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Table Of Contents

Informatica Customer Portal
Informatica Knowledge Base
Introduction
Data Analyzer Basics
Tasks
Terms
Timeout
Language
Wildcard Search
Using the LDAP Directory Service
Data Analyzer Reports
Types of Reports
Types of Report Tables
Creating Reports
Creating Composite Reports
Prompts for On-Demand Reports
Logging in to Data Analyzer
Data Analyzer Login Page Display Language
Overview
Alerts Tab
View Tab
Displaying a Report on the View Tab
Displaying a Composite Report on the View Tab
Displaying a Dashboard on the View Tab
Find Tab
Analyze Tab
Report Details
Report details
Report Tasks
Administration Tab
Create Tab
♦Create Report Wizard
♦Create Composite Report Wizard
Create Report Wizard
Create Composite Report Wizard
Create Dashboard Wizard
Manage Account Tab
Dashboard Content
Dashboard Tasks
Viewing a Dashboard
Viewing Indicators on a Dashboard
Interacting with Chart and Gauge Indicators
Refreshing Indicators on a Dashboard
Steps to Refresh Indicators on a Dashboard
Using Dashboard Filters
Applying Dashboard Filters
To apply dashboard filters:
Using the *No Filter Selection
Editing a Dashboard
Searching for Data Analyzer Content
Creating a Query for a Search
Search Results
Saving the Query
Steps for Creating a Query
Using a Previously Saved Query
To use a previously saved query:
Navigating the Content Folders
Using the Content Folders
Opening an Item in the Content Folders
Flagging an Item
Moving or Copying an Item
Deleting an Item
Viewing the Properties for an Item
Viewing Report Properties
Accessing Data Lineage for a Report
Working with Folders
Creating a Folder
Editing a Folder
Creating a Shortcut to a Folder
To create a shortcut to a folder:
Working with Shared Documents
Adding a Link to a Shared Document
To add a link to a shared document:
Editing a Shared Document
Emailing a Shared Document
To email a shared document:
Adding a Report or Shared Document to Personal Dashboards
Public Dashboards
Personal Dashboards
Selecting Layout and Content
Selecting a Layout
Creating a Custom Layout
Setting a Default Layout
Creating a Query to Search for Content
Steps for Selecting Layout and Content for Dashboards
Creating Dashboard Filters
Calendar
Time Period
Relative Time Period
Absolute Time Period
Granularity for the Time Period
Refinements for the Time Period and Granularity
♦Display settings
Comparisons
Display Settings
Exclusions
Prompts for Time Settings in a Report
Steps for Adding Time Settings to a Report
Editing Time Keys
Types of Filters
Grouping Multiple Filters
Filters and Filtersets for Composite Reports
Creating an Attribute Filter
Filters on Date Attributes
Using Progressive Filtering
Creating Prompts Based on an Attribute Filter
Steps for Creating an Attribute Filter
Editing an Attribute Filter
To edit an attribute filter:
Creating a Metric Filter
Applying Metric Filters to Granular Data
Steps for Creating a Metric Filter
Editing a Metric Filter
Working with Filtersets
Creating a Filterset
Applying an Existing Filterset to a Report
Setting a Filter Identifier
Adding or Deleting a Filter on the Analyze Tab
Adding an Attribute Filter on the Analyze Tab
Adding a Metric Filter on the Analyze Tab
Deleting a Filter on the Analyze Tab
Using a Global Variable
Using Global Variables with Date Attribute Values
Ranking Custom Attributes
Ranking Reports with Time Settings
SQL Statements for Ranked Reports
Setting Absolute Ranking Criteria
Setting Percent Ranking Criteria
Setting Report Table Layout
Tabular Report Tables
Cross Tabular Report Tables
Sectional Report Tables
Displaying Metrics as Rows
Steps for Setting Report Table Layout
Setting Report Table Formats
♦Formats for metrics
♦Date and time formats
Formats for Metrics
Date and Time Formats
Row Numbers
Hiding Report Metadata and Data Actions
Row Banding
Empty Report Message
Pagination
Page Setup
Steps for Setting Report Table Formats
Creating a Report Table Sort Order
Creating an Analytic Workflow
Creating a Workflow Report
Using an Existing Report as a Workflow Report
Creating Report Links
Adding a Report Link
Editing a Report Link
Defining Report Properties
Applying Security to a Report
♦Provider-based security
User-Based Security
Provider-Based Security
Steps for Defining Report Properties
Defining Dashboard Properties
To define dashboard properties:
Setting Permissions on a Report or Dashboard
Subscribing Users to a Report or Dashboard
Subscribing Users to a Cached Report
Unsubscribing to a Cached Report
