Kyubit OLAPCharts for SharePoint 2010
Contents
1. Define Drillthrough Drilthrough Members Email Address Phone Model Name Date Education Add Up Down Remove Internet Sales Amount Isolate Tasmania Drill Tasmania By Tasmania South Australia Drill Up Drill Down Tasmania Queensland Drillthrough details Y Applied filters Customer Geography Australia Email Address Fhone Model Name Date Education noah9 adventure 1 11 Road 150 September High works com 500 555 30 2001 School 0159 denise 1 adventure 1 11 Road 150 August 12 Partial works com 500 555 2001 College 0154 grace6 adventure 1 11 Mountain 100 December Bachelors works com 500 555 8 2001 0170 www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected G Internet Sales Amount 357827 3570 27 3374 99 Kyubit OLAPCharts for SharePoint 2010 User manual 4 Chart visual appearance To find most appropriate desired look of analysis chart for your needs there are available visual options which user can chose while in analysis mode view e Chart Types Column chart bar chart pie chart doughnut chart e Chart color pallete Color of chart elements e Chart theme Chart background color e 2D 3D chart view e Show Hide Values Numbers on the chart e Legend position options to display legend e Height and with web part design mode e Font e Font size e Font color e2. Set Series l Date b W Delivery Date j Add Filter p id K Destination Currency Pivo 2 Internet Sales Order Details j Hide Empty W Product 2 Promotion r Show All 2 Sales Reason j Show First 5 Z Sales Territory k Show First 10 Z Ship Date Show First 20 K Source Currency Clear Chart Print View Hide Menu www kyubit com support kyubit com O 2011 www kyubit com All rights reserved Errors and omissions expected BY Kyubit OLAPCharts for SharePoint 2010 User manual 3 3 Set series axis for OLAP chart Optionally and at any time certain cube dimension level could be set for series axis in OLAP chart Also series axis could be removed at any time Series axis represents additional amount division distribution within category axis dimension hierarchy amount division distribution for the chart selected measure Chart Visuals Calendar Year Define Drillthrough cy 2001 E Cr 2002 FRRgcY2005 FRR cy 2004 Caching About Set Measure j sales Amount Set Category j 2 customer ud Bl Date Add Filter hummel E Delivery Date tom Day Name Pivot Chart Lf Destination Currency rox Day of Month Hide Empty 4 Internet Sales Order Details ro Day of Week s au mn Show All Product i m Day of Year snow z en E k Promotion FLERE month of Year Show First 5 i Bes aed k Sales Reason FR Week of Year Show First Li KK Sales Territory i i Tiz 7 Show First 20
3. 2002 BcCY2003 Hcy 2004 Isolate CY 2002 l Sort by CY 2002 Values Asc Sort by CY 2002 Values Desc Remove series 7 707 383 63 Internet Sales Amount 2 61 197 77 2 384 143 83 2 211 193 81 nm EH FK l i I l United States Germany Canada Australia United Kingdom France www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 3 7 Show only first x members All category members or only first 5 10 or 20 members could be shown for defined analysis to be more focused on interesting details of analysis Internet Sales Amount Set Measure set Category Set Series Add Filter Pivot Chart Hide Empty Show All Show First 10 Show First 20 ee eee Clear Chart Ohio Rhode Island Print View Nevada Virginia Wisconsin Illinois New Hampshire Florida South Carolina New York Missouri Montana Hide Menu fern Hie sue 7 Mississippi Tennessee Wyoming I I m C T a Eh L w E Ww T a New Mexico South Dakota North Carolina Mass Co Set OLAP chart to show only first 5 members Which 5 members would be first in the view is relative to currently applied sorting Internet Sales Amount California Washington Oregon Wyoming l Florida www kyubit com support kyubit com 2011 www kyubi
4. E Ship Date da Calendar aa ball coure een aa Calendar Quarter of Year Clear Chart Source Currency a sa Calendar Semester of Year Print View Calendar Year Hide Menu aa Fiscal za Fiscal Quarter of Year aa Fiscal Semester of Year H Fiscal Year l l 3 4 Set filters To show values filtered for certain dimension level members user can select one or more dimension hierarchies for filters Within selected filter dimension level user can select desired members which would be used to actually filter slice analysis data E All Products E Accessories E Bikes Mountain Bikes t Road Bikes E Touring Bikes E Clothing E Components www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 3 5 Isolate members Alternative way to set filter members is to select them by directly visually from the chart elements clicking on a chart bar for example Selected Isolated dimension level member will be placed to filters and analysis data will be sliced using selected member Isolate Canada Drill Canada By Drill Up Drill Down Canada Canada France 3 6 Sorting Chart categories and series could be sorted in ascending or descending order To select sorting action click on the legend series or measure and select preferred sorting Calendar Year Me CY 2001 cy
