Data Analyzer User Guide

Informatica® PowerCenter®
(Version 8.6)

Informatica PowerCenter Data Analyzer User Guide Version 8.6 June 2008 Copyright © 2001-2008 Informatica Corporation. All rights reserved. Printed in the USA. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable. The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing. Informatica, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica Complex Data Exchange and Informatica On Demand Data Replicator are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright © Sun Microsystems. All rights reserved. Copyright © Aandacht c.v. All rights reserved. Copyright 2007 Isomorphic Software. All rights reserved. This product includes software developed by the Apache Software Foundation (http://www.apache.org/) and other software which is licensed under the Apache License, Version 2.0 (the "License"). You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright, Red Hat Middleware, LLC, all rights reserved; software copyright © 1999-2006 by Bruno Lowagie and Paulo Soares and other software which is licensed under the GNU Lesser General Public License Agreement, which may be found at http://www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, “as-is”, without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. This product includes software copyright (C) 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at http://www.gnu.org/software/ kawa/Software-License.html. This product includes software licensed under the terms at http://www.bosrup.com/web/overlib/?License. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/. This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php). This Software is protected by Patents including US Patents Numbers 6,640,226; 6,789,096; 6,820,077; and 6,823,373 and other Patents Pending. DISCLAIMER: Informatica Corporation provides this documentation “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of noninfringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice.

Part Number: DA-USG-86000-0001

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi

Chapter 1: Understanding Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Data Analyzer Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Wildcard Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Using the LDAP Directory Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Data Analyzer Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Types of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Types of Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Creating Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Prompts for On-Demand Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Logging in to Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Data Analyzer Login Page Display Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Data Analyzer Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Alerts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Displaying a Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Displaying a Composite Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Displaying a Dashboard on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Report Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Report Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Administration Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Create Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Create Composite Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Create Dashboard Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Manage Account Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

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Chapter 3: Using Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Dashboard Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Dashboard Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Viewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Viewing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Interacting with Chart and Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Refreshing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Using Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Applying Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Using the *No Filter Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Editing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 4: Accessing Data Analyzer Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Searching for Data Analyzer Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Creating a Query for a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Saving the Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Steps for Creating a Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Using a Previously Saved Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Navigating the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Using the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Opening an Item in the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Flagging an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Moving or Copying an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Deleting an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Viewing the Properties for an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Accessing Data Lineage for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Creating a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Editing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Creating a Shortcut to a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Working with Shared Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Adding a Link to a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Editing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Emailing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Adding a Report or Shared Document to Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . 43

Chapter 5: Creating a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Public Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Selecting Layout and Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Selecting a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

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Table of Contents

Creating a Custom Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Setting a Default Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Creating a Query to Search for Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Steps for Selecting Layout and Content for Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . 48 Creating Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Previewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Publishing a Public Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Chapter 6: Selecting Metrics for a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Reports with Metrics Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Prompts for Metrics in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Creating a Query to Search for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Accessing Data Lineage for a Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Steps for Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 7: Selecting Attributes for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Reports with Attributes Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Prompts for Attributes in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Creating a Query to Search for Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Accessing Data Lineage for an Attribute. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Steps for Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 8: Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Relative Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Absolute Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Granularity for the Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Refinements for the Time Period and Granularity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Prompts for Time Settings in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Steps for Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Editing Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

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Chapter 9: Working with Filters, Filtersets, and Filter Identifiers . . . . . . . . . . . . . . . 73
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Types of Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Grouping Multiple Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Filters and Filtersets for Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Creating an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Filters on Date Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Using Progressive Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Creating Prompts Based on an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Steps for Creating an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Editing an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Applying Metric Filters to Granular Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Steps for Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Editing a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Working with Filtersets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Creating a Filterset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Applying an Existing Filterset to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Setting a Filter Identifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Adding or Deleting a Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Adding an Attribute Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Adding a Metric Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Deleting a Filter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Using a Global Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Using Global Variables with Date Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Chapter 10: Ranking Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Ranking Custom Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Ranking Reports with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 SQL Statements for Ranked Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Setting Absolute Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Setting Percent Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Chapter 11: Configuring Layout and Setup for a Report . . . . . . . . . . . . . . . . . . . . . . 99
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Setting Report Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Displaying Metrics as Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Steps for Setting Report Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Formats for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

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Date and Time Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Row Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Hiding Report Metadata and Data Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Row Banding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Empty Report Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Pagination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Steps for Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Creating a Report Table Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Creating an Analytic Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Creating a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Using an Existing Report as a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Creating Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Adding a Report Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Editing a Report Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Chapter 12: Publishing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Applying Security to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Steps for Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Defining Dashboard Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Setting Permissions on a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Subscribing Users to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Subscribing Users to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Unsubscribing to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Manually Subscribing Users to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . 129 Manually Subscribing to an Item from the View Tab or Find Tab . . . . . . . . . . . . . . . . . 129 Managing Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Broadcasting a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 State of a Broadcasting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Broadcast Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Broadcast Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Scheduling Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Broadcasting a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Broadcasting a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Searching for Recipients with Data Analyzer Accounts . . . . . . . . . . . . . . . . . . . . . . . . . 137 Archiving a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Archive Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Steps for Archiving a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Chapter 13: Working with Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Creating a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Using a Query to Search for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Editing the SQL Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Multiple SQL Statements . . . . . . . . . . . . . . . . . . . . 146 Sharing Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Displaying Report Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Using SQL Hints . . . . 171 Understanding Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Setting Permissions for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Customizing Display Options for Composite Reports . 143 Formatting a Composite Report . 167 Report Level Tasks . . . . . . . 161 Steps for Editing the SQL Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Working with Composite Report Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Data Restrictions in the SQL . . . . . . . . . . . . . . . . . . . 152 Displaying Reports with Prompts . . . . . . . . . . . . . . . . . . . . 148 Exporting Composite Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Understanding Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 viii Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Steps to Create a Composite Report and Add Subreports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Applying Security to a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Chapter 15: Analyzing a Report. . . 145 Broadcasting a Composite Report . . . . . . . . . . . 145 Subscribing Users to a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . 163 Saving a Report . . . . . . . . . . . 168 Editing a Report . . . . . . . . . . . . . . . . . 167 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Defining Broadcasting Rules for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Chapter 14: Running a Report . . . . . . . . . . . . . . . . . . . . . 156 Using System Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Understanding State . . . . . . . . . . . . . . . . . . . . . . . . . 175 Understanding User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Steps to Display a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Highlighting Metric Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Overview . . . . . . . . . . . . . . . . . . . 161 Using Stored Procedures in the Edited SQL Query . . . . . . . 142 Defining Composite Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168 Saving an Existing Report as a New Report . . . . . . 144 Publishing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Data Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Emailing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Displaying a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Steps to Set Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Suppressing the GROUP BY Clause . . . . . . . . . . . . . . . . . . . . . 154 Viewing the Query for a Report . . . . . . . . . . . . . . . . 148 Printing a Composite Report . . . . . . . . . . . . . . . . . . . . . 158 Using Reports with Edited SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

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

xiv Table of Contents .

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

Use the following email addresses to contact Informatica Global Customer Support: ♦ ♦ support@informatica. 3rd Floor 150 Airport Road Bangalore 560 008 India Toll Free Australia: 1 800 151 830 Singapore: 001 800 4632 4357 Standard Rate India: +91 80 4112 5738 Toll Free +1 877 463 2435 Toll Free 00 800 4632 4357 Standard Rate Brazil: +55 11 3523 7761 Mexico: +52 55 1168 9763 United States: +1 650 385 5800 Standard Rate Belgium: +32 15 281 702 France: +33 1 41 38 92 26 Germany: +49 1805 702 702 Netherlands: +31 306 022 797 United Kingdom: +44 1628 511 445 xvi Preface . or the WebSupport Service. California 94063 United States Europe / Middle East / Africa Informatica Software Ltd. You can contact a Customer Support Center through telephone. email.Informatica Global Customer Support There are many ways to access Informatica Global Customer Support. You can request a user name and password at http://my. Berkshire SL6 3TN United Kingdom Asia / Australia Informatica Business Solutions Pvt. White Waltham Maidenhead.com for general customer service requests WebSupport requires a user name and password. Ltd.informatica. Diamond District Tower B.com. 6 Waltham Park Waltham Road. Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Informatica Corporation Headquarters 100 Cardinal Way Redwood City.com for technical inquiries support_admin@informatica.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

When you click the arrow icon on the Create tab. You can save these composite reports in your Personal Folder or in the Public Folders. 16 Chapter 2: Data Analyzer Interface . and daily calendar from the company mail server. You can also set up the devices on which you want to receive alerts. Create Dashboard Wizard You can create public and personal dashboards on the Create Dashboard Wizard. contacts. You can save these reports in your Personal Folder or in the Public Folders. You can set up your user name to access your email. and dashboards. Composite reports in the Public Folder are available to other users. the Create menu appears. you can set your password and set your preferences to personalize your view of Data Analyzer. Reports in the Public Folder are available to other users. Create Composite Report Wizard You can create composite reports that combine two or more subreports to display several views of business information or see multiple functions in a data profile report. links to reports. and links to shared documents to a dashboard. You can add indicators. From the Create menu. Manage Account Tab On the Manage Account tab. you can create reports. you can access the following wizards: ♦ ♦ ♦ Create Report Wizard Create Composite Report Wizard Create Dashboard Wizard Create Report Wizard You can create reports to display information from the data warehouse. composite reports.Create Tab On the Create tab.

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

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

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

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

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

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

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

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

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

26 Chapter 3: Using Dashboards .

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

Add reports or shared documents to your personal dashboard. If you select an item in the search results. View report properties. or shared documents you want 28 Chapter 4: Accessing Data Analyzer Content . shared documents. shared document. composite reports. Use the content folders to work with available reports. when searching content for a dashboard. Set up links to shared documents. Navigate the content folders to locate reports.Figure 4-1 shows the task areas on the Find tab: Figure 4-1. Searching for an Item on the Find Tab Query for the search Search results You can also create queries on other Data Analyzer tabs to search for content. Data Analyzer displays detailed information about the item in the Details task area. Create a query to search for items based on specific criteria and a value for this criteria. reports. you can create a query to search for reports. Find Tab Task Areas Shortcuts Query Results Folders Details You can complete the following tasks on the Find tab: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Search for a report. shared documents or public dashboards. or public dashboards. Searching for Data Analyzer Content On the Find tab. For example. or dashboard. shared documents. After you create the query. you can create a query to search for indicators. you can run the query to display the search results in the Results task area. Create folders and shortcuts to folders. and public dashboards. Figure 4-2 shows a query and its results on the Find tab: Figure 4-2.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

see “Selecting Email Recipients from the LDAP Directory Service” on page 255. Note: If the Data Analyzer system administrator has configured the LDAP directory. 4. Separate multiple email addresses by a comma (. Enter the following information: Property To Cc Bcc Subject Text box Description Email address of the recipient. 3. Click Browse to select a file. To attach another report or shared document to the email message. Adding a Report or Shared Document to Personal Dashboards On the Find tab. you can email the shared document to a contact in the directory. you can remove it from the Create Dashboard Wizard. You can include more than one email address. You can send the email to more than one recipient. 6.5. Body of the email. You can include more than one email address. and click Attach to attach the file. and click OK. click Add to Dashboard. Email address for blind carbon copying the email. You cannot add an item to more than one container. To add an individual report or shared document to your personal dashboard: 1. To add a composite report to the dashboard. you can add reports and shared documents to any container on your personal dashboard. Email address for carbon copying the email. After you add a report or shared document to your personal dashboard from the Find tab. On the Find tab. use the Create Dashboard Wizard. 2. Select the container on your personal dashboard where you want to add the item. Data Analyzer sends the email to the specified recipients. 7. In the Details task area. The Attachments window appears. navigate to the folder that contains the report or shared document you want to add to your personal dashboard. Click OK. click Attachments. Data Analyzer adds the item to the selected container on your personal dashboard. Note: You cannot add composite reports to your personal dashboard from the Find tab. In the Results task area.). For more information. click the report or shared document name. Click Send. Subject of the email. Adding a Report or Shared Document to Personal Dashboards 43 .

44 Chapter 4: Accessing Data Analyzer Content .

complete the following steps: 1. Create dashboard filters. Preview the dashboard. By default. You can add the following items to a public dashboard or your personal dashboard: ♦ ♦ ♦ To create a dashboard. all users have read permission on Public Folders. 3. 51 Previewing a Dashboard. To share a public dashboard with other users. 4. Public dashboards allow a set of users to access related information on a single page. Users can access public dashboards for which they have read permission. 45 . Publish the dashboard for public dashboards. You can then subscribe other users to this dashboard. 46 Creating Dashboard Filters. table. 45 Selecting Layout and Content.CHAPTER 5 Creating a Dashboard This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. or gauge indicators Select the layout and content for the dashboard. 52 Publishing a Public Dashboard. Public Dashboards Public dashboards are pages that display indicators and links to reports and shared documents. you can save the dashboard to a folder within Public Folders. 53 Overview You can create the following types of dashboards on the Create Dashboard Wizard: ♦ ♦ Public Personal Links to cached and on-demand reports Links to shared documents Chart. 2.

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

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

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

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

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

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

Data Analyzer displays the dashboard filters when you view the Dashboard.

Dashboard filters

Previewing a Dashboard
After you select the layout and content, and you create filters, you can preview the dashboard on the Create Dashboard Wizard. When you preview a dashboard, Data Analyzer displays the dashboard as seen by the user. When you preview a dashboard, you can make the following changes to the dashboard display:
♦ ♦

Change the display name of a report, indicator, or shared document. When you change the name of the report, indicator, or shared document, Data Analyzer displays the modified name on the dashboard. Change the display size of a chart or gauge indicator. You can choose the size as large or small. The default size of an indicator is the same as its size in the repository. If you change the display size for a dashboard, Data Analyzer does not update the indicator in the repository.

To preview a dashboard: 1.

On the Create Dashboard Wizard, click Preview.

Gauge type list Size list

2.

To change the type of a gauge indicator, select the gauge type from the gauge type list.

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Chapter 5: Creating a Dashboard

3. 4. 5.

To change the size of a chart or gauge indicator, select the size from the size list. Click Preview each time you modify the dashboard to verify the dashboard appearance. Click Save. Data Analyzer saves the dashboard and displays it on the View tab.

Publishing a Public Dashboard
You can publish a public dashboard for Data Analyzer users and groups. When you publish a public dashboard, you can complete the following tasks:
♦ ♦ ♦ ♦ ♦ ♦

Define dashboard properties. For more information, see “Defining Dashboard Properties” on page 125. Configure dashboard formatting. For more information, see “Setting Up HTML and PDF Display Options” on page 250. Set dashboard permissions. For more information, see “Setting Permissions on a Report or Dashboard” on page 126. Subscribe users or groups to the dashboard. For more information, see “Subscribing Users to a Report or Dashboard” on page 128. Broadcast the dashboard. For more information, see “Broadcasting a Report or Dashboard” on page 130. Archive the dashboard. For more information, see “Archiving a Report or Dashboard” on page 138.

Publishing a Public Dashboard

53

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Chapter 5: Creating a Dashboard

CHAPTER 6

Selecting Metrics for a Report
This chapter includes the following topics:
♦ ♦

Overview, 55 Adding a Metric to a Report, 55

Overview
Metrics are the measures you use to evaluate a business process. For example, Sales, Revenue, and Cost are metrics that tell you how well the business is performing. You can create a report that tracks the revenue and cost metrics for the business. Metric folders in the Schema Directory contain the metrics and calculated metrics. A calculated metric includes a mathematical expression based on metrics from one or more fact tables or other calculated metrics. Before you use a calculated metric in a report, make sure the calculated metric expression generates the correct result. Metrics are usually numeric values. A custom metric or calculated metric can be non-numeric. For more information about custom metrics, see “Working with Custom Metrics” on page 203. For more information about calculated metrics, see the Data Analyzer Schema Designer Guide.

Reports with Metrics Only
You can create a report with metrics only to display how various metrics relate to each other. To create a report with metrics only, skip Step 2 on the Create Report Wizard.

Adding a Metric to a Report
You can add metrics to a report from metric folders on the Select Metrics page. On the Select Metrics page, Data Analyzer displays all metrics and metric folders for which you have read permission. When you add metrics to a report, Data Analyzer generates the SELECT statement in the SQL query for the report. For example, if you add the sales and cost metrics to a report, the SQL query is:
SELECT SUM(SALES_FACT.DOLLAR_SALES), SUM(SALES_FACT.DOLLAR_COST) FROM SALES_FACT

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Sales_Fact is the database table for the sales and cost metrics in an analytic schema. You can add metrics from more than one fact table to a report.

Prompts for Metrics in a Report
You can create a prompt for metrics in a report. A prompt for metrics allows users to select specific metrics to display in the report.

Time Keys
When you add time settings to the report, Data Analyzer displays report data based on the time key that you select for a metric. Time keys allow you to track the business life cycle of a metric. For example, the Revenue metric might have time keys such as the order date, bill date, ship date, and payment date. The system administrator sets up time keys in the fact table and assigns display names for each key. When configuring multiple time keys, the system administrator can designate a default time key for a fact table. Once configured, you can select a time key for a metric on the Select Metrics page. When you add a metric to a report and you do not select a time key for the metric, Data Analyzer uses the default time key in the report. You can also edit time keys on the Time tab in Step 3.

Creating a Query to Search for Metrics
You can create a query to search for metrics. When you create a query, you can select from a list of criteria to make the search specific. Depending on the criteria you select, you might need to select a value for the criteria. Table 6-1 lists the criteria and values you provide when you create a query to search for metrics:
Table 6-1. Criteria and Value when Searching for Metrics
Criteria All I Use Frequently I Used Recently I Used on Date With Name With System Name Value Required None. Data Analyzer displays all metrics for which you have the read permission. None. Data Analyzer displays up to 25 metrics you view frequently. Data Analyzer sorts the metrics by how frequently you view them and displays the most frequent to least. None. Data Analyzer displays up to 25 metrics you used or viewed recently in other reports. Date on which you last used the metric you want to find. Display name of the metric you want to find. The display name is the metric name as it appears in the metric folders. System name of the metric you want to find. The system name is the unique name of the metric in Data Analyzer. Data Analyzer prefixes the metric system name with the name of the database table in which it resides. Description of the metric you want to find. You can enter the partial description of the metric. Keyword for the metric you want to find. Category of the metric you want to find. Select from a list of available values. Department name for the metric you want to find. Select from a list of available values. Metric folder name in which Data Analyzer stores the metric you want to find. None. Data Analyzer displays all metrics that you have created. This includes metrics custom metrics or metrics you created in the Schema Directory. Name of the user who created the metric you want to find. Report name that includes the metric you want to find.

With Description With Keyword In Category For Department In Folder I Have Created Created By In Report

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Accessing Data Lineage for a Metric
If the system administrator has configured data lineage, you can access Metadata Manager data lineage for the metrics you want to add to a report. Use data lineage to understand how data flows into a metric. When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer.

Steps for Adding a Metric to a Report
To add a metric to a report: 1.

Click Create > Report > Select Metrics. A list of available metric folders appears in the Metric Folders task area. The metrics folders display in the Metric Folders task area. The metrics display in the Results task area. When you select a metric name in the Results task area, Data Analyzer displays additional information about the metric in the Details task area. In the Details task area, the Usage Description field provides a detailed description of the metric, if available. The Description field displays a brief description of the metric, if available. The Data Analyzer system administrator creates Usage and Description values when defining a metric in the repository.

2.

Click the metric folder from where you want to add metrics. -orCreate a query to display the metrics you want to add to the report. To use a previously saved query, click Saved Queries, and click a query. A list of metrics appears in the Results task area.

3. 4. 5. 6.

To sort metrics by name, click Metric Name in the Results task area. Data Analyzer displays the metrics in alphabetical order. To reverse the sort order, click Metric Name again. To sort metrics by description, click Description. Data Analyzer displays the metrics in the alphabetical order of their descriptions. To reverse the sort order, click Description again. Click the metric you want to add to the report. Optionally, in the Details task area, from the Analyze Time Series By list, select a time key for the metric: You can edit time keys on the Time tab under Step 3.

