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

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

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

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

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

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

xiv Table of Contents .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

26 Chapter 3: Using Dashboards .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

44 Chapter 4: Accessing Data Analyzer Content .

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

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

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

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

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

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

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

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

Dashboard filters

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

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

To preview a dashboard: 1.

On the Create Dashboard Wizard, click Preview.

Gauge type list Size list

2.

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

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Chapter 5: Creating a Dashboard

3. 4. 5.

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

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

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

Publishing a Public Dashboard

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Chapter 5: Creating a Dashboard

CHAPTER 6

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

Overview, 55 Adding a Metric to a Report, 55

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

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

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

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

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

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

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

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

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

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

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

2.

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

3. 4. 5. 6.

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

7.

Click Add for the metric.

Adding a Metric to a Report

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

Selected metrics

Option for selecting time keys

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

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

9.

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

10.

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

11.

To save the report, click Save.

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CHAPTER 7

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

Overview, 59 Adding an Attribute to a Report, 59

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

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

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

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

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

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

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

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

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

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

Accessing Data Lineage for an Attribute
If the system administrator has configured data lineage, you can access Metadata Manager data lineage for the attributes you want to add to a report. Use data lineage to understand how data flows into an attribute. When you access data lineage from Data Analyzer, Data Analyzer connects to a Metadata Manager server, which displays the data lineage in a separate browser window. The Metadata Manager server must be running at the time you access data lineage from Data Analyzer. For more information about data lineage, see the Data Analyzer Administrator Guide.
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Steps for Adding an Attribute to a Report
To add an attribute to a report: 1.

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

Attribute Folders Task Area

Details Task Area

Results Task Area

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

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

3.

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

4.

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

5. 6.

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

Adding an Attribute to a Report

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

Selected Attributes Move Up and Move Down Buttons Remove Button

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

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

8.

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

9.

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

10.

To save the report, click Save.

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

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

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

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

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

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

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

72 Chapter 8: Adding Time Settings to a Report .

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

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

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

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

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

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

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

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

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

To view the SQL query for the metric filter. 82 Chapter 9: Working with Filters. Note: If the SQL query for the filter contains a single quote (‘) within a string. 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. repeat steps 3 to 10. and click the Move Up or Move Down button. To change the order in which Data Analyzer applies the filters to the report. Data Analyzer displays the SQL query for the filter in advanced mode. and click buttons to add the numbers or arithmetic operators to the SQL query. and Filter Identifiers . Do not use CLOB columns in the SQL query. Data Analyzer displays the new filter in the Report Filters task area of the Filters tab. Data Analyzer applies the filters to the report in the order in which they appear in the Report Filters task area. An icon indicating that the filter is applied to granular data if you applied the filter to granular data. Click Add to add the metric filter to the report. In advanced mode. Click to change the order of the filters. 12.9. click Advanced. Data Analyzer displays buttons for adding numbers and arithmetic operators to the SQL query for the metric filter. Indicates filter is prompted. Click to add right parenthesis. Filtersets. If you edit the SQL query. 11. Indicates filter is applied to granular data. To add another metric filter to the report. Click to add operators. you cannot view or edit the filter in basic mode and you cannot create a prompt for the filter. Data Analyzer displays another set of filter options in the Add Filter task area. you must change this single quote to two single quotes. you can edit the SQL query for a filter. An icon indicating that the filter removal is restricted if you restricted removal of the filter. In advanced mode. 10. Click to add left parenthesis. Indicates filter removal is restricted. Click within the SQL query. click Advanced.

