06 necto advanced_analytics_ready


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06 necto advanced_analytics_ready

  1. 1. Necto TrainingModule 6: NectoAdvanced Analytics
  2. 2. Objectives By the end of this lesson you will be able to: Perform advanced analytics by: Defining formulas Defining exceptions Enhance your workboard by configuring properties
  3. 3. Agenda Automated Insights Formulas Exceptions Properties
  4. 4. Automated Insights
  5. 5. Automated Insights When did our results drop compared to the previous year? It will take me ages to search the data It only takes a few seconds with the One Click Insight feature!
  6. 6. One Click InsightCompares selectedperiod with previous 1. Click to use 2. Set Show onlyperiod automatic criteria values that insight match criteria
  7. 7. Found Insights Indicator that value Color indicates matches the criteria severity Wow! One Click quickly pinpoints trends and challenges from volumes of data
  8. 8. Cause and Effect Click to find cause and effect Wait there’s more! Necto helps you find the root cause of the problem
  9. 9. Cause and Effect Results Move mouse over to see detailsPrevious view is Can activate cause andsaved in scrapbook effect again by clickingfor quick access value or arrow
  10. 10. Advanced Analytic Options
  11. 11. Accessing Advanced Analytic Options Enter Edit Maximize the Mode component
  12. 12. Advanced Analytic OptionsFormulas Exceptions Properties
  13. 13. Using Formulas
  14. 14. What Are Formulas? I’d like to do calculations that are not provided by the cube. For example: examine the difference between two products 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
  15. 15. Formula Definition ProcessSet a name Result Order of calculation if format function within function Select a formula type Select and drag members from grid Change order in formula Delete member from formulaView Formula Apply
  16. 16. Formula Created – New MemberAppearsClick New – to create an Member menu +additional formula formula options
  17. 17. Math Formula TypeFormula SyntaxSum Sum(…)Ratio Param1 /Param2Growth (Param2 – Param1)/Param1Difference Param2 – Param1Average Average(…)Max Max(…) Wow! I can see notMin Min(…) only numbers, but how they relate to each other
  18. 18. Customized Formula Type
  19. 19. Time Formula TypeFunction DescriptionYTD Returns a set of months starting with the first month of the year and ending with supplied monthQTD Returns a set of months starting with the first month in the quarter and ending with supplied monthMTD Returns all siblings of the supplied member starting at the first sibling and ending with the supplied sibling
  20. 20. Free MDX Select free MDX type Or start from predefined formula and edit its MDX
  21. 21. Free MDX Editing Options Set font and size Insert OLAP InsertCheck if valid command placeholder To define a parameter Measures and parameters Floating Maximize appear in bold window
  22. 22. Using Parameters in Free MDXI’d like the end-user to be able toset a value (%change in sales) Add a formula that will reflect the expected change
  23. 23. Use of Parameters in MDX - DefinitionsNavigation Component definition View Component formula definition Name that will be used in MDX Title displayed on workboard. # will be replaced with the current value
  24. 24. Exercise 1 – Working with Formulas Define a Mathematical formula Define a Customized formula Define an MDX Formula that includes dynamic parameters
  25. 25. Exceptions
  26. 26. ExceptionsApply to Enable or disablemeasure exceptions at any time Tooltip shows criteria or description Highlight cell values Exceptions are defined according to a specified per component criteria per measure
  27. 27. Defining a Simple ExceptionsDescription will beused in tooltip 1. Select a Measureinstead of criteria 2. Click to add an exception definition 3. Select Exception Type = Simple 4. Define criteria 5. Click to apply
  28. 28. Defining Exceptions – On SelectedMembers Only I have a lot of data in the grid. I would only like to check exceptions in several members.
  29. 29. Bubble-up Exception A bubble-up exception highlights parent cells when a descendant meets the criteria definition In general, helmet sales have met the goal. But individual types of helmets have not
  30. 30. Defining a Bubble-up ExceptionSelect ExceptionType = Bubble upSelect hierarchylevel
  31. 31. Free MDX ExceptionCheck if validInsert OLAPcommandFormat MDXSet font andsize Can drag items from the grid to theInsert MDX expressionplaceholderCreateparameters
  32. 32. Using a Navigation Control WithExceptionsEach month the sales quotachanges. Will I need to editthe exception every time? You can add a navigation control that will allow you to dynamically set criteria value
  33. 33. Defining a Navigation Control of Type Exception 2. Click to add parameter 3. Select4. Select exception Type = Exceptiondefined in workboard 1. Click and drag to add navigation5. Values are control to workboardautomatically populated.You may edit them6. SelectVisualization form
  34. 34. Using the Navigation Control While inMaximize Mode
  35. 35. Exercise – Working with Exceptions Define a simple exception Define a bubble-up exception Define a navigation control of type “Exception”
  36. 36. Defining Deliveries
  37. 37. What are Deliveries? Notification to users about exceptions
  38. 38. Creating a New Delivery
  39. 39. Delivery Task Wizard Select the view to deliver Exception can be in a different view
  40. 40. Schedule When will exception be tested? Will view be attached to the email?
  41. 41. Exception Task Select exception
  42. 42. Delivery Message Message can be plain text or html Enter message Insert the text view as..
  43. 43. Recipients Select type Select security of user method Browse and select users
  44. 44. Sender Provide sender information and subject Select send option
  45. 45. Properties
  46. 46. Properties Definition Component Workboard Internal component Workboard elements attributes attributes Color schemes Component’s external Chart/ Grid / Smart attributes: position, Report title, additional buttons
  47. 47. Component Properties Properties category To enable editing of properties, Inherit properties from skin = no Reset skinProperties are mostlyvisual attributes
  48. 48. Component Properties- Chart Properties Can adjust number format
  49. 49. Component Properties - Filters Properties Click to hide filter
  50. 50. Accessing Workboard PropertiesEdit mode enabled Components are minimized. All Workboard components are displayed Select Properties
  51. 51. Workboard Properties - Application Set languageCan select one ofthe saved skins If you don’t like animations, can disable them Enable editing of additional properties After modifying properties you can save skin
  52. 52. Workboard Properties - Workboard Change workboard size. Larger will include scroll barsSlicer of previousworkboard can be applied Click to add a script willto this one when it opens be executed when WB is loadedGraphical propertiesNote: you can saveskin at any level
  53. 53. Workboard properties - Component Name of componentComponentdefinition dialog Auto-refresh data settings. Never or number of minutes
  54. 54. Workboard Properties - AddingButtons to Components Select a Component Define button Add button properties Click Buttons Can add a JavaScript
  55. 55. Workboard Properties – EnablingEditing of Data Properties Select ApplicationSet to Yes
  56. 56. Editing Data Properties – in Component PropertiesSelect Data
  57. 57. Exercise Modify Grid properties Change the background color of the y axis items Add an action button to the grid The button should alert(„Hello World‟);
  58. 58. Thank youAny Questions?