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Necto 16 training 4 - analytics view component

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Necto 16 training 4 - analytics view component

  1. 1. Necto 16 Training Necto Basic Analytics
  2. 2. Objectives • By the end of this lesson you will be able to perform basic analytics by: • Adjusting the workboard display • Selecting which data will be displayed • Locating exceptional values
  3. 3. Agenda •Working with grids • Adjusting the layout • Calculating totals •Focusing on specific data • Slicing • Selecting specific members
  4. 4. Grids and Charts Grid Chart Drag to adjust display Click to configure layout
  5. 5. Working with the grids…
  6. 6. Grid Layout  Operations are revealed by mouse hovering.  Dimension operations  Member operations  Grid operations X axis dimension nameY axis dimension/s name/s Y axis dimension members X axis dimension members
  7. 7. Rotating the Grid Axes (Pivoting) You can reverse, or rotate, the Axes of dimensions already in the crosstab by using the Rotate button on the left upper Corner of the crosstab. This can also be achieved through the Ribbon.
  8. 8. Drilling Up or Down Use To drill up Use To drill down  You can drill from Year, a summary value, to Quarter, a more detailed list of data, to Month, an even more detailed list of data.  Conversely, you can drill up to summarize data.  To continue the preceding example, you can drill up from the Month level to see the monthly data summarized at the Quarter level. Similarly, you can drill up from Quarter to Year to summarize the quarterly data.  The functions can be performed through the Ribbon as well.
  9. 9. Drilling Up or Down  There are two methods used to drill down on the grid by  a dimension member in the grid.  Click on the + icon next to the member name  Double-click on the member name  To drill up by a dimension member:  Click on the - icon next to the parent member name  Double click the parent member name
  10. 10. Dimensions Menu Add dimension (before or after) Use to open hierarchy in a single click
  11. 11. Dimension Layout Sets all members into one level Shows the parent value
  12. 12. Select Member Properties Select member properties from the dimension menu Click next to the property you want to show. In the following example, the property “Fiscal Year Property” has been selected to show in the tooltip Select member properties from the dimension menu
  13. 13. Sum of Individual Members I need to know the sales in the summer months: August, September and October. They are not in the same Quarter. How can I calculate their sum?
  14. 14. Members Menu
  15. 15. Member’s Menu - Formulas 1. Select member to apply the formula to. Use CTRL for multiple selection 2. From the members menu – select formula type 3. Enter a name for the formula 4. Formula results are added to the grid
  16. 16. Saving Your Work Don’t forget to save your changes!
  17. 17. Exercise 1– Working with Grids •Rotating the axis (pivoting) •Drilling up and down •Adding and removing dimensions •Dimension layout options •Grand total and sub total •Using formulas Don’t forget to save your changes!
  18. 18. Focusing on Specific Data
  19. 19. Focusing on Specific Data  Slicing  Selecting specific members  Hiding specific members I only need to know how the sales in Q3. Can I see only part of the data?
  20. 20. Selecting Members – Using the Member Menu Click arrow to open members menuClick members to select. Use CTRL for multiple selection. Can choose to select only certain members Choose to hide only selected members The first method is by selecting the members that you don’t want to be displayed, and then hiding them. Hide has no indication Use Hide menu to reveal members Select adds a filter sign, that can be clicked to reveal hidden members
  21. 21. Selecting Members – Using the Dimensions Menu Now only Q3 of 2006 will appear on the grid A filter indicator will appear. Click it to remove filter.
  22. 22. Selecting Members – Using the Dimensions Menu When unchecked, shows parents: Year.2006.Q3 Allows drill down option to be available Note the checkboxes: Allow drill down on selected members- determines if you will be able to drill down to lower levels in the Hierarchy Show caption – only the member name – when removed, shows the parents.
  23. 23. Selecting Members – Using Sets Allows reuse of selections later or in another view/WorkBoard Save the set with a recognizable name
  24. 24. Selecting Members – Using Sets Choose an existing set from this option, only sets relevant to the current dimension will be displayed The set shows in the same way as any other selection A short cut to create a Set is shown in the menu also
  25. 25. Slicing - Filtering data by Dimension Members Click to slice data Move the mouse over a filter name - relevant views will be highlighted When maximized, only relevant filters will be displayed
  26. 26. Slicing• You can select multiple members from different dimensions Click to slice data Select a dimension and a member to filter by Selected filters are displayed here Selected filters are displayed in the parenthesis Click to Apply Search for a member within the dimension
  27. 27. Slicing - options Click to Select members Click to remove the dimension (it is still available to choose from the All Slicers) Click to show only the members that have data, according to the current slicing
  28. 28. Slicing• To Filter the crosstab: • 1. Display the Filter pane • 2. Click on dimension to expand and expose its members • 3. Select the member you wish to filter by. • 4. Click Apply from the main area or from the Filter pane to • apply the selected filter, or select a different member • from other available dimensions. • Once a filter is applied, note that the filtered members are displayed in the header • You can always access the dimensions and display the member by clicking on the members name from the header. This will open up the dimension and display the member selected.
  29. 29. Exercise 2 – Concentrating on Specific Data • Select Dimension members • Select values • Slice (filter) the data • Create a Set and share it with a friend to reuse
  30. 30. Sorting and Filtering
  31. 31. Examining Values • Sorting • Filtering values In what months do we sell the most?
  32. 32. Member’s Menu – Sort bySort by selected member Switch sort order ascending or descending Remove sort and return to original order
  33. 33. Member’s Menu – Value Filter Sort – sorts all values Filter –sorts and filters Indication that grid has been filtered and sorted
  34. 34. Member’s Menu –Value Filter by Dimension level to apply filter to
  35. 35. Member’s Menu –Filter by Value… • In the Filter menu, you will also find the Value Filter by … option. This option enables advanced filtering based on the values displayed in the grid. For example: you can set the number of Top/bottom items filter by top/bottom percent displayed, or show values that are greater than or less than a specific value. • The At level checkbox enables you to specify at which level of the hierarchy the filtering will be applied. For example, the “Time” dimension includes the levels “year”, “quarter” and “month”, you can choose which of these levels to apply the filter on.
  36. 36. Member’s Menu –Reorder Reorder allows you to change the default layout of the members Bring Huntsville to first place
  37. 37. Exercise 3 – Sorting, Filtering and Reordering • Sort • Filter • Reorder
  38. 38. Actions – Add value Actions are defined in the cube and bubble up to Necto
  39. 39. Additional Exercise • Save Your Own Copy of the Workboard • Find Out What Product Category is the Best Seller • Use the Chart to Find the Product That is The Best Seller this Year • Find Exceptions • See if your data has any actions (hint: try adding Geography dimension if using AdventureWorks).
  40. 40. Summary • Working with grids • Adjusting the layout • Calculating totals of values • Focusing on specific data • Slicing • Selecting specific members, including Sets • Other additional value
  41. 41. Thank you, any questions?