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1. record is in the second quartile that record is higher than AJ Z 4x A 25 of the other records Below is a list of all of the default quantile options High School GPA ey e Quartile 4 Student distance from schoo e Quintile 5 gp S median_school e Nonile 9 Intemational Applicant Financial Aid Offered e Decile 10 E E percent with hs degree percent older than 65 e Duo decile 12 e Vingtile 20 Decile 10 e Percentile 100 red Custom quantiles may also be entered in the of Quantiles field Quantiles may be assigned in ascending or descending order RENAME EXCLUDE COLUMNS Fa The Rename Node changes the names of columns or excludes them completely from appearing on the H D I output The new names appear in any node that is EE iame dee MAJR DESC1 Vater connected after the rename node When the rename PIDM_KEY_Distine EE node is first opened a list of all of the fields appears falltospring retsined Mean Spring Retention To rename a field type the new name in the New falltospring retained_Sum Spring Count falltofall retained_M Annual Retenti Name column directly to the right of the old name EE at EET ae To exclude a column uncheck the corresponding KEEP box 6 of 6 columns selected falltofall retained_Sum Annual Count CONVERT COLUMN DATA TYPE 1 00 GEN ts Type Convert Convert Column Data type is used to File Sort easily change col
2. Excel E gay SQLServer LE CRM Ui amp Financial Aid Data E dbo college_enroll dbo dbo demo_test dbo Financial_Aid_data LE TESTING SQL n Ta e Active Processes e of Output Nodes e Connections e Notes By clicking the appropriate control this section may be hidden gt gt or viewed lt lt at any time Active Processes The Active Processes section of the Organizational Workspace displays the names and elapsed times of jobs currently running in Veera If no jobs are running this portion of the Workspace remains blank Backing Up The Workspace The content and structure of the Workspace may be backed up and restored EET to guard against catastrophic loss and corruption or to allow users of Veera ES to share their content Open the File gt Database menu from the main program toolbar Veera automatically performs a backup when the program is updated Note that individual jobs may be exported and imported without having to resort to backing up and restoring the whole program content aAa View Job DataView Schedule Tools Windo 4 NEW Freshmen Retention A SQL Job 7 39 Tutorials 4 App Lost Reports Rev 12 12 Rapid Insiahte Veera User Manual JOB TAB The Job Tab in Veera is where users can build edit and view a job Each tab is divided into five sections Connections Tasks Reports Runables and the Job Workspace Connections Jobs need data in
3. Microsoft OLE DB Provider for Excel v To open an Excel spreadsheet you must specify the spreadsheet filename Workbook folder Select Table Workbook file Worksheet File Edit Sort sa ool 2 4 aa Column Name Student ID Gender High School GPA SAT Verbal SAT Math SAT Math BINS State Legacy Student distance from school Enroll Visited Campus median_age median_school International Applicant Financial Aid Offered percent with college degree percent with hs degree percent older than 65 percent with kids percent poverty percent public assistance Major_CD ESSESSS5S5S5S5 S555 55555558559 8988 Connection Students w Aid Scientific 1 234568E 004 Currency 712 345 68 Number 12 345 68 Percent 1 234 567 89 Integer 12346 Fixed 1 12345 7 Fixed 2 12345 68 Fixed 3 12345 679 Fixed 4 12345 6789 Fixed 5 12345 67890 Fixed 6 12345 678900 Fixed 7 12345 6789000 Fixed 8 12345 67890000 Fixed 2 w Sep 12 345 68 Fixed 3 w Sep 12 345 679 Fixed 4 w Sep 12 345 6789 Fixed 5 w Sep 12 345 67890 Fixed 6 w Sep 12 345 678900 Fixed 7 w Sep 12 345 678900 Fixed 8 w Sep 12 345 678300 Pua Be eeh tables in databases like Oracle and SQL Server turned off To enable check Allow Create Table in Databases option under the toolbar TOOLS OPTIONS menu window o Output Append Add
4. Reset All Window Sizes to Defaults Reset Report Default Settings Max 1K Rows in RAM per Node 20 Default Sample Size 100000 Type Guess Sample Size 1000 Default Units Inches z Default Sort Direction for Numeric Columns Ascending Descending Default Sort Direction for Non Numeric Columns e Box is blue default Optimization is enabled or disabled in the job based on the program s e Properties for Demo global Optimization setting e Box is empty Optimization is disabled and cannot be used by any node in the job Nome DES e Box is checked Optimization is enabled for use Path DEMO by nodes in the job subject to their specific settings SR JONS E Use Optimization Rev 12 12 Rapid Insiahte Veera User Manual Optimization Node Property Each Input Node may be individually configured by the user to permit or deny the use of its data server to optimize filtering and or sorting functions when the job is run These setting only have an effect when Optimization is also enabled in the job s properties E Input Aid e Enable default Disable Filter Optimization Fle Ede Sent Optimization Help ZE e BA OO A 2 Ein Disable Filter Optimization e Enable default Disable Sort Optimization ES did EE Additionally each Filter Node in a job may be individually VI Student_D configured to permit or deny optimizing its specific filt
5. STOP JOB The Stop Job runable is unlike any other node in t Stop Job that it can be used either as an intermediate step within a job or as one of the job s endpoints It provides a means of halting a job before completion by testing whether there are data records entering the node or not Meeting the criteria selected for the test may stop just the part of the job that the node is a part of or the whole job id w Stop when NO records Stop when ANY records Stop entire job unchecked stop just this output DYNAMIC FILE NAMING File Name Parameter D Several Runables allow for the incorporation of one or more parameters into the file name Parameters i e named variables are user defined specific to each job and configured under the Edit Parameters button of the Job Toolbar To use enter a file name in the field provided Then place the cursor at that position in the file name where the parameter value should appear Finally click the parameter icon to view and select from the available list Once done the file name will appear containing the name of the parameter selected When the job is run and the file is created the parameter name is replaced with parameter s value Rev 12 12 Rapid Insiahte Veera User Manual File Name Timestamp ie Several Runables allow for the incorporation of current date time information into the name of the resulting file To use enter a file name in the field provided The
6. a Create New Connection NG Microsoft OLE DB Provider for Access D Define a new connection to a data source or clone an existing one New Existing Connection Name Data Source 2 ca SB fe br TD ora ER GE fay JS e Database Connection To connect to Access select a database file You may need to provide a user name and password Usemame Admin Password Full File Name Rev 12 12 Rapid Insiahte Veera User Manual EXCEL SOURCE TYPE Create New Connection _ Configuring an Excel based data source requires specifying the file EE ST folder location When the specific data table is being identified EE Eege the user will specify the workbook file name and choose between eg the worksheets within the workbook In this way each sheet can EEN EE EE serve as a separate data source Microsof OLE DB Provider for Eel 2007 XLSB Also note that there are three Excel file types to choose from Database Commer two Office 2007 versions xlsx and xIsb and the legacy version BEER xls The correct file type must be selected for the intended data Workbook folder source to appear as an option Rapid Insight Excel Driver It has come to our attention that Microsoft Excel Input data drivers attempt to determine a column s data type using the first eight records and as a result often passes numeric values as nulls Formatting of the corresponding column in Excel has no effect
7. button to open the Specialand Periodic with Beleeg Deen mms Schedule Editor window a ce on Fixed Dale amp Time Once Anytime The styles of scheduling available are selected from the Type dropdown Wee See Tines list Once a type is selected other fields may or may not be active in Selected jarrua ad i jj i jy Selected Yeardays Once a day response to the choice In most cases a Commence and Conclude Periode ected 7 date and time must be entered When additional days times might also ae NG N need to be chosen this is done by clicking the Selected Times button pecial and Periodic Special and Periodic with Selected Times To select a date or time on the screen that appears select the choice with the mouse then click the Set button IN Rapid Insight Inc Veera Scheduled Jobs aa ER SCHEDULED JOBS TAB cal File ver Job Data View Schedule Tools Window Help Select Schedule gt Scheduled Jobs from the toolbar menu to review all jobs currently scheduled This will open a new tab in the program labeled Scheduled Jobs NOTE Veera must be open for a scheduled job to run Com Cree Coe Se Status Next Run SCHEDULED JOBS DETAILS AND HISTORY Scheduled Jobs History 3 The Detail and History buttons on the Scheduled Jobs tab open windows that provide additional information on jobs that have been run and their results when selected SENDING EMAIL NOTIFICAT
8. e Not In specified list e Contains found within column value e Does Not Contain not found within column value e Starts With the specified value Rev 12 12 Rapid Insiahte Veera User Manual e Ends With the specified value e Is Missing no value exists may be h Cleanse High School GPA Round e e File Edit Sort filled with the value of an earlier Elle 3 AJ 2x a lagging record Student 1D EE Gender High School GPA e Always always replace with the value Sven High School GPA of an earlier lagging record State Round Up Round away from Round Down gt Round to Nearest Legacy Student distance from school Enroll Clicking on ADD will save the test and the Vatod Campus E l Examples intended action When the conditions are Intemational Applicant met Cleanse will overwrite the existing data a semen EG e ent ids with the new value hme ponas peii assistance Name High School GPA Add Sample rows 5000 Cleanse Operation Name Cleanse Type Cleanse Operation Rounding Tests When a numerical column is selected for evaluation additional test options are made available These include dp Enter the value to replace e Round Up e Round Down e Round away from zero e Round to the Nearest even In the second example shown the column High School GPA was selected from the column on the left A test was a
9. high low would return the value of high if the field represented by A was greater than 50 and low if it is not greater than 50 Note in this case since the output values are text single quotes are put on high and low and the result type would need to be set to text Functions Operations Clicking the f button displays a list of functions Clicking a function shows the definition and parameter requirements of the function The function can either be manually entered into the formula box or double clicked to automatically appear in the formula box MATCHESREGEX FUNCTION MatchesRegEx is a function that takes a text column and returned a 1 when the text string matches the desired regular expression RegEx In effect MatchesRegEx acts as a universal IS function although users must develop the testing expression Fortunately searching the Internet for regex provides a wealth of examples For example e This RegEx will only match a valid social security number i e it won t match 000 00 0000 000 0 6 d 2 7 0 6 d 7 012 00 d d 3 0000 d 4 e This RegEx will match currency with or without cents and optional sign M S d d 2 e This RegEx will match positive integer d Boolean Operations Users can create Boolean true false or 0 1 variables Choose the columns to work with to assign variable tags Type an expression and choose the output t
10. or Save and Exit controls on the Job Workspace toolbar or e Selecting the Job gt Save option from the main program menu Exporting and Importing Jobs Veera allows users to share their jobs by exporting and importing them individually This is done by either e Selecting the Job gt Export option from the main program menu e Right clicking on the job from the Workspace tab and select Export from the menu e Drag and drop the job from its location in the Jobs section of the Workspace tab to the desired location on the computer Jobs will be saved as files with the Veera Job File type vjf To import a job the new job will appear in the Jobs section of the Workspace tab e Right click in the Workspace gt Jobs section and select Import Job and select the vjf file to be imported or e Select Job gt Import Job from the main toolbar menu and select the vjf file to be imported or Rev 12 12 Rapid Insiahte Veera User Manual e Drag and drop the vjf from its location on the computer into the desired folder of the Jobs section of the Workspace tab Imported jobs often need to be reconnected to a data source in the new environment Either e Create connections and select files tables whose names match those in the job or e Remove the job s current connections and use existing connections to replace them Collaborative Cloud Rapid Insight hosts a free forum for users to share and trade copies of their Vee
11. place the mouse pointer above a node s note icon Edit Parameters This control manages the parameters established by users and DERE available for use in configuring the nodes of the current job b Oe Parameters named variables are user defined specific to each job Name Data Type Value Prompt For Value and applied to formulas found in a variety of nodes Analysis Year Integer 2011 v Location Text Main Checking the Prompt for Value box will cause a pop up dialog box to appear any time the job is run requesting the user enter a new value for the parameter Undo Redo Use these buttons to undo or redo any recent actions performed in the Job Workspace Save and Save and Exit Use the first button to save any current work Use the green checkmark to save any current work and exit the node or exit the job Rev 12 12 Rapid Insiahte Veera User Manual Wizards IMPORT SCORING MODEL with without SEP Overview When users of the Rapid Insight Analytics product create a predictive model it is saved as an rism file That file contains the mathematical formula the optional standard error of the prediction SEP and all the related variables that define the model It s typically used within Analytics to apply probability scores to records trying to predict the behavior the model was designed to address The Import Scoring Model Wizard allows a user of Veera to make use of that same rism model file Thi
12. Column Name Variable Definition DAYOFWEEK D Function Definition Ho Retums a string representing the day datepart of the specified date Sunday Monday etc New Variable Name Transform Operations Name SAT Combined High School GPA_Bins SAT_TOTAL Transform Column SAT Verbal SAT Math High School GPA SAT Verbal SAT Math Formula Binning Formula Transforms DateStr DateStr D 1 DaoWeek naa Of Week DayOfWeekN EH DayOfYear Summary Real A B Low when High School GPA lt Real IF AJ gt 0 AND B gt 0 JDL parameters that are requested the function definition as well as the parameter definitions are contained in the Function Definition box Once the required parameters are filled in name the new transform then click the Create button If no date time columns are found the column list is blank Editing a Transform Operation Transforms can be edited at any time by clicking the transform at the bottom of the window Once the edits are made click the Update button to update the transform A transform can also be removed by clicking the transform and clicking the Delete button Copying a Transform Operation Formulas and bins may be copied by right clicking the entry in the Transform Operation list at the bottom of the window and selecting Clone Transform An identical copy of that operation will appear in the list Exporting and Importing a Transform Ope
13. ES colored green those related but not meeting the p value threshold will be colored red and those not related will be colored black Beside each variable is also listed its statistical test results and the transform providing the strongest statistical fit Rev 12 12 Rapid Insiahte Veera User Manual Output Options There are three main Variable Reduction configuration options e Keep Column Columns marked in blue will be kept if relevant and left behind if not This setting may be manually overridden to always keep checked or always discard unchecked e Create Related Best Fit Transforms Checking this option will direct Veera to create those transformed variables that were judged to be the best statistical fit e Create Related Category Transforms Checking this option will direct Veera to create binary variables from those individual categories judged to be statistically relevant View Relationships Chart Selecting a variable from the list will graphically display its relationship to the Y Variable R PROJECT LES The R Project node provides a means of incorporating scripts from the popular open source statistical language R into Veera jobs The node initially offers several pre programmed scripts to pick from though this list may be supplemented by the user 8 CS R Project Selecting Variable Variable Categorical Variables Selected Variable s ZipCode d The R
14. NEE eelere will also apear in the output Together these p columns determine how many records appear in EA A the output In effect one data record will be ee output for each unidue combination of values Student ID ae found in the columns listed in this section eee SAT Math BINS lt In the example shown the two SAT scores are State being aggregated to find their median values Legacy Student distance from school Median By Columns Because these scores are being aggreagated by ees ge Gender one record of median SAT scores will Visited Campus appear for each unigue value of gender found in median age the incoming data de sie CLEANSE COLUMN DATA Overview Cleanse Data is used when column data need h Cleanse State Cleanse File Edit Sort to be replaced or rounded based on one or ane 2444 2x a EI more user defined tests Studer a Replace Operation When Defining a Replacement Test a EE Clicking on a column name from the list on the Studen Iio wan NH left selects it as the source of the data to test Then the type of test is chosen from the E Replace With Lag 1 following options od aslonnde AE Gees ee uM Cleanse Operation Name Cleanse Type Cleanse Operation e Equals e Not Equals lt gt Ready e Greater Than gt e Greater Than or Equal To gt e Less Than lt e Less Than or Equal To lt e In specified list
15. Project screen is comprised of several sections The R Scripts dropdown lists the available scripts to pick from By editing the RScripts config file located in the program folder users may add new R scripts modify existing ones or delete some altogether H H Script Template require rpart quietly T RUE input lt read table InFile header TRUE sep check names FALSE result lt rpart ZipCode data input method exp output lt capture output summary result Cat output file OutFile sep r n append FALSE Once an R script is selected the input parameters required by the script along with their data types are listed in the Parameter Name field Users then select each listed parameter in turn and designate which of the available data columns will be used to satisfy its requirements The output of the R Project node is determined by the script it s running This will either be a report based upon a single text based column or a multi column dataset Reports OVERVIEW These are report formatting options designed to be used in conjunction with an Output Report runable to provide a particular look or style Veera provides 6 unique report styles that can be incorporated into any job There is no limit to the number or types of reports styles that can be used though there are some restrictions on their order The 6 report types styles are Rev 12 12 Rapid Insiahte Veera User Manu
