Intellicus Enterprise Reporting and Business Insights 18.1

Working with Smart View

0 views June 28, 2020 0

Overview of Smart View

Smart View is an intuitive browser-based interactive interface to visualize and analyze large amounts of data packaged in reports for the business users.

This document discusses how to visualize, design and save reports using the Smart View.

Smart View helps to generate reports by simply selecting the desired data source. It enables end users to perform desired operations on the report data on-the-fly. The operations include adding/removing grids, charts, matrices, maps and performing grouping, sorting, highlighting, predictive analytics, what-if analysis etc. on various visualizations.

Let us begin exploring a smart report under the Smart View.

Viewing Smart Reports

As a business end user, you can open an existing smart report by navigating to the Explorer and double-clicking a smart report. Double-clicking the report will open the report in the format it was accessed the last time. You can alternately right click the report (whose Report Format is ‘SMART’) and choose the Run Report option as shown in Figure 1.

Run Report option
Figure 1:Run Report option for an existing smart report

Once you run a report, you will get options to choose format and edit settings based on different formats. The report will get generated as per the format and settings you enter here. To view the report in Smart view format, select SMART from the drop down.

Report format settings
Figure 2: Report format settings

By Default, a report will open in the mode it was accessed the last time. Below image shows how a report appears in the View Mode.

Smart Report in View Mode
Figure 3: Smart Report in View Mode

When a smart report is opened in View Mode, you can do much more than just viewing the report.

While viewing a report you may want to see different visualizations like grid, chart, matrix or map in different ways.  All these can be done in the View mode. The following sections help you view your report output after applying certain visualizations.

The details on how to apply various functions like grouping, totaling, highlighting etc. over visualizations is covered in Designing Smart Reports section.

Interactive Grid

Smart View grid is representation of data in tabular format with a series of rows and columns. The grid format helps you to visually analyze and compare rows of data at a time. Data in the grid provides fast response for interactive reporting operations like searching, sizing of columns, re-positioning of columns. Let us now look at the effects of various operations as applied to a grid.

Hide/unhide a column

You can hide a column that is appearing on the report by following the below steps.

  1. Right-click the mouse anywhere on the column title. A list of columns appears.
  2. Uncheck the column(s) to hide.

Hide/unhide a column
Figure 4: Hiding/showing a column

The report will be refreshed automatically which will not have the column(s) that were hidden.

All the checked column(s) would show in the report.

Change column position on report

You can reposition a column already placed on the report as mentioned in below steps.

  1. Click and drag the mouse on the column header towards left or right side of the column to reposition.
  2. A black line appears where the column will be placed. Release the mouse key after reaching at the right place.
  3. The report will be refreshed with the field placed at the new location.

Change column position
Figure 5: Changing position of a column

Resize a column

You can resize a column already placed on the report. You can do the following to achieve this:

  1. Hover the mouse towards the left or right of the column header which you want to resize. Markers appear on left and right edge of the column.
  2. Drag the double-headed arrow to resize the column.
  3. Release the mouse key after required resizing is done.

Resize a column
Figure 6: Resizing a column

Report will be refreshed with new size of the column.

View Searching

You can enter field values (full or partial) in the text boxes below column names to see records matching the inline search criteria.

Searching View

Figure 7: Searching in report

View Grouping

Grouping is required to summarize, or aggregate data based on business key. For example, total sales achieved for each product category.

You can view multi-level grouping in your report, for example, group the report data by ‘Year’; within ‘Year’ by ‘Sale Date’; within ‘Sale Date’ by ‘Store Address’ and then by ‘Product Category’.

Grouping view
Figure 8: Grouping view in report

View Totaling

Consider you have applied Sum function on ‘Sale Amount’ at Product Line Group level. You can view the total sales amount for say Water Purifiers as shown below:

Totaling view
Figure 9: Totaling view in report

View Sorting

Smart View supports multiple level of sorting.  For example, you can Sort By ‘State’ and within ‘State’ sort by ‘City’.

You can click the column name to sort the column in ascending/descending order.

Sorting
Figure 10: Sorting in report

View Highlighting

You can see multiple highlights on a report with the help of a Legend. For example, highlight Sales Persons with ‘Sales Value’ above Threshold; below Target Sales and above Threshold; and below Threshold in different colors and styles.

Highlighting
Figure 11: Highlighting in report

You can also view the alerts generated upon critical business scenarios; for example, alerts highlight scenarios where the sales value is below the specified target.

Alerting
Figure 12: Alerting in report

View Filtering

In the View Mode, you can interact with filters that already exist in the report. You won’t be able to save your filter changes though.

The below example shows the filtered view of sales persons details for the month of April 2008.

Filtering
Figure 13: Filtering in report

The details on filtering options can be referred from the Ad hoc Filters section on page 59.

Interactive Chart

Intellicus’ Smart View provides a highly interactive experience while using charts. You can have multi-dimensional charts of various types like Bar, Column, Pie, DoughNut, Scatter, Bubble to name a few.

Smart View lets you view multiple charts on a data set arranged in one or more tabs.

The below image shows a chart tab created with 2 charts – one showing breakup of transaction amount by location and card type and another showing its trend on timeline.

Multiple Charts
Figure 14: Multiple Charts in report

An example where the Sales Manager can track real-time sales varying with time is shown below.

Real-time Charts
Figure 15: Real-time Charts in report

You also have an option to split the chart on an x-axis field into multiple charts. The number of charts drawn will be equal to the number of x-axis values on which split is applied (as shown in Figure 16).

This would facilitate to better analyze the data by focusing on chosen field values split separately into charts. You can also specify the Split Order as ascending/ descending or show the top n values of the selected field.

An example where a report is split into single charts for each value on X-Axis showing transaction amount through different card types for various countries is shown below.

Split view
Figure 16: Split view in charts

Interactive Matrix

Using the matrix viewer, you can summarize your data set in the form of a pivot table with cross tabulated values. The matrix viewer provides expanding and collapsing on both rows and columns.

An interactive matrix where ‘Product Category’, ‘Product Type’ and ‘Product’ are displayed in rows and ‘Manufacturer’ is displayed in column is shown in Figure 17.  A cross section of ‘Product Category’, ‘Product Type’, ‘Product’ and ‘Manufacturer’ will display sales (in units and amount) of that product under that manufacturer.

You can also swap the row(s) and column(s) by dragging and dropping the field onto column(s) or row(s) respectively.

Interactive Matrix
Figure 17: Interactive Matrix in report

Interactive Map

GIS maps in smart reports offer enhanced mapping capabilities, demographic data, and interactive visualizations to best derive spatial analytics. It enables to zoom or pan the map, drill-down to other reports or external URLs.

