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User Manual - Interactive Reporting Ltd

1. 39 3 0 IREPORT DATES 39 3 PROPERTIES 39 JU CUSTOMISE LOOK AND FE EEL NOM 39 Sol TAREPORT DUBIO AREE OE IE E IINE TUR 39 SEARCH ICON 40 RANGE SELECTION R 40 VIEWING REPORTS nta aiat enint iret endet e aue te e S 42 dl STANDARD REPORT a neas hiec vi eti it es hosce eei eid 42 AZ REPORT VARIABLES tete EE acetone IET TDI EU NET pU 43 4 3 INTERACTIVE REPORTING BUTTONS iii ed c aia eee ee E 44 DREADCRUMBS 352 tea diete 46 AS INA VIGATION DIEN E 49 ASO IREPORT RESULTS RE Rc 50 GROUPING DE wa tay ein oi 52 40 FIVOT REPORT 56 HART REPORT sus oo RE DE MONI 59 Z I0 VISUALIZATION REPORT 1 Ree eu Eo 66 411 COMPARISON REPORT iiit ettet tete SER NER e REN ERE e tei EE 74 G
2. 12 VA ORYUEVH LM 12 2 JADDINUMERIC FI ioi eti Ode E EC Ier 14 2 0 CHOOSE REPORT CONFIGURATION vec NE ER UR SEU caus 15 29 CHART REPORT e M 17 VISUALIZATION REPORT iiis rete i Ute D I I p 21 ZL PIVOT REPORT 25 22 COMPARISON KEPORT 28 29 VE RI NUES 30 2 I3 VIE W DASHBOARDS 3 238 etse seen seco eit ed epic e 33 GENERATING ADVANCED REPORTS iiic it 36 oc A 37 3 2 REPORT SELECTION sab e tete oett et eae pa deben ia 38 INTERACTIVE REPORTING USER S GUIDE S J IREPORT PARAMETERS cis Bst isum Nes Hisce entes 38 IA REPORT VARIABLES 38 3 93 REPORT ORDERING ORDER BY Reser ad estt Ruane eae Re 38 3 0 REPORT GROUPING GROUP BY iid ite i eit iet ie mH 38 3 7 QUANTITY DATA DISPLAYED VIEW BY
3. teeters tates x Be Seo SHSM I ee OH RARA NARA RIN RA RI ROI II I 2 s Se se asta Profit PN Mun neque sa Serna sa SE bette cb E E cbse DERE eS ur a a S 5 5 Figure 56 54 INTERACTIVE REPORTING USER S GUIDE Analyze By _ Sales By Quarter Al G Bx Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz 5 Then By Customer Order By amp Group by Group By Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2010 31 12 2010 42 fot wee oma TotalCosts TotalSales REN Davolio 1912010 ae 287815 14 909 40 603125 13 62 HIS Davdio 00 Q22000 2 2 622 728 90 OO O O 1 Pavolio 042010 67070 DLL 2525 52 Davolio 32010 2 _____ Fuller _ 9320010 E Fuller 2
4. Nd NC Figure 22 2 11 Pivot Report A 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 25 INTERACTIVE REPORTING USER S GUIDE Wizard _ Reports Northwind Demo Pivot Parameters wep Reports Choose Pivot Report Parameters Wizard Select the desired parameters for your pivot report 1 Pivot Fields 2 Date Range 3 Filters i Categories 2 Customer Invoice Item Sales 4 Configuration E 3 Sales 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sal
5. 10 Favorites Where I Losi Highest Margin Chart of Sales Chart of Sales Ep Customer Compar Most Profitable Reports Northwind Demo Filter Parameters Filter Data Select the desired parameters on which your report should be filtered by Categories Al 719 Alfreds Futterkiste Ana Trujillo Emparedados helados Antonio Moreno Taqueria Around the Hom Customer vori Invoice No vorl 0 2 Aniseed Syrup 3 Chef Anton s Cajun Seasoning 4 mi Item vorl About Change Password Logout jbloggs EE Reset Search icon Most Profitable Sales by Day Sales Rep worlv More Favorites Es Add a Numeric Filter Margin result gt between gt 20 35 Add Another Filter lt lt Back Next gt gt 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 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 new window appears shown on Figure 9 In
6. HOrnzorntat AXIS value pap E EE R E EE tt ruse zs T m x xum Hs Es Horizontal Axis Max Value 100 H be patie pr E AN N E x donne op wae This 14 eT rep Bonis uit M E 2 E s us s MH S eU Benes Figure 21 Figure 22 displays a multiple visualization report with 4 visualizations Scatter Gauge Area Table showing 2 Visualizations per Row a report Analyzing by Sales Rep 24 INTERACTIVE REPORTING USER S GUIDE Reports Northwind Demo Sales Rep sales Date 01 01 2010 31 12 2010 2 9 n Total Sales v Total Costs by Sales Rep e 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 40 Avg Cost by Sales Rep 3 Profit Margin 30 ila B 2 Buchanan 1 591 85 5 15 Marg 8 9 133 95 18 04 20 1 Davolio 9 092 55 13 06 5 Dodsworth 709 70 14 37 2 11 378 55 20 27 10 7 King 5 217 75 9 773955 3 Leverling 15 806 30 18 88 D ie n 4 Peacock 17 941 80 14 46 Suyama 5 046 04 13 8295 g
7. Order By Group gt Customer 22 Qty Asc P grouping p 4 Te 5 gt 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 g Category Categories Qty Profit 7 Produce 1304 4 849 40 oa 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 Avg Price Fy Product Figure 71 everages Ava Cost The user has the option to format the visualizations in the 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 can 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 Res
8. ea s veau satan lt M er Senate are ica ae ees sup tora tate taste stots tara ture tate tara Torch Eee Tore Toren teretes Token Toren for About change Password Logout jbloags Wizard Reports Northwind Demo Compare Date Range rg Hope Choose Comparison Select the desired date ranges for your comparison report D Analyze by Fields 2 Comparison 3 Fi ters Compare Sales Date op Advanced Compare with Top 10 Favorites Date Range This Year Date Range Where Am I Losi Start Sales Date 01 01 2010 Start Sales Date Highest Margin Sales Date 31 12 2010 End Sales Date 31 12 2009 Chart of Sales HERE US Chart of Sales ER Customer Compar Advanced Most Profitable EH Most Profitable Sales by Day C tx 4 Next gt gt E Finish Reps vs Categor fills Sales by Month More Favorites Figure 26 28 INTERACTIVE REPORTING USER S GUIDE Reports Northwind Demo Compare Date Range Choose Comparison Select the desired date ranges for your comparison report 1 Analyze by Fields 2 Comparison 3 Filters Compare Sales Date 4 Configuration Advanced eh Date Rang
9. Similar to regular report but helps you dearly visualize your data using the Google Visualization Gallery C Pivot Report Led al A pivot report allows you to compare two different data sets against one another This allows you to discover unique correlations in your data lt e Comparison Report A comparison report shows differences in your data set over two different periods of time Ja Advanced Reporting Use the traditional Interactive Reporting interface to generate reports Recommended for experienced users only View Dashboards 5 C View Favorites Select from one of your previously saved Favorite reports Select from one of your previously saved Dashboard reports 2 2 Standard Report When the Standard 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 Interactive Wizard 1 Analyze by Fields 2 Date Range 3 Filters 4 Configuration 9 Advanced E Chart of Sales E Chart of Sales Customer Compar 1 Highest Margin Most Profitable Most Profitable Reps vs Categor Sales by Day C Sales by Month Sales Rep Compa 4 More Favorites yy Ej E 3 10 Favorites Figure 5
10. parting Reports Northwind Analysis Parameters First examine o Categories Customer Detail Invoice No 2 Item 1 Sales Group Sales Rep Suppliers Sales by Day Choose Analysis Report Parameters Select the parameters on which your report should be created Then drilldown into Customer Then drilldown into Categories Figure 6 The first option to select is list on 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 Sas has been chosen This will result in a report on Sales Rep data being generated INTERACTIVE REPORTING USER S GUIDE The next options to select correspond to the deeper levels of the report These can be seen 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 the 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 1
11. 6 Suyama 478 19 80 20 19 9 463 10 9 648 90 185 80 1 93 3 Leverling 485 14 94 617 15 7 245 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 King 130 11 17 13 92 1 451 55 1 810 20 358 65 19 81 5 Buchanan 244 12 66 12 96 3 087 90 3 161 20 73 30 2 32 22 90608 01 2070 dep 1 7026325 7849670 6773385 945 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 Levering a 0 54 6 6900 10 914 40 61679 _ 15 1996 1 Davolio 997 622 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 _ Dodsworth 281 204 281 _ __ 563160 65 40 01 6580 125 3 Callahan 376 16 53 20 48 5 214 35 7 701 60 1 487 25 19 31 6 _ 54 66 66 6747380 3 082 20 5 6608 30 _____ 7 53 Total 8 Q2 2010 4 869 23 38 25 67 113 847 40 124 967 10 11 119 70 8 90 7 King 584 636 56 36 75 21 353 80 21 461 60 6107 80 0 50 3 Levering 1 136 26 445 60 10 8396 4 1 754 622 56 625 54 39 567 15 44 795 20 5 228 05 11 67 1 Davolio 747 17 39 20 52 12 993 55 15 330 1
12. Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz Bar Vert Bar Line Reports Northwind Demo Categories sales Date 01 01 2010 31 12 2010 4 Total Costs 44 419 20 _ 6106 78400 45 103 50 699 64400 65363860 63475150 630 095 00 33 335 20 447 77100 Total Sales 65 183 09 118 854 70 440 254 10 97 594 40 74 038 85 38 770 80 47 200 05 43 893 50 525 789 49 Prot 07538 120m 48640 ___ 2 049 60 00005 4019 30 617 105 05 10 558 30 78 018 49 Margine _ 25 20 09 Figure 52 51 INTERACTIVE REPORTING USER S GUIDE Order By Group By v 9 jl Nogruping 7 5 Z ebd o A y Y th ON ma Ie zz Wizard Advanced Lock Favorites Dashboards m de Print Export Compare Visualize Cols Filters Table Horz Bar Vert Bar 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 1 Beverages 3 766 628 35 31 56 106 784 00 6118 85472 12 070 70 10 16 Produce 1304 9 1 3 87 65030 40 254 10 0 484 40 000 12 05 0204060 20 Confections 3 462 15 49 21 39 53 638 60 74 03
13. 2 ooo Fuller 1012010 2 Fuller 92 2010 13 _____ Leverling 03 2010 4136 3 45 _ 620 129 2 Levering 6 Peacock _ 932010 a754 0 68 63956715 6879520 6528060 1167 Peacock 0 0 __ 1939000 6613875 6674275 259 42 _ Peacock 198 _ NEM EE S SAX 4 Peacock 1012010 826 623 19 629 50 5 ____ Buchanan _ Q22010 54 63505 em M 19 iS o oo Buchanan 042010 _ 37 18 07 22 30 en 6 _ Suyama 1042010 _ 485 21 41 30 25 E Suyama 0320 256 012010 245 _ __ _ MEE __ _____ 6 02 2010 485 615 41 616 66 7 King 200 5 6266 69 2 ______6952810 613 6830 60 6430250 y 012010 SENE a 7 E UIS EERE EEE c E c 7 922010 ic 2 5 0 50 Figure 57 55 INTERACTIVE REPORTING 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 in the previous chapters to view Sales Rep vs Sales by Quarter for the year 2010 and select to v
14. 5394 _ 1994 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 74 INTERACTIVE REPORTING USER S GUIDE Total Sales Then By 4 Customer Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Fil Reports Northwind Demo Sales Rep Comparison bales Date 01 01 2010 31 03 2010 v01 04 2010 30 06 2010 2 D 2 i E y b 5 E 2 5 9 a 5 5 i a Callahan Davalio Dodsworth Legend ca T c Td E E c c e T kh c T Fi c X suyama Figure 81 75 INTERACTIVE REPORTING USER S
15. 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 Tota Sales data number for Callahan Q3 2010 of the report of Figure 58 generates the standard report of Figure 61 57 INTERACTIVE REPORTING USER S GUIDE Reports Northwind Demo Sales Rep v inii amp 03 Date 01 01 2010 31 12 2010 9 D Qui d 13 92 645055 4810 20 658 65 02 19 81 aga E tr 93 2010 uu 584 36 56 L 2 6675 21 353 80 21 461 60 107 80 0 50 Figure 60 ita y Y E aues IURE Compare Visuales f Cols Filters Hore Bar Vert Bor Pie Line Reports Northwind Demo Sales Rep v Quarter Categories Sales Rep Buchanan 4 02 Sales Date 01 07 20 10 30 09 2010 42 Figure 61 58 INTERACTIVE REPORTING USER S GUIDE 4 9 Chart Report One of INTERACTIVE REPORTING most powerful features is its ability
16. values 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 is 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 7 Customer Y 10 __ i i fi ii SF No ap Le Sales ad Sees utut uet eee Reap Se es S er es ES Un ee i ss EE EREEREER g TUE 2 000 000 gt 2 ele oh ih Gx Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters E HorzBar VertBar Pie Line Reports Northwind Demo Customer Top 10 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 Fistemysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino Grandma s Boysenberry Spread Sales Date 01 01 2010 31 12 2010 Q 13 Alice Mutton Aniseed Syrup Boston Crab Meat Camembert Pierrot Carnarv
17. 0 01 01 20 10 30 06 2010 Sales Pie Chart Northwind Demo jbloggs Joe Bloggs 1 01 01 20 10 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 jbloggs Joe Bloggs E Reps Details demo Demo User lt lt Back Figure 34 33 36 26 36 2 36 95 26 95 36 9 36 2 xxl INTERACTIVE REPORTING USER S GUIDE Reporting 5 About Logout jbloggs Report Tasks Edit Dashboard Reports Dashboard Title Title Enter Title Top 10 Favorites 4 Sales by Month 4 Highest Margin Layout E Categories by M C si C C Most Profitable Single Report 2 1 4 1 North 1 Split 2 1 Sales Rep i E Chart of Sales West 1 Split 2x1 West 1 Split 4 1 East 1 Split 2x1 South 1 Split 2x1 Chart of Sales Eh 2x2 Grid C 3x2 Grid C 3x3 Grid C 2 Consecutive Customer Compar Most Profitable 3 Consecutive 4 Consecutive 5 Consecutive 6 Consecutive SA Reps vs Categor WwW More Favorites 3 7 Consecutive 8 Consecutive 9 Consecutive Edit Save Dashboard En
18. 10 Favorites Profit Highest Margin Vi A 26 isualization Gauge Z wi Max Value Total Sales v 7 Categories by M Min Value 0 __ d EH Most Profitable Total Sales e Sales Rep Pie C gt Visualization Ava Price Ungrou 2 chart of Sales Margin m 2 Customer Compar Profit Most Profitable DO Reps vs Categor Add Another Visualization 4 Sales by Day C No per Row 2 Sales Rep Compa 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 10 Sections 2 2 2 8 23 INTERACTIVE REPORTING USER S GUIDE ee ce eee ee ere ee Background 2 E au SE A 3 3E 1 Position pu uu La E 00000 em cal Axis Ma
19. 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 15 459 80 2 834 30 18 33 7 701 60 1 487 25 19 31 19 271 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 8296 15 330 10 2 336 55 15 24 15 520 90 3 574 05 23 03 9 Dodsworth 4 955 30 95 80 1 93 6 410 40 778 80 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 30 745 30 9 76 25 667 50 7 147 50 27 85 7 1009 1 810 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 1126 Levering 8 317 40 1 072 30 12 89 10 914 40 61 657501 15 19 29 658 60 3 213 00 10 83 34 808 75 9 863 50 28 34 4 20 234 50 61 082 05 5 35 32 880 30 4 888 95 14 87 44 795 20 5 228 05 1167 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
20. Labels in Rows Data in Cols 1 Show Grand Total Show Report Rows Show Group Subtotals Hide Zero Rows Suppress Headers Print Excel Figure 12 The Customize Look 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 1116 Show in 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 All 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 per 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 16 INTERACTIVE REPORTING USER S GUIDE Figure 13 shows the first level of a report after following a s
21. PE EE PEE Figure 79 Analyze Then By Order By Group By Var _ Sales Rep Al v Customer Name Nogrouping Var gt n Gaw amp Tetons 216 221 Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters Table Horz Stack Stk Vert Stack Stk 96 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 42 355 455 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 RR Profit 99 40 1 487 25 1 150 70 778 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 89 244 547 623 294 281 130 485 826 478 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 313818 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 18 33 130 19 19 81 1286
22. Report to generate Chart reports by using the wizard interface Visualize Report to generate Google Visualization Gallery reports by using the wizard interface Pivot Report to generate Pivot reports by using the wizard interface Comparison Report to generate Comparison reports by using the wizard interface e Advanced Reporting to use the more complex INTERACTIVE REPORTING 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 INTERACTIVE REPORTING USER S GUIDE Links amp IR Website T User Manual A Administration Report Tasks KX Wizard Advanced Favorites SPoashboards 10 Favorites Sales by Month Chart of Sales Chart of Sales Customer Highest Margin Most Profitable Most Profitable 335 Reps vs Categor Sales Day Sales Rep Compa More Favorites Reports Northwind Demo Select Report 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 e Chart Report Similar to a regular report but helps you clearly visualize your data C Visualize Report
23. Seasoning 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 A 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 13 a Interactive INTERACTIVE REPORTING USER S GUIDE Interactive Reporting Search Show All 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 me 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 sea
