DA 951 UserGuide En

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Informatica PowerCenter(Version 9.5.1)

Data Analyzer User Guide


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Informatica PowerCenter Data Analyzer User Guide

Version 9.5.1

December 2012

Copyright 1998-2012 Informatica Corporation. All rights reserved.

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are alsprotected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying,recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending.

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This product includes OSSP UUID software which is Copyright 2002 Ralf S. Engelschall, Copyright 2002 The OSSP Project Copyright 2002 Cable & Wireless Deutschland. Permisand limitations regarding this software are subject to terms available at http://www.opensource.org/licenses/mit-license.php.

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This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and Distribution License (http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php), the Sun Binary Code License Agreement Supplemental License Terms, the


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License (http:// www.opensource.org/licenses/bsd-license.php) the MIT License (http://www.opensource.org/licenses/mit-license.php) and the Artistic License (http://www.opensource.org/licenseartistic-license-1.0).

This product includes software copyright 2003-2006 Joe WaInes, 2006-2007 XStream Committers. All rights reserved. Permissions and limitations regarding this software are subject to termsavailable at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://

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This Software is protected by U.S. Patent Numbers 5,794,246; 6,014,670; 6,016,501; 6,029,178; 6,032,158; 6,035,307; 6,044,374; 6,092,086; 6,208,990; 6,339,775; 6,640,226; 6,789,096;6,820,077; 6,823,373; 6,850,947; 6,895,471; 7,117,215; 7,162,643; 7,243,110, 7,254,590; 7,281,001; 7,421,458; 7,496,588; 7,523,121; 7,584,422; 7676516; 7,720,842; 7,721,270; and 7,774international Patents and other Patents Pending.

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NOTICESThis Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDire

which are subject to the following terms and conditions:

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Part Number: DA-USG-95100-0001


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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Informatica Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Informatica Customer Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Informatica Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Informatica Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiInformatica How-To Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Informatica Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

Informatica Multimedia Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

Informatica Global Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

Chapter 1: Understanding Data Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Data Analyzer Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Wildcard Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Using the LDAP Directory Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Data Analyzer Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Types of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Types of Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Creating Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Prompts for On-Demand Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Logging in toData Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Data Analyzer Login Page Display Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Data Analyzer Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Alerts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Displaying a Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Displaying a Composite Report on the View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Displaying a Dashboard on the View Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

AnalyzeTab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Report Detail s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Report Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Administrat ion Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Create Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Create Composite Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Create Dashboard Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18


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Manage Account Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 3: Using Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Dashboard Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Dashboard Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Viewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Viewing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Interacting with Chart and Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Refreshing Indicators on a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Using Dashboard Filte rs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Applying Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Using the *No Filter Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Editing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 4: Accessing Data Analyzer Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Searching for Data Analyzer Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Creating a Query for a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Saving the Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Steps for Creating a Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using a Previously Saved Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Navigating the Content Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Opening an Item in the Content Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Flagging an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Moving or Copying an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Deleting an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Viewing the Properties for an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Editing a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating a Shortcut to a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Working with Shared Document s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Adding a Link to a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Editing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Emailing a Shared Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Adding a Report or Shared Document to Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 5: Creating a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Public Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Personal Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Selecting Layout and Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48


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Selecting a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Creating a Custom Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Setting a Default Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Creating a Query to Search for Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Steps for Selecting Layout and Content for Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . 50

Creating Dashboard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Previewing a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Publishing a Public Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 6: Selecting Metrics for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Reports with Metrics Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Prompts for Metrics in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Creating a Query to Search for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Steps for Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Chapter 7: Selecting Attributes for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Reports with Attributes Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Prompts for Attributes in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Creating a Query to Search for Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Steps for Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Chapter 8: Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Relative Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Absolute Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Granularity for the Time Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Refinements for the Time Period and Granularity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Prompts for Time Settings in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Steps for Adding Time Settings to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Editing Time Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Chapter 9: Working with Filters, Filtersets, and Filter Identifiers . . . . . . . . . . . . . . . 75

