Data Analyzer User Guide

Informatica® PowerCenter®
(Version 8.6)

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

Part Number: DA-USG-86000-0001

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

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

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

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

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

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

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Table of Contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

xiv Table of Contents .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

26 Chapter 3: Using Dashboards .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

use the Create Dashboard Wizard. navigate to the folder that contains the report or shared document you want to add to your personal dashboard. The Attachments window appears. click Attachments. 4.5. Note: If the Data Analyzer system administrator has configured the LDAP directory. 6. Enter the following information: Property To Cc Bcc Subject Text box Description Email address of the recipient. Data Analyzer adds the item to the selected container on your personal dashboard. For more information. Click OK. You cannot add an item to more than one container. After you add a report or shared document to your personal dashboard from the Find tab. Note: You cannot add composite reports to your personal dashboard from the Find tab.). 7. Body of the email. In the Details task area. Click Send. click the report or shared document name. In the Results task area. you can add reports and shared documents to any container on your personal dashboard. Email address for blind carbon copying the email. Subject of the email. 3. To add an individual report or shared document to your personal dashboard: 1. To attach another report or shared document to the email message. On the Find tab. 2. and click OK. Select the container on your personal dashboard where you want to add the item. Separate multiple email addresses by a comma (. Click Browse to select a file. Adding a Report or Shared Document to Personal Dashboards 43 . To add a composite report to the dashboard. you can remove it from the Create Dashboard Wizard. you can email the shared document to a contact in the directory. You can include more than one email address. and click Attach to attach the file. click Add to Dashboard. You can include more than one email address. You can send the email to more than one recipient. Data Analyzer sends the email to the specified recipients. Adding a Report or Shared Document to Personal Dashboards On the Find tab. Email address for carbon copying the email. see “Selecting Email Recipients from the LDAP Directory Service” on page 255.

44 Chapter 4: Accessing Data Analyzer Content .

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

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

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

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

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

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

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

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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Chapter 6: Selecting Metrics for a Report

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

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

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

2.

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

3. 4. 5. 6.

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

7.

Click Add for the metric.

Adding a Metric to a Report

57

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

Selected metrics

Option for selecting time keys

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

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

9.

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

10.

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

11.

To save the report, click Save.

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Chapter 6: Selecting Metrics for a Report

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

59

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

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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 7: Selecting Attributes for a Report

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

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

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

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

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

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

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. You select a time key for a metric on the Select Metrics page. -orTo edit a time key on the Analyze tab. Click Time. Expand the Time Keys and Calendar Settings task area. To edit a time key on the Create Report Wizard. open the report where you want to add time settings. Click OK. A list of available time keys for each metric in the report displays. Data Analyzer displays a summary of the time settings on the Create Report Wizard. click Create > Report > Select Time. click Save. you can edit the time keys. 4. and Rankings > Time. Data Analyzer displays the Time tab. 2.17. On the Time tab. To edit a time key on the Time tab: 1. Filters. 3. Select time keys for each metric in the report. The summary includes the time period and granularity. Steps for Adding Time Settings to a Report 71 .

72 Chapter 8: Adding Time Settings to a Report .

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

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

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

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

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

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

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

click the Remove button next to the filter.4. Steps for Creating a Metric Filter In basic mode. Click Update. In advanced mode. make the necessary changes. see the Data Analyzer Schema Designer Guide. To delete the filter. When you apply metric filters to granular data. Data Analyzer edits the attribute filter. Data Analyzer aggregates metric values across all dimensions based on the aggregation method specified for the metric. If you apply metric filters to granular data for these metrics. Data Analyzer applies the filter before aggregating the data. To edit the filter. 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. Filtersets. 7. an SQL error might occur when you run the report. you can create filters on a metric. Applying Metric Filters to Granular Data By default. and Filter Identifiers . Data Analyzer aggregates metric values before applying any filters to the data. Creating a Metric Filter Metric filters must include numeric values only. 6. you can apply metric filters to granular data before the data is aggregated. You can also save the modified report as a new report. For more information about setting up aggregation methods when defining a metric. Click the filter you want to edit. you can edit the SQL query for a filter. The Data Analyzer system administrator specifies one of the following methods as the aggregation method for a metric: ♦ ♦ ♦ ♦ ♦ ♦ ♦ Sum Max Min Avg Count Custom Custom+ When you create a metric filter. Apply metric filters to granular data to specify more granular conditions for a filter. 5. Click Save. 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. When creating a metric filter.

