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User Guide
Release 4.1
INCORTA ANALYTICS USER GUIDE, RELEASE 4.1
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extent applicable by the terms of the government contract, the additional rights set forth in far
52.227-19, Commercial computer software license (December 2007).
This software is developed for general use in a variety of information management applications.
It is not developed or intended for use in any inherently dangerous applications, including
applications, which may create a risk of personal injury. If you use this software in dangerous
applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy
and other measures to ensure the safe use of this software. Incorta corporation and its affiliates
disclaim any liability for any damages caused by use of this software in dangerous applications.
This software and documentation may provide access to or information on content, products
and services from third parties. Incorta corporation and its affiliates are not responsible for and
expressly disclaim all warranties of any kind with respect to third party content, products and
services. Incorta corporation and its affiliates will not be responsible for any loss, costs, or damages
incurred due to your access to or use of third party content, products or services.
Contributors: Matthew Halliday, Hichem Sellami, Mohamed Obide, Osama Elkady, Klaus Fabian,
Ahmed Eltanahy, Mohamed El Prince
Contents
Contents 3
About Incorta Analytics 6
Our Product 6
Our Philosophy 6
Organization of this Document 7
PART 1: Get Familiar with Incorta Analytics 8
What type of user are you? 9
Consumer User 9
Analyze User 9
User Types and Permissions 10
Logging In 11
Functional Areas 13
Content 13
Schemas 13
Data 13
Security 13
Get Familiar with the Workspace 14
Elements of Your Workspace 14
Manage and Organize Your Workspace 16
Get Familiar with Dashboards 27
Insights 27
Visualizations 27
Our Product
Incorta Analytics is a seamless, end-to-end analytical warehouse solution
engineered for simple and powerful real-time analysis of massive volumes of
data. High-impact graphical representations transform raw data from arcane
and inaccessible to clear and meaningful, delivering unprecedented insight into
patterns, trends, key performance indicators and their causality. Unification of
data sources into a single and secure source of truth ensures that all users at all
levels of the organization analyze, strategize, and collaborate around the latest
and most relevant information.
The Incorta Analytics platform removes the dependency on star schemas, pre-
aggregation, complex ETL processes, and a large data team. With Incorta’s
cloud technologies and mobile-first design, even a mobile user can merge
external real-time data sets like weather data with large-volume business data,
and then make informed time-sensitive decisions based on the results.
Our Philosophy
Incorta Analytics is driven by the belief that data analytics should not be
complex or frustrating. We are passionate about delivering full analytics for
business users with elegance and efficiency. With over one hundred years
of combined experience in developing applications, analytics and reporting
solutions for enterprise software firms including Oracle, Siebel, IBM & Microsoft,
we have stepped out of the old world of data analytics into a new one we’re
building ourselves.
At Incorta, we are not just passionate about analytics -- We are passionate
about our world. We want to make a positive impact beyond the direct role
of our product in the business sector. At key milestones in the past, we have
celebrated by sharing our success through giving away gifts like meals for
hungry children in Honduras, offering our software at reduced rates for startups,
and free of charge for non-profits, in the hope that our sharing will help others
solve some of the world’s most pressing issues.
Your role in the organization and the permissions you have been given
determine what functions you can perform in the Incorta Analytics application.
This guide is written for the Analyze User and Incorta Analytics administrator.
Consumer User
A Consumer User can view Dashboards and drill down into the details of the
data to gain valuable business insights. A Consumer User can also share and
export Dashboards. This user cannot create, copy, or edit, Dashboards, Insights,
or Schemas. They have no access to the datasources or data files in Incorta
Analytics.
The user should contact their administrator to request new dashboards or
Insights, or changes the structures underlying the Insights. The administrator
cannot assign additional permissions to a user working on a Consumer User
license.
Analyze User
An Analyze User has access to the Analyzer tool to build Insights, can view and
drill down on dashboards and Insights, and may be given other permissions as
well.
The Analyzer allows the user to develop Insights based on existing schemas and
data sources by relating data elements to each other and applying appropriate
filters. This user also customizes the appearance of the Insights by positioning
them on the Dashboard and by choosing table and chart styles.
The Incorta Analytics administrator may assign additional roles or permissions
for an Analyze user.
View ✓ ✓
Share ✓ ✓
Favorite ✓ ✓
Export ✓ ✓
Create Dashboards ✓
Create Insights ✓
Edit ✓
Copy ✓
Move ✓
Delete ✓
Note:
The version number and release date are displayed at the bottom left-
hand side of the screen.
3. Click Submit.
Content
The Content page gives you access to Folders and Dashboards. The "My
Content" tab contains only the folders and dashboards that you own. The
"Shared Content" tab contains only the content that has been shared with
you by another user. Finally, the "All Content" tab displays the folders and
dashboards that you both own and have access to (i.e. shared with you by
another user).
Schemas
The Schemas area is used by an Analyze User to define and maintain schemas
and session variables. For more information, see Data Management.
Data
This area is the interface for connecting data sources and data files to Incorta
Analytics for data ingestion. This is typically the role of the schema developer,
but may be performed by an end user who has the Analyze User role. For more
information see Data Management.
Security
In the Security area, users with the necessary permissions can define and
maintain users, groups, and roles. For more information, see the "Management
Security" section in the Incorta Analytics Security Management Guide.
The search box at the top center of the screen is context-aware. It knows, for
instance, that when you are in your workspace (i.e. Content page), you would be
looking for Dashboards and Folders, not for rows of data. When you are inside
a specific Dashboard, the search box returns results pertaining only to that
dashboard, and that has not already been filtered out. This smart function limits
the results list as you type, so you find the most relevant match quickly.
Add an Object
The "+" icon in the upper right-hand corner of the screen is a context-aware
button. Where available, clicking it allows you to add the object appropriate for
where you are. For example, from the "Content" page, it allows you to create a
folder , or create/import a dashboard to your Workspace. From the "Schemas"
page, it allows you to add or import schemas.
Account Access
The user account icon in the upper right-hand corner of the screen displays the
current user information and allows users to:
1. View and edit profile:
• Change your password and image.
• Set your language, location, and date and time preferences.
Import a Dashboard
Incorta Analytics supports the import of data in a .xml format. In order to import
a dashboard, its schema, including tables and columns, must match the schema
into which it is imported. Users can import a dashboard whether from the
content page or from within a folder.
1. Click the "+" icon and select Import Dashboard. a pop-up window opens.
NOTE:
Select the "Overwrite exisitng dashboard" checkbox to replace existing
dashboard with the same name.
You will notice a small difference in the action menus for folders and
dashboards, as dashboard actions are not quite the same as folder actions. You
can open, share, move, rename, or delete a folder.
