This document provides training on performing basic analytics in Necto. It covers adjusting grid layouts and calculating totals, focusing on specific data by slicing and selecting members, and working with charts. The training includes exercises on rotating grid axes, adding and removing dimensions, sorting and ranking values, changing chart types and properties, and using charts to drill down and find exceptions in the data. The overall goal is to help users prepare for analyzing sales data by focusing on specific time periods and visualizing results.

1. Necto Training
Module 4: 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
Finding exceptions and using automated insight
Working with charts

4. Case Study
How can this view help me
prepare the drinks inventory for
the summer months?

5. Grids and Charts
Click to
configure layout
Chart
Drag to adjust
display
Grid

6. Working with Grids

7. Grid Layout
X axis X axis
dimension dimension
Y axis name members
dimension/s
name/s
Y axis Measures
dimension Operations are revealed by mouse
members hovering.
• Dimension operations
• Member operations
• Grid operations

8. Rotating the Grid Axes (Pivoting)

9. Drilling Up or Down
Use Use
To drill up To drill down

10. Dimensions Menu
Click to access
dimensions menu
Add (nest) /
remove
dimensions
from chart
Use to open hierarchy
in a single click

11. Dimension Layout
Shows the Sets all
parent value members into
one level

12. Showing Totals and Sub Totals
Total of ALL
members of the
dimension
Total of selected
(displayed)
members only
See how it works
when I have more
than one dimension
on the Y axis

13. Sum of Individual Members
I need to know the sales in the
summer months: 6, 7, 8.
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 3. Enter a name for
multiple selection the formula
2. From the members 4. Formula results are
menu – select formula added to the grid
type

16. Defining the grid size

17. Saving Your Work
Don’t forget to save your changes!

18. Exercise 1– Working with Grids
Rotating the axis (pivoting)
Drilling up and down
Adding and removing dimensions
Dimension layout options
Don’t forget to save
Grand total and sub total your changes!
Using formulas

19. Focusing on Specific Data

20. Focusing on Specific Data
I only need to know how many
Slicing units of drinks have been sold in
Q3.
Selecting specific Can I see only part of the data?
members
Hiding specific
members

21. Selecting Members – Using the
Member Menu
Click members to select. Use Click arrow to open
CTRL for multiple selection. members menu
Can choose to hide or
show only selected
members
Select adds a filter
sign, that can be
clicked to reveal
hidden members Hide has no indication
Use Hide menu to reveal members

22. Selecting Members – Using the
Dimensions Menu
Now only Q2 of 1997
will appear on the grid
A filter indicator will appear.
Click it to remove filter.

23. Selecting Members – Using the
Dimensions Menu
When
unchecked,
Allows drill down
shows parents:
option
Year.1997.Q2
to be available

24. Slicing - Filtering data by Dimension
Members
Click to slice
data
When maximized,
Move the mouse over a filter only relevant filters
name - relevant views will be will be displayed
highlighted

25. Slicing
Selected filters
You can select multiple members from are displayed
here
different dimensions
Click to slice
data
Selected filters
are displayed in
the parenthesis Search for a
member within
the dimension
Select a
dimension and
a member to
filter by
Click to Apply

26. Exercise 2 – Concentrating on Specific
Data
Select Dimension members
Select values
Slice (filter) the data

27. Sorting and Ranking

28. Examining Values
In what months do we sell the
most?
Sorting
Ranking values

29. Member’s Menu – Sort by
Sort by selected Switch sort order
member ascending or
descending
Remove sort and
return to original
order

30. Member’s Menu – Rank by
Indication that grid
has been filtered
and sorted
Sort – sorts all values
Rank –sorts and filters

31. Member’s Menu – Rank by – Filter by
Value…
Dimension level
to apply filter to

32. Exercise 3 – Sorting, Ranking and
Using automated Insights
Sort
Rank

33. Working with Charts

34. Charts
How can I visualize my data?
Now I can clearly see that
food is the major contributor
to my store sales

35. What does the Chart Display?
Chart
legend Move mouse over bar to
see details
The Chart displays selected
values
Select using drag and CTRL
Selection can include only
members of the same
hierarchy level

36. Chart Component Types
External Chart.
In this case data is
View Component. based on selection in
Part of same view as grid grid

37. View Component Chart-Types
Stacked
Area
Pareto

38. View Component Chart – Drilling Up
or Down
Double click
to drill down
Shift - Double click
to drill up

39. View Component Chart - Actions

40. View Component Chart- Second Y Axis
Second Y
axis

41. View Component Chart- Display as
Line or Bar
For each member,
you can select to
display as bar or line

42. Chart Component
More chart types
3d Mode

43. Exercise 4 – Working with Charts
Selecting Data to display in Chart
Changing Chart Types
Changing Chart Properties
Drilling, Slicing, and Dicing a Chart

44. 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

45. Summary
Working with grids
Adjusting the layout
Calculating totals of values
Focusing on specific data
Slicing
Selecting specific members
Working with charts

46. Thank you
Any Questions?