7.

Click Add for the metric.

Adding a Metric to a Report

57

You can add more than one metric. The selected metrics appear in the box under Select Metrics.

Selected metrics

Option for selecting time keys

To remove a metric from a report, select the metric you want to delete, and click the Remove button. You can select a metric in the Select Metrics box and view the details of the selected metric in the Details task area.
8.

To access data lineage for a metric, select the metric name, and click Data Lineage. You can view data lineage for one metric at a time. Data Analyzer connects to a Metadata Manager server, and Metadata Manager displays the data lineage for the metric in a separate browser window. You can view details about each object in the data lineage. You can export the data lineage to an HTML, Excel, or PDF document. You can also email the data lineage to other users. To disconnect from the Metadata Manager server, close the browser window.

9.

To change the order of a metric in the report, click the metric, and click the Move Up or Move Down buttons. The order of metrics in the report determines the order in which the metrics display in the report table.

10.

To create a prompt for metrics, select Prompt Values. When you display this report, Data Analyzer prompts you to select the metrics you want to display in the report.

11.

To save the report, click Save.

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CHAPTER 7

Selecting Attributes for a Report
This chapter includes the following topics:
♦ ♦

Overview, 59 Adding an Attribute to a Report, 59

Overview
Attributes are the factors that determine the value of a metric. For example, products, sales, and region can be attributes for the revenue and cost metrics. In a report, you need to identify attributes that determine the values of the metrics. Attributes appear in the Attribute folders in the Schema Directory.

Reports with Attributes Only
You can create a report with attributes only. You might want to create a report with only attributes to display attribute details, such as the products sold in the last five years. To create a report with only attributes, skip Step 1 on the Create Report Wizard. When you create a report without metrics, Data Analyzer displays all available attribute folders. You must select attributes that reside in the same database table. You cannot create a report with attributes from different dimension tables. You can use the tabular or sectional report table layout for attribute-only reports.

Adding an Attribute to a Report
You can add attributes to the report from attribute folders on the Select Attributes page. Data Analyzer displays all attributes and attribute folders for which you have read permission. Depending on the metrics you selected for the report, Data Analyzer displays the related attribute folders. When you select attributes for a report, Data Analyzer adds the attributes to the SELECT statement in the SQL query for the report. For example, if you add the brand attribute to a report with the sales and cost metrics, the SQL query is:
SELECT PRODUCT.BRAND, SUM(SALES_FACT.DOLLAR_SALES), SUM(SALES_FACT.DOLLAR_COST) FROM

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PRODUCT, SALES_FACT WHERE (SALES_FACT.PRODUCT_KEY=PRODUCT.PRODUCT_KEY) GROUP BY PRODUCT.BRAND ORDER BY 1

Product is the dimension table for the brand attribute in an analytic schema. If you add metrics to the report, you can add attributes that are linked to the fact tables containing those metrics. You can also add attributes that reside in the fact table from which you added metrics to the report. When you use metrics from more than one fact table in a report, you can select attributes that reside in the fact tables if the attributes are configured as common attributes. Data Analyzer only displays attributes in fact tables when they are configured as common attributes. For more information about common attributes, see the Data Analyzer Schema Designer Guide.

Prompts for Attributes in a Report
You can create a prompt for attributes in a report. A prompt for attributes allows users to select attributes to display in the report. For more information about displaying a report with prompts, see “Displaying Reports with Prompts” on page 152.

Time Attributes
You can add time attributes to the report. The time attributes include information like holidays, seasons, or major events. Adding a time attribute to a report is the same as adding any other attribute to the report. If you added metrics from two different fact tables to the report, you cannot add time attributes to the reports. However, you can add time settings to the report in Step 3 of the Create Report Wizard. Data Analyzer provides the following predefined time attributes:
♦ ♦

Holiday Flag. Some organizations flag metrics that occur during a holiday. If you track whether a metric occurred during a holiday, you can define the attribute that contains the holiday flag. Day of Week Number. If you want to track the day of the week a metric occurs, define the attribute that contains the day number.

To use the predefined time attributes in reports, the Data Analyzer system administrator must set them up when configuring time dimension tables. The system administrator might also set up additional time attributes. For more information, see the Data Analyzer Schema Designer Guide.

Creating a Query to Search for Attributes
You can create a query to search for attributes. When you create a query, you can select from a list of criteria to make the search specific. Depending on the criteria you select, you might need to select a value for the criteria. The criteria and values you provide when you create a query to search for attributes is similar to searches for metrics. To see a list of the criteria and values when you create a query to search for metrics, see Table 6-1 on page 56.

Accessing Data Lineage for an Attribute
If the system administrator has configured data lineage, you can access Metadata Manager data lineage for the attributes you want to add to a report. Use data lineage to understand how data flows into an attribute. When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer. For more information about data lineage, see the Data Analyzer Administrator Guide.
60 Chapter 7: Selecting Attributes for a Report

Steps for Adding an Attribute to a Report
To add an attribute to a report: 1.

Click Create > Report > Select Attributes. A list of available attribute folders appear in the Attribute Folders task area.

Attribute Folders Task Area

Details Task Area

Results Task Area

The attribute folders display in the Attribute Folders task area. The attributes display in the Results task area. When you select an attribute name in the Results task area, Data Analyzer displays additional information about the attribute in the Details task area. In the Details task area, the Usage Description field provides a detailed description, if available, of the attribute. The Description field displays a brief description, if available, of the attribute. The Data Analyzer system administrator creates Usage and Description values when defining an attribute in the repository.
2.

Click the attribute folder from where you want to add attributes. -orCreate a query to display the attributes you want to add to the report. To use a previously saved query, click Saved Queries, and click a query. A list of attributes appear in the Results task area.

3.

To sort attributes by name, click Attribute Name in the Results task area. Data Analyzer displays the attributes in alphabetic order. To reverse the sort order, click Attribute Name again.

4.

To sort attributes by description, click Description. Data Analyzer displays the attributes in the alphabetic order of their descriptions. To reverse the sort order, click Description again.

5. 6.

Click the attribute you want to add to the report. Click Add for the attribute.

Adding an Attribute to a Report

61

You can add more than one attribute. The selected attributes appear in the box under Select Attributes.

Selected Attributes Move Up and Move Down Buttons Remove Button

To remove an attribute from a report, select the attribute you want to remove, and click the Remove button. You can select an attribute in the Select Attributes box and view the details of the selected attribute in the Details task area.
7.

To access data lineage for an attribute, select the attribute name, and click Data Lineage. You can view data lineage for one attribute at a time. Data Analyzer connects to a Metadata Manager server, and Metadata Manager displays the data lineage for the attribute in a separate browser window. You can view details about each object in the data lineage. You can export the data lineage to an HTML, Excel, or PDF document. You can also email the data lineage to other users. To disconnect from the Metadata Manager server, close the browser window.

8.

To change the order of an attribute in the report, click the attribute, and click the Move Up or Move Down buttons. The order of attributes in the report determines the order in which the attributes display in the report table.

9.

To create a prompt for attributes, select Prompt Values. When you display this report, Data Analyzer prompts you to select the attributes you want to display in the report.

10.

To save the report, click Save.

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CHAPTER 8

Adding Time Settings to a Report
This chapter includes the following topics:
♦ ♦ ♦ ♦ ♦ ♦ ♦

Overview, 63 Calendar, 64 Time Period, 65 Granularity for the Time Period, 65 Refinements for the Time Period and Granularity, 66 Prompts for Time Settings in a Report, 67 Steps for Adding Time Settings to a Report, 67

Overview
Using time settings in reports allows you to examine data in the context of time. You can add time settings to a report to analyze and compare metrics over a period of time. You can also compare data over multiple time periods. You can add up to four time settings to a report. For example, you can create a report that shows sales by product category for each quarter in the current year. This report displays how the various categories performed in the four quarters, allowing you to identify the strongest and weakest quarters for each product. Figure 8-1 shows an example of time settings in a report:
Figure 8-1. Example of Time Settings in a Report
Sales for current year Sales broken down by quarters

If you want to see the historical performance of the categories over the past year, you can add the previous year as an additional time setting to display the product sales by quarter for the last year.

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Figure 8-2 shows an example of multiple time settings in the report:
Figure 8-2. Example of Multiple Time Settings in a Report

Two time settings within a report

Note: In the table headers, Data Analyzer identifies the current time period.

You can add time settings to a report by selecting values for the following options:
♦ ♦ ♦ ♦

Calendar Time period Granularity for the time period Refinements for the time period

When you add time settings to a report, Data Analyzer displays report data based on the time key that you selected in Step 1 on the Create Report Wizard. Reports with time settings display as cross tabular report tables. Data Analyzer displays the time settings as column headers in the report table. If the report contains other attributes, you can display them as column headers or row headers. You can add time settings to a report when you create it. You can also add time settings from the Analyze tab. You can also add time-based calculations to the report. You can add time attributes from Step 2 of the Create Report Wizard. You cannot add the same attribute as a time attribute in Step 2 and a time setting in Step 3. For example, you cannot add Date No Time attribute in Step 2 and select Current Week time period, with Day by Day granularity in Step 3. Reports with layout-dependent custom attributes cannot use time settings.

Calendar
The calendar defines when a year begins and ends for your organization. The Data Analyzer system administrator configures calendars. Depending on which calendars the system administrator configures, you can select one of the following calendars for a report:

Common. Data Analyzer refers to the Gregorian calendar, the standard calendar used internationally, as the common calendar. If you select the common calendar, the quarters in the report appear as they do on the Gregorian calendar. The Q1 in the reports is January to March, Q2 is April to June, and so on. The common calendar is the default Data Analyzer calendar. This calendar is always available to add to reports. Fiscal. The fiscal calendar is the financial or accounting calendar of an organization. If your organization uses the July to June fiscal calendar, and you select the fiscal calendar for a report, the Q1 in the report is July to September, Q2 is October to December, and so on. The Data Analyzer system administrator must configure the fiscal calendar for you to select this calendar for reports. Custom. The Data Analyzer system administrator can configure custom calendars that are specific to your organization. If the system administrator configures a custom calendar, you can select this calendar for reports. For example, if your organization has an annual sales kickoff in April, the system administrator can set up an April-to-March sales calendar. Use this calendar for sales reports.

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

which is a leap year. and the current day is 194. If you select WTD (Week-to-Date) and compare with the same week in the previous year. the current year is 2004. based on time. If you choose to display continuous time. you can compare with the previous year only. Display Settings You can choose to display the following time-based display settings in a report: ♦ ♦ Time from Most Recent to Least Recent. you can drill into the report to change the granularity for the time period in the report. When you display a report with time settings on the Analyze tab. if your organization shut down for the month of December. Data Analyzer displays the data in chronological order. Since Data Analyzer compares data using day numbers. displaying null values for any time periods with no data. You can choose to compare the data for the selected time period with the following: ♦ ♦ Data in the previous time period Data in the same time period of the previous year If you select For Current Year or YTD time periods. the current week is 29. 66 Chapter 8: Adding Time Settings to a Report . you can exclude December from a productivity report. Data Analyzer ignores any filters set on the time period. With Continuous Time. If you select time period or granularity as day and compare data with a time period in the previous year. For example. This allows you to exclude irrelevant or misleading data from a report. Data Analyzer always performs the comparison using day numbers. Data Analyzer does not display the weekend data in the report. The day numbers might not correspond to the same dates in the two time periods. Data Analyzer calculates the data for the previous year by using all days in week 29 of the year 2003 that are less than day number 194. Data Analyzer calculates the data for the same week in the previous year by using all days in that week that are less than the current day. You can display most recent to least recent data in the report. you compare March 1 of one year with the same date in the previous year. By default. Refinements for the Time Period and Granularity You can apply the following types of refinements to the time period and granularity you select for a report: ♦ ♦ ♦ Comparisons Display settings Exclusions Comparisons If you select a relative time period. from least recent to most recent data.To use granularity options. For example. Exclusions You can choose to exclude certain data to display in the report. the report displays data for the entire time period. you can compare data from the selected time period against data from another time period. For example. it compares data for March 1 with data for February 29 of the previous year. but it observes any exclusions set on the time period. if you exclude weekends from the time period. the Data Analyzer system administrator must set up the corresponding time periods when configuring the calendar. You can display data for all items within a time period. For example. Continuous Time.

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

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

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

and then click Select Dates to select an end date for the exclusion. click Select Dates to select a beginning date for the exclusion. select the time period from the comparison list. repeat step 13. If you select this option. You cannot create a prompt for the time setting from the Analyze tab. To select another time setting for the report. You can also enter a range of weeks. Data Analyzer populates the prompt with the values you selected for time periods. 12. enter week numbers for the exclusion. granularity. granularity. click Select Date(s) to select a date for the exclusion. Data Analyzer displays the refinement options. repeat steps 5 to 14. 16.10. choose the days of week for the exclusion. 15. Select this option to exclude data between certain dates. When you display the report. If you select this option. To exclude certain data based on time. To compare data against data from another time period. click Add Exclusion. and refinement values. Select the display settings you want to include in the report. Select this option to exclude data for a certain date. Enter multiple week numbers separated by commas. Data Analyzer prompts you to select the time settings you want to display in the report. You can select up to four time settings for a report. 70 Chapter 8: Adding Time Settings to a Report . To create a prompt for the time settings. and refinements when adding time settings. Select this option to exclude data for certain weeks. Date 14. You can change the calendar. Click the Expand button to display refinements. Comparison List 11. Click the Refinements arrow to expand the refinement options. To exclude additional data. Select this option to exclude data for weekends. Data Analyzer includes the beginning and end dates in the exclusion time period. select Prompt This Time Setting Before Running. You can select up to four exclusions for a time period. time period. If you select this option. 13. and select exclusions from the exclusion list: Exclusion Day(s) of Week Weekends Week(s) Numbered Between Dates Description Select this option to exclude data for certain days of the week. If you select this option.

Click OK. and Rankings > Time. 3.17. To save the report. 4. You select a time key for a metric on the Select Metrics page. Click Time. Editing Time Keys Time keys allow you to track the business life cycle of a metric. click Create > Report > Select Time. A list of available time keys for each metric in the report displays. Data Analyzer displays the Time tab. Filters. Data Analyzer displays a summary of the time settings on the Create Report Wizard. The Time tab displays the new time keys. On the Time tab. The summary includes the time period and granularity. -orTo edit a time key on the Analyze tab. Select time keys for each metric in the report. Steps for Adding Time Settings to a Report 71 . To edit a time key on the Create Report Wizard. open the report where you want to add time settings. 2. you can edit the time keys. Expand the Time Keys and Calendar Settings task area. To edit a time key on the Time tab: 1. click Save.

72 Chapter 8: Adding Time Settings to a Report .

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

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

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

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

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

Data Analyzer displays the SQL query for the filter in advanced mode. Do not use CLOB columns in the SQL query. and enter the text for the prompt. Enter an attribute value for the filter. To use a global variable as a value. and click buttons to add the numbers or arithmetic operators to the SQL query. you must change this single quote to two single quotes. If you edit the SQL query. Data Analyzer displays an error when you run the report. Data Analyzer might display text boxes for the attribute values. When you display the report. you might reach the 65. click Select Global Variable as Value. selecting attribute values for the filter is optional. In advanced mode. Note: Oracle limits the SQL WHERE clause to 65. The text for the prompt appears in italic to the left of the attribute values. To create a prompt for the attribute filter. To manually enter an attribute value. click Manually Enter a Value. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the attribute filter. select Restrict Removal of this Filter from Report. An icon indicating that the filter removal is restricted if you restricted removal of the filter.To display all attribute values. select Prompt this Filter Before Running. 8.535 characters limit.535 characters. 10. Click Add to add the attribute filter to the report. To add another attribute filter to the report. When you create a prompt for the attribute filter. and Filter Identifiers . Select less than 100 attribute values for each attribute filter. repeat steps 3 to 9. Note: If the SQL query for the filter contains a single quote (‘) within a string. -orSelect Global Variable as Value. and click OK. Users cannot delete the filter from the Filters task area on the Analyze tab. Data Analyzer displays another set of filter options in the Add Filter task area. 78 Chapter 9: Working with Filters. Or. click Show All Values. If an attribute value for a filter contains {or} characters. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter. 6. enter a value or values in the text box. 9. You can manually enter a value when you create an attribute filter based on the Show Only or Exclude filter conditions. In advanced mode. Depending on the filter condition you selected. -orManually Enter a Value. you can edit the SQL query for a filter. Filtersets. Note: You cannot use {or} characters in the attribute value for a filter. Click within the SQL query. and click OK. The following icons might display next to the filter: ♦ ♦ An icon indicating that the filter is prompted if you created a prompt for the filter. To view the SQL query for the attribute filter. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. To restrict users from deleting a filter from the report. 7. click Advanced. If you select a large number of attribute values for a filter. Select the attribute values. In advanced mode. Data Analyzer prompts you to select the attribute values you want to display in the report. do not press the Enter key within the expression.

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

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

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

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

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

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

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

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

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

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

Display the report on the Analyze tab. 3. The report displays with the new filter. select an operator for the filter. Select an attribute. For more information about metric filters. Click the Filter tab. Click Save. 4. Select an operator. Select or enter values. Adding or Deleting a Filter on the Analyze Tab 89 . 6. select an attribute for the filter. From the attributes list. You can select any available attribute associated with the report. You can also save the modified report as a new report. The Filter tab displays attribute and metric selection lists. 7. Select a metric. For more information about layoutdependent metric calculations.2. 2. To add a metric filter to a report: 1. Select an operator. The Filters task area displays the filters for this report. Enter values. Click the Add button in the Attribute filter area. The Filter tab displays attribute and metric selection lists. CLOB attributes are not available for attribute filters. 5. Select or enter a values for the filter. Click the Filter tab. Adding a Metric Filter on the Analyze Tab You cannot create filters on a layout-dependent metric calculation. see “Creating a Metric Filter” on page 80. see “Layout-Dependent Metric Calculations” on page 197. From the operator list.

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

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

Data Analyzer uses conversion functions to make sure that the SQL query for a report runs properly. If the schema designer restricts Data Analyzer from using conversion functions and if you create a global variable with a single date attribute value. For more information. Data Analyzer displays the global variable values in the yyyy-MM-dd format or yyyy. the schema designer can restrict Data Analyzer from using conversion functions by clearing the Data Source is Timestamp option when setting up the attribute. click Select Global Variable as Value. The conversion functions allow the database to interpret the filter correctly. which can slow down the SQL query. If the data source is a Microsoft SQL Server database. see “Working with Time Dimensions” in the Data Analyzer Schema Designer Guide. Global variable in attribute filter If necessary.dd format for a Microsoft SQL Server database. this type of SQL query does not use an index defined on the date attribute. Using Global Variables with Date Attribute Values When you use a date attribute value in an attribute filter. 92 Chapter 9: Working with Filters. and Filter Identifiers . Data Analyzer uses the global variable in the SQL query of the report.MM. Note: For a global variable with date attribute values. if the schema designer restricts Data Analyzer from using conversion functions and you create a global variable with multiple date attribute values. When you use a global variable with date attribute values. Filtersets. Data Analyzer displays it enclosed in dollar signs ($).dd format. the date values must be in the yyyy.MM. Data Analyzer requires the date values to be in the yyyy- MM-dd format. When you use a global variable in a report.To select a value for an indicator in a report with multiple pages. ‘MM/dd/yyyy’) By default. the SQL query of the report does not run correctly. enclose the global variable in quotes. Data Analyzer replaces the value of the global variable at run time. When you select a global variable as value. 2. Click Select for the global variable you want to use in the filter. ‘yyyy-MM-dd’) You define the $AD_DATE$ global variable with a date: $AD_DATE$ = ‘2004-01-01’ However. When setting up a date attribute. the SQL query of the report runs correctly: WHERE EXPIRY_DATE > TO_DATE ($AD_DATE$. For example. The Select a Global Variable window appears with the list of all global variables defined in the repository. Data Analyzer might use the TO_DATE function when you compare a date value with a date attribute in a filter: WHERE EXPIRY_DATE > TO_DATE (‘09/01/2004’.