Copy a Dashboard
Note: Folders cannot be copied.
You can choose whether to Copy a dashboard from the content page or Copy a
dashboard from within.
NOTE:
If you do not select a destination folder, the copied dashboard will be
placed in the root folder (content page), and the dashboard will be
appended with “Copy”. Additional copies will be appended with numbers
(e.g. “Copy2”), according to the number of existing copies.
2. Click on the three vertical dots in the upper right-hand corner of the screen. A
drop-down menu opens.
3. Select “Make a Copy” from the drop-down menu. A window opens to select a
destination folder.
Insights
In Incorta Analytics, an Insight refers to any component representing data in a
dashboard. There are four types of Insights, any or all of which can be placed on
a single dashboard: Tables, Charts, Key Performance Indicators (KPI)/Highlights
and Gauges.
Visualizations
A Visualization presents data in an intuitive graphical form such as a pie chart,
line graph, or bar chart. Incorta creates elegant, feature-rich charts and graphs.
Tables
Incorta Analytics provides a wide and flexible selection of tables, from
simple row-column tables to pivot and summary tables that display complex
relationships between dimensions. These tables can group data and make
measurements using aggregate functions including Sum, Count, Average,
Median, Maximum, and Minimum to make large amounts of data meaningful at
a glance.
Download Insights
1. Open the Dashboard where the Insight is located.
2. Click on the three vertical dots in the upper right-hand corner of the Insight. a
drop-down menu opens.
3. Select a format for the downloaded Insights. Charts can be downloaded as
"PNG", "JPEG", "PDF", or "SVG", while tables can be downloaded either as
"CSV" or "XLSX".
Concepts in Filtering
The following concepts and definitions will help you understand and design
Insights in Incorta Analytics. It is useful to think of filters in terms of a data table
with rows, columns, and data.
You could also use “2009” and “2010” as filter parameters. The filter would
read: “(Year = 2009, 2010)” and the table would look as shown below:
As for the Mandatory Runtime Filter, users cannot view the dashboard without
this filter . That is, the users can change the value of the filter but they cannot
remove it.
Single vs. Multi-Select Default Runtime Filters: The Analyzer User can choose
to limit a Default Runtime Filter to a single parameter at a time or to allow
multiple parameters. For a single-select filter, a new filter parameter replaces
the previous one. For a multi-select filter, more than one parameter can be
applied to the filter at the same time. A checkmark appears to the right of each
selected value. Check or uncheck values as needed and click “Apply” in the
lower right corner of the menu to apply your changes.
For more information about creating Default Filters, see Build and Edit Insights:
Prompts
The dashboard prompts allow users to set attributes to be shown in the
dashboard runtime filter (funnel icon in the dashboard). You may create a new
formula columns here, or use the ones that already created within a business
schema into the prompts . To create a new formula column from within a
business schema, see Create Formula Columns.
To set up a Prompt:
1. Click on the "Prompts" tab, from the "Dashboard filters" screen.
2. Drag a data element (column name) from the Source Elements List on the left-
hand side of the screen into the Prompts field.
3. Enable the “Default Filter” toggle button to apply the filter by default when the
user opens the dashboard. The user will then have the option to remove the
filter from the dashboard.
4. Enable the “Mandatory Filter” toggle button to make the filter mandatory to
apply when the user opens the dashboard. This option appears only when
the "Default Filter" option is enabled, and the user will not have the option to
remove the filter from the dashboard.
4. Click Edit Operator/Value(s) to get a list of the available parameters for the
Applied Filter.
Presentation Variables
Users with "Analyzer User" role may use presentation variables in filters and/
or formulas, to apply to specific Insights within a dashboard. For example, if
you define a presentation variable using a column (e.g. Products) with string
values (e.g. computers, cameras, etc.) you can apply that variable as a filter to
specific Insights. However, if you define a presentation variable (e.g. Tax) with a
default numerical value (e.g. 0.1), you can use that variable in a formula column
or any formula of specific Insights. After creating a presentation variable in a
dashboard, it gets displayed in the top center of that dashboard, so that viewer
users can easily change its value, by clicking it and selecting/entering a different
value. This will update only the Insights using the presentation variable.
Field Description
4. Click the down arrow of the column added, a drop-down menu appears.
5. Click Edit Operator/Value(s) to select the variable, a drop-down list appears.
User Filters
A User Filter is applied when a Consumer or Analyze User drills down in an
Insight. In this example, the pie chart shows the percentage of revenue for
the United States, by state. Note that there is a Defining Filter applied to this
Insight: “(Region = United States)”. A Consumer User cannot alter a Defining
Filter, so even if the rest of the dashboard shows worldwide data, this Insight
shows data only for the Region specified in the Defining Filter.
2. When the "Add New Bookmark" window appears, enter a name for the new
bookmark (e.g. New Bookmark).
3. Click Add.
2. Click on "the pen icon" at the left of the bookmark drop-down menu, a pop-
up window appears.
4. Click on Delete.
This chapter describes how to set up and manage the data structures that
underlie each dashboard and Insight you build, including data sources and files,
schemas, and tables. Read this before attempting to build dashboards and
Insights.
Data Sources
Data Sources are external databases or applications that you can connect to
Incorta Analytics. The data sources supported by Incorta Analytics are:
Apache Drill, Apache Hive, Box, Cassandra (Simba), Dropbox, Essbase, Google
Drive, IBM DB2, Kafka, MySQL, Netezza, NetSuite, Oracle, PostgreSQL,
Presto, RedShift, SalesForce, SAP Hana, SAP Sybase IQ, ServiceNow, SQL
Server, SQL Server (jTDS), Teradata, Vertica, and Zuora. Custom data sources
are also supported. You can upload your custom JDBC library and provide its
connection string and driver class to connect to your data. In order to load the
data to the Incorta Analytics engine, you need to create a connection to your
data source.
To view a list of defined "Data Source" connections, go to the"Data Sources"
tab in the "Data" page. You can access this page from the menu on the top of
the screen.
Note:
Ensure that file names inside the drives (Google, Box, and Dropbox) are
UNIQUE. Handling Multiple files with same name (including recovering a
deleted file on Google Drive/Box/Dropbox having the same name as an
existing file) is not handled in current version. In Google drive, It allows to
have multiple files with same name and this is not valid in Incorta.
In DropBox, Trial version, it is not allowed to have multiple files with same
name. If you even deleted a file, and then uploaded another one with
same name, the Trash is emptied automatically.
Known Issue:
When a file is dropped or renamed in Google drive, the effect is not
reflected immediately in Incorta.
Note:
If you are using a custom JDBC driver that was not shipped with Incorta
Analytics, place your driver in $INCORTA_HOME/server/lib/.
