Eloqua Insight Intro Analyzer User Guide

Transcription

1 Eloqua Insight Intro Analyzer User Guide

2 Table of Contents About the Course Materials... 4 Introduction to Eloqua Insight for Analyzer Users Introduction to Eloqua Insight Eloqua Insight Home Page Reports in Eloqua Insight What Is a Report? The Template The Report Filter Creating Reports Design Mode Using the Object Browser Using the Template Definition Window Using the Report Filter Definition Window Blank Report Saving Templates and Report Filters Combining Templates and Report Filters Advanced Save Options Choosing Shortcut or Copy Filters in Eloqua Insight Creating Report Filters Using the Filter Editor Creating an Attribute Form Qualification Creating an Attribute Element List Qualification Creating a Date Qualification Creating a Metric Value Qualification Creating a Filter Qualification Creating a Report as Filter Qualification Using a Report Filter Object in a Report Creating a Filter in the Report Editor Set Operators Prompts in Eloqua Insight The Prompt Editor Creating Prompts Creating a Hierarchy Qualification Prompt Creating an Attribute Qualification Prompt Creating an Attribute Element List Prompt Creating a Metric Qualification Prompt Creating an Object Prompt Creating a Value Prompt Adding Prompts to a Report Using Filter Definition Prompts Copyright 2012 Eloqua Corporation. All rights reserved. 2

3 Using Object Prompts Using Value Prompts Advanced Save Options Advanced Report Manipulation in Eloqua Insight All Objects Pane Adding and Removing Objects to and from a Report Disabling Drilling on Reports Report Details Properties Linking in Reports Advanced Report Formatting in Eloqua Insight Advanced Grid Formatting Using the Formatting Toolbar Using the Advanced Formatting Option Using the Advanced Thresholds Editor Resizing Columns and Rows Removing the Metrics Column Displaying Vertical Text Advanced Graph Formatting Using Graph Design Mode Using the Graph Toolbar Using the Graph Option Using the Format Tab Copyright 2012 Eloqua Corporation. All rights reserved. 3

4 About the Course Materials Notes and Warnings A note icon indicates helpful information. A warning icon calls your attention to very important information that you should read before continuing the course. Copyright 2012 Eloqua Corporation. All rights reserved. 4

5 1 Introduction to Eloqua Insight for Analyzer Users Introduction to Eloqua Insight Eloqua Insight is a highly interactive, intuitive and simple-to-use interface for reporting, analysis, and continuous business monitoring. With a look and feel that is exceptionally crisp and clean, Eloqua Insight has been designed specifically to fit the needs of business users who find it intuitive and simple to use. You will immediately recognize tools, techniques, and formats familiar to any user of the Internet or common Windows applications. Eloqua Insight is offered in two different user types to meet the full range of business user reporting needs from high-level scorecards and dashboards to advanced reporting and analysis. The two different Eloqua Insight users are described below: Reporters Business analysts have all the functionality of business users, plus the ability to drill anywhere, edit totals, pivot reports, add fields to or remove fields from a report, create derived metrics, and create reports or ad hoc queries. All Insight users are Reporters by default. Analyzer User Report developers and advanced business users have access to all the functionality of business analysts, plus the ability to design scorecards, dashboards and operational reports in design mode or WYSIWYG view mode. These users also have advanced formatting capabilities as well as the ability to perform calculations across multiple data sources. Some product trims include one or multiple Analyzer Users but for most trims, the Analyzer User is an add-on. Please contact your Account representative for more information on how to get an Analyzer User. The topics discussed in the remaining sections of this user guide require the Analyzer User version of Eloqua Insight. Copyright 2012 Eloqua Corporation. All rights reserved. 13

6 The following list shows the additional features that an Analyzer User can do over an Reporter User. Additional Features for Eloqua Insight Analyzer Users Build reports from scratch in Design Mode Create or edit dashboards in WYSIWYG Mode Create or edit dashboards in Design Mode Set the available default run mode and export modes for reports and dashboards Create and modify report filters Format and modify graph titles and axes Row, column and cell level formatting for grid reports Adjust row height and column widths Use Advanced Threshold Editor Create a calculated field in dashboards Toggle conditional formatting in dashboards Create and modify prompts using the Prompt Editor Create and edit links and drill options Save reports and dashboards to be used by everyone with access to Insight. The true power of Eloqua Insight is fully attained in Analyzer User, yet as a Eloqua Insight report designer, you access all of the Eloqua Insight features through the same, intuitive Web-based interface as a standard business user. Eloqua Insight Home Page Upon logging in to Eloqua Insight as an Analyzer User, you are presented with several options. Most of the options are available across all versions of Eloqua Insight, but a few options are available only to Analyzer Users. Copyright 2012 Eloqua Corporation. All rights reserved. 14