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

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

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

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

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

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

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

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

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

90 Chapter 9: Working with Filters. and Filter Identifiers . The Filters task area displays the filters for the report. Click the Add button in the Metric filter area. You can also save the modified report as a new report. 4. select a metric for the filter. The report displays with the new filter. You can select from any of the metrics associated with the report. select an operator for the filter. you can restrict users from deleting the filter from the report. You cannot delete such filters from the Analyze tab. To remove a filter from a report: 1.3. Click Save. 6. Enter values for the filter. Deleting a Filter on the Analyze Tab When you create a filter from the Create Report Wizard. Filtersets. From the operator list. 7. Display the report on the Analyze tab. From the metrics list. 5.

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

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

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

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

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

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

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

98 Chapter 10: Ranking Report Data .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

click Return to Report Wizard. and click Add. You can create the workflow report on the Create Report Wizard in workflow mode. You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. After you create the workflow report. -orCreate a query to search for the report. 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. 1000. 3. the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. 4. you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays. When you use a report link to access a workflow report. Click the report name. Click Layout and Setup > Workflows. 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. Data Analyzer displays the workflow report with the associated attributes as a filter. click the Edit Report button for the report. in the workflow described on Figure 11-15 on page 114. Navigate to the folder from where you want to add the report. Each time Data Analyzer runs a report. To save the report as part of the workflow. However. To set the properties of the workflow report. When creating a report link.To use an existing report as a workflow report: 1. Enter information about the workflow report. The following condition enables the link: GreaterThan({Revenue}.00) 118 Chapter 11: Configuring Layout and Setup for a Report . click Return to Workflow to return to the Workflows tab. save the primary report. For example. Use report links to view workflow reports with an additional attribute filter. Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard. For example. it evaluates report data and re-establishes report links. To display the Create Report Wizard in workflow mode. 6. 2. Data Analyzer adds the report to the workflow and displays the Workflows tab. To make any changes to the workflow report. 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. click Edit Report.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

For users without Data Analyzer accounts. external users must have a user name and password. The PDF or HTML file includes the following dashboard items: ♦ ♦ ♦ Dashboard name and description Container names and description Gauge. enter the email address of the recipients without Data Analyzer user accounts. enter the complete path of a destination folder where you want Data Analyzer to save the dashboard. the external users must log in to Data Analyzer. 5. Data Analyzer activates the rule. The email also includes the dashboard as a PDF or HTML file. Data Analyzer broadcasts different versions of the PDF or HTML file to different users based on their access permissions. Data Analyzer broadcasts the dashboard as a file of the selected type and a URL link to the dashboard. Data Analyzer broadcasts the entire content of the dashboard. 4. 7. 136 Chapter 12: Publishing a Report or Dashboard . the file displays indicators that are based on reports for which the user has read permission. To select recipients with Data Analyzer user accounts. and internet access to Data Analyzer. For each Data Analyzer user. the dashboard appears on the Data Analyzer View tab. If the dashboard has indicators based on a cached report with provider-based security. Enter the email message you want to include with the dashboard. To log in. Each indicator inherits the security profile of the underlying report. 2. You can broadcast a dashboard to users without Data Analyzer accounts. 3. The Broadcasting tab appears. Select PDF or HTML as the broadcast format. 9. it emails the URL link to the dashboard to the selected recipients. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. Click Create Rule. Data Analyzer displays the content for which the user has read permission. 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. You can enter multiple email addresses separated by commas or semicolons. 6. Click Save. 8. Select a schedule for broadcasting the dashboard. To access the dashboard using the URL link. When a user clicks the URL link. 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. table. 10. Click Create > Dashboard > Publish > Broadcasting. click Recipients. You can also broadcast the dashboard to a network drive. When a user clicks the URL link. Enter a name for the broadcasting rule. Creating Broadcasting Rules for Dashboards To create a broadcasting rule for a dashboard: 1. the file displays only those indicators that are based on cached reports with provider-based security. When you broadcast a dashboard.Broadcasting a Dashboard When Data Analyzer broadcasts a dashboard. If the dashboard has indicators based on a cached report with provider-based security. Data Analyzer saves the dashboard.