3. Click the "+" symbol in the upper right-hand corner of the screen. The "New
Data File" window appears.
4. Select a file to upload from your computer. Zipped files are unzipped
automatically after the upload.
The "Schema" column contains the name of each schema. Click directly on a
schema name in this column to view or modify its definition, including tables,
columns, filters, and joins. For more information on defining a schema structure,
see Create a New Schema.
The "Status" column indicates whether the schema’s data is loaded and current.
If an exclamation mark appears in this column, it means that the schema’s data
needs to be loaded. For more information, see Load Data.
The "Permission" column lists the permission granted for the logged-in user for
each schema.
The "Owner" column contains the name of the owner for each of the listed
schemas.
"Last Load Status" displays the timestamp from the most recent data load, or a
message indicating that the data needs to be loaded. To view a schema loading
activities and type (full/incremental), hover over that schema and click Details.
For more information, see Load Data.
"Data Size" indicates the size of the schema including all of its data and
2. Click on the schema that contains the table to be loaded incrementally, to get
to the schema definition page.
3. Click on the down arrow corresponding to the table of interest on the right-
hand side.
5. Click on the datasource where the data is located. The "Data Source" window
appears.
Key - Assign the Key function to columns used to uniquely identify each
record. Keys are used for table joins and for incremental refresh of data.
During an incremental load, each record with an existing key is updated, and
each record with no matching key is inserted.
Dimension - Assign the Dimension function to columns used to categorize
or group data, such as country, state and city, or days, months and years. In
a line graph or bar chart, a dimension used for grouping is plotted on the
x-axis, while a dimension used to give a count is plotted on the y-axis.
Measure - Assign the Measure function to columns used to measure and
aggregate data. Data from these columns must be plotted on the y-axis
and with the proper aggregation function. For information about setting the
aggregation function, see Build and Edit Insights: The Analyzer.
If you are not sure which function to assign, you can change the value at any
time after the schema has been created. See Change the Function of a Column.
1. Choose a database schema from the left-hand side of the screen. A list will
show the tables contained in the selected database in the middle of the screen.
2. Select one or more tables to add to your schema. Each table you add appears
in the middle section of the page.
3. Click the "+" next to a table to expand it and edit its columns definitions.
4. Select columns and set labels, mapping types and functions as needed. For
details, see Column Definition Features.
8. Leave the checkbox marked to have Incorta automatically create table joins,
based on foreign-key relationships. You can edit or add joins later if needed.
Uncheck this box if you prefer to create joins manually.
9. Click Finish.
Manage Schemas
Load Data
1. Navigate to the "Schemas" tab in the "Schemas" page.
• Full: Select this option to perform a full schema load. This is typically done
the first time data is loaded into Incorta Analytics, or for a full refresh of the
data. To perform "Full" loading:
a. Select "Full" from the "Load" drop-down menu. The confirmation box
appears.
b. Click Load to proceed with the full load, otherwise click Cancel.
• Incremental: Select this option to load only the data that has been
generated in the data source since it was last loaded. Incorta Analytics uses
an SQL query to fetch the new data from the server. Incremental loading
b. Click Load to proceed with the incremental load, otherwise click Cancel.
• Staging: Select this option to load data from the Incorta Analytics staging
area. This is the area where all the data gets extracted, but only data
specified by the Load Filter (defined in the Table Details page) gets loaded
into the Incorta engine. If there is no load filter defined, choosing this option
would load the extracted data into the staging area only, where as choosing
the "Full" load option would also load the data into the Incorta engine. You
may choose to load all schema tables from staging ( by selecting "Staging"
from the "Load" drop-down menu at the top of the schema definition page),
or individual schema table(s) (by clicking on the down arrow corresponding
to any table in the schema definition page and selecting "Load from
Staging"). In this case, you do not have to refresh the schema if it has
already been loaded. To load data from "Staging":
a. Select "Staging" from the "Load" drop-down menu. The confirmation
box appears.
b. Click Load to proceed with the staging load, otherwise click Cancel.
Performance Optimization
Incorta Analytics release 3.3 offers the option to optimize performance,
freeing users from having to load all their data into memory. There are three
optimzation options:
a. Loading schemas into memory - Using this option, users can load all
of their data into Incorta's memory. This can be done from any table's
definition page, by disabling the Performance Optimized option.
3. Click on the settings menu (gear icon) in the upper right-hand corner of the
screen. The schema settings window opens.
2. Select one or more tables to add to your schema. Each table you add appears
in the middle section of the page.
2. Select a schema to see its ERD by clicking on its row, not the checkbox.
2. Select the checkbox next to one schema only to edit its settings. The "Actions"
menu appears in the upper right-hand corner of the screen. Note that selecting
4. Select "Schema settings" from the drop-down menu. The "Schema Settings"
window appears.
2. Click on a schema to access the definition page for that schema by clicking on
its row, not the checkbox. The schema definition page opens.
3. Click on the gear (settings) icon in the upper right-hand corner of the screen.
The "Schema Settings" window appears.
To share a schema with other users and groups, simply use the following
steps:
1. Click on the "Sharing" tab.
To set the tables extraction sequence, simply use the following steps:
1. Click on the "Tables load order" tab. The tables list appears with the
corresponding extraction sequence number, defaulted at 10.
Delete a Table
To delete a table:
1. Click on the corresponding down arrow.
2. Select "Remove Table".
5. In the "Columns" section, click on the function (in the "function" column),
corresponding to the column you want to change.
6. Scroll down to the "Formula Columns" section, and find the new formula
column field.
NOTE:
Formula columns created in business schemas will not be added to the
default dashboard filters list.
To add additional filters, click the "+" icon in the upper right-hand corner of the
screen.
Load Filter
The "Load Filter" feature can be used to load large datasets at once and select
data segments that would fit into the Incorta engine for efficient memory
consumption. Using this feature, the Schema Manager would be able to extract
all the data into a staging area and only load specific data into the Incorta
engine. For information about the supported syntax with examples, see App. D:
Load Filter Syntax
To create a load filter:
5. Click Done in the upper right-hand corner of the screen, to exit the "Table
Details" page.
Create an Alias
By creating an alias you can refer to a table by an alternative name. You can
create aliases for tables in the same or different schemas, using the following
steps:
1. Use the "Schema" page to select the schema to which you want to add an alias.
2. Click on the "+" icon in the upper right-hand corner of the screen, and select
"Alias".
Create a Join
Incorta Analytics allows you to join two tables in separate schemas, even if the
source data exists in two separate databases. Joins can be viewed from within
a Parent schema table. For example, If schemaA.Table1 is joined to schemaB.
