Data Analyzer User Guide

Informatica PowerCenter
(Version 8.6)

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 noninfringement, 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Informatica 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

iii

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Public Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Selecting Layout and Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Selecting a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

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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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . 99

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Creating a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Using a Query to Search for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
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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 . . . . . . . . . . . . . . . . . . . . . . . . 193

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

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
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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 . . . . . . . . . . . . . . . . . . . . . . . . . 219

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
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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 . . . . . . . . . . . . . . . . . . . . . . 249

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

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Chapter 25: Managing Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Changing 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

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

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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

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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 Portal
As 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 Documentation
The 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 Site

You 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 Base

As 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.

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Informatica Global Customer Support

There 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 Informatica Corporation Headquarters 100 Cardinal Way Redwood City, California 94063 United States Europe / Middle East / Africa Informatica Software Ltd. 6 Waltham Park Waltham Road, White Waltham Maidenhead, Berkshire SL6 3TN United Kingdom Asia / Australia Informatica Business Solutions Pvt. Ltd. Diamond District Tower B, 3rd Floor 150 Airport Road Bangalore 560 008 India Toll Free Australia: 1 800 151 830 Singapore: 001 800 4632 4357 Standard Rate India: +91 80 4112 5738

Toll Free +1 877 463 2435

Toll Free 00 800 4632 4357

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

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

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Preface

CHAPTER 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

Introduction
A 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.

Data Analyzer Basics

Data 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.

Tasks
Data 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.

Terms
This section discusses some key terms that Data Analyzer uses.

Metrics and Attributes

Metrics 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

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:
Figure 1-1. Sample Report: Simple
Metric

Attribute

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:
Figure 1-2. Sample Report: Complex

Attributes

Metrics: Same Metrics for Different Attributes

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

Timeout
If 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.

Language
You 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.

Data Analyzer Basics

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 Search
When 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 Service

If 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 Reports

Data 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.

Chapter 1: Understanding Data Analyzer

Types of Reports
You 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 Tables

The 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 Reports
Data 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. 2. 3. Select metrics for the report. Select attributes for the report. 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. 5.

Set layout and format for the report. 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 Reports

Data 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. 2. 3. 4. 5. Select subreports to include in the composite report. Set permissions for the composite report. Subscribe users to the composite report. Choose formatting options for the composite report. 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 Reports

You 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 Analyzer

You 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. 2.

Open a browser. 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. 4.

Enter the user name and password. 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 Language

The 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 Explorer

To 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. 2. 3.

Open the Internet Explorer browser. Click Tools > Internet Options. On the General tab, click Languages. The Language Preferences dialog box appears.

4. 5. 6. 7.

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

To 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. 2. 3.

Open the Mozilla Firefox browser. Click Tools > Options. On the General tab, click Languages. The Languages and Character Encoding dialog box appears.

4. 5. 6.

Select the language you want to display for the login page and click Add. Use the Move Up or Move Down buttons to make sure the language you want to display is the first item on the list. Click OK twice. Mozilla Firefox uses the language you select to display the Data Analyzer login page.

Chapter 1: Understanding Data Analyzer

CHAPTER 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

Overview
In 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.

Figure 2-1 shows the Data Analyzer tabs:

Figure 2-1. Data Analyzer Tabs
Available to system administrators and users with appropriate privileges

Tabs for different tasks

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 Tab
By 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 Tab
When 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.

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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 Tab

You 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 Tab

Composite 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.

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

Click to display the subreport on the Analyze tab.

Click to go to other subreports on the page.

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 Tab

The 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 Tab
The 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.

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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 Tab
Report 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 ondemand 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 ondemand or real-time report, it displays the text On Demand.

Analyze Tab

13

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

Figure 2-2. Sample Report on the Analyze Tab

Report table

Update information

Report details

Report name

Certain buttons and icons provide additional information about the report. Table 2-1 describes the buttons and icons associated with a report:
Table 2-1. Report Buttons and Icons on the Analyze Tab
Button/Icon Name Permissions button Ownership icon Description Allows you to view and set access permissions for the report. Click the Permissions button to view or set access permissions. 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. 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. 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. 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.

Data Restrictions icon

Report Metadata icon

Report Data Actions icon

Report Details
The 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.

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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 Tasks
On 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.

Tabs for performing data-level tasks

Buttons for performing report-level tasks

Administration Tab
On 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.

Administration Tab

15

Create Tab
On 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 Wizard

You 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 Wizard

You 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 Wizard

You 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 Tab

On 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.

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CHAPTER 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

Overview
Dashboards 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 Content
Each 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:

Figure 3-1. Sample Dashboard

Name of the dashboard

Dashboard containers

Dashboard Tasks
You 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 Dashboard
You 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.

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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. 3.

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

Each 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 Indicators

Data 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 Dashboard

You 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 Pages

To 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. 2.

In Internet Explorer, click Tools > Internet Options. On the General tab, in the Temporary Internet Files section, click Settings. The Settings window appears.

3. 4.

Select Automatically to check for newer versions of stored pages. Click OK twice. Microsoft Internet Explorer checks for new versions of the page.

Steps to Refresh Indicators on a Dashboard

Complete 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

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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. 4.

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

You 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. 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.

Choose one of the following options to apply dashboard filters:

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:
Figure 3-3. Indicator with Multiple Attribute Values

Applied Multiple Attribute Values

Applying Dashboard Filters

You 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.

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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 Selection

When 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.
*No Filter appears in all attribute value selections lists.

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

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.

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

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Data Analyzer displays the Select Content and Layout page.

3. 4. 5. 6.

Make the necessary changes to the content or layout of the dashboard. To preview the dashboard, click Preview. To modify the publish settings for the dashboard, click Publish. Click Save. Data Analyzer displays the edited dashboard on the View tab.

Editing a Dashboard

25

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Chapter 3: Using Dashboards

CHAPTER 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

Overview
Use 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:

Figure 4-1. Find Tab Task Areas
Shortcuts Query

Results Folders

Details

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 Content

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

Query for the search

Search results

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

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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 Search

The 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.

Subject
The 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

Criteria
Use 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.

Value
You 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 All With name Created by With description With keyword For department In category With attribute With metric I view frequently Value Required None. Data Analyzer displays all indicators, reports, shared documents, or public dashboards for which you have the read permission. Name of the item you want to find. You can enter the partial name of the item. Name of the user who created the item you want to find. Description of the item you want to find. You can enter the partial description of the item. Keyword for the item you want to find. Department name for the item you want to find. Select from a list of available values. Category of the item you want to find. Select from a list of available values. 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. 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. 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

Table 4-1. Criteria and Value when Searching for Data Analyzer Content
Criteria I have viewed recently I have edited recently I have added recently I viewed on date In folder Value Required None. Data Analyzer displays up to 25 reports or shared documents you viewed recently. None. Data Analyzer displays up to 25 reports or public dashboards you edited recently. None. Data Analyzer displays up to 25 shared documents that you added recently. Date on which you viewed reports or shared documents. 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. None. Data Analyzer displays all reports, shared documents, or public dashboards you flagged. None. Data Analyzer displays all reports or public dashboards you subscribe to. None. Data Analyzer displays all reports or public dashboards that you created. None. Data Analyzer displays all shared documents that you added. Name of user who used the report or shared document you want to find. Name of user or group who subscribed to the report you want to find. Name of the indicator that displays on the dashboard you want to find. Name of the report that displays on the dashboard you want to find. Name of the shared document that displays on the dashboard you want to find.

I have flagged That I subscribe to I have created I added Used by Subscribed to With indicator With report With document

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

Search Results
The 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:
Figure 4-3. Search Results on the Find Tab

Icons describing the item

Type of the item

Name of the item

Date and time of last update

User name of the person who created the item.

Icons Describing the Item

Data 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.

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Table 4-2 lists the icons that describe items in the search results:
Table 4-2. Icons that Describe Items in the Search Results
Icon Appears for Reports Shared Documents Dashboards Reports Reports Reports Reports Description Represents a flagged item.

Represents a report with indicators. Represents a report with alerts. Represents a report with highlighted metrics. Represents a report with analytic workflows.

Icons Identifying Data Analyzer Content

These 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 4-3. 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

Table 4-3. Icons Identifying Data Analyzer Content

Icon Description Represents a shared document that is a text file. Represents any other type of shared document.

Name of the Item

Name 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 Update

Data Analyzer displays the date and time the report, shared document, or dashboard was last modified.

Owner of Item
Data 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 Query

After 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 Query

When 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. 2.

Click the subject link to select a subject for the query. Select a criteria for the query. Depending on the criteria you select, Data Analyzer prompts you to enter a value for the criteria.

3. 4.

If needed, enter a value for the criteria. Click the Go button to run the query. Data Analyzer displays the items matching the search criteria in the Results task area.

5. 6. 7.

To save the query, click Save this Query. To set the query as the default query, click Set as Default. In the search results, click the item name. The Details task area displays detailed information about the selected item.

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Using a Previously Saved Query

You 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.

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 Folders

You 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.

Navigating the Content Folders

33

The Results task area displays the reports, shared documents, and public dashboards within the current folder.

Selected folder

Details task area

Items in the selected 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 Folders

The 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.

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Opening an Item in the Content Folders

When 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. 2. 3.

On the Find tab, navigate to the folder, report, shared document, or dashboard you want to open. Select the item to open. 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.

An open folder 4.

Details task area

Results task area

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. -orRight-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. -orClick the item in the Results task area, and click View in the Details task area. -orRight-click the item in the Results task area, and click View.

Flagging an Item
You 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

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. 2. 3.

On the Find tab, navigate to the folder that contains the item you want to flag. In the Results task area, click the item name. In the Details task area, click Flag. Data Analyzer flags the item in the Results task area.

Moving or Copying an Item

You 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. 2.

On the Find tab, navigate to the folder, dashboard, report, or shared document you want to move or copy. To move the item, right-click the item, and click Cut. -orClick the item, and click Cut in the Details task area. -orClick the item and drag it.

3.

To copy the item, right-click the item, and click Copy. -orClick the item, and click Copy in the Details task area. -orClick the item while pressing the Ctrl key, and drag the item.

4. 5.

Navigate to the destination folder. Right-click the destination folder, and click Paste. -or-

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Click the destination folder, and click Paste in the Details task area. -orDrop 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 Item
If 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. 2.

On Find tab, navigate to the folder, dashboard, report, or shared document you want to delete. Click the item and click Delete in the Details task area. -orRight-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 Item

When 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 Properties

When 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 Properties

You 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. 2.

On the Find tab, navigate to the folder that contains the report you want to use. In the Results task area, click the report name. The Details task area displays the following report properties:
Property Name Description Comments Location Keywords Data Last Updated Schedule Description Name of the report. Description of the report. Comments for the report. This property displays for cached and on-demand reports. Location of the report in the content folders. Keywords for the report. This property displays for cached and on-demand reports. Date on which Data Analyzer last updated the report data. This property displays for cached reports. 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 query for the report. This property displays for ondemand reports. Security settings for the report. This property displays for cached and ondemand reports. For more information about security settings, see Applying Security to a Report on page 124. Date the report was created. Date the report was last modified. User name of the person who created the report. User name of the person who last modified the report. Names of the subreports included in a composite report. This property displays for composite reports only. 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. Names of related reports and shared documents. This property displays for cached and on-demand reports.

Estimated Time to Run the Report Security

Created on Last Edited Created by Modified by Subreport(s) Subscribed to

Related Reports and Docs

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 Report

If 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.
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. 2.

On the Find tab, navigate to the folder that contains the report you want to use. Click the report, and click Data Lineage in the Details task area. -orRight-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 Folders

When 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 Folder
You 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. 2.

On the Find tab, navigate to the folder where you want to create the new folder. Right-click the folder name, and click New Folder. -orClick 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. 5.

Optionally, enter a description for the folder. 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:
Property Name Description Location Keywords Created on Last Edited Created by Modified by Description Name of the folder. Description of the folder. Location of the folder in the content folders. Keywords for the folder. Date the folder was created. Date the folder was last modified. User name of the person who created the folder. User name of the person who last modified the folder.

2.

Right-click the folder name, and click Rename. -orClick the folder name, and click Rename in the Details task area. -orClick Folder Properties.

3. 4.

In the Folder window, make the necessary changes. Click OK.

Creating a Shortcut to a Folder

You 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. 2.

On the Find tab, navigate to the folder you want to use. Right-click the folder name, and click Create Shortcut. -orClick 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.

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Working with Shared Documents

A 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 Document

You 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. 2.

On the Find tab, navigate to the folder where you want to add the shared document. Right-click the folder name, and click Add a Shared Document in the shortcut menu. -orClick the folder name, and click Add a Shared Document in the Details task area. The Shared Document window appears.

3.

Enter the following information:

Property Name Description 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. 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 of the shared document. Keywords for the shared document. Category for the shared document. Department for the shared document.

URL Address

Description Keywords Select a Category Select a Department 4.

Click OK. The shared document link appears in the selected folder.

Editing a Shared Document

You can edit the name, description, or URL address of a shared document. You can also change the category or 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. 3.

Navigate to the folder that contains the shared document you need. In the Results task area, click the shared document name. The Details task area displays the following shared document properties:
Property Name Description Location Keywords Created on Last Edited Created by Modified by Associated With These Reports Description Name of the shared document. Description of the shared document. Location of the shared document in the content folders. Keywords for the shared document. Date the shared document link was created. Date the shared document link was last modified. User name of the person who created the shared document link. User name of the person who last modified the shared document link. 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.

4.

Click Edit. -orClick Document Properties. The Shared Document window appears.

5. 6.

Make the necessary changes. Click OK.

Emailing a Shared Document

When 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. 2. 3.

On the Find tab, navigate to the folder that contains the shared document. In the Results task area, click the shared document name. 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.

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5.

Enter the following information:

Property To Cc Bcc Subject Text box Description Email address of the recipient. You can send the email to more than one recipient. Separate multiple email addresses by a comma (,). Email address for carbon copying the email. You can include more than one email address. Email address for blind carbon copying the email. You can include more than one email address. Subject of the email. Body of the email.

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. 2. 3. 4.

On the Find tab, navigate to the folder that contains the report or shared document you want to add to your personal dashboard. In the Results task area, click the report or shared document name. In the Details task area, click Add to Dashboard. 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.

Adding a Report or Shared Document to Personal Dashboards

43

44

Chapter 4: Accessing Data Analyzer Content

CHAPTER 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

Overview
You can create the following types of dashboards on the Create Dashboard Wizard:

Public Personal Links to cached and on-demand reports Links to shared documents Chart, table, or gauge indicators Select the layout and content for the dashboard. Create dashboard filters. Preview the dashboard. Publish the dashboard for public dashboards.

You can add the following items to a public dashboard or your personal dashboard:

To create a dashboard, complete the following steps: 1. 2. 3. 4.

Public Dashboards
Public 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 Dashboards
When 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 Content

The 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 Layout
Data 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:
Figure 5-1. Available Layouts for Creating Dashboards
Default layout

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 Layout

You 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

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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:
Figure 5-2. Custom Layout Option in Dashboard

Layout selected for the dashboard. Click to edit custom layout.

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. 2. 3.

Click Create > Dashboard. Click Layout. Click Custom Layout. The Custom Layout window appears.

4. 5.

Select the number of columns. Enter a number of rows. You can create up to 30 containers, by default.

6. 7.

Click OK. Save the dashboard.

Setting a Default Layout

Each 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. 2. 3. 4.

Click Create > Dashboard. Click Layout. Select the layout you want to use, or create a custom layout. Click Set as Default. Data Analyzer uses the selected layout as your default layout for all new dashboards.

Creating a Query to Search for Content

You 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.

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 Results
When 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:
Table 5-1. Indicator Icons
Icon Type of Indicator Gauge Table Chart

Steps for Selecting Layout and Content for Dashboards

Once 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. -orTo select layout and content for your personal dashboard, click View > Personal Dashboard > Edit.