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

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

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

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

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

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

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

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

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

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

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

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

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

150 Chapter 13: Working with Composite Reports .

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

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

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

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

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

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

Last name of the user who is currently logged in. you do not need to enclose it within single quotes.For Oracle: SYSDATE . When you use these system variables. Current time of the Data Analyzer server machine in ISO Format (YYYYMM-DD hh:mm:ss). you do not need to enclose it within single quotes. In 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 example. These are enclosed within single quotes. Data Analyzer applies the security profile of the user who is accessing the report. 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. If you use a system variable in the SQL query for a cached report with user-based security. Comma-separated strings of group names.For SQL Server: GETDATE() . Note: Make sure that you use the correct SQL syntax for the Data Analyzer repository database. DB2 (AS/400). Comma-separated list of group names to which the user who is currently logged in belongs. Data Analyzer runs this report like an on-demand report. 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. the string values are already enclosed within single quotes.Using System Variables Table 14-1 describes the predefined system variables you can use in the report SQL query: Table 14-1. Data Analyzer does not create a cache for each user. First name of the user who is currently logged in. if you use the USER_GROUP_NAME_STR system variable.For Teradata: CURRENT_DATE .For Sybase ASE and Sybase IQ: GETDATE() . you must enclose them within dollar ($) characters and single quotes. Depending on the database. Editing the SQL Query for a Report 157 . if the system variable value is already enclosed in single quotes.For DB2. Data Analyzer replaces SQL_SYSDATE with the following functions: .For JDBC (generic): CURRENT_DATE. For example: SELECT : FROM FACT where (ORDER_DATE < $SQL_SYSDATE$) : Also. and DB2 (OS/390): CURRENT TIMESTAMP . Database specific SYSDATE function.

If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method. 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. 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. For example. For example. Sample Report Using GROUP BY Clause and Metric Aggregation When you click Suppress Group By Clause in the View Query page. GROUP BY Clause and Metric Aggregation in an SQL Query GROUP BY Clause Metric Aggregation Figure 14-4 shows the report run from the preceding SQL query: Figure 14-4. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue metric. The GROUP BY clause groups the metric values by all attributes in the report. 158 Chapter 14: Running a Report .Suppressing the GROUP BY Clause Any report that contains a metric includes a GROUP BY clause and metric aggregation in the SQL query for the report. you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation. The metric aggregation aggregates the group of metric values according to the aggregation method defined by the Data Analyzer system administrator for the metric. 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.

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

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

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

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

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

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

Click OK. and click OK. the time limit for processing the report.The Select Folder window appears. Saving a Report 165 . Maximum length is 65. 7. Keywords associated with the report. Enter the following report properties: Property Comments Description Keywords Description Comments for the report. Click More Options to display additional options for saving the report. In the Select Folder window. Description for the report. 9.535 characters. Department you want to associate with the report The time limit on each query for the report. Enter the following report properties: Property Category Department Query Governing Description Category you want to associate with the report. navigate to the location you want to save the report. and the maximum number of rows returned. 8. 10.

