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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

26 Chapter 3: Using Dashboards .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

44 Chapter 4: Accessing Data Analyzer Content .

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

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

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

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

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

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

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

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

Dashboard filters

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

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

To preview a dashboard: 1.

On the Create Dashboard Wizard, click Preview.

Gauge type list Size list

2.

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

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Chapter 5: Creating a Dashboard

3. 4. 5.

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

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

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

Publishing a Public Dashboard

53

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Chapter 5: Creating a Dashboard

CHAPTER 6

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

Overview, 55 Adding a Metric to a Report, 55

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

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

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

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

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

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

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

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

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

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

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

2.

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

3. 4. 5. 6.

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

7.

Click Add for the metric.

Adding a Metric to a Report

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

Selected metrics

Option for selecting time keys

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

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

9.

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

10.

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

11.

To save the report, click Save.

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Chapter 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

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

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

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

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

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

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

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

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

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

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

Attribute Folders Task Area

Details Task Area

Results Task Area

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

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

3.

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

4.

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

5. 6.

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

Adding an Attribute to a Report

61

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

Selected Attributes Move Up and Move Down Buttons Remove Button

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

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

8.

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

9.

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

10.

To save the report, click Save.

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

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

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

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

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

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

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

72 Chapter 8: Adding Time Settings to a Report .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

98 Chapter 10: Ranking Report Data .

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

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

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

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

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

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

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

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

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

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

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

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

Bold Italic For a metric. click Display Custom Message and enter the message you want to display. check Show Row Banding. If you sort report data based on an attribute and if the report contains many rows with the same attribute values. and Right for metrics. Select the color you want to use or select Custom and enter a valid HTML hexadecimal color code. For an aggregate calculation. Enter the PDF Display Options information. For an attribute. such as #FFFFCC. Default is Black. 9. check Hide Report Data Actions by Default. For a metric calculation. 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. Default alignment is Left for row attributes. You cannot set alignment for aggregate calculations in the reports.Regular . the default is Bold. columns.Italic . Color of the metric or attribute on the report. and sections in ascending or descending order. Text Color Align 8. Alignment of the metric or attribute in the report. You can also create a nested sort order. Enter the Fonts information: Property Font Style Description Font style of the metric. To hide data action buttons when the report is viewed on the Analyze tab. the default is Regular. You can sort the report rows. To hide report metadata when viewing a report on the Analyze tab. 10. Aggregate calculations inherit the alignment that you set for the metric on which the calculation is based. Creating a Report Table Sort Order 111 . To create a custom message to display when reports return no data. 11.7. click Save. 12.Bold . you can sort these rows based on another attribute or metric. or aggregate calculation. Center for column attributes. the default is Bold. check Hide Report Metadata by Default. To save the report. attribute. the default is Bold Italic. To display data in the report with row banding. 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.

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

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

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

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

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

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

When creating a report link. Each time Data Analyzer runs a report. Click Layout and Setup > Workflows. click Return to Workflow to return to the Workflows tab. 5. you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays. in the workflow described on Figure 11-15 on page 114.00) 118 Chapter 11: Configuring Layout and Setup for a Report . 2. you cannot create a report link in the Orders Received by Customers report that links to a parent report or to a report in the other workflow branch. it evaluates report data and re-establishes report links. 6. To make any changes to the workflow report. Enter information about the workflow report. 1000. click Return to Report Wizard. For example. click Edit Report. You can create the workflow report on the Create Report Wizard in workflow mode. and click Add. Click the report name. 3. You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. you can create a report link in the Quantity by Category report that links to the Quantity Ordered by Group report or to the Orders Received by Customers report. Data Analyzer adds the report to the workflow and displays the Workflows tab. Use report links to view workflow reports with an additional attribute filter. Navigate to the folder from where you want to add the report. -orCreate a query to search for the report. save the primary report.To use an existing report as a workflow report: 1. For example. To display the Create Report Wizard in workflow mode. Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard. 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. The following condition enables the link: GreaterThan({Revenue}. To save the report as part of the workflow. Data Analyzer displays the workflow report with the associated attributes as a filter. After you create the workflow report. click the Edit Report button for the report. 4. However. the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. When you use a report link to access a workflow report. To set the properties of the workflow report.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