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Chapter 5: Creating a Dashboard

Data Analyzer opens the Create Dashboard Wizard and displays a dashboard with the default layout.

Enter a name for the dashboard.

Default layout. Click to edit the 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.

Selecting Layout and Content

49

Data Analyzer selects the container where you want to add content.

Selected container 5. 6.

Folders task area

Optionally, enter a name and description for the container. Navigate the folders in the Folders task area to locate indicators, reports, or shared documents. Data Analyzer displays the contents of a selected folder. -orCreate 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.

Query

Query results

7.

Click Add for the indicator, report, or shared document you want to add to the selected container. -orDouble-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.

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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. 10.

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. 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 Filters

After 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. -orSelect Individual Containers to apply filters on individual containers.

3. 4. 5.

Select an attribute from the Filter By list. Click Add. 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.

Dashboard filters

Previewing a Dashboard
After 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.

Gauge type list Size list

2.

To change the type of a gauge indicator, select the gauge type from the gauge type list.

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Chapter 5: Creating a Dashboard

3. 4. 5.

To change the size of a chart or gauge indicator, select the size from the size list. Click Preview each time you modify the dashboard to verify the dashboard appearance. Click Save. Data Analyzer saves the dashboard and displays it on the View tab.

Publishing a Public Dashboard

You 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

CHAPTER 6

Selecting Metrics for a Report

This chapter includes the following topics:

Overview, 55 Adding a Metric to a Report, 55

Overview
Metrics 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 Only

You 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 Report

You 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 Report

You 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 Keys
When 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 Metrics

You 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 All I Use Frequently I Used Recently I Used on Date With Name With System Name Value Required None. Data Analyzer displays all metrics for which you have the read permission. 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. None. Data Analyzer displays up to 25 metrics you used or viewed recently in other reports. Date on which you last used the metric you want to find. Display name of the metric you want to find. The display name is the metric name as it appears in the metric folders. 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. Description of the metric you want to find. You can enter the partial description of the metric. Keyword for the metric you want to find. Category of the metric you want to find. Select from a list of available values. Department name for the metric you want to find. Select from a list of available values. Metric folder name in which Data Analyzer stores the metric you want to find. None. Data Analyzer displays all metrics that you have created. This includes metrics custom metrics or metrics you created in the Schema Directory. Name of the user who created the metric you want to find. Report name that includes the metric you want to find.

With Description With Keyword In Category For Department In Folder I Have Created Created By In Report

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Chapter 6: Selecting Metrics for a Report

Accessing Data Lineage for a Metric

If 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 Report

To 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. -orCreate 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. 4. 5. 6.

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. 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. Click the metric you want to add to the report. 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.

Selected metrics

Option for selecting time keys

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.

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Chapter 6: Selecting Metrics for a Report

CHAPTER 7

Selecting Attributes for a Report

This chapter includes the following topics:

Overview, 59 Adding an Attribute to a Report, 59

Overview
Attributes 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 Only

You 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 Report

You 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 Report

You 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 Attributes
You 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 Attributes

You 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 Attribute

If 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 Report

To 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.

Attribute Folders Task Area

Details Task Area

Results 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. -orCreate 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. 6.

Click the attribute you want to add to the report. Click Add for the attribute.

Adding an Attribute to a Report

61

You can add more than one attribute. The selected attributes appear in the box under Select Attributes.

Selected Attributes Move Up and Move Down Buttons Remove Button

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.

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CHAPTER 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

Overview
Using 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:
Figure 8-1. Example of Time Settings in a Report
Sales for current year Sales broken down by quarters

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.

63

Figure 8-2 shows an example of multiple time settings in the report:

Figure 8-2. Example of Multiple Time Settings in a Report

Two time settings within a 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.

Calendar
The 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.

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Chapter 8: Adding Time Settings to a Report

Time Period
You 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 Period

Data 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 Period

Data 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 Period

Once 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

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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 Granularity

You can apply the following types of refinements to the time period and granularity you select for a report:

Comparisons Display settings Exclusions

Comparisons
If 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 Settings
You 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.

Exclusions
You 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.

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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 Report

You 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 Report

If 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.

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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.

Time Keys and Calendar Settings task area

-orTo 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. 3. 4.

Expand the Time Keys and Calendar Settings task area. Optionally, edit the time keys for the metrics in the report. 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. 6.

Click Add Time Setting. 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 For Current Day Relative/ Absolute Relative Description 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. Displays data for the current week.

For Current Week

Relative

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Table 8-1. Time Periods

Time Period For Current Month For Current Quarter For Current Year For Years Relative/ Absolute Relative Relative Relative Absolute Description Displays data for the current month. Displays data for the current quarter. Displays data for the current year. 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. 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. Displays data for a specified date. Use the drop-down calendar to select the date for which you want to display the data. Displays data for specified months or quarters. Use the dropdown calendar to select a set of months or quarters for the time period. 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. Displays data for the current week until the current day. Displays data for the current month until the current day. Displays data for the current quarter until the current day. Displays data for the current year until the current day.

Between Dates

Absolute

For Date For Time Period

Absolute Absolute

For Last N Time Periods

Relative

WTD (Week-to-Date) MTD (Month-to-Date) QTD (Quarter-to-Date) YTD (Year-to-Date)

Relative Relative Relative Relative

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. 9.

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. 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.

Steps for Adding Time Settings to a Report

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10.

Click the Refinements arrow to expand the refinement options.

Click the Expand button to display refinements.

Data Analyzer displays the refinement options.

Comparison List 11. 12. 13.

To compare data against data from another time period, select the time period from the comparison list. Select the display settings you want to include in the report. To exclude certain data based on time, click Add Exclusion, and select exclusions from the exclusion list:
Exclusion Day(s) of Week Weekends Week(s) Numbered Between Dates Description 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. Select this option to exclude data for weekends. 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. 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. 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.

Date

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.

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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 Keys

Time 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. -orTo 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. 4.

Select time keys for each metric in the report. Click OK. The Time tab displays the new time keys.

Steps for Adding Time Settings to a Report

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CHAPTER 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

Overview
You 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 Filters
You 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.

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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 Filters

If 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 Reports

When 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.

Tasks
You 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 Filter

You 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

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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 Attributes

You 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 Filtering

When 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 Filter

In 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 Filter

In 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. Custom attributes Attributes in a hierarchical schema

When you create a filter, you cannot use the advanced mode for the following types of attributes:

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. 3.

In the Add Filter task area, click Attribute Filter. 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.

Attribute List

Filter Condition List

-orTo select an attribute that is not part of the report, in the Add Filter task area, click Select Other Attributes.

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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.

Click to search for an attribute. Selected attribute folder.

Attributes in the selected attribute folder.

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.

Enter an attribute value to search.

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.

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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. -orSelect Global Variable as Value. To use a global variable as a value, click Select Global Variable as Value. -orManually 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.

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Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area.

Indicates filter is prompted. 11.

Indicates filter removal is restricted.

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.

Click to add left Click to add parenthesis. operators.

Click to add right parenthesis.

Click to change the order of the filters.

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. 14.

To remove an attribute filter, click the Remove button for the filter. To save the report, click Save. Data Analyzer displays the number of filters on the Create Report Wizard.

Editing an Attribute Filter

To edit an attribute filter: 1.

Open the report where you want to edit an attribute filter, and then click Edit. -orOn 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.

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79

4. 5.

Click the filter you want to edit. To edit the filter, make the necessary changes. Click Update. Data Analyzer edits the attribute filter.

6. 7.

To delete the filter, click the Remove button next to the filter. Click Save. You can also save the modified report as a new report.

Creating a Metric Filter

Metric filters must include numeric values only.

Applying Metric Filters to Granular Data

By 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 Filter

In 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

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To create a metric filter: 1.

Click Create > Report > Select Time, Filters, and Rankings > Filters. The Filters tab appears.

Add Filter Task Area 2. 3.

In the Add Filter task area, click Metric Filter. Click Select a Metric to select a metric for the filter. The metric list displays the metrics in the current report.

Metric List 4.

Filter Condition List

Text Box to Enter Value

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. 6.

Enter a value for the filter. 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.

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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.

Indicates filter is prompted. 12.

Indicates filter removal is restricted.

Indicates filter is applied to granular data.

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.

Click to add left parenthesis.

Click to add operators.

Click to add right parenthesis.

Click to change the order of the filters.

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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 Filter

To edit a metric filter: 1.

Open the report where you want to edit a metric filter, and click Edit. -orOn 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. 3. 4. 5.

Click Select Time, Filters, and Rankings > Filters. In the Add Filter task area of the Filters tab, click Metric Filter. Click the filter you want to edit. To edit the filter, make the necessary changes. Click Update. Data Analyzer updates the metric filter.

6. 7.

To delete the filter, click the Remove button for the filter. Click Save. You can also save the modified report as a new report.

Working with Filtersets

A 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 Filterset
The 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 Wizard

After 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. 2.

Click Create > Report > Select Time, Filters, and Rankings > Filters. 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:

Property Name

Description Name of the filterset. The filterset name can include any character except a tab, newline character, or the following special characters: \/:*?<>|[] Any comments about the filterset. Brief description of the filterset. Category for the filterset. Department for the filterset.

Comments Description Category Department 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 Tab

You 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-

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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:

Property Comments Description Category Department Description Comments about the filterset. Brief description of the filterset. Category for the filterset. Department for the filterset.

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 Report

To 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 Report

When 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. 2.

Click Create > Report > Select Time, Filters, and Rankings > Filters. 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-

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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. 7.

To create a prompt for a filterset, select Prompt Before Running. To save the report, click Save.

Applying a Filterset when Viewing a Report

To 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. -orClick 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 Identifier

A 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.

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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.

Selected metric value for drilling into the report.

When a user drills on a metric value in this report, Data Analyzer uses all attribute values in that row as the drill filter.

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.

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. -orTo 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 Tab

On 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 Tab

To 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.

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2.

Click the Filter tab. The Filter tab displays attribute and metric selection lists.

Select an attribute.

Select an operator.

Select or enter values.

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. 5. 6.

From the operator list, select an operator for the filter. Select or enter a values for the filter. 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 Tab

You cannot create filters on a layout-dependent metric calculation. For more information about layoutdependent 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 a metric.

Select an operator.

Enter values.

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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. 5. 6.

From the operator list, select an operator for the filter. Enter values for the filter. 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 Tab

When 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.

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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 Variable

A 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. -orTo select a global variable as the input parameter, click Select Global Variable as Value. -orTo select a value for a custom metric expression, click Select Global Variable as Value. -orUsing 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 ($).

Global variable in attribute filter

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 Values

When 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.

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CHAPTER 10

Ranking Report Data

This chapter includes the following topics:

Overview, 93 Setting Absolute Ranking Criteria, 94 Setting Percent Ranking Criteria, 96

Overview
A 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 Attributes

You can rank most custom attributes in a report. However, if the custom attribute is based on a layoutdependent metric, you cannot rank the custom attribute. Also, you cannot use a layout-dependent metric in the ranking criteria.

Ranking Reports with Time Settings

When 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.

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SQL Statements for Ranked Reports

When 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 Criteria

Use 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.

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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:
Figure 10-1. Ranked 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 10-2. 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.

Ranking order

Attributes list

Metrics list

Number of ranked rows 2. 3. 4. 5. 6.

In the Ranking task area, click Absolute Ranking. From the ranking order list, select a ranking order. Select All as the ranking order if you are creating a nested ranking. 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. From the attributes list, select an attribute for the ranking. 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 Criteria

Use 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.

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Figure 10-3 shows a report that displays products in the top 20% of the amount sold:
Figure 10-3. Percent Ranking in a Report

Report data displayed according to amount sold percentages.

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.

Attribute list

Ranking order

Percent of total metric values

Metric list

3. 4.

From the attribute list, select an attribute for the ranking. From the ranking order list, select a ranking order:

Top Bottom

5. 6.

Enter a percent value of the total of the metric values for the ranking to display. From the metric list, select a metric for the ranking. Data Analyzer uses the values of this metric to create the ranking.

7. 8.

To display the total of all remaining values, select Total Others at End of Table. To save the report, click Save. The number of rankings in the report display on the Create Report Wizard.

Setting Percent Ranking Criteria

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CHAPTER 11

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

Overview
You 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.

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Setting Report Table Layout

The 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 Tables

A 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:
Figure 11-1. Tabular Report Table

Row headers

Cross Tabular Report Tables

A 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:
Figure 11-2. Cross Tabular Report Table
Column headers

Row headers

In the preceding example, Category is a column attribute and Sales District is a row attribute.

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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 Tables

A 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:
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.

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.

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Note: Data Analyzer does not support indicators on grand total and summary tables in sectional reports.

Displaying the Summary Section

From 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:
Figure 11-4. Summary in a Sectional Report Table

Totals for each attribute value Total for the section attribute

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. 2. 3. Create a sectional report and open it in the Analyze tab. Select Summary from the attribute value list to display the Summary section. 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 Section

If 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

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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 Sections

You 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:
Figure 11-5. Sectional Report Table Based on Two 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.

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Figure 11-6 shows an example of a sectional report table where Data Analyzer displays all sections on the Analyze tab:
Figure 11-6. Report Table with All Sections Displayed on the Analyze Tab
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.

Displaying Metrics as Rows

By 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:
Figure 11-7. 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.

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Steps for Setting Report Table Layout

To set report table layout: 1.

Click Create > Report > Layout and Setup > Table Layout. The Table Layout tab appears.

Row Attribute area 2.

Row Metric area

Column Attribute area

Section Attribute area

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.

Column 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.

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Setting Report Table Formats

You 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 Metrics

You 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 Formats

You 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.

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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 Settings
You 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 Values

A 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 Attributes

You 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 previouslysaved version of the report.

Row Numbers
You 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 Actions

You 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.

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Figure 11-9 displays the report metadata and report data actions areas:
Figure 11-9. Report Metadata and Report Data Actions on the Analyze Tab

Report Metadata

Report Data Actions

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.
Figure 11-10. Report Metadata and Report Data Action Icons in a Report

Report Metadata icon. Click to reveal metadata.

Report Data Actions icon. Click to reveal data actions.

Row Banding
You 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 Message

You 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.

Pagination
You 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.
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Page Setup
You 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 Formats

To set report table formats: 1.

Click Create > Report > Layout and Setup > Formatting. The Formatting tab appears.

2.

Enter the Metrics information:

Property Type Description 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 for the metric. If you select Currency as the format type, enter a currency symbol for the metric. You can enter special currency symbols. 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 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. Format for displaying negative values. You can select the negative format as -1 or (1). Default is -1. Number of digits to the right of the decimal point. You can select from 0 to 30. Default is 2. Symbol for the decimal point. Default is the period (.) symbol. Symbol for grouping the digits. Default is the comma (,) symbol.

Currency Symbol Currency Prefix Scale

Negative Format Decimal Places Decimal Symbol Grouping Symbol 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.

Select timestamp format after selecting the date format.

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4.

To configure row numbers for the report table, check Display Row Number.

Check to display row numbers in the report table.

5.

Enter the Display information:

Property Display Label Display Null As Description Displays the name of the metric or attribute. 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. 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. Hides duplicate attribute values in the report table. This option is not available for metrics. Hides metrics or attributes in the report table. 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. 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. Set the height for the row or column label that displays for this metric or attribute when it is displayed in a report. 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 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. Label for the subtotal in a basic or custom aggregate calculation in the report.

Show Undefined As Hide Duplicates Hide Wrap

Width (pixels)

Label Height (pixels) Column Aggregate Label Row Aggregate Label Subtotal Label 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.

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7.

Enter the Fonts information:

Property Font Style Description Font style of the metric, attribute, or aggregate calculation. You can choose from the following options: - Regular - Bold - Italic - Bold Italic For 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. Color of the metric or attribute on the report. Default is Black. 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.

Text Color Align

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. 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. To create a custom message to display when reports return no data, click Display Custom Message and enter the message you want to display. Enter the PDF Display Options information. To save the report, click Save.

9. 10. 11. 12.

