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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Table of Contents

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

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

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

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

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

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

xiv Table of Contents .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

For indicators based on cached reports. You can expand or collapse a table indicator. You can collapse the table indicator to reduce the size of the indicator on the dashboard. Data Analyzer displays colored dots next to each highlighted value in the indicator. A chart indicator lets you see report data in chart format. A circular gauge is a dial consisting of a range of values and a needle showing the current metric value. click the indicator name. Open a dashboard from the Find tab or from the Subscription menu of the View tab. indicators based on those metrics or attributes might get invalidated. Data Analyzer displays the current date and time. Data Analyzer displays the date and time the report was last updated. you can change the type of a gauge indicator. Flat. The summary information includes the attribute value and metric value for each item in the chart indicator. 2. Digital. Data Analyzer displays the report on the Analyze tab. click the report name or shared document name. You can open an underlying report from an indicator by clicking the indicator name on the dashboard. Interacting with Chart and Gauge Indicators Data Analyzer can display chart and gauge indicators as interactive so you can zoom into the indicator graphic. To display a report or shared document. table indicators display expanded. To view chart and gauge indicators as interactive. A needle shows the current metric value. You can also view details about each item of an interactive indicator. A trend indicator displays the last 10 values in a real-time message stream as data points. Trend. 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. ♦ Table indicators. Data Analyzer displays invalidated indicators with a warning icon next to the indicator name. For bar chart indicators. You can create trend indicators in real-time reports. On the Create Dashboard Wizard. For indicators based on on-demand and real-time reports. 3. There are four types of gauge indicators: − − − − Circular. By default. The dashboard appears on the View tab. if you created a highlighting rule for the report. The report appears on the Analyze tab. Viewing Indicators on a Dashboard 19 . To set the dashboard as the default dashboard. On the dashboard. If you delete or hide metrics or attributes in the underlying report. click Set as Default. Data Analyzer displays the section attribute name you used to create the indicator. For chart and table indicators based on reports with sectional report tables. You can view the following types of indicators on a dashboard: ♦ Gauge indicators. You can view indicator summary information for chart indicators on a dashboard.To view a dashboard: 1. To display an underlying report from an indicator. 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. ♦ Chart indicators. A flat gauge is a continuum of a range of values. You can also change the size of an indicator on a dashboard. A digital gauge displays the numeric value of the metric. A table indicator lets you see report data in table format.

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

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

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

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

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

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

26 Chapter 3: Using Dashboards .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

44 Chapter 4: Accessing Data Analyzer Content .

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

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

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

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

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

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

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

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

Dashboard filters

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

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

To preview a dashboard: 1.

On the Create Dashboard Wizard, click Preview.

Gauge type list Size list

2.

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

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Chapter 5: Creating a Dashboard

3. 4. 5.

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

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

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

Publishing a Public Dashboard

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Chapter 5: Creating a Dashboard

CHAPTER 6

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

Overview, 55 Adding a Metric to a Report, 55

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

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

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

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

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

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

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

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

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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

