18 - Panorama Necto 14 one click insights - visualization & data discovery solution
15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution
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Transcript of 15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution
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Necto TrainingModule 15: Necto Formulas and Exceptions
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Objectives
By the end of this lesson you will be able to: Perform advanced analytics by:
Defining formulas Defining exceptions
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Agenda
Formulas Exceptions
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Using Formulas
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What Are Formulas?
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
I’d like to do calculations that are not provided by the cube.For example: examine the difference between two products
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Formula Definition ProcessSet a name
Result format
Order of calculation if function within function
Select a formula type
Select and drag members from grid
Change order in formula Delete member(s)
from formula
View Formula
Apply
Choose members not currently in grid
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Formula Created – New Member Appears
Click New – to create an additional formula
Member menu + formula options
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Math Formula Type
Formula SyntaxSum Sum(…)Aggregate Aggregate(…)Ratio Param1 /Param2Growth (Param2 – Param1)/Param1Difference Param2 – Param1Average Average(…)Max Max(…)Min Min(…)
Wow! I can see not only numbers, but how they relate to each other
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Customized Formula Type
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Time Formula Type
Function DescriptionYTD Returns a set of months starting with the first
month of the year and ending with supplied month
QTD Returns a set of months starting with the first month in the quarter and ending with supplied month
MTD Returns all siblings of the supplied member starting at the first sibling and ending with the supplied sibling
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Free MDX
Select free MDX type
Or start from predefined formula and edit its MDX
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Free MDX Editing Options
Check if valid
Insert OLAP command Set font and
size
Format MDX
Insert a placeholder
Floating window
Maximize
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Using Parameters in Free MDX
I’d like the end-user to be able to set a value (% change in sales)
Add a formula that will reflect the expected change
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Use of Parameters in MDX - Definitions
Title displayed on workboard.# will be replaced with the current value
Name that will be used in MDX
Navigation Component definition
View Component formula definition
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Exercise 1 – Working with Formulas
Define a Mathematical formula Define a Customized formula Define an MDX Formula that includes
dynamic parameters
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Exceptions
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Exceptions
Highlight cell values according to a specified criteria
Apply to measure
Enable or disable exceptions at any time
Exceptions are defined per component per measure
Tooltip shows criteria or description
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Description will be used in tooltip instead of criteria (optional)
Defining a Simple Exception
2. Click to add an exception definition
3. Select Exception Type = Simple
4. Define criteria
5. Click to apply
1. Select a Measure
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Filtering by the Exception
Filter by… allows filtering of the grid to the Exceptional data
Now you only see the Exceptional data
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Defining Exceptions – On Selected Members Only
I have a lot of data in the grid. I would only like to check exceptions in several members.
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Bubble-up ExceptionA bubble-up exception highlights parent cells when a descendant meets the criteria definition
In general, Sales have met the goal. But individual types of Bottles and Cages and Cleaners have not.
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Defining a Bubble-up Exception
Select Exception Type = Bubble upSelect hierarchy level
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Free MDX Exception
Can drag items from the grid to the MDX expression
Check if valid
Insert placeholder
Set font and size
Format MDX
Insert OLAP command
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Using a Navigation Control With Exceptions
Each month the sales quota changes. Will I need to edit the exception every time?
You can add a navigation control that will allow you to dynamically set criteria value
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Defining a Navigation Control of Type Exception
1. Click and drag to add navigation control to workboard
3. Select Type = Exception
2. Click to add parameter
4. Select exception defined in workboard5. Values are automatically populated. You may edit them
6. Select Visualization form
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Using the Navigation Control While in Maximize Mode
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Exercise – Working with Exceptions
Define a simple exception Define a bubble-up exception Define a navigation control of type
“Exception” Filter any of the Exceptions
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Thank youAny Questions?