GettingStartedGuide.book Page i Monday, September 27, 2004 4:26 PM
ProClarity® Analytics Platform 6
ProClarity Professional
Note about printing this PDF manual: For best quality printing results,
please print from the version 6.0 Adobe® Reader®.
Getting Started Guide
GettingStartedGuide.book Page ii Monday, September 27, 2004 4:26 PM
Acknowledgements
Adobe and Reader are registered trademarks of Adobe Systems Incorporated.
Microsoft, PowerPoint, Outlook, Visual Basic, and Windows are registered trademarks or
trademarks of Microsoft Corporation in the U.S. and/or other countries.
Netscape is a registered trademark of the Netscape Communications Corporation.
InstallShield is a registered trademark of InstallShield Software Corporation.
SQL and SQL Server are trademarks of Sybase, Inc.
ProClarity and the ProClarity logo are either registered trademarks or trademarks of ProClarity
Corporation, incorporated in the United States and other countries.
All text and diagrams in this Getting Started Guide are owned by ProClarity Corporation or
its suppliers. The Getting Started Guide is protected by copyright laws and international
treaty provisions. You may reproduce information located in the Getting Started Guide;
however, the reproduced materials are solely for your use and may not be distributed,
published, or sold.
Copyright 1999 - 2004 ProClarity Corporation. All Rights Reserved. U.S. Patent No. 6,167,396.
U.S. and foreign patents pending.
GettingStartedGuide.book Page iii Monday, September 27, 2004 4:26 PM
Table of Contents
Acknowledgements ........................................................... ii
Introducing ProClarity Professional.................................................... 1
About this Getting Started Guide ........................................ 1
Availability of features ................................................... 1
What’s new in this release ................................................. 2
New products ............................................................... 2
New or changed features ................................................ 3
Other help sources ...........................................................
Online and “What’s This” help ..........................................
The Getting Started Tutorial ............................................
Technical support ..........................................................
Training services ...........................................................
Product tips and tricks ...................................................
Contact us ...................................................................
5
6
6
6
7
7
8
Chapter 1: Getting Started with Data Analysis ................................... 9
Some analysis terms you should know ................................. 9
Starting Web Professional ................................................11
Starting Desktop Professional ...........................................12
Connecting to a cube .......................................................14
ProClarity Professional screen details .................................16
Creating a query with the Ad Hoc Query Wizard ...................17
Using the Ad Hoc Query Wizard .......................................18
Saving personal views .....................................................19
Saving the current view in My Views ................................20
Accessing My Views ......................................................21
Moving among saved or current session views .....................22
Resetting a view to defaults .............................................22
Exiting ProClarity Professional ...........................................23
Chapter 2: Selecting and Arranging Data.......................................... 25
Displaying the Dimensions Tool .........................................25
Selecting and arranging data to create queries ....................26
Selecting dimension items .............................................27
Arranging dimensions ....................................................28
Applying changes to the query ..........................................28
Finding dimension members .............................................29
Slicing dimensions ..........................................................30
Showing a combined value31
GettingStartedGuide.book Page iv Monday, September 27, 2004 4:26 PM
iv | Table of Contents
Showing or hiding dimensions ........................................... 31
Using other Dimensions Tool features ................................. 33
Chapter 3: Creating Members, Measures, and Sets ........................... 35
Grouping specified items under a common name: sets ........... 35
Creating a set ............................................................. 36
Deriving values from selected items: members and measures . 38
Creating a member or measure ....................................... 39
Using and copying My Items, Shared Items, and Page Items .. 42
My Items .................................................................... 43
Shared Items .............................................................. 43
Page Items ................................................................. 43
Copying items among folders ......................................... 43
Chapter 4: Exploring Data with Charts and Grids.............................. 45
Obtaining a chart or grid view ........................................... 45
Drilling down on a chart or grid ......................................... 46
Drilling up on a chart or grid ............................................ 48
Using other navigation features ........................................ 50
Drilling to Detail ............................................................. 51
Pivoting dimensions ........................................................ 52
Using actions ................................................................. 53
Customizing grids and charts ......................................... 53
Chapter 5: Filtering and Sorting Data ............................................... 55
Filtering data ................................................................. 55
Understanding how to filter based on columns ................... 57
Sorting data .................................................................. 59
Understanding how to sort rows by columns ...................... 60
Understanding peer groupings ........................................ 61
How a pivot affects sorting and filtering ............................. 63
Chapter 6: Exploring Data with Other View Types ............................ 65
Exploring contributions to a value: the Decomposition Tree .... 65
An example Decomposition Tree ...................................... 66
Creating a Decomposition Tree ....................................... 67
Working with a Decomposition Tree ................................. 68
Customizing a Decomposition Tree .................................. 69
Comparing values using ratios of size and color: the Performance
Map ............................................................................. 69
An example Performance Map ......................................... 70
Creating a Performance Map ........................................... 71
Working with a Performance Map .................................... 72
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Table of Contents | v
Customizing a Performance Map ......................................73
Analyzing large volumes of data: the Perspective view ..........73
An example Perspective view ..........................................74
Creating a Perspective view ............................................75
Working with a Perspective view .....................................77
Customizing a Perspective view .......................................77
Including Web content: the ProClarity Internet Explorer view .78
Chapter 7: Saving and Sharing Your Analyses .................................. 79
Saving views for personal use or monitoring ........................79
Briefing Books .............................................................79
Export to Outlook .........................................................82
Communicating information with emailed views ....................83
Saving views to use in presentations ..................................83
Export to Excel ............................................................83
Export to Business Reporter ...........................................83
Export to PowerPoint .....................................................84
Chapter 8: Publishing ....................................................................... 87
Connecting to Analytics Server ..........................................87
Security rights and feature availability ...............................88
Using Briefing Books with Analytics Server ..........................89
Publishing the current Briefing Book ................................89
Retrieving a published Briefing Book ................................89
Editing a published Briefing Book ....................................90
Unlocking a Briefing Book ..............................................90
Using files with Analytics Server ........................................91
Publishing a file ...........................................................91
Retrieving a published file ..............................................91
Using links with Analytics Server .......................................91
Publishing a link ...........................................................92
Opening a published link ...............................................92
Organizing published books, files, and links .........................92
Using members, measures, and sets with Analytics Server .....92
Publishing a member, measure, or set ..............................93
Changing Shared Items .................................................93
Assigning security for published items ................................94
Understanding roles ......................................................95
Appendix A: Installing Your Application ........................................... 97
System requirements for ProClarity Professional ...................97
Hardware ....................................................................97
Operating system .........................................................97
Software .....................................................................97
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vi | Table of Contents
Browser ...................................................................... 98
User privileges ............................................................ 98
Installing Web Professional .............................................. 98
Internet Explorer ......................................................... 98
Netscape .................................................................. 100
Installing ProClarity Desktop Professional ......................... 102
Appendix B: Introduction to Multidimensional Analysis.................. 107
The data and its structure .............................................. 107
An example cube ........................................................ 107
Dimensional hierarchy in the Dimensions Tool .................. 109
Using multidimensional data to visualize comparisons ......... 111
How the relevant data and its layout affect the view ......... 111
Index ............................................................................................. 129
GettingStartedGuide.book Page 1 Monday, September 27, 2004 4:26 PM
Introducing ProClarity Professional
ProClarity Professional is a multidimensional analytics application
that helps you understand the information you have about your
customers, competitors, and business operations. With ProClarity
Professional analytics features and visualizations, you can perform
unstructured data exploration and root-cause analysis to find the
trends and exceptions hidden in your data. Only by understanding
such critical factors can you make intelligent business decisions for
the most profitable outcome.
Using familiar techniques and easy-to-use tools, you can extract
relevant data and arrange it in a meaningful context. As you
explore data, you often want to share your findings with others and
provide a starting point for further analysis. With the publishing
features available in ProClarity Professional, you can share analyses
results and business logic within a controlled Web environment.
About this Getting Started Guide
This Getting Started Guide is intended for new users or users who
need a refresher in the basics. Its purpose is to enable you to create
meaningful analyses—or views—and then save the views for future
reference or to collaborate with others. For information about other
ProClarity Professional features, see ProClarity Professional online
help.
Availability of features
The Getting Started Guide describes how to use ProClarity
Professional—ProClarity Desktop Professional (Desktop
Professional) and ProClarity Web Professional (Web Professional)—
with ProClarity Analytics Server (Analytics Server). Analytics Server
allows enterprise-wide, controlled Web access to analytics features
and shared analyses. The following may affect the availability of
features described in this guide:
GettingStartedGuide.book Page 2 Monday, September 27, 2004 4:26 PM
2|
•
Using ProClarity Professional without
Analytics Server. All the features described in
this book are available, except those involving
publishing and published items such as Shared
Items. Publishing is discussed in Chapter 8.
•
Using Briefing Books with publishing
properties restrictions. A Briefing Book is a
compilation of saved views. Publishing properties,
which can be set on the Briefing Book or in an
Analytics Server role, can restrict feature
availability while the Briefing Book is being used.
Briefing Books are discussed in Chapter 7.
•
Customization. Your application may have been
customized to meet your company's specific
needs. Therefore, some features may not be
available, or they may work or appear differently
than how they are described in this book.
What’s new in this release
New products
ProClarity Analytics Platform 6 introduces two new
products.
•
ProClarity Live Product Family integrates with
and provides access to distributed data sources
directly from Microsoft Excel. This is accomplished
using the client, which resides on the end-user's
desktop, and one or more servers. Together, the
client and server enable users to bring together
secure, live information from ProClarity Analytics
Server, relational databases, Web sites, and other
data sources—all within a single Excel workbook.
•
ProClarity Reporting Server (PRS) simplifies
the process of creating Microsoft SQL Server
Reporting Services reports and adding new
datasets to existing reports. With PRS, you can
use the graphical tools in the ProClarity application
to select data, while PRS converts your selections
into the required connection strings and MDX
statement for the dataset.
Using PRS, you can also add ProClarity analysis
capabilities to reports. Report consumers can then
use ProClarity charts, grids, and data navigation
www.proclarity.com
GettingStartedGuide.book Page 3 Monday, September 27, 2004 4:26 PM
What’s new in this release | 3
tools to obtain a better understanding of the
report data.
New or changed features
The following ProClarity Professional features are new
or have been changed in version 6.0. For more
information about features described in this section,
see ProClarity Professional online help.
Dimensions Tool enhancements
•
Simplified drag-and-drop functionality in the
layout pane.
•
Available dimensions are shown in the
Dimensions drop-down menu, allowing a
compact display of many dimensions.
•
Browse and Search tabs replace the Browse
and Find buttons.
•
The Measures dimension tree displays cubedefined folders.
•
Hide Empty Rows (or Columns) is now Filter
Empty Rows (or Columns). The corresponding
feature available from the Filter dialog box uses
the same terminology.
•
Analytics Server libraries that do not contain
Shared Items do not appear in the Shared Items
folder.
•
You can select leaf level members and all
descendants using the Select Descendants
menu command.
•
Each dimension hierarchy displays as a separate
dimension. Pages created in previous versions
show only the active dimension hierarchy.
Inactive dimension hierarchies are hidden.
•
Asterisks (*) in the Dimensions drop-down menu
and in the layout pane indicate unapplied changes
in the Dimensions Tool.
•
Non-default member selections are shown in bold
text in the layout pane.
•
The Hide Empty Members button has been
removed from the Background label in the layout
pane. You can turn this feature on or off from the
Cube Options dialog box or from the dimension
tree right-click menu.
www.proclarity.com
GettingStartedGuide.book Page 4 Monday, September 27, 2004 4:26 PM
4|
Show/Hide Dimensions
•
You can hide dimensions to reduce the number of
visible dimensions, or you can show dimensions
that have been hidden.
•
When you open a cube, only standard dimensions
are visible.
Parameterize queries with the Default item
When the Default item is selected in a query, users will
see data based on their respective cube-defined default
member. Enhanced KPI support
•
In the dimension tree, cube-defined KPIs expand
to reveal associated indicators, such as a goal.
(KPIs and goal indicators that were created in KPI
Designer display on the same level.)
•
In a grid, the KPI and its goal indicator appear at
the same level.
•
In a grid, status and trend indicators display as
icons in cells that display the parent KPI value.
•
Status and trend indicator icons can be hidden or
changed.
Expanded KPI support
•
In the dimension tree, cube-defined KPIs (key
performance indicators) expand to reveal any
associated indicators, such as a goal. (KPIs and
goal indicators that were created in KPI Designer
display on the same level.
•
In a grid, the KPI and its goal indicator appear at
the same level.
•
In a grid, status and trend indicators display as
icons in cells that display the parent KPI value.
•
Status and trend indicator icons can be hidden or
changed.
Grid totals
Grand totals
•
You can show grand totals on Rows or Columns in
any query, including filtered queries.
•
Grand totals are exempt from sorting, filtering,
and exception highlighting.
www.proclarity.com
GettingStartedGuide.book Page 5 Monday, September 27, 2004 4:26 PM
What’s new in this release | 5
Subtotals
•
Measures do not display subtotals by default.
•
You can selectively apply subtotals to individual
dimensions, including Measures.
•
Parent and descendant values are not doublecounted.
•
Subtotals are exempt from exception highlighting.
•
Preserving peer groupings is not required when
sorting queries with subtotals.
Change member order
You can change the order of selected members in
dimensions on Rows or Columns.
Performance Map
This new data visualization uses ratios of size and color
to show the relative values of two measures for a large
number of members.
Flatten grid headers
You can display a hierarchical structure or a flat list in
grid views that include multiple levels from a single
dimension.
Cell-level actions support
You can access cell-level actions from a variety of view
types.
New provider support
ProClarity Professional supports connecting to cube
data using Microsoft® OLE DB Provider for Analysis
Services 9.0.
Large query warning
When using the Dimensions Tool, Perspective Wizard,
or Performance Map, you receive a warning when a
query request exceeds your specified maximum limit.
You can choose to continue or to cancel the query.
Expanded boundary support for filters
You can filter for a count or sum up to
999,999,999,999,999 (one quadrillion minus one).
www.proclarity.com
GettingStartedGuide.book Page 6 Monday, September 27, 2004 4:26 PM
6|
Cube Creation Wizard removed
The ability to create local cubes has been removed
from ProClarity Professional. You can still view data
from a local cube.
Other help sources
In addition to the Getting Started Guide, you can
consult the following help sources.
Online and “What’s This” help
ProClarity Professional online help contains topics to
guide you through tasks you can perform in ProClarity
Professional. In addition, many dialog boxes provide
“What’s This?” help for specific areas of the dialog box.
NOTE
A dialog box is the box or screen that appears when
you click a button or select a menu command. It
allows you to select additional options that define
what you want to do.
To access online help
•
From the Help menu in ProClarity Professional,
select Contents.
To access “What’s
This?” help
•
In the upper-right corner of a dialog box, click
the question mark button and then click an
area in the dialog box. Depending on where
you click, an explanation will pop up or online help
will open.
The Getting Started Tutorial
The Getting Started Tutorial teaches the basics of using
ProClarity Professional. To access it, select Help >
Getting Started Tutorial.
www.proclarity.com
GettingStartedGuide.book Page 7 Monday, September 27, 2004 4:26 PM
Other help sources | 7
Technical support
For technical assistance in using and configuring
ProClarity products, please contact ProClarity Technical
Services by visiting our Web site at
http:\\www.ProClarity.com or by calling (208) 3441630.
ProClarity offers maintenance and support subscription
plans to meet your specific support needs. If you have
questions about your existing maintenance and support
subscription or would like to purchase a new one,
contact your ProClarity sales representative at (208)
344-1630 or sales@proclarity.com.
Training services
ProClarity University offers training classes with an
interactive, hands-on approach to ensure that the
attendees get the most out of their training time. We
have found this approach to be very successful in
helping new users learn quickly, retain the information,
and apply the knowledge to their own business
environments.
The ProClarity training curriculum and materials can be
customized with your applications and environment in
mind. We can provide recommendations of how we
tailor our courses to best provide successful education
for your staff, using the most successful methods.
To learn more, visit the ProClarity University Web site
at http://www.proclarity.com/training.
Product tips and tricks
For shortcuts and tips that customers, consultants, and
trainers discover in our products and for data analysis,
visit our Training Tip Web site at http://
www.proclarity.com/training/training_tip.asp.
www.proclarity.com
GettingStartedGuide.book Page 8 Monday, September 27, 2004 4:26 PM
8|
Contact us
ProClarity Corporation
PO Box 8064
500 South 10th Street
Boise ID 83707
Phone: (208) 344-1630
Fax: (208) 343-6128
For information, contact info@proclarity.com
For sales, contact sales@proclarity.com
ProClarity International
PO Box 366
5240 AJ Rosmalen
The Netherlands
Phone: +31 (73) 681.0800
Fax: +31 (73) 681.0801
For information, contact info-int@proclarity.com
For sales, contact sales-int@proclarity.com
www.proclarity.com
GettingStartedGuide.book Page 9 Monday, September 27, 2004 4:26 PM
Some analysis terms you should know | 9
Chapter 1: Getting Started with Data
Analysis
In ProClarity Professional, you analyze data using a
view such as a chart or grid. Views display information
from a data source known as a cube.