16. all data emerging from this node are converted to type Text Because of this care should be taken when using the output of this task File Edit Sort Lil ox TE NG Column Name Student ID High School GPA SAT Verbal SAT Math SAT Math BINS State Student distance from school Enroll Visited Campus median age A Ke d ew Group By Column Name Format Data Columns Column Name Format Include Totals for Data Columns Rev 12 12 Rapid Insiahte Veera User Manual PROFILE REPORT A Profile Report is used to summarize a column s basic statistics The user may choose any column to profile Select from the left side and double click or use the File Edit Sort il arrow to identify the Profile columns There are Column Name a Student ID several options on how to profile the data They ees 3 SAT Math High School GPA include SAT Math BINS State Legacy Enroll e Min Value Student distance from school Visited Campus e Max Value a Z Max Value V Mean e x International Applicant Range Max Min Financial Aid Offered V Number of missing values 4 mm e Mean e Number of observations e Number of missing values e Number of unique values All data unable to be N Rapid Insight Inc Veera Data View Students w Aic HE calculated due to variable 1 File View Job DataView Schedule Tools Window Help type will be left blank
17. any particular field In the example below the frequency is being determined by Gender At the bottom right of the window you can select the sort by and sort direction of the data You can also choose the percent format Running this to an output gives each unique value of gender the number of times it was represented in the data the it amounted to as well as the cumulative frequency and percent Frequency must output to a Report node in order for the headers to be SAT Math BINS State Student distance from school used otherwise they will appear as a row of data NOTE Regardless of their original g 1 column types all data emerging JE from this node are converted to type Total records gueried 10000 Obs Coll Legacy Non legacy Non legacy Legacy Student Male Loaded Data Statistics gt Col2 Cola Male 2603 Female 1615 Col4 Gender Frequency Percent 58 36 158 4 Legacy Student Female 122 3 Text Because of this care should be Col5 Col6 Cumulative Frequency Cumulative Percent 2603 4218 4376 4498 taken when using the output of this task GROUPBY REPORT GroupBy Report is used in designating how an output should be sorted and grouped and the associated column values formatted GroupBy must output to a Report node in order for the headers to be used otherwise they will appear as a row of data NOTE Regardless of their original column types
18. be listed Once the Terms and Conditions box is checked clicking the Download button on the Details page will start the process of adding the item Any attached files will also be downloaded with the user being directed to select the destination folder CONTRIBUTING AND READING COMMENTS ABOUT Z Details ITEMS IN THE COLLABORATIVE CLOUD Title Retention Dashboard Contributor Jeff Fleischer Users may read comments on Collaborative Cloud items EE EG TUN pn by clicking in its Comments field or by clicking the ZE cription Comments button on the items Details window A EE separate Comments window displaying all the comments Tm 7 5 2012 9 55 AM Added Attachment Retention Dashboard vg their authors and their contribution dates will open 7 5 2012 3 55 AM Added Attachment Fal08 Al Students csv 7 5 2012 9 55 AM Added Attachment Fall09_AllStudents csv i 7 5 2012 9 55 AM Added Attachment Retention Dashboard vjf To add a comment click into the lower half of the 7 5 2012 9 55 AM Added Attachment Fall09_AllStudents csv Comments window and start typing Clicking the Add er Comment button will upload the text as a new entry al e al N Fall08_AllStud Fall09 Ai DELETING ITEMS FROM THE COLLABORATIVE CLOUD se oh Only the contributor of an item may delete it from the EES EG Collaborative Cloud A Delete button will appear at the RE SEE bottom of the item s Details page Clicking the butto
19. before running Reviews the job and alerts the user to any potential issues in the job Veera highlights each issue with a caution symbol above any nodes that are causing a problem PREVIEW DATA The user can right click on any node except Connections report or FTP to select Preview Data from the menu to begin This runs a sample set of records through the job up to and through the node where the preview was requested This allows users to evaluate the results of their work at any point in the process Running Jobs RUN JOB TOOLBAR CONTROL ME D This control is used to run or pause the job currently in view When the job ER is running the button toggles to all pause Press the button at any point to Disconnect halt the current status of the job All available data records are used and all Rename Runables not currently disabled will be populated GEEET Disable RUN TO THIS OUTPUT ONLY Preview Data A user may right click on any Runable node to select Run This Output Only a from the menu This runs the job but only through the nodes necessary to provide data to the selected output View Data DISABLE Runables may be individually disabled to keep them from participating in any running of their job Right click on any Runable node and select Disable from the menu Nodes that have been disabled will appear bordered in red RUNNING JOBS FROM THE COMMAND LINE Veera jobs may be run using a command execu
20. connected and configured to construct a Job in Veera JOB WORKSPACE TOOLBAR Job wv D amp S 7 De Oo Gl P Hv A toolbar is located at the top of the Job Workspace These controls provide a variety of tools and functions for use with the Job in view The individual controls on the toolbar are described below Validate Job Rev 12 12 Rapid Insiahte Veera User Manual Use this to check the job before running it Reviews the job and alerts the user to any potential issues in the job Veera highlights each issue with a yellow warning symbol above any nodes that are causing a problem Placing the mouse over the warning displays a description of the error Run Job Pause Job Use this to run or pause a job When the job is running the button toggles to pause Press the button at any point to halt the current status of the job Hide Job Status E s This control hides the job progress bar Stop Job Use this button to stop a job The button becomes active red when a job is running Press it to stop the running of a job at any point Note that under some conditions a job will be waiting for an external driver to reply before it can respond to this control Delete Selected Item s Use this button to delete any items that are selected in the Job Workspace Connect Nodes Use this button to toggle on off the ability to connect nodes together Once on select the source node then the destination node A line will connect th
21. eie ei ee lesen oe oe Ge ee oe GN 51 EA TAINO RE Ry JOB n Ee isn ee Ge Ge hen ee ee Ee 52 OO es EE ER N OE EE N AE EE N OE N RE OE 52 DYNAMIC EIIENAMING ee esse see se ee ee ee Ee ee ee See Ee Ge ee GR Ee Re ee ee ee ee ee ee Ede Ee Re ee ee AR Ee ee ee GR Ee Re ee ee Ee ee 52 Custom Beleg Te EE SE Job Wieler Te EE 53 JOE WORKSPACE OVERVIEW ae oen n nee ee n ee ie Be oe ER ge de eb ve ee EE De Ee ed ie ee 53 JOB WORKSPACE TOOLBAR octets osse sies GENE eed Gene AE OE Gee ee bee ie Ee OE RM ER EG OE EE GE 53 MZ AN EE N EE ER EE EE EE OE 56 IMPORT SCORING MODEL with without SERA 56 OTIS OV SVC RE EE OE EE NE EE OE EE EN 58 See E 58 PLACE NODES CONNECTIONS TASKS AND RUNABLES INTO A JOB ees esse ee ese ee ee ee ee ee ee ee ee ee ee 58 RESYNCRONIZING A TEXT SOURCE INRUTNODE esse sesse see ee ee ee ee Ee ee ee AE ee ee ee ee ee AE ee ee ee ee Ee 58 CONNECTING NODES TO CREATE PROCESS PA NR e KE 59 CONFIGURE NODES TO DEFINE A PROGCESS esse ME ve se ee Rede ie Ne Ge Ge DE Ge Ge Ge GE De Ee Gee ees Ge Ge GE ee 60 ENABLING OPTIMIZATION TO IMPROVE A DROCESR esse see sees ees see see see see see ees see see see ee ee ee ee ee ee ee Ee 60 CLONING COPYING AND PASTINGNODER esse sees ses see see see see ee ee ee ee ee ee ee ee ee ee ee ee ee AR ee ee ee 61 Notating Jobs Floating Notas OE KG ek ee ei IG eg ee ee 61 E ele de EE 62 MALIDA TE PS OD ees sede ee ee ee N ee ee De EE ee Ee EG ee ee Ee GE EE 62 PREVIEW DATA Eens en e ee oe ee NG RE ve En
22. in the Loaded Data Statistics Column Count 9 output Total records queried 10000 gt Obs Coll Co Col3 Cold Col5 Col6 Col7 Col8 Col Column Type Min Max Range Mean ofobservations of missing values of unique values Gender Text null null null null 4498 0 2 High School GPA Real 1 4727 3 727 3 0768 4498 0 gt 1000 State Text null null null null 4498 0 3 Enroll Integer 0 1 2 0 1245 4498 0 2 Profile must output to a Report node in order for the headers to be used otherwise they will appear as a row of data SIS NOTE Regardless of their original column types all data emerging from this node are converted to type Text Because of this care should be taken when using the output of this task CHART DATA a i E Eon NT _ File Edit Sort 2 4 2x a Chart Type Chart Title Dial Title Overview Chat Sie Custom Dial 1 Der Selected Legend Column In the last six months have you used the Internet to lo The Chart Data task permits users to incorporate charts NE into reports graphically depicting selected data The WS node offers six charting types Pie Bar Line Column Radar and Scatter All charts except Scatter use a similar screen to select data for display This screen is Ja also where a chart s presentation style is selected from a ETE list of available options Chart styles are user configured ml si
23. is used as a formula parameter it acts as a wildcard COMBINE INPUTS Table Pattern Example Parameter Wildcard Gase BG nrollment Data Selects all files regardless of type that start with the characters Enrollment Data When the function is used as a formula parameter it acts as a wildcard with features beyond those of an asterisk a Functional STE COMBINE INPUTS Table Pattern Example SCH Parameter Regex CX xlIs Selects all worksheets from all Excel xls files that start with the characters CX followed by exactly two characters When an underscore in square brackets is used as a formula parameter it applies the value of the previous record Typically used in conjunction with the ISNULL function to avoid problems with the first record in the dataset Parameter Lag TRANSFORM Multi variable Example IF _ IS NULL 100 _ 1 Creates an incrementing series in the new column Starting at 100 Contact Us For any issues questions about Rapid Insight Veera please send an email to RI Support at support rapidinsightinc com Rev 12 12
24. o Clicking the icon of the corresponding data type or o Selecting the corresponding data type from the drop down list e The dialog box changes to request the information unique to each type This means either o Identifying the folder location or o Identifying the database server location database name and connection information Rev 12 12 Rapid Insiahte Veera User Manual Selecting Tables for a Data Connection Once a data connection is saved the user can create references to the specific files worksheets or database tables views found in that location These specific references are collectively referred to as tables Tables appear beneath their parent connections in alphabetic order To add a table e Right click on the data connection and choose Select Tables e Select the file s worksheets etc to be used from the connection location e For Text file data connections the properties often need to be defined see TEXT SOURCE TYPE e If the desired table does not appear in the Files Table list right click in the space and click Add Table By Name to manually enter the file table name into the list not available for Excel or Text Data Connections Source Types e Select Tables Connection Demo Data Files of type Text Files td asc csv tab X Files acquisition response csv College Enrollment Data FA_WM csv College Enrollment Data FA WM original csv junk csv scored app
25. on the Chart Styles screen accessed from the TOOLS Je menu Pie Chart Rev 12 12 Rapid Insiahte Veera User Manual The number of slices appearing in a Pie chart is determined by the record count of the data entering the node The slices are labeled with data found in the column selected to be the Selected Legend Column Note that each data row must contain a unique value in this column otherwise an error will result Sample Pie The size of each slice is determined by the values of data found in the column selected as the Selected Data Column Note that only a single data column may be selected and that column must be numeric mm ou m mm Bar Chart The number of sets of horizontal bars appearing in a Bar chart is determined by the record count of the data Title Appearing Within Chart entering the node Each set of bars is labeled using data found in the column selected to be the Y Axis Label EE i Column Note that each data row must contain a unique dees value in this column otherwise an error will result 0 Single unit house How many bars appear in each set is determined by the number of columns selected to be Selected Data wo NumberOtAdultsOnflecord Mean2 Columns The length or height of each bar is determined ee ee by the values of data found under these same Selected Data Columns Note that the Selected Data Columns must be numeric Line Chart Sample Line Chart A Line chart is displayed as a grid Th
26. order to work Connections point to sources of data In order for a job to use a set of data a connection pointing to that data must appear in the Connections section of the Job tab This can be done in one of two ways e Anewconnection may be created while on the Job tab see Creating a Data Connection or e An existing connection may be imported into the job s Connections section DH Select Existing T Mew Connection a Select Tables To use an existing connection choose Select Existing from the menu that appears when e Right click anywhere in the job s Connections section e Clicking the down arrow to the right of the i Connections TE Connections section label Once a data connection appears in a job s Connections section specific file and table connection references may be added to it see Selecting Tables for a Data Connection To use an existing connection choose Select Tables from the menu that appears when e Right click anywhere in the job s Connections section e Clicking the Connections section label dropdown INPUT NODES ADDED TO JOBS Input Node is a generic term used to refer to a data connection added or about to be added to a job It appears as an ADD option when right clicking on any table in the Connections section or under the NODE menu When used the selected table will be added to the current job Double clicking on an Input Node allows the user to review the data structure co
27. right clicking and selecting Paste from the pop up menu Notating Jobs Floating Notes THIS IS A FLOATING NOTE In addition to the yellow sticky notes that may be attached to nodes using the Edit Notes tool users can imbed floating notes into a job To create a floating note users must right click on any open space in the job and select Create Floating Note from the menu that appears A text box opens where the content of the note is entered To save the note the user simply clicks the se mouse outside of the text box There is no cap on the ax TE number of floating notes that can be added to a job ooregate Like other nodes floating notes may be repositioned cloned copied pasted and deleted Their contents may be edited by double clicking on the node or by right clicking and selecting Edit from the menu Rev 12 12 Rapid Insiahte Veera User Manual Floating notes may not be attached to other nodes however The contents of a floating note are always visible and appear against a selectable background color This background color may be changed by right clicking on the note and selecting Set Color from the menu Floating note defaults background color font color type and size are not editable Testing Jobs There are several tools available to evaluate a job during and following its construction VALIDATE A JOB Use the Validate Job tool from the Job Workspace Toolbar to check the job
28. the machine e Install the Oracle Client that matches the version of Oracle the server is running e Use the Oracle Net Configuration Assistant tool to set the needed Local Net Service Names for the remote Oracle databases e Create an environment variable named TNS ADMIN that has the folder name where the tnsnames ora file created above is located e The folder is usually under the Oracle Home folder where you installed the Oracle Client for example C lt ORACLE HOME gt NETWORK ADMIN SAS SOURCE TYPE To download the driver for SAS navigate to http www sas com apps demosdownloads oledbproviders PROD 9 1 3 sysdep jsp packagelD 000 366 SPSS SOURCE TYPE To download the driver for SPSS navigate to http www spss com drivers clientSPSS htm SQL SERVER SOURCE TYPE Configuring a SQL Server based data source requires specifying a server location connection credentials database name and table schema TEXT SOURCE TYPE If a text type data connection is saved the user will then need to create references to the specific text files that will serve as data sources If the text file selected does not have an X beside the file name the properties need to be defined NOTE typically the defaults that appear on the following three windows will be acceptable and no changes will need to be made Click the Properties button associated with the file to start the process File Properties Tab The first tab of the Fi
29. the same Fortunately users may rename Rev 12 12 Rapid Insiahte Veera User Manual columns in an Append This allows data from two or more sources to end up in the same output column even when their source column names are different To rename a column right click a column name and choose Rename or just double click the column name then type in the new name Once entered the Append will re align with other fields of the same name In the example re naming the column Telephone to Phone will keep the column Telephone from having to be created The Telephone data coming from source 2 will now appear under the output column Phone along with the data from source 1 Creating a Source Id Column Checking the box Create Source ID Column creates the new variable Source ID in the output file It stores a value indicating from which input the specific record came from By default the values will be integers from 1 to of files being appended The column name may be changed by entering a new one in the Name field To change the values used double click on one and type in a new value If any value contains a character the Text radio button should be selected MERGE TABLES EE Overview Merge is used to combine records from File Edit Sor two or more related data sources MUS AT TERG together making one record from several Each data source entering the Merge is represe
30. the specified date 1 7 DayOfYear DAYOFYEAR Returns an integer representing the day date part of Rev 12 12 e Rapid Insiahte Veera User Manual the specified date 1 366 DaysBetween DAYSBETWEEN date Returns an integer representing the of days between 2 dates Degrees DEGREES Given an angle in radians returns the corresponding angle in degrees DistanceBetween DISTANCEBETWEEN Returns a real representing the of miles between zipcode 2 zipcodes DistanceBetweenLatLon DISTANCEBETWEENLATLON Returns a real representing the of miles between lon lat2 lon2 2 Latitude Longitude coordinate pairs DistanceBetweenMGRS DISTANCEBETWEENMGRS Returns a integer representing the of meters mersCoord between 2 MGRS coordinates in same GZD DistanceFrom DISTANCEFROM zipcode Returns a real representing the of miles between a zipcode and a constant zip code DistanceFromLatLon DISTANCEFROMLATLON Returns a real representing the of miles between varLon1 constLat2 a variable and a constant Latitude Longitude constLon2 coordinate pair DistanceFromMGRS DISTANCEFROMMGRSI Returns a real representing the of meters mgrsCoord between a MGRS coordinate and a constant MGRS coordinate in same GZD Exp EXP Returns the exponential value of the given real expression Floor FLOOR Returns the largest integer less than or equal to the given numeric expression Greatest GREATEST expr Returns the largest val