24. Then By Description Done Cancel _ Figure 40 Analyze By Then By Order By GroupBy View By COS Customer 10 mj Profit Desc M Total Sales v Report Tasks Reports Northwind Demo Customer Top 10 Figure 41 4 3 Interactive Reporting Buttons INTERACTIVE REPORTING 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 report are the following Wizard directs the user to the wizard interface for the generation of a new report e Advanced directs the user to the advanced interface for the generation of a new report Lock allows the user to lock some of the textual columns of a report This button is only available to the Internet Explorer users 44 INTERACTIVE REPORTING USER S GUIDE e Favorites directs the user to the Favorites page that contains all the predefined reports see Figure 29 e Dashboards directs the user to the Dashboards page that contains all the predefined dashboard reports see Figure 34 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 category of sav
25. Traders sample database INTERACTIVE REPORTING 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 Choose Report page otherwise you will be directed straight to the Report Type 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 IR Links sidebar menu provides a list of related links associated with the general use of The IR Website link redirects to the web page e The User 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 15 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 a Interactive Py Re About Change Password Logout jbloggs IR Links Reports 63 Website peni Choose Report T User Manual Sales Advanced Administrat
26. 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 and 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 E E E LE ER J E ap r te _____ _ __ _ dece el Serna 5 19 7 45 E E E m di m 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 Q1 2010 Q2 2010 Q3 2010 Q4 2010 TotalSales Profit _ Margin Total Sales Profit Margin Total Sales Profit Margin Total Sales Profit Margin
27. specific cell The results of applying such formatters in a table visualisation ate shown in Figure 74 Resetto Current Reset tc Default Threshold Value o Threshold 006600 Background Color FFFF66 5 Qty None Formatting Total Costs Arows Threshold Value 45000 Threshold Value 70000 Profit Figure 73 69 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Order By Group By Categories 5 Customer Categor 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 Category Categories Qty Total Costs Total Sales Profit 1 Beverages 3 766 106 784 00 o MEN 115 554 77 12 070 70 2 Condiments 2 430 30 095 00 647 200 05 17 105 05 3 Confections 3 462 53 638 60 1 74 038 85 20 400 25 4 Dairy Products 4 223 99 544 00 MN 1607559440 4624960 5 Grains Cereals 1 852 4 34 751 50 38 770 80 4 019 30 6 Meat Poultry 2 010 44 419 20 5 183 09 20 763 89 7 Produce 1 304 4 45 103 50 40 254 10 4 849 40 8 Seafood 2 548 33 335 20 ME 3 393 50 410 55830 Figure 74 The gauge visualization also allows user to view either a set of gauges for all results returned for the selected Axalyze by
28. this example the search box for zz is shown As Item is multi select box the 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 12 INTERACTIVE REPORTING 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 Anzseed 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 Search Show Search Results Selection 17 Alice Mutton zl 40 Boston Crab Meat 60 Camembert Pierrot 18 Carnarvon Tigers 1 2 39 Chartreuse verte 4 Chef Anton s Cajun
29. used as the range indicator Please note that the selection range is inclusive i e 5 3 15 all records including 5 and 3 Examples 5 3 from 5 to 3 inclusive 40 INTERACTIVE REPORTING USER S GUIDE 5 everything less than or equal to 5 8 everything greater than or equal to 8 E G This also works in a case insensitive fashion for characters e g E G will select and G 41 INTERACTIVE REPORTING USER S GUIDE Viewing Reports Interactive Reporting in Action we utilize the Northwind Traders database to generate reports In a similar fashion to our example reports can analyse your company s data within minutes demonstrate the flexibility and easy to use functionality of Standard Report A typical Standard report looks like the one shown in Figure 39 To generate this report you can use either the wizard 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 the 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 Interactive Reporting functionality buttons the Breadcrumbs the date and non date Navigation Filters and the Report Results 42 INTERACTIVE REPORT
30. user must click on the Link link to see a screen like that of Figure 33 By clicking the Save button the new settings are saved for the favorite and the user 15 redirected to the Favorites page Edit Favorite Edit options of Favorite Most Profitable Items Favo rite Title Meesuuusessmumsescnuussessmuusoseuuusescnsuscesenuneessuusesesususcescunseceeunescecss Edit Save Favorite Schedule E mail E Enter a title for the favorite If you wish to email the favorite check the box and enter valid email address and choose the favorite format Share Favorite Category Modify Favorite Definitions k Link Figure 30 amp Interactive 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 Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and E mail addresses For multiple recipients separate email addresses with commas enter a valid email Format HTML Excel address and choose the favorite format Share Favorite T Category gt Modify Favorite Definitions iy b Link T Figure 31 31 INTERACTIVE REPORTING USER S GUIDE Enter a title for the favorite If you wish to email the favorite check the box and ent
31. 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 Steve Collins CEO INTERACTIVE REPORTING USER S GUIDE Getting started Your Journey Begins start using INTERACTIVE REPORTING you ll need to have Login Name and Password assigned to you by your system administrator These will give you access to INTERACTIVE REPORTING 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 1 lock key turned off and that you are entering your full user and Login Copyright Interactive Reporting 2009 Customer Company Name 9 Figure 1 Simply open your favourite web browser Explorer Firefox etc and navigate to the INTERACTIVE REPORTING 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
32. 0 2 336 55 15 24 8 Callahan 1 010 16 31 19 08 16 471 15 19 271 60 2 800 45 14 53 Figure 13 2 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 17 INTERACTIVE REPORTING USER S GUIDE Interactive 52 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 good for tracking data over a lona period of time Use line chart to see how data fluctuates 3 Chart Create a pie chart to better visualize what data contributes the most to your total results Top 10 Favorites d Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most P
33. 58 65 448 80 107 80 4 302 50 gt 8 317 40 10 914 40 29 658 60 34 808 75 Leverling 1 072 30 1 657 50 3 213 00 9 863 50 20 234 50 32 880 30 44 795 20 26 138 75 4 Peacock 1 082 05 64 888 95 5 228 05 6 742 75 9 648 90 8 082 20 4 109 80 14 670 74 6 Suyama 185 80 6608 30 34 60 64 286 54 1 93 0 84 Total Sales Profit Margin f 222 424255006 D D UCM P ee 56 Figure 58 m US 55S uie d E009 209 209 2096 209 9096 909 90 NORD INTERACTIVE REPORTING 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 in both stacked and group format Pie charts are not available on pivots Note also that the charting options are not available in grouped pivot reports The navigation filters section of the report now displays the
34. 8 85 20 400 25 27 55 Soe Grains Cereals o T 620 93 ST 10 37 2 Condiments 2 430 12 38 19 42 30 095 00 47 200 05 17 105 05 36 24 Seafood 2 548 613 08 617 23 33 335 20 43 893 50 10 558 30 24 05 Figure 53 Analyze Then By Order Group By Sales Rep Customer z Desc WP Seles By Month Al s 9 Y 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 Month Sales Date 01 01 2010 31 12 2010 2 D Total 8 2010 1 124 22 02 Total 8 Apr 2010 1738 21 54 _TotaK 8 May 2010 1 735 560 ae a 1 Ju 2010 2400 6502 Total 7 Aug 2010 2 132 16 48 Total 9 Sep 2010 279 62132 Total 8 Oct 2010 1912 20 87 0000 Figure 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 Saks 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 analy
35. 8 then selected such as Ernst 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 activated with all other links being greyed out until the pages are visited The Advanced link redirects the user to the advanced interface for the report generation Choosing the Date Range The next step in the wizard report generation is to choose the date range from which the data will 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