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

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

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

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

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

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

You can also save the modified report as a new report. To add a metric filter to a report: 1. From the attributes list. select an attribute for the filter. Adding a Metric Filter on the Analyze Tab You cannot create filters on a layout-dependent metric calculation. 6. Select a metric. Click the Filter tab. You can select any available attribute associated with the report. Select or enter a values for the filter. Enter values. Click Save. For more information about metric filters. From the operator list. The Filters task area displays the filters for this report. see “Creating a Metric Filter” on page 80. Display the report on the Analyze tab. 4.2. Select an operator. Click the Add button in the Attribute filter area. 5. Select an attribute. 3. Adding or Deleting a Filter on the Analyze Tab 89 . The Filter tab displays attribute and metric selection lists. Click the Filter tab. CLOB attributes are not available for attribute filters. 2. Select or enter values. For more information about layoutdependent metric calculations. The Filter tab displays attribute and metric selection lists. select an operator for the filter. The report displays with the new filter. see “Layout-Dependent Metric Calculations” on page 197. Select an operator. 7.

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

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

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

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

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

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

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

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

98 Chapter 10: Ranking Report Data .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

click Return to Workflow to return to the Workflows tab.00) 118 Chapter 11: Configuring Layout and Setup for a Report . you define the condition under which Data Analyzer enables the link and the workflow report Data Analyzer displays. To display the Create Report Wizard in workflow mode. Navigate to the folder from where you want to add the report. The following condition enables the link: GreaterThan({Revenue}. 5. Use report links to view workflow reports with an additional attribute filter. 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. -orCreate a query to search for the report. You can configure a report link to jump to any subsequent workflow report in the same branch of the workflow. Enter information about the workflow report. Click Layout and Setup > Workflows. click Edit Report. click the Edit Report button for the report. click Return to Report Wizard. 3. Data Analyzer adds the report to the workflow and displays the Workflows tab. 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. Click the report name. However. and click Add. To make any changes to the workflow report. 1000. Each time Data Analyzer runs a report. save the primary report. When you use a report link to access a workflow report. 2. the report in Figure 11-19 uses a report link on the Revenue metric to link to the Revenue Breakdown workflow report. For example. To set the properties of the workflow report. After you create the workflow report. For example. it evaluates report data and re-establishes report links. in the workflow described on Figure 11-15 on page 114. 6. 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. Data Analyzer displays the workflow report with the associated attributes as a filter. Report links display as hyperlinks on the Analyze tab and on table indicators on the dashboard.To use an existing report as a workflow report: 1. You can create the workflow report on the Create Report Wizard in workflow mode. To save the report as part of the workflow. 4. When creating a report link.

Books and Atlas Shrugged. Data Analyzer displays the Revenue Breakdown report using the related attributes. in an attribute filter. Creating Report Links 119 .Figure 11-19 displays report links in the report table: Figure 11-19. Figure 11-20 displays the workflow report table accessed with the hyperlink: Figure 11-20. When you click a report links hyperlink in a report containing CLOB data. Report Links on the Analyze Tab Click hyperlink to access workflow report configured for the report link. including those used with report links. When you configure more than one report link to display on the same metric or attribute. 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. Use the “Back to <Workflow Report> (workflow)” link below the workflow report table to return to the original report. Data Analyzer enables the first report link with a true condition. A report link hyperlink allows you to jump to one location. configure each report link to display on a different metric or attribute. Data Analyzer does not include CLOB data in the attribute filter used to display the workflow report. To avoid confusion. When you click the 1.054. Reports with CLOB Data Data Analyzer does not include CLOB values in attribute filters for workflow reports.88 hyperlink. Report Link Display of Workflow Report Table Click to return to original report.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

150 Chapter 13: Working with Composite Reports .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

166 Chapter 14: Running a Report .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4.

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

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

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

6.

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

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

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

4.

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

5.

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

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

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

2.

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

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

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

4. 5.

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

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

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

2.

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

3.

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

4.

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

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

5.

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

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

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

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

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

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

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

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

Attribute value for the analysis filter.

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

2.

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

3.

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

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

Analysis filter

Data based on the analysis filter

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

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

Alert Notification icon

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

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

5.

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

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6. 7.

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

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

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

3.

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

4.

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

5.

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

6.

Click Close.

