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15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution


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PANORAMA NECTO 14 TRAINING - Panorama is leading a Business Intelligence 3.0 revolution and a creation of a new generation of Business Intelligence & Data Discovery solutions that enable organizations to leverage the power of Social Decision Making and Automated Intelligence to gain insights more quickly, more efficiently, and with greater relevancy.

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15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution

  1. 1. Necto Training Module 15: Necto Formulas and Exceptions
  2. 2. Objectives  By the end of this lesson you will be able to:  Perform advanced analytics by:  Defining formulas  Defining exceptions
  3. 3. Agenda  Formulas  Exceptions
  4. 4. Using Formulas
  5. 5. What Are Formulas?  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 I’d like to do calculations that are not provided by the cube. For example: examine the difference between two products
  6. 6. Formula Definition Process Set a name Result format Order of calculation if function within function Select a formula type Select and drag members from grid Change order in formula Delete member(s) from formula View Formula Apply Choose members not currently in grid
  7. 7. Formula Created – New Member Appears Click New – to create an additional formula Member menu + formula options
  8. 8. Math Formula Type Formula Syntax Sum Sum(…) Aggregate Aggregate(…) Ratio Param1 /Param2 Growth (Param2 – Param1)/Param1 Difference Param2 – Param1 Average Average(…) Max Max(…) Min Min(…) Wow! I can see not only numbers, but how they relate to each other
  9. 9. Customized Formula Type
  10. 10. 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
  11. 11. Free MDX Select free MDX type Or start from predefined formula and edit its MDX
  12. 12. Free MDX Editing Options Check if valid Insert OLAP command Set font and size Format MDX Insert a placeholder Floating window Maximize
  13. 13. 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
  14. 14. Use of Parameters in MDX - Definitions Title displayed on workboard. # will be replaced with the current value Name that will be used in MDX Navigation Component definition View Component formula definition
  15. 15. Exercise 1 – Working with Formulas  Define a Mathematical formula  Define a Customized formula  Define an MDX Formula that includes dynamic parameters
  16. 16. Exceptions
  17. 17. Exceptions Highlight cell values according to a specified criteria Apply to measure Enable or disable exceptions at any time Exceptions are defined per component per measure Tooltip shows criteria or description
  18. 18. Description will be used in tooltip instead of criteria (optional) Defining a Simple Exception 2. Click to add an exception definition 3. Select Exception Type = Simple 4. Define criteria 5. Click to apply 1. Select a Measure
  19. 19. Filtering by the Exception Filter by… allows filtering of the grid to the Exceptional data Now you only see the Exceptional data
  20. 20. 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.
  21. 21. Bubble-up Exception A bubble-up exception highlights parent cells when a descendant meets the criteria definition In general, Sales have met the goal. But individual types of Bottles and Cages and Cleaners have not.
  22. 22. Defining a Bubble-up Exception Select Exception Type = Bubble up Select hierarchy level
  23. 23. Free MDX Exception Can drag items from the grid to the MDX expression Check if valid Insert placeholder Set font and size Format MDX Insert OLAP command
  24. 24. 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
  25. 25. Defining a Navigation Control of Type Exception 1. Click and drag to add navigation control to workboard 3. Select Type = Exception 2. Click to add parameter 4. Select exception defined in workboard 5. Values are automatically populated. You may edit them 6. Select Visualization form
  26. 26. Using the Navigation Control While in Maximize Mode
  27. 27. Exercise – Working with Exceptions  Define a simple exception  Define a bubble-up exception  Define a navigation control of type “Exception”  Filter any of the Exceptions
  28. 28. Thank you Any Questions?