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Ideal Analytics – How
                                 to Use?

Date : 07-02-2013
Presenter : Yamika Mehra



                     © 2012 Ideal Analytics Limited.
What does the application do?



            Connect


                                  Explore
           Application




                                            Collaborate




                                    2
© 2012 Ideal Analytics Limited.
Where can you bring the data from?

         Database (Any)
         Excel
         CSV
         Box
         Salesforce
         Google Analytics
         Facebook
                                         custom
         Linkedin
         Twitter
         Custom Connector
                                  3
© 2012 Ideal Analytics Limited.
How to connect to data


        Step                      Question Answered                        Action Taken




        1    Connector            What is the source of data?              Upload a file or connect to a database/application




        2    Datasource           What data to pick up from it’s source?   Write/paste a query or select a sheet/data object




                                  What data preparation is needed before   Select data types and operations, add/remove
        3    Dataset
                                     analyzing?                                columns, define drill down orders and more




                                                                    4
© 2012 Ideal Analytics Limited.
Explore

         Single Dimension Multi-Fact Analysis
         Multi-Dimension Single Fact Analysis
         Multi-chart View
         Drill Down
         Global and In-Place Filters
         On-the-fly column mapping
         Target Setting
                                                custom
         View Persistence



                                       5
© 2012 Ideal Analytics Limited.
Collaborate

         Save to Dashboard and Monitor
         Export – Graph and Data




                                         custom




                                   6
© 2012 Ideal Analytics Limited.
Collaborate

         Externalize – Embed dashboard items into pdf, word,
         power point and html
         Template based Reporting




                                                  custom




                                    7
© 2012 Ideal Analytics Limited.
What Else?

         System Connector
         Load from other data source
         Calculated Columns
         Access Privileges




                                       custom




                                   8
© 2012 Ideal Analytics Limited.
Questions Please!

Thank you for joining in!




                       © 2012 Ideal Analytics Limited.
Questions Please!

Thank you for joining in!




                       © 2012 Ideal Analytics Limited.

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Ideal-Analytics Product Training

  • 1. Ideal Analytics – How to Use? Date : 07-02-2013 Presenter : Yamika Mehra © 2012 Ideal Analytics Limited.
  • 2. What does the application do? Connect Explore Application Collaborate 2 © 2012 Ideal Analytics Limited.
  • 3. Where can you bring the data from? Database (Any) Excel CSV Box Salesforce Google Analytics Facebook custom Linkedin Twitter Custom Connector 3 © 2012 Ideal Analytics Limited.
  • 4. How to connect to data Step Question Answered Action Taken 1 Connector What is the source of data? Upload a file or connect to a database/application 2 Datasource What data to pick up from it’s source? Write/paste a query or select a sheet/data object What data preparation is needed before Select data types and operations, add/remove 3 Dataset analyzing? columns, define drill down orders and more 4 © 2012 Ideal Analytics Limited.
  • 5. Explore Single Dimension Multi-Fact Analysis Multi-Dimension Single Fact Analysis Multi-chart View Drill Down Global and In-Place Filters On-the-fly column mapping Target Setting custom View Persistence 5 © 2012 Ideal Analytics Limited.
  • 6. Collaborate Save to Dashboard and Monitor Export – Graph and Data custom 6 © 2012 Ideal Analytics Limited.
  • 7. Collaborate Externalize – Embed dashboard items into pdf, word, power point and html Template based Reporting custom 7 © 2012 Ideal Analytics Limited.
  • 8. What Else? System Connector Load from other data source Calculated Columns Access Privileges custom 8 © 2012 Ideal Analytics Limited.
  • 9. Questions Please! Thank you for joining in! © 2012 Ideal Analytics Limited.
  • 10. Questions Please! Thank you for joining in! © 2012 Ideal Analytics Limited.