Creating a Report Table Sort Order

You 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.

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Figure 11-11 shows a report table sorted on the category attribute and then the brand attribute:
Figure 11-11. Nested Sort Order

Rows are first sorted on these values.

Rows are then sorted on these values.

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:
Figure 11-12. Specific 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:
Figure 11-13. 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.

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Figure 11-14 shows a default sort sequence in ascending order:

Figure 11-14. 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. 3. 4. 5.

To sort the sections of a sectional report table, select an attribute for the sorting and select Ascending or Descending as the sort order. To sort the rows, select an attribute or metric in the first Sort By list. Select Ascending or Descending as the sort order. 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 Workflow

An 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.

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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:
Figure 11-15. Diagram of an Analytic Workflow
Quantity Ordered by Group Total Quantity by Category Revenue by Sales Region Customers by Region Customer Details Orders Received by Customers

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:
Figure 11-16. Analytic Workflows Associated with a Report

Analytic workflows associated with 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.

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To create an analytic workflow: 1.

Click Create > Report > Layout and Setup > Workflows. The Workflows tab appears.

Add Workflow Node button 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.

Insert Workflow Node button

Delete Workflow Node button

To delete a node, click the Delete Workflow Node button. To insert a node, click the Insert Workflow Node button.

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4. 5.

Rename the reports in the analytic workflow. 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. -orTo 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 Report

When 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:
Figure 11-17. Create Report Wizard in Workflow Mode

Workflow for the report. Data Analyzer highlights the current workflow report.

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. 2. 3. 4. 5.

Click Select Metrics to add metrics to the report. Click Select Attributes to add attributes to the report. Click Select Time, Filters, and Rankings to set time, filters, and ranking criteria in the report. Click Layout and Setup to modify the layout and setup of the report. To set the properties of the workflow report, click Layout and Setup > Workflows.

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Table 11-1 lists the workflow report properties you can enter:
Table 11-1. Workflow Report Properties
Property Comments Description Description 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 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 associated with the report. Click to apply rankings from the previous report in the analytic workflow to the current report.

Keywords Apply Ranking Filters from Previous Reports 6. 7.

Click Display on Analyze to display the report on the Analyze tab. 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. 9.

After you create the workflow report, click Return to Workflow to return to the Workflows tab. 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 Report

When 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:
Figure 11-18. Content Folders in Workflow Mode

Content folders

Workflow for the report. Data Analyzer highlights the current workflow report.

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.

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To use an existing report as a workflow report: 1.

Navigate to the folder from where you want to add the report. -orCreate 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. 6.

After you create the workflow report, click Return to Workflow to return to the Workflows tab. 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 Links

A 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)

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Figure 11-19 displays report links in the report table:

Figure 11-19. Report Links on the Analyze Tab

Click hyperlink to access workflow report configured for the report link.

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:
Figure 11-20. Report Link Display of Workflow Report Table

Click to return to original report.

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 Data

Data 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.

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Adding a Report Link

When 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:
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.

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. 3.

Click Layout and Setup > Report Links. 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.

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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 Link

You 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. 2. 3. 4.

Edit the report and click Layout and Setup > Report Links. Use the arrows to change the order of the report links. Use the Delete button to delete a report link. Save the report.

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CHAPTER 12

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

Overview
After 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 Properties

You 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 Report

For 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 Security
When 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 Security
When 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 Properties

To define report properties: 1. 2.

Click Create > Report > Publish > Properties. 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 Report Update Setting Apply User-Based Security/Apply Provider-Based Security Description 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. 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 users 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. Folder where you save the report. Click Select Folder to choose another folder. Default is Public Folders. Comments associated with the report. Maximum length is 65,535 characters.

Save this report into the following folder Comments

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Table 12-1. Report Properties

Property Description 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 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 you want to associate with the report. Department you want to associate with the report. 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 users group. If the group does not have query governing settings, Data Analyzer uses the system query governing settings.

Keywords

Category Department Query Governing

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 Properties

You 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:
Table 12-2. Dashboard Properties
Property Comments Description Comments associated with the dashboard. Maximum length is 65,535 characters.

Defining Dashboard Properties

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Table 12-2. Dashboard Properties

Property Description 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 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.

Keywords

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 Dashboard

You 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.

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To set report or dashboard permissions: 1.

Navigate to the report or dashboard you want to modify, and click the Permissions button ( Permissions tab for the report or dashboard. -orTo set permissions on a new report, click Create > Report > Publish > Permissions.

) or the

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.
Set access permissions for the folder and subfolders. Select Yes to set default access permissions.

Lists all the groups and users to be included or excluded from the object.

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. 4.

Click Make a Selection to search for a group or user. 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. 6. 7.

Select the group or user in the Query Results field. Select the access permissions you want to include or exclude. Click Include to include the user or group in the access permissions you select. -orClick 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.

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The Access Permissions page appears.

Everyone has Read permission on the Sales folder, unless restricted below.

Corporate Sales group granted additional write permission. Red text and a minus sign indicate that the user Hansen is not permitted to read the Sales folder.

8.

Click OK to save the access permissions settings.

Subscribing Users to a Report or Dashboard

Users 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 Report

When 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.

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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 Report

The 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 Dashboard

When 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. -orTo subscribe users to a composite report, click Create > Composite Report > Publish > Subscriptions. -orTo 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. -orTo select all user names, click Subscribe All. Data Analyzer displays the selected names under Current Subscribers.

3. 4.

To remove a subscriber, under Current Subscribers, click the subscriber name, and click the Delete button. 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 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. When you subscribe to a report or dashboard, Data Analyzer adds the item to your list of subscriptions.

Manually Subscribing from the View Tab

When 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.
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Manually Subscribing from the Find Tab

When 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. 2. 3. 4.

Click the Find tab. Navigate to the folder that contains the item you want to subscribe to. Click the report or dashboard name. 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 Subscriptions
When 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. 3. 4. 5.

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. 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. 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. 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 Dashboard

You 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
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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:
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.

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 Rule

You 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 Types
You can broadcast a report or dashboard in the following ways:

Email the report or dashboard Save the report or dashboard to a network drive

Emailing
When 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,

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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 Drive

You 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 Formats
Table 12-3 describes the formats in which you can broadcast reports and dashboards:
Table 12-3. Broadcast Formats
Format Type PDF file Availability Reports Composite Reports Dashboards Description 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. 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. 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. You can broadcast the report as a CSV file. You can broadcast only the URL link to the report. Data Analyzer does not broadcast the report as an email attachment.

Excel file

Reports Composite Reports

HTML file

Reports Composite Reports Dashboards

CSV file URL link

Reports Reports Composite Reports

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Scheduling Broadcasts
When 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 Report
When 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 Reports

Data 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 Reports

Data 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 On-demand (with prompts) Broadcast Content URL link to report Broadcast Recipients Data Analyzer users Data Analyzer groups

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Table 12-4. Broadcast Options for Different Types of Reports

Type of Report On-demand (without prompts) Cached (user-based security) Cached (provider-based security) Composite report Broadcast Content URL link to report Copy of report in selected format URL link to report Copy of report in selected format Copy of report in selected format saved on a network drive Broadcast Recipients Data Analyzer users Data Analyzer groups Data Analyzer users Data Analyzer groups Users without Data Analyzer accounts

Broadcast Options for Composite Reports

A 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. -orClick 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. 3.

Enter a name for the broadcasting rule. 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. 5.

To select recipients with Data Analyzer user accounts, click Recipients. 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. 7. 8.

For a cached report with provider-based security, enter the complete path of a destination folder where Data Analyzer can save the report. Select a schedule for broadcasting the report. Enter the email message you want to include with the report.

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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 Report

You 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. -orIf 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.

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Broadcasting a Dashboard
When 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. 3.

Enter a name for the broadcasting rule. 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. 5.

To select recipients with Data Analyzer user accounts, click Recipients. 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. 7. 8. 9.

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. Select a schedule for broadcasting the dashboard. Enter the email message you want to include with the dashboard. 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.

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Editing a Broadcasting Rule for a Dashboard

When 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. 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.

2.

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. -orIf 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 Dashboard

When 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 Accounts

You 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.

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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 Dashboard

If 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 Formats
You can specify the format in which you want Data Analyzer to archive the report or dashboard.

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Table 12-5 describes the formats in which you can archive reports and dashboards:
Table 12-5. Archive Formats
Format Type PDF file Availability Reports Dashboards Reports Description 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 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. 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. You can archive the report as a CSV file.

Excel file

HTML file

Reports Dashboards

CSV file

Reports

Steps for Archiving a Report or Dashboard

To archive a report or dashboard: 1.

To archive a report, click Create > Report > Publish > Archiving. -orTo 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. 5.

Select the archiving schedule. To archive the report or dashboard, select Active. To deactivate archiving, select Inactive.

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6.

To save the report or dashboard, click Save. Data Analyzer saves the report or dashboard.

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CHAPTER 13

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

Overview
Composite 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.

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Creating a Composite Report

The 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 Report

You 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 Subreports

To define composite report properties: 1.

Click Create > Composite Report > Select Report(s). The Select Report(s) page appears.

2. 3.

Enter a name for the report. 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 Report

A 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.

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Defining Composite Report Properties

You 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 Properties

To 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:
Table 13-1. Report Properties
Property Select Folder Description Folder where you save the composite report. Click Select Folder to choose another folder. Default is Personal Folder. Comments associated with the composite report. Maximum length is 65,535 characters. 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 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 you want to associate with the composite report. Department you want to associate with the composite report.

Comments Description

Keywords

Category Department 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 Report

You 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.

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Formatting a Composite Report

You 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 Reports

The 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:

Property Hide Empty Subreports Group Prompt Filters Show Border Description Hide subreports that return no data. Group prompts for all subreports when the composite report is viewed. Display a border between each subreport when the composite report appears on the View tab.

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 Orientation Description Direction of the page display. You can choose the following options: - Portrait - Landscape 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 Size If 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. Size of the header or footer. The total size of the header, footer, and margins must not exceed 60% of the page size.

Layout

Headers/Footers

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Property Pagination Margins

Description You can choose to insert page breaks after each page in a PDF file. Size of the page margins in inches. The total size of the header, footer, and margins must not exceed 60% of the page size.

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 Report

After 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 Report

You 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 Report

Data 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 Rule

One 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.

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Defining Broadcasting Rules for a Composite Report

To create a broadcasting rule for a composite report: 1.

Click Create > Composite Report > Publish > Broadcasting. The Broadcasting tab appears.

2. 3. 4. 5.

Enter a name for the broadcasting rule. Select PDF, HTML, Link, or Excel as the broadcasting format. To select recipients with Data Analyzer user accounts, click Recipients. 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. 7. 8. 9.

Enter the complete path of a destination folder where Data Analyzer can save the report. Select a schedule for broadcasting the report. Enter the message you want to include with the report. 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 Report

When 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

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Figure 13-2 illustrates the same report with the subreport prompt filters displayed separately:
Figure 13-2. Composite Report Without Group Prompt Filters Option

To display a composite report: 1.

From the Create Composite Report Wizard, click View to display the report on the View tab. -orOpen a composite report from the Find tab. -orOpen a composite report from a dashboard.

2. 3. 4.

For composite reports with prompts, Data Analyzer prompts you to select the settings to display in the report. 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. 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. 6. 7.

If the prompts are based on attribute filters, click Enable Progressive Filtering to display attributes values in a progressive manner. Click Display Composite Report. To edit the report, click Edit.

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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 Reports

To 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 Report

You 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. 2.

Display the composite report you want to print on the View tab. 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. 5.

Click Print Preview. From the File menu in the new browser window, click Print to print the composite report. -orClick 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 Data

You 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.
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To export a composite report: 1. 2.

Display the composite report you want to export on the View tab. 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. 5.

Click Export. 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 Report

You can email a composite report with the same method you use for other reports.

Working with Composite Report Feedback

You have the same options to discuss and work with feedback on composite reports that you use with other reports.

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CHAPTER 14

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

Overview
After 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 Results

You 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 Prompts

You 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 Metrics

Figure 14-1 shows prompts that allow you to select attributes and metrics:
Figure 14-1. Prompts Based on Attributes and Metrics

Summary

Attributes in the report Metrics in the report

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.

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Prompts Based on Filters and Filtersets

When 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:
Figure 14-2. Prompts Based on Attribute and Metric Filters

Attribute values included in the attribute filter.

Remove button. Attribute for the attribute filter. Text for the prompt.

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 Settings

You 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 Variables

If the report uses a prompted global variable, Data Analyzer prompts you to select a value for the global variable.

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Steps to Display a Report

To 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. -orOpen 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. 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. 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. 5. 6. 7.

If the prompts are based on attribute filters, to display attributes values in a progressive manner, click Enable Progressive Filtering. Click Display Report. To edit the report, click Edit. The report appears on the Create Report Wizard. Make the necessary changes and save the report. To display the prompt again, click Re-run Prompt.

Viewing the Query for a Report

As 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.

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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. -orTo view the query from the Analyze tab, click Query. The View Query tab appears.

2.

Click Close.

Editing the SQL Query for a Report

If 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', 'Chewys Industry'))

You must modify the query to add a single quote to Chewys:

SELECT : WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) AND (PRODUCT.BRAND IN('American Corn', 'Big Can', 'Chewys 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.
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Multiple SQL Statements

If 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 SQL

The 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.

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Using System Variables

Table 14-1 describes the predefined system variables you can use in the report SQL query:
Table 14-1. Available System Variables
System Variable Name USER_LOGIN USER_FIRST_NAME USER_LAST_NAME USER_GROUP_NAMES USER_GROUP_NAMES_STR SYSTEM_TIME_ISOSTR SQL_SYSDATE Description Login name of the user who is currently logged in. First name of the user who is currently logged in. Last name of the user who is currently logged in. Comma-separated list of group names to which the user who is currently logged in belongs. Comma-separated strings of group names. These are enclosed within single quotes. Current time of the Data Analyzer server machine in ISO Format (YYYYMM-DD hh:mm:ss). 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.

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.

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Suppressing the GROUP BY Clause

Any 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 14-3. GROUP BY Clause and Metric Aggregation in an SQL Query

GROUP BY Clause

Metric Aggregation

Figure 14-4 shows the report run from the preceding SQL query:
Figure 14-4. Sample Report Using GROUP BY Clause and Metric Aggregation

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.

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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:
Figure 14-5. SQL Query with the GROUP BY Clause and Metric Aggregation Suppressed

GROUP BY clause is suppressed.

Metric aggregation is suppressed.

Click Suppress Group By Clause.

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:
Figure 14-6. Report Results (GROUP BY Clause and Metric Aggregation Suppressed)

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.

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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 Tables

If 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:
Row Number 1 1 1 2 2 2 Column Name DEPTNUMBER DEPTNAME LOC DEPTNUMBER DEPTNAME LOC Column Value 410 Facilities Building 1 435 Finance Building 2

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:
Column Name Row Number 1 2 DEPTNUMBER Column Value 410 435 DEPTNAME Column Value Facilities Finance LOC Column Value Building 1 Building 2

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.

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When you run the report, Data Analyzer displays the following cross tabular report table that does not group values by the Row Number attribute:
Column Name Row Number 1 1 1 2 2 2 DEPTNUMBER Column Value 410 null null 435 null null DEPTNAME Column Value null Facilities null null Finance null LOC Column Value null null Building 1 null null Building 2

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 SQL

Once 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 Query

Use 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.

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3. 4. 5.

Modify the SQL query. To use a stored procedure, click Use Stored Procedure. 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 Query

If 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. 3.

Select a stored procedure. If the stored procedure requires input parameters, enter the input parameter values. -orTo manually enter a global variable name as the input parameter, type the global variable name enclosed in dollar signs. -orTo 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.

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The global variable displays as the value for the input parameter.
4.

Click Apply.

Using SQL Hints

When 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_id FROM products prod WHERE 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. 4.

Add or modify the SQL hint. Click OK.

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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 Report
When 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. -orOn 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. 3.