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

Adding a Related Link

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

with a precision of four.2586) Sales Price has a precision of two. you can calculate the total value of each product in your inventory using the product list price in a custom metric expression.938. while . 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. Create chart or gauge indicators. When any of the values in an expression has a precision of two or more. Data Analyzer uses the precision of the value with the highest precision. Data Analyzer rounds the value to the highest precision in the expression. The syntax for some functions allows you to use certain keywords.8. 206 Chapter 17: Adding Calculations to a Report .86 in the custom metric expression: {Sale Price} *. Highlight the metric values. For example. If none of the values in the expression has a precision of two or more. The value of the custom metric is 403.258) Sales Price has a precision of two. Data Analyzer assigns the return value the same precision as that of the value with the highest precision.2586 has a precision of four. You can also save the modified report as a new report.9379. Using Functions in the Custom Metric Expression Data Analyzer provides many functions that you can use in the custom metric expression. you can create the following custom metric expression that calculates the estimated profit if revenue increases by 20%: ({Revenue} * 1.258 has a precision of three. 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. For example.{Expenses}) / {Profit}) * 100 You can also use attributes with numeric values in the expression.86 in the custom metric expression: {Sale Price} + . the custom metric or custom aggregate has two as the default precision. Calculations that involve multiplication and division may result in higher precision than the values included in the operation. while . Therefore.20) . the value of the custom metric is 103. However.20) .{Expenses} If you want to see the estimated profit as a percentage of the actual profit. functions. These non-numeric metrics display in the report table as any other custom metric. For example. Display in charts. and constants (numeric values) in the custom metric expression. you have the metric Sales Price with a value of 402. For reports with time settings. you can use the applicable time attributes as keywords. For example. Use multiple operators.1186. you have the metric Sales Price with a value of 402. The result of the calculation is 103. Click Save. you cannot complete the following tasks on non-numeric metric values: ♦ ♦ ♦ ♦ Set alerts. Use Date and Time and String functions to create custom metrics that generate non-numeric values. you can create the following custom metric expression: ((({Revenue} * 1.

it appears where the pointer is in the Advanced Metric Expression text box. 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.Displaying Custom Metric Values as Percentages You can display the percent (%) sign next to custom metric values in the report table. 3. in the Description field. Optionally. 6. Steps for Creating a Custom Metric in Advanced Mode When you use the advanced mode. -or- Working with Custom Metrics 207 . you must build a valid custom metric expression. When you click an item.{Expenses}) / {Profit}) * 100 You can choose to display the percent sign next to the estimated profit values in the report table. click Calc. you create a custom metric to calculate the estimated profit as a percentage of the actual profit. You can validate the custom metric expression. You cannot use a row or column calculation in the report table for the custom metric expression. an error message appears indicating why the custom metric expression is invalid. However. 4. 5. attributes. You use the following custom metric expression: ((({Revenue} * 1. select Custom Metrics if not already selected. In the Name this Metric field. Create the custom metric expression. -orOn the Analyze tab. you must save the report before you add basic metric calculations for such a custom metric. To create a custom metric in advanced mode: 1.20) . enter a name for the custom metric. The Custom Metric page appears in advanced mode. and keywords to add them to the custom metric expression. Data Analyzer encloses selected metrics and attributes within curly brackets ({}). The Custom Metrics page appears. If the custom metric expression is invalid. click Layout and Setup > Calculations. Click Advanced. Click metrics. enter a description for the custom metric. functions. The Calculations tab appears. Figure 17-4 shows an example of custom metric values displayed as percentages in the report table: Figure 17-4. Maximum length is 200 characters. 2. For example. In the Add Calculations task area. On the Create Report Wizard.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