31. 59 6 15 2009 1 09 30AM gt 9 Rev 12 12 Rapid Insiahte Veera User Manual mm The minute from 00 through 59 1 6 15 2009 1 0930AM gt 09 m The month from 1 through 12 6 15 2009 1 45 30PM gt 6 Mm The month from 01 through 12 6 15 2009 1 45 30PM gt 06 mmm 1 The abbreviated name of the month 6 15 2009 1 45 30 PM gt Jun en US ts KE KE The second from O through 59 6 15 2009 1 45 09 PM gt 9 The second from 00 through 59 6 15 2009 1 45 09 PM gt 09 The AM PM designator MMMM The full name of the month 6 15 2009 1 45 30 PM gt June en US ywy The year with a minimum of three digits 1 1 0001 12 00 00 AM gt 001 wyw Ttheyear as a four digit number 1 1 0001 12 00 00AM gt 0001 z 1 Hours offset from UTC with no leading zeros 6 15 2009 1 45 30 PM 07 00 gt 7 Hours offset from UTC with a leading zero for a 6 15 2009 1 45 30 PM 07 00 gt 07 single digit value ween Hours and minutes offset from UTC 6 15 2009 1 45 30 PM 07 00 gt 07 00 pt Thetime separator 6 15 2009 1 45 30 PM gt en US The date separator 6 15 2009 1 45 30 PM gt en US Rev 12 12 Rapid Insiahte Veera User Manual Special Parameters This section documents unidue parameters that do not fit neatly into other categories yet expand the user s abilities and contribute to the utility of the program SYMBOL TYPE BEHAVIOR DESCRIPTION When an asterisk
32. 8 378790 Male 2 455 710 480 NH Non legacy 75 0 0 45 12 1 14200 0 360543079 0 0887027 0 42031131 0 104902305 0 36054307 used under s pecia circumstances 608665 Male 2 249 500 510 NH Non legacy 140 0 0 48 11 7 1 10000 0 381320558 0 316074737 0 529793783 0 160525764 0 381 780531 Male 2 901 480 600 Non legacy 20 0 0 40 12 8 0 9600 0 972855237 0 70173725 0 908409572 0 622612621 0 97285523 O pti ons are D efa u It OEM ASCII 150941 Male 2 029 550 550 MA Non legacy 30 0 0 55 8 6 1 11000 0 489145261 0 567791245 0 267320687 0 106936839 0 48914 652758 Male 3 549 480 710 NH Non legacy 45 0 0 43 13 6 0 9600 0 317450536 0 882303851 0 582799203 0 89303686 0 31745 544796 Male 2 506 790 470 NH Non legacy 40 0 0 39 12 5 0 15800 0 233557058 0 170962451 0 580588498 0 975192862 0 233E Unico d e UTF8 UTF7 919187 Male 2 707 540 540 NY Non legacy 15 0 0 54 11 6 0 10800 0 617279115 0 467509006 0 225868667 0 509512058 0 6172 829597 Male 2 934 440 570 NH Non leaacv 185 0 0 56 12 5 0 8800 0 825542433 0 99731333 0 70795092 0 863556766 0 825542 4 m Sample from file Back HNet gt Finish Cancel Select appropriate file properties Rev 12 12 Rapid Insiahte Veera User Manual e ROW DELIMITER Determines what constitutes a new data row Options are CR carriage return LF line feed CR LF default comma semicolon tab and vertical bar e TEXT QUALIFIER Determines how data
33. B 0 00464733131918605 D Clone Visted Campus C 0 0149185720935733 AND E Clone_Intemational Applicant D 0 262613988100262 Fm F LOGe SAT Math E 0 498012570421409 OR G LOGe Student distance from school F 11 4649551007261 G 0 257076851948575 S Exp EXP Score Exp 1 Ep Function Definition Feit Tie E Treat Missings in Formula as Zeros Clone_Intemational Applicant Variable Name Probability Update Cancel Delete Transform Operations Name Probability H m Column Summary Clone_High School GPA Real Score 59 27382610 Transform Formula This node removes the cloned and created columns produced as part of the model import Only the new Probability column is retained Rev 12 12 Rapid Insiahte Veera User Manual JOBS IN VEERA N Rapid Insight Veer 2 Workstation Dob Demo Complete aim 8 32 D IE ms Jobs Overview op File Edit View Job Connection Node Data Vuen Schedule Tools Window Help ey fel Es Workspace Job Demo Complete Se eS EE IE EE Jobs are projects created by users that Ee sl jb y D EI de EA EIE P IN dy gather data from one or more data 7 o o sources Data Connections manipulate dbo Fanci Ad det Type oet that data with various tools known as e
34. Cloud and add it to the list of those available right click on the table or folder where items of that type are listed For example right click a job folder within the Workspace Jobs section where the job should be stored Select Get Job from RI Collaborative Cloud from the list of options A clean copy of the Rapid Insight E Rapid Insight Collaborative Cloud Veera Job Collaborative Cloud window will Search Vera Job Search All open To see what items of that By Contributor ND Sort by Contribution Date type are available to download Type Click on an item below to view details and or download Date Posted Contributor Times Downloaded Comments enter specific search criteria or Simple_Job S teven l atthews apid Insight Inc 07 19 2012 Steven Matthews 1 use Search All in the Search field S Thate this job delete t BE before clicking the Search button Tons of Cache Nodes i de ED EE weng 07 19 2012 Steven Matthews A list of items their titles lt s This is a job with many Cache nodes k is very us inti Connections2 descriptions and dates posted to De eegen aie DS BEE the Collaborative Cloud will list This list may be sorted on one of EE EE several options selected from the Sort By control Rev 12 12 ee Rapid Insiahte Veera User Manual Double clicking on an entry will open the item s Details window In addition to information on the item itself attached files will also
35. GR Ge RD RE ee BR EG vo Ge Re DR 62 RORDINE eo AE N EE N EE OE OE EE EE NE EO 62 RUN JOB TOOLBAR CONTROL ee see ee ee ee ee ee RE ee ee ee ee RR ee RE ee ee ee ee 62 RUN TO TRIS OUTPUT ONE Ys ES Se EE GE N ee Ge GE GER ES Ee oi ee GE bee EG ee ee Ge 62 MRT do EE EE OE EE EE OE EE OE EA 62 RUNNING JOBS FROM THE COMMAND LINE ees see see see see see ee see See See ee ee ee ee ee ee ee ee ee ee ee ee ee ee Ee 62 Rev 12 12 Rapid Insiahte Veera User Manual Sie Tee N SE EE Ge GE ER EE OR SE EG Gee GE Ge Ee Ge Si 63 SEHEDULEE DORS es ees ee oe E E ee oe ee ei oi Ge ee ee wd ee ee Ge oie 63 SEEEBUHULEBDAOBS LEE 63 SCHEDULED JOBS DETAIES AND HISTORY see ees Gn ee n ee ee n Gee Do Gee Geo Ge Ke E Ge Gee 63 SENDING EMAIL NOTIFICATIONS FROM SCHEDULED JOBS esse see see see see sees see see see see see see ee ee ee ee ee 63 Distributing Reports by Email 64 SNIN Tee AE N EE EE EE ER N 64 Exporting and Importing JODS asses se es ese ee ee de Ge se Go ee Gee ee de Ee Rd 64 colabo CS e e rs EE DS ee ee eo ER EG ee ee Ge EE EE 65 CONTRIBUTING TO THE COLLABORATIVE CLOUD esse see see see see ees see see ee ee ee ee ee ee ee ee ee ee ee ee ee 65 GETTING ITEMS FROM THE COLLABORATIVE CLOUD an 65 CONTRIBUTING AND READING COMMENTS ABOUT ITEMS IN THE COLLABORATIVE CLOUD 66 DELETING ITEMS FROM THE COLLABORATIVE CLOUD esse sees see see see see see ee ee ee ee ee ee ee ee ee ee ee ee Ee 66 PU ACIS JOD EEN 66 APPENDIX A TASK FUNCTIONS S
36. IONS FROM SCHEDULED JOBS Scheduled jobs may be configured to email notification of their success or failure to one or more recipients Right click on the job name listed on the Workspace Tab and select Properties from the Rev 12 12 Rapid Insiahte Veera User Manual menu The Email Notifications tab lists all the email recipients entered M Properties for Demo sat into Veera It provides two fields On Success and On Failure into EG De Ne Properties arameters Mail Notifications f which they may be copied When a scheduled job is run an outcome EE eee email is sent to those on the designated distribution list On failure email distributions support Distributing Reports by Email Reports can be set up to auto email themselves when created by a job EE Lees Diaan run To configure this feature EE enya e Select Tools gt Options from the main toolbar menu Emal Address e Enter local email service setting on the SMTP Information and Ed Distribution Lists tabs EE Host Name or IP Address To configure a particular report node to use the feature Port Number 25 Enable SSL e Open the report setup window and check Enable Distribution ge Password e Click the Distribution Setup button and select the recipient s Note Atest email will need to be sent Jest SMIE in order to test the SMTP information Save Saving Jobs Jobs are saved by e Clicking the Save
37. N ns data intelligence User Manual ia EES a data ight 2012 Rapid Insight Right Rapid Insiahte Veera User Manual TABLE OF CONTENTS TAS Re el an En EE 6 Hardware Requirements esse sees see ee ee ee ee ee ee ee ee ee ee ee ee ee ee RE ee ee 6 Additional POS OUL EE 7 WOK PICE UO ai Ee GR ae ee GO re GE Oe GE Ge Re Go 8 DE ERIP OM E 8 Male Ale IR EE OE ess gene EE OR eee ER 8 Job WEE 8 DESCRIP NON EE EE EE EE EE EE IE 8 MAIN MENU EE EE EE N ORE ER ER dade EE OE EN EE EE 8 PERS Ee OE OE ET OE OE EE EE EN 9 DESCRIPTION EE EE OE ER OE EE EE 9 Mb Ale IR EE OE OE N EE RO SS 9 SCS CCG Hee 9 DESCRIP TON iese opal ty ee DO eo Ge Sanu eal arse es ony end esa De de GE a Ge 9 vale Hele IR EE EO EE ME OE EE EE EE EA 9 Docking Undocking WindOWS esse ee ee ee ee ee ee ee ee RE EE ee 10 BE els oa eN N RR RE EE N N RO ER OR RE 10 WORKSPACE TAB OPERATIONAL WORKSPACE cscsccscessscsssccscecssees LL Data CONNECTIONS in the Workspace sssssessseseseesesressreesssrrsserrssrersreerssrreserreseersseersseee 11 DATA CONNECTIONS OVERVIEW E 11 Creating a Data Connecti M sis SIE EN N Ne ae Ee eg GE GR ENS N DS ERGE EG 11 Selecting Tables for a Data Connection 12 Data CONNECTIONS Source TYPES ccsccssccesccnsecscccsccesccesccesecsessecsseceseceseceseteeeeseenaes 12 AEEESS SOURCE TIPE AAA 12 PACER SOURCE TI RE OE EE N ON N eer 13 ORACLE 6UREE EE 13 SA SOUKE E TYPE EE Re tone pc ne tg n
38. SAT Math In the formula box any formula can be entered In the example A B is typed This adds the two fields Next choose a Result Application Date Visited Campus Intemational Applicant Loan_Type Loan_Balance Loan_Max Update transform Function Definition Result Type Integer Missings l F Treat Missings in Formula as Zeros Variable Name Distance From Campus Transform Operations Name SAT Combined Distance From Campus a Update Cancel Delete Transform Column Summary Formula SAT Verbal SAT Math Real A B Formula ZipCode Integer DISTANCEFROM A 038 b Type from the drop down box Then decide how to treat missing values both in the formula and in the results Finally name the new variable and click Create IF Function The IF function returns one value if a condition specified evaluates to TRUE and another value if that condition evaluates to FALSE The syntax for the IF function is if P1 P2 P3 where e P1 isthe condition to test Rev 12 12 Rapid Insiahte Veera User Manual Binning Multi Variable Formula String Functions Date Time e P2 isthe value to return if the ml herin Variables _ Enter a Formula example A B C Te expression is true e P3 is the value to return if the expression is false Result Type Missings As an example IF A gt 50
39. Save and Exit green check saves the completed work and closes the setup screen Sorting Options TAE The A Z option sorts the data in ascending order The Z A option sorts the data in descending order The AxZ option un sorts the data putting in its original order APPEND TABLES EEE Overview Append stacks records from two or more sources to create one combined output For Ge Edt Sort example if two datasets are appended one Al Z RA containing 5 000 records and the other containing 10 000 records the appended Is in Source dataset will contain 15 000 records MI Rules For Appending Data Append is intended to combine datasets with the same type of data more or less using the same columns variables This however is not mandatory When column names of the data sources do not exactly match the resulting output will contain each unique column Text Text Text Integer Integer 1 E E c a N a a c A a e Whether columns from several sources line up can be verified by reviewing the Is in Source checkboxes if a box is checked then that source s data will appear under that column in the Append output The key to which source is which appears at the bottom of the screen Source ID Renaming Output Columns In the example shown the columns Phone and Telephone will both appear in the Append output as separate columns even if the data contained in them is
40. UMMARY ccccsccscesccccsccscescescessees D Function Descriptions Multi Variable Transform Task cccccccseeseeeseseeeeseseeseeees 67 FUNCHON ODIATO S AA eanueenttenseseuns 71 Date and Time eigene EC 72 Pec Pa tels es oe NE ER ER N Ge EG RE Re ee Ge Ee ie 74 Contact US iS EE Re E a d A Rev 12 12 maa Rapid Insiahte Veera User Manual ABOUT VEERA Veera Visual Engine for Enterprise Reporting and Analysis is a powerful tool that allows you to turn data into actionable knowledge Using Veera you can transform data into workflow processes create and share jobs with colleagues and simplify data and reporting needs Having the ability to merge and integrate data from any one or multiple disparate data sources allows for e Arevolutionary new way of working with data e Implementing solutions quickly based on existing architecture e Getting the right data at the right time to make the right decisions e Streamlining and automating reporting e Easily finding and tracking errors in current reporting processes e Trusting results In short Veera makes meaningful data highly accessible whenever you need to ask questions of your data This Document Though Veera is designed to be intuitive users may not always agree This User Manual is intended to provide in depth descriptions of all aspects of the program s function and features Hardware Requirements Systems intending to host Veera must meet the foll
41. a Col_1 Text 15 1 Col_2 Real 5 16 Col_3 Integer 6 21 H Col_4 DateTime 8 27 Col_5 Boolean 1 35 Format file structure Field 1 Column Name v Sample Field 2 Starting Column v Field 3 Field Length yp Column Name Page gender state color Starting Column 1 3 9 11 2 6 2 6 Field Length This final tab of the File Properties window defines the data types and labels of each data column The user clicks on the column from the sample data field and then sets the following values e DATEFORMAT If the column s data E File Properties Q Demo Data College Enrollment Data FA csv type is DATE this field sets the Eg z date formats as they will appear in Define Column Properties To define columns you must assign names and types to the fields Confirm that the column properties are correct before finishing Veera coming from this source EE Si of 20 Name Student ID Width e DECIMAL PLACES If the column s DaaTpe mee Tee Dae Date Fomat defaut Yes No Unknown Decimal Decimal Places floating e Loam data type is DECIMAL this field eben sets the number of digits as they SEN Ge Ste State Er is dist SE Ze be f 500700 Male 2 384 520 520 NH Non legacy 145 0 0 will appear in Veera coming from e we me e ae NR Ee N o 0 D i 941891 Male 2 342 620 560 ME Non legacy 90 0 0 this source D 722819 Male 2 068 530 600 ME No
42. a New File dialog box opens What is entered here accomplishes three things o Names the file where the report me m NEE data will be stored a Nare Sze Type G Temp E midnightsun partial draft4 pdf 749 96 KB e Acrobat D e DA ZZ OUTPUT pdf pdf 195KB e Acrobat D o Names the location where the m amp a report data file will reside and o Designates what the report type will be Supported file types include PDF HTML MHT Word Excel and Rich Text rtf e Entera Title A title for the report can be added by selecting the Title checkbox da T and typing a name to appear in the EE header Excel Workbook C dei e Make other formatting choices affecting the main body of the report These include o Adding a timestamp to the report o Section the report by data source o Formatting the Title Header and report body Data text o Document Margins o Presentation Style Portrait or Landscape o Column and Row auto sizing and removal of empty fields Adding Data Sources to Reports For each connection made between a source of data and a Report node a tab will appear in the Report node s setup window labeled with the data node s title The order of these tabs will determine their presentation order in the report itself and can be changed by using the left and right Move Section arrows The display order is also depicted in the Layout image appearing on the right s
43. able p Runable e Output Report e FTP get or put File EF Er al x Vy e Command e Compress or Uncompress Files e Call Another Job e Stop Job Right clicking on a runable will open the Help Menu entry for that icon in a separate window OUTPUT TABLE Overview The Output Table Runable provides the means of saving data to a file or table Data can enter this node from only one source Rev 12 12 Rapid Insiahte Veera User Manual Configuring an Output Table Destination Once the Output Table setup window is opened e Enter a unique Connection Name Select a Data Destination The types of data destinations available for use are generally the same as those available as data sources i e Connections As with Data Connections which data destination types are available is often dependent upon whether the drivers for that type are installed on the computer ODBC OLE DB and ADO net drivers are freely available for download from many manufacturers These can include o Access o Excel o FoxPro o Oracle o SAS o SPSS o SQL Server o Text CSV o UDL o Vertica o xBase o XML e Select an Output Connection Type o Output Create This creates the output file or table Note that this option may not be available or functional for every Destination Type By default Veera ships with the ability to create Edit Connection Connection Name Students w Aid Data Destination A Ga Gi ae Sr N ora ER ES day SD ay
44. acing an affected Input Node was the only solution Now clicking Rev 12 12 Rapid Insiahte Veera User Manual the Resynchronize to Connection button allows an Input Node to recognize and reflect any changes in its text source s schema Resynchronizing an Input Node to reflect changes in its text type data source is a two step process First check to see if the File Properties of the Connection Table need to be updated e Right click on the table s entry in the Connections window and select Text Properties e If you receive a Schema doesn t match file message click the Discard Schema button located in the upper right of the window e Click Finish Second open the configuration window of each affected Input Node by double clicking on it The button will be found in the bottom right corner of the configuration window Click on the button to resync the node to the new schema Removals will appear in red new entries in blue Save and close the window CONNECTING NODES TO CREATE PROCESS PATHS Connection Methods Nodes can be connected in one of several ways e Use the Job Workspace toolbar tool Node Connect Mode fr Input Test_csv csv File Edit Sort AY 2x a Ha oo 2 Column Name Area Number Section Name Day Time 1 Time 2 Location Room Instructor ID Size Crosslisting BLERM CONSTANT TERM iii EA SS ils il Optimization Help dv Text Text DateTime DateT
45. ack to SUBROUTINE to continue on through the job Unlike most nodes SUBROUTINE can accept multiple streams of data as inputs CONFIGURING A SUBROUTINE NODE To configure add the SUBROUTINE node to the job then double click on the icon to access its setup window This window is divided into three sections JOB NAME Field The Job Name drop down is use to identify which job this ET EER SUBROUTINE will RE ef a wi interact with Clicking the control Append Create Variables Handle Missings Calculate Probability Output Proxy will open a view of wei the WORKSPACE gt JOBS area from which Input Proxy 2 5 the job can be selected Output JOB PARAMETERS Fields The selected job may or may not have parameters configured ar Subroutine Node If it does the value of the parameter may be changed when File the job is run by entering content in the New Value field Job Name Subroutine TARGET z R Job Parameters INPUT Field Name Data Type Value New Value STATE Text NH RI This section is where the associations between the streams of data entering the SUBROUTINE node and the INPUT PROXY nodes found in the called job are established Each INPUT PROXY node will be represented by a tab The user selects using the Input field which stream of data entering the SUBROUTINE node will be uniduely associated with which INPUT PROXY When a selection is made the grid below will In
46. al 1 Format Column Data found only under the Node gt Add Report menu 2 Cross Tab Report 3 Frequency Report 4 Group By Report 5 Profile Report 6 Chart Data Right clicking on a report will open the Help Menu entry for that icon in a separate window FORMAT COLUMN DATA Format Data is used to set specific formatting on fields for report outputs Other options exist such as those listed The Keep column allows users to select which columns will or will not appear at the output of the node Regardless of their original column types all data emerging from this node are converted to type Text Because of this care should be taken when using the output of this task NOTE Format appears only under Node gt Add Report CROSS TAB REPORT AB X14 KOCH ET Format Data Los File Edit MM OO A MM OO Z Column Name Major Verbal Min Verbal Max Math Min Visits Loan Avg Sort Zl IE t A Data Type Integer Integer Integer Integer Integer Integer Real Format Cross Tab reports create IL x CrossTab summaries counts means sums across two or more fields They generate summary data in a grid where the rows and columns represent groups of data File Edit Sort A oe WER Column Name Min Max Count Mean Sum Count Distinct First The user selects what the Cross Tab rows and Cross Tab Rows Column Name Format Sort Direction Cross Tab Co
