NEMO Analyzer

Quick Guide

.........3 3..........2 Treeview control........8 3...6 3..................... 15 Hyperlinks ....... 15 Charts................................4 3.......is ................................3.........................................2..............................................................9 4...............1 2....................... 4 2...................................................3.......7 3...................................................................................................................................................................... 9 Printing ..............3......................................................2 2.............................................................................................................................................. 8 Plug-in Manager ...............3.......... Appendix – List and Explanation of NAV Reports in NEMO Analyzer ......................3..................................................3..................................... 9 3...................................................................................nemo...................................................................................................................... 11 3......................................................................................2.Contents Logging in....2 2................................................................................. 14 Add column ................... 2................... 8 Geocode customers ........................................................1 2......................................................................................................1 3.........................................3............ Licence Key .......................................5 3.............................................................3..................1 Ribbon – "Main" tab ..........................2........... 8 Enter new licence key ................................................. 17 1 NEMO Analyzer Quick Guide | www........................................................................................ 10 Comparison account .................... 10 Financial analysis ........................ 8 2................ 12 Pivot table settings ........................ 12 Field settings...................................................................................................................................1..................................... 2 1.......................................1 3.........................................................3..2 3...........2............1.......................................1 The Analysis ribbon in general ........................................................... 14 Grid options ribbon ............................................................................................................2 2...............................................3...3 Pivot tables .....3.....2 3................................................. 9 3..............................................................................................................................................1 3......................................................................................................................................5 3..........3 3..................................... 5 Change saved views and layout changes .............. 12 Pivot table functions ribbon ...... 7 Application menu ......................3 3................. 11 KPIs ....................................3................... 11 Drill down ................................................................................1..........................................................4 3................................................................ 10 Treeview functions ribbon.......................................................................................................................................................... 6 2............................2....... 5 System settings and access control ................................................. 16 3........................... Analyses ..............................................3 Sidebar . 3 Main Menu ............................................................................................................................................... 13 Save layout changes and settings ............................. 12 Pivot table areas .................................

nemo. the Maritech Login Form window opens as below: Enter the name of the SQL server. select the name of the database and the company to connect to from the drop-down lists. The best way to find which server Navision is using is to open Database Information in Navision and copy the "Server name" text from there into "Server name" here.Logging in When you start NEMO Analyzer. Next. NEMO Analyzer Course | www.is 2 .

nemo.is . Once you have received the key.1. paste the whole key by pressing Ctrl-V while the caret is in the first input box. you can click the "Apply for a Demo key" button. The first person to install the system within a company must have SQL server system administrator permissions. Licence Key If NEMO Analyzer cannot find a valid licence for the company when it is opened. 3 NEMO Analyzer Quick Guide | www. the Licence Key window will open: If you do not have a key. which will open your default post application containing all the necessary information. Send the e-mail unchanged and wait a short while for Maritech to send the licence key.

is 4 . NEMO Analyzer Course | www. and shortcuts which are always available. such as Exit. output from Reporting Services (SSRS) and saved views on OLAP cubes. Application Menu can also be found here. Main Menu The main menu is divided into two sections:  The ribbon Each available function is shown here.nemo. favourites.  Sidebar This contains a list of all standard analyses. It contains less frequently used functions. New tabs will be added to the ribbon as new windows are opened. plug-ins. allowing you to change the language.2. connect to another NAV company or obtain a list of open windows.

Press Esc to exit Edit mode. This means that if you know that a colleague has added a view to a OLAP cube. then you are in Edit mode.nemo.2. To remove a line.1.1 Change saved views and layout changes Use this option to change the names of save views or to delete them. If you can’t select the minus sign.1 Ribbon – "Main" tab List of open windows Change saved views of OLAP cube and saved layouts of base reports Choose layout Change language Change settings and access Connect to another NAV company Close active window To save space.is . click on the minus sign on the control bar at the bottom of the window. the system reloads all lists. "Edit Layouts" allows you to add saved layouts to Favourites or remove them and change privacy settings. 5 NEMO Analyzer Quick Guide | www. you only need open "Edit OLAP Views" then close it again. 2. The system will load the new view. right click on a tab label and select "Minimise the ribbon". When this window is closed. The OLAP window allows you to change the name of the server to connect to should anything have been moved.

while the first part changes according to the company.2. you can have the system use the accounting year when selecting period shortcuts in the reports that have that functionality.2.1. 2. use a picture that is not more than 50 pixels high. which is the name of the web service.2 Logo to print Use this to choose the company logo to print as the header on all reports.3 Start of the calendar year If the accounting year is not the same as the calendar year.4 Access controls NEMO Analyzer uses Windows Authentication for access control.1 URL of Reporting Services NEMO Analyzer needs to know the URL of the Reporting Services web service in order to be able to load reports from Reporting Services. For best results.2. 2. so this tab will be enabled only if the Domain Controller can be found.1.1.2 System settings and access control Access controls URL of Reporting Services Logo to print Start of the calendar year 2. The action of the YTD button and other buttons used to select the time period will then change.is 6 . NEMO Analyzer Course | www. 2.asmx.nemo.2.1.1. This string always ends with ReportService2005.2.

a description will appear explaining the respective analysis. Favourite views /settings.is .nemo.2. OLAP Browser and all saved OLAP views Click the small push pin in the top right corner to hide the sidebar and obtain more space.2 Sidebar The company name with which NEMO Analyzer has an active connection. Analyses that retrieve data directly from the Navision database (Live) If you move the mouse pointer over the name of an analysis. You can also right click the sidebar and choose Expand/Collapse all. both on existing OLAP views and "living" NAV analyses Reports from Reporting Services 7 NEMO Analyzer Quick Guide | www.

2. then click on "Register".nemo. web services.3 Plug-in Manager NEMO Analyzer is a remarkably open and flexible system. click "Save and Close" and it will then be possible to select "Customer Overview" under "Geo Analysis". all companies that do not have GPS co-ordinates are selected automatically. A key part of this flexibility is the capability to easily add new independent modules to the system. When this function starts. It is also possible to retrieve data from other systems. This may take some time. These modules are often created around users’ specially customised Navision installations. although this is only one scenario.1 Geocode customers This functionality relates customers’ addresses with GPS co-ordinates. so it is a good idea to initiate this function one evening and allow it to run overnight. 2.is 8 .2. When it has finished.3. data portals and other sources. This is done by sending a request to Google’s Geocoding service for the latitude and longitude of the addresses. The simplest approach is to select "Run Geocoding for all selected rows" and wait for the function to finish.3.3. Use it to load a module into the environment and decide where the new option will be placed on the Sidebar. 2. NEMO Analyzer Course | www.3 Application menu Several functions are available on this menu.2 Enter new licence key This option allows you to enter a new licence key or see the scope of a key. The "Plug-in Manager" plays a vital role in this context.

The 14 analyses that operate directly on live data. the Print Preview dialog will open. PDF and others. sometimes more. It shows a range of options which change according to what sort of control is being printed and whether or not there are many visible controls (e. the pivot grid is used. That is. pivot grids and charts). use the CSV (comma-separated values) file format. and printing. so they can be tables. Each tab contains a varying range of options. Reports from Reporting Services are specially formatted. The OLAP browser is then used to display data from the Microsoft Analysis Server (SSAS). they query the SQL tables extensively then display the data either in a treeview control.is .g. The options available for all analyses are: Data Export to Excel. NEMO Analyzer includes 14 analyses that operate directly on NAV data.1. a pivot grid or in a world view (Google Earth). and the Report Viewer is used to examine them. Analyses At the time of writing.3. 3. and as the OLAP cubes are actually multi-dimensional. 3.1 Printing When you select Print. the ribbon changes and at least two new tabs are added. charts or other things. 9 NEMO Analyzer Quick Guide | www.nemo. If you need to export data to Excel for further work.1 The Analysis ribbon in general When a new analysis is opened in NEMO Analyzer.

a G/L Analysis. Both the tree and the pie chart will be updated. All G/L accounts are inserted into the tree in two parts: P&L and balance sheet.1 Treeview functions ribbon Show figures in millions or thousands Select budget Select period Collapse/expand all leaves in the tree Show keys with 0 value Select previous period Filters for global dimensions 1/2 Select comparative account 3.2. both charts show the distribuition of sub-keys. Each classification is a "leaf" in the tree. When viewing the balance sheet. When viewing the P&L account.is 10 . which is considerable in the pivot tables.2 Treeview control A treeview control is used in a single analysis. budget total and total for the previous period. This control places all the G/L accounts in a tree according to how they are classified in Navision.3. a financial cube is available which is naturally viewed in the pivot table. the pie chart shows the distribution of the sub-accounts. However.2. This control adds a number of functions to the ribbon. NEMO Analyzer Course | www. while the bar chart compares all the visible totals: Total for the period (net change). 3. There is no option to save setups or layout changes for the simple reason that this analysis does not provide the option to alter the layout. The third tab contains key performance indicators (KPIs). Each line selected in the tree is shown in graphical form below as a pie chart and/or a bar chart. because it provides a very logical presentation for the chart of accounts. You can also click on a slice in the pie chart to select that account. To graphically compare several accounts. This is only possible by restricting flexibility.2 Financial analysis This analysis is somewhat out of the ordinary in this system because of the special treatment applied to its layout and preset graphical presentation.nemo. hold down the Ctrl key and select additional accounts.

2.3. 3.2. The Drill down window will open. then the system calculates the proportion of the total amounts of all accounts compared to the selected account.4 Drill down Obtain more detailed information about what underlies each figure by double-clicking on the number.5 KPIs The third and final part of the financial analysis covers KPIs.2. totals can be obtained for accounts or periods and irrelevant data can be filtered out. The system also attempts to provide information about the standing of accounts by showing numbers in red where either income is below budget / previous period or costs are above. the Revenue account is selected as the comparison account and that line is green. 3. showing all the G/L transactions that contribute to the respective figure. 11 NEMO Analyzer Quick Guide | www. In this example.is .nemo.3 Comparison account If a comparison account is selected. Select the correct account from the KPI ribbon and calculations begin automatically. The results can be grouped by account or date.

To use the same field more than once. user friendly and simple to set-up and share.3. with a graphical representation. the Column Area. NEMO Analyzer Course | www. etc. hold the Ctrl key down while you move the field from the field list.is 12 . while only sorting options are available in the display region.3. Right click in a data field to see this clearly. They are the Filter Area.3. and considerable effort has been made in making them accessible. comparing data. Measures may only be placed in the data area.1 Pivot table functions ribbon Pivot table settings Add (calculated) column Clear pivot table Select period Show All data 3. these fields are grouped in measures and dimensions . 3.3 Pivot tables Pivot tables are used to extract data from the database.nemo. while dimensions may be placed in any area.2 Pivot table areas The principal areas of a pivot table can be clearly seen in an empty table. 3. They are called pivot tables because they allow for arranging rows and columns based on the data to provide a different view of the basic data. When a pivot table is connected to an OLAP cube. A wide range of options is displayed for the specification region. the Row Area and the Data Area. Pivot tables are used frequently in NEMO Analyzer. There are two data areas because they are shown in the white region although they are specified in the blue region.3. as can be seen in the figure.3 Customize Pivot table This function opens a small window on the right of the pivot table which displays all the fields that are not displayed and shows which fields are in which area. Examples of their use include producing financial statements from the accounts.

and so on.You can drag fields from the field list to the respective area of the pivot table. This is used to group dates into a year. or to show the deviation between dimensions/columns as figures or percentages. etc. The foreground (ForeColor) and background (BackColor) colours can be changed.is . etc. 13 NEMO Analyzer Quick Guide | www.4 Field settings Right clicking on a field allows you to change several settings. It can also be used on text fields to create groups in alphabetical order. 3. Note that there is also a Conditional Format window which works for the whole pivot table on the Grid Options ribbon. It is used to show negative numbers in a different colour.4.3. 3. either over the name of an area on the list or over the area in the pivot table. 3.3 Conditional formatting This window informs the pivot table how to format numbers and cells. as can the font.4.3. 3. etc. month. too little yield in a certain colour.1 Summary display type This setting allows you to show figures as a proportion of a column or line.4.2 Grouping Absolute variation This setting allows the pivot table to form groups that introduce new dimensions.3.nemo.3.

1 CellFormat This is used to format number fields and specify the number of digits after the decimal point. This allows you to save settings such as filters and sorting. TopValueShowOthers and TopValueType are used with this property to display the total of the remainder.4.nemo.3.3.4. If RunningTotal is set to True. in Top X reports in NEMO Analyzer.4 Properties This window displays a list of all the field properties you can change.3.2 RunningTotal This property allows you to change how numbers are totalled in a dimension.3. The most important are: 3. They include numbers from -1 to +1.6 Grid options ribbon This window allows you to edit common properties of the pivot table. where x indicates the number of decimals. and so on.4 KPIGraphic This option allows you to change the number values in KPI symbol figures. then a running total is used from one dimension to the next and the dimensions are not zeroed between. 3.3. Close all Lines between fields Where to show totals Open all dimensions Conditional format for the whole data area Show/hide various areas and fields Compact dimensions in the line area in a tree NEMO Analyzer Course | www. The simplest entries are Nx (number).3. 3.4. N2 would mean a normal number with two decimal places. This is the default setting. so it is a good idea to use a calculated field to create these numbers using a formula.4. and save all changes to the layout of pivot tables made by users.5 Save layout changes and settings A tab labelled Layouts is added to all ribbons where pivot tables are used. which is used.4.3.4. This also works well for percentages.is 14 .4. You can also transfer these changes in a file for use elsewhere.3.3 TopValueCount This shows the top value of a dimension.4. 3. show currency symbols.4. 3. Retrieve them later or add them to your Favourites area in the sidebar. 3. for example. Cx (currency) and Px (percentage).

You can create long.3. generally into Navision.nemo. etc.3. use several expressions together on one line. complex expressions. If Navision is installed on the computer. a window will be displayed which allows you to specify the column. underlined text in a dimension is a link. although if the text is an e-mail address.3. the link will open the respective card or list with the correct value selected. 3.8 Hyperlinks Blue. the default e-mail program will be opened. how it will be displayed and how many decimal places it will have. 15 NEMO Analyzer Quick Guide | www. its name and type.7 Add column When you click this button.is . and help text will be displayed in the empty cell in the bottom right corner when a function is selected. as well as any existing fields. The functions are grouped together according to their type. the Expression editor will be displayed where you can select different functions to use. When you click OK. You can also select the type of total.

3. An example of a chart changed extensively using the wizard Hold down the Ctrl key to make multiple selections from the chart.3.1 Chart options ribbon Type of chart Include column totals Include row totals Show data labels Series from columns Include grand total of columns or rows Create the chart using only selected fields Pin selection to chart Right click on a line on the chart to show another menu which provides additional options. export it as an image file.3. NEMO Analyzer Course | www.is 16 .9 Charts The charts linked to the pivot tables show either the selected field or the whole table.9. series may be specified. etc. format data labels and charts and open the Chart Wizard where you can change almost everything on the chart.3. The type of chart may be selected. This allows you to copy the image to the clipboard.nemo.

Can analyse time worked with respect to a budget. Jobs PROJECTS OVERVIEW – Shows work and work items from the work accounts. SALES HISTORY – Connects the sales account and sales credit lines + the corrected cost from value transactions. Can be used to assess sales personnel. Can change the period used in the age analysis. Appendix – List and Explanation of NAV Reports in NEMO Analyzer G/L ANALYSIS – Shows all transactions in the G/L account during a period. product batch numbers. Also shows whether sales are from stock. PURCHASE ANALYSIS – Purchase transactions from the value table. TOP X ITEMS – Shows most sold products in a period. Can analyse suppliers. etc. CUSTOMER BALANCE DUE – Age analysis of customer demands. LEDGER – Shows changes in supplies from supply transactions. etc. currencies. product purchases down to product category. Inventory SALES ANALYSIS – Sales transactions from value tables. warehouse transactions. etc. Can analyse the type of change. 17 NEMO Analyzer Quick Guide | www. Sales ACTIVE ORDERS AND QUOTES – Shows all active offers and orders from sales head and sales lines. etc. products. Can be constrained using two global dimensions. Can change the period used in the age analysis. Can analyse product categories. customers and even suppliers. TOP X VENDORS – Shows the largest suppliers in a period. Purchases VENDOR BALANCE DUE – Age analysis of supplier demands. how much overtime was worked.is .4. sold directly in the G/L or are sold goods. TOP X CUSTOMERS – Shows the largest customers in a period. clients. also for budgets.nemo. products.

SALES ANALYSIS – Example of geo-analysis. This shows sales figures grouped by postcode in Iceland and represented in a histogram above a world view to show these figures graphically. NEMO Analyzer Course | www.nemo.Geo Analysis CUSTOMER OVERVIEW – Shows all customers on a world view and differentiates between customers in credit and those in arrears.is 18 .

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