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February 11-13 Raleigh, NC

February 11-13 Raleigh, NC - Entrinsik · For Run-time reports only ... CONFIGURING VISUALs (Series) Series • Create multiple series to compare different aggregates ... drastically

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Text of February 11-13 Raleigh, NC - Entrinsik · For Run-time reports only ... CONFIGURING VISUALs...

  • February 11-13

    Raleigh, NC

  • Introduction to Informer 5

    Pre Conference Training

  • Welcome to Informer 5

  • New Concept in Informer 5 - Dataset

    Can I use Ad-hoc queries?

    ➢Of course you can

    ➢For Run-time reports only

    ➢Dashboards/Comparison boards are not built from ad-hoc queries

    ➢You can schedule ad-hoc queries

    ➢Imported Informer 4 reports come in as ad-hoc queries in Informer 5

    Advantages of using Datasets?

    ➢Performance on the database

    ➢One Source of Truth

    ➢Over select data to use for multiple Reports

    ➢Use to feed data into Dashboards/Comparison boards

  • Let’s Get Started

  • Home Page Navigation

    • Newsfeed - Allows users see the

    actions taken with objects they

    own.

    • Pins - Informer allows users to

    customize their front page by

    pinning Reports and dashboards to

    it.

    • Overall search to find Datasources, Mappings, Datasets, or

    Reports

    • User Profile – Set up personal preferences

    • Navigation – Use to move between objects in Informer

  • Datasets

    • All Items- All Datasets user

    have access to

    • Folders – Datasets can only

    belong to one folder

    • Personal – Datasets created

    by user that is logged in

    • Datasources- will list all

    Datasources and associated

    Datasets

    • Tags- a Dataset can have

    more than one tag

  • Datasets (Continued)

    Data

    Pivot Table

    Discover

    Visuals

    Sharing

    Jobs

    Comments

    Settings

    3 Dots = Actions

  • Column Edit Options• Format – Change formatting of Column

    • Hide – hide column from results screen

    • Remove – remove column from Dataset

    • Change Field Alias- alias’ are used in calculated columns and powerscripts to reference

    those columns. Changing the field alias gives is a more user friendly name.

    • Group- group by field (Date fields will give you options to group by Year, Month, Date,

    etc.)

    • Aggregates – Aggregate that column to create Totals, Max, Min or Count

    • Change Data Type

    • Date/Time Format – change the date/time format

    • Move – move columns in the Dataset

    • Sort – sort by column

    • Pin – Pin column to the right or left to allow scrolling other columns and leaving

    column pinned

    • Show Field Alias – displays the field alias below column header

    • Remove Hidden Fields – you can remove hidden fields completely from dataset display

    (they will not show up greyed out)

    • Manage Fields – Gives you a view of all fields in dataset and allows you to change

    column name, field alias and data types

  • Edit Datasets – Adding fields

    When adding data fields, users

    can create links that do not

    exist in the mappings. Only

    users with certain roles will

    have access to build links from

    this page.

    • Click the + sign next to Fields to Add fields to Dataset

    • It shows the table you started the dataset with in addition to all links tables. Click on the name of

    table to get fields from that table. Use the search to help find fields

    • Use the magnifying glass (sample) to view data in that field

  • Edit Datasets – Managing fields

    ➢ View Code – Gives you the SQL/U2 code for the query

    ➢ Remove all Fields – Removes all fields at once from the dataset

    ➢ Manage Fields – allows you to change column name, alias and data

    type in bulk or delete multiple fields at a time

    ➢ Remove all flow steps – Removes all flow steps from the dataset

    ➢ Clear Field Settings – if you have made any changes to the format of

    the columns, this will set them back

  • Edit Datasets - Criteria

    Type of Criteria

    • Field – Use this if you are comparing a field value with another field value

    • Value – Enter in a static value –each time the Dataset runs, it will use this value in the query

    • Inputs – Use Inputs as a prompt value for the Dataset or as a prompt to use in a Power Script.