Table2 (where Table1 is the child table while Table2 is the parent table), then the
join can be viewed in the schema where the parent table is, i.e. schemaB.
You may either Create a join from the schema definition page, or Create a join
from the table details page.
2. Select the parent and child tables, along with the type of join, in the appropriate
fields. You may also add filters by clicking + in the upper right-hand corner of
the "Filters" block.
4. To add conditions to any join, select "Join Details" in the drop-down menu
in the upper right-hand corner of the block of that join. To delete a join, click
"Remove Join".
5. Add filters to a join by clicking + in the upper right-hand corner of the filter
block.
Delete a Join
To delete a join, click on the corresponding down arrow, and select "Remove".
Overview
In order to use the business schema feature (i.e. business view), you need to:
1. have a physical schema loaded, and the included tables properly joined.
2. navigate to Business Schemas in the menu bar on the left-hand side of the
screen to:
• add, or import, business schemas, by clicking on "+" in the upper right-
hand corner of the screen, see Create/Import a Business Schema.
• edit existing business schemas to:
• add a new business view, see Create/Delete a view in a business
schema.
• edit and remove an existing view, see Managing business views and
business schemas.
• export, or delete, one or more business schemas, see Managing business
schemas.
• share, or edit the description of a schema, by selecting a schema in the
"Schema" page, then selecting "Schema settings" from the "Actions"
menu in the upper right-hand corner of the screen.
In order to create a view in a business schema, you need physical and loaded
schema(s) to use its tables in that view. After selecting the schema(s), you can
drag the columns needed to add to the new view.
Analyze users can define formulas in Business View (Business Schema screen)
and use it in Analyzer. These formulas are saved as logical objects only and are
computed at runtime.
Additionally, in a business view, you can create formula columns and reuse them
in another formula column in the same, or any other, view or business schema.
For more details, read the following example and see Managing business views
and business schemas.
3. Click on "+" in the upper right-hand corner of the screen, or click Add New
View in the middle of the screen of any empty schema page. The views
page opens in a view editing mode.
4. Enter a name for the new view in the view name field. The default name for
a new view is "New_View". If the default name is not changed, additional
views will be given the default name (i.e. "New_View") appended by its
sequence number.
10. Click on the trash bin icon corresponding to a column, to remove it.
11. Click on the actions menu (three vertical dots) corresponding to a view/
folder, to delete it.
12. Click Done in the upper right-hand corner of the screen, when done. The
business schema definition page opens, containing all the business views
within that schema.
3. Click on the arrow corresponding to any view to expand and preview a list of
the contained columns within that view.
5. Select "Edit" from the drop-down menu. The views definition page opens in
edit mode.
6. The edit mode can also be enabled by clicking on "+" (to add a new folder
or view) in the upper right-hand corner of the business schema definition
page.
7. Select "Add New Folder" or "Add New View" to open the views definition
page in edit mode.
3. Select "Add New Folder". A new empty folder gets created in the views
definition page.
3. Enter a name and label for the new formula (e.g. Profit), and set the data
type for the new column from the drop-down list.
5. Enter a formula, e.g. Revenue - Cost, by clicking on the "+" icon (which
appears when hovering over a column on the left-hand side) to add a
column (e.g. Revenue).
7. Click Save. The new formula column is added in the view definition page.
14. Click Done. The new formula column is added in the view definition page.
Now that you understand the underlying data structures, you are ready to build
a new dashboard using one of the following methods:
A. Click the "+" icon in the upper right-hand corner of the "Content" page:
1. Create an empty dashboard that you can build from the ground up, using
the schemas you have already defined.
2. Manually specify a name, choose specific schemas and tables, set
Dashboard Filters, choose a visualization type for your first Insight.
• See Create a New Dashboard from the "Content" Page.
NOTE:
Before creating a dashboard by either method, ensure you have:
1. connected Incorta Analytics to your datasources and data files.
2. defined your schemas based on those datasources and data files.
3. loaded the data to the Incorta Analytics engine.
2. Select "Add Dashboard", the new dashboard name window opens, with a
default name "New Dashboard".
3. Enter a unique dashboard name, then click Add. The new dashboard
opens in the "Analyzer" mode (this is the mode required in
order to build/edit an Insight), with a column chart selected by
default. At this point, there are no schemas or tables selected.
The new dashboard is automatically given the current schema name followed
by "Dashboard". If the name already exists, the new dashboard name will be
appended with a number, i.e. SchemaName Dashboard-1.
If you want to customize the dashboard’s schema(s) and add Dashboard Filters,
see Build and Edit Insights: The Analyzer.
To build an Insight, see Build and Edit Insights: The Analyzer.
Measures
It is easiest to define an Insight if you begin by thinking about what you want
your Insight to measure, e.g. units sold or revenue would be a Measure. For
more details about defining a measure, See Specify Filters for Measures.
Grouping
Next, the grouping dimension would be defined by how you want to group, or
slice, the measure you choose. For example, you can group by category, or by
a time period. For details about defining the grouping dimension, See Specify
Filters for the Grouping Dimension(s).
You can add as many filters to the coloring dimension as you need. When you
specify multiple filters for the coloring dimension in a single Insight,
• their order from left to right determines the drill-down path for the Insight
unless there are multiple filters in the grouping dimension.
• you should define only one filter for the grouping dimension.
2. Search for the element you want to sort by in the search box atop the Source
Elements List on the left hand side of the screen, e.g. Revenue.
NOTE:
This feature applies to Table and Pivot Table Insights only.
To activate pagination:
1. Navigate to any dashboard with a table Insight.
2. Go to the Analyzer mode by clicking the three vertical dots in the upper right-
hand corner of the Insight.
3. Click on the settings menu (gear icon) in the upper right-hand corner of the
page.
NOTE:
If the Page Size is set to Zero or left blank, the default number of rows
displayed will be 1000 rows per page.
5. Click Done in the upper right-hand corner of the screen, to exit the Analyzer
mode. The number of pages appears in the bottom left-hand corner of the
Insight.
2. Click on the three vertical dots in the upper right-hand corner of the Insight.
3. Click on "Focus" to enable full screen mode.
5. To exit Full Screen Mode, click on the "X" icon in the upper right-hand corner
of the screen.
2. Click on the three vertical dots in the upper right-hand corner of an Insight to
go to the Analyzer mode.
3. Add more than one grouping dimension in the grouping dimension field.
4. Click on the settings menu (gear icon) in the upper right-hand corner of the
page. A drop-down menu opens.
Dynamic Hierarchy
This feature helps view an organizational structure in a tree view, while adding
optional attributes that can be specified in the Analyzer. The tree view can be
collapsed and expanded when viewing managers and their subordinates.
NOTE:
Schema tables used in Insights with hierarchy must be self-joined, in order
for the data to be properly calculated.