47. and then clicking the update button A good way to test whether the transform was created correctly without having to run the entire job is to save and exit the Transform Node then right click the Transform Node and choose preview data By default this runs the job using the first 1 000 records from any inputs and shows the results with the new variable as the last variable Note If the variable being used to create the binned variable is a categorical variable like state users can retrieve the unique values by clicking the get sample button in the upper right corner Users can then choose the in operator hold down the shift or control keys and choose any values to be placed into each bin Multi Variable Formula The contents of anew column can be derived from a single solvable formula using one or more existing columns File Edit Sort Help 24 kt 2x a dv Seis ID Binning Multi Variable Formula String Functions Date Time ender e i i ae State Assign Variables Enter a Formula example A B C P IF DISTANCEFROM A 03860 ZipCode IAL ZipCode High School GPA B Enroll S First choose any columns to be used as variables in the formula Veera assigns Legacy formula tags to each of the chosen columns In the example shown two columns are chosen to work with SAT Verbal and SAT Math A variable of A is assigned to SAT Verbal and B is assigned to
48. ar MAIN MENU The main menu appearing at the top of the window provides options similar to those offered when the Workspace tab is selected Scheduled Jobs Tabs DESCRIPTION IN Rapid Insight Inc Veera Scheduled Jobs Ee o mm Fal File View Job DataView Schedule Tools Window Help The Scheduled Jobs tab opens when a user Workspace Scheduled Jobs selects Schedule gt Scheduled Jobs from the toolbar menu The tab will display the names of those jobs scheduled to run along with the current status next scheduled run date time last scheduled run date time and the last run result See Scheduling Jobs for a description of job scheduling Next Run A user may also use the buttons located at the bottom of the tab to perform a number of tasks These include RAPIDINSIGHTINCMfeischer OPEN Opens the job selected in the list 03 05 2010 08 45 04 03 05 2010 08 45 21 SCHEDULE Opens the Schedule Viewer window for that job jon D ass schedule l Be 100 DELETE Deletes the selected schedule dob finished with Success STOP Stops the selected scheduled job from running ee Paced 461 Rowe OE Last Status DETAILS Displays details of the last running of the selected job eee cessed 1000 Rons 100 s Reading schedule ae Processed 10000 Rows 100 Last Status Reading HISTORY Displays details of all the scheduled runs of the job Node selected Merge Processe
49. ata connection that appends the records of several co located data files together and makes them available as if they were a single source To use right click on a file based Connection entry 3e Combine Inputs CombinedNodeTestData c ses in the Connections field and select Add Combine me ER Sot Help Inputs Node from the menu that appears Double am OO A Z Ay aa Wy click on the node to configure Connection CombinedNodeTestData a Select the files to be combined by entering some Tiie Hae era asc common portion of their names Wildcard AI Tables Tables characters may be needed to achieve this such sai ei ey oe a as College Enrollment Data FA csv Regex may student Surve fall StudentSurvey_2003_fall csv also be used to specify groups of files to match when wildcards alone won t suffice As an example W Create Source ID Column Name Source Regex Cl xls will match all Excel Create File Created Column worksheets in workbooks that start with Cl are sisi followed by 2 characters and have a file extension W Text File schema ls Defined Properties that starts with xls TEER Checking the Create Source ID Column option box and entering a name will cause a new column of IF that name to be added to the data emerging from Survey the node The complete file name of the original W Survey2 source of that specific data record will appear in
50. b field from a string where the fields are delimited by commas SubField SUBFIELD fieldNum Returns the Nth sub field from a string where the fields are delimited by the specified delimiter default is comma SubString SUBSTRING start Returns part of a string beginning at the specified Start position to the end of the string SubString SUBSTRING start len Returns part of a string beginning at the specified start position and continuing for the specified length Tan TAN Returns the tangent of the input expression Today TODAY Returns the current date Upper UPPER Returns a character expression with lowercase character data converted to uppercase Week WEEK Returns an integer expression representing the week that the specified date falls in 1 53 Weekday WEEKDAY Returns Weekday or Weekend WorkdaysBetween WORKDAYSBETWEEN Returns an integer representing the of workdays date between 2 dates Year YEAR Returns an integer that represents the year part of a specified date YearsBetween YEARSBETWEEN date Returns an integer representing the of years between 2 dates YearsBetween YEARSBETWEEN date 1 Returns an integer representing the absolute of years between 2 dates ZipCode ZIPCODE Returns a 5 character zipcode converted from string or numeric data Illegal values are output as text Rev 12 12 Rapid Insiahte Veera User Manual Function Operators Because function
51. be created Along the top of the scholaship an Ganin aman Dee seges Jegen Operati Transform Window there are four eee E EE EE gemeng tabs Binning Multi Variable n JE EE Jen Formula String Functions Date Time Validate the variable Rev 12 12 Rapid Insiahte Veera User Manual Binning The binning option allows users to create bins from another variable To do this first select the column that users want to create the bins with on the left side Next name the first bin category To do that simply type in a name for that bin where it says First Category Next define the definition for that bin For example perhaps users have a field containing SAT Math scores and want to define low medium and high bins In that case name the first category low Then define that category as SAT Math lt 500 Once defined click the validate button Then name and define the next category Perhaps a user wants to name the next category as medium and define it as SAT Math gt 500 and SAT Math lt 600 Click validate again and define the next category Once all categories are defined type the name of the new variable where it says New Variable Name Finally click the create variable button This new Transform now appears at the bottom of the window where it says Transform Operations The Transform can be edited at any time by clicking it making any changes
52. ching record from data source 1 It is depicted by a line with an arrowhead pointing to data source 1 e All records from both sources full outer join Every unique combination of records from both sources will m percent poverty percent public assistance 0 254062718 6 707 2 312 Mac CD Major Description PROGRAMI ANSC BIOSCI ANSC EQUINE BIOL GENERAL BIOL MARINE BIOL MCD BUSINESS ADM CHEM ENGR CHEMPHYS T CHEMISTRY BA CHEMISTRY RS CHEMISTRY appear in the output This is comparable to a union of both left and right joins To change the Join Type right click on the line joining the two data sources The line turns blue and the Join Type dialog box appears Select the type from the list Selecting the Outputs Once all the joins are defined the user must specify which columns from each source will appear in the output of the Merge There are two options for selecting columns e Select the asterisk at the top of the data source This brings ALL columns of that source over to the output e Individually double click on each data source column When a column is selected it appears in bold type within the data source table It also appears in the Output Column list on the right side of the screen along with its source Deleting a column from the Output Column list removes the column from the Merge output This is done by right clicking the entry and selecting delete or selectin
53. d 10000 gt Transpose allows users to identify the unique entries Obs person month sales found under a specific column and build one or more D Loome m sets of new columns from them All the data records ike mar are then reorganized to populate the new columns with the selected values SE Transpose File Edit Sort Help 2 ky 2x A d ew Transpose By month Include Transpose By in output As a simple example take a dataset containing three columns salespersons names person sales months month and the number of sales made that month sales The dataset contains several records per person each one reflecting a unque month and its sales figures Suppose it was preferable to have just one record per person It would then be necessary to create a new column for each unique month Jan Feb Mar and store that month s sales number underneath it Transpose Columns Get Transpose oJ Transpose By Values Sr Ed Column Name Transposed By and the data in column sales is SE selected to populate the new monthly columns that will be created iia T E Clicking the Values button opens the Get Values utility where the d o 4 Z 4x 48 unique values are defined Identifying these values can be done automatically by clicking the Get Values button by typing values in directly or a combination of both methods To do this the column month is selected to be The
54. d 1016 Rows 100 MAIN MENU The main menu appearing at the top of the window provides options identical to those offered by a Data View tab Rev 12 12 Rapid Insiahte Veera User Manual Docking Undocking Windows DESCRIPTION With the exception of the Workspace tab tabs may reordered in the program or even undocked from Veera to float as a separate window This is done by selecting the tab then clicking and dragging it to a new location The tab will be removed from the list and a free floating window of the same name and contents will appear on the screen To dock a floating Veera window select the frame then on its copy of the menu click VIEW gt DOCKED The free floating frame will disappear and a tab of the same name and content s will appear in the program window Rev 12 12 Rapid Insiahte Veera User Manual WORKSPACE TAB OPERATIONAL WORKSPACE Data Connections in the Workspace DATA CONNECTIONS OVERVIEW A data connection or just connection can be thought of as a pointer It shows Veera where data is located on the local computer or on another computer on the local network It can reference either a file folder or a database on a server Once created a connection may be used over and over again by any number of different jobs The Data Connections section of the Workspace tab is where all connections used throughout the product appear and are managed created modified or
55. dded to Round Up the values encountered Multi Select Bulk Replacement or Rounding If the same Cleanse action needs to be performed on several columns hold the Ctrl button while clicking on the desired names This will select multiple columns around which a test may be designed Once added a separate entry for each column will appeared in the list of Cleanse actions Note that the Get Values button is disabled when multiple columns are selected and that all columns selected must be of the same data type text integer real etc TRANSFORM COLUMNS Overview File Edit Sort 24 2 a The Transform Node allows you to Student ID ing Muti Variable Formula Sting Functions Date Time isti Hoh School GPA SE E eMasingor 24 A 2x a8 EF create new columns from existing SAT Verba o bc at ES 1 ie in SAT Math i sl 1 columns Once a Transform Node is jj ver sns ke SO Pe e High School GPA Validate n d connected to another node it shows biens pet Enroll Current Variable Definition 1 256 H Visited Campus w i a list of all of the fields that exist in medan ee Jee Zand lt 3 1 278 that node Intemational Applicant m ei School GPA gt 3 141e percent with college degree Need to a quarts Se H KS There are several options for sesse sy EE 7 S d with kids rows different types of variables that can ee EE Major CD NIC assistance New Variable Name gt
56. deleted New connections can also be made from any Job tab Creating a Data Connection Note creating a data connection does not actually create any folders files or tables It only creates a reference within Veera pointing to an existing folder on the host computer or network e Open the Create New Connection dialog box by doing one of the following o Right click anywhere in the Workspace gt Data Connections Data Source r L Rapid Insight Inc Veera Workspace gd File View Job DataView Schedule Tools Window Help 8 Workspace 4 Jobs Il o O CRM Reports 3 Folder 1 Testing 4 Demo Local Complete Licenses Activation Report 4 NEW Freshmen Retention AA SQL Job 39 Tutorials 4 App Lost Reports 4 Data Connections E Access 2 Francia Ad Das i TESTING SQL a Lk Tutorial Aid a H Text H Active Processes Define a new connection to a data source or clone an existing one New gt Exist Connection Name a a SP fae Sr Oord ED ES Ae LI Sl dag Microsoft OLE DB Provider for Excel Z section and select New Connection o Right click in any Jobs gt Connections section and select New Connection or o Select Toolbar gt Connection gt Add New e Enter a unique Connection Name e Select a Data Source by either Database Connection Select the folder with the Excel workbook files
57. e 15 Convert Column Data Type i 16 Rank Records dr dl t GR Right clicking on a task will open the Help Menu entry for that icon in a separate window SETUP TOOLBARS Tasks are configured once they are place in the Job tab s Working Area Though the setup options of each task are unidue there are some controls that are common to most These are typically found as one or more toolbars within the task s setup screen Find Ee The binoculars bring up a dialog box to search for a particular column if there are a number of entries Get Values res Sample rows The Get Values control displays a list of every unique value found in the selected field An associated Sample Rows drop down selects how many rows to search through to gather the sample Parameter D Parameters i e named variables are user defined specific to each job and configured under the Edit Parameters button of the Job Toolbar The parameter button appears in association with many nodes and tools It opens a List Box allowing the user to select a pre defined parameter to incorporate ina command or action Rev 12 12 Rapid Insiahte Veera User Manual Reorder Columns The up and down arrows move the selected column up or down in the display order These controls also adjust the order in which certain dependent activities like sorting is done Save Save and Exit E The Save button blue disk icon saves without closing the setup window
58. e Identifying which field s will make a record unique in the output is often a good start Dragging one or more columns from one data source and dropping them onto the matching columns of another data source forms joins between those columns A line is drawn between the columns to represent the join In the example shown there are 2 joins between three data sources Join Types There are four Merge Join types e Only matching records from both sources inner join An output record is created only if records are found in both sources with matching data in the joining column By default the initial Only matching records from both sources All records from Enrollment and matching records from Aid All records from Aid and matching records from Enrollment All records from both sources Delete Rev 12 12 Rapid Insiahte Veera User Manual join is always of this type It is depicted by a line with no arrowheads e All records from data source 1 and matching records from data source 2 left join One output record is created for each data source 1 record paired with each matching record ot np Osos toy Ne op ENNEN E a from data source 2 It is depicted by a line with an arrowhead pointing to data source 2 e All records from data source 2 and matching records from data source 1 right join One output record is created for each data source 2 record paired with each mat
59. e BR i i Tasks or Reports format that data using e gp SEI op ae Ee d several reporting styles known as ie FO ei ge Eimert Deia Coot e Ecg T Reports and produce one or more ES lie outputs in the form of files or reports red wm T T each known as a Runable ER EL By Students Top 10 o Ei am AE a Ready ae S Creating Jobs Creating a job involves several steps These steps may Jb SD EM de EA HNP id be performed any number of times and in any order desired R PLACE NODES CONNECTIONS TASKS AND RUNABLES Winter Sales Transpose Aggregate INTO A JOB These components are placed into the Job Workspace in one of three ways SPSS gt EI Output 2 e Double clicking on the Connection Task or Runable icon or e Dragged and Dropped e Right click on a Connection only and select Add Input Node Once in the Job Workspace icons are referred to as nodes Nodes may be repositioned by dragging and dropping them Nodes may be removed from the Job Workspace by e Selecting the node and pressing the DEL key e Right click on the node and selecting Delete from the menu e Draw a group select box around several nodes and then use the Delete Selected Item s tool from the Job Workspace Toolbar RESYNCRONIZING A TEXT SOURCE INPUT NODE A Changes made to a text file data source may not always appear in the related Input Node or worse an error may result In the past repl
60. e horizontal X axis is Er ME labeled with data found in the column selected to be the X Axis Label Column Note that each data row must contain a unigue value in this column otherwise an error will result The number of lines apearing in a Line chart is determined by the number of designated Selected Data Columns The Y axis of a Line chart grid is scaled automatically using all the values found in these same columns Note that the Selected Data Columns must be numeric Column Chart A Column chart is displayed as a grid The horizontal X Sample Column axis is labeled with data found in the column selected to be the X Axis Label Column Note that each data row must contain a unique value in this column otherwise an error will result The number of vertical columns appearing in a Column chart is determined by the number of designated Selected Data Columns The Y axis of a Line chart grid is scaled automatically using all the values found in these E i same columns Note that the Selected Data Columns MEE Respondent Count MEI Age Mean must be numeric Rev 12 12 Rapid Insiahte Veera User Manual Radar Chart A Radar chart is displayed as a series of concentric rings The outermost ring is labeled with data found in the column selected to be the X Axis Label Column Note that each data row must contain a unigue value in this column otherwise an error will result The number of areas appearing in a Radar cha
61. e it comes to in that field e StdDev calculates the standard deviation of the numeric field Aggregates can be taken for the entire dataset entering it which would produce an output of one row of data Alternately the user can choose to Aggregate By specific fields If there is only one Aggregate By variable chosen the number of rows of output corresponds with the number of unique values of the Aggregate By variable If multiple Aggregate By variables are chosen there is one row of output for each combination of unique values for the Aggregate By variables In the example shown there is only one Aggregate By variable Gender and three aggregates selected indicated by the checkmarks placed in the corresponding boxes If Gender contains two values Male and Female the output from the Aggregate Node would consist of two rows and three new output columns Probability Mean Probability Sum and Student ID Distinct Rev 12 12 Rapid Insiahte Veera User Manual MEDIAN OF COLUMN DATA 1 s07 50 Median creates a special aggregate of the source data A column placed in the Median Columns list will be used to create a new variable that displays the median value of that column using all incoming records The output data will consist only of these new variables D Idi H Columns placed in the Median By Columns list CT Median Records
