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USERS` MANUAL - century software inc

1. J amamanamananamanamanamasamanaaaanananqunanunqmanamaqmanamanananamananama X M R g 5 5 5 5 Figure 56 53 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Order By Sales By Quarter All gt Customer gt Groupby v mI Y Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz 5 Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2010 31 12 2010 D Group By _ Sales Rep _ AvgCos AvgPrke TotalSales Profit 2 1 _ Davolio 191 2010 603 23 93 12 878 15 14 909 40 2 031 25 13 62 4 Davolio 102 2010 1 Davolio 1094 2010 P Davolio 932010 2000 Fuller 1932010 Bol puer 1942010 98 2 _ _ Fuller Qa 2 2 Fuller 102 2010 3 _ Leverling 032010 0165 _ Reed 22 22 O esna 3 Leverling 104 2010 1161 21 49 29 98 24 945 25 34 808 75 9 863 50 28 34 L Leverling 022010 1519 4 Peacock 1932010 0 Asa SS 25 54 7 39 56715 44
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3. pc cu c I DE E E CE EE EH E EE E EE 17 Alice Mutton 40 Boston Crab Meat 60 Camembert Pierrot 18 Carnarvon Tigers 1 2 Chang 39 Chartreuse verte 4 Chef Anton s Cajun Seasoning 5 Chef Anton s Gumbo Mix Figure 9 If the search results list contains more that 1000 values then a paging option is enabled in the filter popup page as shown in Figure 10 To navigate between the different Search Results pages the user must click the Left Right paging buttons to move up and down by one page or to go to the first or last page message displaying which numbers of rows are currently viewed will be displayed at the top of the filter tables Note however that the filters paging option is not supported by all databases 12 CENTURY ANALYTICS USER S GUIDE gt Interactive Search Show Search Results Displaying Rows 1 1000 Selection Chai Chang Aniseed Syrup Chef Anton s Cajun Seasoning Chef Anton s Gumbo Mix Grandma s Boysenberry Spread Unde Bob s Organic Dried Pears Northwoods Cranberry Sauce Mishi Kobe Niku lick Left Right buttons to navigate Figure 10 Another option for the case when the search results list contains a large amount of data is to use the search box at the top of the search popup page as shown in Figures 9 and 10 The user may enter part or all of the value they want into the box and press Search
4. S 8 7 701 60 1 487 25 15 459 80 1 347 05 9 PARAHA AEAEE AEAEE EEA AEE EEEE AEAEE AEAEE AEEA WSST AR SEE PEE PE WR PPE PEE PPE PEE PE Pre PE PPE PEE PE EE Figure 79 Analyze By Then By Order By Group By Var _ Sales Rep Customer gt Name gt w Var gt n amp BEBE EE M ii Faces E s gz g s Zl Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters Table Horz Stack Stk Vert Stack Stk Line H Var V Var L Var Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 01 04 2010 30 06 2010 9 2 42 i 355 455 Total Sales 18 804 00 7 701 60 23 879 60 6 410 40 16 893 90 16 294 60 10 914 40 32 880 30 8 082 20 141 861 00 A a a BR RR Profit 99 40 1 487 25 1 150 70 6778 80 2 908 90 448 80 1 657 50 4 888 95 608 30 14 028 60 Margin 0 53 19 31 4 82 12 15 17 22 2 75 15 19 14 87 7 53 9 890 0 Qty 244 547 623 29
5. aGYEE ub E w Cols Filters Table Horz Bar Vert Bar Demo Sales Rep Quarter Quarter gt A 03 sales Date 01 01 2010 31 12 2010 518 s z O 6 4515 7 680202 386 1981 p M ooo dE Q3 2010 584 36 56 36 75 21 353 80 21 461 60 107 80 0 50 Qan s td G 1 63806 m22 LS Figure 60 EE Yor 2 By stones Sue Update Print Export Compare Visualize Cols Filters Table Horz Bar Reports Demo Sales Rep v Quarter Categories Sales Date 01 07 20 10 30 09 2010 19 Figure 61 57 CENTURY ANALYTICS USER S GUIDE 4 9 Chart Report One of CENTURY ANALYTICS most powerful features is its ability to provide interactive charts of data When performing straightforward 1 D analyses as described earlier one may zoom in to the next level of detail by clicking on link This unique feature is also available through charts A typical Chart report looks like the one shown in Figure 62 generate this report you can use either the wizard the advanced interfaces as described in the previous chapters to view Sales by Month as a horizontal chart bar for the year 2010 and select to view Total Sales Y B Wizard Advanced Favorites Dashb
6. tack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep by Month Sales Date 01 01 2010 31 12 2010 13 30 192 10 DH 60023 23 333 90 2660940 12 31 _ 2010 1424 62202 24 59 27 636 00 2 888 80 10 45 Total 8 Apr 2010 1 738 21 54 23 71 41 203 60 3 760 30 9 13 ooo 50 953 40 6497920 97 B TotaK 8 Ju200 2400 6500 678 660079558 66669280 661325 992 Total 7 Aug 2010 2 132 16 48 19 33 41 207 20 6 069 85 14 73 Total 9 Sep 2010 1 770 621 32 22 59 39 979 90 2 235 50 5 59 O 609232 3990650 556939 28 35 9 Mov 2010 2 164 19 15 26 26 27 06 9 Dec 2010 Figute 54 4 7 Grouping When looking at a particular report one can choose to group the results following a particular categorization As an example Figure 55 shows a report on Sales by Quarter grouped by Sales Rep We can see that a grouped report produces subtotals of the quantities of interest for each of the sales representatives One may change the grouping variable or revert to the simpler analysis given earlier by selecting as appropriate from the Group by dropdown From the Properties options Figure 51 the user can select to hide the group subtotals and view only the report results Figure 56 An alternativ
7. 20 000 0 9 9 9 9 9 9 QN QN QN QN QN QN oet T Figure 36 34 CENTURY ANALYTICS USER S GUIDE Generating Advanced Reports Putting Century Analytics to Work company s performance data It provides a point and click means of specifying the sales data you wish to analyse The initial screen varies according to how many reports are available to the user If there is more than one report after login the user will be directed to the screen displayed in Figure 2 To generate an advanced report the user must click the Advanced link next to the name of the desired report If there is only one report available to the user the initial screen that is displayed can be seen in Figure 5 generate an advanced report the user simply clicks the Advanced link and they will automatically be directed to the advanced screen The Advanced page Figure 37 is a culmination of all options available to the user in the wizard report generating tool Once all the parameters of the report have been set such as the variable by which to analyse the ordering of the data the filters to restrict the data the report will analyse the report can be generated in an instant by pressing the Go button either at the top or at the bottom of the page NTERACTIVE REPORTING provides mote advanced but easy to use interface to your 35 CENTURY ANALYTICS USER S GUIDE Interactive
8. grouping ap Total Sales w Proper SSS esee 55 20000 Banm SF M4 19 OF imm 108 Tahoma 8 100 w Sci v Wizard Advanced Lock Favorites Dashboards Save Update Print Export Visualize Cols Filters Table HorzBar VertBar Pie Line Reports Northwind Demo Customer Top 10 SSS See picem 52253 unus ee COCOS 2522 uer aes vid cede T E Item Alice Mutton Aniseed Syrup Boston Crab Meat Camembert Pierrot Carnarvon Tigers Chai Chang Chartreuse verte Chef Anton s Cajun Seasoning Chef Anton s Gumbo Mix Chocolade C te de Blaye Escargots de Bourgogne Filo Mix Flgtemysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino Grandma s Boysenberry Spread Sales Date 01 01 2010 31 12 2010 e D Alice Mutton Aniseed Syrup Boston Crab Meat Camembert Pierrot Carnarvon Tigers Chai Chang Chartreuse verte Chef Anton s Cajun Seasoning Chef mee Anton s Gumbo Mix Chocolade C te de Blaye Escargots de Bourgogne Filo Mix Proms QUICK QUICK Stop Fl temysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino 5 18 682 10 3 052 55 ERNSH Ernst Handel Grandma s Boysenberry Spread Gravad lax Gudbrandsdalsost Gula Malacca 0 14 678 50 2 650 00 MEREP M re Paillarde 271 57 13 64 17 15 481 00 17 389 20 1 90
9. Report Type T User Manual Analyze Pivot 9 C chart visualize 9 C Compare Northwind Demo Go Administration Report Parameters Report Tasks x renot Analyze By Sales Rep 719 Order By Description Desc a eports Then Wasara Group grouping 71 Categories T Advanced View Al by Tota Sales Last Year oe Start Sales Date 01 01 2010 End Sales Date 31 12 2010 Top 10 Favorites Sales by Month Properties Ear al E Highest Margin b Customize Look amp Feel Categories by Most Profitable Report Filters i Sales Rep Pie C k Add a Textual Filter T decns Dn gt Add a Numeric Filter T Chart of Sales Eh Customer Compar Most Profitable Go 3 Bi Reps vs Categor WwW More Favorites Figure 37 Report Types There are five available types of reports The user can select the report type they wish to view by selecting one of the radio button options of the Report Type section of the page e Analyze a standard one dimensional report which may be grouped and is suitable for producing simple tables e Pivot a two dimensional report which provides a table of results a user may choose to display a number of quantities such as Margin Profit Total Sales or a combined report
10. 4 Peacock 17 941 80 14 46 Suyama 5 046 04 13 82 g ue Nd osse es NC ad Figure 22 2 11 Pivot Report Pivot Report allows the user to compare two sets of data against one another This differs from a comparison report where the same set of data is compared over different time periods To generate a Pivot report the user must first select the Pivot option in the Choose Analysis Report Parameters page Figure 6 In the second page of the wizard for generating Pivot Reports Figure 23 the user must decide on the layout for the report which value shall be displayed along the horizontal and which along the vertical direction The Then drilldown into option determines the second level of report after a report value is clicked For example if the Then drilldown into value is set to Categories when clicking Buchanan in the pivot report all Categories for Sales Rep Buchanan will be displayed 24 CENTURY ANALYTICS USER S GUIDE wep Reports Choose Pivot Report Parameters Wizard Select the desired parameters for your pivot report 1 Pivot Fields 2 Date Range 3 Filters Categories Customer Invoice Item Sales 4 Configuration E E Ho 3 Sales Rep op 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sa
11. For example typing ob in the search box of would result in the following appearing in the Search Results section Uncle Organic Dried Pears and Mishi Kobe Nikku view the full range of values again click the Show All button Once the selection has been made click the Done button When the user returns to the filter page they will see the selected values highlighted Add Numeric Filter By clicking the Add a Numeric Filter link as shown in the bottom part of the filters page Figure 8 another section for filter selection appears which corresponds to filtering any numeric fields that are relevant to the reports This section contains a select list with all the source and result numeric fields that are used to generate the reports Next to it there is a select list of options such as gt gt etc Finally there is a text box in which the user can enter the value of the filter they wish If the between option is chosen from the second list two text boxes appear one should hold the first value and the other the second value of the range that the user wishes to see data for For example a user can select to view only data with margin between 20 and 35 In this case only data whose margin value corresponds to this range appear at the report The user has the option to add more numeric fields by clicking the Add Another Link Up to 5 numeric filters can be add
12. Order By Group By Sales Rep gt Price 1 Desc 48 01690009 properties sidebar Logout s ob 3 16 5 6 un 24 9 Y x S34 Tahoma scs z Wizard Advanced Lock Favorites Dashboards p Update Print Export Compare a Cols Filters Table Horz Bar Vert Bar Pie Line Reports Northwind Demo Sales Rep Date 01 01 2010 31 12 2010 2 7 48 179 25 53 397 00 5 217 75 3 Leverling xe aay 67 892 85 83 699 15 15 806 30 18 88 4 Peacock 4917 106 106 95 124 048 75 17 941 80 14 46 _ ___ Bochanan 2 5 lt lt 5 15 1 Calo 2 57 9 640 00 8 09255 1306 2 Fuller 2 414 54 44 762 95 56 141 50 11 378 55 20 27 8 Callahan 2 356 41 508 20 50 642 15 9 133 95 18 04 6 Figure 50 The way the report results are displayed can also be modified from within the Properties options which on a new popup window when clicking the relative button of the report variables as shown in Figure 51 By selecting Vertical layout the data table can then be displayed in a vertical layout with the labels appearing in rows and the data in 49 CENTURY ANALYTICS USER S GUIDE columns as displayed in Figure 52 By unselecting the option to Show Grand Total the report is shown without the grand total row in horizontal column in v
13. Chart of Sales by Rep vs Quarter Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 31 12 2010 l2 Dashboard Tasks Create New Eh Customer Comparison Report Northwind Demo jbloggs Joe Blogas 0 01 07 2009 31 12 2009 01 01 2010 30 06 2010 E 24 Highest Margin Customers Northwind Demo jbloggs Joe Bloggs 3 01 01 2010 31 12 2010 Saved Reports Help Most Profitable Customers Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 7 Click on the title of a ime 8 Most Profitable Items Northwind Demo jbloggs Joe Bloggs 2 01 01 2010 31 12 2010 E favorites by clicking on 5 the appropriate icon Reps vs Category Sales Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 E Sales by Day Chart Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 E Sales by Month Northwind Demo jbloggs Joe Bloggs 5 Last Year 22 Sales Rep Comparison Chart Northwind Demo jblogas Joe Bloggs 0 01 01 2010 30 06 2010 Sales Rep Pie Chart Northwind Demo jbloggs Joe Bloggs 1 01 01 2010 31 12 2010 2 Supplier Analysis Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 30 06 2010 Top Selling Reps Northwind Demo demo Demo User 0 01 01 2010 31 12 2010 Where Am I Losing Money Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 E Dashboards Hide Shared Title Owner Edit Analyze by Margin jblogas Joe Bloggs E Reps 350995 Joe Bloggs E Reps Details