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

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

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

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

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

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

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

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

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

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

Click OK. Note: After you highlight a metric. Clear the check box to highlight one occurrence of the selected metric. By default. Manually resize the metric column in the report table to display the values properly. Display the report on the Analyze tab.Active . To change the state of a highlighting rule. More Options Set Default State of Rule (for All Users) As Set Highlighting Rule As Show Only Highlighting in the Table and Hide Numeric Data Apply Highlighting Rule on All Occurrences of Selected Metric in the Report 9. By default. Data Analyzer highlights all occurrences of the selected metric in the report table.Inactive Default is Active. The highlighting appears in the report table. Select to display only highlighting in the table. Select one of the following options to set user access for the highlighting: . 2.8. Enter the following information: Property Set Highlighting State Description Select one of the following options to set the state of the highlighting rule: . both highlighting and numeric data appear in the report table.Personal Default is Public. the metric values might appear cropped in the report table. To edit a highlighting rule: 1. Editing a Highlighting Rule Use the following procedure to edit a highlighting rule. Select one of the following options to set the state of the highlighting rule for all users: . This option displays for reports with cross tabular and sectional report tables.Inactive Default is Active.Public . Highlighting Metric Values 177 . The highlighting rule appears in the Highlighting task area on the Analyze tab.Active . right-click the highlighting rule name. Click to display additional fields for the highlighting rule.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you can use the applicable time attributes as keywords. the value of the custom metric is 103. For reports with time settings. while . If none of the values in the expression has a precision of two or more. For example. However.9379. and constants (numeric values) in the custom metric expression. functions. These non-numeric metrics display in the report table as any other custom metric. Therefore. Create chart or gauge indicators.20) . 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. Click Save.8.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression. The value of the custom metric is 403. while . Data Analyzer uses the precision of the value with the highest precision.1186. Use Date and Time and String functions to create custom metrics that generate non-numeric values. For example. When any of the values in an expression has a precision of two or more. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts.258 has a precision of three. Use multiple operators. you have the metric Sales Price with a value of 402. For example.{Expenses} If you want to see the estimated profit as a percentage of the actual profit. you can calculate the total value of each product in your inventory using the product list price in a custom metric expression.20) . The result of the calculation is 103. The syntax for some functions allows you to use certain keywords. For example. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1. you can create the following custom metric expression: ((({Revenue} * 1. the custom metric or custom aggregate has two as the default precision.86 in the custom metric expression: {Sale Price} *. Highlight the metric values.86 in the custom metric expression: {Sale Price} + . Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression.938. Data Analyzer rounds the value to the highest precision in the expression. 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. with a precision of four. you have the metric Sales Price with a value of 402.258) Sales Price has a precision of two. Calculations that involve multiplication and division may result in higher precision than the values included in the operation. You can also save the modified report as a new report. Display in charts.2586) Sales Price has a precision of two. 206 Chapter 17: Adding Calculations to a Report .2586 has a precision of four. Data Analyzer assigns the return value the same precision as that of the value with the highest precision.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

000 = 8). If you do not select the Interactive Charts option. Multiplies Interval by 10 n times. ♦ Edit the Chart. Multiply Interval by 10 n times. divide UpperRange by the final Interval value. Subtracts Interval by one until Interval equals 1.42 Interval = 8 (8. To determine the total number of grid lines. and record the number of times Interval is divided by 10.379.379.000.12 Interval = 8. 2.) Interval = 5 Interval = 5*10*10*10 = 5. MaxMetric = 38. or 5.088.12/2. Data Analyzer displays grid lines at intervals of 2. or 5. For information about how to install fonts on your machine. UpperRange = MaxMetric + MaxMetric/10 2. Divide Interval by 10 until Interval is equal to one digit.Fontname property in DataAnalyzer.897. Interval = UpperRange/Density 3.088. you must install the fonts on the machine that hosts Data Analyzer. divide UpperRange by the final Interval value.189. where n is the number of times Interval was divided by 10 in step 3.29 Y-1 Minor = 10 UpperRange = 41.000 MaxMetric = 38. 3. for a total of 20 grid lines (41. 5. 4.71 Interval = 4 (4.000 = 20).000 Data Analyzer displays grid lines at intervals of 5. truncate the decimal values. see the documentation for your operating system. Table 19-3 shows how Data Analyzer calculates the number of grid lines to display when you set the Y-1 Minor Gridline Density property to 5 or 10: Table 19-3.29 Y-1 Minor = 5 UpperRange = 41. Data Analyzer displays grid lines at this interval. 5.12/5.189. 242 Chapter 19: Working with Report Charts . truncates the decimal values. For example. you might need to complete the following tasks to display text correctly in a report chart: ♦ Install the correct fonts for your language.29. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese.71 divided by 10 three times. where n is the number of times Interval was divided by 10 in step 3. 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.000.897. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer.897.12 Interval = 4.properties to include the correct fonts.42 divided by 10 three times.2.897. Subtract Interval by one until Interval equals 1.088.) Interval = 2 Interval = 2*10*10*10 = 2. − − If you select the Interactive Charts option to view charts. Divides Interval by 10 until Interval is equal to one digit. you create a report chart that has a maximum metric value of 38. and records the number of times Interval is divided by 10. for a total of eight grid lines (41. 2. To determine the total number of grid lines. Calculating the Number of Grid Lines Calculations 1. 4.