5. additional actions you have to take in that case Setup exe has also functionalities to apply purchased license file www kyubit com support kyubit com O 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 6 3 Using OLAPCharts for SharePoint FAQ Question What analysis scenarios actions OLAPCharts for SharePoint supports Answer Support actions are drill down drill up drill by drillthrough isolation filtering User selects OLAP cube dimension hierarchy for Category and Series axis measure that would be used and dimensions hierarchies that would be used for filtering slicing Question How to visually integrate OLAPCharts web part in visually customized SharePoint environment Answer OLAPCharts has options to fine tune visual appearance by selecting chart type color pallete font font size font family and other visual elements OLAPCharts supports very small charts and large chart scenarios Question Is it possible to analyze different OLAP data sources other than MS SQL Server Analysis Services Answer No OLAPCharts is designed to work with MS SQL Server Analysis services 2005 2008 and any future MS SQL Server Analysis services releases Question Is there possibility to use OLAPChart on MOSS 2007 Answer No OLAPCharts is designed to work only with SharePoint 2010 Foundation or Server version www kyubit com support kyubit com O 2011
6. for SharePoint is deployed as standard SharePoint solution wsp with additional actions to modify desired SharePoint application web config file To make whole setup process very simple Kyubit provides setup application that would perform all necessary installation job in few clicks KyubitOLAPCharts wsp could be deployed manually using STSADM exe In that case some additional manual changes to SharePoint application web config should be made To provide you correct web config parameters write to support kyubit com if for any reason you wish to deploy solution manually Bi kyubit OLAPCharts for SharePoint 2010 Setup Welcome to Kyubit OLAPCharts setup a Thank your for choosing Kyubit software This program will install Kyubit OLAPChartz for SharePoint 2070 on Your computer server Thiz setup program could be used to Deploy Kyubit OLAPCharts solution Import license for Kvubit OLAPCharts Retract Fyubit OLAPCharts solution Please click Next toa continue with installation Previous Next Cancel After you select desired SharePoint Site Collection setup will first check OLAPCharts setup status OLAPCharts is solution that is globally deployed to SharePoint but activated as a feature only on to desired SharePoint site collection Setup program is also designed to retract solution from SharePoint Another feature of setup application is to register license key when full version is purchased and licen
7. www kyubit com All rights reserved Errors and omissions expected
8. Kyubit OLAPCharts for SharePoint 2010 User manual OLAPCharts for SharePoint 2010 User manual 2011 All rights reserved www kyubit com Kyubit OLAPCharts for SharePoint 2010 User manual Contents t Installatjorrand con febr HORNS csc eee EDER SEEDEDE ora ee 3 1 1 Kyubit OLAPCharts installation prerequisites ccccccsssscccccessecccceeeseccccceeseceecseaseceessuaueeeesssaeeeeesseees 3 1 2 Kyubit Setup APPLICATION ccccsessscccccesseccccceesecceceaeseccessaeseeeesseeseeeeessaueceesseaaeeessuauseeessagaseeessueaeeeessaees 3 2 Using OLAPCharts web part wircccsnisscscmsassexsaceusssnrsaegasenstneossunnencounsavsabonseasenenauvaranmnarvarsastussxesnadereareteeasvarenoesesansas 4 21 Provide valid OLAP COMMCCH ON g case En rd a ie a ERE eee bed badet 5 2 2 St rtanalysis create OLAP Cha ai Ea ed rakte 5 3 Analysis techniques features ic casecnd caneessnsesaevedocseeivianscametdaaenaamntsbevedasaceueinib acess eee ker erne rekte nere ek e rer sker renser 7 3 1 etme ure FOR OLAP CAI SEE EEN ere 7 3 2 Set category axis for OLAP Chart sesusisnccanspasuneionrsnesunisaneiiieoesansedeaisasdumsnidesinenbsupsalnoansacndesdewaisarsincevaventiaesaneae 7 3 3 SET Ser les aie TO OLAP CHa aeree ER 8 3 4 Sa aE E e SEE E EET ATTE AE ENET AET E EEE ETE E EE ET 8 ayer PSM CS FS CLS ea E Er 9 3 0 SO BUN a tere E E E E E E E E E E E EEE O A E arene 9 3 7 SHOW Oniy rer 0 9 OS uripira sbncaeauagbawasacumnse senununtacas