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

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

if you rank the top 15 rows in a report that has 10 rows. You can also create a nested absolute ranking. Ranked Report In some cases. the Other row displays NULLs. When you create a nested absolute ranking. If you want to display “N/A” instead of NULL. Nested Ranking in a Report For each customer. Setting Absolute Ranking Criteria 95 . you can create a nested absolute ranking that displays the top four products for the top four customers based on the Quantity Sold metric. Figure 10-2 shows an example of nested ranking: Figure 10-2. you can display all customers and the top four products based on the Quantity Sold metric for each customer. For example.Figure 10-1 shows a report that displays the top five customers ranked on the Amount Sold metric and displays the total of the rest of the rows at the end of the report: Figure 10-1. Use nested absolute ranking when you want to rank report data based on two attributes. the top four products are ranked by Quantity Sold. the value for the Other row might be NULL. For example. you can choose to display all attribute values in the first ranking level. For example. which allows you to create two levels of ranking in a report. You can create nested absolute ranking if the report includes metrics and attributes from an analytic or operational schema. you can change the display settings for null values on the Formatting tab.

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

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

98 Chapter 10: Ranking Report Data .

On the Calculations tab. Set report table formats. 100 Setting Report Table Formats. You can choose to display the report as a tabular. or sections in ascending or descending order. You can create charts for a report when you create a report or when you edit a saved report.CHAPTER 11 Configuring Layout and Setup for a Report This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ ♦ Overview. or sectional report table. you can choose to display calculations in a report. You can sort the report rows. You can display sorted data in a report. You can also add custom metric and custom aggregate calculations to the report. Create report links. You can create an analytic workflow to link reports in a hierarchy. and fonts in the report. Set up the View tab. 111 Creating an Analytic Workflow. Create a workflow in the report. Create a report table sort order. 113 Creating Report Links. Add a chart to a report. Add calculations. 118 Overview You can complete the following tasks on the Layout and Setup page to customize the visual display of a report: ♦ ♦ Set report table layout. You can create a chart for the report data. You can also modify the date formats. 99 Setting Report Table Layout. Data Analyzer displays the report chart along with the report table when you open the report on the Analyze tab or view the report on the View tab. display. ♦ ♦ ♦ ♦ ♦ ♦ 99 . Data Analyzer provides certain predefined metric and aggregate calculations that you can add to the report. cross tabular. You can customize the display of reports on the View tab. columns. You can display multiple charts for a report. 106 Creating a Report Table Sort Order. You can create report links from data in the report table to analytic workflow reports.

Figure 11-1 shows an example of a tabular report table on the Analyze tab. where Category and Sales District are row attributes: Figure 11-1. You can change the table layout to create a report with a cross tabular or sectional report table. By default. Tabular Report Table Row headers Cross Tabular Report Tables A cross tabular report table displays attributes as row and column headers. 100 Chapter 11: Configuring Layout and Setup for a Report . Cross Tabular Report Table Column headers Row headers In the preceding example. Category is a column attribute and Sales District is a row attribute.Setting Report Table Layout The report data displays in a report table on the Analyze tab and View tab. Data Analyzer creates reports with tabular report tables. Figure 11-2 shows an example of a cross tabular report table on the Analyze tab: Figure 11-2. Report tables are of the following types: ♦ ♦ ♦ Tabular Cross tabular Sectional Tabular Report Tables A tabular report table displays attributes as row headers only. The attributes that display as row headers are called row attributes and the attributes that display as column headers are called column attributes. The attributes that display as row headers are called row attributes.

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

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

you can collapse it.properties file. Displaying a Large Number of Sections You can create sectional report tables based on more than one section attribute. using too many attributes as sections can make the report difficult to read and increase the time it takes to run the report. From the attribute value list. By default. you create sections based on the Category and Subcategory attributes. Tip: Use three or less attributes as sections in a report.maxSectionSelectorValues property. If you set a higher number. you can select up to 300 attribute values to display in a sectional report table. Figure 11-5 shows an example of a sectional report table based on two section attributes: Figure 11-5. However. Data Analyzer displays all sections on the Analyze tab. Data Analyzer displays the summary section for the first section attribute only.♦ Average Data Analyzer performs the basic aggregate calculation for all values in all displayed sections and shows the calculated values in the Grand Totals section.maxSectionSelectorValues property in the DataAnalyzer. The values in the Grand Total section have the display font and color that you selected for the aggregate calculation and the alignment that you selected for the metric. you can select sections you want to display on the Analyze tab and View tab. HTML. The Grand Total section also displays when you export the report in PDF. If there are more sections in the report than the value set for the report. For example. If you do not want to show the Grand Totals section. The system administrator can change the maximum number of attribute values users can select in Data Analyzer reports by editing the report. You can no longer select attribute values for displaying sections on the Analyze tab or View tab. Setting Report Table Layout 103 . Data Analyzer does not display layout-dependent metric calculations in the Grand Totals section. they can select the attribute values for Category and Subcategory that they want to display in the table. or Excel format. Sectional Report Table Based on Two Attributes There is no limit on the number of attributes you can use as sections. When the report users view this report. Data Analyzer might take a longer time to display the report.

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

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

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

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

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

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

Data Analyzer displays one common label. check Display Row Number. Displays a label for a undefined value. enter the new labels. If you want to change the display labels. Wraps the characters in a column. You can set the row aggregate label for reports with a cross tabular report table. the column is as wide as the largest value for that column. If a column in a report has a large number of characters. enter a value for the number of rows to display per page in formatted report. To specify pagination for View tab. By default. If you want to change the display label. Enter the Pagination information: ♦ ♦ To specify pagination for Analyze tab. Data Analyzer displays (undefined) as the display label for undefined values. you can modify the column width for better readability. enter a value for the number of rows to display per page in interactive report. If a report has more than one of the same basic aggregate calculation. Column label for a basic or custom aggregate calculation in the report. Hides duplicate attribute values in the report table. Displays a label for a null (empty) value. To configure row numbers for the report table. 110 Chapter 11: Configuring Layout and Setup for a Report . Label for the subtotal in a basic or custom aggregate calculation in the report. Row label for a basic or custom aggregate calculation in the report.4. enter the new label. Hides metrics or attributes in the report table. Minimum column width in pixels. This option is not available for metrics. If a column in a report has a large number of characters. Check to display row numbers in the report table. Enter the Display information: Property Display Label Display Null As Description Displays the name of the metric or attribute. Show Undefined As Hide Duplicates Hide Wrap Width (pixels) Label Height (pixels) Column Aggregate Label Row Aggregate Label Subtotal Label 6. 5. By default. Set the height for the row or column label that displays for this metric or attribute when it is displayed in a report. Data Analyzer displays blank (for attributes) and zero (for metrics) as the display labels for null values. If you do not set a column width. By default. you can wrap the characters within the column for better readability. Data Analyzer does not wrap numbers.

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

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

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

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

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

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

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

click Edit Report. 1000. Use report links to view workflow reports with an additional attribute filter. 6. 5. Click Layout and Setup > Workflows. Enter information about the workflow report. Navigate to the folder from where you want to add the report. the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. Each time Data Analyzer runs a report. Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard. you can create a report link in the Quantity by Category report that links to the Quantity Ordered by Group report or to the Orders Received by Customers report. 3. You can create the workflow report on the Create Report Wizard in workflow mode.00) 118 Chapter 11: Configuring Layout and Setup for a Report . For example. 2. you cannot create a report link in the Orders Received by Customers report that links to a parent report or to a report in the other workflow branch. However.To use an existing report as a workflow report: 1. save the primary report. Data Analyzer adds the report to the workflow and displays the Workflows tab. To save the report as part of the workflow. To display the Create Report Wizard in workflow mode. you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays. click Return to Workflow to return to the Workflows tab. After you create the workflow report. The following condition enables the link: GreaterThan({Revenue}. To set the properties of the workflow report. To make any changes to the workflow report. click Return to Report Wizard. Creating Report Links A report link is a conditional link from a metric or attribute in a report to other reports in an analytic workflow. For example. click the Edit Report button for the report. it evaluates report data and re-establishes report links. When creating a report link. and click Add. -orCreate a query to search for the report. When you use a report link to access a workflow report. 4. in the workflow described on Figure 11-15 on page 114. You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. Data Analyzer displays the workflow report with the associated attributes as a filter. Click the report name.

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

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

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

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

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

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

If the user does not have query governing settings. You can also save the dashboard to a specific folder. On the Create Dashboard Wizard. 2. and the maximum number of rows returned. Keywords Category Department Query Governing 4. move or copy the dashboard on the Find tab. description. On the Create Report Wizard. To define dashboard properties: 1. Enter dashboard properties. Data Analyzer uses the query governing setting for the user who is running the report. Data Analyzer opens the Properties tab. Department you want to associate with the report. Data Analyzer displays the folder name where you saved the report and the schedule for the report. You do not have to enclose the keywords in square brackets. Click Select Folder and select the folder where you want to save the dashboard. You can search for a report based on the keywords associated with the report. Keywords associated with the report. Data Analyzer uses the query governing setting for the user’s group. Table 12-2 describes the dashboard properties you can define: Table 12-2. You cannot change the folder when you edit an existing dashboard. Data Analyzer saves the report properties you defined. click Save.Table 12-1. If you select Use Default Value. You can add other keywords that might be more meaningful to the users of the report. Use commas to separate keywords. You can search for a report based on the description associated with the report. click Publish > Properties. If the group does not have query governing settings. Defining Dashboard Properties You can define properties of a public dashboard from the Publish page of the Create Dashboard Wizard. 3. Maximum length is 65. the time limit for processing the report. You can add comments about the dashboard as personal notes to yourself or another person who edits the dashboard. Defining Dashboard Properties 125 . Dashboard Properties Property Comments Description Comments associated with the dashboard. Data Analyzer uses the system query governing settings. Category you want to associate with the report. To change the folder. Maximum length is 255 characters. You can add comments.535 characters. Time limit on each query for the report. this field contains the metrics and attributes of the report enclosed in square brackets ([]). Note: You can select the folder only when you create a dashboard. By default. and keywords for the dashboard. The description displays in the Public Folders or your Personal Folder. Report Properties Property Description Description Description for the report. To save the report. Maximum length is 255 characters.

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

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

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

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

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

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

For a composite report. the network drive always contains a single. and highlighting. updated version of the item. When you broadcast an item to a network drive. other reports cannot use this broadcasting rule. the images folder contains the image files for indicators. Data Analyzer broadcasts the report or dashboard to a zip file. Broadcasting a report or dashboard to a network drive is different than archiving a report or dashboard. In the HTML file. If you create a broadcasting rule based on an Excel template. For a report. . Data Analyzer displays the report or dashboard details you specified while setting up the page layout. you can only select the Retain DA Formatting option. If the report does not have an associated Excel template. the images folder contains the image files for the report chart.Data Analyzer uses your email address as the From address. You cannot change these layout settings when you broadcast the report or dashboard. The Excel file displays the report in the Data Analyzer format that you see on the Analyze tab. When you broadcast a report or dashboard to a network drive. Recipients with or without Data Analyzer user accounts can access the report from this folder. header and footer. The Data Analyzer server machine must have write permission on this folder. In the PDF file. You cannot change these layout settings when you broadcast the report or dashboard. Broadcast Formats Format Type PDF file Availability Reports Composite Reports Dashboards Description Data Analyzer uses the page layout settings you specified while creating the report or dashboard. When you broadcast a report or dashboard as an HTML file. the Excel file always displays the report in the Data Analyzer format you see on the View tab.Excel template associated with the report. Data Analyzer uses the page layout settings you specified while creating the report or dashboard. The folder where you save the report or dashboard must be on a machine that is on the same network as the Data Analyzer server. You can broadcast the report as a CSV file. With each broadcast. Data Analyzer saves a new copy of the item with a date and timestamp. If you delete the template. Make sure you enter the correct path and folder name. The Excel file displays the report in the format specified in the Excel template. Broadcast Formats Table 12-3 describes the formats in which you can broadcast reports and dashboards: Table 12-3. You can add an email address or a reply-to email address on the Web Settings page of the Manage Account tab. Data Analyzer broadcasts the report in Data Analyzer format and allows other reports to use this broadcasting rule. Saving to a Network Drive You can save a cached report with provider-based security or a dashboard to a folder on a network drive where the recipients can access it. When you archive an item on a network drive. The zip files contains the HTML file and a folder for any associated images. For a dashboard. Data Analyzer also displays the report or dashboard details you specified while setting up the page layout. the users get an updated version of the item. You can select one of the following format options: . Excel file Reports Composite Reports HTML file Reports Composite Reports Dashboards CSV file URL link Reports Reports Composite Reports 132 Chapter 12: Publishing a Report or Dashboard . You can broadcast only the URL link to the report.Retain DA Formatting. Data Analyzer overwrites the previous version of that item. Data Analyzer does not broadcast the report as an email attachment.

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

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

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

7. You can enter multiple email addresses separated by commas or semicolons. the external users must log in to Data Analyzer. 2. 4. it emails the URL link to the dashboard to the selected recipients. Data Analyzer broadcasts different versions of the PDF or HTML file to different users based on their access permissions. Click Create Rule. Select a schedule for broadcasting the dashboard. the dashboard appears on the Data Analyzer View tab. and chart indicators The PDF or HTML file does not include trend indicators based on real-time reports and links to reports or shared documents. If the dashboard has indicators based on a cached report with provider-based security. Data Analyzer displays the content for which the user has read permission. table. Creating Broadcasting Rules for Dashboards To create a broadcasting rule for a dashboard: 1. To access the dashboard using the URL link. When a user clicks the URL link. You can broadcast a dashboard to users without Data Analyzer accounts. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. The broadcast file that Data Analyzer saves to the network drive contains only those indicators that are based on cached reports with provider-based security. Click Create > Dashboard > Publish > Broadcasting. the file displays only those indicators that are based on cached reports with provider-based security. 8. Enter the email message you want to include with the dashboard. the file displays indicators that are based on reports for which the user has read permission. 136 Chapter 12: Publishing a Report or Dashboard . To select recipients with Data Analyzer user accounts. When you broadcast a dashboard. Enter a name for the broadcasting rule. The PDF or HTML file includes the following dashboard items: ♦ ♦ ♦ Dashboard name and description Container names and description Gauge. The Broadcasting tab appears. 6. 9. Click Save. For each Data Analyzer user. Data Analyzer saves the dashboard. external users must have a user name and password. enter the email address of the recipients without Data Analyzer user accounts. Data Analyzer activates the rule. 5. 10. Select PDF or HTML as the broadcast format. 3. click Recipients. To log in. and internet access to Data Analyzer. When a user clicks the URL link. Data Analyzer broadcasts the entire content of the dashboard. Data Analyzer broadcasts the dashboard as a file of the selected type and a URL link to the dashboard. The email also includes the dashboard as a PDF or HTML file. enter the complete path of a destination folder where you want Data Analyzer to save the dashboard.Broadcasting a Dashboard When Data Analyzer broadcasts a dashboard. If the dashboard has indicators based on a cached report with provider-based security. Each indicator inherits the security profile of the underlying report. For users without Data Analyzer accounts. You can also broadcast the dashboard to a network drive.

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

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

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

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

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

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

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

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

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

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

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

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

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

150 Chapter 13: Working with Composite Reports .

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

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

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

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

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

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

For example: SELECT : FROM FACT where (ORDER_DATE < $SQL_SYSDATE$) : Also. For example: SELECT : FROM FACT where (CUSTOMER_ID IN (SELECT * FROM SECURITY WHERE USER_NAME = ‘$USER_LOGIN$’)) : If you use the SQL_SYSDATE system variable in the SQL query for a report. DB2 (AS/400). For example.For JDBC (generic): CURRENT_DATE. First name of the user who is currently logged in. if you use the USER_GROUP_NAME_STR system variable. Available System Variables System Variable Name USER_LOGIN USER_FIRST_NAME USER_LAST_NAME USER_GROUP_NAMES USER_GROUP_NAMES_STR SYSTEM_TIME_ISOSTR SQL_SYSDATE Description Login name of the user who is currently logged in. Last name of the user who is currently logged in. In a cached report with user-based security. and DB2 (OS/390): CURRENT TIMESTAMP . Comma-separated strings of group names. Data Analyzer does not create a cache for each user.For SQL Server: GETDATE() . Comma-separated list of group names to which the user who is currently logged in belongs. If you use a system variable in the SQL query for a cached report with user-based security. When you use these system variables. Editing the SQL Query for a Report 157 .For Teradata: CURRENT_DATE . These are enclosed within single quotes. you must enclose them within dollar ($) characters and single quotes. you do not need to enclose it within single quotes. you do not need to enclose it within single quotes.For Oracle: SYSDATE .Using System Variables Table 14-1 describes the predefined system variables you can use in the report SQL query: Table 14-1.For Sybase ASE and Sybase IQ: GETDATE() . Note: Make sure that you use the correct SQL syntax for the Data Analyzer repository database. if the system variable value is already enclosed in single quotes. Depending on the database. the string values are already enclosed within single quotes. Data Analyzer runs this report like an on-demand report.For DB2. Data Analyzer applies the security profile of the user who is accessing the report. Current time of the Data Analyzer server machine in ISO Format (YYYYMM-DD hh:mm:ss). Database specific SYSDATE function. Data Analyzer replaces SQL_SYSDATE with the following functions: . This function is used when the database type is none of the above and Data Analyzer uses a generic JDBC connection string to connect to the database.

you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation. The GROUP BY clause groups the metric values by all attributes in the report.Suppressing the GROUP BY Clause Any report that contains a metric includes a GROUP BY clause and metric aggregation in the SQL query for the report. 158 Chapter 14: Running a Report . If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method. Sample Report Using GROUP BY Clause and Metric Aggregation When you click Suppress Group By Clause in the View Query page. The metric aggregation aggregates the group of metric values according to the aggregation method defined by the Data Analyzer system administrator for the metric. you must verify that the SQL query is valid before running the report. GROUP BY Clause and Metric Aggregation in an SQL Query GROUP BY Clause Metric Aggregation Figure 14-4 shows the report run from the preceding SQL query: Figure 14-4. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue metric. For example. For example. Data Analyzer removes the GROUP BY clause and the following metric aggregation methods: ♦ ♦ ♦ ♦ ♦ Sum Max Min Avg Count Data Analyzer does not remove CUSTOM or CUSTOM+ metric aggregation methods. Figure 14-3 shows the GROUP BY clause and the metric aggregation in the SQL query for a report containing a single metric: Figure 14-3. you create a report to display the total sales revenue for each division in your organization.

