Ac nielsen+ +advisor+isights+interactive+(client+user+training)+v15+-+advanced+-+new

Confidential & Proprietary Copyright © 2007 The Nielsen Company
ACNielsen | Advisor
Interactive i-sights
User training

[Topic of
Course Outcomes
1. To be able to build and maintain presentations using
ACNielsen | Advisor
2. To be able to build and save ACNielsen | Advisor
reports
3. To be able to train external clients on ACNielsen |
Advisor Personal

Working with Explorer

[Topic of
What is Report Book Explorer?
• Integrated view of the Advisor files and objects
• Tree structure view to display:
– Portfolios
– Report Books
– Reports
– Analysis
ReportBook
Explorer

[Topic of
Advisor File Structure
File
Portfolio
ReportBook
Report
Analysis

[Topic of
Using Report Book Explorer
• Open report books
• Create new
– Portfolios
– Report Books
– Reports
• Import report books
• Copy report books
• Delete
• Rename

[Topic of
Opening report books
• Highlight the report book
• From the File menu within Explorer select Open or
– Right-click on the object and select Open

[Topic of
What are Sorting, Ranking and Sharing?
• Sorting
– arranges data based on a logical order
– e.g. Ascending, Descending
NOTE: Shortcut for “Sort” function: right mouse
click on column and select Quick Sort (ascending / descending).
• Ranking
– gives the data a ranking number (i.e.. rank 1, 2, 3, etc) based on the
criteria (e.g.. Sales Value, Value Share, Growth)

[Topic of
What are Sorting, Ranking and Sharing?
• Advisor has the option to Sort, Calculate Shares and Create
Item rankings…
Sort Calculate Shares
Create Item rankings

[Topic of
Using Quick Sort
Highlight the column or row 2. Right mouse click, select
Quick Sort
3. Choose Ascending or
Descending order

[Topic of
Sorting using the Toolbar
1. Highlight the column or row 2. From the toolbar click on the
Ascending or Descending button

[Topic of
Using Ranking
1. Highlight the column or row
2. Right mouse click, select
Calculations, and Rank
3. Choose to rank items High to Low
(default) or Low to High
4. Choose to calculate the rank
Before applying analysis or After
applying analysis
5. Result

[Topic of
Using sharing
1. Highlight the column or row
2. Right mouse click, select
Calculations, and Select Share
3. Check the relevant information.
4. Click OK

[Topic of
Using Moving Average
Step1. Right
Click on the
column you
need to have
the moving
average
Step2. Go to
Calculation
and select
Moving
Average…
Step3. The below screen will
appear where you need to
select ‘Before applying
analysis’ and then ‘OK’

[Topic of
Using Accumulate
Step 3: Right Click on
the column you need to
have your accumulation
i.e. Sales Volume
Shares
Step 4: Go to
Calculation and select
Accumulate
Step 1: You need to choose
where your accumulation
will be based on i.e. Sales
Volume Shares
Step 2: Go to the Fact
data selection and
choose once again the
fact Sales Volume
Shares and rename this
fact to Accum

[Topic of
Important to the client
• Calculations are done on the “fly” within the same software
– saving time.
• No need for a database to perform these calc.
• All functions are easy to use and can be repeated every
time we retrieve the software – i.e. every time users retrieve
data the information will be
– Shared to the 100%
– Ranked based on Value shares
– Sorted based on absolute volume

Advanced Calculations
Share to Base – Start Section

[Topic of
What are Start sections?
• Start Section is used to define the beginning and the end of a calculation –
thus each start section is treated as a 100%.
– Example 1 identify the leading manufacturers within the total category and then the
same for within the segments share back to each segment
– Example 2 identify what are the top manufacturers for the category and then the
leading brands for each of the manufacturer shared back to each manufacturer.
• Users can use several Start Sections within the same retrieval.
• Users can use Start Sections along with
– Sorting
– Share Calculations etc

[Topic of
Finding the Start section buttons…
• Under the data selection
screen
• In the data selection
toolbar.
• Right click in the data
selection screen

[Topic of
What is Share to Base?
• Share to Base is an Advisor function that automatically shares
the selection to the base.
• If it is used in conjunction with Start Section i-sights users can
use Share to Base to any possible 100%.

