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DA 86 UserGuide

DA 86 UserGuide

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Sections

  • 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
  • Previewing a Dashboard
  • Publishing a Public Dashboard
  • Reports with Metrics Only
  • Adding a Metric to a Report
  • Prompts for Metrics in a Report
  • Time Keys
  • Creating a Query to Search for Metrics
  • Accessing Data Lineage for a Metric
  • Steps for Adding a Metric to a Report
  • Reports with Attributes Only
  • Adding an Attribute to a Report
  • Prompts for Attributes in a Report
  • Time Attributes
  • Creating a Query to Search for Attributes
  • Accessing Data Lineage for an Attribute
  • Steps for Adding an Attribute to a Report
  • 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
  • Steps for Drilling into a Report
  • Changing Granularity of a Report with Time Settings
  • Drilling Anywhere in the Report
  • Drilling into a Report Chart
  • Using Analytic Workflows
  • Adding a Related Link
  • 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

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

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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
Table of Contents vii

. . . . . . . . 142 Applying Security to a Composite Report . . . . . . . . . 151 Overview . . . . . . . . . . . . 156 Using System Variables . . . . . . . 143 Steps to Set Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Emailing a Composite Report . . . . . . . . . . . . . . . . . . . . 145 Broadcasting a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Chapter 14: Running a Report . . . 144 Customizing Display Options for Composite Reports . . . . . . . . . . . 143 Setting Permissions for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Understanding User Access . . . . . . . 148 Exporting Composite Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Editing the SQL Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . 168 Editing a Report . . . . . . . . . . . . . . . . . . . 171 Understanding Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Sharing Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Highlighting Metric Values . . . . . . 168 Saving an Existing Report as a New Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Using Reports with Edited SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Multiple SQL Statements . . . . . . . . . . . . . . . . 154 Viewing the Query for a Report . . . . . . . . . . . 145 Defining Broadcasting Rules for a Composite Report . 161 Using Stored Procedures in the Edited SQL Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 viii Table of Contents . . . . . . . . . . . . . . . . . . . 146 Displaying a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Displaying Report Results . . . . . . . . . . . . . . .Steps to Create a Composite Report and Add Subreports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Steps to Display a Report . . 144 Publishing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Suppressing the GROUP BY Clause . . . . . . 148 Printing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Understanding State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Using SQL Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Data Restrictions in the SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Working with Composite Report Feedback . . . . . . . . . . . . . 163 Saving a Report . . . . . . . . . . . . . . 152 Displaying Reports with Prompts . . . . . 143 Formatting a Composite Report . . . . . . . . . . . 167 Report Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Steps for Editing the SQL Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Defining Composite Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Understanding Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Chapter 15: Analyzing a Report. . . . . 145 Subscribing Users to a Composite Report . . . . . . . . . . . . . . . . . . . 167 Data Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . 188 Pivoting a Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Editing a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Subtotals . . . . . . . . . . . . . 197 Layout-Dependent Metric Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Viewing Help Glossary Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Calculations in Sectional Report Tables . . . . . . . . . . . . 182 Drilling Anywhere in the Report . . . . . . . . . . . . 193 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194 Deleting a Metric from a Report . . . . . . . . . . . . 201 Performing Calculations on Undefined Values . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Hiding the Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Calculations in Cross Tabular Report Tables . . . . . . . . . . . . . 193 Adding a Metric to a Report . . . . . . 206 Editing a Custom Metric . . . . . . . . . . . . . . . . . . 182 Drilling into a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 Deleting an Attribute from a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 Basic Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194 Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188 Sorting a Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Chapter 16: Modifying a Report on the Analyze Tab . . . . . . . . . 175 Creating a Highlighting Rule . . . . . . . . . . 197 Overview . . . . . . . . . . 201 Steps for Adding Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . 208 Deleting a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180 Steps for Drilling into a Report . . . . . . . . . . . . . . . . 199 Basic Metric Calculations for Reports with Time Settings . . . . . . . . . . . . . . . 203 Creating a Custom Metric in Simple Mode . . . . . . . . . 196 Chapter 17: Adding Calculations to a Report . . . . . . . . . . . . 184 Adding a Related Link . . 178 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Accessing Data Lineage for a Metric or Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Basic Metric Calculations for All Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 Results of Drilling . . 187 Changing the Data Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Hiding Metric Values . . . . . . . . . . . . . 209 Table of Contents ix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Using Analytic Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Adding Basic Metric and Aggregate Calculations . . . . 181 Changing Granularity of a Report with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177 Deleting a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Creating a Custom Metric in Advanced Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Deleting Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Drilling into a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Displaying Metric Totals . . 203 Working with Custom Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Modifying a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Editing a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 x Table of Contents . . . . . . . . . . . . . . . . . . 236 Working with a Report Chart on the Analyze Tab . . . . 216 Editing a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Displaying Charts for Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Configuring the Grid Lines for a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Deleting a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Steps for Creating a Custom Attribute Expression . . . . . . . . . . . . . . . . . . . . . . . . . 239 Displaying a Part of a Report in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Chapter 18: Adding Custom Attributes to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Types of Report Charts . . . . . . . . . 236 Modifying a Report Chart on the Analyze Tab . . . . . . . . . . . . . . 238 Deleting a Report Chart on the Analyze Tab . . . . . . . . 216 Steps for Creating a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . 219 Creating Groups for a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . .Configuring the Sum and Average Calculations . . . . . . . . 214 Setting the Context for Functions of Running Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Creating an Expression for a Custom Attribute . . . . . . . . . . 222 Creating a Custom Attribute Based on a Date or Timestamp Attribute . . . . . . . . . 224 Chapter 19: Working with Report Charts . . . . 236 Adding a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . 231 Displaying Metric Formats in a Chart . . 219 Overview . . . . . . . . . . . . . . . . 239 Displaying Charts for Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 Promoting a Custom Metric . . . . . . . 218 Deleting a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Displaying Data in a Report Chart . . . . . 211 Types of Contexts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Combo Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 Displaying Calculations in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Creating Layout-Dependent Custom Attributes . . . . . . . . 225 Bubble Charts . . 231 Working with Report Charts on the Create Report Wizard . . . . . . . . . . . . . . . . . 232 Adding a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Customizing the Display of a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Saving Custom Attributes to the Schema Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Layout of Custom Aggregates . . . . . . . . 212 Syntax for the Context Argument . . . . . . . . . . . . 230 Displaying Statistics in a Line Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 Methods for Plotting Charts . . . . . . . . . . . . . . . . . . . . . . . 211 Setting the Context for a Function . . . . . . . . 210 Working with Custom Aggregates . . . . . .

. . . . . . . . . . . . . . . . . . . . . . 250 Printing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Selecting Email Recipients from the LDAP Directory Service . . . . . . . . . 256 Adding and Viewing Feedback on a Report or Dashboard . . . . . . . . . . . . . . 246 Modifying Report Chart Colors. . . . . . .Displaying Report Charts in Another Language . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Exporting to an Excel PivotTable. . . . . . . . . . . . . . . . . . . . . . . . . . 247 Chapter 20: Sharing Report or Dashboard Information . . . . . . . . 262 Exporting Report Data to Microsoft Excel . . . . . . . . . . . 262 Deleting an Excel Template. . . . . . 243 Using Maps as Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270 Installing Microsoft SOAP Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . 253 Steps to Export Report or Dashboard Data . . 243 Associating a Map with More than One Attribute . . . 247 Troubleshooting . . . . . . . 267 Refreshing Data in an Excel File . . . . . . . . . . . . . . . . . . . . . 259 Overview . . . . . . . 256 Viewing or Deleting Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249 Overview . . . . 269 Displaying a Report as a Microsoft Excel PivotTable . . . . . . . . . . . 255 Adding Comments to a Report or Dashboard . . . . 242 Displaying Geographic Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Exporting Data to HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Exporting Data to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270 Excel PivotTables and Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 Modifying the Default Chart Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Steps to Display Geographic Charts for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 Chapter 21: Working with Microsoft Excel . . . 246 Assign a Chart Color to an Attribute Value . . . . . 244 Editing DataAnalyzer. . 249 Setting Up HTML and PDF Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253 Emailing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Exporting Data to CSV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259 Working with a Microsoft Excel Template . . . . . . . . . . . 253 Exporting Reports or Dashboards Containing Japanese Fonts to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260 Uploading the Excel Template . . . . . . . . . . . 251 Exporting Report or Dashboard Data . . . . .properties to Set the Map Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256 Adding Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 Exporting Report Data Using an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259 Creating the Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Retaining Data Analyzer Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Editing an Excel Template . . . . . . . 257 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 Table of Contents xi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . 289 Accessing Your Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 Working with Report Update Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 Working with Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 Value Ranges . . . . . . 292 Viewing or Modifying the Alert Delivery Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 287 Adding a Gauge Indicator to Your Personal Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277 Selecting Values for an Indicator in a Report with Multiple Pages . . . . . . . . . . . . . 283 Text Labels for Value Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 Deleting a Chart or Table Indicator . . 283 Display Types of Gauge Indicators . . . . . . . . . . . . . . . . . . . 284 Modifying a Gauge Indicator . . . . . . . . . . . . . . . 287 Troubleshooting . . . . . . 275 Animation for Indicators . . . . . . . . . . . . . 299 Data Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 User Access for Indicators . . . . . . . . . . . 274 Position-Based Indicators . . . . . . . . . . 289 Overview . . . . . . . . . . . . . 273 Value-Based Indicators . . . . . . . . . 286 Deleting a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 Viewing or Editing the Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298 Working with Data Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287 Chapter 23: Managing Alerts and Alert Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 Creating a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . 294 Registering a Pager for Alert Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Displaying Indicators on Dashboards . . . . . . . . 273 Overview . . . . . . . . 280 Modifying a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276 Table Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276 Chart Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 22: Working with Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 Registering an Email Address for Alert Delivery . . . . . . . . . . . . . . . . . . . . 301 Data Alerts Tasks . . . . . . . . . . . . . . . . . . . . 290 Viewing the Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276 Creating a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 Modifying the From Email Address for Alerts . . . . . 274 Display Images for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Working with Chart and Table Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . 303 xii Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 Activating or Deactivating a Report Update Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 Adding a Chart or Table Indicator to a Personal Dashboard . . . . . . 294 Chapter 24: Setting Up Report Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . 316 Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 Entering a Date or Timestamp Pattern . . . . . . . . . . . . . . . . . . . . . . . 317 Table Layout Tab in the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324 Comparison Operators . . . . . . . . . . . . . . . . . 316 Menus . . . . . . . . . . . . . . . . . . 312 Editing Your Personal Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321 Overview . . . . . . . . . . . . . . . . 318 Report Table on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321 Nulls . . . . . 326 Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315 General Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322 Function Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329 Table of Contents xiii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 Fiscal Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324 Arithmetic Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 Steps for Editing Report Preferences . . . . . . . . . . . . . . . . . . . . . 309 Editing General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322 Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316 Combo Boxes and List Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323 Operators . . . . . . . . . . . . . . . . 321 General Rules of Syntax . . 319 Appendix B: Expression Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309 Viewing Interactive Charts and Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 Changing the Display of Date and Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 25: Managing Account Information . . . . . . . . . . . . . 319 Common Calendar . . . . . . . . . . . . . . . . . . . . 315 Overview . . . . . . . . . . . . . . . . . . . 312 Appendix A: Data Analyzer Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 Editing Report Preferences . . . . . . . . . . . . 325 Logical Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326 Date Format Strings . . . . . 309 Changing Your Password . . . . . . . . . . . . . . . . . . . .

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The site contains product information. Informatica Resources Informatica Customer Portal As an Informatica customer. reports. workflows and other Data Analyzer features to analyze enterprise data and develop business insight. usable documentation. The services area of the site includes important information about technical support. Let us know if we can contact you regarding your comments. Informatica Knowledge Base As an Informatica customer. contact the Informatica Documentation team through email at infa_documentation@informatica.com. upcoming events.informatica. or ideas about this documentation. access to the Informatica customer support case management system (ATLAS). The Data Analyzer User Guide provides information on how to use the dashboards. You can also find answers to frequently asked questions. training and education. You will also find product and partner information. and implementation services. Informatica Documentation Center. The site contains information about Informatica. Informatica Web Site You can access the Informatica corporate web site at http://www. user group information. the Informatica Knowledge Base. comments. If you have questions. you can access the Informatica Knowledge Base at http://my. newsletters. Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products.com. you can access the Informatica Customer Portal site at http://my.Preface The Data Analyzer User Guide is written for the business executive and the business analyst who use Data Analyzer to answer business questions. xv .com. its background. technical white papers.com.informatica.informatica. Informatica Documentation The Informatica Documentation team takes every effort to create accurate. and technical tips. and sales offices. We will use your feedback to improve our documentation. and access to the Informatica user community.

com for general customer service requests WebSupport requires a user name and password. White Waltham Maidenhead. or the WebSupport Service. You can request a user name and password at http://my. email. Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Informatica Corporation Headquarters 100 Cardinal Way Redwood City.com.informatica.com for technical inquiries support_admin@informatica. 6 Waltham Park Waltham Road. Diamond District Tower B. Use the following email addresses to contact Informatica Global Customer Support: ♦ ♦ support@informatica.Informatica Global Customer Support There are many ways to access Informatica Global Customer Support. Ltd. Berkshire SL6 3TN United Kingdom Asia / Australia Informatica Business Solutions Pvt. California 94063 United States Europe / Middle East / Africa Informatica Software Ltd. 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 xvi Preface . You can contact a Customer Support Center through telephone.

Data Analyzer provides a PowerCenter Integration utility that notifies Data Analyzer when a PowerCenter session completes. With PowerCenter Data Analyzer. 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. You can set up reports in Data Analyzer to run when a PowerCenter session completes. reports. If you have a PowerCenter data warehouse.CHAPTER 1 Understanding Data Analyzer This chapter includes the following topics: ♦ ♦ ♦ ♦ Introduction. 2 Data Analyzer Reports. and presents information in easy-to-understand reports. Data Analyzer can read and import information regarding the PowerCenter data warehouse directly from the PowerCenter repository. 1 Data Analyzer Basics. you can extract and view data from various enterprise data sources. You can also set up reports to analyze real-time data from message streams. filters. You can use Data Analyzer to design. and report delivery. Data Analyzer works with a database repository to keep track of information about enterprise metrics. and share the insight you gain with other stakeholders in the enterprise. 4 Logging in to Data Analyzer. Data Analyzer has an analytics engine that extracts. Once an administrator installs Data Analyzer. For more information about the PowerCenter Integration utility. see the Data Analyzer Administrator Guide. You can set up reports to analyze information from multiple data sources. web services. 1 . or XML documents. users can connect to it from any computer that has a web browser and access to the Data Analyzer host. For more information about accessing information in a PowerCenter repository. develop. analyze the information. 7 Introduction A comprehensive view of your enterprise data allows you to identify and analyze business trends and make informed business decisions. Data Analyzer can access information from databases. see the Data Analyzer Schema Designer Guide.

you need to understand these terms so you can complete tasks more efficiently. You can customize your personal dashboard so you can directly access all your key reports and documents from one place. 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. Create reports and publish these reports for other users. Perform complex analytics by setting up reports that logically link to other reports in an analytic workflow. In addition. the system administrator assigns you a role and privileges. When the system administrator sets up your user account in Data Analyzer. you can perform the following tasks: ♦ ♦ ♦ ♦ ♦ Set up metrics and attributes that you use to create reports. you can perform the following tasks: ♦ ♦ ♦ ♦ Add links to your personal dashboard for the reports and documents that are most useful to you. You can also perform many analytic tasks on a report. Find and view any report in Data Analyzer content folders for which you have privileges. Terms This section discusses some key terms that Data Analyzer uses.Data Analyzer Basics Data Analyzer provides a set of features designed to make business analytics simple and easily accessible to any type of user. which has a specialized set of terms to refer to concepts in business analytics. The system administrator can use the system roles provided by Data Analyzer to assign you roles and privileges. When you use Data Analyzer. Organize the reports and documents within Data Analyzer to make them easier to find and view. In Data Analyzer. Set up dashboards with predefined reports and documents that deal with a particular business process that other users might want to view. For example. you can perform the tasks that a user and provider can do. Tasks Data Analyzer lets users perform analytic tasks based on their roles and privileges. Create schedules and set up reports to run based on the schedules. If you are a schema designer. Metrics are the factors used to evaluate a business process. Export Data Analyzer data to Excel and other formats. If you need quick access to analytic data. Any analysis of a business process involves measurements of its performance. If you are a provider of analytic data. Define composite reports that collect critical business information on the same page or display multiple functions from data profiling reports in a single report. Each system role includes the set of privileges that are required to perform specific tasks. Add time settings to reports to compare key business metrics across time periods. 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. Data Analyzer supports the dimensional data warehouse model. you do not need to learn to use all its features to access the information you want. a manager might 2 Chapter 1: Understanding Data Analyzer . a measurement is known as a metric. If you use the advanced features of Data Analyzer. Metrics and Attributes Metrics and attributes are central to the Data Analyzer analytics process.

If you want to continue to use Data Analyzer. that the manager wants to evaluate is average monthly sales. In some cases. but do not use it for 30 minutes. A session timeout enables Data Analyzer to distribute its resources efficiently. In the previous example. Figure 1-2 shows a sample of a complex Data Analyzer report and the location of the metrics and attributes: Figure 1-2. or metric.xml file. you can also create custom metrics and custom attributes specific to the report. Figure 1-1 shows a sample of a simple Data Analyzer report and the location of the metrics and attributes: Figure 1-1. the system administrator or schema designer sets up the metrics and attributes. You create a report based on the available metrics and attributes. The Data Analyzer system administrator can configure the session timeout for the Data Analyzer server by editing the session-timeout property in the web. Typically in Data Analyzer.” In this case. Attributes are the factors that determine the value of the metric. see the Data Analyzer Schema Designer Guide. Metrics are typically numeric values. date. Sample Report: Simple Metric Attribute In a complex report with more than one attribute and more than one metric. and time formats you see on the Data Analyzer interface. there can be multiple columns of the same metric for different attributes. Sample Report: Complex Attributes Metrics: Same Metrics for Different Attributes For more information about dimensional data warehouses. Data Analyzer Basics 3 . Timeout If you log in to Data Analyzer. In a simple report with one attribute and one metric. and time. the attributes that affect the metric are product. When you view a report. your session terminates or times out. attributes are the rows in the left column and metrics are values in the right column. Language You can select a language for your Data Analyzer user account. The parameters involved in a metric are called dimension attributes or attributes. the measurement. multiple columns of attributes and metrics display. sales region. see the Data Analyzer Administrator Guide. For more information about configuring the session timeout. The language determines the numeric.say that she needs to analyze “the average monthly sales of soap in the Western region in the last three quarters. you must log in again. A session timeout also guards against other people having unauthorized access to Data Analyzer through your login ID and session.

Typically. if you specify the search value as “fin*”. Wildcard Search When you search for items in Data Analyzer. Any date attributes in your reports and dates in calendar appointments display in the standard date format of your language. Using the LDAP Directory Service If the Data Analyzer system administrator registers an LDAP server with Data Analyzer. You can display a composite report only on the View tab. the search result displays all items that include the characters “fin” anywhere within the name. For example. For more information about selecting the Data Analyzer language. For all other languages. You must enter any numeric values in the standard format of your language. Data Analyzer treats partial words as if they are surrounded by wildcards. enter any numeric value with comma as the decimal symbol. Use these wildcard characters at any position within the value you specify. Email a shared document to a corporate contact. For example. when you create a gauge indicator. Email a shared document. A wildcard is a special symbol that stands for one or more characters. see “Editing General Preferences” on page 309. the LDAP directory is also called the corporate directory. you can use wildcards in the search criteria. if your language is English (United States). For example. see the Data Analyzer Administrator Guide.Data Analyzer displays time in the standard format of your language. For more information about registering an LDAP server. if you specify the search value as “*es”. Data Analyzer displays the time a report was updated in the 12 hour clock. You may choose any other available format for the date attributes. although you can switch between the composite report on the View tab and individual subreports on the Analyze tab. the mail server system administrator maintains the LDAP directory. if your language is English (United States). you can display the report data as a table and a chart. 4 Chapter 1: Understanding Data Analyzer . Data Analyzer must have access to an LDAP directory service when you perform the following tasks: ♦ ♦ Email a report or dashboard. enter numeric values with period as the decimal symbol. You can also use partial names as the search value. Data Analyzer Reports Data Analyzer reports display enterprise data as metrics and attributes. if your language is English (United States). you can access the list of corporate contacts from the LDAP directory service. Each tab provides a different view of the report data. For example. Data Analyzer displays the time in the 24 hour clock. Similarly. For example. On either tab. In Data Analyzer. the search result displays all items that begin with the characters “fin”. if you specify the search value as “fin”. the search result displays all items that end with the characters “es”. Email a report or dashboard to a corporate contact. If your language is French. Both wildcards represent one or more characters. Use the asterisk symbol (*) or the percent symbol (%) wildcard characters. You can display a single report on the Analyze tab or View tab. the default format for date attributes in a report is MM/dd/yy.

The report displays updated data from the data warehouse. Data Analyzer selects all the metric values in the report. Data Analyzer displays the report if you have read permission on at least one metric or attribute in the report. ♦ Composite reports. Data Analyzer creates one or more SQL queries.Types of Reports You can define the following types of report: ♦ On-demand reports. see the Data Analyzer Administrator Guide. On the Analyze tab. You must attach a cached report to a schedule. Data Analyzer updates the data of a cached report based on a predefined schedule. For more information about metrics and attributes. When you open a cached report. You can select a metric value by clicking it in the report table. You can combine the other Data Analyzer report types in a single composite report. Ctrl-click to select a non-contiguous range of values. Types of Report Tables The report table presents the report data as rows and columns in a table. you can collect critical business information. The system administrator creates the schedules to update reports. A composite report is a collection of reports. A cross tabular report table contains row and column headers. An on-demand report updates every time you open the report. There are the following types of report tables: ♦ ♦ ♦ Tabular. A sectional report table displays the report data as sections. filters. You can go to the Find tab and search or browse for a real-time report in this folder. Note: When you view an on-demand report. Sectional. see the Data Analyzer Schema Designer Guide. In a cross tabular report table. ♦ ♦ Real-time reports. When you view a report. Cross tabular. Data Analyzer updates the report data when it gets a new message stream for the report. Data Analyzer adds the real-time reports to a folder named Real-time in the Public Folders. Shift-click to select a contiguous range of values. you must manually refresh the report to see updated data. attributes. see “Data Analyzer Basics” on page 2. When you run a report. For example. For Data Analyzer reports. Creating Reports Data Analyzer allows you to create analytic reports from enterprise data. Real-time reports update continuously. Each section of the report table provides the data for a unique attribute value. For more information about schedules. Data Analyzer runs the queries and displays the data returned from the data warehouse. You can use real-time reports to create real-time alerts and indicators. such as monthly sales. you can view a single report that contains multiple functions and the associated metadata. Cached reports. You can modify the data and format of a report. Certain icons represent the different types of reports on the dashboards and on the Find tab. a metric value is also called an item in the report table. Data Analyzer creates a default report based on each message stream. A tabular report table contains row headers only. When you view a cached report. Data Analyzer Reports 5 . The queries are based on metrics. When you create a report. Data Analyzer displays only those metrics and attributes for which you have read permission. For very large reports. In the report. and rankings you specify in the report. Data Analyzer displays cached data. if you select all the row or column attributes. The Data Analyzer system administrator configures real-time message streams. A report consists of a set of related metrics and attributes. Used with the Power Center Data Profiling option. Data Analyzer displays results according to the security setting of the report. refreshing the report data may take several minutes. you subscribe to the report. For more information about real-time message streams.

you can view several functions from the PowerCenter Data Profiling option and view the associated metadata. When you create a report. To create a composite report. If you use the Back button of the browser. Publish a report. or formatting you might have added to the report and takes you to the beginning of the Create Report Wizard. Choose formatting options for the composite report. The metrics. Once you save a report. you can use the Reset button to clear all settings and create a new report. and rankings for the report. use the Reset button to clear the data from the report. such as exporting the report or viewing charts and graphs. You can view the subreports in a tabular or chart display. If the subreport definition changes. Filter identifiers. 3. If you use the Back button of the browser. You can also subscribe users and define broadcast rules. You can also use a composite report to collect business information from multiple data sources and display it on a single page. filters. Depending on how you want users to access the composite report. 2. depending on the subreport properties. After you create a report. 3. attributes. 4. Subscribe users to the composite report. You can display a composite report on the View tab only. 4. Depending on the data you want to display in a report. filters. Select attributes for the report. If you edit the SQL query for the report. You can also edit the SQL query for the report. revert to the original SQL query of the report. you need to select the subreports and set permissions in the Create Composite Report wizard. To modify the report from the Create Report Wizard or Analyze tab. For example.To create a report. Select subreports to include in the composite report. and display options of each subreport appear in the composite report. 6 Chapter 1: Understanding Data Analyzer . attributes. Data Analyzer also has extended options for working with the data profile. Set permissions for the composite report. You use the Create Report Wizard to create a report. you can no longer modify the report from the Create Report Wizard or Analyze tab. 2. you can view the SQL query for the report. Set layout and format for the report. use the Edit button to return to the Create Report Wizard. A ranked report displays data in a specific order. Data Analyzer might clear the data on the page. complete one or more of the following steps: 1. Set time. Filters and filtersets. the composite report changes accordingly. Do not click the browser Back button. 5. Select metrics for the report. You can display the data in increasing or decreasing order. Data Analyzer might clear the data on the page. rankings. Data Analyzer removes any metrics. Use the Edit button to return to the Create Composite Report Wizard. On either tab. Do not click the browser Back button. You can display a report on the Analyze tab or View tab. 5. you might complete one or more of the following steps: 1. Viewers of a composite report see only the metrics and attributes to which they have access. based on attribute and metric values. Define broadcasting rules for the composite report. You can set the following options for a report: ♦ ♦ ♦ ♦ Time settings. you need to specify the data and format for the report. Ranking criteria. applying the combined permissions of the composite report and its individual subreports. Data Analyzer applies security to a report during broadcast. Creating Composite Reports Data Analyzer allows you to create composite reports that collect a set of subreports.

2. Logging in to Data Analyzer 7 . contact the PowerCenter domain administrator. You can drill down to view the data lineage for individual subreports. Enter the URL in the address field of the browser. Data Analyzer prompts you to select the components for the report. fonts. contact the Data Analyzer system administrator.ocean. Once you log in. or Metadata Manager. To log in to Data Analyzer by accessing the Data Analyzer URL: 1. The Security Domain field appears when the PowerCenter domain contains an LDAP security domain.Click the name of a subreport to open the individual subreport on the Analyze tab. Click Login. Prompts for On-Demand Reports You can create prompts for on-demand reports. Select Native or the name of a specific security domain. Use the Login page to log in to Data Analyzer. 4. See the system administrator for the Data Analyzer URL. the View tab displays. You can set the default language. or by accessing the Data Analyzer URL from a browser. If you do not have this information. Logging in to Data Analyzer You can log in to Data Analyzer from the PowerCenter Administration Console. Click the View tab from the Analyze tab to return to the composite report. 3. If you do not know the security domain that your user account belongs to.ocean. To log in to Data Analyzer. and greetings for your user account. you need a user name and password. 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. For example. 5.com and has a Reporting Service named FinancialReporting with port number 18080. This allows you to limit the contents of the report by displaying only the data you want. PowerCenter runs on a machine with hostname fish. you can optionally group prompt filters that are common to all subreports. Use the following URL for Data Analyzer: http://fish. use the Cancel button to clear the report definition and start over. When you create a report. When you view a report with prompts.com:18080/FinancialReporting The Login page appears. Open a browser. Enter the user name and password. The Login page displays in the default language of your browser. PowerCenter client tools. 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.

The Language Preferences dialog box appears. Use the Move Up or Move Down buttons to make sure the language you want to display is the first item on the list. On the General tab. change the default language setting for your browser. and documents that you set up on your personal dashboard. Before you log out. indicators. or the public dashboard you have selected to display on the View tab. 3. Changing the Login Page Display Language on Internet Explorer To view the Data Analyzer Login page in another language on the Internet Explorer browser. 6. 2. Click Tools > Internet Options. On the General tab. 3. Data Analyzer Login Page Display Language The Login page displays in the default language of your browser. Changing the Login Page Display Language on Mozilla Firefox To view the Data Analyzer Login page in another language on the Mozilla Firefox browser. Click OK twice. change the default language setting for your browser. In the Language Preference dialog box. Click Tools > Options. click Log Out. you can log in again from the same browser window. 5. Note: You can log out of Data Analyzer at any time during your session. Mozilla Firefox uses the language you select to display the Data Analyzer login page. After you log out. the View tab displays the reports. To change the display language for the login page on Mozilla Firefox: 1. To change the display language for the login page on Internet Explorer: 1. For example. Click OK twice. 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 Languages. 7. The Languages and Character Encoding dialog box appears. the Login page displays in English. click Languages. 4. Select the language you want to display for the login page and click Add. 6. Add the language you want to display for the login page and click OK. 5. if the default language of your browser is English (United States). Click Add. Open the Mozilla Firefox browser.The View tab appears. If it is the first time you log in to Data Analyzer. To log out of Data Analyzer. Open the Internet Explorer browser. Microsoft Internet Explorer uses the language you select to display the Data Analyzer login page. 4. If you have previously logged in to Data Analyzer. save your work. the View tab displays an empty personal dashboard. 2. 8 Chapter 1: Understanding Data Analyzer .

and configure your Data Analyzer account on the Manage Account tab. 9 . 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. You navigate through the different tabs to perform different tasks. Data Analyzer groups related tasks within tabs. you can select individual subreports to open on the Analyze tab. 10 Find Tab. you use a web browser to perform tasks. view reports on the View tab or Analyze tab. From the View tab. Data Analyzer system administrators have access to all tabs and can control access of other users. When you log in. set alert delivery on the Alerts tab. 13 Administration Tab. you can create reports with the Create Report Wizard or create composite reports with the Create Composite Report Wizard. Note: Composite reports display on the View tab only. System administrators can access the Administration tab to set up schemas and perform other administrative tasks. 15 Create Tab. 12 Analyze Tab. 10 View Tab. Data Analyzer determines your privileges according to your user profile and displays only the tabs that your privileges allow you to access. Data Analyzer takes advantage of the web browser interface and well-known navigational conventions to facilitate business analytic tasks. 16 Overview In Data Analyzer. 16 Manage Account Tab.CHAPTER 2 Data Analyzer Interface This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 9 Alerts Tab. If you have the required privileges.

From the Subscription menu. For each user. View Tab When you log in. You can display a report you subscribe to. Alerts Tab By default. Data Analyzer Tabs Available to system administrators and users with appropriate privileges Tabs for different tasks The Alerts tab. You can also register other alert delivery devices to have Data Analyzer send alerts to those devices.Figure 2-1 shows the Data Analyzer tabs: Figure 2-1. Data Analyzer displays personalized information on the View tab. the View tab always displays the last report or dashboard you viewed. If you click the View tab from any other tab. View tab. the Subscription menu appears. Subscribe to a report or dashboard. you can complete the following tasks: ♦ ♦ ♦ Display a report. When you click a tab. and the Create tab have menus that allow you to perform different tasks on the tabs. Display a dashboard. The subscription list contains the reports and dashboards that you have manually subscribed to. When you click the arrow icon on the View tab. You can suspend the delivery of alerts to registered alert devices during certain hours of the day or for an indefinite period of time. You can display your personal dashboard or another dashboard you subscribe to. you can view and modify alerts. Data Analyzer sends all report alerts to the Alerts tab. On the Alerts tab. The Subscription menu also displays your subscription list. 10 Chapter 2: Data Analyzer Interface . Administration tab. Data Analyzer displays the View tab. wait for the entire tab to display before you use the menu. The Subscription menu displays options for subscribing or managing your subscriptions.

Filters. Click the name of the subreport to display it on the Analyze tab. Data Analyzer runs the report and displays updated data from the repository. Subreport name. A filterset is a named filter or group of filters. To quickly locate one of the subreports. If all subreports are on-demand reports. If you want to further enhance the appearance of the report on the View tab. the combined set of filters displays below the composite report properties. To display a report. Displaying a Report on the View Tab You can display a cached or on-demand report on the View tab. you can view but cannot edit the report. If one of the subreports in the composite report is an on-demand report. the combined filtersets display below the composite report properties. When you display the report on the View tab. select it from the Goto list. Data Analyzer displays data from the last scheduled run of the report. Every time you log in to Data Analyzer. you can view the report but not manipulate or alter the report. The View tab displays the following composite report details: ♦ ♦ ♦ ♦ ♦ Report properties. For a cached report. A filter displays report data based on certain conditions. For an on-demand report. or from the Create Composite Report Wizard. When you view a report. select the report name from the subscription list.♦ Manage your subscription list. When you display the composite report on the View tab. Data Analyzer displays the report data in a default format. Filtersets. On the View tab. The subreport name is the name of the individual report. you can perform tasks to exchange report information with other users. If all subreports are on-demand reports. Data Analyzer displays the date and time the report was last updated. For an on-demand report. View Tab 11 . Use the Find tab instead. Displaying a Composite Report on the View Tab Composite reports always display on the View tab. Update information. For a cached report. it displays the text “On Demand. You can open a composite report from the subscription list. Filtersets. the Data Analyzer displays data from the last scheduled run of the subreport. you can display the report on the Analyze tab. The View tab displays the following report details: ♦ ♦ ♦ ♦ Report properties. Note: You cannot manually subscribe to a composite report from the Subscription menu. The comments and description associated with the report and user name of the owner of the report. the default report appears. Goto. For a cached report. To set a report as the default for the View tab. click Set as Default.” Filters. Data Analyzer runs the report and displays updated data from the repository. from the View option on the Find tab. You can also set a dashboard as the default for the View tab. you can customize the report format in the Layout and Setup page of the Create Report Wizard. If you want to analyze or change the report. The comments and description associated with the composite report and user name of the owner of the composite report. you can set it as the default report for the View tab.

in Public Folders or in the Personal Folder of each user. To display a dashboard you subscribe to. including composite reports. To set a composite report as the default for the View tab. As with standard reports. Displaying a Dashboard on the View Tab The View tab displays public dashboards and your personal dashboard. You can customize the personal dashboard to give you easy access to data that you are interested in. on the View tab you can perform tasks to share composite report information with other users. Click to set the report as the default for the View tab. When you log in for the first time. Click to display the subreport on the Analyze tab. Find Tab The Find tab allows you to search for reports and shared documents that you want to view. When you view a composite report. 12 Chapter 2: Data Analyzer Interface . Data Analyzer displays the report data using the subreport settings for individual reports. You can also display any another dashboard you subscribe to. click Set as Default. you can set it as the default report for the View tab. hide empty subreports.♦ Subreport filters and filtersets. Data Analyzer displays an empty personal dashboard. select the dashboard name from the subscription list. Data Analyzer keeps all reports. and select other display options for composite reports. Filtersets specific to the subreport appear below the subreport name. You can also display borders around subreports. the default report appears. Click to go to other subreports on the page. Every time you log in to Data Analyzer. You can configure Data Analyzer to display one of the public dashboards on the View tab.

you can organize reports by creating new folders and moving reports to the folders. it displays the text “On Demand. the processing time displays on the browser. You can also choose to display report data as charts on the Analyze tab.To find reports. as Data Analyzer processes the report. Analyze Tab Report data appears as a table on the Analyze tab. For ondemand reports. click the View tab to return to the composite report. For an ondemand or real-time report. you can browse through the Public Folders or your Personal Folder. After opening a subreport on the Analyze tab. From the Analyze tab. If you were viewing a composite report on the View tab. it displays the last subreport you opened. the Analyze tab always displays the last report you opened. For on-demand and cached reports. the estimated time to run the report also displays on the browser. Data Analyzer displays the date and time the report data was last updated. The report table consists of attributes and metrics. You can also search for a specific report. The Analyze tab displays subreports that are accessed from a composite report in the View tab. As you browse the folders in Data Analyzer. If you click the Analyze tab from any other tab.” Analyze Tab 13 . For a cached report. These attributes and metrics display as row or column headers in the report table. you can edit the subreport.

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. Sample Report on the Analyze Tab Report table Update information Report details Report name Certain buttons and icons provide additional information about the report. or customizing the query.Figure 2-2 shows a report on the Analyze tab: Figure 2-2. If the Report Metadata icon does not appear. 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 icon to access report metadata such as filters. data actions are already displayed in the report. 14 Chapter 2: Data Analyzer Interface . report metadata is already displayed in the report. If the Report Data Actions icon does not appear. If you are not the owner of the report. Click the icon to access and perform data actions such as adding metrics or charts. A report alert allows you to receive notifications about critical data in a report. and report indicators. Data Analyzer displays the name of the report owner. Indicates the report data actions are hidden by default. the Ownership icon is green. A filter displays report data based on certain conditions. A filterset is a named filter or group of filters. If the Data Restrictions icon does not appear. If you move the pointer over the Ownership icon. Data Restrictions icon Report Metadata icon Report Data Actions icon Report Details The Analyze tab displays the following report details: ♦ ♦ ♦ Filters. report data is not restricted. Click the Permissions button to view or set access permissions. the Ownership icon is red. The restrictions can be associated with metrics in the report or with a user name or group. drilling. If you are the owner of the report. Table 2-1 describes the buttons and icons associated with a report: Table 2-1. Filtersets. Indicates if you are the owner of the report. Alerts. Indicates the report metadata is hidden by default. alerts.

♦ ♦ ♦ Indicators. print it. An indicator helps you track critical metric values in the report. You can select an administrative task from the Administration menu by category. You can modify the report data or customize the way it appears on the Analyze tab. Data Analyzer displays these as report properties. Highlighting draws attention to critical data in a report and helps you pinpoint problem areas. the Administration menu appears. When you click the Administration tab. manage the report update schedule. you can complete the following types of task: ♦ Report-level tasks. ♦ Tabs for performing data-level tasks Buttons for performing report-level tasks Administration Tab On the Administration tab. After you open the report. Data Analyzer displays all the administrative tasks you can perform. see “Setting Report Table Formats” on page 106. PDF file. you can save it. When you click the arrow icon on the Administration tab. For more information about scales for metrics. Highlighting. Scales. Administration Tab 15 . export it to an Excel spreadsheet. or send it in an email message. data warehouse administrators and business analysts can set up analytic. Report Tasks On the Analyze tab. and export and import repository objects. System administrators can specify user access to Data Analyzer features. modify its filters. or hierarchical schemas and define the metrics and attributes for the schema. You can change the report table display. Data-level tasks. organizational. You can also create workflows and link the report to related reports and documents. If the scales for the metrics in the report are In Thousands or In Millions. or other formats. You can edit the report or choose to add it to your personal dashboard. or set alerts or create indicators for it.

you can create reports. When you click the arrow icon on the Create tab. Composite reports in the Public Folder are available to other users. composite reports. You can save these reports in your Personal Folder or in the Public Folders. 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. Reports in the Public Folder are available to other users. 16 Chapter 2: Data Analyzer Interface . Manage Account Tab On the Manage Account tab. contacts. From the Create menu. links to reports. Create Dashboard Wizard You can create public and personal dashboards on the Create Dashboard Wizard.Create Tab On the Create tab. You can set up your user name to access your email. and daily calendar from the company mail server. You can save these composite reports in your Personal Folder or in the Public Folders. and dashboards. You can also set up the devices on which you want to receive alerts. 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. and links to shared documents to a dashboard. You can add indicators. the Create menu appears. you can set your password and set your preferences to personalize your view of Data Analyzer.

You can set up containers when you create a dashboard. Data Analyzer displays all dashboard containers expanded. You can choose to display any available dashboard on the View tab. 19 Using Dashboard Filters. Links to shared documents allow you to access documents outside the Data Analyzer repository. A dashboard filter is based on the report for which you created the indicator. By default. your default dashboard appears. Dashboard Content Each dashboard displays reports. Indicators are visual representations of critical business metrics. 17 . When you apply a dashboard filter to an indicator based on a cached report. or table. A container is a section on the dashboard. An indicator can be a gauge. There are two types of dashboards. 21 Editing a Dashboard. Shared documents. When you apply a dashboard filter to an indicator based on an on-demand or real-time report. 24 Overview Dashboards provide easy access to information. 18 Viewing Indicators on a Dashboard. Data Analyzer runs the report before applying the filter. You can also select a public dashboard as your default dashboard. You can expand or collapse any containers on a dashboard. Use a container to group dashboard content. Data Analyzer displays an empty personal dashboard as your default dashboard. Dashboard filters. and other documents within containers. Reports. chart. Data Analyzer applies the filter based on the cached data in the repository. Every time you log in to Data Analyzer. indicators.CHAPTER 3 Using Dashboards This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. Dashboard filters allow you to set a scope for the data you see in an indicator. public and personal. Reports display data based on criteria you specify and in the format you set. 17 Viewing a Dashboard. When you log in to Data Analyzer for the first time. You can add content to your personal dashboard and keep it as the default. Dashboard content consists of the following items: ♦ ♦ ♦ ♦ Indicators.

You can also set a report as the default for the View tab. When you open a report from a dashboard. the report appears on the Analyze tab. Comment on a dashboard. if you or another user changes the item name on the Analyze tab or the Find tab. Multiple users can view a public dashboard and access its reports. Print a dashboard. Use dashboard filters. the default dashboard appears. When you create a dashboard. you can change the display names of indicators. Delete a public dashboard. Sample Dashboard Name of the dashboard Dashboard containers Dashboard Tasks You can complete the following tasks related to dashboards: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Access a dashboard. For items that do not have a display name. Your personal dashboard is specific to your user profile. Viewing a Dashboard You can view your personal dashboard and public dashboards on the View tab. Export a dashboard. View indicators on a dashboard. Only you can view your personal dashboard.Figure 3-1 shows a dashboard on the View tab: Figure 3-1. Data Analyzer removes the item from the dashboard. When you view a dashboard. If you or another user deletes an indicator. reports. or shared document. Email a dashboard. and indicators. or shared documents on the dashboard. report. Data Analyzer changes its name on all dashboards. shared documents. you can set it as your default for the View tab. 18 Chapter 3: Using Dashboards . Edit a dashboard. The display name is specific to that dashboard only. Every time you log in to Data Analyzer. Add or view feedback on a dashboard.

For bar chart indicators. A circular gauge is a dial consisting of a range of values and a needle showing the current metric value. View the indicator summary to get details about the indicator without opening the associated report. You can also view details about each item of an interactive indicator. Interacting with Chart and Gauge Indicators Data Analyzer can display chart and gauge indicators as interactive so you can zoom into the indicator graphic. On the dashboard. You can open an underlying report from an indicator by clicking the indicator name on the dashboard. Flat. Data Analyzer displays invalidated indicators with a warning icon next to the indicator name. The summary information includes the attribute value and metric value for each item in the chart indicator.To view a dashboard: 1. Data Analyzer displays the current date and time. A gauge indicator lets you see if a metric value is within an acceptable range. A needle shows the current metric value. A flat gauge is a continuum of a range of values. ♦ Table indicators. 2. Data Analyzer displays the report on the Analyze tab. Data Analyzer displays the section attribute name you used to create the indicator. To set the dashboard as the default dashboard. The report appears on the Analyze tab. Data Analyzer displays colored dots next to each highlighted value in the indicator. You can create trend indicators in real-time reports. click the report name or shared document name. Data Analyzer displays the date and time the report was last updated. indicators based on those metrics or attributes might get invalidated. if you created a highlighting rule for the report. click Set as Default. you need to enable interactive charts and indicators. You can collapse the table indicator to reduce the size of the indicator on the dashboard. By default. For indicators based on cached reports. you can change the type of a gauge indicator. Open a dashboard from the Find tab or from the Subscription menu of the View tab. A table indicator lets you see report data in table format. Digital. On the Create Dashboard Wizard. To view chart and gauge indicators as interactive. There are four types of gauge indicators: − − − − Circular. A digital gauge displays the numeric value of the metric. Viewing Indicators on a Dashboard Each indicator displays the date and time the report was last updated. To display a report or shared document. ♦ Chart indicators. For chart and table indicators based on reports with sectional report tables. click the indicator name. To display an underlying report from an indicator. You can view the following types of indicators on a dashboard: ♦ Gauge indicators. You can also change the size of an indicator on a dashboard. A chart indicator lets you see report data in chart format. For indicators based on on-demand and real-time reports. Viewing Indicators on a Dashboard 19 . A trend indicator displays the last 10 values in a real-time message stream as data points. 3. Trend. You can view indicator summary information for chart indicators on a dashboard. The dashboard appears on the View tab. If you delete or hide metrics or attributes in the underlying report. table indicators display expanded. You can expand or collapse a table indicator.

Data Analyzer runs the report and displays updated data on the indicator. Refresh button 20 Chapter 3: Using Dashboards . In Internet Explorer. Setting the Internet Explorer Browser to Check for New Pages To refresh indicators for cached reports. To set the Internet Explorer browser to check for new pages: 1. If a report updates within a login session. Microsoft Internet Explorer checks for new versions of the page. you must refresh the indicator to view the updated data. click Tools > Internet Options. Refreshing Indicators on a Dashboard You can refresh indicators for on-demand or cached reports to display updated data. Data Analyzer updates the indicator based on cached data from the last scheduled run of the report. you must set the Internet Explorer browser to check for new versions of stored pages. When you refresh an indicator based on an on-demand report. 3. click Settings. Open a dashboard from the Find tab or from the Subscription menu of the View tab. Data Analyzer refreshes real-time indicators and indicators with animation. Select Automatically to check for newer versions of stored pages. On the General tab. The Settings window appears. you must set the browser to check for a new version of the page. The dashboard appears on the View tab. in the Temporary Internet Files section. Steps to Refresh Indicators on a Dashboard Complete the following steps to refresh or view an indicator on a dashboard. 2. 4.Note: Data Analyzer does not display details about trend indicators. You can set up animation for an indicator when you create the indicator. Click OK twice. When you refresh an indicator based on a cached report. Before you refresh indicators for cached reports on the Internet Explorer browser. To refresh or view an indicator on a dashboard: 1.

2. Indicators based on real-time reports and indicators with animation refresh continuously. click the Refresh button for the indicator. You can apply multiple filters to an indicator. Individual containers. and click Zoom Out or Zoom In. line. On-demand reports. move the pointer over the item. and then applies the filter. right-click the bar. For example. Data Analyzer applies the filter to each indicator in a specific container. or pie chart section. Real-time reports. When you access a public or personal dashboard. and then applies the filter. Data Analyzer retrieves the report data cached in the repository and then applies the filter. you can return to the original view of the indicator. Data Analyzer applies the filter to all containers on the dashboard. 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. Use filters on your personal dashboard and on any public dashboard for which you have read access. or pie chart section. To view summary information for any item in a chart indicator. Whole dashboard. Data Analyzer applies each filter in the order in which it appears on the dashboard. Note: You can refresh indicators based on cached and on-demand reports. Data Analyzer runs the report to retrieve data. Indicator with Multiple Filters Applied Filters Using Dashboard Filters 21 . you can save the filter selections and customize the dashboard. and click Original View. To zoom out of or zoom into an item in a chart indicator. Figure 3-2 displays an indicator with multiple filters: Figure 3-2. Right-click the bar. You can apply dashboard filters to indicators based on the following: ♦ ♦ ♦ Cached reports. Data Analyzer applies the filter to all indicators that have the selected attributes. Choose one of the following options to apply dashboard filters: ♦ ♦ If the dashboard or container has multiple indicators. 4. if an indicator displays sales in California and uses a city attribute. you can use a dashboard filter to display sales in Los Angeles. After you zoom in or out. line. 3. To refresh an indicator on the dashboard. Data Analyzer runs the report to retrieve the latest data.

3. Figure 3-3 shows the filtered values based on your selection: Figure 3-3. You select CA for the Store State and Los Angeles and San Francisco for the City. For example. The dashboard appears on the View tab. 22 Chapter 3: Using Dashboards . Data Analyzer always displays the entire indicator data on the dashboard. Open a dashboard from the Find tab or from the Subscription menu of the View tab. 2. Data Analyzer displays a list of attribute values. Click the filter link to select the attribute values that you want to display on the dashboard. you can disable dashboard filters for an indicator. To apply dashboard filters: 1. You can select multiple attribute values for a dashboard filter. You can apply multiple filters to an indicator and select multiple attribute values in a filter. When you disable dashboard filters. Select the attribute values that exist in the report that you add to your dashboard. you have an indicator that uses the attributes Store State and City.Note: When you create an indicator. 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.

The next time you log in and view the dashboard. it displays the indicator with the original parameters set when the indicator was created. If you select attributes that do not exist in the report. you cannot use the filter to display the metric value for a specific attribute value. When you set the dashboard filter for an indicator to *No Filter. If you set up indicators based on aggregate values. *No Filter appears in all attribute value selections lists. Instead. 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. 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. Instead. If you select an attribute value from the City list to make Using Dashboard Filters 23 . you need to use the *No Filter selection. Data Analyzer displays the *No Filter selection among the attribute values. they are valid only for your current session. 5. Data Analyzer displays “No data to display” on the indicator. Repeat steps 2 to 4 to apply additional filters to the dashboard. To save the filter value selections so that they display the next time you log in. Data Analyzer displays the dashboard based on the saved filters. For example. Data Analyzer displays the *No Filter selection when you create a filter for any dashboard indicator. click Save Filter Selections. 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. 6. Data Analyzer does not change the original scope of the indicator. 4.You can select multiple attribute values. If you do not save the filter value selections.

For example. 2. ♦ Change the publish settings for a public dashboard. and shared documents from a dashboard. Change the order and display of items on the dashboard. Editing a Dashboard You can edit a dashboard in the following ways: ♦ ♦ ♦ Add items to a dashboard. Remove items from the dashboard. Data Analyzer places all the items in this container. The first container contains two reports and the second container contains two indicators. To edit a dashboard: 1. You can change the position of items within a container. If you select *No Filter from the City attribute list. the total dollar sales for all cities. You can change the size and type of an indicator. the indicator displays the dollar sales for the scope that the indicator was originally set up. and indicators from the Create Dashboard Wizard. 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. You select a layout with one container for the dashboard. The removed items remain in the repository. Click Edit. You can remove indicators. Open a dashboard from the Find tab or from the Subscription menu of the View tab. If you select a layout with fewer number of containers than the original layout. The dashboard appears on the View tab. Data Analyzer places items from the additional containers into the last container of the new layout. Data Analyzer displays a note icon with the message that the filter is not applicable to the indicator. 24 Chapter 3: Using Dashboards . The Note icon means that the dashboard filter cannot be used on the indicator. but do not appear on the dashboard.the indicator display the dollar sales for a specific city. You can also add items to your personal dashboard from the View tab. shared documents. Find tab or Analyze tab. you have a dashboard with two containers. reports. You can add reports. You can change the dashboard properties and permissions.

To preview the dashboard. 4. 6. To modify the publish settings for the dashboard.Data Analyzer displays the Select Content and Layout page. Click Save. 5. Make the necessary changes to the content or layout of the dashboard. Editing a Dashboard 25 . Data Analyzer displays the edited dashboard on the View tab. 3. click Preview. click Publish.

26 Chapter 3: Using Dashboards .

For more information. 27 . The Find tab consists of the following task areas: ♦ ♦ ♦ ♦ ♦ Shortcuts. report. You can also create queries to search for reports. 28 Navigating the Content Folders. Displays the search results when you create a query to search for an item or displays a list of reports. 43 Overview Use the Find tab to access content folders. The content folders consist of the Public Folders and your Personal Folder. 27 Searching for Data Analyzer Content. and public dashboards. Folders. or public dashboards in a selected folder. Query. Displays shortcuts to the content folders. shared document. or dashboard. shared documents. shared documents. You can access your personal dashboard from the View tab. shared documents. Displays detailed information about a selected folder. 34 Working with Folders. Results. and public dashboards. You can navigate the content folders to locate reports. Displays the query and the options to create a query. 33 Using the Content Folders. These folders contain Data Analyzer reports. 39 Working with Shared Documents. Details. see “View Tab” on page 10. Displays the content folders. shared documents.CHAPTER 4 Accessing Data Analyzer Content This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. and public dashboards. 41 Adding a Report or Shared Document to Personal Dashboards.

After you create the query. Navigate the content folders to locate reports. you can create a query to search for indicators. when searching content for a dashboard. Set up links to shared documents. or shared documents you want 28 Chapter 4: Accessing Data Analyzer Content . you can create a query to search for reports. or dashboard. shared documents or public dashboards. Searching for Data Analyzer Content On the Find tab.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. Data Analyzer displays detailed information about the item in the Details task area. shared documents. composite reports. 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. shared document. If you select an item in the search results. you can run the query to display the search results in the Results task area. reports. Add reports or shared documents to your personal dashboard. For example. Create folders and shortcuts to folders. Figure 4-2 shows a query and its results on the Find tab: Figure 4-2. Create a query to search for items based on specific criteria and a value for this criteria. and public dashboards. Use the content folders to work with available reports. shared documents. or public dashboards. View report properties.

Depending on the context. 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. Select from a list of available values. reports. Display name of the metric from the report you want to find. Searching for Data Analyzer Content 29 . or public dashboards for which you have the read permission. None. 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. see “Wildcard Search” on page 4. Department name for the item you want to find. Creating a Query for a Search The query consists of the subject.to add to a dashboard. You can enter the partial description of the item. Name of the item you want to find. On the Find tab. and value for the criteria. the subject is “reports”. Data Analyzer displays a list of criteria that you can select to help refine the query. the options for subject. Description of the item you want to find. Keyword for the item you want to find. Select from a list of available values. you can enter an entire word or part of the word. Subject The subject of the query is the item you want to search for. Data Analyzer displays all indicators. and value might differ. Table 4-1 lists the criteria and values you provide when you create a query to search for content: Table 4-1. You can also use the asterisk (*) and percent (%) wildcards. The following text is an example of a query: Show reports created by jwayne In this example. For more information. Data Analyzer sorts the reports or shared documents by how frequently you view them and displays the most frequent to least. Name of the user who created the item you want to find. criteria. When entering values. Depending on the subject. criteria. Value You must provide a value for certain criteria. Creating a query on other Data Analyzer tabs is similar to creating it on the Find tab. Data Analyzer displays up to 25 reports or shared documents you view frequently. when searching for a report. The display name is the display label for the metric in the Schema Directory. and the value is “jwayne”. The display name is the display label for the attribute in the Schema Directory. For example. Display name of the attribute from the report you want to find. if you select “with name” as the criteria. Category of the item you want to find. You can enter the partial name of the item. you must enter a report name as the value for the criteria. shared documents. the criteria is “created by”.

Data Analyzer displays all reports. Data Analyzer does not display items under your Personal Folder. or public dashboards for which you have read permissions. Data Analyzer displays different sets of icons. Data Analyzer displays items in the folder of that name under Public Folders. Data Analyzer displays all reports or public dashboards that you created. the indicators icon displays for reports. shared documents.Table 4-1. If you enter “Personal Folder” as the value for this criteria. None. Data Analyzer displays up to 25 reports or public dashboards you edited recently. Figure 4-3 shows the elements of the results list: Figure 4-3. Name of the report that displays on the dashboard you want to find. Folder name in which Data Analyzer stores the report. shared documents. Name of user or group who subscribed to the report you want to find. or dashboard you want to find. None. Data Analyzer displays up to 25 reports or shared documents you viewed recently. Name of user who used the report or shared document you want to find. Search Results The search results contain the reports. None. Date on which you viewed reports or shared documents. None. but not for shared documents. shared document. 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. Name of the indicator that displays on the dashboard you want to find. None. Data Analyzer displays all reports or public dashboards you subscribe to. If there are 15 or more items in the search results. 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. “Show reports that I subscribe to” as the default query. Data Analyzer displays. you can scroll in the results list to view all items. 30 Chapter 4: Accessing Data Analyzer Content . None. Depending on the subject of the query. Data Analyzer displays all shared documents that you added. Icons Describing the Item Data Analyzer uses icons to describe the items in the search results. Name of the shared document that displays on the dashboard you want to find. 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. For example. Data Analyzer displays up to 25 shared documents that you added recently. composite reports. or public dashboards you flagged.

Represents a composite report. Represents a shared document that is an image file. 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. Represents a dashboard. Some shared documents are identified by unique icons. Represents a shared document that is a PDF file. A generic icon represents all dashboards. Represents a shared document that is a video file. Represents a shared document that is a Microsoft PowerPoint file. Icons Identifying Data Analyzer Content Icon Description Represents a cached or on-demand report. Represents a report with indicators. Searching for Data Analyzer Content 31 . Represents a shared document that is a Microsoft Excel file. Represents a real-time report. 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 analytic workflows. Represents a shared document that is a Visio file. Represents a shared document that is an audio file. Table 4-3 lists the icons that identify Data Analyzer content: Table 4-3. Represents a shared document that is a ZIP file. Icons Identifying Data Analyzer Content These icons help you identify the items that display in the search results. Represents a report with alerts.Table 4-2 lists the icons that describe items in the search results: Table 4-2. A generic icon represents most shared documents. Represents a report with highlighted metrics. Represents a shared document that is a Microsoft Word file. Represents a shared document that is a Microsoft Project file. Represents a shared document that is a link to a web site.

If you do not have a default query. or dashboard was last modified. specify the subject. click the item name. enter a value for the criteria. or dashboard. Data Analyzer displays the items matching the search criteria in the Results task area. During a session. shared document. You can create a query to “search for reports for IT department” and save it as the default query. Select a criteria for the query. you can always view the results of your last search. To create a query for a search: 1. 2. Steps for Creating a Query When you create a query. Every time you access the Find tab. cached. you can save it.Table 4-3. If needed. Data Analyzer displays the last query you used within the current session. Data Analyzer prompts you to enter a value for the criteria. you frequently search for reports for the IT department. Icons Identifying Data Analyzer Content Icon Description Represents a shared document that is a text file. To save the query. click Set as Default. 32 Chapter 4: Accessing Data Analyzer Content . the results of your last search display. 7. Owner of Item Data Analyzer displays the user name of the person who created the report. Use a saved query as the default query when searching for content. click Save this Query. Every time you click the Find tab. criteria. 6. The Details task area displays detailed information about the selected item. For example. Click the Go button to run the query. The default query is unique for each user account. Data Analyzer displays the default query. You can also save a query as the default query for searching content. Depending on the criteria you select. Saving the Query After you create a query. Note: Data Analyzer stores your last query on the Find tab. Represents any other type of shared document. You might want to save queries that you use frequently. 4. Data Analyzer displays on-demand. Name of the Item Name of the report. Use this default query when searching for reports. The following steps are guidelines for creating a query in Data Analyzer. shared document. Click the subject link to select a subject for the query. and real-time reports in the results. 3. Use these steps to create a query on any tab. shared document. Date and Time of Last Update Data Analyzer displays the date and time the report. 5. or dashboard. and value for the search. Use previously saved queries to save time. To set the query as the default query. In the search results.

report. Data Analyzer displays the items for which you have read permissions. shared document. To use a previously saved query: 1. When you open a folder. Data Analyzer runs the query and displays the search results. You might need to navigate to a folder within a folder. Otherwise.Using a Previously Saved Query You can use a previously saved query when searching for content. Click the Find tab. You can also use access permissions to share your personal folder with users and groups. Use these steps to use a saved query on any tab. The following steps are guidelines for using a saved query in Data Analyzer. Click Saved Queries. Navigating the Content Folders 33 . shared document. reports. shared document. List of saved queries 2. the Find page displays your default query or the last query you used. To remove a previously saved query. by default. Data Analyzer displays all available items in the folder in the Results task area. Click the folder that contains the report. click Remove this Query. 3. see the Data Analyzer Administrator Guide. Click the query you want to use. shared documents. When you log in the first time. you can set access permissions to restrict other users from accessing the item. and public dashboards. Content folders can contain other folders. or dashboard you want to access. 2. or dashboard you want to access. Navigating the Content Folders You can navigate the content folders to locate the report. If you are the owner of a folder. Data Analyzer displays a list of saved queries. For more information. the Find page displays the reports that you subscribe to. To access an item in the content folders: 1. or dashboard.

34 Chapter 4: Accessing Data Analyzer Content . Selected folder Details task area Items in the selected folder The Details task area displays detailed information about the folder. and shared documents in your Personal Folder. report. You can view and set access permissions for folders and other items in the content folders. View and set access permissions for folders. Click the report. or shared document. dashboard. report. Objects in Public Folders are available to all users by default. or shared document properties. shared document.The Results task area displays the reports. Public Folders can contain other folders. If you want a user to access an item in your Personal Folder. you have read. report. or pen the report. You can also create other folders within your Personal Folder. report. public dashboards. or dashboard. View folder. or dashboard name. public dashboards. you can copy or move them to a Public Folder. Flag a dashboard. report. ♦ Access data lineage for a cached or on-demand report. shared documents. Using the Content Folders The content folders consist of Public Folders and your Personal Folder. write. Only you have access to objects in your personal folders. dashboard. By default. dashboard. You can complete the following tasks in the content folders: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Open a folder. and public dashboards within the current folder. You can store personal reports and shared documents in your Personal Folder. reports. 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. and public dashboards. and delete access permissions on the folders. or shared document. 3. or shared document. reports. If you want to share items without changing the access permissions of your Personal Folder. Move or copy a folder. Subscribe to a dashboard or report. you must grant the user Read permission to your Personal Folder and Read permission to the item. dashboard. and shared documents. or shared document. shared document. change permissions. shared documents. Delete a folder. reports.

report. shared document. Flagging an Item You can flag a dashboard. When you open a shared document. 3. You can search for flagged items on the Find tab or the Create Using the Content Folders 35 . An open folder 4. -orClick the item in the Results task area. double-click the item in the Results task area. To open a folder. Data Analyzer displays the report on the View tab or the Analyze tab depending on the report preferences you selected for your user account. shared documents. Data Analyzer displays the document in another window. Data Analyzer displays the dashboard on the View tab. Details task area Results task area Click the report name in the Results task area. shared documents. and click View in the Details task area. or dashboard: 1. and click View or Analyze in the Details task area to display the report on the View tab or the Analyze tab. or shared document as a reminder to yourself or other users to follow up on the item. To open a folder. double-click the folder name or click the plus (+) button next to the folder name. Select the item to open. and public dashboards stored in the selected folder. Composite reports always display on the View tab. or dashboard you want to open. and click View or Analyze to display the report on the View tab or the Analyze tab. Data Analyzer displays real-time reports on the Analyze tab only. -orRight-click the item in the Results task area. -orRight-click the report name in the Results task area. and public dashboards within the opened folder. Data Analyzer displays the report on either the View tab or the Analyze tab.Opening an Item in the Content Folders When you open a folder. You can also flag important items. and click View. report. Note: You can also open a report by double-clicking the report name in the Results task area. When you open a cached or on-demand report. On the Find tab. 2. The Results task area displays reports. Only the View option is available for composite reports. When you open a dashboard. the Folders task area displays other folders within the selected folder. 5. report. The Results task area displays the reports. shared document. To open a shared document or dashboard. navigate to the folder.

cached report. navigate to the folder. When you move an item. on-demand report. -orClick the item. and click Copy in the Details task area. Right-click the destination folder. report. public dashboards. 5. you can drag-and-drop the item or copy-and-paste the item in the destination folder. To copy the item. You can also make a copy of a folder. On the Find tab. To flag a dashboard. 4. -or- 36 Chapter 4: Accessing Data Analyzer Content . To move the item. click Flag. and click Copy. You cannot copy an item if the destination folder has an item with the same name. You cannot copy a dashboard. you can drag-and-drop the item or cut-and-paste the item in the destination folder. or shared document: 1. you can search for flagged shared documents or reports. you can create a search query based on the items that you flagged. Data Analyzer copies any workflows associated with the report. In the Details task area. On the Find tab. report. reports. When you create or edit a dashboard. On the Find tab. You cannot move an item if the destination folder has an item with the same name. When you flag an item. navigate to the folder that contains the item you want to flag. or shared document to store in another folder. -orClick the item while pressing the Ctrl key. 3. report. When you copy an item. Moving or Copying an Item You can move folders. 2. -orClick the item. right-click the item. 2. 3. You can move public dashboards. -orClick the item and drag it. and shared documents to other folders. and shared documents from your Personal Folder to the Public Folders so that other users can access them. dashboard.Dashboard Wizard. 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. right-click the item. and click Cut in the Details task area. In the Results task area. or shared document: 1. and click Cut. cached or on-demand reports. To move or copy a folder. Data Analyzer displays the Is Flagged icon next to the item name in the Results task area. or shared document you want to move or copy. and drag the item. and click Paste. dashboard. Navigate to the destination folder. Data Analyzer flags the item in the Results task area. click the item name. When you copy a report.

If the report displays data from a PowerCenter repository. Data Analyzer assigns your personal dashboard as your default dashboard. cached report. You can click an indicator name to open the underlying report.Click the destination folder. Click the item and click Delete in the Details task area. If you or another user deletes your default dashboard. see the Data Analyzer Administrator Guide. Data Analyzer removes the composite report but not the subreports. report. If the destination folder contains an item of the same name as the item you want to move or copy. Data Analyzer prompts you to confirm the deletion. an error message appears. shared documents. You can change the name of this item. You cannot delete the Personal Folder and Public Folders root folders. composite report. If you delete a composite report. dashboard. Using the Content Folders 37 . or shared document. report. report. Viewing the Properties for an Item When you select a folder. dashboard. or shared document. Data Analyzer removes the report or shared document link from the dashboard. Deleting an Item If you no longer need a folder. Click the Permissions icon to view or set the access permissions for an item. and folders under this folder. Data Analyzer displays the dashboard content in the Details task area. Data Analyzer displays the reports on the View tab or the Analyze tab depending on the report preferences you selected for your user account. you can view the date and time when the metrics and attributes were updated in the PowerCenter repository. and click Delete in the shortcut menu. dashboard. Data Analyzer deletes all dashboards. and click Paste in the Details task area. Data Analyzer displays the item properties in the Details task area. For a composite report. you can delete it from the content folders. 2. To delete a folder. Viewing Dashboard Properties When you view the properties of a dashboard. reports. you can click a report name to open the report. You can edit the report from the Find tab. Data Analyzer removes all subscriptions to the dashboard. In the dashboard content. When you delete a folder. If you delete a report or shared document that is on any dashboard. 3. or shared document: 1. Deleting an item permanently deletes it from the repository. When you delete a public dashboard. or shared document you want to delete. navigate to the folder. dashboard. you can view the subreports it contains. Click OK. You can also email a report from the Find tab. On Find tab. Viewing Report Properties You can view report properties in the Details task area. For more information about setting access permissions. You cannot delete a real-time report from the Find tab. on-demand report. -orDrop the item in the destination folder. -orRight-click the item to delete.

In the Results task area. The Details task area displays the following report properties: Property Name Description Comments Location Keywords Data Last Updated Schedule Description Name of the report. For cached reports. on-demand. This property displays for cached and on-demand reports. This property displays for composite reports only. Location of the report in the content folders. Comments for the report. see “Applying Security to a Report” on page 124. For on-demand reports. including cached and on-demand reports that are part of a composite report. the schedule at which Data Analyzer updates the report. This property displays for cached. Accessing Data Lineage for a Report If the system administrator has configured Data Analyzer to provide data lineage. The Report Properties window displays the date and time when all metrics and attributes in the report were last updated.To view report properties: 1. Names of the subreports included in a composite report. 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. Date the report was last modified. 4. For more information about security settings. you can access data lineage for cached and on-demand reports. Description of the report. This property displays for cached reports. the Report Properties window displays the View the Metrics and Attributes in the Report and When They were Last Updated link. This property displays for cached and on-demand reports. This property displays for cached and on-demand reports. navigate to the folder that contains the report you want to use. see “Subscribing Users to a Report or Dashboard” on page 128 or “Formatting a Composite Report” on page 144. On the Find tab. This property displays for ondemand reports. User name of the person who last modified the report. 3. this property displays “On Demand”. Click Close. Names of related reports and shared documents. and composite reports. For more information about subscribing. This property displays for cached and on-demand reports. User name of the person who created the report. Date on which Data Analyzer last updated the report data. Estimated time to run the query for the report. 2. Security settings for the report. This property displays for cached and ondemand reports. 38 Chapter 4: Accessing Data Analyzer Content . Date the report was created. 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. Users and groups who manually subscribe to the report. Keywords for the report. click the report name.

and click New Folder in the Details task area. To disconnect from the Metadata Manager server. Click the report. you can see the database table that provides the data for a metric in a report. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer. The folder name can contain spaces and numeric characters. 3. On the Find tab. Data Analyzer connects to a Metadata Manager server and Metadata Manager displays the data lineage for the report in a separate browser window. Data Analyzer connects to a Metadata Manager server. 2. You can click a folder to view its contents. When you access data lineage from Data Analyzer. 4. the Folders task area displays the folders within the folder. close the browser window. Note: You can view data lineage on the Internet Explorer browser. Working with Folders When you open a folder. Optionally. and click New Folder. Click OK. and click Data Lineage in the shortcut menu. -orClick the folder name. and click Data Lineage in the Details task area. 5. On the Find tab. or PDF document. navigate to the folder where you want to create the new folder. For example. and public dashboards. The folder appears in the Folders task area. Working with Folders 39 . Excel. You can create folders and shortcuts to folders. The folder name must be unique within the parent folder. 3. To create a folder: 1.Data lineage shows the flow of the data displayed in a report. Right-click the folder name. Use data lineage to understand where the report data is coming from. navigate to the folder that contains the report you want to use. Creating a Folder You can create a folder in the Public Folders or in your Personal Folder to store reports. enter a description for the folder. You can view details about each object in the data lineage. 2. To access data lineage for a report: 1. enter a name for the folder. Maximum length is 255 characters. In the Folder window. You can also email the data lineage to other users. You can export a data lineage to a HTML. which displays the data lineage in a separate browser window. You cannot view data lineage on the Mozilla Firefox browser. shared documents. -orRight-click the item.

-orClick the folder name. In the Folder window. -orClick Folder Properties. The shortcut has the same name as the folder. and click Rename. The shortcuts that you create are specific to your user account. report. Description of the folder. and click Create Shortcut in the Details task area. make the necessary changes. click the folder name.Editing a Folder You can edit the name or description of any folder you create. click the shortcut name. Right-click the folder name. Keywords for the folder. To create a shortcut to a folder: 1. 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. 2. On the Find tab. 3. and click Create Shortcut. -orClick the folder name. Date the folder was last modified. To edit a folder: 1. and then click Delete Shortcut. Or. The shortcut appears in the Shortcuts task area. Right-click the folder name. On the Find tab. 4. You cannot edit the Personal Folder and Public Folders folders. 2. or shared document. dashboard. navigate to the folder you want to use. Creating a Shortcut to a Folder You can create a shortcut to a folder. User name of the person who created the folder. and then click Delete Shortcut in the Details task area. 40 Chapter 4: Accessing Data Analyzer Content . Click OK. User name of the person who last modified the folder. Shortcuts allow you to quickly locate a folder. right-click the shortcut name. The shortcut displays in the Shortcuts task area on the Find tab. Date the folder was created. and click Rename in the Details task area. Location of the folder in the content folders. Note: To delete a shortcut.

Data Analyzer uses icons that help you identify the file type of a shared document. For more information. Associating shared documents with a department or category also helps you search for these items when you create or edit a dashboard. The location must start with http:// or https://. description. -orClick the folder name. The shared document link name must be unique within the folder. Description of the shared document. Enter the following information: Property Name Description Name of the shared document link in the repository. and click Add a Shared Document in the shortcut menu. URL Address Description Keywords Select a Category Select a Department 4. description. navigate to the folder where you want to add the shared document. You can also change the category or department for the shared document. For more information about these icons. Associating shared documents with a department or category can also help you search for these items on the Find tab. 3. You can email a shared document from the Find tab. see the Data Analyzer Administrator Guide. Adding a Link to a Shared Document You can add a link to a shared document in the Public Folders or your Personal Folder. Shared documents are not stored in the repository. To organize the shared documents. For example. you can associate them with a department or category. Working with Shared Documents 41 . The repository stores the name. To add a link to a shared document: 1. Right-click the folder name. 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. Category for the shared document. 2. Data Analyzer does not verify that the document exists. or URL address of a shared document. and URL address of a shared document. Location of the shared document. Make sure that this is a valid URL. and click Add a Shared Document in the Details task area. Editing a Shared Document You can edit the name. Maximum length is 255 characters. The name can contain spaces and numeric characters. The Data Analyzer system administrator creates these departments and categories.Working with Shared Documents A shared document is a document that you want to share with other Data Analyzer users. you can organize sales-related shared documents in the Sales department and revenue-related shared documents in the Revenue category. see Table 4-3 on page 31. Click OK. On the Find tab. Department for the shared document. The Shared Document window appears. A shared document can be a web page or a file that resides on a web server. Keywords for the shared document. The shared document link appears in the selected folder.

To email a shared document: 1. Make the necessary changes. You can add related shared documents to a report on the Analyze tab. Data Analyzer limits the combined size of all attachments to 2 MB. 6. Click OK. Click Edit. You can click the report name to open it. click the shared document name. 4. Location of the shared document in the content folders. In the Results task area. The Find page appears. 3. Data Analyzer uses the reply-to email address as the From address for the outgoing email. Keywords for the shared document. navigate to the folder that contains the shared document. click Email. The Compose Mail window appears. Date the shared document link was last modified. 4. 5. Report names related with this shared document. If you do not have a reply-to email address. If you do not have a reply-to email address. In the Details task area. 2. 3. see “Adding a Related Link” on page 187. The Shared Document window appears. In the Results task area. Data Analyzer attaches the shared document link to the email. Date the shared document link was created. Click the Find tab. 2. On the Find tab. 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. User name of the person who last modified the shared document link. User name of the person who created the shared document link. You can attach up to three reports or documents to outgoing email messages. For more information. Navigate to the folder that contains the shared document you need. 42 Chapter 4: Accessing Data Analyzer Content . You can add a reply-to email address on the Web Settings page of the Manage Account tab. -orClick Document Properties. Data Analyzer prompts you to enter a From email address. Emailing a Shared Document When you email a shared document. Description of the shared document.To edit a shared document: 1. enter your email address in the From field.

Click Browse to select a file. After you add a report or shared document to your personal dashboard from the Find tab. 6. For more information. and click OK.). Adding a Report or Shared Document to Personal Dashboards On the Find tab. and click Attach to attach the file. Enter the following information: Property To Cc Bcc Subject Text box Description Email address of the recipient. Body of the email. Click OK. Click Send. 2. Email address for carbon copying the email. you can email the shared document to a contact in the directory. Subject of the email. see “Selecting Email Recipients from the LDAP Directory Service” on page 255. The Attachments window appears. In the Details task area. click Attachments. Note: You cannot add composite reports to your personal dashboard from the Find tab. You can include more than one email address. On the Find tab. You can send the email to more than one recipient. To add a composite report to the dashboard. Data Analyzer adds the item to the selected container on your personal dashboard. Select the container on your personal dashboard where you want to add the item. 4. Note: If the Data Analyzer system administrator has configured the LDAP directory. you can remove it from the Create Dashboard Wizard. Email address for blind carbon copying the email. In the Results task area.5. you can add reports and shared documents to any container on your personal dashboard. To attach another report or shared document to the email message. 7. 3. You cannot add an item to more than one container. To add an individual report or shared document to your personal dashboard: 1. You can include more than one email address. click the report or shared document name. Separate multiple email addresses by a comma (. navigate to the folder that contains the report or shared document you want to add to your personal dashboard. click Add to Dashboard. Data Analyzer sends the email to the specified recipients. Adding a Report or Shared Document to Personal Dashboards 43 . use the Create Dashboard Wizard.

44 Chapter 4: Accessing Data Analyzer Content .

table. Public Dashboards Public dashboards are pages that display indicators and links to reports and shared documents. 51 Previewing a Dashboard. Preview the dashboard. 2. 46 Creating Dashboard Filters. 4. Public dashboards allow a set of users to access related information on a single page. you can save the dashboard to a folder within Public Folders.CHAPTER 5 Creating a Dashboard This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. 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. complete the following steps: 1. Publish the dashboard for public dashboards. 3. 45 Selecting Layout and Content. By default. 45 . or gauge indicators Select the layout and content for the dashboard. You can then subscribe other users to this dashboard. To share a public dashboard with other users. Create dashboard filters. 52 Publishing a Public Dashboard. all users have read permission on Public Folders. Users can access public dashboards for which they have read permission. You can add the following items to a public dashboard or your personal dashboard: ♦ ♦ ♦ To create a dashboard.

You can use one or two columns to create up to 30 containers. Optionally. or indicator. You can select a layout for the dashboard or create a custom layout. In the Layout section. you can also include container lines and background shading when you print the dashboard. reports. A container is a section on the dashboard. You can view your personal dashboard on the View tab. By default. Selecting Layout and Content The first step in creating a dashboard is selecting the layout and content. Selecting a Layout Data Analyzer provides a set of predefined layouts. you want to organize two types of reports in separate sections on the dashboard. Available Layouts for Creating Dashboards Default layout By default. you can browse the folders to locate indicators. by default. After you select a layout. see “Viewing a Dashboard” on page 18. Data Analyzer creates an empty personal dashboard. and shared documents. you can specify a different dashboard to display each time you log in. You can choose a layout with two containers. By default Data Analyzer prints the container lines and background shading. Creating a Custom Layout You can create a custom layout for new dashboards. Data Analyzer displays your dashboard each time you log in. or shared documents you want to add to the dashboard. you must give read permission to your Personal Folder to a user before you subscribe the user to the dashboard. For more information. Personal Dashboards When you log in for the first time. You can also search for the items you want to add. You can also share the public dashboard if you save it to your Personal Folder. Figure 5-1 shows the available layouts: Figure 5-1. You can create one custom layout for each dashboard. However. you specify the number of columns and rows you want to use. reports. the user can view the dashboard. You can edit your personal dashboard to add indicators. You can move containers up or down or side to side in a selected layout.When you subscribe a user to a dashboard stored in Public Folders. Data Analyzer selects the layout with two horizontal containers. Data Analyzer adds it to your subscription list on the View tab. and then add any available report. Use a container to group dashboard content. For example. shared document. When you save the personal dashboard. For more information about subscription. see “Subscribing Users to a Report or Dashboard” on page 128. You can define the maximum number of 46 Chapter 5: Creating a Dashboard . Your personal dashboard does not display on the Find tab. When you create a custom layout. Each layout consists of one or more containers.

by default. Data Analyzer uses your default layout. 5. see the Data Analyzer Administrator Guide. Click Custom Layout. 3. When you create a new dashboard. You can configure the dashboard to use a different layout or change your default layout at any time. For more information about configuring this property. you can create a query to search for reports created by jdoe. Click Layout. or create a custom layout. Click Create > Dashboard. you can still use a predefined layout for the dashboard. Save the dashboard. Select the layout you want to use. After you create a custom layout. Click Create > Dashboard. Figure 5-2 displays a custom layout in a new dashboard: Figure 5-2. you select a subject for the query and a criteria to refine the selected subject. 6. Selecting Layout and Content 47 . you can use a predefined layout or a custom layout. For example. 2. When you set a default layout. Enter a number of rows. In this query.properties file. Setting a Default Layout Each user can set a default layout for the dashboards they create. When you create a query. Click to edit custom layout. 3. To create a custom dashboard layout: 1. Click Set as Default. You can also edit the custom layout or make it the default layout for all new dashboards. Data Analyzer displays it as a layout option for the dashboard. Click Layout. 2. 4. You can create up to 30 containers. Select the number of columns. 7.containers for all custom layouts with the CustomLayoutMaximumNumberofContainers property in the Data Analyzer. Custom Layout Option in Dashboard Layout selected for the dashboard. After you create a custom layout. Click OK. To set your default layout: 1. Data Analyzer uses the selected layout as your default layout for all new dashboards. 4. “reports” is the subject and “created by jdoe” is the criteria that refines the subject. The Custom Layout window appears. Creating a Query to Search for Content You can create a query to search for content.

When you search for reports. reports. You can change the position of items within a container. 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 also save a different query as the default query for searching content. reports. Table 5-1 lists the icons that identify indicators: Table 5-1. Data Analyzer displays up to 25 reports or shared documents. “I have edited recently”. “I have viewed recently”. 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.You can select indicators. such as “subscribed by. The search results contain the indicators. you can add it to a container in the dashboard. You cannot add an item to more than one container. 48 Chapter 5: Creating a Dashboard . and “I have added recently”. For more information about saving a query. Data Analyzer does not support this criteria for table and chart indicators. These icons are the same as those that display in the search results on the Find tab.” requires you to enter a value for the criteria. Data Analyzer displays a list of criteria that you can choose from to refine the subject. -orTo select layout and content for your personal dashboard. To select layout and content for a new public dashboard. Certain criteria. Data Analyzer searches for gauge indicators only. the value is the system name of the attribute or metric from the report or indicator you want to find. Data Analyzer uses icons to identify the different types of items in the search results. When you select the “with attribute” or “with metric” criteria.” You can save other queries you use frequently. or shared documents as the subject for the query. The default query Data Analyzer displays for searching dashboard content is “Show indicators I have created. For criteria “I view frequently”. You can remove an item you no longer want on the dashboard. If the query results contains 15 or more items. see “Saving the Query” on page 32. Data Analyzer uses icons to identify the type of indicator. click View > Personal Dashboard > Edit. click Create > Dashboard. When you search for indicators. When you search for indicators using the “with attribute” criteria. To select layout and content for a dashboard: 1. Depending on the subject. The system name is the unique name for the attribute or metric in the Data Analyzer Schema Directory. Search Results When you run the query. Data Analyzer displays the search results. or shared documents for which you have read permission. Data Analyzer uses icons to describe the report. you can scroll in the results list.

Click the layout you want to select. For more information about creating or editing custom layouts. see “Creating a Custom Layout” on page 46.Data Analyzer opens the Create Dashboard Wizard and displays a dashboard with the default layout. Data Analyzer assigns Personal Dashboard as the name for your personal dashboard. 4. Click the container where you want to add content. Enter a unique name for the new dashboard. Default layout. Enter a name for the dashboard. You can enter a name up to 255 characters. Click to edit the layout. 3. click Custom Layout. click Set as Default. click Layout. To create a custom layout. Selecting Layout and Content 49 . The Create Dashboard Wizard displays the new dashboard with the selected layout. To select another layout. 2. To set the selected layout as the default layout for all dashboards you create.

Data Analyzer displays the contents of a selected folder. reports. enter a name and description for the container. click Saved Queries. Selected container 5. Click Add for the indicator. and click a query.Data Analyzer selects the container where you want to add content. Query Query results 7. To use a previously saved query. report. or shared document you want to add to the selected container. 50 Chapter 5: Creating a Dashboard . The indicator. reports. Folders task area Optionally. 6. reports. -orDouble-click the indicator. or shared document appears as content in the selected container. Data Analyzer displays indicators. or shared documents you want to add to the dashboard. report. report. -orCreate a query to display indicators. or shared documents. or shared document you want to add to the selected container. Navigate the folders in the Folders task area to locate indicators. or shared documents matching the search criteria.

click anywhere in the container. click the item name. 6. You can create dashboard filters for value-based indicators and position-based indicators. If you create filters on a dashboard with multiple indicators. Repeat steps 3 to 4 to add more attributes to the dashboard filters. you can create a dashboard filter to analyze data displayed on the indicators. Dashboard filters are based on report data. 10. you must save the dashboard to view the changed position on the Preview page. Creating Dashboard Filters After selecting layout and content. Data Analyzer displays “No data to display” on the indicator. Click these arrows to specify the display order to use for the dashboard filters. You can create dashboard filters for the whole dashboard or for individual dashboard containers. To change the position of an item. For position-based indicators. To select another container. click Filters. click the item name. Click Save to save the dashboard filters. time attributes. 5. You can create dashboard filters on attribute values of a report. You can create multiple filters for an indicator. 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. Click Add. On the Create Dashboard Wizard. 4. The Filters tab appears. To change the position of containers on the dashboard. you can filter any attribute value in the report. To remove an item. see “Working with Indicators” on page 273. Creating Dashboard Filters 51 . 3. Note: If you change the position of containers. click the Move the Container Up or Move the Container Down buttons. When you delete an indicator from a dashboard. or shared documents to the selected container.8. -orSelect Individual Containers to apply filters on individual containers. 2. For value-based indicators. and click the Remove button. You must edit or delete these filters. To create a dashboard filter: 1. When you create more than one filter for an indicator. Data Analyzer adds the selected attributes to the Dashboard Filters section. 9. If the results of the dashboard filter do not fit within the attribute range. Data Analyzer includes all attributes for all reports in the filter list. Data Analyzer displays a Move Up and Move Down arrow next to each filter item. Repeat steps 6 to 9 to add indicators. For more information about value-based and position-based indicators. and attributes of the HTML datatype in dashboard filters. Select Whole Dashboard to apply filters on the whole dashboard. Select an attribute from the Filter By list. reports. and click the Move Up or Move Down button. Note: You cannot use time settings. Data Analyzer invalidates any filters created on that indicator.

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

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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

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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 7: Selecting Attributes for a Report

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

You can select the granularity from a list of available options. 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. For example. you can select the Week by Week or Day by Day granularity. In the report table. If you select Between Dates or For Date as the time period. the Data Analyzer system administrator must set up the time periods (calendar attributes) when configuring the calendar. Data Analyzer displays a label in the column headers to identify the current time periods. To use time periods in reports. The system administrator can set Today based on the time in the data warehouse or based on an SQL expression. You can select from a list of available time periods. Certain relative time periods aggregate the data in a report. Data Analyzer includes data up to midnight the day before the current day by default. MTD (Month-to-Date). if you select For Current Quarter as the time period. and YTD (Year-to-Date). QTD (Quarter-to-Date).Time Period You can select a time period for the data you want to display in the report. independent parts. you can select granularity for the time period. Time Period 65 . or Today. The available granularities depend on the time period you select. When you select an absolute time period. you can display the day as a date or a number. When you select time period or granularity as day. Granularity for the Time Period Once you select a time period for the report. contact the system administrator. Data Analyzer does not display the label in the column header. However. For example. Today is set to the system time of the Data Analyzer server machine. such as the year 2002. By default. Data Analyzer displays all data for that time period. Data for all time periods displays side-by-side in the report table. the system administrator can configure Today to include the current day. You can select up to four time periods for a report. These time periods include WTD (Week-to-Date). and January 13. If you select Hour by Hour granularity. The Data Analyzer system administrator sets a value for the current day. When you display the report. Use granularity to divide the data into smaller. Table 8-1 on page 68 lists the time periods you can select for a report. if you select For Current Month as the time period. When you select aggregating time periods. The number represents the day number of year. For more information about the definition of Today. 2004. This results in data from the current day being included in reports. If you do not select a granularity for the time period. 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. you must choose the dates for the time period. you must provide values for the time period. you can select Month by Month granularity to display the data for each month within that quarter. Q2 of the year 1999.

displaying null values for any time periods with no data. If you select WTD (Week-to-Date) and compare with the same week in the previous year. 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. from least recent to most recent data. you can compare with the previous year only. Data Analyzer ignores any filters set on the time period. Since Data Analyzer compares data using day numbers. based on time. Continuous Time. 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. If you choose to display continuous time. the current year is 2004. With Continuous Time. The day numbers might not correspond to the same dates in the two time periods. Data Analyzer always performs the comparison using day numbers. This allows you to exclude irrelevant or misleading data from a report. If you select time period or granularity as day and compare data with a time period in the previous year. Data Analyzer displays the data in chronological order. you can drill into the report to change the granularity for the time period in the report. the report displays data for the entire time period. By default. 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. you compare March 1 of one year with the same date in the previous year.To use granularity options. if your organization shut down for the month of December. When you display a report with time settings on the Analyze tab. 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. For example. For example. you can exclude December from a productivity report. For example. 66 Chapter 8: Adding Time Settings to a Report . and the current day is 194. if you exclude weekends from the time period. Exclusions You can choose to exclude certain data to display in the report. You can display data for all items within a time period. you can compare data from the selected time period against data from another time period. but it observes any exclusions set on the time period. the current week is 29. 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. For example. the Data Analyzer system administrator must set up the corresponding time periods when configuring the calendar. Data Analyzer does not display the weekend data in the report. You can display most recent to least recent data in the report. which is a leap year.

if you create a report that shows sales data for the current year. Prompts for Time Settings in a Report 67 . For example.You can select up to four exclusions for one time period. For example. You can exclude data for certain days of week from the report. users can view different time settings in the report. You can exclude data between two dates from the report. Steps for Adding Time Settings to a Report If the Data Analyzer system administrator has created a time dimension table for a schema. Data Analyzer includes the beginning and end dates in the exclusion time period. You can exclude data for certain weeks from the report. for the first eight weeks of the year. You can select the following exclusion options: ♦ ♦ ♦ Day(s) of Week. Date. enter the following: 1-8 ♦ ♦ Between Dates. and another user can view sales data for each quarter. Prompts allow users to select the time settings they want to display in a report. Weekends. Prompts for Time Settings in a Report You can create a prompt for a report based on the time settings in the report. You can add time settings from the Create Report Wizard or Analyze tab. For example. 2 You can also enter a range for the weeks. enter the following: 1. to exclude data for the first two weeks of the year. You can exclude data for a certain date from the report. one user can view sales data for each month. you can add time settings to the report. if you select the common calendar for a report. You can exclude data for weekends from the report. Week(s) Numbered. By selecting values for the prompt.

The number represent the day number of year. Data Analyzer calculates the growth based on the day numbers. you want to calculate day-by-day growth in a month in 2004 over each day in the same month in 2003. Table 8-1 lists the time periods you can select for the report: Table 8-1.To add time settings to a report: 1. Data Analyzer always calculates the growth based on the day number of year. Filters. To add time settings to a report from the Create Report Wizard. select a calendar for the time attributes. and Rankings > Time. For Current Week Relative 68 Chapter 8: Adding Time Settings to a Report . click Create > Report > Select Time. Displays data for the current week. display the report on the Analyze tab. Time Periods Time Period For Current Day Relative/ Absolute Relative Description Displays data for the current day. 5. 6. For example. 3. edit the time keys for the metrics in the report. You can choose to display the time period as a date or a number. From the Time Period list. Optionally. Note: If you add a growth calculation for the time period. Click Time to display the Time tab. 4. which might not correspond to the same dates in the two years. select a time period for the data you want to display in the report. Expand the Time Keys and Calendar Settings task area. Click Add Time Setting. Time Keys and Calendar Settings task area -orTo add time settings to a report from the Analyze tab. 2. Data Analyzer displays calendars in the Calendar list that the system administrator configured. The Time tab appears. From the Calendar list.

Note: Data Analyzer displays those granularity options that the system administrator has configured. Use the drop-down calendar to select the beginning and ending dates for the time period. quarter. or quarters for the time period from the available calendar. 8. The number represents the day number of year. Displays data for specified year or years. week. Displays data for days between the specified beginning and ending dates. Displays data for the current year until the current day. Displays data for the current month until the current day. On the Mozilla Firefox browser. Use the drop-down calendar to select the date for which you want to display the data. if you select more than six months or quarters. If you selected For Years as the time period. enter the number 3. Use the dropdown calendar to select a set of months or quarters for the time period. 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. Steps for Adding Time Settings to a Report 69 . enter 1999. Displays data for specified months or quarters. Selected months or quarters display in the calendar task area. the selections display outside the calendar task area. To select granularity. If you select day as the time period. The number represent the day number of year. months. Data Analyzer displays separate columns for each date or each time period. Displays data for the current quarter until the current day. Data Analyzer displays only those time periods that the system administrator has configured. 9. and not 99. you can choose to display the day as a date or a number. Displays data for the current quarter. Displays data for the current year. You can enter multiple years separated by commas. You must enter the year or years for which you want to display the data. quarters. select a value from the granularity list. For example. You must enter a number of the time period and select the time period. If you select Between Dates or For Last N Time Periods as the time period. If you selected another absolute time period. Displays data for the current week until the current day.Table 8-1. Displays data for a specified date. 7. 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. weeks. month. If you select For Last N Time Periods as the time period. For example. months. Displays data for the last N days. If you select Day by Day granularity. select Show as Single Column to display consolidated data for all dates in the selected time period. select dates. select Include Current Time Period to display data for the current day. you can choose to display the time period as a date or a number. or year. If you do not select Show as Single Column. enter values for the time period. to view data for the last three weeks. and then select Week(s). Enter the complete year. On the Time tab. inclusive. or years.

Select the display settings you want to include in the report. Data Analyzer populates the prompt with the values you selected for time periods. and then click Select Dates to select an end date for the exclusion. click Select Date(s) to select a date for the exclusion. 12. Click the Expand button to display refinements. Date 14. Enter multiple week numbers separated by commas. When you display the report. enter week numbers for the exclusion. repeat step 13. You can change the calendar. You cannot create a prompt for the time setting from the Analyze tab. To compare data against data from another time period. You can select up to four exclusions for a time period. If you select this option. 15. You can also enter a range of weeks. and refinements when adding time settings. Click the Refinements arrow to expand the refinement options. time period. You can select up to four time settings for a report. To exclude certain data based on time. If you select this option. click Select Dates to select a beginning date for the exclusion. Data Analyzer includes the beginning and end dates in the exclusion time period. If you select this option. Comparison List 11. To select another time setting for the report. Select this option to exclude data between certain dates. Select this option to exclude data for weekends. choose the days of week for the exclusion. click Add Exclusion. Data Analyzer prompts you to select the time settings you want to display in the report. Select this option to exclude data for a certain date. granularity. Data Analyzer displays the refinement options. 70 Chapter 8: Adding Time Settings to a Report . To create a prompt for the time settings. repeat steps 5 to 14. granularity.10. 16. select Prompt This Time Setting Before Running. 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. and refinement values. To exclude additional data. Select this option to exclude data for certain weeks. select the time period from the comparison list. 13. If you select this option.

The summary includes the time period and granularity. Click OK. click Create > Report > Select Time. To edit a time key on the Time tab: 1. Steps for Adding Time Settings to a Report 71 . and Rankings > Time. open the report where you want to add time settings. 4. Expand the Time Keys and Calendar Settings task area. Select time keys for each metric in the report. To edit a time key on the Create Report Wizard. Filters. click Save. On the Time tab. 2. -orTo edit a time key on the Analyze tab. A list of available time keys for each metric in the report displays. Editing Time Keys Time keys allow you to track the business life cycle of a metric. Data Analyzer displays the Time tab. Data Analyzer displays a summary of the time settings on the Create Report Wizard. 3. you can edit the time keys. Click Time. You select a time key for a metric on the Select Metrics page. The Time tab displays the new time keys. To save the report.17.

72 Chapter 8: Adding Time Settings to a Report .

73 Creating an Attribute Filter. Sets a range for the report data based on selected attribute values. Sets a range for the report data based on selected metric values. When you display a report on the Analyze tab. You can view or edit the SQL query for the filter in advanced mode. by default. You can create multiple attribute or metric filters for the report. 83 Setting a Filter Identifier. Filtersets. By default. 80 Working with Filtersets. If you edit the SQL query for the filter. Data Analyzer does not validate the edited SQL query. When you create a filter. users can remove the filters from the report. 74 Creating a Metric Filter. 86 Adding or Deleting a Filter on the Analyze Tab. Data Analyzer displays the metric or attribute name. This ensures the report always displays filtered data. Data Analyzer displays the filter in basic mode. a filter condition. such as the revenue for the five most profitable products. Metric filters. 88 Using a Global Variable. You must make sure that you use correct syntax and logic in the SQL query. 91 Overview You can use a filter in a report to set a range for the report data. but part of the same analytic or organizational schema. you cannot view or edit the filter in basic mode. but when you create a filter. the filters in the report display in the Filters task area. and values for the filter. Types of Filters You can create the following types of filters: ♦ ♦ Attribute filters. you can restrict users from deleting the filters. You can also create filters on attributes or metrics that are not part of the report. 73 . and Filter Identifiers This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. In basic mode.CHAPTER 9 Working with Filters.

Data Analyzer uses the AND operator to apply all filters to the report. Create filters on the Analyze tab. see “Working with Filtersets” on page 83. The report must display the seasonal inventory items belonging to the winter product group or the summer product group.BRAND IN ('American Corn') AND BRAND. You can use a global variable as the value for an attribute filter. Data Analyzer displays the filters in simple grouping mode. After you run a report.CATEGORY IN ('Supplies')) You can group attribute filters and metric filters separately. you can also create filters for the report on the Analyze tab. You can create two attribute filters for the Product attribute. in the following attribute filter. In this mode. see “Setting a Filter Identifier” on page 86. You can set filter identifiers for attributes in a report. For more information. For more information.BRAND IN ('Indian Food')) OR (CATEGORY. Data Analyzer stores filtersets in the repository. You can use filtersets in more than one report. Creating an Attribute Filter You can create an attribute filter for any attribute in the schema except CLOB attributes. Grouping Multiple Filters If you have multiple attribute or metric filters. If you have multiple filters. You can also use parenthesis to create more complex filters. and Filter Identifiers . You can switch to advanced grouping mode. Data Analyzer displays the list of attribute values that the system administrator 74 Chapter 9: Working with Filters. You can create metric filters from the Create Report Wizard. you can set a display option to group the common prompt filters. Create and use filtersets. The Data Analyzer system administrator can limit the attribute values for a filter to a specific set of values. You can create a filterset to use it in other reports. Tasks You can complete the following tasks to filter data you want to display in a report: ♦ ♦ ♦ ♦ ♦ ♦ Create attribute filters. For example. and the item cost. use the OR and AND operators to group the filters. You can also use filtersets created by other users. so that the report always displays inventory for all the seasonal items. For example. see “Using a Global Variable” on page 91. When you create the filter. You can create attribute filters from the Create Report Wizard. Set filter identifiers. In this mode. For more information. By default. you want to create a monthly inventory report for seasonal items. you can change the order in which Data Analyzer applies the filters to the report. Data Analyzer filters report data based on the American Corn and Indian Food brands or the Supplies category: (BRAND. Filters and Filtersets for Composite Reports When a composite report displays prompts with filters and filtersets for its subreports. see “Creating an Attribute Filter” on page 74. see “Creating a Metric Filter” on page 80. For more information.A collection of filters is called a filterset. Create metric filters. Use the OR operator to group the filters. by default. if two reports contain a filter for “Sales Region. For more information. For example. Use global variables. Data Analyzer applies the filters to the report in the order in which they appear on the Filters tab.” you can group this prompt filter for both subreports. For more information. see “Adding or Deleting a Filter on the Analyze Tab” on page 88. Filtersets.

Use progressive filtering to select attribute values for a second filter based on the attribute values you select for the first filter. If you create prompts based on the attribute filters. you can select or enter values for the filter. if you specify the date as 01/01/80 in the mm/dd/yy format in a filter condition. Data Analyzer might also exclude null values from the report depending on the type of database you use as the data source. Note: When you create an attribute filter based on the Exclude. If you specify the year in the yy format. Data Analyzer does not validate the edited SQL query. Depending on the filter condition you selected. you can use progressive filtering in reports. When you create a prompt. Use global variables in attribute filters. When you create an attribute filter. or Only Show Values Not Equal To filter conditions. The system administrator might use a dimension-level filter to set the list of values displayed for an attribute folder. Note: To use progressive filtering. 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. not 01/01/2080. Use this text to provide hints or tips to the user. A global variable holds any attribute value that you might want to use in a report filter. Steps for Creating an Attribute Filter In basic mode. You can change the date format for a date attribute on the Layout and Setup page of the Create Report Wizard. When you create the filter on Product Name with progressive filtering. Data Analyzer assumes the year to be within -80 or +20 years of the current year. you can create a prompt based on an attribute filter. you can edit the SQL query for a filter. Data Analyzer assumes the attribute value for the filter to be 01/01/1990. you must specify the year part of the date values in the yyyy date format. the attributes must either belong to the same dimension table or belong to dimension tables that are related to each other. In advanced mode. Data Analyzer displays only product names that belong to the books product group. For example. you can use progressive filtering for the prompts. If the prompts display attribute values in a progressive manner. Use global variables to have a different value for an attribute filter each time you run a report without changing the filter. you create an attribute filter to display only the “books” product group. Using Progressive Filtering When you create more than one attribute filter. you cannot select Others as a value for the filter. The system administrator can also set a dimension-level filter for all attributes in a dimension table. Creating Prompts Based on an Attribute Filter In an on-demand report. You can create attribute filters for Null and Not Null conditions. Filters on Date Attributes You can create filters on date attributes where you specify a filter condition and date values for the filter. report users can select attribute values for a second filter based on the attribute value they select for the first filter. For example. Creating an Attribute Filter 75 .specifies for the attribute. You might want to use these conditions to create reports that either include or exclude null values. you can create filters on an attribute. If you edit the SQL query for an attribute 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 select a filter condition. you can enter text to describe the prompt. Only Show Values Not Similar To. you can also use certain system variables in the SQL query.

If the value contains the name of a schema element name. Filters. and Filter Identifiers . and Rankings > Filters. The attribute list displays the attributes in the current report. Data Analyzer considers the global variable name. click Attribute Filter. You cannot add quotes around literal values in a comma-separated list of values. 76 Chapter 9: Working with Filters. Filtersets. Click Select an Attribute to select an attribute for the filter. you cannot use the advanced mode for the following types of attributes: ♦ ♦ When you create an attribute filter. 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. Custom attributes Attributes in a hierarchical schema When you create a filter. To create an attribute filter: 1. Add double quotes around the literal values in custom attributes. Data Analyzer considers a JDBC function token and passes the value as is. click Select Other Attributes. in the Add Filter task area. Click Create > Report > Select Time. 3. Data Analyzer considers the table name for the schema element name. Attribute List Filter Condition List -orTo select an attribute that is not part of the report. The Filters tab appears. CLOB attributes are not available for attribute filters. For more information about global variables. 2. In the Add Filter task area.Ensure that you use correct syntax when you create attributes: ♦ ♦ ♦ Add single quotes around literal values for attributes with a SQL expression. If the value starts with a function. see “Using a Global Variable” on page 91. Data Analyzer interprets the value between curly brackets (“{value}”) within filter expressions as follows: ♦ ♦ ♦ ♦ If the value contains the name of a global variable.

You can go to step 5. You can also use partial names in the search. Enter an attribute name and click Find. The Choose Attribute Values window appears with the first 100 values. CLOB attributes are not available for attribute filters. Both wildcards characters represent one or more characters. To select values for the filter from the list of available values. you must select attributes from the same database table. 5. To search for an attribute value. 4. If you select attribute values. Tip: You can use the wildcards asterisk (*) or percent (%) in the search. Click the attribute folder from where you want to select an attribute for the filter. Attributes in the selected attribute folder. Creating an Attribute Filter 77 . For a report with attributes only. Click to search for an attribute. Selected attribute folder. If the report uses metrics and attributes from an hierarchical schema. when you display the report. Data Analyzer populates the prompt with those values. 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. Enter an attribute value to search. select a filter condition. click the Find tab. To search for a specific attribute. and click Search. Select values for the filter by choosing one of the following options: Select Attribute Values. Data Analyzer adds the selected attribute to the attribute list on the Filters and Rankings page. From the filter condition list. Click Select for the attribute. you do not need to enter attribute values for the filter. enter the attribute value in the text box. click Select Attribute Values.The Attribute Selection window appears with all available attribute folders in the schema.

repeat steps 3 to 9. Note: Oracle limits the SQL WHERE clause to 65. You can manually enter a value when you create an attribute filter based on the Show Only or Exclude filter conditions. Enter an attribute value for the filter. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. If you select a large number of attribute values for a filter. Data Analyzer might display text boxes for the attribute values. If an attribute value for a filter contains {or} characters. Data Analyzer prompts you to select the attribute values you want to display in the report. you might reach the 65. Data Analyzer displays an error when you run the report. enter a value or values in the text box. Data Analyzer displays the SQL query for the filter in advanced mode. Select the attribute values. To restrict users from deleting a filter from the report. 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. click Select Global Variable as Value. If you edit the SQL query. -orSelect Global Variable as Value. Users cannot delete the filter from the Filters task area on the Analyze tab. Or. 9. Note: You cannot use {or} characters in the attribute value for a filter. To manually enter an attribute value. and click OK. In advanced mode. To create a prompt for the attribute filter. Select less than 100 attribute values for each attribute filter. select Prompt this Filter Before Running. To use a global variable as a value. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the attribute filter. 8. 10.535 characters limit. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter.535 characters. Note: If the SQL query for the filter contains a single quote (‘) within a string. do not press the Enter key within the expression. In advanced mode. you must change this single quote to two single quotes. To add another attribute filter to the report. click Manually Enter a Value. and click OK. and click buttons to add the numbers or arithmetic operators to the SQL query. The text for the prompt appears in italic to the left of the attribute values. When you display the report. To view the SQL query for the attribute filter. Depending on the filter condition you selected. Data Analyzer displays another set of filter options in the Add Filter task area. In advanced mode. Click Add to add the attribute filter to the report. Click within the SQL query. selecting attribute values for the filter is optional.To display all attribute values. Filtersets. 78 Chapter 9: Working with Filters. 7. and Filter Identifiers . -orManually Enter a Value. Do not use CLOB columns in the SQL query. 6. select Restrict Removal of this Filter from Report. click Advanced. and enter the text for the prompt. An icon indicating that the filter removal is restricted if you restricted removal of the filter. When you create a prompt for the attribute filter. you can edit the SQL query for a filter. click Show All Values.

In the Add Filter task area. 2. To save the report. To remove an attribute filter. Open the report where you want to edit an attribute filter. and then click Edit. -orOn the Find tab. Click to add right parenthesis. click Attribute Filter. click Save. Click to add left Click to add parenthesis. in the Report Filters task area. 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. click the Remove button for the filter. Editing an Attribute Filter To edit an attribute filter: 1. The Filters tab appears. select Enable Progressive Filtering. To change the order in which Data Analyzer applies the filters to the report. and click Edit in the Details task area. click the report where you want to edit an attribute filter. Click Select Time. 13. operators. 12. you can group the filters in advanced mode. 3. Creating an Attribute Filter 79 . and click the Move Up or Move Down button. the Report Filters task area displays lists for adding parentheses and operators. from the Public Folders or your Personal Folder. Click the appropriate list to group the filters. 14. The Create Report Wizard displays the report. Filters. 11. and Rankings > Filters. Data Analyzer displays the number of filters on the Create Report Wizard. click Advanced. If you create more than one attribute filter. Indicates filter is prompted. Indicates filter removal is restricted. In advanced mode. To display attribute values in a progressive manner.Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area. Click to change the order of the filters.

Filtersets. To edit the filter. When creating a metric filter. Applying Metric Filters to Granular Data By default. you can edit the SQL query for a filter. Data Analyzer applies the filter before aggregating the data. Click Save. click the Remove button next to the filter. see the Data Analyzer Schema Designer Guide. In advanced mode. Creating a Metric Filter Metric filters must include numeric values only. To delete the filter. 5. When you apply metric filters to granular data. you can create filters on a metric. you can apply metric filters to granular data before the data is aggregated. 7. Data Analyzer edits the attribute filter. and Filter Identifiers . 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. If you apply metric filters to granular data for these metrics. Click the filter you want to edit. 6. make the necessary changes.4. you cannot use the advanced mode for the following types of metrics: ♦ ♦ Custom metrics Metrics in a hierarchical schema 80 Chapter 9: Working with Filters. Apply metric filters to granular data to specify more granular conditions for a filter. Steps for Creating a Metric Filter In basic mode. For more information about setting up aggregation methods when defining a metric. You can also save the modified report as a new report. an SQL error might occur when you run the report. 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. 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. Click Update.

and enter the text for the prompt. The metric list displays the metrics in the current report. select Apply This Filter to Granular Data. In the Add Filter task area. The text for the prompt appears in italic to the left of the attribute values. When you create a prompt for the metric filter. Metric List 4. Enter a value for the filter. 7. click Metric Filter. To apply the filter to granular data. Creating a Metric Filter 81 . you can select from the following filter conditions only: ♦ ♦ Only Show Values Equal To Only Show Values Not Equal To 5. Filters. before the data is aggregated. When you display the report. The Filters tab appears. Click Create > Report > Select Time.To create a metric filter: 1. you do not need to enter metric values for the filter. Filter Condition List Text Box to Enter Value From the filter condition list. and Rankings > Filters. If the report uses metrics and attributes from an hierarchical schema. Click Select a Metric to select a metric for the filter. 8. select Prompt this Filter Before Running. Data Analyzer prompts you to select the metric values you want to display in the report. Before the Data is Aggregated. To restrict users from deleting a filter from the report. 6. Add Filter Task Area 2. select a filter condition. To create a prompt for the metric filter. select Restrict Removal of this Filter from Report. 3. Users cannot delete the filter from the Filters task area on the Analyze tab.

Indicates filter is prompted.9. click Advanced. To change the order in which Data Analyzer applies the filters to the report. An icon indicating that the filter is applied to granular data if you applied the filter to granular data. In advanced mode. 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. and click buttons to add the numbers or arithmetic operators to the SQL query. Indicates filter removal is restricted. 10. Filtersets. Click Add to add the metric filter to the report. Click to add right parenthesis. Click to change the order of the filters. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the metric filter. 82 Chapter 9: Working with Filters. An icon indicating that the filter removal is restricted if you restricted removal of the filter. Indicates filter is applied to granular data. Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area. To view the SQL query for the metric filter. Click to add operators. In advanced mode. Click to add left parenthesis. Note: If the SQL query for the filter contains a single quote (‘) within a string. 12. 11. Data Analyzer displays another set of filter options in the Add Filter task area. click Advanced. you must change this single quote to two single quotes. and click the Move Up or Move Down button. Click within the SQL query. you can edit the SQL query for a filter. Do not use CLOB columns in the SQL query. and Filter Identifiers . To add another metric filter to the report. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter. repeat steps 3 to 10. If you edit the SQL query. Data Analyzer displays the SQL query for the filter in advanced mode. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab.

For example.If you have more than one metric filter. Click Update. You can also modify and remove filtersets from the Schema Directory. Click the filter you want to edit. you can group the filters in advanced mode. Data Analyzer updates the metric filter. To edit the filter. you can use this filterset. You can create filtersets in the following areas: ♦ ♦ Create Report Wizard. Editing a Metric Filter To edit a metric filter: 1. Data Analyzer displays the number of filters on the Create Report Wizard. from the Public Folders or your Personal Folder. 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. Open the report where you want to edit a metric filter. You can associate the filterset with a department or category to organize filtersets. 6. To delete the filter. and click Edit in the Details task area. you create a filterset to filter data for the north region. Click Select Time. you can save the drill filter or analysis filter as a filterset. You can view and set access permissions for a filterset in the Schema Directory. Analyze tab. In advanced mode. you can save the filters as a filterset. The Create Report Wizard displays the report. Use progressive filtering to select attribute values for a second filter based on the attribute values you select for the first filter. write. you have the read. 3. click the Remove button for the filter. click the report where you want to edit a metric filter. To save the report. When you create a filterset. and click Edit. Data Analyzer saves it in a folder called Filtersets in the Schema Directory. 2. the Report Filters task area displays lists for adding parentheses and operators. Click the appropriate list to group the filters. When you create filters for a report. The Data Analyzer system administrator creates these departments and categories. and Rankings > Filters. 5. Working with Filtersets A filterset is a reusable filter or set of filters. you can use progressive filtering in the filterset. 7. When you drill into a report or use an analytic workflow. 4. make the necessary changes. You can also save the modified report as a new report. By default. and change access permissions on filtersets that you create. In the Add Filter task area of the Filters tab. 13. Filters. -orOn the Find tab. Working with Filtersets 83 . Every time you create a report for the north region sales employees. click Save. Click Save. delete. click Metric Filter. If you create a filterset with more that one attribute filter.

4. and Rankings > Filters. -or- 84 Chapter 9: Working with Filters. 2. Brief description of the filterset. To create a filterset from the existing filters in the report. click Save as Filterset. You can select filters in one of the following ways: ♦ ♦ Select existing filters in the report. click the Filters link in the Filters task area. you can save them as a filterset. To create a filterset in the Create Report Wizard: 1. You cannot use CLOB columns in filters or filtersets. Filters. To create a filterset on the Analyze tab: 1. To use the filterset in the report. Description Name of the filterset. Click Create > Report > Select Time. Open the report where you want to create a filterset. you must apply the filterset to the report. Create the filters. Creating a Filterset in the Create Report Wizard After you create attribute filters or metric filters in the Create Report Wizard. When you select values in the report table. The Save Filterset window appears. You can create a filterset to include all existing filters in the report. you select filters for the filterset. However. 3. You can create attribute filters or metric filters or both. You can create a filterset from selected values in the report table. Comments Description Category Department 5. the filterset includes attribute filters only. Select values in the report table. Creating a Filterset on the Analyze Tab You can create filtersets on the Analyze tab. if the filters in a filterset include prompts. You can create a prompt for the entire filterset when you apply the filterset to the report. Data Analyzer prompts you to select values for the filters. Data Analyzer does not automatically apply a new filterset to a report. The report displays on the Analyze tab. Click OK. Data Analyzer adds the filters to the report and saves the filterset in the Schema Directory. Typically. when you run a report with prompts based on filters.To use a new filterset in the report you are working in. newline character. When you create a filterset on the Analyze tab. Filtersets. Data Analyzer does not prompt you to select values for the filters. or the following special characters: \/:*?“<>|[] Any comments about the filterset. The filterset name can include any character except a tab. You can assign a name to a filterset so that you or other users can use the filterset in Data Analyzer reports. You cannot use CLOB columns in filters or filtersets. Enter the following information: Property Name . and Filter Identifiers . Department for the filterset. you need to apply the filterset to the report. In the Report Filters task area. 2. Category for the filterset.

you can apply a filterset to a report from the Create Report Wizard. click Filterset. To apply a filterset when creating or editing a report: 1. you must apply the filterset to the report. For example. Filters. and Rankings > Filters. Department for the filterset. Data Analyzer prompts you to select the filtersets you want to apply to the report. if you create a query to search for filtersets created by a particular user. 5. newline character. In the Add Filter task area of the Filters tab.To create a filterset from selected values in the report table. The Filters task area displays any other filters for the report. You can also create a prompt for the filterset after you apply the filterset to the report. A list of filtersets appears. or the following special characters: \ / : * ? “ < > | [ ] 4. A prompt for a filterset provides the users with the option of selecting the filterset for the report. you can apply a filterset to a report from the Analyze tab. Applying a Filterset when Creating or Editing a Report When you apply an existing filterset to a report. The filterset name can include any character except a tab. you can create a prompt for the filterset. You can navigate the folders in the Filtersets folder to access the filterset you want to use. When viewing a report. you can select from a list of criteria to make the search specific. Click Create > Report > Select Time. Enter the following information: Property Comments Description Category Department Description Comments about the filterset. Brief description of the filterset. enter a name for the filterset. Analyze tab. the filterset appears in the Filtersets task area on the Analyze tab. Depending on the criteria you select. click items in the report table that you want to include in the filterset. When creating a report. Category for the filterset. When you create a query. Click Filterset. 3. Data Analyzer adds the filterset to the Filterset folder in the Schema Directory. In the Name this Filterset field. After you apply a filterset to a report. The Filterset tab displays the selected values. 2. 3. Locate the filterset you want to apply to the report. you need to enter a user name. You can create a query to search for existing filtersets. Click Save. You can apply a filterset to a report from the following areas: ♦ ♦ Create Report Wizard. You can now apply the filterset to the report. -or- Working with Filtersets 85 . you might need to enter a value for the criteria. Applying an Existing Filterset to a Report To use a filterset in a report. When you display the report.

click the Remove button for the filterset. Use filter identifiers to control the way users drill in a report or use analytic workflows associated with the report. A list of filtersets displays in the Results task area. The Filterset tab displays existing filtersets. click Saved Queries. you must have read permission on the filterset. 5. When a user drills on a Product Name attribute value. Open the report where you want to apply a filterset. You can select more than one filterset for the report. Click Add. 3. select Prompt Before Running. The filterset appears in the Filtersets task area on the Analyze tab. The selected filterset displays in the Report Filters task area under Filtersets. You can set a unique filter identifier for each attribute in the report. 2. click Save. For example. Click the filterset you want to apply to the report. Click 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. Data Analyzer uses the Product ID attribute value in that row as the drill filter. and click Go. 4. Applying a Filterset when Viewing a Report To apply a filterset to a report. and Filter Identifiers . click Saved Queries. 4. Click Filterset. you can set Product ID as the filter identifier for the Product Name attribute. 5. Data Analyzer displays the filterset properties in the Details task area. and click Go. and click a query. and click a query. -orClick the Refine Your Selection link to create a query to display filtersets you want to apply to the report. To create a prompt for a filterset. 7. 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. Click Add. 6.Click the Refine Your Selection link to create a query to display filtersets you want to apply to the report. 86 Chapter 9: Working with Filters. To use a previously saved query. Data Analyzer displays the filterset properties in the Details task area. A list of available filtersets appears. To apply a filterset when viewing a report: 1. To remove a filterset. The report displays on the Analyze tab. To save the report. Locate the filterset you want to apply to the report. Filtersets. To use a previously saved query.

Data Analyzer ignores any other filter identifiers that you set in the report.You can also set a single filter identifier for all attributes in the report. Drill filter Setting a Filter Identifier 87 . Selected metric value for drilling into the report. For example. you have a report that lists all product promotions undertaken by your organization. Data Analyzer uses all attribute values in that row as the drill filter. If you set a single filter identifier for all attributes. When a user drills on a metric value in this report.

CLOB columns are not available as filter identifiers. The Filters task area displays the filters for this report. 3. and Filter Identifiers . Data Analyzer continues to use it in the SQL query for the report. To set a filter identifier for all attributes in the 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. click Save. The analysis filter determines the data you see in the subsequent reports in a workflow. you can save the report as a new report or save the changes to the current report. Tip: You can choose to hide attributes that you use as filter identifiers in a report. but does not display it in the report table on the Analyze tab. Drill filter Similarly. Data Analyzer uses the filter identifier to create the analysis filter. After you make changes. 88 Chapter 9: Working with Filters. Data Analyzer uses the Promotion Name attribute value in that row as the drill filter. To set a filter identifier: 1. The Filter Identifier tab appears. Display the report on the Analyze tab. and Rankings > Filter Identifier. When you hide a filter identifier attribute. you can set Promotion Name as the filter identifier for all attributes in the report. Adding or Deleting a Filter on the Analyze Tab On the Analyze tab. select the attribute for each filter identifier from the individual attribute lists. select the attribute for the filter identifier from the All Attributes list. Filters. When a user drills on any metric value in this report. CLOB columns are not available as filter identifiers. Filtersets. you can add or remove a filter from a report.If you want the drill filter to include the Promotion Name attribute only. Click Create > Report > Select Time. To save the report. -orTo set a filter identifier for individual attributes. when you use an analytic workflow. 2.

Select or enter values. To add a metric filter to a report: 1. 5. 3. From the operator list. 7. see “Layout-Dependent Metric Calculations” on page 197.2. Click the Filter tab. 6. Click the Add button in the Attribute filter area. Select a metric. From the attributes list. Select an operator. 4. select an attribute for the filter. The Filter tab displays attribute and metric selection lists. You can also save the modified report as a new report. Adding or Deleting a Filter on the Analyze Tab 89 . The report displays with the new filter. The Filters task area displays the filters for this report. Click Save. select an operator for the filter. Enter values. 2. see “Creating a Metric Filter” on page 80. Select an operator. Display the report on the Analyze tab. Adding a Metric Filter on the Analyze Tab You cannot create filters on a layout-dependent metric calculation. CLOB attributes are not available for attribute filters. Select or enter a values for the filter. The Filter tab displays attribute and metric selection lists. You can select any available attribute associated with the report. For more information about layoutdependent metric calculations. For more information about metric filters. Click the Filter tab. Select an attribute.

Deleting a Filter on the Analyze Tab When you create a filter from the Create Report Wizard. The Filters task area displays the filters for the report. Filtersets. you can restrict users from deleting the filter from the report. You cannot delete such filters from the Analyze tab. 4. The report displays with the new filter. You can select from any of the metrics associated with the report. select a metric for the filter. Click Save.3. 7. Display the report on the Analyze tab. You can also save the modified report as a new report. From the metrics list. To remove a filter from a report: 1. 5. 6. 90 Chapter 9: Working with Filters. select an operator for the filter. Click the Add button in the Metric filter area. Enter values for the filter. From the operator list. and Filter Identifiers .

see “Adding Custom Attributes to a Report” on page 219. The report displays without the removed filter. click Select Global Variable as Value. stored procedure. see “Creating an Attribute Filter” on page 74. Use global variables that represent a single value. Use any global variable in the repository. click Select Global Variable as Value. For more information about indicators. When you use a global variable in a complex filter or expression. -orUsing a Global Variable 91 . or custom attribute expression without editing the report. Global variables can represent different types of values. make sure you know how and when global variable values will be updated. depending on how the value is configured in the repository. Click the Remove link for the filter you want to remove. make sure the resulting SQL expression is supported by the data warehouse. Use any global variable in the repository. report users can replace global variable values when they run the report. A global variable can represent one or more attribute values. Use global variables that represent a single value. To select a value for an attribute filter. Global variables and the values they represent are saved in the repository and are available for use by other Data Analyzer users. Click Save. you might need to enclose the global variable name in single quotes. In an attribute filter or stored procedure. -orTo select a global variable as the input parameter. For more information. As an input parameter for a stored procedure in the SQL for a report. indicator value. Before using a global variable in a report. see the Data Analyzer Schema Designer Guide. 3.PROMO_BEGIN_DATE} IN (‘$StartDate$’) To use a global variable in a report: 1. such as a sales tax or interest rate. Use prompted global variables only in on-demand reports. if the StartDate variable is configured with quotes as ‘1/1/2003’. see “Working with Indicators” on page 273. see “Using Stored Procedures in the Edited SQL Query” on page 162. For example. Use a global variable to update the filter value. For more information about attribute filters. -orTo select a value for a custom metric expression. As a value for an indicator in a report with multiple pages. click Select Global Variable as Value. If the global variable is prompted. you can use either prompted or unprompted global variables. For more information about custom attribute expressions. Use a global variable in a report in the following ways: ♦ ♦ ♦ ♦ As a value in an attribute filter.2. such as a sales region or new product names. if its value is 1/1/2003. you can use the variable without additional quotes. Enclose global variable names in dollar signs in an SQL expression: $GlobalVariableName$. Using a Global Variable A global variable is a user-defined variable that represents specific values. As a value in a custom attribute expression. You can also save the modified report as a new report. you might use the variable in a filter as follows: {PROMOTIONS. If the global variable represents a string or date value. The data previously suppressed by the filter appears in the table. However. For more information about creating global variables. It can also represent an SQL expression that results in a single value.

Data Analyzer replaces the value of the global variable at run time. which can slow down the SQL query.dd format. The Select a Global Variable window appears with the list of all global variables defined in the repository. Using Global Variables with Date Attribute Values When you use a date attribute value in an attribute filter. if the schema designer restricts Data Analyzer from using conversion functions and you create a global variable with multiple date attribute values.MM.dd format for a Microsoft SQL Server database. Filtersets. Data Analyzer displays it enclosed in dollar signs ($). If the schema designer restricts Data Analyzer from using conversion functions and if you create a global variable with a single date attribute value. and Filter Identifiers . When setting up a date attribute. Data Analyzer requires the date values to be in the yyyy- MM-dd format. For more information. the SQL query of the report runs correctly: WHERE EXPIRY_DATE > TO_DATE ($AD_DATE$. When you select a global variable as value. enclose the global variable in quotes. Data Analyzer uses the global variable in the SQL query of the report. Data Analyzer uses conversion functions to make sure that the SQL query for a report runs properly. When you use a global variable with date attribute values. the date values must be in the yyyy. 92 Chapter 9: Working with Filters. ‘MM/dd/yyyy’) By default. Data Analyzer displays the global variable values in the yyyy-MM-dd format or yyyy. the SQL query of the report does not run correctly. click Select Global Variable as Value. ‘yyyy-MM-dd’) You define the $AD_DATE$ global variable with a date: $AD_DATE$ = ‘2004-01-01’ However. Global variable in attribute filter If necessary. the schema designer can restrict Data Analyzer from using conversion functions by clearing the Data Source is Timestamp option when setting up the attribute.MM. If the data source is a Microsoft SQL Server database. this type of SQL query does not use an index defined on the date attribute. The conversion functions allow the database to interpret the filter correctly. Click Select for the global variable you want to use in the filter. 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’. see “Working with Time Dimensions” in the Data Analyzer Schema Designer Guide. When you use a global variable in a report.To select a value for an indicator in a report with multiple pages. 2. For example. Note: For a global variable with date attribute values.

96 Overview A ranked report displays data in a specific order. You can rank attributes in a report based on one of the following types of ranking criteria: ♦ ♦ Absolute. If a report contains time attributes. you cannot rank the custom attribute. see “Setting Absolute Ranking Criteria” on page 94. and sectional report tables. you can rank the report to display the top three days of the week by quantity sold. Day of Week Number and Holiday Flag are examples of time attributes. Data Analyzer deletes the ranking from the report. 94 Setting Percent Ranking Criteria. In a cross tabular or sectional report table. or major events. However. You can set a ranking criteria to rank data in a report. If a report includes any time comparisons. Data Analyzer ranks the attributes based on the current time period in the report. 93 Setting Absolute Ranking Criteria. For more information. For example. Time attributes include information like holidays. Ranking Custom Attributes You can rank most custom attributes in a report. you can rank attributes in the row headers. 93 . Percent. if the custom attribute is based on a layoutdependent metric. you can use most of these attributes in the ranking. a report displays sales for the current month and compares them with sales in the previous month. cross tabular. you cannot use a layout-dependent metric in the ranking criteria. You can rank report attributes based on descending or ascending values of a metric. If a report contains the Day of Week Number attribute. Data Analyzer ranks the attributes based on the first time period in the report. Also. You cannot use the Date with Time time attribute in a ranking. see “Setting Percent Ranking Criteria” on page 96. For more information. seasons. You can set a ranking criteria for tabular. Ranking Reports with Time Settings When you rank a report with time settings. Use custom metrics in the ranking criteria. If you rank the report to display the top three products by sales. If you delete a metric used in a ranking criteria.CHAPTER 10 Ranking Report Data This chapter includes the following topics: ♦ ♦ ♦ Overview. Data Analyzer uses data for the current month to rank the report.

AMOUNT_SOLD_PER_MONTH)) FROM PRODUCTS. Both absolute ranking and sorting allow you to order report data. you can rank the top 10 rows in the report and total the rest of the rows at the end. You create a ranking in the report to display the top 10 products based on the amount sold. The report does not have time settings and you rank the report using absolute ranking criteria. To reduce the time it takes to run the report.AMOUNT_SOLD_PER_MONTH) FROM PRODUCTS.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.PROD_ID) GROUP BY PRODUCTS. SALES_MONTH_A1 WHERE (SALES_MONTH_A1. (SUM(SALES_MONTH_A1. unlike sorting. Data Analyzer generates the following SQL statement: SQL Statement 1 Data Source: sales SELECT PRODUCTS. For example.PROD_ID = PRODUCTS. Note: Ranking takes precedence over sorting. (SUM(SALES_MONTH_A1.PROD_NAME. For example. Setting Absolute Ranking Criteria Use absolute ranking to rank the attributes based on metric values in a report. Absolute ranking also lets you display a certain number of rows in the report table and the total of the rest. Data Analyzer does not generate a separate ranking SQL statement in the following situations: ♦ ♦ ♦ The reports contains one attribute only. the ranking criteria takes precedence over the sort order. PRODUCTS. SALES_MONTH_A1 WHERE (SALES_MONTH_A1. However. You cannot edit the ranking SQL statement for a report. Data Analyzer typically generates a separate ranking SQL statement. which displays the amount sold for the products and the product category for each product.PROD_NAME.PROD_ID = PRODUCTS.PROD_NAME.PROD_CATEGORY.SQL Statements for Ranked Reports When you set a ranking criteria for a report. For example. You can rank a specified number of rows in the report. Absolute ranking is similar to sorting. you create a sales report.PROD_NAME HAVING ((SUM(SALES_MONTH_A1. If you create a report with ranking and sorting. PRODUCTS. you rank the Product attribute based on the Profit metric. Sorting lets you order report data based on attribute values or metric values. 2 Ranking SQL Statement 1 SELECT PRODUCTS. 94 Chapter 10: Ranking Report Data . The report is ranked on all available attributes.PROD_CATEGORY ORDER BY 1.PROD_ID) GROUP BY PRODUCTS. absolute ranking sorts attributes values based on metric values.

you can choose to display all attribute values in the first ranking level. Setting Absolute Ranking Criteria 95 . Figure 10-2 shows an example of nested ranking: Figure 10-2. you can create a nested absolute ranking that displays the top four products for the top four customers based on the Quantity Sold metric. you can change the display settings for null values on the Formatting tab. you can display all customers and the top four products based on the Quantity Sold metric for each customer. For example. For example. If you want to display “N/A” instead of NULL. the top four products are ranked by Quantity Sold. Ranked Report In some cases. if you rank the top 15 rows in a report that has 10 rows. When you create a nested absolute ranking. You can create nested absolute ranking if the report includes metrics and attributes from an analytic or operational schema. the value for the Other row might be NULL. You can also create a nested absolute ranking. which allows you to create two levels of ranking in a report.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. the Other row displays NULLs. Use nested absolute ranking when you want to rank report data based on two attributes. For example. Nested Ranking in a Report For each customer.

you can only use Top or Bottom as the ranking order. The Rankings tab appears. select a ranking order. 7. select a metric for the ranking. If you selected Top or Bottom as the ranking order. If you selected Top or Bottom as the ranking order. click Absolute Ranking. You can select Total Others at End of Table for tabular and cross tabular report tables only. 8. To save the report. you cannot use the attribute that you used for the first ranking level. From the attributes list. 6. Filters. 9. 96 Chapter 10: Ranking Report Data . from the metrics list. select Total Others at End of Table.To set absolute ranking criteria: 1. In the Ranking task area. Select All as the ranking order if you are creating a nested ranking. and Rankings > Rankings. click Save. you can create a percent ranking that displays the top 20% of the sum of the Amount Sold values and totals the rest. 5. You can choose to display a total of the rest of the values at the end of the report table. From the ranking order list. Click Create > Report > Select Time. The number of rankings in the report display on the Create Report Wizard. If you selected Top or Bottom as the ranking order. Data Analyzer uses the values of this metric to create the ranking. to display the total of all remaining values. Setting Percent Ranking Criteria Use percent ranking to rank the attributes based on percent values of a metric in the report. For example. For the second ranking level. select an attribute for the ranking. To create a nested ranking. In a nested ranking. Ranking order Attributes list Metrics list Number of ranked rows 2. 3. repeat steps 3 to 6 using the second row to set the ranking criteria. enter a numeric value for the number of ranked rows for the report to display. 4.

4. 6. Attribute list Ranking order Percent of total metric values Metric list 3. To set percent ranking criteria: 1. 7. select a ranking order: ♦ ♦ Top Bottom 5. select an attribute for the ranking. click Percent Ranking. From the ranking order list. From the metric list. 8. select Total Others at End of Table. To save the report. Filters. Enter a percent value of the total of the metric values for the ranking to display. Percent Ranking in a Report Report data displayed according to amount sold percentages. click Save. select a metric for the ranking. You can create percent ranking for any custom metric in the report. and Rankings > Rankings. The report displays the percent values for each of the products next to the amount sold values. Data Analyzer rounds up the percent values. Click Create > Report > Select Time. Data Analyzer uses the values of this metric to create the ranking.Figure 10-3 shows a report that displays products in the top 20% of the amount sold: Figure 10-3. Setting Percent Ranking Criteria 97 . The Rankings tab appears. The number of rankings in the report display on the Create Report Wizard. From the attribute list. 2. In the Ranking task area. The Rankings tab displays the percent ranking options. To display the total of all remaining values.

98 Chapter 10: Ranking Report Data .

99 Setting Report Table Layout. You can display sorted data in a 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. 100 Setting Report Table Formats. You can also add custom metric and custom aggregate calculations to the report. Set up the View tab. You can sort the report rows. Data Analyzer provides certain predefined metric and aggregate calculations that you can add to the report. and fonts in the report.CHAPTER 11 Configuring Layout and Setup for a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ Overview. you can choose to display calculations in a report. Add a chart to a report. Create a report table sort order. You can also modify the date formats. cross tabular. Set report table formats. You can create an analytic workflow to link reports in a hierarchy. or sectional report table. Add calculations. You can choose to display the report as a tabular. 113 Creating Report Links. You can create a chart for the report data. or sections in ascending or descending order. On the Calculations tab. Create a workflow in the report. You can create charts for a report when you create a report or when you edit a saved report. 111 Creating an Analytic Workflow. Create report links. You can customize the display of reports on the View tab. columns. display. ♦ ♦ ♦ ♦ ♦ ♦ 99 . 106 Creating a Report Table Sort Order. 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 create report links from data in the report table to analytic workflow reports.

Setting Report Table Layout The report data displays in a report table on the Analyze tab and View tab. 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. Report tables are of the following types: ♦ ♦ ♦ Tabular Cross tabular Sectional Tabular Report Tables A tabular report table displays attributes as row headers only. where Category and Sales District are row attributes: Figure 11-1. You can change the table layout to create a report with a cross tabular or sectional report table. Tabular Report Table Row headers Cross Tabular Report Tables A cross tabular report table displays attributes as row and column headers. 100 Chapter 11: Configuring Layout and Setup for a Report . Data Analyzer creates reports with tabular report tables. By default. Figure 11-1 shows an example of a tabular report table on the Analyze tab. Category is a column attribute and Sales District is a row attribute. Cross Tabular Report Table Column headers Row headers In the preceding example. The attributes that display as row headers are called row attributes.

Attribute value that one section represents. Reports with layout-dependent custom attributes cannot use cross tabular report tables. Data Analyzer displays the time settings as column headers in the report table. By default. For example. 1 metric. Because the organization sells 50 products. click Expand All. Figure 11-3 shows a sectional report table on the Analyze tab: Figure 11-3. by default. For example. Setting Report Table Layout 101 . Click to expand the section. To set up a report as a sectional report table. The sections are based on an attribute in the report. Sectional Report Table Attribute value list. To expand all sections. Depending on the size of each section. a report displays the revenue of your products. Each product falls under one of five product groups. You can expand or collapse any section.Cross tabular report tables must contain at least one metric. attributes can display as row and column headers. You can create sections in the report based on the Group attribute. a report with 3 attributes. you can display them as column headers or row headers. the report has 50 rows. sections for all attribute values display in the report. Data Analyzer displays all sections. If there are more than 15 sections in the report. click Clear. Each section in the report table represents a unique attribute value. When you add a chart to a sectional report. If the report contains other attributes. By default. When a sectional report table displays on the Analyze tab. you can add a chart for all sections or a selected section. Within each section. you can divide the report table into sections based on an attribute in the report. the report might not display on the Analyze tab or View tab. From the attribute value list. you can clear attribute values for the sections you do not want to show in the report table. Data Analyzer expands one or more sections. The system administrator can change the default number of sections Data Analyzer displays per page by editing the report. Data Analyzer displays the sections on multiple pages. Click to collapse the section. Reports with time settings are always cross tabular. which is another attribute in the report.maxSectionsPerPage property in the DataAnalyzer. 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. the report must have at least one metric and one attribute. Reports with layout-dependent custom attributes cannot use sectional report tables. To define a cross tabular report table for a report containing attributes only. If you have a large number of columns in a cross tabular report table. The attribute you use to create the sections is called a section attribute.properties file. If you have a report with a large number of rows. One section in the report. and 9 rows does not display if the number of columns is more than 241. To clear all attribute values. Sectional Report Tables A sectional report table displays the report data in sections. each page displays 15 sections.

values in the last row. When you display the summary. 2. Figure 11-4 shows an example of Summary in a sectional report table: Figure 11-4. or Microsoft Excel. and alignment that you configured for the metric. You cannot drill into the Summary section. color. 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. alert. you can select the Summary section on the Analyze tab only. or highlighting rule for metrics in the Summary section. Data Analyzer displays a Summary section. Data Analyzer displays a Grand Totals section on the Analyze and View tabs: ♦ ♦ ♦ Sum Min Max 102 Chapter 11: Configuring Layout and Setup for a Report . If you did not add a Sum aggregate calculation. The values in the Summary section have the display font. complete the following steps: 1. font setting as bold. However. Data Analyzer also displays totals for all metric values for the section attribute. you can select to display the summary of a section attribute. HTML. values in the last row display with the alignment set for the metric. Displaying the Grand Totals Section If the report includes any of the following basic aggregate calculations. and text color as black. 3. 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. The Summary section displays on the View tab. You cannot create an indicator. To view the Summary section on the View tab. Click Display on View to view the report on the View tab. Select Summary from the attribute value list to display the Summary section.Note: Data Analyzer does not support indicators on grand total and summary tables in sectional reports. If you added a Sum aggregate calculation to the report. The Summary section lists all attribute values and the metric totals for each attribute. Displaying the Summary Section From the attribute value list. display in the font and color that you selected for the Sum aggregate calculation. Create a sectional report and open it in the Analyze tab.

If you set a higher number. 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 displays all sections on the Analyze tab. For example. By default. You can no longer select attribute values for displaying sections on the Analyze tab or View tab.properties file.maxSectionSelectorValues property in the DataAnalyzer. Displaying a Large Number of Sections You can create sectional report tables based on more than one section attribute. you can select up to 300 attribute values to display in a sectional report table. or Excel format. Data Analyzer displays the summary section for the first section attribute only.♦ 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. HTML. The system administrator can change the maximum number of attribute values users can select in Data Analyzer reports by editing the report. When the report users view this report. you can select sections you want to display on the Analyze tab and View tab. From the attribute value list. If you do not want to show the Grand Totals section. The Grand Total section also displays when you export the report in PDF. Setting Report Table Layout 103 . Tip: Use three or less attributes as sections in a report. you create sections based on the Category and Subcategory attributes.maxSectionSelectorValues property. you can collapse it. If there are more sections in the report than the value set for the report. However. they can select the attribute values for Category and Subcategory that they want to display in the table. Data Analyzer does not display layout-dependent metric calculations in the Grand Totals section. using too many attributes as sections can make the report difficult to read and increase the time it takes to run the report. Data Analyzer might take a longer time to display the report. 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.

Data Analyzer displays Summary section for the first section attribute. Report Table with All Sections Displayed on the Analyze Tab Data Analyzer displays all attribute values for all section attributes.Figure 11-6 shows an example of a sectional report table where Data Analyzer displays all sections on the Analyze tab: Figure 11-6. If you want to create a report that displays metrics as rows. you cannot use row banding to make reports easier to read. Displaying Metrics as Rows By default. Buttons for navigating to other sections in the report. Report Table with Metrics as Rows When you create a report with metrics as rows. and sectional report tables. cross tabular. 104 Chapter 11: Configuring Layout and Setup for a Report . Figure 11-7 shows a tabular report table with metrics as rows: Figure 11-7. You cannot create a report with metrics as rows and columns. you can change the table layout. all metrics in a report display as columns. You can display metrics as rows in tabular.

The selected attribute appears in the Column Attribute area. 3. You can also drag attributes from the Column Attribute area to the Row Attribute area. drag an attribute from the Row Attribute area to the Column Attribute area. All metrics display in the Row Metric area. 5. Click Create > Report > Layout and Setup > Table Layout. 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. drag an attribute to the Section Attribute area. click Save. Row Attribute area 2. Setting Report Table Layout 105 . To create a report table with metrics as rows. drag a metric to the Row Metric area. To create the report with sections.Steps for Setting Report Table Layout To set report table layout: 1. 4. The Table Layout tab appears. To save the report. Row Metric area Column Attribute area Section Attribute area To create a cross tabular report table. Column Metric area You can also drag the metrics from the Row Metric area to the Column Metric area.

If you select User Locale. You can specify date formats and time formats for timestamp attributes in the report. Date and Time Formats You can specify date formats for date attributes in a report. the date format for the English (United States) user locale is MM/dd/yy. Data Analyzer displays the date in the standard date format of your selected language. this attribute stores the date and time with a precision up to seconds. A timestamp attribute includes separate date and time values. When you create a report chart. select User Locale or select the date format from a list of available date formats. or percentage formats. The date format and time format you set for an attribute affects how Data Analyzer displays the attribute in the report. Because they are stored to the second in the database. the formatted displayed value may not entirely match the stored value. Data Analyzer sets the time format to User Locale.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. The date format for the French user locale is nn/jj/aa. the system administrator sets up a timestamp attribute called Promo Begin Date. Data Analyzer displays time only to the minute even though the attribute value is to the second. but in a report the time format is HH:mm. Figure 11-8 shows the Promo Begin Date and Time attribute in a report table: Figure 11-8. In the database. currency. you can display these formats in the axes of the chart. they are treated as different values. If you set a timestamp attribute to a specific date format. The format that you set for a metric in a report override the formats set for the metric by the system administrator. For example. To specify the date format for a report. For example. The Data Analyzer system administrator sets up an attribute as a date or timestamp attribute in the Schema Directory. In the report table. The format for metrics applies to custom metrics in the report. 106 Chapter 11: Configuring Layout and Setup for a Report . If you set the attribute to the User Locale date format. It does not change the value of the attribute in the database. you can also set the time format. When you use a timestamp attribute in a report. Timestamp Attribute in the Report Table These attribute values appear identical in the table because this report only displays time to the minute.

if you have a custom metric expression that results in division by zero. Data Analyzer also displays buttons that allow you to perform report data actions such as creating new filters and charts. The date and timestamp formats for your user account apply to all reports you use. and state. When you hide a metric or attribute. Hiding Report Metadata and Data Actions You can configure a report to hide report metadata. You cannot hide the last row or column attribute in the report table. If you hide the first row attribute. and alerts. Data Analyzer displays “(undefined)” as the display label for undefined values. Display Settings You can specify display setting for the metrics and attributes in the report. The metric or attribute continues to remain in the report and in the associated SQL queries. Note: You cannot hide section attributes in the report table. Setting Report Table Formats 107 . make sure the report continues to display meaningful data. you have a report that displays total sales. city. Data Analyzer lists report metadata at the top of the report. You can specify how you want undefined values to display 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. Hiding Metrics and Attributes You can hide metrics and attributes so that they do not display in the report table. You can also hide access to report data actions. which can be confusing. you have two row attributes and two column attributes in a report. highlighting rules. In fact. You can also set the date and timestamp formats for your user account.Because the display format shows the time only to the minute. because division by zero is undefined in the field of real numbers. The Row Numbers column appears in the report table on both the View and Analyze tab. By default. Data Analyzer adds Row Numbers column to the report table and numbers each row in the table. If you hide the city attribute. the report table includes undefined values. When you hide an attribute. the report table might display multiple rows for each state. It also appears in table indicators on the dashboard. 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. it appears that some of the Promo Begin Date and Time values are the same and should have been grouped together. You can also specify display labels for the basic and custom aggregate calculations in the report. Data Analyzer displays the first row attribute. When you display row numbers. Displaying Undefined Values A report might include undefined values. For example. adding metrics and attributes. Row Numbers You can configure a report to display row numbers in the report table. Data Analyzer does not display it in the report table on the Analyze tab. Report metadata includes filters. For example. and then delete the second row attribute. The display setting for aggregate groups and rows appear if you have aggregate calculations in the report. You cannot hide the second row attribute and the second column attribute in the report table. and configuring new indicators and alerts. the stored values are different and therefore the Promo Begin Date and Time values could not be grouped together. When you display a report on the Analyze tab. For example. An undefined value is the result of an expression that cannot be calculated. indicators. You can change the value of this display label.

each time you refresh the report on the Analyze tab. Click to reveal data actions. as well as table indicators on the dashboard.maxRowsPerTable property in the DataAnalyzer. Click to reveal metadata. corresponding icons appear in the report. color. Fonts You can specify the display font. The system administrator can change the maximum number of rows Data Analyzer can display per page by editing the report. Data Analyzer displays the following default message: No report results to be displayed. Report Metadata and Report Data Action Icons in a Report Report Metadata icon. Row Banding You can configure a report to use row banding to make the report table easier to read. and alignment for the metrics and attributes in the report. the maximum number of rows per page is 65. Empty Report Message You can create a message for Data Analyzer to use when displaying an empty report. When you hide these areas. or Microsoft Excel. You can specify the alignment for any calculation. and any other calculation in the report. Data Analyzer displays row banding in the report table on the View and Analyze tabs. Data Analyzer provides default colors and allows you to use custom colors. By default. You can use the icons at any time to reveal the areas you want to access. You cannot use row banding for report tables that display metrics in rows. 108 Chapter 11: Configuring Layout and Setup for a Report . Figure 11-10 displays the report metadata and report data actions icons in a report. However. Report Data Actions icon. you might create the following message for an empty Daily Sales report: There were no sales today. You can configure a report to display a custom message when a report returns no data. Use row banding for any report that displays metrics in columns. It also displays report banding when you print or email the report. The color you choose appears as the background color for alternating rows in the table. You can also specify the font and color for custom metrics. For example. HTML. Pagination You can specify the number of rows you want to display per page on the Analyze tab and View tab. Figure 11-10.Figure 11-9 displays the report metadata and report data actions areas: Figure 11-9.properties file. Data Analyzer hides these areas by default. except aggregate calculations. When a report returns no data. and when you export the report to PDF. custom attributes. 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.

For example. Number of digits to the right of the decimal point. If the report includes timestamp attributes. Steps for Setting Report Table Formats To set report table formats: 1. the values display as percentages of the total of all metric values. If you select Percentage.575. see “Data Analyzer Reports” on page 4. select the date format and timestamp format for the timestamp attributes. if you select In Thousands and the metric value is 61. Data Analyzer displays the metric value as 62. currency symbols display as prefixes. Data Analyzer displays the scale in the report metadata on the Analyze tab. Scale for the metric value. If you select In Thousands or In Millions. Default is the comma (. Setting Report Table Formats 109 .Page Setup You can specify the display options for reports in PDF and HTML formats. or In Millions. Clear the check box to display the currency symbols as suffixes. If you select In Thousands or In Millions. layout. Symbol for grouping the digits. If you select Currency as the format type. Format for displaying negative values. “As Is” means that the data displays as it is in the database. enter a currency symbol for the metric. Displays currency symbol as prefix or suffix. Select the date format for the date attributes in the report. By default. Default is the period (. Symbol for the decimal point. For more information about report metadata. You can specify display options such as page orientation. The Formatting tab appears. Enter the Metrics information: Property Type Description Datatype of the metric value. Currency Symbol Currency Prefix Scale Negative Format Decimal Places Decimal Symbol Grouping Symbol 3. Default is 2. Select timestamp format after selecting the date format. Currency. Default is -1. You can select the scale As Is. or Percentage.) symbol. Default is As Is. and the report information that appears on the top of the page when the report displays in PDF or HTML format. You can select Numeric. Data Analyzer rounds up the values to the nearest thousand or million. Default is Numeric. Currency symbol for the metric. You can select the negative format as -1 or (1). Click Create > Report > Layout and Setup > Formatting.) symbol. 2. You can select from 0 to 30. In Thousand. You can enter special currency symbols.

4. you can wrap the characters within the column for better readability. you can modify the column width for better readability. By default. Enter the Display information: Property Display Label Display Null As Description Displays the name of the metric or attribute. enter a value for the number of rows to display per page in formatted report. To specify pagination for View tab. Enter the Pagination information: ♦ ♦ To specify pagination for Analyze tab. the column is as wide as the largest value for that column. enter a value for the number of rows to display per page in interactive report. enter the new labels. If you want to change the display label. Displays a label for a null (empty) value. To configure row numbers for the report table. If a column in a report has a large number of characters. Row label for 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. Check to display row numbers in the report table. check Display Row Number. Data Analyzer displays one common label. 5. By default. Displays a label for a undefined value. If a column in a report has a large number of characters. Column label for a basic or custom aggregate calculation in the report. Hides duplicate attribute values in the report table. Set the height for the row or column label that displays for this metric or attribute when it is displayed in a report. If you want to change the display labels. Minimum column width in pixels. Data Analyzer displays (undefined) as the display label for undefined values. enter the new label. If you do not set a column width. By default. If a report has more than one of the same basic aggregate calculation. This option is not available for metrics. Wraps the characters in a column. Data Analyzer displays blank (for attributes) and zero (for metrics) as the display labels for null values. 110 Chapter 11: Configuring Layout and Setup for a Report . Data Analyzer does not wrap numbers. Label for the subtotal in a basic or custom aggregate calculation in the report. Hides metrics or attributes in the report table. You can set the row aggregate label for reports with a cross tabular report table.

Select the color you want to use or select Custom and enter a valid HTML hexadecimal color code. You cannot set alignment for aggregate calculations in the reports. attribute. check Show Row Banding. To save the report. Creating a Report Table Sort Order 111 . you can sort these rows based on another attribute or metric.Regular . Alignment of the metric or attribute in the report.Italic . To hide data action buttons when the report is viewed on the Analyze tab. columns.Bold . check Hide Report Data Actions by Default. To display data in the report with row banding. or aggregate calculation. Default is Black. the default is Regular. You can sort the report rows. 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. For an attribute. Default alignment is Left for row attributes. 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. Center for column attributes. 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. the default is Bold. 12. 9. For a metric calculation. Color of the metric or attribute on the report. and sections in ascending or descending order. To create a custom message to display when reports return no data. For an aggregate calculation. such as #FFFFCC. To hide report metadata when viewing a report on the Analyze tab. Aggregate calculations inherit the alignment that you set for the metric on which the calculation is based. Enter the Fonts information: Property Font Style Description Font style of the metric. and Right for metrics. check Hide Report Metadata by Default. Enter the PDF Display Options information. click Display Custom Message and enter the message you want to display. the default is Bold Italic.7.Bold Italic For a metric. the default is Bold. 10. click Save. Text Color Align 8. 11. You can choose from the following options: .

Data Analyzer displays the rows in alphabetical order. The system administrator can create sort sequences for attributes with character data. Rows are then sorted on these values. If the system administrator does not create a sort sequence. Data Analyzer sorts the report data based on this sort sequence. Nested Sort Order Rows are first sorted on these values. you can sort on attributes and metrics in ascending or descending order. Data Analyzer displays the rows in the reverse order of the sort sequence. When creating a nested sort order. 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. Specific Sort Sequence in Ascending Order If you sort the report data by the day of week attribute in descending order. If the system administrator creates a sort sequence.Figure 11-11 shows a report table sorted on the category attribute and then the brand attribute: Figure 11-11. 112 Chapter 11: Configuring Layout and Setup for a Report . Data Analyzer displays the rows from Z to A. Figure 11-12 shows an example of a sort sequence in ascending order: Figure 11-12. Similarly. in descending order. Data Analyzer sorts the report data based on the default sort sequence in the database. Figure 11-13 shows an example of a specific sort sequence in descending order: Figure 11-13. The Data Analyzer system administrator can create a specific sort sequence to display attributes in a report.

Data Analyzer sorts the columns in the first time setting only. If the report has multiple time settings. To save the report. 4. the Sorting page displays the sort options for the rows in the report. select an attribute for the sorting and select Ascending or Descending as the sort order.Figure 11-14 shows a default sort sequence in ascending order: Figure 11-14. 2. If the report has a cross tabular report table. select an attribute or metric in the first Sort By list. 5. the Sorting page displays the sort options for the rows and columns in the report. To create a report table sort order: 1. the Sorting page displays the sort options for the rows. Data Analyzer uses row totals to sort the rows in the table. you cannot create a sort order. and sections in the report. In a report with time settings. The primary report in an analytic workflow can be an on-demand report or a cached report. repeat steps 3 to 4. If you have created a ranking for the report. The workflow reports are always on-demand reports. To sort a cross tabular report table. Data Analyzer uses row totals to sort the rows in the report table. To create a nested sort order. columns. To sort the rows. Data Analyzer sorts all the attributes in the report table by default. If you have not created a ranking for the report. Creating an Analytic Workflow 113 . Click Create > Report > Layout and Setup > Sorting. Creating an Analytic Workflow An analytic workflow is a list of reports linked together in a hierarchy. If you have created a ranking for the report. select an attribute for the sorting and select Ascending or Descending as the sort order. which contains data you want to analyze to answer business questions. 3. you can create a sort order for the report table. if one or more attribute has a sort sequence. the ranking takes precedence over the sort sequence that the system administrator creates. Data Analyzer treats any null metric value as the smallest value. If the report has a tabular report table. When you sort report data. The first report in the hierarchy is the primary report. Note: In a cross tabular report table. Select Ascending or Descending as the sort order. 6. To sort the sections of a sectional report table. If the report has a sectional report table. click Save. The workflow reports are the other reports in the hierarchy. You can create two levels of nested sorting. 7. Default Sort Sequence in Ascending Order In a report with multiple attributes.

You can also select a different layout and format for the report. 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. you can perform one of the following tasks to populate the node: ♦ Create the workflow report to display the attributes. This report has two analytic workflows: Quantity Ordered by Group and Revenue by Sales Region. Data Analyzer carries forward only those filters that were created in the parent report common to the two branches. When you create a workflow report. the Workflows tab displays the analytic workflows associated with a report. If you jump to a different branch in the workflow. The Quantity Ordered by Group report links to the Orders Received by Customers report. Use an existing report as a workflow report. 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. Figure 11-16 shows the analytic workflows associated with a report: Figure 11-16. Each of these reports provide additional information about the sales and customers of your organization. To add a workflow report to your personal dashboard or to display it in the content folders. you have a report Total Quantity by Category that lists dollar values of total quantity ordered for each product category. After you add a node. You cannot add these reports to your personal dashboard. The Revenue by Sales Region report links to the Customers by Region report. Figure 11-15 shows a diagram of an analytic workflow: Figure 11-15. you can add attributes and metrics that are not part of the primary report. the Customers by Region and Customer Detail reports inherit both these filters. metrics. Analytic workflows can provide additional data to help answer related business questions. and filters. On the Analyze tab.The workflow reports do not appear in the Public Folders or your Personal Folder. you must save the report as a standalone report. which also links to the Customer Details report. Use any available on-demand report in the content folders as a workflow report. ♦ 114 Chapter 11: Configuring Layout and Setup for a Report . For example. Analytic Workflows Associated with a Report Analytic workflows associated with report You create an analytic workflow by adding nodes for the workflow reports.

inserting.To create an analytic workflow: 1. Insert Workflow Node button Delete Workflow Node button To delete a node. Data Analyzer adds a new node to the analytic workflow. Click the Add Workflow Node button. click the Delete Workflow Node button. Creating an Analytic Workflow 115 . Create the workflow by adding. the workflow report in the analytic workflow is called New Node 1. Add Workflow Node button 2. Data Analyzer displays an empty workflow under the current workflow. Click Create > Report > Layout and Setup > Workflows. click the Insert Workflow Node button. The Workflows tab appears. and deleting nodes. To insert a node. By default. 3.

filters. To save the report. When you save the report. 6. Data Analyzer displays the available reports in the content folders. Click Select Metrics to add metrics to the report. Rename the reports in the analytic workflow. Data Analyzer highlights the current workflow report. Creating a Workflow Report When you create a workflow report. select Retain Analytic Workflows to save the analytic workflow with the report. Filters. the Create tab displays steps 1 to 4 of the Create Report Wizard. click Layout and Setup > Workflows. 5. Click Layout and Setup to modify the layout and setup of the report. Figure 11-17 shows the Create Report Wizard in workflow mode: Figure 11-17. For each report in the analytic workflow. click Save. Data Analyzer displays the Create Report Wizard in workflow mode. and ranking criteria in the report. Click Select Time. you cannot reset a report. 2. 116 Chapter 11: Configuring Layout and Setup for a Report . -orTo use an existing report as the workflow report. In the workflow mode.4. Click Select Attributes to add attributes to the report. Data Analyzer displays the Create Report Wizard in the workflow mode. In workflow mode. the Create Report Wizard displays the name of the primary report and the current workflow. Create the report. To create a workflow report: 1. Add the report. Create Report Wizard in Workflow Mode Workflow for the report. click Use an Existing Report. In workflow mode. 3. 4. 5. To set the properties of the workflow report. click Create Report to create the report. Data Analyzer highlights the current workflow report. and Rankings to set time. You cannot publish a workflow report.

In workflow mode. click Return to Primary Report Wizard. Data Analyzer displays the name of the primary report and a shortcut to the Create Report Wizard in normal mode. Click to apply rankings from the previous report in the analytic workflow to the current report. Data Analyzer displays up to 1000 characters of the comments on the Analyze tab. When a user views the workflow. For example. 9. click Edit Report. Keywords associated with the report. After you create the workflow report. Workflow Report Properties Property Comments Description Description Comments about the report.Table 11-1 lists the workflow report properties you can enter: Table 11-1. you can add information about the attribute that links the report to the previous report in the workflow. Content Folders in Workflow Mode Content folders Workflow for the report. save the primary report. 7. Data Analyzer highlights the current workflow report. Description for the report. Data Analyzer displays the content folders in workflow mode. Data Analyzer also displays the current workflow and highlights the current workflow report. 8. Figure 11-18 shows the content folders in workflow mode: Figure 11-18. Click Display on Analyze to display the report on the Analyze tab. click Return to Workflow to return to the Workflows tab. Use the description to provide instructions to users about the report. To save the new workflow report. To make any changes to the workflow report. To return to the primary report on the Create Report Wizard. Creating an Analytic Workflow 117 . Using an Existing Report as a Workflow Report When you add an existing report to a workflow. you cannot reset a report. Keywords Apply Ranking Filters from Previous Reports 6. Click View SQL to view the SQL query for the report.

After you create the workflow report. The following condition enables the link: GreaterThan({Revenue}.00) 118 Chapter 11: Configuring Layout and Setup for a Report . You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. Use report links to view workflow reports with an additional attribute filter. it evaluates report data and re-establishes report links. To set the properties of the workflow report. click Return to Report Wizard. When you use a report link to access a workflow report. For example. 5. Enter information about the workflow report. 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. Click Layout and Setup > Workflows. 6. 2. and click Add.To use an existing report as a workflow report: 1. When creating a report link. click Return to Workflow to return to the Workflows tab. Click the report name. However. in the workflow described on Figure 11-15 on page 114. Navigate to the folder from where you want to add the report. You can create the workflow report on the Create Report Wizard in workflow mode. To display the Create Report Wizard in workflow mode. you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays. click Edit Report. 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. the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. Each time Data Analyzer runs a report. 3. Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard. click the Edit Report button for the report. Data Analyzer displays the workflow report with the associated attributes as a filter. To save the report as part of the workflow. For example. -orCreate a query to search for the report. save the primary report. Data Analyzer adds the report to the workflow and displays the Workflows tab. 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. To make any changes to the workflow report. 1000. 4.

054. Books and Atlas Shrugged. Creating Report Links 119 . Reports with CLOB Data Data Analyzer does not include CLOB values in attribute filters for workflow reports. When you click the 1. including those used with report links. Figure 11-20 displays the workflow report table accessed with the hyperlink: Figure 11-20. Data Analyzer does not include CLOB data in the attribute filter used to display the workflow report. When you configure more than one report link to display on the same metric or attribute. To avoid confusion. When you click a report links hyperlink in a report containing CLOB data. Report Link Display of Workflow Report Table Click to return to original report. Report Links on the Analyze Tab Click hyperlink to access workflow report configured for the report link. Use the “Back to <Workflow Report> (workflow)” link below the workflow report table to return to the original report. in an attribute filter.Figure 11-19 displays report links in the report table: Figure 11-19. Data Analyzer displays the Revenue Breakdown report using the related attributes. configure each report link to display on a different 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.88 hyperlink. A report link hyperlink allows you to jump to one location.

Condition that enables the report link. Data Analyzer displays available metrics and attributes in the report. Select a workflow report. 5. it creates links in the Store State column for all sales in New York. edit the primary report. To use a metric or attribute. you might use the following condition to link to a Regional Sales workflow report: Store State Equals({Store State}. Click Layout and Setup > Workflows. The analytic workflow report you want Data Analyzer to display when the link is enabled. to create a report link to highlight sales in New York. To edit a workflow report. Report link rule. select a metric or attribute from the list. In the Add Report Links area. Workflow report displayed when you click the report link. The metric or attribute that displays the link in the report. select it from the list and click Add. Data Analyzer displays subsequent reports in the same branch of the workflow. select it and click Add. You can create report links for any metric or attribute in the report. You can use report links to link a report to any subsequent report in the same branch of the analytic workflow. 4.Adding a Report Link When you add a report link. Figure 11-21 displays the Add Report Links area of the Report Links tab: Figure 11-21. You can use the Category list to shorten the available list. Click Layout and Setup > Report Links. 3. Condition enabling the link. For example. enter a condition and click Validate. 120 Chapter 11: Configuring Layout and Setup for a Report . use the Report Links tab to enter the following information: ♦ ♦ ♦ Metric or attribute. 2. Edit the report you want to use. In the Rule area. To add report links to a workflow report. Workflow report. click Edit Report. “New York”) When Data Analyzer displays the report. Data Analyzer displays available metrics and attributes. To add a report link: 1. Configuring Report Links Metric or attribute in the report to display the report link. To use an operator or function.

To add specific attribute values. Save the report. repeat steps 3 to 6. Creating Report Links 121 . delete. Save the report. 2. click Add. 7. and change the order of report links in a report. To edit report links: 1. The new report link appears in the Report Links area. Use the arrows to change the order of the report links. 6. To create a report link. Data Analyzer evaluates report links in the order they appear. Select the attributes you want to add and click Add. configure the order of priority in the report. 3. Use the Delete button to delete a report link. Edit the report and click Layout and Setup > Report Links. 4. When you have more than one report link configured for a metric or attribute. select the attribute and click Add Attribute Values. Ctrl-click to select non-contiguous values. Shift-click to select a range of values. Editing a Report Link You can edit. To create another report link.

122 Chapter 11: Configuring Layout and Setup for a Report .

CHAPTER 12 Publishing a Report or Dashboard This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 123 Defining Dashboard Properties. 126 Subscribing Users to a Report or Dashboard. For example. you can also define an Excel template for the report. you can define when the report gets updated. 125 Setting Permissions on a Report or Dashboard. When you publish a dashboard. or public dashboard. and keywords. 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. see “Working with Composite Reports” on page 141. 138 Overview After you define the contents and visual display of a cached report. Defining Report Properties You can define report properties from the Publish page of the Create Report Wizard. 130 Archiving a Report or Dashboard. 128 Broadcasting a Report or Dashboard. For information about adding individual reports to a composite report. you can also set up PDF and HTML display options on the Formatting tab. 123 . 123 Defining Report Properties. on-demand report. descriptions. enter comments. and specify the folder in which to save the report.

User-Based Security When you use user-based security.Applying Security to a Report For every cached or on-demand report. Data Analyzer applies the security profile of the user who accesses the report. Click Create > Report > Publish > Properties. Data Analyzer applies the security profile of the user who is accessing the report. Data Analyzer displays results according to the security setting you apply to the report. When you create a report. Note: For on-demand reports. Default is on-demand. broadcast. Maximum length is 65. if the user accessing the report does not have read permission for an attribute or metric in the report. This property is available for cached reports only. The data restrictions allow system administrators to restrict access to certain attribute values. For composite reports.535 characters. When you run. each based on unique security profiles of the users that subscribe to the report. Table 12-1 describes the properties you can define: Table 12-1. Data Analyzer displays the attributes and metrics for which the user has read permission. 3. Enter report properties. 2. The access permissions in the security profile include permissions to the metrics and attributes that are included in the report. Security profile that Data Analyzer applies to the report. However. Provider-Based Security When you use provider-based security. Save this report into the following folder Comments 124 Chapter 12: Publishing a Report or Dashboard . Click Select Folder to choose another folder. cached reports are always treated as on-demand reports. Report Properties Property Report Update Setting Apply User-Based Security/Apply Provider-Based Security Description Update setting for the report. Steps for Defining Report Properties To define report properties: 1. Choose User-Based Security to apply the user’s security profile when Data Analyzer runs the report. Choose on-demand if you want to run the report manually. Comments associated with the report. Data Analyzer adds any data restrictions to the SQL query for the report. the user cannot access the report. Data Analyzer always applies the security profile of the report owner. Choose Provider-Based Security if you want Data Analyzer to display data according to the security settings of the report owner. The Properties tab appears. Data Analyzer applies security profiles when you run the composite report. Default is User-Based Security. Choose cached if you want to run the report on a schedule. Folder where you save the report. or archive a cached report. Data Analyzer applies user-based security to on-demand reports. As a result. Click More Options to show all options for the report. Default is Public Folders. 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. A security profile consists of access permissions and data restrictions. Data Analyzer keeps a security profile for each user who subscribes to the report.

Report Properties Property Description Description Description for the report. Keywords Category Department Query Governing 4. On the Create Report Wizard. the time limit for processing the report. By default. You can add comments about the dashboard as personal notes to yourself or another person who edits the dashboard. Defining Dashboard Properties You can define properties of a public dashboard from the Publish page of the Create Dashboard Wizard. You do not have to enclose the keywords in square brackets. To save the report.Table 12-1. Table 12-2 describes the dashboard properties you can define: Table 12-2. Maximum length is 255 characters. Defining Dashboard Properties 125 . Data Analyzer opens the Properties tab. Data Analyzer uses the query governing setting for the user’s group. click Publish > Properties. click Save. Department you want to associate with the report. Data Analyzer uses the query governing setting for the user who is running the report. Time limit on each query for the report. move or copy the dashboard on the Find tab. Data Analyzer displays the folder name where you saved the report and the schedule for the report. Enter dashboard properties. Maximum length is 65.535 characters. 3. If the group does not have query governing settings. Click Select Folder and select the folder where you want to save the dashboard. Use commas to separate keywords. this field contains the metrics and attributes of the report enclosed in square brackets ([]). On the Create Dashboard Wizard. To define dashboard properties: 1. 2. If the user does not have query governing settings. Maximum length is 255 characters. Keywords associated with the report. Data Analyzer saves the report properties you defined. You can search for a report based on the keywords associated with the report. Dashboard Properties Property Comments Description Comments associated with the dashboard. The description displays in the Public Folders or your Personal Folder. and keywords for the dashboard. Category you want to associate with the report. and the maximum number of rows returned. Note: You can select the folder only when you create a dashboard. You can also save the dashboard to a specific folder. You cannot change the folder when you edit an existing dashboard. If you select Use Default Value. To change the folder. You can search for a report based on the description associated with the report. description. You can add comments. You can add other keywords that might be more meaningful to the users of the report. Data Analyzer uses the system query governing settings.

click Save. To restrict the access of specific users or groups. You can add other keywords. Exclusive. To save the dashboard. Use the General Permissions area to modify default access permissions. Maximum length is 255 characters. Data Analyzer saves the dashboard properties you defined. In the Subscriptions menu on the View tab. use the exclude the Vendors group from the read access on those reports. Allows you to edit a report or dashboard. Allows you to change the access permissions on a report or dashboard. You can also permit additional access permissions to selected users and groups. The description displays in the Public Folders or your Personal Folder. 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. Dashboard Properties Property Description Description Description for the dashboard. exclusive. Restrict access from the users and groups that you select. and default access permissions together to create comprehensive access permissions for a report or dashboard. For example. Keywords associated with the dashboard. Delete. search for the user name. Use the following methods to set access permissions: ♦ ♦ Inclusive. save them to your Personal Folder or your personal dashboard. Setting access permissions for a composite report determines whether the composite report is visible but does not affect the existing security of subreports. To grant more extensive access to a user or group. Users or groups must also have permissions to view individual subreports. Allows you to delete a report or dashboard. Keywords 4. then set the access permissions for the user you select. a composite report might contain some subreports that do not display for all users. You can search for a dashboard based on the keywords associated with the dashboard. Note: If you have reports and shared documents that you do not want to share. Allows you to view a report or dashboard. Change permission. Write. Therefore. You can assign the following types of access permissions to reports and dashboards: ♦ ♦ ♦ ♦ Read. separating each keyword with a comma.Table 12-2. By default. to restrict the Vendors group from reading reports that all other users are allowed to view. To grant access permissions to users. You do not have to enclose the keywords in square brackets. use exclusive access permissions. Permit access to the users and groups that you select. For example. Data Analyzer grants Read permission to every user in the repository. Use inclusive. use inclusive access permissions. Data Analyzer displays the folder name where you saved the dashboard. grant them the inclusive read access permission. Maximum length is 255 characters. to allow the Analysts group to view a report. this field contains the metrics and attributes of the dashboard enclosed in square brackets ([ ]). You can completely restrict the selected users and groups or restrict them to fewer access permissions. 126 Chapter 12: Publishing a Report or Dashboard . You can search for a dashboard based on the description associated with the dashboard. By default.

click Create > Composite Report > Publish > Permissions. Setting Permissions on a Report or Dashboard 127 . -orTo set permissions on a new report. click Create > Report > Publish > Permissions. Click Make a Selection to search for a group or user. set the default access permissions. -orClick Exclude to exclude the user or group from the access permissions you select.To set report or dashboard permissions: 1. You can select groups or users by criteria such as name or department. 4. Only those subreports where a user or group has access permissions display in a composite report. and click the Permissions button ( Permissions tab for the report or dashboard. Data Analyzer displays a minus sign (-) next to users or groups you exclude. Lists all the groups and users to be included or excluded from the object. The Access Permissions page appears. 3. 6. Refine your selection by choosing the search criteria for the group or user. 7. click No to prevent all repository users from receiving default access permissions. If you click Yes. ) or the To set permissions on a new composite report. 5. Click Include to include the user or group in the access permissions you select. 2. From the General Permissions area. Select Yes to set default access permissions. To set permissions on a new dashboard. click Create > Dashboard > Publish > Permissions. Navigate to the report or dashboard you want to modify. Note: Permissions set on composite reports do not affect permissions on the subreports. Click Yes to allow all users to receive the default access permissions you select. Select the group or user in the Query Results field. The Query Results field displays groups or users that match the search criteria. Set access permissions for the folder and subfolders. Select the access permissions you want to include or exclude.

If you manually or automatically subscribe to a report. If a user does not access the report within a certain time period. 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. you can search for reports or dashboards to which you subscribe and for reports to which other users subscribe. If you are not the owner of a report or dashboard. or views the report or dashboard. updates. Subscribing Users to a Report or Dashboard Users can subscribe to reports or dashboards in one of the following ways: ♦ Manual subscription. Data Analyzer deletes the cache. Subscribing Users to a Cached Report When you subscribe a user to a cached report. the user can access the report or dashboard from the subscriber list on the View tab. or real-time report by adding the user names to a subscribers list on the Subscription tab.The Access Permissions page appears. Automatic subscription. Click OK to save the access permissions settings. Data Analyzer does not create a cache for every user who subscribes to the report. 8. If a user with a unique security profile subscribes to the report. unless restricted below. Data Analyzer subscribes a user to a cached report or dashboard when the user creates. Users with the same security profile share a cache. Data Analyzer creates a separate cache for the user. Red text and a minus sign indicate that the user Hansen is not permitted to read the Sales folder. Everyone has Read permission on the Sales folder. The subscriber list does not display users who are subscribed to the report or dashboard. Data Analyzer creates the cache again when the user accesses the report. When a report or dashboard owner manually subscribes a user to a report or dashboard. Data Analyzer searches for the reports or dashboards by subscribers who are manually subscribed to the report. Corporate Sales group granted additional write permission. on-demand. Data Analyzer prepares a cache for the user. The report or dashboard owner manually subscribes users to a dashboard or a cached. you can subscribe to the report or dashboard from the View tab or Find tab. You can also manually subscribe to a report or dashboard from the View tab or Find tab. When you search for reports or dashboards by subscriber. ♦ On the Find tab. 128 Chapter 12: Publishing a Report or Dashboard .

When you subscribe to a report or dashboard. 2. under Current Subscribers. To subscribe users to a report. If a user with automatic subscription does not access the report for a period of time. To select users.Subscription. click Save.NoOfDaysToExpire property in the DataAnalyzer.Subscription. Data Analyzer adds the item to your list of subscriptions. Data Analyzer does not remove users who are manually subscribed to the report. Manually Subscribing to an Item from the View Tab or Find Tab If you are not the owner of a report or dashboard. To save the report or dashboard. you can manually subscribe users to the report or dashboard. Data Analyzer displays the names of users and groups who subscribe to a dashboard in the Find tab. Data Analyzer unsubscribes the user. To remove a subscriber. click Create > Report > Publish > Subscriptions.Report. Note: This option is not available for composite reports. Data Analyzer keeps each cache for seven days. Manually Subscribing Users to a Report or Dashboard When you create a report or dashboard. -orTo select all user names. The system administrator can change the time period that Data Analyzer keeps each cache by editing the Cache. click Create > Composite Report > Publish > Subscriptions. click Subscribe All. Unsubscribing to a Cached Report The report owner can unsubscribe users who are manually subscribed to the report.NoOfDaysToExpire property in the DataAnalyzer. click Create > Dashboard > Publish > Subscriptions. Manually Subscribing from the View Tab When you view a report or dashboard on the View tab.properties file. click the user name you want to subscribe. The Subscriptions tab appears. You can manually subscribe users to a composite report in the same way. Data Analyzer displays the names of users and groups who subscribe to a report in the Find tab and the Create Report Wizard. and click the Delete button. click the subscriber name.By default. you can add the report or dashboard to your list of subscriptions. -orTo subscribe users to a dashboard. Data Analyzer displays the selected names under Current Subscribers. To manually subscribe to an item from the View tab: Click View > Subscribe to This Item.properties file specifies the time period that Data Analyzer keeps subscribed users. Data Analyzer saves the report or dashboard. The Cache. 3. -orTo subscribe users to a composite report. Use the Find tab to subscribe to a composite report. Subscribing Users to a Report or Dashboard 129 . you can subscribe to the report or dashboard from the View tab or Find tab. Data Analyzer subscribes you to the report or dashboard.Report. 4. and click Subscribe. To manually subscribe users to a report or dashboard: 1.

you can add a report or dashboard to your list of subscriptions. Click OK. If you remove a folder. 5. and public dashboards. modify the description. and click Move to Folder. The Subscribe to This Item window appears. 6. You can broadcast on-demand reports. navigate to the folder where you want to create the folder. Select the folder where you want to add the subscription. Click OK. Data Analyzer organizes your subscriptions in the Subscriptions folder. 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 rename any folder. 3. you can create a new folder or rename an existing folder. Data Analyzer broadcasts a report or dashboard based on broadcasting rules. optionally. Click the report or dashboard name. Click Subscribe. Click Rename Folder. cached reports. Data Analyzer updates your list of subscriptions. Click OK. Click the Find tab. To manage subscriptions: 1. Click Close. To remove an item. To create a folder. On the View tab. 3. To rename a folder. Click Create Folder. and click Remove. click the item name. When you remove a folder from your subscription list. you can create additional folders under the Subscriptions folder. optionally. click the item name. Add a name for the folder and. Data Analyzer displays a message asking you to confirm. You can 130 Chapter 12: Publishing a Report or Dashboard . You can create broadcasting rules for reports on the Publish page of the Create Report Wizard or the Create Composite Reports Wizard. Data Analyzer adds the report or dashboard to your subscription list. 4.Manually Subscribing from the Find Tab When working with content folders on the Find tab. Click OK. Data Analyzer subscribes you to the report or dashboard. Navigate to the folder that contains the item you want to subscribe to. add a description. Managing Subscriptions When you manually subscribe to a report or dashboard or when the report or dashboard owner manually subscribes you. To manually subscribe to an item from the Find tab: 1. Except for the Subscriptions folder. Data Analyzer unsubscribes you from any reports or dashboards in that folder. Optionally. 2. Modify the name for the folder and. composite reports. Click OK. To move an item. 2. 4. The Manage Subscriptions window appears. 6. Select the folder where you want to move the item. Click View > Manage Subscriptions. 5. navigate to the folder you want to rename. You can also move and remove items from folders in your subscription list.

Multiple broadcasting rules enable you to broadcast a report or dashboard to different sets of recipients on different schedules. Broadcasting Rules on the Broadcasting Tab You can use a previously saved broadcasting rule for the report. You can include a message to the recipients as the text of the email. You can add a saved broadcasting rule to a report or dashboard. but does not broadcast the report or dashboard. An inactive broadcasting rule is stored in the repository. You can also change the format in which the different sets of recipients get the report or dashboard. open the rule to verify that the broadcasting schedule and recipients apply to your needs. Data Analyzer displays your user name as the sender name of the broadcast email. You can change an inactive broadcasting rule to an active broadcasting rule or an active broadcasting rule to an inactive broadcasting rule. Data Analyzer saves broadcasting rules in the repository. Data Analyzer emails it to a set of recipients. Broadcasting a Report or Dashboard 131 . You can activate multiple broadcasting rules for a 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. You can create a broadcasting rule for the report. An active broadcasting rule broadcasts the report or dashboard according to the selected schedule.create broadcasting rules for dashboards on the Publish page of the Create Dashboard Wizard. Note: You can use broadcasting rules created by you or any other user. Figure 12-1 shows broadcasting rules for a report: Figure 12-1. Data Analyzer uses your reply-to email address as the From address for the broadcast email. If you use a broadcasting rule created by another user. 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. If you do not have a reply-to email address.

Data Analyzer saves a new copy of the item with a date and timestamp. the network drive always contains a single. you can only select the Retain DA Formatting option. For a report. You can add an email address or a reply-to email address on the Web Settings page of the Manage Account tab. 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. other reports cannot use this broadcasting rule. 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. updated version of the item. The zip files contains the HTML file and a folder for any associated images. Broadcast Formats Table 12-3 describes the formats in which you can broadcast reports and dashboards: Table 12-3.Retain DA Formatting. Data Analyzer uses the page layout settings you specified while creating the report or dashboard. Data Analyzer does not broadcast the report as an email attachment. When you broadcast a report or dashboard to a network drive. Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. the users get an updated version of the item. The Data Analyzer server machine must have write permission on this folder.Excel template associated with the report. the Excel file always displays the report in the Data Analyzer format you see on the View tab. For a dashboard. You cannot change these layout settings when you broadcast the report or dashboard. Data Analyzer displays the report or dashboard details you specified while setting up the page layout. When you broadcast an item to a network drive. When you archive an item on a network drive. 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 images folder contains the image files for the report chart. Broadcasting a report or dashboard to a network drive is different than archiving a report or dashboard. The Excel file displays the report in the format specified in the Excel template. You can broadcast only the URL link to the report. In the HTML file. You can broadcast the report as a CSV file. Data Analyzer overwrites the previous version of that item. If you delete the template. If the report does not have an associated Excel template. Data Analyzer broadcasts the report in Data Analyzer format and allows other reports to use this broadcasting rule. Data Analyzer broadcasts the report or dashboard to a zip file.Data Analyzer uses your email address as the From address. You can select one of the following format options: . Excel file Reports Composite Reports HTML file Reports Composite Reports Dashboards CSV file URL link Reports Reports Composite Reports 132 Chapter 12: Publishing a Report or Dashboard . You cannot change these layout settings when you broadcast the report or dashboard. With each broadcast. and highlighting. 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. If you create a broadcasting rule based on an Excel template. header and footer. When you broadcast a report or dashboard as an HTML file. The Excel file displays the report in the Data Analyzer format that you see on the Analyze tab. . In the PDF file. the images folder contains the image files for indicators. For a composite report.

You can also broadcast the report to Data Analyzer groups. you can select the report schedule as the schedule for the broadcasting rule or choose from a list of predefined schedules. You can also save a cached report with provider-based security report as a PDF. HTML. 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. If the report has user-based security. The Data Analyzer server machine must have write permission on this folder. For more information. ♦ Provider-based security. You cannot broadcast a report more frequently than its update schedule. to log in to Data Analyzer.Scheduling Broadcasts When you create a broadcasting rule. Broadcasting Rules for Cached Reports Data Analyzer broadcasts the report based on cached data from the last scheduled run of the report. you need an email address for the user. When you create a broadcasting rule for a report. To send a report to a user without a Data Analyzer account. 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 select the tab on which you want Data Analyzer to display the report. you can broadcast the report to users with Data Analyzer accounts. you can send it to users with Data Analyzer accounts and any other users. Broadcasting a Report When Data Analyzer broadcasts a report. it emails the report in the selected format to the selected recipients. Data Analyzer broadcasts the report or dashboard to all the selected recipients. you can select a schedule from any of the predefined schedules. However. and internet access to the Data Analyzer server. Excel. contact the Data Analyzer system administrator. 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 Broadcasting a Report or Dashboard 133 . or CSV file to a folder on a network drive where the users can access it. You can broadcast an on-demand report to users with Data Analyzer accounts. Based on the schedule. Data Analyzer creates a list of predefined schedules that run less frequently than the report schedule. To broadcast a report. For an on-demand report with prompts. For on-demand reports and dashboards. external users must have a user name and password. If the report has provider-based security. the report displays on the Analyze tab or View tab. The email contains the report as an attachment and a URL link to the report. ensure that the recipients subscribe to the report. Table 12-4 summarizes the broadcast content and recipient options for different types of reports: Table 12-4. You can also broadcast the report to Data Analyzer groups. you specify a schedule for the broadcast. you can broadcast the URL link only. you can broadcast it to users with or without Data Analyzer accounts: ♦ User-based security. Depending on the security settings of a cached report. For cached reports. When a recipient clicks this link.

Note: For on-demand reports. the name of subreports the recipient does not have permission to view appear in the composite report with a message that access is denied. 8. HTML. The broadcasted Excel file displays the report in the format specified in the Excel template. 5. You can enter multiple email addresses separated by commas or semi-colons. 134 Chapter 12: Publishing a Report or Dashboard . Creating a Broadcasting Rule for a Report To create a broadcasting rule for a report: 1. Excel. click Recipients. Click Create > Report > Publish > Broadcasting. 2. the Broadcasting tab does not display the text boxes to enter recipients without Data Analyzer accounts and a destination network drive. other reports cannot use this broadcasting rule. If you select Excel and the report has an associated Excel template. Excel template associated with the report. For a composite report. all the content and recipient options are available. Note: If the report does not have an associated Excel template. see “Broadcasting Rules for On-Demand Reports” on page 133. enter the email address of the recipients without Data Analyzer user accounts. when you create a broadcast rule for a composite report. Select a schedule for broadcasting the report. you can only select the Retain DA Formatting option. The Broadcasting tab appears.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. For a cached report with provider-based security. -orClick Create > Composite Report > Publish > Broadcasting. 6. enter the complete path of a destination folder where Data Analyzer can save the report. Enter the email message you want to include with the report. The broadcasted Excel file displays the report in the same format that you see on the Analyze tab. 3. To select recipients with Data Analyzer user accounts. you can select one of the following options: ♦ ♦ Retain DA Formatting. the Excel file always displays the report in the Data Analyzer format you see on the View tab. 4. Select one of the following formats for the broadcast: PDF. If you choose to use an Excel template. For a cached report with provider-based security. Enter a name for the broadcasting rule. When Data Analyzer creates the composite report at broadcast time. or Link. 7. For more information. Therefore. CSV.

Editing a Broadcasting Rule for a Report You can edit the name. To save the report. click the Edit button for the broadcasting rule you want to delete. in the Broadcasting Rules task area. When you edit a broadcasting rule. 2. the changes apply to other reports or dashboards that use the broadcasting rule. 4. The Broadcasting tab appears. The broadcasting rule appears in the Edit Broadcasting Rules task area. To edit any other aspect of the broadcasting rule. 5. Data Analyzer displays the new rule in the Broadcasting Rules task area. you can also change the rule name and save it as a new rule. and destination folder for a broadcasting rule. On the Create Report Wizard. click Save. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. in the Broadcasting Rules task area. The broadcasting rule displays in the Edit Broadcasting Rule task area. To remove a recipient. click Publish > Broadcasting. Data Analyzer activates the rule. and click the Delete button. In the Broadcasting Rules task area. The Broadcasting tab appears. clear the check box for the rule. Note: To save these changes. recipients. To activate a deactivated broadcasting rule. Deleting a Broadcasting Rule for a Report To delete a broadcasting rule for a report: 1. click Publish > Broadcasting. click the Edit button for the broadcasting rule you want to edit. click Save as New Rule to save the rule as a new rule. 3. Click Create Rule. click the recipient. On the Create Report Wizard or Create Composite Report Wizard. 10. You can add recipients to the rule or remove recipients from the rule. in the Broadcasting Rules task area. broadcast content.9. To edit a broadcasting rule for a report: 1. 3. you must save the report. To deactivate an active broadcasting rule. Data Analyzer displays the broadcasting status as active. You can also activate or deactivate a broadcasting rule for a report. -orIf you changed the rule name. 2. Make the necessary changes. Data Analyzer saves the report. On the Create Report Wizard or Create Composite Report Wizard. select the check box for the rule. When you edit a broadcasting rule. Click Save Changes to save the changes to the rule. Click Delete Rule. Data Analyzer deletes the rule and removes it from the list of broadcasting rules in the Broadcasting Rules task area. Broadcasting a Report or Dashboard 135 .

external users must have a user name and password. When a user clicks the URL link. 7. For each Data Analyzer user. Each indicator inherits the security profile of the underlying report. table. 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. 8. Select a schedule for broadcasting the dashboard. 6. 5. When you broadcast a dashboard. To select recipients with Data Analyzer user accounts. the dashboard appears on the Data Analyzer View tab. Select PDF or HTML as the broadcast format. and internet access to Data Analyzer. For users without Data Analyzer accounts. enter the complete path of a destination folder where you want Data Analyzer to save the dashboard. Data Analyzer broadcasts different versions of the PDF or HTML file to different users based on their access permissions. enter the email address of the recipients without Data Analyzer user accounts. 136 Chapter 12: Publishing a Report or Dashboard . 4. If the dashboard has indicators based on a cached report with provider-based security. The PDF or HTML file includes the following dashboard items: ♦ ♦ ♦ Dashboard name and description Container names and description Gauge. Click Create Rule. Data Analyzer saves the dashboard. Data Analyzer activates the rule. Data Analyzer displays the content for which the user has read permission. You can broadcast a dashboard to users without Data Analyzer accounts. Data Analyzer broadcasts the dashboard as a file of the selected type and a URL link to the dashboard. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. You can also broadcast the dashboard to a network drive. it emails the URL link to the dashboard to the selected recipients. You can enter multiple email addresses separated by commas or semicolons. 10. Creating Broadcasting Rules for Dashboards To create a broadcasting rule for a dashboard: 1. Enter the email message you want to include with the dashboard. The email also includes the dashboard as a PDF or HTML file. 2. When a user clicks the URL link. Click Create > Dashboard > Publish > Broadcasting. 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.Broadcasting a Dashboard When Data Analyzer broadcasts a dashboard. Click Save. The Broadcasting tab appears. To access the dashboard using the URL link. If the dashboard has indicators based on a cached report with provider-based security. click Recipients. 9. the file displays only those indicators that are based on cached reports with provider-based security. 3. Data Analyzer broadcasts the entire content of the dashboard. the file displays indicators that are based on reports for which the user has read permission. the external users must log in to Data Analyzer. To log in. Enter a name for the broadcasting rule.

The Broadcasting tab appears. click Publish > Broadcasting. To remove a recipient. Broadcasting a Report or Dashboard 137 . 2. For example. Click Delete Rule. The broadcasting rule appears in the Edit Broadcasting Rule task area. and click the Delete button. 3. To activate a deactivated broadcasting rule. In the Broadcasting Rules task area. To edit any other aspect of the broadcasting rule. click the recipient. 2. Note: To save these changes. On the Create Dashboard Wizard. Data Analyzer displays the new rule in the Broadcasting Rules task area. Created by. Data Analyzer displays a list of criteria that you can choose from to refine the subject. When you create a query. The Broadcasting tab appears. The name of the user or group you want to find.Editing a Broadcasting Rule for a Dashboard When you edit a broadcasting rule. 3. click Publish > Broadcasting. Depending on the subject. click Save as New Rule to save the rule as a new rule. Make the necessary changes. Deleting a Broadcasting Rule for a Dashboard When you delete a broadcasting rule. 5. The department to which the user or group you want to find belongs. in the Broadcasting Rules task area. 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. the changes apply to all dashboards that use the broadcasting rule. The broadcasting rule appears in the Edit Broadcasting Rule task area. in the Broadcasting Rules task area. -orIf you changed the rule name. click the Edit button for the broadcasting rule you want to edit. You need to enter a value for the following criteria: ♦ ♦ ♦ With name. click the Edit button for the broadcasting rule you want to delete. To edit a broadcasting rule for a dashboard: 1. You can select users or groups as the subject for the query. In this query. Data Analyzer deletes the rule and removes it from the list of broadcasting rules in the Broadcasting Rules task area. Click Save Changes to save the changes to the rule. “users” is the subject and “in the Sales department” is the criteria that refines the subject. The name of the user who created the user or group you want to find. you select a subject for the query and a criteria to refine the selected subject. you can create a query to search for users in the Sales department. Searching for Recipients with Data Analyzer Accounts You can create a query to search for recipients with Data Analyzer accounts. you must save the dashboard. To deactivate an active broadcasting rule. In department. 4. On the Create Dashboard Wizard. in the Broadcasting Rules task area. select the check box for the rule. clear the check box for the rule.

You cannot archive a report more frequently than its update schedule. if a report updates daily. Click Recipients to select recipients with Data Analyzer user accounts for the report or dashboard. You can set up archiving for any dashboard. In the Select Recipients window. After you create the query. Tip: To provide users with quick access to an archived report or dashboard. the archived file contains only those indicators that are based on cached reports with provider-based security. Data Analyzer displays the selected recipients under User/Group. The group to which the user you want to find belongs. You can also use partial names as search values. When you enter values for the preceding criteria. To select recipients: 1. 138 Chapter 12: Publishing a Report or Dashboard . 4. However. you can archive the report weekly or monthly. create a query to search for recipients with Data Analyzer accounts. You can archive a report or dashboard to save the report or dashboard to a network drive according to a schedule. For example.♦ ♦ In group. For a report. Archiving a Report or Dashboard If you apply provider-based security to a cached report. Data Analyzer creates a list of predefined schedules that run less frequently than the report schedule. Every time the archiving schedule for the report or dashboard runs. you can create a shared document link to the archived file. Users without Data Analyzer accounts can access archived reports and dashboards. Archive Formats You can specify the format in which you want Data Analyzer to archive the report or dashboard. you can select the report schedule as the archiving schedule or choose from a list of predefined schedules. Data Analyzer saves a new copy of the report or dashboard with a date and timestamp. and click Add. Click OK. Data Analyzer archives the report or dashboard when you set the archiving as active. but not hourly. 2. Set the archiving as inactive to stop archiving the report or dashboard. Click the user or group name you want to select. The Select Recipients window appears. You can specify the archiving state as active or inactive. The users that belong to the group you want to find. With users. 3. you can save this query as the default query for all broadcasting rules you create. you can select a schedule from any of the predefined schedules. you can set up archiving for the report. use the asterisk symbol (*) or the percent symbol (%) wildcards in the search values. For on-demand reports and dashboards. Data Analyzer displays the query results.

Excel template associated with the report. The Excel file displays the report in the Data Analyzer format that you see on the Analyze tab. you can only select the Retain DA Formatting option. Data Analyzer does not validate the folder name. To deactivate archiving. click Create > Report > Publish > Archiving. Data Analyzer uses the page layout settings you specified while creating the report or dashboard. Archiving a Report or Dashboard 139 . To archive the report or dashboard. The Data Analyzer server machine must have write permission on this folder. 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. you can select from one of the following options: ♦ ♦ Retain DA Formatting. 4. If the report does not have an associated Excel template. Note: If the report does not have an associated Excel template. 2. This folder must be on a machine that is on the same network as the Data Analyzer server. 3. You can select one of the following format options: . If you choose to use an Excel template. Select the archiving schedule. Make sure you enter the correct path and folder name. the images folder contains image files for the report chart. The zip files contains the HTML file and a folder for any associated images. In the PDF file. The broadcasted Excel file displays the report in the same format that you see on the Analyze tab. For a report.Table 12-5 describes the formats in which you can archive reports and dashboards: Table 12-5. select Inactive. you can only select the Retain DA Formatting option. You can archive the report as a CSV file. header and footer. The broadcasted Excel file displays the report in the format specified in the Excel template. the images folder contains image files for indicators. click Create > Dashboard > Publish > Archiving. When you archive a report or dashboard as an HTML file. Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. Excel file HTML file Reports Dashboards CSV file Reports Steps for Archiving a Report or Dashboard To archive a report or dashboard: 1. select Active. The Excel file displays the report in the format specified in the Excel template.Retain DA Formatting. To archive a report. . Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. Data Analyzer creates a zip file. The Archiving tab appears. other reports cannot use this broadcasting rule. Select the archive format.Excel template associated with the report. 5. If you select Excel as the format and if the report has an associated Excel template. For a dashboard. In the HTML file. -orTo archive a dashboard. and highlighting. Enter the full path for the folder on a network drive where you want Data Analyzer to save the archived report or dashboard.

click Save. 140 Chapter 12: Publishing a Report or Dashboard . Data Analyzer saves the report or dashboard. To save the report or dashboard.6.

146 Sharing Composite Reports. 141 Creating a Composite Report. 143 Setting Permissions for a Composite Report. you can specify formatting options similar to other reports. For example. Set permissions. 144 Publishing a Composite Report. you can report on previous runs of the same data profile. 148 Overview Composite reports are report definitions that contain one or more individual reports. Subscribe groups or users to the composite report. To set up a composite report. 142 Defining Composite Report Properties. 141 . 145 Displaying a Composite Report.CHAPTER 13 Working with Composite Reports This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. Broadcast the composite report. Specify formatting options for a composite report. Using the metadata reports. Define composite report properties. You can also use composite reports with the PowerCenter Data Profiling option to collect multiple functions in one report and view the associated metadata. When you publish a composite report. perform the following tasks: ♦ ♦ ♦ ♦ ♦ ♦ Add subreports. 143 Formatting a Composite Report. These subreports can be a mix of all the report types offered by Data Analyzer. you can combine different views of business information to see several aspects of monthly sales data.

Data Analyzer displays the composite report with only the subreports the user is permitted to view and applies the data restrictions. Open the folder that contains the report you want to include and click Add to select the report. display on a single page. You cannot edit a subreport from the Create Composite Report Wizard. The Select Report(s) page appears. Data Analyzer always applies security profiles when it runs the composite report. Using a Query to Search for a Composite Report You can search for composite reports the same way you search for other reports. the subreport name displays with a message that access is denied. You can select any of the individual reports accessible to you in Data Analyzer. it has no security. When a user does not have permission to view one of the subreports in a composite report. Applying Security to a Composite Report A composite report does not have any data. Enter a name for the report. Click Create > Composite Report > Select Report(s). 2. the subreports display the associated report data. Data Analyzer applies the subscriber security profile to each subreport.Creating a Composite Report The first step to create a composite report is to select its subreports. use the arrows next to the list. The reports appear in the report list. whether they are cached or on-demand reports. On the Find tab. Therefore. Any data restrictions on an individual report are applied when it displays as a subreport. You can identify composite reports by their unique icon. To save the composite report. To change the order of reports. click Save. Therefore. when you select “reports” as the query subject. Since the composite report is a collection of subreports. You perform this step from the Select Reports page of the Create Composite Report Wizard. 5. Setting access permissions for a composite report determines whether the composite report is visible but does not affect the existing security of subreports. 142 Chapter 13: Working with Composite Reports . the search results include both individual reports and composite reports. In this case. The reports you choose. 3. Reports display in the composite report in the order you configure. 4. Depending on the security for the combined composite report and individual subreports. when viewed as part of a composite report. Users or groups must also have permissions to view individual subreports. Data Analyzer applies subreport security when the report is broadcast. some users with permissions to view the composite report may not see one or more subreports. Steps to Create a Composite Report and Add Subreports To define composite report properties: 1. Composite reports can include a cached subreport and a mix of user-based and provider-based security. For users who have permission. In addition to the user and group permissions defined for the composite report.

Comments Description Keywords Category Department 3. Keywords associated with the composite report. Setting Permissions for a Composite Report You can set permissions to determine the users and groups who can access a composite report. The description displays in the Public Folders or your Personal Folder. You can search for a report based on the keywords associated with the report. Maximum length is 65. Department you want to associate with the composite report. Data Analyzer displays the folder name where you saved the report. You also specify the folder in which to save the composite report. Category you want to associate with the composite report. Description for the composite report. For example. Enter report properties. Click Create > Composite Report > Publish > Properties. The Properties tab appears. Data Analyzer does not set the same permissions for each subreport at the same time. Maximum length is 255 characters. Comments associated with the composite report. Composite report properties include comments. You can set permissions for composite reports and their subreports as you do other reports. You do not have to enclose the keywords in square brackets. Use commas to separate keywords. Maximum length is 255 characters. descriptions. Data Analyzer saves the report properties you defined. You can search for a report based on the description associated with the report. 2. Click Select Folder to choose another folder. only that subreport displays. On the Create Composite Report Wizard. Steps to Set Properties To define composite report properties: 1. click Save.Defining Composite Report Properties You can define composite report properties on the Publish page of the Create Composite Report Wizard. Default is Personal Folder. Report Properties Property Select Folder Description Folder where you save the composite report.535 characters. When you set permissions on the composite report. You can add other keywords that might be more meaningful to the users of the report. You need to set the permissions on each subreport individually. To save the report. this field contains the metrics and attributes of the report enclosed in square brackets ([]). By default. and keywords. Table 13-1 lists the report properties you can define: Table 13-1. 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. Defining Composite Report Properties 143 .

The layout and formatting options selected for individual subreports determine how the subreports present report data.Landscape Size of the page you want to display. Select the Display information: Property Hide Empty Subreports Group Prompt Filters Show Border Description Hide subreports that return no data. In Page Setup. Size of the header or footer. The settings you choose here are the default settings for the composite report.Portrait . You can choose the following options: . headers and footers. The Formatting tab appears. Layout Headers/Footers 144 Chapter 13: Working with Composite Reports . To set composite report display options: 1. footer. HTML. and which composite report details to display in all formats.Percent of Normal Size If you choose to display the report at a percentage of its normal size. layout. You can choose the following options: . you can hide empty subreports or group prompt filters for all subreports. The Formatting tab includes options for how to display subreports on the View tab of Data Analyzer. or Microsoft Excel document. You also specify whether to combine subreports in an Excel worksheet. pagination. Customizing Display Options for Composite Reports The Formatting tab for composite reports contains display options for PDF. For example. or broadcast the composite report. 3. The total size of the header. You cannot change the display setting when you archive. You specify the page orientation. and margins must not exceed 60% of the page size.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. 2. and margins. email. choose the Excel workbook option for subreports: ♦ ♦ One subreport per worksheet All subreports in one worksheet 4. Display a border between each subreport when the composite report appears on the View tab. When you print or export the composite report.Fit Width to Page (for reports only) . and Excel. Group prompts for all subreports when the composite report is viewed. click Create > Composite Report > Publish > Formatting. the HTML links do not work in the PDF version of the report. whether to paginate between subreports in a PDF file. HTML. If a report includes an attribute of the HTML datatype and if you choose Fit to Page. Enter the PDF Display Options: Property Orientation Description Direction of the page display. To configure display options for a report. you can also select to wrap the report tables.Fit to Page . you can override the default settings.

In Display Options. Instead. Using this broadcast rule. Subscribing Users to a Composite Report You can subscribe users to a composite report from the Subscriptions tab of the Create Composite Report Wizard. set permissions. Data Analyzer applies security to subreports as they are viewed. 5. Data Analyzer applies the template during the export to Excel. broadcast. 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. and margins must not exceed 60% of the page size. 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. email. or print the composite report. If a subreport has user-based security. 6. Size of the page margins in inches. You can open the Broadcasting tab from the Publish page of the Create Composite Report Wizard. Data Analyzer excludes it from the subreport even if the broadcast rule includes recipients without Data Analyzer accounts. Composite reports can combine different subreport types. The subreport filters display as usual. Broadcasting a Composite Report Data Analyzer broadcasts a composite report based on the composite report broadcasting rule.Property Pagination Margins Description You can choose to insert page breaks after each page in a PDF file. filters on the composite report do not appear. archive. The information you select appears on the top of the page when you export. with different security settings. You can modify the selection when you print or export the report. Publishing a Composite Report 145 . Data Analyzer does not apply the subreport broadcasting rules to a composite report. footer. If the subreports are associated with a Microsoft Excel template. and determine display options for a composite report. Data Analyzer cannot apply subreport security at the time you create the broadcast rule. Note: You cannot subscribe to a composite report from the View tab. choose the information to show with the composite report and with each subreport. when the composite report is broadcast. Save the composite report. Users can subscribe to composite reports using the Find tab. the composite report displays an “Access Denied” message for each omitted subreport. Note: If the composite report contains even one cached report. The total size of the header. even if you check this display option. you can publish the report by subscribing users or broadcasting the report. Publishing a Composite Report After you add subreports.

8. Link. click Save. You can enter multiple email addresses separated by commas or semi-colons. Enter the message you want to include with the report. or Excel as the broadcasting format. Enter the complete path of a destination folder where Data Analyzer can save the report. click Recipients. Data Analyzer applies the filters and prompts associated with the subreports. Data Analyzer activates the rule. The Broadcasting tab appears. Select a schedule for broadcasting the report. the prompts page groups filters for all subreports. Select PDF. Displaying a Composite Report When you display a composite report. Composite Report and Group Prompt Filters Option 146 Chapter 13: Working with Composite Reports . 4. The report sent to these recipients does not include any subreports with provider-based security. You can define broadcasting rules for a composite report in the same way you define these rules for individual reports. HTML. 9. Click Create > Composite Report > Publish > Broadcasting. 10.Defining Broadcasting Rules for a Composite Report To create a broadcasting rule for a composite report: 1. Figure 13-1 shows a report where the prompt filters for all subreports are grouped together: Figure 13-1. If you define the composite report using the Group Prompt Filters display option. Enter a name for the broadcasting rule. To select recipients with Data Analyzer user accounts. 5. To save the report. Enter the email address of the recipients without Data Analyzer user accounts. 2. Click Create Rule. 6. 3. 7. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. Progressive filtering works the same way as standard reports.

From the Create Composite Report Wizard. 6. If the prompts are based on filtersets. 7. select values for calendar. select attribute values you want to display in the report. Click the attribute values. Composite Report Without Group Prompt Filters Option To display a composite report: 1. 2. enter a value for the filter. and refinements. granularity. click View to display the report on the View tab. Displaying a Composite Report 147 . To display the selected prompt settings the next time you view the report. If the prompts are based on time settings. click Edit. Data Analyzer prompts you to select the settings to display in the report. time period. If the prompts are based on a metric filter. -orOpen a composite report from a dashboard.Figure 13-2 illustrates the same report with the subreport prompt filters displayed separately: Figure 13-2. If the prompts are based on attribute filters. 4. ♦ ♦ ♦ ♦ 5. click Prompt me with These Settings the Next Time I Run the Report. clear the check boxes for any attribute or metric you do not want to display in the report. select the global variable values you want to display in the report. select the filterset you want to use for the report. For composite reports with prompts. click Enable Progressive Filtering to display attributes values in a progressive manner. -orOpen a composite report from the Find tab. Select values you want to display in the report: ♦ ♦ If the prompts are based on attributes or metrics. Click Display Composite Report. 3. If the prompts are based on global variables. To edit the report. If the report prompts are based on a filter. To add additional attributes values to an attribute filter. and click OK. click the Select Attribute Values link.

click Print to print the composite report. From the File menu in the new browser window. email. Data Analyzer displays the last update time as “Not Available. For PDF. 3. For composite reports. 148 Chapter 13: Working with Composite Reports . Printing a Composite Report You can print a composite report from the View tab. the individual subreport filters display as usual. Most of the export options for composite reports are the same as other reports. Data Analyzer always exports the composite report using the formatting as it appears on the View tab. Make the necessary changes and save the report. click Re-run Prompt. you can print. Display the composite report you want to print on the View tab. or Microsoft Excel. Sharing Composite Reports To share information with other users. Data Analyzer creates a zip file that contains the HTML file or files and any associated images. However. For a composite report exported to HTML. you can insert a page break after each subreport. When you print a composite report. Percent of Normal Size. export. HTML. For Microsoft Excel. Click Print. and Wrap Tables options do not display when you print the composite report.” Exporting Composite Report Data You can export composite report data from the View tab to PDF. Note: If a composite report contains a cached subreport. Note: When you open a cached report for the first time and print the composite report. Click Print Preview. Data Analyzer prints the subreports visible in the report. 2. The following sections discuss the options that are unique to composite reports. and discuss composite reports using options similar to those available for other reports and for dashboards. In the Print window. 8. When exporting a composite report. you can determine the descriptive data to include with the report header and the individual subreport headers. Note: Fit to Page. You can choose the descriptive information to include and change the default display settings. select the composite report information you want to print and configure orientation and other page layout options. you configure the default page layout and report information on the Layout and Setup page of the Create Composite Report Wizard. 4. 5.The report appears on the Create Composite Report Wizard. any filters on the composite report do not display when you print or export a report. To print a composite report: 1. To display the prompt again. The Print window appears. you can change the default display options for the specified format. -orClick the Print button on the toolbar to print the composite report.

Unzip the file to view the report in HTML format. If you select Microsoft Excel. If you select PDF document. If you export to PDF. Click Export. click the Saves Copy of the File button in the PDF toolbar to save the composite report. 2. Display the composite report you want to export on the View tab. 3. Data Analyzer replaces the period with an underscore (_) in the exported file name. Note: If the composite report contains a period (. Data Analyzer saves the composite report as a zip file. Sharing Composite Reports 149 . If you export to HTML. select the composite report information you want to include. 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. you can change the default display options and select the composite report information to include. 4.). Click Export. Select the format for export. 5. Save the file to the local drive.To export a composite report: 1. Emailing a Composite Report You can email a composite report with the same method you use for other reports. If you select HTML document. The Export window appears. you can choose to combine subreports in a worksheet or create one worksheet per subreport.

150 Chapter 13: Working with Composite Reports .

you can edit the SQL query for the report to quickly modify the report. you can display the results on the View tab only. 152 Viewing the Query for a Report. Check the results to ensure that the report displays the information you want. Note: The system requires more than 1 GB of memory if large number of users are concurrently trying to run large reports. 151 Displaying Report Results. Save the report. you can include stored procedures and use SQL hints in the SQL query. 163 Saving a Report.CHAPTER 14 Running a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ Overview. 164 Overview After you create or edit a report. If the report does not display the data you want. 154 Editing the SQL Query for a Report. You can also view the query for a report. Once you are satisfied with the data and format of the report. For a composite report. you can save it. When you edit the SQL query. 151 . Data Analyzer saves the report in the repository. View the query for a report. Data Analyzer users can now access this report from the content folders. Edit the SQL query for a report. you can run the report to display the results on the Analyze tab or View tab. If a report is based on an analytic or operational schema. Using SQL hints in the SQL query for a report. you can edit the report. 155 Using SQL Hints. You can complete the following tasks after you create a report: ♦ ♦ ♦ ♦ ♦ Display report results.

The summary includes the current values for metrics. Prompts Based on Attributes and Metrics Summary Attributes in the report Metrics in the report For reports with tabular report tables. filters on these metrics or attributes do not display. you can display the prompt again to select different values for the prompt. Data Analyzer accesses the data warehouse to retrieve current data. Data Analyzer prepares a new cache for the report. When you display a cached report.Displaying Report Results You can display a report on the Analyze tab or View tab. When you display an on-demand report. For more information about composite report display options. but you can display individual subreports on the Analyze tab and modify the individual subreports. 152 Chapter 14: Running a Report . If the report contains metrics or attributes for which you do not have read permission. When you create a composite report. The report displays metrics and attributes for which you have read permission. updated data from the data warehouse displays. see “Customizing Display Options for Composite Reports” on page 144. If you select certain prompt settings. time settings. all attributes display in the By Row task area. When you view a report with prompts. For reports with sectional report tables. attributes display in the By Section. Data Analyzer prompts you to select the values for the components for which the report owner had created prompts. filtersets. Note: You can display a composite report only on the View tab. For reports with cross tabular report tables. a summary of the components of the report for which you can create prompts displays. After the report appears on the Analyze tab or View tab. attribute filters. you can group filter prompts for all subreports. When Data Analyzer prompts you the next time you run the report. and metric filters. The View tab provides a formatted view of the report. you can choose to display those settings the next time you run the report. By default. When you save the edited report. the prompts display every time you run the report. Prompts Based on Attributes and Metrics Figure 14-1 shows prompts that allow you to select attributes and metrics: Figure 14-1. You can also display the report on the View tab. If you edit a cached report. the settings you selected the last time you ran the report display. You can modify the data and structure of the report. attributes display in the By Column or By Row task area. The Analyze tab provides an interactive view of the report. By Column. Displaying Reports with Prompts You can save reports with prompts as on-demand reports only. or By Row task area. cached data that was refreshed on a predefined schedule displays. You might want to use prompts to modify the data you want to display in the report. attributes.

You can select the calendar. granularity. make sure that the dates are in the valid format. time period. Prompts Based on Attribute and Metric Filters Attribute values included in the attribute filter. When you created the filter. If you do not want to enter the date values. Data Analyzer prompts you to select the values you want to display in the report. Displaying Report Results 153 . Prompts Based on Time Settings You can also set prompts on time settings in a report. Prompts Based on Global Variables If the report uses a prompted global variable. you can use progressive filtering in the prompts. You enter this text when creating the filter. You can select values for the filter. These existing values display in the prompt. no values display in the prompt. Data Analyzer prompts you to select the time values you want to display in the report. When you view a report with a prompt based on time settings. When you display a report with a prompt based on a filterset. Remove button. The text for the prompt appears above the filter. you can select them from a list of available values. When you enter date values in a prompt. Data Analyzer prompts you to select a value for the global variable. Text for the prompt. Attribute for the attribute filter. you entered values for the filter. The valid format is the date format set in the report. Data Analyzer prompts you to select the filterset for the report. If you did not enter values for the filter when you created the filter. Figure 14-2 shows prompts that allow you to select values for attribute and metric filters: Figure 14-2.Prompts Based on Filters and Filtersets When you view a report with a prompt based on an attribute or metric filter. Progressive filtering allows you to select attribute values for a second filter based on the attribute values you select for the first filter. If the prompts are based on more than one attribute filter. You can also use progressive filtering with composite reports. You can add or delete values. and refinement values.

3. Data Analyzer prompts you to select the settings to display in the report. 2. On the Analyze tab. 5. enter a value for the filter. select attribute values you want to display in the report. select the global variable values you want to display in the report. click the Select Attribute Values link. click Enable Progressive Filtering. select values for calendar. granularity. the actual ranking filter appears. If the report prompts are based on a filter. If the prompts are based on time settings. If the prompts are based on attribute filters. click Edit. 6. If the prompts are based on a metric filter. Select values you want to display in the report: ♦ ♦ If the prompts are based on attributes or metrics. To add additional attributes values to an attribute filter. To display the selected prompt settings the next time you view the report. Data Analyzer might display a slightly different query on the Analyze tab than on the Create Report Wizard. you can view the default query for the report. click Display on Analyze to display the report on the Analyze tab. time period. click Prompt me with These Settings the Next Time I Run the Report. or ranking to a report. To display the prompt again. The report appears on the Create Report Wizard. to display attributes values in a progressive manner. Click the attribute values. attributes. Click Display on View to display the report on the View tab. If the prompts are based on global variables. After you create a report.Steps to Display a Report To display a report: 1. click Re-run Prompt. If the prompts are based on filtersets. For example. 154 Chapter 14: Running a Report . if you have a report with rankings based on an analytic or operational schema. and refinements.PRODUCT_KEY=PRODUCT. clear the check boxes for any attribute or metric you do not want to display in the report. instead of this place holder. You can view the query from the Create Report Wizard or the Analyze tab. On the Create Report Wizard. Click Display Report. -orOpen a report from the Find tab or a dashboard. and click OK. Viewing the Query for a Report As you add metrics.PRODUCT_KEY) /* AND Ranking filter from ranking SQL */ : where /* AND Ranking filter from ranking SQL */ is a place holder for the ranking filter. filters. Data Analyzer does not display the ranking filters and data restrictions in the default query. From the Create Report Wizard. you might see the following SQL query on the Create Report Wizard: SELECT : WHERE (SALES_FACT. select the filterset you want to use for the report. ♦ ♦ ♦ ♦ 4. 7. For an on-demand report with prompts. Data Analyzer generates a default query for the report. Make the necessary changes and save the report. To edit the report.

Editing the SQL Query for a Report 155 . 'Chewy’’s Industry')) The database table names and column names can includes spaces. 'Big Can'. If the SQL query contains a single quote (‘) within a string. You can edit the default SQL query for reports without prompts. The View Query page appears. the SQL query appears as the edited SQL. click Query. Note: In the database. you can edit the query for the report. you have the following SQL query: SELECT : WHERE (SALES_FACT. After you edit the SQL query. a date column (DATETIME) includes a time component. To view the query for the report: 1. You can also edit these queries for reports opened from a composite report. If you use an Oracle or DB2 database as the data warehouse. 2. you might see SQL conversion functions in the SELECT clause and GROUP BY clause.PRODUCT_KEY) AND (PRODUCT. the SQL hint displays after the SELECT keyword in the query. You can view the queries for a composite report individually. you might want to edit the SQL query for a report to save time. Editing the SQL query allows you to quickly modify a report. the SQL hint displays at the end of the query. you can edit the default SQL query for the report. If you use an SQL Server database. click the View Query button.PRODUCT_KEY=PRODUCT. after opening a subreport on the Analyze tab. Data Analyzer displays the SQL hints separately on the Create Report Wizard. see “Suppressing the GROUP BY Clause” on page 158. -orTo view the query from the Analyze tab. Data Analyzer truncates the time component to ensure that the date attributes are properly formatted in the report. If you are proficient in SQL. The View Query tab appears.If you add any SQL hints to the query. Data Analyzer displays the SQL hints within the query.PRODUCT_KEY=PRODUCT. When you edit the default query. If you select date attributes for a report. To view the query from the Create Report Wizard. you define one of the attributes as a metric in the analytic schema to display the report in a cross tabular report table. you must change this single quote to two single quotes (’’). With the appropriate privilege. you cannot edit any ranking filters and data restrictions in the query.BRAND IN('American Corn'. 'Big Can'. 'Chewy’s Industry')) You must modify the query to add a single quote to Chewy’s: SELECT : WHERE (SALES_FACT. Click Close. Editing the SQL Query for a Report If a report is based on an analytic or operational schema. For more information about suppressing the GROUP BY clause.BRAND IN('American Corn'. For example. In an attribute only report. Data Analyzer uses these conversion functions to truncate the time from the DATETIME fields. 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. You can edit the default query for a report. On the Analyze tab.PRODUCT_KEY) AND (PRODUCT.

The data restriction displays when you view the SQL query for the report on the Analyze tab. the system administrator creates a data restriction that restricts users from data for the following values of the Brand attribute: American Corn. If you set a ranking criteria for the report.PRODUCT_KEY) AND (PRODUCT.CATEGORY. Data Analyzer displays the following SQL: SELECT PRODUCT. Data Analyzer displays the two SQL queries as SQL Statement 1 and SQL Statement 2. PRODUCT. if the ranking SQL queries are still applicable. 'Big Can'. After you edit the SQL queries. When you view the SQL query for the report on the Analyze tab. You create a report that includes the Brand attribute.BRAND ORDER BY 1. and Rankings page of the Create Report Wizard. Filters.PRODUCT_KEY=PRODUCT. If the system administrator creates a data restriction. 2 When you run the report. you have a report that includes metrics from Inventory and Sales tables. SUM(SALES_FACT. the ranking SQL query displays as a separate ranking SQL statement. You can add an SQL hint for each SQL query for a report. Data Analyzer suppresses the GROUP BY clause and the metric aggregation for both SQL statements. 'Chewy Industries')) GROUP BY PRODUCT.BRAND IN('American Corn'. Chewy Industries. If you suppress the GROUP BY clause in the SQL query. If you want to modify the ranking criteria for a report. When you edit the SQL for a report with more than one SQL query.BRAND.CATEGORY. Big Can. Data Analyzer displays the SQL query as SQL Statement 1.BRAND ORDER BY 1. SALES_FACT WHERE (SALES_FACT. 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 SQL queries display as separate SQL statements. PRODUCT. PRODUCT. SALES_FACT WHERE (SALES_FACT. If a report includes metrics from one table.BRAND. Data Restrictions in the SQL The Data Analyzer system administrator can create data restrictions to restrict access to data for certain attribute values. use the Select Time. For example. PRODUCT.CUSTOMER_COUNT) FROM PRODUCT. However.CATEGORY. SUM(SALES_FACT. you can edit the SQL queries separately.Multiple SQL Statements If there is more than one SQL query for the report.PRODUCT_KEY=PRODUCT. 156 Chapter 14: Running a Report . When you view or edit the SQL on the Create Report Wizard. the following SQL appears: SELECT PRODUCT. The report includes more than one time period. you cannot edit the ranking SQL queries for a report. you cannot edit these data restrictions in the SQL for the report. For example.CUSTOMER_COUNT) FROM PRODUCT. The metrics are from the same fact but have different time keys. Data Analyzer adds the data restrictions to the SQL for the report. the data restrictions do not display. Data Analyzer adds the ranking SQL queries to the edited SQL for the report. 2 When you edit the SQL query for the report.CATEGORY.PRODUCT_KEY) GROUP BY PRODUCT.

if you use the USER_GROUP_NAME_STR system variable. Last name of the user who is currently logged in.For Sybase ASE and Sybase IQ: GETDATE() . if the system variable value is already enclosed in 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. For example: SELECT : FROM FACT where (ORDER_DATE < $SQL_SYSDATE$) : Also. Data Analyzer does not create a cache for each user. In a cached report with user-based security. If you use a system variable in the SQL query for a cached report with user-based security. For example.For SQL Server: GETDATE() . Depending on the database. Database specific SYSDATE function. the string values are already enclosed within single quotes.For Oracle: SYSDATE . and DB2 (OS/390): CURRENT TIMESTAMP . you must enclose them within dollar ($) characters and single quotes. Data Analyzer runs this report like an on-demand report. Note: Make sure that you use the correct SQL syntax for the Data Analyzer repository database. Data Analyzer applies the security profile of the user who is accessing the report. First name of the user who is currently logged in. When you use these system variables.For DB2. DB2 (AS/400).Using System Variables Table 14-1 describes the predefined system variables you can use in the report SQL query: Table 14-1. Data Analyzer replaces SQL_SYSDATE with the following functions: . Current time of the Data Analyzer server machine in ISO Format (YYYYMM-DD hh:mm:ss). Comma-separated list of group names to which the user who is currently logged in belongs. Editing the SQL Query for a Report 157 . 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. 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. Comma-separated strings of group names.For JDBC (generic): CURRENT_DATE. you do not need to enclose it within single quotes.For Teradata: CURRENT_DATE . you do not need to enclose it within single quotes. These are enclosed within single quotes.

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. The metric aggregation aggregates the group of metric values according to the aggregation method defined by the Data Analyzer system administrator for the metric. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue metric. 158 Chapter 14: Running a Report . 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. For example. you must verify that the SQL query is valid before running the report. you create a report to display the total sales revenue for each division in your organization. If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method. For example. you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation. 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. The GROUP BY clause groups the metric values by all attributes in the report. Sample Report Using GROUP BY Clause and Metric Aggregation When you click Suppress Group By Clause in the View Query page.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.

define one of the attributes as a metric in the analytic schema. Metric aggregation is suppressed. you must suppress the GROUP BY clause for the following reports: ♦ Reports containing CLOB attributes and at least one metric. However. For more information about suppressing the GROUP BY clause for cross tabular report tables. Data Analyzer prompts you to suppress the GROUP BY clause. You must suppress the GROUP BY clause and the metric aggregation on the View Query page. SQL Query with the GROUP BY Clause and Metric Aggregation Suppressed GROUP BY clause is suppressed. you should retain the GROUP BY clause and metric aggregation in the SQL query. A report cannot perform aggregation on a non-numeric value.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. An SQL query cannot use CLOB attributes in a GROUP BY clause. The attribute you define as a metric can have a non-numeric value. Data Analyzer requires that reports using a cross tabular report table layout contain at least one metric. ♦ Editing the SQL Query for a Report 159 . To display an attribute only report in a cross tabular report table layout. Click Suppress Group By Clause. Reports containing attributes only that you want to display in a cross tabular report table layout. Figure 14-6 shows the report run from the preceding SQL query: Figure 14-6. When you suppress the GROUP BY clause and metric aggregation in the SQL query. If you create a report with a CLOB attribute and a metric. the report displays granular data. Report Results (GROUP BY Clause and Metric Aggregation Suppressed) For most Data Analyzer reports. see “Suppressed GROUP BY Clauses in Cross Tabular Report Tables” on page 160.

For example. The system administrator can edit the GroupBySuppression. or aggregated data. 160 Chapter 14: Running a Report . If you suppress the GROUP BY clause in a report containing metrics only. 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. If you suppress the GROUP BY clause and then edit the SQL query.Suppressing the GROUP BY clause modifies the SQL query for the report. If you have edited the SQL query.GroupOnAttributePair property to false.properties file so that Data Analyzer does not group values by the row attributes. 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. then by default Data Analyzer groups values by the row attributes when you run the report. Add gauge indicators. and if the dataset is stored in more than one row in a table. Data Analyzer groups values by the Row Number attribute because the GroupBySuppression. Data Analyzer retains the changes made to the SQL query and displays the suppressed SQL for you to edit. you define Row Number as the row attribute and Column Name as the column attribute. When you run the report. When you create the cross tabular report table.GroupOnAttributePair property is set to true by default. Rank the report data. When you suppress the GROUP BY clause in a report. 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. 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 cannot suppress the GROUP BY clause. you cannot complete the following tasks for the report: ♦ ♦ ♦ ♦ Apply metric filters or filtersets containing metric filters to non-granular data. Data Analyzer automatically displays row numbers in the report table. Set a data alert on a single metric value. then the system administrator must set the GroupBySuppression.GroupOnAttributePair property in the DataAnalyzer.

Data Analyzer prevents other users from overwriting the edited SQL for the report. the following message appears: Because this report has been customized by the report author.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. 2. certain functionality may not be available. Word processors like Microsoft Word use special characters for quotation marks that might not be recognized by Data Analyzer. To modify the report. After you edit the SQL query for a report. then the GroupBySuppression. 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. In the Create Report Wizard. To edit the SQL query for a report: 1. Steps for Editing the SQL Query Use a text editor when you cut and paste SQL queries in the Data Analyzer interface. After you edit the SQL for a report. You cannot edit the SQL query for reports with prompts. you can save the changes to the report. 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. The View Query page appears. Data Analyzer continues to save the default SQL for the report in the repository. When you display a report with edited SQL on the Analyze tab. Editing the SQL Query for a Report 161 . you can save the report as a new report. Using Reports with Edited SQL Once you edit the SQL for a report. The SQL query for the report appears in an edit box. Or. you must edit the SQL for the report. you or other users cannot modify the report from the Create Report Wizard or the Analyze tab. From the Create Report Wizard.When you run the report. click View Query. the edited SQL takes precedence over the default SQL for the report. you must revert to the default SQL for the report. Click Edit SQL.

you cannot use a stored procedure in the SQL query for the report. click Use Stored Procedure. you can use a database stored procedure as the SQL query for on-demand reports. 2. The Use Stored Procedure window appears. 7. and improve productivity. Reports with time settings use data from time dimension tables. A stored procedure is a named set of SQL statements. To save the report. A prompt allows the user to select the global variable when displaying the report. Use a stored procedure as the SQL query for a report to reuse the SQL code. Once you revert to the default SQL query for the report. click Revert to Edited SQL. so that it can be shared by different programs. To revert to the edited SQL query for the report. 4. click Revert to Default SQL. -orTo select a global variable as the input parameter. This user name is defined in the data source properties. Data Analyzer does not validate the stored procedures. Select a stored procedure. 6.3. Contact the database administrator for information regarding the stored procedures you can use. To use a stored procedure in the edited SQL query: 1. To revert to the default SQL query for the report. The Select a Global Variable window appears with the list of all global variables defined in the repository. You can enter a value as the input parameter or use a global variable as the input parameter. Data Analyzer replaces the default SQL query for the report with the stored procedure code. If the stored procedure requires input parameters. enter the input parameter values. Note: Use stored procedures that are in the same data warehouse as the metrics and attributes in the report. 5. Using Stored Procedures in the Edited SQL Query If you use data from an Oracle or SQL Server database. Click OK. It is compiled and stored in the database. -orTo manually enter a global variable name as the input parameter. Modify the SQL query. When you use a stored procedure. type the global variable name enclosed in dollar signs. 162 Chapter 14: Running a Report . Data Analyzer displays all stored procedures in the database. 3. click Select Global Variable as Value. Some stored procedures require input parameters. The View SQL page displays the edited SQL query for the report. To use a stored procedure. preserve data integrity. you can control access to data. When defining a time dimension table if the system administrator set the value of Today using the SQL option. If you use a global variable. From the Edit SQL page. As a result. For an SQL Server database. you can modify the report from the Analyze tab. you can create a prompt for the global variable. Select the global variable to use as the input parameter. You must use a stored procedure that returns a result set. Data Analyzer displays stored procedures created by the user name that Data Analyzer uses to connect to the database. click Save. click Use Stored Procedure. You must use correct syntax in the stored procedure and ensure that it returns the correct output. The stored procedure must return the same number of columns as the columns (attributes and metrics) in the default SQL query. For an Oracle database.

you cannot add SQL hints to the query. you must type the delimiter symbols. 2. You cannot add SQL hints for ranking SQL statements. You can add separate SQL hints for each SQL statement in the report. if you want the database to access a table by ROWID. Data Analyzer inserts the hint after the SELECT keyword in the SQL query for Oracle and DB2 databases. When you revert to the default SQL. you can add or modify SQL hints in the SQL query. add an SQL hint as follows: /*+ ROWID(Products) */ After you add an SQL hint. When you run the report. click View Query. Using SQL Hints 163 . 4. Click OK. To use an SQL hint in the SQL query for a report: 1. If the SQL query already included SQL hints and you edit the SQL. The View Query page appears. the edited SQL overrides the SQL hints. most efficient way. 4. but ignores them when you run the report. You can add more than one SQL hint for each SQL statement. For example. Use SQL hints if you are proficient in SQL. if the SQL syntax for your database requires the SQL hint to be enclosed within certain delimiters. Click Edit SQL Hint. or SQL Server database as a data source.product_id FROM products prod WHERE prod. An SQL hint is a piece of code that tells the database to alter the execution path chosen by Data Analyzer. DB2. For example. Using SQL Hints When you run a report. Add or modify the SQL hint. If you are adding a hint.entity_name IN ( 'GROUPS_ALL'. Data Analyzer inserts the hint after the FROM clause of the SQL query. Data Analyzer does not remove the SQL hints. you can add SQL hints to the SQL query for a report. the SQL hint appears on the View Query page of the Create Report Wizard. Data Analyzer does not add delimiters. 3. You must know the correct syntax for using the SQL hints. Data Analyzer uses the SQL hints when you run the report.The global variable displays as the value for the input parameter. For the SQL Server database. 'ITEM_PRICES_ALL' ) If a report uses edited SQL. For the Oracle database. You cannot use SQL hints in reports with prompts. A text box for adding or modifying the SQL hint appears. Data Analyzer executes the SQL query for a report in the fastest. the text box is empty. If you revert to the default SQL query for the report. the following SQL query tells the Oracle database to use index on the table for which the alias is prod: SELECT /*+ INDEX(prod) */ prod. Click Apply. From the Create Report Wizard. You can also modify SQL hints you added to the SQL query. If you use an Oracle.

click Save. Select the report update setting: ♦ ♦ On-demand Cached 5. Saving a Report When you save the report. 3. 5.The SQL hint appears on the View Query page. Subsequent saves do not display these settings and properties. you specify the report type as cached or on-demand. newline character. The report name can include any character except a space. You can save a new report from the Create Report Wizard or Analyze tab. select a schedule for the report from the schedule list. To save a report: 1. 2. The Save window appears. tab. select Retain Analytic Workflows to save the analytic workflows with the report. Data Analyzer populates the fields with those values. When you run the 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. Chapter 14: Running a Report . To save the report. If you choose Cached for the report update setting. If you choose Cached for the report update setting. see “Defining Report Properties” on page 123. 164 Click Select Folder to select a location to save the report. click Save. Maximum length is 255 characters. -orOn the Analyze tab. On the Create Report Wizard or Create Composite Wizard. If the report has any analytic workflows associated with it. Note: The Save window displays options to configure report settings and properties the first time you save a report. select the following security settings: ♦ ♦ Apply user-based security Apply provider-based security For more information about user-based and provider-based security. Data Analyzer inserts the hint at the appropriate place in the SQL query. Enter a name for the report in the Report Name field. When you save a report. and the following special characters: / \ : * ? “ < > | [ ] 4. You can save reports with prompts as on-demand reports. click Save. 6. You can also save an existing report as a new report.

Saving a Report 165 . Department you want to associate with the report The time limit on each query for the report. and click OK. Maximum length is 65. In the Select Folder window.The Select Folder window appears. 10. Description for the report. 9. 8. Click More Options to display additional options for saving the report. Click OK. Enter the following report properties: Property Category Department Query Governing Description Category you want to associate with the report. 7. Keywords associated with the report. the time limit for processing the report. and the maximum number of rows returned. Enter the following report properties: Property Comments Description Keywords Description Comments for the report.535 characters. navigate to the location you want to save the report.

166 Chapter 14: Running a Report .

167 Saving an Existing Report as a New Report.CHAPTER 15 Analyzing a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 191 Overview From the Analyze tab. Click Display on View to display a report on the View tab. Print a report. Save a report. you can view report data. Click Add to Dashboard to add a report to a container on your personal dashboard. Click the Revert link to go back to the previously saved version of the report. You can also edit a report from the View tab. 178 Using Analytic Workflows. Undo changes to a report. 168 Editing a Report. 184 Adding a Related Link. You can also complete the following tasks to exchange report information with other users: ♦ 167 . 187 Changing the Data Display. 171 Drilling into a Report. Report Level Tasks You can complete the following tasks on the Analyze tab: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Display a report on the View tab. You can also modify the report data and customize the display of the report. 187 Viewing Help Glossary Descriptions. Display a report as a PivotTable. Edit a report. 188 Accessing Data Lineage for a Metric or Attribute. Save an existing report as a new report. Add a report to your personal dashboard. You can add a report to one container only. 170 Highlighting Metric Values.

You can add attributes to a report or remove attributes from a report. View the SQL query for a report. Create report alerts for a report. Change the visual display of a report. and keywords associated with the report. and dashboards. You can save a report with a new name in a different location. Add calculations to the report.♦ ♦ ♦ ♦ Export a report. shared documents. Data Level Tasks You can complete the following tasks on the Analyze tab to customize report data: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Add time settings to a report. Add discussion comments on a report. You can add metrics to a report or remove metrics from a report. Highlight metric values. View help glossary definitions. You can create links to related reports. you become the owner of this new report with write permission on the report. you can change the comments. Drill into a report. You can change the type of chart you want to display on the Analyze tab. shared documents. Provide feedback on a report. These links can provide the users quick access to important. You can view data lineage for the metrics and attributes of a report. and patterns at a glance. trends. related information. Display charts in a report. When you save the report. Create filtersets. You can analyze report data by using analytic workflows associated with the report. You can add basic and custom calculations to a report. Add or delete a filter. you specify the report type as on-demand or cached. or a cached report as an on-demand report. You can display the report chart on the Analyze tab. Email a report. you can save an existing report as a new report. You cannot save an ondemand report with prompts as a cached report. and query governing settings for the report. department. You can also select the category. 168 Chapter 15: Analyzing a 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. Use workflows to analyze report data. and dashboards. Analytic workflows allows you to examine enterprise data and business processes from different perspectives. You can also save an on-demand report as a cached report. When you save an existing report as a new report. You can highlight metric values to identify important data. Create indicators for a report. You can drill into a report to display other attributes or metrics related to the current report. Add or remove metrics or attributes. You can set attribute or metric filters on the data. descriptions. ♦ ♦ ♦ ♦ ♦ ♦ Saving an Existing Report as a New Report From the Analyze tab. Add links to related reports. Once you save an existing report as a new report. Access data lineage for metric and attributes. You can view descriptions of the attributes and metrics of the report.

If you choose Cached for the report update setting. select the security setting: ♦ ♦ Apply user-based security Apply provider-based security 7. If the report has any analytic workflows associated with it. By default. 3. navigate to the location you want to save the report. The report name can include any character except a space. Maximum length is 255 characters. The Save As window appears. You can add other keywords that might be more meaningful to the users of the report. Maximum length is 255 characters. Click Save As. Use commas to separate keywords. Keywords associated with the report. tab. select Retain Analytic Workflows to save the analytic workflows 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. The Select Folder window appears. Maximum length is 65. You can search for a report based on the keywords associated with the report. You do not have to enclose the keywords in square brackets. Description for the report. If you edit a report. If you choose Cached for the report update setting. You can search for a report based on the description associated with the report. Click Select Folder to select a location to save the report. The description for the report displays on the Find tab. Enter the following information for the report: Property Comments Description Description Comments for the report. 8. Maximum length for the report name is 255 characters. Display the report on the Analyze tab. 2. select a schedule for the report from the schedule list.When you save an existing report as a new report. Click OK to close the Select Folder window. In the Select Folder dialog box. this field contains the metrics and attributes of the report enclosed in square brackets ([]). Enter a name for the report in the Report Name field. Click More Options to display additional options for saving the report. Select the report update setting: ♦ ♦ On-demand Cached 6. the report appears on the Create Report Wizard. Data Analyzer does not save the following objects associated with the report.535 characters. 5. and the following special characters: / \ : * ? “ < > | [ ] 4. 9. Saving an Existing Report as a New Report 169 . Keywords 10. -orEdit the report. newline character.

On the Analyze tab or View tab. 2. The indicator is based on a report with metrics only and you hide or delete a metric. click the report you want to edit. If you use the Back button of your browser. click Edit. If you edit a cached report. 12. Enter the following information: Property Category Department Query Governing Description Category you want to associate with the report. Click OK. Data Analyzer uses query governing settings you specify in your user profile. or Find tab. you must be careful when deleting or hiding any metrics or attributes that were used to create the indicator. View tab. click Display on View. The time limit on each query for the report. The query governing setting you specify here overrides the group. To display the report on the Analyze tab. 3. To display the report on the View tab. you can only edit the SQL query for the report. When you edit a report. and click Edit in the Details task area.11. The indicator is position based and you hide or delete an attribute. click Display on Analyze. The report appears on the Create Report Wizard. -orOn the Find tab. Data Analyzer saves the report to the repository. 170 Chapter 15: Analyzing a Report . and the maximum number of rows returned. and system query governing settings. Department you want to associate with the report. The indicator is based on a report with attributes only and you hide or delete an attribute. the time limit for processing the report. Data Analyzer accesses the data warehouse to retrieve current data. Do not use the Back button of your browser. Data Analyzer prepares a new cache for the report. you lose the changes. Data Analyzer displays invalid indicators with a warning icon next to the indicator name. Editing a Report You can edit a report from the Analyze tab. When you edit a report that has an indicator. For reports with modified SQL statements. user. use the Edit button. the report appears on the Create Report Wizard. Make the necessary changes. If you do not specify query governing settings at the report level. Data Analyzer does not invalidate indicators in the following situations: ♦ ♦ ♦ On the dashboard. The indicator is position based and you hide or delete a metric. Data Analyzer invalidates indicators in the following situations: ♦ ♦ ♦ The indicator is value based and you hide or delete a metric or attribute. Tip: If you want to return to the Create Report Wizard. When you save the edited report. To edit a report: 1. The indicator is based on a report containing filters and you delete the filters.

Data Analyzer does not highlight null values. You can also save the modified report as a new report. Figure 15-1 shows an example of highlighting in a report: Figure 15-1. Highlighting Metric Values 171 . Data Analyzer highlights all occurrences of the selected metric. such as “low volume. or symbols to highlight metric values in a report table. bar chart indicators.4. You can highlight values in an on-demand. You can create several ranges and choose different formats for highlighting. text. Highlighting. Highlighting Metric Values Use colors. Click Save. After you create a highlighting rule. also called exception highlighting or traffic lighting. and table indicators associated with the report. 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. You can create a highlighting rule for any numeric metric or calculation in the report. or real-time report by creating highlighting rules. Data Analyzer also displays highlighting as colored dots for bar charts. This is useful in reports with multiple metrics or many rows of data. You can also associate text with different ranges. can quickly draw attention to critical data in a report or to pinpoint problem areas. Data Analyzer provides default colors and allows you to enter custom colors. Highlighting in a Report Highlighting Task Area Highlighting in the Report Table When you use color to highlight metric values. In a cross tabular report table or a report with time settings. cached.” You can create personal highlighting rules or rules that are available to anyone who opens the report.

When you enter the ranges. Highlighting in a Bar Chart You cannot modify the highlighting directly in the charts or indicators. 172 Chapter 15: Analyzing a Report . the lowest configured range does not appear highlighted in the report table. enter the numeric values in the standard format of the language selected in your user profile. To modify highlighting in the charts or indicators. For example. you specify ranges for the values that you want to highlight. Data Analyzer saves the numeric values in the standard format of your language. For example. after you create the highlighting rule.Figure 15-2 shows how background highlighting appears in a bar chart: Figure 15-2. 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. If you do not add formatting characters. you must modify the highlighting rule. you can specify the following properties: ♦ ♦ ♦ ♦ ♦ Ranges Formats State User access Hiding metric values Understanding Ranges When you create a highlighting rule. When you create highlighting rules. Enter ranges in ascending order. if your language is French. you can use comma as the decimal symbol. Data Analyzer highlights values in the report table that fall into the configured ranges.

When you choose background colors. Text Strings You can configure text strings to label ranges. If you use the text string format with the option to hide numeric data. on the Internet Explorer browser. Data Analyzer displays the list of available color names. On the Mozilla Firefox browser. see “Hexadecimal Color Codes” in the Data Analyzer Administrator Guide. the text string replaces data in the report table. Data Analyzer displays a list of available colors and the name for each color. You can also select the Custom color option and enter the HTML hexadecimal code for the color you want to use. Data Analyzer provides the following formats: ♦ ♦ ♦ ♦ ♦ ♦ Background colors Text strings Colored dots Harvey images Arrow indicators Symbols Note: Any existing formatting in a report. The format determines how Data Analyzer highlights the values in the report table. Data Analyzer displays the text string with each highlighted value in the report table. If you select None. You can configure a different background color for each range you create. You can choose from several default colors. is overwritten by the format you select in the highlighting rule. For more information about HTML color codes. you select the format you want to use. Background Colors Background colors appear as color bands for each highlighted value in the table.Understanding Formats When you create a highlighting rule. Data Analyzer does not highlight the values in the range. such as background color. Highlighting Metric Values 173 .

Table 15-1 lists the color to use for each Harvey image: Table 15-1. Harvey Images You can configure Harvey images to appear next to each highlighted value. Use an up arrow to represent high values. Data Analyzer displays arrow indicators based on the color you select when you configure highlighting ranges. green.Colored Dots You can configure colored dots to appear next to each highlighted value. or yellow dots to indicate high. medium. and a down arrow for low values. Use a full dot to represent high values. Table 15-2 lists the color to use for each arrow indicator: Table 15-2. and an empty dot for low values. 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. and low ranges of values. Use red. Data Analyzer displays Harvey images based on the color you select when you configure highlighting ranges. Color Representation for Arrow Indicators Arrow Indicator Up arrow Dash Down arrow Color Selection Green Yellow Red 174 Chapter 15: Analyzing a Report . a half full dot for medium values. a dash for medium values.

The default state for the rule. You can create multiple highlighting rules for any metric or calculation in the report. The highlighting rule appears in the Highlighting task area on the Analyze tab for the other users. The resulting report table replaces those values with highlighting. 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. other users cannot view the highlighting in the report table. a green dot marks an active highlighting rule and a red dot marks an inactive highlighting rule. If you specify the user access for the highlighting rule as personal. but does not highlight values in the report table. Use a green dot to represent high values. Table 15-3 lists the color to use for each symbol: Table 15-3. You can specify one of the following types of user access for the highlighting rule: ♦ ♦ Public. you can specify whether you want other users to view the highlighting in the report. you can choose to hide the associated metric values. In the Highlighting task area on the Analyze tab. An inactive highlighting rule is stored in the repository. applies to all Data Analyzer users. a yellow triangle for medium values. However. you can also set the default state for the highlighting rule. Understanding User Access When you create a highlighting rule. For example. This allows you to set a different state for yourself than all the other users of a report. Data Analyzer allows only one active highlighting rule for each metric or calculation.Symbols You can configure symbols to appear next to each highlighted value. Hiding Metric Values When you configure highlighting rules. which can be active or inactive. If you specify Public for the highlighting rule. An active highlighting rule highlights values in the report table. Use this option when you want a visual representation of metrics while hiding specific values. you might create a rule that highlights the stores with the best and worst sales performance. For public highlighting rules. and a red square for low values. The highlighting rule does not appear in the Highlighting task area on the Analyze tab for the other users. Data Analyzer displays symbols based on the color you select when you configure highlighting ranges. other users can view the highlighting in the report table. Personal. Highlighting Metric Values 175 .

click Create Highlight. On the shortcut menu.Creating a Highlighting Rule To create a public highlighting rule. Display the report on the Analyze tab. When using background colors. -orRight-click the metric name. 176 Chapter 15: Analyzing a Report . Specify the values for each ranges you want to highlight. Data Analyzer displays a list of available colors and the name for each color. 2. you must have read permission on the report. When you choose background colors. Enter a name for the highlighting rule. Click the metric name for which you want to create the highlighting rule. This name appears in the Highlighting task area on the Analyze tab. On the Mozilla Firefox browser. To use a different metric or calculation click Cancel. To create a highlighting rule: 1. Click the Highlighting button. Data Analyzer selects the column for the metric. Note: The Specify Highlighting Rule section lists the metric or calculation to highlight. Data Analyzer displays the Highlighting tab. 5. Select a highlighting format and configure a highlight option for each range. on the Internet Explorer browser. you can enter a HTML color code to use a custom color. you must have write permission on the report. 6. 3. select the number of ranges you want to highlight. To create a personal highlighting rule. Highlighting button 4. 7. and select the appropriate metric or calculation from the report table. From the Show list. Maximum length is 255 characters. Ranges must be in the ascending order. Data Analyzer displays the list of available color names.

Public .8. the metric values might appear cropped in the report table. 2. The highlighting rule appears in the Highlighting task area on the Analyze tab. By default. both highlighting and numeric data appear in the report table. Note: After you highlight a metric. To edit a highlighting rule: 1. By default. Click to display additional fields for the highlighting rule. This option displays for reports with cross tabular and sectional report tables. Highlighting Metric Values 177 . Clear the check box to highlight one occurrence of the selected metric. Enter the following information: Property Set Highlighting State Description Select one of the following options to set the state of the highlighting rule: . 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. Select one of the following options to set user access for the highlighting: .Active . The highlighting appears in the report table. Display the report on the Analyze tab. Data Analyzer highlights all occurrences of the selected metric in the report table.Inactive Default is Active. Click OK.Personal Default is Public. right-click the highlighting rule name.Inactive Default is Active. Editing a Highlighting Rule Use the following procedure to edit a highlighting rule. Select one of the following options to set the state of the highlighting rule for all users: .Active . To change the state of a highlighting rule. Select to display only highlighting in the table. Manually resize the metric column in the report table to display the values properly.

click the highlighting rule name. Data Analyzer deletes the highlighting from the report table and the highlighting rule name from the Highlighting task area. 3. You can select multiple attribute values in one of the following ways: 178 Chapter 15: Analyzing a Report . Drilling into a Report From the Analyze tab. Data Analyzer displays the Highlighting tab. To modify any aspect of the highlighting rule. in the Highlighting task area. Shortcut menu On the shortcut menu. 4. Click OK. Data Analyzer removes the highlighting from the report table and deletes the highlighting rule name from the Highlighting task area. Display the report on the Analyze tab. To delete a highlighting rule: 1. 3. Deleting a Highlighting Rule When you delete a highlighting rule. On the shortcut menu. Right-click the highlighting rule name. you select attribute values for the drill. Click Delete. click the highlighting rule name. The drill filter determines the data you see in the drill results. you can drill into a report to see more details about the report data. When you drill into a report. On the Highlighting tab.A shortcut menu appears. Data Analyzer uses these attribute values as a drill filter. make the necessary changes. click Delete. 2. -orIn the Highlighting task area. click Inactivate to disable an active highlighting rule or click Activate to enable an inactive highlighting rule. You can select more than one attribute value for the drill.

Example A report Category Sales by Quarter lists the dollar values of amount sold for each product category. You select the additional attributes from a predefined drill path. Drilling into a report allows you to filter attribute values and see additional attributes in a report. The system administrator can configure a primary drill path for an attribute. The Filters area continues to display any existing attribute filters. or pie chart to see more details about the report data. selecting the Women attribute value as the drill filter. Sample Report for Drilling To find out why the amount sold for Women is below expectation. You can also drill anywhere in a report to add any available attribute or metric to the report. After you create the drill filter. or rankings in the report. you select the additional attributes you want to see in the report. You can drill into any type of bar. Data Analyzer adds the drill filter to the Filters area on the Analyze tab. Data Analyzer displays both primary and secondary drill paths for all attributes in a report. Click a metric value to select all associated attribute values. Drilling into a Report 179 . The drill path lists the attributes that you can select to display in the report. All other related drill paths appear in the report as secondary drill paths. The report displays the product subcategories for the Women category. Figure 15-3 shows a sample report you might want to drill: Figure 15-3. you drill into the report. The primary drill path allows you to follow a standard path of inquiry for the attribute. metrics filters. The system administrator creates drill paths.♦ ♦ ♦ Select multiple attribute values in the report table. You can select an attribute higher or lower in the drill path hierarchy than the current attribute in the report. Click an attribute name to select all attribute values. line. You can drill on the charts in a report.

Drilling Further into the Report Drill path in the report. you find three regions sell women’s trousers and the Americas region performs poorly. Drilling into a Report Drill filter added to the report. 180 Chapter 15: Analyzing a Report . Note: If you select an attribute name and drill up.Figure 15-4 shows the report results after you drill based on the Women attribute value: Figure 15-4. To display this attribute in the report. Results of Drilling You can select a single attribute value. Drilling reveals that the amount sold for the product subcategory Trousers . To discover why. the report does not display the attribute you selected for the drill filter. multiple attribute values. you can drill further into the report to find region and product details. or an attribute name to include all attribute values as the drill filter. you can drill using the Trousers .Women attribute value: Figure 15-5. You can drill up or down in the drill path.Women attribute value.Women accounts for much of the negative growth for the Women category. After you drill. the report continues to display the attribute you selected for the drill filter. Figure 15-5 shows the report after you drill into the report based on the Trousers . To find out the regions where women’s trousers are sold. After you drill. use the Add tab to add it to the report. after you drill.

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.

Adding a Related Link

187

Click Close to close the Glossary. 2. Attributes always appear to the left of metrics in the report table. If the system administrator has created help glossary descriptions. Data Analyzer displays the help glossary descriptions of the metrics and attributes of the report. Click the Glossary button. You can complete the following tasks to change the data display: ♦ ♦ ♦ ♦ Sort a report table. Display the report on the Analyze tab. Hide the report table. If 188 Chapter 15: Analyzing a Report . You can move metrics or attributes side-to-side in the report table. Click to display help glossary descriptions. Pivot a report table. Figure 15-6 shows a report table on the Analyze tab: Figure 15-6. Changing the Data Display You can change the display of the report data. Display metric totals. 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. 3.To view help glossary descriptions: 1.

Changing the Data Display 189 .the size of the report table is too big to fit in the browser window. Once you sort a column in the report table. you switch the row and column headers of the report table. Figure 15-9 shows the pivot results: Figure 15-9. You can also minimize a column or resize a column in the report table. the Sort button appears in bold text. this report should not have rankings and must use the default SQL. Figure 15-8 shows the report table for the report: Figure 15-8. Data Analyzer cannot pivot CLOB columns. The report displays the Store Region attribute values as row headers and Group attribute values as column headers. move. Cross Tabular Report Table Before Pivot Column Headers Row Headers In this display. Click to minimize column. You cannot pivot a tabular report table. regions appears to be the emphasis of the report. Pivot Results Column headers Row headers Note: To pivot the report table. Data Analyzer displays scroll bars for the table. Pivoting a Report Table When you pivot a report table. column right. For example. To place the emphasis on product groups. Do not pivot reports containing CLOB data. you can pivot the report table. You can remove metrics or attributes from the report table. or remove attributes and metrics: Figure 15-7. Buttons on the Report Table Click to Drag to move sort from low to high. Note: You can also sort. Click to remove column. switching the row and column headers. or remove attributes and metrics from the Create Report Wizard. Figure 15-7 shows the buttons on the report table you can use to sort. you have a report that displays revenue for different regions for your product groups. You can pivot a cross tabular report table. Click to sort from high to low. move.

Click the Pivot Table button. Show Totals button 2. Displaying Metric Totals You can display the totals for the metric values in a report table. Pivot Table button 2. To display metric totals in a report table: 1. These totals display in the report table as column and row sums. Display the report you want to pivot on the Analyze tab.To pivot a report: 1. The report appears on the Analyze tab. The report appears with row and column headers switched. Click the Show Totals button. The report table appears with metric totals. 190 Chapter 15: Analyzing a Report . Open the report where you want to display metric totals.

You might want to hide the report table if you want to display report charts only. Accessing Data Lineage for a Metric or Attribute If the system administrator has configured data lineage. To hide the report table: 1. On the shortcut menu. Data Analyzer displays column totals. Use data lineage to understand how data flows into a metric or attribute and how it is used. you can access Metadata Manager data lineage for metrics and attributes on the Analyze tab. Click the Hide Table button. click Data Lineage. 2. Data Analyzer connects to a Metadata Manager server. 3. Note: You can display data lineage on the Internet Explorer browser. 3. click the Hide Totals button. Accessing Data Lineage for a Metric or Attribute 191 . You can also access data lineage for metrics or attributes when you create a report on the Create Report Wizard. The report appears on the Analyze tab. A shortcut menu appears. You cannot display data lineage on the Mozilla Firefox browser. Display the report on the Analyze tab. You can view data lineage for one metric or attribute at a time. In the report table. To access data lineage for a metric or attribute on the Analyze tab: 1.In a tabular report table. When you access data lineage from Data Analyzer. To hide metric totals. Data Analyzer displays row totals and column totals. Hide Table button 2. Hiding the Report Table You can hide the report table on the Analyze tab. The Analyze tab appears without the report table. which displays the data lineage in a separate browser window. right-click the metric or attribute name for which you want to access data lineage. In a cross tabular report table. Open the report where you want to hide the report table. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

You can view details about each object in the data lineage. You can export the data lineage to an HTML. Click Data Lineage. and Metadata Manager displays the data lineage for the metric or attribute in a separate browser window. 5. or PDF document. You can also email the data lineage to other users. Excel. Data Analyzer connects to a Metadata Manager server. 192 Chapter 15: Analyzing a Report .4. close the browser window. To disconnect from the Metadata Manager server.

Data Analyzer updates the charts associated with the report. 196 Overview On the Analyze tab. 193 Adding a Metric to a Report. When you add a metric or an attribute to a report or delete a metric or an attribute from a 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. When you add a metric or an attribute to a report. The metric and attribute folders reside in the Schema Directory. 194 Deleting a Metric from a Report. Metric folders contain the metrics and attribute folders contain the attributes. If you add an attribute to a report. You can also delete metrics or attributes from a cached or on-demand report. Data Analyzer also deletes any calculations that are based on that metric. you can save the report as a new report or save the changes to the current report. 194 Adding an Attribute to a Report. Data Analyzer displays the metric and attribute folders for which you have read permission. you can add metrics or attributes to a cached or on-demand report. Data Analyzer invalidates all alerts and indicators in that report. 195 Deleting an Attribute from a Report. You must delete an invalidated alert or indicator and create a new one.CHAPTER 16 Modifying a Report on the Analyze Tab This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. After you add or delete metrics or attributes. 193 . Data Analyzer invalidates the alerts and indicators that are based on that metric. If you delete a metric from a report.

Adding metrics allows you to increase the scope of the report. From the metric category list. The metric remains in the report and in the associated SQL queries. When you delete the last metric from a report. you can hide this metric in the report table. 6. 4. 2. you can add metrics from any available metrics folder to a report. Data Analyzer does not display the metric in the report table on the Analyze tab. If a report with a cross tabular report table has only one metric. select a metric folder. you can delete any metric from the report. Metric category list Metrics list The metric category list displays the available metric folders for the report. The metric remains in the report and in the associated SQL queries.Adding a Metric to a Report On the Analyze tab. Click Add. select a metric. the report displays as attributes only. You can delete all metrics from a report. The metrics list displays the metrics for the selected metric folder. you must use the Edit Report button to add metrics to the report. From the metrics list. If you delete all metrics. Data Analyzer deletes the custom metric also. you cannot remove the metric from the report table. Click Save. 3. To add a metric to a report on the Analyze tab: 1. 5. You can also click Save As to save a modified report as a new report. Click Add. Note: If the report has attributes only. When you hide a metric. Data Analyzer hides this metric in the report table on the Analyze tab. 194 Chapter 16: Modifying a Report on the Analyze Tab . Deleting a Metric from a Report On the Analyze tab. Tip: If you do not want to display a metric. If you delete a metric that is used in a custom metric. Display the report on the Analyze tab. Data Analyzer displays the metric category and attribute category lists on the Add tab. The report appears with the new metric.

The report appears without the deleted metric. Click OK. Display the report on the Analyze tab. Click Save. Adding an Attribute to a Report 195 . The attributes list displays the attributes for the selected attribute folder. Display the report on the Analyze tab. If the metric is used in a custom metric. 4. Adding attributes allows you to broaden the focus of the report. Click Add. Attribute Category List Attributes List The attribute category list displays the available attribute folders for the report. Adding an Attribute to a Report On the Analyze tab. 2. Remove button in column header. Note: If the report has attributes only. 3. You can also click Save As to save a modified report as a new report. To add an attribute to a report on the Analyze tab: 1. 2. Data Analyzer prompts you to confirm that you want to delete the metric. The report appears without the deleted metric and any associated custom metrics. Click the Remove button in the column header for the metric you want to delete. you can add attributes from any available folder to a report.To delete a metric from a report on the Analyze tab: 1. you must edit the report to add attributes to the report. Data Analyzer displays the metric category and attribute category lists on the Add tab.

2. When you delete an attribute that is the base attribute for a custom attribute. The report appears with the new attribute. You can also click Save As to save the modified report as a new report. Click Save. Click Save. From the attributes list. Remove button in column header. Open the report on the Analyze tab. From the attribute category list. you cannot delete section attributes from the report table. 4. You can also click Save As to save the modified report as a new report. 196 Chapter 16: Modifying a Report on the Analyze Tab . In a report with a cross tabular report table. 5. Data Analyzer also deletes the custom attribute from the report. 3. Deleting an Attribute from a Report On the Analyze tab. You can edit the report to delete column attributes and section attributes. select an attribute folder. Click the Remove button in the column header for the attribute you want to delete.3. Click Add. If you delete all attributes. You delete custom attributes the same way you delete any other attribute from the report. In a report with a sectional report table. select an attribute. You can delete all attributes from a report with a tabular report table. the metrics in the report display in a single line as aggregate totals. To delete an attribute from a report on the Analyze tab: 1. you can delete attributes from a report to change the scope or focus of the report. The report appears without the deleted attribute. you cannot delete the column attributes from the report table. 6.

211 Overview You can display calculations in cached and on-demand reports. 197 . if you create a custom metric. You can set up a mathematical expression to create custom metrics for a report. ♦ ♦ You can create calculations on metrics and numeric attributes in the report. or complex calculations. Custom metrics. 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. You can perform simple calculations. by dividing each sales value by the total sales in a column. Basic metric and aggregate calculations are certain predefined calculations that you can add to the report. 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. You can set up a mathematical expression to create custom aggregates for a report. and running average are all layout dependent. For example. 197 Adding Basic Metric and Aggregate Calculations. 199 Working with Custom Metrics.CHAPTER 17 Adding Calculations to a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. such as calculating the geometric mean for a specific set of values in a column. Layout-Dependent Metric Calculations A layout-dependent metric calculation is a calculation that you perform on a row. 203 Working with Custom Aggregates. the metric calculation is layout dependent. You can add basic metric and aggregate calculations for numeric metrics and attributes in a report. Calculations allow you to increase the efficacy of a report by displaying information that is critical for the report users. column. A layout-dependent metric calculation can be a basic metric calculation or a custom metric calculation. or section in the report table. Note: You cannot create filters or rankings on a layout-dependent metric calculation. running total. Percent Sales. Predefined basic metric calculations like percentage. Custom aggregates. such as displaying the total of all metric values.

For example. and A5. You sort A1.Subtotals When you add a basic aggregate or custom aggregate calculation. the grand aggregate is the sum of all metric values in the report table. 198 Chapter 17: Adding Calculations to a Report . if you sort the report based on another attribute. Data Analyzer displays a blank cell at the intersection of the row and column calculation. for the Count calculation for rows and columns. Data Analyzer recalculates the metric values for each section in the report. Data Analyzer does not use A1. A3. A3. A2. In the preceding example. The grand aggregate is the cell at the intersection of the row calculation and column calculation in the report table. Data Analyzer deletes any subtotals based on that attribute. Each brand belongs to one of two categories. and highlighting rules on subtotal cells. You cannot create calculations for a column attribute if there are no row attributes in the report. Data Analyzer removes the subtotals from the report. Data Analyzer calculates the subtotals when the values of A1 or A3 change. or A5 change. For example. A4. indicators. A2. Calculations in Sectional Report Tables When you add a layout-dependent metric calculation to a report with a sectional report table. Data Analyzer does not use the unsorted attributes as the context for calculating subtotals. If you display subtotals for A5. there are five attributes in a report: A1. A3. Data Analyzer calculates the subtotals based on the sorted attributes only. When you delete an attribute from a report. When you add different aggregate calculations for rows and columns. the grand aggregate is the total number of metric values in the report table. you cannot create basic or custom aggregate calculations for numeric attributes. For example. if you add the Sum calculation for rows and columns. 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. Figure 17-1 displays subtotals in a report table: Figure 17-1. subtotals are meaningful if the time setting includes granularity. Similarly. If you display subtotals for A3. Note: You cannot create alerts. In cross tabular report tables. If there are multiple attributes in the report. you can create subtotals for the calculation. Data Analyzer calculates the value of the grand aggregate using all the values in the cross tabular report table. Calculations in Cross Tabular Report Tables When you add an aggregate calculation for rows and columns in a cross tabular report table. Data Analyzer does not display the calculation in the Summary section or Grand Totals section of the sectional report table. After you add subtotals. or A3 as the context for calculating subtotals. if you sort A4 only and display subtotals for A4. a report includes the Category and Brand attributes. Data Analyzer displays a grand aggregate in the report. Data Analyzer calculates the subtotals when the values of A1. Use the Subtotals option to display the total sales for each category. A5. For reports with time settings.

You can complete the following tasks on calculated values: ♦ ♦ ♦ ♦ ♦ Plot the calculated values as charts. Data Analyzer performs a basic metric calculation for each value at a time. a basic aggregate calculation summarizes a set of values and returns a single value as the result. Use the Percent Contribution calculation to display metric values as percentages in the report table. you can perform the calculation on rows and columns in the report table. Adding Basic Metric and Aggregate Calculations Use basic metric and aggregate calculations as shortcuts to quickly add commonly used calculations to reports. Basic Metric and Aggregate Calculations in a Report Table Column Running Total is a basic metric calculation. For example. you can choose how you want the calculated values to display in the report. For tabular report tables. For cross tabular report tables. Set alerts on the calculated values. Data Analyzer displays no growth values for the first column. the Max and Running Total calculations appears for the Dollar Sales column. You can add the following basic metric calculations to any report: ♦ Adding Basic Metric and Aggregate Calculations 199 . For a row or column of values. Percent Growth. Figure 17-2 shows examples of basic metric and aggregate calculations: Figure 17-2. and Percent Change in Growth basic metric calculations in the report table. in the Summary section and Grand Totals section. Change the position of the calculation in the report table or delete the calculation from the report table. Data Analyzer displays null values for the last row in the report table.If you have Growth. Highlight the calculated values. When you add a basic metric or aggregate calculation. Percent Contribution. you can perform the calculation on columns in the report table. Data Analyzer displays the percentage for each value in the column. and formats. The calculated values display in a column. Basic aggregate calculations are different than basic metric calculations. Data Analyzer adds new columns for the Running Total basic metric calculation. fonts. On the other hand. Count is a basic aggregate calculation that returns the total number of metric values in a column. Change display settings. Since the Max calculation is performed for the Dollar Sales columns only. if you display Percentage for a column of values. Basic Metric Calculations for All Reports Data Analyzer treats a basic metric calculation as a metric in the report. Max is a basic aggregate calculation. for the Running Total columns. The calculated values display in a row or column. For example. In the above example.

You can display the change in data over a time period. you can display the percentage change in growth for each month. Moving Average. you have a sales report with two time periods. Moving Total. Data Analyzer performs the calculation for each group of n values at a time. recalculating at each value. You can display the percentage change in the data over a time period. 200 Chapter 17: Adding Calculations to a Report . Percent Change in Growth. Data Analyzer performs the calculation for each group of n values at a time. The number represents the day number of year. because there is no month to calculate the growth over. The Moving Total calculation returns the cumulative sum (row-by-row) of a specified number of values. current year and current month. Data Analyzer does not display the Growth column for the first month. ♦ ♦ ♦ ♦ If a report has day as the time period or granularity. If you select a granularity. Returns the cumulative sum of the current value and all previous values in a row or column.♦ Running Average. For example. Data Analyzer does not display the Percent Change in Growth column for the first month. You must specify the number (n) for which you want to calculate the moving average. For example. Returns the average of the current value and all previous values in a row or column. You can choose to display the growth for current year. and Running Total. you cannot add Growth. Data Analyzer starts the calculation at the beginning of a row or column and runs through the entire set of values. you have a report that displays the product sales for the previous quarter. you can display moving totals in the report. Running Total. you have a report that displays product sales by quarter for the last three years. In addition to Percentage. Percent Growth. current month. In the following cases. you can display the day as date or number in the report table. Data Analyzer starts the calculation at the beginning of a row or column and runs through the entire set of values. You want to add the Growth calculation to the report. you can display the percentage change in growth over a time period. with a Month by Month granularity. because there is no month to calculate the growth over. The Moving Average calculation returns the mean (row-by-row) of a specified number of values. The time period is a day and the granularity is Hour by Hour. if the sales report displays the growth in sales over the three months in each quarter. you can display moving averages in the report. 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 For Last N Time Periods or Between Dates and you selected the Show as Single Column option. If the time setting for a report includes granularity. Data Analyzer always performs the basic metric calculations using day numbers. recalculating at each value. You must specify the number (n) for which you want to calculate the moving total. This calculation helps you identify any trends in the growth. Running Average. you can choose the time period for which you want to perform a calculation. You can display the growth in sales over the three months in the quarter. Percent Growth. or both current year and current month. you can add the following basic metric calculations to a report with time settings: ♦ Growth. If you do not compare the data against another time period. ♦ Basic Metric Calculations for Reports with Time Settings For reports with time settings. For example. The time period is a quarter and the granularity is Week By Week. You can display the percentage change in sales over the three years. Data Analyzer does not display the Percent Growth column for the first quarter. The report displays data for each month in the previous quarter. Any time period (except For Last N Time Periods and Between Dates) and you do not select any granularity or comparison options. because there is no month to calculate the growth over. The time period is a month and the granularity is Day By Day. For example. The growth columns appear to the right of month columns in the report table.

4. Min. or Max calculations on a metric containing an undefined value. When you perform Running Average. Max. You can perform the Count calculation for rows only. Displays the maximum metric value in a column or row. Displays the total number of values in a row. Count. where the Sum calculation appears for one of the two time periods: Figure 17-3. Percentage. For example. Average. but not the current year. Data Analyzer ignores the undefined value in the calculation. When you perform the Count calculation for an attribute. Moving Total. and 6. 4. Data Analyzer calculates the average of this column as: (10 + 5 + 4 + 6) / 4 If a column contains all undefined values. Data Analyzer counts all values in the row. Count.Basic Aggregate Calculations You can add the following basic aggregate calculations to a report: ♦ ♦ ♦ ♦ ♦ Sum. For example. if a column contains the values 10. 5. you can choose the time period for which you want to perform the calculations. Data Analyzer counts all unique values in the column or row. Data Analyzer displays NULL as the column average. 5. Data Analyzer treats the undefined value as a zero. you cannot perform the Count calculation for a column attribute or a section attribute. Performing Calculations on Undefined Values A report might include undefined values. and 6. Running Total. Data Analyzer calculates the sum of this column as: 10 + 5 + 4 + 0 + 6 Adding Basic Metric and Aggregate Calculations 201 . When you perform the Count calculation for a metric. When you perform Average. division by zero is undefined. Displays the minimum metric value in a column or row. Displays the sum of all metric values in a column or row. undefined. or Sum calculations on undefined values. For example. In a cross tabular report table or a sectional report table. Displaying Sum Calculation in a Report with Time Settings Sum appears for current month. Displays the mean of all metric values in a column or row. Min. undefined. if a column contains the values 10. Figure 17-3 shows a report with two time periods. Undefined values are the result of a mathematical expression that does not have any meaning. You can perform the Count calculation for metrics and attributes in a report. For reports with time settings. Moving Average.

In the Add Calculations task area. click Calc. you can also select the Time Attribute option for calculating subtotals. 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. select Basic Metrics and Aggregates if not already selected. 202 Chapter 17: Adding Calculations to a Report . and select attributes for which you want Data Analyzer to calculate the subtotals. select metrics for the calculation. 2. select Show Subtotals For.Steps for Adding Basic Metric and Aggregate Calculations To add basic metric and aggregate calculations to a report: 1. From the Aggregate By list. On the Create Report Wizard. From the Metrics list. 4. select the time periods for which you want to perform the calculation. 8. select the calculation you want to add. If you add the Count calculation. If you added a basic aggregate calculation. Click Add. For reports with time settings. -orOn the Analyze tab. For reports with time settings. 6. 3. 5. The Calculations tab appears. you can select metrics and attributes for the calculation. Data Analyzer displays subtotals for the time periods you selected in Step 5. the Calculations tab is labeled Calc. click Layout and Setup > Calculations. From the Basic Metric and Aggregate list. to add subtotal calculation to the report. Basic Metric and Aggregate List Metrics List Aggregate By List On the Analyze tab. select how you want the calculated values to display in the report.

Deleting Basic Metric and Aggregate Calculations Since basic metric and aggregate calculations are predefined in Data Analyzer. For example. you can create a profit custom metric by subtracting costs from sales. If you add multiple calculations to the report. A custom metric contains a mathematical expression that returns a value of each row or column of data. -orOn the Analyze tab. Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. You can promote a custom metric to the Schema Directory. To delete basic metric and aggregate calculations from a report: 1. you cannot edit these calculations. Data Analyzer saves a custom metric to the repository but does not add it to the Schema Directory. If you want to change how you set up a calculation. first delete the calculation from the report. You can create a custom metric to perform calculations on the existing metrics in a report. in the report table. Data Analyzer deletes the calculation from the report. in a report with sales and costs. Working with Custom Metrics You can create custom metrics based on metrics in a report. The number of aggregate calculations includes basic aggregate and custom aggregate calculations. The number of metric calculations includes basic metric and custom metric calculations. 2. the calculations display in the order in which you add them. Working with Custom Metrics 203 . click Calc. In the Summary task area. A custom metric exists in the report where you create it. click the Remove button for the calculation you want to delete from the report. The Calculations tab appears. 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. On the Create Report Wizard.Data Analyzer adds the basic metric or aggregate calculation to the report. click Layout and Setup > Calculations. By default. and add it with the changes.

you can switch to the advanced mode at any time. Optionally. and % (as a percent of ) operators in metric expressions. in the Description field. In the Add Calculations task area. From the Select Operator list. . enter a name for the custom metric. select an operator for the custom metric expression.(subtract) as the operator. When you use % as an operator. The first operand is the metric that you use as the basis of the custom metric expression. numeric values. click Calc. the custom metric expression can consist of one or two metrics. the custom metric expression consists of the following elements: ♦ ♦ First operand. To create a custom metric in simple mode: 1. The Add Calculations task area displays the fields for creating custom metrics. In advanced mode. In simple mode. as the first operand. enter a description for the custom metric.(subtract). The operator is a symbol that represents a specific action. mathematical operators. Second operand. right-click the metric name you want to use as the first operand in the custom metric expression. ♦ The % operator allows you to calculate the value of the first operand as a percentage of the second operand. You cannot use a row or column calculation in the report table for the custom metric expression. and functions. / (divide). select Custom Metrics if not already selected. * (multiply). you can perform calculations on one or two metrics to create a custom metric.The custom metric expression is a valid mathematical expression that calculates the value of the custom metric. numeric values. click Create Custom Metric. The Calculations tab appears. Use the + (add). Operator. click Layout and Setup > Calculations. including an existing custom metric. since profit equals revenue minus cost. Maximum length is 200 characters. In the Name this Metric field. For the profit custom metric. You can create a custom metric expression in one of the following modes: ♦ ♦ Simple mode. The second operand is another metric in the report. -orOn the Analyze tab. On the Create Report Wizard. 2. In simple mode. 5. or a numeric value. -orOn the Analyze tab. 4. 204 Chapter 17: Adding Calculations to a Report . On the shortcut menu. in the report table. you must select a metric as the second operator. the custom metric expression can consist of metrics. attributes with numeric values. you select . Creating a Custom Metric in Simple Mode In simple mode. When you create a custom metric in simple mode. a numeric attribute. You can select any metric in the report. and mathematical operators. Advanced mode. Specify Metric List 3.

If you have added a basic metric calculation for the base metric. 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. the custom metric appears to the right of the basic metric calculation. Click the Expand button to view the Make Selection list. select the second operand for the custom metric expression. From the Make Selection list. Click OK. Working with Custom Metrics 205 . 6. the Make Selection list displays the valid options. The custom metric values display in italics. Data Analyzer retains the custom metric expression. select Enter a Numeric Value and enter a numeric value. 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.Depending on the operator you select. In the report table. Expand button Tip: To switch to the advanced mode. 7. To enter a numeric value as the second operand. click Advanced. Data Analyzer adds the custom metric to the report. the custom metric appears next to the base metric. When you switch to the advanced mode.

Click Save. Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression. For example. For example. the value of the custom metric is 103. you can use the applicable time attributes as keywords.9379.86 in the custom metric expression: {Sale Price} + .258) Sales Price has a precision of two.938. The result of the calculation is 103. and constants (numeric values) in the custom metric expression.258 has a precision of three. you can calculate the total value of each product in your inventory using the product list price in a custom metric expression. For example. Calculations that involve multiplication and division may result in higher precision than the values included in the operation. while . Use Date and Time and String functions to create custom metrics that generate non-numeric values. while . The syntax for some functions allows you to use certain keywords. Use multiple operators. Highlight the metric values. Data Analyzer assigns the return value the same precision as that of the value with the highest precision.2586) Sales Price has a precision of two.8. functions. Data Analyzer rounds the value to the highest precision in the expression. You can also save the modified report as a new report.20) . Data Analyzer uses the precision of the value with the highest precision. you have the metric Sales Price with a value of 402.86 in the custom metric expression: {Sale Price} *. 206 Chapter 17: Adding Calculations to a Report .1186.20) . you have the metric Sales Price with a value of 402. Create chart or gauge indicators. you can create the following custom metric expression: ((({Revenue} * 1. Therefore. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1. These non-numeric metrics display in the report table as any other custom metric. The value of the custom metric is 403. the custom metric or custom aggregate has two as the default precision. Display in charts. with a precision of four. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts.{Expenses} If you want to see the estimated profit as a percentage of the actual profit. If none of the values in the expression has a precision of two or more. 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. For example. For reports with time settings. When any of the values in an expression has a precision of two or more. 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.2586 has a precision of four.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression. However.

2. Click metrics. In the Add Calculations task area. 4. you create a custom metric to calculate the estimated profit as a percentage of the actual profit. it appears where the pointer is in the Advanced Metric Expression text box.{Expenses}) / {Profit}) * 100 You can choose to display the percent sign next to the estimated profit values in the report table. click Layout and Setup > Calculations. Figure 17-4 shows an example of custom metric values displayed as percentages in the report table: Figure 17-4. Create the custom metric expression. The Calculations tab appears. You use the following custom metric expression: ((({Revenue} * 1. -orOn the Analyze tab. When you click an item.Displaying Custom Metric Values as Percentages You can display the percent (%) sign next to custom metric values in the report table. To create a custom metric in advanced mode: 1. In the Name this Metric field. Steps for Creating a Custom Metric in Advanced Mode When you use the advanced mode. 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. Data Analyzer encloses selected metrics and attributes within curly brackets ({}). attributes. you must save the report before you add basic metric calculations for such a custom metric. enter a description for the custom metric.20) . Optionally. Click Advanced. in the Description field. The Custom Metric page appears in advanced mode. an error message appears indicating why the custom metric expression is invalid. click Calc. 6. 3. select Custom Metrics if not already selected. enter a name for the custom metric. However. For example. 5. You can validate the custom metric expression. and keywords to add them to the custom metric expression. You cannot use a row or column calculation in the report table for the custom metric expression. Maximum length is 200 characters. On the Create Report Wizard. -or- Working with Custom Metrics 207 . If the custom metric expression is invalid. The Custom Metrics page appears. functions. you must build a valid custom metric expression.

You might need to update the alerts and indicators for the custom metric you update.Enter the custom metric expression in the Advanced Metric Expression text box. see “Overview” on page 321 7. When you edit a custom metric created in advanced mode. 10. 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. When you edit a custom metric created in simple mode. 8. After you edit a custom metric. In the report table. make the necessary modifications. To display the values of the custom metric as percentages in the report table. you can change the second operand or operator of the custom metric expression. The custom metric values display in italics. the custom metric appears next to the base metric. Click OK. To configure the Sum and Average basic aggregate calculations for the custom metric. When you edit a custom metric. you can change any part of the custom metric expression. the custom metric appears to the right of the basic metric calculation. If you do not enter valid values. If the custom metric expression is invalid. You must enclose metric and attribute names in curly brackets. If you switch to simple mode. click Display as % Value in Table. Data Analyzer might display null values in the report table. you must save the report to save the modified custom metric with the report. Tip: To switch to the simple mode. Data Analyzer adds the custom metric to the report. You can type spaces between operands and operators. Although Data Analyzer provides syntax validation. click Simple. For more information about using functions in an expression. Editing a Custom Metric You can edit any custom metric in the report. you might lose the advanced custom metric expression. alerts or indicators for the metric might become invalid. This number includes basic metric and custom metric calculations. 208 Chapter 17: Adding Calculations to a Report . If you have added a basic metric calculation for the base metric. click Configure Aggregate Calculation. You can also save the modified report as a new report. Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. you must enter valid values in the expression. Click Validate to validate the custom metric expression. 11. 9. Click Save.

Average. On the Create Report Wizard. In the Summary task area. You can also save the modified report as a new report. Data Analyzer displays the Custom Metric page in simple mode. click Calc. In advanced mode. click Edit Custom Metric. Min.To edit a custom metric: 1. -orOn the Analyze tab. To delete a custom metric: 1. The Calculations tab appears. By default. Click OK. Data Analyzer displays the Custom Metric tab in advanced mode. Configuring the Sum and Average Calculations After you create a custom metric. you can delete custom metrics from a report. right-click the custom metric name you want to edit. Working with Custom Metrics 209 . -orOn the Analyze tab. Data Analyzer calculates the sum and average using each value in the custom metric column or row. In the Summary task area. make the necessary modifications. 6. If you created the custom metric in advanced mode. you can configure how Data Analyzer calculates the Sum and Average basic aggregate calculations for the custom metric. and Max. click Calc. On the Analyze tab. Deleting a Custom Metric On the Summary task area of the Calculations tab. There are three ways in which Data Analyzer can calculate the sum and average for a custom metric: ♦ By the custom metric. 2. 3. Make the necessary changes. Click Save. click the custom metric you want to edit. The Calculations tab appears. you can perform any basic aggregate calculation on the custom metric. click the Remove button for the custom metric you want to delete. 2. click Validate to validate the custom metric expression. click Layout and Setup > Calculations. you can also delete a custom metric from the report table. in the report table. If the custom metric expression is invalid. If you created the custom metric in simple mode. click Layout and Setup > Calculations. 4. -orOn the Analyze tab. just as would delete any other metric. On the shortcut menu. When you create a custom metric in advanced mode. Count. On the Create Report Wizard. Data Analyzer deletes the custom metric from the report. Basic aggregate calculations include Sum. 5. Data Analyzer validates the expression and modifies the custom metric.

If you want to edit the metric. To configure the Sum and Average basic aggregate calculations for a custom metric: 1. Data Analyzer uses the custom expressions. Data Analyzer converts the custom metric into a calculated metric and saves it in the Schema Directory. Quantity Sold is an additive metric. You can enter custom expressions for the Sum and Average basic aggregate calculations. You can have Data Analyzer calculate the sum and average of custom metrics by the base metrics used in the expression. The Configure Aggregate Calculation window appears. -orOn the Analyze tab. Additive metrics can be added across different dimensions. select Custom Metrics if not already selected. Select the option you want to use to calculate sum and average for the custom metric: ♦ ♦ ♦ This Metric Base Metrics Custom 3. 2. enter the expressions for the Sum and Average calculations. If there are one or more non-additive metrics in the custom metric expression. you can use the metric in other reports. products. For example. Click OK. When you save the custom metric. you can edit it in the Schema Directory. Using a custom expression. Customer Count is a non-additive metric. When you add the Sum and Average basic aggregate calculations for the custom metric. you cannot configure the Sum and Average calculations for the custom metric. you cannot promote the custom metric. Promoting a Custom Metric You can promote a custom metric to the Schema Directory. Therefore. Data Analyzer validates the expressions for the Sum and Average calculations. 2. you add the custom metric to any available metric folder.♦ By base metrics. and recreate it in advanced mode. If you select Custom. In the Add Calculations task area. If the custom metric you want to promote is based on another custom metric. Note: You cannot use attributes in calculated metric expressions. and departments. To promote a custom metric: 1. first delete the custom metric. The Data Analyzer system administrator defines metrics as additive or non-additive. 3. The Custom Metrics page appears. On the Create Report Wizard. since you can add it across customers. if the custom metric expression includes an attribute. You cannot edit the promoted metric from the Analyze tab or the Create Report Wizard. On the Custom Metric page (advanced mode). After you promote a custom metric. Click Promote To Schema. 4. The Calculations tab appears. Calculate the sum by base metrics to display true (smart) totals and averages in the report. click Layout and Setup > Calculations. click Configure Aggregate Calculation. When you promote a custom metric. click Calc. Tip: If you want to configure the Sum and Average basic aggregate calculations for a custom metric created in simple mode. 210 Chapter 17: Adding Calculations to a Report . you must promote the base custom metric first. ♦ You can configure the Sum and Average calculations if all metrics in the custom metric expression are defined as additive metrics.

but no longer appears in the Summary task area of the Calculations tab. you can use the Context argument as a filter condition to set a scope for the function. The promoted custom metric is still part of the report. The function performs the calculation on only those values for which the condition is true. use the following syntax to pass a value for the Context argument: Count({Sales Person}. you cannot use Add or Round functions within a custom aggregate expression. you can only use functions that take a list of values as an argument. attributes. Use the context argument to create a flexible expression by performing the calculation on a set of attribute values. Working with Custom Aggregates 211 . Note: You cannot use the Context argument when using functions to create a calculated metric expression. For example. Setting the Context for a Function You can use the Context argument with functions such as Count and Covar. Use multiple metrics. For example.The Select Folder window displays all available metric folders. Click the folder name. A custom aggregate calculation exists in the report where you create it. but does not add it to the Schema Directory. Data Analyzer saves a custom aggregate calculation to the repository. A custom aggregate calculation contains a mathematical expression that summarizes a set of values and returns a single value as the result. operators. use the Count function and pass a metric or attribute name as the value of the List argument: Count(List [. and constants (numeric values) in the custom aggregate expression. To find out the total number of sales persons. you can use the applicable time attributes as keywords. custom aggregate calculations are also called custom aggregates. When you create a custom metric or custom aggregate expression. you do not want to include the sales for products that are less that $2. functions. Working with Custom Aggregates You can create a custom aggregate calculation based on attributes and metrics in a report. For example. You can use the Avg function to create the following custom aggregate expression: Avg({Sales}. When you create a custom aggregate. you can use Data Analyzer functions to perform calculations. make sure that the custom aggregate expression generates a single value for a row or column of data.Context]) To find out how many sales persons are from the Northern region. When creating custom aggregates. In a custom aggregate expression. Data Analyzer adds the custom metric to the selected metric folder. and click OK. You cannot create a custom aggregate expression that returns multiple values for a row or column. For reports with time settings. In Data Analyzer. However. 4. you want to display the average sales in the report table. “{Sales}>=2000”) The syntax for some functions allows you to use certain keywords.000 in the average calculation. "{Region}='Northern'") The preceding expression counts the number of values in the Sales Person attribute for the Northern region. since Add and Round take numeric values as arguments. you have a report that displays the Sales Person and Region attributes and the Sales metric.

Value Context Use value context to perform the calculation on specified attribute values. You cannot create filters or set rankings for layout-dependent metric calculations. 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}. you can use the THIS keyword to get the value of an attribute for the current row. For example. Use layout keywords to set the layout context. The Data Analyzer equal (=) operator is the same as the SQL IN operator. 'Supplies'") 212 Chapter 17: Adding Calculations to a Report . Syntax for the Context Argument You must enclose the context within double quotation marks. you can use the ROW keyword to perform the Sum calculation on each row in a report. columns. 'Drinks'. "{State}='CA'. The function performs the calculation on any of the data values that match the condition. The report cannot use time settings. the custom metric is called a layout-dependent custom metric. For example: Avg({Sales}.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. 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.) symbol to separate multiple values within a condition. When you use a layout context in a custom attribute expression. the custom attribute is called a layoutdependent custom attribute. or sections in the report. 'AZ'") The above expression calculates the total of all Sales values where the State attribute value is either CA or AZ. You must enclose an attribute or metric value within single quotation marks. For example. Separators Use the comma (. When you use a layout context in a custom metric expression. the following restrictions apply: ♦ ♦ The report cannot use cross tabular or sectional report tables. When you use layout-dependent custom attributes in a report. Use attributes and value keywords to set the value context. "{Category}='Food'.

Refers to the month number in year. For example. Use the point-and-click interface to add attribute names and attribute values to the expression. "{State}='CA'. you must enclose attribute names within curly brackets ({}). use the following expression: Sum({Sales}. "{@QUARTER_NUM}=1") To calculate the average sales made in the current quarter. YEAR_NUM Refers to the year number. Applicable time attributes are the attributes that represent the time period selected for the report and any other time period of a higher granularity. you can select the applicable time attributes for an expression. Use attribute names that are part of the report. use the following expression: Avg({Sales}. If you manually enter the time attribute name in the expression. Refers to the day number in year. use the following expression: Sum({Sales}. Table 17-1 lists the time attributes that you can use when passing the Context argument: Table 17-1. you can select QUARTER_NUM or YEAR_NUM time attributes for your expression.{Category}='Food'") Attributes Use attribute names and attribute values to set the value context. use the following expression: Sum({Sales}. "{@YEAR_MONTH_NUM}=6") To calculate the average sales made in the first quarter. Refers to the week number in year. Working with Custom Aggregates 213 .) symbol to separate multiple conditions. use the following expression: Avg({Sales}. If you manually enter the attribute names in the expression. use the following expression: Sum({Sales}. Time attributes allow you to track time periods in reports. "{@QUARTER_NUM}=CURRENT") To calculate the total sales made in 2003.You can include multiple conditions within the Context argument. Your Data Analyzer system administrator must set up the time attributes in the time dimension table before you can use them in your expressions. "{@HOUR_NUM}=10") To calculate the total sales made on the first day of the year. "{@YEAR_DAY_NUM}=1") To calculate the total sales made in the fourth week of the year. use the following expression: Sum({Sales}. Time Attributes Used in Setting Context Time Attribute Name HOUR_NUM Meaning Refers to the hour number in day. Use the semicolon (. "{@YEAR_NUM}=2003") YEAR_DAY_NUM YEAR_WEEK_NUM YEAR_MONTH_NUM QUARTER_NUM Refers to the quarter number. For example: Sum({Sales}. Example To calculate the total sales made between 10:00 and 11:00 am. "{@YEAR_WEEK_NUM}=4") To calculate the total sales made in the month of June. For reports with time settings. for a report for the Current Quarter. you can use time attributes as keywords when you set the value of the Context argument. you must enter the at (@) symbol before the time attribute name. For reports with time settings. Use the point-and-click interface to add the time attribute name and attribute values to the expression.

use the following expression: Sum({Sales}.Table 17-1. Time Attributes Used in Setting Context Time Attribute Name DATE_TIME Meaning Refers to the date and time values. 2004. use the following expression: Sum({Sales}. Allow you to set the value context. use the following expression: Sum({Sales}. The report displays the Sales for each product category by region. The report displays the Sales for each product category for each state. use the following expression: Sum({Sales}. Refers to all the row attributes. "{@DATE_TIME}=200402-14 11:00:00") DATE_NO_TIME To calculate the total sales made on February 14. In the expression. Use the point-and-click interface to add keywords to the expression. Table 17-2 lists the keywords you can use: Table 17-2. 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. Keywords for Specifying the Context Argument Keyword COLUMN Type of Keyword Layout Meaning Refers to all the column attributes. Category is the column attribute and State is the row attribute. use the following expression: Sum({Sales}. Allow you to set the layout context. You must enter the at (@) symbol before the layout keywords. Use SECTION in reports with sectional report tables. Example To calculate the sum for the Sales column in a simple report table. In the expression. "@COLUMN") A report displays as a cross tabular report table. 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. Note: You cannot use layout keywords with numeric attributes. you must enter the keywords in uppercase letters. 214 Chapter 17: Adding Calculations to a Report . "{@DATE_TIME}=200402-14") Keywords Use the following types of keywords in expressions to set the value of the Context argument: ♦ ♦ Layout keywords. If you manually enter the keywords in the expression. Value keywords. Region is the section attribute and Category is the row attribute. "@SECTION") ROW Layout SECTION Layout Refers to all the section attributes. Use ROW in reports with cross tabular report tables. To calculate the sum for the Sales values for each row. Refers to the date value. "@ROW") A report displays as a sectional report table. 2004 at 11:00 am. Example To calculate the total sales made on February 14. To calculate the sum for the Sales values for each section.

Checks whether a value is NULL.Table 17-2. and so on. you can use the Context argument to perform the calculation for a row. State and Category are row attributes. ROW. or SECTION keywords. COLUMN keyword. Refers to the current calendar. Data Analyzer performs the calculation for columns only. Use this keyword in reports with time settings. the sales person attribute value is NULL. Use the following keywords to set the Context: ♦ ♦ ♦ ♦ Time attribute name. 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. Data Analyzer performs the calculation for the column. Data Analyzer performs the calculation for all values Working with Custom Aggregates 215 . 2 for the second row or column. For example. "{State}=THIS")*100 To calculate the total sales made in the current quarter. You cannot use THIS in a custom aggregate expression. Data Analyzer performs the calculation for all values of the given metric or attribute. Use 1 for the first row or column. "@ROW=2. You can specify this set of values by entering the start and end positions. If a sale was a result of a customer enquiry. you can use the following expression: Sum({Sales}.7") Note: The set of values must include values that display continuously in the report table. you can perform the calculation on a set of values. For a report with a cross tabular 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. SECTION keyword. To calculate the total sales that resulted due to customer enquires. or a time attribute used in the report. use the following expression: Sum({Sales}. To calculate what percent of sales for each row contributed to the total sales for that state. if you want the Sum function to perform the calculation on rows two through six and columns five through seven. ROW keyword. Example A report displays the sales for each state and each category. You cannot use CURRENT in a report with time settings that displays Hour by Hour granularity. The following functions belong to the Running category: ♦ ♦ ♦ ♦ ♦ MovingAvg MovingSum PercentContribution RunningAvg RunningSum For the functions in the Running category. @COLUMN=5. use the following expression: {Sales}/Sum({Sales}. If you do not pass a value for the Context argument. For a report with a tabular report table. a column. use the following expression: Sum({Sales}. Within each section. "{Sales Person}=NULL") Performing a Calculation on a Set of Values When you use the COLUMN. "{@QUARTER_NUM}=CURRENT") CURRENT Value NULL Value A report displays sales made in the current quarter by each sales person.6.

you cannot use attribute values in the Context argument. Click metrics. the custom aggregate always appears as the last cell in a column. The Custom Aggregates page appears. In the Add Calculations task area. Maximum length is 200 characters. For tabular report tables. Using Variables in the Custom Aggregate Expression When you use a function in a custom aggregate expression. to count metric values for the Sales metric by row and column. use the following expression: Count({Sales}. Tip: On the Layout and Setup page of the Create Report Wizard. including the Summary section. enter a description for the custom aggregate. functions. “$AGGREGATE_BY$”) $AGGREGATE_BY$ Layout of Custom Aggregates You can set the layout of custom aggregates in a report table. The variables work as placeholders in the expression. use the following expression: Avg($OBJECT_NAME$) In a cross tabular report table. Data 216 Chapter 17: Adding Calculations to a Report . 4. select Custom Aggregates. If you do not specify label text. For a report with a sectional report table. keywords. Optionally. and alignment of the label. you can change the way the label appears in the report table. you can use certain variables as arguments for the function. In the Name this Calculation field. and sections in a report. 5. Example To calculate the average of all metric values for all metrics in a report. the custom aggregate name displays as the label. and variables to add them to the custom metric expression. it substitutes the variable with values in the report. click Calc. -orOn the Analyze tab. 3. in the Description field. Use this variable to perform a calculation on rows. enter a name for the custom aggregate. When you set the layout of a custom aggregate. Table 17-3 lists the variables you can use in custom aggregate expressions: Table 17-3. On the Create Report Wizard. text color. The label appears in the report table. Steps for Creating a Custom Aggregate To create a custom aggregate: 1. For cross tabular report tables. Create the custom metric expression. attributes. columns. Variables Available for Custom Aggregate Expressions Variable Name $OBJECT_NAME$ Meaning Works as a placeholder for a metric or attribute name in the report. click Layout and Setup > Calculations. The Calculations tab appears. You can change the font style. Works as a placeholder for the layout context. it appears where the pointer is in the Advanced Metric Expression text box. Data Analyzer performs the calculation for all values across all sections. Use this variable to perform a calculation on more that one metric or attribute in the report. you can also specify label text for the aggregate. you can display the custom aggregate as the last cell in a column or the last cell in a row or both. When the function performs the calculation. When you use the Context argument for functions in the Running category. When you click an item. 2.across all rows and columns.

7. Data Analyzer uses the custom aggregate name as the label. Click Validate to validate the custom metric expression. make the necessary modifications. 9. the custom aggregate always displays as the last cell in a column. If the custom metric expression is invalid. specify a label for the aggregate. If you want to add a subtotal calculation for the custom aggregate. Enter a label for the subtotal calculation. see “Overview” on page 321. Data Analyzer performs the aggregate calculation for the selected metric. Set the layout for the custom aggregate. Data Analyzer also displays the number of aggregate calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. Data Analyzer adds the custom aggregate to the report. 6. keywords. Data Analyzer displays subtotals for the time periods you selected in Step 5. Click OK. Click Save.Analyzer encloses selected metrics and attributes within curly brackets ({}) and encloses variable names within dollar ($) signs. Optionally. 8. and select the attribute name for which you want to show the subtotals. select to display the custom aggregate as the last cell in a column or the last cell in a row or both. This number includes basic aggregate and custom aggregate calculations. If you do not specify a label. Working with Custom Aggregates 217 . For reports with time settings. and variables in an expression. You can also save the modified report as a new report. select Show Subtotal For. -orEnter the custom metric expression in the Aggregate Expression text box. If you used the $OBJECT_NAME$ variable in the custom aggregate expression. select metrics for the expression from the Aggregate By link. the custom aggregate displays according to the layout you selected. you can select the attribute name for the calculation. For cross tabular report tables. one metric or multiple metrics. If you are creating the expression on a numeric attribute. You can select all metrics in the report. For more information about using functions. For tabular report tables. 10. You must enclose metric and attribute names in curly brackets and enclose variable names within dollar signs. 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. In the report table. you can also select the Time Attribute option for calculating subtotals. 11.

click Calc. 5. 3. Deleting a Custom Aggregate On the Summary task area of the Calculations tab. Click OK. When you edit a custom aggregate. In the Summary task area. -orOn the Analyze tab. To delete a custom aggregate: 1. Data Analyzer deletes the custom aggregate from the report. Make the necessary changes. you can delete custom aggregates from a report. In the Summary task area. After you edit a custom aggregate. click Calc. If the custom aggregate expression is invalid. you can change any part of the custom aggregate expression. 2. Data Analyzer validates the expression and modifies the custom aggregate. make the necessary modifications. click Layout and Setup > Calculations. 6.Editing a Custom Aggregate You can edit any custom aggregate in the report. click the custom aggregate you want to edit. 218 Chapter 17: Adding Calculations to a Report . On the Create Report Wizard. click Layout and Setup > Calculations. To edit a custom aggregate: 1. click the Remove button for the custom aggregate you want to delete. You might need to update the alerts and indicators for the custom metric you update. Data Analyzer displays the Custom Aggregates page. Click Save. -orOn the Analyze tab. alerts or indicators for the metric might become invalid. Click Validate to validate the custom aggregate expression. you must save the report to save the modified custom aggregate with the report. 4. 2. On the Create Report Wizard. When you edit a custom metric. You can also save the modified report as a new report.

but does not add it to the Schema Directory. There are over 500 products listed in the report. Data Analyzer saves a custom attribute to the repository. Create a custom attribute expression when you want to perform calculations on multiple attributes or metrics in the report. 219 Creating Groups for a Custom Attribute. For more information. Create an expression. you have a report that displays the cost of each product your organization sells. Create a custom attribute group when you want to group the values for a single attribute in the report. You can create custom attributes to modify the attribute values you want to display in a report. For more information. You want to consolidate the key products based on the product type.CHAPTER 18 Adding Custom Attributes to a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. 223 Saving Custom Attributes to the Schema Directory. A custom attribute created in basic mode has a character datatype. see “Creating an Expression for a Custom Attribute” on page 221. 221 Editing a Custom Attribute. Data Analyzer creates a new attribute value in the custom attribute for each group you specify. a custom attribute is based on a single base attribute in the report. 219 Creating an Expression for a Custom Attribute. By default. 224 Overview On the Analyze tab. Use one of the following methods to create a custom attribute: ♦ ♦ Create groups. see “Creating Groups for a Custom Attribute” on page 219. You define groups of base attribute values to create a custom attribute. You can optionally save a custom attribute to the Schema Directory. A custom attribute exists in the report where you create it. you can create custom attributes for cached or on-demand reports. For example. Creating Groups for a Custom Attribute In basic mode. You can specify groups based on the data you want to see in the report. You can 219 .

Figure 18-2 shows the report where the custom attribute replaces the base attribute: Figure 18-2. If the report contains a non-numeric metric. You can add the base attribute back to the report by editing the report. 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. You cannot create filters on the Others attribute value. You can create groups of products based on product type. you can create a group. Display the report on the Analyze tab.create a custom attribute in basic mode using Product as the base attribute. Figure 18-1 shows a report with a custom attribute based on Product as the base attribute: Figure 18-1. The Custom Attribute tab appears. see “Overview” on page 73. Click Custom Attribute. 3. 2. you can replace the base attribute with the custom attribute. which includes all music-related products. click the attribute name you want to use as the base attribute. As a result. Example of Custom Attribute Replacing Base Attribute When you replace the base attribute with the custom attribute. If there are base attribute values that do not belong to any group. Data Analyzer deletes the base attribute from the report. called Music. Data Analyzer suppresses the GROUP BY clause and metric aggregation in the SQL query for the report. When you replace the base attribute with the custom attribute. For more information about filters. To create custom attribute groups: 1. For example. In the report table. you can create groups for books and movies. Similarly. If you do not want to display the base attribute in the report. 220 Chapter 18: Adding Custom Attributes to a Report . Data Analyzer cannot aggregate the non-numeric values. Data Analyzer creates the Others attribute value for these base attribute values. Data Analyzer aggregates the metric values for each group according to the aggregation method defined for the metric by the Data Analyzer system administrator.

Optionally. For example. Choose one of the following options to select values for the group: Select Attribute Values. To replace the base attribute. The Choose Attribute Values window appears. enter a description for the custom attribute. Instead of displaying both dates in the report. In the Name Custom Attribute field. 12. enter a name for the custom attribute. Click Add. To change the base attribute. For more information. 13. 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. 5. Use the IfNull function in the expression as follows: Creating an Expression for a Custom Attribute 221 . Click OK. Both wildcards characters represent one or more characters. repeat steps 7 to 9. and click OK. Select the attribute values. operators. When you create expressions. in the Description field. Data Analyzer adds the custom attribute to the report. see “Using a Global Variable” on page 91. To use a global variable as a value. and constants. You can change the alignment on the Layout and Setup page of the Create Report Wizard. Enter an attribute value for the group. 9. enter the attribute value in the text box. Tip: Use the wildcards asterisk (*) or percent (%) in the search. the custom attribute values display rightaligned in the columns in a report table. and click Search. 6. click Select Attribute Values. 11. If the base attribute is another custom attribute in the report. If the product was ordered and shipped on the same date. Creating an Expression for a Custom Attribute In advanced mode. To display all attribute values. functions. Maximum length is 200 characters. select Replace Base Attribute with Custom Attribute.4. click Show All Values. you have a report that displays the order date and ship date for customer orders. The groups display in the Groups task area. -orManually Enter a Value. For more information about changing alignment. By default. click Select Global Variable as Value. then the order date is a null value. The expression can include multiple attributes. select another attribute from the Base Attribute list. you can use Data Analyzer functions to perform calculations. In the Name Group field. To create additional groups. A custom attribute expression can perform calculations on existing attributes or metrics in the report. The name cannot contain curly brackets ({}). 10. -orSelect Global Variable as Value. To search for an attribute value. click Manually Enter a Value. metrics. 8. 7. To manually enter an attribute value. see “Setting Report Table Formats” on page 106. To select values from the list of available values. you cannot replace the base attribute. you define an expression to create a custom attribute. To change the order of how a group appears in the report table. and click OK. enter a name for the group on which the custom attribute is based. You can also use partial names in the search. click the Move Up or Move Down button for the group.

In the Name Custom Attribute field. For more information about using Data Analyzer functions to create an expression. or HTML custom attribute in advanced mode. For more information about layout-dependent metrics. you must enter the values manually. 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. you must build a valid custom attribute expression. {Ship Date}) The syntax for some functions allows you to use certain keywords. Percent Sales. you define the datatype of the attribute. timestamp. You create layout-dependent custom attributes in advanced mode only.”Other”) Steps for Creating a Custom Attribute Expression When you create a custom attribute in advanced mode. Optionally. 2004. enter a description for the custom attribute. by dividing each sales value by the total sales in a column. For reports with time settings. For example. For more information about expression syntax. The Custom Attribute tab appears. numeric. see “Overview” on page 321. to add a group that consists of Ship Date attribute values that are after October 1. enter a name for the custom attribute. you must create an expression in advanced mode.IfNull({Order Date}. the custom attribute is layout dependent. The custom attribute expression must generate a value of this datatype. DateValue("2004/10/1")). date. use the following expression: If(GreaterThan({Ship Date}. To create a custom attribute expression: 1. To create a custom attribute based on a date or timestamp attribute. Display the report on the Analyze tab. if you create a numeric custom attribute. You cannot create a CLOB custom attribute. You can create a character. to create a filter on a custom attribute defined by an expression. You cannot have a layout-dependent metric in a custom attribute expression. 3. 222 Chapter 18: Adding Custom Attributes to a Report .“October 2004”. 4. see “Setting the Context for a Function” on page 211. For example. The Custom Attribute tab appears in advanced mode. You must enter the attribute values manually. Use functions to create expressions that use date and timestamp attributes. You cannot select attribute values from a list for a custom attribute defined by an expression. For example. in the Description field. you can use the applicable time attributes as keywords. 5. Click Advanced. When you create a custom attribute with an expression. see “Overview” on page 321. 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. 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. 2. For more information about layout keywords. see “Layout-Dependent Metric Calculations” on page 197. an error message appears indicating why the custom attribute expression is invalid. If the custom attribute expression is invalid. You cannot create layout-dependent custom attributes for reports using cross tabular or sectional report tables or for reports with time settings. Maximum length is 200 characters. Click Custom Attribute.

Numeric. Select the column type of the custom attribute: Character. 8. You can change the order in which groups appear in the report table. you cannot add the base attribute back to the report by editing the custom attribute. You can edit the name. You can delete a custom attribute the same way you delete any other attribute from the report. As a result. If you switch to basic mode. the custom attribute values display rightaligned in the columns in a report table. You can add the base attribute back to the report by editing the report or by using the Add button on the Analyze tab. right-click the custom attribute name you want to edit. Click Validate to validate the custom attribute expression. You can also edit or delete groups. You can change the alignment on the Layout and Setup page of the Create Report Wizard. Data Analyzer displays the Edit Custom Attribute tab. Data Analyzer encloses selected metrics and attributes within curly brackets ({}). Create the custom attribute expression. make the necessary modifications.6. On the Analyze tab. and expression for the custom attribute. the custom attribute expression is invalid. You cannot create a CLOB custom attribute. Editing a Custom Attribute 223 . By default. Data Analyzer might display null values in the report table. You can save custom attributes to the Schema Directory. To edit a custom attribute: 1. You must enclose metric and attribute names in curly brackets. Click OK. On the shortcut menu. Data Analyzer creates an expression to represent the groups created in basic mode. Editing a Custom Attribute You can edit custom attributes from the report table. If you replaced the base attribute with the custom attribute. it appears where the pointer is in the Advanced Attribute Expression text box. click Edit Custom Attribute. Date. column type. If you do not enter valid values. Click metrics. Tip: To switch to the basic mode. Custom attribute created with an expression in advanced mode. the base attribute exists in the custom attribute expression but no longer exists in the report. You can edit the following information. you can no longer edit the custom attribute in basic mode. 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. If you edit the expression in advanced mode. depending on the method used to create the custom attribute: ♦ Custom attribute created with groups in basic mode. functions. in the report table. -orEnter the custom attribute expression in the Advanced Attribute Expression text box. attributes. you might lose the advanced custom attribute expression. Timestamp. click Basic. You can edit the name and description of the custom attribute. If you replace the base attribute with the custom attribute in basic mode and then edit the custom attribute in advanced mode. ♦ If you edit a basic custom attribute in advanced mode. and keywords to add them to the custom attribute expression. Data Analyzer adds the custom attribute to the report. 7. To create a valid expression. If the custom attribute expression is invalid. When you click an item. or HTML. Although Data Analyzer provides syntax validation. 9. you must enter valid values in the expression. description.

If you created the custom attribute in basic mode. Data Analyzer displays the Edit Custom Attribute tab in advanced mode. On the Analyze tab. you can use the attribute in other reports. Click Save. click the group name to edit the group. Data Analyzer adds the custom attribute to the selected attribute folder. If you created the custom attribute in advanced mode. 3. Data Analyzer edits the custom attribute. If the custom attribute expression is invalid. After you save a custom attribute. and then click OK. Edit the group and click Edit. Data Analyzer does not allow you to edit an advanced custom attribute in basic mode. On the shortcut menu. To edit the custom attribute. you cannot save the custom attribute to the Schema Directory. Click Select Folder.If you created the custom attribute in basic mode. edit the expression. Make the necessary changes. 2. For more information. You cannot edit the custom attribute from the Analyze tab. Select Save Attribute in Schema Directory. 5. Data Analyzer displays the Edit Custom Attribute tab. You can also save a modified report as a new report. make the necessary changes. 3. When you save a custom attribute. 2. Click the folder name. The Select Folder window appears with all available attribute folders. In basic mode. you add the custom attribute to any available attribute folder in the Schema Directory. you must edit it in the Schema Directory. If the base attribute is another custom attribute in the report. Data Analyzer displays the Edit Custom Attribute tab in advanced mode. Data Analyzer displays the group details in the Edit Group task area. Data Analyzer does not allow you to edit an advanced custom attribute in basic mode. In advanced mode. Click Validate to validate the custom attribute expression. Data Analyzer displays the Edit Custom Attribute tab in basic mode. in the report table. If you created the custom attribute in advanced mode. 4. click Edit Custom Attribute. Saving Custom Attributes to the Schema Directory You can save a custom attribute to the Schema Directory. right-click the custom attribute name you want to save to the Schema Directory. To save a custom attribute to the Schema Directory: 1. 6. Click OK. If a custom attribute expression includes a metric or a keyword in the Context argument of a function. Data Analyzer displays the Edit Custom Attribute tab in basic mode. see “Saving an Existing Report as a New Report” on page 168. you cannot save the custom attribute to the Schema Directory unless the base attribute is also saved to the Schema Directory. 224 Chapter 18: Adding Custom Attributes to a Report .

Data Analyzer can display interactive report charts so you can drill down. 228 Working with Report Charts on the Create Report Wizard. A chart indicator displays the report data in chart format on dashboards. you need to enable interactive charts. 239 Displaying Geographic Charts.CHAPTER 19 Working with Report Charts This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. Data Analyzer displays the Y axis labels on the alternate sides of the chart. You can display multiple charts for a report. Displays three bar charts. 232 Working with a Report Chart on the Analyze Tab. 3Y bar. 236 Customizing the Display of a Report Chart. 246 Troubleshooting. Types of Report Charts You can create the following types of charts for reports: ♦ 2Y bar. A report chart is different than a chart indicator. 225 Displaying Data in a Report Chart. and select sections of the chart. Displays two bar charts. You can also view details about each section of a chart by pointing the pointer on the chart. 247 Overview You can create charts for a report when you create the report or when you edit a saved 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. each with its own Y axis. Both bar charts share the same X axis. To view report charts as interactive charts. For better readability. A horizontal line separates the two bar charts. Use a 2Y bar to compare values of two metrics or attributes. zoom. Similar to the 2Y bar chart. A report chart displays the report data as a chart on the Analyze tab or View tab. 243 Modifying Report Chart Colors. ♦ 225 . 225 Types of Report Charts.

5Y bar. Standard bar.♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ 4Y bar. For example. where each pie represents the metric values for each of the report metrics. Geographic. Horizontal waterfall. Pareto. you can use a pareto chart to show the top 80 percent of product sales by specifying 80 percent as the percentage threshold. Displays data as lines with the area beneath the lines filled in. Use a 2Y line chart to compare values of two series of data. The two Y axes may have different scales. Provides a map representation for attributes that represent geographical regions. Combo. Displays data as pies. the combination chart is equivalent to a stacked bar chart. Displays data as vertical rectangular bars stacked on each other. Scatter. Stacked bar combo. Line Bar Combo. You can specify the chart type for each series. Use a standard waterfall chart to show a trend in metric values along an attribute. Horizontal bar. A combo chart displays all series in the report. Data Analyzer displays the next incremental values as bars. you can create a standard waterfall chart to show the increase in product sales over the last four quarters. ♦ ♦ ♦ ♦ ♦ ♦ ♦ Pie. The second value (sales for the first two ♦ ♦ ♦ ♦ 226 Chapter 19: Working with Report Charts . When you update the report. Data groups that are greater than the percent threshold display in a bar called Other. A stacked area chart can plot two or more data points. Displays data as vertical rectangular bars. An area chart can plot two or more data points. Similar to the standard waterfall chart. You can display a geographic chart for a report with one attribute and a tabular report table. 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. Standard waterfall. If the report consists of a single series of data. A scatter chart can plot two or more data points. The two Y axes may have different scales. Data Analyzer updates the chart with the new values. The two Y axes may have different scales. Stacked bar. the combination chart is equivalent to a bar chart. Displays data as lines stacked on each other. Horizontal stacked bar. both X and Y axes represent metric values. If the report consists of a single metric. each with its own Y axis. where each area represents a series of values. Displays data as a combination of stacked bar and line charts. For example. standard bar. The first two series display with their own Y axis. Displays data as filled-in lines stacked on each other. where each stack represents a series of values. Use a pareto chart to show the cumulative percentage of a metric along an attribute. Area. where the positions of the X and Y axes are reversed. and area charts. Standard line. Multi-pie. Displays percentage data values as proportionally-sized slices of a pie. Displays data as two lines. Plots data as cumulative percentage to display the importance of differences between groups. Stacked line. Data Analyzer displays the first three series of data in the report. Displays five bar charts. Stacked area. Displays four bar charts. Data Analyzer displays the first series in the report as a bar chart and the second series as a line chart. where each value is the sum of the previous value and the current value. where each stack represents a series of values. Both series share the same X axis. Similar to the 2Y bar chart. Displays data as points. Both series share the same X axis. Displays data as lines. Similar to the 2Y bar chart. Displays the first two series in the report as a bar chart and a line chart. The first two series of data in the report display as a stacked bar chart and the third series display as a line chart. where each bubble represents three metric values. In a scatter chart. where each point represents two metric values. 2Y line. Displays data as horizontal rectangular bars stacked on each other. Bubble. Displays cumulative values as horizontal bars. Displays data as horizontal rectangular bars. each with its own Y axis. where each line represents the metric values for each of the report metrics. Plots metrics as bubbles on the chart. stacked bar. Displays data as a combination of line. The standard waterfall chart resembles a staircase. Both lines share the same X axis. Displays data as cumulative metric values. The first value (sales for the first quarter) displays as the first bar in the chart.

and discount offered on the various products your organization sells. The first metric value determines the x-axis position of the bubble. and discount of the various products compare against each other. Combo Charts In a combo chart. Data Analyzer uses the first series of the first three groups in the report to plot the bubble chart. Data Analyzer plots all series as line charts. You want to find out how the cost. 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. Example of a Bubble Chart Tip: To display meaningful results in the bubble chart. Use the bubble chart in a report when you want to compare the metric values against each other. plot the chart along table rows. and so on. Figure 19-1 shows an example of a bubble chart: Figure 19-1. The third value (sales for the first three quarters) displays as the next incremental bar.quarters) displays the incremental value as a bar. You can choose the following chart type for each series: ♦ ♦ Standard line Standard bar Types of Report Charts 227 . price. you can select any three metrics to plot the bubble chart. you have a report that shows the cost. the second metric value determines the y-axis position of the bubble. and the discount offered for each product to determine the size of the bubble. You can create bubble charts for reports with tabular and sectional report tables. By default. If you do not select any metrics. Bubble Charts Each bubble in a bubble chart represents three metric values in the first series of the first three groups. similar to the next step in a staircase. and the third metric value determines the size of the bubble. Each bubble appears in a different color or pattern. For example. 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. If the report contains more than three metrics. price.

228 Chapter 19: Working with Report Charts . or combo chart. you need at least three groups of data to display bubble and waterfall charts. Depending on the chart type. Data Analyzer displays labels for series on the chart legend. If you add additional metrics to the report. Displaying Data in a Report Chart When you display data in a bar. You need at least one group and one series to plot a pareto 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. For example. If you change the order in which metrics display in the report. choose the chart type for each series in the Format Series section on the chart options toolbar. adding additional metrics to the report does not effect the chart. Each group contains a series of data. Data items for each group. Except for pie and multi-pie charts. Data Analyzer displays each data series in a unique color. line. When you display a combo chart. groups display on the x-axis. the chart contains the following components: ♦ ♦ Groups. Data Analyzer might not display every other or every third label. When you add a chart. If you do not choose to display all metrics in a chart. series display on the y-axis. you can choose to display all metrics in the report in a chart. For example. Categories that Data Analyzer uses to organize data in a chart. Figure 19-2 shows the chart options toolbar for a combo chart: Figure 19-2. on a standard bar chart. When you display a chart. Series. Data Analyzer does not display labels that might have overlapped in the report chart. Chart Options Toolbar for Combo Charts Choose a chart type for each series in the combo chart. you might need to change the chart type for each series. on a standard bar chart.♦ ♦ Stacked bar Area You cannot create a stacked bar chart and a standard bar chart in the same combo chart. you may need more groups or series of data. You can set the size of the report chart. For example. Data Analyzer plots the additional metrics in the chart. Data Analyzer displays an error message if you do not have enough groups or series of data in the table. For example.

In this example. Displaying Data in a Report Chart 229 . Dollar Cost and Dollar Sales. if you display the chart along table columns. you have a metric by row report that shows cost and sales figures for all the product brands for your organization. Figure 19-4 shows a report chart along table rows: Figure 19-4. Sample Report Data The report contains two column metrics. The chart contains eight groups. the chart treats each row as a series. and one attribute. Example of a Bar Chart Plotted Along Table Rows For the same report. Dollar Cost and Dollar Sales. the chart treats each column as a series. All bars for a column display in the same color. in the same color. the chart displays the brand in the two groups. For example. one for each brand. Data Analyzer plots each column in the table as a series on the chart. Draw series along table columns.Methods for Plotting Charts You can plot the chart in the following methods: ♦ ♦ Draw series along table rows. and each series in the same color. Brand. Figure 19-3 shows sample report data: Figure 19-3. If you display a standard bar chart for this report along table rows. Data Analyzer plots each row in the table as a series on the chart.

Data Analyzer displays the same calculated values in the report charts as in the report table. Basic metric calculations include percentage. Data Analyzer recalculates the values for the layout-dependent metric calculation. and running total calculations. If you create a table or chart indicator.000 250. There are four regions. Note: You can plot a bubble chart or geographic chart along table rows only. North. the values in the table or chart indicator might not be the same as those in the report table and report chart. that display in the report table. the chart displays all metric values in the same color. 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. The Regional % Calculation is a layout-dependent metric.000 Regional % Contribution 10% 25% 25% 40% 230 Chapter 19: Working with Report Charts . Plot the chart along table rows or display metrics as columns in the report table. Data Analyzer does not recalculate values for the layout-dependent metric.000 400. running average. When you have a layout-dependent metric calculation in a report table. As a result. Displaying Calculations in a Chart You can display the following types of calculation in a chart: ♦ ♦ Basic metric. East. in the chart. For example.Figure 19-5 shows a chart along table columns: Figure 19-5.000 250. since it displays the % contribution for each metric value in the Sales column. You add the Regional % Contribution metric calculation to the report. you have a report that displays the Sales metric and the Region attribute. Custom metric. The following is an example of the data in the report table: Region North South East West Sales 100. If you create a chart using some of the attribute values. Data Analyzer does not display legends in the chart. If there are more than one metric in the report. South. Custom metrics include mathematical expressions that involve other metrics or custom metrics in the report. and West.

Displaying Data in a Report Chart 231 . you select currency format for the Dollar Cost metric and numeric format for the Customer Count metric. you can also select an axis that you want to display according to the format for the metric. Note: You cannot display basic or custom aggregate calculations in a chart. or you can display a metric with the Thousand scale. you can select the left Y axes to display the currency format and the right Y axes to display the numeric format. you have a report with Dollar Cost and Customer Count metrics. When you create a 2Y line chart for this 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 example.57% and 71. You can select different axes for metrics using the Select Metrics chart option. you can display a metric in the currency format. These formats determine how the metric appears in the report table.If you create a chart for the North and South region. Displaying Metric Formats in a Chart When you select a metric for a chart. the indicator displays the Regional % Contribution as 28.43%. For example. Data Analyzer does not display the grid lines on the line chart. respectively. Displaying Statistics in a Line Chart If you add a line chart to a report. the chart displays the Regional % Contribution as 10% and 25% respectively. you can format the different axes according to different metric formats. If you create a table or chart indicator for the North and South region. In the report chart. In the report. Data Analyzer displays the calculations in the chart tool bar in the list of metrics in the report. You select formats for metrics on the Formatting tab. For ease of viewing the statistic values.

you can add a chart to the report. Working with Report Charts on the Create Report Wizard On the Create Report Wizard. for example a 2Y bar or a 2Y line chart. by default. you can specify the type and size of a chart.Figure 19-6 shows an example of different metric formats in a report chart: Figure 19-6. When you add a chart to a report with a sectional report table. make sure you select a chart type that displays multiple axes. You can also add a chart only for the first section in the report. Click Create > Report > Layout and Setup > Charting. Data Analyzer creates a chart for every section in the report. Data Analyzer resizes any text in the chart and uses a default font for the text. modify. To add a report chart on the Create Report Wizard: 1. You can also modify or delete a chart on the Create Report Wizard. The Charting tab appears. or delete a report chart from the Analyze tab when you run the report. 2. Chapter 19: Working with Report Charts . 232 Click Add New. Adding a Report Chart on the Create Report Wizard When you add a report chart. Example of Different Metric Formats in a Report Chart To display different axes formats in the chart. You can also add. when you create or edit the report.

Title of the chart. Data Analyzer allows you to create charts with two Y axes. Enter the pixel value for width. . If you created a highlighting rule for the report. Show More Chart Options Button 3. If you want the chart to plot multiple data series on two different Y axes. To hide the colored dots for highlighting in the chart. Range of values for each axis. If you want the chart to plot multiple data series on two different Y axes. Maximum length is 40 characters. 5. To display additional chart options. Draw Series Along Draw Series Along Table Table Rows Button Columns Button To display the chart based on row or column data. you can specify the minimum and maximum for the two Y axes. click Draw Series Along Table Rows or Draw Series Along Table Columns. . click Hide Chart. . Data Analyzer displays colored dots next to each highlighted value in the chart. Range Working with Report Charts on the Create Report Wizard 233 . To hide the report chart on the Analyze tab or View tab.Y-1. Height of the chart. Data Analyzer displays the report chart on the Analyze tab or View tab when you add a chart to the report. Table 19-1 describes the additional chart option properties you can configure: Table 19-1. Maximum width is 1024 pixels. Choose Auto if you want Data Analyzer to determine the range for each axis. The title of the left Y axis.Y-2. Data Analyzer allows you to create charts with two Y axes. 6. click Hide Metadata. Minimum width is 100 pixels. Enter the pixel value for height. Default is 450 pixels. 4. The title of the X axis.X. click Show More Chart Options. Report Chart Options Property Type Width Height Title Description Type of the chart. Default is 800 pixels. You can specify the following titles: . By default. you can specify the title for the two Y axes. Data Analyzer displays the Hide Metadata button if you set the Interactive Charts option to On. This title displays on the top center of the chart space. Maximum height is 1024 pixels. Minimum height is 100 pixels. The main title of the chart. Width of the chart. The title of the right Y axis. Default is Standard Bar. Enter the properties for the additional chart options.Main.The chart options toolbar appears. 7.

Dotted lines. Data Analyzer combines pie slices smaller than the percentage you specify.Select Y-1 to format the left Y axis according to the metric format. .Select Show Point Markers if you want to display data points in the line chart. you can specify a Gridline Density value for the two Y axes.Select Combine Slices if you want Data Analyzer to combine small pie slices in the chart. .Stacked bar chart .Select Labels Without Lines if you want Data Analyzer to display a label for the value of each pie slice. legends display in the chart. Select a Major value for each axis. Available only for the following chart types: . If you select this option. You can also add certain statistics in the chart. You can display a threshold line as a reference line in a line chart. By default. 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. Select the metrics to display in the chart. You can display the following types of line: . .If you select Custom Threshold Line.Select No Labels if you do not want Data Analyzer to display a label for the value of each pie slice.No lines.” Display setting for series label name. The combined pie slice is called “Other. left.Standard line chart .Select None to not use any metric formats. Data Analyzer displays a smooth line without dots for data points. When you select a metric. Default is right. Choose the placement of the legend relative to the chart. Legend settings for the chart. Default is all metrics. Select Metrics Legend Settings Pie Chart Options Show Values For Line Chart Options 234 Chapter 19: Working with Report Charts . .Stacked horizontal bar chart .Table 19-1. Select a Minor value for each axis. 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. Select Do Not Display Unused Items if you select Do Not Display under the Null Handling options. Data Analyzer allows you to create charts with two Y axes. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. . Clear Auto and set all axis values to None. Data Analyzer does not display legends for null values in the chart. Choose Auto if you want Data Analyzer to display dotted grid lines and use a Gridline Density value of five.Standard bar char . .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. . .If you select Custom Threshold Line.Select X to format the X axis according to the metric format. . Metrics for the chart.Solid lines. specify the label for the threshold line. bottom.Select Y-2 to format the right Y axis according to the metric format. or right. . .Horizontal bar chart . Report Chart Options Property Gridline Density Description Density value for dotted or solid grid lines for the chart. .Select Custom Threshold Line if you want Data Analyzer to display a threshold line on the line chart. specify the value of the threshold line. you can also select the axis that you want to format according to the metric. If you want the chart to include grid lines for two different Y axes. Display settings for pie and multi-pie charts: .Combo chart Display settings for standard line charts. . You can select from top. .

To save the report. From the Select a Chart list. To save the changes you made to the report chart.Table 19-1. click Analyze. Modifying a Report Chart on the Create Report Wizard On the Charting tab. To modify a report chart on the Create Report Wizard: 1. After you add charts to a report. Select a Chart List 2. By default. select the chart type. see Table 19-1 on page 233. 9. Modify the chart. click Go. For more information about the chart options. Default threshold percentage is 80 percent. 3. Data Analyzer displays each group along the x-axis and the first series along the y-axis up to the percentage threshold you specify. Data Analyzer does not display null values in the chart. Data Analyzer displays additional chart options. click View. The Charting tab appears. To display additional chart options. 11. and click Add New.Select Do not Display if you want to hide null values in the chart. Specify the threshold percentage for pareto charts. . select the chart you want to modify. To save the changes you made to the report chart. To add another chart to the report.Select Display as Zero if you want to display a null value in the report table as a zero in the chart. Null Handling 8. 10. click Save. Click Create > Report > Layout and Setup > Charting. Data Analyzer displays the number of charts on the Create Report Wizard. To view the chart on the View tab. Display settings for null values: . To view the chart on the Analyze tab. click Go. 4. 5. click Show More Chart Options. Report Chart Options Property Pareto Chart Options Description Display setting for pareto charts. Number of charts in report. Working with Report Charts on the Create Report Wizard 235 . you can modify a chart that you previously added to the report.

The report appears on the Analyze tab. To delete a report chart on the Create Report Wizard: 1. Deleting a Report Chart on the Create Report Wizard On the Charting tab. When you add a chart. 3. click Save. Click Charts. You can also add a chart on the Create Report Wizard when you create or edit the report. To save the report. Data Analyzer deletes the chart from the report. you can modify or delete the chart on the Create Report Wizard. when you run a report. The Charting tab appears. To save the report. The Charts tab appears. 3. On the Analyze tab. you can choose to hide it on the Analyze tab and View tab. From the Select a Chart list. click Analyze. 4. you can delete a chart that you previously added to the report. Click Delete. Open the report you want to display as a chart. 236 Chapter 19: Working with Report Charts . click View. 2. you can also modify or delete a report chart. If you chose to hide the report chart on the Analyze tab and View tab. To view the chart on the Analyze tab. Adding a Report Chart on the Analyze Tab To add a report chart on the Analyze tab: 1. To view the chart on the View tab. 4. select the metrics in the section. 7. you can add a report chart. Working with a Report Chart on the Analyze Tab On the Analyze tab. To display the chart for a single section in a sectional report table.6. Click More Options to display additional chart options. 2. select the chart you want to delete. Click Create > Report > Layout and Setup > Charting. click Save.

Select the display position of the chart. Data Analyzer plots the chart for the first section. to the right. select the metrics you want to plot. For reports with sectional report tables. or to the left of the table. If you selected a section in step 2. Options for sectional reports 5. 7. click Open Chart Options. 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 . 6. the Charts tab displays chart options for sectional report tables. You can choose to display the chart above. click the chart type you want to display if you want to plot all metrics in the report table. The chart options toolbar appears. The report chart appears on the Analyze tab. Open Chart Options Button 8. choose to add a chart for every section of the report or a single section of the report. below. On the Charts tab.If the report includes sections. -orIn the report table. If you did not select a section in step 2. Data Analyzer plots the chart for the selected section. To show the chart options toolbar. Click the chart type you want to display.

Click Go to see the changes you made in the chart. To display the chart based on row or column data. 238 Chapter 19: Working with Report Charts . To show the chart options toolbar. 6. Data Analyzer displays additional chart options. 15. To add another chart to the report. To delete a report chart on the Analyze tab: 1. Data Analyzer displays additional chart options. Open the report you want to display as a chart. To save the changes you made to the report chart. The report appears on the Analyze tab. click Save. 14. 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. 3. The chart options toolbar appears. 2. 3. You can also view the chart on the View tab. you can delete a chart you previously added to the report. click Hide Chart. 13. click Draw Series Along Table Rows or Draw Series Along Table Columns. 11. click Go. 4. click Open Chart Options. To show the chart options toolbar. To display additional chart options. Modify the chart. click Hide Metadata. By default. To hide the report chart on the Analyze tab or View tab. Locate the chart you want to modify. To modify a report chart on the Analyze tab: 1. Modifying a Report Chart on the Analyze Tab On the Analyze tab. To view the chart on the View tab. Locate the chart you want to modify. 7. click View. click Show More Chart Options. 2. click Show More Chart Options. 10. click the chart type you want in the Charts tab. For more information about the chart options. Select the chart options. you can modify a chart you previously added to the report. Data Analyzer displays the report chart on the Analyze tab or View tab when you add a chart to the report. The report appears on the Analyze tab. Open the report you want to display as a chart. If you created a highlighting rule for the report. To hide the colored dots for highlighting in the chart. 12. A new chart appears on the Analyze tab. see Table 19-1 on page 233. To display additional chart options. see Table 19-1 on page 233. For more information about the chart options. click Open Chart Options. To save the report. 5. Deleting a Report Chart on the Analyze Tab On the Analyze tab.9.

The system administrator can change the default number of data points for report charts by editing the Chart. when you select a metric column. line. Customizing the Display of a Report Chart 239 .properties. if the cross tabular report table include two column attributes and if you select two different metrics from two different column attributes. or pie chart to see more details about the report data. You must have enough groups or series in the table to display a chart. you can select a section of a report in a chart to plot.4. You need at least one group and one series to plot a pareto chart. Data Analyzer does not display legends in the chart. You must have enough groups or series in the table to display a chart. On the Analyze tab. you select the type of chart to display with the report. you can choose to add a chart only for the report section you select. Data Analyzer deletes the chart from the report.MaxDataPoints property in DataAnalyzer. Data Analyzer might display the following error message: Chart exceeds specified size. By default. For example. Depending on the chart type. you can display all or any of the report metrics. You might want to change the chart type if you modify the report data on the Analyze tab. You can calculate the number of data points in a report by multiplying the number of rows by the number of columns. You can drill into any type of bar. On the Analyze tab. Data Analyzer does not display a chart for the summary section. Click Remove Chart. The chart displays four sets of metric values. To save the report. Data Analyzer creates the chart for every section in the report. click Save. Please either increase the size of the chart or select a smaller number of values and try again. Data Analyzer saves the new chart with the report. 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. report charts display up to 1000 data points. Select fewer series and plot the multi-pie chart again. Displaying Charts for Sectional Report Tables On the Create Report Wizard. 5. Data Analyzer plots the selected metric values on the chart. 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. Displaying Charts for Cross Tabular Report Tables In a cross tabular report table. Data Analyzer plots both metrics for each of the column attribute. If the report table includes column attributes only and if you plot the chart along table rows. By default. You can select metrics or metric values that you want to plot. when you add a chart to a sectional report. Data Analyzer plots all selected metrics for each of the column attribute. the chart displays all metrics in the report. Data Analyzer displays an error message if you do not select the right number of data groups for a chart type. you may need more groups or series of data. You can display the chart based on either row data or column data. You can change the chart type on the Analyze tab. If the cross tabular report table include multiple column attributes and if you select different metrics from different column attributes. When you change the chart type. Customizing the Display of a Report Chart When you create a report.

Data Analyzer displays an icon for the report chart. When you create a chart for every section of the report. Figure 19-7 shows the chart options for a sectional report table: Figure 19-7. Data Analyzer does not print or export any charts. changes you make to the chart do not apply to other charts in the report. If you create a chart for every section of the report. you can select the type of chart you want to add for the sectional report. If you display the Summary section of the report only. Chart Options for a Sectional Report Table Click More Options to select the type of chart for the sectional report table. When you create a chart only for the report section you selected. Data Analyzer displays a different icon if you create a chart only for the report section you selected. changes you make to one chart apply to all charts for the other report sections. Click More Options to choose to add a chart for every section or only the report section you select. Choose where you want the charts to appear in the report. Data Analyzer removes the corresponding chart from the Analyze tab. When you print the report or export the report to a PDF or HTML document. Icon for charts you create for every section of the report.On the Analyze tab. 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 prints or exports charts for the sections that display on the Analyze tab. You can also specify where the chart appears. 240 Chapter 19: Working with Report Charts .

Density value for dotted horizontal grid lines for the left Y axis. Table 19-2 explains the chart options you use to configure the grid lines for a report chart: Table 19-2. Data Analyzer displays dotted grid lines and uses a Gridline Density value of five for each chart. Density value for solid vertical grid lines for the X axis. Density value for solid horizontal grid lines for the right Y axis. Data Analyzer displays both dotted and solid grid lines for the axis. Use for horizontal chart types such as horizontal bar. You can configure the Gridline Density value and whether the grid lines display as dotted or solid lines. If the grid lines overlap. Y-1 Minor. Use for horizontal chart types such as horizontal bar. 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. 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. Gridline Density Options Option Auto Description Select Auto if you want Data Analyzer to use 5 as the default value for X Minor. 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. Clear Auto and set all axis values to None to display no grid lines in the chart. Density value for dotted horizontal grid lines for the right Y axis.Configuring the Grid Lines for a Report Chart You can customize the grid lines that display for charts such as line. Density value for solid horizontal grid lines for the left Y axis.000 By default. bar.000 for a standard bar chart: Grid lines at intervals of 5. the following figure displays dotted horizontal grid lines at intervals of 5. For example. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. or bubble charts. or Y-2 Minor. Data Analyzer performs the following calculations on these values: 1. depending on the chart type. only the solid lines display. Density value for dotted vertical grid lines for the X axis. Customizing the Display of a Report Chart 241 . 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.

divide UpperRange by the final Interval value.000. Interval = UpperRange/Density 3.29 Y-1 Minor = 10 UpperRange = 41. for a total of eight grid lines (41. Divides Interval by 10 until Interval is equal to one digit.000 MaxMetric = 38. 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. and record the number of times Interval is divided by 10.189.897. divide UpperRange by the final Interval value.000 = 20). To determine the total number of grid lines. truncates the decimal values. MaxMetric = 38.12/5.71 divided by 10 three times. For information about how to install fonts on your machine.088.000. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer.12/2.379.088. Subtracts Interval by one until Interval equals 1. or 5.897. for a total of 20 grid lines (41. Multiply Interval by 10 n times. you create a report chart that has a maximum metric value of 38. Data Analyzer displays grid lines at intervals of 2.189. you might need to complete the following tasks to display text correctly in a report chart: ♦ Install the correct fonts for your language. 5. Multiplies Interval by 10 n times.properties to include the correct fonts.71 Interval = 4 (4. 2.) Interval = 2 Interval = 2*10*10*10 = 2.12 Interval = 4. 4. Calculating the Number of Grid Lines Calculations 1. If you do not select the Interactive Charts option. To determine the total number of grid lines.) Interval = 5 Interval = 5*10*10*10 = 5. and records the number of times Interval is divided by 10. ♦ Edit the Chart. For example.897.000 = 8).12 Interval = 8. 4. where n is the number of times Interval was divided by 10 in step 3.897. where n is the number of times Interval was divided by 10 in step 3.Fontname property in DataAnalyzer.29 Y-1 Minor = 5 UpperRange = 41.29. 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. 5. 242 Chapter 19: Working with Report Charts . Subtract Interval by one until Interval equals 1. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese. see the documentation for your operating system.000 Data Analyzer displays grid lines at intervals of 5. 2. you must install the fonts on the machine that hosts Data Analyzer. UpperRange = MaxMetric + MaxMetric/10 2.088. 3. Data Analyzer displays grid lines at this interval. − − If you select the Interactive Charts option to view charts. truncate the decimal values. or 5.379.2.42 Interval = 8 (8. Divide Interval by 10 until Interval is equal to one digit.42 divided by 10 three times.

The State attribute values are abbreviated state names such as AZ.properties file for the XML file associated with the attribute. and Canada. to associate the usa. You can move the pointer over a section of the map to view the metric values for a specific attribute value. edit the SHAPE element for California and associate it with the attribute value CA. The attribute value corresponds to a shape in the map. To view the metric and attribute values by moving the pointer over a region of the map. and MA. you can make copies of the XML file and modify each one for the attribute you want to associate with it. create a copy of the XML file and associate it with that attribute. you do not need to modify the SHAPE elements in the XML file. When you display a geographic chart for a report with one attribute that uses the State attribute. Each section of the map can represent an attribute value. you must edit the SHAPES element in the XML file to associate it with the State attribute name. CA. If you want to associate a map XML file with more than one attribute. If the value of the State attribute is the full name of each state. California. edit each SHAPE element in the XML file that you want to associate with an attribute value. To show this report as a map of the USA and show the customer count for each state in the map. For example.xml file with the State attribute and the Region attribute. leaving the usa. you can hold the pointer over the state of California on the map and see the attribute value. Modify the elements of the usa_state. such as Arizona.xml to correspond with the Region attribute and its values. You cannot drill into a geographic chart. A geographic chart displays a map. Associating a Map with More than One Attribute To display a report with one attribute as a geographic chart. For example. the attribute must have an associated map XML file.xml to correspond with the State attribute and its values. Data Analyzer looks in the directory specified in the DataAnalyzer. the values associated with the SHAPE elements of the states in the USA map are the full names of the states. If you want to display a geographic chart for another report that uses a different attribute. you can associate the USA map with the State attribute in a report. Once you associate an XML file with the attribute. The SHAPES element in the XML file corresponds to the whole map. you need to associate a map XML file to an attribute in the report: ♦ ♦ The attribute name corresponds to the whole map. The PowerCenter installer installs XML files for the maps of the United States of America.xml. To use a map as a geographic chart. Displaying Geographic Charts 243 .Displaying Geographic Charts You can display geographic charts for a report with one attribute and a tabular report table. United Kingdom. Modify the elements of the usa_region. For example. you must enable interactive charts and indicators. For example. By default. For example. you can display a geographic chart for any single-attribute report that uses the attribute. For example. Then. you can make two copies of the map and name them usa_state. you can associate a shape in the USA map with a value of the State attribute in a report.xml file as a backup file. and the customer count for California. Each map consists of several shapes. Using Maps as Charts Data Analyzer provides XML files that contain the definitions for the maps used in Data Analyzer.xml and usa_region. CA. Each SHAPE element in the XML file corresponds to an area in the map. you have a report with a Customer Count metric and a State attribute. the USA map consists of shapes that represent the states in the USA. and Massachusetts.

Step 1. The PowerCenter installer installs the following map files: ♦ ♦ ♦ ♦ canada. USA_No_Alaska. add the complete name of the attribute: <ATTRIBUTE name="Store. View the rest of the XML file.Steps to Display Geographic Charts for a Report To display geographic charts for a report. you can copy the XML files and save them to a different directory. Locate the map file in the following directory: <PCAEInstallationDirectory>/DataAnalyzer/maps/ 2. you must edit the SHAPE elements in the XML file to associate each shape to an attribute value. you do not need to update DataAnalyzer. Or.xml.xml. In the XML file for the map you want to use.State"/> 3. Data Analyzer provides several maps. 3. If you save the XML files to a different directory. You must set the name of the ATTRIBUTE element to the name of the attribute in the report. Save the XML file. 244 Chapter 19: Working with Report Charts . 2.xml. Create a report with one attribute that contains the attribute you associated with the XML file. 4. complete the following steps: 1. If you edit and save the map XML files in the default directory. To edit the map XML file: 1. Locate and Edit the Map Before you modify the XML file for the map you want to use. 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. Map of the USA. usa. Associate the Map with an Attribute The SHAPE element contains the ATTRIBUTE element. Display the geographic chart. you need to modify DataAnalyzer.xml. Use the map appropriate for the report you want to use.properties to specify the directory where you saved the XML file. uk. locate the following line within the SHAPES element: <ATTRIBUTE name=""/> 2.properties. You can open and edit the XML file in the default /maps directory. to associate the map with the attribute called State from the Store dimension table. back up the file. Add the complete system name of the attribute you want to associate with the map file. To associate the XML file with an attribute: 1. For example. Locate and edit the map XML file. 3. You must edit the SHAPES element in the XML file to associate it with an attribute. Use a text editor to open the XML file for the map you want to use. 4. Associate the map with an attribute. Map of Canada. excluding Alaska. Data Analyzer prefixes the attribute name with the table name. Map of the USA. Step 2. Map of the UK. See the Schema Directory for the complete system name of the attribute.

2.00234603881836"> <ATTRIBUTE value="California"/> Set the attribute value for the shape to CA: <SHAPE name="California" xmin="-124. locate the following element: <SHAPE name=”California" xmin="-124. you must modify the SHAPE elements. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. To view the geographic chart for the attribute. Displaying Geographic Charts 245 . Restart Data Analyzer. Save the XML file. Step 3. To associate each shape in the XML file to an attribute value: 1. In the XML file for the map you want to use. Display a Geographic Chart If you create a report with one attribute associated with a map XML file. to associate the shape named California in the usa. Display a Geographic Chart” on page 245.xml map with the attribute value CA. 5. click Charts on the Analyze tab.If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file. Restart Data Analyzer and then go to “Step 4. Note: Attribute values are case sensitive. Continue with the next step. Modify the SHAPE element for each area you want to show data on the report.39147186279297" ymin="32. Step 4. Set the attribute value for the shape to a value in the attribute associated with the map. Value must match a value of the attribute associated with this map. you may need to associate each shape in the XML file with an attribute value. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute. You need to modify the SHAPE elements only for the areas you want to show data in the report.53572463989258" xmax="-114. Data Analyzer displays a link for the XML file when you display the report on the Analyze tab. 3. 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. locate the line with the following text: <SHAPE name=” The name of the SHAPE element is the name of the area in the map. you do not need to modify the SHAPE elements. Each map has a number of shapes for specific areas in the map. If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file.12445068359375" ymax="42. and then click the XML file name. For example. 6. Name identifies area in the map.53572463989258" xmax="-114.39147186279297" ymin="32.12445068359375 ymax="42.00234603881836"> <ATTRIBUTE value="CA"/> 4.

locate ias_default_chart_colors. you must specify the new directory for the XML files in DataAnalyzer. You can also add new colors to ias_default_chart_colors. Data Analyzer displays the series in the color you specify. To access the files in the Data Analyzer EAR file. When you add a new color to the file. When Data Analyzer displays a chart with one attribute.properties. Data Analyzer displays chart series using colors in the order they appear in ias_default_chart_colors. Hold the pointer over a shape in the chart to view the metric values for a specific attribute value.xml.properties. You can also choose the new color when you define the chart color attribute property in the dimension table.properties.xml. Shapes that do not have an associated attribute value display in gray.xml or add new colors to 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. The ias_default_chart_colors.xml. Modifying Report Chart Colors By default. The colors for series in the chart display in the order the colors appear in ias_default_chart_colors.Directory property in DataAnalyzer. Modifying the Default Chart Colors By default. To modify the default chart colors: 1.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.properties to Set the Map Directory If you store the map XML files in a different directory. You can assign a chart color to an attribute value in the attribute properties of the dimension table.xml file is stored in the Data Analyzer EAR file. 246 Chapter 19: Working with Report Charts .xml before you modify it. use the EAR Repackager utility provided with Data Analyzer. Data Analyzer plots each row in the table as a series on the chart. In the directory where you extracted the Data Analyzer EAR file. Data Analyzer plots each row in the table as a series on the chart indicator.You do not need to associate an attribute value for every shape in the map. Keep the map XML files in a directory on the machine where Data Analyzer is installed. Back up ias_default_chart_colors. You can modify chart colors by performing the following tasks: ♦ ♦ Modify the default chart colors by editing ias_default_chart_colors.xml.xml file for report charts. Data Analyzer uses colors in the ias_default_chart_colors. You can specify the new directory for the XML files by editing the Maps. You can change the order of colors in ias_default_chart_colors. Editing DataAnalyzer. When you create a chart indicator based on a geographic chart. All map XML files must reside in the directory specified in DataAnalyzer. Open the file with a text editor. Change the value of the Maps.xml in the following folder: /custom/properties 2. Assign a color to an attribute value in the attribute properties. Data Analyzer uses the new color in the order it appears in the file. You can change the order of colors in ias_default_chart_colors.xml to change the default color of chart series. Note: When you display a geographic chart.

xml. Data Analyzer displays the series in the color you specify. If you want to add a new color. If you want to change the order the colors appear in ias_default_chart_colors. when you edit any other report chart option. use one of the following workarounds: ♦ ♦ Edit the report chart options on the Create Report Wizard. Restart Data Analyzer. If the series name does not match the attribute value name. 5. Data Analyzer does not update the report chart with the changes. 6. Data Analyzer does not display the updated value in the chart. by default. Disable the browser cache for Mozilla Firefox. #3399CC is the first color. cut the lines containing the color you want to change and paste it in the order you want. You cannot assign the same color to more than one attribute value in the dimension table. Data Analyzer continues to display the cached values. However. add the following lines to ias_default_chart_colors. 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. Data Analyzer displays the series in default colors in ias_default_chart_colors. On the Analyze tab. The series name must match the attribute value name for Data Analyzer to display the color for the series. edit the file as follows: <color> <hexcode>#33CC33</hexcode> </color> <color> <hexcode>#3399CC</hexcode> </color> 4. Troubleshooting 247 .3. Even after you edit an option value. when you edit the height or width of a report chart.xml.xml: <color> <hexcode>#HexadecimalCode</hexcode> </color> HexadecimalCode is the hexadecimal representation of the color you want to add. On the Analyze tab. 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. Save ias_default_chart_colors. Troubleshooting On the Mozilla Firefox browser. For example. When Data Analyzer displays a chart with one attribute. Data Analyzer gets the report chart options from the Mozilla Firefox browser cache. To display updated values.xml. when I edit a report chart option on the Analyze tab. Data Analyzer correctly updates the chart.

and Indicators option to On.enable The default value for the browser. Data Analyzer looks for the XML file in the directory specified for the Maps.properties. On the Internet Explorer browser. You did not specify the correct attribute name in the XML file. Enable Active X controls for the Internet Explorer browser.cache. In the address bar of the browser. You must specify the complete name of the attribute. 4.To disable the browser cache for Mozilla Firefox: 1. If you copied the XML file to a different directory.memory. 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. Open the XML file associated with the attribute and make sure that you specified the correct attribute name for the SHAPES element. Double-click the preference name to change the value to false. Log in to Data Analyzer and edit the report chart options on the Analyze tab. You did not specify the directory that contains the XML file in DataAnalyzer. and value for each preference. 3.enable preference is true. One of the following situations can cause this problem: ♦ ♦ Data Analyzer displays geographic charts for a report with one attribute only. enter the following text and press Enter: about:config Mozilla Firefox displays a list of preferences and the status. 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.memory. 2. If a report uses more than one attribute.properties. 248 Chapter 19: Working with Report Charts . 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.0. you must specify this directory in DataAnalyzer. type. Locate the following preference in the list of preferences: 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. 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.properties. you need to set the Interactive Charts. Graphs. Data Analyzer does not display a link for the XML file. Close the browser window.cache. 5. ♦ I cannot see metric or attribute values when I hold the pointer over a shape in the geographic chart.Directory property in DataAnalyzer.

257 Overview Complete the following tasks to exchange report or dashboard information with other users: ♦ ♦ ♦ ♦ ♦ Print a report or dashboard. 252 Emailing a Report or Dashboard. Composite reports use most of the same options as other reports. Export a report or dashboard. archive. You can specify the display options for reports or dashboards.CHAPTER 20 Sharing Report or Dashboard Information This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. or email a report or dashboard in PDF or HTML format. 249 . Email a report or dashboard. 249 Setting Up HTML and PDF Display Options. 250 Printing a Report or Dashboard. 256 Troubleshooting. 251 Exporting Report or Dashboard Data. 256 Adding and Viewing Feedback on a Report or Dashboard. 254 Adding Comments to a Report or Dashboard. Add discussion comments on the report or dashboard. Provide feedback on the report or dashboard. broadcast. export. Data Analyzer uses the display options as the default display setting each time you print.

The report or dashboard information also appears on the top of the page when you print the report or dashboard. pagination. click Create > Dashboard > Publish > Formatting. the charts appear next to the corresponding tables in the PDF or HTML document. the HTML links do not work in the PDF version of the report. To configure the HTML and PDF display options for a report. If you set the chart position as right of the table. Size of the page margins in inches. archive. and margins. Choose Portrait or Landscape. footer. You cannot change the display setting when you archive. email. You can choose to insert page breaks before each report section. Size of the header or footer. the chart appears below the table in the PDF or HTML document. If you have multiple charts and tables in a report.Percent of Normal Size If you choose to display the report at a percentage of its normal size. The total size of the header. you specify the page orientation. The total size of the header.Fit to Page . the chart appears above the table in the PDF or HTML document. Select the report or dashboard information you want to display with the report or dashboard. Save the report or dashboard. If a report includes an attribute of the HTML datatype and if you choose Fit to Page.Setting Up HTML and PDF Display Options You can specify the display options for reports or dashboards for PDF and HTML formats. or email the report or dashboard in HTML or PDF format. 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.Fit Width to Page (for reports only) . 4. export. Headers/Footers Pagination (sectional reports and dashboards with multiple containers) Margins 3. if you set the chart position as left of the table. When you print or export the report or dashboard. 2. headers and footers. Data Analyzer uses the display options as the default display setting each time you print. For sectional reports and dashboards with multiple containers. footer. The information you select appears on the top of the page when you export. The Formatting tab appears. and margins must not exceed 60% of the page size. -orTo configure the HTML and PDF display options for a dashboard. archive. or email the report or dashboard. and margins must not exceed 60% of the page size. click Create > Report > Layout and Setup > Formatting. You can modify the selection when you print or export the report or dashboard. you can also wrap the report tables. you can override the default settings. broadcast. Size of the page you want to display. You can choose to insert page breaks after each dashboard container. layout. 250 Chapter 20: Sharing Report or Dashboard Information . To set HTML and PDF display options: 1. When you specify the display options. Choose one of the following options: . When you created the chart. Enter the PDF Display Options information: Property Orientation Layout Description Direction of the page display. broadcast. or broadcast the report or dashboard.

Data Analyzer prompts you to save the report or dashboard as a PDF document to your computer. Data Analyzer displays the item as a PDF document in a new browser. and use a Windows/UNIX script to send the report to the printer. The Print window appears.0 or later to display the report or dashboard. For dashboards. Data Analyzer prints all sections. you configure the default page layout and report information on the Layout and Setup page of the Create Report Wizard. When you print a report or dashboard. If you do not have Adobe Acrobat Reader installed on your machine. -orDisplay the dashboard you want to print on the View tab. For reports. select the report or dashboard information you want to print and configure orientation and other page layout options. such as the report or dashboard description or the date the report or dashboard was last updated. you configure the default page layout and dashboard information on the Formatting tab of the Create Dashboard Wizard. When you print a report from the Analyze tab. Display the report you want to print on the View tab or the Analyze tab. you can print each section on a separate page. After you install Adobe Acrobat Reader. buttons. Data Analyzer displays all options of the Print window. For a report with sectional report tables. You can override the settings on the Print Report or Print Dashboard page. You configure the default print settings for reports or dashboards when you create the report or dashboard. and chart indicators Dashboard name and description Container name and description Shared filters Container border Data Analyzer does not print any icons. When you print a sectional report from the View tab. When you print a report from the View tab.Printing a Report or Dashboard You can print a report from the View tab or Analyze tab. including the orientation and margins. any changes you make here are not saved to the Layout and Setup page or the Formatting tab. You can print a dashboard from the View tab only. Tip: To send a report to a printer. You can choose the report or dashboard information that you want to print. Data Analyzer imports these settings and displays them on the Print Report or Print Dashboard page. However. 3. To print a report or dashboard: 1. you can view and print the PDF document. When you print a dashboard. reports or shared documents on the dashboard. table indicators. Before you print a report or dashboard. 2. Data Analyzer prints the following dashboard items: ♦ ♦ ♦ ♦ ♦ Gauge indicators. Click Print. excluding the summary and grand total table. Printing a Report or Dashboard 251 . you can broadcast the report to a network drive. You can also configure the layout of the page. In the Print window. Data Analyzer prints the sections you select. You need Adobe Acrobat Reader version 4. 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.

Note: Fit to Page. For a dashboard. 5. Click Print Preview. Acrobat. When you export report or dashboard data to HTML. you can configure page layout options and choose the report or dashboard information you want to display. 6. Data Analyzer replaces the spaces with the underscore (_) character. When you export a report or dashboard to PDF. header and footer. From the File menu in the new browser window. You configure the default print settings for reports or dashboards when you create the report or dashboard. You can save this file to the local drive. Export a report or dashboard to send it to someone outside your organization. 4. or DreamWeaver. Fit Width to Page and Wrap Tables options do not display when you print dashboards. You can use an exported report in another program.” Exporting Report or Dashboard Data You can export report data from the View tab or Analyze tab. choose Print to print the report or dashboard. Data Analyzer creates a file in the format you specify. and Wrap Tables options do not display when you print reports from the View tab. Exporting Data to PDF You can choose the report or dashboard information you want to include. Adobe Acrobat opens in a new browser window to display the report or dashboard. you can display each section on a separate page. Data Analyzer assigns Dashboard. If a dashboard name contains ASCII characters. If you use the Mozilla Firefox browser and the report or dashboard name contains spaces. such as Excel. You need Adobe Acrobat Reader version 4. For a report with sectional report tables. You can export dashboard data from the View tab only. Note: When you open a cached report for the first time and print the report. and highlighting.0 or later to display the report 252 Chapter 20: Sharing Report or Dashboard Information . The HTML file has the same name as the report or dashboard you want to export. the images folder contains the image files for the report chart. Exporting Data to HTML You can choose the report or dashboard information that you want to include. Percent of Normal Size. When you export the report or dashboard to PDF. For a report.html as the name for the HTML file. 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. Data Analyzer displays the report or dashboard as a PDF document in a new browser window. The zip files contains the HTML file and a folder for any associated images. Data Analyzer displays the last update time as “Not Available. the images folder contains the image files for indicators. -orClick the Print button on the toolbar to print the report or dashboard. When you export report or dashboard data. Data Analyzer exports the report or dashboard data to a zip file. You can also configure the orientation and layout of the file.

CSV. 5. 4.com/products/acrobat/acrrasianfontpack. Unzip the file to view the report in HTML format. select the report or dashboard information you want to export and configure the page layout for the PDF file. you might not have the required privileges. If you export to HTML.or dashboard as a PDF document in a new window. you can view the PDF document. -orDisplay the dashboard you want to export on the View tab. you must download the Asian Font Package from the Adobe Acrobat web site to view the PDF file. Exporting Data to CSV A CSV document contains comma-separated values. save the Excel document as a CSV document. Data Analyzer replaces the period with an underscore (_) in the exported file name. Data Analyzer prompts you to save the report or dashboard as a PDF document to your computer. For example. click the Saves Copy of the File button in the PDF toolbar to save the report. Click Export. After you install Adobe Acrobat Reader. and HTML options are disabled.html Exporting Report or Dashboard Data 253 . 2. Note: If the report or dashboard name contains a period (. Report table formats and layout might not display properly in the exported CSV file. Data Analyzer exports the sections you select. Data Analyzer displays cached data for cached reports. Click Export.adobe. For on-demand reports and real-time reports. You can configure the page layout options only if you select PDF format. If the Excel. the CSV document might not display the same date format as the date format used in the report.). 3. excluding the summary and grand total table. if a report contains date values. If you select HTML format. If you do not have Adobe Acrobat Reader installed on your machine. If you select PDF format. Save the file to the local drive. select the report or dashboard information you want to export. Data Analyzer saves the report or dashboard as a zip file. If you want to change the date format displayed in the CSV document. Data Analyzer runs the report. You can configure the default page layout settings when you create the report or dashboard. Select the format for export. To export report or dashboard data: 1. After you change the format. export the report to an Excel document and change the format. Display the report you want to export on the View tab or the Analyze tab. Steps to Export Report or Dashboard Data When you export a sectional report on the Analyze tab. The Export window appears. If you export to PDF. 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. Save the Asian Font Package on the machine where you want to view the PDF file. When you export a sectional report on the View tab. Data Analyzer exports all sections. You can find the Asian Font Package from the following web site: http://www.

Data Analyzer attaches the report or dashboard in its current state. 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. Find tab. Data Analyzer attaches the workflow report you are currently viewing.Emailing a Report or Dashboard You can email a report from the Analyze tab. 2. The Email window appears. Data Analyzer sends a hyperlink to the saved report or dashboard. Data Analyzer sends a hyperlink to the primary report in the analytic workflow. You can email a dashboard from the View tab only. When you email a report or dashboard in any other format. When you email a report in PDF format. You cannot change these display settings when you email the report or dashboard. To email a report or dashboard: 1. When you email a workflow report as a link only. Click Email. Data Analyzer uses your reply-to email address as the From address for the outgoing email. 3. Maximum combined size of attachments is 2 MB. You can add a replyto email address on the Web Settings page of the Manage Account tab. You can also choose to include a hyperlink to the report or dashboard in the body of the email. Data Analyzer prompts you to enter a From email address. Data Analyzer supports mail clients on Windows and UNIX. When you email a workflow report in any other format. -orDisplay the dashboard you want to email on the View tab. Note: On the Find tab. 254 Chapter 20: Sharing Report or Dashboard Information . the Data Analyzer system administrator must configure a Data Analyzer mail server. Data Analyzer also displays the report or dashboard information you select in the Layout and Setup page and the Formatting tab respectively. Data Analyzer uses the page layout settings in the Formatting tab to display the dashboard. the Details task area displays the Email button. Display the report you want to email on the View or Analyze tab. You can attach up to three reports or dashboards to outgoing email messages. -orOn the Find tab. Note: Before you can email a report or dashboard. If you do not have a reply-to email address. When you email a report or dashboard in PDF or HTML format. When you email a dashboard in PDF format. click the report you want to email. including any unsaved changes. enter your email address in the From field. If you do not have a reply-to email address. or View tab. You can attach a report from the Analyze. Data Analyzer uses the page layout settings in the Layout and Setup page to display the report.

The Contacts window appears. Subject of the email. and click Go. Email address for carbon copying the email. Click To. click To. you can email the report or dashboard to a contact in the directory. You can send the email to more than one recipient. Format for the report or dashboard. Selecting Email Recipients from the LDAP Directory Service If the Data Analyzer system administrator has configured the LDAP directory service. Cc. or Bcc. Cc. 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. in the Search field. enter the contact last name. and click Attach File to attach the file. Emailing a Report or Dashboard 255 . You can include more than one email address.). Data Analyzer sends the report or dashboard as an attachment in the format you select. If you select Link Only. To select an email recipient from a directory: 1. -orTo search for a recipient. Email address for blind carbon copying the email. Click Send. you can email the report or dashboard to a contact in the directory. Data Analyzer sends a hyperlink to the saved report or dashboard instead of an attachment.) or a semicolon (. 4. Select the directory from the Select a Directory list. click To. The Attachments page appears. In the Email window. To attach another report or dashboard to the email message. 3. Note: If the Data Analyzer system administrator has configured the LDAP directory. You can include more than one email address. click Attachments. Cc. Body of the email. click the contact. Click Browse to select a file. Click OK. This option is not available when you send the report or dashboard as Link Only. 5. or Bcc.4. 6. Data Analyzer sends the email to the specified recipients. In the Contact List text box. -orIn the Email Document window. or Bcc. Separate multiple email addresses by a comma (. 2. Select this option to include a hyperlink to the report or dashboard in the body of the email.

When the Discussion option is disabled. To view comments for a dashboard. The Comment area appears. Click Discussion. If the report or public dashboard contains unread comments. The Discussion window displays all comments for the report or dashboard. open the dashboard in the View tab and click Discussion. Display the report on the View tab or Analyze tab. Enter a comment for the report or dashboard. comment. If you have the appropriate privileges. open the report in the View tab or Analyze tab and click Discussion. Click OK. -orDisplay the dashboard on the View tab. Use the View tab to provide feedback to the owner of a public dashboard. and the time when you add the comment display in the list on the Discussion window. you can delete a comment. -orDisplay the dashboard on the View tab. 256 Chapter 20: Sharing Report or Dashboard Information . Click Close. 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. 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. To view comments for a report. 2. Adding Feedback To add feedback on a report or dashboard: 1. the Discussion button appears in bold. The owner of the report or the dashboard can delete the comments in discussions. 4. Click Add Comment. 5. 6. You can provide feedback for a report or dashboard if you are not the owner of the report or dashboard. Data Analyzer closes the Discussion window. To add a comment for a report or dashboard: 1. Click the Delete button next to the comment. Display the report on the View tab or Analyze tab. Your user name. 3. there is no indication for unread comments. Note: Data Analyzer disables the Discussion option if you do not have the privilege to view a report or dashboard.Adding Comments to a Report or Dashboard You can add and view comments to discuss a report or a public dashboard.

you have a report that contains an HTML attribute with the following value: <a href=“http://www. To view or delete feedback on a report or dashboard: 1. Click OK to submit the feedback. you must be the owner of the report or dashboard and you must have the appropriate privileges. the Feedback button appears in bold. Click Close. Enter your feedback. After you view a feedback. -orDisplay the dashboard on the View tab. Click Feedback. click the delete button for the feedback. 4. and the time. export or email the report to PDF format from the Analyze tab. the users who submitted the feedback.com” target=“_parent”>Acme Products</a> When you export or email the report to PDF format from the View tab. The Feedback window displays a list of feedback. HTML attribute values display as strings without URL links. If the report or dashboard contains unread feedback. 4. The Feedback window appears. Display the report on the View tab or Analyze tab.acme. you can delete it. Troubleshooting When I export or email a report to PDF format from the View tab.2. Email a report in PDF format from the View tab. 3. 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. 3. Troubleshooting 257 . To delete a feedback. Export a 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. 2. Viewing or Deleting Feedback To view feedback on a report or dashboard. Click Feedback. For example.

258 Chapter 20: Sharing Report or Dashboard Information .

272 Overview Use Microsoft Excel with Data Analyzer in one of the following ways: ♦ ♦ ♦ Create Microsoft Excel templates for reports. 259 Exporting Report Data to Microsoft Excel. 259 Working with a Microsoft Excel Template. To perform the above tasks. broadcast. you upload it to the Data Analyzer repository. and archive reports based on the template. you may have a report that lists sales data by cities in the United States. 263 Displaying a Report as a Microsoft Excel PivotTable.0 on your machine.CHAPTER 21 Working with Microsoft Excel This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. People who use the report can use the template later when they export. see “Installing Microsoft SOAP Toolkit” on page 272. You want to 259 . For more information. Use templates to perform Excel functions and other worksheet functions. Working with a Microsoft Excel Template When you create a report. additional worksheets. broadcast. or archive the report to an Excel file. Display report data as an Excel PivotTable. Export report data to an Excel file. You can create Microsoft Excel templates so other users can export. After you create a template. you need the Microsoft SOAP Toolkit 3. and other Excel options. 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. or to standardize the format of a report table. 270 Installing Microsoft SOAP Toolkit. For example.

4. or delete the Data worksheet. To create a template.highlight cities in the eastern USA for the eastern division of your organization. After you create the template. Create the template. For more information about Excel PivotTables. Use the Analyze worksheet for advanced Excel functions. Displays the report data in an Excel PivotTable. the PivotTable on the Analyze worksheet gets new data from the Data worksheet. In Excel 2002. one for the eastern USA and another for the western USA. broadcasts. you must have Microsoft Excel 2000 or above installed on the machine where you save and edit the template. set the security level to Medium. You need Microsoft SOAP Toolkit to upload or refresh the template.0 on the machine where you work with the Excel template. ♦ ♦ Report. Data from the Report worksheet refers to data on the Analyze worksheet. You can create two templates for the report. Data. Before you can work with an Excel template. Data Analyzer overwrites the data on the Data worksheet. Analyze. Provides instructions on how to create a template. An Excel PivotTable is an interactive table that allows you to rotate columns and rows. Creating the Excel Template You can create an Excel template after you save a report. When you create an Excel template. This worksheet is hidden when a user exports. you must complete the following tasks: 1. you can add new worksheets and custom formatting to the template. The PivotTable on the Analyze worksheet uses the Data worksheet as source data. Do not edit. you can set the security level by choosing Tools > Macro > Security. you can set the security level by choosing Tools > Options > Security. Install Microsoft SOAP Toolkit version 3. and highlight cities in the western USA for the western division. Set the security level for Excel to Medium. Each time you refresh data. If you do not set Excel to enable macros. you cannot view the exported report data or Excel template. 3. rename. On the Security tab. Contains report data. To use an Excel template. In Excel 2000. Data Analyzer provides Microsoft SOAP Toolkit installation and prompts you to install it if you do not have version Microsoft SOAP Toolkit 3. Each time you refresh data in the template. Note: The name of the Report worksheet is the name of the report.0 on the machine where you work with the Excel file. see the Microsoft Excel documentation. 260 Chapter 21: Working with Microsoft Excel . or archives report data using the template. Click the Macro Security button and set the security to Medium. This worksheet is hidden when you export report data with the template. Each division can use the appropriate template when they export the report data. Displays the report data in a basic Excel table. 2. you must set the security level for Excel to Medium to enable macros. Use the Report worksheet to edit report formatting for printable versions of the report. Upload the template to the Data Analyzer repository. Data Analyzer creates an Excel file with the following worksheets: ♦ ♦ Instructions.

After you finish editing the template file. Enter a name for the template. Do not click Open in the File Download dialog box. save it and upload it to the repository so you can use it to export the report data. 3. When you edit the template file. On the Create Report Wizard. Click Enable Macros. If you have not run the report. Maximum length is 255 characters.To create an Excel template for a report: 1. 8. 7. Click Save to save the template file to the local drive. the Download Complete window appears. 2. Enter a description for the template. Working with a Microsoft Excel Template 261 . 6. 4. Click Create Template. Microsoft Excel displays the template file. Note: Data Analyzer enables the Create Template button only if you have run the report at least once. The Templates tab appears. Note: You must save the file to the local drive before opening the file. click Display Report or the link in the Directions task area of the Templates tab to run the report. Click Open to open the template file. When you edit the template file. Data Analyzer opens Microsoft Excel. Edit the template file. Do not edit. or delete the Data worksheet. Click here to run the report. you can refresh data from the report. click Publish > Templates. 5. rename. you can rename. add. When download completes. The File Download window appears. or delete worksheets.

Editing an Excel Template In the Manage Templates task area of the Templates tab. select the template you want to edit from the Manage Template task area. Click Publish > Templates. Edit the template in Microsoft Excel. On the Templates tab. upload it to the Data Analyzer repository so you can use it to export. 5. The report appears on the Create Report Wizard.Uploading the Excel Template After you edit the Excel template. If you do not have Microsoft SOAP Toolkit 3. Click Enable Macros to open the template. Data Analyzer prompts you to install it. 2. Click Edit. If you specify a different template name. You can choose to overwrite the template in the repository. upload it again to the repository. 262 Chapter 21: Working with Microsoft Excel . broadcast. You can now use the Excel template to export. 4. you can view a list of the uploaded Excel templates and edit Excel templates. If you do not have Microsoft SOAP Toolkit 3. you can delete templates from the Data Analyzer repository. you must have Microsoft SOAP Toolkit 3. To upload the Excel template. Do not edit the report name. To upload an Excel template: 1. Deleting an Excel Template In the Manage Templates task area of the Templates tab. Data Analyzer displays a warning message. 4. Data Analyzer uploads the template as a new template for the report. Click the Refresh button in your browser to see the uploaded template name in the Manage Templates task area. or archive the report data. 3.0 installed on the machine where you saved the Excel template. Open the Excel template on your local drive. To edit an Excel template: 1. Microsoft Excel launches. Data Analyzer uploads the template for the report you used to create the template. 2. 6. 7.0 installation. If the template name exists for the report in the Data Analyzer repository. Enter a user name and password.0 on your machine. 5. broadcast. 3. Data Analyzer displays the template name and report name for you. Click the Upload button in Microsoft Excel. or archive the report data. Click Save.0 on your machine. Data Analyzer prompts you to install it and provides the SOAP Toolkit 3. After you edit the template. Data Analyzer prompts you for your user name and password. Edit the report that the Excel template is based on. Click Save. Use the following format for user name: username@namespace. After you edit an Excel template. 6. upload it again to the repository.

The report appears on the Create Report Wizard. You cannot refresh data when you choose the Retain Data Analyzer Formatting option. An Excel PivotTable is an interactive report that summarizes data and allows you to rotate columns and rows. Data Analyzer deletes the template from the repository. 4. Exporting Report Data to Microsoft Excel 263 . You can choose to retain Data Analyzer formatting in the Excel file or use the formatting and functions in an Excel template. you can refresh data in Excel. Export to Excel Pivot Table. the exported report is listed in the Worksheet tab with only the first 28 characters of the report name followed by an ellipsis (“…”). Data Analyzer creates an Excel file and writes the report data to the file. For information about using Excel PivotTable reports. Exporting Report Data to Microsoft Excel You can choose several ways to export report data to a Microsoft Excel file. Click Delete. Data Analyzer creates an Excel file based on an existing Excel template that you have uploaded in the Data Analyzer repository. To retain Data Analyzer formatting. Data Analyzer creates an Excel file that contains the data in the format you see on the Analyze tab. The Excel file retains custom metrics and formatting. Retaining Data Analyzer Formatting When you choose the Retain Data Analyzer Formatting option. 3. 2. Click Publish > Templates. When you choose the Excel PivotTable or Template options. ensure that the report name does not include any of the following special characters: / \ : * ? “ < > | [ ] If a report name exceeds 31 characters. Data Analyzer creates an Excel PivotTable that uses a macro to refresh data. but not from the local drive. You can set the security level in Excel by choosing Tools > Macros > Security. ♦ Note: Before you can export to an Excel PivotTable or use a template. select the template you want to edit from the Manage Template task area. The file retains the formatting you see in the Analyze tab in Data Analyzer.To delete an Excel template: 1. choose from the following options: ♦ ♦ Retain DA Formatting. To refresh data. You can edit and format the Excel file after you export the report. you must set the security level in Excel to Medium to enable macros. Choose Export Using Template if you want to standardize the format of a report table. You can also export the report data to an Excel PivotTable to use advanced Excel functions.0 on the machine where you save the Excel file. You can then view and save the file. When you export report data to an Excel file. Export Using Template. On the Templates tab. 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. Edit the report that the Excel template is based on. see the Microsoft Excel documentation. The new Excel file contains formatting specified in the template. you must first install the Microsoft SOAP toolkit version 3.

Display the report you want to export on the Analyze tab. the metric values display as they are stored in the database. you have a report that lists sales data by city. 2. 264 Chapter 21: Working with Microsoft Excel . using the Retain Data Analyzer Formatting option: Figure 21-1. The following figure shows the report: Figure 21-1 shows the Excel file created by exporting the report.For example. Exporting a Report Using Retain Data Analyzer Formatting Note: If the report table displays the scale for a metric In Thousands or In Millions. Click Export. the Excel file does not retain the scale for the metric. The Export Report window appears. In the Excel file. To retain Data Analyzer formatting when exporting report data to Excel: 1.

When you add a report to an Excel PivotTable. Click Export. metrics in the report display in the data area of the PivotTable. attributes. 6. 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. Save the Excel file to the local drive. When you export this report using the Export to Excel PivotTable option. You can now edit and format the Excel file. 4. The Excel PivotTable does not contain formatting and formulas you set in Data Analyzer. After you export the report. You can rotate columns and rows in an Excel PivotTable. Metrics. Note: You cannot export a composite report or add a composite report to an Excel PivotTable. For example. you want to export a report that lists sales data by city. You can click the City field to choose the cities you want to display in the report. Choose Retain Data Analyzer Formatting. Click Microsoft Excel. Use Excel functions for OLAP source data in the Excel PivotTable. When you export a report to an Excel PivotTable. Exporting Report Data to Microsoft Excel 265 . The Excel file appears in a new browser window. Microsoft Excel adds a worksheet for the report.3. Data Analyzer creates an Excel PivotTable that contains a Refresh button. you can also add other reports to the Excel PivotTable. After you export a report. 5. For a report with a sectional report table. the section headers display in the page area of the PivotTable. Excel displays the sales metric in the data area on the righthand side of the PivotTable. Attributes display in pivot rows and columns. and sections of the report appear in different areas of the PivotTable. For more information about areas of the PivotTable. see the Microsoft Excel documentation. Excel displays the city attribute in a row field.

Only the first 256 columns of the table(s) in this report have been exported. Choose Export to PivotTable. Microsoft Excel does not display the attribute name in the Excel PivotTable. 266 Chapter 21: Working with Microsoft Excel . 7. 5. Note: The word “Data” is a reserved keyword in Microsoft Excel. If the report table contains more than 256 columns. You must save the file to the local drive before opening the file. 2. Microsoft Excel launches. For example. even if the report displays time from most recent to least recent. Data Analyzer exports the report table. 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. 4. When the download completes. Click Microsoft Excel.Figure 21-2 shows the Excel PivotTable created by exporting the example report. some of the formatting in the report might not display in the exported file. Exporting a Report to an Excel PivotTable When you export a report with a time setting to an Excel PivotTable. You must save the report before you export report data to an Excel PivotTable. click Open to open the file. 3. using the Export to Excel PivotTable option: Figure 21-2. Click Export. the exported file always displays time from least recent to most recent. 6. To export report data to an Excel PivotTable: 1. If a report includes an attribute named Data. Click Export. Do not click Open in the File Download dialog box. Click Save to save the file to the local drive. Display the report you want to export on the Analyze tab.

you can add other reports to the Excel PivotTable. For example. Exporting Report Data Using an Excel Template When you export a report using a template file. Data Analyzer opens a Choose Reports dialog box containing all the reports that you can add. You can click Refresh to refresh the data in the Excel PivotTable. highlight the appropriate cities in the Report worksheet. In this case. additional worksheets. For each report. 5. The Add Reports window appears. Analysis. Data Analyzer creates an Excel file based on the template you choose. Open the Excel PivotTable in Microsoft Excel. Select the report and click OK. Data Analyzer displays a list of templates available for the report. and any worksheet you add to the template. To add a report to an Excel PivotTable: 1. Data Analyzer displays the Report. Adding a Report to an Excel PivotTable After you export a report to an Excel PivotTable. When you export a report to Excel. You can now use Excel options.8. The template file contains four worksheets by default. you export a report that lists sales data by city. Data Analyzer uses the formatting in the template file to export the report. When you export the report using the template. The Data and Instruction worksheets are hidden in the exported Excel file. You can create two templates. 3. You can click Add Report to add another Data Analyzer report to the Excel PivotTable. the report owner may have created and uploaded several template files to share among users. Data Analyzer creates a worksheet in the Excel PivotTable for each report you add. and highlight cities in the western USA for the western division. the report name is Sales by City. Data Analyzer adds the report in a new worksheet in the Excel PivotTable. You might use an Excel template when you want to highlight cities in the eastern USA for the eastern division of your organization. The Excel PivotTable appears. Click Enable Macros in Microsoft Excel. A template can contain unique formatting. In the template file. 4. Scroll down to find the report that you want to add or type the report name in the Search text box and click Search. one for the eastern USA and another for the western USA. Enter a Data Analyzer user name and password. 2. such as rotating columns in the PivotTable. Click Add Report. Exporting Report Data to Microsoft Excel 267 . and other Excel functions and formulas.

even if the report displays time from most recent to least recent. Display the report you want to export on the Analyze tab. You must also save the report before you use the template to export it. 268 Chapter 21: Working with Microsoft Excel . Click Microsoft Excel. When you export a report to an Excel template. To export a report using an Excel template: 1. Click Export. 3. the template always displays time from least recent to most recent. using the eastern division template: Figure 21-3. For example. you must have the Access Advanced Report Creation. some of the formatting in the report might not display in the template.The following figure shows the template for the eastern division: Figure 21-3 shows the Excel file created when you export the report. 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. 2. To create a template.

click the worksheet and then click Refresh. Steps to Refresh Data in an Excel File To refresh data in an Excel file: 1. Excel file based on a template. Choose a template. You need to install the SOAP Toolkit 3. If you do not have version 3. 2. Open the Excel PivotTable. Microsoft Excel launches. To refresh another report in the Excel PivotTable. you must set the security level in Excel to Medium to enable macros. Data Analyzer gets cached data from the repository. Click Export. Data Analyzer may prompt you to enter a user name and password to refresh data. If you do not want to refresh data. Enter your Data Analyzer user name and password. 5. 8. 3. You may edit the format of the report within Excel. You must enter the user name and password to refresh data. Data Analyzer provides the SOAP Toolkit 3.0 of the Microsoft SOAP Toolkit on the machine where you save the Excel file. Each time you open an exported Excel file based on a template. You must save the file to the local drive before opening the file. For on-demand reports.0 to refresh data in an Excel file.0 of the Microsoft SOAP Toolkit on your machine. When you view the Excel file based on the template for the first time. Data Analyzer uses a macro to refresh data when you click the Refresh button in the Excel file. You can also refresh data in the Excel template. Note: Before you can refresh data in an Excel file. skip to step 4. 4.4. Formatting in the Excel file does not change when you refresh data. Do not click Open in the File Download dialog box. Enter the user name and password of the user who is exporting the report. Data Analyzer refreshes the report on the active worksheet. Click the Refresh button. 5. the file contains old data in the template file. If you have version 3. you have the option to refresh data. Data Analyzer prompts you to install it. When download completes. open the file. Data Analyzer runs the report to get new data from the data warehouse. 7. Click Get Report. or the Excel template. Data Analyzer displays templates that exist in the repository for the report. Exporting Report Data to Microsoft Excel 269 . You can set the security level in Excel by choosing Tools > Macros > Security. When you refresh data in an Excel file that contains a cached report. Enter the user name and password to refresh data in the Excel file. 10. Click Enable Macros in Microsoft Excel. The Excel file based on the template appears. close the dialog box. If you click Refresh in an Excel PivotTable with more than one report.0 installation and prompts you to install it if you do not have version 3. 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.0 of the Microsoft SOAP Toolkit installed on your machine. 9. Data Analyzer displays the URL of the Data Analyzer server and the report name. 6. Save the file to the local drive.

Refreshing Data in an Excel Template When you refresh data in an Excel template. For more information about referencing values across worksheets. Data Analyzer disables the PivotTable menu if you do not have Microsoft Excel 2000 or higher installed on your machine. reference the new rows from the Data worksheet. 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. When you display report data as a PivotTable. The new rows do not appear in the Report worksheet. new rows that are added after you create the Excel template appear in the Data and Analyze worksheets. the chart reflects the changes. By default. The PivotTable and chart display on the Analyze tab. and total calculation in the PivotTable. the PivotTable reflects the changes you make. When you change the data in the PivotTable. Excel also hides the column in the chart.Data Analyzer refreshes the data in the Excel file. export the report to an Excel PivotTable using the Data Analyzer export option. the new columns appear in the Data worksheet only. Microsoft Excel might display an error message. Functions on the Excel toolbar include Refresh and Export. Use Excel chart functions such as changing the chart type and editing the chart format. To save a report as a PivotTable. when you make changes to the chart. see the Microsoft Excel documentation. Similarly. For example. For more information about working with Excel worksheets. If you have Excel 2000 installed on your machine. Attributes display in pivot rows and columns. To view new rows in the Report worksheet. Microsoft Excel limits the size of a PivotTable. Excel 2000 ships with OWC 9. The report must include at least one metric and cannot include CLOB attributes. you can use the built-in pivot table feature of Data Analyzer. You cannot display a report with attributes only as an Excel PivotTable. if you hide a column in the PivotTable. you can display report data as an Excel PivotTable within the browser. Data Analyzer also displays the report as a chart. Excel displays a bar chart in the chart area. To view new columns in the Report worksheet. see the Microsoft Excel documentation. You cannot save the PivotTable and Excel chart in the browser. while Excel 2002/XP ship with OWC 10. Use Excel functions such as sort. 270 Chapter 21: Working with Microsoft Excel . see “PivotTable Report Specifications” in the Microsoft Excel online help. Changes you make to the PivotTable or the Excel chart do not affect the report in Data Analyzer. The new columns do not appear in the Analyze and Report worksheets. when you display a report as an Excel PivotTable. For more information about areas of the Excel PivotTable. edit the table layout in the Excel PivotTable Wizard. If a report exceeds the supported size. If you have Excel 2002/XP with OWC 10 installed on your machine. To view new columns in the Analyze worksheet. For more information about the supported size. By default. with Excel toolbars that contain Excel functions. see the Microsoft Excel documentation. Excel PivotTables and Charts The Excel chart is a dynamic chart based on the data in the PivotTable. which are different than the export and refresh functions in Data Analyzer. Excel displays metrics in the data area of the PivotTable. Click the Chart Field List button in the chart toolbar to add an item to the chart. reference the new columns from the Data worksheet. Note: If you do not have Microsoft Excel installed on your machine or if you view reports using a browser other than Internet Explorer. If the report contains new attributes and metrics. you can display report data as a PivotTable and Chart. filter.

When you use the Refresh button on the Excel toolbar. To get new data from the data warehouse. Display the report on the Analyze tab. The PivotTable appears in the browser. Microsoft Excel Web Component launches within the browser. you must run the report again.You can also use the Export button on the Excel toolbar to export the PivotTable. Displaying a Report as a Microsoft Excel PivotTable 271 . You cannot get new data from the data warehouse in this read-only PivotTable. Excel gets cached data from the repository. To display a report as an Excel PivotTable: 1. Click Pivot Table. use the Data Analyzer export option. To export the PivotTable. When you use the Export button on the Excel toolbar to export the PivotTable. Excel also provides a Refresh button on the Excel toolbar. 2. Return Button Excel Toolbar The chart appears in the browser. not the data warehouse. Excel Toolbar 3. Excel saves the PivotTable in a read-only file. below the PivotTable. To exit the Microsoft Excel Web Component. click Return.

Choose a directory to install Microsoft SOAP Toolkit. or Upload buttons in an Excel file.0 installation program appears. 5.Installing Microsoft SOAP Toolkit You need the Microsoft SOAP Toolkit version 3. To install Microsoft SOAP Toolkit: 1. Click Next twice to start the installation. Click the Disk Cost button to see the amount of disk space required on each drive for the installation. Data Analyzer provides the Microsoft SOAP Toolkit version 3. 272 Chapter 21: Working with Microsoft Excel . Click Close when the installation completes.0 installation. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. Click Browse to select the folder where you want to install Microsoft SOAP Toolkit. Click Next. 2. You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable. template. You must have administrator rights on the machine where you want to install the SOAP Toolkit. The Microsoft SOAP Toolkit 3. Data Analyzer downloads the Microsoft SOAP Toolkit installation files. 7. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. When you use the Refresh. Click Open when the download completes. Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine. Click OK to open the Microsoft SOAP Toolkit installation file. or report exported using an Excel template. 3. Upload an Excel template. Refresh data in an Excel PivotTable. 6. Click OK. 4. and click Save. 9. 8.0 on the machine where you save the Excel file when you perform one of the following tasks: ♦ ♦ ♦ Add reports to an Excel PivotTable. Add Report.

the indicators display there. 276 Working with Gauge Indicators.When you create a dashboard. 273 . Indicators help you track key metric values.CHAPTER 22 Working with Indicators This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. the indicator name appears in the Indicators task area on the Analyze tab. However. 283 Troubleshooting. After you create an indicator. cached. When you view a subreport on the Analyze tab. You can create indicators for metrics in on-demand. and real-time reports. you can create indicators for any subreport included in a composite report. You can also create indicators for calculations in on-demand and cached reports. 287 Overview An indicator is a visual representation of business metrics. you can add one or more indicators to dashboard containers. 273 Working with Chart and Table Indicators. You can create the following types of indicators: ♦ ♦ Value-based Position-based You can add indicators to dashboards to monitor these metrics. Note: You cannot create indicators for composite reports because they do not display on the Analyze tab.

Even after the time advances. You can create position-based indicators on contiguous cells of a report. You can have Data Analyzer always display data for the original time period even after the time period has changed. When the time advances. Use position-based indicators to display ranked or sorted data on the dashboard. 274 Chapter 22: Working with Indicators . the indicator continues to display data from the report. When you create position-based indicators. If you want to display data in an indicator irrespective of the time changes. use an absolute time period for the report. Indicators Associated with a Report List of indicators Value-Based Indicators Value-based indicators display metric values for specific attribute values in a report.Figure 22-1 shows a report with indicators: Figure 22-1. For example. Note: If you create an indicator for a time period other than the current time period. You cannot create value-based indicators in a report with attributes only. If the report is based on an absolute time period. Position-Based Indicators Position-based indicators display metric values from specific rows or columns of a report. when the time period changes. 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. You can create a value-based indicator to display the sales of Business and Technical books only. You can create value-based indicators on a report with hidden metrics. Leisure. and Technical. If the report is based on a relative time period. you can only display data for the original time period. Data Analyzer displays the current data in the indicator. Business. you can use a position-based indicator to display the sales of five top selling grocery items. a sales report has four attribute values. Romance. the indicator might not display any data. You can create value-based indicators on non-contiguous or contiguous cells of a report. you select attribute or metric values representing a range of rows or columns. For example. for the Books attribute. you must display current data in the indicator.

Data Analyzer displays two containers to which you can add an indicator. A table indicator lets you see report data in table format. Table indicators can also include attribute values. ♦ Displaying Indicators on Dashboards When you create an indicator. Overview 275 . A table indicator can be value based or position based. other users can add the indicator to their personal or public dashboards.properties file. Data Analyzer updates the indicator every time the schedule for the report runs. Gauges. You cannot set animation on indicators for real-time reports because these indictors are animated by definition. You can save an indicator as personal if you have read permission on the report. Animation for Indicators You can set up animation to refresh indicators for on-demand and cached reports. When you create an indicator for an on-demand report.pollingIntervalSeconds property in the DataAnalyzer. Data Analyzer refreshes animated indicators based on a polling interval. A gauge indicator lets you see if a metric value is within an acceptable range. You can specify one of the following types of user access for it: ♦ Public. Data Analyzer updates the indicator every time you open the dashboard. if your personal dashboard consists of two containers. Data Analyzer refreshes the indicator with cached data from the last scheduled update of the report. you can add it to your personal dashboard. you can select the container on the dashboard where you want to display the indicator. You can create a table indicator for multiple metric values in the report. On the dashboard. If you specify the user access for the indicator as public. only you can add the indicator to your personal dashboard. For example. Data Analyzer runs the report every polling interval and refreshes the indicator with the updated data. ♦ User Access for Indicators When you create an indicator. Personal. You can save an indicator as public if you have write permission on the report. You can create a chart indicator for multiple metric values in the report. The polling interval is the time period from one refresh to another. Depending on your personal dashboard layout. A gauge indicator is always value based. When you add an indicator to your personal dashboard. If you specify the user access for the indicator as personal. The system administrator can change the default polling interval for indicators with animation by editing the Indicator. You can also manually refresh indicators for on-demand or cached reports to display updated data. For cached reports.Display Images for Indicators You can display indicators as the following images: ♦ ♦ Charts. You can also add indicators to a dashboard when you create the dashboard. Tables. A chart indicator can be value based or position based. you can see Data Analyzer updating the indicator as the data gets updated in the repository. you can specify whether you want other users to access the indicator. The default polling interval is 300 seconds. When you create an indicator for a cached report. When you create an indicator for a real-time report. A chart indicator lets you see report data in chart format. Data Analyzer displays the appropriate number of containers to which you can add the indicator. When you set up animation on an indicator for an on-demand report. You create a gauge indicator for a single metric value in the report. Data Analyzer updates the indicator in real time.

You can limit a table indicator to a specific number of rows and columns or let it grow dynamically with the report. Data Analyzer uses the format for the first of the selected metrics to display the chart indicator axes. You can also create chart and table indicators for reports with metrics only. Gauge indicators display numeric values with precision up to 15 digits to the right of the decimal point. You can also choose the size for the chart indicator. when you display the chart indicator based on row data. If you create a table indicator for a report that performs a Count or Sum calculation on the report rows. As in a report chart.Working with Chart and Table Indicators You can create chart and table indicators for multiple values in a report. the indicator provides that calculation for both the indicator rows and all of the report rows. You can create chart indicators for all types of charts provided by Data Analyzer. Data Analyzer displays the metric value for that attribute. When you create a chart indicator. Indicator with Sum Calculation Sum of Rows in Indicator 276 Chapter 22: Working with Indicators . Chart Indicators A chart indicator lets you see report data in a graph format on a dashboard. You can display the chart indicator based on report table row data or report table column data. You can create a chart indicator that displays report data on the map. the values in the table or chart indicator might not be the same as those in the report table and report chart. You can enter the width and height that you want to use for an indicator. As a report gains attributes and metric values. As a result. A custom chart indicator is based on the size you define for the indicator. Data Analyzer plots the data to match the columns in the report. When you have a layout-dependent metric calculation in a report table. You can create multiple chart and table indicators for each report. you can choose to show or hide grid lines and legends in the chart indicator. Data Analyzer increases the number of rows or columns in the indicator to accommodate these new values. A large indicator is twice as large as a small indicator. Data Analyzer recalculates the values for the layout-dependent metric calculation. If you create a table or chart indicator using some of the attribute values. You can compare the indicator calculation to the Count or Sum calculation for the entire report. Table indicators display numeric values with precision up to 30 digits to the right of the decimal point. Data Analyzer plots the data to match the rows in the report. Use all the features available for charts to create chart indicators. Figure 22-2 shows an indicator for a report with a sum calculation: Figure 22-2. if you hold the pointer over an attribute in the map. Data Analyzer displays the same calculated values in the report charts as in the report table. Data Analyzer does not recalculate values in a report chart. You can create chart and table indicators for reports with one or more attributes. Data Analyzer displays a Width and Height text box. When you create a chart indicator using two or more metrics. When you display the chart indicator based on column data. In the chart indicator. Table Indicators A table indicator lets you see report data in a table format on a dashboard. When you select custom.

In reports with sectional report tables. if you select all the row or column attributes. limit the indicator to 100 rows and columns. If the report contains multiple pages. display the report. Tip: To decrease the time it takes for Data Analyzer to display a table indicator. Indicators button -orRight-click the selected values. If you set the State filter to California. one for the State attribute and one for the City attribute.The calculations include only the indicator values. If you do not select any values in the report table. Click the Indicators button. and click Create Indicator. You can create indicators for the entire report. Display the report on the Analyze tab. Working with Chart and Table Indicators 277 . To create the indicator for the entire report. you select multiple metric values. If you create a table indicator based on sorted data in the report table. Data Analyzer selects all the metric values in the report. In a cross tabular report table. you must choose them from one section of the report. To view these calculations for the entire report. Shift-click to select a contiguous range of values. Creating a Chart or Table Indicator You can create chart or table indicators on the Analyze tab. you can customize the way the indicator appears. Data Analyzer displays sorted data in the indicator. click metric or attribute values for a value-based indicator. When you select metric values for an indicator. 2. Data Analyzer displays all rows and columns of the report on the dashboard. you can later select metric values from the Indicators tab. On the dashboard. do not select the values in the report table. In a cross tabular report table. you can create chart or table indicators for individual sections only. To select values in the report table. Data Analyzer applies the filter before refreshing the indicator data on the dashboard. If a report uses progressive filtering. For example. if you sort the metric values in one column. you can display it on a dashboard. To create a chart or table indicator: 1. When you create an indicator for the entire report. the City filter displays only California cities. Data Analyzer displays sorted data even for indicators that you create for other columns. 3. When you create a chart or table indicator. After you create an indicator. you can select values from the Indicators tab. You can create indicators on reports that use progressive filtering. a report has two filters. Ctrl-click to select a non-contiguous range of values. Click metric values for a position-based indicator.

the first 45 characters display for a small indicator and the first 25 characters display for a large indicator. you can change the selected metric values. Chart or Table Indicator Options Property This Indicator is Based on Description Select the type of indicator: . Maximum length is 255 characters. This name displays in the Indicators area on the Analyze tab. Select the display type of the indicator: . Users can search for an indicator based on its description. For reports with time setting. Indicator type. The description displays below the indicator name on the View tab. Chart Type list. select the chart type from the chart type list.Position Data Analyzer displays the metrics or attributes that the indicator tracks.Chart Default is Chart. you can select the metric values. Click to display advanced chart indicator options. Name Indicator Description Select Indicator Type 278 Chapter 22: Working with Indicators . When you display the indicator on a dashboard. If you selected values in step 2. Data Analyzer also displays the time attributes. 4. Table 22-1 lists the chart or table options you can define: Table 22-1.Table . Maximum length is 255 characters. Click Update to update the indicator with the selected values. If you select Chart.Values . Enter chart or table indicator options.The Create Indicator page appears. Enter the name of the indicator. Description for the indicator. If you did not select values for the indicator in step 2.

Select from the following options: .Public . You can select indicator animation for indicators for on-demand or cached reports.Table 22-1. Chart or Table Indicator Options Property Data Series Along Description Data for the chart indicator display.Custom If you select Custom.Off .Small .Keep Selected Time Period Default is Track Current Time Period. You can display the chart indicator based on report table row data or report table column data.Track Current Time Period . Data Analyzer does not display legends in the chart. Default is Large. Indicator Animation When Time Unit Advances Indicator Size Working with Chart and Table Indicators 279 . Size of a chart indicator.Large . Time period tracking. This property appears for value-based indicators in reports with time settings. Select from the following options: . 5.On Default is Off. This property appears if you have write permission on the report. Select from the following options: . Select from the following options: . You cannot track current time period if the report has Hour by Hour granularity. Click More Options to configure additional chart or table indicator options. Automatic refresh of the indicator. This property appears for chart indicators. enter the width and height (in pixels) for the indicator. Select from the following options: . Chart or Table Indicator Additional Options Property Set Indicator As Description User access to the indicator. Add Indicator to the Following Containers on My Personal Dashboard Note: You can also add the indicator to your personal dashboard.Personal Default is Public. Select the containers to which you want to add the indicator. 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. Table 22-2 lists the additional chart or table indicator options you can define: Table 22-2.Table Rows .Table Columns Default is Table Columns.

Select from the following options for cross tabular report tables: . the indicator in the Preview Indicator window displays all selected values. The indicator name displays in the Indicators task area on the Analyze tab. Set State of Indicator on Filtered Dashboards 6. the default is Show All Table Columns in Indicator. The size of the chart or table on this window is the same as the one that appears on your personal dashboard.Limit Indicator to (n) Rows. To configure chart indicators. you can select attribute values for the indicator. Data Analyzer does not apply dashboard filters on the indicator. Data Analyzer applies dashboard filters on the indicator. . Selecting Values for an Indicator in a Report with Multiple Pages In a report with multiple pages. . click Preview. To preview the indicator. If you select all column attribute values when you create the Indicator. you can select the value from the Indicators tab. The Preview Indicator window displays the chart or table indicator. click Advanced Indicator Options.Limit Indicator to (n) Columns. enter a chart title in the Main field. Select from the following options: . 7. and update the indicator. 8. To close the Preview Indicator window. 280 Chapter 22: Working with Indicators . Chart or Table Indicator Additional Options Property Limit Indicator Size Description Maximum number of table rows or columns to display in the indicator. the chart title appears below the indicator name. For more information about the chart indicator settings.Update Indicator Data Based on Filter Selection. see Table 19-1 on page 233. The Advanced Indicator Options window appears. the default is Show All Table Rows in Indicator. if you want to select values that lie in separate pages. you can use a global variable as value. 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.Show All Table Rows in Indicator.Retain Current Indicator Data. Indicator behavior for dashboard filters. Data Analyzer does not display labels that might have overlapped in the chart indicator. Select from the following options for tabular report tables: . Go to step 4.Table 22-2.Show All Table Columns in Indicator. If there is not enough data to plot in the chart. Data Analyzer displays the message No data to be displayed on the Preview Indicator window. Optionally. Click OK. the default is Limit Indicator to (n) Rows and Limit Indicator to (n) Columns. 9. If you delete an attribute from report on which the indicator was created. If you select all row attribute values when you create the Indicator. click Close. Default is Update Indicator Data Based on Filter Selection. Data Analyzer displays an error message. Selecting Values for a Value-Based Indicator To create a value-based indicator. If the report has multiple pages and if you selected attribute values from more than one page. On the dashboard. Select any other settings that you want to use for the indicator. If you select (n) number of attribute values when you create the indicator or if you create the indicator for the entire report. This property appears for position-based indicators. . When you select attribute values for a value-based indicator.

and click Search. Working with Chart and Table Indicators 281 . From the This Indicator is Based On list. Data Analyzer displays all column attribute values in the indicator. 5. Enter an attribute value for the indicator. Click OK. click Manually Enter a Value. The Choose Attribute Values window appears. 3. The Select Rows window appears. Click Select Positions. Select an attribute for the indicator. or Specific Row. To select values for a position-based indicator in a report with multiple pages: 1. -orSelect Global Variable as Value. Select a row option for the rows you want to show in the indicator. click Select Global Variable as Value. Tip: Use the wildcards asterisk (*) or percent (%) in the search. Data Analyzer displays the selected row numbers on the Indicators tab. Range. Bottom. 2. Click Add. 8. Both wildcards characters represent one or more characters. To select values from the list of available values. 6. To create additional groups. 4. To manually enter an attribute value. repeat steps 4 to 6. select Values to create a value-based indicator. For more information. If you do not want to display all column attributes in the indicator. You can also use partial names in the search. To search for an attribute value. Click the Indicator tab. 2. 3. click Show All Values. The selected attribute values display in the Indicator Summary task area. enter row numbers for the selected row option. Select the attribute values. Select values for the attribute by choosing one of the following options: Select Attribute Values. If you select Top.To select values for a value-based indicator in a report with multiple pages: 1. click Select Attribute Values. From the This Indicator is Based On list. and click OK. 7. In a report with a cross tabular report table. Selecting Values for a Position-Based Indicator You can select rows for a position-based indicator. see Table 22-2 on page 279. 5. 6. The Select Values window appears. select Position to create a position-based indicator. Click OK. Click the Indicator tab. Data Analyzer displays the selected attribute values on the Indicators tab. To display all attribute values. and click OK. To use a global variable as a value. Click Select Values. -orManually Enter a Value. enter the attribute value in the text box. you can limit the indicator size. 4.

you must have read permission on the report. you can view any chart or table indicators in the report. In the Indicators task area. You can add your personal indicators or any public indicators to your personal dashboard. To modify a public chart or table indicator. 2. 2. 4. To change the metric or attribute values for the indicator. You can add the chart or table indicator to your personal dashboard. The Edit Indicator page appears. To delete a chart or table indicator: 1. click the indicator name. click the indicator name. Data Analyzer deletes the indicator from those dashboards. and click Update in the Indicators tab. 3.Modifying a Chart or Table Indicator When you modify a chart or table indicator. If you only have read permission on a report. In the Indicators task area. For more information about chart or table indicator display options. 3. Modify the indicator. Deleting a Chart or Table Indicator You can delete a chart or table indicator from a report. 5. To delete a public chart or table indicator. To preview the indicator. click the indicator name. Adding a Chart or Table Indicator to a Personal Dashboard You can add a chart or table indicator to your personal dashboard. see Table 22-1 on page 278. Click Delete. you must have read permission on the report. select the new values in the report table. When you delete a chart or table indicator. Data Analyzer updates it on all dashboards that contain this indicator. you must have read permission on the report. If you change the type of the indicator from value-based to position-based. The Preview Indicator window displays the updated chart or table indicator. 6. Data Analyzer permanently deletes it from the repository. To modify a personal chart or table indicator. Display the report on the Analyze tab. 2. you must have write permission on the report. Display the report where you want to edit a chart or table indicator on the Analyze tab. Display the report where you want to delete a chart or table indicator on the Analyze tab. you might need to select the values for the indicator again. In the Indicators task area. 282 Chapter 22: Working with Indicators . If the indicator appears on any personal or public dashboards. To modify a chart or table indicator: 1. You cannot modify the chart or table indicator. The Edit Indicator page appears. click Preview. To delete a personal chart or table indicator. Data Analyzer deletes the indicator from the report and all dashboards. you must have write permission on the report. To add a chart or table indicator to your personal dashboard. Click OK. To add a chart or table indicator to your personal dashboard: 1.

These text labels help you identify the performance of the metric value. you can read the text label to quickly identify the performance of the sales for Boys Apparel. It consists of a range of values and a needle showing the current metric value.The Edit Indicator page appears. select the containers where you want to add the indicator. any date attributes display in the date format specified in the report. and movies online. you can specify up to six value ranges. Flat. Gauge indicators are always value based. You can specify “poor”. or poor. When you create the gauge indicator. The color code provides a visual cue about the performance of the metric value. After you create the gauge indicator and add it to your personal dashboard. Gauge indicators display numeric values with precision up to 15 digits to the right of the decimal point. Sales for business books were slow last quarter. you can use it to track the metric value. acceptable. You can create a gauge indicator to monitor the revenue metric value for business books. “acceptable. These values must be positive and in ascending order. your organization sells books. or poor. Working with Gauge Indicators Use a gauge indicator to monitor a specific metric value in a report. Display Types of Gauge Indicators You can create the following display types of gauge indicators: ♦ Circular. you specify value ranges for the metric value you want to display in the indicator. A flat gauge is a line representing a range of values. Data Analyzer adds the indicator to the selected containers on your personal dashboard. electronics. yellow. You must enter numeric values that correspond to the values in the report table. For example. You can create flat gauge indicators for on-demand. You can add multiple gauge indicators to a public or personal dashboard for each report. or red colors for the ranges. You can create circular gauge indicators for on-demand. acceptable. similar to a speedometer. you set a range for the metric value.” and “good” as the text labels for the range of values for the gauge indicator. 3. After you specify the value ranges. and real-time reports. you set a color code for each range. You have a report that displays revenue for each group in each division of your organization. and you want to monitor revenue for the business books group. Text Labels for Value Ranges When you create a gauge indicator. cached. The color code classifies the range of values as good. In the Add Indicator to the Following Containers on My Personal Dashboard field. 4. and real-time reports. you want to create a gauge to monitor sales for all products in the Boys Apparel category. In the gauge indicator. cached. The color code classifies the range of values as good. When you create the indicator. you can specify text labels for each range of values. ♦ Working with Gauge Indicators 283 . A circular gauge is a dial. A needle shows the current metric value. The gauge indicator lets you determine if the metric value is within an acceptable range. When you display this indicator on a dashboard. When you create a gauge indicator. Value Ranges You create gauge indicators for single metric values. You can select shades of green. For example. Click OK.

2. Click the Indicators button. the middle dot indicates acceptable range. In the report table. and real-time reports. a red down arrow for a negative change. An arrow to the right of the metric value indicates the change in the metric value. or a yellow horizontal line for no change. This change compares the current metric value with the value prior to when the report was last updated. If you select red as the high value. The color of the arrow depends on the high value you select. click the metric value for the indicator. Figure 22-3 shows the different types of gauge indicators on a dashboard: Figure 22-3. the arrow appears as a red up arrow for a positive change. The color of the dot depends on the color code you select for high values. A trend indicator is similar to a scatter chart. or a yellow horizontal line for no change. ♦ Trend. 3. The top dot indicates poor range. 284 Chapter 22: Working with Indicators . 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. Data Analyzer highlights the selected metric value. Creating a Gauge Indicator You can create gauge indicators from the Analyze tab. and click Create Indicator. the arrow appears as a green up arrow for a positive change. To create a gauge indicator: 1. 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. -orRight-click the selected metric value.♦ Digital. You can create digital gauge indicators for on-demand. The three dots to the left of the numeric value indicate the range for the metric value. If you select green as the high value. You can create trend gauge indicators for real-time reports only. a green down arrow for a negative change. Display the report where you want to create the gauge indicator on the Analyze tab. cached. A digital gauge displays the numeric value of the metric. and the bottom dot indicates good range.

You can enter the numeric values in the standard format of your language. Select colors for each range.Flat . and click Update in the Indicators tab. Enter gauge indicator options. 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 Working with Gauge Indicators 285 . Data Analyzer saves the numeric values in the standard format of your language. The description appears below the indicator name on the View tab. Users can search for an indicator based on its description. Gauge Indicator Options Property This is an Indicator for Description Select the metric value for the indicator. Specify value ranges for the gauge indicator. Choose one of the following types of gauge indicator: .Trend (for real-time reports only) Default is Circular. Specify text labels to describe each range. yellow for medium values. Indicators button. if your language is French. You cannot change the value of this field on the Indicators tab. Description for the indicator. The ranges must be in ascending order. Maximum length is 255 characters. select the cell for the new metric value in the report table. Default colors are red for low values. Click to change the number of bands.Digital .The Create Gauge page appears. Select the containers to which you want to add the indicator. If you do not add formatting characters. By default.Circular . For example. Table 22-3 lists the gauge indicator options you can define: Table 22-3. You can specify up to six ranges by selecting the number of bands from the Show Bands list. This name appears in the Indicators area on the Analyze tab. Name the gauge indicator. Maximum length is 255 characters. 4. you can use comma as the decimal symbol. To change the metric value for the indicator. you can specify three ranges for the metric value. and green for high values.

Default is Update Indicator Data Based on Filter Selection. In the Indicators task area. 286 Chapter 22: Working with Indicators . To change the metric value for the indicator. Size of the gauge indicator. click Preview. This property appears for reports with time settings.Update Indicator Data Based on Filter Selection. You can select from the following options: . When Time Unit Advances Indicator Animation Indicator Size Set State of Indicator on Filtered Dashboards 6. select the cell for the new metric value in the report table. This property appears if you have write permission on the report. 2.Public . To modify a gauge indicator: 1. A large indicator is twice as wide as a small indicator. To close the Preview Indicator window.Large . The gauge indicator name appears in the Indicators task area on the Analyze tab. 5. You cannot track current time period if the report has Hour by Hour granularity. 3. Click OK. Table 22-4 lists the additional gauge indicator options you can define: Table 22-4.Off . You can select indicator animation for indicators for on-demand or cached reports. Select from the following options: . click the gauge indicator name. Select from the following options: . Select from the following options: . To preview the indicator.Track Current Time Period . Indicator behavior for dashboard filters. Modifying a Gauge Indicator You can modify gauge indicators.Small Default is Large. Select from the following options: . Click More Options to configure additional gauge indicator options. Data Analyzer does not apply dashboard filters on the indicator. Display the report where you want to modify a gauge indicator on the Analyze tab. and click Update. The size of the gauge on this window is the same as the one that displays a dashboard. Time period tracking. Data Analyzer applies dashboard filters on the indicator. The height of the indicator is always fixed. The Edit Gauge page appears. Gauge Indicator Additional Options Property Set Indicator As Description User access to the indicator. click Close. Automatic refresh of the indicator. .Personal Default is Public.On Default is Off. Data Analyzer updates it on all dashboards that contain the indicator. When you modify a gauge indicator.Keep Selected Time Period Default is Track Current Time Period. The Preview Indicator window displays the gauge indicator.Retain Current Indicator Data.Note: You can also add the indicator to your personal dashboard. 7.

click the gauge indicator name. click Close. To close the Preview Indicator window. To delete a gauge indicator: 1. click the gauge indicator name. and Indicators option to On. 3. Click OK. The Edit Gauge page appears. To add a gauge indicator to your personal dashboard: 1. In the Indicators task area. Troubleshooting 287 . 4. On the Internet Explorer browser. 6. To view interactive gauge and chart indicators on the Mozilla Firefox or Internet Explorer browser. The Preview Indicator window displays the updated gauge indicator. click Preview. Click Delete. To delete a public gauge indicator. For more information about the options for a gauge indicator. Adding a Gauge Indicator to Your Personal Dashboard You can add a gauge indicator for a cached report to your personal dashboard. In the Add Indicator to the Following Containers on My Personal Dashboard field. Troubleshooting Data Analyzer does not display interactive gauge and chart indicators. 2. Data Analyzer deletes the gauge indicator from all personal and public dashboards. 2. Data Analyzer deletes the gauge indicator from the report and all dashboards. Enable Active X controls for the Internet Explorer browser.4. If the gauge indicator appears on any personal or public dashboards.0. you need to set the Interactive Charts. 3. 5. Deleting a Gauge Indicator You can delete gauge indicators from reports. Display the report where you want to delete a gauge indicator on the Analyze tab. you must have write permission on the report. To delete a personal gauge indicator. you also need to complete the following tasks to view interactive gauge and chart indicators: ♦ ♦ Install Adobe SVG Viewer 3. When you delete a gauge indicator. you must have read permission on the report. In the Indicators task area. To preview the gauge indicator. Display the report on the Analyze tab. Modify the indicator. You can add your personal indicators or public indicators to your personal dashboard. select the containers where you want to add the indicator. see Table 22-3 on page 285. The Edit Gauge page appears. Click OK. Data Analyzer permanently deletes it from the repository. Graphs.

288 Chapter 22: Working with Indicators . you can create a personal indicator. If you want to prevent other users from viewing the indicator. To set an indicator to a specific size. Recreate your indicator from the available data. 2. You cannot set additional access permissions for the indicator. Data Analyzer verifies access permissions when a user opens the report associated with the indicator. If you only have read permission on the report. If you believe you should have write permission on a particular report. restart the Internet Explorer browser.jsp files. You cannot set data restrictions against users that might access the indicator. and then refresh the indicator on the dashboard. The area of the report that the indicator monitors no longer contains data or is no longer available to you. Click Delete. select Folder Options. Data Analyzer displays blank images even though the Interactive Charts option is set to On and Adobe SVG Viewer is installed. delete the extension mapping for . Data Analyzer does not maintain an aspect ratio for indicators with a custom size. 3.jsp extensions mapping: 1. When I view the indicator on the dashboard. it does not look symmetric. To create a public indicator without sensitive data.When I display charts or chart indicators on the Internet Explorer browser. Open Windows Explorer. You must have write permission on a report to create a public indicator. limit read and write permissions on the report. Save the report. 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. 6. I cannot set access permissions for an indicator. I cannot set data restrictions for an indicator. 5. Select the file extension mapping for . save the indicator as personal. From the Tools menu.jsp file from the Registered File Types list. Data Analyzer does not let me create a public indicator. Click Yes. Data Analyzer verifies data restrictions against the report owner. To remove the . 4. My table or chart indicator displays data only for the last row or column in the report. After you delete the extension mapping for . ensure that the height and width ratio is appropriate so the indicator does not look distorted. create a report filter for that data before you create the indicator. contact the Data Analyzer system administrator. Click File Types. If you own the report and want to share an indicator with a few other users. I am using custom size for my indicators.jsp files. You can save the indicator as a personal indicator to prevent other users from accessing the data.

294 Overview By default. 289 Accessing Your Alerts. 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 289 . you can view and modify alerts. 293 Registering a Pager for Alert Delivery. From the Alerts menu.CHAPTER 23 Managing Alerts and Alert Delivery This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. Data Analyzer displays all report alerts on the Alerts tab. the Alerts menu appears. 290 Registering an Email Address for Alert Delivery. When you click the arrow icon on the Alerts tab. Figure 23-1 shows the Alerts menu on the Alerts Tab: Figure 23-1.

When an active alert triggers. 290 Chapter 23: Managing Alerts and Alert Delivery . you receive the alert notification. Viewing the Alerts From the Alerts tab. When you view your alerts on the Alerts tab. 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 view or modify your alert notifications. you indicate to Data Analyzer that you have seen the notification. You can suspend the delivery of alerts to registered alert devices during certain hours of the day or for an indefinite period of time. and alert delivery options. alert rules.When you register an email address or pager as an alert delivery device. or report update alert rules as the subject for the query. it never appears on the Alerts tab. On the Alerts tab. or acknowledge. you can read. You can also suspend alerts to alert delivery devices for specific times. the icon on the Alerts tab appears in red. When you read an alert notification. When you create a query. When you hold the pointer over the icon. An alert rule defines the conditions under which Data Analyzer triggers the alert. Data Analyzer displays a list of criteria that you can choose from to refine the subject. Data Analyzer displays the number of unread alerts. data alert rules. you can run the query to display the results. You can select triggered alerts. an alert notification. Depending on the subject. If you do not have any unread notifications the icon on the Alerts tab appears in white. After you delete an alert notification. such as midnight to 5 AM. You can also delete alert notifications from the Alerts tab. alert rules. you can create a query to search for alert notifications and rules. you select a subject and criteria for the query. and alert delivery options. You can also suspend alerts to alert delivery devices for an indefinite period of time. After you create the query. Table 23-1 lists the subject and criteria you can select for a query to search for alerts: Table 23-1. Data Analyzer sends you alert notifications when you get report update or data alerts. you can save it as your default query. Data Analyzer sends alert notifications to active devices. you can set the state of the device as active or inactive. Create a query allows to search for items based on specific criteria. Accessing Your Alerts The Alerts tab lists your alert notifications. Data Analyzer displays all unread alert notifications. If you have any unread notifications.

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. Alert Summary Remove button Mark as Read button Alert summary The Alert Notification icons display to the left of the alert notifications. 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. Figure 23-2 shows alerts on the Alerts tab: Figure 23-2. the alert summary displays the name of the report that triggered the alert. For a report update alert. For data alerts. Accessing Your Alerts 291 . View the alert summary to get details of the alert without opening the associated report.Data Analyzer sorts the alert notifications in the order received with the most recent notification at the top.

Click the Go button. 7. To view the report that triggered an alert notification. 2. Click All. 4. 4. To delete an alert notification. click Set as Default. click Save as Default. To save a query as the default query. To view or edit the alert rules on the Alerts tab: 1. double-click the alert notification. You can specify the state of an alert as active or inactive. click the Remove button for the rule. and select New. When you delete an alert rule. The first time you log in. To deactivate an alert. and select a criteria for the query. To delete a data alert rule. and click the Remove button.To view the alerts: 1. Viewing or Editing the Alert Rules You can edit your alert rules in the Alerts tab. An inactive alert remains in the repository. The Data Alert window appears. select the alert notification. To activate the alert. 6. You can also delete an alert rule. clear Active for the alert rule. Go button To display unread alerts only. and click the Mark as Read button. Click the Alerts tab. An active alert sends a notification when triggered. select Active. and select a criteria for the query. you permanently remove it from the repository. but does not send any notifications. To view or edit a data alert rule. To read an alert notification. Click the Go button. 7. 5. Data Analyzer displays a query to show new (unread) triggered alerts. select the alert notification. The report appears on the Analyze tab. The report appears on the Analyze tab. 5. create a query to show unread alerts. 292 Chapter 23: Managing Alerts and Alert Delivery . click the Edit Alert Rule link. Click the Go button. The first time you log in. To save a query as the default query. Select Report Update Alert Rules as the subject of the query. Create a query to show data alert rules. click the alert notification. To view the report associated with an alert rule. Select Data Alert Rules as the subject of the query. Data Analyzer displays a query to show new (unread) triggered alerts. double-click the alert rule. Query for displaying the alerts 2. 3. 6. 3. Click the Alerts tab. -orCreate a query to show report update alert rules. You cannot delete a report update alert rule. To view alert summary information for any alert.

you can view or modify the alert delivery devices you have registered with Data Analyzer. If the language for your user account is English (United States). For all other languages. You can list multiple email addresses where you want to receive alerts. When you select the hours to suspend alert delivery. To activate the device.You cannot edit a report update alert rule. Click OK. Data Analyzer uses the primary email address as the default email address for alert delivery. You can suspend alert delivery for the following: ♦ Indefinite periods of time. Data Analyzer continues to send all alert notifications to your dashboard. 4. select Delivery Options. You can use this feature to block out hours when you do not want to be disturbed. you might register your work email address to receive alerts at your desk. To view or modify your alert deliver y options: 1. If your email address is configured as an alert delivery device. Data Analyzer lists the hours in your selected time format. For example. ♦ Specific hours of day. Data Analyzer lists the hours in the 24-hour time format. From the Alerts menu. select the check box for the device name. Registering an Email Address for Alert Delivery 293 . You can temporarily suspend the delivery of alerts to registered alert delivery devices. Data Analyzer displays your alert delivery options. Click the Alerts tab. The Alerts menu appears. click Change or Add Delivery Devices. Data Analyzer continues to send alert notifications to your email address as well. You might use this option when you are on vacation. select Do Not Send Alerts to My Email. 3. You can suspend alerts to all alert delivery devices for an indefinite period of time. in the Special Settings task area. To suspend alert delivery indefinitely. On the Set Up Devices for Alerts page. Viewing or Modifying the Alert Delivery Options From the Alerts tab. Registering an Email Address for Alert Delivery You can have your alert notifications sent to an email address. 8. If you have a primary email address. You can select a different time zone for your user account than the time zone for the Data Analyzer server. Click OK to save delivery options. clear the check box for the device name. you can select a 12-hour (AM/PM) or 24-hour time format from the Manage Account tab. To modify a device or add other devices. modify the device. The Data Analyzer system administrator assigns you a primary email address when creating your personal profile. Data Analyzer sets the time according to your time zone. You can suspend alerts to all alert delivery devices during specific hours of the day. 2. You can also register a wireless email address to receive email alerts on your phone or pager. 5. To deactivate an alert delivery device. 6. Data Analyzer continues to send all alert notifications to your dashboard.

properties file. 3. Enter a name for the email device. Registering a Pager for Alert Delivery You can have your alerts sent to a pager as a text message. You can change the From address by modifying the alert. Click the Alerts tab. the following message appears on the Add Email page: Because you don't have a primary email address. To register a pager as an alert delivery device: 1.If you do not have a primary email address and want to create one. If you do not have a primary email address. enter an email address that includes a domain. From the Alerts menu. If you use an SMTP mail server. the address you enter below will become your primary email address. enter: alert. For example. From the Alerts menu. Data Analyzer displays the Set Up Devices for Alerts page with all available devices. Modifying the From Email Address for Alerts When you receive alerts to an email address. 2. Enter and confirm the email address. Select Email Address from Add a Delivery Option. or if you want to update your primary email address. 294 Chapter 23: Managing Alerts and Alert Delivery .fromaddress=myalerts@mycompany. 2.fromaddress property in the DataAnalyzer. Data Analyzer adds this email address as your primary email address to your personal profile. Note: To receive alert notifications on an email address. if you want Data Analyzer to send alert email with the From address myalerts@mycompany. 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. select Device Setup. the Data Analyzer system administrator must configure a Data Analyzer mail server. 6. The Add Email page appears. 5. select Device Setup. the default From address is alert@informatica. you receive alerts to your email address with the From address alerts@informatica. 4. The Alerts menu appears. Click the Alerts tab. If you do not have a primary email address and you register an email address as an alert delivery device.com. you might not be able to receive alerts. Note: To use a pager as an alert delivery device. the Data Analyzer system administrator must configure SMS/Text Messaging. Click Add. you can modify your personal profile. You can modify this address with your corporate domain. The Alerts menu appears. To register an email address as an alert delivery device: 1.com.com If you do not include a domain in the email address.com. By default. You might register a pager with Data Analyzer to receive alerts when you are in meetings or out of the office.

The Add Pager page appears. If you want to test the pager number. or sent through a wireless email address. The pager appears on the Set Up Devices for Alerts page. Choose to have alerts sent by your carrier. Click Add. Enter the area code and pager number of your pager. 6. Data Analyzer sends a page to the registered pager. 5. the pager is active as a delivery device. Registering a Pager for Alert Delivery 295 . Select a country from the list of countries. Select Text Pager from Add a Delivery Option. 7. Click OK. 8. Enter a name for the pager. clear the Active check box. 10. You can skip this step if the Data Analyzer server is in the same country as your pager. By default. 3. 4.The Set Up Devices for Alerts page appears. 9. 11. To deactivate the pager. click Test.

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and delete report alert rules. You can set data alerts for on-demand. There are two types of report alerts: ♦ ♦ Report update alerts. These include your email address.CHAPTER 24 Setting Up Report Alerts This chapter includes the following topics: ♦ ♦ ♦ Overview. An alert rule specifies the conditions under which the alert triggers. When you set a report alert. Note: Composite reports do not display on the Analyze tab and cannot contain alerts. The Alerts task area of the Analyze tab lists all alerts associated with a report. you specify the state of an alert as active or inactive. A report update alert allows you to receive a notification when a cached report updates. and fax. However. you receive all alert notifications on the Alerts tab. 297 Working with Data Alerts. Data alerts. A report updates when Data Analyzer refreshes the report data from the data warehouse. cached. but does not send any notifications. By default. you can create alerts for any subreport included in a composite report. Working with Report Update Alerts You can set report update alerts for cached reports. When you open the subreport on the Analyze tab. An inactive alert remains in the repository. For a user who also subscribes to the individual report. An active alert sends a notification when triggered. you must register them with Data Analyzer. Use the Analyze tab to create. To receive alert notifications on these alert delivery devices. Use a report update alert to receive a notification when Data Analyzer updates a cached report. You can also receive alert notifications on other alert delivery devices. and real-time reports. Use a data alert to receive a notification when a specific metric value reaches a threshold. these alerts appear on the user’s dashboard according to the notification schedule. 299 Overview Use report alerts to receive notifications about critical data in your reports. pager. the alerts display. 297 Working with Report Update Alerts. When the alert triggers. 297 . modify. you receive a notification.

Activate or deactivate a report update alert from the Alerts tab. the state of a report update alert is inactive.Report update alerts allow you to monitor updates to reports. click Make Alert Inactive. After you activate a report update alert. click Make Alert Active. By default. From the Alerts task area. you can set a report update alert to receive a notification every time a report updates. 2. You can change the state of the alert from inactive to active. A red dot marks an inactive alert on the Analyze tab. right-click Report Update Alert. For example. Data Analyzer creates a report update alert rule for each cached report. You can complete the following tasks when working with report update alerts: ♦ ♦ ♦ Activate or deactivate a report update alert from the Analyze tab. Display the report on the Analyze tab. a green dot marks the alert on the Analyze tab. You can also activate or deactivate an alert from the Alerts tab. 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. -orTo deactivate the alert. To activate or deactivate a report update alert: 1. 298 Chapter 24: Setting Up Report Alerts . View an alert notification on the Alerts tab and other alert delivery devices you might have registered. When you deactivate a report update alert. The report update alert rule also appears on the Alerts tab. the alert remains in the repository. A red dot marks an inactive alert on the Analyze tab. but does not send any notifications. A shortcut menu appears. Activating or Deactivating a Report Update Alert You can activate a report update alert on the Analyze tab. You can deactivate a report update alert by changing its state to inactive. You cannot delete a report update alert rule from the repository. To activate the alert.

Figure 24-1 shows a notification for a data alert on the Alerts tab: Figure 24-1. Note: For alerts in on-demand reports. Working with Data Alerts 299 . When the metric value reaches the threshold. you can select the report schedule as the alert schedule or choose from a list of predefined alert schedules. or real-time report. you create an alert rule.If you activate the alert. When you create a data alert. For cached reports. The alert schedule determines when Data Analyzer checks the alert rule against report data. When you set an alert on an entire metric column. The system administrator configures the message streams for real-time reports. when the report updates. Data Analyzer sends an alert notification when any metric value in the column reaches the threshold. you can set a data alert to monitor the revenue metric value for business books. on-demand. You can also set data alerts on any calculated numeric value in the report table. you receive a notification on the Alerts tab. Data Analyzer creates alert schedules based on the report schedule. Data alerts allow you to monitor metric values in a report. Notification for a report update alert Working with Data Alerts You can set a data alert to track a metric value in a cached. You can set an alert schedule that runs less frequently than the report schedule. you do not need to select a schedule. or runs the alert. you can select an alert schedule from any of the predefined schedules. For alerts in real-time reports. Data Analyzer runs these alerts in real time as it receives data in the message streams for the reports. 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. you specify an alert schedule. To set a data alert. you receive a notification. This rule specifies that you receive a notification when a rule condition about the metric value is met. For example.

you can choose from monthly and quarterly alert schedules.Table 24-1 shows the predefined alert schedules available depending on the frequency of the schedule of a cached report: Table 24-1. if a report updates on a weekly basis. 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. bi-weekly. quarterly Bi-weekly Monthly. quarterly Monthly Quarterly or less frequently Quarterly No available alert schedules For example. Available Alert Schedules Frequency of Report Schedule Every Minute. 300 Chapter 24: Setting Up Report Alerts . Daily Weekly. quarterly Weekly Bi-weekly. weekly. monthly. Hourly Types of Alert Schedules Available Daily. monthly. monthly. bi-weekly.

When you change the type of a report from on-demand to cached. If the report updates on an event-based schedule. After Data Analyzer checks the alert rule against report data and if the alert rule is true. When you create a self-referential alert rule. you can select the report schedule as the alert schedule. Self-referential alert rules allow you to compare the metric value against itself. Data Alert Rules When you create an alert rule for a data alert. Available Alert Schedules for a Report that Updates on a Weekly Basis Available alert schedules Report schedule For cached reports. Normal alert rules allow you to compare the metric value against any threshold value. Data Analyzer uses the current metric value as the reference value. Working with Data Alerts 301 . You create self-referential alert rules for cached and on-demand reports only.Figure 24-2 shows the alert schedules available for a report that updates on a weekly basis: Figure 24-2. There are two types of alert rules: normal and selfreferential. Data Analyzer triggers the alert and sends you a notification. the predefined alert schedules are available if the report updates on a time-based schedule. The current metric value is the reference value in the alert rule. you specify the following components of the alert rule: ♦ ♦ ♦ Metric Value Operator Operand An alert rule specifies the conditions that trigger the alert. Data Analyzer selects the report schedule as the schedule for alerts you had created in the report. by default.

Metric. You can also set alerts for calculations in the report. if a report contains the sum of all values in a column. You can monitor if a metric value falls below a reference value in a cached or an on-demand report. Rises By. any date attributes display in the date format specified in the report. Data Analyzer does not trigger the alert rule. you can set an alert on the column sum. Enter a value in the standard numeric format of your locale. Operands for Data Alert Rules The operand is a value that Data Analyzer uses to determine if the alert rule is true. Example of a Self-Referential Alert Rule Data Analyzer updates the reference value each time the alert triggers. Metric Value for Data Alert Rules Each metric value in a report is defined by the associated attribute values. Allows you to monitor if a metric value rises above a threshold or fall below another threshold. A metric value is also called an item in the report table. Less Than or Equal to. 302 Chapter 24: Setting Up Report Alerts . You will not receive any notification for such an alert. Falls By. Allows you to create a self-referential alert rule. There are four types of operands: ♦ ♦ Numeric Value. This operand is available if the report has two or more metrics. The types of operands you can use in a data alert rule vary depending on the operator you select. Operators for Data Alert Rules The operator defines the condition for the alert rule. Allows you to monitor if a metric value reaches a threshold. Allows you to monitor if a metric value falls below a threshold. For example. You can select from the following operators: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Equals. Allows you to monitor if a metric value exceeds a threshold. Allows you to create a self-referential alert rule. In the alert rule. Note: If you create an alert rule for a data alert in which either the metric value or the operand value is null. Any specified numeric value. Allows you to monitor if a metric value is within a threshold range. Allows you to create a self-referential alert rule. Another metric in the report. You can monitor if a metric value rises above or falls below a reference value in a cached or an on-demand report.Figure 24-3 shows a self-referential alert rule: Figure 24-3. Is Between. Greater Than or Equal to. You can monitor if a metric value rises above a reference value in a cached or an on-demand report. Rises or Falls By. Rises Above or Falls Below.

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. you can select a Numeric Value as the operand.00 Current revenue fell by 5000.♦ Percentage of Metric.611. Percentage of Self. it compares the current revenue value against the specified numeric value.719. If you select the Rises Above or Falls Below or Is Between operator. If you select Metric or Percentage of Metric as the operand. This operand is available if the report has two or more metrics. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.611.00 or more to 20000.000 or falls below $40. This operand is available when you create selfreferential alert rules. see “Viewing or Editing the Alert Rules” on page 292. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2. Modify a data alert from the Analyze tab.00 or more to 13. Working with Data Alerts 303 .00 Current revenue rises or falls by $10. the alert triggers and you get a notification. When Data Analyzer runs the alert.00 or more to 20000. If the current revenue is less than or equal to the specified numeric value. Delete a data alert from the Analyze tab.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.00 Current revenue rose by 10. Percentage of another metric in the report. Percentage of the current metric value.00 or more to 13. this operand is available if the report has three or more metrics.719. 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. the attribute values for the operand metric are the same as that of the metric value for the alert rule.00 Current revenue fell by 10. For more information. to create an alert rule that notifies you when the revenue of business books falls below a certain threshold. Modify or delete a data alert from the Alerts tab. ♦ For example.000 Current revenue rises or falls by 15% Revenue rises above $60. View an alert notification on the Alerts tab and other alert devices you might have registered.000 and $60.

An active alert sends a notification when triggered. A green dot marks an active alert on the Analyze tab. You can also view data alert rules from the Alerts tab. You can specify one of the following types of user access for the alert: ♦ Public. To set a data alert: 1. If you specify the user access for the alert as personal. -or- 304 Chapter 24: Setting Up Report Alerts . Display the report on the Analyze tab. Selected metric value Alert button -orTo set the alert on a metric column or row. If you add an attribute or a metric to a report. ♦ You can associate the alert with a department or category to organize your alerts. A red dot marks an inactive alert on the Analyze tab. You can mark the state of the alert as active or inactive. other users who subscribe to the report can receive notifications for the alert. click the metric name in the report table. 3. These users can activate the alert rule to receive the alert notifications. Users who are manually subscribed to the report receive the alert notifications by default. or delete an attribute or a metric from a report. You can save an alert as personal if you have read permission on the report.Setting a Data Alert You can set data alerts for a report from the Analyze tab. which specifies the conditions under which the alert triggers. After you set the data alert. The data alert includes a data alert rule. Data Analyzer highlights the entire column or row. only you receive notifications for the alert. An inactive alert remains in the repository. 2. click the metric value for the alert. To set the alert on a metric value. Data Analyzer invalidates any alerts on those attributes or metrics. Data Analyzer highlights the selected metric value. If you specify the user access for the alert as public. the alert name appears in the Alerts area of the Analyze tab. 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. The Data Analyzer system administrator creates these departments and categories. you can organize sales-related alerts in the Sales department or revenue-related alerts in the Revenue category. you can specify whether you want other users to receive alert notifications. When you set a data alert. You can change an inactive alert to an active alert or an active alert to an inactive alert. Click the Alert button. Personal. You can save an alert as public if you have write permission on the report. For example. but does not send any notifications.

In the Name This Alert field enter a name for the alert. Select Operand Type button Working with Data Alerts 305 . select an operand type for the alert rule. A metric value is defined by the associated attribute values. select an operator for the alert rule. Maximum length is 255 characters. the Data Alert window displays a data entry field or a list of values. the Select Operand Type list displays the valid operand types. 6. and click Set Alert. 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. 5. Data Analyzer displays the Alerts tab.Right-click the selected metric value. Once you select an operator. the Data Alert window displays the Select Operand Type list. Select Operator list Metric value for the alert rule The Alerts tab displays the metric value for the alert rule. From the Select Operand Type list. 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. Depending on the operator you select. Depending on the operand type you select. The alert name appears in the Alerts area of the Analyze tab. From the Select Operator list.

If you select Public. This message appears in the Alerts area (normal mode) of your personal dashboard. Enter or select the value for the operand. For on-demand reports. This field appears if you have write permission on the report. Schedule for checking the alert rule against report data. You can also edit the data alert on the Alerts tab. By default.7. or state of the alert. Set Alert State Set Alert Delivery Options More Options Specify Category Specify Department Set Alert Schedule Select Alert Rule as Public or Personal 9. By default. You do not need to select a schedule.Inactive Default is Active. Then Make it Inactive. When you edit an alert.Run Alert Rule. Data Analyzer checks the alert rule against report data according to a specified alert schedule. click the Select Operand Type button. but these alerts do not trigger any notifications. Category for the alert. The data alert rule appears on the Alerts tab. If you select this option.Public .Run Alert on the Report Schedule. If you register other alert delivery devices with Data Analyzer. . If you change the state of the alert from inactive to active. Data Analyzer stores inactive alerts in the repository.Active . 8. For cached reports. The data alert name appears in the Alerts task area of the Analyze tab.Personal Default is Personal. Click to display additional options. you can select an alert schedule from the Run Alert Rule list. For real-time reports. rule. you can edit a data alert. Editing a Data Alert From the Analyze tab. you can change the name. State of the alert. When the metric value reaches the specified threshold value. If you change the state of the alert from active to inactive. User access for the alert. It also appears on any other alert device that you might have registered. You can choose to deactivate the alert. Option to select additional alert delivery devices. a green dot marks the alert in the Alerts task area of the Analyze tab. Select an alert schedule from the Alert Schedule list. 306 Chapter 24: Setting Up Report Alerts . Enter the following information: Property Author Alert Message Description Alert notification message. To receive one notification from this alert and then deactivate the alert. To view the Select Operand Type list. you receive all alert notifications on the Alerts tab. If you select this option. Data Analyzer checks the alert rule against report data every time the report updates. Default is Run Alert on the Report Schedule. schedule. Data Analyzer runs the alert rule when it gets a new message stream for the report. Maximum length is 255 characters. you can select to receive alert notifications on those devices. you can set the state of a public alert. you receive a notification on the Alerts tab and any other selected alert delivery device. Select from the following options: . public alerts are active. Click OK. select Trigger This Alert Once. a red dot marks the alert in the Alerts task area of the Analyze tab. You receive this message when the alert triggers. select from the following options: . notification message. You can select from the following options: . Department for the alert.

click the alert you want to modify. You can also delete a data alert on the Alerts tab. From the Alerts task area. Make the necessary changes. Deleting a Data Alert From the Analyze tab. Display the report on the Analyze tab.To edit a data alert: 1. Click OK. Click Delete. 3. The Alerts tab displays the alert details. click the alert to delete. -orRight-click the alert name. When you delete a data alert. you permanently delete the alert from the repository. Open the report on the Analyze tab. 3. you can delete a data alert. The Alerts tab displays the alert details. To delete a data alert: 1. Data Analyzer deletes the alert from the report. From the Alerts task area. 4. 2. Working with Data Alerts 307 . 2.

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The password can be between 1 and 80 characters long. The Manage Account tab appears. Click Manage Account. Note: Password changes are propagated to PowerCenter Security Framework. Click Apply. To change your password: 1. 5.CHAPTER 25 Managing Account Information This chapter includes the following topics: ♦ ♦ ♦ ♦ Changing Your Password. You can change the password for your user account. Editing General Preferences The general preference options let you customize the Data Analyzer interface. retype your new password. 4. 312 Changing Your Password The system administrator may assign a password when creating your user account. 3. In the Confirm Password field. 2. 309 Editing General Preferences. Data Analyzer saves the new password for your user account. You can change the following general preference options for your user account: ♦ ♦ Greeting Font size 309 . Enter your new password. 309 Editing Report Preferences. 311 Editing Your Personal Profile. Enter your old password.

Click OK. 310 Chapter 25: Managing Account Information . zoom.0 and enable Active X controls on the browser. you must also install Adobe SVG Viewer 3. If you select On and you are using the Mozilla Firefox browser. You do not want to display charts as interactive charts. Time zone changes affect only alert times in your user account. you can zoom on the indicator or chart graphic. After setting the option. 3.Off. and indicators Language Time zone Time format (for U. You want Data Analyzer to display charts as interactive charts. The General Preferences task area appears in edit mode. In the General Preferences task area. Display language for your user account.24 Hours Default is 24 Hours. chart indicators. Font Size Interactive Charts. If the display language for your user account is English (United States). Display font used by your user account. Default is 10. Graphs. For all other languages. Data Analyzer uses this font size for all text fields. you can display the time portion of dates in a 12-hour (AM/PM) or a 24-hour clock. Default is Off. you can enter the hours for suspending alert delivery in your user account time. If you select On and you are using the Internet Explorer browser. Default time zone is (PST) Pacific Standard Time. 2. you do not need to complete additional tasks. It also determines the hours for suspending alert delivery. In an interactive chart or indicator. select from the following options: . Limit the greeting to 40 characters to maintain the look and feel of the header. You can view details about the indicator or each section of a chart by holding the pointer on the graphic. graphs. Click Manage Account. Displays interactive report charts so you can drill down. Viewing Interactive Charts and Indicators You can display interactive report charts. Los Angeles. The time format option for your user account. If the display language for your user account is English (United States). the time portion of dates always display in a 24-hour clock. date. Select one of the following options: . The language you select determines the numeric. Select a font between 10 and 18 points.S.12 Hours . Data Analyzer continues to log event and update schedules according to server time.♦ ♦ ♦ ♦ Interactive charts. Default greeting is blank. click Edit. . You can also drill into a chart and select sections of the chart.On. and Indicators Language Time Zone Time Format 4. and time formats for your user account. The time format option determines the format for the time portion of dates. You can set this option if your user account is in a different time zone from the Data Analyzer server. The character limit for the greeting field is 255 characters. Time zone for your user account. and select sections of the chart. Enter the following information: Field Greeting Description Greeting text that appears at the upper right corner of the Data Analyzer browser window. English) To edit general preferences: 1. and gauge indicators.

You can edit the following report preferences for your user account: ♦ ♦ ♦ Default report view. Graphs. 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. Data Analyzer supports zooming on the indicator or chart graphic for the Internet Explorer browser only. Allows you to change the display format for date attributes in reports. the attribute appears based on the predefined value. When you enter a pattern. Editing Report Preferences The report preferences options let you customize the display for the reports that you use. you must use valid date format letters. enable Active X controls for the browser. To set the Interactive Charts. Timestamp format. the attribute appears in reports based on your selection. you can also specify date and time formats on the Layout and Setup page of the Create Report Wizard. Allows you to change the display format for timestamp attributes in all reports. if you want date attributes to display in the following format: Sep/10/2004 Editing Report Preferences 311 . install Adobe SVG Viewer 3. Graphs. select Enable. In the Data Analyzer browser. If the system administrator defined the attribute using User Locale as the property value. The Data Analyzer system administrator defines attributes in a dimension table. click Edit. Date attributes contain a date value. you do not need to install Adobe SVG Viewer or enable Active X controls for the browser. Timestamp attributes contain a date and time value. complete the following tasks: ♦ ♦ Set the Interactive Charts. For example. In the Internet Explorer browser. To view interactive report charts and indicators. For an attribute that you add to a report. Attributes that you add to reports on the Analyze tab or the Create Report Wizard. the selected format applies only if the attribute was defined using User Locale as the date format or time format property. ♦ If you are using the Mozilla Firefox browser.Note: You can view interactive charts and indicators on the Internet Explorer and Mozilla Firefox browsers. For each date and time attribute you add to the report on the Analyze tab or the Create Report Wizard.0. click the Refresh button and continue working with the report chart. Allows you to select the default tab on which Data Analyzer opens a report from the Find tab. If the system administrator defined the attribute using another property value. and Indicators option. and Indicators option to On. you can either select from one of the available options or enter a pattern for the date or timestamp format. Data Analyzer prompts you to download and install the program. Under Run ActiveX Controls or Plug-ins. In the General Preferences task area. Download and install the program to the local drive. The format you select on the Layout and Setup page overrides the format you select on the Manage Account tab. However. If you do not have Adobe SVG Viewer. If you are using the Internet Explorer browser. If you are using the Internet Explorer browser. click Manage Account. Date format. Entering a Date or Timestamp Pattern When you edit the date format or timestamp format. click Tools > Internet Options > Security > Custom Level in the browser.

The Report Preferences task area appears in edit mode. Click OK. Select from the following options: . Enter the following information: Field Default Report View Description Default tab where Data Analyzer opens a report from the Find tab. Default is Formatted. click Edit. Reports open on the View tab. colon (:). . In the Report Preferences task area. The system administrator can change the default to Analytic by editing the report. Reports open on the Analyze tab. For example.Enter Pattern. Select from the following options: . and spaces as formatting characters in the pattern. . Editing Your Personal Profile A personal profile consists of the following information: ♦ ♦ ♦ 312 First name Middle name Last name Chapter 25: Managing Account Information . 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. Display format for timestamp attributes in reports.Choose from an available format. For a list of date format letters you can use for the pattern.Analytic. For a list of supported date format letters. see “Date Format Strings” on page 326. To enter numbers in the date or timestamp format. to display date attributes in the 4/12/2007 format. Select from the following options: . see “Date Format Strings” on page 326. Click Manage Account. 2. Display format for date attributes in reports. 3.userReportDisplayMode property in the DataAnalyzer. enclose the numbers within single quotes. Date Format Timestamp Format To enter a pattern for the Date Format or Timestamp Format. Default is M/d/yy. select or enter a format.Formatted.Enter Pattern. .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 (/).Choose from an available format. enter the following pattern: ‘04’/’12’/’2007’ or ‘2007/04/12’ Steps for Editing Report Preferences To edit report preferences: 1.properties file. 4.

You can edit your personal profile. Your primary email address. Reply-To Address 4. If you enter an email address in the Email Address field. Click Manage Account. If you enter an email address in the Reply-To Address field but leave the Email Address field blank. click Edit. Data Analyzer updates your user account with the new information. Editing Your Personal Profile 313 . 3. the reply goes to your reply-to address.♦ ♦ ♦ Title Email address Reply-to address The Data Analyzer system administrator can create a personal profile for each user. In the Personal Profile task area. When you email a report and the recipient replies to your email. You can enter a different address than your email address. 2. Enter the following information: Field First Name Middle Name Last Name Title Email Address Description Your first name. Titles do not affect roles or Data Analyzer privileges. Click OK. To edit your personal profile: 1. Your reply-to email address. When you edit your personal profile. Your middle name. Data Analyzer uses the primary email address as your default alert delivery device. you can add or update the primary email address and the reply-to email address for your user account. Data Analyzer uses the reply-to address as your primary email address. The Personal Profile task area appears in edit mode. Data Analyzer uses the reply-to email address as the From email address when you email reports from the Analyze tab. but leave the ReplyTo Address field blank. Your last name. Your function within your enterprise or within Data Analyzer. Data Analyzer uses the email address as your reply-to address. Data Analyzer sends alert notifications to this email address.

314 Chapter 25: Managing Account Information .

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 . 318 Fiscal Calendar.APPENDIX A Data Analyzer Accessibility This appendix includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Overview. 316 Menus. 316 Combo Boxes and List Boxes. 316 Find Tab. 319 Common Calendar. 317 Table Layout Tab in the Create Report Wizard. 315 General Navigation. 318 Report Table on the Analyze Tab. 319 Overview You can use the keyboard to access all areas of Data Analyzer.

Use this shortcut. select or clear the check box that has focus. Close a submenu.. or check box. Select or clear a check box that has focus. 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. buttons. and check boxes in the Data Analyzer interface.. button. icon.. Table A-2 lists the keyboard shortcuts for Data Analyzer menus: Table A-2. up arrow. Menu Navigation To complete the following task.. Go to the start of the Data Analyzer tabs (left of the Alerts tab).General Navigation Use the Tab key to navigate through tabs. Enter. 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. Navigate to the next tab. Use this shortcut. or icon that has focus. button. field. field. Select the menu item that has focus and close the menu.. button. Navigate the menu items. Select the tab. Select a radio button within a group of radio buttons aligned vertically. Go to the end of the Data Analyzer tabs (right of the Manage Account tab). 316 Appendix A: Data Analyzer Accessibility . icon. fields. The other items in the check box group remain unchanged and the menu remains open. Close a menu. or check box. Table A-1 lists the keyboard shortcuts for general navigation through the Data Analyzer interface: Table A-1. Open a submenu. If the menu item is a check box. icons. General Navigation To complete the following task. Open a menu that has focus.... 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. Select a radio button within a group of radio buttons aligned horizontally. Navigate to the previous tab.

Up and down arrows Right arrow Left arrow Tab Up and down arrows Shift+Tab Find Tab 317 .... Navigate from the Results task area to the Folders task area. Select the combo box item that has focus and close the combo box. Alt+down arrow Up and down arrows Enter Shift+F8 to enter multiple selection mode.. Use this shortcut..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. Navigate the list box items on the Internet Explorer browser. Navigate the folders in the Folders task area.. Select a report. Select the list box item that has focus or clear the currently selected list box item. Navigate to the Results task area to select an item in an open folder. Ctrl+up arrow and Ctrl+down arrow Space Navigate the list box items on the Mozilla Firefox browser.. Find Tab To navigate the content folders on the Find tab. Navigate the combo box items. Up and down arrows to navigate. Navigation of the Content Folders To complete the following task. Close a folder. or public dashboard in the Results task area. Table A-4 lists the keyboard shortcuts for the Find tab: Table A-4.. Open a combo box that has focus. Use this shortcut. shared document. Combo Box and List Box Navigation To complete the following task. Open a folder. use the Tab key to navigate to and give focus to the Folders task area.

to create a cross tabular report table in the following figure.. You can then use the keyboard to select metric cells. Select the column header for the current selected cell.. row headers. you can complete data level tasks to customize report data.. and press Enter. Select a block of metric cells. Select a metric cell. 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 318 Appendix A: Data Analyzer Accessibility . Report Table Navigation To complete the following task. Clear the selection of a row header.. Use the Tab key to navigate to and give focus to the Table Layout tab. or column headers in the report table. Select the row header for the current selected cell. Tab to the appropriate button for the metric or attribute you want to move. After you make a selection in the report table. For example. use the Tab key to navigate to and give focus to the report table. Table A-5 lists the keyboard shortcuts for the report table on the Analyze tab: Table A-5. Report Table on the Analyze Tab On the Analyze tab. 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. Clear the selection of a column header.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. You can select only a single row or column header using the keyboard. Use this shortcut. Select a non-contiguous group of metric cells.

Common Calendar Navigation To complete the following task. Fiscal Calendar Navigation To complete the following task. Navigate to the year selection area.. Open a calendar that has focus. Save and close the calendar. Navigate the buttons in the year selection area. 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.. Enter.. Enter. Use this shortcut. up arrow. Navigate to the year and month selection area. Use this shortcut.. Navigate the cells in the quarter and month selection area. Navigate the cells in the day selection area. Select the current cell or clear the currently selected cell in the quarter and month selection area.. 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. 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. Decrease or increase the year in the year selection area.. Select the current cell in the day selection area and close the calendar..Fiscal Calendar Use the Tab key to navigate to and give focus to the arrow icon for a fiscal calendar. Open a fiscal calendar that has focus.. or down arrow Arrow keys Enter Shift+Tab Fiscal Calendar 319 . up arrow.

.. or down arrow Up and down arrows Enter Esc 320 Appendix A: Data Analyzer Accessibility . Decrease or increase the month in the year and month selection area. Decrease or increase the year in the year and month selection area. Select the current year in the year selection menu and close the menu. up arrow. Navigate the years in the year selection menu. Open the year selection menu that has focus..Table A-7.. Save and close the calendar. Use this shortcut. Navigate the buttons and year selection menu in the year and month selection area. Tab Enter on the previous or next month/year buttons Shift+Enter on the previous or next month/year buttons Enter. Common Calendar Navigation To complete the following task.

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. 323 Operators. Although Data Analyzer provides syntax validation. clarify which to use with the folder name and a pipe.APPENDIX B Expression Syntax This appendix includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. 324 Dates. 326 Overview When you write an expression. use the correct syntax and write a valid mathematical expression. then the product: (6*(4+8)) ABS({Profit}) 321 . 322 Constants. you must enter valid values in the expression. 321 Function Syntax. Surround arguments in parentheses as follows: function(argument) When using a metric or attribute. Use parentheses to define the order of execution. as follows: {folder_name|metric_name} Note: Unnecessary use of the pipe may produce unexpected results. also use curly brackets: function({metric_name}) Syntax Rule {Sales} {Sales|Sales} To find the sum. Data Analyzer evaluates the innermost set of parentheses before proceeding to the next.

.. Expression Syntax Syntax Rule When you pass an optional argument to a function. argument y . the function returns NULL. in the following custom metric expression: Avg(Sale Price) if any of the sale price values is NULL. an argument takes any of the following values: 322 Appendix B: Expression Syntax . argument2 .. by default. Syntax Rule For the AmorDegrC function.{Product Price} and the value of Product Price is NULL. Data Analyzer does not support nested statistical functions. do not enter the square brackets. if you pass a null value. argument x.. For example if a custom metric has the expression: ({Sale Price} . For example. the expression returns NULL.. NULL is not equivalent to a blank or empty string (for character columns) or zero (for numerical columns). Data Analyzer uses the following syntax for a function in an expression: function name(argument1.) You can also pass optional arguments to many functions. Nulls NULL indicates that a value is either unknown or undefined. argument2 .. For aggregate functions. If you pass an entire row or column of null values. you must also pass the DayCountBasis argument. Null Values in the Context Argument You can pass the Context argument to certain functions to set a scope for the function. If the Context evaluates to NULL for all rows or columns for a metric or attribute. the function does not select the row or column. Depending on the function.({Sale Price} * . The exceptions to this rule are the CountAll and CountUnique functions. The following functions are not supported: STDEV(ABS({Sales Qty})) VAR(ROUND({Sales Qty}. Data Analyzer ignores that value when calculating the average sale price. For most functions. null handling depends on the function being used.2)) Functions not supported: SUM(ABS({Sales Qty})) MEDIAN(ROUND({Profit})) Do not nest functions within aggregate functions. Function Syntax A function manipulates values that you pass to it and returns a result. If any metric used in the expression has a null value. you must also pass any other optional arguments that occur ahead of it in the function syntax. Null Handling in Functions If you use a function in the expression. Optional arguments display within square brackets ([ ]) in the syntax: function name(argument1. the value of the custom metric is NULL. the function returns a NULL. If a value of the Context argument evaluates to NULL. the function returns NULL. The values you pass to a function are known as arguments.Table B-1. if you pass the CurrencyDecimals argument.]) When you enter the function in the expression text box. which return zero.[. Data Analyzer ignores null values.25)) .

When you point and click instead of manually entering the expression. The Context argument is a special type of argument that sets the scope for a function. You want to calculate the natural logarithm of the depreciation of the asset in each year. The value of PI is equal to 3. 175. PI is a real number that is used in many mathematical calculations. you have an expression that returns the straight-line depreciation of an asset for one year.14159265359. Constants 323 . To minimize syntax errors. and the life of the asset is 8 years: SLn(1000. The value of E is equal to 2.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument. For example. the following expression returns 0. use the point-and-click method to enter expressions.000. When you use the point-and-click method to add a function to the expression.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. it does not return the cumulative binomial distribution. 8)*E ♦ PI. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. the function returns the cumulative binomial distribution. Note: Constants are not case sensitive. You can replace the argument names with the values you want to pass to the function. you can use TRUE or FALSE as the value of the Cumulative argument. Use the following expression where the cost of the asset is $1. salvage value is $175. Constants Use the following constants anywhere in an expression: ♦ E. Use the E constant to calculate the natural logarithm of a numeric value. For example. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. such as brackets and pipes. E is a mathematical constant that is the base of the natural logarithm. Data Analyzer displays the names of the required arguments in the expression. If Cumulative is TRUE. in the BinomDist function. Data Analyzer supplies any necessary additional characters. You can also enter values for any optional argument you want to pass to the function.718281828459. Otherwise. For example.

<> ! & | Meaning Parentheses Unary plus and minus Power Multiplication. Meaning Unary plus. ^ *. >= =. % +. depending on how you nest the operations. <=. Operators in Expressions Operator () +. >. If you write an expression that includes multiple operators. less than or equal to.Operators Data Analyzer supports the use of multiple operators and the use of operators within nested expressions. Arithmetic operators Comparison operators Logical operators Data Analyzer evaluates operators in the order they appear in the following table. <. modulus Addition. unary minus. used when specifying conditions Logical OR operator. Unary minus indicates a negative value. It evaluates operators in an expression with equal precedence to all operators from left to right. division.2 * 8 returns different values: Equation 8+5-2*8 8 + (5 . the equation 8 + 5 . not equal to Logical NOT operator Logical AND operator. When expressions contain parentheses. greater than. For example. Unary plus indicates a positive value. Operations in the innermost parentheses are evaluated first. 324 Appendix B: Expression Syntax . Data Analyzer evaluates the expression in the following order: 1. you can use in expressions: Table B-3. 3. subtraction Less than. /. 2. in order of precedence. used when specifying conditions You can also use operators within nested expressions. greater than or equal to Equal to. Table B-3 lists the arithmetic operators. Table B-2 lists the precedence for all operators: Table B-2. Arithmetic Operators in Expressions Operator +. Data Analyzer evaluates operations inside parentheses before operations outside parentheses.2) * 8 Return Value -3 32 Arithmetic Operators Use arithmetic operators to perform mathematical calculations on numeric data.

modulus. Meaning Power. if an expression evaluates to TRUE. the operands must be the same datatype. % +. the ! operator returns FALSE. To concatenate strings. For example.Table B-3. division. 13 % 2 = 1 because 13 divided by 2 equals 6 with a remainder of 1. Logical Operators Use logical operators to manipulate numeric data. and NULL for NULL. Logical Operators in Expressions Operator ! Equivalent SQL Operator NOT Meaning Negates result of an expression. multiplication. all of the operands in the expression must be numeric.4 > “123” is not valid because the expression compares a numeric value with a string. The addition operator (+) does not concatenate strings. A modulus is the remainder after dividing two integers. Table B-5 lists the logical operators you can use in expressions: Table B-5. Expressions that return a numeric value evaluate to TRUE for non-zero values. /. the result is NULL. The expressions 123. For example. the expression 1 + “1” is not valid because it adds an integer to a string.4 > 123 and “a” <> “b” are valid because the operands are the same datatype. use the date functions. 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. subtraction. To perform arithmetic on date values. For example. When you use arithmetic operators in an expression. the expression 123. Arithmetic Operators in Expressions Operator ^. If you perform arithmetic on a null value. *. Addition. If you compare a value to a null value. For example. FALSE for zero. use the Concat function. the function returns NULL. The expression 1.23 + 4 / 2 is valid because all of the operands are numeric. manipulate data. and return a TRUE (1) or FALSE (0) value. Note: Data Analyzer provides Date and Time functions that let you perform arithmetic on date/time values. Table B-4 lists the comparison operators you can use in expressions: Table B-4. If an expression evaluates to FALSE. Comparison Operators Use comparison operators to compare character or numeric strings. Operators 325 . the ! operator returns TRUE.

and AddToDate. "6/15/2004". 326 Appendix B: Expression Syntax . DateValue("6/15/2004"). as specified in Java. extract one part of a date. Today. In addition to Date and Time functions. or perform arithmetic on a date. Use date format strings to convert input dates into other date formats. A date attribute contains date values that are recognized by Data Analyzer functions. The following expression is an example of a function that takes date arguments. Logical Operators in Expressions Operator & | Equivalent SQL Operator AND OR Meaning Joins two conditions and returns TRUE if both conditions evaluate to TRUE. Data Analyzer recognizes leap years and accepts any date in the Gregorian calendar. {End Date}) ♦ Enter a date by using another function that generates a date.Table B-5. As a value for a date argument. EndOfMonth. or compare dates. 100) You cannot directly enter a date string as the value for a date argument. NextDate. 95. Returns FALSE if one condition is not true. 100) Calendar Data Analyzer supports dates in the Gregorian calendar system only. Begin Date and End Date are date attributes: ElapsedDays({Begin Date}. Date Format Strings The date format string defines the structure of a date. For example. 95. For example. you can pass a date in one of the following ways: ♦ Pass a date attribute. The expression uses the DateValue function to enter dates for the Disc function: Disc(DateValue("4/1/2004"). other functions also take dates as arguments. With the Date and Time functions you can round. the following expression is invalid: Disc("4/1/2004". Returns FALSE if both conditions are not true. financial functions AccrInt and AccrIntM take date arguments. truncate. You must enter a date format string using certain date format letters. Expressions that combine a null value with a Boolean expression produce results that are ANSI-compliant. Functions that generate a date are Date. DateValue. You do not need to manipulate the date attribute values before passing them to a function. Date format strings are case sensitive and must be enclosed within quotation marks. Dates expressed in a different calendar system are not supported. For example. Connects two conditions and returns TRUE if any condition evaluates to TRUE. Date format strings used in Data Analyzer functions are derived from the Java programming language. The following expression is an example of a function that takes date arguments. 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.

yy returns 04. the following expression returns the string “2003-Jan-13 AD”: DateString(date(2003. For example. Day number in year. For example. yyyy returns 2004. otherwise. Day number in month. Hour number in AM or PM (1 to 12). H and HH return 16. Use the DateFormat argument to pass a date string in a format that is unrecognized by the function. hh returns 4. MMMM returns August. EE. z returns PMT. D returns 233. Millisecond portion of date. The DateValue function creates a date when you provide a date string value. EEEE returns Friday. Second portion of date. 2003 AD: DateValue("13/January/2003 AD". the following expression returns the date for 13th day of January. returned as text. you might see incorrect data in your report. MMM returns Aug. d returns 20. Year portion of date. For example. a returns PM. Use the DateFormat argument to provide the function information about the date you are passing. Date Format Letters in Data Analyzer Functions Format Letter G y M Description Era designator. returned as text. MM returns 08. S returns 000. Day of week. 2004 4:35 PM GMT Table B-6. and EEE return Fri. if you use “mm” instead of “MM” to specify the month portion of a date. Week number in month. Use the DateFormat argument to pass the date format string to the following functions: ♦ DateString. Data Analyzer interprets the month as a number. Week number in year. returned as text.Using Date Format Strings in Functions You can pass the DateFormat argument to certain functions. “yyyy-MMM-dd G”) ♦ DateValue. Data Analyzer interprets the month as text. E. M returns 8. W returns 3. Time zone. Hour of day (0 to 23). "dd/MMMM/yyyy G") Date Format Letters Use the date format letters to specify a date format string. Examples G returns AD. You must use the correct case for the format letters you use in your expressions. The value of the DateFormat argument is a casesensitive date format string that defines the structure of a date. AM or PM marker. ss returns 00. You can also use the date format letters to change how date and timestamp attributes display in your reports. The DateString function creates a string when you provide date and format values. w W D d E a H h m s S z Dates 327 . 13). where zero is 12 AM (midnight). Minute number in hour. Month portion of date. hh returns 04. w returns 34. 01. m and mm returns 35. The examples in the table are based on the following date: August 20. Table B-6 lists the date format letters you can use to specify a part of a date. Data Analyzer does not validate the case of the format letters you use in an expression. If the number of letters is 3 or more. s returns 0.

328 Appendix B: Expression Syntax .

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 .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 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 .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.

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 .

142 data restrictions icon described 14 DataAnalyzer. 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. 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. 208. 217 customizing personal dashboard 24 report charts 225 custom layouts 46 editing 24 emailing 254 exporting data 148.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.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 .

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 .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. 265 to Microsoft Excel 263 using Excel template 263. 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.

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 .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.

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 .GroupBySuppression. 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.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.

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 .

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 . 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.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.

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 .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.

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.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. 36 overview of report-level tasks 167. 110 rows configuring for each page 108 draw data series along table rows 229 running reports 152 Index 339 . 252 flagging 35 hiding metadata and data actions 107 indicators for multi-page report 281 invalid characters for Report Name field 164. 249. 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. 169 message for empty reports 108 metadata 14 metrics only 55 modifying attributes 193 modifying metrics 193 moving within folders 35. 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.

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. 142 security profiles description 124. 142 user-based 124. 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 .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.

208.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. 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 .

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 .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.

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