However. Metric aggregation is suppressed. the report displays granular data. you must suppress the GROUP BY clause for the following reports: ♦ Reports containing CLOB attributes and at least one metric. Click Suppress Group By Clause. You must suppress the GROUP BY clause and the metric aggregation on the View Query page. A report cannot perform aggregation on a non-numeric value. ♦ Editing the SQL Query for a Report 159 . The attribute you define as a metric can have a non-numeric value.Figure 14-5 shows the SQL query when you click Suppress Group By Clause for a report containing a single metric with a Sum aggregation method: Figure 14-5. Reports containing attributes only that you want to display in a cross tabular report table layout. Data Analyzer requires that reports using a cross tabular report table layout contain at least one metric. define one of the attributes as a metric in the analytic schema. To display an attribute only report in a cross tabular report table layout. If you create a report with a CLOB attribute and a metric. Report Results (GROUP BY Clause and Metric Aggregation Suppressed) For most Data Analyzer reports. SQL Query with the GROUP BY Clause and Metric Aggregation Suppressed GROUP BY clause is suppressed. Figure 14-6 shows the report run from the preceding SQL query: Figure 14-6. see “Suppressed GROUP BY Clauses in Cross Tabular Report Tables” on page 160. For more information about suppressing the GROUP BY clause for cross tabular report tables. Data Analyzer prompts you to suppress the GROUP BY clause. When you suppress the GROUP BY clause and metric aggregation in the SQL query. An SQL query cannot use CLOB attributes in a GROUP BY clause. you should retain the GROUP BY clause and metric aggregation in the SQL query.

you cannot complete the following tasks for the report: ♦ ♦ ♦ ♦ Apply metric filters or filtersets containing metric filters to non-granular data. Data Analyzer groups values by the Row Number attribute because the GroupBySuppression.properties file so that Data Analyzer does not group values by the row attributes. and if the dataset is stored in more than one row in a table. then the system administrator must set the GroupBySuppression. Data Analyzer displays the following cross tabular report table: Column Name Row Number 1 2 DEPTNUMBER Column Value 410 435 DEPTNAME Column Value Facilities Finance LOC Column Value Building 1 Building 2 If you do not want Data Analyzer to group the values by the row attributes. For example. you cannot suppress the GROUP BY clause. you define Column Value as a non-numeric metric in the analytic schema and suppress the GROUP BY clause in the SQL query for the report. Add gauge indicators. Rank the report data.Suppressing the GROUP BY clause modifies the SQL query for the report. When you suppress the GROUP BY clause in a report. If you suppress the GROUP BY clause in a report containing metrics only. If you have edited the SQL query.GroupOnAttributePair property to false. If you suppress the GROUP BY clause and then edit the SQL query.GroupOnAttributePair property is set to true by default. The system administrator can edit the GroupBySuppression. Set a data alert on a single metric value.GroupOnAttributePair property in the DataAnalyzer. 160 Chapter 14: Running a Report . or aggregated data. When you run the report. When you create the cross tabular report table. Suppressed GROUP BY Clauses in Cross Tabular Report Tables If you suppress the GROUP BY clause for a report that has a cross tabular report table layout. then by default Data Analyzer groups values by the row attributes when you run the report. you have the following table in your data source where the dataset is stored in multiple rows: Row Number 1 1 1 2 2 2 Column Name DEPTNUMBER DEPTNAME LOC DEPTNUMBER DEPTNAME LOC Column Value 410 Facilities Building 1 435 Finance Building 2 To display this data in a cross tabular report table. Data Analyzer automatically displays row numbers in the report table. you define Row Number as the row attribute and Column Name as the column attribute. Data Analyzer retains the changes made to the SQL query and displays the suppressed SQL for you to edit.

you must revert to the default SQL for the report. the following message appears: Because this report has been customized by the report author. After you edit the SQL for a report.GroupOnAttributePair setting does not affect the display of cross tabular report tables. Using Reports with Edited SQL Once you edit the SQL for a report. certain functionality may not be available. You cannot edit the SQL query for reports with prompts. 2. you can save the changes to the report. Steps for Editing the SQL Query Use a text editor when you cut and paste SQL queries in the Data Analyzer interface. the edited SQL takes precedence over the default SQL for the report. To modify the report. The View Query page appears. you can save the report as a new report. Data Analyzer displays the following cross tabular report table that does not group values by the Row Number attribute: Column Name Row Number 1 1 1 2 2 2 DEPTNUMBER Column Value 410 null null 435 null null DEPTNAME Column Value null Facilities null null Finance null LOC Column Value null null Building 1 null null Building 2 If the dataset is stored in a single row. From the Create Report Wizard. When you display a report with edited SQL on the Analyze tab. Or. Data Analyzer continues to save the default SQL for the report in the repository. Data Analyzer prevents other users from overwriting the edited SQL for the report. you cannot complete the following tasks: ♦ ♦ ♦ ♦ ♦ Add or remove filters Add or remove time settings Add or remove filtersets Pivot the report table Move or remove columns in the report table If you want to edit the report from the Create Report Wizard or Analyze tab. The SQL query for the report appears in an edit box. To edit the SQL query for a report: 1. Editing the SQL Query for a Report 161 .When you run the report. click View Query. Word processors like Microsoft Word use special characters for quotation marks that might not be recognized by Data Analyzer. In the Create Report Wizard. Data Analyzer always groups values by the row attributes defined in the cross tabular report table. After you edit the SQL query for a report. Click Edit SQL. you or other users cannot modify the report from the Create Report Wizard or the Analyze tab. you must edit the SQL for the report. then the GroupBySuppression.

you can control access to data. Data Analyzer does not validate the stored procedures. Using Stored Procedures in the Edited SQL Query If you use data from an Oracle or SQL Server database. A stored procedure is a named set of SQL statements. you can create a prompt for the global variable. Reports with time settings use data from time dimension tables. As a result. If the stored procedure requires input parameters. click Use Stored Procedure. For an Oracle database. Contact the database administrator for information regarding the stored procedures you can use. preserve data integrity. type the global variable name enclosed in dollar signs. 7. Data Analyzer displays stored procedures created by the user name that Data Analyzer uses to connect to the database. The Use Stored Procedure window appears. To revert to the edited SQL query for the report. Data Analyzer replaces the default SQL query for the report with the stored procedure code. Select a stored procedure. From the Edit SQL page. you can use a database stored procedure as the SQL query for on-demand reports. To revert to the default SQL query for the report. Select the global variable to use as the input parameter. -orTo select a global variable as the input parameter. click Revert to Edited SQL. It is compiled and stored in the database. enter the input parameter values. so that it can be shared by different programs. If you use a global variable. A prompt allows the user to select the global variable when displaying the report. 3. You can enter a value as the input parameter or use a global variable as the input parameter. To use a stored procedure. When you use a stored procedure. The View SQL page displays the edited SQL query for the report. Click OK. click Use Stored Procedure. Modify the SQL query. click Save. The stored procedure must return the same number of columns as the columns (attributes and metrics) in the default SQL query.3. To use a stored procedure in the edited SQL query: 1. This user name is defined in the data source properties. 5. -orTo manually enter a global variable name as the input parameter. Use a stored procedure as the SQL query for a report to reuse the SQL code. When defining a time dimension table if the system administrator set the value of Today using the SQL option. To save the report. click Revert to Default SQL. For an SQL Server database. Data Analyzer displays all stored procedures in the database. and improve productivity. You must use correct syntax in the stored procedure and ensure that it returns the correct output. 2. You must use a stored procedure that returns a result set. The Select a Global Variable window appears with the list of all global variables defined in the repository. Note: Use stored procedures that are in the same data warehouse as the metrics and attributes in the report. 162 Chapter 14: Running a Report . you cannot use a stored procedure in the SQL query for the report. Some stored procedures require input parameters. 6. you can modify the report from the Analyze tab. 4. click Select Global Variable as Value. Once you revert to the default SQL query for the report.

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

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

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

166 Chapter 14: Running a Report .

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

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

You do not have to enclose the keywords in square brackets.535 characters. The Select Folder window appears. Enter a name for the report in the Report Name field. Maximum length for the report name is 255 characters. the report appears on the Create Report Wizard. The report name can include any character except a space. 5. In the Select Folder dialog box. Enter the following information for the report: Property Comments Description Description Comments for the report. If you edit a report. Saving an Existing Report as a New Report 169 .When you save an existing report as a new report. The Save As window appears. Data Analyzer does not save the following objects associated with the report. The description for the report displays on the Find tab. Maximum length is 255 characters. Click OK to close the Select Folder window. select Retain Analytic Workflows to save the analytic workflows with the report. this field contains the metrics and attributes of the report enclosed in square brackets ([]). Click Save As. Click Select Folder to select a location to save the report. Keywords 10. Maximum length is 255 characters. You must create these objects in the new report: ♦ ♦ ♦ ♦ Alerts Indicators Highlighting rules Related reports and documents To save an existing report as a new report: 1. You can search for a report based on the description associated with the report. newline character. Select the report update setting: ♦ ♦ On-demand Cached 6. 3. -orEdit the report. Display the report on the Analyze tab. If you choose Cached for the report update setting. select the security setting: ♦ ♦ Apply user-based security Apply provider-based security 7. and the following special characters: / \ : * ? “ < > | [ ] 4. Description for the report. If the report has any analytic workflows associated with it. If you choose Cached for the report update setting. select a schedule for the report from the schedule list. Click More Options to display additional options for saving the report. navigate to the location you want to save the report. By default. Keywords associated with the report. tab. 9. You can search for a report based on the keywords associated with the report. Maximum length is 65. 2. Use commas to separate keywords. You can add other keywords that might be more meaningful to the users of the report. 8.

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

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

you can specify the following properties: ♦ ♦ ♦ ♦ ♦ Ranges Formats State User access Hiding metric values Understanding Ranges When you create a highlighting rule. To modify highlighting in the charts or indicators. if your language is French. you specify ranges for the values that you want to highlight. after you create the highlighting rule. you can use comma as the decimal symbol. enter the numeric values in the standard format of the language selected in your user profile. you can specify the ranges for the Sales Quantity highlighting rule as follows: Ranges for the values you want to highlight If the lowest Sales Quantity values start at 650 in the report table. When you create highlighting rules. When you enter the ranges. If you do not add formatting characters. For example. 172 Chapter 15: Analyzing a Report . you must modify the highlighting rule. Enter ranges in ascending order. the lowest configured range does not appear highlighted in the report table. Data Analyzer saves the numeric values in the standard format of your language. Data Analyzer highlights values in the report table that fall into the configured ranges. For example. Highlighting in a Bar Chart You cannot modify the highlighting directly in the charts or indicators.Figure 15-2 shows how background highlighting appears in a bar chart: Figure 15-2.

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

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

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

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

Active . By default. Highlighting Metric Values 177 . Click OK. To edit a highlighting rule: 1. Editing a Highlighting Rule Use the following procedure to edit a highlighting rule. More Options Set Default State of Rule (for All Users) As Set Highlighting Rule As Show Only Highlighting in the Table and Hide Numeric Data Apply Highlighting Rule on All Occurrences of Selected Metric in the Report 9. Display the report on the Analyze tab. This option displays for reports with cross tabular and sectional report tables. Select to display only highlighting in the table. By default. Enter the following information: Property Set Highlighting State Description Select one of the following options to set the state of the highlighting rule: . right-click the highlighting rule name. Click to display additional fields for the highlighting rule. Data Analyzer highlights all occurrences of the selected metric in the report table.Personal Default is Public. The highlighting appears in the report table. the metric values might appear cropped in the report table. To change the state of a highlighting rule. 2. Note: After you highlight a metric.Inactive Default is Active.Inactive Default is Active.Public .Active . Clear the check box to highlight one occurrence of the selected metric. Manually resize the metric column in the report table to display the values properly.8. The highlighting rule appears in the Highlighting task area on the Analyze tab. Select one of the following options to set user access for the highlighting: . both highlighting and numeric data appear in the report table. Select one of the following options to set the state of the highlighting rule for all users: .

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

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

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

Data Analyzer displays the current drill path for the report above the report table. Each link in the drill path represents the results of a drill. The link text displays the attributes you select for the drill. For example, if you select a Division attribute value in the report and select Group attribute in the drill path, Data Analyzer displays the following link text:
Division to Group

If you drill into a report when no drill paths are defined, the drill results display only the attribute values you selected for the drill filter. To get meaningful results from drilling into a report, the system administrator must define drill paths for the attributes. If you drill into a report when no drill paths are defined, Data Analyzer displays the following link text in the drill path:
Filtered on <attribute_name>

In this text, attribute_name is the attribute you select in the report. Do not use CLOB values when drilling. Data Analyzer enables the Drill button only when non-CLOB values are selected. Data Analyzer also does not use CLOB data in drill filters. You cannot create an indicator, alert, or highlighting rule in an unsaved report in the drill results. If you save the report, you can create indicators, alerts, and highlighting rules.

Steps for Drilling into a Report
Data Analyzer does not save the drill filters with the report. After you drill into a report, you can save the drill filters with the report.
To drill into a report: 1. 2.

Display the report the Analyze tab. Select the attribute value for the drill. You can select more than one attribute value for the drill filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values. You can also click a metric value to select all associated attribute values. To select all attribute values for an attribute, click the attribute name.
Note: In a report with time settings, you can select a time period or granularity to change the granularity in

the report. Do not select CLOB attribute values. Data Analyzer enables the Drill button only when non-CLOB values are selected. Data Analyzer does not include CLOB data in drill filters.
3.

Click Drill. Data Analyzer displays the available drill paths on the Drill tab. -orIn the report table, right-click the selected values, and click Drill to view available drill paths. You can select those attributes from the available drill paths that are not part of the report. Each attribute can have one primary drill path and multiple secondary drill paths. The primary drill path allows you to follow a standard path of inquiry for the attribute. The Data Analyzer system administrator configures these drill paths. If no drill paths exist for the selected attribute, the Drill tab appears with no drill paths.
Tip: To view a description of the drill path, hold the pointer over the information (i) icon.

4.

From the available drill paths, select the attribute you want to display in the report.

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For example, if the report currently displays the Product Category attribute, you can select the Product attribute to display the customers for the selected category.
5.

Click Drill. The report appears with the selected attribute. The data in the report depends on the attribute values you selected for the drill filter. To drill further into the report, repeat steps 2 to 5.

6.

To go back to a previous drill result, click the drill result link in the current drill path. To go back to the original report, click the Original Table link in the current drill path.

Changing Granularity of a Report with Time Settings
When you display a report with time settings on the Analyze tab, you can drill into the report to change the granularity for the time period in the report. If the report does not display any granularity, you can drill into the report to add granularity for a time period. Data Analyzer displays those granularity options that the system administrator has configured. Data Analyzer does not save the drill filters with the report. After you drill into a report, you can save the drill filters with the report.
To drill into a report to change granularity: 1. 2. 3.

Display the report the Analyze tab. In the report table, right-click a granularity value or a time period value. Click Change Granularity to view available granularity options. You can select those granularity options that are not part of the report.

4.

From the available granularity options, select the granularity you want to display in the report. Data Analyzer displays the drill results. If you selected a granularity value in step 2, the drill result displays data for that granularity value. If you selected a time period value in step 2, the drill result displays all granularity values in that time period. To drill further into the report, repeat steps 2 to 4.

5.

To go back to a previous drill result, click the drill result link in the current drill path. To go back to the original report, click the Original Table link in the current drill path.

Drilling Anywhere in the Report
Drilling anywhere allows you to add attributes and metrics that are not part of the report. You can also add time settings and filters to the report.
To drill anywhere in a report: 1.

Open the report you want to drill into. The report appears on the Analyze tab.

2.

Select the attribute value for the drill. You can select more than one attribute value for the drill filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values. You can also click a metric value to select all associated attribute values. To select all attribute values for an attribute, click the attribute name. Do not select CLOB values. Data Analyzer enables the Drill button only when non-CLOB values are selected.

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Data Analyzer does not include CLOB values in drill filters.
3.

Click Drill. On the Drill tab, click Drill Anywhere. -orIn the report table, right-click the selected values, and click Drill Anywhere. Data Analyzer displays the report on the Create Report Wizard.

4. 5.

Modify the report. Click Display on Analyze. The report appears on the Analyze tab according to the selected drill filters.

Drilling into a Report Chart
Drilling into a report chart is similar to drilling into a report table. However, when you drill on a report chart, you can only use the primary drill path to drill into the report. You can drill up or drill down the primary drill path. If the report does not have a primary drill path, Data Analyzer uses the selected attribute values as the drill filter. To get meaningful results from drilling into a report, the system administrator must define primary drill paths for the attributes. After you drill into a report, Data Analyzer displays a report table and a report chart with the data from the drill result. You must enable interactive charts and indicators before you can drill into a report chart.
Note: You cannot drill into the Others section in a pie or pareto chart.
To drill into report charts: 1.

Open the report to drill into. The report and report chart display on the Analyze tab.

2.

In the report chart, select the bars, lines, or pie sections for the drill. Shift-click to select multiple bars, lines, or pie chart sections.

3.

Right-click the selected bars, lines, or pie chart sections. Data Analyzer displays a shortcut menu.

4.

To drill up in the primary drill path, click Drill Up (Primary Drill Path). Data Analyzer drills up to the next attribute in the primary drill path. -orTo drill down in the primary drill path, click Drill Down (Primary Drill Path). Data Analyzer drills down to the next attribute in the primary drill path. If the report does not have a primary drill path, Data Analyzer uses the selected attribute values to filter the report, unless you selected a CLOB attribute. Data Analyzer also disregards CLOB data in drill filters.

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Data Analyzer displays the drill results in the report table and the report chart.
Drill path

5.

To go back to the original report, click the Original Table link in the drill path.

Using Analytic Workflows
Use analytic workflows to change the perspective of a cached or on-demand report by linking it to other attributes and metrics. The first report in the analytic workflow is the primary report, which contains data you want to analyze. The workflow reports are the subsequent reports in the analytic workflow that enable you to change the scope of the data in the primary report. The primary report can be an on-demand or cached report. The workflow reports are always on-demand reports. Before you view any report in the workflow, you can create an analysis filter by selecting attribute values from the previous report in the workflow. You can select a single attribute value or multiple attribute values. The analysis filter determines the data you see in the subsequent report. If you do not create an analysis filter, Data Analyzer displays data for all attribute values. Data Analyzer does not include CLOB values in analysis filters. If you select CLOB values for use with analysis filters, Data Analyzer ignores those values when generating the analysis filter for the workflow report. Within a branch in the workflow, Data Analyzer carries forward all analysis filters to the subsequent reports. If you jump to a different branch in the workflow, Data Analyzer carries forward only those filters that were created in the parent report. The analysis filter is valid for your current analysis only. Data Analyzer does not save the analysis filter with the report. You can also use report links to navigate through a workflow. Report links allow you to jump from one report to any subsequent report in the workflow based on configured conditions. For reports with rankings, if you do not select any attribute values, Data Analyzer uses the rankings in the subsequent workflow reports. If you select attribute values for an analysis filter, depending on how the report is set up, Data Analyzer may or may not use rankings. By default, Data Analyzer does not use the rankings in the subsequent workflow reports. However, when you create the workflow report, you can set up the report such that Data Analyzer always uses rankings. When you view a workflow report, Data Analyzer might prompt you to select values you want to display in the report. You can create indicators, alerts, and highlighting rules for a workflow report. You can also perform other datalevel tasks on a workflow report.

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You can complete the following report-level tasks on a workflow report:
♦ ♦ ♦ ♦ ♦ ♦

Save the report. Save the report as a standalone report. Revert to the saved version of the report. Print the report. Export the report to another format. Edit the report.

When you save a workflow report as a standalone report, you can choose to retain the analytic workflow with the report. If you retain the analytic workflow with the report, Data Analyzer retains any subsequent reports in the analytic workflow only. On the Analyze tab, you can display the analytic workflows in one of the following modes:

Global view. Data Analyzer displays a diagram of all analytic workflows associated with the report. The diagram includes the names of all workflow reports. If a report has gauges with values within the gauge bands or unread triggered alerts, Data Analyzer displays icons for those next to the report name. Detail view. Data Analyzer displays details of the current analytic workflow. Data Analyzer displays comments about each report under the report name on the Workflows tab.

You can also edit an analytic workflow on the Analyze tab.
To use an analytic workflow in a report: 1.

Display the report on the Analyze tab. If the report has associated workflows, the Workflows button appears with a plus (+) symbol.

Attribute value for the analysis filter.

Workflows button. The plus symbol indicates that the report has associated workflows.

2.

Click the attribute value you want to use as the analysis filter. You can select more than one attribute value for the analysis filter. Shift-click to select a contiguous range of values. Ctrl-click to select a non-contiguous range of values. Data Analyzer does not include CLOB values in analysis filters.

