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Informatica PowerAnalyzer 4.0 2 of 3
 

Informatica PowerAnalyzer 4.0 2 of 3

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Select Metrics

Select Metrics
Select Attributes
Select Time, Filter, Ranking
Layout and Setup
Analytical Workflow
Publish

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  • Setting the report table formats , Modify the look and feel of the report

Informatica PowerAnalyzer 4.0 2 of 3 Informatica PowerAnalyzer 4.0 2 of 3 Presentation Transcript

  • Creation of Report
  • CREATION OF REPORT
    • Select Metrics
    • Select Attributes
    • Select Time, Filter, Ranking
    • Layout and Setup
    • Analytical Workflow
    • Publish
  • METRIC - OVERVIEW
    • Metric are the measure used to evaluate the business process
    • Metric folder contains the metric and it resides in the schema directory
    • For example sales, cost , Revenue are the metrics that talk about your business
    • A calculated metric contains mathematical expression based on a metric from one or more fact tables
  • SELECT METRICS - STEPS
      • 1. Click Create Report >>Select Metrics :
      • A list of metric folder displays in the metric folder task area
  • SELECT METRICS - STEPS
      • 4. Click the metric folder from where metric to be added
      • 5. Click the metric to be added in the report , Selected metric appears in the box Select metrics
      • In the detail task area, from the analyze time series by list, select the time key for the metric
      • To change the Order of the metric ,click move button up and down
      • To create Prompt for a Metric , select prompt values
      • Click Save
  • ATTRIBUTES - OVERVIEW
    • Attributes are the factors that determines the value of a metric
    • Attribute Folder contains attributes. The attribute folder resides in the schema directory
    • For example Product, Region, Time are attributes
    • Following task can be performed on the attributes
        • Create a prompts for a attribute
        • Setting up a time attribute
        • Creating a query to search for an attribute
  • SELECT ATTRIBUTE - STEPS
      • Click Create Report >Select Attributes
      • A list of attributes folder displays in the attribute folder task area
  • SELECT ATTRIBUTES - STEPS
      • 2. Click the attribute folder from where attributes to be added
      • 3. Select the attribute to be added in the report
      • 4. Click Add , Selected attributes appear in the box under select attributes
      • 5. To change the Order of the metric ,click move button up and down
      • 6. To create Prompt for a Metric , select prompt values
      • 7. Click Save
  • TIME - OVERVIEW
    • Setting the Time: Setting the time for a report helps to compare metrics across time periods.
    • Time settings is done by selecting values for these options
          • Calendar (Common, Fiscal , Custom)
          • Time Period (Relative , Absolute)
          • Granularity for the Time Period
          • Refinements for the time period and granularity (Comparison, Calculation, Exclusion)
  • SELECT TIME - STEPS
      • 1. Click >Create Report > Select Time, Filters and Rankings>Time
      • The Time Tab Displays
  • SELECT TIME - STEPS
      • 2. From the Calendar list , select a calendar for time attributes
      • 3. From the Time period list , select a time period for the data to be
      • displayed in the report
  • SELECT TIME - STEPS
      • 4. Selecting the granularity of the time period is optional
      • 5. Selecting the Refinement is Optional
      • 6. To compare data against data from another time period , select the time period from the comparison list
      • 7. Select Calculations need to be displayed
      • 8. To exclude certain data , Select Exclusion from the Exclusion list
      • 9. Save
  • FILTER - OVERVIEW
    • Creating Filters: Filter allow to set a range for the data that need to be displayed
    • Types of Filter
          • Attribute Filters
          • Metric Filters
    • Filterset:A Filterset is a collection of filters
    • Grouping Multiple Filters
    • Progressive Filtering :Allows to select values based on other filter
  • SELECT FILTER - STEPS
      • 1. Click > Create Report > Select Time, Filters and Rankings>Filters
      • The Filter tab Displays
  • SELECT FILTER - STEPS
    • 2. In the Attribute filter selection task area, Click select an attribute to select an attribute for the filter
      • From the operator list , select an operator for the filter
      • Select Values for the filter
  • SELECT FILTER - STEPS
      • 5. To create a prompt for the attribute filter ,select prompt this filter before running
      • 6. To display attributes values in a progressive manner , Enable Progressive filtering
      • 7. To restrict user from removing filter , select restrict removal
      • 8. To add another filter , repeat step 3 to 7
      • 9. To view the SQL of the attribute filter ,click advanced
      • 10. To change the Order of applying filter ,click the move arrows
  • SELECT FILTER - STEPS
      • 12. To remove an attribute filter , Click the remove button
      • 13. If more than one attribute filters need to be grouped ,Click switch to Advance group
      • 14. Click Save
  • RANKING - OVERVIEW
    • Setting Ranking Criteria: A ranked report displays data in a specific order
    • Types of Ranking
        • Absolute (Similar to sorting)
        • Percent (Based on percent values)
  • SELECT RANKING - STEPS
      • 1. Click >Create Report > Select Time, Filters and Rankings>Ranking
      • Rank Tab Displayed
  • SELECT RANKING - STEPS
      • 2. In the Ranking task area, Click absolute ranking
      • 3. From the ranking order list , Select a ranking order, Top/Bottom
      • 4. Enter a numeric value for the number of ranked rows
      • 5. From the attribute list ,Select an attribute for ranking