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

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

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

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

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

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

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

72 Chapter 8: Adding Time Settings to a Report .

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

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

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

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

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

Note: Oracle limits the SQL WHERE clause to 65. 9. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter. do not press the Enter key within the expression. 7. -orSelect Global Variable as Value. click Select Global Variable as Value. To use a global variable as a value. click Advanced. and click OK. Enter an attribute value for the filter. Depending on the filter condition you selected. 8. In advanced mode. click Show All Values. You can manually enter a value when you create an attribute filter based on the Show Only or Exclude filter conditions.535 characters limit. Data Analyzer displays the SQL query for the filter in advanced mode. Filtersets. select Prompt this Filter Before Running. To add another attribute filter to the report. Click within the SQL query. 78 Chapter 9: Working with Filters. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the attribute filter. repeat steps 3 to 9. and click buttons to add the numbers or arithmetic operators to the SQL query. -orManually Enter a Value. Note: If the SQL query for the filter contains a single quote (‘) within a string. To create a prompt for the attribute filter. In advanced mode. Or. When you create a prompt for the attribute filter. 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. Data Analyzer might display text boxes for the attribute values. The text for the prompt appears in italic to the left of the attribute values. Data Analyzer displays an error when you run the report. To restrict users from deleting a filter from the report. 10. Select the attribute values. and click OK. selecting attribute values for the filter is optional. Data Analyzer prompts you to select the attribute values you want to display in the report. you might reach the 65. To view the SQL query for the attribute filter. In advanced mode. To manually enter an attribute value. you can edit the SQL query for a filter.535 characters. 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. Do not use CLOB columns in the SQL query. When you display the report. you must change this single quote to two single quotes. Click Add to add the attribute filter to the report. If you edit the SQL query. and Filter Identifiers . click Manually Enter a Value. If you select a large number of attribute values for a filter. and enter the text for the prompt.To display all attribute values. Note: You cannot use {or} characters in the attribute value for a filter. enter a value or values in the text box. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. Select less than 100 attribute values for each attribute filter. An icon indicating that the filter removal is restricted if you restricted removal of the filter. If an attribute value for a filter contains {or} characters. select Restrict Removal of this Filter from Report. 6.

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

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

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

Data Analyzer displays the SQL query for the filter in advanced mode. Click to add operators. click Advanced. To add another metric filter to the report. The following icons might display next to the filter: ♦ ♦ ♦ An icon indicating that the filter is prompted if you created a prompt for the filter. To view the SQL query for the metric filter. repeat steps 3 to 10. If you edit the SQL query. 12. Filtersets. 11. and Filter Identifiers . you can edit the SQL query for a filter. and click the Move Up or Move Down button. 82 Chapter 9: Working with Filters. Click to add right parenthesis. In advanced mode. Indicates filter is prompted. In advanced mode. An icon indicating that the filter is applied to granular data if you applied the filter to granular data. Note: If the SQL query for the filter contains a single quote (‘) within a string. Click within the SQL query. click Advanced. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the metric filter. Indicates filter is applied to granular data. Data Analyzer displays another set of filter options in the Add Filter task area. and click buttons to add the numbers or arithmetic operators to the SQL query. Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area. Click to add left parenthesis. Click to change the order of the filters. you must change this single quote to two single quotes. Click Add to add the metric filter to the report. Indicates filter removal is restricted. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. To change the order in which Data Analyzer applies the filters to the report. 10.9. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter. An icon indicating that the filter removal is restricted if you restricted removal of the filter. Do not use CLOB columns in the SQL query.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

98 Chapter 10: Ranking Report Data .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

To select recipients with Data Analyzer user accounts. Data Analyzer activates the rule. 9. To save the report. The Broadcasting tab appears. You can enter multiple email addresses separated by commas or semi-colons. If you define the composite report using the Group Prompt Filters display option. Click Create > Composite Report > Publish > Broadcasting. 6. 5.Defining Broadcasting Rules for a Composite Report To create a broadcasting rule for a composite report: 1. the prompts page groups filters for all subreports. The report sent to these recipients does not include any subreports with provider-based security. Progressive filtering works the same way as standard reports. Enter the complete path of a destination folder where Data Analyzer can save the report. Displaying a Composite Report When you display a composite report. Enter the message you want to include with the report. 2. or Excel as the broadcasting format. Data Analyzer applies the filters and prompts associated with the subreports. 3. click Recipients. Enter a name for the broadcasting rule. 4. You can define broadcasting rules for a composite report in the same way you define these rules for individual reports. 7. Select a schedule for broadcasting the report. Select PDF. Click Create Rule. 10. 8. HTML. click Save. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. 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. Composite Report and Group Prompt Filters Option 146 Chapter 13: Working with Composite Reports . Link.

