1. Necto Training
Module 6: Necto
Advanced Analytics

2. Objectives
By the end of this lesson you will be able
to:
Perform advanced analytics by:
Defining formulas
Defining exceptions
Enhance your workboard by configuring
properties

3. Agenda
Automated Insights
Formulas
Exceptions
Properties

4. Automated Insights

5. Automated Insights
When did our results drop
compared to the previous year?
It will take me ages
to search the data
It only takes a few
seconds with the
One Click Insight
feature!

6. One Click Insight
Compares selected
period with previous 1. Click to use 2. Set Show only
period automatic criteria values that
insight match criteria

7. Found Insights
Indicator that value Color indicates
matches the criteria severity
Wow! One Click
quickly pinpoints
trends and challenges
from volumes of data

8. Cause and Effect
Click to find
cause and effect
Wait there’s more!
Necto helps you
find the root cause
of the problem

9. Cause and Effect Results
Move mouse over
to see details
Previous view is Can activate cause and
saved in scrapbook effect again by clicking
for quick access value or arrow

10. Advanced Analytic Options

11. Accessing Advanced Analytic Options
Enter Edit Maximize the
Mode component

12. Advanced Analytic Options
Formulas Exceptions Properties

13. Using Formulas

14. What Are Formulas?
I’d like to do calculations that are
not provided by the cube.
For example: examine the
difference between two products
User-defined members are created
by formulas
Formulas use Necto‟s predefined
formulas or MDX functions to create
members
Members in the grid can be dragged
into the formula definition
Formulas can use dynamic
parameters

15. Formula Definition Process
Set a name Result Order of calculation if
format function within function
Select a formula type
Select and drag
members from grid
Change order in formula
Delete member from
formula
View Formula Apply

16. Formula Created – New Member
Appears
Click New – to create an Member menu +
additional formula formula options

17. Math Formula Type
Formula Syntax
Sum Sum(…)
Ratio Param1 /Param2
Growth (Param2 – Param1)/Param1
Difference Param2 – Param1
Average Average(…)
Max Max(…)
Wow! I can see not
Min Min(…) only numbers, but
how they relate to
each other

18. Customized Formula Type

19. Time Formula Type
Function Description
YTD Returns a set of months starting with the first month
of the year and ending with supplied month
QTD Returns a set of months starting with the first month
in the quarter and ending with supplied month
MTD Returns all siblings of the supplied member starting at the
first sibling and ending with the supplied sibling

20. Free MDX
Select free
MDX type
Or start from
predefined
formula and
edit its MDX

21. Free MDX Editing Options
Set font and size
Insert OLAP Insert
Check if valid command placeholder To define a
parameter
Measures and parameters Floating Maximize
appear in bold window

22. Using Parameters in Free MDX
I’d like the end-
user to be able to
set a value (%
change in sales)
Add a formula that
will reflect the
expected change

23. Use of Parameters in MDX - Definitions
Navigation Component definition View Component formula definition
Name that will
be used in MDX
Title displayed on
workboard.
# will be replaced with
the current value

24. Exercise 1 – Working with Formulas
Define a Mathematical formula
Define a Customized formula
Define an MDX Formula that includes
dynamic parameters

25. Exceptions

26. Exceptions
Apply to Enable or disable
measure exceptions at any
time
Tooltip shows criteria
or description
Highlight cell values
Exceptions are defined according to a specified
per component criteria
per measure

27. Defining a Simple Exceptions
Description will be
used in tooltip 1. Select a Measure
instead of criteria
2. Click to add an
exception definition
3. Select Exception
Type = Simple
4. Define criteria
5. Click to apply

28. Defining Exceptions – On Selected
Members Only
I have a lot of data in the
grid. I would only like to
check exceptions in
several members.

29. Bubble-up Exception
A bubble-up exception highlights parent cells
when a descendant meets the criteria definition
In general, helmet sales have
met the goal. But individual
types of helmets have not

30. Defining a Bubble-up Exception
Select Exception
Type = Bubble up
Select hierarchy
level

31. Free MDX Exception
Check if valid
Insert OLAP
command
Format MDX
Set font and
size
Can drag items
from the grid to the
Insert
MDX expression
placeholder
Create
parameters

32. Using a Navigation Control With
Exceptions
Each month the sales quota
changes. Will I need to edit
the exception every time?
You can add a navigation
control that will allow you
to dynamically set criteria
value

33. Defining a Navigation Control of Type
Exception
2. Click to add
parameter
3. Select
4. Select exception Type = Exception
defined in workboard
1. Click and drag to
add navigation
5. Values are
control to workboard
automatically populated.
You may edit them
6. Select
Visualization form

34. Using the Navigation Control While in
Maximize Mode

35. Exercise – Working with Exceptions
Define a simple exception
Define a bubble-up exception
Define a navigation control of type
“Exception”

36. Defining Deliveries

37. What are Deliveries?
Notification to users about exceptions

38. Creating a New Delivery

39. Delivery Task Wizard
Select the view to
deliver
Exception can be
in a different view

40. Schedule
When will exception be
tested?
Will view be attached to
the email?

41. Exception Task
Select exception

42. Delivery Message
Message
can be plain
text or html
Enter message
Insert the
text
view as..

43. Recipients
Select type Select security
of user method
Browse and
select users

44. Sender
Provide sender
information and
subject
Select send option

45. Properties

46. Properties Definition
Component Workboard
Internal component Workboard elements
attributes attributes
Color schemes Component’s external
Chart/ Grid / Smart attributes: position,
Report title, additional buttons

47. Component Properties Properties
category
To enable editing of properties,
Inherit properties from skin = no
Reset skin
Properties are mostly
visual attributes

48. Component Properties- Chart Properties
Can adjust
number format

49. Component Properties - Filters Properties
Click to
hide filter

50. Accessing Workboard Properties
Edit mode enabled Components are minimized.
All Workboard components
are displayed
Select Properties

51. Workboard Properties - Application
Set language
Can select one of
the saved skins If you don’t like animations,
can disable them
Enable editing of additional
properties
After modifying
properties you can
save skin

52. Workboard Properties - Workboard
Change workboard size.
Larger will include scroll
bars
Slicer of previous
workboard can be applied Click to add a script will
to this one when it opens be executed when WB is
loaded
Graphical properties
Note: you can save
skin at any level

53. Workboard properties - Component
Name of
component
Component
definition dialog Auto-refresh data
settings.
Never or number
of minutes

54. Workboard Properties - Adding
Buttons to Components
Select a
Component
Define button
Add button properties
Click
Buttons Can add a
JavaScript

55. Workboard Properties – Enabling
Editing of Data Properties
Select
Application
Set to Yes

56. Editing Data Properties – in Component
Properties
Select Data

57. Exercise
Modify Grid properties
Change the background color of the y axis
items
Add an action button to the grid
The button should alert(„Hello World‟);

58. Thank you
Any Questions?