Roambi Pulse Quick Start Guide V

Transcription

1 Roambi Pulse Quick Start Guide V

2 Table of Contents ROAMBI PULSE OVERVIEW 3 FEATURES 3 DATA SOURCES 4 CREATING A ROAMBI PULSE 5 STEP 1: CHOOSE PULSE FROM THE CAROUSEL 5 STEP 2: IMPORT YOUR DATA 7 STEP 3: MAP YOUR DATA (EXCEL USERS ONLY) 8 STEP 4: REFINE YOUR REPORT 9 DEFINE THE GRID LAYOUT 10 DEFINE THE COMPARISONS 11 APPLY REPORT FILTERS 13 STEP 4: PUBLISH AND SHARE YOUR ROAMBI 14 INTERACTING WITH ROAMBI PULSE ON THE IPAD 15 STEP 1: CONNECTING TO YOUR ACCOUNT 15 STEP 2: NAVIGATING A ROAMBI PULSE 16 PORTRAIT VS. LANDSCAPE MODE 16 VIEWING CHARTS 17 INTERACTING WITH CHARTS 18 FILTERING CHART DATA 19 2

3 Roambi Pulse Overview Roambi Pulse features an interactive dashboard that maintains simplicity of presentation while providing end users with the ability to compare trend data for Key Performance Indicators (KPIs) across a various members in a comparison set. With the Pulse View, you can focus attention on the business information that matters most by creating a fully-inclusive dashboard-style report comprised of highly-interactive charts to achieve the following analysis goals: Compare two different measures for the same variable. For example, you can create a combination chart that visually plots Sales Revenue versus Quantity or Discount versus Sales Revenue. Compare one base measure to a specific target value. For example, you can create a combination chart that visually plots Margin versus a specific Target Value or Discount versus a specific Target Value. Features Compare two different variables for a single base measure. For example, you can create an area chart that visually plots Sales Revenue by comparing values for 2010 with values for The Pulse View offers the following features and capabilities: Create dynamic comparison sets. Provides report authors with the ability to define a variety of comparison charts for the report. Authors can specify the time and list dimensions for the X- and Y-axis, and can also set up filtering options to trim unwanted data from the report. Apply target- or threshold-based color coding to report data. Authors can apply either target-based or threshold-based color-coding to the data displaying in the report. This makes it easy for end users to scan the report and quickly locate critical business issues and important opportunities. Interactive chart dashboard. Provides end users with an interactive dashboard that maintains simplicity of presentation while enabling users to gain knowledge and understanding about trending data. Intuitive, gesture-based charts. Provides end users with the ability to use gesture-based motions to scroll through and view all of the comparison charts included in a report. Each chart includes a scrollable dimension list to provide users with the ability to quickly locate information about dimension members. In addition, charts provide a sliding axis-control to reveal information about specific data points. 3

4 Data Sources You can create a Pulse View by importing report data from Microsoft Excel or any of the BI tools supported by Roambi. To create a Pulse View, the report that you are importing as a data source must contain: A minimum of two (2) dimensions. One dimension must be a List dimension and one must be a Time dimension. If you want to create a report so end users can use the optional Filter dimension, you must have at least one additional List or Time dimension. A minimum of two (2) measures. There is no maximum number of measures. You must use all of the columns from your imported report file in the Pulse report. If you import data from a non-olap data source, Roambi will force you to use all of the columns contained in the imported report, either as dimensions or filters for the report. If you have unused columns, Roambi will prompt you to create filters before you can publish the report. Important Note before Getting Started NOTE: You create Roambi reports with the Roambi Publisher tool, which requires a computer with a compatible web-browser. 4

5 Creating a Roambi Pulse To create, refine and publish a Roambi based on the Pulse View, follow these steps: Step 1: Choose Pulse from the Carousel The first step is to choose the Pulse View from the Roambi Carousel in Publisher. 1. Log into your edition of Roambi. 2. Click the Roambi Publisher link (topright corner). 3. Click the Carousel until Pulse is at the front. 4. Click Pulse again to reveal it in Preview Mode. 5

