Component Solution Services REC02F Manual do Utilizador

Consulte online ou descarregue Manual do Utilizador para Gravadores de vídeo digitais (DVR) Component Solution Services REC02F. Brio Intelligence Tips and Tricks for Pivots, Charts and Reports Manual do Utilizador

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Copyright © Brio Software, Inc. 4980 Great America Parkway, Santa Clara, CA www.brio.com All rights reserved.
How’d You
Do That?
4
th
Edition
Brio Intelligence
Tips and Tricks
for
Pivots, Charts and Reports
Mark Ostroff
Principal Systems Consultant
Brio Software
Vista de página 0
1 2 3 4 5 6 ... 77 78

Resumo do Conteúdo

Página 1 - Do That?

Copyright © Brio Software, Inc. • 4980 Great America Parkway, Santa Clara, CA • www.brio.com • All rights reserved. How’d You Do That? 4th Ed

Página 2 - About the speaker

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 8 • Global Transformations Global data transformations are a special type of Comput

Página 3 - 1 Introduction

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 9 Specific Design Considerations When you finally get around to designing your chart

Página 4 - 2 Basic Concepts

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 10 For example, if you add the same fact a second time, you can right-click on the d

Página 5

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 11 • Using the full power of the SmartReports feature The SmartReports feature can

Página 6

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 12 A more personal way of sharing information, as well as getting people more involv

Página 7

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 13 Section Type: Query section Tip Name: Creating Read-Only Computed Items Purp

Página 8

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 14 (Creating Read-Only Computed Items continued) As shown in the previous screen shot,

Página 9 - Prepare Your Data

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 15 Section Type: Query section Tip Name: Date-Stamping a Query Purpose / Use:

Página 10

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 16 Section Type: Query section Tip Name: “What’s Not” Query Purpose / Use: To

Página 11

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 17 Section Type: Query section Tip Name: Controlling the Drill Path Purpose /

Página 12

Tips for Pivots, Charts and Reports Brio 2002 Copyright © Brio Software, Inc. • 4980 Great America Parkway, Santa Clara, CA • www.brio.com • All

Página 13 - Locking in the Knowledge

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 18 Section Type: Query section Tip Name: Creating Incremental Drilling Purpose

Página 14

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 19 (Creating Incremental Drilling continued) 3) To remove a topic item from the drill

Página 15

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 20 Section Type: Results or Table section Tip Name: Creating Fiscal Year based i

Página 16

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 21 (Creating Fiscal Year based information continued) 4) This sequence of steps will

Página 17

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 22 Section Type: Results or Table section Tip Name: Creating Range-based analysi

Página 18

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 23 Section Type: Results or Table section Tip Name: Creating multi-contingency g

Página 19

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 24 (Multi-contingency Grouping Columns continued) 1) In the Results section, add a ne

Página 20

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 25 Section Type: Results or Table section Tip Name: Analyzing “factless” data P

Página 21

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 26 Section Type: Results or Table section Tip Name: Count of Participants #1

Página 22

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 27 Section Type: Results or Table section Tip Name: Count of Participants #2

Página 23

Tips for Pivots, Charts and Reports Brio 2002 Copyright © 2002, Brio Software Page 1 1 Introduction These tips are designed to help you get the mo

Página 24

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 28 Section Type: Results or Table section Tip Name: Qualified Sub-Totals #1

Página 25

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 29 Section Type: Table section Tip Name: Qualified Sub-Totals #2 Display all

Página 26

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 30 Section Type: Results or Table section Tip Name: Percent of Region Purpose / U

Página 27

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 31 Section Type: Results or Table section Tip Name: Charting Missing Data Purpose

Página 28

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 32 Section Type: Table section Tip Name: Hiding columns from a Pivot or Chart P

Página 29

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 33 Section Type: Table section Tip Name: Top and Bottom N Analysis Purpose / Us

Página 30

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 34 (Top and Bottom N Analysis continued) 7) In the TopN Table section, double-click o

Página 31

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 35 Section Type: Chart section Tip Name: Baseline Comparison Chart (using a fixe

Página 32

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 36 Section Type: Chart section Tip Name: Baseline Comparison Chart (using values

Página 33

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 37 (Baseline Comparison Chart using values from the database continued) 5) In the ch

Página 34

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 2 2 Basic Concepts The idea behind this session is to provide you with more than jus

