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1. Reseller Name Helpful Sales and Repair Service Reseller Sales 4952085 98 Reseller Cost 1940032 03 4 952 085 98 4 ny 3 2 740 032 05 Repair Service Hiatus Bike Tours 6 878 622 05 2 124 235 56 Metro Manufacturing 5 579 642 8 707 708 19 esellerVs Reseller Sales Reseller Cost Reseller Cost Reseller Sales Reseller Name 90 154 83 279 482 95 Activity Center 277 555 51 4 658 052 4 Bicycle Exporters 4L ROLI 2707777 Bike Products J3 Helpful Sales and Repair Service Reseller Cost 1940032 03 Reseller Sales 4952085 98 Meiprul sales a 1 940 032 03 4 952 085 98 Repair Servici Hiatus Bike 2 124 235 56 6 878 622 05 Tours Metro 707 708 19 5 579 642 8 x METIA at a aN Tapping the information symbol in the callout box reveals more data grid information such as sort and drill To close the callout box and return to the data grid tap the back arrow and then tap anywhere in the frame 47 Sb Data Grids 2 9 Open the properties menu Refer to page 28 for detailed instructions As a reminder follow these three steps 1 Frame Options icon the spoked wheel in the upper right corner of the frame 2 Settings icon the wrench 3 Properties icon two sliders in the Settings menu Reseller Vs Reseller Sales Reselle X 1010 Tapping arrows in the Style section reveals the HD Ww OIOI Select Font menu You can adjust the size of your font and choose between a
2. 100 5e Bar Graphs 12 12 What happens if we went into the Chart Type menu and selected Line Graph instead We would have a line graph but all the properties return to their default values 5 08 FM mi V Dix Templare 5 EER Internet Orde i Reseller Orde a tE Product Caregory Interno Order Quantity Template 5 x IL cio Line Graph properties menu is identical to Bar Graph properties menu Template 5 sa STYLE Use Manage Scale Axis feature to drag S Total Sales from Primary to Secondary Now the Show Legends Yes Theme chart is identical Current Theme AUTO UPDATES Auto Refresh FORMATTING Set Trendlines and Display Formatting lanage Scale Axis TITLES Update Dynamic Titles AXIS TITLES Axis Titles Tap any point on the line graph to reveal information and a drill down menu 101 Go To Visualization Section Overview Sf Pie Charts 1 4 3 02 PM MiIVEDI gt lt 154 Reseller Orde ProductVs Reseller Order Quantity XxX 101 l 4 LY Oe Notice that the legend changed from measures for Line Graph to dimension values for Pie Chart Chart instantly updates to a pie chart format with slices color coded and with percentages Oe pu We haven t seen a pie chart yet and there wasn t one on our default report Let s look at a standard line graph with one dimension Product Name an
3. of Total slider allows you to choose percentage of Reseller Cost that belongs to this Data Group Delete Group removes this group from the data groups Note Last group cannot be deleted Reseller Cost is now sorted in descending order The groups are created by summing sequential values until desired value is reached You can switch between sorting by ascending and descending values by tapping the appropriate sort icon Tap the greater than sign next to any of the Groups to open its configuration submenu Firat 25 Resoller Ys Reseller Sales Reselle q tow W E Label First 25 d fura Revedler Sales Tubeless Tore ar 51 687 49 Company Bike Prodicts Display Group So OF lotal Guring Services 140 2 oe a Retread Tire LIET BR 206 775 13 Fin Time Club 21282 11583 5c Advanced Data Grid Properties 7 14 2 Data Groups 3 6 Edit submenu has some overlap with Data Group Configuration menu seen on the prior page such as the ability to delete a Data Group Aside from that it offers a new selection of properties Et Reseller Ys Reseller Sales Reselle x Tap the word Edit to open Data Group Edit Menu Ltda Ne Data Groups Group By Group Type Tap one or more groups to Order gt amp select for deletion Then tap Delete to remove the First 255 of Total 25 group s Second 25 of Total 25 Third 25 of Total 25 Four 2
4. zo Map has one more unique feature You can create other visuals from data selected with Draw Tool Radial Tool lets you form a shaded circle on the map nes D STATES LL KAN After selecting an area an open legend icon will appear on the map Tap it open and expose the Selected Areas legend Selected Areas Tapping on a region will result in 1 selections various chart options pie graph line 1 selections 136 5j Using Maps 13 14 4 Map Tools 3 3 Here we have tapped on Region 1 and Graphing Menu has appeared Graphing Menu contains three options Bar Graph Pie Chart and Line Graph By default it opens to Bar Graph Changing chat types is easy just tap on a different chart type icon To close the Graphing Menu tap any region in the Selected Areas legend or close the legend iPad MiV Di D o A Y a A r ONT 9 3 f N D s CO 9 u aJn saa T Minneapolis e We have tapped on Region 1 and the Map Graphing menu opened to Bar Graph Selected Areas E IOWA 4 selections NEB Omaha i UNITED STATES Selected Areas A Austi b New Orla Ho y 3 a z d j Atlanta The graph updates to a line graph or pie chart when the Selected Areas appropriate icon is selected 4 selections Tap any Region under Selected Areas or the Legend Menu icon to close Graphing Menu Atlanta Ae 137 5j Using Maps 14 1
5. Swapping position of Reseller Cost and Reseller Sales in the pivot grid can be seen below ResellerVs Reseller Sales Reseller Cost i Reseller Name Reseller Cost ResellerSales Reselter Freig Ati Cemer 90 154 25 279A62 95 6 987 08 E Resellers Reseller Sales Reselle ul DW Meas res Reseller Cost Reseller Sales Reseller Freight 2 1 3 1 277 555 5 1 43 801 13 2 119 285 95 678 920 07 3 315 127 67 940 032 03 2 124 235 56 707 708 19 4 658 052 4 1 87 027 27 6 053 347 82 2 282 I 15 88 10 272 190 29 4 952 085 98 6 878 622 05 5 579 642 8 116 451 36 2 175 68 151 333 81 57 052 94 256 804 84 123 802 17 171 965 65 139 491 13 78 5d Using Pivot Grids 8 17 Pivot grids are feature rich and offer many ways to manipulate and display data One feature of the pivot grid is the ability to total the columns in a table Let s look at Show Totals toggle in Properties Menu iPad BAE AM tr ThVSDi lt 499 m 10 n W Li n pen Rese erys Reseller Mame By toggling Show Totals to On a row has been added to the bottom of the pivot grid which displays total for Reseller Sales 2 282 115 88 10 272 190 29 4 952 085 98 6 878 622 05 5 579 542 81 2 206 725 22 1 987 872 71 3 313 012 18 4 047 574 04 2 310 258 53 3 227 654 62 2 356 157 46 L 154797127 5 668 149 5 2 880 752 68 662 547 32 2 459
6. 1 of Date hierarchy MESE 49820089 940 0320 a 3 130166128 3 21821158 a T 48786220 21749955 5 6 678 720 07 ot 5418 405 045 37 a Notice that cells in Year eariy BIKE 1 967 872 7657 313 96 RIF 012 1 1 077 090 B 1 column contain expand manent 407 5740 1 355 613 0 arrows small arrows facing Finish f 4 8 2007 gd ser 3 217 6546 05060367 right in lower right corner Be 256 1529 3 32084 6 re 47913 SSRIS ais 154 34 87 Sd Using Pivot Grids 17 17 o Reseller Ys Reseller Sales Reseller Cost Tear Quarter Toral Toral Tatal Total Toral Total Total Now that we have drilled down into Date hierarchy miVEDIX has exposed Year Quarter and Month columns There are expand arrows in Month column which can be used to drill down further if so desired Tapping an expand arrow will add details for that cell to the column to its right If there is not yet a column for that level in the hierarchy Reseller E PLE Reseller 5 668 149 5 des 4 069 186 0 4 3 270 920 4 a 882 899 94 4 658 052 4 4 222 187 0 3 2 779 082 7 6 878 622 0 5 1 317 541 8 3 987 872 7 313130121 a 4 047 574 0 4 3 217 654 6 Reseller Cost ae 1 984 857 7 6 1 589 845 0 1 407 553 4 2 350 187 02 1 277 555 5 1 106 381 2 801 193 04 1 302 662 8 3 678 920 07
7. 530 685 69 307 02 7 471 735 06 Measure Group 2 486 41 16 0 10 900 257 9 28 492 203 3 3 13 539 778 8 4 582 680 69 052 43 623 389 86 015 41 21 802 4 542 96 2 930 727 1 4 896 104 83 197 480 29 995 67 4 609 175 16 85 Sd Using Pivot Grids 15 17 So far we have looked at how pivot grids behave when using measures and attributes Let s look at what happens if we add a hierarchy Reset the frame and set the frame type to pivot grid The pivot grid s drill down capability will be activated upon adding Date Date hierarchy Tap Frame Options icon followed by Reset Frame icon to reset the frame data to its default state It will not reset chart type or changes to properties Mi v amp i Pee a Ke Rad Masia Pose Ws Reseller Sales Reseller Co Repeller Rosellor 4 Mame Sales Cost e SEO 279 482 95 90 15483 4658 0534 1 277 555 5 i Br 027 27 43 801 13 60533148 21192859 F E al yey Tap Frame Options icon followed by a IAF LIO 3 315 126 29 7 67a 720 07 Settings icon to bring up Settings menu ful Sales 4 952 085 9 1 940 037 0 y B 3 E ARECI 21242955 5 5 55796428 1 707 706 1 E 22067252 5676 673 66 jike 1 987 872 7 j 627 31395 undo 3 313 012 1 1 077 090 6 404757 A ff j r i h eae de a Y Select Chart Type submenu followed by 23102585 55 447 44 Pivot Grid icon 22276546 1 050 638 7 2 7 ES 823 320 86 E 7 F p AR 15 15454 KPRI 1994
8. Remember you can tap each slice of the pie chart to get a detailed breakdown of the data it s representing 146 6 New Report Development 8 13 a Creating Custom Reports 8 8 a lemplace y millor in thouranda 837K _ a 597 TAT 12 962 18 14664 809 194 437 314 044 451 56 lemplace Y e A Internet Order Quantity Europe 5 4100 North merica 9034 00 3 994 00 18 370 00 Let s change the data grid into a bar graph Remember you can get more info by looking at the legend Scroll through the bar graph by swiping left and right We re almost done This is shaping up to be a nice looking report Let s add one last frame and turn it into a bar graph This is a simple attribute measure data grid displaying Country and Internet Order Quantity 147 6 New Report Development 9 13 a Creating Custom Reports 1 Using and Setting Your Home Report 1 3 So far we have been working with our Home Report or the report that miVEDIX opens to when you login We have demonstrated several way to customize your Home Report However if there s ever a need to get back to basics the Home Report can be returned back to its default state via the Home Report icon If you have used a lot of filters rearranged frames or made some changes to your Home Report that you no longer want use this icon to return to the to its initial settings All filters except for globa
9. S Total Cost is an example of when lower values are preferable We have toggled the Swap High Low Colors flag such that higher threshold color is red and lower threshold color is green 121 5i Using KPIs 6 7 5 Adding Filters 1 2 Filters for KPIs work similar to filters for other frames But since KPIs only display one measure you will most often want to filter them by attributes Let s apply a filter to the Bullet KPI seen below We are looking at the Bullet KPI displaying Reseller Order Quantity gan Oe i fernet Order Quantity gt Total Sales i ResellerVs Reseller Sales Reseller Cost DO Reseller Order Quantity in thousands in thousands 3 595 160 784 267 973 375 16 45 13 778 22 963 32 147 Reseller Order Quantity X Reseller Mame x Dw E a FRAME VIEW view C Activity Center Reseller Order Quantity Bicycle Exporters FILTER GLOBAL Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing As amp Y SM of We have used the List to navigate Attributes from the top level to Reseller then Reseller Name 122 5i Using KPIs 7 7 5 Adding Filters 2 2 Filter a KPI by attribute to narrow down Reseller Order Quantity nternet Order Quantity n thousands in thousands the results In this example we are E ee 087M 53 595 160 784 267
10. Screenshot seen below is a result of tapping on settings icon in upper left corner of the login screen App Settings menu similar to the login screen is now oriented for a right to left language Similar to the English language version once the screen has been filled out and saved miVEDIX will return to the login screen after which you can log in App Settings duet acu Fill in the blanks just as you Z would in any other language Zaal aul Secure Connection Cg aiy Advanced Click here to verify and save your settings and return to the login screen 11 1d Language Setup 3 3 Now that we have logged into miVEDIX we see a mix of English and Arabic text Note that numbers convert to the Arabic Script User supplied text such as data from the data base and manually entered titles are displayed without translation a VeA MVE Di i s iles Past 6 Months o GillSans Store GillSans Angora Store JE Baker City Store r a la Emi gt Banks Store Laji lilas nus sla i gt Bend Store Stuiuiitt daiguall o Ley gt Bethany Beach Store Boise Store Gall Lyall gt Brothers Store TENY y Caldwell Store SL uu Cambridge Store Camillus Store O a Sri i e Cato Store y yg Chittenango Store Clay Store Sales by Product Category o Y K APPLES BANANAS BERRIES CITRUS CONVEN COOKI 2009 01
11. Select Equal to for Reseller Sales and enter 4000000 Tap the checkmark when done Tap Save to apply these changes Reseller Name Reseller Sales Reseller Cost City Manufacturing 6 053 347 82 2 119 285 95 General Cycle Storehouse Hiatus Bike Tours 10 272 190 29 3 315 127 67 6 878 622 05 2 124 235 56 23 204 160 16 7 558 649 18 Result of applying both filters Bicycle Exporters City Manulicturiog on Helpful Sales and Repair Servico Hiatus Bike Tears Metro Manufacturing Permanent Fim Products Rich Reseller Sales 4658 052 41 6 033 347 82 IAE PODA 4 952 085 98 678 621 05 557 542 81 4 047 5 F4 04 5 668 149 5 48 109 664 9 3 02 PM MINA i lt MiVE L231 gt lt Reseller Coat 1 177 555 51 2119 285 95 31 315 127 67 140 092 03 4 VUE E 2 124 135 56 1 707 708 19 1 355 61308 1 584 857 78 15 824 915 77 Template 5 A FRAME VIEW Reseller Reseller Mame Reseller Sales Reseller Cost Reseller Sales 4000000 Reseller Cost 7 Using Filters 3 16 b Filtering by Dimensions 1 3 miVEDIX also allows for filtering by dimensions This is useful for narrowing down data by non numerical values Let s take a look at how this is done In the following example a dimensional filter will be applied to a bar graph Goal is to filter this frame by location specifically Texas This chart is in full screen mode wi
12. Update Dynamic Titles 108 5g Funnel Charts 2 2 So far our Funnel Chart is not showing data in descending order as would be expected for a sales process Sort function can be used to choose which measure or dimension we wish to sort upon along with the order ascending or descending 6 18 AM MNV Oix 3 Tapping the information icon shows that the funnel is currently being sorted by Product Category and in ascending order Clone Product Category Reseller Order Quantity Tapping the sort icon next to Reseller Order Quantity results in the chart being sorted by Reseller Order Quantity and in ascending order 0 40 AM MiV Di gt lt i Product Category Reseller Order Quan Lib 1 55 AM MIV 1 gt lt Clochire Product Category Reseller Order Quando Tapping the sort icon next to Reseller Order Quantity one more time results in the Funnel Chart being sorted in descending order Sort icon has changed from ascending to descending 109 Go To Visualization Section Overview Sh Scatterplot Graphs 1 5 Reseller Freighe Reseller Com 265 505 94 311724 887 81 EEE 5 204 283 9 664748 1 6490 933 56 2437845 3 009 4424 Germany 146 6396 2955 506 24 Northeast 150 307 94 1060 VES horthavesc 208 386 74 2 798 206 02 Southeast E Fark 2 361571 48 Template 5 Southwest 147 006 86 2015 326 87 United Kingdom 12929 14 864 B2 2 011 265
13. labeled 3 equals Running Total of City Manufacturing labeled 1 plus Reseller Cost for Fun Times Club labeled 2 Running Total at Fun Times Club row 3 530 797 42 labeled 1 676 920 07 labeled 2 4 209 717 49 labeled 3 Activity Center Bacyele Exporters Bike Prodi ts and Accesories ity Manmtacturiog 17748195 4656 052741 BORA 61051 347 82 2282 115 08 ys EAS Ne ariy Liki Hall Cutdoor Discritutors Pirmanen Finish Products Prico Curoer Discount Bikes 4 952 085 78 6 676 62205 5 509 UE 2 006 115 13 1 Per Bro 331101218 4 047 574 04 2 310 158 53 3027 654 62 Rocks and SSourity Syston Reread Tire Comp any 2356 157 46 RELPET 43 801 13 2 1 9 08595 Fat El 2 14 13556 1 707 408 276 573 56 67 313 949 O77 070 62 1 355 613 08 491 447 44 1 050 638 77 813 320 86 415 154 34 90 154 83 A Pe ed 1590797 42 430971745 P S24 845 06 S464 37 17 11589 1127S 13 76 620 94 13 3 44 6 14 600 608 55 15 677 897 17 17 093 512 35 PAJEK TE ERG EGEE 19 7889 19 97 20 104 073 66 5c Advanced Data Grid Properties 4 14 1 Calculated Measures 4 4 Cumulative of Total is similar to Running Total except that instead of adding Reseller Cost for each new row miVEDIX adds of Cost for that row Toggling Cumulative of T
14. s look at Global Settings Mid Threshold is greyed out and not active Menu seen on the left appears upon c selecting right arrow in the Color Options menu Percent a Here we showed how to set Colored Cells with Individual Formatting toggled off Try toggling Individual Formatting to on and set unique thresholds for each measure 50 Sb Data Grids 5 9 Colored Cells also allows you to choose between setting and displaying colors for two or three thresholds With Show Colored Cells to On we see that Low and Resellers Reseller Sales Reselle XK High colors are highlighted but Mid is greyed out Show Colored Cells Individual formatting Tap the arrow in the Global section to expose the Color Menu Two Colors is set by default with color Global options for Low and High Low Lowest Lowest 0 High Highest Highest 0 Lowest E Reseller Ys Reseller Sales Reselle x REY lolo Two Colors Three Colors Percent A Blend Colors Tapping There Colors causes the menu to include a Percentile Mid threshold mm O 51 Sb Data Grids 6 9 By default miVEDIX uses traffic light colors for Colored Cells and sets highest and lowest values as thresholds But that may not be the right choice for our chart and we will want to change the colors thresholds and choose how to transition from one color to the next a ResellerVs Reseller Sales Reselle X I DW OOT Blend Col
15. 4 952 085 98 6 878 622 05 5 2 9 642 8 2 206 25 22 98 7 872 7 Date Vs Internet Sales ai _ o Reseller Cost 90 134 83 277 995 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 1 940 032 03 2 124 235 56 1 707 08 19 6 6 6 73 66 627 313 95 117 5i Using KPIs 2 7 2 KPI Frame Settings 12 39 PM MME Pe is Just like charts and graphs KPIs have a Frame Internet Order Quantity X 9r4er Quanity Total Sales Options menu and Frame amp Properties in thousands EOM o E submenus under Settings 7AM Internet Order Quantity LA SS Reseller C KPI Frame Data ENTEO A Reseller Sales Activity Center 279 482 95 ley 4 658 05241 1 277 Tapping Frame Options icon for a KPI brings up Exporters A EE 43 801 13 two option the Settings menu and Refresh Frame and Accessories 6 053 347 82 2 119 285 95 Fun Times Club 282 678 920 07 General Cycle Similar to charts and graphs the Frame Data view gt Storehouse 10 272 190 29 displays measures and filters that are applied to Helpful Sales ane 4 952 085 98 Repair Service Hiatus Bike AE the individual frame Metro 5 579 642 81 1 707 708 139 Manufacturing Mountain Toy Store 2 206 725 22 676 673 66 in thousands KPI Chart Types a O Internet Order Quantity X Reseller Sales Tapping the Chart Type icon will reveal Chart Type MEA a E AE Bicycle 4 658 052 41 Exporters Bike Products 87 02727
16. 405 045 37 627 313 95 1 077 090 6 a 1 355 613 0 050 638 7 miVEDIX will add one to the pivot grid Tapping a contract arrow will remove its information from the column to the right If the column to the right does not contain information in any other cells it will be removed from the pivot grid We will explore Date dimension by using expand arrows to drill down into the hierarchy Upon tapping expand arrow for 2006 in the Year column pivot grid expanded to include Quarter which is the next level in Date hierarchy Expand arrow for 2006 in the Year column has been replaced with a contract arrow triangle facing left ea V amp D eseller Lost Reseller Revelle Sales oat ELL 4 5j s47 5 668 149 5 EAS 4 069 186 0 589 845 0 E 32709704 1 407 554 E 2 Salen A 88289994 350 187 02 il 4 559 051 4 422 EPO 4 B07 154 2 I 511 554 16 476 018 57 389 630 08 1 076 887 7 di 635 133 26 2 185 213 2 BET SIOST ea ee 6320 07 Bikes 4 878 6220 2 124 235 5 3 1317 541 8 3 Pu 1 157 8727 E A 1 077 090 46 4 ES 4 047 5740 13556130 4 E S227 654 6 050 638 7 ad 2 3546 1574 823 37056 A 1 154 791 7 vol FO 415 154 44 884 908 57 14 864 82 88 r 5e Using Bar Graphs and Line Graphs 5e Bar Graphs 1 12 2 00 PM MVE LI I gt lt Bikes M Reseller Ord
17. 5 Price Cutter 3 585 447 44 Discount Bikes 2 310 258 53 081 eVs Internet Sales Product Vs Reseller Orde Re i Wa 42 Tap the Delete button to finalize it s removal Then save the results to update the frame Don t worry Deleting a measure dimension or filter from a Frame Data menu only affects what is being displayed You aren t actually deleting anything from your database or your report Go To Table of Contents Page 5 Visualizations a Definition amp Topology b Data Grids c Advanced Data Grid Properties 1 Calculated Measures 2 Data Groups 3 Data Grid Row Summary Totals d Pivot Grids e Bar Graphs and Line Graphs 1 Bar Graphs 2 Line Graphs Pie Charts Funnel Charts Scatterplots i Using Key Performance Indicators KPIs gt OQ rh 43 5a Definition amp Topology 1 2 miVEDIX uses many visual assets some of which you may already be familiar with Following table provides a quick reference for number of dimensions D and measures M required to populate a visualization Let s look at Key Performance Indicators KPIs on this page KPIs are simple and visualize a single measure We will look at other chart types on the next page They visualize both Measures and Dimensions KPI Visualization Measures Rev Meter Trend 44 6a Definition amp Topology 2 2 Following table provides a quick reference for number of measures M ne