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75


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Types of Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Grouping Multiple Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Filters and Filtersets for Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Creating an Attr ibute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Filters on Date Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Using Progressive Filter ing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Creating Prompts Based on an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Steps for Creating an Attribute Filte r . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Editing an Attribute Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Applying Metric Filters to Granular Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Steps for Creating a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Editing a Metric Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Working with Fi lte rse ts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Creating a Filterse t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Applying an Exi sting Filterset to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Setting a Filter Ident ifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Adding or Deleting a Fi lter on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Adding an Att ribute Filter on the Ana lyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Adding a Metric Fi lte r on the Ana lyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Deleting a Filte r on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Using a Global Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Using Global Variables with Date Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Chapter 10: Ranking Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Ranking Custom Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Ranking Repor ts with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

SQL Statements for Ranked Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Setting Absolute Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Setting Percent Ranking Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Chapter 11: Configuring Layout and Setup for a Report . . . . . . . . . . . . . . . . . . . . . 101

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Setting Repor t Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Tabular Report Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Displaying Metrics as Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Steps for Setting Report Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Formats for Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Date and Time Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Row Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109


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Hiding Report Metadata and Data Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Row Banding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Empty Report Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Pagination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Steps for Setting Report Table Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating a Report Table Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Creating an Analytic Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Creating a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Using an Existing Report as a Workflow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Creating Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Adding a Report Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Editing a Repor t Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 12: Publishing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Applying Secur ity to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Steps for Defining Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Defining Dashboard Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Setting Permissions on a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Subscribing Users to a Report or Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Subscribing Users to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Unsubscribing to a Cached Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Manually Subscribing Users to a Repor t or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . 131

Manually Subscribing to an Item from the View Tab or Find Tab . . . . . . . . . . . . . . . . . 131

Managing Subscript ions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Broadcasting a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

State of a Broadcasting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Broadcast Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Broadcast Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Scheduling Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Broadcasting a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Broadcasting a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Searching for Recipients with Data Analyzer Accounts . . . . . . . . . . . . . . . . . . . . . . . . . 139

Archiv ing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Archive Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Steps for Archiving a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Chapter 13: Working with Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Creating a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Using a Query to Search for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Steps to Create a Composite Report and Add Subreports . . . . . . . . . . . . . . . . . . . . . . . 144

Applying Secur ity to a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Defining Composite Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145


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Steps to Set Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Setting Permissions for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Formatting a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Customizing Display Options for Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Publishing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Subscribing Usersto a Composite Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Broadcasting a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Defining Broadcasting Rules for a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Displaying a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Sharing Composite Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Printing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Exporting Composite Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Emailing a Composite Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Working with Compos ite Report Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Chapter 14: Running a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Displaying Report Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Displaying Reports with Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Steps to Display a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Viewing the Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Editing the SQL Query for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Multiple SQL Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Data Restrictions in the SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Using System Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Suppressing the GROUP BY Clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Using Reports with Edited SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Steps for Editing the SQL Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Using Stored Procedures in the Edited SQL Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Using SQL Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Saving a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Chapter 15: Analyzing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Report Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Data Level Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Saving an Existing Report as a New Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Editing a Repor t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Highlighting Metric Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Understanding Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Understanding Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Understanding State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Understanding User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Hiding Metric Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Creating a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Editing a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179


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Deleting a Highlighting Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Drillinginto a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Results of Drilling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Steps for Drilling into a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Changing Granularity of a Report with Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . 183

Drilling Anywhere in the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Drilling into a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Using Analytic Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Adding a Related Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Viewing Help Glossary Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Changing the Data Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Sorting a Repor t Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Pivoting a Report Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Displaying Metric Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Hiding the Repor t Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Chapter 16: Modifying a Report on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . 195

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Adding a Metric to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Deleting a Metric from a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Adding an Attribute to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Deleting an Attribute from a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Chapter 17: Adding Calculations to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Layout-Dependent Metric Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Subtotals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Calculations in Cross Tabular Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Calculations in Sectional Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Adding Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Basic Metric Calculations for All Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Basic Metric Calculations for Reports with Time Settings . . . . . . . . . . . . . . . . . . . . . . . 202

Basic Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Performing Calculations on Undefined Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Steps for Adding Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . 204

Deleting Basic Metric and Aggregate Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Working with Custom Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Creating a Custom Metric in Simple Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Creating a Custom Metric in Advanced Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Editing a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Deleting a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Configuring the Sum and Average Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Promoting a Custom Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Working with Custom Aggregates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Setting the Context for a Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213


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Types of Contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Syntax for the Context Argument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Setting the Context for Functions of Running Category . . . . . . . . . . . . . . . . . . . . . . . . 217