Página 35

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 38 Section Type: Chart section Tip Name: Baseline Comparison Chart (using averag

Página 36

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 39 (Baseline Comparison Chart using averages from the database continued) 5) Set the

Página 37

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 40 Section Type: Chart section Tip Name: Scatter Charts Purpose / Use: Some da

Página 38

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 41 Section Type: Chart section Tip Name: Best-Fit Charts Purpose / Use: One ty

Página 39

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 42 (Best Fit Charts continued) 4) In the Results section, create a computed item name

Página 40

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 43 Section Type: Chart section Tip Name: Spotlighting in a Chart Purpose / Use:

Página 41

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 44 Section Type: Chart section Tip Name: Portion within a Category Purpose / Us

Página 42

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 45 Section Type: Chart section Tip Name: Creating alternate sort order in a Char

Página 43

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 46 Section Type: Chart section Tip Name: Chart Design for Report Embedding Purp

Página 44

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 47 Section Type: Pivot section Tip Name: Adding textual annotations to a Pivot

Página 45

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 3 User Navigation Control How much control do you want your user to have in navigati

Página 46

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 48 Section Type: Pivot section Tip Name: Adding symbolic annotations to a Pivot

Página 47

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 49 Section Type: Pivot section Tip Name: Creating alternate sort order in a Pivo

Página 48

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 50 Section Type: Pivot section (yes, the pivot section) Tip Name: Demographic An

Página 49

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 51 Section Type: Pivot section Tip Name: Fact-based Delta Trends Purpose / Use:

Página 50

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 52 (Fact-based Delta Trends continued) The formula’s logic is as follows. If dollar am

Página 51

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 53 Section Type: Pivot section Tip Name: Dimension-based Delta Trends Purpose /

Página 52

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 54 Section Type: Pivot section Tip Name: Reporting the Break % of the Total Pur

Página 53

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 55 (Reporting the Break % of the Total continued) Your pivot should now look something

Página 54

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 56 Section Type: Pivot section Tip Name: Profit and Loss Reporting Purpose / Us

Página 55

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 57 Section Type: Report section Tip Name: Maintaining relative position Purpose

Página 56

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 4 Cross-row comparisons The set orientation of SQL makes it difficult to build logic

Página 57

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 58 Section Type: Report section Tip Name: Custom group summaries Purpose / Use:

Página 58

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 59 Section Type: Report section Tip Name: Multi-Line Column Reports (using table

Página 59

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 60 Section Type: Report section Tip Name: Multi-Line Column Reports (using field

Página 60

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 61 Section Type: Report section Tip Name: Multi-Line fields (using JavaScript co

Página 61

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 62 (Multi-Line fields using JavaScript codes for new line continued) 7) As before, ad

Página 62

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 63 Section Type: Report section Tip Name: Multi-Line fields (using word wrap for

Página 63

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 64 Section Type: Report section Tip Name: Full-Row Spotlighting Purpose / Use:

Página 64

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 65 (Full-Row Spotlighting continued) 7. In the group header associated with the “One”

Página 65

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 66 (Full-Row Spotlighting continued) 13. Use the Spotlighter to set the conditional f

Página 66

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 67 Section Type: Report section Tip Name: Context-Sensitive Charts / Pivots Pur

Página 67

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 5 Sometimes, however, you want to compare one consolidation with another. In these c

Página 68

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 68 Section Type: Report section Tip Name: Displaying multiple charts / pivots on

Página 69

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 69 Section Type: Report section Tip Name: Per-Portion Charts on 1 page Purpose

Página 70

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 70 Section Type: Report section Tip Name: Chart and Summary Data on 1 page Purp

Página 71

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 71 Section Type: Report section Tip Name: Multi-Line Bar Chart Purpose / Use:

Página 72

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 72 (Multi-Line Bar Chart continued) Note that the chart displays the data exactly as d

Página 73

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 73 Section Type: Report section (with an embedded pivot) Tip Name: Calendar-styl

Página 74

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 74 (Calendar-style Reports continued) 3) Create another Grouping Column called “Month

Página 75

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 75 (Calendar-style Reports continued) 6) Next, format the pivot for calendar-style d

Página 76

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 76 (Calendar-style Reports continued) 7) Finally, create a Report section to hold th

Página 77

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 6 Flattening the Chart Sometimes you can influence the data’s interpretation by the

Página 78

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 7 Why do you need a Table section? To code how many items get displayed, you need to

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