Reorder

Actions – Add valueActions are defined in the cube and bubble up to Necto

Additional Exercise• Save Your Own Copy of the Workboard• Find Out What Product Category is the Best Seller• Use the Chart to Find the Product That is The Best Seller

this Year• Find Exceptions• See if your data has any actions (hint: try adding

Geography dimension if using AdventureWorks).

Summary• Working with grids

• Adjusting the layout• Calculating totals of values

• Focusing on specific data• Slicing• Selecting specific members, including Sets• Other additional value

Thank you, any questions?