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

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

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

150 Chapter 13: Working with Composite Reports .

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

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

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

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

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

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

you do not need to enclose it within single quotes. if you use the USER_GROUP_NAME_STR system variable.For Teradata: CURRENT_DATE . you do not need to enclose it within single quotes. 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. Database specific SYSDATE function.For DB2. Editing the SQL Query for a Report 157 . Comma-separated strings of group names. In a cached report with user-based security. 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. For example. First name of the user who is currently logged in. you must enclose them within dollar ($) characters and single quotes. Last name of the user who is currently logged in.Using System Variables Table 14-1 describes the predefined system variables you can use in the report SQL query: Table 14-1. Data Analyzer runs this report like an on-demand report.For SQL Server: GETDATE() . Data Analyzer does not create a cache for each user. and DB2 (OS/390): CURRENT TIMESTAMP . Current time of the Data Analyzer server machine in ISO Format (YYYYMM-DD hh:mm:ss).For JDBC (generic): CURRENT_DATE. the string values are already enclosed within single quotes. Data Analyzer applies the security profile of the user who is accessing the report. These are enclosed within single quotes. Depending on the database. Data Analyzer replaces SQL_SYSDATE with the following functions: . Comma-separated list of group names to which the user who is currently logged in belongs.For Oracle: SYSDATE . If you use a system variable in the SQL query for a cached report with user-based security. 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.For Sybase ASE and Sybase IQ: GETDATE() . For example: SELECT : FROM FACT where (ORDER_DATE < $SQL_SYSDATE$) : Also. When you use these system variables. 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. you must verify that the SQL query is valid before running the report. you create a report to display the total sales revenue for each division in your organization. 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. If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method.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 . GROUP BY Clause and Metric Aggregation in an SQL Query GROUP BY Clause Metric Aggregation Figure 14-4 shows the report run from the preceding SQL query: Figure 14-4. For example. you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue metric. Figure 14-3 shows the GROUP BY clause and the metric aggregation in the SQL query for a report containing a single metric: Figure 14-3. The GROUP BY clause groups the metric values by all attributes in the report. Data Analyzer removes the GROUP BY clause and the following metric aggregation methods: ♦ ♦ ♦ ♦ ♦ Sum Max Min Avg Count Data Analyzer does not remove CUSTOM or CUSTOM+ metric aggregation methods.

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

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

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

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

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

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

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

166 Chapter 14: Running a Report .

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

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

You can add other keywords that might be more meaningful to the users of the report. You do not have to enclose the keywords in square brackets. The description for the report displays on the Find tab. tab. 2. Maximum length is 65. If you choose Cached for the report update setting. navigate to the location you want to save the report. Display the report on the Analyze tab. Enter a name for the report in the Report Name field. 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. 8. By default. Data Analyzer does not save the following objects associated with the report. The Select Folder window appears.When you save an existing report as a new report. Saving an Existing Report as a New Report 169 . Click Save As. 3. If you edit a report. select the security setting: ♦ ♦ Apply user-based security Apply provider-based security 7. Maximum length for the report name is 255 characters. Click OK to close the Select Folder window. -orEdit the report. Maximum length is 255 characters. If you choose Cached for the report update setting. the report appears on the Create Report Wizard. newline character. If the report has any analytic workflows associated with it. this field contains the metrics and attributes of the report enclosed in square brackets ([]). Maximum length is 255 characters. Enter the following information for the report: Property Comments Description Description Comments for the report. 9. select Retain Analytic Workflows to save the analytic workflows with the report. Use commas to separate keywords. Select the report update setting: ♦ ♦ On-demand Cached 6. The Save As window appears. Click Select Folder to select a location to save the report. You can search for a report based on the description associated with the report. Keywords associated with the report. The report name can include any character except a space. Description for the report. In the Select Folder dialog box. 5. Keywords 10. select a schedule for the report from the schedule list. Click More Options to display additional options for saving the report. You can search for a report based on the keywords associated with the report. and the following special characters: / \ : * ? “ < > | [ ] 4.535 characters.

