Necto 16 training 4 - analytics view component
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This document provides an overview of performing basic analytics in Necto 16 including: - Adjusting the grid display and selecting which data to view - Locating exceptional values by sorting, filtering, and reordering data - Concentrating on specific data through slicing and selecting dimension members - Calculating totals and using formulas to derive new values The agenda covers working with grids, charts, pivoting, drilling up/down, adding dimensions, and saving work. Exercises reinforce skills like adjusting layouts, finding best sellers, and using actions defined in the data cube.
Necto 16 training 4 - analytics view component
- 1. Necto 16 Training Necto Basic Analytics
- 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. Agenda •Working with grids • Adjusting the layout • Calculating totals •Focusing on specific data • Slicing • Selecting specific members
- 4. Grids and Charts Grid Chart Drag to adjust display Click to configure layout
- 5. Working with the grids…
- 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. 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. 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. 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. Dimensions Menu Add dimension (before or after) Use to open hierarchy in a single click
- 11. Dimension Layout Sets all members into one level Shows the parent value
- 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. 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. Members Menu
- 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. Saving Your Work Don’t forget to save your changes!
- 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. Focusing on Specific Data
- 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. 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. 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. 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. Selecting Members – Using Sets Allows reuse of selections later or in another view/WorkBoard Save the set with a recognizable name
- 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. 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. 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. 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. 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. 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
- 31. Examining Values • Sorting • Filtering values In what months do we sell the most?
- 32. Member’s Menu – Sort bySort by selected member Switch sort order ascending or descending Remove sort and return to original order
- 33. Member’s Menu – Value Filter Sort – sorts all values Filter –sorts and filters Indication that grid has been filtered and sorted
- 34. Member’s Menu –Value Filter by Dimension level to apply filter to
- 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. Member’s Menu –Reorder Reorder allows you to change the default layout of the members Bring Huntsville to first place
- 37. Exercise 3 – Sorting, Filtering and Reordering • Sort • Filter • Reorder
- 38. Actions – Add value Actions are defined in the cube and bubble up to Necto
- 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. Summary • Working with grids • Adjusting the layout • Calculating totals of values • Focusing on specific data • Slicing • Selecting specific members, including Sets • Other additional value
Editor's Notes
- #5: For the View component you have 3 presentation choices, they can be shown with Grid only, Grid and Chart at the same time or just the Chart alone.
- #11: The dimension menu is available by clicking on a dimension’s heading. The arrow appears as you move the mouse over the menu. It contains options that apply to the dimension from which the menu is opened. Demonstration / Exercise. When you pivot a dimension, you are moving the dimension into or out of your view or reversing the axes of dimensions already in your view (i.e. swapping rows and columns). Replacing Dimensions Use Replace… option to move dimensions into or out of the view. Replace Dimension You can replace a dimension in the crosstab with a dimension from the slicer and set the slicer to the default member (typically the All level) of the dimension. To replace a dimension in the grid with a dimension from the slicer: 1. Click on dimension’s small arrow to display the context menu. 1. Click on the Replace <dimension name> option and select the dimension you want to display out of all available dimension Dimensions are nested when two or more dimensions are placed on a single axis. There is no limit to the number of dimensions which can be nested. To nest a dimension, select the option Add before or Add after out of the drop down context menu and then select the dimension you wish to add. Drilling lets you move between summary and detailed data in the crosstab and chart. When you drill down, you see more detail. For example, a common drill down is used with the Date.Fiscal dimension. Members have a different menus that will be discussed in a later section of this module.
- #12: Standard Shows different levels in the Hierarchy. Standard with Parents Layout This is similar to Standard layout, but shows also subtotals for the parent members in the selected dimension. Tree Layout This layout displays the dimension’s members and their parents in tree format, with subtotals at parent level. Flat Layout This layout removes hierarchies from the dimension by hiding the parent member headings and showing just the members for which data is displayed.