3.

Right-click the attribute values, and click the workflow report name you want to use. -orClick the Workflows button, and click the workflow report you want to use.

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Data Analyzer displays the workflow report. The Workflows tab displays the workflows associated with the report.

Analysis filter

Data based on the analysis filter

The analysis filter appears in the Filters task area. In the Workflows tab, Data Analyzer highlights the current report.
Note: For reports with time settings, Data Analyzer does not display the analysis filter. You can view the

time settings on the Time tab. By default, Data Analyzer displays the global view of the workflows. Data Analyzer highlights the current report in the workflow.

Alert Notification icon

To view comments about a report in the analytic workflow, move the pointer over the report name. Data Analyzer displays comments up to 1,000 characters. If the report has any unread triggered alerts, move the pointer over the alert notification icon to view a description of the alerts. Data Analyzer displays descriptions of up to five alerts. If the report has any gauge indicators with values within the gauge bands, move the pointer over the gauge indicator icon to view a description of the gauge. In a report with time settings, Data Analyzer displays the time attribute system names in the description of the gauge. To view a subsequent report in the analytic workflow, click the report name. When you navigate to subsequent workflow reports, Data Analyzer carries forward any analysis filters you created in the workflow. To view the previous report in the analytic workflow, click the report name.
4.

To display a detail view of the workflow, click Detail View. Data Analyzer displays descriptions of the reports in the current workflow. The current report displays in black. To display a global view of the workflow, click Global View.

5.

To edit the analytic workflow, click Edit Workflow. The workflow appears on the Create Report Wizard. Edit the workflow.

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6. 7.

To save a report in the analytic workflow as a standalone report, click the Save As link. To close the Workflows tab, click Close.

Adding a Related Link
From the Analyze tab, you can add links to related on-demand or cached reports, shared documents, and dashboards. When you add a link to a related item, you create a link to the item in the Public Folders. The location of the item in the Public Folders does not change. Links to related items provide users access to reports, shared documents, or dashboards that might be of interest to them. For example, you have a report that shows sales and cost figures for all the brands your organization sells. You also have a shared document that contains a description and positioning for each of these brands. You can add this shared document to a report. When you add a link to a related report, Data Analyzer adds a link from that report to the current report. After you add related links, Data Analyzer displays the links when you open the Links tab. On the Links tab, you can click a link to open the related report, shared document, or dashboard. Data Analyzer displays reports on the Analyze tab and dashboards on the View tab. You can also remove related links you added earlier.
To add a related link in a report: 1. 2.

Display the report on the Analyze tab. Click Links. The links tab displays any related links you added to the report.

3.

Click Add. The All Related Links window displays a list of folders, reports, shared documents, and dashboards in the Public Folders. The list does not include the reports or shared documents that you added to the report as related reports or shared documents.

4.

Click the report, shared document, or dashboard you want to add a link to. The report, shared document, or dashboard appears in the Selected Items area. You can add more than one report, shared document, or dashboard. To remove a selected item, click the item name, and click the Remove button.

5.

Click OK. The report, shared document, or dashboard name appears in the Links tab.

6.

Click Close.

Viewing Help Glossary Descriptions
From the Analyze tab, you can view help glossary descriptions, which are descriptions of the report attributes and metrics. These descriptions reside in the help glossary within the repository. The system administrator creates help glossary descriptions.

Adding a Related Link

187

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

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

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

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

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

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

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

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

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

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

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

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

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

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

-orOn the Analyze tab. click Layout and Setup > Calculations. In the Add Calculations task area. click Calc. select the calculation you want to add. 8. 202 Chapter 17: Adding Calculations to a Report . 4.Steps for Adding Basic Metric and Aggregate Calculations To add basic metric and aggregate calculations to a report: 1. select metrics for the calculation. you can also select the Time Attribute option for calculating subtotals. From the Aggregate By list. the Calculations tab is labeled Calc. From the Basic Metric and Aggregate list. Data Analyzer displays subtotals for the time periods you selected in Step 5. to add subtotal calculation to the report. select Basic Metrics and Aggregates if not already selected. Basic Metric and Aggregate List Metrics List Aggregate By List On the Analyze tab. If you added a basic aggregate calculation. 6. select Show Subtotals For. You can select one or more of the following options: ♦ ♦ ♦ Rows and Columns (displays for reports with cross tabular report tables) Rows (displays for reports with cross tabular report tables) Columns 7. The Calculations tab appears. For reports with time settings. you can select metrics and attributes for the calculation. select how you want the calculated values to display in the report. On the Create Report Wizard. select the time periods for which you want to perform the calculation. From the Metrics list. For reports with time settings. Click Add. 3. 5. 2. If you add the Count calculation. and select attributes for which you want Data Analyzer to calculate the subtotals.

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

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

Click the Expand button to view the Make Selection list. Expand button Tip: To switch to the advanced mode. the custom metric appears to the right of the basic metric calculation. the custom metric appears next to the base metric. 7. To enter a numeric value as the second operand. Data Analyzer retains the custom metric expression. the Make Selection list displays the valid options. If you have added a basic metric calculation for the base metric. The custom metric name appears in the Summary task area of the Calculation tab: Custom metric name Total number of metric calculations in report Note: The Summary task area displays the total number of metric calculations in a report. From the Make Selection list. In the report table. When you switch to the advanced mode.Depending on the operator you select. click Advanced. select Enter a Numeric Value and enter a numeric value. 6. select the second operand for the custom metric expression. The custom metric values display in italics. Click OK. Data Analyzer also displays the number of metric calculations on the Create Report Wizard in the Step 4 Layout and Setup summary area. This number includes basic metric and custom metric calculations. Working with Custom Metrics 205 . Data Analyzer adds the custom metric to the report.

1186.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression. Data Analyzer uses the precision of the value with the highest precision.2586) Sales Price has a precision of two.9379. functions. For example.8. you have the metric Sales Price with a value of 402. Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression.20) . the custom metric or custom aggregate has two as the default precision. with a precision of four. and constants (numeric values) in the custom metric expression. you can create the following custom metric expression: ((({Revenue} * 1. Create chart or gauge indicators. These non-numeric metrics display in the report table as any other custom metric.258 has a precision of three. The value of the custom metric is 403. For example. Creating a Custom Metric in Advanced Mode You can create a custom metric in advanced mode to perform mathematical calculations on two or more metrics in a report. If none of the values in the expression has a precision of two or more. The syntax for some functions allows you to use certain keywords. When any of the values in an expression has a precision of two or more. you have the metric Sales Price with a value of 402. You can also save the modified report as a new report. Display in charts. Use Date and Time and String functions to create custom metrics that generate non-numeric values. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1.938. as follows: ({Product list price} * {Quantity on hand}) Precision for a Calculation Precision is the number of digits after the decimal point in a numeric value. Use multiple operators. 206 Chapter 17: Adding Calculations to a Report . the value of the custom metric is 103.86 in the custom metric expression: {Sale Price} + . Data Analyzer assigns the return value the same precision as that of the value with the highest precision. you can use the applicable time attributes as keywords. Calculations that involve multiplication and division may result in higher precision than the values included in the operation. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts. However.86 in the custom metric expression: {Sale Price} *. Data Analyzer rounds the value to the highest precision in the expression.2586 has a precision of four. Click Save. For example.258) Sales Price has a precision of two. The result of the calculation is 103.{Expenses} If you want to see the estimated profit as a percentage of the actual profit. For example. while . Highlight the metric values.20) . For reports with time settings. while . Therefore. you can calculate the total value of each product in your inventory using the product list price in a custom metric expression.

You cannot use a row or column calculation in the report table for the custom metric expression. click Calc. Data Analyzer encloses selected metrics and attributes within curly brackets ({}). attributes. The Custom Metric page appears in advanced mode. Example of Custom Metric Values Displayed as Percentages You can add basic metric calculations for a custom metric where you display the custom metric values as percentages. Figure 17-4 shows an example of custom metric values displayed as percentages in the report table: Figure 17-4. In the Add Calculations task area. select Custom Metrics if not already selected. You use the following custom metric expression: ((({Revenue} * 1. On the Create Report Wizard. 5. Create the custom metric expression. -or- Working with Custom Metrics 207 . -orOn the Analyze tab. you must save the report before you add basic metric calculations for such a custom metric. and keywords to add them to the custom metric expression. in the Description field. Click metrics. Optionally. Maximum length is 200 characters. The Custom Metrics page appears. an error message appears indicating why the custom metric expression is invalid. 6. In the Name this Metric field. To create a custom metric in advanced mode: 1. For example. you create a custom metric to calculate the estimated profit as a percentage of the actual profit. it appears where the pointer is in the Advanced Metric Expression text box. functions. enter a description for the custom metric. If the custom metric expression is invalid. enter a name for the custom metric. When you click an item.Displaying Custom Metric Values as Percentages You can display the percent (%) sign next to custom metric values in the report table. The Calculations tab appears. 3.20) . You can validate the custom metric expression. However. you must build a valid custom metric expression. 2. click Layout and Setup > Calculations. Click Advanced. Steps for Creating a Custom Metric in Advanced Mode When you use the advanced mode. 4.{Expenses}) / {Profit}) * 100 You can choose to display the percent sign next to the estimated profit values in the report table.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can select different axes for metrics using the Select Metrics chart option. In the report. or you can display a metric with the Thousand scale. Note: You cannot display basic or custom aggregate calculations in a chart. For ease of viewing the statistic values. you can choose a metric and add the following statistic values to the line chart: ♦ ♦ ♦ ♦ ♦ ♦ Average First standard deviation Second standard deviation Third standard deviation Minimum Maximum Data Analyzer displays the statistic you choose as a horizontal line on the line chart. the indicator displays the Regional % Contribution as 28. Data Analyzer displays the calculations in the chart tool bar in the list of metrics in the report. you have a report with Dollar Cost and Customer Count metrics.If you create a chart for the North and South region. For example. When you create a 2Y line chart for this report. you can also select an axis that you want to display according to the format for the metric. If you create a table or chart indicator for the North and South region. Displaying Metric Formats in a Chart When you select a metric for a chart.57% and 71. you can format the different axes according to different metric formats. you select currency format for the Dollar Cost metric and numeric format for the Customer Count metric.43%. you can display a metric in the currency format. you can select the left Y axes to display the currency format and the right Y axes to display the numeric format. Displaying Data in a Report Chart 231 . the chart displays the Regional % Contribution as 10% and 25% respectively. Displaying Statistics in a Line Chart If you add a line chart to a report. respectively. These formats determine how the metric appears in the report table. In the report chart. You select formats for metrics on the Formatting tab. For example. Data Analyzer does not display the grid lines on the line chart.

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

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

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

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

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

or to the left of the table. Open Chart Options Button 8. below. If you selected a section in step 2. The chart options toolbar appears. -orIn the report table. Data Analyzer plots the chart for the first section. click the chart type you want to display if you want to plot all metrics in the report table. Show More Chart Draw Series Along Draw Series Along Table Rows Button Table Columns Button Options Button Working with a Report Chart on the Analyze Tab 237 . You can choose to display the chart above. The report chart appears on the Analyze tab.If the report includes sections. On the Charts tab. click Open Chart Options. the Charts tab displays chart options for sectional report tables. select the metrics you want to plot. 6. Options for sectional reports 5. choose to add a chart for every section of the report or a single section of the report. Select the display position of the chart. For reports with sectional report tables. Click the chart type you want to display. 7. To show the chart options toolbar. to the right. If you did not select a section in step 2. Data Analyzer plots the chart for the selected section.

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

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

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

Density value for dotted horizontal grid lines for the left Y axis. Gridline Density Options Option Auto Description Select Auto if you want Data Analyzer to use 5 as the default value for X Minor. Use for horizontal chart types such as horizontal bar. For example. Clear Auto and set all axis values to None to display no grid lines in the chart. or bubble charts. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. the following figure displays dotted horizontal grid lines at intervals of 5. Density value for dotted vertical grid lines for the X axis. You can configure the Gridline Density value and whether the grid lines display as dotted or solid lines. only the solid lines display. Density value for solid horizontal grid lines for the right Y axis.Configuring the Grid Lines for a Report Chart You can customize the grid lines that display for charts such as line. Customizing the Display of a Report Chart 241 . bar. Table 19-2 explains the chart options you use to configure the grid lines for a report chart: Table 19-2. Use for horizontal chart types such as horizontal bar.000 for a standard bar chart: Grid lines at intervals of 5. Density value for solid vertical grid lines for the X axis. Data Analyzer uses an algorithm to calculate the grid line interval depending on the Gridline Density value and the maximum metric value for the chart. Data Analyzer calculates the actual number of grid lines for an axis depending on the Gridline Density value and the maximum metric value for the report chart. depending on the chart type. Density value for dotted horizontal grid lines for the right Y axis. Data Analyzer displays dotted grid lines and uses a Gridline Density value of five for each chart. or Y-2 Minor. Density value for solid horizontal grid lines for the left Y axis. Data Analyzer performs the following calculations on these values: 1. If the grid lines overlap. X Minor X Major Y-1 Minor Y-1 Major Y-2 Minor Y-2 Major If you select different Minor and Major values for an axis. Y-1 Minor.000 By default. Data Analyzer displays both dotted and solid grid lines for the axis. Uses the following expression to calculate the upper range of the scale for the chart: UpperRange = MaxMetric + MaxMetric/10 MaxMetric is the maximum metric value.

088.29 Y-1 Minor = 10 UpperRange = 41.000.71 divided by 10 three times. Data Analyzer displays grid lines at intervals of 2. ♦ Edit the Chart. To determine the total number of grid lines. see the documentation for your operating system. Table 19-3 shows how Data Analyzer calculates the number of grid lines to display when you set the Y-1 Minor Gridline Density property to 5 or 10: Table 19-3.42 Interval = 8 (8.189. or 5.000.) Interval = 2 Interval = 2*10*10*10 = 2. you must install the fonts on the machine that hosts Data Analyzer. where n is the number of times Interval was divided by 10 in step 3.000 Data Analyzer displays grid lines at intervals of 5.29. Data Analyzer displays grid lines at this interval. divide UpperRange by the final Interval value. Subtract Interval by one until Interval equals 1. truncate the decimal values.12 Interval = 8. Uses the following expression to calculate the initial value for the interval: Interval = UpperRange/Density Density is the value specified in the Gridline Density property.12 Interval = 4.12/5. Multiply Interval by 10 n times. 4. you might need to complete the following tasks to display text correctly in a report chart: ♦ Install the correct fonts for your language. or 5. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese. 4.897. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer. and records the number of times Interval is divided by 10. For information about how to install fonts on your machine.000 = 8). 2. you create a report chart that has a maximum metric value of 38.088. 5.189. For example. Interval = UpperRange/Density 3.379.2. truncates the decimal values.Fontname property in DataAnalyzer.29 Y-1 Minor = 5 UpperRange = 41.12/2. where n is the number of times Interval was divided by 10 in step 3.088. Divide Interval by 10 until Interval is equal to one digit.379. − − If you select the Interactive Charts option to view charts.42 divided by 10 three times.897.897. divide UpperRange by the final Interval value. Multiplies Interval by 10 n times. Divides Interval by 10 until Interval is equal to one digit.897. 3.000 = 20). To determine the total number of grid lines. UpperRange = MaxMetric + MaxMetric/10 2. for a total of eight grid lines (41. for a total of 20 grid lines (41.71 Interval = 4 (4.000 MaxMetric = 38. Calculating the Number of Grid Lines Calculations 1. If you do not select the Interactive Charts option. MaxMetric = 38.) Interval = 5 Interval = 5*10*10*10 = 5. 2.properties to include the correct fonts. and record the number of times Interval is divided by 10. 5. Subtracts Interval by one until Interval equals 1. 242 Chapter 19: Working with Report Charts .

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

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

Step 4. to associate the shape named California in the usa. Each map has a number of shapes for specific areas in the map. Note: Attribute values are case sensitive.00234603881836"> <ATTRIBUTE value="CA"/> 4. Modify the SHAPE element for each area you want to show data on the report. Displaying Geographic Charts 245 . click Charts on the Analyze tab. 6. Scroll down to locate the line under the SHAPE element with the following text: <ATTRIBUTE value= The value of the ATTRIBUTE element must correspond to the value of the attribute that you want to associate with the shape. Name identifies area in the map. To view the geographic chart for the attribute. Value must match a value of the attribute associated with this map. For example.39147186279297" ymin="32. Restart Data Analyzer and then go to “Step 4. In the XML file for the map you want to use. You need to modify the SHAPE elements only for the areas you want to show data in the report. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute.12445068359375 ymax="42.53572463989258" xmax="-114.If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file.39147186279297" ymin="32. you do not need to modify the SHAPE elements. 2. locate the line with the following text: <SHAPE name=” The name of the SHAPE element is the name of the area in the map. you must modify the SHAPE elements.12445068359375" ymax="42. Save the XML file. Continue with the next step.xml map with the attribute value CA. locate the following element: <SHAPE name=”California" xmin="-124. 3. and then click the XML file name. Data Analyzer displays a link for the XML file when you display the report on the Analyze tab.00234603881836"> <ATTRIBUTE value="California"/> Set the attribute value for the shape to CA: <SHAPE name="California" xmin="-124. Restart Data Analyzer.53572463989258" xmax="-114. Set the attribute value for the shape to a value in the attribute associated with the map. you may need to associate each shape in the XML file with an attribute value. Display a Geographic Chart” on page 245. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. Step 3. If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file. 5. To associate each shape in the XML file to an attribute value: 1. Display a Geographic Chart If you create a report with one attribute associated with a map XML file.

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

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

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

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

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

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

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

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

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

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

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

acme. Click OK to submit the feedback. the exported PDF file contains the following string without the URL link: Acme Products To display the string with the URL link. 3. After you view a feedback. you must be the owner of the report or dashboard and you must have the appropriate privileges. click the delete button for the feedback. export or email the report to PDF format from the Analyze tab. Troubleshooting When I export or email a report to PDF format from the View tab. the users who submitted the feedback. Display the report on the View tab or Analyze tab. To view or delete feedback on a report or dashboard: 1. HTML attribute values display as strings without URL links. Click Close. 4. Email a report in PDF format from the View tab. -orDisplay the dashboard on the View tab. and the time. The Feedback window displays a list of feedback. 4.com” target=“_parent”>Acme Products</a> When you export or email the report to PDF format from the View tab. If the report or dashboard contains unread feedback. Export a report to PDF format from the View tab. you can delete it. Troubleshooting 257 . you have a report that contains an HTML attribute with the following value: <a href=“http://www. 3. Click Feedback. The Feedback window appears. Data Analyzer converts HTML attribute values in a report to string values when you complete the following tasks: ♦ ♦ ♦ Click Print Preview while printing the report from the View tab. For example. Click Feedback. 2.2. the Feedback button appears in bold. Viewing or Deleting Feedback To view feedback on a report or dashboard. Enter your feedback. To delete a feedback.