6 5. In Preview Mode, click Select This View. NOTE: To follow these steps, download the Pulse Excel Template that is available under Resources in the Preview Mode page. 6

7 Step 2: Import Your Data You may import an Excel file or a report from a Business Information (BI) server or portal that you ve integrated with Roambi. 1. In the Locations list, select the server/portal storing the file to import. NOTE: You may also upload an Excel file from your computer, if desired. 2. Select the file to import from the server/portal directory. 3. Click Import. A progress indicator reveals the status of the import process. 7

8 Step 3: Map Your Data (Excel Users Only) If you imported an Excel file, you must confirm the data ranges and field mappings for Roambi to use when converting the Excel data. NOTE: If you did not import an Excel file, skip to Step 4: Refine Your Report on the next page. 1. When the Roambi Mapper page appears, you have these options: To change the settings, click Open Mapper and make your changes. Then, return to this page and click Continue. To accept the default settings detected by Roambi, click Continue. NOTE: For more detailed information about Roambi Mapper, see the Roambi Publisher User Guide. 8

9 Step 4: Refine Your Report To take full advantage of the Pulse View s feature-rich, interactive chart capabilities, MeLLmo recommends that you always refine your report before publishing it. NOTE: If preferred, you always have the option to publish the report immediately after the data import process. 1. At the Import Complete page, click Continue. -Or- To publish the report without refining the output, click Publish. 9

10 Define the Grid Layout The Grid Layout options allow you to customize the grid layout of charts in the Pulse View. To do this, you must specify a maximum of one (1) time dimension and one (1) list dimension. 1. In the Grid Layout tab, you have these options: To accept the default selections, click the Comparisons tab and skip to Define the Comparison Sets on the next page. To remove any default selections, click the Remove icon. 2. If you want to add a dimension, you have these options: To add a time dimension, click the Trend Time Dimension button and choose a dimension from the Choose Dimension box. To add a list dimension, click the List Dimension button and choose a dimension from the Choose Dimension box. To add a filter dimension, click the Filter Dimension button and choose a dimension from the Choose Dimension box. 3. When satisfied with your selections, click the Comparisons tab. 10

11 Define the Comparisons Next, you define the comparisons sets for each chart that you want to include in the report. You can set up three types of comparisons: Measure to Measure. Compares the performance of one measure to another. For example, to compare Sales vs. Units Sold. Measure to Target. Compares the performance of a base measure to a set target value. For example, to compare how Sales performs against a specific financial target. Measure to Itself. For example, compares how a measure performs against itself. For example, to compare Sales for 2010 with Sales for To choose the Comparison Type to create: 1. In the Comparisons tab, click the Plus (+) sign at the top-right of the Comparisons pane. This opens the Comparison Type popup window. 2. In the Comparison Type window, click one of the listed comparison methods: Measure to Measure, Measure to Target, or Measure to Itself. This reveals a Detail pane (pictured on the next page). 11

12 Define Comparison Details The Details pane lets you define the specifics for each comparison chart that you create. As illustrated below, note how required information in the Details pane varies, depending upon the Comparison Type you are creating. Details Pane: Measure to Measure Details Pane: Measure to Target Details Pane: Measure to Itself To define the details for a comparison: 1. In the Details pane, specify how Roambi should color-code the comparison for end users: Click the Choose Base Measure button. Then, select one of the items in the Choose Measure list that appears. Note that when setting up a Measure to Measure comparison, you are required to choose (2) base measures. (Measure to Target Comparisons Only) Enter a value in the Target Value box. From the Comparison Method list, choose one (1) method: Difference From, Percentage From, or Percentage Of. From the Evaluation Method list, choose one (1) method: Up is Good, Middle is Good, or Down is Good. If desired, change the values in the Less Than, Between, or Greater Than boxes. The values specified here will determine how Roambi color-codes your data in red, yellow or green. 2. When finished, click Done in the top-right corner of the Details pane. Then, see the instructions on the next page. 12