A map showing website visits from different locations of the USA is shown in Figure 18. You can see the attributes information on mouse-click over the specific area.

Interactive Map
Figure 18: Interactive Map in report

Report (Menu) Options

The various actions that can be performed at the report level using main menu ellipses icon located at the top-right position on the Smart View are given in the below table:

Action Buttons:

Button Comments
Data Source Displays the Query Object used in this report
Refresh Data Refreshes data under all views (reruns query to fetch data from server)
Export You can export your report in MS EXCEL, ACROBAT PDF, COMMA SEPARATED, TEXT, MS WORD and MS POWERPOINT (license-governed) formats. Reports are exported in their respective native formats so that you can perform various operations supported in the above-mentioned tools.

The grid in our reports is exported as its equivalent table in Excel, Word and PDF. The matrix is exported as a Pivot table in Excel and as a table in Word and PDF. The chart is exported as a chart in Excel, Word and as an image in PDF

Note: The chart types that are not supported in MS Office (Gauge, Counter, Tree Map, and Packed Circle) would be exported as images only.

Currently, the threshold and negative color values (if applied) in our charts cannot be exported.

Note: You cannot export maps in the current version of Intellicus.

MS EXCEL, TEXT General tab Download Zipped File Check/Uncheck Check = Zip the file and download
ACROBAT PDF, MS WORD, MS POWERPOINT General tab Download Zipped File Check/Uncheck Check = Zip the file and download
Page Settings Orientation Select from options Select either Portrait or Landscape.

Default: Portrait

Paper Size Select from options Select from the list of standard paper sizes. Default: Letter
Height Specify a value Default: 11”
Width Specify a value Default: 8.5”
Margins Specify values for Top, Bottom, Right and Left margins Default: 0.3”
COMMA SEPARATED Options Separator Select (under Predefined) or Type yourself (under Custom) Select the separator character to be inserted between columns in the CSV output
Enclosure Select (under Predefined) or Type yourself (under Custom) Select the enclosure character to be used to enclose each column value in the CSV output
Template Select from list Select an Excel template (from Intellicus>ReportEngine

>templates>excel location) to export data to the first sheet of excel file

Include Check/Uncheck Select to export grid, chart, matrix or their combination data to CSV
Download Zipped File Check/Uncheck Check = Zip the file and download
Publish

 

When you publish a saved report, its output is generated and saved which can be opened and viewed in the future for a faster response.

You can publish a report in any of the available Report formats from under Report Format dropdown (HTML, ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS POWERPOINT).

You can specify report location, name, access mode as Public (visible to all users) or Private (visible to specific users) and date of expiry after which the published report will not be available.

Add Comment helps you add descriptive comments to your published report

Email You can select to email your report as attachment or link (for saved report) or embed (in the email message body) in various formats. The different options available for each report format are as mentioned above under Export. Also, the report can be emailed as a zipped file if you check ‘Attach Zipped’ option under Options
Upload You can upload your report in various formats over FTP or Shared Folder. The different options available for each report format are as mentioned above under Export. Also, the report can be uploaded as a zipped file if you check ‘Upload Zipped option under Options. Intellicus supports both secure and passive modes of FTP
Print Locally: You can view or download the PDF depending on the Default Print Option (Navigate > Personalization > Preferences > User Preferences). The PDF can then be printed upon selecting a printer and printing options in your local network

Direct: You can directly print on the default set printer

At Server: The portal can send request to the server for printing (on a configured printer at server)

Direct with Comments: You can directly print on the default printer along with the comments added to your report

Designing Smart Reports

A user with the role of Report Designer having system privileges for Ad hoc Report Designer can design smart reports.

To open the Smart View, go to Navigate > Analytics > Smart View

Smart View
Figure 19: Invoking Smart View

The list of query objects you have access to appear under categories as shown in Figure 20.

Data Source Selection
Figure 20: Smart View – Data Source Selection

Selecting Data Source for Smart Reports

You need to specify a data source to generate a smart report. The data source could be either RDBMS, file or web service based. Data sources are created through query objects in Intellicus. A query object contains details to fetch desired data from a data connection.

To select a data source on Smart View, you may:

  • Navigate to the desired folder and select a Query Object by double-clicking or
  • Create a new Query Object by clicking Create Query Object or
  • Open and work with an existing report layout by clicking Open Existing Report from the top right corner Open button

The operations available on the Select Data Source screen are listed below.

Action Items

Item Comments
List View Shows the list of data sources
Detailed View Shows the detailed view of data sources list.

You can see details like the ‘Owner’ and the ‘Organization Name’ of data sources

Search You can quickly search the desired data source from the shown list. The Search icon appears with a right tick after you have entered any text in Search textbox.

The option of Server Search enables to specify search criteria on all categories available at the server end. For example, you can search a category name matching the specified criteria

Show Search Result Shows the entire search result (fetched from client as well as server). Click Show Entity Selector button to go back to select data source screen
Refresh List Refreshes the shown list of data sources

Selecting the data source opens the Design Mode to help you design a smart report. By default, the sample data set is loaded into a grid picking first 10 fields (columns) and 200 records (rows) in case of larger datasets for preview.

You can select the option ‘Load Complete Dataset’ upon clicking the down arrow next to the Data Source name (in bottom left corner) to view the entire data set. Ideally, we don’t need the entire data set at design time which may slow down the system. Hence, Intellicus loads only a sample data set to start with.

You can edit the report name by double-clicking the default name which is “Untitled Report”.

The Smart View may include the following visualizations under various tabs:

  • Grid
  • Char
  • Matrix
  • Map

Smart View–Tabs
Figure 21: Smart View – Tabs

Click the Add add button icon located at the bottom-left corner to add various visualizations in your report.

Let us look at each visualization and the related functions that can be performed on the smart view in the Design Mode.

For report outputs of each function as applied to grid, chart, matrix or map can be referred under the Viewing Smart Reports section (starting from page# 5).

Interactive Grid

By default, the data is visualized in the form of a grid populated with a sample set of records.

Grid View
Figure 22: Smart View – Grid View

The various grid properties as under Design Mode > Grid Settings  grid settingsare explained below:

Fields

You can select the fields to be displayed on the report.

Fields
Figure 23: Selecting Fields

To select a field, check the checkbox displayed before each field from Available Fields and click arrow button button to bring the fields in Selected Fields.  To select all the fields, click arrow button button.

To select a group, check the checkbox displayed before the group and click arrow button button.

To deselect a field, highlight it from Selected Fields and click arrow button button.  To deselect a group, highlight the group-name from Selected Fields and click arrow button button.  Click arrow button button to deselect all the fields.

To reposition fields on the report, you can use the up arrow button and down arrow button arrows.

Click the Apply button after selecting the fields.