62. e two An arrowhead indicates data flow Set Run Order Use this button in cases where there are multiple Runable outputs and the order of those outputs to run is important to specify The order may be specified in one of two ways once this button is clicked The first is to click all visible Runable nodes in the order they should be completed The second is to arrange the Runables within the Rank Order List table Show Hide Grid l Use this button to show or hide the grid in the Job Workspace By default the grid is hidden To show the grid press the button When selected the grid pattern appears in the Job Workspace This is OFF by default Rev 12 12 Rapid Insiahte Veera User Manual Snap Moved Nodes to Grid Use this button to force new or dragged nodes to fall onto the grid This is ON by default Align All Nodes to Grid Use this button to move all existing nodes onto the grid This button is only functional when the Snapped Moved Nodes to Grid is off when nodes are dropped onto the Job Workspace Grow Workspace Area Use this button to expand the workspace area navigated using scroll bars Edit Notes Select a specific node then click this button to add a note to that node A yellow note icon will appear in the corner of the node once saved To add a node to the entire job be sure that no node is selected click into any clear space of the job before clicking on the note button To read the note that is created
63. e value fffff The hundred thousandths of a second in a date 6 15 2009 13 45 30 61754 gt 61754 and time value ffffff The millionths of a second in a date and time 6 15 2009 13 45 30 617542 gt 617542 value fffffff The ten millionths of a second in a date and time 6 15 2009 13 45 30 6175425 gt 6175425 value If non zero the tenths of a second in a date and 6 15 2009 13 45 30 617 gt 6 time value If non zero the hundredths of a second in a date 6 15 2009 13 45 30 617 gt 61 and time value If non zero the milliseconds in a date and time 6 15 2009 13 45 30 617 gt 617 value If non zero the ten thousandths of a second in a 6 1 2009 13 45 30 5275 gt 5275 date and time value If non zero the hundred thousandths of a second 6 15 2009 13 45 30 61754 gt 61754 in a date and time value If non zero the millionths of a second in a date 6 15 2009 13 45 30 617542 gt 617542 and time value If non zero the ten millionths of a second in a 6 15 2009 13 45 30 6175425 gt 6175425 date and time value h The hour using a 12 hour clock from 1t0 12 6 15 2009 1 4530AM gt 1 hh The hour using a 12 hour clock from 01t012 6 15 2009 1 45 30AM gt 01 H 1 The hour using a 24 hour clock from Oto 23 6 15 2009 1 45 30AM gt 1 hH The hour using a 24 hour lock from 00 t023 6 15 2009 1 45 30AM gt 01 K 1 Time zone information 6 15 2009 1 45 30 AM 07 00 gt 07 00 m The minute from O through
64. ecords that may exist in a data source and output these records All of the input columns will appear on the left hand side The user can then select one or more columns to find duplicates by One can then connect an output node to this to receive all of the duplicate records In order to get just a list of those duplicate records the user may wish to add a dedup node right after the find duplicate to see a list of those IDs or names that are considered duplicates QUANTILE RECORDS ata e The Ouantile Node creates a new quantile variable that indicates a record s relative location compared to the other records values in that column Rev 12 12 Rapid Insiahte Veera User Manual The quantile is created by ranking the data based on the chosen field and then splitting into N equal groups To create a quantile choose the variable that you want to base the quantiles on choose the quantile type and name the variable or leave it as the default name For example a decile creates 10 groups It creates entries based on a GPA variable so a record with a decile value of 9 means that 90 percent of the GPA values in the data fall below the value for that record Another option is to create quartiles which rank the data and split the records into 4 groups In this case if a record is in the SE quartile that record is higher than of the other records higher than 75 If a EE Quantile source Merge 2 File Edit Sort
65. ee ERA DER N Ge oe oe ED ED AE eo ER Ro ee 32 SR G r dee 33 FIND DUP RECORDS essens De ee N OE De OGE OE OE Ee be ee ee OE SE Me ER EG GE Ge GE GEE 33 CU ANTE AR e RE 33 RENAME EXCLUDE e e RTE 34 CONVERT COLUMN DATA TYP EE 34 BPTI Gar RE 35 TRANSPOSE COLUMNS siese Ge ie es NG be Ge Ee ee os be ie Ge be de ER bee EK be EE DE SN 36 RE Eege 36 SUBROUTINES OVERVIEW ege 37 NEE ee 38 OUE UI POS ee Ge DE SR ee Eb OE OE GR OE OE RE RE ie RE Di 38 SUBRKOUUNE sis oe io Do GE ee Se ee EI EG Ge DE OE ee Se EE Se EG Re Ge RE EE 39 REDUCE VARADE bessies eb iese ee ge ee ie en Ge ee ee eo ee Se GE oi Ee Ee ee n ee Dee De ee ie 40 REPRE KE 41 Kee ie Ee EEE E EEN A E E EE EE NE EE RE 41 COWIE VIE eet 41 FORMAT COLUMN DAARS ses ese eis SE ee ek RR oe ee ie eccaune OS GREG EA anu Ee er Ge Ge Ge ED ER SG EE ie EE 42 CROS STAB REPORT E 42 Rev 12 12 Rapid Insiahte Veera User Manual FREQUENCY REPORT sesse GE GR n ee Ge Ge GE ee ee ee GR EE Ge DE Ee ee Eb ee 43 EI E Ch d EE 43 PRO FE REPORT E 44 CHART DAT ee sedes ne oes EET GE le ee ER HE EN DR SE RE EG ie EE 44 BS i NOS ia ER sclera san apg ot sec ean enna act asa reese ed RR Ge Ne Ee 47 PUNABLECIVERYV Ee 47 SINNER CB 47 SINA NW E WEE 49 PU GET OR PT EIE oo OG N EG GO Ee Ge ens GE Ge GE Ge Ge GE OG Dee 50 COMMAND EXECUTE EXTERNAL ENTITWL ees ese ee see ees se ee ee se ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 51 COMPRESSOR UNEOMPRESS FILE S eens ase ee Ge Go ie se
66. er the chart node itself We ae ee Sample Chart or from the Chart Styles list The presentation EE EE options available on this window are primarily Z Des at Tee the same regardless of the chart type bar ege column pie etc being styled Attributes in include titles boarders chart legends data labels color palettes and display fonts A 3 D P Chart Style Editor Default Font Family Sze Style Color Background Chat Tee Arial lin vB Z U Black White rendering of charts all except Radar is also Lapard Si co e available Each chart type also has one or am EE LE more attributes tabs unidue to its type ede red on EE SHARING CHART STYLES Chart Styles may be developed and exported from one user then imported and used by another To export a chart style as a vcst file right click on its entry in the Chart Styles List select Export and select the location where the file will be created To import a vcst file as a new chart style right click in any empty space in the Chart Styles List and select Import to load the new style into the system Runable RUNABLE OVERVIEW Runables are the finishing steps for jobs in Veera They provide the point where the results of the process are saved reported on and or sent along to someone else There are no limits to the number or types of runables that can be used in a job though there are some restrictions on their order e Output T
67. ering task EE Each Sort Node may also be individually configured to permit or 7 loan_amt G deny optimizing its specific sorting task In both cases these WI work study am setting only have an effect when Optimization is also enabled at both the Job and Input Node levels Connection dbo Financial Aid data ve CLONING COPYING AND PASTING NODES Cloning Nodes Cloning one or more nodes effectively copies the selected icons their interconnections and any connections providing data to them and pastes them immediately into another part of the same job Once those nodes to be cloned have been selected by individual Ctrl left clicks or by boxing in the nodes the user may either e Right click on part of the selection and select Clone from the menu that appears or e Ctrl left mouse on part of the selection and drag the cloned nodes to their new location Copying and Pasting Nodes Copying and pasting one or more selected nodes and their connections operates much like cloning nodes but with two important differences the user has more control over where the new nodes are placed and copied nodes may be pasted into other jobs Once the nodes to be copied have been chosen by individual Ctrl left clicks or by boxing in the nodes the user right clicks on part of the selection and clicks Copy from the menu that appears The user picks where in the same job or in another job the nodes are to be pasted before
68. g the entry and pushing the DEL key Output Column percent with h percent older t percent with ki percent poverty percent public Major_CD scholarship_a loan_amt work study a Major 4 Output Columns Source Column percent with h percent older t percent with ki percent poverty percent public Major_CD scholarship a loan amt work study a Major Descript Table Name Enrollment Enrollment Enrollment Enrollment Enrollment Enrollment Aid Aid Aid major lookup cs a b The column may be renamed when it appears in the output Enter the new name in the Output Column field Creating a Source ID Column Users have the option to create one new variable for every data source participating in the merge These store a value to indicate whether that source contributed data to the record Placing a check in the Create box beside the source creates the variable Source 1 Flag Source 4 Flag Source A Flag Source Table Hag Columns Table S Name Flag Column N 1 Enrollment 2 Aid A major lookup csv The indicator values will be O or 1 The column name may be changed by entering a new one in the Flag Column Name field LOOKUP COLUMN DATA RR Er Input Source Enrollment Lookup Column provides a fast and efficient way to retrieve values from a lookup table One data source will appear as the Input source and the second is the lookup sou
69. hart Styles How a specific chart looks is dependent upon the chart style applied to it Chart styles are selected for use with a specific chart using the Chart Style drop down control within a chart node s setup window All user created chart styles will be available for selection from this list as well as a Default style Chart styles aren t necessarily associated with a single chart or chart type Rather a single chart style could be applied to a host of charts each using a different type CHART STYLES LIST Chart styles are managed from the Chart Styles List window This window can be accessed from either the chart node itself or from the TOOLS gt CHART STYLES menu All chart styles appearing in TITLE FROM TASK Apartment MB LengthOfResidence_ Meant OS NumberOfAdultsOnRecord_Mean2 Dial Title Sample Scatter Chart Chart Styles List oE Style Name Bar Chart Used in End of Year Reports Pie Chart Customer Ratios Sales Figues Bar Chart 3D Custom Dial 1 Scatter Custom 1 Dashboard Dial Custom Dial 2 Radar Rev 12 12 Rapid Insiahte Veera User Manual this list may be selected for renaming copying editing or deletion The name of a new chart style is assigned from this window before proceeding into the Chart Style designer window CHART STYLE EDITOR Chart styles are created and edited in the Chart Styles Editor window This window can be accessed from eith
70. he highlighted list An additional option to convert all fields to text can be found under the window s Edit menu RANKING RECORDS 12 3 UL mn This task creates a new column and assigns a rank to each record based on ranking criteria File Sort Input Columns contain all of the columns coming 2 il a from the previous node You have the option of selecting any of the input columns into Group By ST vebal or Rank By Rank By Rank By is used to sort and rank If no Group By Suet tance fom schoo ENER is chosen rankings are created for the entire ha fe ig population or for every record based on the wars aar EE e Rank By variable Only one variable may be sies pk ske er E os es N amas chosen to rank by If values are null they are annii pe raa excluded from the rank If duplicate values exist var weg Veera ranks them all based on the first one it Ss comes to Rank order is set to either Ascending or Descending New Rank Column Name displays the new column Rev 12 12 Rapid Insiahte Veera User Manual name The optional Group By field orders the ranked values by the selected column s which should contain a limited number of unique values CREATE INDEX If neither the Rank By nor Group By fields are populated the task will rank records by their position in the dataset starting with 1 TRANSPOSE COLUMNS Je SSES ee oo ey 7 da Total records querie
71. his checkbox locates a chart to a new row in the report regardless of other spacing considerations FTP GET OR PUT FILE The FTP Runable provides a connection between a Job and an FTP site Data can be downloaded from or uploaded to the site d File Transfer ostensibly for use in the Job This can be e a E WE NE HE done using one of four selectable protocols FTP Connection Host Address Ap2 rapidinsightinc com e FTP Host Port 21 Use passive mode e Secure FTP S FTP Anonymous Use active mode e SCP Usemame Password Test Wee RSC In all cases the user must fill in the Upload Rede 30 minutes appropriate host port and user information ocal File The connection can then be tested using the EER EE nom TEST button to ensure everything functions properly The remote and local file Je Binary Tex information will also need to be configured ify the file names and location aie SES to specify the file names and locations TEE Pe As with all Runables the Set Run Order Job He Data On the FIP cev ele EE Workspace Toolbar control is used to Rev 12 12 Rapid Insiahte Veera User Manual determine when the Command Node is run Unlike most other nodes connections are not made from or to it FTP Download Select the Download radio button to have the Runable automatically download a specified file from the FTP site In this way any Data Connections pointing to an existing copy of that f
72. his tool Select the test and click the move up or move down arrow Rev 12 12 Delete All Filters EN l Rapid Insight Veera User Manual This deletes all of the test criteria from the filter Filtering Parameter This button appears in conjunction with most filter operators It opens a List Box allowing the user to select a parameter to incorporate in a filter Parameters i e named variables are user defined specific to each job and configured under the Edit Parameters button of the Job Toolbar AGGREGATE RECORDS SS The Aggregate Records task allows the user to aggregate the data entering it The following aggregates can be taken e Min minimum value for a field e Max maximum value for a field e Mean average of all non null values for a numeric field e Count count of all non missing values for a field e Sum sum of all non missing values for a numeric field e Count Distinct count of the distinct of values for a field 8 5R Aggregate File Edit View Sort CheckAll Optimization Mila BBBSRS ZO Output Columns Student ID Gender State ZipCode Student distance from school High School GPA I SAT Verbal SAT Math Legacy Major_CD ApplicationDate Enroll Visited Campus International Applicant LOGe SAT Math LOGe Student distance from school Probability Count Mean Sum Count Distinct First 7 StdDev e Piret will return the first valu
73. ide of the setup Rev 12 12 Rapid Insiahte Veera User Manual window Opening a tab offers custom formatting options for the section Though a Section Title can be added at any time most options can only be edited and applied once the Use Default Settings box is unchecked Adding Charts to Reports As with data sources each connection reon kd made between a Chart node and a Sg Report node will appear in the Report eier D iii si node s setup window as a tab labeled EE with the chart node s title The order EE of these tabs will determine their presentation order in the report itself and can be changed by using the left Dat fen Oo e bett Sai Wert OUER Anbo and right Move Section arrows The sake Vr ka ad display order is also depicted in the Layout image appearing on the right side of the setup window E 2 a O Opening a tab offers custom formatting options for the specific chart Some of these options such as title font and section margins can only be edited and applied once the Use Default Settings box is unchecked Others such as Section Title can be entered at any time Some of these options are unique to charts appearing in reports with the effects of choices seen in the Layout depiction the selected chart highlighted in blue e Chart Size This governs the relative size of the graphic and how it will fit with other items in the report e Force New Section T
74. ile View Job DataView Schedule Workspace 4 Jobs o 39 CRM Reports ij Folder 1 3 Testing 4 Demo Local Complete amp Licenses Activation Report Tools Window Help se NEW Freshmen Retention jobs might currently be running known as Active 2 SAL Job a 49 Tutorials Processes App Lost Repos MAIN MENU g Data Connections E Access 38 Excel E say SQLServer CRM Ui Financial Aid Data i TESTING SOL Lk Tutorial Aid o H Ted The main menu appearing at the top of the window provides several options unique to Workspace when in view Note that there is only one Workspace tab If closed it can be reopened by selecting Workspace from the program s Window toolbar menu P Active Processes Job Tabs DESCRIPTION r W Rapid Insight Veera Workstation Job Demo Complete II ja EEN ei File Edit View Job Connection Node DataView Schedule Tools Window Help A X debe Down Conglahe A Job tab also known as the Job Workspace opens connections GE sl sob SY EISE be Es SBP o de when a user creates a new job rer Exolmert Das Or CA E gf Zon or selects an existing job Jobs G i Major Lookup sot Vu dbo Financial Aid data Type dad are projects created by users Tasks that gather data from one or hr EEN N SS L na a a Zo more data sources known as N ien e gie E s eme Get ge F Connectio
75. ile could be assured to provide the latest copy of the dataset to the Job in which the FTP Runable appears FTP Upload Similarly selecting the Upload radio button directs the Runable to copy the specified data file to the FTP site COMMAND EXECUTE EXTERNAL ENTITY Ch The Command Runable is another unigue Job tool When placed in a job this node opens runs the file or program selected in the File Name field If a file is selected it opens the file in the program associated with it If the program or file uses conditional arguments as part of its execution these can be entered in the Arguments field As with all Runables the Set Run Order Job ES CommandNodeWindow Workspace Toolbar control is used to determine when the Command Node is run File If Wait for Exit is checked the job will pause indefinitely until the external program that degt was opened is closed or until the number of seconds entered in the Wait Timeout field Arguments have passed In the latter case the external D s program will remain open unless the Kill F Wait For Ed Process on timeout box is checked Unlike all other nodes except FTP Call Job and Compress no connections are made from or to it COMPRESS OR UNCOMPRESS FILES J Compression Node The Compress Uncompress Runable is another unique Job tool When placed in a job this Create Compressed File node permits the compressing or Comp
76. ime Text Text Text Integer Text Text Integer Text Connection Test_csv csv Input e Use Alt Left Mouse to drag the source node to the destination node JI e Right click the source select Begin Connecting Nodes then select the destination e While holding Alt Left Mouse draw a group select box around several unconnected nodes and then release the mouse button e Drag anode over an existing connection between two other nodes When the connecting line turns blue drop the node to insert it into the existing path at that point e Drag and drop a new node the destination onto an existing source node When connected a line graphic be drawn between the nodes An arrowhead at one end of the line will indicate the direction data will flow Disconnection Methods To remove a connection to a node e Right click on a connecting line and select Delete from the menu e Select a connecting line and press the DEL key e Select a connecting line and then use the Delete Selected Item s tool from the Job Workspace Toolbar e Right click on any node except those with multiple input or output connections and select DISCONNECT or DELETE from the menu Connection Rules Some connection rules to consider e Data Connection nodes can never be the endpoint of a connection from another node Rev 12 12 ET N Rapid Insiahte Veera User Manual e Except for Output Files runable node