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

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

Step 3. Value must match a value of the attribute associated with this map. Data Analyzer displays a link for the XML file when you display the report on the Analyze tab.12445068359375" ymax="42. Displaying Geographic Charts 245 . In the XML file for the map you want to use. Continue with the next step. Each map has a number of shapes for specific areas in the map. Display a Geographic Chart If you create a report with one attribute associated with a map XML file. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute. 6. To associate each shape in the XML file to an attribute value: 1. you do not need to modify the SHAPE elements. 2. Name identifies area in the map. For example.53572463989258" xmax="-114. Note: Attribute values are case sensitive. Restart Data Analyzer. Step 4. To view the geographic chart for the attribute.00234603881836"> <ATTRIBUTE value="California"/> Set the attribute value for the shape to CA: <SHAPE name="California" xmin="-124.53572463989258" xmax="-114. Restart Data Analyzer and then go to “Step 4.39147186279297" ymin="32. If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file. Set the attribute value for the shape to a value in the attribute associated with the map. you may need to associate each shape in the XML file with an attribute value. and then click the XML file name. locate the line with the following text: <SHAPE name=” The name of the SHAPE element is the name of the area in the map. 3. click Charts on the Analyze tab.If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file. Modify the SHAPE element for each area you want to show data on the report. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. Display a Geographic Chart” on page 245.39147186279297" ymin="32.12445068359375 ymax="42.00234603881836"> <ATTRIBUTE value="CA"/> 4. locate the following element: <SHAPE name=”California" xmin="-124. Save the XML file. 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.xml map with the attribute value CA. you must modify the SHAPE elements. You need to modify the SHAPE elements only for the areas you want to show data in the report. to associate the shape named California in the usa.

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

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

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. Graphs. Close the browser window.memory. ♦ I cannot see metric or attribute values when I hold the pointer over a shape in the geographic chart. and value for each preference. Double-click the preference name to change the value to false. Locate the following preference in the list of preferences: browser. 3.0. If you copied the XML file to a different directory. 2.Directory property in DataAnalyzer. On the Internet Explorer browser. Data Analyzer looks for the XML file in the directory specified for the Maps. you need to set the Interactive Charts. and Indicators option to On. You did not specify the correct attribute name in the XML file. You must specify the complete name of the attribute. One of the following situations can cause this problem: ♦ ♦ Data Analyzer displays geographic charts for a report with one attribute only. 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. Enable Active X controls for the Internet Explorer browser. Open the XML file associated with the attribute and make sure that you specified the correct attribute name for the SHAPES element. 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. 4.To disable the browser cache for Mozilla Firefox: 1. enter the following text and press Enter: about:config Mozilla Firefox displays a list of preferences and the status. 248 Chapter 19: Working with Report Charts .properties.cache.enable preference is true.enable The default value for the browser. If a report uses more than one attribute.properties.cache. You did not specify the directory that contains the XML file in DataAnalyzer. 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. type. 5. you must specify this directory in DataAnalyzer. In the address bar of the browser. Log in to Data Analyzer and edit the report chart options on the Analyze tab.properties. 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.memory. Data Analyzer does not display a link for the XML file.

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

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

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

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

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

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

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

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

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

258 Chapter 20: Sharing Report or Dashboard Information .

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

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

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

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

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

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

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

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

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

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

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

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

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

9. Click the Disk Cost button to see the amount of disk space required on each drive for the installation. Refresh data in an Excel PivotTable. When you use the Refresh. 5. 8. 6. 7. or report exported using an Excel template. Click OK. Click Open when the download completes. You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable. or Upload buttons in an Excel file. and click Save. You must have administrator rights on the machine where you want to install the SOAP Toolkit. template.0 installation program appears. 2. Click Browse to select the folder where you want to install Microsoft SOAP Toolkit. The Microsoft SOAP Toolkit 3.0 on the machine where you save the Excel file when you perform one of the following tasks: ♦ ♦ ♦ Add reports to an Excel PivotTable. Click OK to open the Microsoft SOAP Toolkit installation file.Installing Microsoft SOAP Toolkit You need the Microsoft SOAP Toolkit version 3. Data Analyzer downloads the Microsoft SOAP Toolkit installation files. Click Close when the installation completes. 4.0 installation. To install Microsoft SOAP Toolkit: 1. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. Upload an Excel template. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. Click Next. 272 Chapter 21: Working with Microsoft Excel . Data Analyzer provides the Microsoft SOAP Toolkit version 3. Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine. 3. Choose a directory to install Microsoft SOAP Toolkit. Click Next twice to start the installation. Add Report.