click Save as New Rule to save the rule as a new rule. To edit a broadcasting rule for a report: 1. Data Analyzer activates the rule. you can also change the rule name and save it as a new rule. Note: To save these changes. you must save the report. click Publish > Broadcasting. The broadcasting rule displays in the Edit Broadcasting Rule task area. You can also activate or deactivate a broadcasting rule for a report. In the Broadcasting Rules task area. To deactivate an active broadcasting rule. and destination folder for a broadcasting rule. When you edit a broadcasting rule. 5. click Save. select the check box for the rule. To edit any other aspect of the broadcasting rule. recipients. click the Edit button for the broadcasting rule you want to delete. You can add recipients to the rule or remove recipients from the rule. the changes apply to other reports or dashboards that use the broadcasting rule. To remove a recipient. Deleting a Broadcasting Rule for a Report To delete a broadcasting rule for a report: 1. 2. To save the report. 3.9. Data Analyzer saves the report. When you edit a broadcasting rule. On the Create Report Wizard. click the Edit button for the broadcasting rule you want to edit. -orIf you changed the rule name. in the Broadcasting Rules task area. 10. The broadcasting rule appears in the Edit Broadcasting Rules task area. Click Save Changes to save the changes to the rule. and click the Delete button. On the Create Report Wizard or Create Composite Report Wizard. The Broadcasting tab appears. in the Broadcasting Rules task area. in the Broadcasting Rules task area. Make the necessary changes. Data Analyzer displays the broadcasting status as active. Click Create Rule. click the recipient. clear the check box for the rule. Click Delete Rule. Editing a Broadcasting Rule for a Report You can edit the name. 3. Data Analyzer deletes the rule and removes it from the list of broadcasting rules in the Broadcasting Rules task area. The rule appears in the Broadcasting Rules task area on the Broadcasting tab. To activate a deactivated broadcasting rule. On the Create Report Wizard or Create Composite Report Wizard. broadcast content. 2. Data Analyzer displays the new rule in the Broadcasting Rules task area. 4. Broadcasting a Report or Dashboard 135 . The Broadcasting tab appears. click Publish > Broadcasting.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

150 Chapter 13: Working with Composite Reports .

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

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

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

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

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

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

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

you create a report to display the total sales revenue for each division in your organization. For example. The GROUP BY clause groups the metric values by all attributes in the report. you must verify that the SQL query is valid before running the report.Suppressing the GROUP BY Clause Any report that contains a metric includes a GROUP BY clause and metric aggregation in the SQL query for the report. 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. If you suppress the GROUP BY clause in a report that contains a metric with a CUSTOM or CUSTOM+ aggregation method. Figure 14-3 shows the GROUP BY clause and the metric aggregation in the SQL query for a report containing a single metric: Figure 14-3. The metric aggregation aggregates the group of metric values according to the aggregation method defined by the Data Analyzer system administrator for the metric. Sample Report Using GROUP BY Clause and Metric Aggregation When you click Suppress Group By Clause in the View Query page. 158 Chapter 14: Running a Report . you may need to edit the SQL to remove the CUSTOM or CUSTOM+ metric aggregation. For example. The SQL query for the report groups all values by the Division attribute and performs a sum aggregation on the Revenue 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.

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

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

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

To save the report. Using Stored Procedures in the Edited SQL Query If you use data from an Oracle or SQL Server database. Contact the database administrator for information regarding the stored procedures you can use. The View SQL page displays the edited SQL query for the report. Data Analyzer displays stored procedures created by the user name that Data Analyzer uses to connect to the database. To use a stored procedure in the edited SQL query: 1.3. preserve data integrity. To use a stored procedure. click Save. For an SQL Server database. so that it can be shared by different programs. 6. It is compiled and stored in the database. you can control access to data. To revert to the default SQL query for the report. A stored procedure is a named set of SQL statements. To revert to the edited SQL query for the report. click Use Stored Procedure. Click OK. type the global variable name enclosed in dollar signs. 2. This user name is defined in the data source properties. Data Analyzer replaces the default SQL query for the report with the stored procedure code. You can enter a value as the input parameter or use a global variable as the input parameter. 3. -orTo select a global variable as the input parameter. you can modify the report from the Analyze tab. 4. click Select Global Variable as Value. For an Oracle database. As a result. The Use Stored Procedure window appears. When you use a stored procedure. If the stored procedure requires input parameters. enter the input parameter values. click Use Stored Procedure. Data Analyzer displays all stored procedures in the database. When defining a time dimension table if the system administrator set the value of Today using the SQL option. 7. Once you revert to the default SQL query for the report. If you use a global variable. Data Analyzer does not validate the stored procedures. Note: Use stored procedures that are in the same data warehouse as the metrics and attributes in the report. You must use correct syntax in the stored procedure and ensure that it returns the correct output. Reports with time settings use data from time dimension tables. click Revert to Edited SQL. click Revert to Default SQL. Select a stored procedure. you can use a database stored procedure as the SQL query for on-demand reports. A prompt allows the user to select the global variable when displaying the report. Modify the SQL query. From the Edit SQL page. you cannot use a stored procedure in the SQL query for the report. you can create a prompt for the global variable. and improve productivity. Some stored procedures require input parameters. You must use a stored procedure that returns a result set. Select the global variable to use as the input parameter. 5. The Select a Global Variable window appears with the list of all global variables defined in the repository. The stored procedure must return the same number of columns as the columns (attributes and metrics) in the default SQL query. Use a stored procedure as the SQL query for a report to reuse the SQL code. 162 Chapter 14: Running a Report . -orTo manually enter a global variable name as the input parameter.

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

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

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

166 Chapter 14: Running a Report .

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

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

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

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

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

Enter ranges in ascending order. if your language is French. If you do not add formatting characters. you must modify the highlighting rule. To modify highlighting in the charts or indicators. you can use comma as the decimal symbol. Data Analyzer saves the numeric values in the standard format of your language. 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. 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. after you create the highlighting rule. 172 Chapter 15: Analyzing a Report . For example. When you enter the ranges. Highlighting in a Bar Chart You cannot modify the highlighting directly in the charts or indicators. 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. you specify ranges for the values that you want to highlight. For example. the lowest configured range does not appear highlighted in the report table.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4.

