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?