NOTE:
The parent in the hierarchy tree is shown by default. Enabling "Exclude
Parent" hides the parent.
18. Click the arrow next to the table column header, to expand or collapse all parent
values in the column.
2. You can locate values using the Search/Add box, and select them from the
3. Erase the typed value to show the whole values. You can select another
value, or select the whole values. To search for additional values, repeat step
2.
2. Enable the "Case Sensitive" option to match the letter case of the values
and the returned results. This option is disabled by default.
NOTE:
"Case Sensitive" appears when using the operators resulting in string
values (i.e. "Starts With", "Does Not start With", "Contains", "Does Not
Contain", "Ends With").
5. Click the "+" icon. The selected values will appear at the top of the list.
5. Click Apply.
2. Drag a measure, i.e. "revenue", column from the source elements list on the
left-hand side and drop it in the filter field.
Settings Tab
Max Rows: This setting limits the number of rows of data from the grouping
dimension to be included in the Insight.
Max Groups: Use this to return a large table where there is a group-by of
500,000 values or more.
Logarithmic: Switch on to focus on the part where data points starts fluctuating.
For example, if all the horizontal data points on the chart share the same vertical
values up to a certain point, you may want to start the vertical dimension at
this point to increase the scale and focus on the fluctuating data. Switching
“Logarithmic” on does this automatically.
Auto-Refresh: Auto-Refresh is set on by default. Leave it on if you want the
Insight to update automatically whenever the underlying data is updated. Set it
Layout Tab
Rotation: Select the labels orientation on the horizontal axis of the Insight.
Legend: Switch on to display what dimensions the chart colors represent.
Values: Switch on to display the values on the charts.
X-Axis Labels: Switch on to display labels on the x-axis.
X-Axis Title: Switch on to display the title of the x-axis.
4. Use the Variables drop-down menu to select and insert variables. Variables are
displayed in yellow.
Formula Functions
For a complete list of functions, see App. B: Formula Functions.
Formula Variables
For a complete list of formula variables, see App. C: Date Variables.
1. Note that the URL feature is only available for reports of type "List", and for
measures when "Aggregated" is turned off in the dashboard settings menu.
To turn off the "Aggregated" feature, click on the gear icon in the upper right-
hand corner of the Insight in the Analyze mode.
Base Table
The "Base Table" feature allows you to join two tables that are not directly
joined (i.e. tables that do not share common dimensions). To use it, a
transactional table has to be selected as the “Base Table”, or driving table, in
order to join the two tables.
Example:
Consider a SALES table that is joined with a CUSTOMERS table, which is joined
with a COUNTRY table. Now assume that there is a PRODUCT table and it is
joined with the SALES table, but not to the COUNTRY table. If you try to build a
report showing the countries where the products were sold, you will get an error
because the COUNTRY table is not directly joined to the PRODUCTS table.
However, if you use the transactional table (SALES in this case) as the Base
Table, this information can easily be obtained. Refer to the ER diagram below
for clarification, and walk through the following steps to learn more about this
feature:
Assumptions:
You have a schema where there is a transactions table (SALES table in this
example), and it is joined with a CUSTOMERS table that is joined with a
COUNTRY table. The SALES table should also be directly joined with the
PRODUCTS table. (Please note that in this example, the COUNTRY table is not
2. When the “Choose a Visualization” window appears, select the Table chart
from the TABLES list. The Insight opens in Analyzer mode.
3. Click on the “+” next to the search box at the top of the source elements
list, on the left-hand side of the screen. The schemas and tables submenu
opens to the right-hand side.
4. Select "Tables" in the drop-down menu at the top of the submenu. A list of
schemas and included tables appears.
Note:
Since we would like to see the number of products sold in each country,
we need to drag the “Product” column to the measure field and drag the
“Country” column to the grouping dimension field.
7. Type “Country” in the search box to quickly locate it and drag it into the
list to the "grouping dimension" field. Another option is to hover over
"Country" in the search results and click on the "+" that appears. The item
will automatically get placed in the "grouping dimension" field, if the circle
next to the item is light-blue. If the circle is dark blue, it will pop in the
"measure" field. In any case, you can move any column from one field to the
other.
8. Similarly, type “Product” in the Search box and place it in the "measure"
field.
10. Ensure only distinct data is returned, by clicking on the down arrow
corresponding to the “Product” element. The dimension menu appears.
13. Enable the "Base Table" feature. A new field "Base Table" appears to set
the base table.
16. Select the "SALES" table from the tables list. A new list of all the table
columns appears.
18. Now if you would like to build an Insight Table showing the number of
countries where each product is sold, repeat the previous steps, swapping
"Product" with "Country".
2. Click on the three vertical dots in the upper right-hand corner of any Insight.
The Insight opens in Analyzer mode.
Important Terms
Before proceeding, it is important that you become familiar with the following
terms:
5. Click OK.
Build a Dashboard
Now that you have properly defined source and query schemas, you are ready
to build dashboards and Insights without having to load all of your data in
Incorta's memory. All query tables defined within the query schema should be
displayed in the source elements list in the Analyzer mode. To learn how to
build a new dashboard see Create a New Dashboard from the "Content" Page.
5. Click Share.
6. Click Close.
Send a dashboard
This feature allows you to send dashboards to users/groups/shared folder, in the
same way you would send a regular email. Starting from release 3.1.9, users can
add Cc/Bcc recipients, a subject line, and body text in the dashboard email.
This release also includes the all-new “Incorta-over-Incorta” feature. This feature
enables re-using formula-generated data of one CSV/XLSX Insight in another
dashboard. That is, after creating a CSV/XLSX table Insight, containing formula
columns, Incorta Analytics enables you to send this data to a specific folder
To send a dashboard:
1. Navigate to any dashboard.
2. Click on the export icon in the upper right-hand corner of the page, a drop-
down menu opens.
NOTE:
Check “Append Timestamp” to append file names with a timestamp when
they are generated. Uncheck this option to overwrite a file, if it already
exists in the destination shared folder.
NOTE:
The dashboard sent to the shared folder can be used as a data source.
Schedule a Dashboard
With Incorta Analytics, you can easily schedule dashboards to be sent to
internal users, groups, or even external users with external email addresses
either once or at scheduled intervals. For a list of suspended, active, and
completed dashboards scheduled jobs, go to the "Scheduler" page, by clicking
on "Schedule`r" tab on the top of the screen.
2. Click on the export icon in the upper right-hand corner of the page, a drop-
down menu opens.
5. Select a recurrence of the scheduled job, e.g. "Daily", or select "No recurrence"
by selecting the checkbox.