14. Demo amp IR Website Select Report T User Manual A Administration amp Standard Report Create an analytical report of your data Drill down to see the underlying data and specify how to sort your information as needed Report Tasks Chart Report 5 Similar to a regular report but helps you clearly visualize your data ae C Visualize Report Wizard 4 0224 Advanced Pivot Report pivot report allows you to compare two different data sets against one another This allows you to discover unique correlations in your data Favorites 9559 2 C Comparison Report SPoashboards A comparison report shows differences in your data set over two different periods of time Advanced Reporting Use the traditional Interactive Reporting interface to generate reports Recommended for experienced users only Top 10 Favorites View Favorites ilg Sales by Month Select from one of your previously saved Favorite reports Chart of Sales sp View Dashboar Chart of Sales A Select from one of your previously saved Dashboard reports Customer Compar Highest Ei Most Profitable Most Profitable MG Reps vs Categor Sales by Day E Sales Rep Compa Ya More Favorites Figute 5 2 2 Standard Report When the St
15. Ww More Favorites Once the user has selected the type of Visualization Report they then proceed to the Choose Visualization Configuration page Figure 20 to configure the selected Visualization The user can choose the quantities they would like to view for each visualization set the horizontal axis quantity for visualizations like Seater and Motion and set the minimum and maximum values required in Gauges The latter can either be a constant value set by the user or it can be arranged by selecting one of the available quantities in the reports This page offers the option to add additional Visualizations to be viewed within the same report by clicking the Add Another Visualization link to include up to 9 Visualizations in a single report Once the desired set of Visualizations has been selected the user can decide whether they wish to view nfr auar Vertical a vertical chart visualization It displays tips when hovering over bars Reports Northwind Demo Visualization Type Choose Visualization Format Select the visualization type to represent the data in the report Annotated Time Line View your data as an Annotated Time Line This is an interactive time series line visualization Area Visualization View your data in an Areal Visualization t4 Gauge Visualization View your data in a Gauge Visualization C4 Horizontal Visualization View your data in a Horizontal Bar Visualiza
16. 1 691 85 2 32 0 53 18 98 5 15 15 459 80 7 701 60 19 271 60 8 209 15 50 542 15 2 834 30 1 487 25 2 800 45 2 011 95 9 133 95 18 33 19 31 14 53 24 51 18 04 14 909 40 23 879 60 15 330 10 15 520 90 69 640 00 2 031 25 1 150 70 2 336 55 3 574 05 9 092 55 13 62 4 82 15 24 13 06 4 955 30 6 410 40 2 979 30 4 512 30 18 857 30 1 93 19 11 28 05 14 37 5 940 80 16 893 90 7 639 30 25 667 50 56 141 50 576 85 2 908 90 745 30 7 147 50 11 378 55 9 71 17 22 9 76 27 85 20 27 1 810 20 16 294 60 21 461 60 13 830 60 53 397 00 358 65 448 80 107 80 4 302 50 65 217 75 19 81 2 75 0 50 31 11 9 77 8 317 40 10 914 40 29 658 60 34 808 75 83 699 15 1 072 30 1 657 50 3 213 00 9 863 50 15 806 30 12 89 15 19 10 83 28 34 18 88 4 888 95 2 6 742 75 17 941 80 14 8796 25 8096 14 46 8 082 20 4 109 80 14 670 74 36 511 64 608 30 34 60 4 286 54 5 046 04 13 8296 9 648 90 185 80 Figure 25 26 CENTURY ANALYTICS USER S GUIDE gt Comparison Report Compatison Report is the final report wizard option This report allows the user to compate data over two or four date ranges To generate a compatison report the user selects the
17. 245 10 8 317 40 1 072 30 12 89 9 Dodsworth 294 16 53 16 85 4 859 50 4 955 30 95 80 1 93 7 130 11 17 13 92 61 451 55 1 810 20 358 65 19 8196 5 Buchanan 244 12 66 12 96 3 087 90 3 161 20 73 30 2 32 uu TotaK8 q 2010 BEL 22 2 dep 7 M 7 King 355 44 64 45 90 15 845 80 16 294 60 448 30 2 75 5 Buchanan 534 35 03 35 21 18 704 60 18 804 00 99 40 0 53 3 levern 245 2334 69 256901 609440 66750 1519 1 Davolio 997 22 80 23 95 22 728 90 23 879 60 1 150 70 4 8296 4 Peacock 1 386 20 20 23 72 27 991 35 32 830 30 4 883 95 14 87 9 231 820 4 63160 9728 0 1215 8 Callahan 376 16 53 20 48 6 214 35 7 701 60 1 487 25 19 31 Suyama 0 485 O OOOO 66 66 6747380 3 082 20 ___ 6608 30 77 753 Total 8 Q2 2010 4 869 23 38 25 67 113 847 40 124 967 10 11 119 70 8 90 7 King 584 36 56 36 75 21 353 80 21 461 60 107 80 _ 0 50 21 26 11 6644560 69658600 32130 083 4 Peacock 1 754 22 56 25 54 39 567 15 44 795 20 5 228 05 11 67 1 747 17 39 20 52 12 993 55 15 330 10 2 336 55 15 24 8 Callahan 1 010 16 31 19 08 16 471 15 19 271 60 2 800 45 14 53 1 Figure 13 2
18. Top t Favorites Date Range This Year Date Range Where Am I Losi Start Sales Date 01 01 2010 Start Sales Date El Highest Margin ai End Sales Date 31 12 2010 End Sales Date 31 12 2009 Chart of Sales NUTS Chart of Sales ER Customer Compar k Advanced Most Profitable EH Most Profitable 22 Sales by Day V Rock S6 o 6 Reps vs Categor fills Sales by Month Hore Favorites Figure 26 27 CENTURY ANALYTICS USER S GUIDE Reports Northwind Demo Compare Date Range Choose Comparison Select the desired date ranges for your comparison report 1 Analyze Fields 2 Comparison 3 Filters 4 Configuration Advanced eh Date Range Last Year TopiOFavoribes where Am I Losi Start Sales Date 01 0 1 2010 Start Sales Date D 1101 2003 Highest Margin o E oe Chart of Sales Chart of Sales Ls Customer Compar hal Simple Host Profitable Most Profitable Compare Sales by Day C 22 Repsvscategor Pieka Sales Month Start Sales Date 01 04 2010 12 More Favorites CE 4 4 End Sales Date 20 04 2010 2 Figure 27 An example of a comparison report is presented Figure 28 The following report compares the sales figures from each Saks Rep between the first and second quarter of 2010 Analyze By
19. blank then all the values of this field will be included in the report To reset any filter selections the user can click the Reset link at the top right corner of the filters page Interactive Reporti ng About Change Password Logout jbloggs Wizard Reports Northwind Demo Filter Parameters H Reports Filter Data Wizard Select the desired parameters on which your report should be filtered by Reset 1 Analyze by Fields 2 Date Range 3 Filters Categories 719 4 Configuration 10 Favorites Where I Losi Highest Margin Chart of Sales Chart of Sales Ep Customer Compar Most Profitable Alfreds Futterkiste Trujillo Emparedados y helados Antonio Moreno Taqueria Around the Hom Customer vori _ Invoice No vorl Chai 1 0 2 Aniseed Syrup 3 Chef Anton s Cajun Seasoning 4 mi Item vorl Search icon Most Profitable Sales by Day Sales Rep worlv More Favorites Es Add a Numeric Filter Margin result y between 20 35 26 Add Another Filter lt lt Back Next Finish Figure 8 Not Filter The Not Filter allows the user to conduct an analysis excluding specific elements of a filter In Figure 8 we can see that Sales Rep Fuler will be excluded from any report generated Search Another
20. chosen The Properties link when clicked opens a new window with more options that can be applied to the way the data are displayed see Figure 12 The can select how the data should be displayed the table horizontally with the labels shown in tows and the data columns or vertically with the labels in columns and the data in rows The user can select whether to show hide the Total row or whether they would only like to view only totals by hiding the Report Rows They can select to show hide Group Subtotals in grouped reports They can select to show hide the Other Row when viewing a Top Bottom report and select whether to show hide tows which contain only zeros And they can select to Suppress the report headers when printing or exporting to Excel Clicking the Reset to Current link will reset the properties selection to whatever choices were present when the properties popup window opened Clicking the Reset to Default link will reset the properties to their default values as set in the system preferences on the administration side _ Interactive Reporting a QU Qo QU QI REO IL OD QU QE IE QU Io QU IO QC QD IE SSS Properties Reset to Current Reset to Defaut Layout Horizontal Labels in Rows Data in Cols amp y Show Grand Total Show Report Rows Show Group Subtotals amp y Hide Zero
21. demo Demo User lt lt Back Figure 34 32 36 26 36 98 36 95 26 95 36 26 36 2 xxl CENTURY ANALYTICS USER S GUIDE gt Interactive Reporting 0 Tasks Edit Dashboard 8 reports Dashboard Title Title Enter Title Report 3 Categories by Margin Report 4 Categories by Margin Top 10 Favorites 4 Sales by Month i Highest Margin Layout Type 4 Categories by La C si Most Profitable Single Report 2x1 4x1 North 1 Split 2x1 sales Rep Pie West 1 Split 2 1 West 1 Split 4x1 East 1 Split 2x1 South 1 Split 2x1 Chart of Sales Eh 6 2x2 Grid C 3x2 Grid C 3x3 Grid 2 Consecutive Customer Compar Most Profitable s s mes C 3 Consecutive 4 Consecutive C 5 Consecutive C 6 Consecutive Reps vs Categor Wy More Favorites C 7 Consecutive 8 Consecutive 9 Consecutive Edit Save Dashboard mM Enter a title for the Choose Favorites _ dashboard Select the dashboard layout and P suyapa meo t Report 1 Categories by Margin wish to view in your dashboard Report 2 Categories by Margin Sharing gt Share Dashboard Figure 35 An example of a dashboard report is presented in Figure 36 The dashboard combines information about Margin in different representations combining visual and tabular reports Note also that the user can swit
22. is 41 dl STANDARD REPORT a neas E N 41 AZ REPORT VARIABLES 42 4 3 CENTURY ANALYTICS BUTTONS e HE E eee NE EH en ee dea 43 DREADCRUMBS Sa dite eee kaa 47 AS INA VIGATION TILI ERS Guau nasus a asus d 46 49 d E GROUPING 51 irpoc 55 AIC HART REPORT iesus ono RE DE RENI 56 4 10 VISUALIZATION REPORT 5 65 IL COMPARISON REPORT iiti ete shud Qaqaqa Eee aed 73 GEFTIINGIIPEPiu k uuu 76 CENTURY ANALYTICS USER S GUIDE Overview What All the Excitement 1s About aking the right decisions based on the best information obtainable 18 critical to the survival of every enterprise is a revolutionary new and powerful set of tools designed to enable managers obtain the best data to support their business decisions applications can generate versatile data reports covering all your company s activities and can be readily exported into other systems This manual documents how to get started with and prod
23. report containing a number of options to view the data The play option at the bottom of the graph can demonstrate the development of data over the selected period of time 1116 chart type of the data can be adjusted to bubble columns lines And specific data points can be explicitly trailed and be followed in time 71 CENTURY ANALYTICS USER S GUIDE Analyze By Customer Then By Group By E customer Seles By Week x 2 F Y Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Cols Filters Table Reports Northwind Demo Customer by Week sales Date 01 01 2010 31 12 2010 z Chart type Profit by Week Customer gt olour E EN Qty w 3 000 Size 2 000 Profit Y u 4000 1 504094 Select Antonio Moreno Taqu Around the Horn s00 B s Beverages e eo e Berglunds snabbk p See Delikates Binndel et fils Bon app Bottom Dollar Markets Comidas prep Cactus Comidas para Centro comercial Mo Trails E Z p MM Click to play Profit T T T I T 50 100 150 200 250 300 Figure 78 72 CENTURY ANALYTICS USER S GUIDE 4 11 Comparison Report Another potent option that CENTURY ANALYTICS offers is its ability to compare data across different time periods A typical Comparison report looks like the one
24. shown in Figure 79 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to compare Sa es Rep data between the first and the second quarter of 2010 The comparison report can also viewed in the vertical layout Figure 80 with the labels appearing in rows and the data in columns by modifying the Layout property as shown in Figure 51 Analyze By Sales Rep amp Order By Group By iix v v v ae Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters Tables Horz Stack Stk 96 Vert Stack Stk Line Var Var L Var Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2010 31 03 2010 v01 04 2010 30 06 2010 2 Comparison Variation 1 Davolio 23 879 60 1 150 70 4 82 614 909 40 2 03125 8 970 20 880 55 2 Fuller ees Laveen 17 22 5 940 80 65745 MERI 3 levering _ TEOL EONA 595 ______ _ _____ SEn 4 Peacock 32 880 30 4 888 95 14 87 20 234 50 1 082 05 12 645 80 3 806 90 5 Buchanan 18 804 00 99 40 0 53 3 161 20 73 30 15 642 80 626 10 5 ayama o S eae o MEM 7 King _ 275 81020
25. user wishes to select more than one value from a multi select combo box Clicking on the magnifying glass opens a new page as the one shown in Figure 9 To select a filter value that should be included in the report either highlight it in the Search Results section and click the relevant arrow button or double click it If the search results list contains a large amount of data it may be easier to use the search box The user may enter part or all of the value they want into the box and press Search To view the full range of values again click the Show button Once the selection has been made click the Done button When the user returns to the filter page they will see the values chosen highlighted Selection S supports ranged selection in text box filter fields such as the Invoice field seen in in Figure 38 The character is used as the range indicator Please note that the selection range is inclusive 1 5 3 1s all records including 5 and 3 Examples 5 3 from 5 to 3 inclusive 39 CENTURY ANALYTICS USER S GUIDE e 5 everything less than or equal to 5 8 everything greater than or equal to 8 E G This also works in case insensitive fashion for characters e g E G will select F and G 40 CENTURY ANALYTICS USER S GUIDE Viewing Reports Century Analytics in o demonstrate the flexibility and easy to use functionality of CENTURY ANALY