9. Show Hide selected filters on the underlying SharePoint page e Show Hide measure title on the underlying SharePoint page e Show Hide category title on the underlying SharePoint page e Pie doughnut display options Any visual element could be changed while analyzing data and be previewed on underlying SharePoint page Combining above visual elements user creates desired chart visual outlook to integrate chart into existing design of the SharePoint page Chart Visuals Chart Type Columns Chart Color Pallete BrightPastel Chart Area Theme White Gradient Pie Doughnut details Values Percentage Legend options Top E Enable 3D H HEH EH E E Show Values F Hide Filters On the page PF Hide Category Title On the page F Hide Measure Title On the page Font Family Verdana Font Size On the page 9 Font Color On the page Gray www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 5 Preview save and continue analysis 5 1 Preview on the page To see how OLAP chart looks on the SharePoint page bellow users does not have to save analysis but only to select preview of the chart on the page to see how it fits visually to current SharePoint page layout SiteActionsy gf EE Browse Kre imir Korovljevic p L A we N ET fa Demo portal Home I Like It Tags amp Notes Home Searc
10. aaeeceaiwnatauednsanacasencene 10 3 8 Bie i Rs 2 STAI OLDS rae a SERENO SEE E O SERBERE DSE 11 3 9 ORE BES sees AE A E PE E AA T AAT AON A A E E 12 SMO DAIOUN E E E E EEE 13 A Chart viualappear aN CE arin ante E Ea S EREEREER 14 5 Preview save and continue analysis sscicccivcuvstewadoisvacwnceaeeanicdenesateiveeusduceuessvatstedessaveacteaalenndedsuecaveseaeeistaesanes 15 Sd FW ONNE PAE E rana E N E E N a 15 5 2 S SSS E E A E T A E E E A A E A TA 15 5 3 Continue NGI SIS ae cect teens tuteacencedecensacoueestnpeacssuecaseraedacensaaevacesdysncensausauvinceseracaneterascsautsaeasiaeastaneseqensa 16 6 E E EEE E TEE IE A T A E E EA AEE E A T 17 www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 1 Installation and configuration 1 1 Kyubit OLAPCharts installation prerequisites Kyubit OLAPCharts for SharePoint is standalone SharePoint solution that consist primary of a web part designed for implementation in SharePoint 2010 environment Server side prerequisites e SharePoint 2010 Foundation or Server e ADOMD Should be there already with SharePoint 2010 installation If not could be installed within setup e MSCharts Should be there already with SharePoint 2010 installation If not could be installed within setup Client side prerequisites e Internet Explorer 7 or higher 1 2 Kyubit Setup application OLAPCharts
11. e point saved on the SharePoint page User does not need to have web part edit permission in SharePoint to continue analysis If user does not have SharePoint web part editing permission for the page on which OLAP chart exists user will not be able to save his hers analysis work but there are no restrictions to perform OLAP analysis itself KyubitOLAPChart2010 Y Applied filters Customer Geography Australia P Internet Sales Amount _ Int rmet sales Amount Hide Menu South Australia Queensland Stat e Province Victoria s New South Wales aN 2000000 KyubitOLAPChart2010 Y Applied filters Customer Geography Australia iy Internet Sales Amount Internet Sales Amount Tasmania South Australian Queensland Sta te Province Victoria New South Wales 2000000 4000000 www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Connection Chart Visuals Define Drillthrough Caching About Kyubit OLAPCharts for SharePoint 2010 User manual 6 FAQ 6 1 Licensing Question Is it necessary to obtain license for each user per user that connects to OLAPChart web part Answer No only one OLAPCharts license Site Site Collection or Server license is required for one OLAPCharts installation There is no licensing or any other limitation in number of users that connects to application Question I
12. h this site p 2 Lists Large list Welcome to your site Customers Products i i Add a new image change this welcome text or add new lists to this page by clicking the edit button Sales above You can click on Shared Documents to add files or on the calendar to create new team events Use the links in the getting started section to share your site and customize its look ial Recycle Bin Ej All Site Content m KyubitOLAPChart2010 Y Applied filters Customer Geography Australia FE Internet Sales Amount Internet Sales Amount Tasmania Getting Started Share this site Ha Change site theme bal Set a site icon South Australia Queensland E Customize the Quick Launch State Province 5 2 Save analysis At any point while analyzing and charting your OLAP data analysis could be saved directly from analysis view without need to go to web part design view From that moment saved analysis chart will be shown on related SharePoint page To change width and height of the web part user has to enter page design mode and set appropriate dimensions directly on the web part www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 5 3 Continue Analysis Any user with OLAP data read permissions has option to click on the OLAP chart on SharePoint page and select to continue analysis from th