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

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

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

6.

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

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

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

4.

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

5.

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

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

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

2.

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

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

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

4. 5.

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

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

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

2.

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

3.

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

4.

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

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

5.

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

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

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

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

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

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

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

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

Attribute value for the analysis filter.

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

2.

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

3.

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

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

Analysis filter

Data based on the analysis filter

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

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

Alert Notification icon

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

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

5.

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

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6. 7.

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

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

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

3.

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

4.

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

5.

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

6.

Click Close.

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

Adding a Related Link

187

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Calculations that involve multiplication and division may result in higher precision than the values included in the operation. with a precision of four. functions.20) . Data Analyzer rounds the value to the highest precision in the expression. Data Analyzer uses the precision of the value with the highest precision. The result of the calculation is 103. 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. Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression. Data Analyzer assigns the return value the same precision as that of the value with the highest precision. For reports with time settings. Highlight the metric values.20) . The value of the custom metric is 403. Create chart or gauge indicators. For example. Use multiple operators. you have the metric Sales Price with a value of 402. For example. the custom metric or custom aggregate has two as the default precision. 206 Chapter 17: Adding Calculations to a Report . However. If none of the values in the expression has a precision of two or more. while . you can calculate the total value of each product in your inventory using the product list price in a custom metric expression. Therefore.1186.86 in the custom metric expression: {Sale Price} + . you can create the following custom metric expression: ((({Revenue} * 1.9379.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression. When any of the values in an expression has a precision of two or more.2586) Sales Price has a precision of two. For example. 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. These non-numeric metrics display in the report table as any other custom metric. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1.938. while . you have the metric Sales Price with a value of 402. For example.258) Sales Price has a precision of two.2586 has a precision of four.86 in the custom metric expression: {Sale Price} *.258 has a precision of three.8. and constants (numeric values) in the custom metric expression. You can also save the modified report as a new report. The syntax for some functions allows you to use certain keywords. you can use the applicable time attributes as keywords.{Expenses} If you want to see the estimated profit as a percentage of the actual profit. Display in charts. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts. the value of the custom metric is 103. Use Date and Time and String functions to create custom metrics that generate non-numeric values. Click Save.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Regional % Calculation is a layout-dependent metric. North. Custom metrics include mathematical expressions that involve other metrics or custom metrics in the report. since it displays the % contribution for each metric value in the Sales column. Plot the chart along table rows or display metrics as columns in the report table. The following is an example of the data in the report table: Region North South East West Sales 100. Data Analyzer displays the same calculated values in the report charts as in the report table. running average. Displaying Calculations in a Chart You can display the following types of calculation in a chart: ♦ ♦ Basic metric. There are four regions. Data Analyzer does not recalculate values for the layout-dependent metric. you have a report that displays the Sales metric and the Region attribute. If you create a chart using some of the attribute values. If there are more than one metric in the report.Figure 19-5 shows a chart along table columns: Figure 19-5. the chart displays all metric values in the same color.000 400. Data Analyzer recalculates the values for the layout-dependent metric calculation. and running total calculations.000 250.000 250.000 Regional % Contribution 10% 25% 25% 40% 230 Chapter 19: Working with Report Charts . You add the Regional % Contribution metric calculation to the report. in the chart. and West. that display in the report table. 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. the values in the table or chart indicator might not be the same as those in the report table and report chart. When you have a layout-dependent metric calculation in a report table. For example. Custom metric. Note: You can plot a bubble chart or geographic chart along table rows only. Data Analyzer does not display legends in the chart. East. Basic metric calculations include percentage. If you create a table or chart indicator. As a result. South.

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

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

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

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

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

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

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

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

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

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

Use for horizontal chart types such as horizontal bar. Density value for dotted vertical grid lines for the X axis. For example. or bubble charts. Data Analyzer displays both dotted and solid grid lines for the axis. bar. Density value for dotted horizontal grid lines for the left Y axis. Gridline Density Options Option Auto Description Select Auto if you want Data Analyzer to use 5 as the default value for X Minor. Customizing the Display of a Report Chart 241 . Data Analyzer performs the following calculations on these values: 1. 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.Configuring the Grid Lines for a Report Chart You can customize the grid lines that display for charts such as line. Use for horizontal chart types such as horizontal bar. Clear Auto and set all axis values to None to display no grid lines in the chart. Data Analyzer calculates the actual number of grid lines for an axis depending on the Gridline Density value and the maximum metric value for the report chart. depending on the chart type. or Y-2 Minor. Data Analyzer uses an algorithm to calculate the grid line interval depending on the Gridline Density value and the maximum metric value for the chart. Data Analyzer displays dotted grid lines and uses a Gridline Density value of five for each chart. Y-1 Minor. Uses the following expression to calculate the upper range of the scale for the chart: UpperRange = MaxMetric + MaxMetric/10 MaxMetric is the maximum metric value. the following figure displays dotted horizontal grid lines at intervals of 5.000 By default. If the grid lines overlap. only the solid lines display. Density value for dotted horizontal grid lines for the right Y axis. Grid lines are horizontal and vertical lines used as a reference for locating points on the chart. Table 19-2 explains the chart options you use to configure the grid lines for a report chart: Table 19-2. You can configure the Gridline Density value and whether the grid lines display as dotted or solid lines. Density value for solid vertical grid lines for the X axis.000 for a standard bar chart: Grid lines at intervals of 5. Density value for solid horizontal grid lines for the left Y axis. Density value for solid horizontal grid lines for the right Y axis.

