5 - Panorama Necto 14 analytics view component - visualization & data discovery solution

Necto Training
Module 4: Necto Basic
Analytics

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

Agenda
 Working with grids
 Adjusting the layout
 Calculating totals
 Focusing on specific data
 Slicing
 Selecting specific members

Case Study
How can this view help me prepare
the camera inventory for the
summer months?
The case study that we will follow
in this presentation is of Jim Silver,
an inventory manager in the
sales department.

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

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

Rotating the Grid Axes (Pivoting)
You can reverse, or rotate,
the Axes of dimensions
already in the crosstab by
using the Rotate button on the left upper
Corner of the crosstab

Drilling Up or Down
Use
To drill up
Use
To drill down
 You can drill from Year, a summary value, to Quarter, a more detailed list of
data, to Month, an even more detailed list of data.
 Conversely, you can drill up to summarize data.
 To continue the preceding example, you can drill up from the Month level
to see the monthly data summarized at the Quarter level. Similarly, you
can drill up from Quarter to Year to summarize the quarterly data.

Drilling Up or Down
 There are two methods used to drill down by
 a dimension member in the grid.
 Click on the + icon next to the member
name
 Double-click on the member name
 To drill up by a dimension member:
 Click on the - icon next to the parent
member name
 Double click the parent member name

Dimensions Menu
Use to open hierarchy in a
single click
Add dimension
(before or after)

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

Select Member Properties
Select member
properties from the
dimension menu
Click next to the property you
want to show.
In the following example,
the property
“Fiscal Year Property”
has been selected to show
in the tooltip
Select member properties
from the dimension menu

Sum of Individual Members
I need to know the sales in the
summer months: August,
September and October.
They are not in the same Quarter.
How can I calculate their sum?

Member’s Menu - Formulas
1. Select member to
apply the formula to.
Use CTRL for multiple
selection
2. From the members
menu – select formula
type
3. Enter a name for the
formula
4. Formula results are
added to the grid

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

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

Focusing on Specific Data
 Slicing
 Selecting specific members
 Hiding specific members
I only need to know how the sales in
Q3.
Can I see only part of the data?

Selecting Members – Using the Member
Menu
Click arrow to open
members menu
Click members to select. Use
CTRL for multiple selection.
Can choose to hide or
show only selected
members
Choose to hide or show
only selected members
The first method is by selecting
the members that you don’t want
to be displayed, and then hiding
them.
Hide has no indication
Use Hide menu to reveal members
Select adds a filter
sign, that can be
clicked to reveal
hidden members

Selecting Members – Using the Dimensions
Menu
Now only Q3 of 2006 will
appear on the grid
A filter indicator will appear.
Click it to remove filter.

Selecting Members – Using the Dimensions
Menu
When unchecked,
shows parents:
Year.2006.Q3
Allows drill down
option
to be available
Note the checkboxes:
Allow drill down on selected members-
determines if you will be able to drill
down to lower levels in the Hierarchy
Show caption – only the member
name – when removed, shows the
parents.

Selecting Members – Using Sets
Allows reuse of selections
later or in another
view/WorkBoard
Save the set
with a
recognizable
name

Selecting Members – Using Sets
Choose an existing set from this option,
only sets relevant to the current dimension
will be displayed
The set shows in the same
way as any other selection

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

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

Slicing - options
Click to Select
members
Click to remove
the dimension (it
is still available to
choose from the
All Slicers)
Click to show
only the
members that
have data,
according to the
current slicing

Slicing
 To Filter the crosstab:
 1. Display the Filter pane
 2. Click on dimension to expand and expose its members
 3. Select the member you wish to filter by.
 4. Click Apply from the main area or from the Filter pane to
 apply the selected filter, or select a different member
 from other available dimensions.
 Once a filter is applied, note that the filtered members are
displayed in the header
 You can always access the dimensions and display the
member by clicking on the members name from the header.
This will open up the dimension and display the member
selected.

Exercise 2 – Concentrating on Specific Data
 Select Dimension members
 Select values
 Slice (filter) the data
 Create a Set and share it with a friend to reuse

Examining Values
 Sorting
 Filtering values
In what months do we sell the most?

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

Member’s Menu – Value Filter
Sort – sorts all values
Filter –sorts and filters
Indication that grid
has been filtered and
sorted

Member’s Menu –Value Filter by
Dimension level to
apply filter to

Member’s Menu –Filter by Value…
 In the Filter menu, you will also find the Value Filter by …
option. This option enables advanced filtering based on
the values displayed in the grid. For example: you can set
the number of Top/bottom items filter by top/bottom
percent displayed, or show values that are greater than or
less than a specific value.
 The At level checkbox enables you to specify at which
level of the hierarchy the filtering will be applied. For
example, the “Time” dimension includes the levels “year”,
“quarter” and “month”, you can choose which of these
levels to apply the filter on.

Member’s Menu –Reorder
Reorder allows you to
change the default layout
of the members
Bring Huntsville
to first place
Bring Huntsville to
first place

Exercise 3 – Sorting, Filtering and Reordering
 Sort
 Filter
 Reorder

Actions – Add value
Actions are
defined in the
cube and bubble
up to Necto

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
 See if your data has any actions (hint: try adding
Geography dimension if using AdventureWorks).

Summary
 Working with grids
 Adjusting the layout
 Calculating totals of values
 Focusing on specific data
 Slicing
 Selecting specific members, including Sets
 Other additional value

5 - Panorama Necto 14 analytics view component - visualization & data discovery solution

Recommended

More Related Content

What's hot (6)

Similar to 5 - Panorama Necto 14 analytics view component - visualization & data discovery solution (20)

More from Panorama Software (20)

Recently uploaded (20)

5 - Panorama Necto 14 analytics view component - visualization & data discovery solution

Editor's Notes