258 Chapter 20: Sharing Report or Dashboard Information .

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

Note: The name of the Report worksheet is the name of the report. This worksheet is hidden when a user exports. or delete the Data worksheet. you must complete the following tasks: 1. On the Security tab. If you do not set Excel to enable macros. Upload the template to the Data Analyzer repository. ♦ ♦ Report. Create the template. rename. 4. see the Microsoft Excel documentation. Click the Macro Security button and set the security to Medium. Data Analyzer creates an Excel file with the following worksheets: ♦ ♦ Instructions. the PivotTable on the Analyze worksheet gets new data from the Data worksheet. Do not edit. For more information about Excel PivotTables. An Excel PivotTable is an interactive table that allows you to rotate columns and rows. Set the security level for Excel to Medium. Data. and highlight cities in the western USA for the western division. broadcasts. To create a template. you must have Microsoft Excel 2000 or above installed on the machine where you save and edit the template. 260 Chapter 21: Working with Microsoft Excel . Each division can use the appropriate template when they export the report data. The PivotTable on the Analyze worksheet uses the Data worksheet as source data. Use the Analyze worksheet for advanced Excel functions. Use the Report worksheet to edit report formatting for printable versions of the report.0 on the machine where you work with the Excel template. set the security level to Medium. you cannot view the exported report data or Excel template.highlight cities in the eastern USA for the eastern division of your organization. Each time you refresh data. You need Microsoft SOAP Toolkit to upload or refresh the template. or archives report data using the template. Each time you refresh data in the template. After you create the template. When you create an Excel template. Creating the Excel Template You can create an Excel template after you save a report. Data Analyzer overwrites the data on the Data worksheet. you can set the security level by choosing Tools > Options > Security. 2. Displays the report data in an Excel PivotTable. 3. Displays the report data in a basic Excel table. This worksheet is hidden when you export report data with the template. you can add new worksheets and custom formatting to the template. you must set the security level for Excel to Medium to enable macros. Install Microsoft SOAP Toolkit version 3. In Excel 2002.0 on the machine where you work with the Excel file. Provides instructions on how to create a template. Before you can work with an Excel template. Data Analyzer provides Microsoft SOAP Toolkit installation and prompts you to install it if you do not have version Microsoft SOAP Toolkit 3. Data from the Report worksheet refers to data on the Analyze worksheet. Contains report data. You can create two templates for the report. To use an Excel template. In Excel 2000. you can set the security level by choosing Tools > Macro > Security. Analyze. one for the eastern USA and another for the western USA.

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

Click Publish > Templates. If you do not have Microsoft SOAP Toolkit 3. If you do not have Microsoft SOAP Toolkit 3. After you edit an Excel template.0 on your machine. upload it again to the repository. 5. Deleting an Excel Template In the Manage Templates task area of the Templates tab. Open the Excel template on your local drive. After you edit the template. Microsoft Excel launches. 3. Click Save. or archive the report data. Edit the report that the Excel template is based on. you can delete templates from the Data Analyzer repository. Do not edit the report name. If the template name exists for the report in the Data Analyzer repository. You can choose to overwrite the template in the repository.0 installed on the machine where you saved the Excel template. To upload an Excel template: 1. On the Templates tab. Click the Refresh button in your browser to see the uploaded template name in the Manage Templates task area. 4. 4. Data Analyzer prompts you for your user name and password. Click Edit. 5. broadcast. you must have Microsoft SOAP Toolkit 3. The report appears on the Create Report Wizard.0 installation. If you specify a different template name. 6. Click Enable Macros to open the template. Data Analyzer uploads the template for the report you used to create the template. Edit the template in Microsoft Excel. Data Analyzer prompts you to install it and provides the SOAP Toolkit 3. 2. You can now use the Excel template to export. 2. 3.0 on your machine.Uploading the Excel Template After you edit the Excel template. select the template you want to edit from the Manage Template task area. 7. Data Analyzer displays the template name and report name for you. 262 Chapter 21: Working with Microsoft Excel . Enter a user name and password. Data Analyzer uploads the template as a new template for the report. Click the Upload button in Microsoft Excel. Editing an Excel Template In the Manage Templates task area of the Templates tab. upload it to the Data Analyzer repository so you can use it to export. you can view a list of the uploaded Excel templates and edit Excel templates. Use the following format for user name: username@namespace. 6. Data Analyzer prompts you to install it. Data Analyzer displays a warning message. upload it again to the repository. Click Save. or archive the report data. To edit an Excel template: 1. To upload the Excel template. broadcast.

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

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

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

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

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

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

Choose a template. Enter the user name and password of the user who is exporting the report. When download completes. 6. Exporting Report Data to Microsoft Excel 269 .0 of the Microsoft SOAP Toolkit installed on your machine. Data Analyzer displays templates that exist in the repository for the report. You must save the file to the local drive before opening the file. If you do not want to refresh data.0 of the Microsoft SOAP Toolkit on your machine.0 to refresh data in an Excel file.4.0 installation and prompts you to install it if you do not have version 3. Note: Before you can refresh data in an Excel file. Click the Refresh button. 3. skip to step 4. you have the option to refresh data. the file contains old data in the template file. close the dialog box. 7. Data Analyzer may prompt you to enter a user name and password to refresh data. Save the file to the local drive. you must set the security level in Excel to Medium to enable macros. Each time you open an exported Excel file based on a template. You can also refresh data in the Excel template. Enter the user name and password to refresh data in the Excel file. Refreshing Data in an Excel File When you export a report to an Excel PivotTable or to an Excel file based on an Excel template. or the Excel template. 4. Microsoft Excel launches. If you do not have version 3. Data Analyzer provides the SOAP Toolkit 3. click the worksheet and then click Refresh. Excel file based on a template. Data Analyzer prompts you to install it.0 of the Microsoft SOAP Toolkit on the machine where you save the Excel file. Do not click Open in the File Download dialog box. When you refresh data in an Excel file that contains a cached report. 5. For on-demand reports. 8. 2. Data Analyzer displays the URL of the Data Analyzer server and the report name. Data Analyzer refreshes the report on the active worksheet. Data Analyzer gets cached data from the repository. open the file. You need to install the SOAP Toolkit 3. 10. 5. If you have version 3. Click Enable Macros in Microsoft Excel. If you click Refresh in an Excel PivotTable with more than one report. Data Analyzer uses a macro to refresh data when you click the Refresh button in the Excel file. When you view the Excel file based on the template for the first time. Data Analyzer runs the report to get new data from the data warehouse. Open the Excel PivotTable. You may edit the format of the report within Excel. You can set the security level in Excel by choosing Tools > Macros > Security. Formatting in the Excel file does not change when you refresh data. Enter your Data Analyzer user name and password. To refresh another report in the Excel PivotTable. Click Get Report. You must enter the user name and password to refresh data. The Excel file based on the template appears. Steps to Refresh Data in an Excel File To refresh data in an Excel file: 1. Click Export. 9.

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

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

9. When you use the Refresh. Data Analyzer provides the Microsoft SOAP Toolkit version 3. 4. Click OK to open the Microsoft SOAP Toolkit installation file.0 installation program appears. 8. Click Next. 2. Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine. 7. Click Close when the installation completes. or report exported using an Excel template. The Microsoft SOAP Toolkit 3. Click the Disk Cost button to see the amount of disk space required on each drive for the installation. 6.Installing Microsoft SOAP Toolkit You need the Microsoft SOAP Toolkit version 3.0 installation. Refresh data in an Excel PivotTable. Click Next twice to start the installation. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. You must have administrator rights on the machine where you want to install the SOAP Toolkit. Click OK. Choose a directory to install Microsoft SOAP Toolkit. and click Save. You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. Upload an Excel template.0 on the machine where you save the Excel file when you perform one of the following tasks: ♦ ♦ ♦ Add reports to an Excel PivotTable. or Upload buttons in an Excel file. 3. Click Open when the download completes. 5. 272 Chapter 21: Working with Microsoft Excel . Click Browse to select the folder where you want to install Microsoft SOAP Toolkit. template. To install Microsoft SOAP Toolkit: 1. Add Report. Data Analyzer downloads the Microsoft SOAP Toolkit installation files.

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

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

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

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

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

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

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

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

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

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

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

the arrow appears as a green up arrow for a positive change. or a yellow horizontal line for no change. It displays the last 10 values in a real-time message stream as data points. and click Create Indicator. In the report table. An arrow to the right of the metric value indicates the change in the metric value. You can create trend gauge indicators for real-time reports only. If you select green as the high value. a red down arrow for a negative change. A digital gauge displays the numeric value of the metric. the middle dot indicates acceptable range. Types of Gauge Indicators Trend gauge indicator Circular gauge indicator Flat gauge indicator Digital gauge indicator Tip: To maximize the clarity of a digital gauge indicator limit the number of bands to three. Click the Indicators button. If you select red as the high value. The three dots to the left of the numeric value indicate the range for the metric value. 284 Chapter 22: Working with Indicators . cached. a green down arrow for a negative change. Creating a Gauge Indicator You can create gauge indicators from the Analyze tab. and the bottom dot indicates good range. click the metric value for the indicator. The top dot indicates poor range. the arrow appears as a red up arrow for a positive change. You can create digital gauge indicators for on-demand. 3. Display the report where you want to create the gauge indicator on the Analyze tab. To create a gauge indicator: 1.♦ Digital. Data Analyzer highlights the selected metric value. This change compares the current metric value with the value prior to when the report was last updated. -orRight-click the selected metric value. and real-time reports. 2. Figure 22-3 shows the different types of gauge indicators on a dashboard: Figure 22-3. The color of the arrow depends on the high value you select. The color of the dot depends on the color code you select for high values. or a yellow horizontal line for no change. A trend indicator is similar to a scatter chart. Use a trend indicator to view the direction in which the data is changing. ♦ Trend.

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

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

click the gauge indicator name. see Table 22-3 on page 285.0. In the Add Indicator to the Following Containers on My Personal Dashboard field. The Edit Gauge page appears. Data Analyzer permanently deletes it from the repository. The Edit Gauge page appears. Troubleshooting 287 . To close the Preview Indicator window. Data Analyzer deletes the gauge indicator from all personal and public dashboards. click Close. you must have write permission on the report. you need to set the Interactive Charts. On the Internet Explorer browser. Graphs. To delete a public gauge indicator. and Indicators option to On. Troubleshooting Data Analyzer does not display interactive gauge and chart indicators. Adding a Gauge Indicator to Your Personal Dashboard You can add a gauge indicator for a cached report to your personal dashboard. Click Delete. In the Indicators task area. click the gauge indicator name. Deleting a Gauge Indicator You can delete gauge indicators from reports. you must have read permission on the report. 4. To view interactive gauge and chart indicators on the Mozilla Firefox or Internet Explorer browser. 2. The Preview Indicator window displays the updated gauge indicator. To preview the gauge indicator.4. To add a gauge indicator to your personal dashboard: 1. 3. To delete a gauge indicator: 1. select the containers where you want to add the indicator. Click OK. Modify the indicator. To delete a personal gauge indicator. you also need to complete the following tasks to view interactive gauge and chart indicators: ♦ ♦ Install Adobe SVG Viewer 3. click Preview. When you delete a gauge indicator. 6. If the gauge indicator appears on any personal or public dashboards. In the Indicators task area. For more information about the options for a gauge indicator. Display the report on the Analyze tab. 3. Click OK. 2. 5. Data Analyzer deletes the gauge indicator from the report and all dashboards. Display the report where you want to delete a gauge indicator on the Analyze tab. Enable Active X controls for the Internet Explorer browser. You can add your personal indicators or public indicators to your personal dashboard.

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

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

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

Accessing Your Alerts 291 . For a report update alert. For data alerts. the alert summary displays the name of the report that triggered the alert. View the alert summary to get details of the alert without opening the associated report.Data Analyzer sorts the alert notifications in the order received with the most recent notification at the top. Figure 23-2 shows alerts on the Alerts tab: Figure 23-2. Alerts on the Alerts Tab Alert notification icon for data alerts Alert notification icon for report update alerts You can view alert summary information for your alerts. Alert Summary Remove button Mark as Read button Alert summary The Alert Notification icons display to the left of the alert notifications. the alert summary displays the following alert information: ♦ ♦ ♦ ♦ ♦ Alert message Report name Date and time the alert triggered Alert rule Current metric value Figure 23-3 displays an alert summary for a data alert: Figure 23-3.

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

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

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

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

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

You cannot delete a report update alert rule from the repository. but does not send any notifications. By default. 2. Display the report on the Analyze tab. 298 Chapter 24: Setting Up Report Alerts . A red dot marks an inactive alert on the Analyze tab.Report update alerts allow you to monitor updates to reports. click Make Alert Active. a green dot marks the alert on the Analyze tab. You can also activate or deactivate an alert from the Alerts tab. the alert remains in the repository. click Make Alert Inactive. From the Alerts task area. For example. Shortcut menu Note: If you use the Internet Explorer browser. Activating or Deactivating a Report Update Alert You can activate a report update alert on the Analyze tab. View an alert notification on the Alerts tab and other alert delivery devices you might have registered. right-click Report Update Alert. A shortcut menu appears. To activate or deactivate a report update alert: 1. When you deactivate a report update alert. you can right-click or left-click the Report Update Alert to view the shortcut menu. Data Analyzer creates a report update alert rule for each cached report. You can change the state of the alert from inactive to active. Activate or deactivate a report update alert from the Alerts tab. -orTo deactivate the alert. 3. You can deactivate a report update alert by changing its state to inactive. You can complete the following tasks when working with report update alerts: ♦ ♦ ♦ Activate or deactivate a report update alert from the Analyze tab. The report update alert rule also appears on the Alerts tab. the state of a report update alert is inactive. A red dot marks an inactive alert on the Analyze tab. you can set a report update alert to receive a notification every time a report updates. To activate the alert. After you activate a report update alert.

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

quarterly Bi-weekly Monthly. monthly. bi-weekly. weekly. bi-weekly. monthly. if a report updates on a weekly basis. Daily Weekly. Hourly Types of Alert Schedules Available Daily. quarterly Monthly Quarterly or less frequently Quarterly No available alert schedules For example. 300 Chapter 24: Setting Up Report Alerts .Table 24-1 shows the predefined alert schedules available depending on the frequency of the schedule of a cached report: Table 24-1. you can choose from monthly and quarterly alert schedules. quarterly Weekly Bi-weekly. monthly. quarterly Predefined Alert Schedules Everyday at noon Every day at midnight Every weekday 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter Every weekday 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter 15th day of every month First day of every month Last day of every month First day of every quarter Last day of every quarter First day of every month Last day of every month First day of every quarter Last day of every quarter First day of every quarter Last day of every quarter No alert schedules available. Available Alert Schedules Frequency of Report Schedule Every Minute.

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

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

to create an alert rule that notifies you when the revenue of business books falls below a certain threshold. When Data Analyzer runs the alert. Available Operand Types for Each Operator Operator Equals Available Operand Types Numeric Value Metric Percentage of Metric Numeric Value Metric Percentage of Metric Numeric Value Metric Percentage of Metric Numeric Value Percentage of Self Numeric value Percentage of Self Numeric Value Percentage of Self Numeric Value Metric Percentage of Metric Is Between Numeric Value Metric Percentage of Metric Example of Alert Rule Revenue = 10000 Revenue = Cost (for the same attribute values) Revenue = 110% of Cost (for the same attribute values) Revenue <= 10000 Revenue <= Cost (for the same attribute values) Revenue <= 110% of Cost (for the same attribute values) Revenue >= 10000 Revenue >= Cost (for the same attribute values) Revenue >= 110% of Cost (for the same attribute values) Current revenue rose by 5000.♦ Percentage of Metric.000 and $60. ♦ For example. This operand is available when you create selfreferential alert rules.00 or more to 13. this operand is available if the report has three or more metrics.00 Current revenue fell by 5000.000 Expenses is between Cost and Revenue (for the same attribute values) Revenue is between 10% and 20% of Cost (for the same attribute values) Less Than or Equal to Greater Than or Equal to Rises By Falls By Rises or Falls By Rises Above or Falls Below Data Alerts Tasks You can complete the following tasks when working with data alerts: ♦ ♦ ♦ ♦ ♦ Set a data alert from the Analyze tab.611. If you select the Rises Above or Falls Below or Is Between operator.00 or more to 13.611.000 Current revenue rises or falls by 15% Revenue rises above $60. the alert triggers and you get a notification. Modify or delete a data alert from the Alerts tab. Percentage of Self. it compares the current revenue value against the specified numeric value. This operand is available if the report has two or more metrics.000 or falls below $40.000 Expense rises above Revenue or falls below Cost (for the same attribute values) Revenue rises above 10% or falls below 10% of Cost (for the same attribute values) Revenue is between $40.719.719.00 or more to 20000. Percentage of the current metric value. Working with Data Alerts 303 .00 Current revenue fell by 10. For more information. Percentage of another metric in the report.00 Current revenue rises or falls by $10. If the current revenue is less than or equal to the specified numeric value. the attribute values for the operand metric are the same as that of the metric value for the alert rule. If you select Metric or Percentage of Metric as the operand. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2. Delete a data alert from the Analyze tab.00 Current revenue rose by 10. View an alert notification on the Alerts tab and other alert devices you might have registered. see “Viewing or Editing the Alert Rules” on page 292. Modify a data alert from the Analyze tab. you can select a Numeric Value as the operand.00 or more to 20000. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.

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

Depending on the operand type you select. select an operand type for the alert rule. A metric value is defined by the associated attribute values. In the Name This Alert field enter a name for the alert. From the Select Operand Type list. The Alert Me If text displays the metric value you select in the following format: <metric name> (numeric metric value) for <attribute name> (attribute value) 4. Data Analyzer displays the Alerts tab. 5. Once you select an operator. and click Set Alert. Depending on the operator you select. the Data Alert window displays a data entry field or a list of values. the Data Alert window displays the Select Operand Type list. Maximum length is 255 characters. Select Operand Type button Working with Data Alerts 305 . Select Operand Type list The alert rule displays the current metric value with precision up to 10 digits to the right of the decimal point. From the Select Operator list.Right-click the selected metric value. 6. select an operator for the alert rule. Select Operator list Metric value for the alert rule The Alerts tab displays the metric value for the alert rule. The alert name appears in the Alerts area of the Analyze tab. the Select Operand Type list displays the valid operand types.

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

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

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

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

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

Choose from an available format.Enter the following pattern: MMM/dd/yyyy If you want timestamp attributes to display in the following format: Sep/10/04 04:34:42 a Enter the following pattern: MMM/dd/yy hh:mm:ss PM Use slash (/). click Edit. see “Date Format Strings” on page 326. Reports open on the Analyze tab. Default is Formatted.userReportDisplayMode property in the DataAnalyzer.Enter Pattern. Date Format Timestamp Format To enter a pattern for the Date Format or Timestamp Format. enter the following pattern: ‘04’/’12’/’2007’ or ‘2007/04/12’ Steps for Editing Report Preferences To edit report preferences: 1. enclose the numbers within single quotes. Display format for timestamp attributes in reports. To enter numbers in the date or timestamp format.Formatted. Click OK. Editing Your Personal Profile A personal profile consists of the following information: ♦ ♦ ♦ 312 First name Middle name Last name Chapter 25: Managing Account Information . For example.properties file. see “Date Format Strings” on page 326. Select from the following options: . to display date attributes in the 4/12/2007 format. 3. . Enter the following information: Field Default Report View Description Default tab where Data Analyzer opens a report from the Find tab.Choose from an available format. In the Report Preferences task area. Select from the following options: . For a list of date format letters you can use for the pattern. see “Date Format Strings” on page 326 Default is H:mm a.Enter Pattern. select or enter a format. colon (:). Select from the following options: . The Report Preferences task area appears in edit mode. 2. For a list of date format letters you can use for the pattern. . Reports open on the View tab. Default is M/d/yy. Display format for date attributes in reports. and spaces as formatting characters in the pattern.Analytic. Click Manage Account. 4. . For a list of supported date format letters. The system administrator can change the default to Analytic by editing the report.

