myfloridamarketplace
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MyFloridaMarketPlace. Analysis 2.0 Functional Overview. Agenda. Introduction Pivot Table Concept Analysis Data loads Creating Analytical Reports Exporting Reports Customizing the Dashboard Increasing Report Performance Common Performance-related Issues Training Materials. - PowerPoint PPT PresentationTRANSCRIPT
MyFloridaMarketPlace
Analysis 2.0 Functional Overview
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Agenda
Introduction
Pivot Table Concept
Analysis Data loads
Creating Analytical Reports
Exporting Reports
Customizing the Dashboard
Increasing Report Performance
Common Performance-related Issues
Training Materials
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Introduction – What is Analysis?
Analysis – reporting tool that provides insight into the State of Florida’s spending patterns
How much is the State of Florida spending?
Who is spending it and with whom?
What goods and services is the State of Florida buying?
Information needed to analyze spending data can come from several sources
Purchase Orders
Invoices
Requisitions
Master Agreements
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Introduction – Analysis Reporting Concepts
Fact – basic transaction data you are investigating
Data field – numerical data value that can be measured
Dimensions – details about the fact
Fact: Purchase Order
Data field: PO Spend (USD)
Dimensions:
Ordered Date
Supplier
Agency Name
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Introduction – Analysis Reporting Concepts
Dimensions can be further divided into levels
Hierarchies impose a structure on the levels of data within a dimension
Dimension: Ordered DateHierarchy 1: Calendar
Level 1: Calendar Year (2006, 2007…)
Level 2: Calendar Quarter (Q1, Q2…)
Level 3: Month
Level 4: Day
Hierarchy 2: Fiscal
Level 1: Fiscal Year (2006, 2007…)
Level 2: Fiscal Quarter (Q1, Q2…)
Level 3: Month
Level 4: Day
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Introduction – Analysis Reporting Concepts
Dimension: Ordered Date
Hierarchies: Fiscal and Calendar
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Introduction – Analysis Reporting Concepts
Data field – actual data value from a fact that is always a numerical value.
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Pivot Table Concept
Pivot table – spreadsheet-like structure consisting of page fields, row fields, column fields, and data fields
Data fields and line-level details
All dimensions can be added to the pivot table’s page, row, or column.
-- Page fields – filter other fields
-- Column fields – similar to columns on a spreadsheet
-- Row fields – similar to rows on a spreadsheet
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Introduction – Analysis Reporting Concepts
You can drill down into your data by clicking on the row or column headings on a pivot table. Any filters that are applied to the pivot table as you drill down into the data are displayed in Applied Filters. You can also use the Field Browser to drag page fields to the pivot table.
Page field
Row fieldData field
Column field
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Analysis Data Loads
Incremental data loads
Run daily after 6:00 PM
Analysis data is always 2 days behind
Decreased system performance during data loads
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Creating Analytical Reports
Step 1: On the Source Data page select the fact you want to investigate and the data fields associated with that data.
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Creating Analytical Reports
Step 2: On the Pivot Layout page lay out the pivot table by placing hierarchies into different areas of the pivot table (row, column, or page).
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Creating Analytical Reports
Step 3: On the Refine Data page refine the amount of data to investigate in the report. Click Done to view the report.
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Creating Analytical Reports
Step 4: The report will display with the layout that was chosen.
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Exporting Reports
Analysis reports can be exported to Microsoft Excel or to a CSV file
User can use Excel or another spreadsheet application for further investigation and presentation of the data.
Excel export limitations
Max of 64,000 rows of data
250 characters per cell
User must be logged in as an administrator on their desktop to export to Excel
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Exporting Reports
Step 1: To export a report open and run the report you want to export. From the Actions menu, choose Configure Export.
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Exporting Reports
Step 2: Choose the format for the export: Excel 2000 Template or CSV. Choose Custom to choose the specific data fields to export.
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Exporting Reports
Step 3: Select the data to include in the export. You can choose line level details for export at this point. Click Export Data.
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Exporting Reports
Step 4: The data will be exported to Excel and will appear in the Data sheet.
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Analysis Dashboard
The Analysis Dashboard provides links to different parts of the application, folders, and reports.
Navigation panel contains links to your frequently-used reports and to parts of Analysis.
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Customizing the Dashboard
Step 1: The Dashboard can be customized by adding tabs and items. Click the Customize button on the dashboard.
You can customize the content that appears in the left and right columns.
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Customizing the Dashboard: Adding New Tabs
Step 2: Click the Options button and choose Add New Tab.
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Customizing the Dashboard: Adding Items
Step 1: Adding Items to the tabs on your dashboard can help you better organize the content. Click the tab and then click the Customize button on the dashboard.
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Customizing the Dashboard: Adding Items
Step 2: The Add Content list will appear on the right of your dashboard showing what items can be added.
These are the items you can add to the dashboard.
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Customizing the Dashboard: Adding Items
Step 3: Drag and drop the item you want to add onto the current tab.
When you start to drag an item, a blue dashed line appears and moves as you position the item in the column; the item will be added below the line.
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Customizing the Dashboard: Adding Items
Step 4: On the next screen navigate to the item that you want to add and select it.
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Customizing the Dashboard: Adding Items
Step 5: Click Done to return to the dashboard.
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Increasing Reporting Performance
Drilling down – add dimensions as page fields and drill down to focus on a particular area
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Increasing Reporting Performance
Filtering – limit the dates and other data to reduce the amount of data displayed in the pivot table
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Increasing Reporting Performance
Running query in background – run a query in the background as you continue working
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Common Performance-related Issues
“I run a report and it doesn’t come up immediately”
System response time is dependent on the size of the data being queried and the speed of the user’s internet connection
Wait out the query
Run the query in the background
Filter the data
“I run a report and it times out”
Report query times out at 180 seconds or if more than 5,000 lines of data is returned
Run the query in the background
Filter the data
Export the data
“I run a report and not all the data is displayed”
Max of 201 rows for pivot table display
Export the data
Questions???