7 Eloqua Insight Home Page for Eloqua Insight Analyzer User All of the options on the Eloqua Insight Home Page are briefly described below: Reports and Dashboards This location contains reports the standard reports that Eloqua provides it s users. My Reports The My Reports location is the default save location for reports and objects you create while working in Eloqua Insight. Any report or object in the My Reports folder is only accessible with your user name. I History List The History List displays messages that, when clicked, immediately display the reports and documents that you subscribe to or that you manually send to the History List. My Subscriptions My Subscriptions lists the reports and documents to which you are subscribed. You can also modify your subscriptions and unsubscribe yourself from reports and documents using this option. Create Report The Create Report option enables you to create new reports in Eloqua Insight. Analyzer Users can create reports from scratch using the Blank Report option combined with the Design Mode view. Create Dashboard The Create Document option enables you to create new dashboards in Eloqua Insight. Copyright 2012 Eloqua Corporation. All rights reserved. 15

8 Create Prompt The Create Prompt option enables you to create your own prompts in Eloqua Insight. A prompt is a question the system presents to a user when a report is executed. How the user answers the question determines what data is displayed on the report when it is returned from the data source. As a report designer, you can include one or more prompts in any report. Create Filter The Create Filter option enables you to create your own filters in Eloqua Insight. A filter screens data in your data source to determine whether the data should be included in or excluded from the calculations of the report results. As an Analyzer User, you can include one or more prompts in any report. Copyright 2012 Eloqua Corporation. All rights reserved. 16

9 2 Reports in Eloqua Insight What Is a Report? Reports are the focus of business intelligence analysis. They enable users to gather business insight through data analysis. The results from any Eloqua Insight report is often just a starting point for further business intelligence investigations. A simple report typically has at least one attribute, one metric, and a report filter. Not all of these components are required, but the data returned is often more meaningful when you use them. Technically, you can create a report with just one attribute on its template. When you execute the report, it returns a list of all the attribute elements for that attribute. For example, a report containing just the Year attribute would return a list of years from the data warehouse. Adding a metric to the report provides another level of detail, enabling you to learn more about the attribute on the template. Using the Year example again, adding a sales metric to the template calculates total sales for each year. Finally, a report filter enables you to limit the data to a specific area of interest. For example, perhaps you only want to see sales information for the year For more information on filters, see the Filters in Eloqua Insight lesson. Copyright 2012 Eloqua Corporation. All rights reserved. 17

10 A report is a request for specific, formatted data from the data warehouse. It consists of a template plus any desired filtering criteria. A template specifies what information to retrieve from the data warehouse and how this information is displayed in the report results. A report filter specifies the conditions that the data must meet to be included in the report results. A view of a report is the actual view of a report subset. When a report is executed, you obtain a formatted collection of all of the objects (such as attributes and metrics) specified on the template that have satisfied the filtering conditions of the report filter. For example, a report can show you a list of stores in a specific region, the price and volume of stock for a given period of time, or other important information. You can change the report s formatting details to suit your requirements and preferences. Whenever you create a report, you also create a template and a report filter. Although you may not specifically define and use a separate template or report filter object, these are the objects that logically make up a report definition. Copyright 2012 Eloqua Corporation. All rights reserved. 18

11 The Template A template specifies what information to retrieve from the data warehouse and how this information is displayed in the report results. Templates may contain any of the following objects, in any combination: Attribute Provides context in which to report on and analyze business facts or calculations. While knowing your company s total sales is useful, knowing where and when the sales took place provides the kind of analytical depth users require on a daily basis. Metric Represents business measures and key performance indicators. Metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. All the metrics are grouped together and bound to one axis (the rows or the columns). Object Prompt Enables users to define at run time which objects will appear on the template. A prompt is a question the system presents to a user during report execution. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Consolidation Enables you to group attribute elements in new ways without changing the metadata and warehouse definitions. You can use consolidations on a report just like regular attributes. Consolidations allow you to qualify a report on a row-by-row basis. Custom Group Is made up of an ordered collection of components called custom group elements. Each element contains a set of filtering or banding qualifications. Qualifications are the actual conditions that must be met for data to be included in the custom group element. Examples include Region = Northeast or Revenue > $1 million. The Report Filter A report filter specifies the conditions that the data must meet to be included in the report results. You can create the following types of report filters: Attribute Form qualification Attribute Element List qualification Date qualification Metric Value qualification Filter qualification Report As Filter qualification Copyright 2012 Eloqua Corporation. All rights reserved. 19