in the chart. Data Analyzer does not recalculate values for the layout-dependent metric. since it displays the % contribution for each metric value in the Sales column. you have a report that displays the Sales metric and the Region attribute. The following is an example of the data in the report table: Region North South East West Sales 100. For example. 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. If you create a chart using some of the attribute values. North. running average.Figure 19-5 shows a chart along table columns: Figure 19-5.000 250. Note: You can plot a bubble chart or geographic chart along table rows only. and running total calculations.000 400. Basic metric calculations include percentage. Custom metric.000 Regional % Contribution 10% 25% 25% 40% 230 Chapter 19: Working with Report Charts . the values in the table or chart indicator might not be the same as those in the report table and report chart. Custom metrics include mathematical expressions that involve other metrics or custom metrics in the report. Displaying Calculations in a Chart You can display the following types of calculation in a chart: ♦ ♦ Basic metric.000 250. There are four regions. Data Analyzer recalculates the values for the layout-dependent metric calculation. East. the chart displays all metric values in the same color. If you create a table or chart indicator. that display in the report table. Data Analyzer displays the same calculated values in the report charts as in the report table. When you have a layout-dependent metric calculation in a report table. and West. If there are more than one metric in the report. Plot the chart along table rows or display metrics as columns in the report table. South. The Regional % Calculation is a layout-dependent metric. As a result. Data Analyzer does not display legends in the chart. You add the Regional % Contribution metric calculation to the report.

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

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

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

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

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

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

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

To delete a report chart on the Analyze tab: 1. Modify the chart. To hide the colored dots for highlighting in the chart. 238 Chapter 19: Working with Report Charts . click Show More Chart Options. Modifying 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. 7. A new chart appears on the Analyze tab. 5. To display the chart based on row or column data. click Hide Chart. To hide the report chart on the Analyze tab or View tab. Select the chart options. To display additional chart options. Open the report you want to display as a chart. To save the report. 10. If you created a highlighting rule for the report. 2. For more information about the chart options. click Hide Metadata. 6.9. 2. Locate the chart you want to modify. The report appears on the Analyze tab. The report appears on the Analyze tab. Open the report you want to display as a chart. To view the chart on the View tab. Locate the chart you want to modify. Deleting a Report Chart on the Analyze Tab On the Analyze tab. see Table 19-1 on page 233. click Show More Chart Options. Data Analyzer displays colored dots next to each highlighted value in the chart. 14. Click Go to see the changes you made in the chart. click Open Chart Options. To add another chart to the report. To save the changes you made to the report chart. Data Analyzer displays additional chart options. click View. click Open Chart Options. You can also view the chart on the View tab. To modify a report chart on the Analyze tab: 1. Data Analyzer displays additional chart options. To show the chart options toolbar. To show the chart options toolbar. For more information about the chart options. click the chart type you want in the Charts tab. 15. To display additional chart options. 3. you can modify a chart you previously added to the report. 13. The chart options toolbar appears. 11. 12. By default. see Table 19-1 on page 233. 4. click Draw Series Along Table Rows or Draw Series Along Table Columns. 3. click Go. you can delete a chart you previously added to the report. Data Analyzer displays the Hide Metadata button if you set the Interactive Charts option to On. click Save.

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

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

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

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. UpperRange = MaxMetric + MaxMetric/10 2.189. Subtract Interval by one until Interval equals 1.000. 5.088.000 = 8). Divide Interval by 10 until Interval is equal to one digit. 3.000.088.12/5.Fontname property in DataAnalyzer.897.12 Interval = 4. where n is the number of times Interval was divided by 10 in step 3.29. Subtracts Interval by one until Interval equals 1. Displaying Report Charts in Another Language If your Data Analyzer language display is Japanese. 242 Chapter 19: Working with Report Charts . and record the number of times Interval is divided by 10.42 Interval = 8 (8. Multiplies Interval by 10 n times. divide UpperRange by the final Interval value.29 Y-1 Minor = 10 UpperRange = 41. For example. 2. you must install the fonts on the machine that hosts Data Analyzer and on each workstation that runs the browser to access Data Analyzer. truncates the decimal values. 2. 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. Data Analyzer displays grid lines at this interval.000 Data Analyzer displays grid lines at intervals of 5.71 divided by 10 three times.29 Y-1 Minor = 5 UpperRange = 41. For information about how to install fonts on your machine.42 divided by 10 three times. and records the number of times Interval is divided by 10.088.) Interval = 2 Interval = 2*10*10*10 = 2. ♦ Edit the Chart. Multiply Interval by 10 n times.properties to include the correct fonts. 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. for a total of 20 grid lines (41. divide UpperRange by the final Interval value. Data Analyzer displays grid lines at intervals of 2. To determine the total number of grid lines.189.897.71 Interval = 4 (4.12/2.379. or 5. Interval = UpperRange/Density 3. To determine the total number of grid lines. or 5. 4.379.000 = 20). you must install the fonts on the machine that hosts Data Analyzer. 5. you create a report chart that has a maximum metric value of 38. If you do not select the Interactive Charts option.000 MaxMetric = 38.897. where n is the number of times Interval was divided by 10 in step 3.) Interval = 5 Interval = 5*10*10*10 = 5.897.12 Interval = 8. see the documentation for your operating system. 4. Divides Interval by 10 until Interval is equal to one digit. truncate the decimal values. MaxMetric = 38. Calculating the Number of Grid Lines Calculations 1. − − If you select the Interactive Charts option to view charts.2.

