CIPAceTM Help

Create Analytics Report

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Navigate Here: Reports > Analytics Management > Add Analytics Report

 

You can add an analytics report on the Add Analytics Report page.  For example, you can add a Project Expenses analytics report.

 

Define General Information

 

Fill in the fields in the General Information section.

 

ManageAanReport

 

 

 

Select Cube

 

Select Project Financial from the Cube panel.  The measures group and dimensions of this cube will be loaded in the Measures and Dimensions panel.

 

AddAnalyticsReport_SelectCube

 

Define Categories and Series

 

The Series selected by default is Measures -> Project Expenses -> Expense Item Quantity and the Categories selected by default is Close Date -> Close Date.Fiscal Year – Fiscal Month – Fiscal Day.  The selected Dimensions (Attributes) and Measures are bold.

 

Drag the dimension Close Date in the Categories panel and drop it into Measures and Dimensions panel to remove it from Categories panel and drag Implementation Project.Project ID from Measures and Dimensions panel to Categories panel.

 

AddAnalyticsReport_DefineCategory

 

Click More next to Implementation Project in the Categories panel to edit categorical items, check all projects to be included in this report and click OK to close the edit window.

 

AddAnalyticsReport_CategoryEdit

 

Click More next to Measures in the Series panel to edit series items, check Expense Amount only and click OK to close the edit window.

 

AddAnalyticsReport_SeriesEdit

 

Toolbar in the edit window:

 

AddAnalyticsReport_EditToolbar

 

Data of the selected categories and series will be shown in Chart Mode by default.  You can switch it to Grid Mode by clicking on the Chart/Grid tab.

 

AddAnalyticsReport_DesignResult

 

Filtering and Sorting

 

Use the buttons Filter Sorting to set filter and sort measures in the output chart/grid.

 

You can click on Filter  to set the filtering condition to be Expense Amount More than 500,000 and measure using Expense Amount.

 

AddAnalyticsReport_SetFilter

 

The system will only show the Expense Amount which is equal to or more than 500,000 will be shown in the output chart.

 

AddAnalyticsReport_SetFilter_Result

 

On the other hand, you can set the filter to display only the top 5 expenses:

 

AddAnalyticsReport_SetFilter_Top

 

You will see the chart showing only the top 5 columns:

 

AddAnalyticsReport_SetFilter_TopResult

 

Filtering is useful when there may be too many columns or there are some unimportant data (e.g. the value of zero).

 

You can use the Sort option to set a default measure (when more than one measures are used in this report) and sort it by ascending or descending order.

 

AddAnalyticsReport_SetSort

 

You can also use Sorting to sort the default measure:

 

Ascending:

 

AddAnalyticsReport_Ascending

Descending:

 

AddAnalyticsReport_Descending

 

Note that the Filtering and Sorting also take effect in Grid Mode.

 

Add Multiple Dimensions

 

Add Date to the Categories panel and select the date you want to be included:

 

You can also change the dimension order by drag and drop them in the Categories panel.

 

AddAnalyticsReport_MutlDimen

 

This will also take effect in Grid Mode:

 

AddAnalyticsReport_MutlDimenGrid

 

Click the Save button to save the report when the report is done.

 

Click the Cancel button to withdraw the operation and return to Browse Analytics Reports page.

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