26. with the May 2010 volume will eive a bat chart of the performance during that quarter similatly to zooming in with the tabular Analyze report As before one may recursively drill down until the greatest level of granularity is attained Just as one can group the results of a simple tabular analysis one can also produce corresponding grouped charts One simply changes the Group by dropdown from No Grouping to the desired grouping option There are several ways in which the data may be grouped within the chart One may produce grouped stacked stacked versions of the bar charts Clicking on the Switch icon alternates the displayed and the grouping by fields A grouped chart looks like the one shown in Figure 64 The stacked version of the same report appears at Figure 65 59 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Group By Sales By Quarter Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Stack Stk 56 Vert Stack Stk Line Reports Northwind Demo Sales Rep by Quarter Sales Date 01 01 2010 31 12 2010 fz 2 0120105 Q2 2010 Q3 2010 Q4 2010 ai m e Ln E T S 5 e o e e e o c e e e C 5 e e e e e e e e CL Gh Resize chart Figure 64 60 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Group By I AJ Custo
27. with all the pivot quantities Chart a one dimensional report containing the desired quantity e g quantity margin in the form of a horizontal vertical bar pie or line chart Grouping by a certain variable results in a grouped or stacked chart e Visualize a dynamic way to view more complicated graphical representations of data The user can select to view multiple quantities within the same plot as well as investigate dynamically their development over time Compare allows the user to compare data across different time periods 36 CENTURY ANALYTICS USER S GUIDE Report Selection The Report select list that appears at the top of the advanced page allows the user to select a different report The select list contains the same reports that appear at the Choose Report page Figure 2 when logging in If the user has access to only one report the Report selection list will contain only that report By changing the report the user is directed to the advanced page specific to the new repott Report Parameters The Report Parameters section allows the user to select the specific information they wish to see at the report and to select how to format the report Report Variables The report variables are the fields by which the user wishes to analyse their data They may specify the following using the drop down list boxes e Analyze By the main variable for which t
28. 0010 2 2 Highest Margin Customers Northwind Demo jblogas Joe Bloggs 3 01 01 2010 31 12 2010 Ei Saved Reports Help Most Profitable Customers Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 22 32 Click on the title of a favorite to execute it I You may edit or remove Northwind Demo 350995 Joe Bloggs 2 01 01 2010 31 12 2010 E 2 favorites by dicking on the appropriate icon Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 E 2 Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 2 Northwind Demo jbloggs Joe Bloggs 5 Last Year 54 Sales Rep Comparison Chart Northwind Demo jblogas Joe Bloggs 0 01 01 2010 30 06 2010 E Email notification sales Rep Pie Chart Northwind jbloggs Joe Bloggs 1 01 01 2010 31 12 2010 2 EH Supplier Analysis Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 30 06 20 10 2 Top Selling Reps Northwind Demo demo Demo User 0 01 01 2010 31 12 2010 iij Where Am I Losing Money Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 E 2 Figure 29 When clicking on Edit icon the user is directed to a screen as the one shown in Figure 30 When on this page the user can change the title of the favorite report schedule it for emails share the favorite with other user s and or groups modify its definitions and apply some deeplinking To schedule emails to be sent to specific emai
29. 1 pm d rm x oc REUS Se eee ee JqAX Hep pe perpe ue HOFIZOn tal AXI HUE 184 Mndonntsl Act le uu eere e 2 Repente etd A TERT SUUM Use Lines Cue dena up o TA Line Thicknesc PCAC SS ps 452 oe oF 40400 22 m gc cce pus 52 um En Hn EE a us dw ERRARE E um Figure 21 Figure 22 displays multiple visualization report with 4 visualizations Scatter Gauge Area and Table showing 2 Visualizations per Row in a report Analyzing by Sales Rep 23 CENTURY ANALYTICS USER S GUIDE Reports Northwind Demo Sales Rep sales Date 01 01 2010 31 12 2010 2 13 Total Sales v Total Costs by Sales Rep B Total Costs 90 000 80 000 5 30 000 c fe 0 0 40 000 80 000 120 000 160 000 Sales Avg Cost Avg by Sales Rep AQ Avg Cost by Sales Rep 3 Profit 30 ila B 2 Buchanan 1 591 85 5 15 Marg 8 Callahan 9 133 95 18 04 20 1 Davolio 9 092 55 13 06 9 Dodsworth 709 70 13 377 2 Fuller 11 378 55 20 27 10 7 King 5 217 75 9 773955 3 Leverling 15 806 30 18 88 D ie n
30. 1 n T d Uu Uu ae gt x o uS RIMIS ht x LE nb pore D oF nuper Tnm c gt Exe EEL 3n oF Figure 66 62 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Order By Group By Display Sales Month All Customer Mogmuping TotalSales 8 PR B Gx Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Bar Pie Line Reports Northwind Demo Month sales Date 01 01 2010 31 12 2010 PPAF A Resize Chart Figure 67 The Properties options in charts can also enhance the information displayed in some of the charts by allowing the user to display Constant lines and or Averages on top of the chart data These options available for Horz Vert and Lime charts and can be set from their properties options as shown in Figure 68 Figure 69 shows a Vert Chart on which a constant line for Target Sales is shown as well as the average Total Sales for the year 2010 63 CENTURY ANALYTICS USER S GUIDE Show Legend Legend Position Legend Title Legend Border Color Show Values Show Values Border Show Constant Line o nstant Line Value X000 onstant Line Label Tame
31. 10 20 6358 65 19 81 16 294 60 6448 80 2 75 621 461 60 6107 80 0 50 13 830 60 4 302 50 31 11 3 Leverling 8 317 40 1 072 30 12 89 10 914 40 1 657 50 15 19 29 658 60 3 213 00 10 83 34 808 75 9 863 50 28 34 4 Peacock 20 234 50 61 082 05 5 35 32 880 30 4 888 95 14 87 44 795 20 5 228 05 11 67 26 138 75 66 742 75 25 80 6 Suyama 9 648 90 6185 80 1 93 8 082 20 608 30 7 53 4 109 80 34 60 0 84 14 670 74 4 286 54 29 22 Grand Total 84 437 50 8 310 30 9 84 141 861 00 14 028 60 9 89 147 879 90 14 918 60 10 09 151 611 09 40 760 99 26 89 Figure 59 From a pivot report one may zoom in to a greater level of detail in two different ways You may click on a Row heading this will produce a simple report which has been filtered to only include data from the row clicked For example clicking row heading King of Figure 58 generates the standard report of Figure 60 Data figure this will produce a simple report filtered to include only those data that contribute to this particular figure i e filtered to include data from both the relevant row and column Clicking a data value from within the table results produces such a report For example clicking the Tota Sales data number for Callahan Q3 2010 of the report of Figure 58 generates the standard report of Figure 61 56 CENTURY ANALYTICS USER S GUIDE
32. 16 2 10 VISUALIZATION REPORT u m u 20 0 i asas 24 2I COMPARISON TOR uu ous tasas au amupa M ya us d 27 ZMIJ ADVANCED REPORTING uuu y e EIE 26 2 1 RI NUES 29 243 VIEW DASHBOARDS etse re icis 32 GENERATING ADVANCED REPORTS 35 DT IREPORT E 36 Ju REPORT SELECTION iiit i ei b ab tpe epist 37 CENTURY ANALYTICS USER S GUIDE 222 37 IA REPORT 5 M 37 J 9 REPORT ORDERING ORDER BY iiie ao ee i ee 37 3 6 REPORT GROUPING GROUP BY iilius i u iet niei 37 3 7 QUANTITY OF DATA DISPLAYED VIEW BY 38 3 0 IREPORT DATESi Tcr 3 PROPERTIES e eee ou e ea enne deus RU o ra ode 3 JU CUSTOMISE 38 JH REPORT etie IN Mrd E Ie adn 38 SEARCH ICON TE M 39 JALI RANGE SELECTION NE 39 VIEWING REPORTS crisci a ua u endet made ue
33. 4 4 849 40 Lt 5 Grains Cereals 1 852 4 019 30 Sales 6 Meat Poultry 2 010 20 763 89 2 Condiments 2 430 17 105 05 8 Seafood 2 548 10 558 30 3 Confections 3 462 20 400 25 1 Beverages 3 766 12 070 70 4 Dairy Products 4 223 2 049 60 Price everages Ava Cost y Product ON 24 Figure 71 The has the option to format visualizations in report according to their needs by selecting to set specific properties to each visualization by clicking the Properties icon adjacent to each visualization In addition the user can set the dimensions of each individual visualization by clicking the dimensions icon next to the graph A popup window shown in Figure 72 will then open The user set the width and the height of the visualization selected By clicking the Apply option the user can then apply the selected dimensions to all the visualizations present in the report Int eractive Resize Chart Report width 380 Height 300 Apply to All M Figute 72 The tabular visualization can be enhanced by choosing to present data formatted based on a selection of threshold values There are three ways to format the data by arrows bars and colours The type of formatter can be set by clicking the tabular visualization properties button to open a new w
34. 4 281 130 485 826 478 3 908 Total Sales 3 161 20 15 459 80 14 909 40 4 955 30 5 940 80 1 810 20 8 317 40 20 234 50 9 648 90 84 437 50 oaio MM v a EE CF DE Profit 73 30 2 834 30 2 031 25 95 80 576 85 358 65 1 072 30 1 082 05 185 80 8 310 30 Mamme 232 83 19 98 129 5394 _ 1994 99 Total Sales Var 15 642 80 7 758 20 8 970 20 1 455 10 10 953 10 14 484 40 2 597 00 12 645 80 1 566 70 57 423 50 Profit Var 26 10 1 347 05 880 55 683 00 2 332 05 90 15 585 20 3 806 90 422 50 5 718 30 Figure 80 To view a comparison report as a chart the user must click on any of the comparison chart buttons Changing the format of the comparison report of Figure 79 to chart will generate Figure 81 It is also possible to view chart reports of any variation field present for example Total Sales Var of Figure 79 by clicking any variation chart button Such a report is shown in Figure 82 Pie charts are not available on comparisons Note also that the charting options are not available in grouped comparison reports 73 CENTURY ANALYTICS USER S GUIDE Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Fil Reports Northwind Demo Sales Rep Comparison Total Sales Pm Sales Date 01 01 2010 31 03 2010 v01 04 2010 30 0
35. 6 2010 2 D Total Sales Comparison Sales Rep ordered by Description m m Davalio Dodsworthf Legend EE 0 1 04 2010 30 065 2010 01 01 2010 31 3 2010 LeverlingPe Chart size ne Figure 81 74 CENTURY ANALYTICS USER S GUIDE Analyze By _ Sales Rep _ m ux sx S lt Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Stack Stk 96 Vert Stack Stk Line Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 01 04 2010 30 06 2010 J 3 Total Sales Var Comparison by Sales Rep ordered by Description Buchanan Callahan Davalio Dodsworth Suyama ch hh h tti a m m im e 4 I3 em rr x e 3 a E e a e e e e 75 CENTURY ANALYTICS USER S GUIDE Getting Help What to do if you re lost having problems signing in or if you feel that data that should be available is not visible your principal resource should be your system administrator or the person assigned to support Century Analytics within your otganization The assigned support person will contact the Century support team if an issue needs to be escalated The Century support team can be contacted at support censofinc com F or any problem that yo
36. 795 20 28044 11 67 Peacock 1942010 94 o v ue 26 138 75 0 25 80 L King 03 2010 636 56 636 75 21 353 80 21 461 60 107 80 0 50 aa aa aa aa aa aa aa u U u aa aa u ma aa aa Figure 57 54 CENTURY ANALYTICS USER S GUIDE 4 8 Pivot Report A typical Pivot report looks like the one shown in Figure 58 To generate this report you can use either the wizard or the advanced interfaces as described the previous chapters to view Sales Rep vs Sales by Quarter tot the year 2010 and select to
37. 8 20 TORTU Tortuga Restaurante 97 45 20 60 31 4 384 50 5 850 00 1 465 50 RATTC Rattlesnake Canyon Grocery 411 32 55 35 60 13 377 00 14 632 90 1 255 90 HUNGO Hungry Owl All Night Grocers 346 14 43 17 78 4 992 50 6 151 70 1 159 20 PICCO Piccolo und mehr 140 88 93 96 71 12 450 00 13 540 00 1 090 00 BLONP Blondel p re et fils 228 26 40 30 64 6 020 00 6 986 00 966 00 SIMOB Simons bistro 58 172 66 182 00 10 014 40 10 556 00 541 60 QUEEN Queen Cozinha 122 84 71 86 14 10 334 30 10 509 40 175 10 Other 4 229 17 28 19 58 73 076 75 82 814 85 9 738 10 Grand Total 11 7 134 24 92 28 29 _ 177 788 50 201 790 65 24 002 15 Figure 48 The date range that determines a report can be modified more interactively from the same report page by clicking the calendar icon next to the date range page like the one shown in Figure 49 enables the user to select a new date range their report The lt lt and gt gt buttons change the date range backwards and forwards by the same amount of time as the one used to generate the report In the example report of Figure 39 clicking the lt lt button would have generated reports for the year 2009 or clicking gt gt button would have generated reports for the year 2011 As another example if a user had generated a report for April 2005 the lt lt and lt lt but