Width denotes the number of characters of the selected field to show on the report. Field data may wrap beyond this width.

If you check Add New Fields At Runtime option, you can dynamically add more fields during runtime.

In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the value of field on grid.

Group

Grouping brings together or summarizes the related data of a report based on the grouping key.

Group key can be arranged in ascending or descending order either based on group key value or a detail field’s summary value.

For example, if you group population details by region, you can arrange regions by name or by highest to lowest population.

Smart reports support multi-level grouping, for example, you can group the report data by country; within country by states and within states by cities.

groups
Figure 24: Specifying Group

Group Properties
Item Values Comments
Field Select from list ‘Group By’ field is the highest priority field selected for grouping. It specifies top level grouping.

‘Then by’ field specifies fields of next priority and level for grouping

Order Ascending

Descending

Select the order of grouping. Grouping is applied on group key or ranking field
Ranking Field Select from list Select the field to apply ranking function to decide the order of appearance of groups
Ranking Function Sum,

Avg

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Select the function to apply on the ranking field and find rank. Ranking functions change based on data type of the ranking field.
Show When Specify the criteria Show When feature helps to specify condition to be met to show that group. You can combine multiple conditions with AND/OR operators. Current group details would be shown on the report only if the Show When condition is satisfied
Actions
Item Comments
Add Group add button Add a new group
Remove Group remove button Remove current group
Date fields grouping

If you select date type field in Field dropdown, you can also group data by:

  • Minute: Number of the minute indicating the minute of an hour
  • Hour: Number of the hour indicating the hour of the day
  • Day: Day of the month
  • Week: Week number of the month
  • Month: Month number
  • Quarter: Quarter number
  • Year: Number indicating the year
Total

Applying totals summarizes detail rows. The summaries can be applied at group level (in case grouping is applied), page level or report (grand total) level.

total
Figure 25: Applying Total (summary)

Total properties
Item Values Comments
Field Select from list Select the field on which the summary function needs to be applied
Function Select from list

Sum,

Avg

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Select the function to apply on the summary field.

The applicable functions change based on the data type of the summary field.

You can view the custom-defined functions in case the functions are defined as discussed under the section “Custom-Defined Functions” (page# 26).

 

Level Group

Page

 

Report

Group = Apply and display total at each group level

Page = Apply and display total once per page for all detail rows appearing in that page

Report = Apply and display grand total at report level

Render As Sparkline Sparkline charts represent a series of values as inline charts on the grid. Refer to the screen below as an example of a Sparkline chart. If user sums up “Transaction Amount” grouped by “State”. Then the Sparkline represents a series of total transaction amount values for each sale date over a period of time.

Render As option is disabled for character type of summary field

An example of a Sparkline chart is shown in the below figure.

Sparkline Chart
Figure 26: Sparkline Chart

Custom-Defined Functions

You can also use custom-defined summary functions for summarizing data values in reports.

These summary functions can be defined in a class implementing IScriptFunction interface. The .jar file of this class should be placed in ReportEngine > lib folder.
There should also be a ‘summaryfunction.xml’ file containing all the entries of .jar file and placed in ReportEngine > config folder.

Restart Intellicus Report Server and then Web Server to be able to see these summary functions as any other function in the list. The .xml file would look like:

<SUMMARYPROVIDERS>
	<!-- Summary Provider. Provider name is just a user friendly name to identify provider class.
	Class file is fully qualified java class name of the class containing summary functions.
		A summary provider may have as many summary functions as desired -->
     <SUMMARYPROVIDER PROVIDERNAME="PACKAGECAPTION"
		CLASSFILE="com.client.summaryfunctions.MathAlternate">				        <SUMMARYFUNCTIONS>		
			<!-- Summary function that contain logic for applying business logic on the selected field. Name is just a user friendly name that is displayed in the dropdown. Id is a unique number that must be unique and separate from IDs of in-built summary functions.
			Recommended: Start IDs from 1001. APPLYONDATATYPES is a comma-separated list of data types on which this summary function is applicable.
			Possible values are CHAR|NUMBER|DATE. Rest all are ignored  -->
                <SUMMARYFUNCTION NAME="AlternateSum" ID="1001"
				APPLYONDATATYPES="CHAR,NUMBER,DATE">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="ReverseString" ID="1002"
				APPLYONDATATYPES="CHAR">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="ModTen" ID="1003"
				APPLYONDATATYPES="NUMBER">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="FutureDate" ID="1004"
				APPLYONDATATYPES="DATE">
			</SUMMARYFUNCTION>
		 </SUMMARYFUNCTIONS>
	      </SUMMARYPROVIDER>
</SUMMARYPROVIDERS>

 

Sort

You can sort the report to get the report data in a pre-determined (ascending or descending) order.

Note: If you have set up grouping for a report, you need not set sorting for it.  This is because data is already sorted to make groups.

Smart View supports multiple level of sorting.

sort order
Figure 27: Specifying Sort Order

In Sort By row, select the Field on which sorting is to be applied.  After selecting the Field, select the sort order from Criteria dropdown menu.  You can set sort on more than one field.

To apply sorting on one field specify field in Sort By row.  To further specify sorting on secondary field, select the field from Then By field.

Highlight

Highlight is a visual indication on a smart report.  The purpose of highlighting is to catch user’s attention to specific records or groups while viewing the report output. Each highlight is configured along with an ad hoc condition or multiple conditions related by AND/OR operators. The specific record or group is highlighted only if the specified condition is satisfied.

You can also specify Alert with or without highlight. Setting alert creates a special head listing the record count for mentioned condition(s) in the report.

You can set multiple highlights on a report; a record falling into multiple highlights will be highlighted in combination style.

A highlight can be set at Detail level or Report level.  If the report is grouped, highlight can be set at group level too.

Highlight
Figure 28: Setting Highlighting

Highlight properties

Item Values Comments
Highlight Select from list:

(Entire Row)

 

 

Group->Field Name(Entire Row)

 

Field Name

 

(Entire Row) = Apply below mentioned highlighting style to entire row

 

Group->Field Name(Entire Row) = Apply style to entire row under group header

 

Field Name = Apply style to individual field value

Using Style Select from list Select the style (combination of color and image) to apply on highlighting item

You can select Custom Style to create highlights of your choice of font style and color.