and real-time reports. the indicator name appears in the Indicators task area on the Analyze tab. 276 Working with Gauge Indicators. the indicators display there. cached. 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. Indicators help you track key metric values. You can create indicators for metrics in on-demand. you can create indicators for any subreport included in a composite report. You can also create indicators for calculations in on-demand and cached reports. After you create an indicator.When you create a dashboard. However. 287 Overview An indicator is a visual representation of business metrics. 273 Working with Chart and Table Indicators. 283 Troubleshooting.CHAPTER 22 Working with Indicators This chapter includes the following topics: ♦ ♦ ♦ ♦ Overview. You can create the following types of indicators: ♦ ♦ Value-based Position-based You can add indicators to dashboards to monitor these metrics. you can add one or more indicators to dashboard containers. 273 .

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

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

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

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

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

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

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

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

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

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

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

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

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

you also need to complete the following tasks to view interactive gauge and chart indicators: ♦ ♦ Install Adobe SVG Viewer 3. 4.0. Troubleshooting 287 . click Preview. In the Indicators task area. Modify the indicator. Display the report where you want to delete a gauge indicator on the Analyze tab. see Table 22-3 on page 285. You can add your personal indicators or public indicators to your personal dashboard. you must have read permission on the report. 6. Click Delete. To close the Preview Indicator window. In the Add Indicator to the Following Containers on My Personal Dashboard field. and Indicators option to On. When you delete a gauge indicator. To add a gauge indicator to your personal dashboard: 1. To delete a personal gauge indicator. you need to set the Interactive Charts. To view interactive gauge and chart indicators on the Mozilla Firefox or Internet Explorer browser. Adding a Gauge Indicator to Your Personal Dashboard You can add a gauge indicator for a cached report to your personal dashboard. 2. The Edit Gauge page appears. click the gauge indicator name. Click OK. In the Indicators task area. Data Analyzer deletes the gauge indicator from all personal and public dashboards. To delete a public gauge indicator. Deleting a Gauge Indicator You can delete gauge indicators from reports. If the gauge indicator appears on any personal or public dashboards. you must have write permission on the report. Enable Active X controls for the Internet Explorer browser. To delete a gauge indicator: 1. Click OK. To preview the gauge indicator. 2. Graphs. 5. select the containers where you want to add the indicator. 3. click the gauge indicator name. On the Internet Explorer browser.4. 3. Display the report on the Analyze tab. Data Analyzer deletes the gauge indicator from the report and all dashboards. click Close. For more information about the options for a gauge indicator. The Preview Indicator window displays the updated gauge indicator. The Edit Gauge page appears. Troubleshooting Data Analyzer does not display interactive gauge and chart indicators. Data Analyzer permanently deletes it from the repository.

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

293 Registering a Pager for Alert Delivery.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. 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 . Figure 23-1 shows the Alerts menu on the Alerts Tab: Figure 23-1. When you click the arrow icon on the Alerts tab. you can view and modify alerts. From the Alerts menu. 294 Overview By default. 289 Accessing Your Alerts. Data Analyzer displays all report alerts on the Alerts tab.

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

the alert summary displays the name of the report that triggered the alert. For a report update alert. Alert Summary Remove button Mark as Read button Alert summary The Alert Notification icons display to the left of the alert notifications.Data Analyzer sorts the alert notifications in the order received with the most recent notification at the top. Accessing Your Alerts 291 . View the alert summary to get details of the alert without opening the associated report. For data alerts. 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. 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. Figure 23-2 shows alerts on the Alerts tab: Figure 23-2.