18. Define range between low and high values Percent Appears if Blend Colors is disabled Percent Define percent limit Appears if Blend Colors is lt b S o c enabled Percentile Select a segment of the bell curve distribution Appears if Blend Colors is enabled Number Options for High are Highest Number Percent and Percentile Highest is set by default Highest Define value for high color Number Define number limit and set gt or gt Percent Define percent limit Percentile Select a segment of the bell curve distribution 53 Sb Data Grids 8 9 Let s take a look at what happens to a plain data grid upon turning on various combinations of Traffic Lights and Colored Cells Brief description for each of the screenshots can be seen in the call out boxes below Reseller Vs R Reseller Cost 90 154 83 1 277 555 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 1 940 032 03 2 124 235 56 1 707 708 19 676 673 66 eseller Sales Reseller Cost o Reseller Sales 279 482 95 4 658 052 4 1 87 027 27 6 053 347 82 2 282 115 88 10 272 190 29 4 952 085 98 6 878 622 05 5 579 642 81 2 206 725 22 Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metr
19. Reseller Name Date Date Reseller Sales Tap the Date to open Date Picker Reseller Cost Tap Done upon selecting the date Swipe up and down on month day and year to choose appropriate date In this case January 1 2007 161 7 Using Filters 9 16 d Intelligent Editing of Filters in Frame Properties Window 3 3 Last action involves changing to gt and saving those changes Choosing a different comparison operator is very similar to choosing a date Tap on the gt to bring up a menu Reseller Ys Reseller Sales Resolle EF Tap the and swipe through the choices to select Greater Than Reseller Reseller Marve Dace Dace Greater Than Upon lifting your finger from the menu it will disappear with the new choice appearing in it s place Mame Reseller Sales Reseller Coss 279 481 95 0 154 83 City AET HIF E aE y 5051347 82 2119 105 95 Manufacturing K f y 22841158 STE FIOT Haus Sike GBTE67205 212419556 tal Mouritain Toy Se ee Stare DITS 676 673 66 ee E Reseller Wa Reseller Sales Reza ill Da BFRAKEVIEW Reseller Reseller Mame Date Dare Reseller Sales Tap Save to apply the filter Reseller Cg st FullDlateAlternateK ey fan 2007 14 864 87 162 7 Using Filters 10 16 e Frame Filter Drop Area 1 4 Sometimes when adding a filter to a frame by dragging an attribute from the DISC or Lis
20. Shipping Cost A Mo V E AAN av t MD OS Social Media Posts e Total Sales per Month o 2009 03 2009 04 Numbers convert to Arabic Script Some words such as font names don t have an Arabic translation Text from the database is not translated Frame titles are displayed in the language they were entered 12 1e Using Themes 1 2 So far everything we have looked at has had the miVEDiX theme miVEDIX logo and orange black color schemes You might want miVEDiX customized or themed to match your organization s color palette and include your logo If you choose to go down this road the application will look different but feel and behave the same as the regular miVEDIX application Figure below illustrates an example of miVEDIX with a themed login screen This theme uses the same data sources as before and same report layouts however the color scheme and logo have changed 12 37 PM This ACME themed login screen has all the same fields A CME and functionality as the standard miVEDIX login gt screen User Name Password Remember Me App ID Installing setting up and logging into a custom themed miVEDIX application is exactly the same as with standard miVEDIX If your organization has chosen to have a themed version of miVEDIX and you are either unable to access it or don t see your theme contact your system administrator 13 1e Using Themes 2 2 On
21. al Mumbai AFRICA Lagos Nairobi ba ehan Orio de Janaina Soulh Atlante Orcan enos Aires ProductVs Reseller Order Quantity Bikes Accessories e Rese ler Name Acti ity Center Bicycle Exporters Bile Products an Accessories City anufacturing Fuln Times Club General Cycle Storehouse pful Sales and Repair Service Reseller Sales 4 558 051 41 87 027 27 6 053 347 82 2 282 115 88 10 2 2 190 29 4 952 085 98 i Date Vs Internet Sales Reseller Cost 70 154 83 1 2 7A555 51 43 801 2 119 285 95 678 920 07 3 315 127 67 1 940 032 03 Each frame level sub report arrow is linked to its own sub report Tapping this arrow exposes the sub report seen on the next page 171 8a Sub Reports 2 3 Let s take a closer look at the sub report It looks and behaves just like any predefined report in your Report Drawers Back arrow will return you to the main report Country Australia Australia Canada Canada Canada Germany Reseller Mame Helpful Sales and Repair Service Rich Department General Cycle Storehouse Metra Manufactu ring Price Cutter Discount Bikes Hiatus Bike Tours Roadway Bicycle Supply Bicycle Exporters Although this sub report was accessed through the home report we can tap the Set Home Report icon to make it our new home report Reseller Sales 4 752 085 98
22. 170 66 2 699 300 79 677 487 81 51 687 49 2 534 738 170 149 23 eller Sales Reseller Cost Reseller Cost 678 920 07 3 315 127 67 940 032 03 2 124 235 56 1 707 708 19 676 673 66 627 313 95 077 090 62 1 355 613 08 881 447 44 050 638 77 823 320 86 415 154 44 984 857 78 884 808 67 597 089 72 964 259 9 991 091 63 240 594 62 14 864 82 749 565 7 62 624 07 each numeric column Reseller Ye Reseller Sales Reselle x STYLE Header Font Size Cell Font Size Cell Size Colored Cells Show Totals Positioning a Show Totals is set to Off by default GillSans 14 Gill5ans 17 Show Measure Group AUTO UPDATES B ka _ z jo e Rese erys Reseller Mame Reseller Sales Reseller Cost i Reseller Ys Reseler Sales Reselle x 3 315 127 67 ADA io 2 STYLE 10 272 190 29 4 752 085 78 940 032 03 6 878 622 05 2 124 235 56 Header Font GillSans 5579 642 81 Size 14 707 708 19 Cell Font Gill5ans Size 17 676 673 66 1 987 872 71 627 313 35 Cell Size 3 313 012 18 1 077 090 62 FORMAT TING 4 047 574 04 355 613 08 Colored Cells 2 3 0 258 53 881 447 44 Show Totals 3 227 654 62 050 638 77 Positioning 2 356 157 46 823 320 86 Show Measure Group 1 154 791 27 415 154 34 ALTO UPDATES 5 668 149 5 984 857 78 2 880 752 68 884 808 67 1 662 547 32 597 089 72 2 459 170 66 964 259 9 2 699 3
23. 43 801 13 87 027 27 2 119 265 9 6 053 347 8 5 2 7727 11 678 920 07 rar on 3 315 127 6 10 272 190 7 29 ales 1 940 032 0 4 952 065 9 3 8 Hams Eke 2 124 235 5 6 878 6220 6 5 5 579 6428 90 154 83 279 482 95 1 277 555 5 4 658 052 4 43 801 13 87 027 27 2 119 2859 6 053 347 8 5 2 678 920 07 821158 3 3 315 1276 10 272 190 gt 29 1 940 0320 4 952 085 9 3 8 us Bike 2 124 2355 6 878 622 0 6 5 This is a standard pivot grid layout Notice the eee 1797 700 1 55794428 Mountain 2 206 725 2 dimensions in blue and the measures in green Toy Store 67667366 vies 02731395 diria 1 077 0906 3 313 012 2 8 1 355 613 0 4 047 574 0 8 4 2 310 258 5 3 1 050 638 7 3 227 654 6 7 gt G 823 320 86 ere 574 B 881 447 44 154 791 2 415 154 34 1 194 79 f A 7 5 668 149 5 884 808 67 2880 7526 8 1 662 547 3 2 2 459 170 6 6 597 089 72 964 259 9 2 699 300 7 991 091 63 4 5d Using Pivot Grids 2 17 Activity Center ACLARO EAE 4 658 052 41 1 277 555 51 B7 027 27 43 801 13 LR 6 053 347 82 2 119 285 95 178211588 678 920 07 10 272 1902 3315 137 67 q 4 952 085 98 1 940 032 03 6 878 622 105 2 124 23556 5 579 642 81 1 707 708 19 MOY gt 206 725 22 676 673 66 198787271 617 313 95 S 3 313 012 186 1 077 090 42 ENE 4 047 574 04 355 613 08 ps 2310 258 53 881 447 44 0 3 127 654 62 1 050 638 77 Pivot grids allow for organization of data in a vari
24. 5 668 149 5 10 272 190 29 5 579 642 8 1 2 310 258 53 6 878 622 05 2 880 752 68 4 658 052 41 Date Vs Reseller Sales Reseller Cost i Reseller Product Vs Reseller Freight Tap the pencil to enter Edit Mode Although a copy of this report can be edited and saved under User Defined Reports changes to the sub report cannot be saved 172 8a Sub Reports 3 3 Attribute level sub reports can be accessed by tapping the arrow next to the attribute name A sub report will Lae oo aiia Preduct s Reseller Cinder Ghian open that s filtered on that attribute O ak ae te io EZ Total 85 177 08 Product Product Category Reseller Reseller Mame Reseller Order Quantity Tapping the arrow next to A FATER Bike Shop opens a sub report as filtered on A Bike Shop 5 i j 5 Cc l m Reseller Vs Resofier Sales Reseller Cost i Reseller Name Reseller Sales Reseller Cost A Bike Store 85 177 08 51 176 45 A Great Bicycle C A Typical Bike Shop 83 457 11 48 098 77 9 055 29 6 479 28 Acceptable Sales amp Se 1 258 38 FELES Accessories Network 2 406 69 Acclaimed Bicycle C 10366 Ace Bicycle Supply Reseller Product Vs Reseller Frei iD Reseller Business Type Reseller Reseller Name Product Product Category Tapping the arrow next to A Reseller Freight Typical Bike Shop opens the ResellerName same sub report fi
25. Accessories Data Grid is now filtered on both Activity Center and Bike Products and Accessories Q Reseller Vs Reseller Sales R selle ane E 9082 M Reseller Reseller Name Reseller Sales Reseller Sales 179 482 95 Reseller Cost 279 482 95 Bike Products 87 027 27 ResellerName es E Activity Center Total 366 510 22 ResellerName Bike Products and Accessories C Aes Reseller Cost 90 154 83 43 801 13 133 955 96 Reseller Order Quantity o Interner Order Quantity o in thousands in thousands Total Sales 53 595 160 783 267 973 375 161 4 593 13 778 22 962 32 147 Reseller Sales Reseller Cost Reseller Name Reseller Sales Activity Center 279 482 95 Bike Products 87 027 27 th Atlantic and Accessories Ocean Total 366 510 22 Nairobi Brasilia Reseller Name 2 Rio de Janeiro enos Aires Reseller Cost 90 154 83 43 801 13 133 955 96 o 165 7 Using Filters 13 16 e Frame Filter Drop Area 4 4 Lastly let s test the Replace Filter icon We will drag a third Reseller Name City Manufacturing to the data grid which is already getting filtered on Activity Center and Bike Products and Accessories Drag City Manufacturing to data grid The icons Add Filter and Replace Filter appear Resallar Vs Res Wier Sales Reseller Cost Replace Filter icon lights up as you drag a UDT So City
26. Bikes 2 459 170 66 964 259 9 749 565 7 Total SUM Strong Metal gt 699 300 79 991 091 63 Manufacturing 62 624 07 Touring Services 677 487 81 240 594 62 a til cia irc Tubeless Tire 51 687 49 14 864 82 Company Underglaze and Tap Total to bring up this menu of Finish Company 2 534 738 749 565 7 different summary options Wire Baskets 170 149 23 62 624 07 Swipe through and choose from list and Parts Total 80 450 596 97 26 693 830 57 This is the Data Grid summary In its default state it shows totals for each column containing a measure There are four summary options Total SUM Sum of all values in that column Average Arithmetic Mean Total divided by the number of entries in the column Minimum Lowest entry in the column Maximum Highest entry in the column 67 5c Advanced Data Grid Properties 12 14 3 Data Grid Row Summary Totals 2 4 Choose a summary option by swiping through the Data Grid Summary options until your choice is selected Then either select Add or Change to create an additional row or change summary option for current row We have swiped through summary options until Maximum is selected Tapping Add results in a row called MAX being added to the bottom of Data Grid Summary ResellerVs Reseller Sales Reseller Cost Reseller Name Resaller Sales Reseller Cost Sleek Bikes 2 459 170 66 964 259 9 Strong Meral 5 99
27. Continue drilling up or down until you find the nee Latitude attribute you want to display Longitude 9 Drag the attribute to a map chart or other visual Reseller Key Reseller Name State Ass d Y _ Reseller Name w Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service TIP Try dragging and dropping measures and attributes from the List to populate various Babs Se Ur graphics You will notice that miVEDIX Metro Manufacturing updates instantly ELl 5 Y D 30 3 The Data View Accessing amp Organizing Your Data b The List Search On The List 1 2 Using the search function on the List is very similar to using it on the DISC Tap the Search icon magnifying glass and enter your search term into the search field Reseller Name X A Bicycle Association A Bike Store A Cycle Si The magnifying glass is available at all levels of ycie shop your data within The List A Great Bicycle Company A Typical Bike Shop Acceptable Sales amp Service Accessories Network Acclaimed Bicycle Company Ace Bicycle Supply Reseller Name x E 22 PA cycle Association A Bike Store Tap the search icon you will notice the magnifying glass moves to the left side of the search bar and the word Cancel appears on the A Great Bicycle Company right This indicates the user has
28. Freight X Axis Reseller Cost Y Axis We see the dots displayed with varying sizes throughout the Scatterplot This shows little correlation between Gross Profit Res measure and Reseller Freight and Reseller Cost 11 57 AM MTIVE Di gt lt O Color Axis can be activated by adding an other measure S Total Cost Gradual transition from red to green e Australia shows a correlation between Reseller el Freight Reseller Cost Gross Profit Reseller Cost 3924889 8 Res and S Total Cost Gross Profic Res 63 04 Total Cost 5656649 62 o This example has Australia Sales Territory region Reseller Freight X Axis Reseller Cost Y Axis Gross Profit Res Size Size of the dots do not relate to the color indicating that there is not a tight correlation between S Total Cost and Gross Profit 112 Sh Scatterplot Graphs 3 5 Scatterplot graphs are flexible Their Properties Menu contains three specific styles Color Properties Show Quadrant and Change Axis Positions We have toggled Update Dynamic Titles to off and manually set the title by tapping in the Title Bar and typing Show Quadrant is toggled to on in order to show dotted lines that bisect the graph vertically and horizontally Show Legends Show Quadrant Color Properties Change Axis Positions Color Properties is similar to set
29. Language Setup e Using Themes On each of the major section individual pages in the upper right hand corner there is a hyperlink back to the Table of Contents page as well as links to that major sections sub topics An example of the first major section is below Go To Table of Contents Page Hyperlink back to the main table of contents page 1 Setting up and Logging a App Settings b Login and Logout Information c Forgot Username and Password Hyperlinks to the main sections d Language Setup sub topics e Using Themes A callout box like the one you see to the right will be used throughout the manual They are used to call specific attention to something being This is a callout box done with the miVEDIX interface Depending on the way your Look here for specific information about how to do things in miVEDIX organization has decided to set up and implement miVEDIX your reports may not match exactly the ones you see in this manual But don t worry All of the instructions are still the same A Note On Versions Please make sure you are using the most updated version of this manual You can find the version on both the cover and copyright pages At various points throughout this manual you will see Joey the Elephant We use Joey to highlight specific tips and tricks about using miVEDiX so make sure you read them They will help you get the most out of your miVEDIX experience Go To T
30. Manual High Low MAN desired threshold or number Low Threshold High Threshold E Reseller Order Quantity X Swap High Low Colors y th Dw Lolo Compare to Data Low II resholl High Threshold Tapping directly on the Low Threshold text activates the 160 783 4 edit functionality allowing you to enter an exact figure to be used for the desired threshold 107 K Swap High Low Colors amp 119 5i Using KPIs 4 7 3 KPI Thresholds and Data Comparison 2 2 2 Comparing To Other Data This feature allows you to add another measure as well as dimension attribute as filters to compare to an existing measure in the KPI frame The threshold indicator will change to a comparison of the new measure as it relates to the existing measure Reseller Order Quantity X Reseller Order Quantity dd e Threshold Data Source Data Source Swap High Low Colors P Reseller Order Quantity dd 8 Threshold Data Source 60 40 K In the image to the right we are 5 Selling Count demonstrating adding a new measure Fl to compare to the existing measure G of Reseller Order Quantity Selling Count The resulting KPI and analysis is a result of the following math being done to calculate the 252 28 Reseller Order Quantity 214 378 Selling Count 60 855 KPI 214 378 60 855 60 855 252 28 This ultimately means that Reseller Order Quantity co
31. Manufacturing towards it w FEY 43 801 13 a o DENMARK J ag y P LITHUANIA d Accessories BELARUS PES 133 955 96 Dropping City Manufacturing onto the Replace Filter icon causes the frame to update instantly E 3s se Y Y FUN o in thousan S 9 ds 784 267973 375 16 4 593 3 778 22 963 32 147 n thousand 90 82 o 2595 60 Reseller Sales Reseller Cost 6 053 347 82 2 119 285 95 Reseller Reseller Name 6 053 347 82 2 119 285 95 Reseller Sales Data Grid is now filtered on City Reseller Cost Manufacturing only Other two filters have ResellerName been removed City Manufacturing 166 7 Using Filters 14 16 f User Defined Filters 1 3 User Defined Filters are a powerful way to customize reports Once created filters can be applied to multi ple frames or reports without having to navigate or drill down into the DISC every time Chance of making a mistake also goes down dramatically by using global filters User Defined Filters are 5 09 PM 51 W gt accessed via the Report MVEDIX is SO o Total Sales o Navigation Menu which can be accessed by tapping the triple Reseller Order Quantity Internet Order Quantity in thousands A 70 0 OS i ResellerVs Reseller Sales Reseller Cost o ba rs in thousands 54 134 214 295 375 Home Report sth Atlante Ocaan Mumbai indian Rio de Janeiro Sauth Atlantic
32. These settings are accessed from the map s property window ger Quantity i Inti 214 38 K MEXICO ler Order Quantity 214 38 K lorant Mi s a Ch q Q f UNIT TATES New York Washington Reseller add BA Clustering Tendency 00 Cluster Small Data Sets D 60 40 K Reseller Clustering Tendency ey Cluster Small Data Sets By sliding the clustering threshold bar users can define at which level they would like to manage the grouping of the individual data points There are four levels Minimal Low Normal Maximum In the image to the right you can see the clustering threshold bar is set to the maximum threshold whereby completely grouping all of the pins In some cases you may need to enable the Cluster Small Data Sets toggle in order to capture all of the pins into a large cluster depending on how far away a small group of pins may be in relation to a larger cluster in order to capture all pins into at least one group 133 5j Using Maps 10 14 3 Data Visualization Options 6 6 Point Display 4 4 Point Style Circles miVEDIX offers users the ability to display dimensions with associated geo coordinate data latitude and longitude to be dis played on a map One of those options is circles Under the Point Display options in the property window tap the Circles button to change the default pin icons to circles Valuable Bik
33. and Accessories City 6 053 347 82 Menu Only the KPI Chart types seen below are V available for KPI frames A Manufacturing Fun Times Club 2 282 1 15 88 1010 OIO f General Cycle 0777 190 29 Storehouse Hol ful Si le a pipful Sales and 4 952 085 98 Repair Service Hiatus Bike Tours 6 878 622 05 Metro 5 579 642 81 miVEDIX offers 5 different visual assets for KPIs Value Bullet Thermometer Fuel Gage and Rev Meter Dragging a measure to an empty KPI frame will display that measure using the Value visual asset Value cgi a 6 235 Ny S s x Se AS Fuel Gage in thousands A Bullet 54 134 214 Rev Meter Thermometer 118 Back to Version 1 8 Highlights Page 5i Using KPIs 3 7 3 KPI Thresholds and Data Comparison 1 2 Set Thresholds area allows the user to edit and interact with the KPI frame in two ways 1 Manual High Low Defining Of Thresholds Reseller Order Quantity 2 Comparing to other Data uow BB Set Thresholds Auto Refresh Update Dynamic Titles D 1 Manual High Low Defining Of Thresholds The functionality allows the user to define a lower and upper boundary which affects the visual representation in the KPI frame per the boundary set Reseller Order Quantity X io Be Using your finger you can press on the white circles on the left or right side of the slider bar in order to drag it to the
34. hide that line from your report Same action on any number in the Summary will also hide it from view Double tapping it again will reveal it This data grid contains four data grid summaries Total Average MIN and MAX Tubeless Tire 51 687 49 14 864 82 Company wndergaze ando 24338 749 565 7 Finish Company Wire Baskets Sane 70 149 23 Total 80 450 596 97 26 693 830 57 Strong Metal gt 69930979 991 091 63 Manufacturing 3 094 253 73 1 026 685 79 Touring Services 677 487 81 240 594 62 51 687 49 14 864 82 Tubeless Tire 51 687 49 14 864 82 Company 10 272 190 29 3 315 127 67 Underglaze and 2 534 738 749 565 7 Finish Company Wire Baskets and Parts 170 149 23 62 624 07 Total 80 450 596 97 26 693 830 57 Double Tapping the word Average results in the line being hidden from your report MIN 51 687 49 14 864 82 MAX 10 272 190 29 3 315 127 67 miVEDIX requires you to have at least one summary row at the bottom of a data grid Nothing will happen if you try to hide the last row 69 5c Advanced Data Grid Properties 14 14 3 Data Grid Row Summary Totals 4 4 Double tapping on Summary for MIN value under Reseller Cost results in being hidden from view ResellerVs Reseller Sales Reseller Cost i Reseller Name Reseller Sales Reseller Cost Double tapping the blank area where MIN value Touring Services 677 487 8 240 594 62 for Reseller Cost is hidden results in it being reveal