Alert Check/Uncheck Check = In addition to applying style on the report item, the report tool bar also shows an alert icon, if a highlight condition occurs. When this report is saved, users can subscribe to this alert from notification screen

Uncheck = visual style applying only

Open (

((

(((

((((

(((((

Braces to group more than one conditions using AND/OR
Field Select field from list Field to apply condition on
Level Select field from list:

Detail

Report

 

Group

 

Detail = field’s value to be compared at row level

Report = field’s value to be aggregated at report level and then compared

Group = field’s value to be aggregated at mentioned group level and then compared

Function Select from list:

Sum,

Avg

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Aggregation function, used in case of field level is Report or Group
Criteria Select from list Condition like Above, Below, Is etc. to apply on the specified field
Use Field Check/Uncheck Check = The value box turns into a field selector. Helps in comparing one field with another for the condition

(Comparison is done dynamically at run time)

Uncheck = The value box shows text box, select list or calendar to manually enter or select values

(Comparison is done on static value defined at design time)

Value Enter or

select value

Shows text box, select list or calendar to manually enter or select values from drop down list in case “Use Field” is checked
Close )

))

)))

))))

)))))

Braces to group more than one conditions using AND/OR
Relation AND

 

 

 

 

OR

AND = The next line condition relates to this condition with an AND operator. This is default behavior when blank is selected

 

OR = The next line condition relates to this condition with an OR operator

Advanced
Item Values Comments
Report Contents Select from list: Detailed

 

 

 

Summarized

 

Detailed = Shows detail section, hence showing the lowest level detail of the report

 

Summarized = Hides detail section, hence showing the lowest group level summary of the report.

Summarized Report shows useful data only when groups and totals(summaries) are applied

Group Expansion Mode Select from list:

Fetch on Demand

 

 

Prefetched

 

Expanded

 

Fetch on Demand = Fetches the data under groups from server only when expanded. By default, the groups appear in collapsed mode

 

Prefetched = All the data under groups is pre-fetched from server but shown only when expanded

Expanded = All the data under groups is pre-fetched from server and shown in the expanded mode

Load Data For All Columns Check/Uncheck Check = When complete data set is loaded, you can see all the available fields upon right-clicking the field name header.

You can check the fields you want to appear in the report

Uncheck = When complete data set is loaded, you can see only the selected fields upon right-clicking the field name header (not all the available fields)

Once you have specified the grid properties, you will see i icon icon (in the upper right corner next to Grid Settings icon) to open the Legend that defines the applied highlighting criteria. You can also edit the highlight criteria from the Legend window.

You can also edit the grid name on the grid title-bar by double-clicking on it.

You can delete a grid control by clicking Delete Grid delete icon icon on the top-right position of the grid.

Click Delete on the down arrow next to Grid tab on the bottom-left to delete the entire grid view. A confirmation message pops up confirming the deletion.

Interactive Chart

Chart is used for graphical representation of data. To address your charting needs Smart View supports most of the popular chart types like bar, line, pie and radar.

Click the ‘Add Chart’ option from Add  plus icon icon located at the bottom-left corner to add a chart view of your data.

create chart
Figure 29: Creating Chart(s)

Let us look at the various properties that can be specified for charts.

Chart properties

Item Values Comments
Query Object Check ‘Use Parent’s’ or select from object selector Select the parent query object to create chart on same dataset or a different query object to help you create chart on different datasets in the same report
Chart Type Select from list: Select the base chart type
chart types
Link Select from list:

With Report Fields

 

 

 

Matrix

 

Report Fields = Takes the first field of the grid as X axis on chart and first numeric field as Y axis on chart at run time

Matrix = Takes row / column fields as X axis on chart and summary fields as Y axis on chart

Value Fields
Value Fields

Field

Drag from available fields and drop on Value Fields section. You can also use the left/right arrow keys to move the fields from/to available fields Each value field becomes a Y axis on chart series
Value Fields Function Select from list:

Sum, Avg, Count, Min, Max and others

Value Fields will be aggregated on chart using this function
Value Fields

Series Type

Select from list: Select series level chart type.

 

None = No series level chart type applied, uses the base chart type

series type
Value Fields

Trend

Set Trend options Opens trend dialog

A trend line can be used to depict trends in your existing data or forecasts of future data.

 

 

 

trend options
Show Trend Line Check/Uncheck Check = Adds a trend line to this series. Trend line will be a line type chart irrespective of base chart type and series chart type (The trend line option will not be available if base chart type is – Column, Pie, DoughNut, Radar or Bubble)

Uncheck = Switch off trend line for this series

Trend Type Automatic

 

 

Manual

Automatic = The tool selects one of the trending algorithms automatically based on the data

Manual = You can choose one of the algorithms for drawing trend line: Exponential, Linear, Logarithmic, Polynomial, Power, Moving Average

Trend Manual Polynomial Order Specify a value between 2-10 Defines the order of polynomial trend line.

The order of the polynomial determines the number of fluctuations in the curve

Trend Manual

Moving Average

Specify a value between 0-N Determines the number of data points to average and use as average value for trending
Forecast Forward (x periods)

Backward (x periods)

Specify trend line for future or back period of time
Value Fields Infographics Select from Color or Clipartinfographics

 

You can select a color for the chart series or else default color would be picked from the system palette.

You can also assign a color for negative values i.e. values below a specified’ Negative Base’.

‘Use Negative Color For Decreasing Values’ option enables viewing values following a decreasing trend in the chosen negative color.

Choosing a clipart will help you display clipart image (SVG format) as chart patterns. You will have to place your SVG images as files or in folders under <Intellicus installation folder>> ReportEngine > Templates > Charts > Infographics

Once you have added the images, you will see the folder names as categories and images will be displayed in the box as thumbnails.
Choose the image of your choice and select a pattern (Layout Type). Click OK.

Value Fields (Y-Axes) Tabs

Y

Y1

Y2

Y3

+

value fields

Create new tab using + for secondary Y axis.

 

Drag fields on respective Y Axis tab

 

Title blank Give a desired title for Y-Axis
Value Fields Stack Type Select from options:

Normal

Stacked

100% Stacked

 

 

Normal = No stacking

Stacked = stacks all values on top of each other on Y axis

100% Stacked = stacks values after recalculating to percent values

Value Fields Base Value Specify a value between 0-N Specify a base value (scale) of Y axis in the chart
Value Fields

Threshold

Set Threshold options Opens threshold dialog

Threshold Lines help to effectively communicate important points in your data like a key value, sales threshold, important date or the average of your data

threshold
Show Threshold Line Check/Uncheck

 

 

 

Check = Adds a threshold line for this series.