If the report has any analytic workflows associated with it, select Retain Analytic Workflows to save the analytic workflows with the report. 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. 164

Click Select Folder to select a location to save the report.

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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:

Property Comments Description Keywords Description Comments for the report. Maximum length is 65,535 characters. Description for the report. Keywords associated with the report.

8. 9.

Click More Options to display additional options for saving the report. Enter the following report properties:
Property Category Department Query Governing Description Category you want to associate with the report. Department you want to associate with the report The time limit on each query for the report, the time limit for processing the report, and the maximum number of rows returned.

10.

Click OK.

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CHAPTER 15

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

Overview
From the Analyze tab, you can view report data. You can also modify the report data and customize the display of the report.

Report Level Tasks

You 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. Print a report.

You can also complete the following tasks to exchange report information with other users:

167

Export a report. Email a report. Add discussion comments on a report. Provide feedback on a report.

Data Level Tasks

You 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 Report

From 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 ondemand 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.
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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. -orEdit 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. 5.

If the report has any analytic workflows associated with it, select Retain Analytic Workflows to save the analytic workflows with the report. 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:

Property Comments Description Description Comments for the report. Maximum length is 65,535 characters. 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 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.

Keywords

10.

Click More Options to display additional options for saving the report.
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11.

Enter the following information:

Property Category Department Query Governing Description Category you want to associate with the report. Department you want to associate with the report. 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.

12.

Click OK. Data Analyzer saves the report to the repository.

Editing a Report
You 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. 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.

Data Analyzer does not invalidate indicators in the following situations:

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. -orOn 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.

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4.

Click Save. You can also save the modified report as a new report.

Highlighting Metric Values

Use 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:
Figure 15-1. Highlighting in a Report

Highlighting Task Area

Highlighting in the Report Table

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.

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Figure 15-2 shows how background highlighting appears in a bar chart:

Figure 15-2. Highlighting 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 Ranges
When 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:

Ranges for the values you want to highlight

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.

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Understanding Formats
When 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 Colors
Background 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 Strings
You 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.

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Colored Dots
You 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 Images
You 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:
Table 15-1. Color Representation for Harvey Images
Harvey Image Full dot Half-full dot Empty dot Color Selection Green Yellow Red

Arrow Indicators
You 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 15-2. Color Representation for Arrow Indicators
Arrow Indicator Up arrow Dash Down arrow Color Selection Green Yellow Red

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Symbols
You 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:
Table 15-3. Color Representation for Symbols
Symbol Green dot Yellow triangle Red square Color Selection Green Yellow Red

Understanding State
You 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 Access

When 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 Values

When 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.

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Creating a Highlighting Rule

To 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. 2.

Display the report on the Analyze tab. 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. -orRight-click the metric name. On the shortcut menu, click Create Highlight. Data Analyzer displays the Highlighting tab.

Highlighting button

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. 6.

From the Show list, select the number of ranges you want to highlight. 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.

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8.

Enter the following information:

Property Set Highlighting State Description Select one of the following options to set the state of the highlighting rule: - Active - Inactive Default is Active. Click to display additional fields for the highlighting rule. Select one of the following options to set the state of the highlighting rule for all users: - Active - Inactive Default is Active. Select one of the following options to set user access for the highlighting: - Public - Personal Default is Public. Select to display only highlighting in the table. By default, both highlighting and numeric data appear in the report table. 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.

More Options Set Default State of Rule (for All Users) As

Set Highlighting Rule As

Show Only Highlighting in the Table and Hide Numeric Data Apply Highlighting Rule on All Occurrences of Selected Metric in the Report

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 Rule

Use the following procedure to edit a highlighting rule.
To edit a highlighting rule: 1. 2.

Display the report on the Analyze tab. To change the state of a highlighting rule, right-click the highlighting rule name.

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A shortcut menu appears.

Shortcut menu

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 Rule

When 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. 2.

Display the report on the Analyze tab. Right-click the highlighting rule name. On the shortcut menu, click Delete. -orIn 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 Report

From 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:
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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.

Example
A 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:
Figure 15-3. Sample Report for Drilling

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.

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Figure 15-4 shows the report results after you drill based on the Women attribute value:
Figure 15-4. Drilling into a Report

Drill filter added to the report.

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 womens trousers are sold, you can drill using the Trousers - Women attribute value. After you drill, you find three regions sell womens 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:
Figure 15-5. Drilling Further into the Report

Drill path in the report.

Results of Drilling
You 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.

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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 Report

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: 1. 2.

Display the report the Analyze tab. 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. -orIn 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.

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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 Settings

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. 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. 2. 3.

Display the report the Analyze tab. In the report table, right-click a granularity value or a time period value. 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 Report

Drilling 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.

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Data Analyzer does not include CLOB values in drill filters.

3.

Click Drill. On the Drill tab, click Drill Anywhere. -orIn the report table, right-click the selected values, and click Drill Anywhere. Data Analyzer displays the report on the Create Report Wizard.

4. 5.

Modify the report. Click Display on Analyze. The report appears on the Analyze tab according to the selected drill filters.

Drilling into a Report Chart

Drilling 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. -orTo 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.

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Data Analyzer displays the drill results in the report table and the report chart.
Drill path

5.

To go back to the original report, click the Original Table link in the drill path.

Using Analytic Workflows

Use 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 datalevel tasks on a workflow report.

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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.

Attribute value for the analysis filter.

Workflows button. The plus symbol indicates that the report has associated workflows.

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. -orClick the Workflows button, and click the workflow report you want to use.

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Data Analyzer displays the workflow report. The Workflows tab displays the workflows associated with the report.

Analysis filter

Data based on the analysis filter

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.

Alert Notification icon

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.

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6. 7.

To save a report in the analytic workflow as a standalone report, click the Save As link. To close the Workflows tab, click Close.

Adding a Related Link

From 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. 2.

Display the report on the Analyze tab. 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 Descriptions

From 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.

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To view help glossary descriptions: 1. 2.

Display the report on the Analyze tab. Click the Glossary button.

Click to display help glossary descriptions.

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 Display

You 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:

Figure 15-6. Report Table

Report table

Sorting a Report Table

Use 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

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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:
Figure 15-7. Buttons on the Report Table
Click to Drag to move sort from low to high. column right.

Click to sort from high to low.

Click to remove column. Click to minimize column.

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 Table

When 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:
Figure 15-8. Cross Tabular Report Table Before Pivot
Column Headers

Row Headers

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:
Figure 15-9. Pivot Results
Column headers Row headers

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.

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To pivot a report: 1.

Display the report you want to pivot on the Analyze tab.

Pivot Table button

2.

Click the Pivot Table button. The report appears with row and column headers switched.

Displaying Metric Totals

You 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.

Show Totals button

2.

Click the Show Totals button. The report table appears with metric totals.

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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 Table

You 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.

Hide Table button

2.

Click the Hide Table button. The Analyze tab appears without the report table.

Accessing Data Lineage for a Metric or Attribute

If 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. 2.

Display the report on the Analyze tab. 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.

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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.

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CHAPTER 16

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

Overview
On 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.

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Adding a Metric to a Report

On 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. 2.

Display the report on the Analyze tab. Click Add. Data Analyzer displays the metric category and attribute category lists on the Add tab.

Metric category list

Metrics list

The metric category list displays the available metric folders for the report. The metrics list displays the metrics for the selected metric folder.
3. 4. 5.

From the metric category list, select a metric folder. From the metrics list, select a metric. 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 Report

On 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.

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To delete a metric from a report on the Analyze tab: 1.

Display the report on the Analyze tab.

Remove button in column header. 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 Report

On 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. 2.

Display the report on the Analyze tab. Click Add. Data Analyzer displays the metric category and attribute category lists on the Add tab.

Attribute Category List

Attributes List

The attribute category list displays the available attribute folders for the report. The attributes list displays the attributes for the selected attribute folder.
Adding an Attribute to a Report 195

3. 4. 5.

From the attribute category list, select an attribute folder. From the attributes list, select an attribute. 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 Report

On 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.

Remove button in column header.

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.

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CHAPTER 17

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

Overview
You 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 Calculations

A 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.

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Subtotals
When 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:
Figure 17-1. Displaying Subtotals in a Report Table

Subtotal for the Book Division

Subtotal for the Movies division Total revenues

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 Tables

When 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 Tables

When 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.
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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 Calculations

Use 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:
Figure 17-2. Basic Metric and Aggregate Calculations in a Report Table

Column Running Total is a basic metric calculation.

Max is a basic aggregate calculation.

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 Reports

Data 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. Percent Contribution. Use the Percent Contribution calculation to display metric values as percentages in the report table.

You can add the following basic metric calculations to any report:

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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 Settings

For 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.

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Basic Aggregate Calculations

You 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:
Figure 17-3. Displaying Sum Calculation in a Report with Time Settings

Sum appears for current month, but not the current year.

Performing Calculations on Undefined Values

A 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

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Steps for Adding Basic Metric and Aggregate Calculations

To add basic metric and aggregate calculations to a report: 1.

On the Create Report Wizard, click Layout and Setup > Calculations. -orOn the Analyze tab, click Calc. The Calculations tab appears.

Basic Metric and Aggregate List

Metrics List Aggregate By List

On the Analyze tab, the Calculations tab is labeled Calc.

2. 3. 4.

In the Add Calculations task area, select Basic Metrics and Aggregates if not already selected. From the Basic Metric and Aggregate list, select the calculation you want to add. 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. 6.

For reports with time settings, select the time periods for which you want to perform the calculation. 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.

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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:

Basic aggregate calculation name

Basic metric calculation name

Number of metric Number of aggregate calculations in report calculations in report

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 Calculations

Since 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. -orOn 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 Metrics

You 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.

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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 Mode

In 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. -orOn the Analyze tab, click Calc. -orOn 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.

Specify Metric List 3.

In the Name this Metric field, enter a name for the custom metric. Maximum length is 200 characters.

4. 5.

Optionally, in the Description field, enter a description for the custom metric. From the Select Operator list, select an operator for the custom metric expression.

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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.

Expand button

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:

Custom metric name

Total number of metric calculations in report

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.

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8.

Click Save. You can also save the modified report as a new report.

Creating a Custom Metric in Advanced Mode

You 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 Calculation

Precision 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 Expression

Data 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.

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Displaying Custom Metric Values as Percentages

You 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:
Figure 17-4. Example of Custom Metric Values Displayed as Percentages

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 Mode

When 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. -orOn 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. 6.

Optionally, in the Description field, enter a description for the custom metric. 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-

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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. 8.

To display the values of the custom metric as percentages in the report table, click Display as % Value in Table. 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. 10.

To configure the Sum and Average basic aggregate calculations for the custom metric, click Configure Aggregate Calculation. 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:

Custom metric name

Total number of metric calculations in report

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 Metric

You 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.

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To edit a custom metric: 1.

On the Create Report Wizard, click Layout and Setup > Calculations. -orOn the Analyze tab, click Calc. -orOn 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. 4.

Make the necessary changes. 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 Metric

On 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. -orOn 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 Calculations

After 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.

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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 Metric

You 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. -orOn 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.

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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 Aggregates

You 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 Function

You 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.

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Types of Contexts
Context can be one of the following types:

Layout context Value context

Layout Context
Use 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 layoutdependent 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 Context
Use 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 (=) Operator

Use 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.

Separators
Use the comma (,) symbol to separate multiple values within a condition. For example:
Avg({Sales}, "{Category}='Food', 'Drinks', 'Supplies'")

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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'")

Attributes
Use 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 HOUR_NUM Meaning Refers to the hour number in day. Refers to the day number in year. Refers to the week number in year. Refers to the month number in year. Example To calculate the total sales made between 10:00 and 11:00 am, use the following expression: Sum({Sales}, "{@HOUR_NUM}=10") To calculate the total sales made on the first day of the year, use the following expression: Sum({Sales}, "{@YEAR_DAY_NUM}=1") To calculate the total sales made in the fourth week of the year, use the following expression: Sum({Sales}, "{@YEAR_WEEK_NUM}=4") To calculate the total sales made in the month of June, use the following expression: Sum({Sales}, "{@YEAR_MONTH_NUM}=6") 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") To calculate the total sales made in 2003, use the following expression: Sum({Sales}, "{@YEAR_NUM}=2003")

YEAR_DAY_NUM

YEAR_WEEK_NUM

YEAR_MONTH_NUM

QUARTER_NUM

Refers to the quarter number.

YEAR_NUM

Refers to the year number.

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Table 17-1. Time Attributes Used in Setting Context

Time Attribute Name DATE_TIME Meaning 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:ss Note: The above is the ISO date format. 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-dd Note: The above is the ISO date format. Example To calculate the total sales made on February 14, 2004 at 11:00 am, use the following expression: Sum({Sales}, "{@DATE_TIME}=200402-14 11:00:00")

DATE_NO_TIME

To calculate the total sales made on February 14, 2004, use the following expression: Sum({Sales}, "{@DATE_TIME}=200402-14")

Keywords
Use 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:

Table 17-2. Keywords for Specifying the Context Argument
Keyword COLUMN Type of Keyword Layout Meaning Refers to all the column attributes. Refers to all the row attributes. Use ROW in reports with cross tabular report tables. Example To calculate the sum for the Sales column in a simple report table, use the following expression: Sum({Sales}, "@COLUMN") 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") 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")

ROW

Layout

SECTION

Layout

Refers to all the section attributes. Use SECTION in reports with sectional report tables.

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Table 17-2. Keywords for Specifying the Context Argument

Keyword THIS Type of Keyword Value Meaning Refers to a value at the current position in the processing of the function. You cannot use THIS in a custom aggregate expression. 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. Checks whether a value is NULL. Example 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 To calculate the total sales made in the current quarter, use the following expression: Sum({Sales}, "{@QUARTER_NUM}=CURRENT")

CURRENT

Value

NULL

Value

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")

Performing a Calculation on a Set of Values

When 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 Category

Functions 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
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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 Expression

When 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:
Table 17-3. Variables Available for Custom Aggregate Expressions
Variable Name $OBJECT_NAME$ Meaning 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. Works as a placeholder for the layout context. Use this variable to perform a calculation on rows, columns, and sections in a report. Example To calculate the average of all metric values for all metrics in a report, use the following expression: Avg($OBJECT_NAME$) In a cross tabular report table, to count metric values for the Sales metric by row and column, use the following expression: Count({Sales}, $AGGREGATE_BY$)

$AGGREGATE_BY$

Layout of Custom Aggregates

You 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 Aggregate

To create a custom aggregate: 1.

On the Create Report Wizard, click Layout and Setup > Calculations. -orOn 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. 5.

Optionally, in the Description field, enter a description for the custom aggregate. 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

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Analyzer encloses selected metrics and attributes within curly brackets ({}) and encloses variable names within dollar ($) signs. -orEnter 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:

Total number of aggregate calculations in the report

Custom aggregate name

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.

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Editing a Custom Aggregate

You 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. -orOn 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. 4.

Make the necessary changes. 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 Aggregate

On 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. -orOn 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.

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CHAPTER 18

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

Overview
On 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 Attribute

In 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:
Figure 18-1. Example of a Custom Attribute
Custom attribute Base attribute

Groups based on base attribute values

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:
Figure 18-2. Example of Custom Attribute Replacing 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. 2. 3.

Display the report on the Analyze tab. In the report table, click the attribute name you want to use as the base attribute. Click Custom Attribute. The Custom Attribute tab appears.

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4.

In the Name Custom Attribute field, enter a name for the custom attribute. Maximum length is 200 characters.

5. 6. 7.

Optionally, in the Description field, enter a description for the custom attribute. To change the base attribute, select another attribute from the Base Attribute list. 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. -orSelect 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. -orManually 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. 10.

Click Add. To create additional groups, repeat steps 7 to 9. The groups display in the Groups task area.

11. 12.

To change the order of how a group appears in the report table, click the Move Up or Move Down button for the group. 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 rightaligned 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 Attribute

In 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 Attributes

A 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 Attribute

You 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 Expression

When 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. 2.