35. same methods can be applied to Measures and Hierarchies Try it out We will be using these drag and drop methods through out this manual 22 Go To Table of Contents Page 3 The Data View Accessing amp Or ganizing Your Data a The Disc 1 Using the Disc 2 Navigating the Disc 3 Search on Disc b The List 1 Using the List 2 Navigating the List 3 Search on List 4 Multi Select on List c Dimension amp Measure Groups Moving and Categorizing Existing Reports d 3 The Data View Accessing amp Organizing Your Data a The Disc Using The DISC 1 1 The DISC is one of the key tools for interaction with miVEDIX It provides an easy simple way to interact with visualizations on a screen since it gives access to all the data from a single point of view It doesn t matter how many data sources the miVEDIX platform is connected to every piece of data you have access to will be available via the DISC Using DISC to Frame Interaction graphs charts maps and KPIs can be populated with the relevant data that you want to visualize By tapping on a selection you can drill down to get access to more divisions and hierarchy levels in the data The DISC also conveniently divides data into attributes measures and hierarchies We will cover this in more detail but for now familiarize yourself with the DISC Reseller Name ag A Reseller kuz Attributes Cc 2 o O s A O Reselle
36. song dseg z ARPA TIP Try dragging and dropping measures and attributes from the DISC to populate various graphics You will notice that miVEDIiX lo Ns Uri KD Ing Sery Strong ve updates instantly 3 The Data View Accessing amp Organizing Your Data a The Disc Search On Disc 1 1 One of the quickest ways to find a data element on the DISC is to use the Search function Tap the magni fying glass and you can locate a data element without having to swipe through all the elements whether it s in a Measure Dimension or Hierarchy Searches are even possible on a collection of Global Filters Reseller Marne Magnifying glass is available at all levels of the DISC Reseller Arcoibutes Reseller Name Reseller Upon tapping the magnifying glass the wedge will Attributes expand to reveal a search field wherein search terms can be entered 7 Y SIN fx 27 3 The Data View Accessing amp Organizing Your Data b The List Using The List 1 1 The List is another key tool for interaction with miVEDIX It provides a different way to view and access the same data that you can see on the DISC List to Frame Interaction works in the same manner as DISC to Frame Interaction Drag and drop any item from the List to a frame By tapping on a selection you can drill down to access more divisions of data Like the DISC data within the List is divided into attributes meas
37. tapped within the search window and can now begin typing A Typical Bike Shop Acceptable Sales amp Service Accessories Network Tap Cancel if you want to exit the search Acclaimed Bicycle Company function Ace Bicycle Supply E 8S3 31 3 The Data View Accessing amp Organizing Your Data b The List Search On The List 2 2 Notice when typing in the search field the data set list will automatically start filtering the result set dis play in the List window a Reseller Name x Cancel Fitness Bike Accessories By typing Fltne you can see the display results set has now filtered all 600 Resellers to only Fitness Cycling those that include Fitne in their names Fitness Department Stores Fitness Discount Store Fitness Hotel Fitness Sport Boutique Fitness Supplies Fitness Toy Store Fitness loys A 55 32 Back to Version 1 8 Highlights Page 3 The Data View Accessing amp Organizing Your Data b The List Multi Select On The List 1 1 Using The List View you can multi select available data for interacting with your reports and frames This includes adding new data replacing and editing existing reports or even creating new reports by selecting multiple data elements at once Reseller Name x Cancel Fitness Bike Accessories Fitness Cycling Tapping on the open circles to the left of the text Fitness Department Stores row will populate with a
38. the legends menu being visible Below we have toggled it off resulting in the meu being removed MVE Di Vs Reseller Order Quantity Auto Refresh Show Legends Update Dynamic Titles Update Dynamic Titles is available within every frame We have toggled it on which resulted in miVEDIX creating a title for the frame um Legends are available on all pictorial i charts Pie Charts Funnels Bar Graphs Line Graphs and Scatter Plots 105 5f Pie Charts 4 4 f 32 147 032M frames in your report Use a tap and long hold to select Reseller Reseller Name my the element Then drag it to where ever you need it Reseller Sales Reseller Sales 245 422 21 Reseller Cost 3 486 155 25 930 158 14 79 318 18 40 780 65 4836 32357 1 699 515 68 1 873 948 554 334 64 ve 691 34052 1 807 998 78 Here we are dragging 025 61105 1 555 313 53 y So ae Accessories dimension from the 4 594 338 465 1 402 225 41 1 785 48046 538 118 77 pie chart to the data grid E Accessories Bikes 133 Clothing f O Reseller Vs Reseller Sales Reselle o io ss a Notice that Accessories has been RAMEVIEW 78 2 3 32 147 0 82 M Reseller Reseller Name Keseler Vs Reseller sales Kes Lost o added to the data grid frame as a fi Ite r Product Level Reseller Sales Reseller Sales 3 325 94 24 106 37 3 471 82 70 224 58 783259 28 993 74 168256 Data grid updated as so
39. title of the report using an edit field This field will have a default name and time stamp Location Tapping on this row will trigger a new window to open allowing you to save the report in any of the existing report folders Shared With All Users in My Organization Enabling this feature will actually make the report visible to other users whom have access to the application app id If this is not enabled then only your user will see this report in the folder you designate to categorize it Important Note In order to use the Location and Sharing feature s within the save as function your user needs to have been configured with the proper security share permissions as defined in the Security Master Database as part of the configuration of the app 151 6 New Report Development 13 13 b Saving and Categorizing New Reports 2 2 After saving and populating the required information you can now view and access your newly created report in the folder in which you designated to save it lt Save Report Location Sales Analysis Cost Analysis Product Analysis Press the checkmark to save this report It will be saved in User Defined Profitability Analysis Reports From here you can either close the report wtihout saving or select save to bring up additional information required before saving Location Analysis Seasonality Analysis User Defined Reports Reports Sales Analysis Examp
40. tt 2b Reports and Frames 3 3 14 13 12 11 1 Reseller Order Quantity in thousands a D 9 87 M 375 16 4 593 53 595 160 784 267 973 Reseller Legal Accessories Refresh Home Report Edit the Report Screen Capture Data View Key Performance Indicator KPI tt ProductVs Reseller Order Quantity SEs a Clothina Internet Order Quantity e in thousands 13 778 22 963 tt ResellerVs Reseller Sales Reseller Cost Reseller Na Activity Center Bicycle Exporters Bike Products and Accessories City Washi n TT Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service 1 50 M Components Frame Options A Measure A Dimension Frame Title 32 147 Reseller Sales 279 482 9 4 658 052 41 87 027 27 6 053 347 82 2 282 115 88 10 272 190 29 4 952 085 98 o DateVs Internet Sales Total Sales Reseller Cost 90 154 83 1 277 555 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 940 032 03 10 Line Graph 11 Bar Graph tt 10 12 Graph Legend 13 Map 14 Reports Menu 19 2c Interacting with miVEDIX Upon logging into miVEDIX you will be presented with a pre defined report most likely set up by your system administrator However you are not limited to that report Attributes Hierarchies and measures can be added to different frames to instantly update the view Different reports can
41. 00 79 991 091 63 67 487 81 240 594 62 51 68549 14 864 82 2 534 738 749 565 7 170 149 23 62 624 07 80 450 596 97 26 693 830 57 79 Sd Using Pivot Grids 9 17 On the previous page we toggled Show Totals to On which resulted in totals of each numeric column to be displayed at the bottom of the grid As seen in screenshot below those totals are too long for the cells and as such wrap around This issue can be solved by either choosing a smaller font size or using Cell Size to adjust it s height and width ResellerVs Reseller Sales Reseller Cost Reseller Reseller Reseller Name Sales Cost j A 2 880 752 68 884 808 67 1 662 547 32 597 089 72 2 459 170 66 964 259 9 Sac i a 2 699 300 79 991 091 63 677 487 81 240 594 62 51 687 49 14 864 82 2 534 738 749 565 7 170 149 23 62 624 07 80 450 596 9 26 693 830 5 Total 7 7 Reseller Vs Reseller Sales Reselle x diol Cell Width 80 Cell Height E 5 Contents of cells are too long and wrap around Let s see if we can fix that by adjusting the Cell Size Tap the arrow next to Cell Size to reveal Cell Size menu N Reseller Ys Reseller Sales Reselle jo 188 STYLE Header Font GillSans Size 4 Cell Font GillSans Size 14 Cell Size FORMATTING Colored Cells Show Totals Positioning Show Measure Group AUTO UPDATES Cell Height and Cell Width can be adjusted by moving the sliders in the Cell S
42. 2 80 420 586 8 6 Reseller Cou 1 077 090 6 2 1 155 613 08 AS 447 44 1 050 638 3 3109 41515434 1 594 657 78 834 808 67 597 089 71 944 1599 991 091 53 240591 57 14 854 81 749 564 7 6624 07 26 093 230 5 x CH Toral is toggled to On resulting in EE 155899 17 F035 ED EIE EEEE 5 965 598 44 9 788 91 9392 20 204 073 68 12 188 53 1 44 23073740 22 670 829 83 24 635 009 73 25 626 181 36 25 B66 775 98 25 88 640 8 26 65 2065 26 693 890 57 5c Advanced Data Grid Properties 5 14 2 Data Groups 1 6 Data Groups analysis property provides another way to organize and interpret data by breaking into two more groups organized by percentage of total values By default Data Groups will divide data into 4 groups each with 25 of total value Tapping greater than sign will bring up Data MiV 11 gt lt Groups submenu as see below Cost Reseller Sales Reseller Cost Nearby Bike Mall Reseller Vs Reseller Sales Reselic Outdoor 3 313 012 18 1 077 090 62 Distributors ld Be Permanent eects 355 613 08 Finish Products Price Cutter Calculation Columns Discount Bikes NE Toggl i ng Data Groups to on abling Gata groups will change the behaviour of other grid features such as sorting roducer Good Data Groups Producer Goods 1 050 638 77 p Clearinghouse causes frame to update Racks and Secure Hi
43. 22 987 Bo Fl 3313 012 18 4 047 574 04 2 310 258 53 ENFER TERT 12356 157 46 PESTE 6 Reseller Cost Reseller Cost 90 154 83 277 555 51 43 801 13 2 19 285 95 Calculation Columns 678 920 07 Data Groups STYLE S315 127 67 Header Font GillSans 1 940 032 03 Size 14 Cell Font GillSans 2 24 235 56 Size E 1 707 708 19 Column V idth 676 673 66 ALIGNMENT Set Text Alignment 617313195 FORMATTING 077 090 62 1 355 613 08 881 447 44 O50 638 77 813 320 85 415 154 34 Open the Properties Menu by tapping 1 The Frame Options icon 2 The Settings icon Tapping greater than sign will bring up Calculation Columns sub menu as seen on the next page 57 5c Advanced Data Grid Properties 2 14 1 Calculated Measures 2 4 Calculation Columns property submenu opens up with 3 toggles for each Measure of Total Running Total and Cumulative of Total A column is added for each calculation as it s respective toggle is turned on eh Pt Calculation Columns submenu contain a set of three toggles for each measure in the frame eller hime Reseller Sales Reismier Coss Activity Center PABLO 50 154 83 gyel s Pije 46580524 127755551 Exporters Bike Prodi BON 43 501 13 and Accessories Laity j 6 053 347 82 2285 95 Manutacturing Fur misa Lill 2 DEL 5 BS 6TE 970 or General Cree k Na a pa mea bea 1315 117 67 Loro Plelp
44. 3 Search on Disc b The List 1 Using the List 2 Navigating the List 3 Search on List 4 Multi select on List c Dimension amp Measure Groups d Move and Categorize Reports 4 Frame Options Settings and Properties a Frame Options b Settings c Properties Menu d Frame Data Menu Visualizations a Definition amp Topology b Graphs and Charts c Data Grids d Advanced Data Grid Properties 1 Calculated Measures 2 Data Groups 3 Data Grid Row Summary Totals e Pivot Grids f Bar Graphs and Line Graphs 1 Bar Graphs 2 Line Graphs g Pie Charts h Funnel Charts i Scatterplots j Using Key Performance Indicators KPIs k Maps 6 New Report Development a Creating Custom Reports 1 Using and Setting Your Home Report b Saving and Categorizing New Reports 7 Using Filters Using Filters a b Filtering by Dimensions c Deleting Filters d Intelligent Editing of Filters in Frame Proper ties Window Frame Filter Drop Area f User Defined Filters 8 Dependent Action Capabilities a Sub Reports 9 Collaboration Tools a Snapshot 1 Add Notes 2 Draw Tool 3 Send To Printer 4 Attach To Email Using This Manual 2 2 Each major section as seen on the previous page has a hyperlink allowing the reader to quickly navigate to their desired section USER MANUAL SECTIONS REWIEW 1 Setting Up and Logging In a App Settings Losing and Logout Information Forgot Username Password b E d
45. 300 79 991 091 63 Manufacturing Touring Services E77 487 81 240 594 62 Tubeless Tire 51 687 49 14 864 82 Company Underglaze and Finish Company ESHER Wire Baskets and Parts PSTN Total 80 450 596 97 26 693 830 57 MAX 10 272 190 29 3 315 127 67 Add would insert another row at the bottom of the Data Grid Summary that displays the greatest value in eachafieasure column A A Change 14 86487 149 565 17 Maximum 62 624 07 g80 450 596 97 26 693 830 57 Change would replace current Total row with a Maximum row This would display the greatest value ine h measure column Tapping Change results in the Total being replaced by the row MAX ResellerVs Reseller Sales Regeller Cost Do Reseller Mame Reseller Sales Peseller Cost Strong Metal 1 662 547 32 597 089 72 2 459 170 66 964 259 9 2 699 300 79 991 091 63 Manufacturing Touring Services 677 487 81 240 594 62 Tubeless Tire 51 687 49 Company Underglaze and 2 534 778 Finish Company Wire Baskets and Parts 170 149 23 MAX 10 272 190 29 14 864 82 749 565 7 62 624 07 3 3915 127 67 5c Advanced Data Grid Properties 13 14 3 Data Grid Row Summary Totals 3 4 Once Data Grid Summaries have been added you may wish to delete or hide some of them This can be accomplished by tapping parts of the Summary Double tapping the name of the Summary Total Average MIN or MAX will
46. 4 5 Displaying Data Information 1 1 Back to Version 1 8 Highlights Page Like the other visual assets we reviewed earlier when tapping on a data point whether a pin circle or area an information window will appear displaying the data elements that are applied to the map KENTUCKY thane i yar wore Nanana futes Ai li iy lo Dare oore featured Prost MIA de lypi U Wb Shy MA IA Nanosa Pers Dare Usore Patas al Pur 41 By tapping on a data point an information window will display revealing information related to the data elements represented within that data point Tapping the information icon will display additional details related to the data element as well as options for drilling and sorting depending on the type of data represented on the frame 138 Go To Table of Contents Page 6 New Report Develop ment a Creating Custom Reports 1 Using and Setting Your Home Report b Saving and Categorizing New Reports 139 6 New Report Development 1 13 a Creating Custom Reports 1 8 You ve learned a lot about miVEDIX so far Let s put it all together and make a report from scratch Then we ll go over how to share that report with anyone else who wants to view it Tap the Reports button to display all reports available to you 8 42 PM 74 MD Reports A eee MIVEDIi Reseller Order Quantity i Internet Order Quantit sales Anal
47. 5 of Total 25 Remainder Use the grab bars to change the order in which the groups are displayed Tap Done to apply your changes Add Group PPiy Y E E Reseller Vs Reseller Sales Reselle X EEX l Per Group Subtotals toggled Data Groups to Off ae 25 of Total Second 25 of Total 25 Third 25 of Total 25 Four 25 of Total 25 Remainder Toggle On or Off to add or remove total row after each Data Group Add Group Per Group Subtotals BD Per Group Subtotals toggled to On E Reseller Vs Reseller Sales Reselle x Wh Da 1010 Data Groups First 25 of Total 25 Second 25 of Tot l Four 25 of Total 25 Remainder First 25 of Total Reseller Name Reseller Sales Reseller Cost SeneralCycle 19 977 190 29 3315 127 67 Storehouse matus Bike 878 622 05 2 124 235 56 Tours City 6 053 34 82 2 119 285 95 Manufacturing First 25 of Total Reseller Name Reseller Sales Reseller Cost General Cycle 19972 190 29 3 315 127 67 Storehouse Hiatus Bike 6 878 622 05 2 124 235 56 Tours City M z 6 053 347 82 2 119 285 95 anufacturing Total 23 204 160 16 7 558 649 18 63 5c Advanced Data Grid Properties 8 14 2 Data Groups 4 6 Reseller Vs Reseller Sales Reselle X NOW joro Data Groups Tap Add Group to open ResellerVs Reseller Sales Reselle x 25 al group will be created Second 25 of Total automatically 2
48. 5 E Third 25 of Total Display Grou E play p Label Untitled Group Four 25 of Total Tap the Label to replace 25 Remainder default Untitled Group Add Group with a label of you choosing Y 0 y Per Group Subtotals 5 of Total 25 Total Group E Reseller Vs Reseller Sales Reselle X 1D 1010 Label New Group Tap back arrow to return to Data Groups submenu Display Group B of Total __ Move of Total slider to configure as desired Tap Delete Group to remove newly created group and return to Data Groups submenu 64 5c Advanced Data Grid Properties 9 14 2 Data Groups 5 6 Let s examine how our chart changes when adding a group Report on the left has its default settings A new group New Group has been added to the report on the right Miv amp nix Newly added groups are slipped into the 2nd to last group position Groups can be reordered through Data Groups Edit submenu Second 25 of Toral Reseler Sales W adi 4823 6 050 eoller Ys Reseller Sales Repollo md A Third 25 of Toral Data Groups Group Type Aester Cosi Order First 25 of Total 25 Second 15 of Total 25 311313012 18 1 077 090 62 1 050 638 77 Third 25 of Total strong Metal 2899 00 79 291 05 Marulvecur ina 2 599 300 191 091 63 Four 25 of Toral 25 Remainder Sleek Bikes 2459 170 64 Ach Grop
49. 6 Y 113 574 09 ROPICAL 388 646 25 1 075 454 62 Sales Measures Purchase Quantity Sales Amount 9 91 2336 62 495 81 22 307 143 14 912 990 783 657 01 13 871 801 31 259 234 27 338 863 636 86 15 170 16 112 802 20 044 990 100 33 12 649 077 457 36 986 463 33 12 900 531 21 051 153 6 726 272 14 542 07 1 469 328 374 945 81 5 111 882 Template 0 101 JJ tl D STYLE GillSans 14 Header Font Size Cell Font Size GillSans 4 Show Measure Group is Toggled to On Cell Size resulting in a row called Measure Group being added to the Pivot Grid FORMATTING Colored Cells Show Totais Positioning Show Measure Group AUTO UPDATES Confidential Finance M Sales E Purchase Storage Cost Quantity Purchase Amount is part of Confidential Amount 482 174 83 318 782 891 876 66 Finance Measures Measure Group 562 587 22 499 83 7 551 192 41 29 111 526 9 3 23 354 279 7 4 23 344 174 8 Measure Group cell above Storage Cost is 30 384 738 0 2 blank because Storage Cost is not part of 283 982 21 509 09 549 585 39 182 85 922 741 95 190 39 730 839 145 477 35 125 57 32 0 any Measure Group 605 1 213 61 152 409 26 085 86 138 832 87 377 22 Sales Amount Purchase Quantity and 26 485 7 100 74 63 585 14 Sales Quantity are all in Sales Measures
50. 7 44 050 638 77 823321186 415 15434 FEBS Pe 964 2599 41 091 563 140 594 62 14 864 82 Lua Chari a wn Times Clute 228201588 678 920 07 Reseller Sales O a ETA Laa i ore E i vv 2 Manufacturing a Mourtian Ta Acc ry 77511 676 671 66 387 8717 2 59 FM Mi V Di Retellar Corr 279 482 95 20 154 83 465805141 277 555 51 EP O27 17 43 901 13 Reseller Reseller Pare 6 053 347 82 20 9285 95 0171190 RPS Ere 10 272 190 29 dalal de Reseller Cost and y E ds E 4 952 085 98 940 072 03 6 ETR6ILOS 2 24 235 56 557 642 8 1 707 708 19 Store Moarby Bike 1 Ma AS Qundaci Cieriburcra 1 077 090 62 1 355 613 08 23105851 Ba 447 44 J ZIF 654 62 1 050 638 77 235605746 EFE 3 4 LIIL ENE 5 668 147 5 ARLES TTO et LBROTSLAR BAM GOH AF 165154737 257 089 71 2459 170 66 964 7599 Lev POO 77 F008 63 br ABTA 240 574 62 Tubeless ire shade 51 687 47 14 864 87 Company Lindorglare and ES Reseller Reseller Mame Reseller Sales Reseller Cost Reseler Sales From the chart or the DISC your choice drag Reseller Sales and drop it onto the Frame menu miVEDIX is smart enough to put this measure under Filters automatically 154 7 Using Filters 2 16 a Using Filters 2 2 Drag Reseller Cost measure from Data Grid to frame data menu Select Greater than or equal to for Reseller Cost and enter 2000000
51. 8577 2 880 751 6 884 208 67 PET Cay cee 13 597 089 72 Dy pa 2 459 170 6 Sd 35005 64 255 9 LEFF E007 gay og 63 86 Sd Using Pivot Grids 16 17 a gt A ALO AY Let s add Date hierarchy to the pivot grid Ay Y 794825 70 154 853 46580524 277 5555 AR 702727 43 801 13 p lt m kity 60533478 2 119 585 7 Pai Manuface 7 5 z Fu Times 22821155 pop 007 a General 10 272 190 3315 1027 6 a Cy 4 7 j y A 20 5 Y i 43520859 1 440 030 E Bir Tap the Data View icon and EAT LUM 235 5 A iS navigate to the DISC 5 6 gt O 5 579 0428 1 707 708 1 le 2206 7145 2 4 el 1 87 077 676 479 66 17 31335 JILI LOFT O06 8 2 A Tap Hierarchy icon to access the ent 40475740 ETE a gt levels by which dimensions are mo 2001585 5 4 i 181 447 44 3 227 6546 1 050 6387 organ ized E 23561574 l mag 823 370 56 0 1 154 791 2 MASA 15 154 34 284 857 7 B gt 1880 7526 Drill down to Date hierarchy 84 808 47 a 294 806 4 5660 149 5 106625473 557 09979 and drag to the frame E 1459 17065 z 2 a FELE TOA LIT LAFI a 371 001 653 Pivot grid instantly updates upon dropping the Date hierarchy on it ETORT 43801 13 r 2310583 So 1 984 857 7 E a Pivot grid now contains another iiini aps E column Year in the top level _ Genera T 10272190 3315 127