38. 81 2 75 0 50 31 11 8 317 40 10 914 40 29 658 60 34 808 75 1 072 30 1 657 50 3 213 00 9 863 50 m ee it 32 880 30 44 795 20 26 138 75 5 228 05 6 742 75 11 67 25 80 4 109 80 14 670 74 34 60 4 286 54 2 Figure 58 55 CENTURY ANALYTICS USER S GUIDE Buttons for pivot reports are similar to the ones for a standard report with the only difference appearing at which charting options are available for the pivot reports Data may horizontally and vertically charted and displayed both stacked and group format Pie charts are not available on pivots Note also that the charting options are not available in grouped pivot repotts The navigation filters section of the report now displays the list of variables that have been selected for the pivot report In the report of Figure 58 the display shows Total Sales Profit and Margin since all pivot quantities have been selected for this particular report The colour and size of the display fields matches the one used within a table as an indicator of which number in the table represents which variable If only one pivot variable is selected this formatting is dropped The switch table format icon next to the pivot display quantities changes the layout of the pivot table between the one shown in Figure 58 in which the pivot data are shown vertically in one cell an
39. 9 Chart Report The generation of a Chart report is very similar to that of a Standard report with only two variations The first is the extra wizard Choose Chart Format page that allows the user to select the type of chart they wish the data to be displayed as shown in Figure 14 This page appears after selecting the Chart option from the Choose Analysis Report Parameters page Figure 6 and contains four charting types The user simply clicks the chart type they wish for their report display 16 CENTURY ANALYTICS USER S GUIDE Interacti Reports Northwind Demo Chart Type Choose Chart Format Select the chart type to represent the data in the report 1 Chart Format 2 Analyze by Fields 3 Date Range 4 Filters 5 Configuration iw Horizontal Chart View vour data in a horizontal bar chart This option may be better for printina on standard paper i3 Line Chart Line charts are qood for tracking data over a long period of time Use a line chart to see how data fluctuates 3 Pie Chart Create a pie chart to better visualize what data contributes the most to your total results Top 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sales by Day Reps vs Categor Sales by Month i More Favorites t3 Vertical Chart View your data
40. CENTURY ANALYTICS USER S GUIDE Volume CENTURY ANALYTICS Analysis and Reporting Solution CENTURY ANALYTICS VERSION 33 USERS MANUAL CENTURY ANALYTICS USER S GUIDE CENTURY ANALYTICS Century Analytics User s Guide CENTURY SOFTWARE INC 4825 FRANKLIN POND NE ATLANTA GA 30342 877 221 1972 WWW CENSOFINC COM CENTURY ANALYTICS USER S GUIDE T able of Contents OVERVIEW E 3 GETTING STARTED EE NER isa Ina i I ME 4 CHOOSE REPORT uuu pumunta Waaa ete eMe Ie ayapa 5 1 2 JOUTAVORITES eU EE Pe uu eH d rude 3 1 3 ABOUT pem n 6 NET Dia D EN Uds 6 m ieu m mI du m Hd 6 GENERATING WIZARD REPORT S cinso i EDIT DEED QUI von eR 7 Z iie e i eH E t eH E e I eH 7 2 2 STANDARD REPORT isst etn tei eiie Vio eie iei 8 2 9 CHOOSING THE DATE RANGE ait 9 PIETERING DATA i opt Dina u s s 11 ZED NOTE IL RE 11 MIU 11 2 PADD IN OMERIC FILTER 13 2 6 CHOOSE ER UR SEU eue I4 2 9 C HARI REPORT
41. Comparison option from the Choose Analysis Report Parameters page Figure 6 The user then follows the same set up format as the standard report with one difference The Choose Date Range page of Standard report has been replaced by the Choose Comparison page as can be seen in Figure 26 Here the user is provided with a number of options First the user must select the date type for which they wish to create the comparison report Some reports may offer more than one type of date e g 2 00 06 dates sales date and delivery dates which can be selected from the Compare list Second the user must decide whether they want to compare two or four date ranges To compare data over four date ranges the user must click on the Advanced link The display will change to that of Figure 27 Once the date type and the complexity levels have been decided the user must then enter the desired date ranges This can be done in exactly the same way as it was described in the date range selection of standard reports Figure 7 Interactive Reporting _ About Change Password Logout bloggs Wizard Reports Northwind Demo Compare Date Range Reports Choose Comparison Wizard SES D Select the desired date ranges for your comparison report D Analyze by Fields 2 Comparison 3 Fi ters Sales 4 Configuration Advanced Compare with
42. IDE Group By grouping _ jq YS Wizard Advanced Favorites Dashboards Save Print Compare Visualize Cols Filters Table Reports Northwind Demo Sales Rep Sales Date 01 01 2010 31 12 2010 2 3 Visualization Dimensions Total Costs Total Sales by Sales Rep 2 Avg Cost Avg Price Margin o by Sales Rep Visualization Avg Cost Buchanan Properties vg Cos Callahan Te Margin Davolio 30 Dodsworth Fuller 20 King Levering 10 Suyama 0 _ 9 74 so om gor ow ES NM ral Profit Sales Rep Fi Profit Total Costs by Sales Rep B ictal Costs Profit 924000 60 000 30 000 0 Mos Figure 70 Additional visualizations can be seen in Figure 71 which shows different parts of data in a tabular gauge and scatter representations 66 CENTURY ANALYTICS USER S GUIDE Analyze Then By Order By Group 7 Q Categories s Customer zi 190 7147 j Nogrouping m j 71 d p GR w HB B Y Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Cols Filters Table Reports Northwind Demo Categories Sales Date 01 01 2010 31 12 2010 2 D 7772 7 7722 z P S Category Categories Qty Profit Total 7 Produce 1 30
43. Logout link logs out the current user whose user name is shown after the semi colon In Figure 2 user s name is 70 0007 as can be seen in top right corner Once the logout link is pressed the user is directed to the main login screen Figure 1 CENTURY ANALYTICS USER S GUIDE Generating Wizard Reports Putting Century Analytics to Work your company s data It provides a point and click means of specifying the sales NTERACTIVE REPORTING provides a simple and easy to use interface to access data you wish to analyse 2 1 Report Type The Report Type page Figure 5 allows the user to choose from one of six options in generating a repott e Standard Report to generate Analyze by reports by using the wizard interface e Chart Report to generate Chart reports by using the wizard interface e Visualize Report to generate Google Visualization Gallery reports by using the wizard Interface e Pivot Report to generate Pivot reports by using the wizard interface Comparison Report to generate Comparison reports by using the wizard interface Advanced Reporting to use the more complex CENTURY ANALYTICS interface for the generation of reports e View Favorites to view and select reports from previously saved favorites e View Dashboards to view and select reports from previously saved dashboards CENTURY ANALYTICS USER S GUIDE IR Links Reports Northwind
44. NTURY ANALYTICS pages reports The last breadcrumb link allows the user to edit the last report query via the advanced ot wizatd pages 4 5 Navigation Filters The navigation filters part of the report page contains all the non date and date filters that have been applied to the report Apart from displaying useful information the user also has the option to modify these filter values from the report page itself For non date filters a new filter value can be selected by changing the value of the select list that appears next to the filter name for example in Figure 39 by changing the value of to Buchanan Another way 15 to click on the search icon next to the select list to make a single or multiple filter selection The lt lt and gt gt buttons navigate to the previous and next values in the select list respectively When a large numbet of filter values are selected only the first 20 values are displayed on the report page but a appears next to the list of filter values which when clicked shows all the filter values selected as seen in Figure 48 Finally a filter can be removed by clicking the delete icon next to its value If a filter 1s of the text format the select list that enables navigation does not appear and the user can choose a new value by clicking the search icon Analyze By Then By Order By Group By View By E P Customer Y 10 __ Customer vj Profit Desc 42
45. Rows ep Suppress Headers in Print Excel Figure 12 The Customize Look and Feel link in Figure 11 when clicked allows user to format appearance of the report by selecting the Font family the Font size and colour The width of the table can also be selected The Show Page setting provides a selection of options with respect to how many data should appear on a report page There are four numeric options 50 100 200 and 500 and two non numeric options with scrolling and w o scrolling The numeric options correspond to how many records will appear at a report page If the report contains more records than this selection the remaining ones will be shown at subsequent pages holding the same amount of data For example if a user selects to show 100 results pet page a report that contains 360 records will be shown in 4 pages If the option All with scrolling 15 selected the whole set of data will be shown at a scrollable table within the borders of the browser screen Otherwise if the All w o scrolling option 15 chosen the whole range of data will be shown on the browser window extending as long as it takes without additional scroll bars 15 CENTURY ANALYTICS USER S GUIDE Figure 13 shows the first level of a report after following a set of selections from the wizard pages as described above The following settings have been used to generate this example report Sele
46. TICS we utilize the Northwind Traders database to generate reports In a similar fashion to our example reports CENTURY ANALYTICS can analyse your company s data within minutes 4 1 Standard Report A typical Standard report looks like the one shown in Figure 39 To generate this report you can use either the wizatd or the advanced interfaces as described in the previous chapters to set Analyze by to Customer Then by to Item order the results by Profit view Top 10 records by Sales set the initial and final dates to the beginning and end of 2010 respectively and filter the data by Sales The report page contains five parts the report variables section on the page header the Century Analytics functionality buttons the Breadcrumbs the date and non date Navigation Filters and the Report Results Analyze By _ 7 p Then By __ Customer 10 v Item z IT T y Y Or qe IR BUTTONS Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz Bar VertBar Pie Line Reports Northwind Demo Customer Top 10 BREADCRUMBS REPORT RESULTS Sales R 499 NAVIGATION FILTERS Sales Date 01 01 2010 31 12 2010 2 wey Profit Desc 148 Ernst Handel 241 27 15 65 542 50 7 696 20 14 99 LILA Superm
47. Table Reports Northwind Demo Categories Sales Date 01 01 2010 31 12 2010 2 D Category Categories Qty Total Costs Total Sales Profit 1 Beverages 3 766 4 106 784 00 118 354 70 12 070 70 2 Condiments 2 430 30 095 00 UM 47 200 05 17 105 05 3 Confections 3 462 4 53 638 60 UE 74 038 85 20 400 25 4 Dairy Products 4 223 99 644 00 697 594 40 62 049 60 5 Grains Cereals 1 852 34 751 50 38 770 80 4 019 30 6 MeatjPoultry 2 010 44 419 20 1555 183 09 20 763 89 7 Produce 1 304 4 45 103 50 WEE 20 254 10 4 849 40 8 Seafood 2 548 4 33 335 20 164389350 10558 30 Figure 74 The gauge visualization also allows the user to view either a set of gauges for all the results returned for the selected by option or to select only a single gauge to display associated with one of Analyze by results or with the select which gauge s to view the user must click the properties button for the gauge visualization to open a new window Figure 75 and select which value to show Reset to Current Reset to Default Caption queen Show Red Yellow Condiments Green r iL E d Produce Figure 75 Figure 76 shows different gauge visualizations one with all the Ca egorzes displayed one with only the Dairy Products gauge and one with the
48. Then By Order By Group By Var _ Sales Rep _ Sales By Quarter Qty Z Desc z _J Nogoupig F proper 12 ebd y Y FEE EAE Reports Northwind Demo Sales Rep Comparison ses Date 9 Fuller 804 16 893 90 2 908 90 17 22 281 5 940 80 576 85 9 71 10 953 10 2 332 05 2 5 Buchanan 534 18 804 00 99 40 0 53 244 3 161 20 73 30 2 32 15 642 80 26 10 2 13 Advanced Reporting The Advanced Reporting option directs the user to the advanced reporting interface for generating reports This option refers mainly to users that have greatly familiarized themselves with CENTURY ANALYTICS and can create their reports from a more compact page than the simple wizatd pages Ihe Advanced Reporting tool is explained in more detail in Chapter 4 28 CENTURY ANALYTICS USER S GUIDE View Favorites The View Favorites option directs the user to a list of predefined reports as shown in Figure 29 The list contains all previously saved reports that the user has generated Any favorite reports that other users have created can also be shown if they have given access to their favorites to be shared with the current user for example the favorite Top Selling Reps of Figure 29 The current user may choose not to view any shared favorites by clicking on the Hide Shared Link at the top of the Favorites Lis