A view can be a new connection to the cube, or it can
be a saved view such as a Briefing Book page. Often,
users choose a saved view because it provides a
convenient starting point for further analysis.
In this chapter
NOTE
•
Some analysis terms you should know
•
Starting Web Professional
•
Starting Desktop Professional
•
Connecting to a cube
•
ProClarity Professional screen details
•
Creating a query with the Ad Hoc Query Wizard
•
Saving personal views
•
Moving among saved or current session views
•
Resetting a view to defaults
•
Exiting ProClarity Professional
This guide refers to Analytics Server and to the
OLAP server. Analytics Server is a secure,
centralized location that stores items such as Briefing
Books that authorized users can access. An OLAP
server stores cubes that contain raw data.
Some analysis terms you should know
In ProClarity Professional, the data you analyze is
stored on an OLAP server in a multidimensional
arrangement called a cube. Cubes contain measures
and dimensions.
www.proclarity.com
GettingStartedGuide.book Page 10 Monday, September 27, 2004 4:26 PM
10 | Getting Started with Data Analysis
•
Measures are quantitative values such as Sales
Dollars, Number of Product Failures, Gross Margin,
and Average Inventory Level. All cubes have at
least one measure.
•
Dimensions are categories that describe the
who, what, when, or where of a measure.
Geographic Region and Product are examples of
dimensions.
Dimensions are commonly organized into a hierarchy of
levels that contain individual items known as members.
The following example hierarchy is from a Time
dimension:
Figure 1. A Time dimension hierarchy
NOTE
Some dimensions have more than one hierarchy. For
example, a Time dimension may have a calendar
year hierarchy and a fiscal year hierarchy. Each
hierarchy appears as a separate dimension in
ProClarity Professional.
When you use ProClarity Professional, you select
specific measures and members and arrange the data
in various layouts. This request for data is called a
query.
Tip
You can hide dimensions to streamline your analytics
environment. To learn more, see “Showing or hiding
dimensions” on page 31.
www.proclarity.com
GettingStartedGuide.book Page 11 Monday, September 27, 2004 4:26 PM
Starting Web Professional | 11
Starting Web Professional
1
In the Address box of your Web browser, type
the URL for Analytics Server.
This address must contain the server name and
the virtual directory name. The following are
examples:
Tip
•
http://production/pas
•
https://www.yourcompany.com/pas
Or, from the Windows® Start menu, select Programs
> ProClarity > ProClarity Web.
2
If you are prompted for security information such
as user name and password, type it in the dialog
box. Typically, this information is the same as that
required to connect to your company network.
3
In the Contents screen (Figure 2), select
Professional from the ProClarity drop-down
menu.
4
In the right pane, select a view:
•
Click a library, then click a Briefing Book, folder
(if necessary), and page.
Or
•
Click My Views, then click a view.
Web Professional opens in a separate browser
window. The Contents screen remains available in
your Windows taskbar as you work in the application.
NOTE
If a download screen appears, you may need to
install Web Professional. See “Installing Web
Professional” on page 98.
www.proclarity.com
GettingStartedGuide.book Page 12 Monday, September 27, 2004 4:26 PM
12 | Getting Started with Data Analysis
Figure 2. Analytics Server Contents screen
Tip
To start Web Professional if no views are available or
without first selecting a view, click the Launch Web
Professional button on the title bar.
Web Professional opens in a separate browser window
and the Connect dialog box appears (Figure 4), which
connects you to an OLAP server so you can open a
cube. (See “Connecting to a cube” on page 14.)
Starting Desktop Professional
• From the Windows Start menu, select Programs >
ProClarity > ProClarity Desktop Professional.
Tip
Or, double-click the ProClarity Professional icon on
the Windows Desktop.
Typically, you will see one of the following:
www.proclarity.com
GettingStartedGuide.book Page 13 Monday, September 27, 2004 4:26 PM
Starting Desktop Professional | 13
•
A home page, which is a view from My Views that
opens when you start Desktop Professional. You
are connected to a cube and ready to begin. See
“ProClarity Professional screen details” on
page 16.
•
The Welcome screen (Figure 3). If so, proceed
with the following steps.
Figure 3. Desktop Professional Welcome screen
• In the Welcome screen, select an option and click
OK.
•
ProClarity Analytics Server opens the
Retrieve Book dialog box. Select a library and
a book.
•
Cube for browsing opens a dialog box to
connect to an OLAP server cube or local cube.
For instructions, see the next section,
“Connecting to a cube.”
•
Local Briefing Book opens the Open
Briefing Book dialog box. Select a book saved
locally or on the network.
www.proclarity.com
GettingStartedGuide.book Page 14 Monday, September 27, 2004 4:26 PM
14 | Getting Started with Data Analysis
•
NOTE
Briefing Book from ProClarity Analytics
Server opens the Briefing Book selected below
in the list of previously opened books.
You may be required to log in to Analytics Server. In
the Log in dialog box, click Security and type your
user name and password.
Connecting to a cube
To analyze data, you must be connected to a cube
stored on an OLAP server. If you are not already
connected to the server, or if you want to open a cube
from a different server, you need to connect before you
can open a cube.
To connect to an
OLAP server
1
To open the Connect dialog box (Figure 4), do
one of the following:
•
From the File menu, select Open Cube. If the
Open Cube dialog box appears, click
Connect.
Or
•
From the Welcome screen in Desktop
Professional (Figure 3 on page 13), select
Cube for browsing and click OK.
Figure 4. The Connect dialog box
2
Select to open a server or local cube.
•
Server. Select or type the name of the OLAP
server that stores the cube you want to open.
www.proclarity.com
GettingStartedGuide.book Page 15 Monday, September 27, 2004 4:26 PM
Connecting to a cube | 15
•
3
Local Cube. Type the name of a local cube. To
browse for a local cube, click Browse. For
more information about local cubes, see
ProClarity Professional online help.
Click OK.
The Open Cube dialog box appears (Figure 5).
Figure 5. The Open Cube dialog box
To open a cube
NOTE
1
In the left pane of the Open Cube dialog box,
select a catalog.
2
In the right pane, double-click a cube.
If the catalog or cube you want to open is not
available in the Open Cube dialog box, you may not
have adequate privileges. Contact the cube
administrator.
3
In the Select how you want to visualize your
information dialog box (Figure 6), click a view
type.
ProClarity Professional displays the cube data
using the view type that you select.
www.proclarity.com
GettingStartedGuide.book Page 16 Monday, September 27, 2004 4:26 PM
16 | Getting Started with Data Analysis
Figure 6. View type selection dialog box
Tip
To use the same view type whenever you open a
cube, select Use as default view before clicking a
view type.
ProClarity Professional screen details
Figure 7 identifies screen areas of a split-screen view in
ProClarity Professional.
www.proclarity.com
GettingStartedGuide.book Page 17 Monday, September 27, 2004 4:26 PM
Creating a query with the Ad Hoc Query Wizard | 17
Hides/shows a
notes area
Menu bar
Toolbar
View: To obtain a
split-screen
view, click the
toolbar View
button. See
Chapter 6 on
page 65.
Status bar
Connection information: OLAP server,
catalog, and cube
Figure 7. ProClarity Professional screen details
Tip
You can include other toolbar buttons (such as Print
and My Views) and show or hide the button labels by
selecting View > Toolbar > Customize.
Creating a query with the Ad Hoc Query Wizard
ProClarity Professional helps you quickly find answers
to questions about data relationships. For example, you
might ask, “How did the combined sales figures of each
of my stores compare last quarter?” or “What was the
growth rate of new products and how does it compare
to last year?” The Ad Hoc Query Wizard guides you
through selecting and arranging data to answer such
questions.
www.proclarity.com
GettingStartedGuide.book Page 18 Monday, September 27, 2004 4:26 PM
18 | Getting Started with Data Analysis
Using the Ad Hoc Query Wizard
In the Ad Hoc Query Wizard screens, you select the
measures and members you want to include in your
query.
1
To start the Ad Hoc Query Wizard, click the toolbar
Wizard button.
2
Click Next in the Welcome screen.
Select measures
3
In the What measure(s)... screen, click one or
more
buttons and choose a measure from the
dialog box that appears.
4
Click Next.
Select a time period
NOTE
5
In the What do you want to see? section, click
the level that has the time period you want to use.
6
Select one or more members in the left pane.
7
Select a Time Value option.
•
Period Value. The actual value stored in the
cube for the selected dimension members.
•
Year-to-date Values. The sum of all periods
since the start of the year.
•
Rolling Period Value. The sum of periods
that you specify. For example, if you select
June and a Rolling 3 period value, the value
displayed for June is the sum of the values for
April, May, and June.
Rolling Period Value or Year-to-date Values will
create a new measure. To learn more about new
measures, see “Deriving values from selected items:
members and measures” on page 38.
8
Click Next.
Select dimension members
9
In each dimension screen, select one or more
members and click Next. The following are tips for
selecting members:
www.proclarity.com
GettingStartedGuide.book Page 19 Monday, September 27, 2004 4:26 PM
Saving personal views | 19
NOTE
•
Click a member to select it. To select multiple
members, click and drag or use the Shift or
Ctrl keys.
•
To expand the dimension tree, click the
button beside a member name.
•
To show members from a specific level, select
the level in the right pane.
•
To search for members from a particular
dimension, click the Search tab (available on
all screens except For which time periods?).
See “Finding dimension members” on page 29.
By default, each dimension has the Default item
selected. Unless you want to analyze a different
member, click Next in the dimension screen. To learn
more about the Default item, see ProClarity
Professional online help.
Select how to display the results
10 In the How would you like to display the
results? screen, select a view:
•
Chart displays the data as a vertical bar chart.
•
Grid displays the data in a table of values.
•
Both displays a split view with a chart on top
and a grid on the bottom.
11 Drag dimensions in the Rows, Columns, and
Background boxes. The following is a typical
layout:
•
Move Time to Columns.
•
Move dimensions that have multiple selections
to Rows. For example, if you selected two
measures and three customers, move
Measures and Customers to Rows.
•
Move dimensions that have only one member
selected to the Background.
12 Click Finish to run the query.
Saving personal views
You can store views for your personal use in My Views.
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20 | Getting Started with Data Analysis
NOTE
To select the My
Views location
(Desktop
Professional users
only)
•
Web Professional users save My Views to Analytics
Server.
•
Desktop Professional users can save My Views to
Analytics Server or to the local computer. We
recommend that you save views to Analytics
Server unless you frequently use the application
without being connected to Analytics Server (for
example, while traveling and using a laptop).
For additional ways to save views, see Chapter 7,
“Saving and Sharing Your Analyses” on page 79.
1
From the File menu, select Options.
2
On the General tab, select a location in the Read
My Views from section:
3
•
Local Computer. Save and access My Views
on your computer.
•
Server. (Recommended) Save and access My
Views on Analytics Server.
Click OK.
Saving the current view in My Views
1
From the My Views menu, select Add to My
Views.
2
In the Add to My Views dialog box (Figure 8),
type a name.
Figure 8. Add to My Views dialog box
3
To specify a folder in which to save the view, click
Create In. To create a new folder, click New
Folder in the Create In dialog box.
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Saving personal views | 21
4
To designate the view as a home page, select
Make this page the home page. A home page
is most useful if you use Desktop Professional
and want the same view to open each time you
start the application.
This option is available only if you are using local
computer My Views.
5
Click OK.
Accessing My Views
To display a personal
view
1
From the My Views menu, select Show My
Views.
2
In the pane that opens on the left of your screen,
select a view.
Or
• From the My Views menu, select a view from the
list at the bottom of the menu.
Tip
Web Professional users: You can also access My
Views from the Analytics Server Contents screen
(Figure 2 on page 12).
To organize your personal views, select Organize My
Views from the My Views menu. For more information
about organizing My Views, see ProClarity Professional
online help.
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22 | Getting Started with Data Analysis
Moving among saved or current session views
You can use the following toolbar buttons and menu
commands to move among views.
Toolbar
Button
Menu
command
Tip
Task
(No menu
command)
Move back or forward through
saved views and through ad hoc
views created in the current
session.
From the My
Views menu,
select Show My
Views.
Displays a list of views saved in
My Views. Click a view from the
list to display it.
From the Book
menu, select
Show Book.
Displays a list of pages saved in a
Briefing Book. Click a page from
the list to display it.
To add or remove toolbar buttons, select Toolbar >
Customize from the View menu.
Resetting a view to defaults
To reset a view to its
default settings
• From the View menu, select Reset to Defaults.
The following actions are taken when you reset a view
to defaults:
•
The Default item is selected in all dimensions.
•
Sorting, filtering, and grid totals are turned off.
•
The view type becomes a vertical bar chart.
•
All standard dimensions are shown and all
attribute dimensions are hidden.
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Exiting ProClarity Professional | 23
Exiting ProClarity Professional
• Click the Close button in the upper-right corner to
close the application window (Desktop Professional)
or the Web browser window (Web Professional).
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24 | Getting Started with Data Analysis
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Chapter 2: Selecting and Arranging Data
Chapter 1 presented the Ad Hoc Query Wizard, a helpful tool that
guides you through selecting and arranging data. ProClarity
Professional provides a more powerful and flexible alternative to the
wizard: the Dimensions Tool.
In this chapter
•
Displaying the Dimensions Tool
•
Selecting and arranging data to create queries
•
Applying changes to the query
•
Finding dimension members
•
Slicing dimensions
•
Showing or hiding dimensions
•
Using other Dimensions Tool features
Displaying the Dimensions Tool
To display the
Dimensions Tool
Tip
•
From the View menu, select Dimensions.
The Dimensions Tool (Figure 9) opens to the left of the view.
Or, click the toolbar Dimensions button to open or close the
Dimensions Tool.
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26 | Selecting and Arranging Data
dimension tree
selection pane
layout pane
Figure 9. The Dimensions Tool
Selecting and arranging data to create queries
To analyze your data, you perform the following three
steps:
•
Select sets, members, and measures
•
Arrange dimensions
•
Apply the changes
This process is iterative. You can select specific items
and apply the changes to see how it looks. Then you
can rearrange dimensions and apply those changes.
Keep trying different configurations until you get the
information you want.
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Selecting and arranging data to create queries | 27
Selecting dimension items
The following are tips for selecting items in the
dimension tree (see Figure 9):
NOTE
•
To select items from a particular dimension, select
the dimension from the Dimensions drop-down
menu.
•
To show more items in the dimension tree, click
the
buttons.
•
To select multiple items, click and drag or hold
down the Ctrl or Shift key while selecting
members from the dimension tree.
•
To select members from a lower level in the
dimension hierarchy, right-click a member, point
to Select Descendants, and select a level. See
“About descendants” on page 110.
•
To search for members, click the Search tab. See
“Finding dimension members” on page 29.
•
The Items folders (My Items, Shared Items, and
Page Items) contain user-defined items that you
can select.
•
The Default item is selected in each dimension
except Measures.
The Default item acts as a variable selection, showing
each user his own cube-defined default member in
the query. The member in parentheses after the
Default item is your cube-defined default member. To
learn more about the Default item, see ProClarity
Professional online help.
Considerations for selecting Background
items
•
Background selections act as filters for the Rows
and Columns data. As you change Background
selections, Rows and Columns values become
based on different data.
•
When you select multiple members in a
Background dimension, those members are used
in a Slicer that allows you to select them one at a
time. See “Slicing dimensions” on page 30.
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28 | Selecting and Arranging Data
•
You can choose to show a combined value for the
selected members instead of a Slicer. See
“Showing a combined value” on page 31.
Arranging dimensions
In the layout pane (see Figure 9), you can move
dimensions to Rows, Columns, and the Background.
The following tips apply to arranging dimensions:
Tip
•
Rows and Columns must each contain at least one
dimension.
•
To change the layout, use one of the following
methods:
•
Drag dimensions from one box to another.
•
Right-click a dimension and select Move To
Rows, Move To Columns, or Move To
Background.
•
Items selected in dimensions on Rows or Columns
are shown in the view. For example, selected
items in a Rows dimension display in grid row
headers and chart series (such as bars in a bar
chart).
•
To see a pop-up containing more detail about a
dimension’s selection, point to the dimension in
the layout pane.
•
When you click a dimension in the Rows, Columns,
or Background areas, it displays in the dimension
tree.
To learn how the layout affects your query, see “How
the relevant data and its layout affect the view” on
page 111.
Applying changes to the query
After selecting items and arranging dimensions, you
must apply the changes to update the view with the
new data. This is called “running the query.” You can
run queries using one of the following methods:
•
Click the toolbar Apply button.
•
From the View menu, select Apply Now.
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Finding dimension members | 29
•
Point to the view. To turn on or turn off this
feature, select Auto Apply from the View menu.
Finding dimension members
You can search for members of the dimension that is
currently selected in the dimension tree.
To search for
dimension members
1
Click the Search tab (Figure 10).