77. iption LOGe SAT Math LOGe Student distance from school Clone_High School GPA Clone_SAT Verbal Clone_SAT Math Clone_Visited Campus Clone_Intemational Applicant d Clear Sample rows 10000 W i Z a rd Cleanse Operation Name Cleanse Type Column Name Cleanse Operation j Handle Missings in High School GPA Clone_High School GPA Replace when is null with Mean Handle Missings in SAT Verbal Missing To Mean Clone_SAT Verbal Replace when is null with Mean If th em od e uses cre ate d varia b es th at IN Handle Missings in SAT Math Missing To Mean Clone_SAT Math Replace when is null with Mean Handle Missings in Visited Campus Replace Clone_Visited Campus Replace when is null with 0 t urn were USE d to cre ate st more Handle Missings in International Applicant Replace Clone_International Applicant Replace when is null with 0 Handle Missings in LOGe SAT Math Missing To Mean LOGe SAT Math Replace when is null with Mean Va rl a b es th e N mM u Iti p e tra N sfo rm S mMm ay b e Handle Missings in LOGelStudent distan Missing To Mean LOGe Student distance from school Replace when is null with Mean produced to enable this in the job Enter the value to replace Clone Columns Transform All variables participating in the modeling that weren t created at the Create Variables stage are duplicated here This is done to permit more effec
78. is list holding the Ctrl key allows multiple selections Creating Multiple Tests EIER Once a test is defined it is added to the filter by clicking the Add Filter button green funnel Fie EA View Sot Optimization It will then appear in the area just below the 24 4 n a control A corresponding SQL statement Ge Ges describing the test will also appear in the EE bottom most box An existing test may be removed from this area by highlighting it then Eval aA km M aa T 4 clicking the Delete Filter button blue funnel PO SAT Math gt 550 S d work study amt AND Multiple tests may be combined to construct State IN DNA HH AT sophisticated filtering criteria The following tools are provided to facilitate this Sample rows 10000 e Insert Remove Parenthesis Parentheses may be useful when combining several tests The parentheses are used to group test criteria together so they can run together instead of separately The parentheses can also be removed Select each one then use the arrow next to each parenthesis and choose the remove option And Or Statements and OF Multiple tests may be joined together by adding AND or OR between them To change one to the other select the value then click the desired button to change it Selecting the OR Otherwise by default tests are initially joined by AND Move Up Down t If there is more than one test their order can be changed using t
79. k the first character of the column es Ee A 7 import a format schema to do this ER Et EE Ca Boolean 35 automatically e FIELD POSITIONS RECORD LE 76femaleWaAgreen WIDTH sets the intended width Ee in characters of each row of data H e FIELD POSITIONS FIELD To manually set column start and Kg offied cations OOO end points the user clicks on the Rev 12 12 Rapid Insiahte Veera User Manual point in the sample data where a data column starts Columns will alternately shade as they are added User may remove a column pointer by clicking on the same point The TOTAL COLUMNS counter keeps track of the columns designated IMPORT FORMAT FILE If the user chooses to set up the data columns automatically the user needs to import a format file fmt with the desired parameters To start the process the user clicks on the IMPORT button In the example shown a format file has been selected Its contents appear in the sample window The user uses the Field 1 Field 2 Field 3 and Field 4 entries to help Veera interpret the layout of the format file This in turn defines the four columns in the data file Starting Column Column Name Length and Type should all be defined The sample format file displayed shows the valid choices for Type Column Properties Tab Format File Properties Name D formatForFixedWidthexample fmt Format file field delimiter coment He in
80. le Properties window E File Properties Q Demo Data College Enrollment Data FA csv defines the file s general data formatting EES These include Select File Format Discard Schema and Sat Over To load data you must first select the file format Confirm that the file properties are corect before proceeding D E LI M ITE D O r FIXE D WI DTH Row Delimiter CRHLF v File type Default T Delimited Characters such as comma or tab separate each field Text qualifier Double Quote Sample Size 20 Fixed Width Fields have a required length padded with spaces if needed I Determines how the data will be S e p a rate d i n t O C O u m n S Student ID Gender High School GPA SAT Verbal SAT Math State Legacy Student distance from school Enroll Visited Campus mer a 1 696603 Male 2 027 790 400 Non legacy 80 0 0 52 10 7 1 15800 0 254092718 0 701053128 0 430555924 0 655907715 0 254092 500700 Male 2 384 520 520 NH Non legacy 145 0 0 58 12 1 1 10400 0 005397312 0 903451183 0 048741689 0 218329894 0 005 504174 Male 2 909 650 480 NH Non legacy 10 0 0 45 12 5 1 13000 0 176445699 0 114648724 0 859373111 0 084532071 0 1764 F L E TY P E S D ecila l fo rmat ty p es 941891 Male 2 342 620 560 ME Non legacy 90 0 0 44 12 1 1 12400 0 325332144 0 0625307 0 882583363 0 298308585 0 325337 722819 Male 2 068 530 600 ME Non legacy 50 0 0 50 12 1 10600 0 887588627 0 132030981 0 659904358 0 219229673 0 8875
81. le Reduction File Edit Sort Options am OO F ma ool Zy Ay 2 a E Column Name A Type Keep For Chi Best Fit Y Variable Age Integer a Gave to Annual Fund Find Related Noa Do not call flag Integer Fl Creste Related Best Fit Tand Create Related Best Fit Transforms d Domain Extension Tex Related p value threshold 001 7 Email Domain Extension Text D rest EI Create Related Category Transforms Email Domain Group Text ethnic_cd Text Forbes 500zip Integer Gave to Annual Fund Integer ID Text Legacy Indicator Integer X Y R Exclude whens 0 EE EE EE aaa 33 of 33 columns will be kept Identifying Related Fields Variable Reduction When the Find Related Now Fle Edt Sot Options a Help button is clicked the node will eae N gar eum SR perform a series of statistical Keess IR 2723 cp emeng tests Chi Square F Test etc on a Ms Related pate threshold 001m GER een D the data in each column In RI_ HHs_wRetirelnco Real N 17429 Square X Y R Excludewhen lt 0 addition to the variable itself ay a a several mathematical ee transformations of the original ee x are also evaluated for relevance rie a a aae These variations include square ech ei St square root cube cube root Urban_Rural_Indicator Text IM oe log10 and natural log e TE zi Text a Those variables in the list that te to peo a are sufficiently related to the o selected Y Variable will be Ao eR ANE
82. licants csv Spring 2008 Enrollment PS AS Student_Enroll_S Selected Files 2006 Enrolled Student ID list csv 2007 enrolled sophomores csv 2007 Enrolled Student ID list csv acquisition response demo data Book1 csv A College Enrollment Data FA csv X College Enrollment Data csv x College Enrollment Data_LIMIT X 4 Connections are automatically grouped by data source type Data source types Veera can support include e Access e PostgreSQL e DB2 e SAP HANA e DSN ODBC Connections e SAS e Excel e SPSS e FoxPro e SQL Server e MySQL e Text CSV e Oracle e UDL e OtherDBMS e Vertica e OtherFile e xBase e Paradox e XML Data Source l br Gi br Microsoft ADO NET Provider for SQL Server Which data source types are available is often dependent upon whether the drivers or providers for that type are installed on the computer Drivers OLE DB ODBC ADO net or native drivers are freely available for download from the corresponding manufacturer ACCESS SOURCE TYPE Configuring an Access based data source doesn t require a server location or connection credentials However unlike other connection types it does require specifying the file name at this stage Also note that there are two Access file types to choose from the Office 2007 version accdb and the legacy JET version mdb The correct file type must be selected for the intended data source to appear as an option
83. lumn names and data types of the connection Check boxes are also available that select or deselect specific columns from appearing at the node s output Changes made to the data source structure since the last time the window was opened will be represented removals will appear in red new entries in blue Saving and closing the window will incorporate the changes into the node QUERY NODES ADDED TO JOBS A Query Node is a special form of connection It can only be created from a database table connection by right clicking on the table entry in the Connections field and p selecting Add Query Node from the menu that appears A SELECT FROM DEMO dbo Financial Aid daal Query Node icon representing that connection will appear in the Job Workspace File Optimization The Query Node setup window is different from that of Connection Financial Aid Data other connections Instead of displaying a list of available variables it presents a query window The node will be tied to a database connection and it will have a Rev 12 12 Rapid Insiahte Veera User Manual default guery if it was created from a table connection The user must edit this script to apply whatever custom conditions may fit the user s needs as the data is retrieved for use by the program The scripting language used is the one native to the server environment being accessed by the database COMBINE INPUTS NODES ADDED TO JOBS A Combine Inputs node is a special d
84. lumns Column Name Format Sort Direction Values MI EI E el E sales Sales Currency columns will be Clicking the ellipse button under the Values section of a Cross Tab Column will open the Get Unigue Values utility This is where unique values that organize and label the columns are defined Identifying these values can be done automatically by clicking the Get Values button by typing values in directly or a combination of both methods The Cross Tab values are populated using the checkboxes on the left hand side Cross Tab Values may also include Row and Column Sum and Percentage or Cell Percentages by checking the relevant boxes Cross Tab must output to a Report node in order for the headers to be seen The column headers that appear will consist of all the entries found in the Input node regardless of a Get Unique Values Column Name month Unique Values bE AE EIERE feb Move UP 3 Values Rev 12 12 Rapid Insiahte Veera User Manual whether this data had been removed at some stage Use the report s Remove Empty Column setup option to hide any unwanted columns NOTE Regardless of their original column types all data emerging from this node are converted to type Text Because of this care should be taken when using the output of this node FREQUENCY REPORT AYY Frequency Reports help to understand the counts of unique values represented in the data for
85. n Geste will permanently remove the item i Printing Jobs There is an option to print the job Go to File and then Print Preview It will then generate a preview of what the job looks like If printing from there it will have the job itself as well as all of the underlying functionality connection names location node specifics notes output names amp locations The larger the job the longer it may take to generate yee the print preview Veera will alert you to it s progress in S O OO BB B cose the Generating Previews box Job Demo Local Complete ane pe u mmm em N Taret ae Once all pages have cached the Print preview window will appear The first page will contain a screen shot of the job itself Subsequent pages will contain every detail of the job Users can page through by hitting the up or down arrow in the upper right portion Rev 12 12 Rapid Insiahte Veera User Manual APPENDIX A TASK FUNCTIONS SUMMARY Function Descriptions Multi Variable Transform Task Binning Multi Variable Formula String Functions Date Time Assign Variables _ Enter a Formula example A B C IF ACos ASin ATan Function Definition ATn2 Retums the absolute positive value Ceiling expression Char Charindex P1 Numeric expression Contains Cos d Result Type lt Missings e gt Abs ABS Returns the absolute positive value of the given nume
86. n place the cursor at that position in the file name where the date time content should appear Finally click the Timestamp icon beside the file name field to view and select from the list of available date time format options Once done the file name will appear containing code designating the format selected When the job is run and a file using a timestamp is created the formatting code is replaced with entries corresponding to the date and or time at the file s creation Custom Nodes Add Ins Add Ins provide users with the opportunity to create their own custom nodes Developing Add Ins requires a strong working knowledge of a NET compatible programming language such as CH There are no restrictions Add Ins are incorporated into Veera as supplemental DLL files stored in the C ProgramData Rapid Insight Inc Veera AddlIns folder of the program A sample Add in DLL is included with Veera to serve as an example to would be node developers Add In nodes won t appear along with the other standard icons on a Job Tab Rather Add Ins are accessed through the NODE gt ADD ADD IN menu Selecting an entry from this menu will place the corresponding 32x32 pixel node image in the Job Workspace For further details on developing integrating and using Add In nodes contact Rapid Insight Customer Support Job Workspace JOB WORKSPACE OVERVIEW This is where Connection Task Report and Runable icons called nodes are copied
87. n ase Ge EE sw ER GO Ee eyes oe aes 14 SP URCE TIEPE E 14 SOL SERVER SOURCE TYPE iis ees sei Ge ee es ound ee eg GE ee ed ed Ge ee ee Ged Ge GO eb Ge ke ed bg od 14 sake CEA TIP AA AR EE ER RE IE EE EE 14 Se LEE RCE WY FE ea E de ee Ge ee Oo Ge EG Ge Ge ee ee seq Ge Ge Gee Ge Ge Ee 16 leie Eege gt e EE Ge EG Oe ee EE Oe Ge a 18 JOB SOVER VIENY ED OO GE EO iss inca ee ee Ge Ge Ee N OG Ee N onan es 18 HOM JOBS ARE ORGANIZE RE 18 Rev 12 12 Rapid Insiahte Veera User Manual JOB DETAILS SECTION ME 18 Active ProcesseS ss EE EE Ge oe EG ee oe DE ee EO ei de 18 Backing Up The WOLKE PES see ies ee ee io ee ee Si Ge Ge EG ee 18 Beie le et 19 INPUT NODE ADDED TOJOB SS EE SE ee oie ee ee ee ed ie ee ie oe N EG GE Ge 19 QUERY NODES ADDED TO JOB 19 COMBINE INPUTS NODES ADDED TO JOBS i s sein ser site ke Ee oe ee Se ER DA EG ee oe Ie GE Ro se ie GR RE eo 20 ET EE EE EE OE N 20 OVER VE ER ME N N EE N EE EO EE OE EE EA 20 SETUP TOOLBARS ai as ee ee Ge RE Ee 21 APPEND Ee 22 NIERGE TABLE se sessie ie ee ee E oe n ea Ee ee E AAE E ER he Ee ne 23 BOO UP CORED IVI DATA sies bessie ee eN ee Se De OGE oe Ed ee ee be ee ee OE SE Me EE OG GE Ge GE GE DEE 24 SAMPERE E OR aE E E EE EE E TEEN E TEE 25 FILTER RECORDS E 25 AGGREGATE RECORDS E 27 MEDIAN OF COLUMN DATA ie es ia ee es ie Ge ee ee De ee sec Ge Ge ee Ee Ge GE ane 28 CLEANSE COLUMN DATA ses ee EE De ee EG See Ee DE sauces 28 TRANSFORM COLUMNS A 29 SOFT REEORDE see Se nanan sanitation Ge
88. n legacy 50 0 0 378790 Male 2 455 710 480 NH Non legacy 75 0 0 cosees Male 2 249 500 510 NH Non legacy 140 0 0 e INSERT DELETE COLUMN Drops 780531 Male 2 901 480 600 Non legacy 20 0 0 existing or adds new data columns which can then be CO nfigu red Set confirm appropriate column properties XML SOURCE TYPE CURRENT COLUMN Alternate method for selecting the column being configured NAME Column s name DATA TYPE The supported types include Integer Text Date Yes No Unknown and Decimal Veera makes use of an integrated driver to both read and write XML formatted data Users should be aware of the following conditions that may affect their use of this data type The XML driver will e Read the records from any XML formatted data file e Parse incoming data records using schema imbedded in the XML file Rev 12 12 Rapid Insiahte Veera User Manual e Parse incoming data records using schema contained in a co located XSD XML Schema Definitions file if it is named the same as the XML file e Ignore any attribute information incorporated into data records Such records should be parsed by the user outside of Veera into a more conventional format prior to use e Write files which imbed any needed schema information into file itself Rev 12 12 Rapid Insiahte Veera User Manual Jobs in the Workspace JOBS OVERVIEW Jobs are projects created by users that gather da
89. nd data types may be directly typed into the columns provided 15 columns Replacing an Input Node with an Input Proxy Node Once an INPUT node is place in a job it may be converted into an INPUT PROXY by right clicking on the icon and selecting Replace with Input Proxy Node from the menu that appears Double clicking on a converted INPUT PROXY node opens its setup window Here the column names and data types found in the original INPUT node may be seen and if desired changed OUTPUT PROXY An OUTPUT PROXY is a type of output node It s the point where data is returned to the SUBROUTINE node that originally caused the job to run e Only one OUTPUT PROXY may be added per job e Data can enter this node from only one source e The OUTPUT PROXY need not be the only output from the job though when called from a SUBROUTINE node only the OUTPUT PROXY will be updated There are no configuration settings for this node Rev 12 12 Rapid Insiahte Veera User Manual SUBROUTINE A SUBROUTINE node defines the location and the conditions for incorporating one job s E process into another The node itself acts as a gt matchmaker marrying the individual data 2010 oet gt jy TK Ca S sources entering the SUBROUTINE node with specific INPUT PROXY nodes found in the called E Subroutine Aggregate Report job Once that called job finishes running any data entering its OUTPUT PROXY node is then 2009 Enrollment passed b
90. ns manipulate D gz n EER men Teer T 1 00 1 2 3 j that data with various tools or vn da O Qg v R known as Tasks and Aggregate 8 Reports za ek produce one or more outputs ui IS ak in the form of files or report s ai A Lookup known as Reports and By Students Top 10 Runables Many Job tabs may be opened though only one can be viewed at a time MAIN MENU The main menu appearing at the top of the window provides several options unique to Jobs tabs when one is in view Rev 12 12 mae DI Rapid Insiahte Veera User Manual Data View Tabs DESCRIPTION A Data View tab opens when a user selects Data V Rapid Insight Inc Veera Data View Transpose Example View from the toolbar menu or View Data when __ Eie View Job DataView Schedule Tools Window Help SSS EE EE Eg Workspace Job Demo Local Complete Bata View Transpose Example Cv right clicking on a connection task or runable The tab will display a sample of the data records from the file currently selected Many Data View tabs Loaded Data Statistics Co Total records queried 10000 gt Obs person month sales may be open though only one can be viewed at a 1 mike jan time If the toolbar menu View gt Tabs is turned off mke and the Window menu to Tile the windows is used F several data views can be reviewed simultaneously julie feb julie m
91. ns an integer that represents the hour part of a specified datetime MinutesBetween MINUTESBETWEEN date Returns an integer representing the of minutes between 2 dates Month MONTH Returns an integer that represents the month part of a specified date 1 12 MonthOfYear MONTHOFYEAR Returns a string that represents the month part of a specified date January February etc MonthsBetween MONTHSBETWEEN date Returns an integer representing the of months between 2 dates MonthsBetween MONTHSBETWEEN date 1 Returns an integer representing the absolute of months between 2 dates Now NOW Returns the current date time Nulllf NULLIF expr Returns a null if two expression are equivalent Num NUM Returns numeric data converted from character data PadLeft PADLEFT Hen Returns a string padded on the left with specified character to the specified length PadRight PADRIGHT len Returns a string padded on the right with specified character to the specified length PI PI Returns the constant value of PI 3 14 Power POWER pow Returns the value of the given expression to the specified power Quarter QUARTER Returns an integer representing the Ouarter specified date falls between Radians RADIANS _ Returns radians when a numeric expression in degrees is entered Random RANDOM Returns a random number between 0 0 and 1 0 Replace REPLACE find new Replaces all occurrences of the first string e