    • Datasets will be set to run on a Job, so the inputs will need to have a default value for Datasets to update

  • Edit Datasets – DATE Criteria

    • Click on ? to get a list of date keyword to use in criteria

    • Date keywords are case sensitive

    • Use date keywords to automate processes in

    conjunction with Jobs (For Example: You can refresh a

    dataset on the 1st of the month for the last 30 days)

  • ComPLEX criteria conditions

    • Use grouped criteria using Match One of to create an OR statement

    • Use a combination of conditions with static values and conditions with Inputs

    • Remember not to limit your Dataset too much as Informer 5 allows for post query filters

  • INPUTSInputs can be used in criteria as a prompt for the Dataset or it can be referenced in a calculated column or

    Power Script. Because most Datasets will be scheduled, there can be a default value set in the input. Below

    are the different types of inputs:

    ➢ Autosuggest- Informer will autosuggest the values based on values in that

    column in the Dataset

    ➢ Checkbox – creates a checkbox list of all values a specific column

    ➢ Chips – Entered values create chips instead of values separated by

    commas, semi-colons, lines, etc.

    ➢ Date picker – gives the user a calendar prompt to choose value for a date

    field

    ➢ Input box- Allows users to enter values separated by delimiters

    ➢ Number slider – create a number slider or the ability to choose the

    number for criteria

    ➢ Radio Buttons – just like checkboxes but radio buttons

    ➢ Select Dropdown- values will be available in a dropdown list

    ➢ Switch – Use for Boolean fields – True/False criteria

  • INPUTS - Used in Criteria (DISTINCT VALUES)

    • Using inputs in criteria allows you to have a prompt when running the Dataset or allows you to have a set

    default value for a scheduled Job

    • Create an Input by choosing Input in the criteria, then choose the type of input

    For Example: Choose Distinct Values and it will give you the choice of Multi value

    or Single value autosuggest or Checkboxes when it prompts. Distinct values brings

    back all values in that field so you may not want to use it for a field that has a lot of

    values.

  • INPUTS – Criteria (value label pairs)

    • Works similar to a code file – allows you to chose the Value Fields and the

    Label Field Name from the database

    • When running the query, it will prompt and autosuggest with the Value

    field(Customer) and the Label Field (CompanyName).

    • Both of these fields have to be from the same mapping.

    Using autosuggest will

    prompt as you type and

    checkbox will give you list

    of checkbox options

  • INPUTS – Used in criteria (Input box)• Allows you to enter in text values separated by the delimiter of your choice

    • Change the delimiter on the fly when you run the query

    • Set a default value – if you choose not to require the value and don’t enter a value at run-time it will run

    against the default

    • Allow multiple or single value entries

    Change the delimiter by

    clicking on the type (ex.

    comma)

  • INPUTS – Criteria (CHIPS)

    • Chips are similar to Input Box, however they create chips for each value you enter

    • You would not use this if you were copying and pasting values in a list of some sort

    • Hit Enter after each value

  • INPUTS – Criteria (Dropdown & Radio Buttons)

    Select Dropdown: Allows you to create your own code file so you don’t have to bring in all

    values in the field.

    Radio Buttons: Setup is the same but when running the query, you will see radio button

    options instead of autosuggesting the values

    You can choose how you want the

    values to display. In this example,

    you choose the label but it will

    run the query against the value.

  • Inputs values can also be used in a powerscript flowstep

    Inputs – Used in Powerscripts

    Go to Inputs and create the Input of your choice

    You can manually enter the input alias

    or you can click on the $ icon on the

    right side panel to add to the

    Powerscript.

  • When refreshing the dataset, you will need select Change Inputs to change the value. With Ad-Hoc

    queries, it will prompt you each time the query is run.

    Inputs – Used in Powerscripts

    When you run the query, it will

    prompt you for the value of the Input

    and then run it through the

    Powerscript and return the results

  • Flow Steps – Add Value to your Data• Use flow steps to add data to your Dataset that does not live in the

    database

    • Use flow steps to pull data from other data sources

    • Use flow steps to clean data, merge duplicates, and normalize multi-value

    data

    • Use flow steps to create calculations like percent of total or location

    coordinates

    • Using Powerscript allows you to create multiple calculated columns in

    one script and allows you to reference the new columns within the same

    script

  • Modifying Dataset with Filters

  • Post Query Filters

    3 Ways to Create Post Query Filters

    Use Drop Next to Column Header Start Typing Name of Column in Filter Click on + Filter to pick a field or a saved

    filter

  • Saving and Modifying Filters

    • Click on Actions (…) to bring up

    options to modify filter

    • Change Match all to any or none to

    change the filter

    • Click Configure to Exclude values

    Click on + to add more

    filters

    Click on Save As to

    save filters. This

    will merge multiple

    filters together

    Apply saved filters by selecting the plus and

    choosing the saved filter.