Uncheck = Switch off threshold line for this series

Threshold Value Specify value/range of values You can either specify a value for Threshold Line or a range of values for Threshold Band
Threshold Label Enter text Specify label text to appear for the threshold line or band on the chart
Threshold Color Select from color selector Specify the color of Threshold Line or Band
Group Fields
Group Fields

(X-Axis) Field

Drag from available fields and drop on Group Fields section. You can also use the left/right arrow keys to move the fields from/to available fields Each group field becomes X axis on a chart series
Group Fields Group By Select from list:

YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Applicable for Date data type fields
Group Fields

Display Field

Select a field from list On X axis data label, show the selected fields’ values instead of group field value
Group Fields

Pivot

Check/Uncheck Check = Convert into series. All the values from this field become series at runtime
Show Axis Title Check/Uncheck Check = Give a title by typing it in the box
X–Axis

Label Angle

Select from list:

0

30

45

60

90

Rotation or angle of labels on the X axis

 

 

Chart Settings

 

Show Legends Check/Uncheck Switch On or Off legends, you can also define the position of Legend from the drop down beside Show Legend option if you Switch On the Legend
Show Point Labels Check/Uncheck Switch On or Off Data point labels
Show Description Check/Uncheck Whatever Description you give in Miscellaneous, will be displayed alongside the chart if you check here
Sort Order Field Select field from list The X or Y Axis values will be sorted based on the value of selected field
Sort Order Order Ascending

Descending

Order of sorting
Show (N) Select from list:

(All)

1-50

Restrict number of X axis values to given number
Split Order Field Select field from list The X or Y Axis values will be split based on the value of selected field
Split Order Order Ascending

Descending

Order of showing split charts
Show (N) Select from list:

(All)

1-50

Restrict number of X axis values to given number

 

Miscellaneous Description Click ellipses icon  to open Type a description to show along with your chart
Clear Chart Action Remove all chart settings (The button is available at the top right corner beside help)

In case of a hyperlinked field (specified at the query object level) on either X or Y axis, you can drill down to open another report or URL on clicking the data point on chart.

You can create multiple charts on an Ad hoc report. You can also control the number of charts to display by specifying Charts Per Row by clicking the down arrow next to Chart tab located at the bottom-left of the view. More charts flow to the next row.

You have the option of Move to Tab move to tab icon on the chart title bar for moving a chart to new or any existing tab (in case of multiple charts in a tab).

You can also edit the chart name on the title bar by double-clicking on it.

You can delete a chart control by clicking Delete Chart delete icon icon on the top-right position of the chart. Click Delete option on the down arrow next to Chart tab on the bottom-left to delete the entire chart view. A confirmation message pops up confirming the deletion.

Real-time Chart Visualization

Intellicus’ real-time monitoring capability makes it possible for you to view your operations data in motion. Interactive charts provide instant visuals for in-depth analysis that enables you to quickly react to performance improvement opportunities.

Real-time charts are based upon real-time Query Objects which in turn are based upon Message Queue type connections.

For the selected Query Object (QO) with real-time data, a real-time chart would be generated in Smart View.

The real-time chart could be any of the following:

  • Bar
  • Column
  • Curve
  • Line
  • Gauge
  • Area
  • Curve Area
  • Counter

Real-time Chart
Figure 30: Real-time Chart Options

You can interact with real time charts for performing the following operations:

  • ‘Pause’/’Resume’ streaming of real time data
  • Define ‘Plot Size’ for the number of data points to be shown on chart
  • ‘Stop Shift’ so that data points keep accumulating on chart. As soon as you start shift, extra data points would be removed, and the plot size would be maintained
  • ‘Stop’ to cancel the real time chart. If you want to restart the chart, you need to re-apply filtering condition or chart properties

You can also capture ‘Snapshot’ of real-time chart manually at a given instance of time. Automatic snapshots get captured upon meeting a user-defined condition.

Custom Chart Type

With the implementation of this feature, you can use your own customized SVG images to be rendered as a chart type. You need to place the custom SVG file containing the visualization rendering information, data representation including animation etc. under <Intellicus Installation Folder Path>\Intellicus\ReportEngine\templates\charts\custom

Intellicus chart control supplies data and activates the SVG to render.

A sample report output using the custom chart type appears as shown in the below image:

Custom Chart using SVG file
Figure 31: Custom Chart using SVG file

Auto truncate X-Axis labels in Chart

You can now choose to trim some characters of X axis labels automatically so that the chart gets enough space to render. This can be customized in the respective ICT file to enable or disable the auto truncate feature, truncate either the initial or trailing characters and specify the maximum percentage height for X-axis labels.

Below is a sample ICT file (<Intellicus installation path>\Intellicus\ReportEngine\templates\charts\amchart_javascript\Default) with the specified configurations:

categoryAxis.disableEllipsisInLabels = true;

categoryAxis.ellipsisPosition = “suffix|prefix”;

categoryAxis.maxHeight = “25%”;

Custom Chart using SVG file-truncate feature
Figure 32: Custom Chart using SVG file

Micro Charts

Micro-Charts are miniature versions of actual charts, designed to help understand complex relationships between data in grids for Smart and iHTML format. The Micro-Charts can be used to quickly visualize the trend of a metric at a glance without having to know any additional detail.

The following micro-charts are supported in Intellicus:

Bullet Chart to show a single, primary measure (for example, Sales Value) and compare that measure to one or more other measures to enrich its meaning (for example, compared to a Target Sales value). It displays it in the context of qualitative ranges of performance, such as sales value below or above the average target sales.

Custom Chart using SVG file-bullet chart width=
Figure 33: Custom Chart using SVG file

This micro chart example shows the total sales displaying those products that reached or missed their target.

Data Bar in Smart Reports represents the current grid cell value as column. The column width is determined with respect to the maximum value of that column. It can have a base value from which column is drawn. If value is lesser than the base value, then column is drawn on the left side of the base value with different color and for values greater than the base value, chart is drawn on the right side of the base value.

Custom Chart using SVG file-data bar
Figure 34: Custom Chart using SVG file

Interactive Matrix

Click the ‘Add Matrix’ option under Add add button icon located at the bottom-left corner to add a matrix view of your data.

Use matrix to summarize your report data in the form of cross-section of fields in rows and columns.  For example, ‘Product Type’ and ‘Product’ in columns; ‘Location’ and ‘State’ in rows.  A cross section of ‘Product Type’, ‘Product’ and ‘Location’, ‘State’ will display sales of that product in that location.

create matrix
Figure 35: Creating a Matrix

To place a field as matrix row, drag it from Available Fields list and drop it in Row Fields (or, select a field and click arrow button button).  To place a field as matrix column, drag it from Available Fields list and drop it in Column Fields (or, select a field and click arrow button button).

To place a field on summary (intersection of row and column), drag a field from Available Fields list and drop it in Summary Fields (or click arrow button button).

These fields will be calculated for summary/totals.  Functions listed in Function dropdown box will depend on data type of the Summary Field.

You can drop multiple fields in Row Fields, Column Fields and Summary Fields box.  Fields appear higher in sequence in Row Fields and Column Fields will appear on outer side of matrix.   Summary Fields are placed left to right on the matrix. To move a field up or down, click arrow button or arrow button button.