[Topic of
Finding the Share to Base buttons…
• Under the data selection
screen
• In the data selection
toolbar.
• Right click in the data
selection screen

[Topic of
Example - Using Start sections and Share to
Base
• Wish to retrieve.
– who are the top manufacturers in the category
– Identify the biggest brands for the manufacturer.
• Both should be shared.
– Manufacturers to the category
– The brands to the total manufacturer
• Both should be sorted biggest to smallest.

[Topic of
1. Create the
selection
2. Right click to
Start Section
3. Right click to
Share to base
4. Resulting
selection
Example – cont’

[Topic of
5. Result sorted
in two groups
6. Right Click –
Calculation - Share
8. Result – Shared and
Ranked within the same
retrieval but treated as
different sections.
Example – cont’
7. Select Column
and Apply Quick
Sort/Descending

[Topic of
• Ideal for creating different basis within the same data retrieval.
• Can easily create scenarios that
– Share of Top Manufacturers within the category
– Share of Top Manufacturers within the segments
– Share of Top Brands within each
– Segment
– Manufacturer
• Applicable to all dimensions but most useful in
– Markets i.e. Creating custom MBD’s for benchmarking
– Products
– Periods
• Saves time when you wish to repeat or refresh this information.

Becoming an expert
Introduction to Builder

[Topic of
Introduction to Builder
• The Builder is the building block to the i-sights application
whereas the Explorer is the foundation.
• Within the Builder, you can create new
– Expressions Analyses
– Data Selections Conditions
– Groups/Favorites Panels
• The Builder enables you to rename, copy, modify, delete, view,
import reports from other WS+ files, and share the work across
different reports..

[Topic of
Finding the Builder
• Under the toolbar click
• The result is the builder
table

[Topic of
A few words!
• Group/Favorite is an organized approach to combining certain data
combinations that are frequently used.
• Expression is a formula that performs calculations that are not available
on the database.
• Database Selections enable you to access the same templates between
users even if users name their databases with different naming
conventions.
• Condition is a rule-based data mining capability allowing you to
determine a set of data rules before retrieving the information.
• Analysis consists of a set of rules that is applied to retrieved data.

[Topic of
What is a Data Selection?
• Allow users to make multiple selections from the 4
available dimensions
• Can be used to populate different panels in a report

[Topic of
Creating a Data Selection
1. In Builder/Data Selections select
File/New
2. Select the dimension you are working on
(ex. Products) and select an appropriate
tag and name, then click OK to exit
screen
3. In the Data Selection dialog box
select your new items (ex.
products)

[Topic of
What is a Panel?
• A window where data is displayed
• One or more panels make up a report
The Table report in the
Category Scorecard report
book has 4 panels

[Topic of
Creating a Panel
1. In Builder/Panels select File/New 2. Select an appropriate tag and name for
the panel and click OK to exit screen
Note: Unlike other objects in the Report Book Builder,
Panels cannot be Edited/opened

[Topic of
What are Groups/Favorites?
• Allow users to arrange commonly used selections together
• Can be created on all dimensions (Markets, Products,
Facts or Periods)
• Groups mostly used in the Isights templates:
Groups built
in Products
dimension
Groups built
in Markets
dimension

[Topic of
Creating a Group/Favourite
1. In Builder/Favourites select
File/New
2. Select the dimension you are
working on (ex. Products) and
select an appropriate tag and
name

[Topic of
3. In the Data Selection screen make
the selections and click OK to exit
the screen
4. The new favourite is
created at the bottom of
the existing favourites
listing

[Topic of
by copying an existing one
1. In Builder/Favourites select an
existing group and copy/paste it
2. Right-click on the new group and
select Properties to rename it
3. Double-click on the new group to make
the new selections and then click OK to
exit