Dashboard schedules
Dashboards schedules can only be viewed or deleted in the "Scheduler"
page. To schedule dashboards to be sent to other users, refer to Schedule a
Dashboard. To view a list of all the scheduled jobs for dashboards:
1. Click on the "Scheduler" item at the top of the screen.
`
2. Click on the drop-down menu in the upper right-hand corner of the "Jobs"
table to toggle the view between "All", "Active", "Suspended", and
"Completed" dashboard schedule jobs. Note that jobs with no recurrence
end date would not show in the "Completed" jobs list, until an end date has
been set.
3. Click anywhere (not the "Dashboard" name) on any job row to view the
details for that job.
4. Click on the value for the "Dashboard" column to view that dashboard.
5. If you would like to delete a dashboard scheduled job, select that job. The
"Actions" menu appears in the upper right-hand corner.
6. Click on the "Actions" drop-down menu.
7. Select "Delete selection". The deletion confirmation box appears.
Schema schedules
Incorta Analytics offers the option to schedule schemas to load automatically,
replacing the previously known "Automatic Refresh". Scheduled jobs for
schemas can be created, viewed or deleted in the "Scheduler" page. To create
a schema load schedule job, you can either Schedule a schema load from the
"Scheduler" page or Schedule a schema load from the schema definition page.
2. Click on the "Schema Loads" tab to see the scheduled jobs for schema
loads.
3. Click on the drop-down menu in the upper right-hand corner of the "Jobs"
table to toggle the view between "All", "Active", "Suspended", and
"Completed" schema schedule jobs. Note that jobs with no recurrence end
date would not show in the "Completed" jobs list until an end date has
been set.
4. Click anywhere (not the "Schema" column) on any job row to view the
9. Click Delete.
3. You can also open the scheduler window from any schema definition page.
Select a schema. The definition page opens for that schema.
4. Click Load in the upper right-hand corner of the screen. A drop-down menu
appears.
5. Select "Schedule". The scheduler window opens.
Data Alerts
Incorta Analytics supports "Data Alerts". This feature tests a trigger on a
scheduled basis and delivers an Insight via email to a list of recipients if the
trigger condition is true. Triggers are based on a selected table and are true if
the table has at least one row of data, and false if the table is empty. That is, to
use this feature, the logged-in user would need to select a target dashboard
that already exists, and creates a condition table Insight (containing a filter). If
the condition table returns at least one row, the condition is true and the target
dashboard will be sent to the recipients listed in the "Alert" editor. If the table is
empty, the condition is then false, and thus no alerts will be sent.
• Start By: Set the date, time, and time zone when the condition
• Click Done in the upper right-hand corner of the screen to finish creating
the data alert.
6. Select an alert from the Data Alerts list, the Alert Editor window appears.
7. Select one or more data alerts, and click on the "Actions" drop-down menu
in the upper right-hand corner to:
• Export the data alert(s).
• Delete the selection(s).
What's an Insight
An Insight is the component that helps you visualize your data, and is placed in
the dashboard. Insights in Incorta Analytics are divided into three categories:
• Tables
• Charts
• Gauges
Part of designing an effective Insight is selecting the appropriate visualization
type. In this Appendix, you will find a description of each of these types. The
choice of a visualization type is not set in stone; after defining an Insight in the
Analyzer, you can still change the visualization type to whatever you find as the
best fit. You can even change a visualization type to a completely different one,
e.g. you can transform a table into a column chart.
In the Analyzer, you may find one, two, or three fields depending on the
selected visualization type. The common field you will find across all types is the
"measure" field, which is the attribute you want to measure (e.g. revenue). You
can also drag the attributes you want to group by to the "grouping dimension"
field (e.g. Country). Finally, you may also choose to add coloring attributes by
dragging them to the "coloring dimension" field (e.g. Product Subcategory).
Pivot Table
Use a pivot table to plot two dimensions against each
other. The attributes entered in the "grouping dimension"
field define the rows in the pivot table. Those entered in
the "coloring dimension" field define the columns in the
pivot table. Finally, the attributes entered in the "measure"
field define the cells of the pivot table. The "grouping
dimension" and the "coloring dimension" both are required
to build a pivot table.
Table
This is the simplest mode of a table. All attributes and
measures have to be entered in the "measure" field. You
can enter columns from different tables, if they are joined
together. If a column shows as Null, this may indicate a
missing join, or joins in the wrong direction.
Aggregated
The user can group-by the data by certain dimensions.
The group-by dimensions have to be dragged to the
"grouping dimension" field, while the rest of the attributes
should be dragged to the "measure" field. By default,
Incorta will aggregate the data, grouping by the "grouping
dimensions." User can select not to Aggregate, by turning
off the Aggregated button from the Settings drop-down
menu in the upper right-hand corner of the screen.
Aggregated - Total
This table type has a row added at the bottom where the
sum of all the rows would be calculated.
Types of Visualizations
Bar Chart
This chart is similar to the column chart representing the
data in horizontal bars rather than vertical columns. Using
this chart, you may plot grouping dimensions on the
(vertical) y-axis versus measures on the (horizontal) x-axis.
Additional measures are represented by different colors.
Stacked-Bar Chart
This chart is similar to the Stacked-Column chart
representing data in horizontal bars rather than vertical
columns.
Area Chart
In this type of chart, the areas under the lines for multiple
data series are overlayed on each other. This chart requires
a grouping dimension and a measure. A coloring dimension
can be added to slice the area for each dimension value by
another dimension. Similar to the Stacked-Column Chart,
you can choose to stack two measures, but then you cannot
add a coloring dimension in that case.
Line Chart
This graph connects data points in the series with a line,
but does not indicate exact values between data points.
Additional measures will be represented by separate
colored lines.
Stacked-Line Chart
Only the data series plotted at the bottom of the chart starts
at zero on the y-axis, each following series is plotted relative
to the series below it. This chart behaves similar to the
stacked column chart, except that the graphs are drawn with
lines instead of vertical bars.
Pyramid Chart
A pyramid chart can be used to represent categories based
on their hierarchy, importance, or size. A pyramid chart
requires one grouping dimension and one measure. It is the
same as a funnel chart, but inverted.
Treemap Chart
Treemap charts can be used to represent hierarchical
structures, using a specific column for coloring. The size
of the rectangle represents the value of the grouping
dimension. Treemaps can also show the 2nd level of the
grouping dimensions. Any hierarchical type data can be
shown with a glimpse into the next level. They are useful for
showing two levels of values at the same time. Treemaps
only show 1 measure but 2 levels.
Heatmap Chart
Heatmap charts can be used to represent values of each
slot using varying darkness. That is, the darker the slot, the
higher the value it represents.
Pie Chart
Use a pie chart to display distinct categories of data. It can
be used to slice one measure by one grouping dimension.