52. 93 26 693 830 58 A Scatterplot graph with two measures will plot elements of the hierarchy as individual dots against the two measures on the X Axis and Y Axis Tapping the Scatterplot icon results in the chart changing to a Scatterplot graph A tight correlation can be seen with the dots forming a nearly straight line This example has Central Sales Territory region Reseller Freight X Axis Scatterplots allow the user to see if there is a tight correlation between hierarchal elements and two three or four disparate separate measures Let s start by creating a chart with Sales Ter ritory Region hierarchy and two measures Reseller Freight and Reseller Cost Changing to a Scatterplot graph is similar to changing to any other graph 11 18 AM Mi VE Di 111 Sh Scatterplot Graphs 2 5 iPad Template 5 i 1010 itl Dw 0101 l Canada Sales Territory Region Reseller Freight Reseller Cost Gross Profit Res FILTER Template 5 EEA MAPA TaT Sales Territory Region Reseller Freight Reseller Cost Gross Profit Res Total Cost 11 33 AM 67 E mm a bod Let s add a third measure Gross Profit Res and activate the Size Axis Reseller Freight 45405145 x Reseller Cosc 59041833 Gross Profit Res 67 49 This example has Canada Sales Territory region Reseller
53. 973 375 16 4 593 13 778 22 963 32 147 interested only in Reseller Order An gt Quantity for the store named Sleek Bikes _ td oioi eal ae p MA APA Sleek Bikes Reseller Reseller Name Reseller Order Quantity L T L Q ResellerName Sleek Bikes has been dragged to the slepih filter section Search function was used to locate Sleek Bikes f lt ess a N nternet Order Quantity F Total Sales tn cheaunands in cheeunands 90 82M 128 946 252 054 375 16 4 993 PIRE 21 963 31 147 Reseller Mame may Activity Center 2794895 pmm Bieyele 4 658 052 41 1 277 555 51 Exporters Notice how the values has changed for Bike Products andAccessories 7027 27 43 801 13 Reseller Order Quantity Upon applying Fas 6 053 347 82 2 119 28595 the filter KPI frame only displays order Savin AV lamar Manufacturing P P wen quantity for Sleek Bikes Fun Times Chub 2 282 015 88 678 920 07 General Cycle 10 272 150 29 3 315 127 67 Storehouse Helpful sales and 4957 08 98 1 940 032 03 Repair Service irder Quantity it Date Vs Internet Sales ina hh KPI frames are used to create a quick snapshot of a key metric They are most effective when kept simple Reseller Ore _ TZW 7 A AA BIR i AK 2 5014 48 E 5 TE ESO A 15 kK ihi ak s0 K ACU Hae Ciotting Wg 2005 200 123 Go To Visualization Section Overview 5 Using Map
54. ARAGUA PANAMA VENEZ e Y Template Pins represent locations of Resellers Remember You can no longer change the chart type after populating the frame with a map 126 5j Using Maps 3 14 1 Creating Maps 3 3 Let s add some data to our map From Reseller Attributes we have added Reseller Name and from Measures add Reseller Sales Notice that our map now populated with data We see a circle with a number That is a Pin Cluster which we will explain on the next page We have added an attribute and a measure to our map Our map is now populated with data gt FRAME VIEW Reseller Reseller Name Reseller Sales FILTER GLOBAL Ho o 10 New York Los Angeles North Atlantic Q n cea Mexico City O You can explore your map by swiping pressing down and so S dragging your finger to look at A ME ga Paz oF silia Rio de Janeiro al south Oe other areas or zooming in or out uth Pacific Pa Ocean Asuncion Legal on the viewable area Attributes Template 5 o Product v 127 5j Using Maps 4 14 2 Map Property Window 1 1 Property Window Overview Like all visual assets available within miVEDIX the maps property window have their own unique options for customizing the way geo data is visualized and analyzed Reseller Map amp Area Display Options for ad 1010 changing the map type and enabling mum geo
55. EN Hius Bike 6876 6720 2 124 EE Measures Positioning Menu Tours 5 op j AA 1707 7081 Y 2206 725 2 i CIB ETLAT 113 802 17 AE TE S5 168 17 49 695 94 1 3 12 82 825 37 4 047 574 0 Tap the word Measures to access Finish Pro 4 Price Cutter 2 310 158 5 101 185 41 891 447 44 57 75648 Measures Positioning Menu which can _Prod T Er 1 050 638 7 be seen on the next page 7 2 356 574 seg 4 993 320 86 58 903 98 0 694 1 154 791 2 i 415 15434 288694 1984 857 7 a 141 703 75 3 668 149 5 2 880 756 B 1 662 547 3 El 2 459 170 6 6 2699 300 7 9 BA4 808 67 7AO0IBES S97 08972 41 56371 64 2599 61 4793 991 091 63 56XABLS5f Sd Using Pivot Grids 7 17 Measures Menu is similar to Dimensions Menu Order of the measures can be changed by dragging and dropping them in the menu They have been numbered to show how swapping their order in the Positioning Menu changes their order in the pivot grid ResellerVs Reseller Sales Reseller Cost Do Reseller Name Reseller Sales Reseller Cost Reseller Freigt Reseller Vs Reseller Sales Reselle X Measures 279 482 95 90 154 23 6 987 08 4 658 052 4 1 277 555 51 116 451 36 87 027 27 43 801 13 2 175 68 Reseller Sales 6 053 347 82 2 119 285 95 151 333 81 Reseller Cost 2 2 282 115 88 678 920 07 57 052 94 Reseller Freight 3 10 272 190 29 3 315 127 67 256 804 84 4 952 085 98 1 940 032 03 123 802 17
56. ERs 22 963 32 14 Reseller Vs Reseller Sales Reseller Cost i Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Reseller Sales 279 482 95 4 656 052 4 8 02 27 6 053 347 82 2 282 115 88 10 272 190 29 4 952 085 98 Date Vs Internet Sales Reseller Cost 90 154 83 277 955 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 940 032 03 17 2b Reports and Frames 2 3 Standard miVEDiX Report Reseller Order Quantity in thousands Internet Order Quantity in thousands O Total Sales tt Sa D 082M 53 595 160 784 267 973 375 162 4 593 13 778 Reseller Toronto O Chic ago ITED STATES im Clothing Components A sample dashboard Note the various frames and KPls 22 963 Reseller Mame Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service 2M 1 50 M 500 K 32 147 Reseller Sales 279 482 95 4 658 052 41 87 027 27 6 053 347 82 2 282 115 88 10 272 190 29 4 952 085 98 DateVs Internet Sales e a ai DY ResellerVs Reseller Sales Reseller Cost Reseller Cost 90 154 83 AA 43 801 13 2 119 285 95 678 920 07 3 315 127 67 1 940 032 03
57. Everything still works the same 141 6 New Report Development 3 13 a Creating Custom Reports 3 8 Mi VEDI A ERETT Tap the Data View icon and navigate to emplate Y the List Measures Internet Sales Reseller Sales Anytime you wish to return to the top Template 9 r level of Measures Hierarchy or Attributes tap its icon twice Start dragging and dropping attributes and measures from the List to wherever you d like them to appear on the report Internet Sales Internet Order Quantity Internet Sales nternet Cost We have dragged Internet Order nternet Freight Quantity measure to this KPI frame Gross Profit Int Gross Profit Int Total Sales Total Cost Gross Profit Total IN e 142 6 New Report Development 4 13 a Creating Custom Reports 4 8 Temolace 4 PA Tern plate 9 Internet Sales Internet Order Quantity Internet Sales Interner Cost Internet Freight Gross Profit Int Gross Profit Int Tocal Sales Total Cost Gross Profit Total A s A Y Tapping the Thermometer icon has changed visual asset leveraged for middle KPI Tapping the Bullet icon has changed visual asset leveraged for right most KPI uem MA We have dragged Internet Sales to the middle KPI frame and Internet Freight to the rightmost KPI Frame All three KPI regions now have data they are all in value f
58. MYI gt lt User Manual Version 1 8 for OS Version miVEDiX User Manual 1 8 for iOS Revision Date 18th June 2015 Copyright 2015 by iVEDix Inc All rights reserved This manual may be shared electronically but no part of it shall be altered Altering the manual to change branding style or technical content is strictly forbidden For more information on acceptable uses of this manual please contact VEDIX at www ivedix com company contact php Using This Manual 1 2 Hi and welcome to the miVEDiX Manual It s a straight forward easy to follow publication that will teach you every thing you need to know about how to use miVEDIX as a business user This document is divided into the following sections Each major category has been hyperlinked to provide quick navi gation to the desired section as well as back to this page or the site map on page 5 Preface Version 1 8 Highlights Snapshot 1 Setting Up and Logging In a App Settings b Login and Logout Information c Forgot Username Password d Language Setup e Using Themes 2 Understanding the Interface a Terminology b Reports and Frames c Report Navigation Window 1 Report Categories 2 Create New Report 3 Create New Group d Interacting with miVEDIX 1 Accessing the Disc and List 2 Frame to Frame Data Interaction 3 The Data View Accessing amp Organizing Your Data a The Disc 1 Using the Disc 2 Navigating the Disc
59. Ocean nos Aires Product Vs Reseller Order Quantity i 72 64 K S56 A 48 K 40 K 32 K ak MM Accessories Bikes zlothing Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing I Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing Mountain Toy Store Alas ri Rila Reseller Sales 279 482 95 4 658 052 41 87 027 27 6 053 347 82 2 282 1 15 88 10 272 190 29 4 952 085 98 6 878 622 05 5 579 642 81 2 206 725 22 Date Vs Internet Sales _ 3 50 M 3M 2 50 M 2M 1 50 M 1M Reseller Cost 90 154 83 1 277 555 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 1 940 032 03 2 124 235 56 1 707 708 19 676 673 66 If your report is unsaved you will see a check mark instead of menu bars in the upper left corner of your report Changes will either need to be discarded or saved before being able to see the menu bars Directions on how to save your report can be found in the section titled Using and Setting Your 167 7 Using Filters 15 16 f User Defined Filters 2 3 Upon opening Reports menu press the wrench Tap the icon to add a new Global Filter icon to open User Defined Filters panel Multiple User Defined Filters can be saved to your profile 51 m Reports E i Sales Analysis lobal Filters x Or
60. Pad Full Screen expands current frame to full screen Use this to focus attention on to one particular frame It s useful in situations such as a presentation or demonstration You can also tap on a frame twice to make it full screen Reset Frame restores the frame to its original data parameters removing any filters or changes made to the original frame Note that this does not reset the frame to the original visualization or changed properties 37 4b Frame Settings Settings menu provides access to three submenus Chart Type Frame Data and Properties It can be moved around the screen by holding the top border of the window and dragging it to a destina tion Chart Type allows for selection of data format for a frame You can choose from any of the highlighted frame types such as grids charts maps and graphs Which frame types are activated depends upon frame size chosen along with data elements within the Frame Data menu Frame Data is used to change characteristics of the frame itself It allows you to add or remove hierar chies dimensions measures and filters Properties is used to change presentation of the frame You can change fonts add colors add traffic lights and add other indicators to improve overall viewing experience Properties menu is different for eve ry visualization For a more detailed description of filters and how they work see Using Filters on page 128 3 Chart Type Menu Key
61. Performance Indicator KPI frames have a different selection of Chart Types which will be covered on page 4 109 re 5 1 Chart Type submenu icon is highlighted 2 Data Grid icon 3 Close Menu 6 4 Bar Graph icon 5 Line Grid icon 6 Scatter Plot icon 7 Map icon 8 8 Pivot Grid icon 9 Funnel Chart icon 9 10 Pie Chart icon 10 4c Frame Properties Menu Access the Properties submenu through Settings It contains a variety of options about how the data in a frame is to be displayed Types of data and frame s chart type will determine which properties can be modified We will explore those properties in depth when we look at each chart type Properties submenu icon is highlighted Reseller Vs Reseller Sales Reselle Title of the frame is automatically generated from attributes and measures within the frame ID 0101 E ANALYSIS Calculation Columns Analysis allows you to structure how your data is displayed Style includes options to change how data looks within the frame Set Text Alignment provides Left Justified Centered and Right Justified options for each column Data Groups STYLE Header Font GillSans Size 14 Cell Font GillSans Size 4 Column Width ALIGNMENT Formatting provides tools to improve functionality of the data by setting thresholds trend lines etc Set Text Alignment FORMATTING Sometimes the list of property option extends beyond the bottom of t
62. Roadway Bicycle 7 RAN 757 68 Supply FER Per Group Subtotals 0 Tatal 14 241 843 34 6 2435 445 1 Four 25 of Tocal Reseller Harn Price Curctor 2 3 10 2 Sa 33 Discount Bikes LAS COUN al Racks and 2 056 15746 Security Spates Gra Underglaze and a E l Mew Graup i 2534738 Finish Company Reseller ales herser Cos 2356 15746 211 310 86 ya 1514 78 749 5557 7 201 153 99 2 454 304 Order First 25 E oF New Data Grid contains the group called New Four 25 of Ta Group which has been configured to display 10 Reseller Mame Reseller Sales Reseller Cos New Group of Reseller Cost ew Group Fun Times Clb A284 1588 be S2007 10 Houni Toy E SY RGR 676 673 56 Store Kearny Bike on7 27771 ds Add Group Mall E A i F pisa Per Group Subtotals 0 Safe Toys EGE SALA 557 089 72 Rotread Tire Com f 1 154 791 27 415 154 34 miVEDiX automatically adjusted last group from 25 to 15 to accommodate the newly added group and keep total of all groups to 100 27948195 40 154 83 Ye Baskets 13 ONTE Basher 70 4923 ALEJADO ang Farta 43 801 14 Tatal 10 08 189 66 3 432 920 9 65 5c Advanced Data Grid Properties 10 14 2 Data Groups 6 6 Reseller Vs Reseller Sales Reselle XK Tap Add Group to create Dd a additional Data Groups Data Groups First 25 of Total OET Second 25 of Total 25 Third 25 of T tal Tap Total Group to e
63. aa Cell Font GillSans oe Bode Size 14 l i sh Prod Dimensions ER 800 Cell Size Re er ac Tir 264 11 FORMATTING Colored Cells Safe To 562 86 Measures 402 69 Show Totals aire Met l 515 16 Positioning 285 27 Show Measure Group y x ae 5 47 7 AUTO UPDATES 3 457 08 4 122 62 3 225 1 370 52 1 170 1 515 TT SUDDT 1 365 48 58 Let s start by looking at the Dimensions Positioning Menu Tapping the arrow will open a menu covered on the next page Measures portion of the Positioning Menu can be accessed in the same manner Instead of tapping the arrow next to Dimensions tap the arrow next to Measures 74 5d Using Pivot Grids 4 17 Snapshot on the left is the Dimension Positioning menu that was opened from the Positioning menu on the previous page We will now proceed to make some changes and review resulting pivot grid E Reseller Ys Reseller Sales Reselle x ID 0101 Rows Reseller ResellerName Product ModelName Columns 3 457 08 HET B0071 107 88 10 639 61 RAEE 1 486 34 A E 1789 16 4 536 51 246 738 55 20 595 44 5 444 95 2460 33 1 5384 830 7 73 036 71 4132 16 1 359 27 6 247 19 96 TELA 6008 4 1 456 36 Individual dimensions can be moved from Rows to Columns or vice versa via the grab bars Here we have moved the Dimension Reseller ResellerName from Rows to Columns resulting in an instant up
64. able of Contents Page Version 1 8 Highlights Description User Guide Section Ability to set exact thresholds for KPIs Ability to add an additional meas Section 5 i 3 KPI Thresholds and Data 1 ure to existing KPI to allow for a data comparison between two measures Comparison r Map Pin Collation ability to define aggressiveness of pin aggregation as Section 5 j 3 Data Visualization Options it appears on the map Map Pins and Collation Clustering o Section 5 j 3 Data Visualization Options 3 Geographic map area definitions embed shape files for region outlines Map Area amp Display o Section 5 j 3 Data Visualization Options 4 Defining visual representation of measures using circles Point Displa 5 New map expanded information window 5 1 5 Displaying Map Data Information E Intelligent Scrollable Attribute List Autocomplete Attribute Values for 7 d Intelligent Editing of Filters in Frame Filters in Property Window Properties Window 7 Disc List View multi select and select all with interaction 3 b The Data View Multi Select On List 8 Sub report activation through defined actions 8 a Dependent Action Sub Reports 5 User ability to change password from within application that must ad 1 c Setting Up and Logging In Forgot and here to length amp complexity for password security rules Reset Username Password Report Management Save As For New Reports Categorize Share E 10 6 b Saving and Categorizing Re
65. ae Amount E AA E 48L174 83 318 78 7891 876 656 56249581 22 307 143 563 587 E e A EE 23 001 S269 3 23 354 279 7 4 23 844 174 8 E 1 075 454 62 14912990 183 982 21 509 09 783 657 01 13 871 801 19 585 39 182 85 DITO E LN o 922 741 95 190 39 1 454 773 5 27 338 863 730 639 145 477 35 30 384 738 0 636 86 0 125 57 32 0 15 170 16 D 605 1 213 61 0 652 146 39 152409 26 085 86 138 831 87 9 430 44 0 0 377 22 0 58 759 29 20 044 26 485 7 100 74 63 585 14 990 100 33 12 649 077 530685 69 307 02 7 471 735 06 457 34 0 2 486 41 16 0 900 157 386 463 33 12900531 592 680 69 052 43 de ayes K 28492 2033 14g3 590 16 21 051 153 613 389 86 015 41 3 EE 113 574 07 6726 02 21 802 454196 4 14 542 07 1 469 328 2 930 PERA 4 876 104 83 374 945 81 5 111 882 197 480 29 995 67 46097 7516 Template Product Category Sales Amount Purchase Quantity Sales Quantity Purchase Amount Choosing Pivot Grid icon in the Chart Type Menu results in the display of this Pivot Grid 84 Sd Using Pivot Grids 14 17 Let s look at what happens if we toggle Show Measure Group to On Since we already have a pivot grid in our frame all we need to do is open Properties Menu and toggle Show Measures Group to On miVEDIX instantly adds a row to the pivot grid called Measure Group Y Template Measure Group Category Teme 2379 759 85 SING 454 773 5 1 433 590 1
66. ale Toya 1661 547 11 597 009 71 f Running Total Slewk Bikes 2 459 170 66 4 259 9 Curalative of Total of Total Cost is calculated for each Reseller by Se Ty A e a Manubvecuriog A gt IA of Toral dividing it s Reseller Cost by Total Reseller Cost Touring Serwces 67748781 24059462 Running Total luibelest Tere of Total Reseller Cost Total of Reseller Costs Company SETA Maced Cumulative of Tota Linderglize ami ny pl 154 738 Firstsls kampany So for Nearby Bike Mall of Total 627 313 95 Ea TN and Party 26 693 830 57 or 2 35 Total 80 450 598 97 26 693 PO 14923 5c Advanced Data Grid Properties 3 14 1 Calculated Measures 3 4 Toggling Running Total to On causes another column to appear to the right of Reseller Cost The Running Total column keeps a tally of all reseller costs in the chart adding each subsequent reseller cost to the sum of prior reseller costs Running Total Prior Running Total current reseller s Reseller Cost Reseller Vs Reseller Sales Reselle Xx PES lt Reseller Sales of Total ud BR Running Total Cumulative of Total of Total Toggling Running Total to On results in Running Running Total Total column being added to the right side of the Cumulative of Total cha rt Running Total of reseller costs on Fun Times Club
67. andart Standard Satellite Hybrid de 5 9 MA p a ran J Ah Akinedert ERMONT p Park anw E A a NEW HAMPSHIRE Ah n W YORE t O CONNECTICUT F Bled yapu PENNSYLVANIA b i aa m 129 Back to Version 1 8 Highlights Page 5j Using Maps 6 14 3 Data Visualization Options 2 6 Map amp Area Display 2 2 amp Geographic Areas Geographic Areas are area and region shapes that can be enabled in order to outline and then highlight individual regions Select the Map amp Area Display Then you are presented with an option for enabling Geographic Areas Reseller X io 8 Map amp Area Display Point Display gt Hybrid P ae p UGANDA Hv Pregnant Women Receiving x Show Geographic Areas When awailahle in nap dara Update Dynamic Titles amp Conditional Area Color A Hide Items With No Measure Data D Kempele sing Arst availab neasure pai BURUND TANZANIA HIV Pregnant Women Receiving i IF your dataset includes shape files and the required data to essentially draw the ISE o HIV Pregnant Women Receiving outlines of areas on a map when toggled on this data will display the shapes from PMTCT Positivity Infants 10 23 the data i e cities states regions Show Geographic Areas When availadte in map Gata Conditional Area Color King first awailable measure Similar to Circles measures can be represent
68. art of the Sales Measure collection This is a large Measure collection and most of is hidden from sales 13N view es Sales Messurt Measures wv mide Measure G 4509 y Sal es antity Qu Measures Purchase Quantity is part of the Purchase Measure collection cj no Purchase QU Sd Using Pivot Grids 13 17 Now that we understand a little more about Measure Groups we can look at what Show Measure Group feature can do Start with an empty frame and drag some measures and dimensions to the Data Frame Menu Here we have added Product Category dimension followed by measures from Sales Measures and Confidential Finance Measures Measure Groups as well as a measure that is not part of any Measure Group Category APPLES amp PEARS BANANAS BERRIES CITRUS COMIWEMIE NCE ITEMS COOKING WEGETAB Cora RESEARE SIFT PROGRAM GRAPES ITEM CREDIT MELONS POTATOES amp ONIONS PRODUCE KEY SALAD LEAF SALAD WEGETAB SEASONAL SPECIALTY SUMMER FRIT TROPICAL We have added an attribute Product Category Sales Amount Purchase Quantity and Sales Quantity are all in the Sales Measures Measure Group Storage Cost is not in any Measure Group Purchase Amount is part of the Confidential Finance Measures Measure Group Sales Purchase Sales Purchase Amount Quantity Quantity Seas