[Topic of
Importance of Groups/Favorites
• Faster selection during the localization process
– Commonality in data selection
– No need to repeat the same data selection in all report
books, since the groups are shared throughout the whole file

[Topic of
What is Share of Selection…
• Allows the user to dynamically select a different
100% for the share
• Similar in function to Volume Share… in Nitro

[Topic of
How to use Share of Selection
Step 1: Go to Builder and
create a new Data Selection
with Fact dimension and select
from Expressions one of the
following, having in mind what
you are about to use either
Value or Volume.
Step 2: Double Click on the Segment 1 Data
Selection, and select the line that will be our new
100% Product. Select Ok
Step 4: Need to go back to Data Sets and do
the necessary adjustments with our new
information created
Step 3: Right Click on Segment
1/Properties and In Settings tab select
both “Prompt Only if Used” and
“Prompt First Time Only”

Becoming an expert
Conditions

[Topic of
What are Conditions?
• Conditions are used to place constrains on reports before
data is displayed
• Two condition constrains are available Filter and
Top/Bottom (ex. Top 10)
• Examples of conditions
• Volume Top 10 for last MAT…
• Top 10 Fastest growing…
• Bottom 20% Vol. Share…
• Etc…

[Topic of
How to use Conditions
• Conditions are already developed in Ad-Hoc
• Ready to be used
Step 1: Go to Builder/ Data
Selections and double click
on Products
Step 2: Click on Conditions.
All available conditions
appear
Step 3: Double click on the
condition you want to use,
and it will automatically
moves to the right where our
products are being selected

[Topic of
How to use Conditions
The below window will pop up asking to clarify a number.
Step 4: Insert the number that you
wish and select Ok
Note: This is how you
manage to have i.e. Top
5,10 etc Brands,
Manufacturers etc

[Topic of
What are Prompted Variables?
• Ability to input a numeric
variable (ex. in a Top X condition)
• It will work in conjunction with
– Conditions
– Analysis
– Expressions
– User Defined Items
• A new Numeric Variable Data
Selection will be added, as well
as a new icon on Advisor
toolbar for Dynamic Prompts

[Topic of
Using Prompted Variables
1. Open the Report Book Builder/Data
Selections
2. Click on New icon
3. Select Numeric Variable type
4. Add a meaningful Tag and
Name and click OK to exit
the screen

[Topic of
5. A new Data Selection will be
prompted. Enter a numerical
value
6. Click OK to exit the screen
back to the Data Selection
in the Builder

[Topic of
9. Open an existing condition or
create a new Top/Bottom one
10. Tick Numeric Variable to
create the condition based on
the Top X selection instead of
a given number
11. Click OK to exit the
screen

[Topic of
12. Once the new condition is
created, the Dynamic Prompts
icon is enabled
13. Click on Dynamic Prompts
to enter a number for the
condition created
14. Click OK to run the report

[Topic of
• Reports become more usable (easier to type a value
than search through all existing conditions to find the
appropriate one
• Reduces the number of conditions and analysis to be
created
• Client will get the exact information needed with no
additional time spent by the CSS to create custom
conditions/analysis

Becoming an expert
Analyses

[Topic of
What are Analysis Rules?
• Highlight or alter the format of displayed information
– Hide
– Color Values and Headings
• Constraints on reports for better interpretation of information
• Example of some Analysis rules ...
– Colours (e.g. red color negative growth, green color growth > 10%)
– Hide data (e.g. NA or ERR)
 Display the Previous or Next Analysis
 Click once to display all analysis created

[Topic of
Panel Types
Excel Hot LinkExcel Hot Link
MS Graph
Charts
MS Sheet
Table
Advisor tableNarrative
GRAPHSTABLESTEXT

[Topic of
Changing Panel Types
• Click on the Panel you wish to change;
– Right click-Panel Type…

[Topic of
What is Table Panel?
• The Native panel of Advisor
– Enhanced capabilities from version 6.2
– Will replace the MSSheet panel