2. Divide Interval by 10 until Interval is equal to one digit.29 Y-1 Minor = 10 UpperRange = 41. see the documentation for your operating system. for a total of eight grid lines (41. you might need to complete the following tasks to display text correctly in a report chart: ♦ Install the correct fonts for your language. 2.12/5.71 Interval = 4 (4. or 5. 2.000 MaxMetric = 38.088. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer. Multiply Interval by 10 n times. 242 Chapter 19: Working with Report Charts . − − If you select the Interactive Charts option to view charts. Multiplies Interval by 10 n times.000 Data Analyzer displays grid lines at intervals of 5. Calculating the Number of Grid Lines Calculations 1. 4.12 Interval = 8.71 divided by 10 three times. truncates the decimal values.897.000. 4. 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 19-3.897.897.29. you must install the fonts on the machine that hosts Data Analyzer.189. Data Analyzer displays grid lines at intervals of 2. or 5. To determine the total number of grid lines. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese. Subtract Interval by one until Interval equals 1.379. for a total of 20 grid lines (41. ♦ Edit the Chart. Subtracts Interval by one until Interval equals 1. MaxMetric = 38.12/2. To determine the total number of grid lines.Fontname property in DataAnalyzer. If you do not select the Interactive Charts option. truncate the decimal values. divide UpperRange by the final Interval value.189. UpperRange = MaxMetric + MaxMetric/10 2.) Interval = 5 Interval = 5*10*10*10 = 5. 5.000 = 8).42 Interval = 8 (8.29 Y-1 Minor = 5 UpperRange = 41.897. 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. Divides Interval by 10 until Interval is equal to one digit.000 = 20). For example. Interval = UpperRange/Density 3.properties to include the correct fonts.379. Data Analyzer displays grid lines at this interval. For information about how to install fonts on your machine. and records the number of times Interval is divided by 10.088.000. where n is the number of times Interval was divided by 10 in step 3.088.12 Interval = 4. 3. 5.) Interval = 2 Interval = 2*10*10*10 = 2. divide UpperRange by the final Interval value. you create a report chart that has a maximum metric value of 38. and record the number of times Interval is divided by 10.42 divided by 10 three times. where n is the number of times Interval was divided by 10 in step 3.

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

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

and then click the XML file name. you must modify the SHAPE elements. 6. click Charts on the Analyze tab. Name identifies area in the map. you may need to associate each shape in the XML file with an attribute value.39147186279297" ymin="32. Displaying Geographic Charts 245 . To associate each shape in the XML file to an attribute value: 1. Display a Geographic Chart” on page 245. Display a Geographic Chart If you create a report with one attribute associated with a map XML file.12445068359375 ymax="42. You need to modify the SHAPE elements only for the areas you want to show data in the report. Set the attribute value for the shape to a value in the attribute associated with the map. 3. Note: Attribute values are case sensitive. locate the line with the following text: <SHAPE name=” The name of the SHAPE element is the name of the area in the map. Restart Data Analyzer and then go to “Step 4. Associate Each Shape to an Attribute Value After you associate the XML file with an attribute. to associate the shape named California in the usa.If the values of the attribute match the ATTRIBUTE values in the SHAPE elements in the XML file.00234603881836"> <ATTRIBUTE value="California"/> Set the attribute value for the shape to CA: <SHAPE name="California" xmin="-124. Repeat steps 1 to 3 for each area in the map that you want to use for the attribute in the report. Each map has a number of shapes for specific areas in the map.xml map with the attribute value CA.53572463989258" xmax="-114. Restart Data Analyzer. Value must match a value of the attribute associated with this map. Continue with the next step. To view the geographic chart for the attribute. If the values of the attribute do not match the ATTRIBUTE values in the SHAPE elements in the XML file. 2. In the XML file for the map you want to use.12445068359375" ymax="42. 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. For example. Step 3.53572463989258" xmax="-114. Save the XML file.39147186279297" ymin="32. Step 4.00234603881836"> <ATTRIBUTE value="CA"/> 4. Data Analyzer displays a link for the XML file when you display the report on the Analyze tab. locate the following element: <SHAPE name=”California" xmin="-124. Modify the SHAPE element for each area you want to show data on the report. you do not need to modify the SHAPE elements.

