The Analytical module is a comprehensive data mining and analysis solution which allows turning raw data into useful information.
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Before starting to work with the Analytical module, make sure the access rights to
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Example: Retention Rate Diagram:
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User Interface
The section is an overview of the Analytical module interface, its commands and basic usage.
To get started, click the Analytical Module button on the Modules tab. The module becomes active from the Manage tab where you can start managing it.
On the left-hand side of the module window, you can find the Views panel from which you can get access to all the condition statements used for data mining. For more information, see Define Data Mining View.
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You can filter records to view only the data that you want to be displayed in a column. To do this:
Hover the mouse cursor over the header of the column in which you want to filter records.
Click the filter button
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to the right of the column header.
In the drop-down list, check the option by which to filter the column records:Hover the mouse cursor over the header of the column in which you want to filter records.
For more information on records filtering, see Filter Records.
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Next to the column header, click an arrow up
or an arrow down
indicating ascending and descending sort orders, accordingly.
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You can reorganize grid columns by moving columns so that they change the originalare in a different order than they were originally:
Select a column by clicking its header.
Hold down the left mouse button and drag the cursor to the column before which you want to place the selected column.
Drop the selected columncolumn when an insertion pointer appears.
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There is another way you can use to change the columns order. The option is available only within the framework of the report customization.
Right-click a column header you want to move.
In the menu, select Order and define the location of the column:
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Set Columns Width
You can adjust the column width that is up to your needs. To do this, proceed as described below:
Select the column that you want to change.
Drag the boundary of the selected column header.
Housekeeping
When first launched, the module does not contain any records. This section provides step-by-step instructions how to get everything setup.
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You can set up a view by creating a data mining query.
To do this, follow the steps below:
Go to the Setup ribbon tab > General Codes > Analytical Module > Data Mining Codes.
Click the New button on the ribbon to make the dialog appear:
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Enter a Code (mandatory field), a unique alpha-numeric APM code.
In the Text field, specify a code name and an alternative name, if needed, in the Alternative field.
In the Sort field, define the order number of a record (where 0 means the first record in the list). Besides, you can indicate a number for sorting layouts by the datamining view groups. For more information on datamining groups, see Define Data Mining View.
In the Is Passive field, specify whether the code is to be active or passive. Passive codes appear as disabled.
In the Options tab, set the SQL statement based on what you want the query to show. For example:
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PIN, NUMORGID, EMPLOYMENTSTARTDATE, EMPLOYMENTENDDATE fields are mandatory.Switch to the Fields Definition tab. Confirm the update of field definitions when you are prompted:
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On confirming, the fields used in the SQL statement are fetched to the Fields Definition tab. For more information on how to edit the Fields Definition grid, see Fields Definition.Click OK to save the changes.
As a result, a new data mining query code is added to the list of codes.
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You can define groups for combining the defined queries (identified as layouts).
To create a group, follow the steps below:
Go to the Setup ribbon tab > General Codes > Analytical Module > Data Mining View.
Click New on the ribbon to make the dialog appear:
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Enter a Code (mandatory field), a unique alpha-numeric APM code.
In the Sort field, define the order number of a record (where 0 means the first record in the list).
In the Is Passive field, specify whether the code is to be active or passive. Passive codes appear as disabled.
In the Security Code field, enter a number larger than 0 to define the permission levels to the record.
In the Text field, provide the name of the code and its alternative name, if needed, in the Alternative field.
In the Include Groups field, specify a Sort number defined in Data Mining Codes for a certain layout view. This allows storing layout views in different view groups.
In the Options tab, set the fields you want to display in the data mining view. For this, use the Add Column button to display an additional column and select a value for the column heading.
Click OK to save the changes.
As a result, a new data mining view code is added to the list of codes:
Once completed, click Close on the ribbon to exit the General Codes Data Mining View.
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To open a layout created in DataMining General Code, follow the steps below:
Switch to Analytical Module on the Manage tab.
Click New on the ribbon
or
Right-click anywhere in the working area and select New from the context menu.
The Create data mining layout dialog appears on the screen:
Within the dialog, from the Code drop-down list, select the layout you want to open.
In the Description box, enter a short description.
Click OK to confirm.
As a result, the selected layout appears in the Data Mining Views list:
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Double click the selected layout.
Click the Open button on the ribbon.
Right-click the selected layout and select Open from the menu.
As a result, the module shows the details of the selected layout, i.e. different fields with the help of which you can create a custom analysis report:
The layout has a drag-and-drop interface that allows you to create or edit your analysis reports using only the mouse.
Drag the field names to the various sections of the working area. The following sections are available:
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Source is a standard grid view containing all the field data defined in a query. This view offers numerous possibilities for data-processing, including the export to an external file. For more information, see Export.
Layout Tools
In this section, you will get to know about the tools intended for the report customization.
To print the current report, click Print in the Actions group and select one of the following commands:
Data Mining Grid Report to print the active report without any changes.
Printing Designer to format the active report before printing, i.e. change its view, formatting and style. For more information, see Format Report.
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The following options are available in the Format Report dialog:
On the View tab, you can define which data you want to hide/display in the printable copy of the report.
On the Behaviors tab, you can define whether you want to expand/reduce columns and rows for the printable copy of the report.
On the Formatting tab, you can define the formatting preferences for graphical elements which may be available in the report. For example, to present graphical elements in a textual form, modify checkbox style, make graphics background transparent or opaque.
On the Styles tab, first select Use Native Styles to enable the options allowing to customize the appearance of a printable copy:
Now, select a report element for which you want to make changes to color, font and/or background texture and choose to click one of the buttons, accordingly:
Font… to change the font family, style, size and font color.
Color… to change a background color.
Texture… to apply a background texture. Adding a texture enables the Clear button which allows removing a texture.
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The Analytical module allows you to convert the reports to various formats: HTML, XML, XLS.
On the Manage ribbon tab, click the Export button and select the file format into which you want to convert the file:
On selecting, the Save As… dialog enables you to specify the exact location of the file on your computer.
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In the Actions group, click the Pre-Filter button to make the Filter builder dialog appear.
Within the dialog, click Filter and select Add Condition. Combine filtering conditions using the AND/OR operators:
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Click OK to close the dialog and apply filtering in the layout or Apply to apply filtering without closing the dialog.
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Attention! Setting criteria for filtering is case-sensitive. |
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The customization settings apply to a user account.
Within the layout, you can change the location of some elements as well as choose whether you want to display/hide them. Based on the display form you are working in, different elements are available for customization.
Being in the Tabular layout view, click Customize on the ribbon and select one of the following options:
Totals Location allows defining the location of the Grand Total field, both for a column and a row.
Totals Visibility allows showing/hiding the totals for single values and for a variety of values.
Elements Visibility allows showing/hiding the grid elements.
Selection allows manipulating the selections.
For the Graphical layout view, you can customize the toolbox:
Toolbox allows you to show/hide a toolbox in a diagram.
Toolbox Position allows defining the location of a toolbox in a diagram.
If a toolbox is enabled, the Customize Chart button appears at the bottom or at the top of the diagram. Click the button to view the Customization pane where you can adjust the alignment and position of a diagram title and legend:
Graphics and diagrams
In the Graphical tab it is possible to get various graphics and diagrams, just click Graphical to the right:
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You can select the diagram type that suits you best:
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Here is a couple of examples how analytical view result can look in a diagram:
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