[Topic of
What are Data Sets?
• Allows data retrieval and organizing in a panel
• Used to combine multiple data selections in one table

[Topic of
What is MS Chart panel?
• Graphical utility based on Office web components
– 100% Compatible with
MS Graph with all chart
types and formatting tools
– Drill down capabilities
– Interactive charting
capabilities

[Topic of
Formatting MSChart
• MSChart Objects

[Topic of
Formatting MSChart
• General Objects

[Topic of
Formatting MSChart
• Chart Types

[Topic of
Formatting MSChart
• Border/Fill

[Topic of
Formatting MSChart
• Format

[Topic of
Formatting MSChart
• Data Range

[Topic of
Formatting MSChart
• Series Groups

[Topic of
Formatting MSChart
• General for Series

[Topic of
Formatting MSChart
• Axis Formatting

[Topic of
Formatting MSChart
• Scale Formatting for Axis

[Topic of
What are dual axis charts?
Enable users to plot multiple data types on a chart with
different scales

[Topic of
Creating dual axis charts
1. In MSSheet display
the Periods in the Rows
and Facts in the Columns
2. Change panel type to MS Chart
panel
Note: make sure that the chart is
Column type

[Topic of
3. In Commands&Options go to Series
Groups, highlight the second series,
set the Operation as NEW GROUP
and click OK
4. Change the second fact series to a
line chart by clicking twice on it to
select it and then change the Type
to Line with Markers

[Topic of
5. Click on Series Groups, under Add
Axis select Group 2, change the
Axis position to Right and click on
the Add button
6. Result:

Saving wsp files and
report books

[Topic of
What are the ‘Save’ options ?
File menu:
„Save” – save the
whole WSP with the
same name, „Save
as” – under another
name
Report Book menu
„Save as” – saves
only current report
book as WSP,
„Export to viewer”
saves current report
book as WSV –
advantage user can
distibute single RB
inside the company

[Topic of
File menu, Save As
Saves the current file with
all its Reportbook to a
new file name.
Saving a File vs. Saving a Report Book
Reportbook menu, Save As
Adds the current report
book only into a new or
existing file.

[Topic of
1. From the Report Book
menu select Save As
Saving a report book to another file
2. Click on Browse, enter file name to be created
or report book added to, and click on Save
3. Rename the report book
accordingly

[Topic of
1. From the Report Book
menu select Save As
Saving a report book to the same file
2. Do not click on Browse, just click OK to
save file
3. New report book will be saved in the same file as last report
book

[Topic of
Summary of what we have seen so far
• Saving saving file vs. saving the report book
• Saving as new – creating the new copy of report book
• Pack and Go – delivering the templates/reports to clients

Working with Office in
Advisor

[Topic of
Generate Office Reports
 Select File > Generate
• Result : User has the option to generate
– Current report
– Entire report book
– Selection from the report book
• ImportantImportant:: AlwaysAlways save report to C:AdvisorOutput

[Topic of
How to generate PPT output
Action - Generates
the selected reports
as images / pictures.
Advantages – No
size restriction thus
users can generate
reports as they wish
– Very fast and easy
to generate.
Disadvantage –
Users can not edit
the pictures.
Action – Generates
selected reports as PPT
charts.
Advantage – No size
restriction thus users can
generate as much as they
want – very fast easy to
generate – users can edit
the data in each chart.
Disadvantage – Users
need to use the GRA to
format the charts.
Action - Generates selected reports as WS
Plus objects.
Advantages - Charts are replicated exactly
the same way as they appear in WS – Charts
are editable directly from WS – updated
automatically through WS.
Disadvantages - size limitation

[Topic of
How to generate PPT output
Step-by-step
1. Select File > Generate
2. Click Browse and State file name
3. Select the appropriate generation
method.
4. Finished

[Topic of
How to Copy / Paste to PPT
1. Select Edit > Copy
2. Select Edit > Copy Report

[Topic of
Using Copy Paste
• Ideal
– For Ad-hoc slides and requests
• Advantages
– Double click on any of the tables and you can access the information
in the tables.
• Need to know
– After copy paste results come out with the default PPT colors of the
template you are using however the GRA included will provide better
format with a single click.
• Result
– Same as the Generate Using Objects option shown in the Generator
slide 88.