Display the report on the Analyze tab. 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.

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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 ({}). -orEnter 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 rightaligned 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 Attribute

You 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. 3.

Make the necessary changes. 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 Directory

You 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.

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CHAPTER 19

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

Overview
You 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 Charts

You 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

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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 Charts
Each 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:
Figure 19-1. Example of a Bubble Chart

Tip: To display meaningful results in the bubble chart, plot the chart along table rows.

Combo Charts
In 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

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:
Figure 19-2. Chart Options Toolbar for Combo Charts

Choose a chart type for each series in the 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 Chart

When 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.

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Methods for Plotting Charts

You 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:
Figure 19-3. 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:
Figure 19-4. Example of a Bar Chart Plotted 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.

Displaying Data in a Report Chart

229

Figure 19-5 shows a chart along table columns:

Figure 19-5. Example of a Bar Chart Plotted 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 Chart

You 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:
Region North South East West Sales 100,000 250,000 250,000 400,000 Regional % Contribution 10% 25% 25% 40%

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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 Chart

If 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 Chart

When 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:

Figure 19-6. 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 Wizard

When 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. 232

Click Add New.

Chapter 19: Working with Report Charts

The chart options toolbar appears.

Show More Chart Options Button 3. 4.

Draw Series Along Draw Series Along Table Table Rows Button Columns Button

To display the chart based on row or column data, click Draw Series Along Table Rows or Draw Series Along Table Columns. 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. 7.

To display additional chart options, click Show More Chart Options. 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 Type Width Height Title Description Type of the chart. Default is Standard Bar. 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 of the chart. Enter the pixel value for height. Default is 450 pixels. Minimum height is 100 pixels. Maximum height is 1024 pixels. 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 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.

Range

Working with Report Charts on the Create Report Wizard

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Table 19-1. Report Chart Options

Property Gridline Density Description 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. 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 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. 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. 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 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.

Select Metrics

Legend Settings

Pie Chart Options

Show Values For

Line Chart Options

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Table 19-1. Report Chart Options

Property Pareto Chart Options Description 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. 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.

Null Handling

8. 9. 10.

To save the changes you made to the report chart, click Go. To add another chart to the report, select the chart type, and click Add New. 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.

Number of charts in report.

Modifying a Report Chart on the Create Report Wizard

On 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.

Select a Chart List 2. 3.

From the Select a Chart list, select the chart you want to modify. 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.
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 Wizard

On 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. 3.

From the Select a Chart list, select the chart you want to delete. 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 Tab

On 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 Tab

To 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. 3.

To display the chart for a single section in a sectional report table, select the metrics in the section. Click Charts. The Charts tab appears.

4.

Click More Options to display additional chart options.

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If the report includes sections, the Charts tab displays chart options for sectional report tables.

Options for sectional reports 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. -orIn 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.
Open Chart Options Button

8.

To show the chart options toolbar, click Open Chart Options. The chart options toolbar appears.

Show More Chart Draw Series Along Draw Series Along Table Rows Button Table Columns Button Options Button

Working with a Report Chart on the Analyze Tab

237

9. 10.

To display the chart based on row or column data, click Draw Series Along Table Rows or Draw Series Along Table Columns. 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. 15.

Click Go to see the changes you made in the chart. 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 Tab

On 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. 3. 4.

Locate the chart you want to modify. To show the chart options toolbar, click Open Chart Options. 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 Tab

On 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. 3.

Locate the chart you want to modify. To show the chart options toolbar, click Open Chart Options. The chart options toolbar appears.

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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 Chart

When 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 Chart

When 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 Tables

In 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 Tables

On 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:
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.

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.

Icon for charts you create for every section of the report.

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.

Icon for charts you create for the selected report section

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.

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Configuring the Grid Lines for a Report Chart

You 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:

Grid lines at intervals of 5,000

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:
Table 19-2. Gridline Density Options
Option Auto Description 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. Density value for dotted vertical grid lines for the X axis. Use for horizontal chart types such as horizontal bar. Density value for solid vertical grid lines for the X axis. Use for horizontal chart types such as horizontal bar. Density value for dotted horizontal grid lines for the left Y axis. Density value for solid horizontal grid lines for the left Y axis. Density value for dotted horizontal grid lines for the right Y axis. Density value for solid horizontal grid lines for the right Y axis.

X Minor X Major Y-1 Minor Y-1 Major Y-2 Minor Y-2 Major

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.

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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. 4. 5. 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. Subtracts Interval by one until Interval equals 1, 2, or 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:
Table 19-3. Calculating the Number of Grid Lines
Calculations 1. UpperRange = MaxMetric + MaxMetric/10 2. Interval = UpperRange/Density 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. 4. Subtract Interval by one until Interval equals 1, 2, or 5. 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. MaxMetric = 38,088.29 Y-1 Minor = 5 UpperRange = 41,897.12 Interval = 8,379.42 Interval = 8 (8,379.42 divided by 10 three times.) Interval = 5 Interval = 5*10*10*10 = 5,000 MaxMetric = 38,088.29 Y-1 Minor = 10 UpperRange = 41,897.12 Interval = 4,189.71 Interval = 4 (4,189.71 divided by 10 three times.) Interval = 2 Interval = 2*10*10*10 = 2,000

Data Analyzer displays grid lines at intervals of 5,000, for a total of eight grid lines (41,897.12/5,000 = 8).

Data Analyzer displays grid lines at intervals of 2,000, for a total of 20 grid lines (41,897.12/2,000 = 20).

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.

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Displaying Geographic Charts

You 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 Charts

Data 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 Attribute

To 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.

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Steps to Display Geographic Charts for a Report

To display geographic charts for a report, complete the following steps: 1. 2. 3. Locate and edit the map XML file. Data Analyzer provides several maps. Use the map appropriate for the report you want to use. Associate the map with an attribute. You must edit the SHAPES element in the XML file to associate it with an attribute. 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. Display the geographic chart. Create a report with one attribute that contains the attribute you associated with the XML file.

4.

Step 1. Locate and Edit the Map

Before 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 Attribute

The 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. 4.

View the rest of the XML file. Save the XML file.

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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.

Value must match a value of the attribute associated with this map. Name identifies area in the map.

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="-114.12445068359375 ymax="42.00234603881836"> <ATTRIBUTE value="CA"/> 4. 5. 6.

Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. Save the XML file. Restart Data Analyzer.

Step 4. Display a Geographic Chart

If 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.

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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 Directory

If 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 Colors

By 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 Colors

By 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.

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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. 6.

Save ias_default_chart_colors.xml. Restart Data Analyzer.

Assign a Chart Color to an Attribute Value

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. 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.

Troubleshooting
On 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.

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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. 4. 5.

Double-click the preference name to change the value to false. Close the browser window. 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.

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CHAPTER 20

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

Overview
Complete 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 Options

You 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. -orTo 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:

Property Orientation Layout Description Direction of the page display. Choose Portrait or Landscape. 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 Size If 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. Size of the header or footer. The total size of the header, footer, and margins must not exceed 60% of the page size. 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. Size of the page margins in inches. The total size of the header, footer, and margins must not exceed 60% of the page size.

Headers/Footers Pagination (sectional reports and dashboards with multiple containers) Margins

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.

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Printing a Report or Dashboard

You 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. -orDisplay 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.

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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. 5. 6.

Click Print Preview. Adobe Acrobat opens in a new browser window to display the report or dashboard. From the File menu in the new browser window, choose Print to print the report or dashboard. -orClick 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 Data

You 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 HTML

You 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 PDF

You 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 CSV

A 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 Data

When 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. -orDisplay 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. 5.

Click Export. 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 PDF

If 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 Dashboard

You 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 replyto 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. -orOn the Find tab, click the report you want to email. -orDisplay 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.

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4.

Enter the following information:

Property To Cc Bcc Subject Send report as/Send dashboard as Send link with message Text box Description 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 (;). Email address for carbon copying the email. You can include more than one email address. Email address for blind carbon copying the email. You can include more than one email address. Subject of the email. 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. 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. Body of the email.

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 Service

If 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. -orIn the Email Document window, click To, Cc, or Bcc. The Contacts window appears.

2.

Select the directory from the Select a Directory list. -orTo search for a recipient, in the Search field, enter the contact last name, and click Go.

3. 4.

In the Contact List text box, click the contact. Click To, Cc, or Bcc.

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Adding Comments to a Report or Dashboard

You 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. -orDisplay 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. 5.

Enter a comment for the report or dashboard. 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 Feedback
To add feedback on a report or dashboard: 1.

Display the report on the View tab or Analyze tab. -orDisplay the dashboard on the View tab.

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2.

Click Feedback. The Feedback window appears.

3. 4.

Enter your feedback. Click OK to submit the feedback.

Viewing or Deleting Feedback

To 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. -orDisplay 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. 4.

To delete a feedback, click the delete button for the feedback. Click Close.

Troubleshooting
When 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

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CHAPTER 21

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

Overview
Use 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 Template

When 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
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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. 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. 4. Create the template. Upload the template to the Data Analyzer repository.

2.

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.

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To create an Excel template for a report: 1.

On the Create Report Wizard, click Publish > Templates. The Templates tab appears.

Click here to run the report. 2.

Enter a name for the template. Maximum length is 255 characters.

3. 4.

Enter a description for the template. 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.

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Uploading the Excel Template

After 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. 2.

Open the Excel template on your local drive. 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. 4.

Data Analyzer prompts you for your user name and password. 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. 6.

Click Save. 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 Template

In 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. 3. 4.

Click Publish > Templates. On the Templates tab, select the template you want to edit from the Manage Template task area. Click Edit. Microsoft Excel launches.

5. 6. 7.

Click Save. Click Enable Macros to open the template. Edit the template in Microsoft Excel. After you edit the template, upload it again to the repository.

Deleting an Excel Template

In the Manage Templates task area of the Templates tab, you can delete templates from the Data Analyzer repository.

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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. 3. 4.

Click Publish > Templates. On the Templates tab, select the template you want to edit from the Manage Template task area. Click Delete. Data Analyzer deletes the template from the repository, but not from the local drive.

Exporting Report Data to Microsoft Excel

You 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 Formatting

When 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 ().

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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:
Figure 21-1. Exporting a Report Using Retain Data Analyzer Formatting

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. 2.

Display the report you want to export on the Analyze tab. Click Export. The Export Report window appears.

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3. 4. 5.

Click Microsoft Excel. Choose Retain Data Analyzer Formatting. 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 PivotTable

Choose 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 righthand side of the PivotTable.

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Figure 21-2 shows the Excel PivotTable created by exporting the example report, using the Export to Excel PivotTable option:
Figure 21-2. Exporting a Report to an Excel PivotTable

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. 2. 3. 4. 5.

Display the report you want to export on the Analyze tab. Click Export. Click Microsoft Excel. Choose Export to PivotTable. 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.

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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 PivotTable

After 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. 2.

Open the Excel PivotTable in Microsoft Excel. 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. 5.

Scroll down to find the report that you want to add or type the report name in the Search text box and click Search. 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 Template

When 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.

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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:
Figure 21-3. Exporting a Report Using an Existing 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. 2. 3.

Display the report you want to export on the Analyze tab. Click Export. Click Microsoft Excel.

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4.

Choose a template. Data Analyzer displays templates that exist in the repository for the report.

5. 6.

Click Export. 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. 9. 10.

Click Enable Macros in Microsoft Excel. The Excel file based on the template appears. 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 File

When 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. 2.

Open the Excel PivotTable, Excel file based on a template, or the Excel template. 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.

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Data Analyzer refreshes the data in the Excel file.

Refreshing Data in an Excel Template

When 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 PivotTable

Data 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 Charts

The 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.

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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. 2.

Display the report on the Analyze tab. Click Pivot Table. Microsoft Excel Web Component launches within the browser. The PivotTable appears in the browser.

Return Button

Excel Toolbar

The chart appears in the browser, below the PivotTable.

Excel Toolbar

3.

To exit the Microsoft Excel Web Component, click Return.

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Installing Microsoft SOAP Toolkit

You 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. 2. 3. 4.

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. Click OK to open the Microsoft SOAP Toolkit installation file. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. 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. 7.

Click Next. 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. 9.

Click Next twice to start the installation. 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.

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CHAPTER 22

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

Overview
An 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.

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Figure 22-1 shows a report with indicators:

Figure 22-1. Indicators Associated with a Report

List of indicators

Value-Based Indicators
Value-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 Settings

You 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 Indicators
Position-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.

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Display Images for Indicators

You 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 Indicators

When 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 Dashboards

When 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 Indicators

You 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

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Working with Chart and Table Indicators

You 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 Indicators
A 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 Indicators
A 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

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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 Indicator

You 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. 2.

Display the report on the Analyze tab. 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.

Indicators button

-orRight-click the selected values, and click Create Indicator.

Working with Chart and Table Indicators 277

The Create Indicator page appears.

Indicator type.

Chart Type list.

Click to display advanced chart indicator options.

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 This Indicator is Based on Description Select the type of indicator: - Values - Position Data 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. 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 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 the display type of the indicator: - Table - Chart Default is Chart. If you select Chart, select the chart type from the chart type list.

Name Indicator

Description

Select Indicator Type

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Table 22-1. Chart or Table Indicator Options

Property Data Series Along Description 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 Columns Default 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. Select the containers to which you want to add the indicator.

Add Indicator to the Following Containers on My Personal Dashboard

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:
Table 22-2. Chart or Table Indicator Additional Options
Property Set Indicator As Description User access to the indicator. This property appears if you have write permission on the report. Select from the following options: - Public - Personal Default is Public. Automatic refresh of the indicator. You can select indicator animation for indicators for on-demand or cached reports. Select from the following options: - Off - On Default is Off. 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 Period Default is Track Current Time Period. You cannot track current time period if the report has Hour by Hour granularity. Size of a chart indicator. This property appears for chart indicators. Select from the following options: - Large - Small - Custom If you select Custom, enter the width and height (in pixels) for the indicator. Default is Large.

Indicator Animation

When Time Unit Advances

Indicator Size

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Table 22-2. Chart or Table Indicator Additional Options

Property Limit Indicator Size Description 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. 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.

Set State of Indicator on Filtered Dashboards

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. 9.

To close the Preview Indicator window, click Close. 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 Pages

In 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 Indicator

To 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.
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To select values for a value-based indicator in a report with multiple pages: 1. 2. 3.

Click the Indicator tab. From the This Indicator is Based On list, select Values to create a value-based indicator. Click Select Values. The Select Values window appears.

4. 5.

Select an attribute for the indicator. 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. -orSelect Global Variable as Value. To use a global variable as a value, click Select Global Variable as Value. -orManually 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. 7.

Click Add. 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 Indicator

You 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. 2. 3.

Click the Indicator tab. From the This Indicator is Based On list, select Position to create a position-based indicator. Click Select Positions. The Select Rows window appears.

4. 5. 6.

Select a row option for the rows you want to show in the indicator. If you select Top, Bottom, Range, or Specific Row, enter row numbers for the selected row option. Click OK. Data Analyzer displays the selected row numbers on the Indicators tab.

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Modifying a Chart or Table Indicator

When 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. 2.

Display the report where you want to edit a chart or table indicator on the Analyze tab. In the Indicators task area, click the indicator name. The Edit Indicator page appears.

3. 4.

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. 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 Indicator

You 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. 2.

Display the report where you want to delete a chart or table indicator on the Analyze tab. 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 Dashboard

You 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. 2.

Display the report on the Analyze tab. In the Indicators task area, click the indicator name.

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The Edit Indicator page appears.

3. 4.

In the Add Indicator to the Following Containers on My Personal Dashboard field, select the containers where you want to add the indicator. Click OK. Data Analyzer adds the indicator to the selected containers on your personal dashboard.

Working with Gauge Indicators

Use 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 Ranges
You 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 Ranges

When 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 Indicators

You 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.