Show When opens filtering criteria to apply on column and row fields. The column/row that meets the condition shows up on the matrix when you run the report.

You can highlight a Cell, Cell Family, or an Entire Row or Column of a matrix based on a condition. The matrix highlights the summary field using the specified Style.

In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the value of field on matrix.

Grouping values of Numeric fields

You can specify an integer value to group numeric fields.  For example, to have groups of 0-9, 10-19 …  specify 10 in Group By box of respective row in Row Fields or Column Fields box.

Grouping values of Date type fields

You can group a date by Minute, Hour, Day, Week (Sunday to Saturday), Month, Quarter (Jan-Mar, Apr – Jun, Jul – Sep, Oct – Dec), Year.  Select an option from Group By box of respective row in Row Fields or Column Fields box.

Clicking Clear Matrix button would clear the specified matrix properties to start all over again.

Designers/Users can link Matrix and Chart so that any changes made in one component gets reflected automatically in the other. Linking can be done in both ways- Matrix to Chart and vice versa.

Link Matrix and Chart
Figure 36: Link Matrix and Chart

You can also edit the matrix name on the title bar by double-clicking on it.

You can delete a matrix control by clicking Delete Matrix delete icon icon on the top-right position of the matrix.

Click Delete option on the down arrow next to Matrix tab on the bottom-left to delete the entire matrix view. A confirmation message pops up confirming the deletion.

Interactive Map

Click the ‘Add Map option under Add add icon icon located at the bottom-left corner to add a map view of your data.

You can add interactive mapping functionality to your reports with vast customization options. It enables to zoom or pan the map, drill-down to other reports or external URLs.

You can create GIS maps on smart reports and achieve the following:

  1. Heat maps: A heat map uses shading to display how a value differs in proportion across a geography or region. You need to set light (start) and dark (end) color, so that for the corresponding values for your Value Field, the map will automatically choose intermediate color corresponding to its value. Refer the “GIS section properties” table on page 44 to know more about heat map properties.
  2. Attributes on balloon: You can specify how the value of a field should appear when you click an area on the map (as shown in Figure 38).
  3. Drill down: In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the area on map.

create
Figure 37: Creating Map

Attributes Dialog

Area attributes dialog helps you design the content of the balloon that opens when an area on the map is clicked.

Attributes Dialog
Figure 38: Attributes Dialog

GIS section properties

Item Values Comments

 

Map Select Map Data: This list populates according to map data available on your system.

Select the map name for initial loading of data.

For example, if you want to depict US states heat map then select “USA – Regions”. If you want World countries heat map then select “World – Countries” map

map data
Area Field Select field from list This list populates GIS enabled fields defined at the query object level.

Select appropriate field for grouping of data.

For example: the field that contains state name, country name etc.

Area Attributes Opens Attributes dialog

(See image below this table)

 

Area attributes dialog helps you design the content of the balloon that opens when user clicks an area on the map
Area Attributes

Prefix

Type yourself Prefix caption value for the field
Area Attributes Field Select field from list Value of the field
Area Attributes Function Select summary function Select the aggregation summary function applied on the field
Area Attributes Suffix Type yourself Append suffix caption for the field
Area Attributes

As Title

Check/Uncheck Check = This line appears on the title bar of the balloon

Uncheck = This line appears on the canvas area of the balloon

Area Attributes Preview The balloon content formation is previewed here
Heatmap Properties

 

This section helps you design the heat map on the GIS map
Value Field Select field from list Select the value field using which the heat map is calculated
Function Select summary function Select the aggregation summary function applied on the field
Start Color Select color from palette Select the lowest value color
End Color Select color from palette Select the highest value color.

All the in-between values will be assigned respective colors automatically by an even distribution

You can also edit the map name on the title bar by double-clicking on it.

You can delete a map control by clicking Delete Map delete icon icon on the top-right position of the map.

Click Delete on the down arrow next to Map tab on the bottom-left to delete the entire map view. A confirmation message pops up confirming the deletion.

Report (Menu) Options

Let us discuss the various operations on the main menu of the Smart View.

The various actions that can be performed at the report level under ellipses icon are given in the table underneath:

Action Buttons:

Button Comments
New This helps to create a new report.

It takes you to the ‘Select Data Source’ screen to select a Query Object for your report

Open Opens previously saved smart report for editing.

An ‘Open Report Layout’ dialog will prompt for selecting the folder and report

Save Saves the settings of this report – data source, fields, groupings etc.

A ‘Save Layout’ dialog will prompt for report name and folder location

(You can also see this option at the bottom-right of the report)

Save As Saves the settings of this report with a different name.

A ‘Save Layout’ dialog will prompt for report name and folder location

(You can also see this option at the bottom-right of the report)

Note: The report saved in Smart View is referred as “SMART” format in Intellicus.

Data Source Displays the Query Object used in this report
Change Data Source This enables you to choose another Query Object

(You can also see this option on the down arrow next to the Data Source name at the bottom of the report)

Edit Data Source Opens Query Object screen where you can edit the Query Object

(You can also see this option on the down arrow next to the Data Source name at the bottom of the report)

Formula Fields You can add a formula field to specify a formula expression that can use existing fields.

Properties like the formula field name, caption for the formula field to appear on the report, its return type, etc. can also be specified.

This formula field can be treated like any other field on grid, chart or matrix in the report

Refresh Data Refreshes data under all views (reruns query to fetch data from server)
Set Template Shows predefined templates to apply to smart view. In Intellicus you can create your own template by adding your template code in JSON file that you will find in the below path:<Intellicus installation folder>\ReportEngine\templates\charts\common

Using templates, you can give different patterns to different values on X-Axis. For instance, you can show a pattern of cars for an X country, in the same chart a pattern of bikes for a different country. The images you add must be in SVG format.

set template

Advanced Properties Advanced Properties can be set at the report level to control the behavior of the reports each time they are executed. Advanced properties is enabled once a report is saved.

Audit Log Select Enable to log report operations.
Run Priority Select the run priority needs to be considered while running the report
Database Connection Timeout Specify the time in seconds for which report server will wait to receive response of query execution.
Data Source Fetch Size Specify the number of records to be fetched from data source in one read.
Max Rows Specify the maximum limit (number of records) that should appear on this report.
Query Execution A query taking longer to execute will keep a report execution thread busy for longer. If all report execution threads are busy and if for this report if query takes longer to execute,

Synchronous: Will hold the report execution thread keeping further requests in queue.

Asynchronous: Will pass on next report execution request to a “helper thread”.