36. ETTIN G TLE EP 77 INTERACTIVE REPORTING USER S GUIDE Overview What All the Excitement is About aking the right decisions based on the best information obtainable is 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 produce 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 or trends will enable you to make direct and instant comparisons using up to separate fields which you can select by day week month quarter or year and compare with any period
37. GUIDE Display Analyze By Then By _ Sales Rep Customer Total Sales 5 a 6 Y amp SESE 5 Wizard Advanced Favorites Dashboards Save Update Print Compare Filters Resize Table Horz Stack Stk 55 Vert Stack Stk 9e Line CH Yar V Var L Var Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 01 04 2010 30 06 2010 2 2 1 Total Sales Var Comparison by Sales Rep ordered by Description Buchanan Suyama hh hh ch am m rt m m a Ci 3 E d E E ce c c a ae a e e e e E a E 76 INTERACTIVE REPORTING USER S GUIDE Getting Help What to do if you re lost any problem that you re unable to resolve using this manual particulatly if you ate 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 Alternatively you can look for assistance from the Support section of INTERACTIVE REPORTING S web site http www intetactivereportino com ot simply e mail your quety to supportteam a interactivereportino com 77
38. ING USER S GUIDE Group View id Total Sales a _ Customer 10 E item Profit vi 0 w 2 uz d m a Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters uL HorzBar VertBar Pie Line Reports Northwind Demo Customer Top 10 BREADCRUMBS REPORT RESULTS Sales Rep 4 OOX NAVIGATION FILTERS Sales Date 01 01 2010 31 12 2010 2 mp IR BUTTONS 14 99 22 75 18 55 Custno Description Total Sales ERNSH Ernst Handel 241 7 696 20 5 LILA Supermercado 182 3 411 60 776 20 EASTC Eastern Connection 121 4 013 00 744 50 VICTE Victuailles en stock 80 2 812 00 727 00 Rattlesnake Canyon Grocery EM 835210 030 60 BERGS Berglunds snabbk p 87 3 192 65 635 15 Save a lot Markets i 6 3 302 60 471 10 BONAP Bon app 117 3 410 40 6469 80 HUNGO Hungry Owl All Night Grocers 103 3 109 00 6373 50 QUICK QUICK Stop 230 36 4 452 80 25 209 15 Figure 39 4 2 Report Variables 232 25 835 85 The report variables section at header of report page allows the user to modify their report without the need to return to the wiz
39. INTERACTIVE REPORTING USER S GUIDE Volume INTERACTIVE REPORTING Sales Analysis and Reporting Products INTERACTIVE REPORTING VERSION 3 3 USERS MANUAL INTERACTIVE REPORTING USER S GUIDE INTERACTIVE REPORTING Interactive Reporting User s Guide INTERACTIVE REPORTING LTD 2011 1 GREAT ISLAND ENTERPRISE PARK BALLINCOLLIG CORK PHONE 353 21 4850455 FAX 353 21 4850454 WEB 7WWW INTERACTIVEREPORTING COM INTERACTIVE REPORTING USER S GUIDE Table of Contents OVERVIEW scat 3 GETTING STARTED EE NER isa Ina i I ME 4 CHOOSE REPORT IERI ete eMe 5 1 2 JOUTAVORITES eU EE Pe UN HE dice eH d rude 3 TS ABOUT 6 T4 CHANGE PASSWORD a E ET 6 5 LOGOUT xiu dtr iau ieu m I du m dm 7 GENERATING WIZARD RE PORT DITE IDE QUII v a ET Etpe 8 Z IREPORT TYPE e I tte e E te e I teu a 22 STANDARD REPORT te etn tei o eiie Vio bei e iei EUIS 9 2 9 CHOOSING THE DATE RANGE d docct to Mite 10 2T PIETERING DATA 12
40. NEM 5 eee eem 000 4 62 2 nd 17 22 281 Oo aii RR EM Los 5 Buchanan 534 99 40 0 53 244 3 161 20 73 30 2 32 15 642 80 626 10 LA Suma od Nessun rf 3 Leverling 455 1 657 50 15 19 485 8 317 40 1 072 30 12 89 2 597 00 585 20 8 __ Callahan 35 0060 6148725 547 6545980 283430 775820 1 347 05 7 King 355 448 80 2 75 130 61 810 20 358 65 19 81 14 484 40 690 15 9 Dodsv 80 12 159 294 1 455 10 6683 00 Figure 28 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 INTERACTIVE REPORTING and can create their reports from a more compact page than the simple wizard pages The Advanced Reporting tool is explained in more detail 10 Chapter 4 29 INTERACTIVE REPORTING 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 exampl
41. Order By Group By iix v v v __ Week Ge ae eee Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters Tabla Horz Stack Stk Vert Stack Stk Line Var Var L Var Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2010 31 03 2010 01 04 2010 30 06 2010 2 Comparison Variation 1 _ 23 879 60 1 150 70 4 82 614 909 40 2 03125 8 970 20 880 55 2 Fuller ees ES 17 22 65940 80 6576 85 Shanon 3 00009 _ TEOL EONA 15 19 ______ _ SEO SEn 4 Peacock 632 880 30 64 888 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 s Sma o eae ee _ 275 6 8020 A 8 7 701 60 1 487 25 15 459 80 1 347 05 9 PARAHA AEAEE AEAEE EEA AEE EEEE AEAEE AEAEE AEEA PE EEE SEE PEE PE EAEE PPE PEE PPE PEE PE Pre PE PPE PEE
42. anan 73 30 99 40 47 25 1 566 40 1 691 85 2 3296 0 5396 1 7996 18 9896 5 1596 15 459 80 7 701 60 19 271 60 8 209 15 50 542 15 Callahan 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 Davolio 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 Fuller 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 5 217 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 3 Leverling 1 072 30 1 657 50 3 213 00 9 863 50 15 806 30 12 8996 15 1996 10 8396 28 3496 18 8896 4 Peacock 4 888 95 2 6 742 75 17 941 80 14 8796 25 8096 14 4696 9 648 90 8 082 20 4 109 80 14 670 74 36 511 64 6 Suyama 185 80 608 30 34 60 4 286 54 5 046 04 13 82 27 INTERACTIVE REPORTING USER S GUIDE gt Comparison Report The Comparison Report is the final report wizard option This report allows the user to compare data ove
43. 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 uset 15 returned to the Report page if a selection of reports 15 available Otherwise they are returned to the Report Type Page Interactive iReportin Change Password Help Change password Enter your existing password and enter the new password twice Current Password New Password Confirm Password INTERACTIVE REPORTING USER S GUIDE Logout The Logout link logs out the current user whose user name is shown after the semi colon In Figure 2 the user s name 15 oggs as be seen in top right corner Once the logout link is pressed the user is directed to the main login screen Figure 1 INTERACTIVE REPORTING USER S GUIDE Generating Wizard Reports Putting Interactive Reporting 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
44. ard 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 the 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 particular categorization View by determines the value upon which the Top Bottom option is chosen e Properties determines various options for showing hiding specific rows from the 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 INTERACTIVE REPORTING 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 INTERACTIVE REPORTING 43 INTERACTIVE REPORTING USER S GUIDE Interactive Order by Options Order By Profi
45. 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 with a chart and Figure 17 those associated with a Horzontal or Vertical chart These sets of properties can 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 ta Default Show Caption Caption Show Legend Legend Position Legend Title Legend Border Color 8000000 Exploded Segments 21 Show Values Show Values Border a Show All Unit Axis Text M Fill Style Pie Label Mode More 6 6 Figure 16 19 INTERACTIVE REPORTING USER S GUIDE Reset to Current Reset to Default Suppress Headers Print Excel Show Caption Caption Show Legend Legend Position Legend Title Legend Background Color Gob Legend Border Color a Show Values Show Values Border Show Constant Line Constant Line Value Constant Line Label fs Constant Line Color Constant Line Thickness Cons
46. date range for 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 the 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 buttons would have created reports for March 2005 and May 2005 respectively 49 INTERACTIVE REPORTING 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 a scrollable table or not and they can be sorted 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 is always a point of reference as to which data t
47. dkost Drachenblut Delikatessen Simons bistro Highest Margin Customers Avg Cost Avg Price Margin 633 15 30 00 10 49 17 37 16 30 6 5796 21 39 20 63 3 70 21 31 20 68 3 0596 21 40 21 30 0 5096 16 23 16 51 1 6896 647 87 648 80 1 89 22 94 23 63 2 92 36 49 37 75 3 32 12 72 13 17 3 45 19 71 20 64 4 51 13 83 14 59 5 19 615 91 16 81 5 37 22 67 24 03 5 65 19 78 21 19 6 65 22 22 23 82 6 71 16 62 17 83 6 81 34 56 37 20 6 85 8 01 8 61 6 90 71 03 76 40 7 03 INTERACTIVE REPORTING USER S GUIDE Generating Advanced Reports Putting Interactive Reporting 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 use