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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:

Figure 22-3. Types of Gauge Indicators

Trend gauge indicator

Circular gauge indicator

Flat gauge indicator

Digital gauge indicator

Tip: To maximize the clarity of a digital gauge indicator limit the number of bands to three.

Creating a Gauge Indicator

You can create gauge indicators from the Analyze tab.
To create a gauge indicator: 1. 2.

Display the report where you want to create the gauge indicator on the Analyze tab. In the report table, click the metric value for the indicator. Data Analyzer highlights the selected metric value.

3.

Click the Indicators button. -orRight-click the selected metric value, and click Create Indicator.

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The Create Gauge page appears.

Click to change the number of bands. 4.

Indicators button.

Enter gauge indicator options. Table 22-3 lists the gauge indicator options you can define:
Table 22-3. Gauge Indicator Options
Property This is an Indicator for Description 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 the gauge indicator. This name appears in the Indicators area on the Analyze tab. Maximum length is 255 characters. 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. Choose one of the following types of gauge indicator: - Circular - Flat - Digital - Trend (for real-time reports only) Default is Circular. 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. Select colors for each range. Default colors are red for low values, yellow for medium values, and green for high values. Specify text labels to describe each range. Select the containers to which you want to add the indicator.

Name Indicator Description

Type of Gauge

Specify a Range of Values

Specify Colors Specify Text Labels Add Indicator to the Following Containers on My Personal Dashboard

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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:
Table 22-4. Gauge Indicator Additional Options
Property Set Indicator As Description User access to the indicator. This property appears if you have write permission on the report. Select from the following options: - Public - Personal Default is Public. Time period tracking. This property appears for reports with time settings. Select from the following options: - Track Current Time Period - Keep Selected Time Period Default is Track Current Time Period. You cannot track current time period if the report has Hour by Hour granularity. Automatic refresh of the indicator. You can select indicator animation for indicators for on-demand or cached reports. Select from the following options: - Off - On Default is Off. 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 - Small Default is Large. 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.

When Time Unit Advances

Indicator Animation

Indicator Size

Set State of Indicator on Filtered Dashboards

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 Indicator

You 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. 2.

Display the report where you want to modify a gauge indicator on the Analyze tab. 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.

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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 Indicator

You 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. 2.

Display the report where you want to delete a gauge indicator on the Analyze tab. 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 Dashboard

You 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. 2.

Display the report on the Analyze tab. In the Indicators task area, click the gauge indicator name. The Edit Gauge page appears.

3. 4.

In the Add Indicator to the Following Containers on My Personal Dashboard field, select the containers where you want to add the indicator. Click OK.

Troubleshooting
Data 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

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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. 2. 3. 4. 5. 6.

Open Windows Explorer. From the Tools menu, select Folder Options. Click File Types. Select the file extension mapping for .jsp file from the Registered File Types list. Click Delete. 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.

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CHAPTER 23

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

Overview
By 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:
Figure 23-1. Alerts Menu

Alerts tab

Alerts menu

You can also register the following alert delivery devices to have Data Analyzer send alerts to those devices:

Email Pager

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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 Alerts

The 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:
Table 23-1. Subject and Criteria when Searching for Alerts
Subject Triggered Alerts Criteria All New In Department In Category All That are Active In Department In Category All That are Active In Department In Category

Data Alert Rules

Report Update Alert Rules

After you create a query, you can save it as your default query.

Viewing the Alerts

From 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.

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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:
Figure 23-2. Alerts on the Alerts Tab

Alert notification icon for data alerts Alert notification icon for report update alerts

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:

Figure 23-3. Alert Summary

Remove button Mark as Read button Alert summary

The Alert Notification icons display to the left of the alert notifications.

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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.

Query for displaying the alerts 2. 3. 4. 5. 6. 7.

Go button

To display unread alerts only, create a query to show unread alerts. Click All, and select New. Click the Go button. To save a query as the default query, click Save as Default. To view alert summary information for any alert, click the alert notification. To read an alert notification, select the alert notification, and click the Mark as Read button. To delete an alert notification, select the alert notification, and click the Remove button. 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 Rules

You 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. -orCreate 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. 4. 5.

To save a query as the default query, click Set as Default. To deactivate an alert, clear Active for the alert rule. To activate the alert, select Active. 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.

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You cannot edit a report update alert rule.

8.

Click OK.

Viewing or Modifying the Alert Delivery Options

From 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 deliver y 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. 4.

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. 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. 6.

To suspend alert delivery indefinitely, in the Special Settings task area, select Do Not Send Alerts to My Email. Click OK to save delivery options.

Registering an Email Address for Alert Delivery

You 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. 4.

Select Email Address from Add a Delivery Option. 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. 6.

Enter a name for the email device. Enter and confirm the email address.

Modifying the From Email Address for Alerts

When 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 Delivery

You 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.

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The Set Up Devices for Alerts page appears.

3. 4.

Select Text Pager from Add a Delivery Option. Click Add. The Add Pager page appears.

5. 6.

Enter a name for the pager. 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. 8. 9.

Enter the area code and pager number of your pager. Choose to have alerts sent by your carrier, or sent through a wireless email address. 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.

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CHAPTER 24

Setting Up Report Alerts

This chapter includes the following topics:

Overview, 297 Working with Report Update Alerts, 297 Working with Data Alerts, 299

Overview
Use 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 users 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 Alerts

You 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 Alert

You 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. 2.

Display the report on the Analyze tab. From the Alerts task area, right-click Report Update Alert. A shortcut menu appears.

Shortcut menu

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. -orTo deactivate the alert, click Make Alert Inactive. The report update alert rule also appears on the Alerts tab.

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If you activate the alert, when the report updates, you receive a notification on the Alerts tab.

Notification for a report update alert

Working with Data Alerts

You 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:
Figure 24-1. Notification for a Data Alert on the Alerts Tab

Notification for a data alert

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.

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Table 24-1 shows the predefined alert schedules available depending on the frequency of the schedule of a cached report:
Table 24-1. Available Alert Schedules
Frequency of Report Schedule Every Minute, Hourly Types of Alert Schedules Available Daily, weekly, bi-weekly, monthly, quarterly Predefined Alert Schedules Everyday at noon Every day at midnight Every weekday 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter Every weekday 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter First day of every month Last day of every month First day of every quarter Last day of every quarter First day of every quarter Last day of every quarter No alert schedules available.

Daily

Weekly, bi-weekly, monthly, quarterly

Weekly

Bi-weekly, monthly, quarterly

Bi-weekly

Monthly, quarterly

Monthly Quarterly or less frequently

Quarterly No available alert schedules

For example, if a report updates on a weekly basis, you can choose from monthly and quarterly alert schedules.

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Figure 24-2 shows the alert schedules available for a report that updates on a weekly basis:
Figure 24-2. Available Alert Schedules for a Report that Updates on a Weekly Basis

Available alert schedules

Report schedule

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 Rules

When 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 selfreferential. 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.

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Figure 24-3 shows a self-referential alert rule:

Figure 24-3. Example of 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 Rules

Each 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 Rules

The 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 Rules

The 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.

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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 selfreferential 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:
Table 24-2. Available Operand Types for Each Operator
Operator Equals Available Operand Types Numeric Value Metric Percentage of Metric Numeric Value Metric Percentage of Metric Numeric Value Metric Percentage of Metric Numeric Value Percentage of Self Numeric value Percentage of Self Numeric Value Percentage of Self Numeric Value Metric Percentage of Metric Is Between Numeric Value Metric Percentage of Metric Example of Alert Rule Revenue = 10000 Revenue = Cost (for the same attribute values) Revenue = 110% of Cost (for the same attribute values) Revenue <= 10000 Revenue <= Cost (for the same attribute values) Revenue <= 110% of Cost (for the same attribute values) Revenue >= 10000 Revenue >= Cost (for the same attribute values) Revenue >= 110% of Cost (for the same attribute values) Current revenue rose by 5000.00 or more to 20000.00 Current revenue rose by 10.00 or more to 13,719,611.00 Current revenue fell by 5000.00 or more to 20000.00 Current revenue fell by 10.00 or more to 13,719,611.00 Current revenue rises or falls by $10,000 Current revenue rises or falls by 15% Revenue rises above $60,000 or falls below $40,000 Expense 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) Revenue is between $40,000 and $60,000 Expenses is between Cost and Revenue (for the same attribute values) Revenue is between 10% and 20% of Cost (for the same attribute values)

Less Than or Equal to Greater Than or Equal to Rises By Falls By Rises or Falls By Rises Above or Falls Below

Data Alerts Tasks

You 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.

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Setting a Data Alert

You 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. 2.

Display the report on the Analyze tab. To set the alert on a metric value, click the metric value for the alert. Data Analyzer highlights the selected metric value.

Selected metric value

Alert button

-orTo 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-

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Right-click the selected metric value, and click Set Alert. Data Analyzer displays the Alerts tab.

Select Operator list

Metric value for the alert rule

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.

Select Operand Type list

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.

Select Operand Type button

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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:

Property Author Alert Message Description 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. 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 - Inactive Default is Active. To receive one notification from this alert and then deactivate the alert, select Trigger This Alert Once, Then Make it Inactive. 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. Click to display additional options. Category for the alert. Department for the alert. 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. User access for the alert. This field appears if you have write permission on the report. You can select from the following options: - Public - Personal Default 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.

Set Alert State

Set Alert Delivery Options

More Options Specify Category Specify Department Set Alert Schedule

Select Alert Rule as Public or Personal

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 Alert

From 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.
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To edit a data alert: 1. 2.

Display the report on the Analyze tab. From the Alerts task area, click the alert you want to modify. The Alerts tab displays the alert details.

3. 4.

Make the necessary changes. Click OK.

Deleting a Data Alert

From 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. 2.

Open the report on the Analyze tab. From the Alerts task area, click the alert to delete. The Alerts tab displays the alert details. -orRight-click the alert name.

3.

Click Delete. Data Analyzer deletes the alert from the report.

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CHAPTER 25

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 Password

The 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. 3.

Enter your old password. Enter your new password. The password can be between 1 and 80 characters long.

4. 5.

In the Confirm Password field, retype your new password. Click Apply. Data Analyzer saves the new password for your user account.

Note: Password changes are propagated to PowerCenter Security Framework.

Editing General Preferences

The 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. 2.

Click Manage Account. In the General Preferences task area, click Edit. The General Preferences task area appears in edit mode.

3.

Enter the following information:

Field Greeting Description 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. 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. 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. Display language for your user account. The language you select determines the numeric, date, and time formats for your user account. 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. 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 Hours Default is 24 Hours.

Font Size Interactive Charts, Graphs, and Indicators

Language Time Zone

Time Format

4.

Click OK.

Viewing Interactive Charts and Indicators

You 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.

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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 Preferences

The 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 Attributes

The 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 Pattern

When 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 Editing 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 Preferences

To edit report preferences: 1. 2.

Click Manage Account. In the Report Preferences task area, click Edit. The Report Preferences task area appears in edit mode.

3.

Enter the following information:

Field Default Report View Description 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. 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. 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 326 Default is H:mm a.

Date Format

Timestamp Format

To enter a pattern for the Date Format or Timestamp Format, select or enter a format.
4.

Click OK.

Editing Your Personal Profile

A personal profile consists of the following information:
312

First name Middle name Last name

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. 2.

Click Manage Account. In the Personal Profile task area, click Edit. The Personal Profile task area appears in edit mode.

3.

Enter the following information:

Field First Name Middle Name Last Name Title Email Address Description Your first name. Your middle name. Your last name. Your function within your enterprise or within Data Analyzer. Titles do not affect roles or Data Analyzer privileges. 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. 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 ReplyTo Address field blank, Data Analyzer uses the email address as your reply-to address.

Reply-To Address

4.

Click OK.

Editing Your Personal Profile

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APPENDIX 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

Overview
You 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 Navigation
Use 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:
Table A-1. General Navigation
To complete the following task... Navigate to the next tab, button, icon, field, or check box. Navigate to the previous tab, button, icon, field, or check box. Select the tab, button, or icon that has focus. Go to the start of the Data Analyzer tabs (left of the Alerts tab). Go to the end of the Data Analyzer tabs (right of the Manage Account tab). Select a radio button within a group of radio buttons aligned vertically. Select a radio button within a group of radio buttons aligned horizontally. Select or clear a check box that has focus. Use this shortcut... Tab Shift+Tab Enter Alt+1 Alt+2 Up and down arrows Right and left arrows Space

Menus
Use 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:
Table A-2. Menu Navigation
To complete the following task... Open a menu that has focus. Navigate the menu items. Open a submenu. Close a submenu. Select the menu item that has focus and close the menu. 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. Close a menu. Use this shortcut... Enter, up arrow, or down arrow Up and down arrows Right arrow Left arrow Enter Enter Esc

Combo Boxes and List Boxes

Use the Tab key to navigate to and give focus to a combo box or list box.

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The following figure displays a combo box:

Combo box

The following figure displays a list box:

List box

Table A-3 lists the keyboard shortcuts for combo boxes and list boxes:
Table A-3. Combo Box and List Box Navigation
To complete the following task... Open a combo box that has focus. Navigate the combo box items. Select the combo box item that has focus and close the combo box. Navigate the list box items on the Internet Explorer browser. Use this shortcut... Alt+down arrow Up and down arrows Enter Shift+F8 to enter multiple selection mode. Up and down arrows to navigate. Ctrl+up arrow and Ctrl+down arrow Space

Navigate the list box items on the Mozilla Firefox browser. Select the list box item that has focus or clear the currently selected list box item.

Find Tab
To 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-4. Navigation of the Content Folders
To complete the following task... Navigate the folders in the Folders task area. Open a folder. Close a folder. Navigate to the Results task area to select an item in an open folder. Select a report, shared document, or public dashboard in the Results task area. Navigate from the Results task area to the Folders task area. Use this shortcut... Up and down arrows Right arrow Left arrow Tab Up and down arrows Shift+Tab

Find Tab

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Table Layout Tab in the Create Report Wizard

You 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:

Up arrow button

Row Attribute area

Column Attribute area

Data Analyzer moves the Group Desc attribute from the Row Attribute area to the Column Attribute area.

Report Table on the Analyze Tab

On 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... Select a metric cell. Select the column header for the current selected cell. Clear the selection of a column header. Select the row header for the current selected cell. Clear the selection of a row header. Select a block of metric cells. Select a non-contiguous group of metric cells. Use this shortcut... Arrow keys Ctrl+Shift+up arrow Ctrl+Shift+down arrow Ctrl+Shift+left arrow Ctrl+Shift+right arrow Shift+arrow keys Ctrl+arrow keys to give focus to other cells without changing the current selection Alt+arrow keys to select other cells

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Fiscal Calendar
Use the Tab key to navigate to and give focus to the arrow icon for a fiscal calendar. The following figure displays a fiscal calendar:
Year selection area Quarter and month selection area

Table A-6 lists the keyboard shortcuts for the fiscal calendar:
Table A-6. Fiscal Calendar Navigation
To complete the following task... Open a fiscal calendar that has focus. Navigate the cells in the quarter and month selection area. Select the current cell or clear the currently selected cell in the quarter and month selection area. Navigate to the year selection area. Navigate the buttons in the year selection area. Decrease or increase the year in the year selection area. Save and close the calendar. Use this shortcut... Enter, up arrow, or down arrow Arrow keys Enter Shift+Tab Tab Enter on the previous or next year buttons Enter on the save and close button or Esc

Common Calendar
Use the Tab key to navigate to and give focus to the arrow icon for a common calendar. The following figure displays a common calendar:

Year and month selection area Day selection area

Table A-7 lists the keyboard shortcuts for the common calendar:
Table A-7. Common Calendar Navigation
To complete the following task... Open a calendar that has focus. Navigate the cells in the day selection area. Select the current cell in the day selection area and close the calendar. Navigate to the year and month selection area. Use this shortcut... Enter, up arrow, or down arrow Arrow keys Enter Shift+Tab

Fiscal Calendar

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Table A-7. Common Calendar Navigation

To complete the following task... Navigate the buttons and year selection menu in the year and month selection area. Decrease or increase the month in the year and month selection area. Decrease or increase the year in the year and month selection area. Open the year selection menu that has focus. Navigate the years in the year selection menu. Select the current year in the year selection menu and close the menu. Save and close the calendar. Use this shortcut... Tab Enter on the previous or next month/year buttons Shift+Enter on the previous or next month/year buttons Enter, up arrow, or down arrow Up and down arrows Enter Esc

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APPENDIX B

Expression Syntax
This appendix includes the following topics:

Overview, 321 Function Syntax, 322 Constants, 323 Operators, 324 Dates, 326

Overview
When 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 Syntax

Table B-1 lists the general rules of syntax that apply to expressions:
Table B-1. Expression Syntax
Syntax Rule Enclose metric or attribute names in curly brackets as follows: {metric_name} 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. Use parentheses to define the order of execution. Data Analyzer evaluates the innermost set of parentheses before proceeding to the next. Surround arguments in parentheses as follows: function(argument) When using a metric or attribute, also use curly brackets: function({metric_name}) Syntax Rule {Sales}

{Sales|Sales}

To find the sum, then the product: (6*(4+8))

ABS({Profit})

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Table B-1. Expression Syntax

Syntax Rule 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. Data Analyzer does not support nested statistical functions. Syntax Rule For the AmorDegrC function, if you pass the CurrencyDecimals argument, you must also pass the DayCountBasis argument. The following functions are not supported: STDEV(ABS({Sales Qty})) VAR(ROUND({Sales Qty},2)) Functions not supported: SUM(ABS({Sales Qty})) MEDIAN(ROUND({Profit}))

Do not nest functions within aggregate functions.