49. Time Line this is interactive time series line visualization It can be used in standard Date reports or in Date Grouped reports Area an area chart visualization It displays tips when hovering over points It cannot be used in grouped reports Gauge each numeric value of the report is represented as a gauge Horizontal a horizontal chart visualization It displays tips when hovering over bars e Line a line chart visualization It displays tips when hovering over points 20 CENTURY ANALYTICS USER S GUIDE Bs 1 a i So Motion a dynamic chart that explores several indicators over time It can be used only in Date Grouped reports Pie a pie chart visualization It displays tips when hovering over slices It cannot be used in grouped reports Scatter a scatter chart visualization that is used to map correlation between sets of numbers It cannot be used in grouped reports Table a tabular visualization of the data It can be enhanced by the use of data formatters like Arrows Bars or Colours It cannot be used in grouped reports Wizard Visualization Format rrp Advanced Top 10 Favorites Chart of Sales Chart of Sales Customer Compar Highest Margin Most Profitable Most Profitable Reps vs Categor Sales by Day C Sales by Month Sales Rep Compa
50. Total gauge only 69 CENTURY ANALYTICS USER S GUIDE amp Iu Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Cols Filters Table Reports Northwind Demo Categories Sales Date 01 01 2010 31 12 2010 5 Avg Cost by Categories nfections V Avg Gost g at Product ost everages Cost 24 34 at Poultry qd 29 22 Figute 76 The Visualize report also allows for the generation of an animated time series chart as shown in Figure 77 This type of visualization report is best to follow a time series line of data with the ability to zoom into the data on time ranges of days months or yeats and with annotated text to display the data as scrolling through time 70 CENTURY ANALYTICS USER S GUIDE Analyze By Then By x Sales m Week _ T JA m Customer _ Ne Wizard Advanced Favorites vem Print Cols Filters Table Reports Northwind Demo Week Sales Date 01 01 2010 31 12 2010 Total Costs Total Sales by Week Total Costs 5 13 k Total Sales 8 17 k June 12 2010 18 Figure 77 Another powerful Visualize report that explores several indicators over time is visualization which applies only to reports grouped by a Date field Figure 78 This is complicated
51. andard Report option is selected and the Next button clicked the user is directed to the Choose Analysis Report Parameters page As can be seen from Figure 6 a number of options must be selected at this time gt Interactive About Change Password Logout siblogas Wizard Reports Northwind Demo Analysis Parameters is Reports Choose Analysis Report Parameters Wizard Select the parameters on which your report should be created 1 Analyze by Fields 2 Date Range 3 is TT First examine Then drilldown into 4 Configuration C Categories Customer Y Advanced Customer Then drilldown into 8 Categories 10 Favorites Invoice No chart of Sales Item chart of Sales Eh Customer Compar Q Sales by Day y Highest Margin Sales Group Most Profitable Sales Rep Most Profitable Suppliers 33 Reps vs Categor Sales Day Sales by Month zm SalesRepCompa W More Favorites Figure 6 The first option to select is the list on the left side of the screen under the First Examine title This is the value upon which the first level of data is shown when the report is generated In the above example of Figure 6 the Saks Rep has been chosen This will result in report on Sales Rep data being generated CENTURY ANALYTICS USER S GUIDE The next options to s
52. ch between different dashboards by clicking on the required dashboard name on the tab panel on the top of the page To return to the main Dashboards list the user must click the Back tab 33 CENTURY ANALYTICS USER S GUIDE Analyze by Margin Reps Reps Details Categories by Margin View More Highest Margin Customers Custno Customer Avg Cost Avg Price Margin GOURL Gourmet Lanchonetes 33 15 30 00 10 49 WILMK Wilman Kala 17 37 16 30 5 57 SANTG Sant Gourmet 21 39 20 63 3 70 DUMON Du monde entier 21 31 20 68 3 0596 VINET Vins et alcools Chevalier 21 40 21 30 0 50 Oc ano Atl ntico Ltda 16 23 16 51 1 68 QUEEN Queen Cozinha 47 87 48 80 1 89 RICSU Richter Supermarkt 22 94 23 63 2 92 TRADH Tradi o Hipermercados 36 49 37 75 3 32 HUNGC Hungry Coyote Import Store 12 72 13 17 3 45 Sales by Month View More PRINI Princesa Isabel Vinhos 19 71 20 64 4 51 CONSH Consolidated Holdinas 13 83 14 59 5 19 REGGC Reggiani Caseifici 15 91 16 81 5 37 LONEP Lonesome Pine Restaurant 22 67 24 03 5 65 diodi FRANK Frankenversand 19 78 21 19 6 65 B Total SUPRD Supr mes d lices 22 22 23 82 6 7195 Sone PERIC Pericles Comidas cl sicas 16 62 17 83 6 81 MORGK Morgenstern Gesundkost 34 66 37 20 6 85 60060 DRACD Drachenblut Delikatessen 8 01 8 61 6 90 SIMOB Simons bistro 71 03 76 40 7 03 40 000
53. ct Report Type Standard Report Choose Analysis Report Parameters Examine is set to SalesRep the top Then drilldown into is set to Customer and the final Then drilldown into is set to Categories Choose Date Ranges This was set to Last Year e Filter Data All fields in the filter data were set to except for Sales Rep for which the value Fuler has been excluded from the report with a NOT filter Choose Report Configuration Group By was set to Sales by Quarter while Order By was set to Avg Price Analyze By Order _ Group Pi Sales Rep 7j All v Customer ain Price Desc z P 5 TIZI vj M ml Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep by Quarter sales Rep NOT v Fuller 499 jales Date 01 01 2010 31 12 2010 2 mes me ma c Margine 8 Callahan 50 628 26 61062550 15 459 80 2 834 30 O 28 3396 4 Peacock 826 23 19 24 50 19 152 45 20 234 50 1 082 05 5 35 1 Davolio 623 20 67 23 93 12 878 15 14 909 40 2 031 25 13 62 6 Suyama 478 19 80 20 19 9 463 10 9 648 90 185 80 1 93 3 Leverling 485 14 94 17 15 7
54. d the one in which the data are displayed horizontally with each data value shown in its own individual cell Figure 59 Analyze By Order By Group By Display P E FI Em E E LE ER J E ap r te waw dece el Serna 5 19 Lex gt E E E m di m 8 sr 100 J Wizard Advanced Lock Favorites Dashboards Save Update Export Cols Filters Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep v Quarter Sales Date 01 01 2010 31 12 2010 2 gt Display Total Sales Profit Margin F gt Q1 2010 Q2 2010 Q3 2010 Q4 2010 TotalSales Profit _ Margin Total Sales Profit Margin Total Sales Profit Margin Total Sales Profit Margin 5 Buchanan 3 161 20 73 30 2 32 18 804 00 99 40 0 53 2 634 40 47 25 1 79 8 252 40 1 566 40 18 98 8 Callahan 615 459 80 2 834 30 18 33 7 701 60 1 487 25 19 31 619 271 60 2 800 45 14 53 8 209 15 2 011 95 24 51 1 Davolio 14 909 40 2 031 25 13 62 23 879 60 1 150 70 4 82 15 330 10 2 336 55 15 24 15 520 90 3 574 05 23 03 9 Dodsworth 64 955 30 95 80 1 93 6 410 40 677880 1215 2 979 30 656930 19 11 4 512 30 1 265 80 28 05 2 Fuller 5 940 80 6576 85 9 71 16 893 90 2 908 90 17 22 7 639 30 6745 30 9 76 25 667 50 7 147 50 27 85 7 King 1 8
55. e table structure can also be used for the grouped reports by selecting the Columns option from the Group Layout option of the Properties in which the group values are shown in separate columns in the left part of the table as shown in Figure 57 51 CENTURY ANALYTICS USER S GUIDE Order By Quarter Lig di m Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table H Reports Northwind Demo Quarter by Sales Rep sales Date 01 01 2010 31 12 2010 pee sax um 9 9620902909620 92 ANN unii E Price TotalCosts 7 TotalSale NO RE BASA Parure deterrere Figure 55 52 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Order By Sales By Quarter All Customer yi RES B Y Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Reports Northwind Demo Quarter by Sales Rep sales Date 01 01 2010 31 12 2010 2 2 MR EN TR GM NOG I IE ad T O l EO O a Margin ER Ed p EE ERE og UPSPSRCPCRSPSPCROPCPCTORPPCUOI 8 317 40 t t
56. ed for a report generation If the user wishes to remove any of these filters they can click the delete icon next to the filter options 13 CENTURY ANALYTICS USER S GUIDE Choose Report Configuration The final section of the report wizatd 1s choosing the report configuration Figure 11 This contains four segments Order By Group By View By Properties and Customize Look and Feel Interactive Reporting About Change Password Logout 00995 Wizard Reports Northwind Demo Configuration Reports Choose Report Configuration Wizard Select the desired parameters that configure your report further such as report grouping ordering view top by 1 Analyze by Fields display quantities and look amp feel 2 Date Range 3 Filters Desc Hultiple Order by Asc 2 Totals Top 10 Favorites Where Am I Losi View Total Sales it Highest Margin I Chart of Sales Chart of Sales Customer Compar 4 Configuration Order By Avg Price Do Advanced Then Description Group by Sales By Properties T Customize Look amp Feel amp width 100 gt Most Profitable Most Profitable Show in Al w Scrolls Sales by Day 25 Reps vs Categor illu Sales by Month lt lt Back Finish i More Favorites F
57. elect correspond to the deeper levels of the report These can be seen on the right side of the page under the heading Then drilldown into There will be a list of these dropdown boxes to select from their level within the report being reflected by their position from the top of the page In the above example the second Level option is set to Customer and the third level option is set to Categories When the report is generated data presented will be for Saks Rep When a specific Sales Rep is selected say the data generated will be the customers specific to this Sales Rep When a specific customer is then selected such as Handel the data generated for the next level of the report will be the data for the categories supported by the customer Ernst Handel whose sales is The customer may have other sales reps but their information will not be included the report The Wizard sidebar menu offers a list of options to enable the user to navigate between general pages of when setting up the report The Report link redirects the user to the Choose Report page of Figure 2 e The Wizard list links allows the user to navigate between the various wizard pages Only links to previously visited wizard pages are activated with all other links being greyed out until the pages are visited e The Advanced link redirects the user to the advanced interface for the report ge
58. ercado 182 614 48 2 635 40 5 1160 760 222 Eastern Connection oam o 4 013 00 744 50 18 55 Victuailles en stock 8 _ _ 626 06 35 15 2 085 00 2 812 00 672700 25 85 Rattlesnake Canyon Grocery _ 343 24 36 26 33 8 357 10 9 030 60 673 50 7 45 Bergundssmabbk p _ essa 63192 65 es 19 89 _ Save a lot Markets 65 14 Bon app 117 25 13 29 15 2 940 60 3 410 40 469 80 13 78 Hungry Owl All Night Grocers 103 26 56 30 18 2 735 50 3 109 00 373 50 12 01 41 CENTURY ANALYTICS USER S GUIDE Figure 39 Report Variables The report variables section at the header of the report page allows the user to modify their report without the need to return to the wizard or advanced interfaces The user can change any of the report variable options to generate new reports e Analyze by determines the first level of data for the report e Then by allows the change of the secondary level of report e Order by determines the ordering of the data Clicking icon next to the Order by dropdown list opens a popup window like the one shown in Figure 40 which enables the user to add multiple order by options when generating the report A report can be created with a maximum of 3 Order by fields Group by determines how to group the results following a
59. ertical layout see Figure 53 When a Top Bottom selection is applied selecting to view the Show Other Data the results will include a row with the sum of the remaining data as shown in Figure 39 By unselecting the option to view the Show Report Rows only the totals of a report can be displayed see Figure 54 By selecting to Suppress Headers from Excel and printout reports all the information displayed by the filters and date ranges data 15 not shown ec d uu Qu QU T Reset to Current Reset Defaut Layout Horizontal Labels in Rows Data in Cols T Group Layout T Show Grand Total T Show Report Rows 2 Show Group Subtotals 2 Hide Zero Rows 49 Suppress Headers in Print Excel 9 Reports Northwind Demo Categories sales Date 01 01 2010 31 12 2010 4 2 Total Costs 44 419 20 106 784 00 45 103 50 E 99 644 00 53 638 60 34 751 50 5 30 095 00 33 335 20 447 771 00 Total Sales 65 183 09 118 854 70 40 254 10 97 594 40 74 038 85 38 770 80 47 200 05 43 893 50 525 789 49 Profit 20 763 89 61207070 4 849 40 2 049 60 20 400 25 4 019 30 17 105 05 10 558 30 78 018 49 Margin 31 85 10 16 12 05 2 10 27 55 10 37 36 24 24 05 14 84 Figure 52 50 CENTURY ANALYTICS USER S GUIDE Analyze By Order By G
60. h chart and Figure 17 those associated with a Horizontal or Vertical chart These sets of properties can greatly enhance the performance of chart reports as they can allow the user to set the Look amp Feel of charts assign Constant and Average lines adjust Min and Max values of the axes and many more A list of all the chart properties with their description is shown in the Administration Manual Properties Reset to Current Reset to Defauit Suppress Headers in Print Excel Show Caption o Caption Show Legend o Legend Position Legend Title Legend Background Color T Legend Border Color 000000 _ o Exploded T Segments NEN Show Values o Show Values Border M o Show All Unit Axis Text Fill Style T Pie Label Mode inside T More Figure 16 18 CENTURY ANALYTICS USER S GUIDE Suppress Headers in Print Excel Show Caption ey caption Show Legend Legend Position Fight Legend Legend Border Color 5how Values Show Values Border Show Constant Line Constant Line Value Constant Line Label Constant Line Color 0000 Constant Line Thickness Constant Line Style soia E Show Average Line Style Solid Ej Line Symbol Type Circle Filed E Line Symbol Width Line Thickness Show All Unit Axis Text Unit Axis Scale Mode Uni
