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04 necto analytics_basics_ready
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Transcript of 04 necto analytics_basics_ready
Necto TrainingModule 4: Necto Basic Analytics
Objectives
By the end of this lesson you will be able to perform basic analytics by:
Adjusting the workboard displaySelecting which data will be displayedLocating exceptional values
Agenda
Working with gridsAdjusting the layoutCalculating totals
Focusing on specific dataSlicingSelecting specific members
Finding exceptions and using automated insightWorking with charts
Case Study
Jim Silver
Inventory Mgr.
Drinks Dept.
How can this view help me prepare the drinks inventory for the summer months?
Grids and Charts
Grid
Chart
Drag to adjust display
Click to configure layout
Working with Grids
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
Measures
Rotating the Grid Axes (Pivoting)
Drilling Up or Down
Use To drill up
Use To drill down
Dimensions MenuClick to access dimensions menu
Use to open hierarchy in a single click
Add (nest) / remove dimensions from chart
Dimension Layout
Sets all members into one level
Shows the parent value
Showing Totals and Sub Totals
See how it works when I have more than one dimension on the Y axis
Total of ALL members of the dimension
Total of selected (displayed) members only
Sum of Individual MembersI 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?
Members Menu
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
Defining the grid size
Saving Your Work
Don’t forget to save your changes!
Exercise 1– Working with Grids
Rotating the axis (pivoting)Drilling up and downAdding and removing dimensionsDimension layout optionsGrand total and sub totalUsing formulas
Don’t forget to save your changes!
Focusing on Specific Data
Focusing on Specific Data
SlicingSelecting specific membersHiding specific members
I only need to know how many units of drinks have been sold in Q3.Can I see only part of the data?
Selecting Members – Using the Member Menu
Click members to select. Use CTRL for multiple selection.
Click arrow to open members menu
Can choose to hide or show only selected members
Select adds a filter sign, that can be clicked to reveal hidden members
Can choose to hide or show only selected members
Hide has no indicationUse Hide menu to reveal members
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.
Selecting Members – Using the Dimensions Menu
When unchecked, shows parents:Year.1997.Q2
Allows drill down option to be available
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
SlicingYou 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
Exercise 2 – Concentrating on Specific Data
Select Dimension membersSelect valuesSlice (filter) the data
Sorting and Ranking
Examining Values
SortingRanking values
In what months do we sell the most?
Member’s Menu – Sort by
Switch sort order ascending or descending
Sort by selected member
Remove sort and return to original order
Member’s Menu – Rank by
Indication that grid has been filtered and sorted
Sort – sorts all valuesRank –sorts and filters
Member’s Menu – Rank by – Filter by Value…
Dimension level to apply filter to
Exercise 3 – Sorting, Ranking and Using automated Insights
SortRank
Working with Charts
ChartsHow can I visualize my data?
Now I can clearly see that food is the major contributor to my store sales
What does the Chart Display?
The Chart displays selected values
Move mouse over bar to see details
Chart legend
Select using drag and CTRL
Selection can include only members of the same hierarchy level
Chart Component Types
View Component.Part of same view as grid
External Chart.In this case data is based on selection in grid
View Component Chart-TypesStacked
Area
Pareto
View Component Chart – Drilling Up or Down
Double click to drill down
Shift - Double click to drill up
View Component Chart - Actions
View Component Chart- Second Y Axis
Second Y axis
View Component Chart- Display as Line or Bar
For each member, you can select to display as bar or line
Chart Component
More chart types3d Mode
Exercise 4 – Working with Charts
Selecting Data to display in ChartChanging Chart TypesChanging Chart PropertiesDrilling, Slicing, and Dicing a Chart
Additional Exercise
Save Your Own Copy of the WorkboardFind Out What Product Category is the Best SellerUse the Chart to Find the Product That is The Best Seller this YearFind Exceptions
Summary
Working with gridsAdjusting the layoutCalculating totals of values
Focusing on specific dataSlicingSelecting specific members
Working with charts
Thank youAny Questions?