13 Apply Report Filters If the data you imported contains multiple dimensions, you must apply filters to all of the remaining dimensions. To apply filters to your report: 1. Click the Filters tab. 2. Click the Plus button at the top-right of the Filtered Dimensions pane. 3. In the Choose Dimension Member list that appears, click a dimension to add a filter. 4. Repeat the steps above until you have applied a filter to all of the listed dimensions members. 5. When finished, see the next page. 13

14 Step 4: Publish and Share your Roambi The final step is to publish and share your Roambi report. To publish your report: 1. In the Filters tab, click the Publish button. This reveals the Publish Your Report tab sequence. 2. In the Publish Options tab, you have these options: To change the Title of the Roambi file name, if desired. The name of the imported file displays here by default. You can also add a Summary description, if desired. To send a link to the published report to other users, enter an address in the To box. Use a comma (,) to separate multiple address and type a Subject for the message. If you want to include your information as a report contact, click the My Info tab and enter your information as desired. Then, return to the Publish Options tab and ensure that the Include My Info toggle is in the ON position. 3. In the Publish Location tab, choose a destination location for your Roambi report (*.rbi) file. 4. When you are satisfied with your settings, click Publish. You have successfully published a Roambi Pulse. Now, it s time to learn how to view your new report on your ipad. 14

15 Interacting with Roambi Pulse on the ipad Step 1: Connecting to Your Account 1. Download the latest version of Roambi Visualizer to your ipad. 2. Launch Roambi Visualizer on your ipad. 3. Tap the Connect button in the topleft corner of the screen. 4. In the Roambi Connect screen, tap the Add (+) button in the Accounts pane. 5. Add your account information as needed. NOTE: To review the features and capabilities of a sample Pulse report, you may also click the Roambi Samples button. Then, tap the Pulse View report in the list. 15

16 Step 2: Navigating a Roambi Pulse To learn more about Roambi Pulse, see the steps below. In our examples, we are using a Roambi Samples report titled Pharmaceutical Trends. It was created by importing the Pulse Excel Template (Pulse.xls) in Roambi Publisher. Portrait vs. Landscape Mode When you first launch a Roambi Pulse, a series of charts appears at the top of the screen and a list of dimensions appears at the bottom of the screen. When viewing the report in portrait mode, you can view up to six (6) charts at a time. When viewing the report in landscape mode, you can view up to five (5) charts at a time. Regardless of mode, if your report contains additional charts, swipe-left to view to reveal any remaining charts (pictured on the right). 16

17 Viewing Charts Below are some basic steps for viewing charts and dimensions. Opening a Chart To open a specific chart: 1. Tap the desired chart (pictured top-right). 2. To return to the main screen of the report, double-tap the chart to close it (pictured below). Scrolling through Dimensions To scroll through the values in the dimension list at the bottom of the page: 1. Drag the list dimensions up and down (pictured lower-right) 2. Make sure the desired dimension appears in the selection boxes at the middle of the screen. NOTE: As you scroll through the dimensions list, the chart values for the selected dimension are revealed. 17

18 Interacting with Charts To interact with chart data: 1. Open the desired chart (see previous page). 2. Drag the slide control immediately below the chart to the left or right. Important things to note: The chart title displays at the top and corresponds to the member selected in the dimension list. In this example, Antianginals. Below the chart title, is the name of the comparison set. In this example, Sales vs. Sales Target. Across the top of the chart immediately below the titles, values for the selected data point are revealed. 18

19 Filtering Chart Data You can apply filters to the data in your charts. To filter the data in view: 1. Tap the filter button at the top-right of the screen. This is the button that displays to the left of the Help (?) button. 2. Tap an item in the drop-down list. A checkmark appears. The charts in your report reveal data for the selection. 19