Layout of Custom Aggregates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Steps for Creating a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Editing a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Deleting a Custom Aggregate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Chapter 18: Adding Custom Attributes to a Report . . . . . . . . . . . . . . . . . . . . . . . . . 221

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Creating Groups for a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Creating an Expression for a Custom Attribute. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Creating Layout-Dependent Custom Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Creating a Custom Attribute Based on a Date or Timestamp Attribute . . . . . . . . . . . . . 224

Steps for Creating a Custom Attribute Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Editing a Custom Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Saving Custom Attributes to the Schema Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Chapter 19: Sharing Report or Dashboard Information . . . . . . . . . . . . . . . . . . . . . . 227

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Setting Up HTML and PDF Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Printing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Exporting Report or Dashboard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Exporting Data to HTML. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Exporting Data to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Exporting Data to CSV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Steps to Export Report or Dashboard Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Exporting Reports or Dashboards Containing Japanese Fonts to PDF . . . . . . . . . . . . . . 231

Emailing a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Selecting Email Recipients from the LDAP Directory Service . . . . . . . . . . . . . . . . . . . . 233

Adding Comments to a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Adding and Viewing Feedback on a Report or Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Adding Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Viewing or Deleting Feedback. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Chapter 20: Working with Report Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Types of Report Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Bubble Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Combo Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Displaying Data in a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Methods for Plotting Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Displaying Calculations in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242


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Displaying Statistics in a Line Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Displaying Metric Formats in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Working with Report Charts on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 244

Adding a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Modifying a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . 247

Deleting a Report Chart on the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 247

Working with a Report Chart on the Analyze Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Adding a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Modifying a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Deleting a Report Chart on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Customizing the Display of a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Displaying a Part of a Report in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Displaying Charts for Cros s Tabular Repor t Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Displaying Charts for Sec tional Repor t Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Configuring the Grid Lines for a Report Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Displaying Report Charts in Another Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Displaying Geographic Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Using Maps as Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Associating a Map with More than One Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Steps to Display Geographic Charts for a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Editing DataAnalyzer.properties to Set the Map Directory . . . . . . . . . . . . . . . . . . . . . . 257

Modifying Report Chart Colors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Modifying the Default Chart Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Assign a Chart Color to an Attribute Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258


Chapter 21: Working with Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Working with a Microsoft Excel Templa te . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Creating the Exce l Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Uploading the Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Editing an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Deleting an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Exporting Report Data to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Retaining Data Analyzer Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Exporting to an Excel PivotTable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Exporting Report Data Using an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Refreshing Data in an Excel File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Displaying a Report as a Microsoft Excel PivotTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Excel PivotTables and Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Installing Microsoft SOAP Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Chapter 22: Working with Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Value-Based Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Position-Based Indica tors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276


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Display Images for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

User Access for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Displaying Indicators on Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Animation for Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Working with Chart and Table Indicator s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Chart Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Table Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Creating a Chart or Table Indica tor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Selecting Values for an Indicator in a Report with Multiple Pages . . . . . . . . . . . . . . . . . 282

Modifying a Char t or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Deleting a Chart or Table Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Adding a Char t or Table Indica tor to a Personal Dashboard . . . . . . . . . . . . . . . . . . . . . 284

Working with Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Value Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Text Label s for Value Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Display Types of Gauge Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Creating a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Modifying a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

Deleting a Gauge Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Adding a Gauge Indica tor to Your Personal Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . 289


Chapter 23: Setting Up Report Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Working with Report Update Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Act iva ting or Deactivat ing a Report Update Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Working with Data Alert s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Data Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Data Alerts Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Chapter 24: Managing Alerts and Alert Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Accessing Your Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Viewing the Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Viewing or Editing the Alert Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

Viewing or Modifying the Alert Delivery Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

Registering an Email Address for Alert Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

Modifying the From Emai l Address for Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Registering a Pager for Alert Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Chapter 25: Managing Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Editing General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Viewing Interactive Charts and Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Editing Report Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311


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Changing the Display of Date and Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Entering a Date or Timestamp Pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Steps for Editing Report Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Editing Your Personal Profil e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Appendix A: Data Analyzer Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

General Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Combo Boxes and List Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Table Layout Tab in the Create Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Report Table on the Analyze Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Fiscal Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Common Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Appendix B: Expression Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321General Rules of Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Nulls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Function Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Ari thmetic Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Comparison Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Logical Opera tors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Date Format Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329


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Preface

The Data Analyzer User Guideis written for the business executive and the business analyst who use DataAnalyzer to answer business questions. The Data Analyzer User Guideprovides information on how to use thedashboards, reports, workflows and other Data Analyzer features to analyze enterprise data and develop businessinsight.