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

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

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

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

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

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

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

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

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

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

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 $40.000 and $60. This operand is available when you create selfreferential alert rules. Percentage of the current metric value.00 Current revenue fell by 10.00 or more to 20000. the attribute values for the operand metric are the same as that of the metric value for the alert rule.000 Current revenue rises or falls by 15% Revenue rises above $60.719. When Data Analyzer runs the alert. see “Viewing or Editing the Alert Rules” on page 292. 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. Working with Data Alerts 303 .00 or more to 13.00 Current revenue rose by 10. This operand is available if the report has two or more metrics. If the current revenue is less than or equal to the specified numeric value. ♦ For example. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2.00 Current revenue rises or falls by $10. Delete a data alert from the Analyze tab.000 or falls below $40. If you select the Rises Above or Falls Below or Is Between operator.00 or more to 13.611. Percentage of another metric in the report.719. to create an alert rule that notifies you when the revenue of business books falls below a certain threshold. the alert triggers and you get a notification. you can select a Numeric Value as the operand.00 Current revenue fell by 5000. Percentage of Self.00 or more to 20000.611. If you select Metric or Percentage of Metric as the operand. View an alert notification on the Alerts tab and other alert devices you might have registered. it compares the current revenue value against the specified numeric value.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. Modify a data alert from the Analyze tab. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values. this operand is available if the report has three or more metrics. Modify or delete a data alert from the Alerts tab. For more information.♦ Percentage of Metric.

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

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

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

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

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

Displays interactive report charts so you can drill down. Click OK. Default time zone is (PST) Pacific Standard Time. Data Analyzer continues to log event and update schedules according to server time. Default greeting is blank. chart indicators. Display language for your user account. English) To edit general preferences: 1.Off. If you select On and you are using the Internet Explorer browser. 3. The language you select determines the numeric. Time zone changes affect only alert times in your user account. Time zone for your user account. In an interactive chart or indicator. and Indicators Language Time Zone Time Format 4. You do not want to display charts as interactive charts. Font Size Interactive Charts.0 and enable Active X controls on the browser. date. and indicators Language Time zone Time format (for U. you must also install Adobe SVG Viewer 3.24 Hours Default is 24 Hours. Enter the following information: Field Greeting Description Greeting text that appears at the upper right corner of the Data Analyzer browser window. 2. In the General Preferences task area. Viewing Interactive Charts and Indicators You can display interactive report charts. 310 Chapter 25: Managing Account Information . Data Analyzer uses this font size for all text fields. You want Data Analyzer to display charts as interactive charts. Limit the greeting to 40 characters to maintain the look and feel of the header. If the display language for your user account is English (United States). After setting the option. Graphs.12 Hours . Select one of the following options: . For all other languages. The General Preferences task area appears in edit mode. The character limit for the greeting field is 255 characters. You can also drill into a chart and select sections of the chart. you do not need to complete additional tasks. You can view details about the indicator or each section of a chart by holding the pointer on the graphic. select from the following options: . It also determines the hours for suspending alert delivery. The time format option for your user account. Default is 10. Default is Off. 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). and gauge indicators. and select sections of the chart.S. Los Angeles. you can zoom on the indicator or chart graphic.♦ ♦ ♦ ♦ Interactive charts.On. you can enter the hours for suspending alert delivery in your user account time. You can set this option if your user account is in a different time zone from the Data Analyzer server. Display font used by your user account. If you select On and you are using the Mozilla Firefox browser. Click Manage Account. and time formats for your user account. Select a font between 10 and 18 points. click Edit. you can display the time portion of dates in a 12-hour (AM/PM) or a 24-hour clock. zoom. graphs. the time portion of dates always display in a 24-hour clock.

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

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

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

314 Chapter 25: Managing Account Information .

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

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

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

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

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

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

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

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

The value of E is equal to 2. 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. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians.718281828459. Otherwise. the function returns the cumulative binomial distribution. For example. 8)*E ♦ PI. The value of PI is equal to 3. the following expression returns 0. in the BinomDist function.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. such as brackets and pipes. You can replace the argument names with the values you want to pass to the function. When you point and click instead of manually entering the expression. Data Analyzer displays the names of the required arguments in the expression. and the life of the asset is 8 years: SLn(1000.14159265359. Note: Constants are not case sensitive. salvage value is $175. Constants Use the following constants anywhere in an expression: ♦ E.000. Data Analyzer supplies any necessary additional characters. PI is a real number that is used in many mathematical calculations. you have an expression that returns the straight-line depreciation of an asset for one year. The Context argument is a special type of argument that sets the scope for a function. it does not return the cumulative binomial distribution. You want to calculate the natural logarithm of the depreciation of the asset in each year. If Cumulative is TRUE. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. To minimize syntax errors. Use the E constant to calculate the natural logarithm of a numeric value.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument. E is a mathematical constant that is the base of the natural logarithm. For example. 175. For example. Use the following expression where the cost of the asset is $1. When you use the point-and-click method to add a function to the expression. you can use TRUE or FALSE as the value of the Cumulative argument. Constants 323 .