61. ields can appear in the table can also be modified by selecting the field of interest and clicking the up down arrows that exist next to the Show header of the right panel When the user is finished with their selection the Done button must be clicked to return to the report page which will now contain the new collection of fields e Filters allows the user to apply new filters or modify existing filter values When this button is clicked a new window opens as the one shown in Figure 47 The user can then select which textual and or numeric filters to apply to the report When the user is finished with their selection the Done button must be clicked to return to the report page e Table displays the report at a table format as shown in Figure 39 e Horz bar displays the report as a horizontal bar chart e Vert bar displays the report as a vertical bar chart e displays the report as a pie chart e Line displays the report as line chart 44 CENTURY ANALYTICS USER S GUIDE Fonts allows the user to select the font family size and colour they prefer for viewing the report e Width allows the user to set the width of the table e Paging allows the user to select how many data to view at a page or select whether to view data with or without scrollbars Interacti v Es Reports Northwind Demo Customer 10 Save Report Save Report Save current
62. igure 11 The Order By option specifies the manner in which a report should be ordered For example the sales data for Sas Reps can be ordered Avg Price When the report is generated the Sas Reps will be listed in order of the highest Avg Price Please note that this does not apply to grouped charts pivot or comparison charts The user can have up to 3 Order by fields by clicking the plus icon next to the Order by options Then a new order by field appears remove the extra order by options the user must click the delete icon next to the additional order by field The Group By option selects a variable by which a report is to be grouped For example the sales data for Sales Reps can be divided into quarterly segments by selecting Sales by Quarter from the drop down menu Also the way the grouped report data should be displayed can be selected The data can either be viewed with the group values shown in individual columns by selecting the Cols option or with subgroups separated by the group totals by selecting the option Totals The View By option specifies a selection of data to be visible at a report The View list contains several options e All to select all the data e 5 100 to select the top 5 100 results 14 CENTURY ANALYTICS USER S GUIDE e Bottom 5 100 to select the bottom 5 100 results The associate By field is the value upon which the Top Bottom option is
63. in a vertical bar chart This option allows you to easily compare data values visually EHE Bae amp RN Figure 14 The second variation appears at the Choose Report Configuration page and it is mainly the existence of an extra criterion for selecting the Chart Quantity see Figure 15 This sets the value they wish the data to reflect in their chosen chart Again the user simply clicks on the desired option to make their selection Reports Northwind Demo Configuration Choose Report Configuration Wirard 1 Chart Format Select the desired parameters that configure your report further such as report grouping ordering view top by display quantities and look amp feel 2 Analyze Fields 3 Date Ranae 4 Filters 5 Configuration Advanced op 10 Favorites Where Am I Losi Chart Quantity Margin Highest Margin Profit chart of Sales C Oty Chart of Sales C Total Sales Eh Customer Most Profitable Properties 6 Most Profitable F Customize Look amp Feel Sales by Day Reps vs Categor Figure 15 17 CENTURY ANALYTICS USER S GUIDE When generating chart reports the Properties window displays a different set of properties as shown in Figures 16 and 17 Note that different types of chart reports will have a different set of properties for example Figure 16 shows the properties associated wit
64. indow as shown in Figure 73 In order to add any formatter to the quantities visible to the table the Layout property much be selected and then a table with all the quantities and the various options for the formatters is shown The arrows option only needs to set a threshold value When a data value is above this threshold value a green upward arrow precedes it and when it is below the threshold value a red downward arrow precedes it The option requires a threshold value to which each cell value is compared the width of 67 CENTURY ANALYTICS USER S GUIDE the bar and the colours to indicate whether data value is below Color Negative or above Color Positive this threshold value The colors option requires a threshold value to which each cell value is compared the colour of the data value when below this threshold as well as the background colour of the specific cell The results of applying such formatters in a table visualisation are shown in Figure 74 Reset to Current Reset to Paging Page Size Custom Layouts Formatter Properties Threshold D Threshold Color 006600 5 Background Color I FFFF66 amp Profit Figute 73 68 CENTURY ANALYTICS USER S GUIDE Group By Analyze By Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Cols Filters
65. is also available at the wizard and advanced report pages CENTURY ANALYTICS USER S GUIDE About When the About link of the upper right corner of the Choose Report page Figure 2 15 clicked a popup box appears This contains two pieces of information the version of the cuttent and the date at which this version was created gt Interactive reporting Version 330 Build date 4 March 2011 Close Figure 3 Change Password provides the facility for a user to change their password without having to contact the System Administrator To change a password the user must click on the Password link at the top of the Choose Report page The user will be then directed to the screen of Figure 4 To change Password type the current password into the Current Password box and the new password into the other two boxes Then press Update If the password is incorrect a message will appear with details about which part of the process was not performed properly Once the procedure has been completed correctly the user is returned to the Choose Report page if a selection of reports 15 available Otherwise they are returned to the Report Type Page Interactive reporting About Change Password Help Enter your existing password and enter the new password twice Current Password Change password Hew Password Confirm Password Figure 4 Logout The
66. ive you access to CENTURY ANALYTICS and the sales data appropriate to your needs Please sign in If you are having trouble logging in make sure that you have your caps Name M n ud hed n lt entering your full user name and Copyright Interactive Reporting 2009 Customer Company Name s Figure 1 simply open your favourite web browser ie Explorer Firefox etc and navigate to the CENTURY ANALYTICS Login Screen your system administrator will give you the URL web address Figure 1 Enter the Login Name and Password that your system administrator has given you and click Login in the above example user sb oggs is signing in Please note that for the remainder of this Manual our examples will be drawn from an enhanced version of the Microsoft s Northwind Traders sample database CENTURY ANALYTICS USER S GUIDE Once you have signed in you will be taken straight to one of two screens If you have more than one report available you will be directed to the Report page otherwise you will be directed straight to the page The Company name will be seen on the bottom right corner of the page This will be present at the same position in every page of The CA Links sidebar menu provides a list of related links associated with the general use of e The CA Website link redirects to the web page e The Use
67. l addresses the Schedule Email checkbox must be clicked and the page changes to the one shown in Figure 31 The uset can select how frequently they wish the favorite to be emailed which can be daily weekly and which days of the week monthly and which day of the month The email address should be typed at the provided text box with multiple recipients addresses separated by commas share a favorite with any other user or groups of users the user must click the Share Favorite link to see a screen like that of Figure 32 select the users to share the favorite with highlight the users of choice and use the appropriate buttons to move them to the Shared with box multiple and single selections are permitted or double click on the choices of interest modify the favorites definitions the user must click the Modify 29 CENTURY ANALYTICS USER S GUIDE Favorite Definitions link which directs to an advanced interface page That page allows the user to change any of the reports variables they wish such as first second etc levels of drilldown date ranges type of report and many more apply some deeplinking functionality to the favorite so that the user can link to CENTURY ANALYTICS from an external page and provide the required report parameters to be replaced by external values optional the user must click on the Link link to see a screen like that of Figure 33 By clicking the Save button the
68. les by Day C Reps vs Categor RE H Then drilldown into Ez Sales Month Hore Favorites Figure 23 In a similar fashion to the Chart reports the Choose Report Configuration page differs from that of the Standard report in that it contains the option to select for which quantity to view the pivot report Figure 24 The extra options H and V allow the pivot report to be performed on all quantities that are contained in the Pivots Quantity list The former option will display each pivot quantity in a separate column whereas the latter will show all pivot quantities within the same table cell 25 CENTURY ANALYTICS USER S GUIDE 2 Date Range Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Host Profitable Reps vs Categor Sales by Month 4 More Favorites Figute 24 Figure 25 shows a pivot report for Sales Rep vs Sales by Quarter with all the pivot quantities shown at the report Analyze By Wizard Advanced Lock Favorites Dashboards e L PY EBE ul Reports Northwind Demo Sales Rep v Quarter sales Date 01 01 2010 31 12 2010 64 2 display Total Sales Profit Margin gt 8 252 40 32 852 00 3 161 20 18 804 00 73 30 99 40 1 566 40
69. mer Sales By Quarter Wizard Advanced Favorites 2m Save Update Print Compare Cols Filters Resize Table Hor Stack Stk 5e Vert Stack Stk Line Reports Northwind Demo Sales Rep by Quarter sales Date 01 01 2010 31 12 2010 CD D Total Sales by Sales Rep according to Quarter Q12010 Q2 2010 Legend Dodsworth ___ E Fuller aking Q3 2010 o O y Levering Peacock 042010 aon nare m m a m e PJ 00 m ea c c c e c c gt e e e e c e Figure 65 Chart reports can be greatly enhanced by applying an extensive set of properties as shown in the Properties options which appear on a new popup window when clicking the relative button of the report variables Figure 66 shows the properties that can be applied to a pie chart The effect of some of the properties on a pie chart can be viewed on Figure 67 61 CENTURY ANALYTICS USER S GUIDE x o Meat E um ss o pus m 2 p aoe I 18 2 ton n n EE fe 2 uc Tope m 0 pron d w 9 43 L 222 7 2 4 eae aes ers 10000 LE SI __
70. method for selecting which data to place in the reports is to click on the Magnifying Glass next to the filter types or Search Icon as can be seen in Figure 8 Then a new window appears shown on Figure 9 In this example the search box for the zz is shown Item is multi select box gt gt and lt lt buttons are present in addition to the single selection gt and lt ones which allow for multi selections and removals To order the filter values click double click the column headings To select a filter value that should be included 11 CENTURY ANALYTICS USER S GUIDE in the report either highlight it in the Search Results section and click the relevant arrow button or double click it For example highlight Syrup and then click the gt button The filter values displayed in the Search Results or in the Selection section are ordered by First Column Code or Description depending on the choice made for the filter ordering in the Administration system settings or mapping preferences First Column means that the filter values will be sorted by the first column of the tables By Code or by Description means that the filter values present will be sorted by the mapped key or mapped description values respectively Clicking on the column headings will also allow the user to change the order of the filter values in the search popup window a Interactive
71. n according to the grouping specified The user can also select whether they wish to view the group values at separate columns in the table or view the group subtotals 37 CENTURY ANALYTICS USER S GUIDE Quantity of Data Displayed View By The View option lets the user choose how much of the data should be displayed It consists of five values e All all the resulting data are shown 5 100 displays the Top 5 100 values in the resulting report sorted by value selected from the select list next to the By option For example an analysis by customers with Top 20 by Total Sales results in the twenty customers with the highest total sales Bottom 5 100 displays the Bottom 5 100 values in the resulting report Report Dates The next set of options provides the date range from which the data will be extracted The user can select a predetermined date range that may be chosen from the drop down menu of Date Range These include Last Year Y TD Year to Date Last Quarter Yesterday and many more If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to each date box and select the dates from there Properties The user can customise the reports further by selecting to show hide s