48. e 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 Moron 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 lt lt Back Next y Figure 19 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 1 2 or 3 Visualizations per Row 22 INTERACTIVE REPORTING USER S GUIDE Wizard Reports Northwind Demo Visualization Configuration ERY Reports Choose Visualization Configuration AX 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 gt 4 Date Range Visualization Properties 5 Filters 6 Configuration Total Sales Advanced 2 Visualization x 0 Constant 22 2 26 Margin Top
49. e Last Year TopiOFavoribes 5 III CPC CCELI E I ED CP D E MID ENIM 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 Most Profitable Most Profitable Compare Sales by Day C 22 RepeveCatepor Pieka MTD hsv 8 Sales by Month Start Sales Date 01 04 2010 12 More Favorites CE 4d 4 34 End Sales Date 20 04 2010 2 Figure 27 An example of a comparison report is presented in Figure 28 The following report compares the sales figures from each Saks Rep between the first and second quarter of 2010 Analyze By Then By Order By Group By Var Sales Rep Sales By Quarter Desc No grouping amp Q Ow HP LJZ amp b BEBE i Bs E M aes Wizard Advanced Lock Favorites Dashboards enum Update Print Export Compare Filters Table Horz Stack Stk Vert Stack Stk 9e Line Var Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2010 31 03 2010 01 04 2010 30 06 2010 B lt a p lt g AM Peacock 13850 32 880 30 WR E 14 87 826 12 645 50
50. e 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 List When a favotite report 15 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 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 We Reporting About Logout jbloggs sud EE Eu uuu du uu xu du x uu uuu Report Tasks Reports Favorites f LSP Reports Favorites A Administration Hide Shared Title Owner Hits 8 Dat Edit Delet 10 1 Report Q9 9 DateRange t 2 2 24 Categories by Margin Northwind Demo jblogas Joe Bloggs 2 01 01 2010 31 12 2010 E visua All Favorites 15 E Chart of Sales By Month with Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 31 12 2010 Chart of Sales by Rep vs Quarter Northwind Demo jblogas Joe Bloggs 0 01 01 2010 31 12 2010 Ei Dashboard Tasks Cr
51. eate New LJ Customer Comparison Report Northwind Demo jbloggs Joe Bloggs 0 01 07 2009 31 12 2009 v01 01 2010 30 06 2010 7 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 Click on the title of a favorite to execute it I You may edit or remove t Northwind 06010 jbloggs Joe Bloggs 2 01 01 20 10 31 12 2010 favorites by clicking on the appropriate icon Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 31 12 2010 E 2 Northwind Demo jbloggs Joe Bloggs 0 01 01 2010 31 12 2010 Northwind Demo jbloggs Joe Bloggs 5 Last Year 54 Sales Rep Comparison Chart Northwind Demo jblogas Joe Bloggs 0 01 01 20 10 30 06 2010 E Email notification sales Rep Pie Chart Northwind Demo jbloggs Joe Bloggs 1 01 01 2010 31 12 2010 EH Supplier Analysis Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 30 06 2010 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
52. ed reports Clicking the Save button returns the user to the report page e Update allows the user to update an existing favorite report When clicking this button the user is redirected to the page of Figure 43 The user can then select from the list which existing favorite report they wish to update Clicking the Update button redirects the user to a page similar to that of Figure 42 so that the user can then edit the favorites options if they wish before finalising the update procedute 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 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 or more visualization graphs for the report click Visualize and the new v
53. er a valid email address and choose the favorite format m xo m ete m xo m xo M ete m 2x m Reports Northwind Demo Favorites Edit Favorite Most Profitable Items Edit Favorite Most Profitable Items 55 32 INTERACTIVE REPORTING 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 underneath 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 fo
54. es by Day C Reps vs Categor Sales by Month More Favorites BS oy Then drilldawn into P 3 Figure 23 In 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 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 26 INTERACTIVE REPORTING USER S GUIDE 1 Pivot Fields 2 Date Range Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most 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 _ Sales Rep Wizard Advanced Lock FS BE PY SERB ul Reports orthwind Demo Sales Rep v Quarter sales Date 01 01 2010 31 12 2010 64 2 display Total Sales Profit Margin gt 3 161 20 18 804 00 2 634 40 8 252 40 32 852 00 Buch
55. es 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 years and with annotated text to display the data as scrolling through time 71 INTERACTIVE REPORTING USER S GUIDE Analyze By Sales By Week T Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Cols Filters Reports Northwind Demo Week sales Date 01 01 2010 31 12 2010 2 Total Costs Total Sales by Week Total Costs 513 Total Sales 8 17 June 12 2010 18k Figute 77 Another powerful Visualize report that explores several indicators over time is the Motion visualization which applies only to reports grouped by a Date field Figure 78 This is a complicated 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 The 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 72 INTERACTIVE REPORTING USER S GUIDE Group By w Y Wizard Advanced Favorites Dashboards Save Update Print Compare Visualize Filters Table Reports Northwind Demo Customer by Week Sales Date 01 01 2010 31 12 2010 Chart ty
56. esults 15 INTERACTIVE REPORTING 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 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 user can select how the data should be displayed in the table horizontally with the labels shown in rows and the data in columns or vertically with the labels in columns and the data in rows The user can select whether to show hide the Grand Total row or whether they would only like to view only totals by hiding the Report Rows They can select to show hide the 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 rows 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 MAR rasura maderas md Properties Reset to Current Reset to Default Layout Horizontal
57. et of selections from the wizard pages as described above The following settings have been used to generate this example report Select Report Type Standard Report Choose Analysis Report Parameters Fst Examine is set to SalesRep the top Then drilldown into is set to Customer and the final Then drilldown into is set to Categories e Choose Date Ranges This was set to Last Year 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 NOT filter Choose Report Configuration Group By was set to Sales by Quarter while Order By was set to Avg Price Analyze By _ Then By Order By Group 7 Sales Rep v ER Customer zj s Avg Price v 7 Te Sales By Quarter yj um 2 SEE Caw y Y SEER thi um Ies 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 5 Rep NOT v Fuller 499 lt Date 01 01 2010 31 12 2010 9 8 Callahan 547 62308 28 26 12 625 50 2 15 459 80 2 834 30 18 33 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
58. 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 2 4 25252 C _ Interactive poe ES 2 Reports Northwind Demo Customer 10 Save Report Save Report Save current report as a favorite Favorite Title Schedule E mail Share Favorite Catego Edit Save Favorite y Enter a title for the favorite If you wish to email the favorite check the box and enter valid email address and choose the favorite format Figure 42 Reports Northwind Demo Customer 10 Select Favorite Update an Existing Favorite Select the favorite you wish to update Favorites Categories by Margin Figure 43 46 INTERACTIVE REPORTING USER S GUIDE 47 INTERACTIVE REPORTING USER S GUIDE Interactiv e B Configure Report Figure 46 Edit Filters All Alfreds Futterkiste nparedados y helados Antonio Moreno Taqueria 55 the Aniseed Syrup 3 _ Chef Anton s Cajun Seasoning 4 Sales Rep vor Callahan Davolio Add a Numeric Filter Figure 47 4 4 Breadcrumbs The breadcrumbs indicate all the steps taken by the user to reach the current page level of t