- #13: The Standard with Parents Layout shows us the values of the parents in the first dimension. If there is more than one dimension, then you can see the totals for each dimension by using the Grand Totals and Sub Totals options. Grand Totals – total for all members. Even those that are not displayed in the grid. Sub Totals – total of selected (displayed members) Show Totals Below – by default totals are displayed above the values they are the total of. You can select to show them below the Values.
- #14: Member properties are items which do not fit easily in to a dimension structure but do represent valid data in reference to that dimension. So you could represent a customer dimensions with the name at one level you might also want their e-mail address but this does not really make sense in the dimension levels but as a member property is perfect.
- #15: How do you calculate the total of individual members that are not under the same hierarchy member? For example: you need the total for June which is in Q2, and July and August, which are in Q3. Answer in next slides.
- #16: From the Members menu you have many new options, such as creating a formula
- #17: These are basic formulas – advanced formulas are covered in the Advanced Analytics module. Note that the formula selection is dynamic so if you select a single member the formula options with change because SUM is not valid for a single member for example
- #18: Changes made to the workboard will not be saved unless you save them using the save button.
- #19: See Workbook for detailed instructions.
- #22: If you would like only specific members to be displayed in the grid, there are several methods for doing this. The first method is by selecting the members that you don’t want to be displayed, and then hiding them. When members are hidden there is NO indication of this (if items are hidden you are not wanting to alert others to this fact), to see if items are hidden choose a show … option from the Hide menu.
- #23: Note the checkboxes: Allow drill down on selected members Show caption – only the member name – when removed, shows the parents.
- #24: Allow drill down on selected members – determines if you will be able to drill down to lower levels in the Hierarchy i.e. if the + sign is displayed next to the selected members names Show caption – only the member name – when removed, the parents path will be displayed.
- #25: Allow drill down on selected members – determines if you will be able to drill down to lower levels in the Hierarchy, if the + sign is displayed next to the selected members names in the same way as other selections
- #26: Sets are stored in the systems just like WorkBoards, you can create Public (if permissions allow), Private and Share your sets with others To help you to choose the right set to use hover over the set to see a detailed tool tip of the sets contents
- #27: Slicing the data shows only specific members of a dimension. For example, from the Delivery Date.Fiscal dimension you can choose to view only “July 2006”. To slice the data, click the Slice Data icon on the left hand side. A list of dimensions appear. When a Workboard includes more than one view, if you move the mouse over a dimension, you can see which views this dimension is relevant to. For example: when we hover the mouse over “Delivery Date.Fiscal” we see one view that is highlighted, consequently only this view can be sliced by Delivery Date.Fiscal . Before being sliced, the views show data for all items, you can choose to see data only for a specific item or multiple. When the workboard has only one view, or when a view is maximized, only the filters that are relevant to that single view will be listed in the menu on the left.
- #28: The Filter pane allows selecting multiple members from different dimensions and applying them through a single request To Filter the crosstab: 1. Display the Filter pane 2. Click on dimension to expand and expose its members 3. Select the member(s) 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(s) from the 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(s) by clicking on the members name from the header. This will open up the dimension and display the member(s) selected.
- #29: Select Members allows you to create a selection within the slicers this means that you can no longer choose from all available member options
- #30: All of these actions can also be found in the Dimensions selector and the Ribbon
- #31: See Workbook for detailed instructions.
- #34: When you choose a member on one of the axes, it will sort the members on the other axis according to the selected members value. In the example above: choosing to sort by unit sales will sort the months according the number of units sold in each month.
- #35: The difference between sort and filter is: Sort – all the members in the grid are sorted and displayed. Filter – all the members in the grid are sorted, but only the top X are displayed.
- #36: The default rank method is to display the top or bottom 10 items. 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.
- #37: See Workbook for detailed instructions.
- #38: Reorder changes the default ordering of the members, this can be useful because the cube does not have an ordering system so members tend to be shown to the viewer in a fairly random order.
- #39: See Workbook for detailed instructions.
- #40: An action of this type is defined on the cube by your IT, it can be of many types such as a drillthrough to data, which shows the underlying rows making up the number you see in the cell, a map as you see in the example and much more.
- #41: See Workbook for detailed instructions.
- #42: This is what we have learned in the lesson.