72. neration Choosing the Date Range The next step in the wizard report generation is to choose the date range from which the data wil be extracted as shown in Figure 7 provides a number of predetermined date ranges that may be chosen from the drop down menu of Date Range These include Last Year Y TD Year to Date Last Quarter Yesterday and many more If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to the date box and select the dates from there From this point the user may generate the report by clicking the Finish button However if the user wishes to place more restrictions on the data they wish to view they should click on the Next button If the user wishes to make amendments to some of the settings they have already chosen this may be achieved by either pressing the Back button or navigating through the Wizard sidebar menu links CENTURY ANALYTICS USER S GUIDE Password Tits Mom Ce Nr ws ere p DC eet pmi giu gi 520 I ten d a Nen aaa saat a
73. new settings are saved for the favorite and the user 15 redirected to the Favorites page ig gt Interactive Edit Favorite Edit options of Favorite Most Profitable Items Favorite Title Schedule E mail k share Favorite Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format Category Modify Favorite Definitions k Link Figure 30 Reports Northwind Demo Favorites Edit Favorite Most Profitable Items Edit Favorite Edit options of Favorite Most Profitable Items Favorite Title Schedule E mail Perform Task Enter a title for the E mail addresses favorite If you wish email the favorite For multiple recipients separate email addresses with commas check the box and enter a valid email Format HTML Excel address and choose 5 the favorite format b Share Favorite y Category Modify Favorite Definitions T Link T Figure 31 30 CENTURY ANALYTICS USER S GUIDE Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format 31 CENTURY ANALYTICS USER S GUIDE View Dashboards The View Dashboards option directs the user to a list of predefined dashboards as shown in Figure 34 which are located undernea
74. o display data In the example above it is Sales Reps If an analysis is performed the first level of the report will display the Sales Reps data e Then By the variable by which the user wishes to perform further analysis when going to secondary levels of the report In the example above there are two Then By options Customer and Categories Let s assume that an analysis report is generated for Sales Reps If a particular sales representative is selected the customers of this sales representative are then displayed If a particular customer is selected the report will show all the categories used by this customer for the specific Sales Rep Report Ordering Order This indicates how to sort the results of the report Choices may consist of Description which sorts data alphabetically by description Code which sorts data by alphanumeric code list of numeric quantities that appear at the report e g Margin Avg Cost Total Sales etc which sort the data numerically Depending on how the system administrator has configured the system the Order by list may differ The user can have up to 3 order by fields as described in section 2 8 Report Grouping Group This optional setting indicates whether and how the user wishes to have the results of the report grouped The user may select No Grouping or specify a particular quantity by which to group The latter option provides a breakdow
75. oards Save Update Print Compare Cols Filters Resize Table Horz Bar vert Line Reports Northwind Demo Month Sales Date 01 01 2010 31 12 2010 2 Total Sales by Month ordered by Month Jan 2010 Feb 2010 Mar 2010 Apr 2010 May 2010 Jun 2010 2010 Aug 2010 2010 PPP Oct 2010 2010 Dec 2010 10 000 20 000 30 000 640 000 50 000 60 000 70 000 e Resize Chart Figure 62 The chart reports functionality buttons provide one more configuration option mainly the ability to modity the size of the chart to adjust it to the browser s dimensions To achieve this click the Resize button A new page Figure 63 opens and the user can then select the width and or height of their choice Or they can simply select to fit the chart into their browser s screen size When finished with the size adjustment simply click the Done button to return to the report page where the chart with the new dimensions 15 displayed Similar options are available at the side and bottom of the chart reports which enlarge reduce the size of the chart by a predefined amount along a specific dimension resize the chart according to the user s will 58 CENTURY ANALYTICS USER S GUIDE Resize Chart Report Width 450 to Screen Figure 63 Just as tables allow drill down so do charts For example clicking on the bar associated
76. otal Sales Sales 21 2 Categories by Min Value 0 Most Profitable Total Sales 7 Sales Rep Pie C 2 Visualization BA X Chart of Sales Avg Dico M Eds Customer Compar Most Profitable Reps vs Categor Add Another Visualization Sales by Day No per Row 2 Sales More Favorites Back Next gt gt Figure 20 The Choose Visualization Configuration page also allows the user to adjust additional settings for the selected visualization s by clicking the Visualization Properties icon which opens an additional popup window Figure 21 Each visualization type will display its own set of properties allowing for additional customisation of the visualization An extensive list of all the visualization properties is described in the Administration manual When the user finishes with the configuration of the visualization report they can then proceed to setting the remaining options of the report as described in Sections 2 2 2 8 22 CENTURY ANALYTICS USER S GUIDE 2 F 2 34 Hackarounmnd Co Border Color etes eas enu UE 2 EIET SERRE ERE EHE EE Leaend xoc npn 2 RO SE ITE a T un Verti uno HRF P
77. page similar to that of Figure 42 so that the user can then edit the favorites options if they wish before finalising the update procedure Clicking the Update button returns the user to the report page e Print enables the user to print the current report In the standard grouped report format there is the additional option to print each subgroup at a separate page as well as print the whole report as a total Export enables the user to view the report in Excel e Compare allows the user to produce a comparison report form the one currently in view Clicking this button directs the user to the comparison date range selection page as shown in Figure 44 After selecting the desired date ranges for the report click Compare and the new comparison report appears e Visualize allows the user to produce a visualization report form the one currently in view Clicking this button directs the user to visualization configuration page as shown in Figure 45 After configuring one more visualization graphs for the report click Visualize and the new visualization report appears Cols allows the user to modify the report configuration by adding removing columns that appear at the report When this button is clicked a new window opens as the one shown in Figure 46 The user can then select which textual and or numeric fields wishes to hide or show at the report Moreover the order with which the numeric f
78. particular categorization e View by determines the value upon which the Top Bottom option is chosen e Properties determines various options for showing hiding specific rows from reports and for selecting different table layouts e Sidebar allows the user to switch from the toolbar view to the sidebar view which is shown at Figure 41 In this layout the buttons that appear underneath the header section of Figure 39 have now moved to the sidebar menu that appears at the left side of the page To switch back to the previous layout with the toolbar buttons the user must click the Toolbar button as shown in Figure 41 Logout logs the user out of Order by Options Order Desc T Asc 25 Then By Description Figure 40 42 CENTURY ANALYTICS USER S GUIDE Analyze By Then By Order By Group By View By x Customer 10 gt 5 17 Item 3 2 Profit Desc j Nogmuping Total Sales Report Tasks Reports Northwind Demo Customer Top 10 Vanes Switch to TOOLBAR view Sales Date 01 01 2010 31 12 2010 Hungry Owl All Might 403 26 56 30 18 2 735 50 3 109 00 637350 12 01 ___________ __ IL LL n 17 16 Figure 41 4 3 Gentury Analytics Buttons CENTURY ANALYTICS
79. pecific rows and or select the table layouts Customise Look and Feel If the user wishes to customize the way their reports look they can click the Customize Look and Feel link to reveal the options that format the appearance of the report by selecting the Font family the Font size and colour as well as the table width The Show in Page setting provides a selection of options with respect to how many data should appear on a report page or whether the results should appear within a scrollable table or not Report Filters When generating reports it is often desirable to restrict the analysed data to just a subset of what is available Perhaps you are only interested in a particular category of goods or the revenue generated by an individual member of the sales team filter mechanism allows restriction of data through text boxes Simply enter the code title as appropriate upon which you wish to restrict the report and combo boxes and then choose from a drop down list of the codes title for each particular category of information The list of filters appear when the Add a Textual Filter link 15 clicked and the advanced page now displays all the existing filters as shown in Figure 38 In addition numeric filters can be 38 CENTURY ANALYTICS USER S GUIDE applied to the data when the Add a Numeric Filter link is clicked to add restrictions to the source or result fields that are employed at the reports Admini
80. provides a set of buttons that perform various actions to the generated reports Each type of report contains its own list of buttons The buttons that appear at a standard repott are the following Wizard directs the user to the wizard interface for the generation of a new report Advanced directs the user to the advanced interface for the generation of a new tepott Lock allows the user to lock some of the textual columns of a report This button is only available to the Internet Explorer users e Favorites directs the user to the Favorites page that contains all the predefined teports see Figure 29 Dashboards directs the user to the Dashboards page that contains all the predefined dashboard reports see Figure 34 e Save allows the user to save a new report as a favorite When clicking this button the user is redirected to the page of Figure 42 The user can set the title of the new favorite schedule it for emails share it with other users and assign it to a specific 43 CENTURY ANALYTICS USER S GUIDE category of saved reports Clicking the Save button returns the user to the report page Update allows the user to update an existing favorite report When clicking this button the user 15 redirected to the page of Figure 43 user can then select from the list which existing favorite report they wish to update Clicking the Update button redirects the user to a
81. r Manual link provides access to the online documentation e The Administration link redirects to the administration part of Choose Report In the Choose Report section Figure 2 there is a list of reports for the user to select from Each report has two links associated with it This first link is the Report Name for example Northwind Demo which when clicked it directs the user to the wizard pages to generate less complex reports The second link is the Advanced text which directs the user to the advanced report generation page This step is intended for users who are quite familiar with and computer systems Interactive _ About Change Password Logout 30948 IR Links Reports amp IR Website Choose Report T User Manual IR Sales Advanced Administration Northwind Demo Advanced Top 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable itj Most Profitable 28 Sales by Day 14 Reps vs Categor illa Sales by Month Hore Favorites Figure 2 Top 10 Favorites The 10 Favorites task bar at the left side of the Report page Figure 2 allows the user to view directly one of the 10 most popular previously saved reports More favotites can be viewed by clicking the More Favorites link at the bottom of the task bar This task bar
82. report as a favorite Favorite Title Schedule E mail k Share Favorite Catego Edit Sawe Favorite y Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format Reports Northwind Demo Customer Top 10 Select Favorite Update an Existing Favorite Select the favorite you wish to update Favorites Categories by Margin Figute 43 45 CENTURY ANALYTICS USER S GUIDE Reports Northwind Demo Customer Top 10 Compare 46 CENTURY ANALYTICS USER S GUIDE Configure Report Figure 46 ji 7 5 Ana 11410 Around the Sales Rep wor Numeric Filter Figure 47 4 4 Breadcrumbs The breadcrumbs indicate all the steps taken by the user to reach the current page level of the report To return to an earlier page the user simply clicks the relevant section of the breadcrumb link The start of every breadcrumb 15 Reports which redirects to the Choose Report page Figure 2 The second step of the breadcrumb sequence is the name of the report which returns the user to the wizard or advanced interface depending on which one they used to create the particular report they view Subsequent steps of the breadcrumbs 47 CENTURY ANALYTICS USER S GUIDE return to previously visited CE