Nulls
NULL 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 Functions

If 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 Argument

You 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 Syntax
A 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:

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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.

Constants
Use 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

Operators
Data 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. 2. 3. Arithmetic operators Comparison operators 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:
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

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:
Equation 8+5-2*8 8 + (5 - 2) * 8 Return Value -3 32

Arithmetic Operators
Use 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-3. Arithmetic Operators in Expressions
Operator +, Meaning Unary plus, unary minus. Unary plus indicates a positive value. Unary minus indicates a negative value.

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Table B-3. Arithmetic Operators in Expressions

Operator ^, *, /, % +, Meaning 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.

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 Operators
Use 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:
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

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 Operators
Use 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:
Table B-5. Logical Operators in Expressions
Operator ! Equivalent SQL Operator NOT Meaning 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.

Operators

325

Table B-5. Logical Operators in Expressions

Operator & | Equivalent SQL Operator AND OR Meaning Joins two conditions and returns TRUE if both conditions evaluate to TRUE. Returns FALSE if one condition is not true. Connects two conditions and returns TRUE if any condition evaluates to TRUE. Returns FALSE if both conditions are not true.

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

Dates
Data 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)

Calendar
Data 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 Strings

The 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.

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Using Date Format Strings in Functions

You can pass the DateFormat argument to certain functions. The value of the DateFormat argument is a casesensitive 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 Letters

Use 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 G y M Description Era designator. Year portion of date. 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. Week number in year. Week number in month. Day number in year. Day number in month. Day of week, returned as text. AM or PM marker, returned as text. Hour of day (0 to 23), where zero is 12 AM (midnight). Hour number in AM or PM (1 to 12). Minute number in hour. Second portion of date. Millisecond portion of date. Time zone, returned as text. Examples G returns AD. yyyy returns 2004. yy returns 04. M returns 8. MM returns 08. MMM returns Aug. MMMM returns August. w returns 34. W returns 3. D returns 233. d returns 20. E, EE, and EEE return Fri. EEEE returns Friday. a returns PM. H and HH return 16. hh returns 4. hh returns 04. m and mm returns 35. s returns 0. ss returns 00. S returns 000. z returns PMT.

w W D d E a H h m s S z

Dates

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INDEX

A
absolute ranking description 94 nested 95 setting 96 absolute time periods description 65 access permissions See also Data Analyzer Administrator Guide change permission 126 creating 127 Delete permission 126 exclusive 126 inclusive 126 read permission 126 security profile 124, 142 setting for dashboards 126 setting for reports 126 using wildcards 126 viewing and setting for Personal Folder 34 viewing for reports 14 write permission 126 accessibility keyboard navigation 315 accessing data lineage for reports 38 Active X controls enabling for the browser 311 adding attribute filters to a report 88 attributes to a report 195 basic calculations 199 chart indicators to personal dashboard 282 gauge indicators to personal dashboard 287 metric filters to a report 89 metrics to a report 194 related reports or documents to a report 187 report charts 225 report charts on Analyze tab 236 report charts on Create Report Wizard 232 report links to analytic reports 120 shared document links in folders 41 table indicators to personal dashboard 282 Administration tab See also Data Analyzer Administrator Guide described 15 Adobe SVG Viewer installation 310

advanced grouping mode for creating filters 74 aggregation suppressing in SQL query for a report 158 aggregation methods See Data Analyzer Schema Designer Guide alert delivery devices email 293 pager 294 alert delivery options modifying 293 suspending alert delivery 293 viewing 293 alert rules modifying 292 viewing 292 alert schedules description 299 for real-time reports 299 alert summary viewing 291 alerts See also data alerts See also report alerts See also personal alerts See also public alerts modifying From email address 294 reading 290 Alerts tab accessing alerts 290 described 10 viewing alerts 290 analysis filters CLOB values 184 description 184 analysis paths See analytic workflows analytic workflows adding report links 118 analysis filter 184 containing CLOB values 184 creating 113 detail view 185 example 114 filters in workflow reports 114 global view 185 nodes 114 primary reports 113 ranking filters 117

329

using 184 using existing reports 117 workflow reports 113 Analyze tab data lineage for a metric or attribute 191 described 13 displaying sectional report tables 101 hiding report metadata and data actions 107 Revert link 167 tasks 167 using report links 118 animation configuring polling intervals 275 for indicators 275 archiving dashboards 138 formats 138 reports 138 schedules 138 area report chart description 226 arithmetic operators description 324 using strings in expressions 325 attribute filters adding to a report 88 creating 74 creating a prompt 75 deleting from reports 90 description 73 editing 79 editing the SQL query 78 progressive filtering 75 using global variables 91 using system variables 75 viewing the SQL query 78 attributes See also Data Analyzer Schema Designer Guide accessing data lineage on Analyze tab 191 adding to a report 195 custom 219 description 59 hiding in report tables 107 in reports 2 modifying in reports 193 removing from a report 196 reports with attributes only 59 selecting for reports 59 terms in Data Analyzer 2 using filter identifiers 86 viewing descriptions 187 automatic subscription description 128

subtotals 198 summary 203 using in reports 201 basic metrics all reports 199 deleting 203 description 199 reports with time settings 200 summary 203 basic mode for creating filters 73 Between Dates time setting in reports 67 broadcasting cached reports 133 composite reports 145 dashboards 130 email 131 formats 130 on-demand reports 133 reports 130 saving to a network drive 132 schedules 133 state 131 summary of options for reports 133 broadcasting rules creating for dashboards 136 creating for reports 133 deleting for dashboards 137 deleting for reports 135 described 131 editing for dashboards 137 editing for reports 135 searching for recipients 137 bubble report chart description 226 sectional report tables 227 using 227 bursting See broadcasting

C
cached reports See also Data Analyzer Administrator Guide applying security 124, 142 broadcasting 133 defined 5 displaying 152 running 152 subscribing users 128 calculated metrics See Data Analyzer Schema Designer Guide calculations adding basic calculations 199 displaying in report charts 230 layout-dependent 197 performing on undefined values 201 predefined 197 report tables 197 sectional report tables 198 sum calculation for custom metrics 209

B
base attributes for custom attributes 219 basic aggregates cross tabular report tables 198 deleting 203 description 199

330

Index

categories in composite report properties 143 in report properties 125 change permission See access permissions chart indicators See also indicators adding to personal dashboard 282 adjusting size 279 creating 277 deleting 282 description 275 interactive 19 modifying 282 viewing on dashboards 19 charts See report charts circular gauge indicators description 283 CLOB data drilling 181 in analytic workflows 184 report links 119 suppressing GROUP BY clause 159 clock settings for your user account 310 colors modifying chart colors 246 column attributes description 100 columns drawing data series along table columns 229 combo report chart description 226 using 227 comments adding for dashboards 256 adding for reports 256 in composite report properties 143 in dashboard properties 125 in report properties 124 common calendar time settings in reports 64 comparison operators description 325 using strings in expressions 325 comparisons report time settings 66 composite reports adding comments 143 adding description 143 adding keywords 143 adding subreports 142 associating with categories 143 associating with departments 143 broadcasting 145 Create Composite Report Wizard 16 creating 6 defining report properties 143 description 5, 6 formatting 144 permissions 142 printing 148

setting as default 12 subscribing users 145 configuring default layout for dashboards 47 report links 120 rows per page 108 constants E 323 expressions 323 FALSE 323 PI 323 TRUE 323 containers described 17 on dashboards 46 content folders See also folders description 34 Context argument attributes 213 equal to operator 212 functions of Running category 215 keywords 214 null values 322 separators 212 syntax 212 Continuous Time time settings in reports 66 copying folders 36 reports 36 shared document links 36 Create Composite Report Wizard overview 6 Create Report Wizard overview 5 Create tab described 16 creating analytic workflows 113 broadcasting rules for dashboards 136 broadcasting rules for reports 133 chart indicators 277 composite reports 6 custom layouts for dashboards 46 custom metrics in advanced mode 207 custom metrics in simple mode 204 dashboard filters 51 dashboards 45 folders 39 gauge indicators 284 highlighting rules 176 indicators for multi-page reports 281 queries for search 28 report update alerts 298 reports 5 table indicators 277 cross tabular report tables attribute only 159 description 5 displaying charts 239 reports with time settings 101

Index

331

custom aggregates creating 211 cross tabular report tables 198 deleting 218 editing 218 layout 216 subtotals 198 using variables 216 custom attributes base attributes 219 creating in advanced mode 221, 222 creating in basic mode 219 description 219 editing in report 223 expressions 221 groups 219 layout-dependent 222 layout-dependent restrictions 212 ranking 93 removing from a report 196 saving to Schema Directory 224 using date or timestamp attributes 222 custom calendar time settings in reports 64 custom colors for row banding 108 custom layout for dashboards 46 custom metrics creating in advanced mode 207 creating in simple mode 204 deleting 209 description 203 expression 204 layout-dependent restrictions 212 non-numeric values 206 promoting 210 sum calculation in report table 209 summary 205, 208, 217 customizing personal dashboard 24 report charts 225

custom layouts 46 editing 24 emailing 254 exporting data 148, 252 filters 21 formatting 250 previewing 52 printing 251 searching content 47 searching for 28 selecting layout 46 setting as default 18 setting the default layout 47 subscribing users 128 types of 45 viewing 18 viewing indicator summary 19 viewing indicators 19 data row banding in reports 108 data actions hiding 107 data alerts deleting 307 description 299 modifying 307 user access 304 viewing alert summary 291 Data Analyzer interface 9 log in 7 log out 8 tasks for system roles 2 terms used 2 timeout 3 data lineage accessing for attributes on Create tab 60 accessing for metrics on Create tab 57 accessing for reports 38 accessing on Analyze tab 191 data restrictions See also Data Analyzer Administrator Guide in the SQL query for a report 156 security profile 124, 142 data restrictions icon described 14 DataAnalyzer.properties file configuring to subscribe users 129 editing for maps directory 246 modifying From email address for alerts 294 Date time setting in reports 67 date attributes filters 75 using in global variables 92 date format changing for reports with time settings 312 date format strings format letters 327 using in expressions 326 using in functions 327 date pattern entering 311

D
dashboards See also personal dashboard See also public dashboards adding comments 125 adding description 126 adding discussion 256 adding feedback 256 adding keywords 126 applying dashboard filters 22 archiving 138 broadcasting 130 changing indicator names 52 changing report names 52 changing shared document names 52 comments for 256 containers 46 creating 45

332

Index

date/time formats report tables 106 dates using in expressions 326 Day of Week Number time attribute 60 Day(s) of Week time setting in reports 67 decimal precision chart indicators 276 table indicators 276 default report view changing 312 default SQL description 154 delete permission See access permissions deleting attributes from a report 196 chart indicators 282 custom aggregates 218 custom metrics 209 data alerts 307 filters from reports 90 gauge indicators 287 highlighting rules 178 metrics from a report 194 public dashboards 37 report charts on Analyze tab 238 report charts on Create Report Wizard 236 report links 121 table indicators 282 departments in composite report properties 143 in report properties 125 description in composite report properties 143 in dashboard properties 126 in report properties 125 detail view analytic workflows 185 digital gauge indicators description 284 discussion on a dashboard 256 on a report 256 display options HTML and PDF documents 250 display settings report charts 234 report tables 107 displaying PivotTable 270 reports 152 sectional report tables 101 division by zero displaying in report table 107 drill filters description 178 drill paths primary 179 secondary 179

drilling anywhere in a report 182 changing granularity 182 drill filters 178 drill paths 179 example 179 into a report 178 into a report chart 183 results 180 with CLOB values 181

E
E constant description 323 editing attribute filters 79 dashboards 24 metric filters 83 report links 121 report preferences 311 SQL query for a metric filter 82 SQL query for a report 155 SQL query for an attribute filter 78 email alert delivery device 293 dashboards 254 modifying From alert address 294 reports 254 shared documents 42 Excel See Microsoft Excel Excel templates See Microsoft Excel templates exception highlighting See highlighting exclusions report time settings 66 exclusive permissions See access permissions exporting dashboard data overview 148, 252 with Japanese fonts 253 exporting report data Excel functions 271 Excel template areas 267 overview 148, 252 refreshing data 269 retaining Data Analyzer formatting 263 to Excel PivotTable 263, 265 to Microsoft Excel 263 using Excel template 263, 267 with Japanese fonts 253 expression syntax constants 323 date format strings 326 dates 326 functions 322 general rules 321 null values 322 operators 324

Index

333

F
FALSE constant description 323 feedback on a dashboard 256 on a report 256 filter identifiers description 86 hiding attributes 88 using in reports 86 filters See also attribute filters See also filtersets See also metric filters advanced grouping mode 74 advanced mode 73 applying dashboard filters 22 basic mode 73 creating dashboard filters 51 creating filtersets 83 dashboards 21 date attributes 75 deleting from reports 90 description 73 grouping 74 restricting removal from a report 73 simple grouping mode 74 summary 79 using filter identifiers 86 viewing the SQL query 73 workflow reports 114 filtersets creating in Create Report Wizard 84 creating on Analyze tab 84 description 83 using in reports 85 Find tab components 28 description 12 overview 27 subscribing to items 130 fiscal calendar time settings in reports 64 flagging reports 35 shared documents 35 flat gauge indicators description 283 folders adding shared document links 41 changing description 40 changing name 40 copying 36 creating 39 modifying information 40 moving 35, 36 moving items in folders 36 navigating 33 removing items from 37 renaming 40 shortcuts 40 viewing folder properties 39
334 Index

viewing information 40 viewing properties 37 viewing report properties 37 viewing shared document properties 41 fonts autosized for charts 232 changing size for your user account 310 settings for report tables 108 formats displaying in charts 231 highlighting rules 173 setting for report tables 106 formatting composite reports 144 dashboards 250 From email address for alerts modifying in DataAnalyzer.properties file 294 functions null handling 322 syntax 322 using date format strings 327

G
gauge indicators See also indicators adding to personal dashboard 287 circular 283 creating 284 deleting 287 description 275 digital 284 flat 283 interactive 19 modifying 286 trend 284 value ranges 283 viewing on dashboards 19 general preferences editing 309 geographic charts displaying 243 global variables See also Data Analyzer Schema Designer Guide date attribute values 92 using in attribute filters 91 global view analytic workflows 185 grand totals sectional report tables 102 granularity changing in reports with time settings 182 description 65 graphs See report charts greeting changing 310 grid lines configuring 241 GROUP BY clause suppressing in SQL query for a report 158