13. k K Ta K LE Z Isolate United States k Isolate United Sta in United Sta K Za Drill United StatesBy K Drill United S in United S By gt Drill Up Chart Area Theme White Gradient Pie Doughnut details Percentage Legend options Top TS Enable 3D Show Values Hide Filters On the page Customer Date Delivery Date Destination Currency Internet Sales Order Details Promotion Sales Reason Sales Territory Ship Date Source Currency About Y Applied filters Customer Geography United States Product Categories Bikes Subcategory HE Road Bikes www kyubit com HEE Mountain Bikes support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected HE Touring Bikes gt Yv Title On the page Title On the page Large Photo Model Name Product Product Key Product Line Product Model Categories Product Model Lines Kyubit OLAPCharts for SharePoint 2010 User manual 3 10 Drillthrough OLAP chart analysis shows aggregated amounts for given dimension levels At certain moment users would like to see details within shown aggregations For that purpose drillthrough query could be executed To perform drillthrough drillthrough columns should be selected first Each dimension level could be selected as drillthrough column for which detailed data should be visible in drillthrough query results
14. o web part design mode This special functionality is designed to perform fast and user friendly analysis and other changes to OLAPCharts web part When you add web part to the page only option Start Analysis is visible which is starting point for setting up OLAP chart and OLAP analysis KyubitOLAPChart2010 2 gg Start Analysis www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 2 1 Provide valid OLAP connection To get any data from OLAP cube first provide valid OLAP connection in Analysis view Connection tab Provide Server name OLAP Database name and OLAP Cube name If connection data is valid message will appear that connection was successful Automatically in the middle of analysis view option will appear Add initial dimension to see OLAP data Connection Server OLAP Database Adventure Works Cube Name Adventure Works 2 2 Startanalysis create OLAP Chart To see data in OLAP Chart chart category has to be set After you select OLAP dimension level for chart categories chart will be drawn Customer E Date K Delivery Date Z Destination Currency L Internet Sales Order Details li Product li Promotion l2 Sales Reason L sales Territory Z Ship Date Z Source Currency HE Internet Sales Amount 10000000 Internet Sales Am
15. ount 8000000 65000000 4000000 O I I I I I I I Canada Germany United States Australia France United Kingdom www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected FIE Kyubit OLAPCharts for SharePoint 2010 User manual Site Actions Browse Kregimir Korovijevi amp fa Demo portal Home 27 vy gT I Like It Tags amp Notes Home Search this site p Lists Large list Welcome to your site Customers A Products i Add a new image change this welcome text or add new lists to this page by clicking the edit button Sales above You can click on Shared Documents to add files or on the calendar to create new team events Use the links in the getting started section to share your site and customize its look a Recycle Bin Ei All Site Content KyubitOLAPChart2010 m Getting Started Share this site Aa Change site theme E Set a site icon Start Analysis Customize the Quick Launch KyubitOLAPChart2010 Connection Chart Visuals i Internet Sales Amount Define Drillthrough Caching About Internet Sales Amount CY 2001 CY 2002 Calendar Year CY 2004 CY 2003 5000000 10000000 www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 3 Analy
16. s it necessary to obtain additional licenses for each server CPU Answer No one license Site Site Collection or Server license is required regardless of server CPU number Question Is my license bound to hardware and what to do in case of hardware upgrade or replacement Answer License is bound only to server domainname servername Site Collection ID or Site ID depending on chosen license type which is provided in the procedure of license purchase OLAPCharts could be reinstalled on completely new environment as still use the same license as long as it has the domainname servername Site Collection ID or Site ID depending on chosen license type for which the license is purchased for Question Is it