59. gin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sales by Day Reps vs Categor Sales by Month Ww More Favorites Figure 7 11 INTERACTIVE REPORTING 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 filter 15 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 CTRL key when making the selections The second option available is the single select combo box An example of this is the Customer dropdown list Only one filter value 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 blank then all the values of this field will be included the report To reset any filter selections the user can click the Reset link at the top right corner of the filters page Interactive Mi Reporting 1 Analyze by Fields 2 Date Range 3 Filters 4 Configuration
60. groups modify its definitions and apply some deeplinking To schedule emails to be sent to specific email addresses the Schedule Email checkbox must be clicked and the page changes to the one shown in Figure 31 The user 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 To modify the favorites definitions the user must click the Modify 30 INTERACTIVE REPORTING 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 INTERACTIVE REPORTING from an external page and provide the required report parameters to be replaced by external values optional the
61. h 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 By 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 breakdown 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 38 INTERACTIVE REPORTING USER S GUIDE Quantity of Data Displayed View 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 e Top 5 100 displays the Top 5 100 values in the resulting report sorted by the value selected from the select list next to the option For example analysis by customers with 20 by Total Sales results in the twenty customers with the highest total sales e 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 extrac
62. he report To return to an earlier page the user simply clicks the relevant section of the breadcrumb link The start of every breadcrumb is Reports which redirects to the Choose Report page Figure 2 The second step of the breadcrumb sequence is the of 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 48 INTERACTIVE REPORTING USER S GUIDE return to previously visited INTERACTIVE REPORTING pages or reports The last breadcrumb link allows the user to edit the last report query via the advanced or wizard 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 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 number of filter values are selected only the first 20
63. he 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 s s 55562 Fa GroupBy 00000 ii SP No grouping Reports Northwind Demo Sales Rep Sales Date 01 01 2010 31 12 2010 7 48 179 25 53 397 00 5 217 75 3 Leverling 3 237 0 97 67 892 85 83 699 15 15 806 30 18 8896 4 Peacock 4 917 21 58 106 106 95 124 048 75 17 941 80 14 46 x Buchanan Pie D eH eee e ow MM 2222 6059 95 59 640 00 69092558 13 06 z 44 762 95 _ 656 14150 11 378 55 20 27 8 Callahan 2 356 617 62 41508 0 50 642 15 9 13395 18 04 6 Suyama 1 704 18 47 31 465 60 36 511 64 5 046 04 13 82 9 Dodsworth 100 16 04 Figure 50 The way report results are displayed can also be modified from within the Properties options which appear 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 wi
64. iew all pivot quantities The values for 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 prm v Sales By Quarter e No grouping vl 2 BP Y EE BE x 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 Date 01 01 2010 31 12 2010 el Display 5 3 161 20 18 804 00 2 634 40 8 252 40 S Buchanan 73 30 99 40 47 25 1 566 40 1 9 8 RENE Ld 15 459 80 7 701 60 19 271 60 8 209 15 8 Callahan 2 834 30 1 487 25 2 800 45 2 011 95 14 909 40 23 879 60 15 330 10 615 520 90 1 2 031 25 1 150 70 2 336 55 3 574 05 LU 4 955 30 6 410 40 2 979 30 4 512 30 9 Dodsworth 95 80 778 80 569 30 1 265 80 uu 5 940 80 16 893 90 7 639 30 25 667 50 2 576 85 2 908 90 745 30 7 147 50 E V EET LL 1 810 20 16 294 60 21 461 60 13 830 60 7 King 3
65. ion Northwind Demo Advanced Top 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales ER Customer Compar MostProfitable Most Profitable Sales by Day 20 Reps vs Categor illa Sales by Month More Favorites Figure 2 Top 10 Favorites The 10 Favorites task bar at the left side of the Choose Report page Figure 2 allows the user to view directly one of the 10 most popular previously saved reports More favorites INTERACTIVE REPORTING USER S GUIDE can be viewed by clicking the More Favorites link at the bottom of the task bar This task bar is also available at the wizard and advanced report pages 1 3 About When the About link of the upper right corner of the Choose Report page Figure 2 is clicked a popup box appears This contains two pieces of information the version of the cutrent INTERACTIVE REPORTING and the date at which this version was created 3 3 0 Build date 04 March 2011 1 4 Change Password INTERACTIVE REPORTING 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 Change Password link at the top of the Report page The user will be then directed to the screen of Figure 4 To change Passwotd type the current password into the Current Password box
66. isualization 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 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 fields 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 45 INTERACTIVE REPORTING USER S GUIDE Table displays the report at a table format as shown in Figure 39 Horz bar displays the report as a horizontal bar chart e Vert bar displays the report as a vertical bar chart displays the report as a pie chart e Line displays the report as a line chart e Fonts allows the user to select the
67. ize Chart Report width 380 Height 300 Apply to All M sasuauanannuuaanauunuzauua 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 window as shown in Figure 73 In order to add any formatter to the quantities visible to the table the Custom 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 68 INTERACTIVE REPORTING USER S GUIDE the bar and the colours to indicate whether a 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
68. ld like to view There are 10 different Visualizations that can be generated e Annotated 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 aline chart visualization It displays tips when hovering over points 21 INTERACTIVE REPORTING USER S GUIDE only in Date Grouped reports Motion a dynamic chart that explores several indicators over time It can be used Pie pie chart visualization It displays tips when hovering over slices It cannot be used in grouped reports Scatter a scatter chart visualization that 1s used to map correlation between sets of numbers It cannot be used in grouped reports e 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 Vertical a vertical chart visualization It displays tips when hovering over bars Interactive Reporting Reports Northwind Demo Visualization Type Wizard Le Reports Wi
69. n 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 to 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 whic
70. n 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 62 INTERACTIVE REPORTING USER S GUIDE 5 En En En Lec peu 5 E m X Mim EE LT 5 iimeoente J gment EE 5 PREE PET 20 _ Be at d S MONMEE 27 M 1 0 7 GRON VORMT pu 22 ux E Es v NE 455 s Eus Lance ere E 63 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Order By Group By Display Sales By Month Al Customer Month Mogmuping Total Sales B Gx Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Bar Vert Bar Pie Line Reports Northwind Demo Month sales Date 01 01 2010 31 12 2010 amp D 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 top of the chart data These options a
71. n of the same report appears at Figure 65 60 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Group By Sales By Quarter amp G xw 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 2 D 01201122 Q2 2010 2010 Q4 2010 00052 r 0005 c ce Gh Resize chart Figure 64 61 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Group By jSaesRep zd Customer Sales By Quarter Al DP CN 2 Wizard Advanced Favorites Dashboards mum Update Print Compare Cols Filters Resize Table Horz Stack Stk 5e Vert Stack Stk Reports Northwind Demo Sales Rep by Quarter sales Date 01 01 2010 31 12 2010 2 02 Total Sales 2 m Total Sales Sales to Quarter Q1 2010 Q2 2010 calakan El Dodsworth 03 2010 ee verling _ Peacock Q4 2010 Figure 65 Chart reports be greatly enhanced by applying extensive set of properties as shown in the Properties options which appear on a new popup window whe