69. asilia l o de Ris de Janeiro le d Profitability Analysis gt South Atlantic Ocean x enos Aires Location Analysis Legal Seasonality Analysis Product Vs Reseller Order Quantity User Defined Reports Create Nen Repor In the same action once you start moving the report with your finger gesture the trash can will automatically appear allowing you to permanently delete a report 2 ivedix 000 35 4 Frame Options Settings and Properties Frame Options Frame Settings Frame Properties Menu Frame Data Menu a 0 7 J 4a Frame Options Each frame has a Frame Options icon which appears in the upper right hand corner Tapping this icon will display several options which can vary depending on how the frame is configured Tapping it again will remove the icons from view All frames have a Frame Options menu but depending on the frame it may contain different options A map frame for example has unique options that you won t see on other frames For more information on map frames please see page 117 Product Vs Reseller Order SA csv o CSV Export to CSV eee 80 K nv Reset Frame Settings Accessories Clothing Components Export to CSV opens the CSV Export Options menu This menu provides options to open or share a CSV file containing the data surfaced within a frame Contents of the CSV Export Options menu may vary depending upon other software installed on your i
70. asure in green aa in green Show Legends 0 Choose Theme Reseller Reseller Name Switch now column rie l Change Graph Type E Date Year horizontal Reseller Order Quantity A bar graph with 2 dimensions has a SE j n S rd Switch row column toggle These two l Bicycle Expor images show the effect of the toggle he Bike Products City Manufact Bar graphs can have from 1 to 3 dimensions Each Switch row column dimension becomes an axis Number of measures Change Graph Type is limited by number of dimensions Co e A bar graph with a single axis or 1 dimension has ll no limit on the number of measures A bar graph with a double axis or 2 dimensions can have up to 2 measures s A bar graph with a triple axis or 3 dimensions can j _is EOSS have 1 measure 5e Bar Graphs 5 12 4 08 PM MVE mi gt Now the frame contains three dimensions in blue and one measure in green Template 5 EA Template 5 X Show Legends EEA o ME FRAME VIEW Choose Theme Tar 1 Reseller Reseller Name Switch row column amp Change Graph Type Date Year Product Product Subcategory Reseller Order Quantity FILTER A bar graph with 2 dimensions has a Switch row column toggle These two images show the effect of the toggle Switch row column toggle on a triple axis graph only modifies two axis We can see here
71. ation Adding an annotate bubble automatically opens the keyboard QqguwherGitvivaiust foge AESHOEFEcHH EV kita elzfixfocfvfje nin i f m e 0 723 176 9 Collaboration 3 4 Chances are that you will want to move the annotate bubble someplace other than the upper left corner in ERS e A 12 962 18 146 64 209 194 437 324 044 SB ZHUX MIO AVABRN M Drag highlight circle to flag the area you wish to annotate Moving annotate bubble is as simple as grabbing the text box and dragging Use the side to side arrow to change the width of your text box Tap close window icon X to remove annotate bubble Type your text or comment here 177 9 Collaboration 4 4 Great You have captured a screenshot used the Draw tool and added an Annotation Bubble Now you want to share that screenshot with someone One of the easiest ways to do that is via the email tool Snapshot Tapping the email icon will bring up an email message with screenshot attached t Snapshot Write a comment here Type your text or comment here And that s it Now you know how to navigate miVEDIX create reports and share them with anyone 178 Thank you for taking the time to read this manual Refer to it often as it contains a lot of information about the best ways to use miVEDIX For more information on miVEDIX go to www ivedix com mobile 179
72. ayed Switching between Two Colors and Three Colors adds and removes Mid Number from the submenu Blend Colors is on by default and creates a gradation between dot colors When toggled off the dot colors change abruptly from one number range to the next Selecting a colored circle will bring up a Color Picker submenu Any color maybe chosen to represent Low Mid and High numbers on a Scatterplot graph You can change the limits for each number range Low Mid and High by swiping through the choices for each limit E Sales Territd TINY Two Colgrs Three Colors Blend Colors D atterplot gt X Number Low gt High Low lt gt High Percentile 114 Sh Scatterplot Graphs 5 5 Template Final Scatterplot specific style option is Change Axis tl DW bl Positions Tapping the greater than sign will bring up Change Axis Position submenu as seen below STYLE aw Legends Show Quadra Color Properties Change Axis Positions AUTO UPDATES Auto Refresh TITLES Update Dynamic Titles Sales Territory Scatterplot X OS i X Axis Axis Titles Reseller Freight By touching and holding the grab bars EZ the Y Axis user can drag measures from one axis to another Reseller Cost and change how data is displayed on the Scatterplot graph Bubble Size Gross Profit Res Color Total Cost 115 Go To Visualization Section Overview 51 Using Key Performance Indicator
73. ce logged in we get to see how customized themes work Notice that though we are looking at the same data set charts maps features etc that the background color and logo are different They are customized to ACME s branding 12 37 PM Reseller Order Quantity i in thousands 54 134 214 295 375 15 Reseller Grae as ai NITED O New York i G A Washington E VENEZUELA CEDLOMBIA IGUYANA Legal ProductVs Reseller Order Quantity TaK 64 K IRK 48 K 40K a2 K x ix Accessories Bikes Clothing in thousands 38 Y ResellerVs Reseller Sales Reseller Cost HH DateVs Internet Sales Components SF 60 83 Reseller Mame A Bike Store A Great Bicycle Company A Typical Bike Shop Acceptable Sales amp Service Accessories Network Acclaimed Bicycle Comp Ace Bicycle Supply Action Bicycle Specialists Active Cycling Active Life Toys oe j aM aM BM aM 4 M rA 2005 Internet Order Quantity i Total Sales 109 0 0 Reseller Sales 9 055 29 83 457 11 258 38 2 165 79 7 300 83 3 749 13 321 752 84 1 805 45 200 013 37 2006 85 177 08 Reseller Cost 51 176 45 6 479 28 48 098 77 1 239 44 2 406 69 7 556 61 2 984 21 69 934 67 633 25 79 076 42 2007 o 2008 14 Go To Table of Contents Page 2 Understanding the I
74. checkmark indicating this Fitness Discount Store data element has been selected Fitness Hotel Fitness Sport Boutique Fitness Supplies Fitness Toy Store Fitness Toys EL 83 Reseller Name Fitness Bike Accessori FitnesdCycling A summary counter is provided to display the total number of data elements selected by the Department Stores multi select ability Notice 5 elements have been selected Fitness Discount Store Fitness Hotel Fitness Sport Boutique Using the long press hold for two second gesture Fitness Supplies you can activate all of the items selected by pressing down on the summary counter allowing Fitness loy Store you to then drag the selected data and use as a filter by dropping onto a frame or property filter Fitness Toys E 83 window 33 3 The Data View Accessing amp Organizing Your Data c Dimension amp Measure Groups 1 1 miVEDIX offers another way to work with and organize your data as YOU want it A Dimension or Measure Group is an optional configuration done in the Configurator Master Database or CMD A typical implementation of miVEDIX will organize your individual dimension and measure values by their respective tables in their underlying data source For example you may have one fact table that contains sales revenue data and another fact table that contains other related finance measures So through the CMD configuration you can essentially create a fold
75. ctVs Reseller Order Quant X ft Order Quantity are On by default uo eo Show Legends Choose Theme Tapping a new Choose Theme instantly changes your graph s colors Change Graph Type 1 horizontal MEA J From here we change the chart to a horizontal layout Adding a second measure introduced a second set of bars and more features Let s look at those features next 91 5e Bar Graphs 3 12 Bar Charts with more than one measure can be formatted with options such as cluster stacked and 100 stacked bar graphs Just tap desired Cluster is default Bar Graph format Clustered bar Template 5 charts compare values across dimensions Cia W Template 5 Show Legends Choose Theme TEN E Change Graph Type horizontal vertical AWC Logo Cap All Purpose Bi Bike Wash D Gable Loc Stacked column charts shows contribution of each 100 stacked bar graph compare the percentage measure to the whole that each measure contributes to the total Template gt Template 5 4 A awe Log All Purpo Bike Was Cable Lock Chain AWC Log All Purpo Bike Was Cable Lock Chain 5e Bar Graphs 4 12 Adding dimensions or measures will change Template 5 available visualization options So far we have au 2006 only looked at bar graphs with one dimension 2007 MN 2008 E Template 5 x Let s create a bar graph with two dimensions in blue and i one me
76. d one measure Reseller Order Quantity Expand Line Graph frame to full screen Then open Chart Type menu Locate Pie Chart icon and tap it uctVs Reseller Order Qi Accessories Bikes Clothing 103 Sf Pie Charts 2 4 Notice that the legend displays what each color coded slice represents Template 5 fi Accessories Bikes Si Clothing m an h Stn Product Category Clothing E Tapping a pie slice will reveal more Reseller Order Quantity d gt 644 97 information such as actual numbers along with the ability to drill up or down Changing chart types will allow you to look at the same data set in different formats You may find that the Legend changes when you change chart types to emphasize the data features which that chart type is best suited to demonstrate 104 Sf Pie Charts 3 4 A Pie Chart is a circular graphic which is divided into wedges to illustrate numerical proportion Although it is one of the simplest chart formats within miVEDIX it is one of the most popular and very useful to show relative values within a data set 236 PM MiIVEDI gt lt Template 5 A Properties Menu for a Pie Chart is very simple It ae only contains Auto Refresh Show Legends and ME Clothing i Update Dynamic Titles m Show Legends Update Dynamic Titles Show Legends toggle is set to on by default in the chart to the left resulting in
77. d together even if they are from different Measure collections Not every measure will belong to a Measure Group and some measures may belong to more than one Measure Group Let s take a look at an example it s on a different data set so Measures SOINSPALY so Ay y ES gS RN O d con B SUPPLY Yv Template 5 ID oor STYLE Header Font GillSans Size 4 Cell Font GillSans Size 14 Cell Size FORMATTING Colored Cells Show Totals Positioning Show Measure Group AUTO UPDATES Measure Groups occupy the same ring on the DISC as Measure Collections They appear as grey wedges while Measure collections appear as black wedges Sales Measures and Confidential Finance Measures are Measure Groups Not every miVEDIX implementation will have measure groups You will know if your implementation has Measure Groups by the appearance of grey wedges on the DISC 82 Sd Using Pivot Grids 12 17 Measure Measure G Let s explore Sales Measures Measure Group sates oY re Measures It contains Measures from more than one collection of Measures Sales Measures Measure Group contains three Sales Quantity and measures Sales Amount Purchase Quantity Tap the Sales Measures Measure Group to Measure OQ Measure G explore its contents a Measures 1504 Both Sales Amount and Sales Quantity are p
78. date to the pivot grid Reseller Vs ReSeller Sales Reselle Xx io lt Rows Reseller Freight Reseller Product ModelName Columns Reseller ResellerName Updated pivot grid now has Reseller Names as 1 columns headers and Product Names for the rows 5d Using Pivot Grids 5 17 Let s simplify our pivot grid to demonstrate Measure Positioning Drag Model Name from left most column to the trashcan in upper right hand corner of the frame Notice that the trash can icon enlarged upon dragging Model Name on top of it Rueselbor Reseller Cost Reseller Reseller Freight Sales Freight 07 246 738 55 96 7824 20 595 74 6 008 41 5444 95 1 456 36 Deleting Model Name results in 11 997 13 299 93 simplifying the data grid However we want Reseller Name attribute as a 8 431 84 4 211 21 column down the left hand side Aeselles Reseller Reseller Reseller Cost iesciler Sales Freight Freight Sales 4658 0514 1 277 555 5 179 487 9 279 482 95 i i 90 154 83 6 987 08 116 451 36 87 027 27 EME Activity Center Drag one of the Reseller Name elements from top row of the pivot grid and release it onto left side of the grid See next page Freight 211568 59 76 Sd Using Pivot Grids 6 17 Dragging and dropping an element of Reseller Name from top row to left hand side of pivot grid caused i
79. de the addition Notice that the measure Reseller Freight has been added to Frame Data menu Reseller Reseller Name Reseller Sales Reseller Cost Reseller Sales Reseller Cost Nasis i perons roiie Reseller Freight has also been added as a filter Tours Reseller Freight Herik Uk eens a P We will cover filters on page 128 Sali Manufacturing war tlhe o gt es Reseller Freight Mountain Toy 5 906 725 22 676 673 66 y Store Nearby Bike 99787271 627 313 95 Mall 4 37L Zi 3 Outdoor 3 313 012 18 1077 090 6562 Distributors Tapping Save will apply save the frame changes Permanent 047 5740 30 Finish Products 4 047 574 04 1 355 613 08 and close the menu We have not done so yet and Price Cutter 231075853 881 447 44 piian ae SA Reseller Freight has not yet been added to the frame gt lotal 5a Reseller Vs Reseller Sales Reselle o j 79 90 87 Reseller Reseller Name lt Reseller Ys Reseller Sales Reseller Cost Reseller Sales Reseller Cost Reseller Sales Reseller Cost e Ea Hiatus Bike 6 878 622 05 2 124 235 56 Tours To delete a measure hierarchy attribute or filter from a a O sarufactoring 557964281 1 707 708 19 frame swipe it to the left Reseller Freic MEN un TY 220672522 676 673 66 Nearby Bike f 27 E Mail 627 313 95 de Outdoor 077 090 62 Dro 3313 012 18 1 077 090 i Permanent F nish Products 4 047 574 04 1 355 613 08
80. der Quantit in thousands Cost Analysis 18 25 Product Analysis it Reselle Profitability Analysis Reseller Activity E Location Analysis Bicyc Export Seasonality Analysis Bike Proc and Acces City User Defined Reports MEU Eta Fun Times No Reports General d storeho Helpful Sal an ME Hiatus E Create New Report Tour Metre Manufact Mountai Store A a his Date V ar b Chothing 4 logout 168 7 Using Filters 16 16 f User Defined Filters 3 3 bn thousands 137 22 963 72 in thousands 53 595 160 784 267 973 375 16 4 593 78 147 Darle Reseler Ys Global Filters 17 4 658 052 41 1 277 555 51 ResellerName Bike Products aries Fun Times Club 87 027 37 1 Aco T gat _ AesallerName Helpfu piul Sales 7 Beno Service ara e turn Fun Times Club 2 282 115 939 578 920 07 General Cyele 10 272 190 29 313 5 127 67 Stenchouse sand 4957 085 98 THLE Tap the Filter icon on either the DISC or LIST This will allow you to access any filters saved to your account Test Filter is now available on the DISC The Filter icon only appears on the DISC or List if there are User Defined Filters to display If there are none that area is blank User Defined Filters work just like other filters Attributes or measures can be dragged onto the Name this batch of filters Test Filter These filters have been dragged d
81. dit 25 Reseller Vs Reseller Sales Reselle X settings for Totals portion 1D Display Group D Label Gran of Data Groups Add Group Per Group Subtotals Total Group Mountain Toy 206 725 22 676 673 66 Store Use Display Group toggle to add or Nearby Bike 1 987 872 71 627 313 95 Mall remove Totals Section in this Safe Toys 1 662 547 32 597 089 72 example titled Grand Totals from the frame Retread Tire 1 154 791 27 415 154 34 Company The label Grand Totals can be Touring Services 677 487 81 240 594 62 updated by tapping in it and entering your own label Activity Center 279 482 95 90 154 83 Wire Baskets 170 149 23 62 624 07 and Parts Bike Products 87 027 27 43 801 13 and Accessories Total 17 709 353 65 5 886 660 39 Grand Totals Reseller Name Reseller Sales Reseller Cost Total 80 450 596 97 26 693 830 57 5c Advanced Data Grid Properties 11 14 3 Data Grid Row Summary Totals 1 4 When scrolling down to the bottom of a data grid you will see a row called Total which has totals for each measure in the grid This is default configuration for data grids These totals are not part of the measure used in creating the data grid but rather part of the Data Grid Summary Various options can be added changed or removed Reseller Vs Reseller Sales Reseller Cost o Reseller Name Reseller Sales Reseller Cost EN 240 594 62 14 864 82 Sleek
82. e Parts Company Reseller Sales 249 378 68 gt Reseller Cost 78 696 The second measure added and related to a dimension will be represented by the circles color Tapping on the feature will allow you to change the color scheme Reseller 1010 O10 Circles e e Sel The first measure added to a map will be displayed by the size of the circle The larger the circle the larger the number as it relates to the other numbers within the data set represented in the frame 134 5j Using Maps 11 14 4 Map Tools 1 3 Map settings menu is a little different than Mnnipeg settings menu for any other chart type It has a unique feature a pencil icon that represents the draw tool MINN r Montr al Minneapolis 0 MASS IOWA NEE d CONN Omaha PA Tapping the pencil icon will add a Draw menu to the top e ES ai Pape onio aapna i MO of your map o t Louis VA shingto KY As KAN MO OKLA TENN Dallas MISS TEXAS ai San Antonio Houses Monterrey O Draw Tool Radial Selection Free Draw Selection Close the Draw Tool 135 5j Using Maps 12 14 4 Map Tools 2 3 Once you have selected Free Draw or Radial Tool Free Draw tool lets you free draw any closed shape of use you finger to select desired areas of the map your choosing on the map We have shown demonstrated both methods N here Ni Jez x lt
83. e attributes such as places Now we will look at creating a filter based upon a date miVEDIX has a specialized tool for this function called the Date Picker Let s say we want to refine the Reseller Vs Reseller Sales Reseller Cost data grid to only show information after Jan 1 2007 Start by opening the Frame Data Menu and the DISC Drill into Attributes to Date gt Date We have drilled down to Date Date in Attributes ResellerYs Reseller Sales Reseller Cost Reseller Mame Reseller Sales Reseller Cost Activity Center 279 482 95 90 154 83 ati 4 658 052 41 1 277 555 51 Lan CEES xporters Bika Products 309 1797 43 801 13 and Accessories City 7 6 053 347 82 2 119 285 95 anufacturing Fun Times Club 2 282 115 88 678 920 07 General Cycle 10 272 190 29 3315 127 67 Storehouse FRAME VIEVV Reseller Reseller Name Reseller Sales Reseller Cost FILTER GLOBAL 160 7 Using Filters 8 16 d Intelligent Editing of Filters in Frame Properties Window 2 3 Drag any date from Date dimension on the DISC to Frame Data Menu for the data grid In this instance we MVE 12 Ps Reseller Sales Reseller Cost Date Date appears in Frame View as yde 44658 05241 1 277 55551 toggled to Off and the July 2 2005 appears in the Filter section 87 027 27 43 801 13 6 053 347 82 2 119 285 95 2 282 1 15 88 678 920 07 10 272 190 29 3 315 127 67 Reseller Vs Reseller x TA o
84. ed Tubeless Tire 51 687 49 14 864 82 Company Underglazeand 5 534738 749 565 7 Finish Company Wire Baskets 170 149 23 62 624 07 and Parts A ResellerVs Reseller Sales Reseller Cost e Total 80 450 596 97 26 693 830 57 10 272 190 29 3 315 127 67 Reseller Name Reseller Sales Reseller Cost Touring Services 677 487 8 240 594 62 Tubeless Tire 51 687 49 14864 82 Company Double tapping on Summary for MAX value under noras and 2534738 749 5657 Reseller Sales results in being hidden from view uan Ope Wire Baskets 170 149 23 62 024 07 and Parts Total 80 450 596 97 26 695 830 57 MIN 51 687 49 14 864 82 a Pay eat tages D Upon adding a Summary line it cannot be deleted It can be hidden Upon adding it back it will be revealed with the exact settings it had when hidden 70 Go To Visualization Section Overview 5d Using Pivot Grids 1 17 Pivot Grids are powerful complex charts that provide an incredible amount of flexibility in data exploration Their format is a more advanced version of the basic data grid that uses column row structure and requires a bit more interaction f Total S Reseller Vs Reseller Sales Reselle 9 0 8 2 M iD Selecting Pivot Grid icon will result in the frame being formatted in the appropriate fashion Switching to a 90 154 83 279 482 95 pivot grid is the same as switching to any other chart 1 277 555 5 4658 0524 i or graph
85. ed by a color shading within the regions to display relative analysis of the data 130 5j Using Maps 7 14 3 Data Visualization Options 3 6 Point Display 1 4 EY Point Style Reseller Cios W det No Map amp Area Display i gt 2 POR Point Display Y o ma Cora ji Auto Refresh y 2 Pr ME Pin Chisteri p Update Dynamic Titles D Hide Items With No Measure Data D EY Point Style Point Style gives you the ability to display individual data points with geo coordinate data as Pins Circles or not at all Pins pin point exact locations while circles display a circle shape over the geo coordinate location with an added benefit of visually dis playing the relative value of a measure associated to the dimension attribute being displayed le iil F a Pins Circles None Q Trois ya O SY Otawa Park Preperce NTW wew MEW HAMPSHIRE HAMPSHIPr HAMPSHIRE Roth h Dor pa P a Ci Ma Ma i OF YONK P NEW YORK R h 7 e A J Advromtect ERMONT P VERMONT Adirondack VERMONT Pare Presoren Park Preserve 5j Using Maps 8 14 3 Data Visualization Options 4 6 Point Display 2 4 EY Point Style Map Pins and Collation Clustering Maps can hold a lot of data depending on the quantity of data being visualized and size of the map it s possible to completely obscure a map with pins This makes it hard to determine just how many pins are on the