83. roup _ Categories 0 650 grouping 5 12 o y Y th ON ma 2 4 Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz Bar VertBar Pie Line Reports Northwind Demo Categories Date 01 01 2010 31 12 2010 2 6 Meat Poultry 2 010 22 10 32 43 44 419 20 65 183 09 20 763 89 31 85 i Beverages Xx exa o o o eiu o 106 78400 118 854 70 12 070 70 10 16 7 a Produce 134 34 59 30 8 4510350 40 25410 64848 40 12 05 3 Dairy Products 4 223 23 60 23 11 99 644 00 97 594 40 2 049 50 2 10 3 Confections 3 462 15 49 21 39 53 638 60 74 038 85 20 400 25 27 55 E E Grains Cereals 52 2 2 cnim 38 770 80 64019 30 10 37 Condiments 2401 19 421 30 0950 3 647 200 05 617 0505 0 36 24 8 Seafood 2 548 13 08 17 23 33 335 20 43 893 50 10 558 30 24 0595 Figute 53 nm _ Sales Rep Al v Customer __ SP Sales By Month r All gt BP veh Y Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz S Y 8 SX
84. stration Report Parameters t Tasks Analyze By Sales Rep 719 Order By Description gt Desc F O 5 P Reports Th en B Cust y M grouping Wizard Then By Categories 719 e View Al vib Total Sales Advanced Swi Favorites Date Range Last Year y ESPpashboardas Start Sales Date 01 01 2010 12 End Sales Date 31 12 2010 12 Top 10 Favorites Sales by Month Properties 9 Highest Margin Customize Look Feel 9 Categories by Report Filters Most Profitable po B sales Rep Pie C Add a Textual Filter icum Chart of Sales t ies y Chart of Sales sss anash eed Es Customer Compar Customer worl 4 Most Profitable Invoice No vori Reps vs Categor 4 More Favorites vori Aniseed Syrup Boston Crab Meat Help Camembert Pierrot Choose the report variables you wish to view set Sales Group vorl appropriate filters and click on the Go button Tt Buchanan Sales Rep vor Davolio Dodsworth Suppliers vor gt Add a Numeric Filter Figure 38 2 Search Icon The Search icon represented by the magnifying glass next to the filter values allows the user to select specific fields from the filter categories This is especially useful if a filter has a large quantity of values or if the
85. t When a favotite report is scheduled for emails a mail icon appears next to the favorite s title By clicking the Edit icon the user can modity the favorite s options The current user cannot edit and or delete any shared favorites from other users The favorite reports are being displayed according to the categories that have been created which are listed on the left hand side panel called Category To view which favorite reports belong to each category the user must click on the category s name Those saved reports that belong to no category appear in the Main option of the list _ Interactive i We Reporting About Logout jbloggs sud EE Eu EE uu uuu du uu LEE DELL du x Report Tasks Reports Favorites LSP Reports Favorites A Administration Hide Shared Title Owner Hits 8 Dat Edit Delet 10 Report Q9 9 DateRange t 2 2 24 Categories by Margin Northwind Demo jblogas Joe Bloggs 2 01 01 2010 31 12 2010 2 visua All Favorites 15 E Chart of Sales By Month with Rep Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 2 Chart of Sales by Rep vs Quarter Northwind Demo jblogas Joe Bloggs 0 01 01 2010 31 12 2010 3 Dashboard Tasks Create New LJ Customer Comparison Report Northwind Demo jbloggs Joe Bloggs 0 01 07 2009 31 12 2009 v01 01 2010 30 06 2
86. t Axis Min Value Unit Axis Max Value Axis Label Visibility Show Ej Series Bar Spacing 10 Fill Style Solid gt Unit Axis Label Figure 17 Figure 18 shows Pie chart report with the Chart quantity set to Profit 19 Reset to Current Reset to Default CENTURY ANALYTICS USER S GUIDE Then By Wizard Advanced Favorites _ e Save Update Print 2 Cols Filters Resize Table Horz Vert Pie ENS Reports Northwind Demo Sales Rep Sales Date 01 01 2010 31 12 2010 D Profit by Sales Rep ordered by Name Legend callahan Davolio BEDodsworth 2 10 Visualization Report Visualization Report provides an alternative and more dynamic way to view graphical representations of data It is based on the Google Visualization API and can be used to view mote complicated charts within the same report page To generate a Visualization Report the user must first select the Visualization option in the Choose Analysis Report Parameters page Figure 6 In the second page of the wizard for generating Visualization Reports Figure 19 the user must select which type of Visualization they would like to view There 10 different Visualizations that can be generated e Annotated
87. t aati cat cat M LI MD M DUI tenet as Stata Reports Northwind Demo Date Range Choose Date Range 1 Analyze Fields 2 Date Range 3 Filters 4 Configuration Assign a date range for your report Date Range Start 5ales Date End Sales Date op 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sales Day C UN Reps vs Categor Figute 7 10 CENTURY ANALYTICS USER S GUIDE Filtering Data The next level for the generation of a report is the application of specific filters if required In Figure 8 the three main types of data selection boxes can be seen the multi select combo box the single select combo box and the text box The Item filter is a multi select combo box which allows the user to select multiple items from the scrollable item list To select multiple filter values hold down the CTRL key when making the selections The second option available is the single select combo box example of this is Customer dropdown list Only one filter value Le how you choose to select or Filter the data may selected from this list at a time The final option 15 the text box e g the Invoice No Filter make a selection from this option simply type the filter value of request into the text box If this box is left
88. tSales CONSTANT LINE onstant Line Color AVERAGE 5how All Unit Axis Text Unit Axis Scale Mode Auto Unit Axis Min Value 0 Unit Axis Max Value 1100 Axis Label Visibility Series Bar Spacing Fill Style Unit Axis Label Axis Label More Figure 68 64 CENTURY ANALYTICS USER S GUIDE Analyze By _ Sales Quarter P Wizard Advanced Favorites Dashboards SAVE Update Print a Cole Filters Resize Table Horz Stack Stk 5e Vert Stack Stk Line Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2010 31 12 2010 2 09 i Legend Average Total Sales BO 2010 2010 EH 2010 2010 Buchanan Callahan Davolio Dodsworth Fuller King Leverling Peacock Suyama Resize Chart Figure 69 4 10 Visualization Report CENTURY ANALYTICS now offers an alternative and powerful way to visualize data and generate mote complicated reports that dissect the requested information in different graphical and tabular representations Visualize report may look like the one shown in Figure 70 generate this report you can use either the wizatd or the advanced interfaces as described in the previous chapters to view different data for Sas Reps on graphical representations similar to those described in the previous section 65 CENTURY ANALYTICS USER S GU
89. th the list of the Favorites The list contains all previously saved dashboards that the user has generated Any dashboards that other users have created can also be shown if they have given access to their dashboards to be shared with the current user for example the dashboard Reps Details of Figure 34 The current user may choose not to view any shared dashboards by clicking on the Hide Shared Link at the top of the Dashboards List To create a new dashboard or to edit an existing one the user must click the Create a Dashboard link of the Dashboard Tasks menu in the left hand side panel of the page or the Edit icon next to the specific dashboard respectively The user is then directed to a screen as the one shown in Figure 35 When on this page the user can edit the Dashboard Title Then the user must select the dashboard Layout to set how the report page should be divided Each layout type corresponds to a fixed number of reports that can be used for the dashboard The user can then select which of the Favorite reports they would like to use by selecting one report from each dropdown list available for the selected layout To share a dashboard with any other user or groups of users the user must click the Share Dashboard link and continue a similar fashion as when sharing a favorite By clicking the Save button the new dashboard is saved and the user is redirected to the Dashboards page
90. tion t3 Line Visualization View you data in a Line Visualization Motion Visualization View you data in a Motion Visualization This is dynamic chart to explore several indicators over time t4 Visualization View you data in a Pie Visualization a Scatter Visualization View you data in Scatter Visualization This is used to map correlation between sets of numbers Table Visualization View you data in a Table Visualization Vertical Visualization View your data in a Vertical Bar Visualization lt Back Mex Figure 19 1 2 or 3 Visualizations Row 21 About Change Password Logout bloggs CENTURY ANALYTICS USER S GUIDE About Change Password Logout jbloggs Reports Northwind Demo Visualization Configuration Wizard Reports Choose Visualization Configuration Wizard Select the desired parameters that configure your visualization set additional visualizations 1 Visualization Format 2 Visualization Configuration 3 Analyze by Fields Visualization Profit 4 x Axis Total Sales 4 Date Range Visualization Properties Total Sales 5 Filters Advanced 5225 Visualization Gave Max Value Corte 2 A Margin Top 10 Favorites Profit 21 Highest Margin Vi cya 9 isualization Profit Gauge T
91. tons would have created reports for March 2005 and 2005 respectively 48 16 34 18 05 10 97 25 05 8 58 18 84 8 05 13 83 5 13 1 6796 11 76 11 89 CENTURY ANALYTICS USER S GUIDE Select New Date Range Date Range Start Date End Date Figure 49 4 6 Report Results The final and more important part of the page contains the data that the user wishes to view In a standard report these are displayed within a table but they can readily be represented by a chart or visualization format The data can be seen within scrollable table or not and they can be sorted in ascending or descending order from within the table itself This can be done by clicking on the table column header of the field the user wishes to order by In this case a blue arrow appears next to the column heading to indicate the sort order as shown in Figure 39 In addition if a table contains too many columns the user can lock the textual columns so that when scrolling horizontally there 1s always a point of reference as to which data the user sees This locking of the textual columns can be retained in subsequent levels of reports Another feature is the possibility to highlight a specific row and or column as shown in Figure 50 Highlighting occurs by double clicking on the cell of interest Double clicking the upper first left cell of the table removes highlighting from everywhere Analyze
92. u re unable to resolve using this manual particularly if you are 76
93. uce precision targeted sales reports within minutes The software outlined in this manual will enable you to select the data you want to see and the format in which you want to see it presented You will be able to drill down into your organisation s data to review all aspects of performance make comparisons generate detailed visual displays and reports compare fields dates costs margins and much much mote Version 3 3 has been designed to provide managers with the versatility to look at their organisation s performance in new ways enabling them to make the absolutely best informed decisions at all times Whether you want to interpret your sales stocks costs margins revenues staff performances trends will enable you to make direct and instant comparisons using up to five separate fields which you can select by day week month quarter or year and compare with any period you choose enabling you to instantly identify every possible trend effecting your organisation s performance The following pages will show you how to select filter display report and drill into your organisation s data We think you will find it surprisingly easy to use and surprisingly helpful in running your business in the future CENTURY ANALYTICS USER S GUIDE Getting started Your Journey Begins start using CENTURY ANALYTICS you ll need to have Login Name and Password assigned to you by your system administrator These will g
94. view all pivot quantities The values fot Sales specify the rows of the pivot report and the values of Sales by Month specify its columns The rows and columns may be interchanged by clicking the Switch icon at the top left cell of the table Analyze By Order By Group By Sales Rep 11 v Sales By Quater 7 y 7 JAM gt FEF E M Bl S x ssa Wizard Advanced Lock Favorites Dashboards Save Update Print Export Cols Filters Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep v Quarter Sales Date 01 01 2010 31 12 2010 Z D Display Total Sales Profit Margin f T T 3 5 2 4 18 804 00 2 634 40 8 252 40 99 40 47 25 1 566 40 0 5396 1 79 18 9896 7 701 60 19 271 60 8 209 15 1 487 25 2 800 45 2 011 95 19 3196 14 5396 24 5196 23 879 60 15 330 10 15 520 90 1 150 70 2 336 55 3 574 05 4 82 15 2496 23 03 6 410 40 2 979 30 4 512 30 778 80 569 30 1 265 80 5 940 80 16 893 90 7 639 30 25 667 50 576 85 2 908 90 745 30 7 147 50 9 71 17 22 9 76 27 85 1 810 20 16 294 60 21 461 60 13 830 60 358 65 6448 80 107 80 4 302 50 19

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