Restrict to Background Set this property to Enable to run this report only in background.
Restrict to Formats Select the output formats in which this report can be generated. Formats not selected here will not available for this report.
Default Memory Usage Per Exec Specify average resource utilization (in MB) for this report per execution. Default: 50 (MB).
Report Server Chunk Timeout Specify the time in seconds for which portal should wait to receive first chunk of response from report server.
Sort Area Size Per Exec Specify the number of records that can reside in memory for all sort threads of a report. Any value more than 0 is a valid value. Default: 600.
Sort Threads Per Exec Specify the number of threads to be created (per report request) at runtime to perform sorting of records. Default: 4.
Data Caching Create Cache of result set for this Query Object to be used based on matching business parameter values.
Cache Select Enable from Cache dropdown box, to enable caching.

 

Set Level as User if you want the report to be cached for the user who has generated the report.   Set it as System if you want the report to be cached for all users after it is generated.

 

Refresh: The setting of refresh frequency.  Here are the details:

 

Never: Report once generated will never be generated again.  All the users will be catered with cached report.

 

Hourly: Refresh frequency is specified in terms of minutes of hour.  For example, 4, 19, 55.

 

Daily: Refresh frequency is specified in terms of hours of the day.  For example, 2, 5, 12, 22, 23.

 

Weekly: Refresh frequency is specified in terms of days of the week.  Specify 1 for Sunday, 2 for Monday, and likewise, 7 for Saturday.

 

Monthly: Refresh frequency is specified in terms of month numbers.  Specify 1 for January, 2 for February and likewise, 12 for December.

 

Yearly: Refresh frequency is specified in terms of year numbers.  For example, 2005, 2006.

 

Frequency: Specify the hours, days, weeks, months or years based on value selected in Refresh.

Export You can export your report in MS EXCEL, ACROBAT PDF, COMMA SEPARATED, TEXT, MS WORD and MS POWERPOINT (license-governed) formats. Reports are exported in their respective native formats so that you can perform various operations supported in the above-mentioned tools.

The grid in our reports is exported as its equivalent table in Excel, Word, PowerPoint and PDF. The matrix is exported as a Pivot table in Excel and as a table in Word, PowerPoint and PDF. The chart is exported as a chart in Excel, Word, PowerPoint, and as an image in PDF

Note: The chart types that are not supported in MS Office (Gauge, Counter, Tree Map, and Packed Circle) would be exported as images only.

Currently, the threshold and negative color values (if applied) in our charts cannot be exported.

Note: You cannot export maps in the current version of Intellicus.

MS EXCEL, TEXT Options General Download Zipped File Check/Uncheck Check = Zip the file and download
ACROBAT PDF, MS WORD, MS POWERPOINT General Download Zipped File Check/Uncheck Check = Zip the file and download
Page Settings Orientation Select from options Select either Portrait or Landscape.

Default: Portrait

Paper Size Select from options Select from the list of standard paper sizes. Default: Letter
Height Specify a value Default: 11”
Width Specify a value Default: 8.5”
Margins Specify values for Top, Bottom, Right and Left margins Default: 0.3”
COMMA SEPARATED Options Separator Select (under Predefined) or Type yourself (under Custom) Select the separator character to be inserted between columns in the CSV output
Enclosure Select (under Predefined) or Type yourself (under Custom) Select the enclosure character to be used to enclose each column value in the CSV output
Template Select from list Select an Excel template (from Intellicus>ReportEngine

>templates>excel location) to export report data to the first sheet of excel file.

Include Check/Uncheck Select to export grid, chart, matrix or their combination data to CSV
Download Zipped File Check/Uncheck Check = Zip the file and download
Publish

(option is available in case of a saved report)

When you publish a saved report, its output is generated and saved which can be opened and viewed in the future for a faster response.

You can publish a report in any of the available Report formats from under Report Format dropdown (HTML, ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS POWERPOINT).

You can specify report location, name, access mode as Public or Private and date of expiry.

Add Comment helps you add descriptive comments to your published report

Email You can select to email your report as attachment or link (for saved report) or embed (in the email message body) in various formats. The different options available for each report format are as mentioned above under Export. Also, the report can be emailed as a zipped file if you check ‘Attach Zipped’ option under Options
Upload You can upload your report in various formats over FTP or Shared Folder. The different options available for each report format are as mentioned above under Export. Also, the report can be uploaded as a zipped file if you check ‘Upload Zipped option under Options. Intellicus supports both secure and passive modes of FTP
Generate Link (you need to have system privileges for this feature) Intellicus user can share the saved report to the non-Intellicus user by generating a link enabling a non-Intellicus user to view the Intellicus reports.

Select the output format in which the report will be available to the user under View Output in.  The default value of output format is HTML.  Other available formats are ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS POWERPOINT.

You can optionally mention access code while creating a link.  The access code must be provided to the user who accesses the link.

You also have the expiry date of the saved report

Print Locally: You can view or download the PDF depending on the Default Print Option (Navigate > Personalization > Preferences > User Preferences). The PDF can then be printed upon selecting a printer and printing options in your local network

Direct: You can directly print on the default set printer

At Server: The portal can send request to the server for printing (on a configured printer at server)

Direct with Comments: You can directly print on the default printer along with the comments added to your report

Filters

The filters icon icon on the main menu opens a window that has three tabs: Select Parameters, Filters and What-if. You can specify the parameter and filter values to be applied to the fields of the parameterized smart report. We have discussed What-if in the later part of this manual.

Select Parameters

The Select Parameters tab is shown within Filters icon on the Smart View in case parameters have been applied to your report at the query object level. It shows up the default set parameter values.

The smart report gets its data by running pre-generated query objects.  If a query needs a value at run time, it may have a user (run time) parameter included in it.  The values of run time parameters are taken from the user while running the report.

Parameters are stored in repository and so can be re-used in one or more report and query objects.

Parameters tab
Figure 39: Select Parameters tab

When ‘Prompt Before Each Run’ is checked, the Input Parameter Form (IPF) shows up before each report run to enable you change the default parameter value(s).

The IPF shows up in case of mandatory parameters even if this field is unchecked.

If ‘Save Values For Next Run’ is checked, report runs with parameter values saved in last run (upon saving the report). In case this is unchecked, report runs using the default parameters.

When ‘Show Parameters On Report’ is checked, it enables to view the list of parameters on top of the report.

In case multiple parameters as well as filters are applied, the parameters are separated from each other and from the filters using a pipe symbol.

Filters

You can use filters to limit the data that appears in the report. You can narrow the information based on specific conditions.

Filter is a condition, which you can choose to apply on your report data. You can apply multiple conditions by joining them with AND/OR operators.

Filters tab
Figure 40: Filters tab

Filter Section properties
Item Values Comments
Max. Rows 0-N Maximum number of rows to be fetched for current report. When you are using a data set that returns too many rows or when you are not sure of number of rows, this is the tool to restrict the size of the report.