72. o visualize data and generate more complicated reports that dissect the requested information in different eraphical and tabular representations A Visualize report may look like the one shown in Figure 70 To generate this report you can use either the wizard 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 66 INTERACTIVE REPORTING USER S GUIDE Wizard Advanced Favorites M ewe Update Print Compare Vi Wade Cols Filters Table Reports Northwind Demo Sales Rep Sales Date 01 01 2010 31 12 2010 fz 02 Visualization Dimensions Total Costs Total Sales by Sales Rep 2 DO Avg Cost Avg Price Margin by Sales Rep Visualization Buchanan Properties Avg Cost Callahan Margin Davolia 30 rg Dodswoarth Fuller 20 King Levering 0 Suyama 9 x ya a 2 P oe om wo MO gi S gt Mr d Profit by Sales Rep A Profit Total Costs by Sales Rep B Total Costs 60 000 30 000 0 c Figure 70 Additional visualizations can be seen the Figure 71 which shows different parts of data tabular gauge and scatter representations 67 INTERACTIVE REPORTING USER S GUIDE _ Analyze By Then
73. 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 or resize the chart according to the user s will 59 INTERACTIVE REPORTING USER S GUIDE ee ahs 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 with the May 2070 volume will give a bar chart of the performance during that quarter similarly 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 10 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 versio
74. on m n Chartreuse Chef Anton s Cajun Seasoning ugue NE Anton s Gumbo Mix Chocolade C te Blaye Escargots de Bourgogne Mix 9 QUICK QUICK Stop Flgtemysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino 5 18 682 10 3 052 55 16 34 ERNSH Ernst Handel Grandma s Boysenberry Spread Gravad lax Gudbrandsdalsost Gula Malacca 0 14 678 50 2 650 00 18 05 MEREP Paillarde 271 57 13 664 17 15 481 00 17 389 20 1 908 20 10 97 TORTU Tortuga Restaurante 97 45 20 60 31 4 384 50 5 850 00 1 465 50 25 05 RATTC Rattlesnake Canyon Grocery 411 32 55 35 60 13 377 00 14 632 90 1 255 90 8 5890 HUNGO Hungry Owl All Night Grocers 346 14 43 17 78 4 992 50 6 151 70 1 159 20 18 84 PICCO Piccolo und mehr 140 88 93 96 71 12 450 00 13 540 00 1 090 00 8 05 BLONP Blondel p re et fils 228 26 40 30 64 6 020 00 6 986 00 966 00 13 83 SIMOB Simons bistro 58 172 66 182 00 10 014 40 10 556 00 541 60 5 13 QUEEN Queen Cozinha 122 84 71 86 14 10 334 30 10 509 40 175 10 1 67 Other 4 229 17 28 19 58 73 076 75 82 814 85 9 738 10 11 76 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 A page like the one shown in Figure 49 enables the user to select new
75. option or to select only a single gauge to display associated with one of the Analyze by results or with 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 amp Interactive Reset to Current Reset to Default Show Caption Caption Avg Cost by Categories Show Dairy Products All e Condiments 7 1 Confections Dairy Products _ Grains Cereals Meat Poultry Produce Seafood Total 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 To a gauge only 70 INTERACTIVE REPORTING USER S GUIDE Then By Order By 2 Customer Category grouping 7 19 m 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 5 Avg Cost by Categories nfections ae 72 15 Total Cost everages 21 ins Cereals Avg Cost 3 22 Figure 76 The Visualize report also allows for the generation of an animated time seri
76. ore 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 Sales Rep vorl Suppliers gt Add a Numeric Filter 9 Figure 38 12 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 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 Range Selection supports ranged selection in text box filter fields such as the Invoice field seen in Figure 38 The character is
77. pe Ay Customer Colour Lin 1 fy 2 gt 2 5004 Size 2 000 Profit 4000 1 5004 Select Trujillo Empared Antonio Moreno Tagu Around the Horn 500 O erglunds snabbkop Blauer See Delikates 2 Blondel et fils Bon app Bottom Dollar Markets B tido Comidas prep Comidas para C Centro comercial Mo w Trails b 1 0004 EET u e ca ca 522 522 2 2 5 2 t Click to play Figure 78 73 INTERACTIVE REPORTING USER S GUIDE 4 11 Comparison Report Another potent option that INTERACTIVE REPORTING offers is its ability to compare data across different time periods A typical Comparison report looks like the one 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 Sales 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 Fioure 51 Analyze By Sales Rep A GR B
78. r 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 a more advanced but easy to use interface to your 36 INTERACTIVE REPORTING USER S GUIDE Interactive About change Password Logout 00995 Au IR Website Report Type Report T User Manual Analyze C pwot C Chart visualize 9 C Compare Northwind Demo Go Administration Report Parameters Report Tasks i Analyze Sales Rep 719 Order By Description Desc gt eports x Then 9 Group grouping 71 Then By Categories T 6 Advanced View Al by Total Sales Favorites Date Range Last Year um Start Sales Date 01 01 201 0 End Sales Date 31 12 2010 Top 10 Favorites Sales by Month Properties Ear in amp tH d Highest Margin Customize Look amp Feel Categories by H Most Profitable Report Filters 4 Soles C Add a Textual Filter Reset Chatar ONES UA gt Add a Numeric Filter T Chart of Sales Customer Compar Mo
79. r 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 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 Chart of Sales by Rep vs Quarter Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 31 12 2010 E Dashboard Tasks 9 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 Highest Margin Customers Northwind Demo jbloggs Joe Bloggs 3 01 01 20 10 31 12 2010 Saved Reports Help Most Profitable Customers Northwind Demo jbloggs Joe Bloggs 0 01 01 20 10 31 12 2010 7 Click on the title of a favorite to execute it You may edit or remove Most Profitable Items Northwind Demo jblogas Joe Bloggs 2 01 01 20 10 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
80. r two or four date ranges generate a comparison report the user selects the 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 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 Renorbnag meses wings wena erste grunge rue atone epe terse Shean seats etur esses
81. rch 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 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 text box in which the user can enter the value of the filter they wish If the befveen 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 tange appear at the repo
82. rofitable Sales by Day Reps vs Categor Sales by Month i More Favorites t3 Vertical Chart View your data in a vertical bar chart This option allows you to easily compare data values visually EHE Bae amp yy 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 Interactive Reports Northwind Demo Configuration Choose Report Configuration Select the desired parameters that configure your report further such as report grouping ordering view top by 1 Chart Format display quantities and look amp feel 2 Analvze by Fields 3 Date Ranae 4 Filters 5 Configuration 5 Advanced op 10 Favorites usd Where I Losi Chart Quantity Highest Margin Profit chart of Sales Oty E Chart of Sales Total Sales Ey Customer Compar H Most Profitable Properties El Most Profitable Customize Look amp Feel 69 Sales by Day Reps vs Categor Sales by Month More Favorites SPE Tere terete de Figure 15 18 INTERACTIVE REPORTING USER S GUIDE When generating
83. rt The user has the option to add more numeric fields by clicking the Add Another Link Up to 5 numeric filters can be added 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 14 INTERACTIVE REPORTING USER S GUIDE Choose Report Configuration The final section of the report wizard is 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 iblogas 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 i ______ Order by Asc Totals gt 4 Configuration Do Advanced Then Description Group by Sales By Top 10 Favorites Where Am I Losi View gt Total Sales Highest Margin i j Properties T imm Chart of Sales chart of Sales Customize Look amp Feel 69 Customer Compar E amp width 100 gt Most Profitable Mo