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

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

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

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

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

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

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

To edit a highlighting rule: 1.8. Select one of the following options to set user access for the highlighting: . both highlighting and numeric data appear in the report table. Data Analyzer highlights all occurrences of the selected metric in the report table. By default. Editing a Highlighting Rule Use the following procedure to edit a highlighting rule. Manually resize the metric column in the report table to display the values properly. Enter the following information: Property Set Highlighting State Description Select one of the following options to set the state of the highlighting rule: . Display the report on the Analyze tab. To change the state of a highlighting rule.Inactive Default is Active. Note: After you highlight a metric. Select to display only highlighting in the table.Active . Select one of the following options to set the state of the highlighting rule for all users: . right-click the highlighting rule name. the metric values might appear cropped in the report table. Click OK.Personal Default is Public. The highlighting appears in the report table.Inactive Default is Active. 2. 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.Public . Click to display additional fields for the highlighting rule. By default.Active . Clear the check box to highlight one occurrence of the selected metric. This option displays for reports with cross tabular and sectional report tables. The highlighting rule appears in the Highlighting task area on the Analyze tab. Highlighting Metric Values 177 .

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

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

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

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

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

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

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

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

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

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

4.

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

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

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

6.

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

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

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

4.

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

5.

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

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

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

2.

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

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

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

4. 5.

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

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

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

2.

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

3.

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

4.

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

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

5.

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

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

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

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

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

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

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

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

Attribute value for the analysis filter.

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

2.

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

3.

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

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

Analysis filter

Data based on the analysis filter

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

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

Alert Notification icon

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

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

5.

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

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6. 7.

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

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

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

3.

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

4.

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

5.

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

6.

Click Close.

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

Adding a Related Link

187

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click Save. Display in charts. Create chart or gauge indicators. Data Analyzer assigns the return value the same precision as that of the value with the highest precision. you have the metric Sales Price with a value of 402. These non-numeric metrics display in the report table as any other custom metric.20) . the value of the custom metric is 103.86 in the custom metric expression: {Sale Price} + . you can calculate the total value of each product in your inventory using the product list price in a custom metric expression. Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression. For example. For reports with time settings. Data Analyzer uses the precision of the value with the highest precision. Calculations that involve multiplication and division may result in higher precision than the values included in the operation.2586 has a precision of four. you can create the following custom metric expression: ((({Revenue} * 1.2586) Sales Price has a precision of two. 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.20) . When any of the values in an expression has a precision of two or more. while . However. the custom metric or custom aggregate has two as the default precision. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts. functions.8.258 has a precision of three. For example.{Expenses} If you want to see the estimated profit as a percentage of the actual profit.1186. Therefore. 206 Chapter 17: Adding Calculations to a Report . The value of the custom metric is 403. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1. For example. Use Date and Time and String functions to create custom metrics that generate non-numeric values. You can also save the modified report as a new report.9379.258) Sales Price has a precision of two. with a precision of four. you can use the applicable time attributes as keywords. 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. Highlight the metric values.938. For example.86 in the custom metric expression: {Sale Price} *. Data Analyzer rounds the value to the highest precision in the expression. If none of the values in the expression has a precision of two or more. you have the metric Sales Price with a value of 402. and constants (numeric values) in the custom metric expression. The syntax for some functions allows you to use certain keywords. Use multiple operators. while . The result of the calculation is 103.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3. click Save. To view the chart on the Analyze tab. The report appears on the Analyze tab. To delete a report chart on the Create Report Wizard: 1. Click Create > Report > Layout and Setup > Charting. 2. To save the report. 2.6. If you chose to hide the report chart on the Analyze tab and View tab. click View. you can delete a chart that you previously added to the report. Click Charts. 3. you can add a report chart. From the Select a Chart list. Adding a Report Chart on the Analyze Tab To add a report chart on the Analyze tab: 1. click Save. The Charts tab appears. click Analyze. Working with a Report Chart on the Analyze Tab On the Analyze tab. You can also add a chart on the Create Report Wizard when you create or edit the report. 4. The Charting tab appears. To save the report. you can choose to hide it on the Analyze tab and View tab. 7. Open the report you want to display as a chart. 236 Chapter 19: Working with Report Charts . you can modify or delete the chart on the Create Report Wizard. On the Analyze tab. you can also modify or delete a report chart. To display the chart for a single section in a sectional report table. 4. select the metrics in the section. select the chart you want to delete. To view the chart on the View tab. when you run a report. Deleting a Report Chart on the Create Report Wizard On the Charting tab. Data Analyzer deletes the chart from the report. When you add a chart. Click More Options to display additional chart options. Click Delete.