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

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

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

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

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 .

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

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 .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.

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 . 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.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. 208. 142 data restrictions icon described 14 DataAnalyzer.

252 with Japanese fonts 253 exporting report data Excel functions 271 Excel template areas 267 overview 148. 265 to Microsoft Excel 263 using Excel template 263. 252 refreshing data 269 retaining Data Analyzer formatting 263 to Excel PivotTable 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 .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.

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 .F FALSE constant description 323 feedback on a dashboard 256 on a report 256 filter identifiers description 86 hiding attributes 88 using in reports 86 filters See also attribute filters See also filtersets See also metric filters advanced grouping mode 74 advanced mode 73 applying dashboard filters 22 basic mode 73 creating dashboard filters 51 creating filtersets 83 dashboards 21 date attributes 75 deleting from reports 90 description 73 grouping 74 restricting removal from a report 73 simple grouping mode 74 summary 79 using filter identifiers 86 viewing the SQL query 73 workflow reports 114 filtersets creating in Create Report Wizard 84 creating on Analyze tab 84 description 83 using in reports 85 Find tab components 28 description 12 overview 27 subscribing to items 130 fiscal calendar time settings in reports 64 flagging reports 35 shared documents 35 flat gauge indicators description 283 folders adding shared document links 41 changing description 40 changing name 40 copying 36 creating 39 modifying information 40 moving 35. 36 moving items in folders 36 navigating 33 removing items from 37 renaming 40 shortcuts 40 viewing folder properties 39 334 Index viewing information 40 viewing properties 37 viewing report properties 37 viewing shared document properties 41 fonts autosized for charts 232 changing size for your user account 310 settings for report tables 108 formats displaying in charts 231 highlighting rules 173 setting for report tables 106 formatting composite reports 144 dashboards 250 From email address for alerts modifying in DataAnalyzer.

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.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.GroupBySuppression. 169 K keyboard navigation accessibility 315 keywords in composite report properties 143 in dashboard properties 126 in report properties 125 L labels overlapping in report charts 239 language See also Data Analyzer Administrator Guide displaying report charts 242 setting language display 310 user account 3 layout creating custom for dashboards 46 selecting for dashboards 46 setting a default for dashboards 47 setting for report table 100 layout context using 212 layout keywords using in expressions 214 layout-dependent custom attribute restrictions 212 custom metric restrictions 212 layout-dependent custom attributes description 222 layout-dependent metric calculations description 197 legends report charts 234 line bar combo report chart description 226 line report charts displaying statistics 231 log in changing password 309 Data Analyzer 7 log out Data Analyzer 8 logical operators description 325 Index 335 I inclusive permissions See access permissions indicators animation 275 changing name on dashboards 52 charts 275 creating 273 description 273 gauges 275 position-based 274 refreshing 20 tables 275 trend 284 troubleshooting 287 user access 275 value-based 274 value-based indicators with time settings 274 viewing interactive indicators 310 . 238 Hide Metadata button for charts 233.

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. 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 .

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

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. 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 .

73 setting format and style 99 setting report table formats 106 setting report table layout 100 setting the time 63 subscribing users 128 time keys 56 undoing changes on the Analyze tab 167 unsubscribing users 129 update setting 124 viewing information 38 Revert link on Analyze tab 167 row attributes description 100 row banding in reports 108 row numbers in report tables 107. 110 copying on Find tab 36 creating 5 creating analytic workflows 113 creating filtersets 83 creating sort orders 111 custom attributes 219 customizing report charts 225 data lineage 38 defining report properties 123 description 5 displaying 152 drilling 178 drilling anywhere 182 emailing 254 exporting data 148. 36 overview of report-level tasks 167. 169 message for empty reports 108 metadata 14 metrics only 55 modifying attributes 193 modifying metrics 193 moving within folders 35. 252 flagging 35 hiding metadata and data actions 107 indicators for multi-page report 281 invalid characters for Report Name field 164.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. 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. 110 rows configuring for each page 108 draw data series along table rows 229 running reports 152 Index 339 .

142 security profiles description 124. 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.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 .

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

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

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