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

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

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

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

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

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

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

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

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

The Attachments page appears.) or a semicolon (. This option is not available when you send the report or dashboard as Link Only. Email address for blind carbon copying the email. Format for the report or dashboard. Enter the following information: Property To Cc Bcc Subject Send report as/Send dashboard as Send link with message Text box Description Email address of the recipient. The Contacts window appears. Data Analyzer sends the report or dashboard as an attachment in the format you select. 4. you can email the report or dashboard to a contact in the directory. and click Go.). Select this option to include a hyperlink to the report or dashboard in the body of the email. To select an email recipient from a directory: 1. Cc. 5. in the Search field. You can send the email to more than one recipient. Click Send. and click Attach File to attach the file. 3. You can include more than one email address. or Bcc. 6.4. Data Analyzer sends the email to the specified recipients. Select the directory from the Select a Directory list. -orIn the Email Document window. Note: If the Data Analyzer system administrator has configured the LDAP directory. Separate multiple email addresses by a comma (. Subject of the email. you can email the report or dashboard to a contact in the directory. You can include more than one email address. Click To. enter the contact last name. Click Browse to select a file. click To. click the contact. Cc. In the Email window. Selecting Email Recipients from the LDAP Directory Service If the Data Analyzer system administrator has configured the LDAP directory service. If you select Link Only. Email address for carbon copying the email. Emailing a Report or Dashboard 255 . Click OK. To attach another report or dashboard to the email message. click To. In the Contact List text box. -orTo search for a recipient. Cc. 2. or Bcc. Data Analyzer sends a hyperlink to the saved report or dashboard instead of an attachment. Body of the email. click Attachments. or Bcc.

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

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

258 Chapter 20: Sharing Report or Dashboard Information .

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

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

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

To upload the Excel template. If you specify a different template name. Do not edit the report name. Data Analyzer uploads the template as a new template for the report. Click Enable Macros to open the template.Uploading the Excel Template After you edit the Excel template. Click the Refresh button in your browser to see the uploaded template name in the Manage Templates task area. broadcast. Edit the report that the Excel template is based on. Data Analyzer prompts you to install it and provides the SOAP Toolkit 3. 6.0 installed on the machine where you saved the Excel template. Click Save. upload it to the Data Analyzer repository so you can use it to export. After you edit the template. 2. If you do not have Microsoft SOAP Toolkit 3. 262 Chapter 21: Working with Microsoft Excel . Enter a user name and password. Data Analyzer prompts you for your user name and password.0 on your machine.0 on your machine. or archive the report data. Deleting an Excel Template In the Manage Templates task area of the Templates tab. 5. you can view a list of the uploaded Excel templates and edit Excel templates. Click Edit. 5. Data Analyzer displays a warning message. Data Analyzer uploads the template for the report you used to create the template. On the Templates tab. 3. Open the Excel template on your local drive. 6. The report appears on the Create Report Wizard. upload it again to the repository. 4. After you edit an Excel template. Use the following format for user name: username@namespace. 7. you can delete templates from the Data Analyzer repository. Click Publish > Templates. To upload an Excel template: 1. Editing an Excel Template In the Manage Templates task area of the Templates tab. You can choose to overwrite the template in the repository. Data Analyzer displays the template name and report name for you. 3. you must have Microsoft SOAP Toolkit 3. broadcast. Click Save. upload it again to the repository. Edit the template in Microsoft Excel. If the template name exists for the report in the Data Analyzer repository. 2. 4. or archive the report data. If you do not have Microsoft SOAP Toolkit 3. select the template you want to edit from the Manage Template task area. Data Analyzer prompts you to install it. You can now use the Excel template to export. Click the Upload button in Microsoft Excel. To edit an Excel template: 1.0 installation. Microsoft Excel launches.

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

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

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

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

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

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

The Excel file based on the template appears. Refreshing Data in an Excel File When you export a report to an Excel PivotTable or to an Excel file based on an Excel template. Data Analyzer runs the report to get new data from the data warehouse. You must enter the user name and password to refresh data. Save the file to the local drive. Note: Before you can refresh data in an Excel file. Click the Refresh button. Do not click Open in the File Download dialog box. you must set the security level in Excel to Medium to enable macros. Excel file based on a template. When download completes. You need to install the SOAP Toolkit 3. 2. Data Analyzer displays templates that exist in the repository for the report. Data Analyzer displays the URL of the Data Analyzer server and the report name. 9.0 to refresh data in an Excel file. If you do not want to refresh data. Data Analyzer prompts you to install it. or the Excel template. When you view the Excel file based on the template for the first time. the file contains old data in the template file. 7. If you have version 3. Data Analyzer gets cached data from the repository. To refresh another report in the Excel PivotTable. open the file. You may edit the format of the report within Excel. Each time you open an exported Excel file based on a template. 4. Open the Excel PivotTable. You can also refresh data in the Excel template.0 of the Microsoft SOAP Toolkit installed on your machine. 8. If you click Refresh in an Excel PivotTable with more than one report. close the dialog box. Enter the user name and password to refresh data in the Excel file. Data Analyzer uses a macro to refresh data when you click the Refresh button in the Excel file. Click Get Report. 10. Data Analyzer refreshes the report on the active worksheet. Exporting Report Data to Microsoft Excel 269 . You must save the file to the local drive before opening the file.0 installation and prompts you to install it if you do not have version 3. If you do not have version 3. Enter your Data Analyzer user name and password. 3. Microsoft Excel launches. Enter the user name and password of the user who is exporting the report. you have the option to refresh data. Choose a template. You can set the security level in Excel by choosing Tools > Macros > Security. 6. Data Analyzer provides the SOAP Toolkit 3. Click Export. skip to step 4. When you refresh data in an Excel file that contains a cached report.0 of the Microsoft SOAP Toolkit on the machine where you save the Excel file. click the worksheet and then click Refresh. Steps to Refresh Data in an Excel File To refresh data in an Excel file: 1. 5. Formatting in the Excel file does not change when you refresh data. Click Enable Macros in Microsoft Excel. Data Analyzer may prompt you to enter a user name and password to refresh data.0 of the Microsoft SOAP Toolkit on your machine. 5. For on-demand reports.4.