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

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

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

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

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

or 5. where n is the number of times Interval was divided by 10 in step 3. 4.897.000. Multiplies Interval by 10 n times.42 Interval = 8 (8.42 divided by 10 three times. truncates the decimal values.897. Divide Interval by 10 until Interval is equal to one digit.12 Interval = 8.29 Y-1 Minor = 10 UpperRange = 41. 3. MaxMetric = 38.29 Y-1 Minor = 5 UpperRange = 41. Divides Interval by 10 until Interval is equal to one digit. divide UpperRange by the final Interval value.000 Data Analyzer displays grid lines at intervals of 5. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer. you must install the fonts on the machine that hosts Data Analyzer. To determine the total number of grid lines. Data Analyzer displays grid lines at this interval.71 Interval = 4 (4. and records the number of times Interval is divided by 10.properties to include the correct fonts.000 = 20).189. you create a report chart that has a maximum metric value of 38.379. 5.000 MaxMetric = 38. see the documentation for your operating system. For example.379. truncate the decimal values. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese. 5.000 = 8). − − If you select the Interactive Charts option to view charts.29. or 5. where n is the number of times Interval was divided by 10 in step 3. If you do not select the Interactive Charts option. Multiply Interval by 10 n times. Calculating the Number of Grid Lines Calculations 1.71 divided by 10 three times. Interval = UpperRange/Density 3.897.088. 4. and record the number of times Interval is divided by 10. divide UpperRange by the final Interval value. 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. you might need to complete the following tasks to display text correctly in a report chart: ♦ Install the correct fonts for your language. Data Analyzer displays grid lines at intervals of 2.12/5. UpperRange = MaxMetric + MaxMetric/10 2. 242 Chapter 19: Working with Report Charts .12 Interval = 4. 2. To determine the total number of grid lines. 2.) Interval = 5 Interval = 5*10*10*10 = 5.Fontname property in DataAnalyzer.088. ♦ Edit the Chart. Subtracts Interval by one until Interval equals 1. for a total of 20 grid lines (41. 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.000.189. for a total of eight grid lines (41.12/2.) Interval = 2 Interval = 2*10*10*10 = 2. Subtract Interval by one until Interval equals 1.897.2.088. For information about how to install fonts on your machine.

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

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

Save the XML file. For example. Modify the SHAPE element for each area you want to show data on the report. Restart Data Analyzer. Continue with the next step. Name identifies area in the map. locate the following element: <SHAPE name=”California" xmin="-124. Each map has a number of shapes for specific areas in the map. If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file. To associate each shape in the XML file to an attribute value: 1. 3. locate the line with the following text: <SHAPE name=” The name of the SHAPE element is the name of the area in the map. To view the geographic chart for the attribute.If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file. Restart Data Analyzer and then go to “Step 4. Note: Attribute values are case sensitive. 5. 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.39147186279297" ymin="32. 2. you may need to associate each shape in the XML file with an attribute value. and then click the XML file name. 6.53572463989258" xmax="-114. Step 3. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. Displaying Geographic Charts 245 .xml map with the attribute value CA.00234603881836"> <ATTRIBUTE value="California"/> Set the attribute value for the shape to CA: <SHAPE name="California" xmin="-124. you must modify the SHAPE elements. to associate the shape named California in the usa. Set the attribute value for the shape to a value in the attribute associated with the map. click Charts on the Analyze tab. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute.53572463989258" xmax="-114. You need to modify the SHAPE elements only for the areas you want to show data in the report.39147186279297" ymin="32. In the XML file for the map you want to use.12445068359375 ymax="42. Display a Geographic Chart If you create a report with one attribute associated with a map XML file. Display a Geographic Chart” on page 245. Value must match a value of the attribute associated with this map.00234603881836"> <ATTRIBUTE value="CA"/> 4. Data Analyzer displays a link for the XML file when you display the report on the Analyze tab.12445068359375" ymax="42. you do not need to modify the SHAPE elements. Step 4.