(Note: Reports generated with Max. Rows set may contain incomplete information of your business data)

Suppress Duplicates Check/Uncheck Check = Removes consecutive duplicate records from the report.

(Note: Distant duplicate rows may still exist in the report.

Make sure that the report is sorted on all the report fields)

Field Select from list Select the field on which you want to apply filter
Criteria Select from list Select the operator to be used in the filter. These are comparison operators based on the data type of the selected field (different for character, numeric or date).

The between operator prompts for two values

Use Field Check/Uncheck Check = When Use Field is checked, Value gets populated with Field values for comparison
Value Type yourself or select from list Based on the configuration of this field in the meta layer, the value list appears
Relation AND

 

 

OR

AND = The next condition is applied with combined conjunction of this condition

OR = The next condition is applied in alternate conjunction of this condition

Open/Close (

((

(((

((((

(((((

)

))

)))

))))

)))))

Braces to group a set of conditions for applying appropriate AND/OR combination
Show Parameters on Report Check/Uncheck Check = Shows filter values on top of the report
Actions
Item Comments
Add Filter add icon Add a new filter condition row
Remove Filter remove icon Remove current filter condition row
Linked Filters

A Field could be linked to one or more other fields for fetching available values for filtering.

This is to handle situations like short listing states when a country is selected.

You may need to select parent field before selecting a child field to apply filter. The child field is specified as a Link Lookup field linked to parent field at the Query Object level.

Selecting Dynamic Dates

When you select a date field to apply filter, you have an option to specify a dynamic date variable – today, in last 5 days etc.

For example,

  • Date of hire is in last 10 days from today (report generation date).
  • Date of sales transaction is in this Quarter.
  • Transaction Date is in last month.
  • Date of retirement is in next

For criteria, you may select any of the following:

  • is in last
  • in this
  • is in next

If in this is selected as Criteria, the Value drop down box has following options to choose from:

  • Year
  • Quarter
  • Month
  • Week
  • Day
  • Hour
  • Minute

If is in last or is in next is selected in Criteria, specify the number of Day(s), Week(s), Month(s), Quarter(s) or years (as the case may be) in Value entry box.  Explanation for each of the option is given below:

  • Year(s): The number of years from the date of report generation.
  • Quarter(s): The number of quarters from the date of report generation. A quarter is January to March, April to June, July to September and October to December.
  • Month(s): The number of months from the date of report generation.
  • Week(s): The number of weeks from the date of report generation. A week is considered from Sunday to Saturday.
  • Day(s): The number of days from the date of report generation.
  • Hour (s): The number of hours from the date of report generation.
  • Minute (s): The number of minutes from the date of report generation.

Predictive Analytics

Data Science capabilities in Intellicus allow you to get predictions on your data to know the future trends and possibilities. You can add Data Science engine step at Query Object level or perform predictive analytics at report level.

Please refer “WorkingwithQueryObject” to guide you on how to add Data Science engine step at Query Object level.

Once you create the necessary steps for a report to be generated from the Query Object, you can run the report and visualize your data with predictions.

You will see the following once you run the report:

Machine Learning Operations toolbar
Figure 41: Machine Learning Operations toolbar while running a report in Smart View

Note: The Machine Learning Operations will be visible if you add Data Science engine step with the necessary modular script at Query Object level.

You can choose between Prediction only or Training and Prediction from here. Prediction only will use a last trained model to bring out predictions, whereas, Training and Prediction will perform retraining based on the latest datasets before giving prediction.  After selecting your choice, click Apply.

You can save your choice as default option every time you run a report by checking the box for Save Values for Next Run.

Performing Predictive Analytics

With Intellicus, business users can perform predictive analytics to get predictions on their data. Predictive Analytics helps you to input your script directly at report level and bring out predictions on your data. Adding script at report level is most useful when your predictions are not forming new variables or columns in your data reports.

Turn on the edit mode to view option for Predictive Analytics. You can perform predictive Analytics in Smart View Reports.

Predictive Analytics and What-If Analysis
Figure 42: Tabs for Predictive Analytics and What-If Analysis

Predictive Analytics box will give you the options as shown in the image below:

predictive analytics
Figure 43: Performing predictive analytics

Fields

This will show the fields present in your report and you can choose on which fields you want predictions. Clicking any field will give you the ability to write Data Science script for that field.

Prediction Script

Here you can write the script for the field(s) you choose.

What-if variable source

Here you can select if you want the Data Science engine to analyze the variations in independent variables itself by selecting Auto or you can provide the data by selecting Data Source. Independent variables help to bring out predictions on dependent variables.

For example, if you want to predict Sales (dependent variable) your company would achieve in the coming years, you will have to provide marketing expenditure (independent variable), investment in infrastructure (independent variable), number of probable hires (independent variable) etc.

You can select Auto to let the Data Science engine learn the trend by reading your historic data and predict the values of independent variables. If you have pre-decided values, you can provide it using the Data Source option.

 Auto

In Auto, you need to give the prediction data point in numeric value, for instance if you keep the value as 4, the predictions will be made for 4 units as per the intervals in your chart.

Auto in What-if variable source
Figure 44: Select Auto in What-if variable source

Data Source

Here you need to specify the query object that has the prediction data (Independent variable values), to get predictions for the fields you choose and provide script for the same.

options in data source
Figure 45: Options if you select Data Source

Upon adding the script, you can verify if the script is error free. Click OK if the verification process succeeds.

Note: There are some guidelines to write script at report level, please refer section “Guidelines for Scripting in R in Intellicus” in “DataSciencewithIntellicus.pdf”

What-if Analysis

With Intellicus you can perform What-if analysis to view predictions of different fields based on various business scenarios. For instance, if you want to know how much power will be consumed at a certain temperature, you can give the temperature value to get the prediction. This will help you to make planned decisions of your future actions for your business and any other operational decision based on the predictions you derive.

To do What-if analysis, select Filters option and select What-if tab.

What-if analysis
Figure 46: What-if analysis tab

You can use the slider to define the percentage values of different independent variables or manually set them. The values can be positive or negative, which implies the quantity you are increasing or decreasing from the current value. For example, if your current temperature is showing 20 degrees, setting a positive value by 20 percent will mean that the temperature will increase by 20 percent on 20 degrees and similarly decrease by the percentage you set for a negative value.

Click Apply once you have set the desired values and you will be able to view the predictions based on the values you have set.

An example of predictions achieved with the above use-case is shown below:

Predictive Report with What-if Analysis
Figure 47: Predictive Report with What-if Analysis

Note: You can see the values of independent variables on the chart tool tip.