92. nted as a separate box in the working area with the name of the source at the top and the list of its column names below Joining Sources 1 Enrollment 2 Student ID Gender High School GPA SAT Verbal SAT Math SAT Math BINS State Legacy Student distance f Enroll Visited Campus median_age median_school Internatonal Appli Financial Aid Offe 2 Aid Student ID Gender scholarship_amt loan_amt work_study amt 3 major lo E Output Column percent with h percent older t percent with ki percent poverty percent public Major_CD scholarship a loan amt work study a Major Output Columns Table Source Column percent with h percent older t percent with ki percent poverty percent public Major CD scholarship a loan amt work study a Major Descript 1 1 1 1 1 1 2 2 2 3 Name Enrollment Enrollment Enrollment Enrollment Enrollment Enrollment Aid Aid Aid major lookup cs ze H Tm r MAJOR_CD Major Description Source Table Flag Columns The first step in a Merge is to join the data sources together Though the e ege IE urce 1 Flag rollment mechanics of joining are straightforward Source 2 Flag 2 Aid R Source 3 Fla 3 major lookup csv the right approach might not always be so EE clear The user must consider how these data sets are related and what is the desired outcom
93. ob may receive some or all of their data from a SUBROUTINE node through one or more INPUT PROXY nodes o A target job must contain one and only one OUTPUT PROXY node Data entering this node is passed back to a SUBROUTINE node Rev 12 12 Rapid Insiahte Veera User Manual The effect is as if all the nodes providing data to the OUTPUT PROXY in the target job were actually part of the base job at the point where the SUBROUTINE node is located INPUT PROXY INPUT PROXY is a type of data connection node It s the point where data is received from the SUBROUTINE node that originally caused File Edit Sort the job to run e Multiple INPUT PROXY nodes may be added to a single job e Jobs with INPUT PROXY nodes may also include other data DateTime Integer connections Text High School GPA Real International Applicant Integer e This node may provide data to other nodes but cannot directly receive data Integer e An INPUT PROXY may be configured either by converting an Major Description Text INPUT node or manually Major_CD Integer SAT Math Integer e Note that regardless of setup method any columns SAT Verbal da configured in the INPUT PROXY will be considered required State Text Student distance from school Integer Manually Configuring an Input Proxy Node Student ID Integer Visited Campus Integer Double clicking on an INPUT PROXY node placed in a job opens its Text setup window Here column names a
94. ode such as Merge or Append This is a behavior unique to ad Cache data only for duration of job run Cache splitting a process at any other node and attempting to Keep cached data across job runs recombine it further on will produce an error or unpredictable results Discard cache after 2 gt hours 7 days Viewing Cached Data Caches allow users to directly view cached data by right clicking the node 02 16 2010 09 17 AM and selecting View Data from the menu This feature is the same as that oe 02 18 2010 09 17 AM found on Data Connections and Output Tables nodes Flush Cache Now SUBROUTINES OVERVIEW Subroutines allow designers to make use of existing jobs from within a new process shortening development and running times while opening a new range of processing possibilities Nodes in Target Job H S Ce Ge Input Proxy Handle Missings Calculate Probability Output Proxy E d College Enrollment Data Cleanse FA_WM csv a m L Ca z Major lookup Lookup Report E A EE Agaregate By Students Top 10 Rename Format Data An effective subroutine requires the following e A base job containing one or more SUBROUTINE nodes must be created Each SUBROUTINE node is configured to send data to and pass on data received from a target job e One or more target jobs must be created Such jobs are designed to be used only as part of a subroutine and not run on their own o Atarget j
95. on this behavior To mitigate this Rapid Insight has developed its own Excel data driver for use when connecting to data sources and destinations It appears in the driver list as Excel File xls xlsx xlsb and is the default driver selected when the Excel icon is clicked The driver actively reads the formatting of the original worksheet cells to develop its columnar data types When this information is not available it will attempt to infer this information from the fields in a column The number of fields used to make this educate guess is specified in the Type Guess Sample Size field under the Options menu As an output driver it takes the Veera column types and matches them to corresponding Excel format types when writing to a worksheet ORACLE SOURCE TYPE Oracle Client For Veera to connect directly to an Oracle database it requires Oracle Client be installed before the program is started Create a new Oracle connection in Veera The fastest connection in testing was achieved using the Oracle OLEDB Provider If the Oracle database service ID SID is the same as the hostname it is running on provide that name in the Database field of the Veera New Connection window Otherwise the Oracle client drivers will need to look up the connection information somewhere Oracle drivers can support all methods TNS ON OID and AD However they all have to be properly configured by IT You also need to type in the cor
96. owing hardware requirements Minimum System Requirements e Windows XP SP3 or later e NET Framework 4 0 and its requirements e 2 GHz 32 bit x86 or 64 bit x64 processor e 1GBof system memory e 20 MB available hard drive space e 32 MB of graphics memory o Internet access Recommended System Requirements e Windows Vista x64 or Windows 7 x64 e NET Framework 4 0 and its requirements e 2 8 GHz 64 bit x64 processor e 4GB of system memory e 1 GB available hard drive space e 512 MB of graphics memory e Internet access Rev 12 12 Rapid Insiahte Veera User Manual Additional Resources For more specialized information try one of these other Veera documentation resources e Installation Guide provides step by step instructions for installing the program e Getting Started Guide a duick reference and tutorial includes several How To examples e n program Help accessed from the Veera Toolbar menu e In program Tooltip help placing the mouse cursor over a feature often causes a brief description to appear Rev 12 12 NG 1 Rapid Insiahte Veera User Manual VIEWS IN VEERA Workspace Tab DESCRIPTION The Workspace tab also known as the Operational Workspace automatically opens when the program first starts It serves as the place where users organize and manage data projects see Jobs in the Workspace data source connections see Data Connections in the Workspace and see what al F
97. put 2003 Enrollment h Required Isin Output Columns Data Type ig erg Greece J J Student ID Integer iv W list and compare using check boxes the variables found in S e a both the INPUT PROXY and the SUBROUTINE nodes Excess ZipCode Text m IR columns coming from the SUBROUTINE are acceptable but a j a e all fields found in the INPUT PROXY of the called job are See on N SAT Math Integer required and must have a match in the SUBROUTINE Rev 12 12 Rapid Insiahte Veera User Manual REDUCE VARIABLES dl The Reduce Variables node is intended to facilitate the creation of a predictive modeling dataset for use in Veera s sister product Analytics It looks to identify those columns that statistically relate to a user selected Y variable and output them Y Variable Field The Y Variable represents the one item that a predictive model is intended to predict It can be any linear real or integer or binary 1 or 0 variable present in the list on the left hand side of the setup screen The arrow button to the left of the Y Variable field is clicked to loading the desired highlighted column Setting Test Options There is one main Variable Reduction configuration option affecting testing P Value threshold This determines a minimum level on how confidence the program has in the variable s relatedness The larger the p value the less confidence there is in the specific variable The default is 0 01 Variab
98. ra work with one another the Collaborative Cloud Currently four types of content may be contributed to and copied from the Collaborative Cloud jobs transforms chart styles and add ins This forum is accessed from within zez Contribute to Rapid Insight Collaborative Cloud Title Healthcare dashb Veera Category Veera Job CONTRIBUTING TO THE COLLABORATIVE CLOUD EE E Healthcare dashboard featuring 2 dial indicator 30 day and 60 day Ri g ht click on the item to be u p loaded j ob tran sform j readmit rates and 4 column charts showing demographic breakdowns of readmission rates chart style add in then select the Contribute item type to RI Collaborative Cloud menu option For example right click on a Veera job within the Jobs section of the Attachments Optional Workspace tab Once selected the Contribute to Rapid Insight Collaborative Cloud window will open with the original name of the item already entered at the top Readmit N Rates csv The user must enter a unique name a description of the item and check the Terms and Conditions box before the EE Eg al e item can be contributed Additional files typically related 1 file attachment s sample data may also be contributed as part of the 7 accept the Tems amp Conditions dd Click the Contribute button to perform the Era transter GETTING ITEMS FROM THE COLLABORATIVE CLOUD To copy an item from the Collaborative
99. ration Formulas and bins may be exported by right clicking the entry in the Transform Operation list at the bottom of the window and selecting Export Transform The program will allow the operation to be saved as a ritd file Formulas and bins may also be imported by right clicking the entry in the Transform Operation list at the bottom of the window and selecting Import Transform The program will allow the user to select a saved ritd file and add its operation to the existing list SORT RECORDS Sort reorders the records as specified by the user The left column shows the Input columns These are the available columns you can select to sort by There may be many columns chosen to sort by A K In the example State was selected using the arrow and then appears in the Sort By list From there select how it should be sorted Ascending or Descending If many columns are IL pl Sort File Edit Sort Optimization IN IE N a ri Input Columns Sort By loan_amt work_study_amt Column Name scholarship_amt dw Sort Direction Ascendina i Rev 12 12 Rapid Insiahte Veera User Manual added to the Sort and the order needs to change use the up and down arrows in the header to move in the proper order Note The default sorting direction can be changed from the toolbar TOOLS OPTIONS menu DEDUP RECORDS E Dedup identifies and removes duplicate records based upon criteria se
100. rce In the example shown Column Name Type International Applicant Integer Financial Aid Offered Integer percent with college percent with hs degr percent older than 65 percent with kids percent poverty percent public assist Integer MAJOR CD t Columns to Add P Lookup Record File Edit Sort dE d e Lookup By L 1 Maier CD Lookup Source major lookup csv Column Name Rev 12 12 Rapid Insiahte Veera User Manual the first source contains a code for Major and the second source contains the description being looked up The user chooses the Lookup By column in this case it s the Major_CD field It is joined to the MAIOR CODE in the Lookup Source The column to add to the output is the one containing the value looked up above it s the Major Description coming from the lookup source Lookup Column is limited to 10000 unique values in the Lookup By column SAMPLE RECORDS pmi a K D SE Be Sample Records outputs a subset of the data entering it The user determines the number of records to be output or skipped and the method of their selection There are five different sampling methods e Random Sample Type Top e Top File e Bottom hii e Skip top N rows Random Top Bottom SkiptopNrows Range From To Top N records to sample D 1000 An integer parameter may be used in place of an explicit n
101. rect local name or SID into the Database field of the New Connection window The only method Veera supports for browsing the available Oracle servers is TNS In that case the local names can be seen in the drop list for the Database field of the connection window If attempting to drop down the list of Databases in the connection window the user gets this error Could not find file TNS_ ADMIN tnsnames ora that means at a minimum the environment variable TNS_ADMIN isn t defined If known try typing in the database name directly then click TEST If the list drops down and is empty add entries to the tnsnames ora file for the Oracle servers you want to connect to or type in the server SID Once all the required information has been filled out the Test and Ok buttons become enabled The user may test the connection confirming the information is valid or save the contents and exit the window Rev 12 12 Rapid Insiahte Veera User Manual Oracle ODBC DSN If the user is already using an ODBC DSN to connect to an Oracle database this should be all that is needed for Veera to connect e Set up Veera to use an ODBC DSN connection and select that existing System or User DSN e Select it and provide the user ID and PWD for the connection even if defined in the DSN CONFIGURING THE MACHINE If the user isn t currently connecting to Oracle their machine needs to be configured to do so Usually this requires an IT person to setup
102. ressed File Name C Temp MyZippedFiles zip uncompressing of files using the ZIP format As with all Runables the Set Run Order Job Workspace Toolbar control is used to determine when the Command Node is run Compress Files Folder D DATA Unlike all other nodes except FTP Call Job and Command no connections are made from or to it File Name Pattem csv Rev 12 12 Rapid Insiahte Veera User Manual Uncompress Files Select the Uncompress File radio button to configure the Runable to automatically uncompress the selected ZIP file Compressed File Name into the specified folder Uncompress To Compress Files Select the Create Compressed File radio button to configure the Runable to select a single file File or set of files matching a pattern File Name Pattern and compress them into a single ZIP file Compressed File Name CALL ANOTHER JOB A y R Call Another Job File The Call Job Runable is another unique Job tool This node passes new parameters to and runs another Veera job selected from the Job YTD Recruiting Report Totals Name drop down list Note that only the SAVED version of a selected Job Parameters job will run As with all Runables the Set Run Order Job Workspace jcscmi ge TE Nevali Toolbar control is used to determine when the other job is run Unlike all other nodes except Command FTP and Compress no connections are made from or to it
103. resulting records still contain an unchanged person column But in place of the original month and sales columns are three new columns that capture the transposed data sales jan sales feb sales mar To flatten this aa OE Cs a aan Kam SEHR 7 person deeg dataset to just one record per person an aggregate pra nul 20 null node will need to be used Aggregate By the person Iv sales feb mike null null 30 column and select the First real value of each of the other columns null 50 null 2 3 sales_mar 4 40 null null 5 6 nul null ED CACHE RECORDS Cache is used to shorten processing time when running complex jobs with large data sources When inserted in a job all the data processed prior to and passing through a cache is saved If the running job Rev 12 12 Rapid Insiahte Veera User Manual accesses data from this same point more than once this saved data are used rather than processing through the earlier nodes again A Cache may be configured to retain data between job runs When data is retained between job runs the icon appears with a yellow cylinder superimposed in the upper right corner Data will be retained in the Cache until the preset time expires or the Flush Cache Now button is clicked Splitting and Recombining Process Paths cache Records File A process that splits at a Cache may be recombined later in the same job using a n
104. ric expression ACos ACOS Returns the angle in radians whose cosine is the given real expression ASin ASIN Returns the angle in radians whose sine is the given real expression ATan ATAN Returns the angle in radians whose tangent is the given real expression ATn2 ATN2 y x Returns the angle in radians whose tangent is the quotient Y X of given real expressions Ceiling CEILING Returns the smallest integer greater than or equal to the given numeric expression Char CHAR A string function that converts an int ASCII code to a character Charlndex CHARINDEX string Returns the starting position of the specified expression in a character string Returns 1 if not found Contains CONTAINS string Returns 1 if the specified expression is in the character string otherwise returns O Cos COS Returns the trigonometric cosine of the given angle in radians in the given expression Cot COT Returns the trigonometric cotangent of the specified angle in radians in the given real expression Date DATE Converts a string to a date DateStr DATESTR Convert a date to a string DateStr DATESTR di Format a date as a string Day DAY Returns an integer representing the day date part of the specified date 1 31 DayOfWeek DAYOFWEEK Returns a string representing the day date part of the specified date Sunday Monday etc DayOfWeekN DAYOFWEEKN Returns an integer representing the day date part of
105. rt is determined by the number of designated Selected Data Columns A minimum of three is required with this chart type The radius of each ring is scaled automatically using all the values found in these same columns Note that the Selected Data Columns must be numeric Dial Chart A dial chart resembles an old style automotive gas guage The number of pointers appearing in the dial is determined by the number of designated Selected Data Columns Note that the Selected Data Columns must be numeric and that each data row must contain a unique value in this column otherwise an error will result The Dial Chart is unique in that areas of the dial may be colored differently to denote the importance of certain value ranges These may be specified either in the chart style or in the node s setup window Scatter Chart A Scatter chart resembles a Line chart in that it is displayed as a grid with points representing data entries Unlike a Line chart there are no lines connecting these points The horizontal X axis is labeled with data found in the column selected to be the X Axis Column Note that each data row must contain a unique value in this column otherwise an error will result The number of points appearing in a Scatter chart is determined by the number of Added Pairs The Y axis of a Line chart grid is scaled automatically using all the values found in these same columns Note that the Selected Data Columns must be numeric C
106. s cannot be the starting point of a connection to another node e Call Job Command Compress Uncompress and FTP nodes can never be connected to another node e Only a few nodes can accept more than one input These include o Append Table o Merge Table o Lookup Column Data o Output Report e These nodes should directly output only to Output Table and Report nodes o Format Column Data o Cross Tab Report o Frequency Report Oo GroupBy Report o Profile Report CONFIGURE NODES TO DEFINE A PROCESS Each node is configured differently Please refer to the section of this document describing the specific node for guidance ENABLING OPTIMIZATION TO IMPROVE A PROCESS Optimization is a data processing option that takes advantage of the filtering and sorting capabilities of data source host servers if any exist when a job is run Optimization Program Option The Enable In Database Optimizations control under the TOOLS gt OPTIONS menu determines the global default setting of the option Only Jobs whose Use Optimization properties are set to use the program value are affected Enabled is the default setting Optimization Job Property The Use Optimization property under the JOB gt PROPERTIES menu determines the Optimization use status for the current Job The control has three states selected by the user E aJ Options General SMTP information Distribution Lists Display