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

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

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

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

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

properties. ♦ I cannot see metric or attribute values when I hold the pointer over a shape in the geographic chart. On the Internet Explorer browser. and Indicators option to On. If you copied the XML file to a different directory. you must specify this directory in DataAnalyzer. Graphs. 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.memory.memory. Log in to Data Analyzer and edit the report chart options on the Analyze tab. You must specify the complete name of the attribute. In the address bar of the browser. 3.properties. and value for each preference. 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.cache. 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.To disable the browser cache for Mozilla Firefox: 1.0. you need to set the Interactive Charts. Data Analyzer does not display a link for the XML file. 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. You did not specify the correct attribute name in the XML file. 5. Double-click the preference name to change the value to false. 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. If a report uses more than one attribute.cache.Directory property in DataAnalyzer. Data Analyzer looks for the XML file in the directory specified for the Maps. 248 Chapter 19: Working with Report Charts . Enable Active X controls for the Internet Explorer browser. enter the following text and press Enter: about:config Mozilla Firefox displays a list of preferences and the status. 4. 2. Open the XML file associated with the attribute and make sure that you specified the correct attribute name for the SHAPES element.enable The default value for the browser.enable preference is true. Close the browser window. type. One of the following situations can cause this problem: ♦ ♦ Data Analyzer displays geographic charts for a report with one attribute only. Locate the following preference in the list of preferences: browser.properties. You did not specify the directory that contains the XML file in DataAnalyzer.

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

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

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

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

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

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

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

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

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

258 Chapter 20: Sharing Report or Dashboard Information .

Use templates to perform Excel functions and other worksheet functions. or archive the report to an Excel file. 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. To perform the above tasks. and other Excel options. For more information. and archive reports based on the template. 263 Displaying a Report as a Microsoft Excel PivotTable. For example. you upload it to the Data Analyzer repository. 259 Working with a Microsoft Excel Template. or to standardize the format of a report table. Export report data to an Excel file. additional worksheets. You can create Microsoft Excel templates so other users can export. 259 Exporting Report Data to Microsoft Excel. After you create a template. broadcast. You want to 259 . People who use the report can use the template later when they export. 272 Overview Use Microsoft Excel with Data Analyzer in one of the following ways: ♦ ♦ ♦ Create Microsoft Excel templates for reports.CHAPTER 21 Working with Microsoft Excel This chapter includes the following topics: ♦ ♦ ♦ ♦ ♦ Overview. see “Installing Microsoft SOAP Toolkit” on page 272.0 on your machine. broadcast. 270 Installing Microsoft SOAP Toolkit. Display report data as an Excel PivotTable. you need the Microsoft SOAP Toolkit 3. you may have a report that lists sales data by cities in the United States. Working with a Microsoft Excel Template When you create a report.

