Adhoc Analysis

This document provides a detailed guide on creating an Adhoc Analysis Report. Users can perform real-time data analysis without needing to save their work by following the instructions in this section. If needed, they can also download a copy of the analysis report for future reference or sharing. This feature enables efficient data exploration and convenient access to analysis results.

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Adhoc analysis : This video provides an overview of how to perform adhoc analysis within the application.

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Objective

Create an Adhoc Analysis report.

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Prerequisites

1. For this example, the sales.ds dataset is used.

2. Download the required sample files from the link adhoc_analysis.zip

3. Upload sales.ds to the Dataset Section.

4. Refer to this link for detailed steps on uploading files in the application.

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Steps to Create Adhoc Analysis

1. Go to Hamburger icon > Documents > Adhoc Analysis, then click on the list view icon to open the Analysis.

   

2. There are three ways to create an Adhoc Analysis in the application:

   I. Click on the icon next to the create folder icon in the bottom toolbar.

   II. Right-click on any empty space in the list view and select Create Analysis.

   

   III. Go to the Hamburger icon > Documents > Adhoc Analysis, then click on the Create Analysis icon.

   

3. After clicking on Create Analysis (using either method), Analysis Selection dialog box will open.

   

4. Enter the following details in the analysis section box:

   • Dataset: From the Datasets dropdown, select sales.ds.

   • Columns: Drag and drop productLine from the Dataset Columns panel into the Columns section.

   • Rows: Drag and drop country from the Dataset Columns panel into the Rows section.

   • Values: Drag and drop quantityOrdered into the Values section. When the configuration box appears, set the Type to Sum.

     

5. Click on the button to view the preview of the Adhoc Analysis.

   

6. The analysis will have a default name, AIV Sample Report. Users can modify the analysis using the icons located at the top-left corner.

   

Save As

• Initially, the Adhoc Analysis will be named AIV Sample Report. To save the analysis with a new name, click on the icon.

• If you need a new folder, click on the Create Folder button next to the Save As button. A Create Folder dialog box will appear. Enter the folder name (e.g., Adhoc Analysis Testing) and click on the Create Folder button.

  

• After creating the folder, enter a unique name for the analysis, select the desired folder from the tree view, and click the Save As button.

  

• A success message will appear once the analysis is saved.

  

• The saved analysis will then appear in the Analysis list.

  

Show Fieldlist

• When the user clicks on the icon, they can modify the data used to create the analysis. For example, countrycode has been selected in place of country.

  

Chart Type Settings

• Click on the Chart Type Settings option to open the drop-down menu:

  

• When the user selects More from the drop-down menu, additional chart options will be displayed. Enter the following details:

  • Chart Type: Column

  • Show Legend: This option is checked by default. Users can uncheck it if needed.

    

• Click OK, and your analysis window will appear as shown below:

  

Show Table

• When the user clicks on the icon, the table will be displayed again in the analysis window.

  

Export Analysis

• Users can export the analysis in various formats by clicking on icon. The available export formats include PDF, Excel, CSV, PNG, JPEG, and SVG.

• For example, when the user selects PDF from the dropdown menu, the browser displays a standard “Save As” dialog box, allowing the user to choose the file name and download location before saving the file.

  

Subtotals

• Users can manage subtotals by clicking on the icon, which provides options to Show subtotals, Do not show subtotals, Show subtotals rows only, and Show subtotals columns only.

• Users can adjust the Subtotals Position, choosing from Auto (default), Top, or Bottom.

  

Grand Totals

• Users can manage Grand Totals through the icon, with options to show or hide grand totals, or display them only for rows or only for columns.

  

• Users can also adjust the Grand Total Position, choosing whether grand totals appear automatically (default), at the top, or at the bottom.

  

Conditional Formatting

• The Conditional Formatting feature allows users to change the appearance of table cells based on specific rules. Multiple conditions can be applied to the same table.

• When the user selects icon > Add Condition, a configuration dialog appears. Enter the required details.

  

• After clicking APPLY, the analysis view updates based on the defined rules.

  

Number Formatting

• When a user clicks the icon, the following menu appears. Enter the required details as shown below:

  • Values: This dropdown provides two options. All Values and quantityOrdered. Users can select the appropriate option based on their requirements.

  • Format Type: This dropdown contains four formatting options. Number, Currency, Percentage, and Custom. Users can choose any format as needed.

  • Grouping: Allows users to enable or disable grouping by selecting True or False.

  • Decimal Places: Allows users to specify the number of digits to display to the right of the decimal point.

  • Custom Format: When the user selects Custom from the Format Type dropdown, the Custom Format field becomes active. Users can manually enter a formatting pattern to define how the numeric values should appear in the analysis.

    

• When the user clicks the APPLY button, the analysis screen updates based on the selected number formatting settings.

  

Save

• When a user clicks the icon, the entire analysis file is saved.