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

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

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

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

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

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

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

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

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

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

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

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

258 Chapter 20: Sharing Report or Dashboard Information .

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

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

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

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

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

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

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

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

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

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

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

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

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

6. You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable. Click Next twice to start the installation. or report exported using an Excel template. Click Close when the installation completes. Click OK. Click Browse to select the folder where you want to install Microsoft SOAP Toolkit. 9. 272 Chapter 21: Working with Microsoft Excel . You must have administrator rights on the machine where you want to install the SOAP Toolkit. Upload an Excel template. Refresh data in an Excel PivotTable. Click Next.0 on the machine where you save the Excel file when you perform one of the following tasks: ♦ ♦ ♦ Add reports to an Excel PivotTable. 4. template. Data Analyzer downloads the Microsoft SOAP Toolkit installation files. 2.0 installation program appears. Add Report. 8. Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine.0 installation. Click Open when the download completes. When you use the Refresh. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. 5. Data Analyzer provides the Microsoft SOAP Toolkit version 3. and click Save. To install Microsoft SOAP Toolkit: 1. Choose a directory to install Microsoft SOAP Toolkit. 3. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. or Upload buttons in an Excel file. 7. Click the Disk Cost button to see the amount of disk space required on each drive for the installation. Click OK to open the Microsoft SOAP Toolkit installation file.Installing Microsoft SOAP Toolkit You need the Microsoft SOAP Toolkit version 3. The Microsoft SOAP Toolkit 3.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Figure 23-2 shows alerts on the Alerts tab: Figure 23-2. For a report update alert. Accessing Your Alerts 291 . 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. 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. 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. the alert summary displays the name of the report that triggered the alert. For data alerts.

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

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

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

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

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

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

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

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

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

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

If the current revenue is less than or equal to the specified numeric value. 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. it compares the current revenue value against the specified numeric value. This operand is available when you create selfreferential alert rules.00 or more to 20000. the alert triggers and you get a notification.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. this operand is available if the report has three or more metrics.00 or more to 13.000 and $60. you can select a Numeric Value as the operand. ♦ For example.00 Current revenue fell by 5000. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2. see “Viewing or Editing the Alert Rules” on page 292. This operand is available if the report has two or more metrics. Percentage of another metric in the report.000 or falls below $40.00 Current revenue rose by 10.00 or more to 20000. Modify a data alert from the Analyze tab. Delete a data alert from the Analyze tab. the attribute values for the operand metric are the same as that of the metric value for the alert rule.00 or more to 13.611. Percentage of the current metric value. If you select Metric or Percentage of Metric as the operand. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.00 Current revenue fell by 10. When Data Analyzer runs the alert.719. For more information. Working with Data Alerts 303 .♦ Percentage of Metric.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. If you select the Rises Above or Falls Below or Is Between operator. Percentage of Self.00 Current revenue rises or falls by $10. View an alert notification on the Alerts tab and other alert devices you might have registered. Modify or delete a data alert from the Alerts tab.719.000 Current revenue rises or falls by 15% Revenue rises above $60. to create an alert rule that notifies you when the revenue of business books falls below a certain threshold.