necessary to obtain different license type Software assurance to have right to use future versions of AnalysisPortal Answer No once purchased license for OLAPCharts gives user right to download and use any future version of OLAPCharts software 6 2 Installation FAQ Question What are prerequisites to install AnalysisPortal software Answer SharePoint 2010 Server or SharePoint 2010 Foundation Question How to install OLAPCharts Answer Kyubit provides Setup exe which will guide user to install OLAPCharts SharePoint solution wsp to chosen Site Collection SharePoint solution wsp could be also installed manually but if for any reason you wish to do so please consult with our support team support kyubit com to see what
17. se file obtained Select Site Collection and click Import License www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 2 Using OLAPCharts web part After solution is successfully deployed to SharePoint KyubitOLAPChart2010 web part is available on web parts gallery located in Kyubit web part category To use functionalities of OLAPCharts for SharePoint add web part KyubitOLAPChart2010 to any web part zone on your SharePoint page Site Actions je Fr Browse Page Text meBenaom Table Picture Link Upload Web Existing New File Part List List Tables Media Links Web Parts Categories Web Parts Lists and Libraries E kyubitoLapchartz010 fa Business Data Content Rollup Filters Dg Forms E Kyubi Byg Media and Content Outlook Web App Upload a Web Part After you add web part to the page edit web part height to desired size Web part width will be automatically adjusted to available width but its height is set manually After you set height and perhaps web part name on the page you can close web part design mode because all other changes to OLAPCharts web part is done directly from OLAPChart Analysis view To save your OLAP chart analysis work just click Save while in analysis view All changes to web part will be saved without need to go t
18. sis techniques features To perform analysis of OLAP cube data and visually present results in OLAPCharts web part users can combine following techniques 3 1 Set measure for OLAP chart Initially first measure in the cube will be used to show data At any time user can choose other measure to be used for analysis and charting All Measures are grouped in folders following measure groups structure within cube metadata On a single OLAP chart only one measure could be used for analysis and visualization Combining several OLAPCharts web part user can integrate look on more than one analysis with different measures on a single page Sur E el d b l Exchange Rates rena se Gl Financial Reporting ae d Gl Internet Customers l Internet Orders b Add Filter ball Internet Sales a Gil Reseller Orders b Hide Empty ball Reseller Sales p f Sales Orders Show All Gl Sales Reasons b Show First 5 k l Sales Summary Show First 10 fl Sales Targets Show First 20 Clear Chart Print View Hide Menu 3 2 Set category axis for OLAP chart To start with analysis and visualization user must select certain dimension level for the chart category axis At any time user can change dimension level for category axis to perform desired analysis and get insight in desired data Category axis is showing selected dimension level amount division distribution within selected measure Set Measure j Set Category ILA customer
19. t com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 3 8 Drill down and up To gain interactivity with OLAP chart data each shown member that belongs to dimension hierarchy could be selected to drill down to hierarchy level below or drill up to hierarchy level above On this way with only few clicks user gets insight in amounts distribution on each hierarchy level for a given analysis Internet Sales Amount 10000000 Isolate Australia Drill Australia By 5000000 at Lt Jp 0 y United States Australia United Kingdom Germany France Canada Internet Sales Amount 4000000 2000000 0 os New South Wales Victoria Queensland South Australia Tasmania www kyubit com support kyubit com 2011 www kyubit com All rights reserved Errors and omissions expected Kyubit OLAPCharts for SharePoint 2010 User manual 3 9 Drill by Most frequently used technique feature while analyzing OLAP cube data is Drill by functionality Each shown member in OLAP chart could be further analyzed by some other dimension level and get insight how amount of certain member is distributed divided over some other available cube dimension level mer eee ee Country Chart Type FE Australia BE United Kingdom i Germany France J Canada Pie Chart Color Pallete BrightPastel Drill Down United States ak a
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