Figure 10. The Search tab
For help with the
Advanced Find feature,
see ProClarity
Professional online help.
2
In the Find box, type a name or partial name. For
example, to find members of the Product
Categories dimension that include the word
“chain,” type chain.
3
Click Go.
When the search has completed, each member
that matches your criteria is listed along with its
path in the dimension hierarchy, as shown in
Figure 10.
4
From the list, select members to include in your
query.
5
Click the Browse tab to return to the dimension
tree.
The specified members are added to the selection
in the dimension tree.
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30 | Selecting and Arranging Data
Slicing dimensions
A Slicer is a tool that provides drop-down menu access to specified
members in a Background dimension. When you change the Slicer
selection (and apply the change), Rows and Columns values
update, showing you a different “slice” of data.
Tip
Users often save views with Slicers in Briefing Books to
emphasize the specific information they want readers to explore.
See “Briefing Books” on page 79.
To create a Slicer
1
In the Dimensions Tool, select a dimension from the
Dimensions drop-down menu.
2
Select the items that you want to include in the Slicer. If you
select a set, the set members are listed individually in the
Slicer.
If the dimension is already in the Background, a Slicer is
automatically created.
3
For dimensions currently on Rows or Columns, right-click a
highlighted member and select Move to Background.
The dimension moves to the Background and a Slicer is
created.
The Slicer appears just above the view as a drop-down menu
containing the selected members. From this list, you may select
one member—or one data slice—at a time.
You can have multiple Slicers in a view. Figure 11 shows two
Slicers.
sliced Accounts dimension
sliced Product Categories dimension
Figure 11. Two Slicers
To remove a
Slicer
•
Move the sliced dimension to Rows or Columns.
Or
•
In the dimension tree, select a single member in the sliced
dimension and click the toolbar Apply button.
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Showing or hiding dimensions | 31
The Slicer is removed, and your member selections are
used in the query.
Showing a combined value
Instead of a Slicer, you can show a combined value—a
mathematical formula based on the values of the
selected items. Example formulas include the sum,
average, or result of a comparison such as the highest
member. The formula is defined by the cube designer
and depends on the selected measure. For an example
of a combined value, see “Multiple Background
selections” on page 115.
To show a combined
value
Tip
•
Right-click a sliced dimension in the Background
box, select Combine Items, and run the query.
An button beside a Background dimension indicates if
the dimension is sliced or is showing a combined value.
To toggle between the two states, click the button and
run the query.
Sliced:
, Combined:
Showing or hiding dimensions
NOTE
When you open a cube, some dimensions may be
hidden by default.
Frequently, cubes contain dimensions that you do not
typically modify in your analysis. You may want to hide
those dimensions to simplify your analytics
environment.
Before you hide a dimension, you can select one or
more members and work with a subset of relevant
data. For example, if you are interested only in data
from the South-East region, first select the region and
then hide the dimension. If you want to change the
selection or interact with data from another hidden
dimension, you can show the dimension.
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32 | Selecting and Arranging Data
Tip
To show or hide
dimensions
Since pages are saved with these settings, add the
view to a Briefing Book or to My Views so that you or
consumers of your view can use it as a starting point
for further analysis.
1
In the Dimensions Tool, right-click a dimension in
the dimension tree or layout pane and select
Show/Hide Dimensions.
The Cube Options dialog box appears
(Figure 12).
Figure 12. The Cube Options dialog box
2
On the Show/Hide Dimensions tab, select or
clear dimension check boxes. A check mark means
the dimension will be shown.
To select from dimensions in a particular
dimension group, first select the dimension group
in the Dimension Group box.
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Using other Dimensions Tool features | 33
NOTE
If you hide a sliced dimension, the currently selected
member is used. If you hide a dimension on Rows or
Columns that has multiple selected items or a
Background dimension that has combined items, the
items will be combined.
3
Tip
Click OK.
To hide a single dimension, right-click the dimension
in the layout pane and select Hide ... Dimension.
Using other Dimensions Tool features
In addition, the Dimensions Tool offers the following
analytics features which are described in ProClarity
Professional online help:
•
Hide empty members (in Rows, Columns, or
Background)
•
Change the names used for members
•
Filter empty rows or columns
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34 | Selecting and Arranging Data
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Grouping specified items under a common name: sets | 35
Chapter 3: Creating Members, Measures,
and Sets
Chapters 1 and 2 describe how to create queries to
show comparisons and trends. This chapter explains
how to create custom sets, members, and measures
for your specific business needs. These items appear as
My Items, Shared Items, and Page Items that you can
use in your own queries or make available to others
users.
In this chapter
•
Grouping specified items under a common name:
sets
•
Deriving values from selected items: members
and measures
•
Using and copying My Items, Shared Items, and
Page Items
Grouping specified items under a common name:
sets
A set is a group of dimension members or measures
that is given a common name so that they can be used
as a unit. For example, you can create a set comprising
the top ten sales representatives. The set becomes
available in the Dimensions Tool and can be selected
like a member. When the set is used in a query, the set
members display as if they had been individually
selected.
NOTE
Cube designers frequently create cube-defined sets,
which appear on various levels in the dimension tree,
but not in the Items folders.
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36 | Creating Members, Measures, and Sets
Creating a set
Use one of the following tools to create a set:
NOTE
•
The Dimensions Tool lets you quickly create
sets.
•
ProClarity Selector (Selector) offers an easyto-use interface to create complex and dynamic
sets.
•
The MDX Editor lets you create complex and
dynamic sets using MDX, the language that a
query uses to access cube data.
Dynamic sets change as cube data changes. For
example, if the top ten sales representatives change,
the members in the set change accordingly.
Using the Dimensions Tool
For tips on selecting
items, see “Selecting
dimension items” on
page 27.
1
In the Dimensions Tool, select the items that you
want to include in the set.
2
Right-click a selected item and select New Set.
3
In the New Set dialog box, type a name.
4
Click OK.
The set appears in the My Items folder of its
parent dimension.
Using Selector
Selector, an optional add-in, works interactively with
ProClarity Professional. Using a variety of filter and sort
functions, you can quickly build custom, complex sets.
Figure 13 shows some of the tools that are available in
Selector. If you have Selector installed, ProClarity
Professional online help provides instructions for it.
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Grouping specified items under a common name: sets | 37
Figure 13. A screen in ProClarity Selector
Using the MDX Editor
In the MDX Editor (Figure 14), you can view, create,
and revise the underlying MDX code of your queries,
sets, members, and measures.
Tip
1
From the View menu, select MDX Editor.
2
Click New Set.
3
In the Set Name box, type a name.
4
In the MDX Expression box, define the set.
To test your set expression, click Test MDX. For MDX
help, select a function and press F1, or click Help.
5
Click Create.
The set appears in the My Items folder of its parent
dimension in both the Dimensions Tool and the
Metadata box of the MDX Editor.
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38 | Creating Members, Measures, and Sets
Figure 14. Creating a set with the MDX Editor
Deriving values from selected items: members
and measures
You can create a member or measure that performs a
calculation on other members. For example, a Profit
measure might subtract the value of Store Cost from
the value of Store Sales.
The following limitations apply to calculated members
and measures:
•
You cannot drill down (page 46).
•
You cannot use Non-Empty Crossjoin. For more
information, see ProClarity Professional online
help.
•
You cannot use Drill to Detail (page 51).
•
You cannot use modeling for values derived from
calculated members or measures. For more
information, see ProClarity Professional online
help.
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Deriving values from selected items: members and measures | 39
NOTE
Cube designers frequently create cube-defined
measures or members, which appear on various
levels in the dimension tree, but not in the Items
folders.
Creating a member or measure
Use one of the following tools to create a member or
measure:
•
The Dimensions Tool lets you create a new
aggregate member by selecting items to sum.
•
New Measure Wizard provides steps to develop
a new measure based on several commonly used
formulas.
•
ProClarity KPI Designer (KPI Designer)
simplifies the process of designing new members,
measures, and KPIs.
•
MDX Editor lets you create a new member or
measure using MDX, the language that a query
uses to access cube data.
Using the Dimensions Tool (for a new
aggregate member)
For tips on selecting
items, see “Selecting
dimension items” on
page 27.
1
In the Dimensions Tool, select the items that you
want to aggregate.
2
Right-click a selected item and select New
Member.
3
In the Create New Aggregate Member dialog
box, type a name.
4
Click OK.
The member appears in the My Items folder of its
parent dimension.
Using the New Measure Wizard (for a new
measure)
1
To start the New Measure Wizard, right-click a
measure in the dimension tree and select New
Measure.
2
Select the type of measure you want to create:
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40 | Creating Members, Measures, and Sets
•
Growth allows you to view a percent change
or an absolute change. Choose from prior year
or prior quarter.
•
Time series include year-to-date, quarter-todate, and period-to-date. You can also specify
a rolling period, which combines the periods
you specify.
•
Simple relationship helps you to define ratio,
difference, percent of difference, or percent of
markup formulas.
•
Custom formula presents a screen for writing
your own MDX expression. It includes a tool to
insert existing Measures.
In the Dimension Tool, the measure appears in the
Measures My Items folder.
Tip
To develop complex formulas, consider using the
MDX Editor (see “Using the MDX Editor (for a new
member or measure)”).
Using KPI Designer (for new members or
measures)
In KPI Designer, an optional add-in for ProClarity
Professional, you can quickly create new members,
measures, and KPIs (types of measures).
You select a KPI template and a wizard guides you
through the required steps. Some templates support
creating an associated goal, status, or trend indicator.
The grid in Figure 15 shows a KPI and its goal selected
in a query. In each grid cell that displays the KPI, the
traffic light represents the status and the arrow
represents the trend.
Figure 15. Grid showing a KPI with its goal,
status, and trend indicators
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Deriving values from selected items: members and measures | 41
If you have KPI Designer installed, ProClarity
Professional online help provides instructions for it.
Using the MDX Editor (for a new member or
measure)
In the MDX Editor (Figure 16), you can view, create,
and revise the underlying MDX code of your queries,
sets, members, and measures.
Tip
1
From the View menu, select MDX Editor.
2
Click New Member.
3
In the Member Name box, type a name.
4
In the Parent Dimension drop-down menu,
select a dimension.
5
To specify a parent member, select Parent
Member, click Select Member, and select a
member.
6
In the MDX Expression box, type the information
to define the member or measure.
For MDX help, select a function and press F1, or click
Help.
7
When you are finished defining the item, click
Create.
The item appears in the My Items folder of its parent
dimension in both the Dimensions Tool and the
Metadata box of the MDX Editor.
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42 | Creating Members, Measures, and Sets
Figure 16. Creating a new member with the MDX
Editor
Using and copying My Items, Shared Items, and
Page Items
Each dimension contains My Items, Shared Items, and
Page Items folders to store user-defined items that are
based on that dimension.
The My Items, Page Items, and Shared Items folders
contain members, measures, and sets that you or other
users have created. You can use these items just as
you would use items outside of the folders.
NOTE
You can edit, delete, and rename My Items and
Shared Items. However, you should first consider
how the item was created and whether other items
are dependent on it. For more information, see
“Changing Shared Items” on page 93 or ProClarity
Professional online help.
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Using and copying My Items, Shared Items, and Page Items | 43
My Items
My Items are user-defined members, measures, or sets
that are saved on your computer for your personal use.
Shared Items
Shared Items are user-defined members, measures,
and sets that have been published to Analytics Server
(see “Publishing a member, measure, or set” on
page 93). The Shared Items folder expands to show
libraries on Analytics Server that contain available
items.
NOTE
If you are not already connected to Analytics Server
when you expand the Shared Items folder, the Log in
dialog box may prompt you for security information.
Typically, this is the same information required to
connect to your company network, such as your user
name and password.
Page Items
Page Items are user-defined members, measures, and
sets that are placed in a Page Items folder when the
following occurs:
•
You open a Briefing Book that contains an item not
already in your My Items folder.
•
You use an item from My Items in a view, then
delete the item. When you access the view in
history using the toolbar Back button, the item
becomes available again as a Page Item.
Page Items are available for the current view only. To
save a Page Item for permanent personal use, copy it
to My Items.
Copying items among folders
You can copy items from one folder to another.
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44 | Creating Members, Measures, and Sets
To copy items among
folders
Tip
•
Copy Shared Items or Page Items to My
Items to make them permanently available to
you, even when you are not connected to
Analytics Server.
•
Copy My Items or Page Items to Shared
Items to make them available to other users. For
more information, see “Publishing a member,
measure, or set” on page 93.
1
Right-click the item.
2
Select Copy to.
3
In the Copy To dialog box, select My Items or a
library from the drop-down menu.
4
Click OK.
Another way to distribute an item is to use it in a
view, and then save the view in a Briefing Book (see
page 80). You can then email the Briefing Book (see
page 83) or publish it to Analytics Server (see
page 89).
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Chapter 4: Exploring Data with Charts and
Grids
In Chapter 2, you learned how to explore data using the
Dimensions Tool. This chapter describes several other tools that
simplify data exploration when using chart and grid views.
Using these tools, you can quickly perform operations such as
showing more or less detail (drill down, drill up, expand, and
collapse) and obtaining a list of transactions that make up a value
(drill to detail).
In this chapter
•
Obtaining a chart or grid view
•
Drilling down on a chart or grid
•
Drilling up on a chart or grid
•
Using other navigation features
•
Pivoting dimensions
•
Drilling to Detail
•
Using actions
Obtaining a chart or grid view
Data views can display in a full screen using a single view type or in
a split screen containing a grid and another view type.
To display a chart
•
In the View menu, point to Business Charts and select a chart
type.
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46 | Exploring Data with Charts and Grids
Figure 17. Choosing a chart type from the View
menu
To display a grid
Tip
•
In the View menu, point to Grid and select how
you want to display the grid. To display a grid in a
split screen with another view type, select Bottom
or Right.
To switch between the selected chart and grid
layouts, click the toolbar View button (not the arrow
beside it). With each click of the button, the view
changes to the next view option in the Grid menu.
Drilling down on a chart or grid
Drilling down increases the amount of detail being
displayed, which enables you to see comparisons
among lower-level members of a dimension’s hierarchy.
For example, suppose you have a view comparing total
reseller sales for the Calendar Years 2001 - 2004. If
you want to compare sales for the first and last sixmonth periods of 2003, you can drill down on the 2003
member. The following two figures (Figure 18 and
Figure 19) illustrate this change.
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Drilling down on a chart or grid | 47
Figure 18. View before drilling down
Figure 19. View after drilling down on “2003”
To drill down directly
on the view
1
Point to a chart, the chart legend, or a grid. A
small arrow appears beside the cursor when you
pass over a member that can be drilled.
2
Click the member you want to drill down.
•
On a chart, the first member on Rows that is
not already at its lowest level drills down.
•
On a grid, the member you click drills down.
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48 | Exploring Data with Charts and Grids
To drill down using
the right-click menu
1
Right-click a member in the chart, chart legend, or
grid, and select Drill down. A small arrow
appears beside the cursor when you point to a
member that can be drilled.
2
From the list that appears, select a member to
drill down.
To drill down on more than one member, click
Select items from list to open the Drill down
dialog box. Then hold down the Ctrl key while
selecting members. Click OK to update the view.
When you right-click a member and point to Drill
Down, the list includes Background dimensions. If you
select a Background dimension, the original member
moves to the Background and the Background
dimension moves to Rows in a drilled-down state—all
members from the next-lower level display in the view.
A drill down on a background dimension is called a
“cross drill.”
Tip
When you drill down, the selection in the Dimensions
Tool is “Children.” To see the individual members,
right-click Children and select Show Items.
Drilling up on a chart or grid
Drilling up decreases the level of detail being displayed,
which enables you to see the comparisons among
higher-level members of a dimension’s hierarchy.
For example, suppose you have a view comparing sales
for the three months of a quarter and you want to view
the quarter data. You can drill up on any of these
months. The following two figures (Figure 20 and
Figure 21) illustrate this.
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Drilling up on a chart or grid | 49
Figure 20. View before drilling up
Figure 21. View after drilling up on any of the
months
When you drill up, the members from the next
highest level display.
To drill up directly on
the view
1
Hold down the Shift key while pointing to a chart,
the chart legend, or a grid. A small arrow appears
beside the cursor when you pass over a member
that can be drilled.
2
Continue holding down the Shift key and click the
member you want to drill up.
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50 | Exploring Data with Charts and Grids
To drill up using the
right-click menu
1
Right-click a member in the chart, chart legend, or
grid, and point to Drill Up.
A small arrow appears beside the cursor when you
point to a member that can be drilled. (On a chart,
the cursor will change only for Rows members that
can be drilled.)
2
From the list, select a member to drill up.
To drill up on more than one member, click Select
items from list to open the Drill Up dialog box.
Then hold down the Ctrl key while selecting
members. Click OK to update the view.
Using other navigation features
Although you can quickly drill up and drill down on a
chart or grid, you can access these and the following
features from the Navigate menu:
To use the Navigate
features
•
Expand adds the children of the selected member
to the query while leaving other members in their
current state.
•
Collapse removes the children of the expanded
member while leaving other members in their
current state.