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

314 Chapter 25: Managing Account Information .

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

button. Use this shortcut. As you tab through the items in a window. Select the tab. Menu Navigation To complete the following task.. or down arrow Up and down arrows Right arrow Left arrow Enter Enter Esc Combo Boxes and List Boxes Use the Tab key to navigate to and give focus to a combo box or list box. Use this shortcut. or check box.. Table A-1 lists the keyboard shortcuts for general navigation through the Data Analyzer interface: Table A-1. Go to the end of the Data Analyzer tabs (right of the Manage Account tab).. button. fields. Data Analyzer displays a dotted rectangle around the item or highlights the item that has focus. or check box. Close a submenu. Open a submenu. icon.. The other items in the check box group remain unchanged and the menu remains open. Open a menu that has focus. select or clear the check box that has focus. Close a menu. icons. Navigate to the previous tab. Select a radio button within a group of radio buttons aligned vertically. Navigate the menu items. Select the menu item that has focus and close the menu. 316 Appendix A: Data Analyzer Accessibility . button. Select or clear a check box that has focus. field. Table A-2 lists the keyboard shortcuts for Data Analyzer menus: Table A-2..General Navigation Use the Tab key to navigate through tabs. Tab Shift+Tab Enter Alt+1 Alt+2 Up and down arrows Right and left arrows Space Menus Use the Tab key to navigate to and give focus to the arrow icon for a menu. Select a radio button within a group of radio buttons aligned horizontally. Go to the start of the Data Analyzer tabs (left of the Alerts tab). field. icon.. up arrow. Navigate to the next tab. If the menu item is a check box.. General Navigation To complete the following task.. or icon that has focus. Enter. and check boxes in the Data Analyzer interface. buttons.

. Close a folder. Combo Box and List Box Navigation To complete the following task. Navigate the list box items on the Internet Explorer browser. Open a combo box that has focus. Navigate from the Results task area to the Folders task area.... Select the combo box item that has focus and close the combo box. use the Tab key to navigate to and give focus to the Folders task area. Ctrl+up arrow and Ctrl+down arrow Space Navigate the list box items on the Mozilla Firefox browser. Up and down arrows Right arrow Left arrow Tab Up and down arrows Shift+Tab Find Tab 317 . Navigate to the Results task area to select an item in an open folder. Alt+down arrow Up and down arrows Enter Shift+F8 to enter multiple selection mode. or public dashboard in the Results task area. Select a report. shared document.The following figure displays a combo box: Combo box The following figure displays a list box: List box Table A-3 lists the keyboard shortcuts for combo boxes and list boxes: Table A-3. Navigate the folders in the Folders task area. Up and down arrows to navigate.. Find Tab To navigate the content folders on the Find tab. Select the list box item that has focus or clear the currently selected list box item... Navigation of the Content Folders To complete the following task. Open a folder. Use this shortcut.. Use this shortcut. Table A-4 lists the keyboard shortcuts for the Find tab: Table A-4. Navigate the combo box items.

Clear the selection of a column header. you can complete data level tasks to customize report data. After you make a selection in the report table. For example.. Arrow keys Ctrl+Shift+up arrow Ctrl+Shift+down arrow Ctrl+Shift+left arrow Ctrl+Shift+right arrow Shift+arrow keys Ctrl+arrow keys to give focus to other cells without changing the current selection Alt+arrow keys to select other cells 318 Appendix A: Data Analyzer Accessibility .. Use the Tab key to navigate to and give focus to the Table Layout tab. tab to the up arrow button for the Group Desc attribute and press Enter: Up arrow button Row Attribute area Column Attribute area Data Analyzer moves the Group Desc attribute from the Row Attribute area to the Column Attribute area. Select the column header for the current selected cell. to create a cross tabular report table in the following figure. Report Table on the Analyze Tab On the Analyze tab.. Select the row header for the current selected cell. Tab to the appropriate button for the metric or attribute you want to move. row headers. use the Tab key to navigate to and give focus to the report table. Select a block of metric cells. Report Table Navigation To complete the following task. or column headers in the report table. Select a metric cell. and press Enter. Clear the selection of a row header.Table Layout Tab in the Create Report Wizard You can modify the layout of a report in the Table Layout tab in the Create Report Wizard by using the arrow buttons in the metric or attribute labels to move the metric or attribute.. Select a non-contiguous group of metric cells. Use this shortcut. You can select only a single row or column header using the keyboard. You can then use the keyboard to select metric cells. Table A-5 lists the keyboard shortcuts for the report table on the Analyze tab: Table A-5.

or down arrow Arrow keys Enter Shift+Tab Tab Enter on the previous or next year buttons Enter on the save and close button or Esc Common Calendar Use the Tab key to navigate to and give focus to the arrow icon for a common calendar. Select the current cell in the day selection area and close the calendar. Open a calendar that has focus. Navigate the cells in the day selection area. Select the current cell or clear the currently selected cell in the quarter and month selection area.. The following figure displays a common calendar: Year and month selection area Day selection area Table A-7 lists the keyboard shortcuts for the common calendar: Table A-7. Navigate to the year selection area.. Common Calendar Navigation To complete the following task. up arrow. Open a fiscal calendar that has focus. Decrease or increase the year in the year selection area. up arrow. Use this shortcut. Fiscal Calendar Navigation To complete the following task. Navigate the cells in the quarter and month selection area.... Navigate to the year and month selection area. Use this shortcut... Save and close the calendar. The following figure displays a fiscal calendar: Year selection area Quarter and month selection area Table A-6 lists the keyboard shortcuts for the fiscal calendar: Table A-6. or down arrow Arrow keys Enter Shift+Tab Fiscal Calendar 319 . Navigate the buttons in the year selection area.Fiscal Calendar Use the Tab key to navigate to and give focus to the arrow icon for a fiscal calendar.. Enter. Enter.

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

APPENDIX B Expression Syntax This appendix includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. Expression Syntax Syntax Rule Enclose metric or attribute names in curly brackets as follows: {metric_name} When a metric or attribute name occurs more than once in the repository. 323 Operators. 326 Overview When you write an expression. 322 Constants. 324 Dates. Use parentheses to define the order of execution. clarify which to use with the folder name and a pipe. as follows: {folder_name|metric_name} Note: Unnecessary use of the pipe may produce unexpected results. Data Analyzer evaluates the innermost set of parentheses before proceeding to the next. 321 Function Syntax. you must enter valid values in the expression. Surround arguments in parentheses as follows: function(argument) When using a metric or attribute. General Rules of Syntax Table B-1 lists the general rules of syntax that apply to expressions: Table B-1. then the product: (6*(4+8)) ABS({Profit}) 321 . use the correct syntax and write a valid mathematical expression. Although Data Analyzer provides syntax validation. also use curly brackets: function({metric_name}) Syntax Rule {Sales} {Sales|Sales} To find the sum.

For most functions.) You can also pass optional arguments to many functions.. the function returns NULL. Expression Syntax Syntax Rule When you pass an optional argument to a function.Table B-1.2)) Functions not supported: SUM(ABS({Sales Qty})) MEDIAN(ROUND({Profit})) Do not nest functions within aggregate functions. If a value of the Context argument evaluates to NULL. Data Analyzer ignores that value when calculating the average sale price. which return zero. Data Analyzer does not support nested statistical functions. null handling depends on the function being used. The values you pass to a function are known as arguments.. if you pass the CurrencyDecimals argument. If any metric used in the expression has a null value. by default. the value of the custom metric is NULL. if you pass a null value. For aggregate functions. Data Analyzer uses the following syntax for a function in an expression: function name(argument1. the expression returns NULL. the function returns a NULL. the function does not select the row or column. Syntax Rule For the AmorDegrC function.25)) . The following functions are not supported: STDEV(ABS({Sales Qty})) VAR(ROUND({Sales Qty}. argument2 . Null Values in the Context Argument You can pass the Context argument to certain functions to set a scope for the function. If you pass an entire row or column of null values. NULL is not equivalent to a blank or empty string (for character columns) or zero (for numerical columns). in the following custom metric expression: Avg(Sale Price) if any of the sale price values is NULL. The exceptions to this rule are the CountAll and CountUnique functions.. you must also pass the DayCountBasis argument. If the Context evaluates to NULL for all rows or columns for a metric or attribute..{Product Price} and the value of Product Price is NULL. argument y .]) When you enter the function in the expression text box. Function Syntax A function manipulates values that you pass to it and returns a result. Depending on the function. do not enter the square brackets. For example. you must also pass any other optional arguments that occur ahead of it in the function syntax. argument2 .[.({Sale Price} * .. the function returns NULL. an argument takes any of the following values: 322 Appendix B: Expression Syntax . For example if a custom metric has the expression: ({Sale Price} . argument x. Optional arguments display within square brackets ([ ]) in the syntax: function name(argument1. Data Analyzer ignores null values. Nulls NULL indicates that a value is either unknown or undefined.. Null Handling in Functions If you use a function in the expression.

the function returns the cumulative binomial distribution. For example. PI is a real number that is used in many mathematical calculations.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument. For example. E is a mathematical constant that is the base of the natural logarithm. For example. Use the following expression where the cost of the asset is $1.718281828459. Note: Constants are not case sensitive. the following expression returns 0.000. You want to calculate the natural logarithm of the depreciation of the asset in each year. The value of E is equal to 2. The value of PI is equal to 3. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. Constants Use the following constants anywhere in an expression: ♦ E. Otherwise. Data Analyzer displays the names of the required arguments in the expression. You can also enter values for any optional argument you want to pass to the function. salvage value is $175. and the life of the asset is 8 years: SLn(1000. Constants 323 . To minimize syntax errors. in the BinomDist function. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions.707 radians as the cosine of 45 degrees: Cos(45*PI/180) Use the following constants as the arguments for certain functions: ♦ ♦ FALSE TRUE TRUE and FALSE are logical values that determine the form of the function in which they are being used. When you use the point-and-click method to add a function to the expression. You can replace the argument names with the values you want to pass to the function. it does not return the cumulative binomial distribution. 175.14159265359. If Cumulative is TRUE. Data Analyzer supplies any necessary additional characters. Use the E constant to calculate the natural logarithm of a numeric value. use the point-and-click method to enter expressions. The Context argument is a special type of argument that sets the scope for a function. you can use TRUE or FALSE as the value of the Cumulative argument. such as brackets and pipes. When you point and click instead of manually entering the expression. 8)*E ♦ PI. you have an expression that returns the straight-line depreciation of an asset for one year.

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

Operators 325 . Addition. The expression 1. Comparison Operators in Expressions Operator = > < >= <= <> Meaning Equal to Greater than Less than Greater than or equal to Less than or equal to Not equal to When you use comparison operators in an expression. and return a TRUE (1) or FALSE (0) value. To concatenate strings. the function returns NULL. For example. Note: Data Analyzer provides Date and Time functions that let you perform arithmetic on date/time values. all of the operands in the expression must be numeric. % +. For example. manipulate data. Comparison Operators Use comparison operators to compare character or numeric strings. the operands must be the same datatype. Table B-5 lists the logical operators you can use in expressions: Table B-5. the ! operator returns TRUE. if an expression evaluates to TRUE. The expressions 123. the expression 1 + “1” is not valid because it adds an integer to a string. Logical Operators Use logical operators to manipulate numeric data.23 + 4 / 2 is valid because all of the operands are numeric. use the date functions. The addition operator (+) does not concatenate strings. For example. Logical Operators in Expressions Operator ! Equivalent SQL Operator NOT Meaning Negates result of an expression. A modulus is the remainder after dividing two integers. use the Concat function. Expressions that return a numeric value evaluate to TRUE for non-zero values. If an expression evaluates to FALSE. the expression 123. If you perform arithmetic on a null value. To perform arithmetic on date values. modulus. When you use arithmetic operators in an expression. subtraction. FALSE for zero. *. /.4 > “123” is not valid because the expression compares a numeric value with a string. the result is NULL. If you compare a value to a null value. division. the ! operator returns FALSE. 13 % 2 = 1 because 13 divided by 2 equals 6 with a remainder of 1.4 > 123 and “a” <> “b” are valid because the operands are the same datatype. Arithmetic Operators in Expressions Operator ^. For example. multiplication.Table B-3. Meaning Power. Table B-4 lists the comparison operators you can use in expressions: Table B-4. and NULL for NULL.

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

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

328 Appendix B: Expression Syntax .

142 setting for dashboards 126 setting for reports 126 using wildcards 126 viewing and setting for Personal Folder 34 viewing for reports 14 write permission 126 accessibility keyboard navigation 315 accessing data lineage for reports 38 Active X controls enabling for the browser 311 adding attribute filters to a report 88 attributes to a report 195 basic calculations 199 chart indicators to personal dashboard 282 gauge indicators to personal dashboard 287 metric filters to a report 89 metrics to a report 194 related reports or documents to a report 187 report charts 225 report charts on Analyze tab 236 report charts on Create Report Wizard 232 report links to analytic reports 120 shared document links in folders 41 table indicators to personal dashboard 282 Administration tab See also Data Analyzer Administrator Guide described 15 Adobe SVG Viewer installation 310 advanced grouping mode for creating filters 74 aggregation suppressing in SQL query for a report 158 aggregation methods See Data Analyzer Schema Designer Guide alert delivery devices email 293 pager 294 alert delivery options modifying 293 suspending alert delivery 293 viewing 293 alert rules modifying 292 viewing 292 alert schedules description 299 for real-time reports 299 alert summary viewing 291 alerts See also data alerts See also report alerts See also personal alerts See also public alerts modifying From email address 294 reading 290 Alerts tab accessing alerts 290 described 10 viewing alerts 290 analysis filters CLOB values 184 description 184 analysis paths See analytic workflows analytic workflows adding report links 118 analysis filter 184 containing CLOB values 184 creating 113 detail view 185 example 114 filters in workflow reports 114 global view 185 nodes 114 primary reports 113 ranking filters 117 329 .INDEX A absolute ranking description 94 nested 95 setting 96 absolute time periods description 65 access permissions See also Data Analyzer Administrator Guide change permission 126 creating 127 Delete permission 126 exclusive 126 inclusive 126 read permission 126 security profile 124.

142 broadcasting 133 defined 5 displaying 152 running 152 subscribing users 128 calculated metrics See Data Analyzer Schema Designer Guide calculations adding basic calculations 199 displaying in report charts 230 layout-dependent 197 performing on undefined values 201 predefined 197 report tables 197 sectional report tables 198 sum calculation for custom metrics 209 B base attributes for custom attributes 219 basic aggregates cross tabular report tables 198 deleting 203 description 199 330 Index .using 184 using existing reports 117 workflow reports 113 Analyze tab data lineage for a metric or attribute 191 described 13 displaying sectional report tables 101 hiding report metadata and data actions 107 Revert link 167 tasks 167 using report links 118 animation configuring polling intervals 275 for indicators 275 archiving dashboards 138 formats 138 reports 138 schedules 138 area report chart description 226 arithmetic operators description 324 using strings in expressions 325 attribute filters adding to a report 88 creating 74 creating a prompt 75 deleting from reports 90 description 73 editing 79 editing the SQL query 78 progressive filtering 75 using global variables 91 using system variables 75 viewing the SQL query 78 attributes See also Data Analyzer Schema Designer Guide accessing data lineage on Analyze tab 191 adding to a report 195 custom 219 description 59 hiding in report tables 107 in reports 2 modifying in reports 193 removing from a report 196 reports with attributes only 59 selecting for reports 59 terms in Data Analyzer 2 using filter identifiers 86 viewing descriptions 187 automatic subscription description 128 subtotals 198 summary 203 using in reports 201 basic metrics all reports 199 deleting 203 description 199 reports with time settings 200 summary 203 basic mode for creating filters 73 Between Dates time setting in reports 67 broadcasting cached reports 133 composite reports 145 dashboards 130 email 131 formats 130 on-demand reports 133 reports 130 saving to a network drive 132 schedules 133 state 131 summary of options for reports 133 broadcasting rules creating for dashboards 136 creating for reports 133 deleting for dashboards 137 deleting for reports 135 described 131 editing for dashboards 137 editing for reports 135 searching for recipients 137 bubble report chart description 226 sectional report tables 227 using 227 bursting See broadcasting C cached reports See also Data Analyzer Administrator Guide applying security 124.

categories in composite report properties 143 in report properties 125 change permission See access permissions chart indicators See also indicators adding to personal dashboard 282 adjusting size 279 creating 277 deleting 282 description 275 interactive 19 modifying 282 viewing on dashboards 19 charts See report charts circular gauge indicators description 283 CLOB data drilling 181 in analytic workflows 184 report links 119 suppressing GROUP BY clause 159 clock settings for your user account 310 colors modifying chart colors 246 column attributes description 100 columns drawing data series along table columns 229 combo report chart description 226 using 227 comments adding for dashboards 256 adding for reports 256 in composite report properties 143 in dashboard properties 125 in report properties 124 common calendar time settings in reports 64 comparison operators description 325 using strings in expressions 325 comparisons report time settings 66 composite reports adding comments 143 adding description 143 adding keywords 143 adding subreports 142 associating with categories 143 associating with departments 143 broadcasting 145 Create Composite Report Wizard 16 creating 6 defining report properties 143 description 5. 6 formatting 144 permissions 142 printing 148 setting as default 12 subscribing users 145 configuring default layout for dashboards 47 report links 120 rows per page 108 constants E 323 expressions 323 FALSE 323 PI 323 TRUE 323 containers described 17 on dashboards 46 content folders See also folders description 34 Context argument attributes 213 equal to operator 212 functions of Running category 215 keywords 214 null values 322 separators 212 syntax 212 Continuous Time time settings in reports 66 copying folders 36 reports 36 shared document links 36 Create Composite Report Wizard overview 6 Create Report Wizard overview 5 Create tab described 16 creating analytic workflows 113 broadcasting rules for dashboards 136 broadcasting rules for reports 133 chart indicators 277 composite reports 6 custom layouts for dashboards 46 custom metrics in advanced mode 207 custom metrics in simple mode 204 dashboard filters 51 dashboards 45 folders 39 gauge indicators 284 highlighting rules 176 indicators for multi-page reports 281 queries for search 28 report update alerts 298 reports 5 table indicators 277 cross tabular report tables attribute only 159 description 5 displaying charts 239 reports with time settings 101 Index 331 .

222 creating in basic mode 219 description 219 editing in report 223 expressions 221 groups 219 layout-dependent 222 layout-dependent restrictions 212 ranking 93 removing from a report 196 saving to Schema Directory 224 using date or timestamp attributes 222 custom calendar time settings in reports 64 custom colors for row banding 108 custom layout for dashboards 46 custom metrics creating in advanced mode 207 creating in simple mode 204 deleting 209 description 203 expression 204 layout-dependent restrictions 212 non-numeric values 206 promoting 210 sum calculation in report table 209 summary 205.properties file configuring to subscribe users 129 editing for maps directory 246 modifying From email address for alerts 294 Date time setting in reports 67 date attributes filters 75 using in global variables 92 date format changing for reports with time settings 312 date format strings format letters 327 using in expressions 326 using in functions 327 date pattern entering 311 D dashboards See also personal dashboard See also public dashboards adding comments 125 adding description 126 adding discussion 256 adding feedback 256 adding keywords 126 applying dashboard filters 22 archiving 138 broadcasting 130 changing indicator names 52 changing report names 52 changing shared document names 52 comments for 256 containers 46 creating 45 332 Index . 252 filters 21 formatting 250 previewing 52 printing 251 searching content 47 searching for 28 selecting layout 46 setting as default 18 setting the default layout 47 subscribing users 128 types of 45 viewing 18 viewing indicator summary 19 viewing indicators 19 data row banding in reports 108 data actions hiding 107 data alerts deleting 307 description 299 modifying 307 user access 304 viewing alert summary 291 Data Analyzer interface 9 log in 7 log out 8 tasks for system roles 2 terms used 2 timeout 3 data lineage accessing for attributes on Create tab 60 accessing for metrics on Create tab 57 accessing for reports 38 accessing on Analyze tab 191 data restrictions See also Data Analyzer Administrator Guide in the SQL query for a report 156 security profile 124. 217 customizing personal dashboard 24 report charts 225 custom layouts 46 editing 24 emailing 254 exporting data 148.custom aggregates creating 211 cross tabular report tables 198 deleting 218 editing 218 layout 216 subtotals 198 using variables 216 custom attributes base attributes 219 creating in advanced mode 221. 208. 142 data restrictions icon described 14 DataAnalyzer.