Additional grouping dimensions can be added to allow for
drill down from one dimension to the next.
Time Series
Use this chart type to represent a time series uisng splines.
This chart requires a minimum of one grouping dimension
and a measure. The graph has zooming capabilities that
enables the user to zoom in different periods. Additional
grouping dimensions may be added for drill-down.
Additional measures are represented by separate colored
splines.
Funnel Chart
A funnel chart displays values as progressively decreasing
proportions. The size of the area is determined by the series
value as a percentage of the total of all values.
Scatter Chart
The Scatter Chart is an X-Y plot in which each entity
represented is assigned a symbol called a point shape.
Both the x and y dimensions are quantitative; that is, they
have magnitude. If there is an independent variable, place
it on the x-axis. The grouping dimension is descriptive or
categorical. The purpose of a scatterplot is to discover or
illustrate correlations between the variables.
Bubble
This chart type uses bubbles to represent a grouping
dimension (e.g. Country) in varying sizes according to the
element numerical value in the measure field (e.g. revenue).
The grouping dimension labels each bubble.
Map Bubble
This chart type maps the grouping dimension values (e.g.
Country) as bubbles in varying sizes according to the
element numerical value in the measure field (e.g. revenue).
Combination Chart
Use this chart type to combine a pie chart with a column
chart in the same Insight.
Angular Gauge
An Angular Gauge shows a single value in relation to a
range of values. You can set stops, or ranges on the gauge
to be displayed in certain colors, independent of the value.
Solid Gauge
A Solid Gauge uses a single block of color to show a single
value in relation to a range. You can set stops, or thresholds,
above or below which a certain color is used. The color of
the fill corresponds to the range in which the data value
falls.
General Rules
• Each open parenthesis must be closed.
• String expressions could be surrounded by either "" (double quotation
marks), or '' (single quotation marks).
Aggregation Functions
and(SALES.SALES.AMOUNT_
SOLD=3696.48, SALES.SALES.
This boolean
COST_OF_GOODS=1670.79,
function takes one
SALES.COUNTRIES.COUNTRY_
(or multiple) boolean
NAME='Argentina')
and(bool exp1, expressions and
bool exp2, ...) returns "true" if
This formula returns "true" where
all are satisfied,
the revenue, cost, and country
otherwise it returns
name columns are of specific
"false".
values. If one of these values are
not matched, it returns "false".
not(SALES.COUNTRIES.
This function takes a COUNTRY_NAME = 'Germany')
boolean expression This function returns "true" for
not(bool exp)
and returns "true" if any record in the country name
it is false. column but "Germany", otherwise
it returns "false".
or(SALES.SALES.AMOUNT_
This boolean SOLD<3600, SALES.COUNTRIES.
function takes one COUNTRY_NAME='Germany')
(or multiple) boolean
or(bool exp1, bool expressions and This boolean function returns
exp2, ...) returns "true" if one "true" if the revenue is less than
(or all) is satisfied, 3600, or the country name column
otherwise it returns is "Germany". If none of these
"false". conditions is satisfied, it returns
"false" .
Conditional Statements
case(SALES.COUNTRIES.
COUNTRY_NAME = 'Spain',
'Great', SALES.COUNTRIES.
COUNTRY_NAME = 'Argentina',
case(bool The "case" statement 'Cool', 'Other_Country')
exp1,result1,bool has the same In this example, for rows with
exp2,result2,..., functionality of the "if" "Spain" in the country name
else) statement. column, the case statement
would return the word "Great".
For "Argentina", it would return
"Cool", otherwise, it would
return "Other_Country".
The "if" statement if(SALES.COUNTRIES.
returns the first COUNTRY_NAME = 'Spain',
expression if the 'Great', 'Other_Country')
boolean expression
if(bool exp, is "true", otherwise In this example, for rows with
expression1, it returns the second "Spain" in the country name
expression2) expression. If the column, the if statement would
first and second return the word "Great". For
expressions are other country names, it would
numbers, the result will return the word "Other_
be of type double. Country".
epoch(SALES.Sales_
The epoch or 'Unix Time' Date_dim.Sales_Date)
is the time elapsed since
January 1, 1970. This function This function returns
epoch(int exp) can be used to return the the number of seconds
number of seconds elapsed elapsed from January
since January 1, 1970 until a 1, 1970 until the date
specified date. of each record in the
Sales_Date column.
int(2306.77) converts
the double into an
integer to equal 2307.
Converts a double expression
int(double exp) int(SALES.SALES.
into an integer.
AMOUNT_SOLD)
converts each record
into an integer.
parseDate(INCORTA.
sales.TIME_ID_
This function takes in a String,"dd/MM/yy")
string date representation to This function takes in a
parseDate(string
Convert it into an equivalent string date expression
exp, string format_
value of a date type in the column in the "dd/
mask)
same format as the given MM/yyyy" format
format_mask. and returns a date
expression in the
format "dd/MM/yy".
Converts a string
representation of a number
into a double specified by a
Java DecimalFormat mask. parseDouble("12,345",
parseDouble(string For more information about "#,##0.0#;(###0.#)")
exp, string mask) DecimalFormat patterns, This function returns
please follow this link: 12,345.00
https://docs.oracle.com/
javase/7/docs/api/java/text/
DecimalFormat.html
This function takes in a string
date (the first parameter),
whose format has to match parseTimestamp
the string mask (the second ("2001-12-24
parameter) and returns it 23:05:33.000", "yyyy-
as a date type in a format MM-dd HH:mm:ss.
matching the logged-in SSS")
parseTimestamp user locale preferences. The
This function
(string exp, string function takes any valid java
converts the string
mask) mask.
representation of the
Note the returned date timestamp into a date
format is not affected by type of a matching
the incoming data, or the format to that of the
string mask. To change the logged-in user locale
returned date format, use the preferences.
formatDate(date expression,
string mask) function.
string(INCORTA.
SALES.AMOUNT_
SOLD)
Converts an integer
string(int exp) This function converts
expression into a string.
the integer records
of the amount_sold
column into a string.
Filter Functions
sum(firstVersion(SALES.
SALES.AMOUNT_
Returns the first occurrence of SOLD, SALES.SALES.
a value with respect to date CUSTOMER_ID,
(i.e. the order-by parameter). SALES.SALES.TIME_
firstVersion(value,
Unless used as a filter, this ID))
group-by, order-by)
function must be used inside
an aggregation function (e.g. This function returns
sum, min, max, avg). the total of the earliest
generated revenue by
each customer.
sum(lastVersion(SALES.