•
Show Only removes all other members from the
query that are from the same dimension.
•
Hide removes the selected member.
In the Navigate menu, point to a command and
select a member.
•
Or
Tip
1
To select multiple members, point to a command
in the Navigate menu and select Select items
from list.
2
Hold down the Ctrl or Shift key while you select
members in the dialog box that appears and click
OK.
The following are shortcuts for Expand and Collapse
when working with a grid.
Expand. Hold down the Ctrl key and point to a
member. If a small plus sign (+) appears, then the
member can be expanded. Click to expand.
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Drilling to Detail | 51
Collapse. Hold down the Shift and Ctrl keys and
point to a member. If a small minus sign (-) appears,
the member can be collapsed. Click to collapse.
Drilling to Detail
Drill to Detail allows you to obtain a list of individual
transactions, or records, that make up a value. To use
Drill to Detail, the feature must be enabled for the cube
(contact your cube designer to enable this feature).
If your cube is large, Drill to Detail may take a long
time to complete. Before you use this feature, we
recommend that you drill down on an item to the
lowest level or limit the number of records that will be
retrieved.
To start a Drill to
Detail
1
From one of the following items, right-click and
select Drill to Detail:
•
A grid cell
•
A chart series (for example, bar or pie slice)
•
A Decomposition Tree node
•
A Perspective data point
A list of records appears. Figure 22 shows an
example list.
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52 | Exploring Data with Charts and Grids
Figure 22. Details list for Drill to Detail
2
To copy the list to the Clipboard, click Copy.
3
To export the list to a Microsoft Excel spreadsheet,
click Export.
4
To return to the view, click Close.
Pivoting dimensions
When you pivot, dimensions on Rows move to
Columns, and dimensions on Columns move to Rows.
Pivoting the view can emphasize different relationships
in the data (see “How the relevant data and its layout
affect the view” on page 111).
To pivot dimensions
•
Right-click the background of a chart or grid and
select Pivot.
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Using actions | 53
NOTE
If you pivot a view after making sort, filter, or grid
totals settings, the application uses those settings on
the other axis. For an example, see “How a pivot
affects sorting and filtering” on page 63.
Using actions
Actions are links to information. The links, maintained
by the cube administrator, may be to Web pages,
spreadsheets, special reports, or other documents.
To access an action
1
Right-click one of the following items:
•
Grid Rows header, Columns header, or
individual cell
•
Chart series
•
Chart legend member name
•
Decomposition Tree node or level name
•
Performance Map box or header
•
Perspective view point
•
Dimensions Tool member in the dimension tree
2
Point to Actions and select a link. If no actions
are available for the item, the Actions command
is not available.
3
Close the document (or Web site) to return to your
data analysis.
Customizing grids and charts
You can change the appearance and hide or show
features of grid and chart views. For example, you can
display subtotals, exception highlighting, or percent-oftotal in a grid, and you can add a custom title or show a
toolbar for the chart. For more information, see
ProClarity Professional online help.
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54 | Exploring Data with Charts and Grids
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Chapter 5: Filtering and Sorting Data
While exploring data, you may prefer to work with a subset of the
data. For example, you can apply a filter that shows only those
products that contribute to the top 20% of revenue. And, you may
want to sort the data, ordering it from largest to smallest or vice
versa.
In this chapter
•
Filtering data
•
Understanding how to filter based on columns
•
Sorting data
•
Understanding how to sort rows by columns
•
Understanding peer groupings
•
How a pivot affects sorting and filtering
Filtering data
Filtering lets you focus on important data and makes your query
results easier to read. This is particularly advantageous when
dimensions contain a very large number of members because
filtering also reduces the amount of time that a query requires to
return a result.
Tip
To filter data
Because filtering criteria relates to Rows and Columns, it may be
easier to visualize the data being filtered if you display a grid.
1
Right-click a grid or the background of a chart and select
Filter.
The Filter dialog box appears (Figure 23).
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56 | Filtering and Sorting Data
Figure 23. Filter dialog box
2
To hide rows or columns that contain no data
values from the query result, select one or both
check boxes in the Empty Results section.
3
Turn on one or both filters. If both filters are
turned on, Filter 2 is applied to the data that
remains after Filter 1 is applied.
a. Select Show rows or Hide rows.
b. From the first drop-down menu, select the
filtering type. More boxes appear for you to fill
in.
For descriptions of
filtering criteria, see
ProClarity Professional
online help.
c. Type a count, percentage, or amount.
d. In the Based on boxes, select the column (if
available) and measure on which to base the
filter.
4
NOTE
To remove filters
Click OK.
You cannot apply filters when Columns subtotals are
turned on.
Filters are removed when you do any of the following:
•
Select No Filter for both Filter 1 and Filter 2.
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Filtering data | 57
•
Place different dimensions on Columns.
•
From the View menu, select Reset to Defaults
(see “Resetting a view to defaults” on page 22).
Understanding how to filter based on columns
The following figures illustrate the concept of filtering
based on Columns.
Figure 24. Query before filtering
To filter the data in Figure 24, you can show or hide the
beverages that meet specified criteria based on the
values in one of the columns. For example, if you are
primarily interested in month 5 data, you can show the
beverages that have the two highest unit sales based
upon the (Month) 5 column. Figure 25 shows these
filter settings and Figure 26 shows the query results.
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58 | Filtering and Sorting Data
Figure 25. Settings to show the two members on
Rows that have the highest unit sales in the 5
column
Figure 26. Filtered query results
Filtering by a different column may return a different
result. For example in Figure 24, the top two values for
month 4 (Hot Beverages and Pure Juice Beverages) are
different than those for month 5.
Tip
If you have Selector installed, you can create sets
that use a variety of filters such as Measure
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Sorting data | 59
Comparison or Time. For more information about
Selector, see page 36.
Sorting data
Sorting lets you to display data in ascending or
descending order.
1
Right-click the background of a chart or grid and
select Sort.
The Sort dialog box appears (Figure 27).
Figure 27. Sort dialog box
To remove sorting
2
From the Sort rows by drop-down menu, select
the column by which to sort the rows.
3
Select an Ascending or Descending sort order.
4
To sort within groups contained in the Rows
dimensions, click Preserve Peer Groupings. For
more information about peer groupings, see
“Understanding peer groupings” on page 61.
5
Click OK.
Sorting remains in effect until you do any of the
following:
•
Select None in the Sort rows by box.
•
Place different dimensions on Columns (see
“Arranging dimensions” on page 28).
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60 | Filtering and Sorting Data
•
From the View menu, select Reset to Defaults
(see “Resetting a view to defaults” on page 22).
Understanding how to sort rows by columns
The following figures illustrate the concept of sorting
rows by columns.
Figure 28. Query before sorting
You can sort data in ascending or descending order
based on the values in one column. For example, if you
are primarily interested in Q3 data, you can sort based
on the Q3 column. Figure 29 shows the settings for a
descending sort based on Q3 and Figure 30 shows the
query results.
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Sorting data | 61
Figure 29. Settings for a descending sort by Q3
Figure 30. Sorted query results
Sorting by a different column may return a different
result. For example, a descending sort based on Q1
would place Los Angeles at the top.
Understanding peer groupings
Preserving peer groupings when sorting means that
groups in the Rows dimensions will be retained. If you
do not preserve peer groupings, all rows are sorted
independently. Figure 31 shows a query containing two
Food groups: Deli and Produce. Each group contains
subordinate items.
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62 | Filtering and Sorting Data
Figure 31. Query before sorting
If you preserve peer groupings, Deli and Produce are
sorted first, and then the items within each group are
sorted (Figure 32).
Figure 32. Result of sorting with Preserve Peer
Groupings selected
If you do not select Preserve Peer Groupings, rows
are sorted independently (Figure 33).
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How a pivot affects sorting and filtering | 63
Figure 33. Result of sorting without Preserve Peer
Groupings selected
How a pivot affects sorting and filtering
If you filter or sort data and then pivot the view, the
filter or sort settings apply to the other axis. For
example, they apply to Columns, rather than Rows.
For example, Figure 30 on page 61 shows rows sorted
in descending order based on the Q3 column. After
pivoting, the columns are sorted in descending order by
the Q3 row values (Figure 34).
Figure 34. Columns sorted on Q3 row values after
a pivot
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64 | Filtering and Sorting Data
NOTE
If you open the Sort or Filter dialog box after
pivoting, the previous settings are not visible. To
view or modify these settings, pivot again and then
open the dialog box.
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Exploring contributions to a value: the Decomposition Tree | 65
Chapter 6: Exploring Data with Other
View Types
Previous chapters describe many ways to analyze data
using charts and grids. Additionally, ProClarity
Professional provides other formats that you may find
very useful for certain types of analyses. This chapter
explains how to create and use the following view
types: the Decomposition Tree, Performance Map,
Perspective view, and Internet Explorer view.
In this chapter
NOTE
•
Exploring contributions to a value: the
Decomposition Tree
•
Comparing values using ratios of size and color:
the Performance Map
•
Analyzing large volumes of data: the Perspective
view
•
Including Web content: the ProClarity Internet
Explorer view
This guide describes a subset of the features you can
use with these view types. To learn more about these
and other features, see ProClarity Professional online
help.
Exploring contributions to a value: the
Decomposition Tree
The Decomposition Tree breaks down information along
selected dimensions to reveal contributing factors. This
information displays in a hierarchical tree and a Pareto
chart, which gives you an overview of how items
contribute to the total.
Using a Decomposition Tree, you can answer questions
such as “Which foods are the biggest sellers?” or “What
percentage did canned foods contribute to overall
Quarter 2 sales?”
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66 | Exploring Data with Other View Types
An example Decomposition Tree
Figure 35. An example Decomposition Tree
The Decomposition Tree and Pareto chart shown in
Figure 35 provide the following information:
•
Total unit sales for Food is $191,940.
•
Produce accounts for 20% of total unit sales for
Food.
•
California customers account for 28% of Produce
sales and 6% of total Food sales.
•
The three lighter bars on the Pareto chart
represent the three cities displayed on the current
level of the tree: National City, Lincoln Acres, and
Los Angeles.
•
On the Pareto chart, the 75% mark on the
percent-of-total line aligns with the Lincoln Acres
bar. Therefore, approximately 75% of California
sales are from cities represented by the bars to
the left of Lincoln Acres.
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Exploring contributions to a value: the Decomposition Tree | 67
•
Starting from the city eight bars to the right of Los
Angeles, unit sales drops significantly. This may
warrant further analysis.
Creating a Decomposition Tree
To create a
Decomposition Tree
from an existing
view
• From one of the following items, right-click and
select Analyze in Decomposition Tree:
•
A grid cell
•
A chart series (for example, a bar or pie slice)
•
A Performance Map box
•
A Perspective data point
The value you selected becomes the top node of a
Decomposition Tree.
Tip
Changes that you make in a Decomposition Tree are
not reflected in the Dimensions Tool or in a grid view.
For this reason and to allow more space for the
Decomposition Tree, we recommend that you close
the Dimensions Tool and view the Decomposition Tree
in a full screen (with no grid).
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68 | Exploring Data with Other View Types
Working with a Decomposition Tree
You can rearrange and explore data in a Decomposition
Tree and Pareto chart. Some of the following
procedures refer to the example Decomposition Tree
shown in Figure 35 on page 66.
Task
Procedure
Break down a value by
members of the same
dimension.
Click a node (a box that
represents a dimension
member).
In the example, Food and CA
have been expanded.
Break down a value by
members of a different
dimension.
Right-click a node, point to
Drill Down and select a
dimension and a level.
For example, right-click
Produce and select Drill
Down > Time > Month.
Break down a different value
to the same level as the
currently expanded member.
Press the Ctrl key and click
the new node.
Collapse the tree to an
expanded node.
Click the expanded node.
Start a new tree that uses a
particular node at the top of
the tree.
Right-click the node and
select Start new tree.
Show members contained in
the Top or Bottom nodes,
which summarize the values
of members that the screen
does not have room to
display.
Click the Top or Bottom
node.
Insert a level. Levels above
and below the insertion point
remain in their current states
but the numerical information
adjusts.
To the left of the tree, rightclick a level label (such as
State Province), point to
Insert level, and select a
dimension and a level.
Remove a level.
Right-click a level label and
select Remove level.
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Comparing values using ratios of size and color: the Performance Map | 69
Task (Continued)
Procedure (Continued)
Change the measure being
analyzed.
Right-click in the view and
select Change Measure.
Change the level shown in the
Pareto chart.
Click a level label.
Show a particular Pareto chart
bar as a node in the tree.
Click the Pareto chart bar.
Tip
You can also create a Decomposition Tree using the
Decomposition Tree Wizard. For more information
about using the Decomposition Tree Wizard, see
ProClarity Professional online help.
Customizing a Decomposition Tree
You can change many properties of a Decomposition
Tree and Pareto chart, such as the size of node boxes
and numeric formatting.
1
Right-click the background of a Decomposition
Tree and select Decomposition Tree
Properties.
2
In the Decomposition Tree Properties dialog
box, select the area of the Decomposition Tree you
want to customize, and then make your
selections.
3
Click OK.
Comparing values using ratios of size and color:
the Performance Map
A Performance Map shows selected members as boxes.
Each box displays the relative magnitude of two
measures, which are represented by box size and box
color. Box size represents the first measure and box
color represents the second measure.
A Performance Map can help you quickly perform the
following analyses:
•
Evaluate performance
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70 | Exploring Data with Other View Types
•
Discover opportunity gaps
•
Identify exceptions
An example Performance Map
The setup pane above the following Performance Map
indicates which items are selected in the view.
•
Show drop-down menu: Descendants of the Food
level in the Product dimension are shown as
boxes.
•
Group by drop-down menu: Boxes are grouped
by quarter.
•
Size label: Box size represents Unit Sales.
•
Color label: Box color represents Profit.
Figure 36. An example Performance Map
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Comparing values using ratios of size and color: the Performance Map | 71
The size of each box represents the value of its sizemeasure. In the example, size equals Unit Sales, so
Produce for Q4 has the highest Unit Sales because it is
the largest box in the upper left corner. In each group,
values with the greatest magnitude (highest values)
are drawn in the upper left corner and values with the
least magnitude (lowest values) are drawn in the lower
right.
The color of each box represents the value of its colormeasure. In the example, color equals Profit and the
brightest green equals the highest value, so Produce
for Q4 also has the highest Profit. The color scheme
and color range are set by the view’s creator, but by
default, the highest value is the brightest green, the
lowest value is the brightest red and the midpoint value
is black.
Creating a Performance Map
You can create a Performance Map from any view that
has two measures selected on Columns and at least
one dimension on Rows.
1
In the layout pane of the Dimensions Tool, drag at
least one dimension to the Rows box.
2
Drag Measures to the Columns box. (You can use
any dimension on Columns, but typically you will
use Measures.)
3
In the dimension tree, select the measures to use
for size and color. Hold down the Ctrl key and first
click the measure that you want to use for size,
and then click the measure that you want to use
for color.
4
Click the toolbar Apply button.
5
From the View menu, select Advanced Analysis
Tools > Performance Map.
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72 | Exploring Data with Other View Types
Working with a Performance Map
You can change the Performance Map to obtain the
information you want. The following describes some
features you can use when working with the view.
Task
Procedure
Display popup
information about a
member (box).
Point to a box.
Drill down on a member.
Double-click a box or header.
Drill up on a member.
Right-click a box or header and
select Drill Up.
Show only a specified
member.
Right-click a box or header and
select Show Only.
Hide a specified member.
Right-click a box or header and
select Hide.
Change the measures
used as the size and
color values.
In the Dimensions Tool, hold down
the Ctrl key and click the measure
to use as box size and the measure
to use as box color. Then, click the
toolbar Apply button.
Show items as boxes.
In the setup pane, click the Show
drop-down menu, point to a
dimension, and select a level. The
members of that level will show as
boxes.
Group boxes.
In the setup pane, click the Group
by drop-down menu, point to a
dimension, and select a level.
Boxes will be grouped by the
members of that level.
To create nested groups, use the
Then by drop-down menus.
To remove groups, select None.
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Analyzing large volumes of data: the Perspective view | 73
Task (Continued)
Procedure (Continued)
Start a Decomposition
Tree from a box.
Right-click a box, point to Analyze
in Decomposition Tree, and
select the size or color value.
The value you select becomes the
top node of a Decomposition Tree.
If the box is grouped, the member
of its highest level of grouping
becomes the top node member.
Open an Action (if
available).
(Actions correspond only to the
size value.)
Right-click a box or header, point
to Actions, and select an action
from the list.
Customizing a Performance Map
You can change Performance Map properties, such as
the color scheme or color range.
1
Right-click a Performance Map and select
Performance Map Properties.
2
In the Performance Map Properties dialog box,
make your selections.
3
Click OK.
Analyzing large volumes of data: the Perspective
view
The Perspective view enables you to analyze and
compare the relationship between two measures for a
set of members.