      • 6. From the metric list, Select a metric for ranking
      • 7. To create nested ranking , repeat step 3 to 6
      • 8. Click Save
  • LAYOUT AND SETUP
    • Set report table layout
    • Set report table formats
    • Add a chart to a report
    • Creating an Analytical workflow
  • SET REPORT TABLE LAYOUT - STEPS
      • Click Create Report > Layout and Setup > Table Layout :
      • Table Layout Displays
  • SET REPORT TABLE LAYOUT
      • 2. To create a cross tab report , from the row attribute area, drag an attribute to the column attribute area
      • 3. To Create a report table with metric as rows, drag a metric to the row metric area
    4.To Create a Sectional report table, drag an attribute to the section 5.Click to Save
  • SET REPORT TABLE FORMATS - STEPS
      • 1. Click Create reports > Layout and setup > Formatting
      • Formatting Tab Displays
  • SET REPORT TABLE FORMATS - STEPS
      • 2. Enter the Metric Information
      • 3. Enter the calculation Information
      • 4. Select date/Time Format for the date attributes in the report
      • 5. Enter the display information
      • 6. Enter the Fonts Information
      • 7. Click Save
  • ADD A CHART TO A REPORT - STEPS
      • 1.From the Layout and Setup page, Click Charting
      • 2.Click Add Chart ( The Chart toolbar displays)
  • ADD A CHART TO A REPORT - STEPS
      • 3. To display the chart based on row or column data, click Draw series
      • 4. To hide the colored dots for highlighting in the chart, click Hide Metadata
      • 5. To hide the report chart in the analyze tab, click Hide chart
      • 6. Enter the Information on the displayed page
      • 7. To add another chart click Add chart
      • 8. To display the chart, click Display
      • 9. Click Save
  • ANALYTICAL WORKFLOW - OVERVIEW
    • An Analytical workflow is a list of reports linked together in a hierarchy
    • The First/Primary Report can be on-demand report or cached report
    • On the Analyze tab, the workflow tab displays the analytical wok flow associated with a report
    • Figure Below is a sample workflow
  • CREATE AN ANALYTICAL WORKFLOW - STEPS
      • 1. Click Create Report > Layout and setup > Workflows
      • Workflow Tab displays
  • CREATE AN ANALYTICAL WORKFLOW - STEPS
      • 2. Click the Add workflow Node button
    3.Create workflow by adding , inserting as needed
  • CREATE AN ANALYTICAL WORKFLOW - STEPS
      • 4. For each report in the analytic workflow, click create report to create report
      • 5. Click save
  • PUBLISH – STEPS TO DEFINE REPORT PROPERTIES
      • 1 . Click Create report > Publish > Define Report Properties
      • The Properties tab appears
      • 2. Enter the Information required in the page
      • 3. Click Save
  • PUBLISH – STEPS TO SUBSCRIBE GROUPS& USER
      • 1. Click Create Report > Publish> Subscribe Users
      • Displays Subscribe tab
      • 2. To select users, Click the user name and click Subscribe
  • PUBLISH – STEPS TO BROADCAST
      • 1. On the create Report tab, Click Publish >Setup Broadcasting
      • Displays the Broadcasting tab
    2.Enter the name of the Broadcasting rule
  • PUBLISH – STEPS TO BROADCAST
      • 3.Click the Recipients to select the recipients
      • 4.Click Go
      • 5.Click the user or group name to select ,and then click Add
      • 6.Click Ok
  • Working with Report Data
  • WORKING WITH REPORT DATA
    • Highlighting Metric Values
    • Drilling into a Report
    • Using Analytical workflow
    • Displaying a Report Chart
    • Exporting Report Data to Excel
  • HIGHLIGHTING METRIC VALUES - OVERVIEW
    • Helps to Identify important data , trends and patterns at a glance
    • Helpful in reports with multiple metrics or many rows
    • Highlighting of Values in a real-time ,on-demand , cached report is done by applying Highlighting rule
    • To highlight a metric value, we can use colors, patterns, symbols
    • It is also called as Exception Handling or Traffic Highlighting among Business User
  • HIGHLIGHTING METRIC VALUES - STEPS
      • 1. Open the report to create a highlighting rule
      • 2. Click the metric name to create the rule
      • 3. Click Highlighting ( Highlight Tab Displays)
  • HIGHLIGHTING METRIC VALUES - STEPS
      • 4.Enter the Required Information in the Displayed Tab
      • 5.Click Ok
  • DRILLING INTO A REPORT - STEPS
      • 1. Open the report to drill
      • The Report Displays on the Analyze Tab
  • DRILLING INTO A REPORT - STEPS
      • 2. Select the attribute value for the drill
      • 3. Click Drill ( Drill Path is Displayed on the Drill Tab)
  • DRILLING INTO A REPORT - STEPS
      • 4. From the available drill paths, Select the attribute to be displayed
      • 5. Click Drill
      • 6. To Drill anywhere in the report ,from the Drill tab , click the Drill Anywhere button
  • USING WORKFLOW IN A REPORT - STEPS
      • 1. Open the Report
      • 2. Click the attribute value for the analysis filter
      • 3. Click the workflows tab
  • USING WORKFLOW IN A REPORT - STEPS
      • 4. To display detail , Click Detail view
      • 5. Click the workflow report (analyzer displays the workflow report )
  • DISPLAY A REPORT CHART - STEPS
      • 1.Open the report
      • 2.Click Charts on the Analyze tab (Chart Tab Displays)
  • DISPLAY A REPORT CHART - STEPS
      • 3. On the chart tab, Click the chart type
  • DISPLAY A REPORT CHART - STEPS
      • 4. Click the show Chart toolbar button to show chart type
      • 5. Click Go
  • EXPORT REPORT DATA TO EXCEL PIVOT TABLE
    • Choose this option if further analysis on the report data is required
    • PowerAnalyzer uses a Macro to refresh the data
  • EXPORT REPORT DATA USING AN EXCEL TEMPLATE FILE
    • PowerAnalyzer creates a new excel file based on the chosen template
  • RETAINING POWERANALYZER FORMATTING
    • PowerAnalyzer Creates an excel file that contains the data in the format that is seen on the analyze tab