Manually Subscribing Users to a Report or Dashboard
To manually subscribe users to a report or dashboard:
Manually Subscribing to an Item from the View Tab or Find Tab
Managing Subscriptions
Broadcasting a Report or Dashboard
State of a Broadcasting Rule
Broadcast Types
Saving to a Network Drive
Broadcast Formats
Scheduling Broadcasts
Broadcasting a Report
Broadcasting a Dashboard
Creating Broadcasting Rules for Dashboards
Searching for Recipients with Data Analyzer Accounts
Archiving a Report or Dashboard
Archive Formats
Steps for Archiving a Report or Dashboard
Creating a Composite Report
Using a Query to Search for a Composite Report
Steps to Create a Composite Report and Add Subreports
Applying Security to a Composite Report
Defining Composite Report Properties
Steps to Set Properties
To define composite report properties:
Setting Permissions for a Composite Report
Formatting a Composite Report
Customizing Display Options for Composite Reports
Publishing a Composite Report
Subscribing Users to a Composite Report
Broadcasting a Composite Report
Defining Broadcasting Rules for a Composite Report
Displaying a Composite Report
Sharing Composite Reports
Printing a Composite Report
To print a composite report:
Exporting Composite Report Data
Emailing a Composite Report
Working with Composite Report Feedback
Displaying Report Results
Displaying Reports with Prompts
Steps to Display a Report
Viewing the Query for a Report
Editing the SQL Query for a Report
Multiple SQL Statements
Data Restrictions in the SQL
Using System Variables
Suppressing the GROUP BY Clause
Suppressed GROUP BY Clauses in Cross Tabular Report Tables
Using Reports with Edited SQL
Steps for Editing the SQL Query
Using Stored Procedures in the Edited SQL Query
To use a stored procedure in the edited SQL query:
Using SQL Hints
Saving a Report
Report Level Tasks
Data Level Tasks
Saving an Existing Report as a New Report
Editing a Report
Highlighting Metric Values
Understanding Ranges
Understanding Formats
Understanding State
Understanding User Access
Hiding Metric Values
Creating a Highlighting Rule
Editing a Highlighting Rule
Deleting a Highlighting Rule
Drilling into a Report
Example
Results of Drilling
Viewing Help Glossary Descriptions
Changing the Data Display
Sorting a Report Table
Pivoting a Report Table
Displaying Metric Totals
Hiding the Report Table
Accessing Data Lineage for a Metric or Attribute
Deleting a Metric from a Report
Deleting an Attribute from a Report
Layout-Dependent Metric Calculations
Subtotals
Calculations in Cross Tabular Report Tables
Calculations in Sectional Report Tables
Adding Basic Metric and Aggregate Calculations
Basic Metric Calculations for All Reports
Basic Metric Calculations for Reports with Time Settings
Basic Aggregate Calculations
Performing Calculations on Undefined Values
Steps for Adding Basic Metric and Aggregate Calculations
Deleting Basic Metric and Aggregate Calculations
Working with Custom Metrics
Creating a Custom Metric in Simple Mode
To create a custom metric in simple mode:
Creating a Custom Metric in Advanced Mode
Editing a Custom Metric
Deleting a Custom Metric
Configuring the Sum and Average Calculations
Promoting a Custom Metric
Working with Custom Aggregates
Setting the Context for a Function
Types of Contexts
Syntax for the Context Argument
Keywords
Setting the Context for Functions of Running Category
Layout of Custom Aggregates
Steps for Creating a Custom Aggregate
Editing a Custom Aggregate
To edit a custom aggregate:
Deleting a Custom Aggregate
To delete a custom aggregate:
Creating Groups for a Custom Attribute
Creating an Expression for a Custom Attribute
Creating Layout-Dependent Custom Attributes
Creating a Custom Attribute Based on a Date or Timestamp Attribute
Steps for Creating a Custom Attribute Expression
Editing a Custom Attribute
To edit a custom attribute:
Saving Custom Attributes to the Schema Directory
Types of Report Charts
Bubble Charts
Combo Charts
Displaying Data in a Report Chart
Methods for Plotting Charts
Displaying Calculations in a Chart
Displaying Statistics in a Line Chart
Displaying Metric Formats in a Chart
Working with Report Charts on the Create Report Wizard
Adding a Report Chart on the Create Report Wizard
To add a report chart on the Create Report Wizard:
Modifying a Report Chart on the Create Report Wizard
To modify a report chart on the Create Report Wizard:
Deleting a Report Chart on the Create Report Wizard
To delete a report chart on the Create Report Wizard:
Working with a Report Chart on the Analyze Tab
Adding a Report Chart on the Analyze Tab
To add a report chart on the Analyze tab:
Modifying a Report Chart on the Analyze Tab
To modify a report chart on the Analyze tab:
Deleting a Report Chart on the Analyze Tab
To delete a report chart on the Analyze tab:
Customizing the Display of a Report Chart
Displaying a Part of a Report in a Chart
Displaying Charts for Cross Tabular Report Tables
Displaying Charts for Sectional Report Tables
Configuring the Grid Lines for a Report Chart
Displaying Report Charts in Another Language
Displaying Geographic Charts
Using Maps as Charts
Associating a Map with More than One Attribute
Steps to Display Geographic Charts for a Report
Editing DataAnalyzer.properties to Set the Map Directory
Modifying Report Chart Colors
Modifying the Default Chart Colors
To modify the default chart colors:
Assign a Chart Color to an Attribute Value
Troubleshooting
Setting Up HTML and PDF Display Options
To set HTML and PDF display options:
Printing a Report or Dashboard
To print a report or dashboard:
Exporting Report or Dashboard Data
Exporting Data to HTML
Exporting Data to PDF
Exporting Data to CSV
Steps to Export Report or Dashboard Data
To export report or dashboard data:
Exporting Reports or Dashboards Containing Japanese Fonts to PDF
Emailing a Report or Dashboard
To email a report or dashboard:
Selecting Email Recipients from the LDAP Directory Service
Adding Comments to a Report or Dashboard
Adding and Viewing Feedback on a Report or Dashboard
Adding Feedback
Viewing or Deleting Feedback
Working with a Microsoft Excel Template
Creating the Excel Template
Uploading the Excel Template
Editing an Excel Template
To edit an Excel template:
Deleting an Excel Template
Exporting Report Data to Microsoft Excel
Retaining Data Analyzer Formatting
Exporting to an Excel PivotTable
Exporting Report Data Using an Excel Template
Refreshing Data in an Excel File
To refresh data in an Excel file:
Displaying a Report as a Microsoft Excel PivotTable
Excel PivotTables and Charts
Installing Microsoft SOAP Toolkit
To install Microsoft SOAP Toolkit:
Value-Based Indicators
Position-Based Indicators
Display Images for Indicators
User Access for Indicators
Displaying Indicators on Dashboards
Animation for Indicators
Working with Chart and Table Indicators
Chart Indicators
Table Indicators
Creating a Chart or Table Indicator
To create a chart or table indicator:
Selecting Values for an Indicator in a Report with Multiple Pages
Modifying a Chart or Table Indicator
To modify a chart or table indicator:
Deleting a Chart or Table Indicator
To delete a chart or table indicator:
Adding a Chart or Table Indicator to a Personal Dashboard
To add a chart or table indicator to your personal dashboard:
Working with Gauge Indicators
Value Ranges
Text Labels for Value Ranges
Display Types of Gauge Indicators
Creating a Gauge Indicator
Modifying a Gauge Indicator
To modify a gauge indicator:
Deleting a Gauge Indicator
Adding a Gauge Indicator to Your Personal Dashboard
To add a gauge indicator to your personal dashboard:
Accessing Your Alerts
Viewing the Alerts
Viewing or Editing the Alert Rules
Viewing or Modifying the Alert Delivery Options
Registering an Email Address for Alert Delivery
Modifying the From Email Address for Alerts
Registering a Pager for Alert Delivery
Working with Report Update Alerts
Activating or Deactivating a Report Update Alert
To activate or deactivate a report update alert:
Working with Data Alerts
Data Alert Rules
Data Alerts Tasks
Changing Your Password
Editing General Preferences
Viewing Interactive Charts and Indicators
Editing Report Preferences
Changing the Display of Date and Time Attributes
Entering a Date or Timestamp Pattern
Steps for Editing Report Preferences
Editing Your Personal Profile
General Navigation
Menus
Combo Boxes and List Boxes
Table Layout Tab in the Create Report Wizard
Report Table on the Analyze Tab
Fiscal Calendar
Common Calendar
General Rules of Syntax
Nulls
Function Syntax
Constants
Operators
1.Arithmetic operators
Arithmetic Operators
Comparison Operators
Logical Operators
Dates
Date Format Strings
INDEX
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DA 86 UserGuide

DA 86 UserGuide

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Published by Chandresh Olaniya

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Published by: Chandresh Olaniya on Sep 01, 2011
Copyright:Attribution Non-commercial

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