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
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
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?
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
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
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
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
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