86. eded to populate a visualization Please note that in this table n equals an unlimited number As an example a basic data grid in miVEDIX is capable of showing a theoretically infinite number of dimensions and measures but of course this is limited by your organization s data mapping navigation functionality and other factors Graph and Chart Minimum Maximum Visualization N Line Graph Single Axis Line Graph Dual Axis i f Bar Graph Single Axis Bar Graph Double Axis Bar Graph Triple Axis Pie Graph 1D x 1M Scatterplot 1D x 2M Pivot Grid 1Dx1M 1D Funnel MN MX e MC CA E MEN MES 5 jo 45 Go To Visualization Section Overview Sb Data Grids 1 9 Data grids are the default data chart type when creating a new chart allowing for display of data in the simplest of formats This example is a standard grid that shows an attribute and two measures Keep in mind that dimensions both attributes and hierarchies appear in blue and measures appear in green Tapping the attribute or measure title will sort the list numerically or alphabetically depending on contents of the list Tapping on an element in the data grid will bring up a callout box containing information about that row Columns can be reordered by dragging and dropping the headings A Reseller Vs Reseller Sales Reseller Cost Reseller Sales Reseller Name Reseller Cost 279 482 95 Activity Center 90 154 83
87. either be selected from an existing list or created from scratch which will be covered later in the manual Gesture Based Interaction miVEDIX uses all of the iPad supported touch based interactions You can drag drop pinch hold and swipe Any gestures used on the tablet will likely work with miVEDIX so just give them a try For example to drag an element tap it with your finger and hold it for about one second You can tell you have grabbed the data element as its name will pop up from the interface in an oval and follow your finger around the screen Once you have dragged an element to its destination drop the element by lifting your finger from the Pad screen Generally Measures Hierarchies and Attributes can be dragged Specific values within a Measure cannot miVEDIX offers two ways for users to access and interact with their data information 1 Frame to Frame Interaction 2 Data View Disc or List View We will take a closer look in the following two sub sections 20 2c Interacting with miVEDIX 1 Accessing the Disc and List Both the DISC and List are accessed through the Data View icon The Data View icon appears in the upper right corner of all reports Tap this icon and miVEDIX will open either the DISC or the List depending on which view was used last In this example we tapped the Data View icon and the DISC opened Here the Data View icon has opened the List Meas
88. er Quantity 75015 In this frame information icon has been tapped revealing drill down and sort options Dragging another measure into the frame has added another set of bars For most graphs you can tap on a bar line 7 or pie slice and get more information Try it out Snapshot to the left is a standard bar graph with one dimension product name and one measure Reseller Order Quantity Notice that dimension appears on the X axis horizontal and measure appears on the Y axis vertical Legend button ESY will reveal color coding scheme for the bars Tapping the bar will bring up specific information in this case exact number of the measure Reseller Order Quantity Tapping the information icon will reveal more options such as sorting and drill down Tapping legend bar reveals the frame s color coding 2 30 PM Zo _ lt mvenix d r Quantity inter o Internet Orde E Reseller Orde yet Order Quantity Product Category gory a Reseller Order Quantity 90 5e Bar Graphs 2 12 miVEDIX users can change bar graph properties to do things such as create horizontal graphs or use stacked bar graphs These options are available in Show Legends Current Theme gt Properties menu Auto Refresh Set Trendlines and Display Formatting Manage Scale Axis Update Dynamic Tides Axis Tides Navigate to Style area of Properties tab Toggle Legends to On or Off Legends Produ
89. er for your desired dimensions For example you could create a General Finance folder in which you would now access two finance related measure groups or facts from within Let s see what a Measure Group looks like on the DISC Additional details regarding Dimension amp Measure Groups appear in the same ring Measures on the DISC as Measures Measure Groups occupy grey wedges on the DISC Measures occupy black wedges Sales Measures and Confidential Finances Measures are Measure Groups 34 Back to Version 1 8 Highlights Page 3 The Data View Accessing amp Organizing Your Data d Moving and Categorizing Existing Reports 1 1 Users with share permissions based on their security permissions have the ability to move and catego rize existing reports Once created you can access reports and use a simple drag and drop gesture to re categorize or delete an existing report 4 22 PM Reports FF eae Access the Report Navigation Window to view Sales Analysi Reseller Order Quantity tt your existing reports and folder groups 214 38 K Reseller Py 2 e be a A h a Mosca Q OPE hol EN a x z o Heth Atlantic E Ocean Cairo e de AFRICA 7 Using a simple gesture the two second long Cost Analys l gt aS o A y Nai press hold drag and drop an existing report ICA Product Analysis i from a folder to another folder group Br
90. ety of ways without having to use complicated sub menu navigation Chart has reorganized itself with measures grouped under the dimension attributes in this case Reseller Pivot grids are unique because they allow you to instantly reconfigure your data layout In miVEDIX this is done by dragging and dropping the various grid elements into different places Here we are dragging the attribute Activity Center from Y Axis to X Axis The Pivot Grid automatically updates when we drop Activity Center on the X Axis Reseller Reseller Sales Cost Sale Cost Sales Cost Sales 27948295 90 15483 4 658 052 41 1 277 555 51 87 027 27 43 801 13 6 053 347 82 2 119 285 95 2 282 115 88 678 73 5d Using Pivot Grids 3 17 Another way to reposition data within a pivot gird is to use Positioning in the Properties Menu In order to demonstrate the power of this feature we will need to add measure Reseller Freight and attribute Product Model Name W ResellerVs Reseller Sales Reseller Cost the arrow Positioning Menu opens upon tapping Model Name Reseller Name Reseller Sales Reseller Cost Reseller Freight 11 89 2 39 oe 1 766 64 Reseller Vs Reseller Sales Reselle X tanufacturing Reseller Ys Reseller Sales Reselle x 760 28 ld 1910 ae eo 2 547 66 STYLE il Dov Diu Mountain Toy Header Font GillSans a 827 27 lc E Store Size 14 Select Position For A 1 023 53 i wn din
91. gory such as Sales all reports available to you MM Analysis Cost Analysis etc is called a Report Drawer Reports Pa A AUAI Sales Analysis Daters Total Sales Total Cost Cost Analysis Product Analysis Profitability Analysis Location Analysis One of the Report Drawers contains a Seasonality Analysis report with a red home icon in the upper corner This is your Home Report Seasonality Report Tap this icon to abandon your current report and return to your Home Report User Defined Reports Create New Report Date Ys Gross Profit Total Y DateVs Rese e Ti _ logout Back to Version 1 8 Highlights Page 6 New Report Development 12 13 b Saving and Categorizing New Reports 1 2 Now that this report is finished let s save it Press the checkmark to save this report It will be saved in User Defined Reports From here you can either close the report wtihout saving or select save to bring up additional information required before saving Discard Changes Save Cancel Save Report Save Save Report Location Sales Analysis Y lenort varyne EY Rej Nam Cost Analysis Example Report 07 21 2015 07 44 AM Product Analysis 2 acation User Defined Reports Profitability Analysis Location Analysis Shared VVich All Users in My Organization Seasonality Analysis User Defined Reports EY Report Name save the
92. graphic areas if there are shape files 7 associated to the data Map amp Area Display w Data Point Display Option for Point Display 2 visualizing geo data by pins or circles Also ability to set the aggressiveness of the Auto Refresh pin grouping Hide Items With No Measure Data Update Dynamic Titles D Ability to turn this feature on will filter IONEXISTENT DAT out any dimension data with Null values for the measure being applied to the frame Hide Items With No Measure Data D Data Point Display Reseller 1010 010 Reseller WD KA Clustering Tendency N Show GeographicAre Cluster Small Data Sets Conditional Area Color Pin Clustering By Default the Map Type is set to standard and the Point Style is set to display data points as pins 128 5j Using Maps 5 14 3 Data Visualization Options 1 6 Map amp Area Display 1 2 The Map amp Area Display Area presents you with two categories of options for further customization and analysis options This includes the ability to change the map type and the ability to enable geographic areas if your data supports it Reseller Reseller 1010 do a Map amp Area Display gt Point Display Ahora Geographic eas Auto Refi esh Update Dynamic Titles D Hide Items With No Measure Data D Conditional Area Colol Map Type There are 3 Map Type options whereas the map type is by default set to Standard St
93. he submenu You can swipe the menu contents upward to reveal anything that is hidden Remember to go back to the Frame Data menu and save when you are done modifying the Properties submenu 39 4d Frame Data Menu 1 3 Frame Data menu is the default view upon opening Settings and shows the elements of data to be surfaced along with any filters You can add remove and filter data through the Frame Data menu Title of the frame is automatically generated from dimensions and measures Frame Data menu icon is highlighted Dimensions attributes and hierarchies appear in Blue while measures appear in Green Active local filters and global filters appear in Orange Save changes to this frame tapping Save Reseller Vs Reseller Sales Reselle X FRAME VIEW Reseller Reseller Name Reseller State Reseller Sales Reseller Cost FILTER State GLOBAL Top Stores Use the Save button at the bottom Frame Data menu for the Frame Data Chart Type and Properties menus You will need to save any changes within these menus by coming back to the Data menu and 40 4d Frame Data Menu 2 3 You can also interact with a frame by dragging and dropping data to its Frame Data menu from the DISC or List Reseller Vs Reseller Sales Reselle 10 ol e FRAME Reseller Reseller Name We ereua VS GEESE ORES Neee Cost o Attributes and measures that already in Reseller Sales Resel
94. ion tap on the user profile icon to activate a prompt window that will give you the option to select Change Password Once Change Password is selected fill out the required information to successfully save a new password Change Password Current Password New Password _ Verity new password Cancel 1d Language Setup 1 3 At the time this manual was published miVEDIX was available in three languages English Arabic and Spanish For information on additional languages and release dates please contact support at support ivedix com Changing languages in miVEDIX is the same as changing the language on your iPad First log out of miVEDIX and close the application Second change the language on your iPad by going to Settings gt Language and Region gt Other Languages gt Your Language Restart miVEDIX and log in If you have chosen a miVEDIX supported language miVEDIX will be displayed in that language Otherwise miVEDIX will reopen in English In this example we have chosen Arabic a miVEDiX supported language Note that in the case of Arabic the application changes the icons to coincide with the right to left text format Settings icon has moved to upper left corner Text and blanks are oriented for right to left Script Your login credentials will work regardless of the language chosen Tapping Setting icon will reveal App Settings menu 10 1d Language Setup 2 3
95. irectly from the data grid Tap Save to save the User Defined Filter r sa E Juantty in thousands in thousands 53 595 160 784 267 973 13 778 22 963 e 375 16 4 593 32 147 Resel ler Cost O Reseller Name Reseller Sales Reseller Cost Tubeless Tire Company 51 687 49 14 864 82 Bike Products mam and Accessories 87 027 27 43 801 13 Wire Baskets 70 149 23 62 624 07 and Parts Ne de Washingtd 9 ei Activity Center 279 482 95 90 154 83 677 487 81 240 594 62 Touring Services Retread Tire 1 154 791 27 Company 415 154 34 662 547 32 597 089 72 Test Filter 169 8 Dependent Action Capa bilities a Sub Reports Back to Version 1 8 Highlights Page 8a Sub Reports 1 3 Depending on how your miVEDIiX implementation has been configured you may see arrows either at the bottom right corner of some frames or next to the names of attributes This is a indicator that your report contains links to sub reports Arrows at the corner of a frame indicate frame level sub reports Arrows within the frame indicated attribute level sub reports This report has three frame level sub reports i gt X Internet Order Quant a Reseller Order Quantity Total Sales it in thousands in thousands TS 53 595 160 784 267 973 375 16 4 593 70 32 o ResellerVs Reseller Sales Reseller Cost tt 13 778 22 963 EPAL T Reseller Rome ria aah Ocean
96. ize Menu Current Cell Width is set to 80 80 Sd Using Pivot Grids 10 17 10 40 AM ay Reseller Order Ouantity lt F a lorerpe Order Quantity housands Reseller Ys Reseller Sales Reselle xX O Increasing Cell Size from 80 to 100 allows Total to fit without wrapping 0 Total Sales gt 9082 M ResellerVs Reseller Sales Reseller Cost i Reseller Name Cell Width Cell Height Total Product Vs Reseller Order Quantity one ee AM T i al 3 50 M 2 50 M 1 50 M Clothing Components ACCOssories Reseller Sales 2 890 52 68 662 54 32 2 459 170 66 2 699 300 79 677 487 81 51 687 49 2 934 738 170 149 23 80 450 596 97 it Date Vs Internet Sales 2006 Reseller Cost 884 808 67 397 087 72 964 259 9 991 991 63 240 594 62 14 864 82 749 565 7 62 624 07 26 693 830 57 Sd Using Pivot Grids 11 17 Properties menu has another feature Show Measure Group Before showing how to use this feature we must first explain it s purpose Datasets can be very complex and contain multiple Measure collections each with numerous Measures It can be hard to find specific measures within a collection of dozens or hundreds or even more measures In those situations your organization may choose to define during the implementation phase A Measure Group is like a folder of favorite measures or measures frequently use
97. l filters will be removed and all frames will be reset to their original settings The Home Report icon only appears when you are using home report If you create a new report or open another pre defined report you will not see the Home Report icon Tap the Home Report icon to return a report to it s default state MVE is Product Vs Reseller Order Quantity 148 6 New Report Development 10 13 a Creating Custom Reports 1 Using and Setting Your Home Report 2 3 When viewing a report other than your home report the Home Report icon reviewed in previous section will be replaced with Set Home Report PA icon Use this icon to replace your home report By doing this your miVEDIX experience will begin with this new home report opening up upon every login Tap Set Home Report button to create a new home report 5 21 PM Seasonality Report Back arrow will return you to the previous report Date Vs Gross Profit Total i Date Vs Reseller Sales Reseller Cost AAA 149 6 New Report Development 11 13 a Creating Custom Reports 1 Using and Setting Your Home Report 3 3 Upon opening or creating a report other than the Home Report you can always return to the Home Report by logging out and logging back into miVEDIX But there s another way of accomplishing this Collection of reports is like a filing Tapping Reports button will display cabinet Each cate
98. le Raport 07 21 2015 07 44 AM ea Allamtre fean Cost Analysis TH ICA Product Analysis O aT Ria de Janeiro Profitability Analysis FRULA ATA Disan not Aires 152 Go To Table of Contents Page 7 Using Filters Using Filters Filtering by Dimensions Deleting Filters d Intelligent Editing of Filters in Frame Prop erties Window e Frame Filter Drop Area f User Defined Filters O Tp 153 7 Using Filters 1 16 a Using Filters 1 2 Filters in miVEDIX are what allows for discovery of new insights and trends Very often you will be looking at large sets of data that need to be broken down filtered or simplified in order to make sense of them This can be accomplished using filters Let s get started First let s take a basic chart and set it to full screen Navigate to Frame menu As a reminder 1 Tap Frame Options 2 Tap Full Screen 3 Tap Frame Options 4 Tap Settings A Reaellor Sales IAS 10 272 19039 4 152 095 48 5078 612 05 4 579 642 Bl 2206 715 11 1 987 727 3 313 004 Ve 4 47 574 04 2 310 158 54 277 654 62 2156 13 PAG 1 154 Po 27 5 668 475 900 751 68 1662547 97 Binak Pkg 2459 170 66 Strong Metal Manulacturing 264 300 79 Touring Servet Tubetess Tire Company Undergaze ard 211985 95 re T2007 AI 17 67 E 111413556 ATINA 707 708 14 676 573 66 627 313 95 Lor 07064 135561108 681 44
99. ler Cost Reseller Sales Na the frame are shown in the Frame Data Reseller Cost H ik menu atus Bike 6 578 62205 212423556 Tours FILTE Metro 5 579 642 81 1 707 708 19 Manufacturing Mountain Toy 220672572 676 673 66 Store Reseller Freight N Nearby Bike Mall 1 987 872 71 627 313 95 Outdoor wributors 3 313 012 18 t1 077 090 62 Pex manent Finish Pre Oi Both the DISC and List can be used to add data and filters directly to Frame Data menu gt Sa A wy Reseller Ys Reseller Sales Reselle P ESTES Ai o A a TA Reseller Reseller Name teseller Vs Rese Sales Reseller Cost O Reseller Sales Reseller Sales Reseller Cost r Sales Reseller Cost Liar k Hiatus Bike 6 878 622 05 2 124 235 56 Tours FILTI i Megi 1 707 708 19 Js Manufacturing Reseller Freight x Mountain Toy We are dragging Reseller Freight to aniy 22067252 67687366 from the DISC to the Frame Data menu Nearby Bike 1087872711 627 313 95 Mall Reseller Sales Reseller Sales Here we are dragging Reseller Freight Reseller Cost to from the List to the Frame Data menu Reseller Freight Gross Profit Res Gross Profit Res sk Total Sales te Total Cost nee Gross Profit Total E Y 4d Frame Data Menu 3 3 On the previous page we demonstrated dragging the Reseller Freight measure to the Frame Data Menu Here we have dropped the measure onto the menu which updated to inclu
100. line graph 2 962 18 14664 809 194 427 324 044 453 66 Tapping the icon changes the frame appropriately Template 9 Template 9 aow FRAME VIEVY Date Year Internet Sales FILTER GLOBAL q in millions in thousands 2592 1 777 12 962 18 146 64 809 194 427 324 044 453 66 Populate bottom left frame with the Continent attribute and S Gross Profit Int measure Gross Profit tuer Int You have probably noticed by now that A tes default frame is a data grid That s just for North merica 1 533 018 49 simplicity s sake you can change most 323 686 47 frames whenever you like Experiment and find out what works best 4 441 603 5 145 6 New Report Development 7 13 a Creating Custom Reports 7 8 Bottom left frame seems like a perfect candidate for a pie chart since it only has a Template 9 oD iii a _ few dimensions and measures Let s make 18 146 64 909 194 427 324 044 the necessary changes Tap pie chart icon and watch the bottom frame update Much better Now we have S Gross Profit Int by Continent displayed as a pie chart which is easier to read and more informative Let s rename the frame this pie chart is in from Template 9 to something more informative Gross Profit by Location T ing the area with this red line will allow i Pacific you to edit the graph title Gross Profit Int 1323686 47
101. lines toggle on page 87 Now lets look at Display Formatting toggle switches Reseller Order Quantity Each measure has a Display Formatting toggle switch that allows for nd instant switching between Bar and Line graph formatting Internet Order Quantity Internet Order Quantity and Reseller Order Quantity are both set to Bar Graph formatting show Trendlines Total Sales S Total Sales is toggled to Line Graph Show Trendlines Template 5 ra Total Sales Internet Orde R Reseller Orde _ o S Total Sales is formatted as a line Internet Order Quantity and Reseller Order Quantity are formatted as Bars 99 5e Bar Graphs 11 12 When Bar Graph is selected from Chart Type Menu it will always Template 5 default to showing all measures as bars If Display Formatting is UDI ei TEX toggled to Line Graph for every measure it becomes a line chart Reseller Order Quantity Show Trendlines Internet Order Quantity Template 5 nl Total Sal Show Trendlines otal Sales Internet Orde F Reseller Orde Total Sales m Show Trendlines If you select Bar Graph from the Chart Type Menu by default it will display all measures as bars If you select Line Graph from the Chart Type Menu default it will display all measures as lines You can toggle between line an bar for each measure in both Bar Graphs and Line Graphs