When you need to analyze large volumes of data,
Perspective views are particularly useful to show the
relationships among data points. If you are performing
quadrant analysis, plotting large amounts of data, or
want to map multiple measures simultaneously across
a dimension, Perspective views can provide insight into
the information you seek.
A Perspective view can help you answer such questions
as:
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74 | Exploring Data with Other View Types
•
Who are my most profitable customers? (What is
revenue versus profitability?)
•
How did forecasted revenues compare with actual
revenue?
•
How do budgeted figures compare with actual
numbers?
An example Perspective view
The example Perspective view (Figure 37) compares
Unit Sales and Profit for Food brand items at various
store types.
Figure 37. An example Perspective view
This view provides the following information:
•
The vertical slider bar, set at percent of sum,
shows that over half (approximately 55.1) of the
unit sales of all brands are generated from
Supermarkets.
•
There is an ascending pattern of profitability and
unit sales by store type.
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Analyzing large volumes of data: the Perspective view | 75
•
There are a few outliers that may warrant further
analysis, such as those with high unit sales but
low profit. One example is the “BBB Best” brand of
pepper sold in supermarkets.
Creating a Perspective view
1
From the View menu, select Advanced Analysis
Tools > Perspective.
The Perspective Wizard appears. Click Next in the
Welcome screen to proceed to the Step 1 screen
(Figure 38).
Figure 38. Perspective Wizard Step 1 screen
2
To change the selection for a dimension, select the
dimension, click Change Selection to open the
Change Selections dialog box, and make your
selections.
By default, the Default item is selected in each
dimension. This selection does not display in the
Perspective view. For more information about the
Default item, see ProClarity Professional online
help.
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76 | Exploring Data with Other View Types
3
Click Next to proceed to the Step 2 screen
(Figure 39).
Figure 39. Perspective Wizard Step 2 screen
4
Select measures for the y-axis and x-axis. (For
example, you may want to see the relationship
between Profit and Unit Sales).
5
Click Finish to display the data in a Perspective
view.
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Analyzing large volumes of data: the Perspective view | 77
Working with a Perspective view
After you have created a Perspective view, you can
manipulate the view to obtain the information you
want. The following table describes some of these
procedures.
Task
Procedure
Display popup
information about a
member (data point).
Point to the data point.
Change the position of a
slider bar (to create a
reference line).
Drag the end of the slider bar.
Change the slider bar’s
numeric format.
Right-click in the view, point to
Statistical Sliders, Horizontal or
Vertical, and then select Sum,
%Sum, Count, or %Count.
Change the measures
displayed on an axis.
Click the
button beside a
measure label and select a measure
from the dialog box that appears.
Zoom in on (enlarge) a
section of data points.
Right-click in the center of the area
you want to enlarge and select
Zoom.
Show only selected data
points (remove all
others from the view).
Drag down and to the right,
surrounding the points you want to
keep. Release the mouse button
and select Show Only.
Undo a Show Only.
Right-click in the view and select
Undo Show Only.
Change the origin of the
x- and y-axes.
Point to the view, press the Shift
key, and drag until you obtain the
position you want.
Customizing a Perspective view
You can customize Perspective properties, such as
background color or data point size. You can also
specify the shape and color of data points.
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Changing properties
1
Right-click in a Perspective view and select
Perspective Properties.
2
In the Perspective Properties dialog box, select
the area you want to customize, and then make
your selections.
3
Click OK.
Changing data point attributes
You can set color and shape attributes to differentiate
among data points. For example, in Figure 37 on
page 74, store types are differentiated by shape and
color. When you set attributes, a legend is displayed.
To set data point
attributes
• Right-click a Perspective view and select Data
Point Attributes. For more information, see
ProClarity Professional online help or click Help in
the dialog box.
Including Web content: the ProClarity Internet
Explorer view
You can display content from a Web site in a view such
as a Microsoft® SQL Server™ Reporting Services
report. Because the connection to the site is “live,” you
can explore the contents of the site. You can also save
the Internet Explorer view as a Briefing Book page (see
“Creating a new Briefing Book” on page 80).
1
From the View menu, select Advanced Analysis
Tools > Internet Explorer.
2
In the Internet Explorer Address dialog box,
type the URL for the Web page you want to
display.
3
Click OK.
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Saving views for personal use or monitoring | 79
Chapter 7: Saving and Sharing Your
Analyses
After you have used ProClarity Professional to analyze
your data, you can save your analyses for personal use
or you can share the information with other users. This
chapter describes various methods of saving and
sharing views.
In this chapter
NOTE
•
Saving views for personal use or monitoring: My
Views, Briefing Books, Export to Outlook®
•
Communicating information with emailed views
•
Saving views to use in presentations: Export to
Excel, Export to Business Reporter, Export to
PowerPoint®
Chapter 8 describes another method of saving and
sharing views: publishing to Analytics Server.
Publishing items enables you to provide Web access
to such items as Briefing Books, files, sets, members,
and measures, and to apply security (control access)
to them.
Saving views for personal use or monitoring
You can save My Views and Briefing Books for future
use. (Saving My Views is explained on page 19.) You
can also save views to display in Outlook so that you
can monitor changes that occur in the data.
Briefing Books
Briefing Books are compilations of views (pages) that
you can save for your personal use or share with
others.
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This section describes how to create and save Briefing
Books. Later sections and the following chapter
describe how to use them to share information with
others.
The current Briefing Book
The current Briefing Book is the one you have open in
ProClarity Professional. Only one Briefing Book can be
open at a time.
•
If you connect to a cube without opening a
Briefing Book page, an empty, untitled book
becomes the current book.
•
If you have a Briefing Book open and want to start
a new one, select New Book from the File menu.
An empty, untitled book becomes the current
book.
•
To open a book published to Analytics Server,
select Analytics Server > Retrieve Book from
the File menu.
•
To open a book not published to Analytics Server,
select Open Book from the File menu.
Displaying a list of current Briefing Book
pages
From the Briefing Book pane, which lists the book’s
pages, you can easily display the views contained in the
Briefing Book, plus add and organize pages.
• From the Book menu, select Show Book.
To close the Briefing Book pane, click the “X” in the
upper-right corner of the list.
Creating a new Briefing Book
1
From the File menu, select New Book.
An empty, untitled book becomes the current
book.
2
Create a view that you want to include as a page
in the current Briefing Book.
3
From the Book menu, select Add to Briefing
Book.
4
In the Add to Briefing Book dialog box
(Figure 40), type a name for the page.
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Saving views for personal use or monitoring | 81
Figure 40. Add to Briefing Book dialog box
5
To specify a folder in which to save the view, click
Create In. To create a new folder, click New
Folder in the Create In dialog box.
6
Click OK.
7
Repeat steps 2 through 6 for each page you want
to add.
Saving a Briefing Book
1
From the File menu, select Save Book As to
display the Save Briefing Book dialog box.
2
Specify where to save the Briefing Book, or accept
the defaults.
3
Click Save.
Organizing and changing Briefing Book pages
The Organize dialog box allows you to copy, move,
rename, delete, and create folders for Briefing Book
pages.
1
To display the Organize dialog box, select
Organize Briefing Book from the Book menu.
2
In the Organize dialog box, select a view and
click a button such as Move or Copy.
3
To create a folder, click New Folder.
4
When you are finished organizing, click Close.
5
To retain the organization, resave the book
before opening a different book (from the File
menu, select Save Book).
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Editing a Briefing Book page
1
Open the Briefing Book page that you want to edit
and make your changes.
2
From the Book menu, select Add to Briefing
Book.
3
Be sure the name is the same as the original
page, and click OK.
4
Click Yes to confirm.
5
Resave the book.
Deleting a Briefing Book
• To delete an entire Briefing Book, use Windows
Explorer to locate the Briefing Book (.bbk) file and
delete it.
Printing views and Briefing Books
You can print a single view or all of the current Briefing
Book. You can also select how slices should print.
To learn more about
slices, see “Slicing
dimensions” on
page 30.
1
From the File menu, select Print.
2
In the Print dialog box, select to print the current
view or the entire Briefing Book.
3
Select or clear the Print All Slices check box.
•
If cleared, any view with Slicers will print the
currently-selected slice only.
•
If selected, each slice combination will print on
a separate page.
4
To customize the appearance of the printed pages,
click Page Setup and complete the Page Setup
options.
5
Click Print.
Export to Outlook
The Export to Outlook feature makes the current
Briefing Book, in an interactive or static state, available
in Microsoft Outlook.
To export the current
Briefing Book to
Outlook
• From the File menu, select Export > Export to
Outlook.
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Communicating information with emailed views | 83
A wizard guides you through the rest of the export
process. For more information, see ProClarity
Professional online help.
Communicating information with emailed views
To email the current
Briefing Book
1
From the File menu, select Send.
The email service opens with the Briefing Book
attached.
2
Type the address information and send the email.
Saving views to use in presentations
You can export views to use in Excel reports. If you
have ProClarity Business Reporter for Excel installed,
the reports can contain “live” data that is connected to
the database. You can also export live or static data to
use in PowerPoint presentations. To learn more about
the features described in this section, see ProClarity
Professional online help.
Export to Excel
The Export to Excel feature opens Microsoft Excel and
fills in the spreadsheet cells with static data from the
current view.
To export to Excel
• From the File menu, select Export > Export to
Excel.
Export to Business Reporter
This command is available only if you have installed
ProClarity Business Reporter for Excel (Business
Reporter), an optional add-in to Microsoft Excel that
provides access to the data analysis tools of ProClarity
Professional. Exported views can be updated with the
latest source data.
Business Reporter also supports the collaboration and
security features of Analytics Server. In Excel, you can
publish workbooks and retrieve published workbooks.
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84 | Saving and Sharing Your Analyses
To export to
Business Reporter
• From the File menu, select Export > Export to
Business Reporter.
A wizard guides you through the rest of the export
process. If you have Business Reporter installed,
ProClarity Professional online help provides instructions
for it.
Export to PowerPoint
The Export to PowerPoint feature exports the current
Briefing Book to a Microsoft PowerPoint presentation.
The slides can provide analysis capabilities to other
ProClarity Professional users.
To export to
PowerPoint
• From the File menu, select Export > Export to
PowerPoint.
A wizard guides you through the rest of the export
process.
NOTE
Other ProClarity products can show users Briefing
Book data. Two such products are ProClarity Web
Standard and ProClarity Dashboard Server, whose
users do not need to install an application on their
computers. To learn more, visit the ProClarity
Products Web site at http://www.proclarity.com/
products/default.asp.
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Connecting to Analytics Server | 87
Chapter 8: Publishing
ProClarity Analytics Server (Analytics Server) provides
an enterprise-wide, centralized location for storing,
sharing, and updating items such as Briefing Books and
Shared Items. If you have the appropriate rights, you
can publish items to Analytics Server libraries and then
specify which users can read or republish the items.
You can also retrieve and use the items that others
publish to Analytics Server.
In this chapter
NOTE
•
Connecting to Analytics Server
•
Security rights and feature availability
•
Using Briefing Books with Analytics Server
•
Using files with Analytics Server
•
Using links with Analytics Server
•
Organizing published books, files, and links
•
Using members, measures, and sets with
Analytics Server
•
Assigning security for published items
For other methods of sharing analysis results, see
Chapter 7 on page 79.
Connecting to Analytics Server
You must be connected to Analytics Server to publish
an item or to use a published item. A Log in dialog box
appears when a new connection is needed.
To connect to
Analytics Server
1
In the Server Address box, type the URL address
of the server. This address must contain the server
name and the virtual directory name. The
following are examples:
•
production/pas
•
https://www.yourcompany.com/pas
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88 | Publishing
To type your user name and password, click
Security. Typically, security information for
Analytics Server is the same as that for your
company network. If typing your standard user
name and password does not work, contact your
Analytics Server administrator.
2
Tip
To change to a different server, select File >
Analytics Server > Change Server or click the
Change Server button available in many dialog
boxes.
Security rights and feature availability
An Analytics Server administrator assigns publishing
rights to users and access rights to roles.
Publishing rights
If the publishing commands (for example,
Publish File) are available from the File >
Analytics Server menu, you have publishing
rights.
Access rights comprise specified privileges
that can vary according to the item. For
example, you can have Author rights to a book
but not to the library that contains it.
•
Reader. Readers can retrieve published
items in a read-only format from
Analytics Server, and they can use My
Views.
•
Author. Authors have all the privileges of
Readers, plus they can publish Briefing
Books and other items to Analytics
Server, create and manage libraries, and
assign security to published items.
Access rights
If you have publishing and Author rights to an item,
you can assign access rights to it (see “Assigning
security for published items” on page 94).
The instructions in this chapter assume that you have
publishing rights and Author rights to all items on
Analytics Server.
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Using Briefing Books with Analytics Server | 89
Tip
Web Professional users: Rather than retrieving books
and other items when working in Web Professional,
you can open items from the Contents screen
(Figure 2 on page 12).
Using Briefing Books with Analytics Server
Once you have created a Briefing Book in ProClarity
Professional (see “Creating a new Briefing Book” on
page 80), you can publish it to a library on Analytics
Server. Others can then retrieve and, if they have
Author rights, edit the book.
Publishing the current Briefing Book
1
From the File menu, select Analytics Server >
Publish Book.
2
In the Publish Book dialog box, select the library
to which you want to publish.
To create a new library, click New Library.
3
In the Name and Description boxes, type the
appropriate information.
4
Click OK.
The current Briefing Book is published to Analytics
Server in the library you selected.
NOTE
The book is published as locked to indicate that it is
being edited. To unlock it, see “Unlocking a Briefing
Book” on page 90.
Retrieving a published Briefing Book
1
From the File menu, select Analytics Server >
Retrieve Book.
2
In the left pane of the Retrieve Book dialog box,
select a library to display its contents.
3
In the right pane, select a book.
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90 | Publishing
4
If you intend to edit the book, select Lock for
editing.
5
Click OK.
Editing a published Briefing Book
You can edit published books to which you have Author
rights.
1
Retrieve the book you want to edit and select
Lock for Editing.
2
Make any of the following changes:
3
•
Add pages (see page 80).
•
Edit pages (see page 82).
•
Create folders to reorganize pages (see
page 81).
From the File menu, select Analytics Server >
Publish Book.
This republishes the book and saves the changes
on the server.
4
Unlock the book (see the following section).
Unlocking a Briefing Book
Indicators of a locked book include the following:
•
A message stating that a book is locked when a
user tries to republish.
•
An icon:
(not shown in the Analytics Server
Contents screen).
A book that you have locked automatically unlocks
when you do any of the following:
To manually unlock a
book
•
Open a different book or start a new book.
•
Exit ProClarity Professional.
•
Publish another book to the server.
•
Change servers.
1
From the File menu, select Analytics Server >
Manage Books.
2
Right-click the locked book and select Properties.
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Using files with Analytics Server | 91
3
On the General tab, click Unlock Item.
Using files with Analytics Server
You can provide Web access to files by publishing them
to Analytics Server.
Publishing a file
1
From the File menu, select Analytics Server >
Publish File.
2
In the Choose File to Publish dialog box, locate
the file and click Open.
The Choose Destination dialog box opens.
3
In the Publish To box, select a library.
4
In the Description box, type a description.
5
Click OK.
Once you have published a file, you can assign security
to it (see “Assigning security for published items” on
page 94).
Retrieving a published file
1
From the File menu, select Analytics Server >
Retrieve File.
2
From the Retrieve From drop-down menu, select
a library.
3
Double-click a file.
Using links with Analytics Server
You can publish a link to a URL, allowing Analytics
Server users to view information that is not located on
the server.
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92 | Publishing
Publishing a link
1
From the File menu, select Analytics Server >
Manage Books.
2
In the Manage Books dialog box, click Publish
Link.
3
In the Publish Link dialog box, select a library.
4
In the Name and Description boxes, type the
appropriate information.
5
In the Address (URL) box, type the location of
the link.
6
Click OK.
The published link
is listed in the contents of
the library. To assign security to the link, see
“Assigning security for published items” on
page 94.
Opening a published link
1
From the File menu, select Analytics Server >
Retrieve Book.
2
In the left pane, click a library.
3
In the right pane, double-click a link.
Organizing published books, files, and links
The Manage Books dialog box enables you to perform
tasks such as creating new libraries and copying or
organizing books. To learn more, see ProClarity
Professional online help.
To open the Manage
Books dialog box
• From the File menu, select Analytics Server >
Manage Books.
Using members, measures, and sets with
Analytics Server
Chapter 3 (on page 35) explains how to create userdefined members, measures, and sets. When you
publish one of these items, it becomes a Shared Item
and is available to authorized users.
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Using members, measures, and sets with Analytics Server | 93
Publishing a member, measure, or set
1
From the Dimensions drop-down menu in the
Dimensions Tool, select the dimension that
contains the item you want to publish.
2
In the My Items or Page Items folder, right-click
the item and select Copy to.
3
In the Location box, select a library.
To create a new library, click the Create New
Library button.
4
Click OK.
A copy of the item is placed in the Shared Items
folder. To assign security to the item, see
“Assigning security for published items” on
page 94.
Changing Shared Items
You can rename, delete, and edit Shared Items.
