Intellicus Enterprise Reporting and Business Insights 19.1

Properties

0 views June 28, 2020 0

You can configure properties for all the views on the high speed report layout or a selected view by clicking the Properties tab on the right-side pane. This can also be viewed upon clicking properties icon icon on the top right corner of each view. If you do not select any view, the properties show up for the report.

The report level properties are listed below:

Report Name: Name of the report that appears on the title-bar.

Description: Description about the report.

Default View: Specify a default view from the drop down list for all views of the report. Changing the default view type will not change the existing views but will apply only to newly created views.

Link Non Hierarchy Filters: Filters in a hierarchy are linked by default, i.e. changes made in parent filters automatically refresh the child level filters. Checking this option would link other non-hierarchy filters with the parent. Refer section below to know how to perform Non-Hierarchical filtering in High Speed reports.

Default Palette: Specify a color palette from the drop down list that should apply to all views by default.

Click Actions on View: You can specify the default behavior if the following actions are checked.

  • Filter other views: All the views are linked by default so that on selection and interaction within a view, all other views in the report get filtered on the selected value(s)
  • Expand member: To be able to expand the cube levels to view the child members along with the parent dimension.
  • Drill member: To be able to perform the drill operations on the cube members. Drill operation is the ability to view lowest level of details in the data from aggregated or summarized data.
  • Hyperlink: In case of a hyperlinked field (specified at the analytical object level), you can drill down to open another report or URL on clicking the value of field.

You can at any time click Change View Type on the top right corner of the selected view to change the View Type and specify the Properties associated to each type.

The below table summarizes the properties for various view types.

View Type Properties
Crosstab View Name: Specify a name of the view.
Member Count: You can set the value of OLAP member count value to dynamically fetch the specified rows.Note: If a measure is included in size, then it will also contribute to the member count. In such cases, one less item than the count specified may be seen.Highlighting: Highlight is a visual indication on a high speed 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.

Refer table underneath to know more on highlighting.

Heat Map: With this feature, you can create a gradient based distinction between higher to lower values. You can create heat maps on column as well as on row level. You can also choose to highlight only highest and the lowest values.

Let us take an example, we have created a report to show Agency-wise total insurance value and measured these values based on policy types. We have created a heat map to highlight the highest and the lowest value column and row wise. With this representation, we can clearly see the highest and lowest collection done by various agencies in selling different policies. Based on such insights the agencies can formulate a plan to do a better sale in the future.

heat-map

If Apply at Row Level property is selected, the color gradient will consider values only of that particular row.

HighLight Lowest and Highest only will select the lowest and the highest values with the selected color values.

Also, values can also be represented in % or actual values with %.

Under cross tab section, two check boxes are provided with the properties:

    • Show Values in % (Row Level)
    • Show Actual Values along with %
Bar, Column, Line, Area, Curve, Curve Area, Scatter General

View Name: Specify a name of the view.

Chart

Show Scrollbar: Check this option to view a scrollbar on the X-axis to be able to select on the chart.

Show Point Labels: Check this option to see the Y-axis values as point labels on the chart.

Show Legends: Check this to show the legend for various dimensions on Y axis.

Legend Position: You can also define the position of Legend from the drop down in case Show Legends is checked.

Color

Color Palette: You can choose from the standard palettes available or inherits the parent palette as specified at the report level properties.

Sort Order

Measures: Select the measure to apply sorting to.

Sort Option: Specify whether to sort in ascending or descending order or see the values in their natural order.

X-Axis

Title: Check this option to view title on the X-axis. You can specify the title on X-axis under Title text box. The titles get automatically created based on caption of selected X and Y axes fields if left unspecified. You can specify up to 50 characters for these titles.

Wrap Labels: Check this to get a horizontal view of labels on X-axis. If unchecked, you can specify the Label Rotation angle of label views.

Y-Axis

For the measures added on Y-axes, you can specify,

Series Type: You can choose the chart series type as line, bar, curve etc.

Color: 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’.

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

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

Check Show Trend Line to add 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 = 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

You can define the order of polynomial trend line.  The order of the polynomial determines by the number of fluctuations in the curve.

Moving Average Period determines the number of data points to average and use as average value for trending.

Select Forecast to specify trend line for future or back period of time

Title: Specify the title on Y-axis under Title text box.You can choose to show or hide multiple Y axes titles.

Stack Type: Normal = No stacking

Stacked = Stacks all values on Y-axis. Stacking is showing the values of measures on Y-axis on top of each other

100% Stack = Stacks values of measures on Y-axis after recalculating to percent values

Threshold Lines: A Threshold Line is added to your chart to indicate a key value, sales threshold, or the average of your data. You can either specify a value for Threshold Line or a range of values for Threshold Band. This enables to highlight values that fall either above or below the specified threshold.

You can also specify label text and color of Threshold Line or Band.

Click + icon  to add multiple Y axes.

Pie, Radar, Bubble, Funnel, Pyramid Have similar General, Chart, Color and Sort Order properties as described above.
Waterfall Have similar General, Chart, Sort Order and X-Axis properties as described above.
Candlestick, OHLC Have General, Chart (except Show Point Labels), Sort Order and X-Axis properties same as described above. However, they have different properties for Y-Axis. You can specify measures for Open Field, High Field, Low Field and Close Field to create candlestick or OHLC charts based on your data.
Counter Have similar General properties as described above.

 

Highlight properties

Item Values Comments
Highlight Select from list:

(Entire Row)

 

 

(Entire Column)

 

(Cell)

 

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

 

(Entire Column) = Apply below mentioned highlighting style to entire column

Cell = Apply highlighting style to entire cell

With Header Check/ Uncheck Respective row/ column header for the selected row/ column to be highlighted.
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.

Open (

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

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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

Non-Hierarchical filtering in High Speed reports

Intellicus supports non-hierarchical filtering in HSV reports. Earlier, you could filter hierarchically, which means if you chose country as a filter criterion, the state filter would update to show states belonging to that country. However, if one of your filter criteria was say Policy Type, and it did not fell under Region hierarchy, it would list name of all types of policies. Now with non-hierarchical filtering, the policy type filter will update to display the names belonging to the choices you make in the country and the state filters.
This will help you to bring out even relevant data in your HSV views.
To perform non-hierarchical filtering in HSV reports:
Open an HSV report, drag and drop dimension fields in the Filter tab, and under properties check the box against Link Non Hierarchy Filters.
The following screenshots show how the filters would appear without or with linking respectively. You will observe in both the examples country and state are same.

Not-linked
Figure 10: Non-hierarchy Filters not linked
The above screenshot shows an example when non-hierarchy filters are not linked.
Linked
Figure 11: Non-hierarchy Filters linked
The above screenshot shows an example when non-hierarchy filters are linked.

Note:

  • The GIS enabled dimensions are not refreshed by any filter, but the GIS enabled dimension filter are able to refresh other filters.
  • The Date type dimension filters are also not refreshed by any other filters, but filter linking works for Date type dimensions if same hierarchical filters are present.
  • The order of selecting filters is maintained and reverse filtering does not work.
  • If the filter criteria is “Not in List” then that filter is not able to change the values of other filters.
  • If the filter contains a text box for which value is to be entered manually, then also the linking does not persist.
  • There is no impact of dimension filtering on attributes. Attribute filters remain intact and there is no linking between attributes and other dimension filters.
  • If complete dimension is dropped on report, the tree that is created is out of the scope of filter linking.