Creation of Report
CREATION OF REPORT <ul><li>Select Metrics </li></ul><ul><li>Select Attributes </li></ul><ul><li>Select Time, Filter, Ranki...
METRIC - OVERVIEW <ul><li>Metric are the measure used to evaluate the business process </li></ul><ul><li>Metric folder con...
SELECT METRICS - STEPS <ul><ul><li>1. Click Create Report >>Select Metrics :  </li></ul></ul><ul><ul><li>A list of metric ...
SELECT METRICS - STEPS <ul><ul><li>4. Click the metric folder from where metric to be added  </li></ul></ul><ul><ul><li>5....
ATTRIBUTES - OVERVIEW <ul><li>Attributes are the factors that determines the value of a metric  </li></ul><ul><li>Attribut...
SELECT ATTRIBUTE - STEPS <ul><ul><li>Click Create Report >Select Attributes  </li></ul></ul><ul><ul><li>A list of attribut...
SELECT ATTRIBUTES - STEPS <ul><ul><li>2. Click the attribute folder from where attributes to be added </li></ul></ul><ul><...
TIME - OVERVIEW <ul><li>Setting the Time: Setting the time for a report helps to   compare metrics across time periods.  <...
SELECT TIME - STEPS <ul><ul><li>1. Click >Create Report > Select Time, Filters and Rankings>Time  </li></ul></ul><ul><ul><...
SELECT TIME - STEPS <ul><ul><li>2. From the Calendar list , select a calendar for time attributes </li></ul></ul><ul><ul><...
SELECT TIME - STEPS <ul><ul><li>4. Selecting the granularity of the time period is optional </li></ul></ul><ul><ul><li>5. ...
FILTER - OVERVIEW <ul><li>Creating Filters: Filter allow to set a range for the data that need to be displayed </li></ul><...
SELECT FILTER - STEPS <ul><ul><li>1. Click > Create Report > Select Time, Filters and Rankings>Filters </li></ul></ul><ul>...
SELECT FILTER - STEPS <ul><li>2.  In the Attribute filter selection task area, Click select an attribute  to select an att...
SELECT FILTER - STEPS <ul><ul><li>5. To create a prompt for the attribute filter ,select prompt this filter before running...
SELECT FILTER - STEPS <ul><ul><li>12. To remove an attribute filter , Click the remove button </li></ul></ul><ul><ul><li>1...
RANKING - OVERVIEW <ul><li>Setting Ranking Criteria: A ranked report displays data  in a specific order </li></ul><ul><li>...
SELECT RANKING - STEPS <ul><ul><li>1. Click >Create Report > Select Time, Filters and Rankings>Ranking </li></ul></ul><ul>...
SELECT RANKING - STEPS <ul><ul><li>2. In the Ranking task area, Click absolute ranking </li></ul></ul><ul><ul><li>3. From ...
LAYOUT AND SETUP <ul><li>Set report table layout </li></ul><ul><li>Set report table formats </li></ul><ul><li>Add a chart ...
SET REPORT TABLE LAYOUT - STEPS <ul><ul><li>Click Create Report > Layout and Setup > Table Layout : </li></ul></ul><ul><ul...
SET REPORT TABLE LAYOUT <ul><ul><li>2. To create a cross tab report , from the row attribute area, drag an attribute to th...
SET REPORT TABLE FORMATS - STEPS <ul><ul><li>1. Click Create reports > Layout and setup > Formatting </li></ul></ul><ul><u...
SET REPORT TABLE FORMATS - STEPS <ul><ul><li>2. Enter the Metric Information </li></ul></ul><ul><ul><li>3. Enter the calcu...
ADD A CHART TO A REPORT - STEPS <ul><ul><li>1.From the Layout and Setup page, Click Charting </li></ul></ul><ul><ul><li>2....
ADD A CHART TO A REPORT - STEPS <ul><ul><li>3. To display the chart based on row or column data, click Draw series  </li><...
ANALYTICAL WORKFLOW - OVERVIEW <ul><li>An Analytical workflow is a list of reports linked together in a hierarchy </li></u...
CREATE AN ANALYTICAL WORKFLOW - STEPS <ul><ul><li>1. Click Create Report > Layout and setup > Workflows  </li></ul></ul><u...
CREATE AN ANALYTICAL WORKFLOW - STEPS <ul><ul><li>2. Click the Add workflow Node button </li></ul></ul>3.Create workflow b...
CREATE AN ANALYTICAL WORKFLOW - STEPS <ul><ul><li>4. For each report in the analytic workflow, click create report to crea...
PUBLISH – STEPS TO DEFINE REPORT PROPERTIES <ul><ul><li>1 . Click Create report > Publish > Define Report Properties  </li...
PUBLISH – STEPS TO SUBSCRIBE GROUPS& USER  <ul><ul><li>1. Click Create Report > Publish> Subscribe Users </li></ul></ul><u...
PUBLISH – STEPS TO BROADCAST <ul><ul><li>1. On the create Report tab, Click Publish >Setup Broadcasting </li></ul></ul><ul...
PUBLISH – STEPS TO BROADCAST  <ul><ul><li>3.Click the Recipients to select the recipients </li></ul></ul><ul><ul><li>4.Cli...
Working with Report Data
WORKING WITH REPORT DATA <ul><li>Highlighting Metric Values </li></ul><ul><li>Drilling into a Report </li></ul><ul><li>Usi...
HIGHLIGHTING METRIC VALUES - OVERVIEW <ul><li>Helps to Identify important data , trends and patterns at a glance </li></ul...
HIGHLIGHTING METRIC VALUES - STEPS <ul><ul><li>1. Open the report to create a highlighting rule </li></ul></ul><ul><ul><li...
HIGHLIGHTING METRIC VALUES - STEPS <ul><ul><li>4.Enter the Required Information in the Displayed Tab </li></ul></ul><ul><u...
DRILLING INTO A REPORT - STEPS <ul><ul><li>1. Open the report to drill  </li></ul></ul><ul><ul><li>The Report Displays on ...
DRILLING INTO A REPORT - STEPS <ul><ul><li>2. Select the attribute value for the drill </li></ul></ul><ul><ul><li>3. Click...
DRILLING INTO A REPORT - STEPS <ul><ul><li>4. From the available drill paths, Select the attribute to be displayed </li></...
USING WORKFLOW IN A REPORT - STEPS <ul><ul><li>1. Open the Report </li></ul></ul><ul><ul><li>2. Click the attribute value ...
USING WORKFLOW IN A REPORT - STEPS <ul><ul><li>4. To display detail , Click Detail view </li></ul></ul><ul><ul><li>5. Clic...
DISPLAY A REPORT CHART - STEPS <ul><ul><li>1.Open the report </li></ul></ul><ul><ul><li>2.Click Charts on the Analyze tab ...
DISPLAY A REPORT CHART - STEPS <ul><ul><li>3. On the chart tab, Click the chart type </li></ul></ul>
DISPLAY A REPORT CHART - STEPS <ul><ul><li>4. Click the show Chart toolbar button to show chart type </li></ul></ul><ul><u...
EXPORT REPORT DATA TO EXCEL PIVOT TABLE <ul><li>Choose this option if further analysis on the report data is required   </...
EXPORT REPORT DATA USING AN EXCEL TEMPLATE FILE <ul><li>PowerAnalyzer creates a new excel file based on the chosen templat...
RETAINING POWERANALYZER FORMATTING <ul><li>PowerAnalyzer Creates an excel file that contains the data in the format that i...
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Informatica PowerAnalyzer 4.0 2 of 3

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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
  • Transcript of "Informatica PowerAnalyzer 4.0 2 of 3"

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

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