  • Actions and Exporting Data

    • Click 3 Dots to get to Actions

    • Assign Dataset to Tags or Move to Folders

    from here

    • Copy a Dataset

    • Delete a Dataset

    • Change Owner. When sharing a Dataset,

    you may change the owner to the team

    depending on who is allowed to edit.

    • Benchmark – helps identify why a query

    might be slow

    • Create a Data View Report- creates a Data

    View that is saved in the Reports area

    • Create a data access token –Lets you create

    an api token to allow access from external

    applications

    • Move to folder – moves dataset to folder

  • Pivot Tables

    Choose Rows Choose Columns Choose Aggregates 3 Dots = Actions

  • Discover

    Maximize Chart to full screen 3 Dots = Actions

    • The order you click the

    boxes changes how the

    data is displayed

    • Aggregate defaults to

    count

    • Defaults to top 10 values

    • Chart rendered depends

    on type of field chosen

    Actions

    • Download visual to

    PNG,HTML,JPG,SVG

    • Configure to change visual

    settings

    • Pin to Homepage to create

    customized user page

    Chart Type

    Group By

    Split By

    Stacking

    Add Filter

    Use the above icons to make changes to visuals without

    having to go into configuration

  • Configuring Visuals (Settings)

    • Select Dataset – Choose Dataset

    • Group By – Choose the field you want to group by

    • Sort Groups By – choose your sorting

    • Number of Groups – Defaults to 10, change to what you would

    like to see on the chart

    • Step – set the nth label – For example if you want the chart to

    show every other label set it to 2

    • Include Empty/Null items – defaults to not showing them

    • Split By – Create a second grouping and split by a second field

    • Number of sub-groups to show- set default split by grouping

    number

    • Zoom – set which axis you want to zoom in on

    • Stacking

    • Normal stacks the values to equal all totaled together

    splitting by groups.

    • Percent – creates a column of 100% and separates groups

    based on the percent it represents of the whole group

    • X-Axis Title – Name the X Axis

    SETTINGS

  • CONFIGURING VISUALs (Series)

    Series

    • Create multiple series to compare different aggregates

    • Per Group – totals amount per group set

    • Overall – Creates a line for aggregate to compare to other

    series

    • Literal – choose a literal value (ex. Goal) to compare against

    grouped value

    Values

    • Choose count or other delivered aggregate options(ex.

    Total, Average, Min, Max)

    • Choose Custom Expression in the Value field to create

    other calculated amounts that are not given as choices.

    Click question mark to give you examples.

    Axis

    • Add an additional axis if the numeric values for the series are

    drastically different making the charts not display values.

    Set Global Color Per

    Value

    Set Labels in

    Visuals

    Choose to have

    labels display in-

    line

  • Configuring Visuals (Axis and Legends)

    Associate the correct axis with the

    appropriate series

    • Choose whether to show legend or not

    • Float legend over chart

    • Set alignment for placement of the legend

    Axis 1 Axis 2

  • Configuring Visuals (Drilldowns)

    • Enable users to view data

    when drilling down

    • Enable users to drill down

    • Enable users to drill down on

    all fields

    • Enable users to drill down on

    selected fields

    • Users can choose to not

    enable view data but enable

    drill down for charting. In this

    case, they will only see the

    graphs but not the data

    In this example, we chose not to enable data

    view and choose specific fields to drill down on.

    You can see the option to drill down on data is

    not available.

  • Jobs

    If you click on Jobs from the Dataset, it will display all Jobs scheduled from that Dataset. For

    administration purposes, it gives you the status of the Jobs and which Datasets ran, failed, or are

    scheduled for the future

    Use Jobs to schedule Dataset refreshes or run Ad hoc queries. Add multiple actions to one Job to

    automate business processes.