Informatica Resources

Informatica Customer Portal

As an Informatica customer, you can access the Informatica Customer Portal site athttp://mysupport.informatica.com. The site contains product information, user group information,newsletters, access to the Informatica customer support case management system (ATLAS), the InformaticaHow-To Library, the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, ProductDocumentation, and access to the Informatica user community.

Informatica DocumentationThe Informatica Documentation team takes every effort to create accurate, usable documentation. If you havequestions, comments, or ideas about this documentation, contact the Informatica Documentation teamthrough email at [email protected]. We will use your feedback to improve ourdocumentation. Let us know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your product,navigate to the Product Documentation from http://mysupport.informatica.com.

Informatica Web Site

You can access the Informatica corporate web si te at http://www.informatica.com. The site contains

information about Informatica, its background, upcoming events, and sales offices. You will also find productand partner information. The services area of the site includes important information about technical support,training and education, and implementation services.

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library athttp://mysupport.informatica.com. The How-To Library is a collection of resources to help you learn moreabout Informatica products and features. It includes articles and interactive demonstrations that provide


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solutions to common problems, compare features and behaviors, and guide you through performing specificreal-world tasks.

Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base athttp://mysupport.informatica.com. Use the Knowledge Base to search for documented solutions to knowntechnical issues about Informatica products. You can also find answers to frequently asked questions, technical

white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact

the Informatica Knowledge Base team through email at [email protected].

Informatica Multimedia Knowledge Base

As an Informatica customer, you can access the Informatica Multimedia Knowledge Base athttp://mysupport.informatica.com. The Multimedia Knowledge Base is a collection of instructional multimediafiles that help you learn about common concepts and guide you through performing specific tasks. If you havequestions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Baseteam through email at [email protected].

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the WebSupport Service. WebSupportrequires a user name and password. You can request a user name and password athttp://mysupport.informatica.com.

Use the following telephone numbers to contact Informatica Global Customer Support:

Nor th Amer ic a / So uth Ame ri ca E ur op e / Mi dd le Ea st / A fr ic a Asi a / Au st ra li a

Toll Free

Brazil: 0800 891 0202Mexico: 001 888 209 8853

North America: +1 877 463 2435

Standard Rate

North America: +1 650 653 6332

Toll Free

France: 00800 4632 4357Germany: 00800 4632 4357

Israel: 00800 4632 4357

Italy: 800 915 985

Netherlands: 00800 4632 4357Portugal: 800 208 360

Spain: 900 813 166Switzerland: 00800 4632 4357 or0800 463 200

United Kingdom: 00800 4632 4357 or

0800 023 4632

Standard Rate

France: 0805 804632

Germany: +49 1805 702 702Netherlands: +31 306 022 797

Toll Free

Austra lia: 1 800 151 830New Zealand: 1 800 151 830

Singapore: 001 800 4632

4357

Standard Rate

India: +91 80 4112 5738


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1

C H A P T E R 1

Understanding Data Analyzer

This chapter includes the following topics:

Introduction, 1

Data Analyzer Basics, 2

Data Analyzer Reports, 4

Logging in to Data Analyzer, 7

Introduction

A comprehensive view of your enterprise data allows you to identify and analyze business trends and makeinformed business decisions. With PowerCenter Data Analyzer, you can extract and view data from variousenterprise data sources, analyze the information, and share the insight you gain with other stakeholders in theenterprise.

Data Analyzer has an analytics engine that extracts, filters, and presents information in easy-to-understand

reports. You can use Data Analyzer to design, develop, and deploy reports and set up dashboards and alerts toprovide the latest information to users at the time and in the manner most useful to them.

Data Analyzer works with a database repository to keep track of information about enterprise metrics, reports,and report delivery. Once an administrator installs Data Analyzer, users can connect to it from any computerthat has a web browser and access to the Data Analyzer host.