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

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

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

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

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

Enter the following information: Field Greeting Description Greeting text that appears at the upper right corner of the Data Analyzer browser window. and gauge indicators. You can view details about the indicator or each section of a chart by holding the pointer on the graphic. After setting the option. Los Angeles.♦ ♦ ♦ ♦ Interactive charts.S. The General Preferences task area appears in edit mode. If you select On and you are using the Mozilla Firefox browser. and indicators Language Time zone Time format (for U. 310 Chapter 25: Managing Account Information . 2. For all other languages. and time formats for your user account. The time format option for your user account. Graphs.24 Hours Default is 24 Hours.Off. Select one of the following options: . You can set this option if your user account is in a different time zone from the Data Analyzer server. Limit the greeting to 40 characters to maintain the look and feel of the header.12 Hours . date. graphs. In the General Preferences task area. the time portion of dates always display in a 24-hour clock. Data Analyzer uses this font size for all text fields. select from the following options: . Default is Off. The language you select determines the numeric. It also determines the hours for suspending alert delivery. click Edit. Default time zone is (PST) Pacific Standard Time. Display font used by your user account. Displays interactive report charts so you can drill down. Click Manage Account. In an interactive chart or indicator. English) To edit general preferences: 1. The character limit for the greeting field is 255 characters. If you select On and you are using the Internet Explorer browser. Click OK. You want Data Analyzer to display charts as interactive charts. 3.0 and enable Active X controls on the browser. chart indicators. You can also drill into a chart and select sections of the chart.On. zoom. you must also install Adobe SVG Viewer 3. Display language for your user account. you can display the time portion of dates in a 12-hour (AM/PM) or a 24-hour clock. Select a font between 10 and 18 points. you do not need to complete additional tasks. If the display language for your user account is English (United States). Default greeting is blank. and Indicators Language Time Zone Time Format 4. Viewing Interactive Charts and Indicators You can display interactive report charts. Data Analyzer continues to log event and update schedules according to server time. Default is 10. you can zoom on the indicator or chart graphic. . Font Size Interactive Charts. You do not want to display charts as interactive charts. Time zone for your user account. The time format option determines the format for the time portion of dates. If the display language for your user account is English (United States). you can enter the hours for suspending alert delivery in your user account time. Time zone changes affect only alert times in your user account. and select sections of the chart.

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

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

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

314 Chapter 25: Managing Account Information .

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

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

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

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

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

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

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

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

When you point and click instead of manually entering the expression.718281828459.000. If Cumulative is TRUE. E is a mathematical constant that is the base of the natural logarithm. the following expression returns 0. For example. To minimize syntax errors. PI is a real number that is used in many mathematical calculations. and the life of the asset is 8 years: SLn(1000. use the point-and-click method to enter expressions. You can also enter values for any optional argument you want to pass to the function. For example. you have an expression that returns the straight-line depreciation of an asset for one year. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. The value of PI is equal to 3. such as brackets and pipes. 175.14159265359. the function returns the cumulative binomial distribution. For example. Constants Use the following constants anywhere in an expression: ♦ E.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. 8)*E ♦ PI. Use the E constant to calculate the natural logarithm of a numeric value. The Context argument is a special type of argument that sets the scope for a function. Use the following expression where the cost of the asset is $1. Constants 323 . it does not return the cumulative binomial distribution. Note: Constants are not case sensitive.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument. in the BinomDist function. You want to calculate the natural logarithm of the depreciation of the asset in each year. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. Otherwise. you can use TRUE or FALSE as the value of the Cumulative argument. Data Analyzer displays the names of the required arguments in the expression. When you use the point-and-click method to add a function to the expression. The value of E is equal to 2. You can replace the argument names with the values you want to pass to the function. Data Analyzer supplies any necessary additional characters. salvage value is $175.

