CIPAceTM Help

Understanding on Analytics Report

Top  Previous  Next

Navigate Here: Reports > Analytics Management > Add Analytics Report

 

You should have a basic understanding of the Manage Analytics Report page before you proceed further on Analytics Report.

 

The page is divided into two sections: General Information and Report Design.

 

AnalyticsReport

 

General Information

 

To complete the General Information section, fill in the following fields:

 

The required fields are noted with an asterisk (*).

 

Report Name*: The name of the analytics report.  It must be unique.  Report name will be the page heading of View Analytics Report page.  If the report is published to menu, report name will be the menu item name.

 

Description: Description of the report.

 

Publish to Menu: You can select whether to publish this report to the menu.  If you select Yes, the report viewer can view the report from the menu entry: Reports > Analytics Reports > Cube Name > Report Name.

 

View Options: There are two options for display on the View Report page: Toolbar and Filters Panel.

 

Access Right – Edit and Access Right – View: They each have three options:

 

Creator Only – Only the user who created the report has the right.

Same as the Access Right of the Cube – Only the users who have data access right on the cube, from which the report is made from to have the access right to the report. The prerequisite is Cube Data Access Control.

Everyone – All users have the right.

 

Users that have editing right must have viewing right.  The user set for viewing must be equal or greater than the user set for editing.  For example, if Access Right – Edit is According to Cube Access Right, Access Right – View can only be either According to Cube Access Right or Everyone.  The default value of Access Right – View is Creator Only.  The available values of Access Right – Edit are determined by Access Right – View.  When an option is selected for Access Right – View, only the options which are equal or lower than that are available for Access Right – Edit.

 

KPI Goals: KPI is short for Key Performance Indicator.  You can specify a goal, which is a value, for the measure of the analytics report and the goal will be displayed in the chart in the View Report mode.

 

Click the Add icon AddRow to open the KPI table and fill in the Name and Value.  Click the Add icon AddRow to insert a row or click the Delete icon DeleteRow to delete a row.

 

AnalyticsReport_KPIGoal

 

For example, if the KPI Goals are filled in as shown above, you can see the indicators in the chart in the View Report mode below:

 

AnalyticsReport_KPIGoalResult

Publish to Entity: If you select an entity to publish the analytics report, a tab page named “Analytics Report” will appear on the entity selected and the analytics report will be displayed in the dropdown list on this tab page.

 

 

Report Design

 

The picture below illustrates the components of the Report Design section:

 

AnalyticsReport_ReportDesign

 

Cube Panel

 

The Cube Panel lists all pre-defined cubes in the CIPAce system, including: Contract, Fund, Fund Allocation, Fund Group, Implementation Project, Issue, Planning Project, Project Budget, Project Expense, Project Filtering, Project Financial, Project Portfolio Planning, Project Ranking, Project Resource and Schedule, Project Risk and Issue, Project Scoping, Proposal, Purchase Order, Resource, Risk, Task, Timesheet, Project Tracking.  You need to select one of the pre-defined cube in the Cube Panel before you begin to design the report.  After selecting a cube, the pre-defined measures and dimensions will be displayed in the Measures and Dimensions Panel. (Please note that "Project Tracking" is currently the only cube that supports displaying financial amounts in multiple currencies.)

 

Measures and Dimensions Panel

 

A measure is a fact, which is a transactional value or measurement that a user may want to aggregate.  Measures are sourced from columns in one or more source tables, and are grouped into measure groups.  Each measure group has a pre-defined default attribute.  When select a measure group is selected, its default attribute is automatically selected.  For example, the default attribute for Project Expenses would be Expense Item Quantity.  A dimension is a group of attributes that represent an area of interest related to the measures in the cube, and which are used to analyze the measures in the cube.  Generally, the attributes of a dimension will be all of the fields in a data table.  For example, Project may include Project ID, Project Name, Department, Program, Account Number, Contact Person, and so on.  Each dimension has a pre-defined default attribute.  When select a dimension is selected, its default attribute is automatically selected.  For example, the default attribute for Project would be Project ID – Project Name.

 

Categories Panel

 

A chart category group is similar to a matrix dynamic column group.  Normally categories are dimensions.

 

Series Panel

 

A chart series group is similar to a matrix dynamic row group.  Normally series are measures.

 

Categories and Series in Grid Mode:

 

AnalyticsReport_Cat&Series

 

Chart/Grid Area

 

The data generated by the Categories and Series is displayed in the Chart/Grid Area in chart/grid mode.  You can switch between chart and grid modes by clicking the Chart/Grid tabs.

 

Chart Mode:

 

AnalyticsReport_ViewChart

 

Grid Mode:

AnalyticsReport_ViewGrid

 

Filter Panel

 

A filter can be a dimension or an attribute of a dimension and the filter is applied in the View Report mode to let the report viewer filter the output chart/grid.

 

Toolbar

 

The Toolbar changes in the Chart/Grid Mode.

 

Toolbar in Chart Mode

 

              AnalyticsReport_ChartToolbar

 

Save Chart Image – click to save current chart to a PNG file

 

Copy Chart – click to copy current chart to the clipboard

 

Print Chart – click to print current chart

 

Print Preview Chart – click to generate a print preview of current chart

 

Select Chart Type – click to select the series type of current chart

 

Toggle Chart Legend – click to turn on/off chart legend

 

Properties – click to edit properties of current chart, see details below:

 

Properties > Chart tab: you can set the chart style and type here, and you can also define the chart/grid title format and its location under this tab

 

AnalyticsReport_Properties_Chart

 

Properties > Legend tab: you can define the legend style and it location under this tab

 

AnalyticsReport_Properties_Legend

 

Properties > Labels tab: you can define the labels and the location under this tab

 

AnalyticsReport_Properties_Labels

 

Properties > Appearance tab: you can define the border and line, and background of the chart

 

AnalyticsReport_Properties_Appearence

 

Properties > X Axis tab: you can define the X Axis of the chart under this tab

 

AnalyticsReport_Properties_XAxis

 

Properties > Y Axis tab: you can define the Y Axis of the chart under this tab

 

AnalyticsReport_Properties_YAxis

 

Select Color Palette – click to set color palette of current chart

 

View Relationships – click to view the relationships between the dimensions and measure groups of the selected cube

 

AnalyticsReport_ViewRelationshops

 

Grid Orientation – not available in Chart Mode

 

Show Grid Total - not available in Chart Mode

 

Pivots Data – click to switch Categories and Series

 

Switch to Simple View – click to switch current chart to simple/advance view

 

Advance View:

 

AnalyticsReport_AdvView

 

Simple View:

 

AnalyticsReport_SimpleView

 

Toolbar in Grid Mode

 

              AnalyticsReport_GridToolbar

 

Save Chart Image – not available in Grid Mode

 

Copy Grid – click to copy current grid to the clipboard, which can be pasted into Microsoft Word or Excel

 

Print Grid – click to print current grid

 

Print Preview Grid – click to generate a print preview of current grid

 

Select Chart Type – not available in Grid Mode

 

Toggle Chart Legend – not available in Grid Mode

 

Properties – not available in Grid Mode

 

Select Color Palette – click to set color palette of current grid

 

View Relationships – click to view the relationships between the dimensions and measure groups of the selected cube (same as in Chart Mode)

 

Grid Orientation – click to switch the columns and the rows of current grid

 

Show Grid Total – click to display/not display the total amount in current grid

 

Pivots Data – click to switch Categories and Series

 

Switch to Simple View – click to switch current grid to simple/advance view

______________________________________________________
Copyright © 2002- CIPPlannerTM Corp.