102. ltered on A Typical Boke Shop Typical Bike Shop 173 Go To Table of Contents Page 9 Collaboration a Snapshot Add Notes 1 2 Draw Tool 3 Send To Printer A Attach To Email 174 9 Collaboration 1 4 miVEDIX allows you to share your reports in a number of ways Let s look at some of them To get started with sharing tap the camera icon in top right corner of the report After tapping the icon the screen will be captured and some new menu selections will appear at the top You will also have the ability to draw on the screen amp capture notes by using your finger as seen below Template 9 14 Template 9 o Template 9 in millions in thousands 2 592 7 777 12 962 18 146 64 809 194 427 324 044 453 66 Template 9 it a a aa Gross Profit by Location _ 1 20 M 600 K Australia 175 9 Collaboration 2 4 Create Annotation Bubble Send screenshot to a printer Save screenshot as a PDF Close screenshot menu Redo drawing Undo drawing Email screenshot will bring up default mail program 59 W gt x Tapping Create Annotation Bubble y a S PDF MC icon brings up a text bubble that can O Awesome Sales Report E eW be placed anywhere on the T lemplate 9 e lemplate 9 O screenshot in millions in thousands EA 18 65 162 259 356 454 o Drag resize icon right or left to change width of the annotate bubble Gross Profit by Loc
103. map and even harder to isolate and select the one you want miVEDIX has introduced map pin collation clustering or pin grouping to give the user a bird s eye view of the map pins with the ability to choose if and when to expand clusters into individual pins EEN VW Y PA 11m oy Red circles represent pin Reseller Sales clusters Reseller Order Quantity Reseller Sales Map pins represent individual Reseller Cost locations Reseller Freight Yellowstone National Park Selling Count NED o Resetier Sales KPI E UNITED STATE Reseller Sales KPI 1 Gross Profit Res Gross Profit Res oc oc Tapping on a map pin will bring up the expanded information window associated United States with the location Reseller Order Quantity 44 Reseller Sales 15 319 22 ai a This information window is common across Reseller Freight 382 98 Tapping on a clusterill automatically zoom into the designated cluster either further spiltting the existing cluster into more smaller clusters or far enough to display the individual pins that make up the designated cluster 132 5j Using Maps 9 14 3 Data Visualization Options 5 6 Point Display 3 4 EY Point Style Map Pins and Collation Clustering Back to Version 1 8 Highlights Page Users have the ability to custom define the threshold or aggressiveness at which individual data points or pins are grouped by a summary cluster
104. mpared to the amount of Selling Count is 252 greater than Selling Count 120 5i Using KPIs 5 7 4 Inverse High Low Color Representation Here we see three different types of KPIs for the same measure with each having a different threshold Reseller Order Quantity it Reseller Order Quantity o Reseller Order Quantity i in thousands Ge lt lt 214 38 KA 214 243 27 300 328 67 25 Reseller Order Quantity is Reseller Order Quantity is Reseller Order Quantity is above below Low Threshold between Low and High Threshold High Threshold In most circumstances we will want our KPIs to display such that E Reseller Order Quantity X the lowest numbers are red and the highest numbers are green High and Low Colors may be reversed based on whether underperforming or over performing is considered low or high Low Threshold High Threshold However in other situations where we are looking at cost A 268 measures for example the inverse might be warranted E Thousands This toggle is used to change the orientation of high and low colors In it s default state to the left low threshold is red and high threshed is green KPI s Total Sales and Gross Profit Total have been configured with default High Low color orientation The higher the value the better Total Sales i Total Cost it Gross Profit Total it w wl puny 9 Hz 39 13 90 82 M J ay KPI
105. ng T set Text Alignment FORMATTING Traffic Lights High Threshold Low Fhreshold Colored Cells 43 po Ae pt AUTO UPDATES E Reseller Vs Reseller Sales Reselle X 11D a Show Traffic Lights Apply Individual Formatting 0 Reseller Cost a ae Switching Apply Individual Formatting from Off to Low Threshold High Threshold On will expand the menu to include all measures in 33 66 the frame Reseller Sales You can choose to set unique thresholds on any or all of them Here we have set the Traffic Lights to On for Reseller Cost and Off for Reseller Sales 49 Sb Data Grids 4 9 Colored Cells function a lot like Traffic Lights except that they offer more options and power You can choose how many thresholds type of thresholds and how those thresholds are visualized in the frame ResellerVs Reseller Sales Reselle Tapping the arrow next to Colored Cells brings up Color Options menu STYLE Header Font GillSans Size 14 Cell Font GillSans E Reseller Vs Reseller Sales Reselle gt Size E By default Individual Column Width Formatting is Off because Show Colored Cells of which thresholds apply ALIGNMENT Individual formatting to all measures in the set Text Alignment frame FORMATTING Global Traffic Lights Low Lowest Lowest High Highest Highest AUTO UPDATES Reseller Ys Reseller Sales Reselle x lD olol Blend Colors Low Lowest Let
106. nterface a Terminology b Reports and Frames c Report Navigation Window 1 Report Categories 2 Create New Report 3 Create New Group d Interacting with miVEDIX 1 Accessing the Disc and List 2 Frame to Frame Data Interaction 2a Terminology Before getting started with the miVEDIX interface it will be helpful to go over some very basic terms used throughout this guide Two terms are used frequently in miVEDixX Dimensions and Measures If you are familiar with data or business intelligence these terms might already be known to you Measures are quantities or amounts of things being analyzed Dimensions are categories of things being analyzed When we work with Dimensions we look at Attributes are qualities of dimensions Hierarchies are the levels by which dimensions are organized In very simplistic terms a dimension is a category and a measure is an amount or quantity So for example if a business owner wants to look at data for the number of bicycles sold over the last six months Bicycles could be a dimension and Amount Sold could be a measure Now let s say the business owner divided bicycle data into categories such as color These colors would be attributes or qualities of dimensions that help to further define the data to make it more useful With these attributes in mind the business owner could now sort bicycles by color Finally let s say the business owner wants to view his da
107. o Manufacturing Mountain Toy ResellerVs Reseller Sales Reseller Cost y Reseller Cost Reseller Sales Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing 707 708 19 4 952 085 98 5 979 642 B General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing Mountain Toy Store 1 Data Grid with no Traffic Lights or Colored Cells 2 Data Grid with Traffic Lights toggled to On 3 Data Grid with Colored Cells and Blend Colors Toggled to On 4 Reseller Vs Reseller Cost 90 154 83 F1 277 555 51 43 801 13 2 119 285 95 678 920 07 3 315 127 67 940 032 03 2 124 235 56 707 708 19 676 673 66 Reseller Vs Reseller Cost 42 1 19 285 95 J 4 940 032 03 Reseller Sales Reseller Sales 279 482 95 4 658 052 41 87 027 27 6 053 347 82 2 282 115 88 10 272 190 29 4 952 085 98 6 878 622 05 5 579 642 81 2 206 725 22 Reseller Sales Reseller Cost Reseller Sales e 46 053 347 82 A 44 658 052 41 44 951 085 98 Reseller Cost Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing Mountain Toy Store Keseller Name Activity Center Bicycle Exporte
108. on as we ein trae dropped Accessories dimension Be robe Sales snd 5 759 1635 78 85 556 59 9 19823 on top of it 24 560 01 3 844 17 27 6269 2 698 38 Pilas rhu Boba Date V iter E Accessories Anything that s possible on a Pie Chart is Bikes hi Clothing h also possible on a Funnel Chart next section of this manual When you get there try dragging and dropping elements from a Funnel Chart to another frame 106 Go To Visualization Section Overview 5g Funnel Charts 1 2 Funnel Charts are frequently used to show a sales process and the amount of potential revenue for each stage Like the Pie Chart or Stacked Bar Graph it shows relative values within a data set 504 PMA MiWE D1 gt lt Reseller Order Quantity Funnel Chart Ei Accessories Bikes Clothing m A Reseller Order Quantity Funnel Tapping on a segment of the chart will bring out it s details in a call out box Tapping on the information icon will bring up the sort and drill functions Reseller Order Accessories Bikes E Clothing Tapping the Funnel Chart icon results in the chart changing from a Pie Chart to a Funnel Chart Notice that Properties Menu is very similar to Pie Chart Properties menu E Q andty Funnel Chart Bikes Reseller Order Quantity 75015 Reseller Order Quantity Funnel E x uo ss A Auto Refresh 0 Show Legends
109. orm and unlabeled Tap settings icon for each KPI frame to open it s respective settings menu MVE P in millions n tho d 837K 92 7 777 12 962 18 146 64 809 194 427 324 044 453 66 o Template 9 Template 9 143 6 New Report Development 5 13 a Creating Custom Reports 5 8 Let s start filling out rest of the report using PUES AE SS A the DISC Navigate to the DISC and then in milions in thousands B 3 K peer seer enn A attributes L572 iti 12 962 1B 146 64 8909 194 437 334 044 453 66 Notice we are now using Attributes DISC outline is blue as is active wedge We are dragging Year from the DISC onto the middle frame Remember the DISC or List and can be moved around to give yourself room as the report is getting built out MiIVELJ1 gt lt it Template DE o Template T In order for this frame to be useful it should EA K u have at least one measure Here we dragged 771296218 14664809 194427 TIMOM a Internet Sales to the frame ma ee oes 940 020 62 1875 43 142 790693631 20546 101 00 10 169 392 42 Since we are now using Measures notice the outline of the DISC is green as is the active wedge 144 6 New Report Development 6 13 a Creating Custom Reports 6 8 The middle frame contains only one attribute in blue and one measure in green Let s see what 837K a ee happens if chart type is changed to a
110. ors 0 Blend Colors is on by default and creates a gradation between cell colors When toggled to off cell colors change abruptly from one range to the next Selecting a colored circle will bring up a Color Picker submenu Any color may be chosen to represent Low Mid and High ranges E Reseller Ys Reseller Sales Reselle X il Del a Tapping any of the colored circles causes a Color Picker submenu to appear Use this submenu to choose any color you want 52 Sb Data Grids 7 9 Default threshold setting for High is the highest value while that for Low is the lowest value However miVEDIX provides several different ways to set threshold for Colored Cells Let s explore those here Threshold for each number range Low Mid and High can be modified by swiping through the choices for each limit Options for Low are Lowest Number Percent and Percentile Lowest Define value for low color Number Define a number limit and sets lt or lt ran Reseller Ys Reseller Sales Reselle X Percent Define a percent limit i i i i ul Dw ol E Percentile Select a segment of the bell curve distribution MD 0 Two Colors Thhee Colors Options for Mid vary by how Blend Colors toggle is set They l l l Blend Colors include Number Low lt gt High Percent and Percentile 10 Ol Number Define value for mid color Low Low lt gt High
111. otal to On results in a third column appearing to the right of Reseller Cost The Cumulative of Total column keeps a tally of all of Totals in the chart adding each subsequent percentage to the sum of prior percentages Reseller Vs Reseller Sales Reselle x of Total Running Total Cumulative of Total of Total Running Total Cumulative of Total for Reseller Cost on Outdoor Distributors labeled 3 equals Cumulative of Total for Nearby Bike Mall labeled 1 plus of Total for Outdoor Distributors labeled 2 Cumulative of Total for Outdoor Distributors 54 7 labeled 1 4 03 labeled 2 58 73 labeled 3 Cumulative of Tota the Cumulative of Total column being added to the right side of our chart Mame Reseller Sales Oude Distributor Permanent Finis Products Prico Cicter DBrteoune Bikes Producer Goods Clear mehosst Racks and Security Saben Retread Tire Cu mpany Btn Department 54 pady Bla ee Safe To ih Sleek Bikos Strong Metal Manudsecuring Tow irig Services Tubeest Tere Fan A hor TELA TE Linderglize ami CU Firsishs Compan Wire Baskets and Party Total PET BTL 3 4130218 404757404 D0 75852 5 277 654 62 LIS SF a6 AE DAES 200 751 69 1 661 547 92 2459 170 66 2699 00 79 677 er Bl 51 587 49 1514 38 FO 492
112. ports Promote 11 Ability to move and categorize reports between folders 3 d Move and Categorize Reports 1 Setting up and Logging a App Settings b Login and Logout Information c Forgot Username and Password d Language Setup e Using Themes 1a App Settings Tapping the spoked wheel in the top right corner of the login screen will reveal an App Settings screen This screen contains options such as Host Name Site Name and Client ID There are a few instances during which you may need to configure the App Settings such as the first time you log into miVEDIX or after an upgrade If you are unable to log in to miVEDIX check these settings Tapping this spoked wheel will reveal the App Setting screen Generally App settings only need to be filled in either the first time you use miVEDIX or after an upgrade If they are not filled in contact your system admin istrator App Settings Host Name Site Name This reveals the Advanced screen Secure Connection Settings in this screen should only be set by system administrators Client ID Advanced Tap Save to return to the standard miVEDIX login interface 1b Login and Logout Information User Name ivedix Password ce Remember Me i App ID Depending on how miVEDIX has been configured for your organization you may receive a One Time Password request from time to time If you receive this dialog box the One Time Pa
113. r v Reseller Key Ww OUr A NS Sery Strong me 24 3 The Data View Accessing amp Organizing Your Data a The Disc Navigating the Disc 1 2 11 pAg 9 o 1 Reseller Name A Reseller Z AZ Attributes Reseller Reseller Key 10 Bun ME Sery 1 View Dimensions in Hierarchy form 2 View Dimensions in Attribute form 3 View Measures 4 View Global Filters 5 Close the DISC 6 Close the DISC and open the List mer Strong 7 Open Search on DISC 8 Collection of Attributes you are currently viewing 9 Hierarchy you are currently viewing 10 The Move button Hold this to move the DISC around the screen 11 Another selectable Collection of Attributes 25 3 The Data View Accessing amp Organizing Your Data a The Disc Navigating the Disc 2 2 1 Select the data you d like to explore whether it is a hierarchy attribute or a measure Swipe to rotate the DISC and see more options 2 Tap the Attribute icon 3 If you need to return to the top level of the Attributes tap the Attribute icon again 4 Make a selection in this case Reseller Attributes 5 Reseller is broken down Reseller ES y into more discrete selections of data Reseller 6 Select Reseller Name 7 More selections are now y rN ier available j 2 gt Attributes M 8 Continue drilling up or down until you find the attribute
114. r Pl FE EAS Cost is broken into 4 groups each approximately 25 of total Reseller Cost Third 25 of Too Reseller Sates Revell Bicycle chars 4 658 052 41 277 55551 se ii i Cu eel es 5c Advanced Data Grid Properties 6 14 2 Data Groups 2 6 Depending on how the data was sorted prior to toggling Data Groups to On you may find that it s been resorted In our case the data was sorted by Reseller Name see previous page and now its sorted numerically by descending Reseller Cost value miVEDIX is smart enough to realize that if you are looking at Data Groups Firat 25 of Total a Reseller Sales fester Com 10377 190 79 IIIENA ST Data Groups da Bike 4 BTEGIL05 2 174 235 56 ours Group By Tipy Manutacturing 6 052 347 82 2 115 185 95 Group Typa Total 23 4 160 16 7 558 649 18 Order First 25 of Total 25 Second 25 of Total 25 Third 25 of Toral 25 Four 25 of Total 25 Remainder Second 15 of Torni Reseller Sales Reseller Cos 5 668 149 5 584 857 78 Hiipu Sales am a jus othe i aplul Sales and a ogyogsoa 1 940 03201 Repair Service Mens EE Pe PETALE 107 708 19 Manufacturing Permainen 41 047 574 04 EELSTEN Finish Producti Total 20 247 452 33 6 988 211 08 Data Group Label can be edited manually Simply tap in the field and replace the title with your own Display Group toggle allows you to hide this group from view
115. r name Activity Center As we drop another reseller name Bike Products and Ac MIV Di gt cessories to the frame the icons Replace Filter and Add Filter will appear gt 9082 M o This frame is already filtered on the Reseller ar 279 482 95 90 154 83 Name Activity Center 279 482 95 90 154 83 Reseller Reseller Name Dragging another reseller name Bike Products and Accessories to the frame causes the icons Add Filter and Replace Filter to appear Qo Reseller Order Quantity eYOrder Qual f Total Sales in thousands in thousands 160 783 267 973 375 161 4 593 13 778 22 962 o cont Res eller Sales Reseller Cost Reseller Name Reselh Sales Reseller Cost Activity Center 2 9 482 SA 90 154 83 pis Total 279 41 95 90 1 54 83 th Atl E ntic Ocea P Cairo New Delhi E A Ja O i a a Genelia arid Acces Mumbai Bike Prod ucts and Ac Wy lt Nairobi AFRIJA Lagos fo Brasilia Rio de Janeiro enos Aires Legal Product z A Add Filter icon highlights as we approach it 164 7 Using Filters 12 16 e Frame Filter Drop Area 3 4 Now let s examine the result of releasing Bike Products and Accessories attribute onto the Add Filter icon Data Grid is now filtering Reseller Sales and Reseller Cost for both Activity Center and Bike Products and
116. rs Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service 42 124 235 56 6 878 622 05 Dl ours i Metro J1707 708 19 5 579 642 811 rA Manufacturing J q Mountain Toy 4 Store Nearby Bike i Data Grid with Traffic Lights and Colored Cells toggled to On Blend Colors is toggled to off Traffics Lights and Colored Cells have different thresholds for same measures Sb Data Grids 9 9 Sometimes a Data Grid contains more data than can be seen at once Or perhaps data sources are updated throughout the day Best way to address these two challenges involves using the Auto Refresh and Auto Scroll features E Reseller Vs Reseller Sales Reselle xX Tapping on the arrow next to Auto Refresh in the Properties il DW OO submenu brings up the Auto Refresh menu Toggle Auto Refresh and choose a time interval to allow the system to periodically o EEN update your Data Grid with the latest data Time Interval minutes x 3 TLE Cell Size FORMATTING Colored Cells Show Totals Positioning Show Measure Group ET Reseller Vs Reseller Sales Reselle X ID 19 Auto Scroll AUTO LIPDATES Auto Scrolling TITLE Time Interval seconds Update Dynamic Titles Rows to scroll Scroll Direction Tap the arrow next to Auto Scroll to expose the Auto Scroll Menu and toggle Auto Scroll to On miVEDIX will automatically
117. s 1 Creating Maps 2 Map Property Window 3 Data Visualization Options Map amp Area Display Point Display 4 Map Tools 5 Displaying Data Information 124 5j Using Maps 1 14 1 Creating Maps 1 3 Maps in miVEDIX give a visualization of location centric data The map chart type is different than any other chart type in two ways CANADA 1 The frame must be populated with the Map visual BEFORE adding data 2 Each miVEDIX native app iOS Android W8 a UNITED stares utilize the respective operating systems me 9 New York o native mapping technology Trash DOMINICAN 0 REPUBLIC HONDURAS NICARAGUA PANAMA VENEZUELA COLOMBIA GUYANA ECUADOR PERU BRAZIL PARAGUAY Let s create a Map Start with an empty frame and open Chart Type menu Y Template 5 Here we have a frame without any Notice that the Chart Type view defaults on the data grid icon but only the Map Icon can be selected Template 5 5j Using Maps 2 14 1 Creating Maps 2 3 Now that an empty frame has been opened we can begin to build a report that includes a Map by adding data Start by tapping the Map icon in the Chart Format menu Our frame is empty and there is nothing on the map Fame instantly changes to a map upon tapping the Map icon Once you add data to a Map it will populate and display pins CANADA MEXICO CUBA gt En Renae HONDURAS NIC
118. s KPIs 1 Overview 2 KPI Frame Settings 3 KPI Thresholds and Data Comparison 4 Inverse High Low Color Representation 5 Adding Filters 116 5i Using KPIs 1 7 1 Overview Key Performance Indicators KPIs are small quick and easy to read visualizations of a key piece of data In miVEDIX KPIs are measures Because of their simplicity KPIs are only indications of a single measure For more in depth visuals miVEDiX uses charts or tables Because KPI s use and display limited information they occupy special smaller frames within a report These three smaller frames are KPI frames Limited information like one measure can be displayed in these KPI frames Reseller Order Quantity it in thousands 54 134 214 295 375 Reseller _ pri A tba wie cran AFRICA Lagos i kia de Janeiro South Atlante Orear nos Aires Internet Order Quantity Nairobi ProductVs Reseller Order Quantity in thousands QS 7 02 it _ Mumbai Po ehian O ResellerVs Reseller Sales Reseller Cost Reseller Name Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing Mountain Toy Store Nearby Bike Reseller Sales 219 482 95 4 658 052 41 87 027 27 6 053 347 82 2 282 115 88 10 272 190 29
