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. Additionally, if needed, users can download a copy of the analysis report for future use or sharing. This feature allows for efficient data examination and easy access to analysis results.

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Adhoc analysis : This video explains adhoc analysis within the application.

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Use Case

Make Adhoc Analysis report.

Prerequisite

You can use default dataset available with AIV Sales.cds to create analysis.

Steps to Create Adhoc Analysis

1. Log in to the AIV application with your credentials and navigate to the List View of the Adhoc Analysis section.

   

2. Click on the Create Analysis icon at the bottom of the screen, as shown below:

   

3. The Analysis section will appear and look like the image below. This section allows users to select the data for the analysis:

   

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

• Dataset: Sales.cds

• Columns: Drag and drop the productLine column from the Dataset Columns to Columns.

• Rows: Drag and drop the country column from the Dataset Columns to Rows, and Productline to Columns and Values.

• Values: When you drag and drop Productline to Values, a small box will appear asking for the Type. Set it as sum Type.

  

5. Click on the Preview and Cancel buttons. Your screen will look like this:

   

6. The analysis will have a default name as AIV Sample Report. Users can make changes to the analysis using the icons at the top left corner, as shown below:

   

   

Save As

• Initially, the Adhoc analysis will be named ‘Sample Report’. To save the created analysis, use the save as icon shown in the image above.

• Click on the Save as button to save the analysis. You will see a Save as window like the one below:

  

• Provide a unique name for the analysis, select a folder from the tree view displayed below the name field, and click the Save as button. A success message will appear once the analysis is saved.

• To create a folder from the Save as window, use the button next to the Save as button. The given analysis name will be displayed in the Analysis list as shown below:

  

7. When a user clicks on the Show Fieldlist option , the screen will look like this. Users can change the data used to create the analysis using this option:

   

8. Click on the Chart Type Setting option to see the drop-down menu:

   

9. It will show many other chart options when the user selects ‘More’ from the drop-down menu. Enter the following details:

• Chart Type: Column
• Show Legend: By default, it is checked. Users can uncheck it if needed.

10. Click on the OK button and your analysis window will look like this:

    

11. When the user clicks on the Show Table icon, it will display the table in the analysis window again. Users can export the analysis in various formats by clicking on Export Settings, which includes PDF, Excel, CSV, PNG, JPEG, and SVG. Using the Show grand totals option from the drop-down menu, your analysis screen will look like this:

    

12. When a user clicks on the Conditional Formatting option > Add condition, it will look like this. Enter the details as shown in the image below:

    

13. When a user clicks on the Apply button, the analysis screen will look like this. Using the Conditional Formatting option, users can change the formatting of the table cells as needed. Users can also add multiple conditions to one table:

    

14. When a user clicks on the Number Formatting option, it will look like this. Enter the details in the Number formatting menu as shown below:

• Values: It has two options in the drop-down: All Values and productLine. Users can select the needed option.

• Format Type: Contains four options in the drop-down: Number, Currency, Percentage, and Custom. Users can select any of these options as needed.

• Decimal Places: Users can set the position of a digit to the right of the decimal point.

  

  

15. When a user clicks on the Apply button, the analysis screen will look like this:

16. Click on the Save As option, and a pop-up will appear on your screen like this. Give a required name to the analysis in the Name box and select the folder where you want to save the analysis. (for this example, we will name it: Sales Data Analysis)

    

17. Select the folder from the Save As window if you want to save the file in a desired folder. (For this example, we did not select a folder)

18. When the user clicks on the Save As option, the analysis report will be saved automatically to the Adhoc Analysis section. One more option, Save, will appear next to the Number Formatting option.

The analysis name will change to Test adhoc Analysis from AIV Sample Report: