Analytics Mobile User Guide

Analytics Mobile User Guide
Information in this document is subject to change without notice.
No part of this document may be reproduced or transmitted in any form or by any means,
for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA.
© 2010 Temenos Headquarters SA - all rights reserved.

Table of Contents
Table of Contents ......................................................................................................................................... 1

Disclaimer ..................................................................................................................................................... 3
Introduction ................................................................................................................................................... 4
Required Devices and Software ................................................................................................................... 4
Desktops and Tablets ............................................................................................................................... 4
Smart Phones with the Power BI Mobile app ............................................................................................ 4
Logging in ..................................................................................................................................................... 4
Desktops and Tablets ............................................................................................................................... 4
Smart Phones with the Power BI Mobile app ............................................................................................ 5
Features and Content ................................................................................................................................... 6
Time Slicer ................................................................................................................................................ 6
Financial KPIs Dashboard ......................................................................................................................... 7
Customer KPIs Dashboard ....................................................................................................................... 8
Operational KPIs Dashboard .................................................................................................................... 9
KPI Drill Through page ............................................................................................................................ 10
Loans Dashboard .................................................................................................................................... 11
Deposits Dashboard ................................................................................................................................ 13
Customers Dashboard ............................................................................................................................ 15
Product Profitability Dashboard............................................................................................................... 17
General Ledger Dashboard..................................................................................................................... 18
Maintenance ............................................................................................................................................... 19
KPI Targets ............................................................................................................................................. 19
2 TEMENOS Analytics Mobile User Guide

Disclaimer
TEMENOS IS PROVIDING THIS DOCUMENT "AS-IS" AND NO SPECIFIC RESULTS FROM ITS USE
ARE ASSURED OR GUARANTEED. THERE ARE NO WARRANTIES OF ANY KIND, WHETHER
EXPRESS OR IMPLIED, WITH RESPECT TO THIS DOCUMENT, INCLUDING, WITHOUT LIMITATION,
ANY IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE AND NON-INFRINGEMENT, AND TEMENOS EXPRESSLY DISCLAIMS ANY
SUCH WARRANTIES AND CONDITIONS.

Introduction
Analytics Mobile is an interactive mobile friendly front end targeted at C-level managers in the financial
industry. As banking gets even more competitive bankers need to constantly monitor the metrics of the
business – while in the office as well as on the go.
Analytics Mobile is an application developed to satisfy the need for timely metrics on the go. It leverages
the robust Advanced Analytics Platform as its data source and builds on top of the latest Power BI
visualization technology to deliver informative and easy to understand business insights.
This document provides guidelines on how to use Analytics Mobile.
Required Devices and Software

Analytics Mobile can be used on tablet devices as well as smart phones. Desktop computers are also
supported. Regardless of the device being used, the user must have an active Power BI Pro account,
associated with the Power BI tenant of his organization.
Desktops and Tablets

When Analytics Mobile is used on a regular desktop or a tablet, a standard browser is required to access
the dashboards and report pages. Drill through from the dashboard tiles to their underlying report pages
is supported. Interactive filtering and highlighting within report pages is also supported.
Smart Phones with the Power BI Mobile app

When Analytics Mobile is used on a Smart Phone with the Power BI Mobile app installed, a browser is not
required. The app provides for rendering of dashboard tiles and charts that is optimized for devices with
smaller screens. Drill through from the dashboard tiles to their underlying report pages is supported.
Interactive filtering and highlighting within report pages is also supported with some limitations - drilling up
and down hierarchies is not supported. When this functionality is required on smart phones, use the
phones browser instead of the app.
Logging in
Desktops and Tablets
To login to the Power BI cloud service from a regular browser (e.g. from a tablet or a desktop), go to
http://app.powerbi.com and use your corporate E-mail address and domain password to log in. After
you’ve logged in you’ll be taken to your default workspace. If this is the first time you’ll be using Analytics
Mobile you’ll have to navigate to the applications content pack and add it to your workspace. To do that,
locate the yellow button in the lower left corner of the screen and click it. This will
take you to a screen that looks like this:

Click the “Get” button under “My organization”. This will take you to a screen with all the content packs
published for your organization. Locate the “Insight Mobile” content pack and click it. This will link all
dashboards, reports and data sets in the content pack to your Power BI workspace. Now you can click on
the dashboards to start exploring.
Even if you intend to use only the Power BI Mobile app (described below) you still need to go through the
above steps once, so that the content pack is visible within you Power BI Workspace.
Smart Phones with the Power BI Mobile app

After installing the Power BI Mobile app
for the first time, a screen similar to the
one shown to the right will be displayed.
Click the “Sign in to Power BI” button to
initiate the process.
On the following screen, enter your
corporate E-mail address and follow the
prompts to enter user name and
password.
After successful sign in, the screen
shown below will be displayed. Simply
click the “Start Exploring” button to get
to the main screen of the app. Now you are ready to use it. If the Analytics Mobile content pack has
already been added to your workspace, you will be able to see the dashboards in the “DASHBOARDS”
tab and the underlying report(s) in the “REPORTS” tab.

At the time of this writing the dashboards in the mobile app do not directly support interactive functionality
like filtering and highlighting. Tapping anywhere on the dashboard will trigger a drill through to the
underlying report page. Once there, interactive filtering and highlighting will work. Drilling Up or Down
hierarchies is not supported in the smart phone app.
Features and Content

Time Slicer
The time slicer is an interface elements used on multiple report pages and some dashboards in Analytics
Mobile. It allows to filter all the charts on a page or a dashboard and track metrics over time – both short
term and medium term.
In the short term, metrics can be tracked for the Prior Week, Prior Day and the Latest Date available in
the warehouse. In addition, 12 month ends are available for performing historical analysis when
necessary.
When on a desktop or a tablet, simply click the desired value in the time slicer to update the charts on a
page for a particular point it time. Latest Date is selected by default. If needed and when it makes sense,
you can also select multiple values. To do that, press and hold the “Ctrl” key and then click on a value to
select it or unselect it.
When in the mobile app, tap the desired value in the time slicer and then tap the current value (to
unselect it) in order to update the charts on a page for a particular point it time. Latest Date is selected by
default. If needed and when it makes sense, you can also select multiple values. To do that, simply tap on
a value to select it or unselect it.

Financial KPIs Dashboard

This dashboard contains a collection of KPI tiles based on General Ledger (GL) data. An example
dashboard layout is shown below.
The individual tiles are contained in their respective report pages:

 Return on Assets
 Return on Equity
 Equity to Total Assets
 Cost to Income Ratio
 Statutory Liquidity Ratio
 Net Interest Income
 Core Liquidity Ratio
 Total Deposits
 Total Loans
When using a browser (not the app), clicking on a tile will drill through to the underlying report page and
will display the same tile as well as additional charts as described in KPI Drill Through page below.

When using the smart phone app, clicking on a tile will drill through to a new page,
containing only that tile. To drill through to the underlying report page, click on the bar chart
icon in the top section of the screen.
Customer KPIs Dashboard

This dashboard contains a collection of KPI tiles based on Customer data. An example dashboard layout
is shown below.

 Total Customers
 Comm Customers
 Retail Customers
 New Customers
 Lost Customers
 Avg Products per Customer
 Avg Services per Customer

Operational KPIs Dashboard

This dashboard contains a collection of KPI tiles based on Accounts data. An example dashboard layout
is shown below.

 New Current Accounts
 New Deposits
 New Loans
 Avg Balance of New Deposits
 Avg Balance of New Loans

KPI Drill Through page

All KPI tiles on the respective dashboards drill through to a report page that has the following layout and
functionality:
The KPI tile in the upper left corner contains the latest actual value (e.g. 0.39%), the latest target value
(0.3%) and the difference between the two (+29.58%).
When current value is above target and being above target is considered a good thing, then the
difference is shown as positive, the tile is coloured green and the mark is shown to the right of the
actual value.
When current value is above target and being above target is considered a bad thing, e.g. expenses, then
the difference is shown as negative, the tile is coloured pink red and the mark is shown to the right of
the actual value.
When current value is below target and being below target is considered a good thing, e.g. expenses,
then the difference is shown as positive, the tile is coloured green and the mark is shown to the right
of the actual value.
When current value is below target and being below target is considered a bad thing, e.g. revenue, then
the difference is shown as negative, the tile is coloured pink red and the mark is shown to the right of
the actual value.
A trend line for the actual values at month ends, year-to-date is shown as tile background.
To the right of the KPI tile is the month ends, YTD line chart. It shows the actual and target values for the
KPI and thus allows to visually explore the difference between the two over time. Hovering over the chart
will display a tool tip with the precise values for both actual and target.

In the bottom right corner of the page is the monthly change, YTD bar chart. It shows the month-to-month
change of the actual values. Increases are coloured in green whereas decreases are coloured in red.
Hovering over the chart will display a tool tip with the precise values for the monthly change.
In the bottom left corner of the page is the KPI Info area. It contains a brief description of the KPI as well
as the calculation formula used in pseudo English.
Loans Dashboard
This dashboard contains the live “Loans” report page and thus allows for interactivity. It contains the Time
Slicer on top and four charts that allow to explore loans in terms of balance structure, Interest rate and
delinquency.
The “Loan Balance by Classification” pie chart presents the loans structure in terms of account balance.
Hovering over a slice will display a tool tip with the balance value. Clicking on a particular slice will cause
the following charts on the page to either get filtered or get highlighted:
- The “Loan Balance by Interest Rate Group” bar chart will be filtered and will show the interest
rate structure for the selected classification level only, instead of all loans;
- The “Balance and Delinquent Amount by Delinquent Days Group” bar chart will highlight portions
of the bars corresponding to the selected classification;
- The selected slice in the pie chart will be highlighted.
To unselect the slice, either click it again or click in the area surrounding the pie chart. This will cancel the
filtering \ highlighting on the other charts.
The “Loan Weighted Rate by Classification” bar chart presents the loans average profitability in terms of
weighted interest rate as well as account balance. The weighted interest rate is represented by the black
line and the left vertical scale. The account balance is represented by the bars and the right vertical scale.

Hovering over a bar or a point on the line will display a tool tip with the balance value or the interest rate
value respectively. Clicking on a particular bar will cause the following charts on the page to either get
filtered or get highlighted:
- The “Loan Balance by Interest Rate Group” bar chart will be filtered and will show the interest
rate structure for the selected classification level only, instead of all loans;
of the bars corresponding to the selected classification;
- The “Loan Balance by Classification” pie chart is highlighted;
- The selected bar in the chart will be highlighted.
To unselect the bar, either click it again or click in the area surrounding the bar chart. This will cancel the
The “Loan Balance by Interest Rate Group” bar chart represents the loans structure in terms of interest
rate groups. When this chart is not filtered, it shows the balance by interest rate group for all the loans. If
filtered by one of the other charts, it will show the interest rate structure for the selected classification level
only, instead of all loans.
Hovering over a bar will display a tool tip with the balance value and the interest rate group value.
Clicking on a particular bar will cause the following charts on the page to either get filtered or get
highlighted:
of the bars corresponding to the selected interest rate group;
The “Balance and Delinquent Amount by Delinquent Days Group” bar chart represents the delinquent
loans by delinquent days group. The bars are sorted to show higher values for delinquent amount to the
left and hence the lower values to the right.
When this chart is not highlighted, it shows the delinquent amount and the balance by delinquent days
group for all the loans. If highlighted by one of the other charts, it will highlight portions of the bars
corresponding to the selected classification level only, instead of all loans.
Hovering over a bar will display a tool tip with the delinquent amount value and the balance value.
highlighted:
- The “Loan Balance by Classification” pie chart will highlight portions of the slices corresponding
to the selected delinquent days group balance;
- The “Loan Balance by Interest Rate Group” bar chart will highlight portions of the bars
corresponding to the selected delinquent days group balance;
- The “Loan Weighted Rate by Classification” bar chart will highlight portions of the bars
corresponding to the selected delinquent days group balance. In addition, the weighted rate line
will be filtered and show the weighted rate for the respective delinquent accounts only;

Deposits Dashboard
This dashboard contains the live “Deposits” report page and thus allows for interactivity. It contains the
time slicer on top and four charts that allow to explore deposits in terms of balance structure, Interest rate
and profitability.
The “Deposit Balance by Classification” pie chart presents the Deposits structure in terms of account
balance. Hovering over a slice will display a tool tip with the balance value. Clicking on a particular slice
will cause the following charts on the page to either get filtered or get highlighted:
- The “Deposit Balance by Interest Rate Group” bar chart will be filtered and will show the interest
rate structure for the selected classification level only, instead of all Deposits;
- The “Deposit Monthly Net Income by Balance Group” bar chart will highlight portions of the bars
corresponding to the selected classification;
The “Deposit Weighted Rate by Classification” bar chart presents the Deposits average cost in terms of
weighted interest rate as well as account balance. The weighted interest rate is represented by the black
line and the left vertical scale. The account balance is represented by the bars and the right vertical scale.
Hovering over a bar or a point on the line will display a tool tip with the balance value or the interest rate
value respectively. Clicking on a particular bar will cause the following charts on the page to either get
filtered or get highlighted:
- The “Deposit Balance by Interest Rate Group” bar chart will be filtered and will show the interest
rate structure for the selected classification level only, instead of all Deposits;
corresponding to the selected classification;
- The “Deposit Balance by Classification” pie chart will be highlighted;

The “Deposit Balance by Interest Rate Group” bar chart represents the Deposits structure in terms of
interest rate groups. When this chart is not filtered, it shows the balance by interest rate group for all the
Deposits. If filtered by one of the other charts, it will show the interest rate structure for the selected
classification level only, instead of all Deposits.
Hovering over a bar will display a tool tip with the balance value and the interest rate group value.
highlighted:
corresponding to the selected interest rate group;
The “Deposit Monthly Net Income by Balance Group” bar chart represents the profitability of the deposits
by Deposit Balance group.
When this chart is not highlighted, it shows the balance by Deposit Balance group for all the Deposits. If
highlighted by one of the other charts, it will highlight portions of the bars corresponding to the selected
classification level only, instead of all Deposits.
Hovering over a bar will display a tool tip with the balance value. Clicking on a particular bar will cause the
following charts on the page to either get filtered or get highlighted:
- The “Deposit Balance by Classification” pie chart will highlight portions of the slices
corresponding to the selected Deposit Balance group;
- The “Deposit Balance by Interest Rate Group” bar chart will highlight portions of the bars
corresponding to the selected Deposit Balance group;
- The “Deposit Weighted Rate by Classification” bar chart will highlight portions of the bars
corresponding to the selected Deposit Balance group. In addition, the weighted rate line will be
filtered and show the weighted rate for the respective deposit accounts only;

Customers Dashboard
This dashboard contains a collection of tiles based on customer data. An example dashboard layout is
shown below.

 Customers by Location
 Customers by Branch
 Customers by Profit Segment
 Customers by Deposit Balance Group
 Customers by Loan Balance Group
will display the same tile as well as additional charts.
When using the smart phone app, clicking on a tile will drill through to a new page, containing only that
tile. To drill through to the underlying report page, click on the bar chart icon in the top section of the
screen.
The Customer Count by Location tile shows the customers on the map. The size of the bubble
corresponds to the number of customer at that geographic location. The tile gets populated based on the
address information, contained in the warehouse. The country, province and city attributes are used.
Clicking on the map will trigger a drill through to the underlying report page. The latter will show the same
map and when using a browser (not the app), will allow drilling up and down the country\province\city
hierarchy and thus changing the granularity level.
Use the button in the upper left corner of the map to drill down for all instances of the currently active
level, e.g. from country level to state level for all the countries.
Use the button in the upper left corner of the map to drill up, e.g. from province level to country level.
Use the button in the upper right corner of the map to enable contextual drill down. Once enabled,
click on a bubble in the map to drill down to the more granular level for that bubble only. For example,
when at the country level, clicking on the bubble of a particular country will drill down to the provinces for
that country only. Provinces in other countries will not be shown.
Drilling up and down will make the map automatically zoom in and out depending on the area covered by
the data points. To manually zoom in or out, use the scroll button.
The other four tiles on the dashboard are bar charts that show profitability and number of customers by
branch, segment, deposit balance group and loan balance group respectively. Clicking on a chart will
trigger a drill through to the underlying report page.
Each of those report pages contains additional bar charts that show:
 Retail Customer Profitability
 Retail Customer Count
 Non-Retail Customer Profitability
 Non-Retail Customer Count
Non-Retail customers include businesses, government organizations, non-for-profits, etc.

Product Profitability Dashboard

This dashboard contains the live “Product Profitability” report page and thus allows for interactivity. It
contains the Time Slicer on top and three charts that allow to explore the profitability of the products at
the category and classification levels.
The two charts on top represent the product breakdown by Category and Classification respectively. The
pie chart to the left shows Balance by Category and the stacked bars to the right show Profitability
(Monthly Net Income) by Classification. Both charts are filtered by the time slicer.
The bar chart at the bottom shows profitability over time. The latest date, as well as 12 month ends are
included. The time slicer does not filter this chart.
The “Balance by Category” pie chart presents the product category structure in terms of account balance.
Hovering over a slice will display a tool tip with the balance value. Clicking on a particular slice will cause
the following charts on the page to either get filtered or get highlighted:
- The “Monthly Net Income by Classification” stacked bar chart will be highlighted;
- The “Net Income by Month” bar chart will highlight portions of the bars corresponding to the
selected category;
The “Monthly Net Income by Classification” stacked bar chart presents the product classification structure
in terms of profitability (Monthly Net Income). Hovering over a bar slice will display a tool tip with the
Monthly Net Income value. Clicking on a particular bar slice will cause the following charts on the page to
either get filtered or get highlighted:
- The “Balance by Category” pie bar chart will be highlighted and will show the portion of the
category balance that corresponds to the selected classification;