Data Analyzer can access information from databases, web services, or XML documents. You can set up reportsto analyze information from multiple data sources. You can also set up reports to analyze real-time data frommessage streams.

If you have a PowerCenter data warehouse, Data Analyzer can read and import information regarding thePowerCenter data warehouse directly from the PowerCenter repository. For more information about accessinginformation in a PowerCenter repository, see the Data AnalyzerSchema Designer Guide.

Data Analyzer provides a PowerCenter Integration utility that notifies Data Analyzer when a PowerCentersession completes. You can set up reports in Data Analyzer to run when a PowerCenter session completes. Formore information about the PowerCenter Integration utility, see the Data AnalyzerAdministrator Guide.


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Data Analyzer Basics

Data Analyzer provides a set of features designed to make business analytics simple and easily accessible to anytype of user. When you use Data Analyzer, you do not need to learn to use all its features to access theinformation you want. You can customize your personal dashboard so you can directly access all your keyreports and documents from one place. You can also perform many analytic tasks on a report.

Data Analyzer supports the dimensional data warehouse model, which has a specialized set of terms to refer toconcepts in business analytics. If you use the advanced features of Data Analyzer, you need to understand these

terms so you can complete tasks more efficiently.

Tasks

Data Analyzer lets users perform analytic tasks based on their roles and privileges. When the systemadministrator sets up your user account in Data Analyzer, the system administrator assigns you a role andprivileges. The system administrator can use the system roles provided by Data Analyzer to assign you roles andprivileges. Each system role includes the set of privileges that are required to perform specific tasks.

If you need quick access to analytic data, you can perform the following tasks:

Add links to your personal dashboard for the reports and documents that are most useful to you.

Set up alerts to notify you when the reports that interest you are updated or when the performance of

business processes go beyond a certain threshold. Find and view any report in Data Analyzer content folders for which you have privileges.

Export Data Analyzer data to Excel and other formats.

If you are a provider of analytic data, you can perform the above tasks and use more of the Data Analyzerfeatures:

Make changes to existing reports to explore more details and gain further insight into different aspects of thebusiness processes.

Perform complex analytics by setting up reports that logically link to other reports in an analytic workflow.

Add time settings to reports to compare key business metrics across time periods.

Define composite reports that collect critical business information on the same page or display multiple

functions from data profiling reports in a single report.If you are a schema designer, you can perform the tasks that a user and provider can do. In addition, you canperform the following tasks:

Set up metrics and attributes that you use to create reports.

Create reports and publish these reports for other users.

Organize the reports and documents within Data Analyzer to make them easier to find and view.

Create schedules and set up reports to run based on the schedules.

Set up dashboards with predefined reports and documents that deal with a particular business process thatother users might want to view.

TermsThis section discusses some key terms that Data Analyzer uses.

Metrics and Attributes

Metrics and attributes are central to the Data Analyzer analytics process.

Any analysis of a business process involves measurements of its per formance. In Data Analyzer, a measurementis known as a metric. Metrics are the factors used to evaluate a business process. For example, a manager might


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Data Analyzer Basics 3

say that she needs to analyze the average monthly sales of soap in the Western region in the last three quarters.In this case, the measurement, or metric, that the manager wants to evaluate is average monthly sales.

The parameters involved in a metric are called dimension attributes or attributes. In the previous example, theattributes that affect the metric are product, sales region, and time. Attributes are the factors that determine thevalue of the metric.

Typically in Data Analyzer, the system administrator or schema designer sets up the metrics and attributes. Youcreate a report based on the available metrics and attributes. When you view a report, you can also createcustom metrics and custom attributes specific to the report.

In a simple report with one attribute and one metric, attributes are the rows in the left column and metrics arevalues in the right column. Metrics are typically numeric values.

Figure 1-1 shows a sample of a simple Data Analyzer report and the location of the metrics and attributes:

Figure 1-1. Sample Report: Simple

Attribute

Metric

In a complex report with more than one attribute and more than one metric, multiple columns of attributes andmetrics display. In some cases, there can be multiple columns of the same metric for different attributes.