SALES.AMOUNT_
Returns the last occurrence of SOLD, SALES.SALES.
a value with respect to date CUSTOMER_ID,
(i.e. the order-by parameter). SALES.SALES.TIME_
lastVersion(value,
Unless used as a filter, this ID))
group by, order by)
function must be used inside
an aggregation function (e.g. This function returns
sum, min, max, avg). the total of the latest
generated revenue by
each customer.
descendantOf(HR.
EMPLOYEES.FIRST_
NAME, “John”)
This function returns
"true" for each record
(in the “FIRST_NAME”
column) that is
This boolean function takes descendant of "John",
a column of a hierarchical i.e. whose manager is
table as the first parameter, “John”.
and returns "true" for each descendantOf(HR.
descendantOf(field,
row where the first parameter EMPLOYEES.FIRST_
$sessionVariable)
is descendant of the second NAME, “John”)
one. The “value” parameter
could be a value (e.g. Joe), or You may also create a
variable (e.g. $employee). variable for the second
parameter to compare
against the records of
the first one. When
creating the variable,
you can give it a
default value, which
users can change on
the Insight level.
descendantOf(HR.
EMPLOYEES.FIRST_
NAME, “John”, 2)
If John is the manager
of Paul, and if Paul is
the manager of Mary,
and if Mary is the
manager of Dan, the
This boolean function takes function will return
a column of a hierarchical “true” for Paul and
table as the first parameter, Mary only. The function
and returns "true" for will return “false” for
each row where the first Dan, since Dan is at
descendantOf(field,
parameter is descendant of depth level 3.
$sessionVariable,
the second one, down to
depth) descendantOf(HR.
the depth level specified by
the “depth” parameter. The EMPLOYEES.FIRST_
“$sessionVariable” parameter NAME, $Emp, 2)
could be a value (e.g. Joe), or You may also create a
variable (e.g. $employee). variable for the second
parameter to compare
against the records of
the first one. When
creating the variable,
you can give it a
default value, which
users can change on
the Insight level.
lookup(SALES.
This function fetches a value CUSTOMERS.CUST_
from a table using primary key LAST_NAME, SALES.
lookup(result lookup values. The first parameter CUSTOMERS.CUST_
field, primary key is the field value to be ID, SALES.SALES.
field 1, primary key returned, while the remaining CUSTOMER_ID)
value 1, primary key parameters are the table This example returns
field 2, primary key primary-key fields and their customers last name
value 2, ..., default respective values. The last whose customer
value) parameter takes in the default IDs found in the
value, which could be through CUSTOMERS table
a presentation variable. match those found in
the SALES table.
Returns the
smallest integer
ceil(double exp) that is greater than, ceil(5.9) = 6
or equal to, an
argument.
round(14.5) = 15.
round(double Returns the closest round(14.4) = 14.
expression) long. round(Sales.Sales.Amount_Sold)
= <ROUNDED_ROW_VALUE>
Example
if(isNull(closeDate, “-”, string(quarter(closeDate)))
In this example, the formula will return the quarter of the "closeDate" column if
CloseDate is not null, and will return '-' if it is Null.
Function
Description Example
Signature
date("2001-12-24
Converts a string to a 23:55:12.000")
date(string date using the “en-US”
expression) locale and the format This function takes a string date
mask "yyyy-MM-dd". representation and returns a
date value.
hour(timestamp ("2001-12-24
23:55:12.000"))
Returns the hour
component of a date/ The timestamp function
hour(date converts the string timestamp
timestamp. The date
expression) representation into a timestamp.
should be in the
format "yyyy-MM-dd". The "hour" function returns
the hour component of the
timestamp, which is "23".
removeTime (INCORTA.EMP.
Removes the time DATE_CREATED)
removeTime
component from a This function removes the time
(Timestamp
timestamp, returning component from the timestamp
expression)
only the date. "1/1/00 12:00:00 AM" and
returns only the date "1/1/00".
length("San Mateo")
Returns the length of This function returns
length(string exp) a string expression, the length of the string
including spaces. expression including
spaces, which is "9".
lower("Sally")
lower(string Returns the same string in This function returns the
expression) lower-case letters string "Sally" in lower case
to read "sally".
lTrim(" Hello")
This function takes a string This function trims the
lTrim(string expression and returns it leading white space and
expression) without the leading white returns the word "Hello"
space. without the space before
it.
replace(INCORTA.ADMIN_
Searches string field (first EMP.JOB,"Q","Zee")
parameter) for specified
replace(string exp, This function searches
string characters (second
string old, string the "JOB" column in the
parameter) to replace
new) ADMIN_EMP table for
with other characters (third
parameter). the occurrence of "Q" to
replace with "Zee".
rTrim("Hello ")
This function takes a string
rTrim(string expression and returns it This function trims the
expression) without the trailing white trailing white space and
space. returns the word "Hello"
without the space after it.
Formula Variables
For a complete list of supported date variables, see App. C: Date Variables.
The following table describes the date variables supported by Incorta Analytics.
Please note that If they are used in formula columns of a schema, they are
interpreted at load time and stored in memory. But if they are used in Business
Schemas or a Dashboard, then they are calculated at query time.
This appendix describes the supported syntax in the load filter, including examples
to help you create your own load filters. The appendix lists the supported syntax
into three tables; The operators table, The functions table, and The date variables
table.
User != 1
This operator returns the rows
<COL_NAME> != FirstName != "John"
where the data is not equal to
<VALUE> Hire_Date !=
a certain value.
DATE("03/03/2003")
User < 1
This operator returns the rows
<COL_NAME> < FirstName < "John"
where the data is less than a
<VALUE> Hire_Date <
certain value.
DATE("03/03/2003")
User > 1
This operator returns the rows
<COL_NAME> > FirstName > "John"
where the data is greater than
<VALUE> Hire_Date >
a certain value.
DATE("03/03/2003")
User >= 1
This operator returns the rows
<COL_NAME> >= FirstName >= "John"
where the data is greater than
<VALUE> Hire_Date >=
or equal to a certain value.
DATE("03/03/2003")
User <= 1
This operator returns the rows
<COL_NAME> <= FirstName <= "John"
where the data is less than or
<VALUE> Hire_Date <=
equal to a certain value.
DATE("03/03/2003")
daysBetween(
Returns the data of $currentDate, Time_ID)
the days between < 2500
daysBetween (<DATE_ the date variable
VARIABLE>, <DATE_ and a date column, Note that the
COLUMN>) <OPERATOR> where the date supported date
<VALUE> variable must be variables are:
greater than the "$currentDate",
latter. "$currentYear", and
"$currentMonth".
date ("2001-12-24
Converts a string to 23:55:12.000")
a date using the “en-
date(string expression) US” locale and the This function converts
format mask "yyyy- the string date
MM-dd". representation a value
of date type.