- The “Net Income by Month” bar chart will highlight portions of the bars corresponding to the
selected classification;
- The selected bar slice in the stacked bars chart will be highlighted.
To unselect the bar slice, either click it again or click in the area surrounding the stacked bars chart. This
will cancel the filtering \ highlighting on the other charts.
To drill through to the underlying report page, click in the title area. When in the report page and using a
browser (not the app), it is possible to drill down the pie chart and see the balance breakdown by
classification instead of category.
Use the button in the upper left corner of the chart to drill down to classification for all categories.
Use the button in the upper left corner of the chart to drill up, back to category level.
Use the button in the upper right corner of the chart to enable contextual drill down. Once enabled,
click on a slice in the chart to drill down to the more granular level for that slice only. For example clicking
on the “Loan” slice will drill down to classifications that represent loan products only. Non-loan
classifications will not be shown.
General Ledger Dashboard

This dashboard contains the live “GL Overview” report page. It contains the Time Slicer on top and two
charts that allow to explore the Balance Sheet and the Income Statement.
The two charts provide a high level view of the financial statements. To explore those in more details,
click the title are of the page. This will trigger a drill through to the underlying report page.
Since both charts are based on the General Ledger hierarchy, drilling up and down is possible when
using a browser (not the app).

Use the button in the upper left corner of the respective

chart to drill down for all instances of the currently active
level, e.g. from Attribute2 level to Attribute3 level for all GL
categories.
Use the button in the upper left corner of the respective
chart to drill up one level.
Use the button in the upper right corner of the respective

chart to enable contextual drill down. Once enabled, click on
a bar in the chart to drill down to the more granular level for
that bar only. For example, when at the Attribute2 level,
clicking on the particular bar will drill down to the Attribute3
level values for that bar only. Children of other bars will not be
shown. An example drill down for “Financial Margin” is shown
to the right.
Maintenance
KPI Targets
KPI targets are kept in the KPITargets table in the InsightMasterData database. To add or edit KPI
targets, use Analytics Data Manager Application. The latter is installed as part of installing Analytics BI
Framework. Once in the application, navigate to the KPITargets table and add \ edit KPI targets. For
further details on how to work with Data Manager, please refer to the Data Manager User Guide.

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Information in this document is subject to change without notice.

© 2010 Temenos Headquarters SA - all rights reserved.

Table of Contents ......................................................................................................................................... 1

2 TEMENOS Analytics Mobile User Guide

3 TEMENOS Analytics Mobile User Guide

Required Devices and Software

Desktops and Tablets

Smart Phones with the Power BI Mobile app

4 TEMENOS Analytics Mobile User Guide

Smart Phones with the Power BI Mobile app

5 TEMENOS Analytics Mobile User Guide

Features and Content

6 TEMENOS Analytics Mobile User Guide

Financial KPIs Dashboard

The individual tiles are contained in their respective report pages:

7 TEMENOS Analytics Mobile User Guide

Customer KPIs Dashboard

The individual tiles are contained in their respective report pages:

8 TEMENOS Analytics Mobile User Guide

Operational KPIs Dashboard

The individual tiles are contained in their respective report pages:

9 TEMENOS Analytics Mobile User Guide

KPI Drill Through page

10 TEMENOS Analytics Mobile User Guide

11 TEMENOS Analytics Mobile User Guide

12 TEMENOS Analytics Mobile User Guide

13 TEMENOS Analytics Mobile User Guide

14 TEMENOS Analytics Mobile User Guide

The individual tiles are contained in their respective report pages:

15 TEMENOS Analytics Mobile User Guide

Non-Retail customers include businesses, government organizations, non-for-profits, etc.

16 TEMENOS Analytics Mobile User Guide

Product Profitability Dashboard

17 TEMENOS Analytics Mobile User Guide

General Ledger Dashboard

18 TEMENOS Analytics Mobile User Guide

Use the button in the upper left corner of the respective

Use the button in the upper right corner of the respective

19 TEMENOS Analytics Mobile User Guide

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