84. sis 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 alternative table structure can also be used for the grouped reports by selecting the Columns option from the Group Layout option of the Properties 10 which the group values are shown in separate columns in the left part of the table as shown in Figure 57 52 INTERACTIVE REPORTING USER S GUIDE Reports Northwind Demo Quarter by Sales Rep sales Date 01 01 2010 31 12 2010 SERGE ES aE Nae REED DED nd paco eren F Huarter ior HN HC NK 5 EREEREER ro ues 5 Hon HE 9 55 3553 5 2 Cost Total Sale tendu 20209020 90202420 6 26 9620 9 20 9 26 6 20 NANA SOR PERO Figure 55 53 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Order By Sales By Quarter Al Quarter amp PL Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Reports Northwind Demo Quarter by Sales Rep Date 01 01 2010 31 12 2010 0
85. st Profitable ee 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 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 37 INTERACTIVE REPORTING 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 i
86. st Profitable Show in Page Al Scrolls Sales by Day 25 Reps vs Categor illu Sales by Month lt lt Back Finish i More Favorites Figure 11 The Order By option specifies the manner in which a report should be ordered For example the sales data for Sas Reps 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 ptvot 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 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 All to select all the data Top 5 100 to select the top 5 100 r
87. t 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 39 INTERACTIVE REPORTING USER S GUIDE applied to the data when the Add a Numeric Filter link is clicked to add restrictions to the source result fields that are employed at the reports Administration Report Parameters te Analyze By Sales Rep 19 Order By Description Desc F O LSP reports Then ty i H y 5 M 9 Group grouping 7 ey Wizard Then By Categories 719 e View Al vib Total Sales l Advanced Favorites Date Range Last Year 7 LS Dashboards Start Sales Date 01 01 2010 12 End Sales Date 31 12 2010 12 Top 10 Favorites Sales by Month Properties Highest Margin gt Customize Look amp Feel Categories by Report Filters Most Profitable po B sales Rep Pie C Add a Textual Filter icum Chart of Sales ies vorl v Chart of Sales _ A Es Customer Compar Customer worl 4 EH Most Profitable Invoice No 0071 Reps vs Categor 5 4 M
88. tant Line Style Solid m Show Average Line Style Solid 51 Line Symbol Type Circle Filed Line Symbol Width Line Thickness Show All Unit Axis Text M Unit Axis Scale Mode Auto Unit Axis Min Value Unit Axis Max Value Axis Label Visibility Show Al Series Bar Spacing 10 Fill Style Solid Unit Axis Label Figure 17 Figure 18 shows Pie chart report with the Chart quantity set to Profit 20 INTERACTIVE REPORTING USER S GUIDE Then By 2 Wie amp Wizard Advanced Favorites Ss Save Update Print Compare Cols Filters Resize Table Horz Bar Vert Bar Pie ENS Reports Northwind Demo Sales Rep Sales Date 01 01 2010 31 12 2010 2 2 Profit by Sales Rep ordered by Name Legend MB euchanan callahan Davolio Pal Dodsworth 2 10 Visualization Report A Visualization Report provides an alternative and more dynamic way to view graphical representations of data It is based on Google Visualization API and can be used to view more 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 wou
89. ted 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 specific 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 tex
90. ter a title for the Choose Favorites dashboard Select the dashboard layout and enr miei Report 1 Categories by Margin wish to view your dashboard Report 2 Categories by Margin Report 3 Categories by Margin Report 4 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 switch between different dashboards by clicking on the required dashboard name on the tab panel on the top of the page return to the main Dashboards list the user must click the Back tab 34 INTERACTIVE REPORTING USER S GUIDE Analyze by Margin Reps Reps Details Categories by Margin View More Custno Sales by Month View More PRINI 80 000 SUPRD Costs 60 000 Sales 40 000 20 000 CX 99 99 oo 79 ge 49 9 Figure 36 35 Customer Gourmet Lanchonetes Wilman Kala Sant Gourmet Du monde entier Vins et alcools Chevalier Oc ano Atl ntico Ltda Queen Cozinha Richter Supermarkt Tradi o Hipermercados Hungry Coyote Import Store Princesa Isabel Vinhos Consolidated Holdings Reggiani Caseifici Lonesome Pine Restaurant Frankenversand Supr mes d lices Pericles Comidas cl sicas Morgenstern Gesun
91. th the labels appearing in rows and the data in 50 INTERACTIVE REPORTING 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 vertical layout see Figure 53 When 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 x 52 RRMA RR RRM oe EET Sm VES Es m NM x M xx x xm gt uu Ju xx e PUE gt 2000 ete zx ppc pcs NE ps oe E e Properties Reset to Current Reset to Defaut Layout Horizontal Labels in Rows Data in Cols 6 Group Layout T Show Grand Total Show Report Rows e Show Group Subtotals e Hide Zero Rows e Suppress Headers in Print Excel T Figure 51 Analyze By Then By Order By Group By _ Categories x _ v W No grouping 9 SEO OR Se al 6
92. 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 10 INTERACTIVE REPORTING USER S GUIDE Interactive 5 5 s AN E 2 edil imi hein am eim imde riim ob nie liim ie miri mb im edel iiim riim E z EX E 5 4 a a e a a a a a ee Mu uuu a ae ae Reports Northwind Demo Date Range Choose Date Range 1 Analyze by Fields 2 Date Range 3 Filters 4 Configuration Advanced Assign a date range for your report Date Range Start Sales Date End Sales Date 10 Favorites Where Am I Losi Highest Mar
93. 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 a 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 or the advanced interfaces as described 10 the previous chapters to view Sales by Month as a horizontal chart bar for the year 2010 and select to view Total Sales ThenBy OrderBy Sales By Quarter GroupBy grouping gt 1758 h dx Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz vert Bar Line Reports Northwind Demo Month Sales Date 01 01 2010 31 12 2010 2 D 49 Total Sales by Month ordered by Month Jan 2010 Feb 2010 Mar 2010 Apr 2010 May 2010 Jun 2010 Jul 2010 Aug 2010 2010 PPP ct 2010 2010 Dec 2010 10 000 620 000 30 000 640 000 650 000 60 000 70 000 e Resize Chart Figure 62 The chart reports functionality buttons provide one more configuration option mainly the ability to modify 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
94. vailable for Horz Vert and Lime charts and 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 64 INTERACTIVE REPORTING USER S GUIDE Show Legend Legend Position Legend Title Legend Border Color Show Values Show Values Border Show Constant Line pnstant Line Value onstant Line Label CONSTANT LINE onstant Line Color AVERAGE Unit Axis Scale Mode Auto Unit Axis Min Value 0 Unit Axis Value 100 Axis Label Visibility Series Bar Spacing Fill Style Unit Axis Label Figure 68 65 INTERACTIVE REPORTING USER S GUIDE Analyze By _ Sales By Quarter Al Custome E f tal Gales i Sw LE n TAE Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Stack Sth 96 Vert Stack Stk Line Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2010 31 12 2010 2 XD a Legend Average Total Sales 0 2010 222010 ENG 2010 02 2010 Callahan Davolio Dodsworth Fuller King Leverling Peacock Suyama Resize Chart Figure 69 4 10 Visualization Report INTERACTIVE REPORTING now offers an alternative and powerful way t
95. zard Visualization Format Choose Visualization Format PH Annotated Time Line Area Visualization View your data in an Areal Visualization Gauge Visualization View your data in a Gauge Visualization Horizontal Visualization View your data in a Horizontal Bar Visualization t3 Line Visualization View vou data in a Line Visualization Motion Visualization Hol Advanced 10 Favorites mm Chart of Sales Chart of Sales Em Customer Compar EH un ta Visualization Highest Margin View you data in a Pie Visualization Select the visualization type to represent the data in the report About Change Password Logout jbloggs View your data as an Annotated Time Line This is an interactive time series line visualization View you data in a Motion Visualization This is a dynamic chart to explore several indicators over time Most Profitable Most Profitable Reps vs Categor Scatter Visualization View you data in Scatter Visualization This is used to map correlation between sets of numbers Table Visualization View vou data in a Table Visualization BE Ses Dp Vertical Visualization Sales by Month View your data in a Vertical Bar Visualization Sales Rep Compa More Favorites Once the user has selected the type of Visualization Report they then proceed to th

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