Figure 1-2 shows a sample of a complex Data Analyzer report and the location of the metrics and attributes:

Figure 1-2. Sample Report: Complex

Attributes Metrics: Same Metrics for Different Attributes

For more information about dimensional data warehouses, see the Data AnalyzerSchema Designer Guide.

Timeout

If you log in to Data Analyzer, but do not use it for 30 minutes, your session terminates or times out. If youwant to continue to use Data Analyzer, you must log in again. A session timeout enables Data Analyzer todistribute its resources efficiently. A session timeout also guards against other people having unauthorizedaccess to Data Analyzer through your login ID and session.

The Data Analyzer system administrator can configure the session timeout for the Data Analyzer server byediting the session-timeout property in the web.xml file. For more information about configuring the sessiontimeout, see the Data AnalyzerAdministrator Guide.

Language

You can select a language for your Data Analyzer user account. The language determines the numeric, date, andtime formats you see on the Data Analyzer interface.


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Data Analyzer displays time in the standard format of your language. For example, if your language is English(United States), Data Analyzer displays the time a report was updated in the 12 hour clock. For all otherlanguages, Data Analyzer displays the time in the 24 hour clock.

Any date attributes in your reports and dates in calendar appointments display in the standard date format ofyour language. For example, if your language i s English (United States), the default format for date attributes ina report is MM/dd/yy. You may choose any other available format for the date attributes.

You must enter any numeric values in the standard format of your language. For example, if your language isEnglish (United States), when you create a gauge indicator, enter numeric values with period as the decimal

symbol. If your language is French, enter any numeric value with comma as the decimal symbol.For more information about selecting the Data Analyzer language, see Editing General Preferences onpage 309.

Wildcard Search

When you search for items in Data Analyzer, you can use wildcards in the search criteria.

A wildcard is a special symbol that stands for one or more characters . Use the asterisk symbol (*) or the percentsymbol (%) wildcard characters. Both wildcards represent one or more characters. Use these wildcard charactersat any position within the value you specify.

For example, if you specify the search value as fin*, the search result displays all items that begin with the

characters fin. Similarly, if you specify the search value as *es, the search result displays all items that endwith the characters es.

You can also use partial names as the search value. Data Analyzer treats partial words as if they are surroundedby wildcards. For example, if you specify the search value as fin, the search result displays all items thatinclude the characters fin anywhere within the name.

Using the LDAP Directory Service

If the Data Analyzer system administrator registers an LDAP server with Data Analyzer, you can access the listof corporate contacts from the LDAP directory service. Typically, the mail server system administratormaintains the LDAP directory. In Data Analyzer, the LDAP directory is also called the corporate directory. Formore information about registering an LDAP server, see the Data AnalyzerAdministrator Guide.

Data Analyzer must have access to an LDAP directory service when you perform the following tasks:

Email a report or dashboard. Email a report or dashboard to a corporate contact.

Email a shared document. Email a shared document to a corporate contact.

Data Analyzer Reports

Data Analyzer reports display enterprise data as metrics and attributes. You can display a single report on theAnalyze tab or View tab. On either tab, you can display the report data as a table and a chart. Each tab provides

a different view of the report data.You can display a composite report only on the View tab, although you can switch between the compositereport on the View tab and individual subreports on the Analyze tab.


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Types of Reports

You can define the following types of report:

On-demand reports. An on-demand report updates every time you open the report. The report displaysupdated data from the data warehouse. For very large reports, refreshing the report data may take severalminutes.

Cached reports. Data Analyzer updates the data of a cached report based on a predefined schedule. Whenyou open a cached report, Data Analyzer displays cached data.

You must attach a cached report to a schedule. The system administrator creates the schedules to updatereports. For more information about schedules, see the Data AnalyzerAdministrator Guide.

Real-time reports. Real-time reports update continuously. The Data Analyzer system administratorconfigures real-time message streams. Data Analyzer creates a default report based on each message stream.Data Analyzer updates the report data when it gets a new message stream for the report. For moreinformation about real-time message streams, see the Data AnalyzerSchema Designer Guide.

Data Analyzer adds the real-time reports to a folder named Real-time in the Public Folders. You can go tothe Find tab and search or browse for a real-time report in this folder. On the Analyze tab, you mustmanually refresh the report to see updated data. You can use real-time reports to

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