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

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

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

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

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

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

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

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

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

Note: Before you can refresh data in an Excel file. 5. Enter the user name and password of the user who is exporting the report. 3. Click Export. Microsoft Excel launches. 7. Refreshing Data in an Excel File When you export a report to an Excel PivotTable or to an Excel file based on an Excel template. Formatting in the Excel file does not change when you refresh data. If you do not want to refresh data. Data Analyzer refreshes the report on the active worksheet. Save the file to the local drive. The Excel file based on the template appears. 9.4.0 of the Microsoft SOAP Toolkit on the machine where you save the Excel file.0 to refresh data in an Excel file. Click the Refresh button. 4. Steps to Refresh Data in an Excel File To refresh data in an Excel file: 1. To refresh another report in the Excel PivotTable. Exporting Report Data to Microsoft Excel 269 . Data Analyzer displays templates that exist in the repository for the report. Excel file based on a template. Choose a template. click the worksheet and then click Refresh. 10. You need to install the SOAP Toolkit 3. Data Analyzer runs the report to get new data from the data warehouse. You can also refresh data in the Excel template. Enter the user name and password to refresh data in the Excel file. Data Analyzer provides the SOAP Toolkit 3. Data Analyzer displays the URL of the Data Analyzer server and the report name. Enter your Data Analyzer user name and password. 8. Data Analyzer uses a macro to refresh data when you click the Refresh button in the Excel file. You must save the file to the local drive before opening the file. you have the option to refresh data.0 of the Microsoft SOAP Toolkit on your machine. Data Analyzer prompts you to install it. Open the Excel PivotTable. Click Get Report. close the dialog box. Data Analyzer may prompt you to enter a user name and password to refresh data. or the Excel template. Each time you open an exported Excel file based on a template. Click Enable Macros in Microsoft Excel. When you view the Excel file based on the template for the first time. you must set the security level in Excel to Medium to enable macros.0 of the Microsoft SOAP Toolkit installed on your machine. 2.0 installation and prompts you to install it if you do not have version 3. skip to step 4. When you refresh data in an Excel file that contains a cached report. Do not click Open in the File Download dialog box. You can set the security level in Excel by choosing Tools > Macros > Security. If you have version 3. 5. If you do not have version 3. You must enter the user name and password to refresh data. open the file. 6. If you click Refresh in an Excel PivotTable with more than one report. You may edit the format of the report within Excel. For on-demand reports. Data Analyzer gets cached data from the repository. the file contains old data in the template file. When download completes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

When Data Analyzer runs the alert. If you select Metric or Percentage of Metric as the operand.611.000 and $60.000 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. see “Viewing or Editing the Alert Rules” on page 292. Delete a data alert from the Analyze tab. ♦ For example. This operand is available when you create selfreferential alert rules.00 or more to 13.000 Current revenue rises or falls by 15% Revenue rises above $60. 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. If the current revenue is less than or equal to the specified numeric value. Percentage of the current metric value. to create an alert rule that notifies you when the revenue of business books falls below a certain threshold. Working with Data Alerts 303 . Modify a data alert from the Analyze tab. it compares the current revenue value against the specified numeric value. you can select a Numeric Value as the operand.♦ Percentage of Metric. This operand is available if the report has two or more metrics.611. this operand is available if the report has three 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.719.00 Current revenue fell by 10.00 Current revenue rose by 10.00 Current revenue fell by 5000.00 or more to 20000. Table 24-2 shows the operand types available depending on the operator you select: Table 24-2.00 or more to 20000. Percentage of another metric in the report.000 or falls below $40. For more information.00 or more to 13. 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. View an alert notification on the Alerts tab and other alert devices you might have registered. If you select the Rises Above or Falls Below or Is Between operator. Percentage of Self. Modify or delete a data alert from the Alerts tab. The alert rule specifies that Data Analyzer compares the metric value with another metric in the report for the same attribute values.719. the alert triggers and you get a notification.