267 with Japanese fonts 253 expression syntax constants 323 date format strings 326 dates 326 functions 322 general rules 321 null values 322 operators 324 Index 333 . 252 refreshing data 269 retaining Data Analyzer formatting 263 to Excel PivotTable 263.date/time formats report tables 106 dates using in expressions 326 Day of Week Number time attribute 60 Day(s) of Week time setting in reports 67 decimal precision chart indicators 276 table indicators 276 default report view changing 312 default SQL description 154 delete permission See access permissions deleting attributes from a report 196 chart indicators 282 custom aggregates 218 custom metrics 209 data alerts 307 filters from reports 90 gauge indicators 287 highlighting rules 178 metrics from a report 194 public dashboards 37 report charts on Analyze tab 238 report charts on Create Report Wizard 236 report links 121 table indicators 282 departments in composite report properties 143 in report properties 125 description in composite report properties 143 in dashboard properties 126 in report properties 125 detail view analytic workflows 185 digital gauge indicators description 284 discussion on a dashboard 256 on a report 256 display options HTML and PDF documents 250 display settings report charts 234 report tables 107 displaying PivotTable 270 reports 152 sectional report tables 101 division by zero displaying in report table 107 drill filters description 178 drill paths primary 179 secondary 179 drilling anywhere in a report 182 changing granularity 182 drill filters 178 drill paths 179 example 179 into a report 178 into a report chart 183 results 180 with CLOB values 181 E E constant description 323 editing attribute filters 79 dashboards 24 metric filters 83 report links 121 report preferences 311 SQL query for a metric filter 82 SQL query for a report 155 SQL query for an attribute filter 78 email alert delivery device 293 dashboards 254 modifying From alert address 294 reports 254 shared documents 42 Excel See Microsoft Excel Excel templates See Microsoft Excel templates exception highlighting See highlighting exclusions report time settings 66 exclusive permissions See access permissions exporting dashboard data overview 148. 252 with Japanese fonts 253 exporting report data Excel functions 271 Excel template areas 267 overview 148. 265 to Microsoft Excel 263 using Excel template 263.

F FALSE constant description 323 feedback on a dashboard 256 on a report 256 filter identifiers description 86 hiding attributes 88 using in reports 86 filters See also attribute filters See also filtersets See also metric filters advanced grouping mode 74 advanced mode 73 applying dashboard filters 22 basic mode 73 creating dashboard filters 51 creating filtersets 83 dashboards 21 date attributes 75 deleting from reports 90 description 73 grouping 74 restricting removal from a report 73 simple grouping mode 74 summary 79 using filter identifiers 86 viewing the SQL query 73 workflow reports 114 filtersets creating in Create Report Wizard 84 creating on Analyze tab 84 description 83 using in reports 85 Find tab components 28 description 12 overview 27 subscribing to items 130 fiscal calendar time settings in reports 64 flagging reports 35 shared documents 35 flat gauge indicators description 283 folders adding shared document links 41 changing description 40 changing name 40 copying 36 creating 39 modifying information 40 moving 35. 36 moving items in folders 36 navigating 33 removing items from 37 renaming 40 shortcuts 40 viewing folder properties 39 334 Index viewing information 40 viewing properties 37 viewing report properties 37 viewing shared document properties 41 fonts autosized for charts 232 changing size for your user account 310 settings for report tables 108 formats displaying in charts 231 highlighting rules 173 setting for report tables 106 formatting composite reports 144 dashboards 250 From email address for alerts modifying in DataAnalyzer.properties file 294 functions null handling 322 syntax 322 using date format strings 327 G gauge indicators See also indicators adding to personal dashboard 287 circular 283 creating 284 deleting 287 description 275 digital 284 flat 283 interactive 19 modifying 286 trend 284 value ranges 283 viewing on dashboards 19 general preferences editing 309 geographic charts displaying 243 global variables See also Data Analyzer Schema Designer Guide date attribute values 92 using in attribute filters 91 global view analytic workflows 185 grand totals sectional report tables 102 granularity changing in reports with time settings 182 description 65 graphs See report charts greeting changing 310 grid lines configuring 241 GROUP BY clause suppressing in SQL query for a report 158 .

238 Hide Metadata button for charts 233.GroupOnAttributePair property configuring 160 grouping filters 74 groups report charts 228 growth time settings in reports 200 H help glossary See also Data Analyzer Schema Designer Guide viewing 187 hiding attributes in report tables 107 colored dots 233. 238 metrics in report tables 107 report metadata and data actions 107 report tables 191 highlighting description 171 highlighting rules creating 176 deleting 178 formats 173 modifying 177 ranges 172 state 175 user access 175 Holiday Flag time attribute 60 horizontal bar report chart description 226 horizontal stacked bar report chart description 226 HTML document exporting dashboards 252 exporting reports 252 setting display options 250 viewing on dashboards 19 viewing summary on dashboards 19 interactive charts drilling 183 setting in the Manage Accounts tab 310 interactive graphs See interactive charts interactive indicators setting in the Manage Accounts tab 310 viewing on a dashboard 19 interface Data Analyzer 9 invalid characters Report Name field 164.GroupBySuppression. 169 K keyboard navigation accessibility 315 keywords in composite report properties 143 in dashboard properties 126 in report properties 125 L labels overlapping in report charts 239 language See also Data Analyzer Administrator Guide displaying report charts 242 setting language display 310 user account 3 layout creating custom for dashboards 46 selecting for dashboards 46 setting a default for dashboards 47 setting for report table 100 layout context using 212 layout keywords using in expressions 214 layout-dependent custom attribute restrictions 212 custom metric restrictions 212 layout-dependent custom attributes description 222 layout-dependent metric calculations description 197 legends report charts 234 line bar combo report chart description 226 line report charts displaying statistics 231 log in changing password 309 Data Analyzer 7 log out Data Analyzer 8 logical operators description 325 Index 335 I inclusive permissions See access permissions indicators animation 275 changing name on dashboards 52 charts 275 creating 273 description 273 gauges 275 position-based 274 refreshing 20 tables 275 trend 284 troubleshooting 287 user access 275 value-based 274 value-based indicators with time settings 274 viewing interactive indicators 310 .

M Manage Account tab described 16 managing subscriptions 130 manual subscription description 128 message for empty reports 108 metadata for reports 14 hiding in a report 107 metric filters adding to a report 89 aggregation method 80 creating 80 creating a prompt 81 deleting from reports 90 description 73 editing 83 editing the SQL query 82 viewing the SQL query 82 metrics See also Data Analyzer Schema Designer Guide accessing data lineage on Analyze tab 191 adding to a report 194 custom 203 description 55 display formats 106 displaying as rows 104 displaying totals 190 hiding in report tables 107 in reports 2 modifying in reports 193 promoting custom metrics to schema 210 removing from a report 194 reports with metrics only 55 selecting for reports 55 suppressing aggregation in SQL query 158 terms in Data Analyzer 2 viewing descriptions 187 Microsoft Excel displaying reports as PivotTables 270 exporting report data 263 exporting to PivotTable 265 exporting using a template file 267 setting security level 260. 267 exporting using Excel template 267 managing 262 refreshing data 270 uploading to Data Analyzer repository 262 working with 259 worksheets 260 Microsoft Office Web Component displaying reports as PivotTables 270 336 Index Microsoft SOAP Toolkit installation 272 modifying alert delivery options 293 alert From address 294 alert rules 292 chart indicators 282 data alerts 307 gauge indicators 286 highlighting rules 177 profiles 312 report chart colors 246 report charts on Analyze tab 238 report charts on Create Report Wizard 235 shared documents 41 table indicators 282 moving items on Find tab 36 moving average time settings in reports 200 moving total time settings in reports 200 multi-pie report chart description 226 N navigating folders 33 report links 119 navigation keyboard 315 non-numeric values custom metrics 206 null values Context argument 322 displaying in report charts 235 displaying in report tables 110 expressions 322 number of rows per page configuring 108 numbering data in report tables 110 rows in report tables 107 numeric precision See decimal precision O on-demand reports broadcasting 133 description 5 running 152 using stored procedures in the SQL query 162 operators arithmetic 324 comparison operators 325 expression syntax 324 logical operators 325 using strings in arithmetic 325 using strings in comparison 325 . 269 template worksheets 260 working with templates 259 Microsoft Excel templates creating 260 deleting 262 editing 262 example usage 259.

142 public alerts description 304 public dashboards defining properties 125 deleting 37 description 45 publishing 53 Public Folders See also folders description 34 public user access data alerts 304 indicators 275 publishing public dashboards 53 Q queries See also searching to search for content 28 query governing setting for reports 125 Index 337 .ordering report links 121 P pager alert delivery device 294 pagination rows per page 108 pareto report chart description 226 passwords changing 309 patterns entering for date or timestamp attributes 311 PDF document exporting dashboards 252 exporting reports 252 exporting reports with Japanese fonts 253 setting display options 250 percent change in growth time settings in reports 200 percent growth time settings in reports 200 percent ranking description 96 setting 97 percentage basic metric calculation 199 permissions See access permissions personal alerts description 304 personal dashboard adding chart indicators 282 adding gauge indicators 284 adding reports 43 adding shared document links 43 adding table indicators 282 overview 17 Personal Folder See also folders access permissions 34 description 34 sharing items 34 personal profile editing 312 personal user access data alerts 304 indicators 275 PI constant description 323 pie report chart description 226 pivoting reports tables 189 PivotTable displaying a report 270 dynamic charts 270 exporting to Excel 265 report size limitation 270 polling intervals configuring for indicators with animation 275 description 275 predefined system variables using in the SQL query for a report 157 previewing dashboards 52 primary reports analytic workflows 113 printing composite reports 148 dashboards 251 reports 251 profile modifying 312 progressive filtering description 75 promoting custom metrics 210 prompts creating for attribute filters 78 creating for filtersets 86 creating for metric filters 81 creating for metrics 58. 62 creating for time settings 70 description 7 viewing reports 152 properties defining for composite reports 143 defining for public dashboards 125 defining for reports 123 provider-based security applying to a report 124 broadcasting rules 133 description 124.

233 using interactive charts option 310 viewing interactive charts 310 report data actions icon described 14 in report 108 report icons data restrictions 14 ownership 14 permissions 14 report data actions 14 report metadata 14 report links adding 120 CLOB data 119 overview 118 report metadata icon described 14 .R ranges gauge indicators 283 highlighting rules 172 ranking See also absolute ranking See also percent ranking custom attributes 93 in workflow reports 117 reports with time settings 93 setting criteria 93 summary 96 ranking SQL statement described 94 read permissions See access permissions reading alerts 290 real-time reports data alerts 297 description 5 indicators 275 trend gauge indicators 284 recipients broadcasting 137 refinements comparisons 66 description 66 exclusions 66 refreshing data Excel function 271 in an Excel file 269 in Excel templates 270 indicators 20 installing Microsoft SOAP Toolkit 272 setting browser to check for new pages 20 viewing new rows and columns 270 registering alert devices 289 related reports adding to a report 187 relative time periods description 65 removing See deleting renaming folders 40 report alerts See also data alerts See also report update alerts description 297 report charts See also geographic charts 2Y bar 225 2Y line 226 3Y bar 225 4Y bar 226 5Y bar 226 adding 225 adding on Analyze tab 236 adding on Create Report Wizard 232 area 226 338 Index autosized fonts 232 bubble 226 combo 226 customizing 225 deleting on Analyze tab 238 deleting on Create Report Wizard 236 display settings 234 displaying a section of a table 239 displaying calculations 230 displaying data 228 displaying for cross tabular report tables 239 displaying for sectional report tables 239 displaying in another language 242 displaying metric formats 231 displaying null values 235 displaying on Analyze tab 239 draw series along table columns 229 draw series along table rows 229 drilling into 183 geographic charts 243 grid lines 241 groups 228 horizontal bar 226 horizontal stacked bar 226 horizontal waterfall 226 legends 234 line bar combo 226 modifying chart colors 246 modifying on Analyze tab 238 modifying on Create Report Wizard 235 multi-pie 226 overlapping labels 239 overview 225 pareto 226 pie 226 scatter 226 series 228 stacked area 226 stacked bar 226 stacked bar combo 226 stacked line 226 standard bar 226 standard line 226 standard waterfall 226 summary 235 types 225.

73 setting format and style 99 setting report table formats 106 setting report table layout 100 setting the time 63 subscribing users 128 time keys 56 undoing changes on the Analyze tab 167 unsubscribing users 129 update setting 124 viewing information 38 Revert link on Analyze tab 167 row attributes description 100 row banding in reports 108 row numbers in report tables 107. 110 copying on Find tab 36 creating 5 creating analytic workflows 113 creating filtersets 83 creating sort orders 111 custom attributes 219 customizing report charts 225 data lineage 38 defining report properties 123 description 5 displaying 152 drilling 178 drilling anywhere 182 emailing 254 exporting data 148. 259 pivoting report tables 189 printing 251 prompts 7 ranking data 93 real-time 5 removing from folders 37 report links in analytic workflows 118 row banding 108 running 152 saving 164 saving as new report 168 searching for 28 selecting attributes 59 selecting calendar 64 selecting granularity 65 selecting metrics 55 selecting refinements 66 selecting time periods 65 setting as default 11 setting filters and rankings 63.in report 108 report owner name 14 report preferences editing 311 report properties composite reports 143 defining 123 report tables calculations 197 changing display 188 cross tabular 5 date/time formats 106 display settings 107 displaying metrics as rows 104 formats for metrics 106 hiding 191 hiding attributes 107 hiding metrics 107 pivoting 189 sectional 5 setting fonts 108 setting formats 106 setting layout 100 setting sort orders 111 sorting 188 tabular 5 report update alerts creating 298 description 297 report view changing the default 312 reports See also cached reports See also on-demand reports See also real-time reports accessing in folders 33 adding a chart 225 adding comments 124 adding custom attributes 219 adding custom metrics 203 adding description 125 adding discussion 256 adding feedback 256 adding keywords 125 adding related documents 187 adding related reports 187 adding to personal dashboard 43 archiving 138 associating with categories 125 associating with departments 125 attributes only 59 broadcasting 130 changing name on dashboards 52 comments for 256 configuring row numbers 107. 36 overview of report-level tasks 167. 252 flagging 35 hiding metadata and data actions 107 indicators for multi-page report 281 invalid characters for Report Name field 164. 169 message for empty reports 108 metadata 14 metrics only 55 modifying attributes 193 modifying metrics 193 moving within folders 35. 110 rows configuring for each page 108 draw data series along table rows 229 running reports 152 Index 339 . 249.

142 security profiles description 124.running average basic metric calculations 200 running category functions using Context argument 215 running total basic metric calculations 200 S saving as new report 168 reports 164 scatter report chart description 226 scheduled reports See cached reports searching content for dashboards 47 created by 32 dashboards 28 number of items returned 29 reports 28 shared documents 28 using wildcards 4 valid values 29 with keyword 32 section attributes description 101 sectional report tables calculations 198 creating 101 description 5 displaying 101 displaying charts 239 grand totals 102 subtotals 102 security provider-based 124. 36 removing links in folders 37 searching for 28 URL address syntax 41 viewing properties 37 shortcuts folders 40 show statement components 29 results 30 simple grouping mode for creating filters 74 size adjusting for chart indicators 279 smart averaging See true averages SOAP Toolkit See Microsoft SOAP Toolkit sort orders setting for report tables 111 sort sequences See also Data Analyzer Schema Designer Guide report tables 112 sorting report tables 188 SQL hints using 163 SQL query for a filter editing for attribute filters 78 editing for metric filters 82 viewing 73 SQL query for a report data restrictions 156 editing 155 ranking SQL statement 94 SQL hints 163 suppressing GROUP BY clause 158 using stored procedures 162 using system variables 157 viewing 154 SQL_SYSDATE system variable using 157 stacked area report chart description 226 stacked bar combo report chart description 226 stacked bar report chart description 226 stacked line report chart description 226 standard bar report chart description 226 standard line report chart description 226 statistics displaying in line charts 231 stored procedures using in the SQL query for a report 162 subreports adding to composite reports 142 subscribing expiration 129 from Find tab 130 from View tab 129 managing subscriptions 130 340 Index . 142 provider-based security 124 user-based security 124 series report charts 228 setting report table formats 106 report table layout 100 report table sort orders 111 shared documents accessing in folders 33 adding links to personal dashboard 43 changing description 41 changing link name 41 changing name on dashboards 52 changing URL address 41 description 41 emailing 42 flagging 35 links in folders 41 moving links in folders 35. 142 user-based 124.

217 filters 79 rankings 96 report charts 235 sectional report tables 102 time settings 71 suspending alert delivery 293 syntax expressions 321 system variables SQL_SYSDATE 157 SYSTEM_TIME_ISOSTR 157 USER_FIRST_NAME 157 USER_GROUP_NAMES 157 USER_GROUP_NAMES_STR 157 USER_LAST_NAME 157 USER_LOGIN 157 using in attribute filters 75 using in the SQL query for a report 157 SYSTEM_TIME_ISOSTR system variable using 157 using in reports 60 time formats setting for your user account 310 Time from Most Recent to Least Recent time settings in reports 66 time keys selecting for a report 56 time periods absolute 65 list of 68 relative 65 time settings creating prompts 70 reports 63 selecting calendar 64 selecting granularity 65 selecting refinements 66 selecting time periods 65 summary 71 time zone setting 310 timeout Data Analyzer 3 timestamp attributes setting date/time formats for a report 106 timestamp format changing for reports with time settings 312 timestamp pattern entering 311 totals displaying metric totals 190 traffic lighting See highlighting trend gauge indicators description 284 TRUE constant description 323 T table indicators See also indicators adding to personal dashboard 282 creating 277 deleting 282 description 275 modifying 282 viewing on dashboards 19 tables See report tables tabular report tables description 5 tasks Data Analyzer 2 templates See Microsoft Excel templates terms Data Analyzer 2 time attributes Day of Week Number 60 Holiday Flag 60 using in Context argument 213 U undefined values displaying in report table 107 performing calculations 201 unsubscribing users from a report 129 updating reports 124 uploading Microsoft Excel template 262 URL address shared documents 41 user account language 3 modifying greetings 309 modifying personal profiles 312 USER_FIRST_NAME system variable using 157 USER_GROUP_NAMES system variable using 157 USER_GROUP_NAMES_STR system variable using 157 Index 341 . 208.manually 129 users to a composite report 145 users to a dashboard 128 users to a report 128 subscription list adding items 130 description 10 subtotals aggregate calculations 198 sectional report tables 102 sum calculation for custom metrics 209 summary basic aggregate calculations 203 basic metric calculations 203 custom metrics 205.

USER_LAST_NAME system variable using 157 USER_LOGIN system variable using 157 user-based security applying to a report 124 broadcasting rules 133 description 124. 142 using SQL hints 163 write permission See access permissions Y 2Y bar report chart description 225 2Y line report chart description 226 3Y bar report chart description 225 4Y bar report chart description 226 5Y bar report chart description 226 V value context using 212 value keywords using in expressions 214 View tab described 10 set composite report as default 12 set dashboard as default 18 set report as default 11 subscribing to items 129 viewing alert delivery options 293 alert rules 292 dashboards 18 descriptions of attributes and metrics 187 feedback on a dashboard 256 feedback on a report 256 folder properties 39 help glossary 187 reports 152 SQL query for a filter 73 SQL query for a report 154 triggered alerts 292 W waterfall report chart description 226 web settings changing passwords 309 modifying general preferences 309 modifying personal profiles 312 Week(s) Numbered time setting in reports 67 Weekends time setting in reports 67 wildcards in searches 29 searching user directory 126 searching with 4 workflow reports analytic workflows 113 creating 116 filters 114 using 185 using existing reports 117 viewing comments 186 workflows See analytic workflows 342 Index .

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