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

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

0 on the machine where you save the Excel file when you perform one of the following tasks: ♦ ♦ ♦ Add reports to an Excel PivotTable. The Microsoft SOAP Toolkit 3. 2. Refresh data in an Excel PivotTable. Click Next. Click OK. 7.0 installation. 3. Click Browse to select the folder where you want to install Microsoft SOAP Toolkit. Click Open when the download completes. 272 Chapter 21: Working with Microsoft Excel . Click OK to open the Microsoft SOAP Toolkit installation file. Data Analyzer provides the Microsoft SOAP Toolkit version 3. Add Report.0 installation program appears. and click Save. 6. template. 5. When you use the Refresh. Upload an Excel template. You can now return to Microsoft Excel to refresh the Excel file or add a report to the Excel PivotTable. To install Microsoft SOAP Toolkit: 1.Installing Microsoft SOAP Toolkit You need the Microsoft SOAP Toolkit version 3. Click Close when the installation completes. You must have administrator rights on the machine where you want to install the SOAP Toolkit. Choose a directory to install Microsoft SOAP Toolkit. 4. Data Analyzer prompts you to install Microsoft SOAP Toolkit if you do not have it on your machine. 9. Click the Disk Cost button to see the amount of disk space required on each drive for the installation. Click Next twice to start the installation. or report exported using an Excel template. or Upload buttons in an Excel file. Click Save to save the Microsoft SOAP Toolkit installation files on your machine. Data Analyzer downloads the Microsoft SOAP Toolkit installation files. It prompts you to install the SOAP Toolkit if you do not have it installed on the machine where you saved the Excel file. 8.