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

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

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

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

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

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

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

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

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

314 Chapter 25: Managing Account Information .

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

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

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

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

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

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

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

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

the following expression returns 0. Constants 323 . Data Analyzer displays the names of the required arguments in the expression.14159265359. you have an expression that returns the straight-line depreciation of an asset for one year. Note: Constants are not case sensitive. E is a mathematical constant that is the base of the natural logarithm. Constants Use the following constants anywhere in an expression: ♦ E. 8)*E ♦ PI.718281828459. For example. Use the following expression where the cost of the asset is $1. salvage value is $175. it does not return the cumulative binomial distribution. and the life of the asset is 8 years: SLn(1000. in the BinomDist function. The value of E is equal to 2. For example. You want to calculate the natural logarithm of the depreciation of the asset in each year. The value of PI is equal to 3. If Cumulative is TRUE. Data Analyzer provides a point-and-click interface for all functions to help you enter expressions. The Context argument is a special type of argument that sets the scope for a function. When you point and click instead of manually entering the expression. Data Analyzer supplies any necessary additional characters. you can use TRUE or FALSE as the value of the Cumulative argument. Otherwise. 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. When you use the point-and-click method to add a function to the expression. 175. such as brackets and pipes.♦ ♦ ♦ ♦ ♦ ♦ Metric name Attribute name Variable String literal Numeric literal Date value Certain functions take the Context argument.000. You can replace the argument names with the values you want to pass to the function. Use the PI variable in trigonometric functions to convert radians to degrees or degrees to radians. To minimize syntax errors. the function returns the cumulative binomial distribution. You can also enter values for any optional argument you want to pass to the function. use the point-and-click method to enter expressions.707 radians as the cosine of 45 degrees: Cos(45*PI/180) Use the following constants as the arguments for certain functions: ♦ ♦ FALSE TRUE TRUE and FALSE are logical values that determine the form of the function in which they are being used. For example.

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

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

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

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

328 Appendix B: Expression Syntax .

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

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

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

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

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

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. 238 metrics in report tables 107 report metadata and data actions 107 report tables 191 highlighting description 171 highlighting rules creating 176 deleting 178 formats 173 modifying 177 ranges 172 state 175 user access 175 Holiday Flag time attribute 60 horizontal bar report chart description 226 horizontal stacked bar report chart description 226 HTML document exporting dashboards 252 exporting reports 252 setting display options 250 viewing on dashboards 19 viewing summary on dashboards 19 interactive charts drilling 183 setting in the Manage Accounts tab 310 interactive graphs See interactive charts interactive indicators setting in the Manage Accounts tab 310 viewing on a dashboard 19 interface Data Analyzer 9 invalid characters Report Name field 164.GroupOnAttributePair property configuring 160 grouping filters 74 groups report charts 228 growth time settings in reports 200 H help glossary See also Data Analyzer Schema Designer Guide viewing 187 hiding attributes in report tables 107 colored dots 233. 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 .

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 .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. 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. 62 creating for time settings 70 description 7 viewing reports 152 properties defining for composite reports 143 defining for public dashboards 125 defining for reports 123 provider-based security applying to a report 124 broadcasting rules 133 description 124. 142 public alerts description 304 public dashboards defining properties 125 deleting 37 description 45 publishing 53 Public Folders See also folders description 34 public user access data alerts 304 indicators 275 publishing public dashboards 53 Q queries See also searching to search for content 28 query governing setting for reports 125 Index 337 .

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

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. 249. 252 flagging 35 hiding metadata and data actions 107 indicators for multi-page report 281 invalid characters for Report Name field 164. 110 copying on Find tab 36 creating 5 creating analytic workflows 113 creating filtersets 83 creating sort orders 111 custom attributes 219 customizing report charts 225 data lineage 38 defining report properties 123 description 5 displaying 152 drilling 178 drilling anywhere 182 emailing 254 exporting data 148. 110 rows configuring for each page 108 draw data series along table rows 229 running reports 152 Index 339 . 259 pivoting report tables 189 printing 251 prompts 7 ranking data 93 real-time 5 removing from folders 37 report links in analytic workflows 118 row banding 108 running 152 saving 164 saving as new report 168 searching for 28 selecting attributes 59 selecting calendar 64 selecting granularity 65 selecting metrics 55 selecting refinements 66 selecting time periods 65 setting as default 11 setting filters and rankings 63. 169 message for empty reports 108 metadata 14 metrics only 55 modifying attributes 193 modifying metrics 193 moving within folders 35. 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.

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

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

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

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