This guide also applies to on-premises implementations

5Analytics Customization

This chapter contains the following:

Creating and Editing Analytics: Highlights

Edit and create custom analytics to provide ad hoc reporting on your transactional data. The predefined analyses and dashboards help answer many of your business questions, but you can also create your own to meet custom requirements.

This table gives a just a few examples of creating or editing analytics.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include the account name, ID, and address in a new analysis, and add sorting on the ID column.

Create a view

A predefined analysis has a bar graph. You save a custom version of this analysis with a table view and add it below the graph.

Create a view selector

You later decide that you want to toggle between viewing a table and a graph. You add a view selector that includes the table and graph views.

Edit a dashboard prompt

A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replace Start Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report to view both together.

Tip: A wizard in the Reports and Analytics pane is available to help you create or edit analyses.

Data Source Customization

Administrators can customize the business intelligence (BI) repository to determine the columns available for you to use.

Analyses

Creating and Editing Analyses Using a Wizard: Procedure

You can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you all available features, you can still use it to make typical changes, for example adding views or filters. For other tasks, such as creating dashboards or deleting analyses, use the advanced business intelligence features.

Creating an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Create and select Analysis.

  3. Select the subject area that has the columns you want for your analysis.

  4. Optionally, add more subject areas or remove any that you no longer need.

  5. Select the columns to include, set options for each column, and click Next.

  6. Optionally, enter a title to appear at the top of the analysis, above the analysis name that you enter in the last step.

  7. Select the type of table or graph to include, specify the layout of the views, and click Next.

    Note: At any point after this step, you can click Finish to go to the last step, to save your analysis.
  8. Optionally, set more options for the table or graph, and click Next.

  9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

  10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts over a certain threshold in red. Click Next.

  11. Enter the name of your analysis and select a folder to save it in.

  12. Click Submit.

Editing an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics if available in other work areas where you can find the analysis.

  2. Select your analysis in the pane and click Edit.

  3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed.

  4. To update an existing analysis, select the same name in the same folder. To save this analysis as a new copy, either name it with a new name or save it in a new folder.

  5. Click Submit.

Creating and Editing Analyses with Advanced Features: Procedure

Even though you can use a wizard to create or edit analyses, you might have to use advanced features for complicated analyses or specific requirements. For example, you can create view selectors so that users can toggle between views within an analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the business intelligence catalog.

Creating or Editing an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click the Browse Catalog button.

  3. Click the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area.

    Or, select your analysis in the Folders pane and click Edit.

  4. Use the tabs as described in this table.

    Tab Task

    Criteria

    Select and define the columns to include.

    Add filters.

    Results

    Add views and set options for results.

    Prompts

    Define prompts to filter all views in the analysis.

    Advanced

    View or update the XML code and logical SQL statement that the analysis generates.

    Set options related to query performance.

  5. Save your analysis.

Performing Other Actions on an Analysis

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas where you can find the analysis.

  2. Select your analysis in the pane and click More.

  3. Click More for your analysis and select the desired action, for example Delete or Copy.

Dashboards

Creating and Editing Dashboards: Procedure

You can create and edit dashboards to determine their content and layout. In addition to objects in the business intelligence (BI) catalog, such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Creating a Dashboard

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas.

  2. Click Browse Catalog.

  3. Click New and select Dashboard under Analysis and Interactive Reporting.

  4. Enter the dashboard's name and description, and select a folder to save in.

  5. With the Add content now option selected, click OK.

  6. Optionally, add more pages, or tabs, within the dashboard.

  7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to a page.

  8. Click Save.

Note: The first dashboard page is saved with the page 1 name by default. To rename this page:
  1. Click the Catalog link.

  2. In the Folders pane, select your dashboard.

  3. For page 1, click More and select Rename.

  4. Enter the new name and click OK.

Editing a Dashboard

  1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in other work areas where you can find the dashboard.

  2. Select your dashboard in the pane and click More.

  3. Click Edit.

  4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for example:

    • Remove content from the dashboard.