12 Creating Reports The options for creating new reports in Eloqua Insight are presented to you upon clicking the Create Report option on the Eloqua Insight Home Page or the Eloqua Insight toolbar. Eloqua Insight Home Page for Eloqua Insight Analyzer User The image below is what you see upon clicking Create Report. Create Report Options You can also get to the Create Report page after running a report. In the report results page, on the Tools menu, select New. Copyright 2012 Eloqua Corporation. All rights reserved. 20

13 Blank Report Enables you to create a report by defining the template and the report filter entirely from scratch. Design Mode Design Mode is a powerful feature that allows the report developer to create or modify a report through an intuitive interface that includes the Object Browser, the template definition window, and the filter definition window. Report in Design Mode Using the Object Browser The Object Browser enables you to view the objects included in the report and to navigate through the project to locate objects you wish to add to the report. You also access Related Reports from the Object Browser. Report Objects The Report Objects pane displays the objects that are currently part of the report definition. If the object appears in grey text, the object is already on the template and displays in the initial report results. If the object appears in black text, the object is retrieved from the data warehouse when the report is run, but does not display in the report results automatically. Copyright 2012 Eloqua Corporation. All rights reserved. 21

14 Report Objects All Objects The All Objects pane enables you to navigate through the project to select and add additional objects to the report. All Objects Related Reports The Related Reports pane displays links to reports and documents that are stored in the same folder as the report you are currently viewing. Copyright 2012 Eloqua Corporation. All rights reserved. 22

15 Using the Template Definition Window The template definition window allows you to define the report layout by adding objects to the rows, the columns, or the page-by axis from the Report Objects pane or the All Objects pane. Template Definition Window Using the Report Filter Definition Window The report filter definition window allows you to specify the conditions the data must meet in order for it to be retrieved from the data warehouse. Report Filter Definition Window Blank Report Eloqua Insight gives you the ability to create a report entirely from scratch, using any available object in Eloqua Insight to define its template and report filter. To create a report using a blank report: 1. On the Eloqua Insight Home Page or the Eloqua Insight toolbar, click Create Report. 2. On the Create Report page, ensure the View report in Design Mode check box is selected. Copyright 2012 Eloqua Corporation. All rights reserved. 23

16 View Report in Design Mode Check Box 3. Click Blank Report. 4. In Design Mode, add the desired objects to the template definition window. 5. On the report toolbar, click Run Report. To add an attribute to the template definition window: 1. In Design Mode, in the Object Browser, display the All Objects pane. 2. Click Attributes. This is a shortcut that displays all the attributes. 3. Click the desired folder to display the list of attributes included in that folder. 4. Select an attribute, and do one of the following: Double-click the attribute to add it to the rows of the template. Use data pivoting to rearrange the objects as you see fit. OR Right-click the attribute and select Add to Grid to add it to the rows of the template. Use data pivoting to rearrange the objects as you see fit. Copyright 2012 Eloqua Corporation. All rights reserved. 24

17 OR Drag and drop the attribute from the All Objects pane to the desired position in the template definition window. To drag and drop an attribute into the rows of a template, in the template definition window, move your cursor over Drop objects here to add rows until you see a vertical yellow line. Drag and Drop an Attribute into the Rows To drag and drop an attribute into the columns of a template, in the template definition window, move your cursor over Drop objects here to add columns until you see a horizontal yellow line. Drag and Drop an Attribute into the Columns Copyright 2012 Eloqua Corporation. All rights reserved. 25

18 To drag and drop an object into the page-by axis of a template, in the template definition window, position your cursor over the page-by axis until you see a yellow rectangle. Drag and Drop an Object into the Page-by Axis To add a metric to the template definition window: 1. In Design Mode, in the Object Browser, display the All Objects pane. 2. Click Metrics. This is a shortcut that displays all the metrics. 3. Click the desired folder to display the list of metrics included in that folder. 4. Select a metric, and do one of the following: Double-click the metric to add it to the columns of the template. Use data pivoting to rearrange the objects as you see fit. OR Right-click the metric and select Add to Grid to add it to the rows of the template. Use data pivoting to rearrange the objects as you see fit. Copyright 2012 Eloqua Corporation. All rights reserved. 26

19 OR Drag and drop the metric from the All Objects pane to the desired position in the template definition window. To drag and drop a metric into the columns of a template, in the template definition window, move your cursor over Drop Metrics here to add data until you see a horizontal yellow line. Drag and Drop a Metric into the Columns Use data pivoting to rearrange the objects as you see fit. To save a report using a blank report: 1. In the report results window, do one of the following: On the Home menu, select Save As. OR On the home toolbar, click Save As. To save a report without first running it, in Design Mode, on the report toolbar, click Save As. Copyright 2012 Eloqua Corporation. All rights reserved. 27