119. scroll the data across its entire range thereafter Scroll intervals can be set to 10 20 and 40 seconds You can also choose between horizontal columns and vertical rows scroll direction 55 Go To Visualization Section Overview 5c Advanced Data Grid Properties miVEDIX offers several very powerful advanced data grid properties of which three will be reviewed in this section 1 Calculated Measures 2 Data Groups 3 Data Grid Row Summary Totals 56 5c Advanced Data Grid Properties 1 14 1 Calculated Measures 1 4 Calculation Columns Calculation Columns property allows the user add additional columns to a data grid to analyze how each element in a Measure compares to the whole Let s take a look our data grid and open its properties menu ResellerVs Reseller Sale Reseller Mame Activity Center Bicycle Exporters Bike Products and Accessories City Manufacturing Fun Times Club General Cycle Storehouse Helpful Sales and Repair Service Hiatus Bike Tours Metro Manufacturing Mountain Toy Store Nearby Bike Mall Outdoor Distributors Permanent Finish Products Price Cutter Discount Bikes Producer Goods Clearinghouse Racks and Security Systems Retread Tire Company Disb a Reseller Sales 279 482 95 4 658 052 41 87 027 27 6 053 347 82 2 3787 1 15 88 10 272 190 29 4 952 085 98 6 8 8 622 05 5 579 642 81 2 206 725
120. ssword has been sent to the email address associated with your miVEDIX login Contact your system administrator if you are unable to retrieve it Enter your One Time Password here Your User Name Password and App ID will be provided to you by your system administrator or iVEDiX Account Manag er The image to your left is a standard login screen layout This is the standard miVEDIX login interface Please enter the One Time Password that has been sent to your email address Cancel Tap OK and you will return to the standard miVEDIX login screen Back to Version 1 8 Highlights Page 1c Forgot Username and Password It happens to everyone at one point or another so don t worry we can retrieve your forgotten username or password should you forget The question mark icons will bring up a prompt User Name ivedix window asking you to submit a piece of information Once submitted you will receive a notification email Remember Me 10 with your requested information App ID 21 Password ce Pop up window prompting user to submit e mail Pop up window prompting user to submit address to receive their username via e mail Username and e mail address to receive their Passwordusername via e mail Forgot User Name Forgot Password Iser Name Email Address Email Address _ Cancel Cancel You can also Reset your password At the bottom of the Report Navigation Pane from within the applicat
121. t to update immediately Reseller Name dimension now appears in left most column 70 154 83 6 987 08 4 658 0524 12775555 Resellers Reseller Sales Reselle i 116 451 36 B7 027 27 43801 13 2 17548 Lid o __ Tap Options icon spoked wheel and E i STYLE A A Se eee NO gt then Settings icon wrench to open Header Font GillSans 22821158 a 678 920 07 57 052 94 en 14 Settin gs menu 10 372 190 3 315 1276 pa 33 7 256 804 84 Cell Font Gillsans ih lantan 12380217 SIZE 14 1786310 2 7135 Cell Size 58 dei 20 355 17 965 65 A 1 707 708 9 aria Al Tita FORE 139 491 03 Colored Cells Properties Menu appears upon tapping 676 673 66 55 168 17 a A this icon 627 313 95 49 696 84 Positioning 13130121 11077 0904 pr B i 4 047 574 0 1 355 6120 2 coy Sg AR gt 01 1894 23101585 E 31127 6546 1 050 638 7 2 T FELA ETE 82 815 37 AUTO UIDA BA1 447 44 57 756 48 50 691 4 823 320 86 58 903 98 1 154 791 2 e ge 12 415 154 34 78 869 81 5668 149 5 19948577 141 703 76 le or Reseller He HI Reseller Sales Coat Freight AASL 90 154 85 6 987 08 E Reseller Ys Reseller Sales Reselle x uov N9 67 02727 43 801 13 2175 68 ol 46580524 12775555 j 116 451 16 50533478 2 119 855 E 151 333 8 bree 57 0514 Dimensions 7 pel e 256 804 84 OS Helpful Sales 4 952 085 9 1 940 032 0 Tap the word Positioning to access nd Rep 8 3 SEER
122. t you will see two icons appear within the frame These are the Add Filter and Replace Filter icons They appear only when there are existing filters on the same attribute within a dimension For example if the frame is already filtered by a state such as Reseller gt State gt Texas and you try to drop a second filter Reseller gt State gt New York miVEDIX will ask if you want to add the new filter or replace the Texas filter Replace Filter icon Add Filter icon Replace Filter only replaces existing filters on the same level of the dimension If you your frame has existing filters Reseller gt State gt Texas Reseller gt Country gt France Dragging Reseller gt State gt New York to the Replace Filter icon would remove Reseller gt State gt Texas filter but leave the Reseller gt Country gt France filter untouched Resulting filters would be Reseller gt State gt New York Reseller gt Country gt France 163 7 Using Filters 11 16 e Frame Filter Drop Area 2 4 Let s explore the Add Filter icon We will start by looking at the Reseller Vs Reseller Sales Reseller Cost frame which has already been filtered by the reselle
123. ta on bicycles by hierarchies Depending on how his data has been organized he would be able to switch through a variety of different hierarchies but here is one example Bikes gt Color gt Red gt Magenta gt Specific Bike Model As you can see this hierarchy starts with bikes and ends with a very specific color magenta Hierarchies are used to sort data in different ways usually tailored to a specific use These terms can get a lot more complicated and if you have experience in data or business intelligence you may be familiar with other more complex definitions But for navigating miVEDIX they will work just fine miVEDix allows you to view Dimensions in Attribute and Hierarchy format Using an Attribute allows you to surface at a specific quality Using a Hierarchy allows you to visualize how that dimension is organized Not every Attribute is part of a Hierarchy 16 2b Reports and Frames 1 3 The miVEDIX interface is divided into frames and all of these frames come together to create a report Frames are the building blocks of reports as they contain graphs charts KPIs and other visualizations that will be used for data discovery Below is an example of a miVEDIX report but with the frames separated Reseller Order Quantity 160 784 267 973 53 335 in thousands Product Vs Reseller Order Quantity i internet Order Quantity i Total Sales it 70 02 MS in thousands
124. th the DISC open We have drilled down within Reseller attributes to the state level ed A Artributes poro Georgia ller Order Quan X 11D RI FRAME VIEW Product Product Category Reseller State Reseller Order Quantity FILTER Jt B A L Notice the filter area is empty 156 7 Using Filters 4 16 b Filtering by Dimensions 2 3 Drag Texas attribute from the DISC and drop it into the filter area You will notice Reseller State in the frame view but its Toggle is set to Off ane ne gt La This will result in miVEDiX not Product VA Reseller Order Quan X displaying it in the frame which is as intended since focus is the filter in this a PRAMEVIEW section iD 1919 Product Product Categ ry Reseller State Reseller Order Quantity FILTER StateProvinceName Texas GLOBAL Remember to tap Save to apply the filter changes and close the window Reseller Actributes e ODIA You will notice that the filter area has a name in it Texas as opposed to a number That s because we are now filtering by an attribute This value can be changed manually if so desired For instance if you wanted to filter this chart by another state such as Virginia tap in the filter value field and replace Texas with Virginia Applying the change and tapping Save will now filter the bar graph by Virginia instead of Te
125. that switching the toggle changed how measures are rp ee cl u ste red 130 K Change Graph Type F horizontal In the first graph the bars are clustered by Product Subcategory Toggling the Switch row column switch changes the graph so that they are clustered by Reseller Name Activi E 5e Bar Graphs 6 12 We created a Bar Graph with one dimension and two measures and opened Properties Menu Tap the arrow next to Manage Axis Scale to open the Template 5 su b menu interner Orde 15 Reseller Orde Template 5 dow BE Primary Internet Order Quantity Reseller Order Ovantity Secondary Dragging one or mores measures from primary axis to secondary axis introduces a second axis on the right hand side of the bar graph The new axis is applied only to the measures listed under Secondary Notice how this new scale applied to Reseller Order Quantity makes it easier to appreciate the break down of Internet Order Quantity by Product Category By default bar graphs use one scale for multiple measures This can make it hard to read chart with two measures that scale very differently STYLE Show Legends CurrentTheme Theme AUTO UPDATES Auto Refresh FORMATTING anage Scale Axis TITLES Update Dynamic Titles AXIS TITLES Axis Titles Primary Internet Order Quantity Secondary 5e Bar Graphs 7 12 Even a relatively simple miVEDIX
126. ting colors for Colored Cells in Data Grid and Pivot Grid chart types Update Dynamic Titles AXIS TITLES Axis Titles Change Axis Positions allows you to assign each measure to an axis Update Dynamic Titles toggle is available on every frame type It allows you to turn the frame s automatic title creation on or off Turn this off when frame titles start getting too long Sh Scatterplot Graphs 4 5 E Sales Territory Scatterplot X Two Colors Three Colors Blend Colors Lowest Percent Highest Options for Low are Lowest Number Percent and al Percentile Lowest is set by default Lowest Sets lowest value to Low color choice Number User enters a number limit Percent User enters a percent limit Percentile User chooses a segment of a bell curve distribution Options for Mid vary by how Low and High are set Number is set by default Low lt gt High User sets a range between low and high numbers Percent User enters a percent limit Percentile User chooses a segment of a bell curve distribution Options for High are Highest Number Percent and Percentile Highest is set by default Highest Sets highest value to High color choice Number User enters a number limit Percent User enters a percent limit Percentile User chooses a segment of a bell curve distribution Color Options menu allows you to decide how many colors which colors and how they are displ
127. tity 12 12 PM MINS LAS Template 5 Internet Orde a Reseller Orde lt Template 5 DW 1010 Reseller Order Quantity la Show Trendlines A ie Internet Order Quapttity Show Trendling Trendlines can be turned for each measure by moving toggle switch to the right A Linear trendline is a best fit straight line used to show increases or decreases at a steady rate A Polynomial trendline is a curved line that is used when data fluctuates A Logarithmic trendline is a best fit curved line used when the rate of change in the data increases or decreases quickly and then levels out 97 5e Bar Graphs 9 12 Lets take add another measure to our chart Bem STotal Sales Reseller Order Quantity and Internet Order Quantity are too small to be seen Template 5 x uo We can make it easier to read by using Manage Scale Axis and L gt dragging STotal Sales to the Secondary Axis rimar y Reseller Order Quantity Total Sales Internet Order Quantity Secondary Secondary Total Sales Template 5 Adding a second axis helps Reseller Order Quantity and Internet Order Quantity are no longer dwarfed by S Total Sales Clothing 98 Se Bar Graphs 10 12 Let s go back into Set Trendlines and Display Formatting submenu Template 5 There are two sets of toggle switches We already looked at Show Dd Trend
128. tomi 2 356 157 46 Header Font GillSans z automatica ly Size 14 Retread T re Company 415 154 34 Cell Font GillSans Rich 5 668 149 5 1 984 857 78 Size 14 Department 5 Roadway Bicycle gt 20075268 884 806 67 Column Width Supply GNMENT Safe Toys 1 662 547 32 597 089 72 Set Text Alignment Sleek Bikes 2 459 170 66 964 259 9 Strong Metal 2 699 300 79 991 091 63 Manufacturing a eat 25 of Te Touring Services 240 594 62 Fert 25 of Toral Resclor Wi Resellers Tubeless Tire Company Inle Sab imei E 5168749 14 864 87 Reseller Sales fewer Con MAA Underzlazo and 131512767 G rie hor EH Fi So Tet J Data Groups Hian Bike 6 878 611 05 2 114 135 56 Fours 749 7 Finish Company Sas Wire Baskets AIRA 62 624 07 and Parts Group By City EE a 051 3478 Manufacturing AA e Total 80 450 596 97 26 693 830 57 Group Typa Total 667 160 16 7 558 649 18 de Groupings can be based on values of any measure ee seb Gim in the data grid Reseller Cost was selected in A Second 25 of Total current state Tap the greater than sign next to ES cal i Puch 25 Group By to make a change Department 3 AS acia di Four 25 of Total y iis 25 Remainder ilahi Silis dra 25 Remainder Holpful Sales and 4 ag 194003103 i Repair Service gle ee y Se 579 64 Fe 1 707 706 1 Matutacturing Parmanen il AAT ST4O4 135561308 Default Settings are currently being used Reselle
129. tul Sales and Pecan En 4 952 005 98 1 940 032 03 lepal Service We have toggled of Total calculation column to Reseller Vs Reseller Sales Revelle Xx Bliatist Bike Tours PE7B62205 11242355 e gi On for Reseller Cost measure This added a of EF Mor arara g S579642Bi 170770819 Total column to the right of Reseller Cost of Toral Mouncin Tef 072571 A TAATILEG Lore AN y Running Toral Party Bike A x SBT BY 2 7 Mall PETE Cumulative of Toral Ciutdoor Distrbutoni 311401118 1077 090 62 LO Permanent 4047 57404 1 355 61308 of Total hms Products f oar Price Curter aoada e x Running Total 0 158 51 7 Discount Biker 2310 159 51 481 447 44 Producer Goods Cumulative of Total Cie es he 317 654 67 1 050 638 77 Liearinghoaive Racks and Security Gyoteni 2754 157 46 B23 3970 86 Retread Tire Nearby Bike RESTE 27 415 5494 Mall Company Cinidoor 7 ia F 077 000 67 Distitbuton AA i 4 047 574 04 1 155 613 09 Price Cicter Diteoune Bikes 4 310 159 53 481 447 44 3027 654 62 1 050 638 77 The of Total column for each Reseller Cost igh es L254 157446 813310848 MCUFICA ay pbe element contains its percentage of the total shown PATEA i 5479127 415 18434 Company at the bottom of the frame Cera es 5668 1495 198485778 parton 4 5 Roadway Bicyele fas alas 690 751 69 64 508 67 Sippy of Total S
130. ures Reseller Sales Tap the List icon to replace the Tap the DISC icon to replace the DISC with the List List with the DISC You can easily switch back and forth from DISC to List The DISC displays a List icon and the List displays a DISC icon Simply tap the appropriate icon to switch back and forth 21 2c Interacting with miVEDIX 2 Frame to Frame Interaction miVEDIX offers many different ways to add data elements to a frame We will go over the three most common In each example we will drag the Reseller Name attribute from a data source and drop or add to the map frame Reseller Name is being Reseller Name is being dragged from the DISC to the map frame This is called DISC to dragged from a data grid frame to the map frame This is called Frame to Frame Interaction A MTUVE Pes Internet Order Quantity LH Frame Interaction Q E Total Sales i n thousands 9082 M B 22 963 32 147 13 77 2 119 285 9 6 053 347 82 Manufacturing apa pd se 678 920 07 2 282 115 88 3 315 127 67 10 272 190 29 Reseller Name AFRICA i Y 1 940 032 03 4 952 085 98 235 56 6 878 622 05 5 579 642 81 ETT hac rra rta Sean 206 725 22 A B In example A the user is dragging the Reseller Name attribute directly from another frame This is called Frame to Frame Interaction We have demonstrated dragging and dropping an Attribute However the
131. ures and hierarchies We will cover this in more detail but for now familiarize yourself with the List E Reseller X Business Type City Country Latitude Longitude Reseller Key Reseller Name 28 3 The Data View Accessing amp Organizing Your Data b The List Navigating The List 1 2 10 8 1 i 5 Reseller X 9 7 Business Type City Country 11 Latitude Longitude Reseller Key Reseller Name State a e a J 37 1 2 3 4 6 1 View Dimensions in Hierarchy form 7 Open Search on List 2 View Dimensions in Attribute form 8 Hierarchy level you are currently viewing 3 View Measures 9 Indication of another sub level of data 4 View User Defined Filters 10 Ability to Move List 5 Close the List View 11 Navigate through data levels 6 Close the List and open the DISC 12 Ability to multi select data 29 3 The Data View Accessing amp Organizing Your Data b The List Navigating The List 2 2 Attributes X 1 Select the data you d like to explore whether RA it is a hierarchy dimension or a measure Internet Customer Product 2 Tap the Dimension icon 3 If you need to return to the top level of the Attributes tap the Attributes icon again 4 Make a selection in this case Reseller 5 Reseller is broken down into more discrete selections of data Reseller x 6 Select Reseller Name Business Type 7 More selections are now available City 8
132. variety fonts Select Font GillSans ResellerVs Reseller Sales Reselle ANALYSIS Calculation Columns Data Groups STYLE Header Font GillSans Size l4 Cell Font GillSans Size E Reseller VS Reseller Sales Reselle NA SET TEXT ALIGNMENT Column Width ALIGNMENT Set Text Alignment Reseller Cost Reseller Sales Reseller Name Set Text Alignment menu allows you to choose between Left Justified Centered and Right Justified formatting for each column in a Data Grid Tap the arrow next to Set Text Alignment and then tap the desired text alignment icon for each data element 48 Sb Data Grids 3 9 Formatting section on a Data Grid contains Traffic Lights and Colored Cells Both allow the user to set and visually represent thresholds either across all the measures in a frame or by individual measures Each format can be set with different thresholds and can be turned on at the same time Let s look at Traffic Lights Tapping the arrow next to Traffic Lights brings up Show Traffic Lights menu By default Apply Individual ResellerYs Reseller Sales Reselle Formatting is set to Off because of which thresholds set below it apply to all measures in the frame STYLE Header Font GillSans Size 4 Cell Font GillSans Size E Reseller Vs Resell Sales Reselle X 1010 Column Width DW 0101 AUGNMENT Show Traffic Lights Apply Individual Formatti
133. visualization can contain a lot of information Properties such as Axis Titles makes it much easier to interpret that data Axis Titles property enables miVEDIX to label the axis with name of appropriate measure or dimension MIVE i lt place 5 miVEDIiX automatically knows which axes to label Template 5 x i E depending upon the number of dimensions and measures CA rv in the graph In bar graphs dimensions are shown against Show Legends Yes i T HENEN Ee the bottom x axis and measures against the sides y ATA axes Auto Refresh Set Trendlines and Display Formatting eee In cases such as this where there is more than one measure on a y axis miVEDIiX will only label the x axis to Update Dynamic Titles avoid confusion Axis Titles Toggling Axis Titles to On will cause miVEDIX to automatically update the frame and include appropriate titles Because this frame contains three measures against 2 y axis primary and secondary no y axis titles are shown UTA ea l A PDAT Auto Refresh r mn and Display Formatting Manage Scale Axis oz Dynamic Titles ea sA Se Bar Graphs 8 12 Single axis Bar Graphs have the option of showing trendlines Trendlines indicate the general direction that a group of points seem to be heading We have opened the Set Trendlines and Display Formatting submenu within the Properties Menu and set the polynomial trendline for Reseller Order Quan
134. xas This can also be done via the DISC or List 157 7 Using Filters 5 16 b Filtering by Dimensions 3 3 We are now filtering Reseller Order Quantity of Products by state Texas In other words we are seeing only the amount of those products ordered by resellers in the state of Texas Notice the numbers on the Y axis have changed They now reflect the amounts for Texas only Y Product Reseller Vs Reseller Oyder Quantity Accessories Bikes Clothing Components We have now covered how to use numerical filters for measures as well as dimensional filters Experiment with various filter selections to see what you can come up with Don t worry you can t break miVEDIX If you try to drag and drop an inappropriate filter miVEDIX will tell you 158 7 Using Filters 6 16 c Deleting Filters 1 1 You may wish to delete a filter from a frame Note that this does not delete the dimension or measure from the frame itself it simply removes the filter Template 5 T FRAME VIEVV Reseller Reseller Name Reseller Sales Reseller Cost FILTER Reseller Sales 4000000 st 2000000 Delete GLOBAL To delete a filter swipe it to the left and tap the Delete button 159 Back to Version 1 8 Highlights Page 7 Using Filters 7 16 d Intelligent Editing of Filters in Frame Properties Window 1 3 So far we have created filters based upon measures and som
135. ysis in thousands in thousands Cost Analysis Your administrator will set you up with E 25 a wide variety of pre defined reports a fa Reseller F Reselle Feel free to browse through them if you Profitability Analysis ME ni pi MD reseller want to learn more e Activity Location Analysis Bicyc Export Seasonality Analysis A Bike Prod j e and Acces Cit User Defined Reports toe Mumbai Fun Time General 4 Srorehe Helpful Sal Repair Se Hiatus H Tour Metr Manutact Fic v Janaina Navigate through your report options E che Natty Ocean by swiping side to side bros Aira Mountal Storg Blaa rha MSH demo Product Vs Reseller Order Quantity O Date Vs _ Create New Report For now let s concentrate on making our own report Tap Create New Report logout 140 6 New Report Development 2 13 a Creating Custom Reports 2 8 There are a number of templates to choose from Let s pick one that has a good mix of frame sizes and KPIs This is a good one to start with Notice the three KPI regions a large central frame and two smaller frames Select this template and tap Next Template 5 Result is a blank miVEDiX report DISC and List will be used in following pages to populate this report Remember You might not have the Y same data in your miVEDIX setup as we have in this demonstration Don t worry

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