  • Jobs

    To create a new Job, click

    NEW JOB

    To set your Dataset to refresh, add the

    Dataset, and ensure to have the Refresh on

    Job Run box checked

    To Add a filter to your Dataset inside the

    Job, click on the filter button, which will

    open the filter options at the top of the

    Dataset. This is useful if you want to

    send a filtered set of data via a scheduled

    email.

    Filter

  • Jobs (Sending Emails)

    Add Actions to a Job

    ➢ Add email to the To email

    addresses

    ➢ Addresses will auto populate with

    Informer users

    ➢ Change the From address

    ➢ Add attachments

    ➢ You can have more than one

    Dataset in a Job allowing for

    more than one attachment in an

    email

    ➢ Attach a static file

    ➢ Upload Zip files

    Click on the + to add aggregates to email

    Customize Email Text with aggregates

  • Jobs (Sending Burst emails)Add a Burst Email Action

    • Choose the email field to burst the data on

    • Email can be a data field in the database or a calculated

    column created in Informer

    • Change From address from default

    • Choose attachment of ‘User data only’ to separate

    rows of data based on email address value

    • Users can attach both User data and All data

    • Modify email text with formatting options

    • Add aggregate totals to email text if preferred

  • Jobs (FTP and SEND to FILE)

    Enter FTP Settings to upload to FTP

    Informer needs access to the FTP site

    or network drive

    Send to File system by entering

    directory path

  • Settings to Enhance Jobs

    ➢ Append to a Dataset –adds data to Dataset each time it is refreshed – does not overwrite

    data – good for archiving

    ➢ Timestamp – add a timestamp column to Dataset to reflect date of refresh

    ➢ Set data buffer size

  • Reports (Dashboards)

    Add Saved Visuals Use Discover or create chart on the fly

  • Reports (comparison boards)

    ➢ Choose Dataset

    ➢ Choose Visuals

    ➢ Choose comparison

    ➢ Add as many visuals as

    you want

    ➢ Add as many

    comparisons as you

    want

    ➢ Add Filters to saved

    comparison board

    ➢ Add multiple Datasets

    to one comparison

    board

    Comparison boards allow you to have an extra way to slice and dice your data and show

    side by side comparisons. As an example, it is a great way to show year over year data.

  • Reports (Data View)

  • Users and Teams

    •Define ownership

    • Share content

    •Control access to sensitive information

  • Users and Teams

    Users

    • Two types

    • Normal

    • Super User = Administrator equivalent

    • Sources

    • Local

    • LDAP/Active Directory

    • Copied into Informer

    • SAML (SSO)

    • External (Plugin)

    Teams

    Functional grouping of users

    Sources

    Local

    LDAP/AD

    Copied into Informer

    External (plugin)

    Members have a role

  • Membership Roles

    Member

    Designer

    Data Wizard

    Publisher

    Admin

  • Roles

    Member

    • Consumers only

    • Cannot create new content

    • Can use Discover, Pivot Tables

    Designer

    • Create content from available Datasets

    • Upload spreadsheets as Datasets

    Data Wizard

    • Create Datasets from Datasources

    Publisher

    • Share Team-owned content

    • Edit Team-owned Datasets

    Admin

    • Manage Team Members

    • Create Datasources

    • Share Team-owned Datasources

  • Ownership & Sharing

    • Ownership• User or team can be owners

    • Team ownership adds credibility

    • User-owned = owner can modify owned content

    • Team-owned = Role defines who can modify

    • Sharing• Can only share to Teams

    • Role defines what User can do

    • Read-only

  • Sharing Datasources & Restricted Fields

    Sharing Datasources

    • Sharing controls access for creating Datasets and Ad-hoc Queries

    • Does not affect access to shared Datasets

    • Control who sees Restricted Fields

    Restricted Fields

    • Control access to sensitive data

    • Hides in query designer

    • Note: Does not remove from Dataset until refreshed by restricted Teams

  • Access to Restricted Fields

  • Mapping sets

    Define access to restricted fields in each set

    Logical grouping of Mappings

  • Sharing Datasets

    • Do not need access to underlying Datasource

    • View all records or a filtered subset

  • Thank you! Any Questions?