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

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

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

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

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

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

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

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

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

You cannot modify the chart or table indicator. The Edit Indicator page appears. Display the report where you want to edit a chart or table indicator on the Analyze tab. If you only have read permission on a report. Data Analyzer permanently deletes it from the repository. Data Analyzer deletes the indicator from those dashboards. 2. To delete a personal chart or table indicator. To modify a personal chart or table indicator. select the new values in the report table. click the indicator name. click the indicator name. click Preview. 4. If you change the type of the indicator from value-based to position-based. The Preview Indicator window displays the updated chart or table indicator. Display the report on the Analyze tab. In the Indicators task area. To add a chart or table indicator to your personal dashboard: 1.Modifying a Chart or Table Indicator When you modify a chart or table indicator. you can view any chart or table indicators in the report. Display the report where you want to delete a chart or table indicator on the Analyze tab. Data Analyzer deletes the indicator from the report and all dashboards. you might need to select the values for the indicator again. 5. click the indicator name. you must have write permission on the report. To delete a chart or table indicator: 1. The Edit Indicator page appears. You can add the chart or table indicator to your personal dashboard. In the Indicators task area. You can add your personal indicators or any public indicators to your personal dashboard. 6. you must have read permission on the report. see Table 22-1 on page 278. When you delete a chart or table indicator. Deleting a Chart or Table Indicator You can delete a chart or table indicator from a report. Click Delete. you must have write permission on the report. 2. 2. Click OK. 3. To delete a public chart or table indicator. To change the metric or attribute values for the indicator. Modify the indicator. In the Indicators task area. you must have read permission on the report. 3. and click Update in the Indicators tab. If the indicator appears on any personal or public dashboards. To modify a chart or table indicator: 1. To preview the indicator. 282 Chapter 22: Working with Indicators . To modify a public chart or table indicator. you must have read permission on the report. For more information about chart or table indicator display options. Data Analyzer updates it on all dashboards that contain this indicator. To add a chart or table indicator 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 set a range for the metric value. you can specify text labels for each range of values. and real-time reports. cached. ♦ Working with Gauge Indicators 283 . When you create the gauge indicator. you want to create a gauge to monitor sales for all products in the Boys Apparel category. After you create the gauge indicator and add it to your personal dashboard. acceptable. “acceptable. You can add multiple gauge indicators to a public or personal dashboard for each report. you can use it to track the metric value. You can create circular gauge indicators for on-demand. and you want to monitor revenue for the business books group. You can select shades of green. The color code classifies the range of values as good. electronics. or poor. A flat gauge is a line representing a range of values. select the containers where you want to add the indicator. Click OK. For example. It consists of a range of values and a needle showing the current metric value. 4. You can create flat gauge indicators for on-demand. Value Ranges You create gauge indicators for single metric values. Sales for business books were slow last quarter. You must enter numeric values that correspond to the values in the report table.” and “good” as the text labels for the range of values for the gauge indicator. or poor. These values must be positive and in ascending order. or red colors for the ranges. After you specify the value ranges. A circular gauge is a dial. cached. you can specify up to six value ranges. and real-time reports. Gauge indicators display numeric values with precision up to 15 digits to the right of the decimal point. These text labels help you identify the performance of the metric value. you set a color code for each range. your organization sells books. Working with Gauge Indicators Use a gauge indicator to monitor a specific metric value in a report. Flat. The color code provides a visual cue about the performance of the metric value. You can specify “poor”. In the Add Indicator to the Following Containers on My Personal Dashboard field. similar to a speedometer. When you create a gauge indicator. In the gauge indicator. you specify value ranges for the metric value you want to display in the indicator. yellow. Gauge indicators are always value based. The gauge indicator lets you determine if the metric value is within an acceptable range. and movies online. A needle shows the current metric value. You have a report that displays revenue for each group in each division of your organization. Data Analyzer adds the indicator to the selected containers on your personal dashboard. When you display this indicator on a dashboard. For example.The Edit Indicator page appears. any date attributes display in the date format specified in the report. 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. acceptable. Text Labels for Value Ranges When you create a gauge indicator. You can create a gauge indicator to monitor the revenue metric value for business books. you can read the text label to quickly identify the performance of the sales for Boys Apparel. 3. When you create the indicator.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Working with Data Alerts 303 .00 Current revenue rose by 10. When Data Analyzer runs the alert.♦ Percentage of Metric.00 Current revenue fell by 10.000 and $60.611.000 or falls below $40. ♦ For example. For more information. This operand is available when you create selfreferential alert rules. to create an alert rule that notifies you when the revenue of business books falls below a certain threshold.00 Current revenue fell by 5000. Percentage of the current metric value.000 Current revenue rises or falls by 15% Revenue rises above $60. If you select Metric or Percentage of Metric as the operand. This operand is available if the report has two or more metrics.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. Percentage of Self. Percentage of another metric in the report. Delete a data alert from the Analyze tab. it compares the current revenue value against the specified numeric value. View an alert notification on the Alerts tab and other alert devices you might have registered. see “Viewing or Editing the Alert Rules” on page 292. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.00 or more to 13. Modify or delete a data alert from the Alerts tab. this operand is available if the report has three or more metrics. the alert triggers and you get a notification. If the current revenue is less than or equal to the specified numeric value. If you select the Rises Above or Falls Below or Is Between operator.719.00 or more to 13.719.00 or more to 20000.611.000 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. Modify a data alert from the Analyze tab. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2. the attribute values for the operand metric are the same as that of the metric value for the alert rule.00 Current revenue rises or falls by $10. 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 5000.00 or more to 20000. you can select a Numeric Value as the operand.

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

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

. Select an alert schedule from the Alert Schedule list. By default. 306 Chapter 24: Setting Up Report Alerts . a green dot marks the alert in the Alerts task area of the Analyze tab. For real-time reports. Department for the alert. For on-demand reports. Set Alert State Set Alert Delivery Options More Options Specify Category Specify Department Set Alert Schedule Select Alert Rule as Public or Personal 9.7. you can set the state of a public alert.Run Alert Rule. you receive a notification on the Alerts tab and any other selected alert delivery device.Personal Default is Personal. you receive all alert notifications on the Alerts tab. To view the Select Operand Type list. If you change the state of the alert from active to inactive. Data Analyzer checks the alert rule against report data according to a specified alert schedule.Public . a red dot marks the alert in the Alerts task area of the Analyze tab.Active . You receive this message when the alert triggers. The data alert rule appears on the Alerts tab. It also appears on any other alert device that you might have registered. click the Select Operand Type button. schedule. Option to select additional alert delivery devices. Enter or select the value for the operand. You can choose to deactivate the alert. The data alert name appears in the Alerts task area of the Analyze tab. For cached reports. You do not need to select a schedule. Schedule for checking the alert rule against report data. you can edit a data alert. Category for the alert. You can select from the following options: . If you change the state of the alert from inactive to active. public alerts are active. When the metric value reaches the specified threshold value. select Trigger This Alert Once. rule. Select from the following options: . This message appears in the Alerts area (normal mode) of your personal dashboard. but these alerts do not trigger any notifications. If you register other alert delivery devices with Data Analyzer. or state of the alert. If you select this option. Default is Run Alert on the Report Schedule. When you edit an alert. User access for the alert. Data Analyzer stores inactive alerts in the repository. Data Analyzer runs the alert rule when it gets a new message stream for the report. 8. Then Make it Inactive. Enter the following information: Property Author Alert Message Description Alert notification message. Maximum length is 255 characters. If you select this option. notification message. Click to display additional options. you can change the name.Inactive Default is Active.Run Alert on the Report Schedule. State of the alert. This field appears if you have write permission on the report. Editing a Data Alert From the Analyze tab. You can also edit the data alert on the Alerts tab. you can select to receive alert notifications on those devices. Data Analyzer checks the alert rule against report data every time the report updates. select from the following options: . you can select an alert schedule from the Run Alert Rule list. If you select Public. By default. To receive one notification from this alert and then deactivate the alert. Click OK.