Renaming or deleting Shared Items
Before you rename or delete a Shared Item, keep in
mind that doing so may affect other items.
Renaming or deleting a Shared Item will break any
dependent Shared Items. For example, Shared set A is
a member of Shared set B. If you rename or delete set
A, then set B will not work.
Another dependency regards Briefing Books. If you
delete or rename a Shared Item that is used in a
Briefing Book page, that page will no longer be valid.
To delete or rename
a Shared Item
• Right-click the Shared Item and select Delete or
Rename.
A message will remind you that there may be
dependencies. Figure 41 shows an example of a
dependency message.
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94 | Publishing
Figure 41. Rename dialog box with a dependency
message
Editing a Shared Item
The method you use to edit a Shared Item depends on
its type (member, measure, or set) and how it was
originally created.
To learn more about
Selector or KPI
Designer, see ProClarity
Professional online help.
(Selector or KPI
Designer must be
installed.)
NOTE
1
Right-click the Shared Item and select Edit.
2
Select one of the following:
•
Edit using Selector. This command is
available if Selector is installed and you are
editing a set that was created in Selector and
saved as a script.
•
Edit using KPI Designer. This command is
available if KPI Designer is installed and you
are editing a member of measure that was
created in KPI Designer.
•
Edit. This option is typically available for userdefined sets, members, and measures. It
opens the MDX Expression Editor.
Once an item is edited using the MDX Expression
Editor, it cannot be edited further with Selector or KPI
Designer.
Assigning security for published items
After you have published an item, you can specify
security for it by assigning access rights and publishing
properties in Analytics Server roles.
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Assigning security for published items | 95
Understanding roles
Roles are created by Analytics Server administrators,
who define the role membership. Roles can be granted
or denied access rights to Analytics Server items, and
they can be granted or denied access to analytics
features when working with a Briefing Book.
A role’s access rights—Reader or Author—can vary
according to the item. (Access rights are described
earlier in this chapter on page 88.)
Roles can also determine access to publishing
properties. These are the analysis capabilities available
when users work with a Briefing Book.
To learn more about Analytics Server security, see
ProClarity Professional online help.
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96 | Publishing
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Appendix A: Installing Your Application
This appendix includes the following information:
•
System requirements for ProClarity Professional.
•
Installation instructions for Web Professional or Desktop
Professional. Web Professional is typically downloaded from
Analytics Server. Desktop Professional is typically installed
from the product CD. If you install Desktop Professional, you
do not need to install Web Professional.
System requirements for ProClarity Professional
Hardware
Minimum: Pentium-class processor, 128 MB RAM
Operating system
The following operating systems are supported:
•
Windows 2000 product family, with Service Pack 4
•
Windows XP Professional, with Service Pack 1a
•
Windows Server 2003 product family, 32-bit support only
Internet Explorer Enhanced Security on Windows
Server 2003
If you are using Internet Explorer on Windows Server 2003, you
must configure browser security settings to use ProClarity features
that require an internet connection. You can either add Analytics
Server and remote OLAP servers to the Local Intranet zone or
disable the Internet Explorer Enhanced Security Configuration.
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98 |
To add sites to the
Local Intranet zone
To disable enhanced
security
1
In Internet Explorer, select Tools > Internet
Options.
2
In the Security tab, click the Local Intranet icon
and then click Sites.
3
In the Local intranet screen, click Advanced.
4
To add Analytics Server, type the URL of Analytics
Server.
5
To add a remote OLAP server, type the URL of the
OLAP server.
6
Click Add.
1
From the Windows Start menu, select Control
Panel > Add or Remove Programs.
2
In the Add or Remove Programs dialog box,
click Add/Remove Windows Components.
3
In the Windows Component Wizard, remove the
check mark from Internet Explorer Enhanced
Security Configuration and click Next.
Software
Microsoft Office is required for the Export to Outlook,
Export to Excel, and Export to PowerPoint features. The
following versions are supported:
•
Office 2000 with Service Release 1
•
Office XP
•
Office 2003
Browser
Internet Explorer 6.0
Netscape 7.1, 7.2
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Installing Web Professional | 99
User privileges
To successfully install Web or Desktop Professional, you
must be logged on to your computer as a user with
administrator privileges.
Installing Web Professional
The procedures for downloading Web Professional
depend on which browser you are using: Internet
Explorer or Netscape.
While these instructions are specifically for
downloading Web Professional, the procedure to
download any component from Analytics Server is
similar.
NOTE
If the Professional application type is not available,
you can use Web Standard, the analysis application
that requires no component downloads.
Internet Explorer
1
Open your Web browser and type the URL for
Analytics Server.
2
In the left pane of the Analytics Server Contents
screen, click the Check for Downloads link.
One of the following occurs:
•
A message appears stating that software
needs to be installed on your computer.
If you get this message, proceed with steps 3
through 12.
Or
•
A screen with the option to download
ProClarity Web Professional appears
(Figure 42).
If you get this screen, skip to step 7.
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100 |
NOTE
Steps 3 through 6 are required only the first time you
download components. Download Manager needs to
be installed only once.
3
Click Install Download Manager.
4
In the File Download dialog box for Download
Manager, click Open.
5
In the InstallShield® Wizard screen, accept the
default location for Download Manager, or click
Change to select a new location.
6
Click Next.
Download Manager installs, and then the
Download Components window appears
(Figure 42).
Figure 42. Web Professional download screen
7
Select ProClarity Web Professional 6.0.
8
Click Download Now.
9
In the File Download dialog box, click Open.
10 In the InstallShield Wizard, follow the prompts.
11 Click Finish in the last screen of the InstallShield
Wizard.
12 Close the Download Components window.
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Installing Web Professional | 101
Netscape
For Netscape, you must install the Download Manager
Netscape Plug-in before downloading Web Professional.
NOTE
If you installed Web Professional using Internet
Explorer, the first time you use it in Netscape you
must install additional plug-ins. These plug-ins are
required by Netscape.
Installing the Download Manager Netscape
Plug-in
1
Open your Web browser and type the URL for
Analytics Server.
2
In the left pane of the Analytics Server Contents
screen, click the Check for Downloads link.
A message appears stating that software needs to
be installed on your computer.
3
Click Install Download Manager.
A Software Installation dialog box appears as
shown in Figure 43.
Figure 43. Software Installation dialog box for
Download Manager.
4
Click Install.
•
If InstallShield Wizard prompts appear, follow
the prompts.
•
If a message asks if you want to overwrite an
existing Download Manager file, select Yes.
When the Download Manager installation is
finished, the Software Installation dialog box
indicates “success.”
5
Click OK.
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102 |
6
Keep the Analytics Server Contents screen open,
but close any other open windows.
Downloading Web Professional
After installing the Download Manager Netscape Plugin, you can download Web Professional.
1
In the Analytics Server Contents screen, open a
Briefing Book page.
One of the following appears:
Figure 44. Installation message
Figure 45. Web Professional download screen
2
If your screen looks like Figure 44, click Install
Web Professional.
If your screen looks like Figure 45, select
ProClarity Web Professional 6.0 and click
Download Now.
3
When the Software Installation dialog box
appears, click Install.
4
The InstallShield Wizard starts, and one of the
following occurs:
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Installing ProClarity Desktop Professional | 103
•
The installation finishes on its own, and the
Software Installation dialog box indicates
“success.” In this case, click OK and close all
windows except the Analytics Server Contents
screen. You can now open a Briefing Book
page to use Web Professional.
Or
•
The InstallShield Wizard will wait for input
from you (for example, you may need to click
Next in the first screen). In this case, follow
the InstallShield prompts until you click Finish
on the last screen.
Troubleshooting a Netscape Web
Professional installation
If Web Professional will not run in Netscape 7.1 or 7.2,
you may need to reinstall Web Professional by doing
the following:
1
Close Netscape.
2
In Windows Explorer, browse to the following
directory: C:\Program
Files\Netscape\Netscape\plugins.
3
Delete the following files:
4
•
NPDM.dll
•
NPPCtrls.dll
Restart Netscape and reinstall Web Professional
(starting with “Installing the Download Manager
Netscape Plug-in” on page 100).
Installing ProClarity Desktop Professional
The Desktop Professional installation program leads
you through a series of screens. Follow the instructions
in the screens to specify which components to install
and to specify the folder in which the components will
reside. The default program folder is C:\Program
Files\ProClarity\ProClarity Desktop Professional.
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104 |
NOTE
You may be required to install Microsoft Window
Installer or MDAC 2.8 before you can install Desktop
Professional. If so, follow the installation prompts,
restart your computer, and begin the Desktop
Professional installation again.
1
Before installing Desktop Professional, close all
open applications.
2
Insert the ProClarity Analytics Platform 6 Client
product CD into the computer CD-ROM drive.
After a few seconds, the installation screen
appears. If it does not appear, browse to the
installation files and double-click Setup.exe.
3
Click Install Desktop Professional.
4
In the Welcome screen, click Next.
5
The License Agreement screen appears:
6
•
To refuse the terms and discontinue the
installation, click Cancel.
•
To accept the license agreement terms, select
the I accept ... option and click Next.
In the Customer Information screen, select a
user-installation option and click Next.
The Custom Setup screen appears, as shown in
Figure 46.
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Installing ProClarity Desktop Professional | 105
Figure 46. The Custom Setup screen
7
To accept the default installation options, click
Next on the Custom Setup screen.
Or
To select or clear specific components, click the
box next to the component and select an option
from the drop-down menu. To install the files to a
different location, click Change.
Tip
The Feature Description window briefly describes
the selected component and displays the amount of
disk space that the corresponding files require.
8
After choosing the setup options, click Next.
9
Review the installation settings in the Ready to
Install the Program screen. Click Install to
continue.
10 To complete the installation, click Finish in the
InstallShield Wizard Completed screen.
The initial installation screen reappears, displaying the
following buttons:
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•
Install Business Reporter opens the installation
program for Business Reporter. For more
information about Business Reporter, see “Export
to Business Reporter” on page 83.
•
Release Notes opens the release notes for
ProClarity Professional and Business Reporter.
•
Product Information provides links to the
following online documents or Web sites:
•
What’s New
•
Product Tour
•
Getting Started Guide (this document)
•
System Requirements
•
Support Guide
•
ProClarity Products Overview
•
Register links to the ProClarity Product
Registration Web site, where you can register the
product online.
•
Contact Us links to the ProClarity Contact
Information Web site.
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Appendix B: Introduction to
Multidimensional Analysis
Online Analytical Processing (OLAP) presents data in a logical
structure that supports multidimensional analysis. Multidimensional
analysis is a process of analyzing data that is organized according
to the variables (such as region, product, and time) that decisionmakers find most useful when looking at their businesses.
For example, let’s assume you have data regarding sales dollars.
You also have data regarding which products and regions generated
the sales dollars over various periods of time. The quantitative
measure (sales dollars) is based on categories called “dimensions,”
which may include product, region, or time.
When you view the sales data, you may want to see contribution by
product. Or, you may want to see how the sales per product
fluctuated over time and by region. In other words, you want to see
how the various dimensions of the data relate to one another.
Decision makers need to understand their data, and that data
needs to be consistent, reliable, and up-to-date. Finding such
information quickly is the key benefit of multidimensional analysis.
The data and its structure
The data you analyze comes from a multidimensional database
known as a cube. Cubes contain measures and dimensions.
Components of the dimension are referred to as its members or
items. The members in each dimension are organized into a
hierarchy, and each level in the hierarchy has a name.
An example cube
The following hypothetical sample cube illustrates measures and
dimensions in a cube for a computer manufacturer. The cube
contains one measure: Sales.
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108 |
Figure 47. Example of dimensions and their
members in a hierarchical tree
•
The cube contains three dimensions: Products,
Geographic Region, and Time.
•
Each dimension contains several members. Some
examples of members are All Products, Europe,
Florida, Quarter 3, and December.
•
Each dimension contains levels of members in its
hierarchy. For example, the Time dimension
contains three levels: Year, Quarter, and Month.
(For more about hierarchies, see the following
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section, “Dimensional hierarchy in the Dimensions
Tool.”)
Based on the cube, the decision maker can ask, “What
were the sales of PCs in California during December?”
The response would total the sales of PCs, which
includes sales of Business PCs, Home PCs, Laptops, and
Servers.
Dimensional hierarchy in the Dimensions Tool
For more information
about using the
Dimensions Tool, see
Chapter 2, “Selecting
and Arranging Data” on
page 25.
The hierarchical arrangement of the cube is reflected in
the dimension tree of the Dimensions Tool. This tool
allows you to select and arrange the measures and
dimension members you want to display in a graphical
view.
About hierarchies
In the following illustration, part of the hierarchy for the
Product dimension is displayed.
Figure 48. A dimension hierarchy
•
Your cube-defined default member is "All
Products," as indicated in parentheses after
the Default item.
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•
"All Products" is at the highest level in the
hierarchy.
•
"All" has two children at the second level:
Drink and Food.
•
Each of these two has children on the third
level. For example, Drink has three children:
Alcoholic Beverages, Beverages, and Dairy.
When you expand a member, you reveal the
next level of children.
•
A member's descendants include its children,
grandchildren, and so on.
•
In the dimension tree, you may select a
descendant group for a member. For more
about descendants, see the following "About
descendants" section.
•
A dimension may have multiple hierarchies
(multiple member trees). If so, the Dimensions
Tool will show a separate dimension for each
hierarchy.
About descendants
You can select a descendant group for a member at a
specific level. Available levels are revealed when you
right-click a member and choose Select Descendants
as shown in Figure 49.
Figure 49. Selecting descendants
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Using multidimensional data to visualize comparisons | 111
In this example, the first available level for Drink is
Product Department, which would select the
descendants of Drink at the Product Department level:
Alcoholic Beverages, Beverages, and Dairy. Choosing a
lower level selects all of the items under Drink at that
level. For example, the Product Category level selects
Beer and Wine, Carbonated Beverages, Drinks, Hot
Beverages, Pure Juice Beverages, and Dairy.
Leaf Descendants selects all members at the bottom
of each hierarchy branch. All Descendants (Subtree)
selects all members that branch from the selected
member. For more information about selecting
descendants, see ProClarity Professional online help.
Using multidimensional data to visualize
comparisons
To create information from data, you must first sort
through the available data to extract the specific data
points (individual facts) that are relevant to answering
the questions you have in mind. Next, you must
arrange the relevant data into a context that shows
important relationships. Using ProClarity Professional,
you select measures and members to define the set of
relevant data. You then arrange this data into Rows,
Columns, and Background to illustrate trends,
comparisons, and exceptions.
How the relevant data and its layout affect the
view
The data that is selected and the way it is arranged
affect the display.
The relevant data
In the two views that follow, the Rows, Columns, and
Background dimension arrangements are the same,
but the members included for each dimension are not.
Figure 50 includes all members of the Product
dimension. Figure 51 includes only the Food member of
the Product dimension.
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Figure 50. View includes the All Products member
of the Product dimension
Figure 51. View includes only the Food member of
the Product dimension
Because the relevant data for the two views is
different, the values are also different even though the
dimension arrangement is the same.
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The data layout
In the two views that follow, the relevant data is the
same, but the arrangements are different. Both views
include the same members of all dimensions, but the
dimensions are arranged differently among the Rows,
Columns, and Background.
Because the relevant data for the two views is the
same, the values are the same even though the
dimension arrangements are different.
Different arrangements emphasize different
comparisons. Figure 52 emphasizes a state-to-state
comparison. Figure 53 emphasizes a quarter-to-quarter
comparison.
Figure 52. View displays the Time dimension on
Rows, the Store dimension on Columns
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114 |
Figure 53. View displays the Store dimension on
Rows, the Time dimension on Columns
Background data
Items in the Background act as filters that affect the
visible data. When you select a different member from
a Background dimension, the Rows and Columns values
are update with the new data.
In the following example, note how changing a
Background selection (from the “F” to the “M” member
of the Gender dimension) affects the grid values.
Figure 54. “F” member selected in the
Background Gender dimension
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Figure 55. “M” member selected in the
Background Gender dimension
Multiple Background selections
If you select multiple members of a Background
dimension, a Slicer is automatically created. (See
“Slicing dimensions” on page 30.) However, instead of
a Slicer, you can show a combined (aggregate) value.
(See “Showing a combined value” on page 31.) A
combined value is the result of a mathematical formula
that calculates a single value from the selected items.
Example formulas include a sum of the selected
members, an average, or the result of a comparison
such as the highest member or the lowest member.
The formula is set by the cube designer and depends
on the measure that is selected.
Tip
An button beside a Background dimension indicates if
the dimension is sliced or is showing a combined value.
To toggle between the two states, click the button and
run the query.
Sliced:
, Combined:
In Figure 56, Education Level is a Background
dimension, and the selected Measure is Unit Sales. The
value of 108,954.00 is a combined (sum) value of the
three selected members.
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116 |
Figure 56. Three members selected and summed
Now if you select all of the members, the combined
value should equal the single “All” member value.
Figure 57 and Figure 58 demonstrate this expectation.