107. s have such a high priority they almost always reduire their parameters be in parentheses to achieve the expected correct result ABS A is the same as ABS A but ABS A B is not ABS A B but is ABS A B PRECEDENCE SYMBOL TYPE OF OPERATION ASSOCIATIVELY Expression Left to right Scalar Functions Left to right el s reent jeten 7 lt s gt le Is Equality mr Bitwise AND Left to right itwise on inclusive tefttoright BETWEEN 10 11 12 BETWEEN Logical BETWEEN Left to right 7 2 List Left to right SSES SES SS RSC a a a Rev 12 12 Rapid Insiahte Veera User Manual Date and Time Format Specifiers Many functions require or allow certain formatting options to be specified SPECIFIER DESCRIPTION EXAMPLE wd The day of the month from 1 through 31 6 1 2009 1 45 30 PM gt 1 gg The day of the month from 01 through 31 6 1 2009 1 45 30 PM gt 01 dda The abbreviated name of the day of the week 6 15 2009 1 45 30 PM gt Mon en US dddd The full name of the day of the week 6 15 2009 1 45 30 PM gt Monday en US The tenths of a second in a date and time value 6 15 2009 13 45 30 617 gt 6 The hundredths of a second in a date and time 6 15 2009 13 45 30 617 gt 61 value The milliseconds in a date and time value 6 15 2009 13 45 30 617 gt 617 ffff The ten thousandths of a second in a date and 6 15 2009 13 45 30 6175 gt 6175 tim
108. s the data to an existing file or table rather than creating a new destination or overwriting any existing content e The dialog box changes to request the information unique to each type This means either o Identifying the folder location file name etc or o Identifying the database server location database name and connection information Once the information is populated the Test button becomes active so the connection information entered can be checked Once saved an Output dialog box appears listing the columns in order e Columns can be excluded by un checking the Output box e Columns may be individually formatted under the Format column Rev 12 12 Rapid Insiahte Veera User Manual Passing Data Out of an Output Table An Output Table can serve as an intermediate save point in a process That is to say connections can be made coming from an Output Table and passing data on to another node continuing the process OUTPUT REPORT Di Overview An Output Report Runable provides users with the opportunity to immediately report on the results of a job Unlike the Table Runable a single Report Runable will accept data from multiple sources combining them into a single multi section report Configuring an Output Report Once the Output Table setup window is opened perform the following actions on the Header tab e Enter a Full File Name By clicking on the Full File Name ellipse
109. s way Veera can be used to assign probability scores then be able to report on the results Scheduling a scoring process is also possible something not available in Analytics The wizard translates the contents of the model into nodes recreating the formula creating additional variables if necessary replacing missing data with the appropriate substitute values etc Create Variables Clone Columns Handle Missings Calculate Probability Drop Created Columns Adding a Model to a Job The Modeling Wizard is accessed by right clicking on a node or connection and selecting the menu entry Wizard gt Import Scoring Model A navigation window opens allowing the desired rism modeling file to be selected Once a model file is chosen several nodes are added at that location Create Variables Transform If new variables created in Analytics also IO Cleanse Column Data appear in the predictive model s formula Eesen ed the Modeling Wizard creates a Transform SEH Bos Operation Round Operation DEE node to recreate them in Veera This Transform behaves just like the standard node added by a user Contents can be edited removed or the whole node deleted If no variables created in Analytics appear in the model s formula then this node will not be created by the Modeling ZipCode When SAT Verbal le e Legacy Replace with ApplicationDate F Replace With Null Enrol Intemational Applicant Major Descr
110. ser needs to import a Male 2 068 Non eg 50 Male 2 455 Non leg 75 format file fmt with the Male 2248 Non eg 140 Male 2 901 480 Non leg 20 desired parameters To start Male 2029 550 Nonteg 30 Malo 245AG AAN Nanan AR II the process the user clicks li on the IMPORT button Ba Je Select field delimiter and if first row contains the column names In the example shown a format file has been selected Its contents appear in the sample window The user uses the Field 1 Field 2 Field 3 and Field 4 entries to help Veera interpret the layout of the format file This in turn defines the four columns in the data file Starting Column Column Name Length and Type should all be defined The sample format file displayed shows the valid choices for Type Fixed Width Fields Tab File Properties D ffieischer Desktop fixedwidthexample txt J ZS ii This tab appears only if the FIXED WIDTH KC Define Fixed Width Fields option was chosen on the File Properties To define fields you must pick the fields out in the row data Confirm that the field properties are corect before proceeding Tab The user may manually set the data Feld Postions Foma Fe supported data types are shown below R Specify the starting position of each column Col_1 Text 15 1 column S start and end points or may To create a column click the desired first character S 7 S To delete a column clic
111. t up by the user There are 3 elements in the DeDup Node ER DeDup Records e Input Columns Input columns are the available el vi Za t TA columns coming from the node they were EA i Student ID j ul sto icates connected to You can use these columns in BERE EE L the DeDup By Columns window or as a selection rule Legacy Student distance from school Enroll e DeDup By Columns These are the column or Vated Campus D D D ajor d columns that identify duplicate values In the gr a Selection Rules s r er SAT Combined F Disc ar DEEG example below duplicates are identified Discard Al Copies of Duplicate Record based on the same Student IDs You may have multiple columns that identify duplicates such as Last Name First Name and Birth date EE EE ae ers dee reg the Selection Rules Min Not Null Null e Selection Rules These allow you to have control over which duplicate record continues towards the output In the example below the SAT Math is being used as a Selection Rule Therefore if a duplicate Student ID is found it takes the record with the Max SAT Math score Other options are Min Not Null and Null Any values in the Input Columns may be used in the Selection Rules Applying the Discard All option removes each and every copy of a record that has duplicates FIND DUP RECORDS av Find Dup By Columns J Consider Nd Values to be Duplicates Find Dup is used to find duplicate r
112. ta from one or more data sources Data Connections manipulate that data with various tools known as Tasks format that data using several reporting styles known as Reports and produce one or more outputs in the form of files or reports each known as a Runable The Jobs section of the Workspace tab is where all jobs created or imported into in Veera are managed From here users can import export copy rename organize schedule and delete jobs For an explanation on how to build a new job or edit an existing one see the section JOBS IN VEERA HOW JOBS ARE ORGANIZED Jobs can be easily organized by placing them in folders and sub folders Folders are created by right clicking anywhere in the Jobs section and selecting New Folder Folders and the jobs they contain are ordered alphabetically Jobs can be dragged and dropped between folders JOB DETAILS SECTION The Job Details section reports the properties of the current or most recent job selected from the Workspace Jobs list Details include e Job Name e Create Date e Last Modified e Last Used e of Nodes e of Input Nodes pr Y Rapid Insight Inc Vi a File View Job Data View Schedule Tools 4 Jobs o 9 CRM Reports C3 Folder 1 3 Testing 4 Demo Local Complete amp Licenses Activation Report N A SAL Job o 39 Tutorials 4 App Lost Reports Window Help HI Data Connections E Access
113. ted from the Command Line Prompt or the RUN function under the Windows Start menu The command itself is comprised of two parts The first is the file path where the Veera program file VeeraWorkstation exe is located On a machine using the Windows 7 OS this would be C Program Files x86 Rapid Insight Inc Veera VeeraWorkstation exe Rev 12 12 Rapid Insiahte Veera User Manual Next would be the actual command to run a job runjob followed by the name of the job and its organizational structure within Veera placed in quotes i e Testing New Freshmen Retention A fully assembled command would read something like this C Program Files x86 Rapid Insight Inc Veera VeeraWorkstation exe runjob Testing New Freshmen Retention Scheduling Jobs Veera permits users to schedule jobs to be run at gunun Tools Window Help later dates and times Jobs may be scheduled as Jab single events or as reoccurring actions Scheduled lobs BE SCHEDULE EDITOR To configure a new event or edit an Schedule Editor existing one for the current job open the Schedule menu on the main Job Demo Local Complete Type Special and Periodic with Selected Times v Special Type Second Tuesday e program toolbar and select Job The Status Enabled Period None Schedule Viewer will open to display eee 00M v Eie 2 the existing schedule Click the Edit Te Schedule
114. that contains a column delimiter is quoted Options are Double Quote default Single quote and none e SAMPLE SIZE Defines the number of data rows to load to evaluate the structure Default is 20 Delimited Fields Tab This tab appears only if the DELIMITED option was chosen on the File Properties Tab Provides a sample of the data set using the Field Delimiter chosen e FIELD DELIMITER Options include comma default semicolon tab vertical bar tab colon and other with entry field e FIRSTROW CONTAINS FIELD NAMES Yes or no checkbox e COLUMN COUNT Drops existing or adds new data File Properties Q Demo Data College Enrollment Data FA csv 1 Delimited Fields ee ail isin columns Default is based ON bee Delimited Fields the current column count To define fields you must first choose the delimiter and set the field count Confirm that the field properties are correct before proceeding Field Delimiter Format File supported data types are shown below detected by the delimiter p ae C Col_2 Real 5 16 selected ow om ow Sin V First Row Contains Field Names Column Count 20 e IMPORT FORMAT FILE If the Gender High School GPA SAT Verbal SAT Math State Legacy Student distance from school user chooses to set up the Male 2 027 Non leg 80 Male 2 384 Non leg 145 data columns automatically Male 2909 Non eg 10 Male 2 342 Non leg 90 the u
115. the daad as field Checking either the Create File Created Column and or Create File Modified Column option boxes will cause a new column of that name to be added to the output It will be filled with the relevant file information for that data row If not already done their schema will also need to be defined This is done by clicking the Properties button Once completed the Column definitions of these files will appear in the field below These schemas must be identical for the node to work Once configured the Combine Inputs node is integrated and used in jobs like any other Input node Tasks OVERVIEW Tasks are tools used from within a job to manipulate data Veera provides 23 unique tasks that can be incorporated into any job There is no limit to the number or types of tasks that can be used though there are some restrictions on their order The 23 tasks are Rev 12 12 Rapid Insiahte Veera User Manual 1 Append Tables 17 Transpose 2 Merge Tables 18 Cache 3 Lookup Column Data 19 Subroutine 4 Get Sample Records 20 Input Proxy 5 Filter Records 21 Output Proxy 6 Aggregate Records 22 Reduce Variables 7 Median of Column Data 23 R Project 8 Cleanse Column Data 9 Transform Columns Tasks 10 Sort Records SRR ERE N n ee n a 11 DeDup Columns e m m sd ed 12 Find Dup Records A EIS BE 13 Quantile Records di id k Dna AI m 1 00 1 2 3 ale 14 Rename Exclude Columns 3 Fa AT UP J
116. tive replacement of missing values later in the A modeling process Duplicate fields are labeled using the prefix Clone_ Rev 12 12 Missing Values Handling Cleanse Rapid Insight Veera User Manual The Modeling file often contains instructions on how to handle values missing from the dataset Settings within the Transform nodes will replace missing entries with zeros or with the column s mean value when appropriate This later Cleanse function is available only in the model importation process and is not otherwise editable Calculate Probability Transform The Modeling Wizard always creates a Transform node to incorporate the probability model formula into the Veera job If the formula uses variables that are not available at this location in the job the formula will be displayed in red indicating a problem Note that this Transform behaves just like the standard node added by a user Contents can be edited removed or the whole node deleted The scoring results are stored in a new field called Probability Drop Created Columns Rename a a Transform s EN Sk File Edit Sort ET Binning Muti Variable Formula String Functions Date Time Assign Variables Enter a Formula example A B C P IF A Clone_High School GPA Score 59 2738261099298 B Clone_SAT Verbal A 0 514170397088818 f C Clone_SAT Math
117. ue in a list of 2 or more values Hour HOUR Returns an integer that represents the hour part of a specified datetime HoursBetween HOURSBETWEEN date Returns an integer representing the of hours between 2 dates If IF trueValue falseValue Tests an expression result returns one value if TRUE and another value if FALSE IsNull ISNULL Tests if an expression result is null returns the replacement value result if it is not null otherwise a replacement value Is Null IS NULL Tests if an expression result is null evaluates to Boolean Least LEAST expr Returns the smallest value in a list of 2 or more values Left LEET len Returns the left part of a string the specified number of characters in length Len LEN Returns the number of characters of the given string excluding trailing blanks Log LOG Returns the natural logarithm of the given real expression Log10 LOG10 Returns the base 10 logarithm of the given real expression Lower LOWER Returns a character expression after converting uppercase character data to lowercase LTrim LTRIM _ Returns a character expression after removing leading blanks MatchesRegEx MATCHESREGEX regex Tests if an expression result matches a regular expression See TRANSFORM for additional info MetersToMiles METERSTOMILES Returns the real numbers of miles equivalent to the specified number of meters Rev 12 12 e Rapid Insiahte Veera User Manual Minute MINUTE Retur
118. umber of records value FILTER RECORDS m E E S Overview Filter is used to filter records based on one or more user defined tests Defining a Test Double clicking on a column name from bs ce Gc id Dries the list on the left selects it as the source of the data to test In the example shown IREE MN State has been selected Then the type od of test is chosen from the following NC options Leg NM i State IN ICT MA ME NH RI VT di e Not In specified list tional Appli OR e In specified list e Contains found within column value e Does Not Contain not found within column value PA PQ Ri SC TX UT VA VI WA wi wv e Starts With the specified value e Ends With the specified value e Like matches a pattern e Equals Rev 12 12 Rapid Insiahte Veera User Manual e Not Equals lt gt e Greater Than gt e Greater Than or Equal To gt e Less Than lt e Less Than or Equal To lt e Between two specified values e Is Missing no value exists e Is Not Missing a value exists e EXPRESSION offers range of DATE specific operators that rely upon the computer system clock for reference such as TODAY Next the user must enter the data value s to test for As an aid a Get Sample button is provided permitting the user to view unique values found in the column being tested Values may be selected directly from th
119. umn data types For AJ Z Ax A8 example when attempting to merge I Column Name Original Data Type New Data Type two disparate data sources that have is the same information but are of scholarship_amt ze different data types like INTEGER and loan_amt Real rie TEXT Also used when need to append ed Ena SES DateTime information of the same content but Rev 12 12 Rapid Insiahte Veera User Manual different type All of the input columns are listed followed by their Original Data Type These are read only fields The New Data Type has the following options e Text e Date e Integer e Time e Real e DateTime e Boolean Designating the Format becomes possible if selecting a new data type of TEXT DATE TIME or DATETIME Format options are e Scientific e Date e SSN with and without dashes e Time e Phone various styles e DateTime e Currency e Integer e Number e Fixed 1 15 This allots the number of e Percent characters after a decimal point DATE TIME and DATE TIME provide a wide range of formatting options for column values All of the available formats appear in the drop down box After you make your choices select the green checkbox to save and exit from the node Multi Select and Bulk Convert If the same convert action needs to be performed on several co located columns select a range of New Data Type fields using the mouse and the SHIFT key Then select the new data type for the topmost entry in t
120. xpression with the second string expression Remove Left REMOVELEFT cnt Removes specified number of characters from left end of string expression RemoveRight REMOVERIGHT cnt Removes specified number of characters from right end of string expression Reverse REVERSE Returns the reverse of a character expression Right RIGHT len Returns the right part of a string the specified number of characters in length Round ROUND Round value to the nearest integer value RTrim RTRIM _ Returns a character string after truncating all trailing blanks Second SECOND Returns an integer that represents the second part of a specified datetime SecondsBetween SECONDSBETWEEN date Returns an integer representing the of seconds between 2 dates Sign SIGN Returns the positive 1 zero 0 or negative 1 sign of the given expression Sin SIN Returns the trigonometric sine of the given angle in radians in an approximate numeric real expression Space SPACE Returns a string of repeated spaces Square SQUARE Returns the square of a given expression Rev 12 12 Rapid Insiahte Veera User Manual Sart SQRT Returns the square root of the given expression Str STR Returns the character data converted from numeric data Stuff STUFF start len new Deletes a specified length of characters and inserts another set of characters at a specified starting point SubField SUBFIELD fieldNum Returns the Nth su
121. ype of either Boolean which results in a true or a false output or choose Binary which results in O or 1 output Formula Parameter P This button appears above the formula field It opens a List Box allowing the user to incorporate one or more parameters into a formula Parameters i e named variables are user defined specific to each job and configured under the Edit Parameters button of the Job Toolbar Validate Formula vi This button appears above the formula field It checks the contents of the formula field for possible syntax issues If a potential problem is detected an Invalid Formula error is displayed No message appears if the syntax is successfully validated Rev 12 12 Rapid Insiahte Veera User Manual String Functions Only TEXT columns are available on the String Functions tab Choose the text column to work with then Transform s File Edit Sen 24 kt 2 aa fill in any parameters that are requested the function definition as well as the parameter definitions are contained in the Function Definition box Once the required parameters are filled in name the new transform and click the Create button If no text columns are found the column list is blank Date Time Functions Only DATE TIME columns are available on the Date Time tab Choose the date field to work with from the left Next fill in any Binning Mutt Variable Formula String Functions Date Time

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