Arithmetic Operators in Expressions Operator +. modulus Addition. greater than.2 * 8 returns different values: Equation 8+5-2*8 8 + (5 . ^ *. the equation 8 + 5 . For example. % +. 3. Operators in Expressions Operator () +. depending on how you nest the operations. <. Table B-3 lists the arithmetic operators. division. 324 Appendix B: Expression Syntax . Table B-2 lists the precedence for all operators: Table B-2.2) * 8 Return Value -3 32 Arithmetic Operators Use arithmetic operators to perform mathematical calculations on numeric data. Unary plus indicates a positive value. >. less than or equal to. Data Analyzer evaluates the expression in the following order: 1. Operations in the innermost parentheses are evaluated first. 2. greater than or equal to Equal to. It evaluates operators in an expression with equal precedence to all operators from left to right. If you write an expression that includes multiple operators. <=. <> ! & | Meaning Parentheses Unary plus and minus Power Multiplication.Operators Data Analyzer supports the use of multiple operators and the use of operators within nested expressions. used when specifying conditions You can also use operators within nested expressions. in order of precedence. unary minus. >= =. Unary minus indicates a negative value. Meaning Unary plus. you can use in expressions: Table B-3. When expressions contain parentheses. /. Arithmetic operators Comparison operators Logical operators Data Analyzer evaluates operators in the order they appear in the following table. subtraction Less than. Data Analyzer evaluates operations inside parentheses before operations outside parentheses. used when specifying conditions Logical OR operator. not equal to Logical NOT operator Logical AND operator.

Arithmetic Operators in Expressions Operator ^. *. subtraction. if an expression evaluates to TRUE. Expressions that return a numeric value evaluate to TRUE for non-zero values.4 > “123” is not valid because the expression compares a numeric value with a string. and return a TRUE (1) or FALSE (0) value. the operands must be the same datatype. The addition operator (+) does not concatenate strings. If you perform arithmetic on a null value. modulus. % +.Table B-3. For example. the expression 1 + “1” is not valid because it adds an integer to a string. FALSE for zero. the function returns NULL. manipulate data. Logical Operators Use logical operators to manipulate numeric data. The expression 1. the expression 123. the ! operator returns FALSE. For example. Note: Data Analyzer provides Date and Time functions that let you perform arithmetic on date/time values. Operators 325 . and NULL for NULL. A modulus is the remainder after dividing two integers. If you compare a value to a null value. multiplication. division. /. 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. all of the operands in the expression must be numeric. To concatenate strings.4 > 123 and “a” <> “b” are valid because the operands are the same datatype. use the date functions. If an expression evaluates to FALSE. The expressions 123. Logical Operators in Expressions Operator ! Equivalent SQL Operator NOT Meaning Negates result of an expression. For example. To perform arithmetic on date values. Table B-4 lists the comparison operators you can use in expressions: Table B-4. Table B-5 lists the logical operators you can use in expressions: Table B-5.23 + 4 / 2 is valid because all of the operands are numeric. Comparison Operators Use comparison operators to compare character or numeric strings. When you use arithmetic operators in an expression. use the Concat function. the ! operator returns TRUE. Meaning Power. the result is NULL. 13 % 2 = 1 because 13 divided by 2 equals 6 with a remainder of 1. Addition. For example.

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

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

328 Appendix B: Expression Syntax .

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 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 .

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. 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 .

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 .

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

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

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.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 . 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.

GroupBySuppression.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. 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 . 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. 238 Hide Metadata button for charts 233.

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.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.

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. 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 .

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.

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

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 user-based 124. 142 provider-based security 124 user-based security 124 series report charts 228 setting report table formats 106 report table layout 100 report table sort orders 111 shared documents accessing in folders 33 adding links to personal dashboard 43 changing description 41 changing link name 41 changing name on dashboards 52 changing URL address 41 description 41 emailing 42 flagging 35 links in folders 41 moving links in folders 35. 142 security profiles description 124.

208. 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 .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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