Figure 57. All five members of Education Level
selected and summed
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Figure 58. One member (“All”) of Education Level
selected
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Glossary
Access rights
The security permissions granted to a role. Permissions determine
the level of interactivity available to the user for a specified
Analytics Server item, such as a Briefing Book or Shared set. (See
“Security rights and feature availability” on page 88.)
Actions
Links to information. The links, maintained by the cube
administrator, may be to Web pages, spreadsheets, special reports,
or other types of documents. (See Chapter 4, “Using actions” on
page 53.)
Add-in
An application that provides additional functionality to ProClarity
Professional. An add-in may be a Visual Basic add-in, which users
can develop right within Desktop Professional’s Visual Basic Editor.
Or, it may be a COM add-in. ProClarity Web Professional supports
the use of COM add-ins only. An Analytics Server administrator can
make add-ins available for download from the server. (See
ProClarity Professional online help.)
Ad hoc queries
Questions about specific data relationships that are not asked
regularly enough to build a standard report to answer. The Ad Hoc
Query Wizard simplifies and streamlines the process of posing ad
hoc queries about business data. (See “Creating a query with the
Ad Hoc Query Wizard” on page 17.)
Analysis
The process of investigating trends and anomalies in collected data
to make informed business decisions.
Analytics
Server
See ProClarity Analytics Server.
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Background
The location of dimensions that are not displayed in the
view. (Dimensions that are not on Rows or Columns.)
Selections in Background dimensions act as filters for
the Rows and Columns data. (See “Background data”
on page 114.)
Briefing Books
Compilations of views (pages) that may be organized
into folders. You can save them to your own computer,
publish them to Analytics Server, email them, and
export them to Excel, Outlook, or PowerPoint. (See
“Briefing Books” on page 79.)
Calculated
members and
measures
Perform a calculation (such as a sum) on selected
members from a single dimension to derive a value.
(See “Deriving values from selected items: members
and measures” on page 38.)
Chart
A view type that displays data as bars, lines, points, or
pie slices. (See “To display a chart” on page 45.)
Collapse
Displays less detail about an item while maintaining the
current display of other items. (See “Using other
navigation features” on page 50.)
Columns
A location where dimensions displayed by the view
reside.
Cube
The term that describes a database used for
multidimensional analysis. Each cube contains a set of
measures (quantitative data such as Unit Sales) and
dimensions (descriptive data such as Type of Product
and Store Location). Virtual cubes and perspectives are
types of cubes. As you work with ProClarity
Professional, queries are sent to the cube to be
answered, and the results are returned to ProClarity
Professional for display. (See “The data and its
structure” on page 107.)
Decomposition
Tree
An analysis option unique to ProClarity that breaks a
measure apart into its subcomponents. The results of
the decomposition appear in a hierarchical tree and in
an optional Pareto chart. By decomposing a measure,
you can clearly see the raw and percentage data that
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| 121
make up each component of a measure. By using the
Pareto chart, you can focus on the changes you see in
the tree to determine how those changes relate to the
whole. (See “Exploring contributions to a value: the
Decomposition Tree” on page 65.)
Descendants
A member's descendants include the members that are
subordinate to it: the member's “children,”
“grandchildren,” and so on. For example, the
descendants of a Year member include the quarters
and months in the year. In a dimension tree, you may
select the descendants of a member at a specific level.
For example, selecting descendants of Time at the
month level would select all of the year’s months.
Available levels are revealed when you right-click a
member and choose Select Descendants. (See
“About descendants” on page 110.)
Dimensions
Describe attributes (categories) of a measure. For
example, dimensions of a Sales Dollars measure might
include Geographic Region, Product Family, Sales
Representative, and Customer Type. Attributes of a
dimension are called members or items. (See “The data
and its structure” on page 107.)
Dimensions Tool
Allows you to select dimensions and measures and
arrange them to explore data relationships. It displays
a hierarchical tree of members for each dimension.
(See Chapter 2, “Selecting and Arranging Data” on
page 25.)
Dimension tree
A hierarchical arrangement of a dimension's members.
Each dimension tab in the Dimensions Tool displays a
dimension tree. (See Chapter 2, “Selecting and
Arranging Data” on page 25.)
Drill down
Enables viewing lower levels of a dimension member's
hierarchy. Drilling down increases the level of detail
that is displayed. (See “Drilling down on a chart or grid”
on page 46.)
Drill to Detail
Enables viewing of the individual transactions, or
records, that contribute to a value. Sometimes called
“Drill Through.” (See “Drilling to Detail” on page 51.)
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Drill Through
See Drill to Detail.
Drill up
Enables viewing higher levels of a dimension member's
hierarchy. Drilling up reduces the level of detail that is
displayed. (See “Drilling up on a chart or grid” on
page 48.)
Exception
highlighting
A feature used in a grid to highlight numbers that meet
specified conditions. For example, you can make all
cells containing numbers over 5,000 display as yellow.
(See ProClarity Professional online help.)
Expand
Displays more detail about an item while maintaining
the current display of other items. (See “Using other
navigation features” on page 50.)
Favorites
See My Views.
Filtering
Keeps only the data that matches specified criteria,
allowing you to display only the portion of data you
wish to view. (See “Filtering data” on page 55.)
Hide
Removes selected items from the current display of
data. (See “Using other navigation features” on
page 50.)
Hierarchy
An arrangement of members in a dimension. Using
various data analysis features, you can explore the
levels of a dimension's hierarchy. For example, if you
drill down on a quarter in the Time dimension, you will
see members at a lower level in the hierarchy—the
three months in the quarter. (See “Dimensional
hierarchy in the Dimensions Tool” on page 109.)
KPI
Stands for “key performance indicator.” A user-defined
or cube-defined calculated measure that can have
associated goal, status, or trend indicators. (See “Using
KPI Designer (for new members or measures)” on
page 40.)
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Level
Part of a dimension's hierarchical structure in which
members are organized. For example, a Time
dimension typically contains members at three levels:
The top level (Year), the Quarter level, and the Month
level. (See “The data and its structure” on page 107.)
Local cube
A cube derived from an OLAP server cube and saved to
your computer as a .cub file.
MDX (MultiDimensional
eXpression)
A set of database functions used to access data in
multidimensional datasets. MDX has the tools
necessary to ask complex questions of a database and
quickly return information from multidimensional
datasets. To access MDX functions, select MDX Editor
from the View menu.
Measures
Quantitative values contained in a cube. Some
examples of measures are Sales Dollars, Number of
Product Failures, Gross Margin, and Average Inventory
Levels. All cubes have at least one measure, and they
can have multiple measures. Measures are analyzed
against dimensions (categories). For example, you can
analyze the measure Sales Dollars against Geographic
Region or Product Family. You can work with existing
measures or use the New Measure Wizard to create
new measures based on existing ones. (See “The data
and its structure” on page 107.)
Members
Compose the detail associated with a dimension. For
example, members of the Time dimension may include
1999, Quarter 3, and July. Members of a dimension
appear when the dimensional hierarchy is expanded.
Members are sometimes called “items.” (See “The data
and its structure” on page 107.)
Modeling
Allows you to change data values to create a model for
tasks such as forecasting and budgeting. Sometimes
called “writeback.” (See ProClarity Professional online
help.)
Multidimensional
analysis
A process of analyzing data that is organized according
to the variables (such as Region, Product, Time, and so
forth) that decision-makers find most useful in looking
at their businesses. (See “Introduction to
multidimensional analysis” on page 107.)
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My Items
Members, measures, and sets that have been created
by you or other users and are saved on your computer
for personal use. (See “My Items” on page 43.)
My Views
A special Briefing Book in which you can save views for
personal access. Formerly called “Favorites.” (See
“Saving personal views” on page 19.)
OLAP (Online
Analytical
Processing)
A way of analyzing data by interacting directly with the
data, rather than by viewing static paper reports. OLAP
technology arranges raw data so that users can view
the data in graphic formats that reflect a wide variety
of relationships among the data. (See “Introduction to
multidimensional analysis” on page 107.)
OLE DB for OLAP
Provider
The term used for the OLAP server software. Microsoft
OLE DB Provider for OLAP Services 8.0 is an example of
an OLE DB for OLAP Provider.
Page Items
Members, measures, or sets that you or another user
have created and that are available from the current
page only. (See “Page Items” on page 43.)
Performance Map
Is a view type that uses ratios of size and color to
compare values in a query with two measures. Selected
members display as boxes of varying size and color.
Size is the value of the first measure and color is the
value of the second measure. (See “Comparing values
using ratios of size and color: the Performance Map” on
page 69)
Perspective
views
Allow you to analyze and compare the relationship
between two measures for a set of members. They are
particularly useful for analyzing large volumes of data.
(See “Analyzing large volumes of data: the Perspective
view” on page 73.)
Pivoting
Switching the column data to rows and the row data to
columns. (See “Pivoting dimensions” on page 52.)
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ProClarity
Analytics Server
(Analytics Server) provides controlled Web access to
ProClarity Briefing Books, allowing users to analyze
data without installing software on their computers.
ProClarity Professional users can publish analysis items
to Analytics Server to share them across an enterprise.
(See Chapter 8 on page 87.)
ProClarity
Business
Reporter for
Excel
(Business Reporter) is an optional add-in to ProClarity
Professional that allows you to import data into Excel
that maintains its connection to the database. You can
then use Excel features on the data. (See “Export to
Business Reporter” on page 83.)
ProClarity
Dashboard
Server
(ProClarity Dashboard) may be chosen as an
alternative to ProClarity Web Standard by users who
want access to analysis tools but are primarily
interested in monitoring trends as they occur in the
most critical business areas.
ProClarity KPI
Designer
(KPI Designer) is an optional add-in that simplifies the
process of designing new members and measures to
reveal information about key areas of your business.
(See “Using KPI Designer (for new members or
measures)” on page 40.)
ProClarity
Desktop
Professional
(Desktop Professional) is the ProClarity data analysis
application that runs in a desktop computer as an
independent application, not in a Web browser.
ProClarity
Professional
Encompasses both ProClarity Web Professional and
ProClarity Desktop Professional users. A ProClarity
Professional user may be using either one of these
applications.
ProClarity
Selector
(Selector) is an optional add-in to ProClarity
Professional that simplifies the process of creating
custom, complex sets such as dynamic sets that
change as cube data changes. (See “Using Selector” on
page 36.)
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ProClarity Web
Professional
(Web Professional) is the ProClarity data analysis
application that is typically downloaded from Analytics
Server and runs in a Web browser. Web Professional
has the look and feel of the desktop application
(Desktop Professional).
ProClarity Web
Standard
(Web Standard) is the Web version of the ProClarity
analysis software. Web Standard users access Briefing
Books and associated analysis features through a Web
browser, without having to download software to their
computers.
Query
Requests for data about measures and dimensions that
you select. The results of your queries are displayed on
the screen (in a view). (See “Applying changes to the
query” on page 28.)
Role
Represents users that, as a group, are granted or
denied access to Analytics Server, server libraries, and
items published to the libraries. (See “Understanding
roles” on page 95.)
Rows
A location where dimensions displayed by the view
reside.
Security
Assigned to Analytics Server and to published items to
control who will have access to the information they
contain. Analytics Server provides role-based security.
Access to published items is denied or granted to
members of a role. (See “Assigning security for
published items” on page 94.)
Series
Represented by the bars, areas, pie slices, lines, or
points of a chart and by the individual entries on the
rows legend. Each series represents a row of data.
Sets
A group of dimension members that you name so that
you can use them as a unit in queries. For example, to
display the 10 salespersons with the highest sales, you
can create a set containing these salespersons. The set
will then be available in the Dimensions Tool by name
and you can select it like a dimension member. (See
“Grouping specified items under a common name:
sets” on page 35.)
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Shared Items
Members, measures, or sets that have been published
to Analytics Server. (See “Shared Items” on page 43
and “Using members, measures, and sets with
Analytics Server” on page 92.)
Show Only
Removes all but selected items from the current display
of data. (See “Using other navigation features” on
page 50.)
Show/Hide
Dimensions
Dimensions can be hidden to reduce the number of
displayed dimensions. (See “Showing or hiding
dimensions” on page 31.)
Slicer
A Slicer is a special tool that provides easy access to a
limited number of members (items) from a Background
dimension. When you change Background selections,
Rows and Columns values are based on different data.
(See “Slicing dimensions” on page 30.)
User-defined
members and
measures
See Calculated members and measures.
View types
A particular graphical representation of query results.
Examples of ProClarity view types include charts, grids,
and Decomposition Trees.
Writeback
See Modeling.