GroupBySuppression.GroupOnAttributePair property configuring 160 grouping filters 74 groups report charts 228 growth time settings in reports 200

H
help glossary See also Data Analyzer Schema Designer Guide viewing 187 hiding attributes in report tables 107 colored dots 233, 238 Hide Metadata button for charts 233, 238 metrics in report tables 107 report metadata and data actions 107 report tables 191 highlighting description 171 highlighting rules creating 176 deleting 178 formats 173 modifying 177 ranges 172 state 175 user access 175 Holiday Flag time attribute 60 horizontal bar report chart description 226 horizontal stacked bar report chart description 226 HTML document exporting dashboards 252 exporting reports 252 setting display options 250

viewing on dashboards 19 viewing summary on dashboards 19 interactive charts drilling 183 setting in the Manage Accounts tab 310 interactive graphs See interactive charts interactive indicators setting in the Manage Accounts tab 310 viewing on a dashboard 19 interface Data Analyzer 9 invalid characters Report Name field 164, 169

K
keyboard navigation accessibility 315 keywords in composite report properties 143 in dashboard properties 126 in report properties 125

L
labels overlapping in report charts 239 language See also Data Analyzer Administrator Guide displaying report charts 242 setting language display 310 user account 3 layout creating custom for dashboards 46 selecting for dashboards 46 setting a default for dashboards 47 setting for report table 100 layout context using 212 layout keywords using in expressions 214 layout-dependent custom attribute restrictions 212 custom metric restrictions 212 layout-dependent custom attributes description 222 layout-dependent metric calculations description 197 legends report charts 234 line bar combo report chart description 226 line report charts displaying statistics 231 log in changing password 309 Data Analyzer 7 log out Data Analyzer 8 logical operators description 325
Index 335

I
inclusive permissions See access permissions indicators animation 275 changing name on dashboards 52 charts 275 creating 273 description 273 gauges 275 position-based 274 refreshing 20 tables 275 trend 284 troubleshooting 287 user access 275 value-based 274 value-based indicators with time settings 274 viewing interactive indicators 310

M
Manage Account tab described 16 managing subscriptions 130 manual subscription description 128 message for empty reports 108 metadata for reports 14 hiding in a report 107 metric filters adding to a report 89 aggregation method 80 creating 80 creating a prompt 81 deleting from reports 90 description 73 editing 83 editing the SQL query 82 viewing the SQL query 82 metrics See also Data Analyzer Schema Designer Guide accessing data lineage on Analyze tab 191 adding to a report 194 custom 203 description 55 display formats 106 displaying as rows 104 displaying totals 190 hiding in report tables 107 in reports 2 modifying in reports 193 promoting custom metrics to schema 210 removing from a report 194 reports with metrics only 55 selecting for reports 55 suppressing aggregation in SQL query 158 terms in Data Analyzer 2 viewing descriptions 187 Microsoft Excel displaying reports as PivotTables 270 exporting report data 263 exporting to PivotTable 265 exporting using a template file 267 setting security level 260, 269 template worksheets 260 working with templates 259 Microsoft Excel templates creating 260 deleting 262 editing 262 example usage 259, 267 exporting using Excel template 267 managing 262 refreshing data 270 uploading to Data Analyzer repository 262 working with 259 worksheets 260 Microsoft Office Web Component displaying reports as PivotTables 270
336 Index

Microsoft SOAP Toolkit installation 272 modifying alert delivery options 293 alert From address 294 alert rules 292 chart indicators 282 data alerts 307 gauge indicators 286 highlighting rules 177 profiles 312 report chart colors 246 report charts on Analyze tab 238 report charts on Create Report Wizard 235 shared documents 41 table indicators 282 moving items on Find tab 36 moving average time settings in reports 200 moving total time settings in reports 200 multi-pie report chart description 226

N
navigating folders 33 report links 119 navigation keyboard 315 non-numeric values custom metrics 206 null values Context argument 322 displaying in report charts 235 displaying in report tables 110 expressions 322 number of rows per page configuring 108 numbering data in report tables 110 rows in report tables 107 numeric precision See decimal precision

O
on-demand reports broadcasting 133 description 5 running 152 using stored procedures in the SQL query 162 operators arithmetic 324 comparison operators 325 expression syntax 324 logical operators 325 using strings in arithmetic 325 using strings in comparison 325

ordering report links 121

P
pager alert delivery device 294 pagination rows per page 108 pareto report chart description 226 passwords changing 309 patterns entering for date or timestamp attributes 311 PDF document exporting dashboards 252 exporting reports 252 exporting reports with Japanese fonts 253 setting display options 250 percent change in growth time settings in reports 200 percent growth time settings in reports 200 percent ranking description 96 setting 97 percentage basic metric calculation 199 permissions See access permissions personal alerts description 304 personal dashboard adding chart indicators 282 adding gauge indicators 284 adding reports 43 adding shared document links 43 adding table indicators 282 overview 17 Personal Folder See also folders access permissions 34 description 34 sharing items 34 personal profile editing 312 personal user access data alerts 304 indicators 275 PI constant description 323 pie report chart description 226 pivoting reports tables 189 PivotTable displaying a report 270 dynamic charts 270 exporting to Excel 265 report size limitation 270

polling intervals configuring for indicators with animation 275 description 275 predefined system variables using in the SQL query for a report 157 previewing dashboards 52 primary reports analytic workflows 113 printing composite reports 148 dashboards 251 reports 251 profile modifying 312 progressive filtering description 75 promoting custom metrics 210 prompts creating for attribute filters 78 creating for filtersets 86 creating for metric filters 81 creating for metrics 58, 62 creating for time settings 70 description 7 viewing reports 152 properties defining for composite reports 143 defining for public dashboards 125 defining for reports 123 provider-based security applying to a report 124 broadcasting rules 133 description 124, 142 public alerts description 304 public dashboards defining properties 125 deleting 37 description 45 publishing 53 Public Folders See also folders description 34 public user access data alerts 304 indicators 275 publishing public dashboards 53

Q
queries See also searching to search for content 28 query governing setting for reports 125

Index

337

R
ranges gauge indicators 283 highlighting rules 172 ranking See also absolute ranking See also percent ranking custom attributes 93 in workflow reports 117 reports with time settings 93 setting criteria 93 summary 96 ranking SQL statement described 94 read permissions See access permissions reading alerts 290 real-time reports data alerts 297 description 5 indicators 275 trend gauge indicators 284 recipients broadcasting 137 refinements comparisons 66 description 66 exclusions 66 refreshing data Excel function 271 in an Excel file 269 in Excel templates 270 indicators 20 installing Microsoft SOAP Toolkit 272 setting browser to check for new pages 20 viewing new rows and columns 270 registering alert devices 289 related reports adding to a report 187 relative time periods description 65 removing See deleting renaming folders 40 report alerts See also data alerts See also report update alerts description 297 report charts See also geographic charts 2Y bar 225 2Y line 226 3Y bar 225 4Y bar 226 5Y bar 226 adding 225 adding on Analyze tab 236 adding on Create Report Wizard 232 area 226
338 Index

autosized fonts 232 bubble 226 combo 226 customizing 225 deleting on Analyze tab 238 deleting on Create Report Wizard 236 display settings 234 displaying a section of a table 239 displaying calculations 230 displaying data 228 displaying for cross tabular report tables 239 displaying for sectional report tables 239 displaying in another language 242 displaying metric formats 231 displaying null values 235 displaying on Analyze tab 239 draw series along table columns 229 draw series along table rows 229 drilling into 183 geographic charts 243 grid lines 241 groups 228 horizontal bar 226 horizontal stacked bar 226 horizontal waterfall 226 legends 234 line bar combo 226 modifying chart colors 246 modifying on Analyze tab 238 modifying on Create Report Wizard 235 multi-pie 226 overlapping labels 239 overview 225 pareto 226 pie 226 scatter 226 series 228 stacked area 226 stacked bar 226 stacked bar combo 226 stacked line 226 standard bar 226 standard line 226 standard waterfall 226 summary 235 types 225, 233 using interactive charts option 310 viewing interactive charts 310 report data actions icon described 14 in report 108 report icons data restrictions 14 ownership 14 permissions 14 report data actions 14 report metadata 14 report links adding 120 CLOB data 119 overview 118 report metadata icon described 14

in report 108 report owner name 14 report preferences editing 311 report properties composite reports 143 defining 123 report tables calculations 197 changing display 188 cross tabular 5 date/time formats 106 display settings 107 displaying metrics as rows 104 formats for metrics 106 hiding 191 hiding attributes 107 hiding metrics 107 pivoting 189 sectional 5 setting fonts 108 setting formats 106 setting layout 100 setting sort orders 111 sorting 188 tabular 5 report update alerts creating 298 description 297 report view changing the default 312 reports See also cached reports See also on-demand reports See also real-time reports accessing in folders 33 adding a chart 225 adding comments 124 adding custom attributes 219 adding custom metrics 203 adding description 125 adding discussion 256 adding feedback 256 adding keywords 125 adding related documents 187 adding related reports 187 adding to personal dashboard 43 archiving 138 associating with categories 125 associating with departments 125 attributes only 59 broadcasting 130 changing name on dashboards 52 comments for 256 configuring row numbers 107, 110 copying on Find tab 36 creating 5 creating analytic workflows 113 creating filtersets 83 creating sort orders 111 custom attributes 219 customizing report charts 225

data lineage 38 defining report properties 123 description 5 displaying 152 drilling 178 drilling anywhere 182 emailing 254 exporting data 148, 252 flagging 35 hiding metadata and data actions 107 indicators for multi-page report 281 invalid characters for Report Name field 164, 169 message for empty reports 108 metadata 14 metrics only 55 modifying attributes 193 modifying metrics 193 moving within folders 35, 36 overview of report-level tasks 167, 249, 259 pivoting report tables 189 printing 251 prompts 7 ranking data 93 real-time 5 removing from folders 37 report links in analytic workflows 118 row banding 108 running 152 saving 164 saving as new report 168 searching for 28 selecting attributes 59 selecting calendar 64 selecting granularity 65 selecting metrics 55 selecting refinements 66 selecting time periods 65 setting as default 11 setting filters and rankings 63, 73 setting format and style 99 setting report table formats 106 setting report table layout 100 setting the time 63 subscribing users 128 time keys 56 undoing changes on the Analyze tab 167 unsubscribing users 129 update setting 124 viewing information 38 Revert link on Analyze tab 167 row attributes description 100 row banding in reports 108 row numbers in report tables 107, 110 rows configuring for each page 108 draw data series along table rows 229 running reports 152

Index

339

running average basic metric calculations 200 running category functions using Context argument 215 running total basic metric calculations 200

S
saving as new report 168 reports 164 scatter report chart description 226 scheduled reports See cached reports searching content for dashboards 47 created by 32 dashboards 28 number of items returned 29 reports 28 shared documents 28 using wildcards 4 valid values 29 with keyword 32 section attributes description 101 sectional report tables calculations 198 creating 101 description 5 displaying 101 displaying charts 239 grand totals 102 subtotals 102 security provider-based 124, 142 user-based 124, 142 security profiles description 124, 142 provider-based security 124 user-based security 124 series report charts 228 setting report table formats 106 report table layout 100 report table sort orders 111 shared documents accessing in folders 33 adding links to personal dashboard 43 changing description 41 changing link name 41 changing name on dashboards 52 changing URL address 41 description 41 emailing 42 flagging 35 links in folders 41 moving links in folders 35, 36 removing links in folders 37

searching for 28 URL address syntax 41 viewing properties 37 shortcuts folders 40 show statement components 29 results 30 simple grouping mode for creating filters 74 size adjusting for chart indicators 279 smart averaging See true averages SOAP Toolkit See Microsoft SOAP Toolkit sort orders setting for report tables 111 sort sequences See also Data Analyzer Schema Designer Guide report tables 112 sorting report tables 188 SQL hints using 163 SQL query for a filter editing for attribute filters 78 editing for metric filters 82 viewing 73 SQL query for a report data restrictions 156 editing 155 ranking SQL statement 94 SQL hints 163 suppressing GROUP BY clause 158 using stored procedures 162 using system variables 157 viewing 154 SQL_SYSDATE system variable using 157 stacked area report chart description 226 stacked bar combo report chart description 226 stacked bar report chart description 226 stacked line report chart description 226 standard bar report chart description 226 standard line report chart description 226 statistics displaying in line charts 231 stored procedures using in the SQL query for a report 162 subreports adding to composite reports 142 subscribing expiration 129 from Find tab 130 from View tab 129 managing subscriptions 130

340

Index

manually 129 users to a composite report 145 users to a dashboard 128 users to a report 128 subscription list adding items 130 description 10 subtotals aggregate calculations 198 sectional report tables 102 sum calculation for custom metrics 209 summary basic aggregate calculations 203 basic metric calculations 203 custom metrics 205, 208, 217 filters 79 rankings 96 report charts 235 sectional report tables 102 time settings 71 suspending alert delivery 293 syntax expressions 321 system variables SQL_SYSDATE 157 SYSTEM_TIME_ISOSTR 157 USER_FIRST_NAME 157 USER_GROUP_NAMES 157 USER_GROUP_NAMES_STR 157 USER_LAST_NAME 157 USER_LOGIN 157 using in attribute filters 75 using in the SQL query for a report 157 SYSTEM_TIME_ISOSTR system variable using 157

using in reports 60 time formats setting for your user account 310 Time from Most Recent to Least Recent time settings in reports 66 time keys selecting for a report 56 time periods absolute 65 list of 68 relative 65 time settings creating prompts 70 reports 63 selecting calendar 64 selecting granularity 65 selecting refinements 66 selecting time periods 65 summary 71 time zone setting 310 timeout Data Analyzer 3 timestamp attributes setting date/time formats for a report 106 timestamp format changing for reports with time settings 312 timestamp pattern entering 311 totals displaying metric totals 190 traffic lighting See highlighting trend gauge indicators description 284 TRUE constant description 323

T
table indicators See also indicators adding to personal dashboard 282 creating 277 deleting 282 description 275 modifying 282 viewing on dashboards 19 tables See report tables tabular report tables description 5 tasks Data Analyzer 2 templates See Microsoft Excel templates terms Data Analyzer 2 time attributes Day of Week Number 60 Holiday Flag 60 using in Context argument 213

U
undefined values displaying in report table 107 performing calculations 201 unsubscribing users from a report 129 updating reports 124 uploading Microsoft Excel template 262 URL address shared documents 41 user account language 3 modifying greetings 309 modifying personal profiles 312 USER_FIRST_NAME system variable using 157 USER_GROUP_NAMES system variable using 157 USER_GROUP_NAMES_STR system variable using 157

Index

341

USER_LAST_NAME system variable using 157 USER_LOGIN system variable using 157 user-based security applying to a report 124 broadcasting rules 133 description 124, 142 using SQL hints 163

write permission See access permissions

Y
2Y bar report chart description 225 2Y line report chart description 226 3Y bar report chart description 225 4Y bar report chart description 226 5Y bar report chart description 226

V
value context using 212 value keywords using in expressions 214 View tab described 10 set composite report as default 12 set dashboard as default 18 set report as default 11 subscribing to items 129 viewing alert delivery options 293 alert rules 292 dashboards 18 descriptions of attributes and metrics 187 feedback on a dashboard 256 feedback on a report 256 folder properties 39 help glossary 187 reports 152 SQL query for a filter 73 SQL query for a report 154 triggered alerts 292

W
waterfall report chart description 226 web settings changing passwords 309 modifying general preferences 309 modifying personal profiles 312 Week(s) Numbered time setting in reports 67 Weekends time setting in reports 67 wildcards in searches 29 searching user directory 126 searching with 4 workflow reports analytic workflows 113 creating 116 filters 114 using 185 using existing reports 117 viewing comments 186 workflows See analytic workflows
342 Index

NOTICES
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