    • Drag and drop within a page to move content around.

    • Change the layout of a page.

Copying a Purchasing Dashboard: Worked Example

This example demonstrates how to copy a predefined business intelligence dashboard so that you can customize the copy and not the original.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which predefined dashboard are you copying?

Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order

Is the copied version for yourself only or to be shared among multiple users?

Shared

Make a copy of the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard and all its contents, including its analysis and prompt, and place them in the appropriate folders under Shared Folders - Custom. Edit the copied dashboard so that it contains the copied analysis and prompt.

Copying the Dashboard

  1. Navigate to the Reports and Analytics work area (Navigator - Tools - Reports and Analytics).

  2. Go to Shared Folders - Procurement - Purchasing - Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order - page 1, and click the More link.

  3. In the Folders pane, select the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard folder.

  4. Click the Copy icon in the toolbar.

  5. In the Folders pane, go to Shared Folders - Custom - Procurement.

  6. In the toolbar, click the New icon and select Folder.

  7. Enter Purchasing in the Name field and click the OK button.

  8. Click the Paste icon in the toolbar to create a copy of the dashboard selected earlier.

Copying the Prompt and Analysis

  1. With the Purchasing folder still open, in the toolbar of the Folders pane, click the New icon and select Folder.

  2. Enter Prompts in the Name field and click the OK button.

  3. Create another folder with the name Report Components.

  4. In the Folders pane, go to Shared Folders - Procurement - Purchasing, and select the Prompts folder.

  5. For the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard prompt, click the More link and select Copy.

  6. In the Folders pane, select Shared Folders - Custom - Procurement - Purchasing - Prompts, and click the Paste icon in the toolbar.

  7. In the Folders pane, go to Shared Folders - Procurement - Purchasing, and select the Report Components folder.

  8. For the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order analysis, click the More link and select Copy.

  9. In the Folders pane, select Shared Folders - Custom - Procurement - Purchasing - Report Components, and click the Paste icon in the toolbar.

Editing the Copied Dashboard

  1. In the Folders pane, go to Shared Folders - Custom - Procurement - Purchasing - Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order.

  2. Select the copied dashboard that you wish to customize and click the Edit link.

  3. The Catalog page opens with your dashboard. Click the Edit link for your dashboard.

  4. If you make changes, click the Save icon, otherwise just close the page to return to the Reports and Analytics page.

Adding a Purchasing Analysis to the Welcome Dashboard: Worked Example

This example shows how to add an analysis to the Welcome dashboard. This dashboard is a page in the application, not a dashboard in the business intelligence (BI) catalog.

You can add analyses to any desktop page that you're able to personalize. The analysis will show up on that page only for you, not anyone else.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add?

Top 10 Suppliers by Open Purchase Order Count and Buyer

Ensure that the analysis isn't querying against a large volume of records. If it is, then the dashboard can take a long time to open after you add the analysis.

Do you want to change the layout of the page?

Yes, to a two-column layout that is wider on the right side.

The one- or two-column layout gives enough space to properly display analyses.

Do you want all or only one view of the analysis?

All views.

Steps

  1. Navigate to the Welcome dashboard.

  2. Click your name in the global area and select Edit Current Page.

  3. Click Change Layout and select Two columns, narrow left.

  4. Click Add Content for the narrow column.

    The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

  5. Click through the folders in the catalog until you see the name of the desired analysis. Start with Reports and Analytics.

  6. Click BIPresentationServer.

  7. Click Shared Folders.

  8. Click Procurement.

  9. Click Purchasing.

  10. Click Transactional Analysis Samples.

  11. Scroll down to "Top 10 Suppliers by Open Purchase Order Count and Buyer" and click Add to include all views of the analysis.

    If you instead click Open or Top 10 Suppliers by Open Purchase Order Count and Buyer, you can select a specific view to add.

  12. Click Close after you see the analysis added to the top of the column on the dashboard.

  13. Click Save and then Close.