[Topic of
Option 2 - Select Edit > Copy Report
W hat is the impact of price on my sales? - Sales vs price
T OTAL C ZECH REPU BLIC - FIG-3 BIT 45g M | Period Ended AS 2004 | | Share of CO U NT LINES/BAR
Sourc e: ACNielsen Czech R epublic Retail Audit Data
1. Select Edit > Copy Report
2. Paste Special > ACNielsen Object
3. Dbl Click to edit the chart
directly from WS.

[Topic of
PPA

[Topic of
Maintenance
Maintenance will update your previously exported PPT.
Step 1:Select Tools from
toolbar/ PowerPoint
Maintenance/ Run
Maintenance
Step 2: In the screen
above you choose
‘Add’. By default is set
up to Update
Update: keeps the previously
exported PPT and updates it
with current changes
Refresh: i.e we have comments
from last PPT set up and from this
period onwards we need to remove
those
Step 3: Choose the
path of the PPT you
want to work with
Step 4: The PPT file
appears on the screen
and select ‘Process’ so
as to start working

[Topic of
Generating Excel output
1. Select File > Generate 2. Click Browse and State file name
3. Finished

[Topic of
Generating Excel output
• Excel output also
generates a browser
style Table of Contents

[Topic of
Copy / Paste to XL
1. Select the table 2. Select Edit > Copy
3. Paste the data in Excel

[Topic of
Summary of what we have seen so far
• Office Report output overview
• How to create PPT output using File Generate
• How to create slide using simple Copy Paste
• How to create slide using Copy Report option
• How to create Excel output

Appendix 1
Hierarchical databases in Advisor I-sights
environment

[Topic of
Linear vs. Hierarchical
• ACNielsen Advisor is the environment ready to work with
any type of databases
• However linear database limits utilization of Advisor
features
• Linear database can be semi-automated (ex. Item level
can be selected thru id „item” in long description)
• 100% capacity of Advisor tools can be utilised with
hierarchical (characteristics) database

[Topic of
Top 5 Benefits of Characteristics
• Filter large databases
• Automatically identify new lines
• Easy maintenance of reports
• Groups products by attributes eg manufacturer
• Search the data by pre defined criteria

[Topic of
Data Selection Screen: working with
Characteristics
Selecting the brands of a manufacturer
1. Expand LEVEL
folder and
check BRAND
In the Items window all the available brands
will be displayed
2. Expand MANUFACTURER
folder and tick the chosen
manufacturer
In the Items window all the available brands
will be displayed

[Topic of
Characteristics
Selecting the brands of a manufacturer (cont’)
3. Press the ALL button
The Characteristic selection will appear in the Selected Items window

[Topic of
Characteristics
Modifying the selection – select the brands of another manufacturer
1. To view the details of the selection, click on this button
b) The selected
manufacturer’s brands will
be displayed
2. As a result two things
will happen
a) The LEVEL and
MANUFACTURER will be
ticked, ready to be
modified

[Topic of
Characteristics
Modifying the selection (cont’)
3. Expand the
MANUFACTURER
folder
4. Tick the new manufacturer and untick the
previous manufacturer

[Topic of
Characteristics
Modifying the selection (cont’)
5. Click on the ALL button and the manufacturer will be modified accordingly
in the Selected Items window

[Topic of
Total by, Drill Paths and Auto Drill
• Total By option is used only for hierarchical
characteristics total calculations
• Drill paths retrieves Total By calculations „on fly”,
organizing drill levels in the order requested by
user
• Auto-drill option opens automatically drill path to
designated level
• Ex. For sales dept retrieve Manufacturers and
Brands and for Marketing dept. Segments, then
Brands

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Editor's Notes