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

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

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

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

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

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

314 Chapter 25: Managing Account Information .

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

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

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

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

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

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

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

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

Use the following expression where the cost of the asset is $1. The Context argument is a special type of argument that sets the scope for a function. For example.000. PI is a real number that is used in many mathematical calculations. Use the E constant to calculate the natural logarithm of a numeric value. 8)*E ♦ PI. Constants 323 . Constants Use the following constants anywhere in an expression: ♦ E. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. When you point and click instead of manually entering the expression. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. in the BinomDist function. You can also enter values for any optional argument you want to pass to the function.718281828459. such as brackets and pipes. If Cumulative is TRUE. Data Analyzer displays the names of the required arguments in the expression. To minimize syntax errors. 175. For example. The value of PI is equal to 3.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument. you have an expression that returns the straight-line depreciation of an asset for one year. Otherwise. E is a mathematical constant that is the base of the natural logarithm. Note: Constants are not case sensitive. salvage value is $175. use the point-and-click method to enter expressions. You can replace the argument names with the values you want to pass to the function. it does not return the cumulative binomial distribution. the function returns the cumulative binomial distribution. you can use TRUE or FALSE as the value of the Cumulative argument.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. and the life of the asset is 8 years: SLn(1000. You want to calculate the natural logarithm of the depreciation of the asset in each year.14159265359. When you use the point-and-click method to add a function to the expression. For example. the following expression returns 0. The value of E is equal to 2. Data Analyzer supplies any necessary additional characters.

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

4 > 123 and “a” <> “b” are valid because the operands are the same datatype. If you perform arithmetic on a null value. the function returns NULL. and return a TRUE (1) or FALSE (0) value. the result is NULL. To perform arithmetic on date values. *. FALSE for zero. For example. the ! operator returns TRUE. If you compare a value to a null value. Operators 325 . division. subtraction. Note: Data Analyzer provides Date and Time functions that let you perform arithmetic on date/time values. all of the operands in the expression must be numeric. and NULL for NULL. use the Concat function. multiplication. For example. Expressions that return a numeric value evaluate to TRUE for non-zero values. /. Meaning Power. Logical Operators in Expressions Operator ! Equivalent SQL Operator NOT Meaning Negates result of an expression. If an expression evaluates to FALSE. 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. For example. % +. A modulus is the remainder after dividing two integers. Table B-5 lists the logical operators you can use in expressions: Table B-5. the ! operator returns FALSE. use the date functions. 13 % 2 = 1 because 13 divided by 2 equals 6 with a remainder of 1. The expression 1. To concatenate strings. For example. the expression 1 + “1” is not valid because it adds an integer to a string. Arithmetic Operators in Expressions Operator ^. if an expression evaluates to TRUE. Comparison Operators Use comparison operators to compare character or numeric strings. When you use arithmetic operators in an expression. manipulate data.Table B-3.23 + 4 / 2 is valid because all of the operands are numeric. the expression 123. Logical Operators Use logical operators to manipulate numeric data. The expressions 123. Addition. Table B-4 lists the comparison operators you can use in expressions: Table B-4. The addition operator (+) does not concatenate strings.4 > “123” is not valid because the expression compares a numeric value with a string. the operands must be the same datatype. modulus.

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

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

328 Appendix B: Expression Syntax .

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

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

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.

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

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

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

238 Hide Metadata button for charts 233.GroupBySuppression.GroupOnAttributePair property configuring 160 grouping filters 74 groups report charts 228 growth time settings in reports 200 H help glossary See also Data Analyzer Schema Designer Guide viewing 187 hiding attributes in report tables 107 colored dots 233. 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. 169 K keyboard navigation accessibility 315 keywords in composite report properties 143 in dashboard properties 126 in report properties 125 L labels overlapping in report charts 239 language See also Data Analyzer Administrator Guide displaying report charts 242 setting language display 310 user account 3 layout creating custom for dashboards 46 selecting for dashboards 46 setting a default for dashboards 47 setting for report table 100 layout context using 212 layout keywords using in expressions 214 layout-dependent custom attribute restrictions 212 custom metric restrictions 212 layout-dependent custom attributes description 222 layout-dependent metric calculations description 197 legends report charts 234 line bar combo report chart description 226 line report charts displaying statistics 231 log in changing password 309 Data Analyzer 7 log out Data Analyzer 8 logical operators description 325 Index 335 I inclusive permissions See access permissions indicators animation 275 changing name on dashboards 52 charts 275 creating 273 description 273 gauges 275 position-based 274 refreshing 20 tables 275 trend 284 troubleshooting 287 user access 275 value-based 274 value-based indicators with time settings 274 viewing interactive indicators 310 .

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

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. 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 . 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 .

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

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. 142 user-based 124. 142 security profiles description 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. 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 .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. 208.

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 .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.

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