The document describes XMPivotGrid, an analytics tool that allows business users to analyze operational data and gain insights directly within workflow forms. It allows users to pivot and analyze data from ERP databases or OLAP cubes. Key features include analyzing data within workflows, re-using existing BI assets, and configuring pivot grids in the XMDesigner environment. The pivot grid supports OLAP data sources, unbound fields, drilling, charting, exporting, and making data more interactive and visual to improve decision making.

1.
XMPivotGrid
and Analytics
FOR Visual Data Discovery
Embedded Analytics
Give business users unrivaled insights into operations inside work tasks
“Slice & Dice” operational information and data right from within the XMWorkspace
forms. Imagine quickly performing a familiar “pivot” on customer orders right from
your XMForce (Workspace for Salesforce) before deciding on margin approvals on a
new deal for the customer. Connect directly to your ERP database or access
information from your OLAP analysis services. Discover insights into operational data
without navigating to different applications.
• Analyze data in workflow forms
• Re-use BI assets inside processes
• Use OLAP or database sources
Put BI and Analytics where
Knowledge workers need it
Get Better at Getting work done
with better decisions faster
Configure in XMDesigner
Include XMPivotGrids in your form design and use it in workflow and cases
Re-use your investment that you’ve made in BI and Analytics and connect directly to
databases and OLAP services when you configure XMPivotGrids in the composition
environment (XMDesigner). Microsoft Analysis Services (OLAP) data sources are fully
supported by XMPivotGrid. When bound to this data source type, the XMPivotGrid
automatically delegates all data management and calculations to SQL Server.
Supported data providers include: OLEDB for OLAP, ADOMD.NET and XMLA.
Easy Setup
Re-use your existing BI
Investment
• Single, Unified, Design Experience
• Define Default View in XMDesigner
• Easy Setup Configuration Wizard

2. Re-use BI
Connect to Your database Tables or high Performance OLAP CUBES
The XMPivotGrid is a comprehensive data analysis, data mining, and visual reporting component that
are placed right in XMPro Workspace forms. It shows familiar "Excel-style" pivot views and users can
break down raw data in any way they require by dragging column and row tags, as they would do in
Excel (note: Microsoft Excel is not required).
Microsoft Analysis Services (OLAP) data sources are fully supported by XMPivotGrid. When bound to
such a data source, the pivot grid delegates all data management and calculations to the SQL Server
and is ideal for more big data datasets. It increases XMPro iBOS performance when dealing with
large datasets. It requests server-side data recalculation and then simply displays the downloaded
result.
The Pivot grid also supports Unbound Fields where users can create unbound fields and populate
them with data as needs dictate.
XMPrivotGrid further supports:
•
data drill-down to access underlying information with relevant access controls
•
charting embedded with the pivot to show trends information graphically
•
exporting data and results to reports and applications e.g. Microsoft Excel, PDF or HTML
•
group values to better interpretation of results
•
hierarchical data display - automatic tree structure when arranging rows and columns
•
automatic and manually calculated totals
•
multiple modes to sort field values
•
end-user data filtering capabilities
Start using XMPivotGrid by accessing database tables without the need for OLAP
cubes. This enables business analysts and users to pilot the decision support
requirements before creating dedicated OLAP cubes. Changing over from database
tables to OLAP cubes is a simple operation in XMDesigner and end-users will not
even be aware of the changes, other than performance improvements. This prevents
expensive analytic development before understanding the real user requirements.
• Familiar “excel-Style” Pivots
• Pilot Analytics before building OLAP
• Let Users “Slice & Dice” own views
Rich Visual Experience
Visual KPIS and trends improve decision-making and customer service
XMPro iBOS extends analytical analysis of the day-to-day operational tasks that
people do. Whether it is simple workflows, dynamic and unstructured processes or
adaptive cases that require continuous alignment with business goals, XMPivotGrid
makes it easy to make better decisions faster. See visual trends and KPIs to
anticipate potential events that may impact the performance of your business.
XMPro’s XMPivotGrid makes process results and outcomes more predictable.
• Create Graphs from Pivot Data
• Export results to PDF, Excel, ETC.
• Filter and search large datasets
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