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Index
A
about the Getting Started Guide 1
access rights 88
accessing
What’s This help 6
Actions
accessing 53
defined 119
Ad Hoc Query Wizard
starting 18
adding
pages to Briefing Books 80
views to My Views 20
add-ins
defined 119
After 79
aggregate (combined value) 115
analysis terms 9
Analytics Server
See ProClarity Analytics Server
apply changes (run a query) 28
arranging
dimensions and measures 28
Author rights
See also security
automatically apply changes 28
availability of features
for publishing 88
in the application 1
axes
configuring for a Perspective view 77
B
Back button 22
Background
and slicers 30
combined values 115
selecting items 27, 30, 31, 115
understanding 114
break down
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See Decomposition Tree
See drill down
Briefing Books
adding pages 80
copying
local 81
creating 80–81
creating folders
for local 81
for published 90
current 80
defined 120
deleting
local 82
deleting folders
in local 81
displaying a list 80
editing
pages 82
published 90
explained 79
exporting
static views to Excel 83
to Outlook 82
to PowerPoint 84
locking and unlocking 89, 90
naming and saving 81
opening
local 22, 80
published (retrieving) 14, 80, 89
organizing
local 81
published 92
printing 82
publishing to Analytics Server 89
renaming 81
retrieving from Analytics Server 89
security for published 94
Business Reporter
See ProClarity Business Reporter for Excel
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C
calculated measures
creating 39
cube-defined 39
defined 120
limitations 38
publishing 93
types available from the New Measure
Wizard 40
See also My Items
See also Page Items
See also Shared Items
calculated members
creating 39
defined 120
publishing 93
See also My Items
See also Page Items
See also Shared Items
categories
See dimension
See Dimensions Tool
charts
customizing 53
displaying 45
filtering data 55
resetting defaults 22
selecting types 45
sorting data 59
collapsing
data in a chart or grid (Collapse
feature) 50
defined 120
colors
change Performance Map color scheme
or color range 73
Columns 28
combined value
example of 115
show 31
connecting
to a cube 12, 13, 14
to Analytics Server 11, 87
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Contents screen for Analytics Server 11
copying
a Drill to Details list 52
local Briefing Book pages 81
Page Items to My Items 43
Shared Items to My Items 43
cross drill 48
cubes
connecting to 12, 13, 14
defined 120
explained 107
opening local 15
current
Briefing Book 80
Custom
Setup
for
installing
Desktop
Professional 104
customizing
a Decomposition tree 69
a Performance Map 73
a Perspective view 77
grids and charts 53
ProClarity Desktop Professional
installation 104
D
Decomposition Tree
creating 67
customizing 69
defined 120
example information 66
purpose 65
starting a new tree from a node 73
working with 68
default
opening view type 16
deleting
calculated members, measures,
sets 42, 93
local Briefing Book folders 81
local Briefing Books 82
Shared Items 93
dependencies among Shared Items 93
descendants
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defined 121
explained 110
Desktop Professional
defined 125
starting 12
details of the ProClarity Professional screen 16
dimension tree
defined 121
in the Dimensions Tool 26
dimensions
arranging selected items 28
defined 121
explained 10, 107
pivoting rows/columns 52
selecting items from 25, 75
show or hide 31
Dimensions Tool
arranging the layout 28
creating new members 39
creating sets 36
defined 121
displaying 25, 28
Find feature (Search tab) 29
layout pane 28
selecting items 27
selection pane 27
downloads from Analytics Server 98
drill through
See Drill to Detail
Drill to Detail
and calculated measures 38
copying the list 52
defined 121
exporting the list to Excel 52
purpose 51
using 51
drilling down
defined 121
on a chart or grid 47, 48
purpose 46
drilling up
defined 122
on a chart or grid 50
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purpose 48
E
editing
a published Briefing Book 90
Briefing Book pages 82
calculated members, measures, or
sets 42
Shared Items 94
Shared sets using ProClarity Selector 94
eliminating
data in a chart or grid (Hide feature) 50
Excel
exporting a Drill to Detail list to 52
exporting a view to 83
exception highlighting
defined 122
execute
See apply changes
expanding
data in a chart or grid (Expand
feature) 50
defined 122
Export to Business Reporter 83
Export to Excel 83
Export to Outlook 82
Export to PowerPoint 84
F
feature availability
for publishing 88
in the application 1
files
organizing published 92
publishing 91, 92
retrieving published 91
security for published 94
filtering
and pivoting a view 63
and ProClarity Selector 58
defined 122
dimensions 31
empty rows or columns 56
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finding
folders
rows based on columns, explained 57
turning off 56
turning on 55
dimension members 29
creating for Briefing Book pages 81
creating for published Briefing Books 90
Forward button 22
G
Getting Started Guide, about 1
graph
See chart
See Decomposition Tree
See grid
See Perspective
grid
displaying 46
grids
customizing 53
displaying 46
filtering data 55
sorting data 59
H
hardware
requirements
for
application
installation 97
help, accessing 6
hide
defined 122
dimensions 31
empty rows or columns 56
specified items from a view 50
hierarchy
defined 122
explained 10, 109
home page 21
I
installing
Desktop Professional
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custom setup 104
Web Professional 98
Internet Explorer view 78
isolating
data in a chart or grid (Show Only
feature) 50
K
keep only specified items in a view (Show
Only) 50
KPI Designer
See ProClarity KPI Designer
L
layout pane 28
legend
display for a Perspective view 78
specifying the position for a Perspective
view 78
level
defined 123
libraries
creating new 89, 93
security 94
links
organizing published 92
publishing 92
security for published 94
to Actions 53
list
Briefing Book pages 80
My Views 21
local cubes
connecting to 15
defined 123
locked Briefing Books 89, 90
log in to Analytics Server 87
M
manage published items 92
MDX Editor, using
to create a new member or measure 41
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to create sets 37
MDX, defined 123
measures
arranging 28
creating 39
defined 123
explained 10, 107
publishing calculated 93
selecting 76, 77
types in the New Measure Wizard 40
members
arranging 28
changing names 33
creating 39
defined 123
explained 10, 107
publishing calculated 93
selecting 27, 75
modeling
and calculated measures 38
defined 123
moving
among views 22
local Briefing Book pages into folders 81
multidimensional analysis
defined 123
explained 107
My Items
defined 124
explained 43
measures placed into 41
members placed into 39, 41
publishing 93
sets placed into 36
My Views
accessing 11, 22
defined 124
home page from 21
local or server 20
saving 20
N
named sets
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See sets
navigation features 50
Netscape 100
new features in this version 3
new library, creating 89, 93
new measures
creating 39
types available from the New Measure
Wizard 40
new members
creating 39
O
OLAP
defined 124
explained 107
servers
connecting 15
OLE DB Provider for OLAP Services 124
opening
cubes 12, 13, 14
local Briefing Books 80
published Briefing Books (retrieving) 89
operating
systems
for
ProClarity
Professional 97
organizing
Briefing Book pages 81
published Briefing Books, files, and
links 92
Outlook, export a Briefing Book to 82
P
Page Items
copying to My Items 43
defined 124
explained 43
members, measures, or sets placed
into 43
publishing 93
Pareto chart
See also Decomposition Tree
peer groupings
explained 61
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preserving when sorting 59, 61
Performance Map
about 69
customizing 73
setup pane 70
working with 72
period value 18
Perspective view
creating 75
customizing 77
defined 124
example information 74
purpose 73
working with 77
pivoting
affect on sorting or filtering 63
defined 124
dimensions 52
PowerPoint, exporting a Briefing Book to 84
printing
slices 82
views and Briefing Books 82
ProClarity Analytics Server
connecting to 11, 87
Contents screen 11
publishing a file to 91, 92
publishing a link in 92
publishing Briefing Books to 89
purpose 87
retrieving Briefing Books from 89
security for published items 94
ProClarity Business Reporter for Excel 83
ProClarity Desktop Professional
starting 12
system requirements 97
ProClarity KPI Designer
creating new members or measures
with 40
editing with 94
ProClarity product support 6
ProClarity Professional
screen details 16
system requirements 97
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ProClarity Selector
and filtering 58
editing with 94
ProClarity Web Professional
installing (downloading) 98
screen details 16
starting 11
system requirements 97
ProClarity Web Standard 126
product support 6
published items
security 94
publishing
a file 91, 92
and feature availability 88
Briefing Books 89
links 92
members, measures, and sets 93
Q
quadrant analysis 73
queries
automatically run 28
defined 126
R
Reader rights
See also security
readme file
See Release Notes
records retrieved in a Drill to Detail
copying 52
exporting to Excel 52
refresh views
See apply changes
registering Desktop Professional 105
relevant data
arranging to affect comparisons 111
remove
a combined value for Background
selections 31
all but selected items from a view (Show
Only) 50
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filters 56
selected items from a view (Hide) 50
slicers 30
sorting 59
renaming
Briefing Books 81
calculated members, measures, or
sets 42, 93
Shared Items 93
retrieving
a published Briefing Book 89
a published file 91
roles
defined 126
explained 95
rolling period value 18
Rows 28, 52
run queries 28
S
saving views
in My Views 20
See also publishing
screen details 16
search tab
find members 29
security
assigning for published items 94
defined 126
roles explained 95
selecting
Background items 27, 30, 31, 115
selection pane 27
series
defined 126
servers
Analytics Server
connect to OLAP 15
sets
creating 36
using the Dimensions Tool 36
using the MDX Editor 37
defined 126
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deleting 42, 93
editing 42
explained 35
publishing 93
renaming 42, 93
See also My Items
See also Page Items
See also Shared Items
setup pane (Performance Map) 70
Shared Items
and dependency issues 93
copying to My Items 43
defined 127
editing 94
explained 43
members, measures, or sets placed
into 43, 93
renaming or deleting 93
sharing
calculated members, measures, or
sets 93
See also publishing
show
dimensions 31
show a combined value 31
Show Only
defined 127
specified data in a view 50
Show/Hide Dimensions 31
Slicers
and printing 82
creating 30
defined 127
explained 30–31
removing 30
sorting
and pivoting a view 63
and using peer groupings
explained 61
purpose 59
rows by columns, explained 60
turning off 59
split screen view 46
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spreadsheet
See grid
starting
ProClarity Desktop Professional 12
subcategories
See members
support 6
system requirements 97
T
technical support 6
U
unlocking locked Briefing Books 89, 90
user-defined items
See calculated measures
See calculated members
See sets
V
view types
chart 45
Decomposition Tree 65
grid 46
Internet Explorer view 78
Performance Map 69
Perspective view
resetting to defaults 22
selecting a default opening type 16
views, moving among 22
W
Web page, displaying in a view 78
Web Professional
defined 126
installing (downloading) 98
Web Standard
See ProClarity Web Standard
Welcome
screen
options
for
Professional 13
what’s new 3
What’s This help, accessing 6
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Desktop
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wizards
Ad Hoc Query 18
Create New Indicator (KPI Designer) 40
Export to Outlook 83, 84
Perspective 75
Y
year-to-date value 18
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END-USER LICENSE AGREEMENT FOR
PROCLARITY ANALYTICS SERVER PRODUCT
FAMILY
ProClarity Corporation
IMPORTANT-READ CAREFULLY: This ProClarity
Corporation ("ProClarity") End-User License Agreement
("EULA") is a legal agreement between you (either an
individual or a single entity) and ProClarity for the
software product(s) specified in the printed copy of this
EULA, which includes computer software and
associated media and printed materials, and may
include "online" or electronic documentation
("SOFTWARE PRODUCT" or "SOFTWARE"). By
installing, copying, or otherwise using the SOFTWARE
PRODUCT, you agree to be bound by the terms of this
EULA. IF YOU DO NOT AGREE TO THE TERMS OF THIS
EULA, PROMPTLY RETURN THE UNUSED SOFTWARE
PRODUCT TO THE PLACE FROM WHICH YOU OBTAINED
IT FOR A FULL REFUND.
Software Product License
The SOFTWARE PRODUCT is protected by copyright
laws and international copyright treaties, as well as
other intellectual property laws and treaties. The
SOFTWARE PRODUCT is licensed, not sold.
1. GRANT OF LICENSE.
This EULA grants you the following rights:
•
Systems software. Unless otherwise indicated on
the printed copy of this EULA, you may install and
use one copy of the SOFTWARE PRODUCT on a
single computer.
•
Named User. If the SOFTWARE PRODUCT is
licensed on a Named User basis, the SOFTWARE
PRODUCT may be used only by a named user. The
named user may install the SOFTWARE PRODUCT
on more than one computer (e.g., desktop,
portable or home computer), provided only one
copy of the SOFTWARE PRODUCT is in use by the
named user at any given time.
•
Named Developer. If the SOFTWARE PRODUCT is
licensed on a Named Developer basis, the
SOFTWARE PRODUCT may be used only by the
Named Developer designated in the printed copy
of this EULA.
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GettingStartedGuide.book Page 146 Monday, September 27, 2004 4:26 PM
146 |
•
Storage/Network Use. You may also store or
install a copy of the SOFTWARE PRODUCT on a
storage device, such as a network server, used
only to install or run the SOFTWARE PRODUCT on
your other computers over an internal network;
however, you must acquire and dedicate a license
for each separate computer on which the
SOFTWARE PRODUCT is installed or run from the
storage device. A license for the SOFTWARE
PRODUCT may not be shared or used concurrently
on different computers.
•
License Pak. If you have acquired this EULA as
part of a ProClarity License Pak, you may make
the number of additional copies of the computer
software portion of the SOFTWARE PRODUCT,
and/or permit local or remote access to the
functionality of the SOFTWARE PRODUCT by that
number of uniquely identified users, authorized on
the printed copy of this EULA, and you may use
each copy in the manner specified herein.
•
Concurrent Use. If the SOFTWARE PRODUCT is
licensed on a Concurrent User basis, you are
authorized to use the SOFTWARE PRODUCT
simultaneously in accordance with the limited
number of computers specified in the printed copy
of this EULA. If the SOFTWARE PRODUCT is
installed on a local area, wide area, or other
network, it can be accessed simultaneously by
more than one computer, provided the SOFTWARE
PRODUCT is not running on more than the
specified number of computers at any time. For
example, if you purchase a 20-user concurrent
license for the SOFTWARE PRODUCT, and you
have a network with 100 computers, the software
can be accessed on any of the 100 computers, as
long as it is run only on up to 20 at once. You can
run it on a different combination of up to 20
computers from time to time, as long as the
number of concurrent users at any given time
never exceeds 20.
2. DESCRIPTION OF OTHER RIGHTS AND
LIMITATIONS.
•
Limitations on Reverse Engineering,
Decompilation, and Disassembly. You may not
reverse engineer, decompile, or disassemble the
SOFTWARE PRODUCT, except and only to the
extent that such activity is expressly permitted by
applicable law notwithstanding this limitation.
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GettingStartedGuide.book Page 147 Monday, September 27, 2004 4:26 PM
| 147
•
Separation of components. The SOFTWARE
PRODUCT is licensed as a single product. Its
component parts may not be separated for use on
more than one computer.
•
Use Restriction. You may not commercially host,
rent, or lease the SOFTWARE PRODUCT, or
otherwise provide fee-based use of, or access to
any functionality of, the SOFTWARE PRODUCT.
•
Software Transfer. You may not transfer any of
your rights under this EULA without the prior
written consent of ProClarity, which may be
withheld by ProClarity, in its sole discretion, for
any reason.
•
Termination. Without prejudice to any other
rights, ProClarity may terminate this EULA if you
fail to comply with the terms and conditions of the
EULA. In such an event, you must destroy all
copies of the SOFTWARE PRODUCT and all of its
component parts.
3. UPGRADES.
If the SOFTWARE PRODUCT is an upgrade from another
product, whether from ProClarity or another supplier,
you may use or transfer the SOFTWARE PRODUCT only
in conjunction with that upgraded product, unless you
destroy the upgraded product. If the SOFTWARE
PRODUCT is an upgrade of a ProClarity product, you
now may use that upgraded product only in accordance
with this EULA. If the SOFTWARE PRODUCT is an
upgrade of a component of a package of software
programs that you licensed as a single product, the
SOFTWARE PRODUCT may be used and transferred
only as part of that single product package and may
not be separated for use on more than one computer.
4. INTELLECTUAL PROPERTY OWNERSHIP.
All right, title and interest in and to the SOFTWARE
PRODUCT (including but not limited to any images,
text, and documentation incorporated into the
SOFTWARE PRODUCT), the accompanying printed
materials, and any and all copies of the SOFTWARE
PRODUCT, are owned by ProClarity or its suppliers. The
SOFTWARE PRODUCT includes valuable trade secrets
and patented technology of ProClarity (U.S. Pat. No.
6,167,396). The SOFTWARE PRODUCT is protected by
copyright laws and international treaty provisions.
Copyright (c) 1999-2003 ProClarity Corporation. All
rights reserved. Therefore, you must treat the
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148 |
SOFTWARE PRODUCT like any other copyrighted
material except that you may either (a) make one copy
of the SOFTWARE PRODUCT solely for backup or
archival purposes, or (b) install the SOFTWARE
PRODUCT on a single computer provided you keep the
original solely for backup or archival purposes. You
may not copy the printed materials accompanying the
SOFTWARE PRODUCT.
5. U.S. GOVERNMENT RESTRICTED RIGHTS.
The SOFTWARE PRODUCT and documentation are
provided with RESTRICTED RIGHTS. Use, duplication,
or disclosure by the Government is subject to
restrictions as set forth in subparagraph (c)(1)(ii) of
the Rights in Technical Data Computer Software clause
at DFARS 252.227-7013 or subparagraphs (c)(1) and
(2) of the Commercial Computer Software-Restricted
rights at 48 CFR 52.227-19, as applicable.
Manufacturer is ProClarity Corporation/P.O. Box 8064/
Boise, ID 83707.
6. EXPORT CONTROLS.
You agree not to, directly or indirectly, export or reexport the SOFTWARE PRODUCT without the
appropriate United States or foreign government
licenses. The SOFTWARE PRODUCT is specifically
subject to the U.S. Export Administration Regulations.
MISCELLANEOUS
If you acquired this product in the United States, this
EULA is governed by the laws of the State of Idaho.
If this product was acquired outside the United States,
then local law may apply.
Should you have any questions concerning this EULA,
or if you desire to contact ProClarity for any reason,
please contact the ProClarity subsidiary serving your
country, or write: ProClarity Corporation Sales
Information Center/ P.O. Box 8064/Boise, ID 83707.
LIMITED WARRANTY
LIMITED WARRANTY. ProClarity warrants that (a) the
SOFTWARE PRODUCTS will perform substantially in
accordance with the accompanying written materials
for a period of ninety (90) days from the date of
receipt, and (b) the media containing the SOFTWARE
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PRODUCT will be free from defects in materials and
workmanship under normal use and service for a period
of one (1) year from the date of receipt. Some states
and jurisdictions do not allow limitations on warranty,
so the above limitation may not apply to you.
CUSTOMER REMEDIES. ProClarity's and its suppliers'
sole and exclusive obligation, and your exclusive
remedy in the event of a breach of the terms of this
Limited Warranty, shall be, at ProClarity's option, either
(a) refund of the license fee paid, or (b) repair or
replacement of nonconforming SOFTWARE PRODUCTS
accompanied by a copy of your receipt. This Limited
Warranty is void if failure of the SOFTWARE PRODUCT
or media has resulted from accident, abuse,
modification, or misapplication. Any replacement
SOFTWARE PRODUCT or media will be warranted for
the remainder of the original warranty period or thirty
(30) days, whichever is longer. Outside the United
States, neither these remedies nor any product support
services offered by ProClarity are available without
proof of purchase from an authorized international
source.
NO OTHER WARRANTIES. TO THE MAXIMUM EXTENT
PERMITTED BY APPLICABLE LAW, PROCLARITY AND
ITS SUPPLIERS DISCLAIM ALL OTHER WARRANTIES,
EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT
LIMITED TO, IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE, WITH REGARD TO THE SOFTWARE
PRODUCT. TO THE EXTENT THAT PROCLARITY’S
DISCLAIMER IS INEFFECTIVE AND/OR
UNENFORCEABLE UNDER APPLICABLE LAW, ANY
IMPLIED WARRANTIES ON THE SOFTWARE PRODUCT
AND MEDIA ARE LIMITED TO NINETY (90) DAYS AND
ONE (1) YEAR RESPECTIVELY. THIS LIMITED
WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU
MAY HAVE OTHERS, WHICH VARY FROM STATE/
JURISDICTION TO STATE/JURISDICTION.
NO LIABILITY FOR CONSEQUENTIAL DAMAGES. TO
THE MAXIMUM EXTENT PERMITTED BY APPLICABLE
LAW, IN NO EVENT SHALL PROCLARITY OR ITS
SUPPLIERS BE LIABLE FOR ANY SPECIAL, INCIDENTAL,
INDIRECT, OR CONSEQUENTIAL DAMAGES
WHATSOEVER (INCLUDING, WITHOUT LIMITATION,
DAMAGES FOR LOSS OF BUSINESS PROFITS,
BUSINESS INTERRUPTION, LOSS OF BUSINESS
INFORMATION, OR ANY OTHER PECUNIARY LOSS)
ARISING OUT OF THE USE OF OR INABILITY TO USE
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THE SOFTWARE PRODUCT, EVEN IF PROCLARITY HAS
BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. BECAUSE SOME STATES AND
JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR
LIMITATIONS OF LIABILITY FOR CONSEQUENTIAL OR
INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY
NOT APPLY TO YOU.
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