20 2. In the Save As window, on the Report tab, navigate to the location in which you want to save your report. By default, reports are saved to My Reports. You can ONLY SAVE reports in the My Reports folder (only available to yourself) or the Custom Report folder (available to anyone with access to your Eloqua install). You can add subfolders to the Custom Report folder in order to organize reports and dashboards in the way you want. 3. Type a name and description for your report. Typing a description is optional. 4. Click OK. The Report Saved window appears confirming your save action. Saving Templates and Report Filters Earlier in this lesson, you learned how to save reports in the Report Editor. As an Analyzer User, you also have the ability, in the Report Editor, to save as independent objects the template and report filter components of a report. To save a template you have created in Design Mode: 1. In the Report Editor, in Design Mode, on the report toolbar, click Save As. You must have an object on your template in order to enable the Save As button. 2. In the Save As window, click the Template tab. 3. Navigate to the location in which you want to save your template. By default, templates are saved to My Reports. You can ONLY SAVE templates in the My Reports folder (only available to yourself) or the Custom Report folder (available to anyone with access to your Eloqua install). You can add subfolders to the Custom Report folder in order to organize reports and dashboards in the way you want. Copyright 2012 Eloqua Corporation. All rights reserved. 28

21 4. Type a name and description for your template. Typing a description is optional. 5. Click OK. The Template Saved window appears confirming your save action. To save a report filter you have created in Design Mode: 1. In the Report Editor, in Design Mode, on the report toolbar, click Save As. You must have an object on your template in order to enable the Save As button. 2. In the Save As window, click the Filter tab. 3. Navigate to the location in which you want to save your report filter. By default, report filters are saved to My Reports. You can ONLY SAVE filters in the My Reports folder (only available to yourself) or the Custom Report folder (available to anyone with access to your Eloqua install). You can add subfolders to the Custom Report folder in order to organize reports and dashboards in the way you want. 4. Type a name and description for your report filter. Typing a description is optional. 5. Click OK. The Filter Saved window appears confirming your save action. Copyright 2012 Eloqua Corporation. All rights reserved. 29

22 Combining Templates and Report Filters Now that you know how to create template and report filter objects, you can combine them to create reports using the running filter + template feature. This feature displays the Run Filter + Template toolbar at the top of the page when you are viewing the Shared Reports or My Reports folders. The Run Filter + Template toolbar allows you to choose a filter and a template to be combined and executed, thus creating a new report from scratch. Run Filter + Template Toolbar To enable the running filter + template feature: 1. On the Eloqua Insight Home Page or on the Eloqua Insight toolbar, click Preferences. 2. On the User Preferences page, on the left side, click Folder browsing. 3. On the Folder browsing page, select the Enable running filter + template check box. 4. Click Apply. To create a report using the running filter + template feature: 1. In the My Reports or the Shared Reports folder, navigate to the desired filter. 2. Click the name of the desired filter. On the Run Filter + Template toolbar, you now see the filter name instead of the (no filter) text. 3. In the My Reports or the Shared Reports folder, navigate to the desired template. 4. Click the name of the desired template. On the Run Filter + Template toolbar, you now see the template name instead of the (no template) text. 5. On the Run Filter + Template toolbar, click Run Report. Copyright 2012 Eloqua Corporation. All rights reserved. 30

23 When you save a report that you created using the running filter + template feature, you will see additional save options in the Save As window. For more information on these save options, see Advanced Save Options. Advanced Save Options Choosing Shortcut or Copy Using a shortcut to an existing object to create a report means that any changes made to the object going forward are automatically propagated to the report. Similarly, changes made to the object from within the report are reflected in the original object and thus, are also automatically propagated to all other reports in which they are used as shortcuts. When using shortcuts to an existing object to create a report, the existing objects are referred to as linked objects. Using a copy of an existing object means that changes to the object going forward do not affect the report. Similarly, changes made to the object from within the report do not affect the component objects or any other report in which they are used as shortcuts. In Analyzer User, you have the ability to modify both templates and report filters in Design Mode. In the event that you modify a report that was created using shortcuts or you create your own report using the running filter + template feature, when you save the report, you are presented with additional options in the Save As window. Save As Window Copyright 2012 Eloqua Corporation. All rights reserved. 31

24 If you want to keep the shortcuts to both the template and report filter objects, select the Keep template and filter as linked objects check box. After clicking OK in the Save As window, the following message appears: Confirm Overwrite Window If you click Yes, any changes you made to the template and the report filter in Design Mode overwrites the original template and report filter object definitions with your new definitions, which also affect all other reports that were created using shortcuts to these objects. On the other hand, if you do not want to keep the shortcuts to either the template or the report filter objects, but would rather create copies of both the template and report filter objects, clear the Keep template and filter as linked objects check box and click OK. If you want to keep the shortcut to one object and make a copy of another object, click the Advanced Options link and choose from one of the following options: Keep shortcut to template Select this check box if you want to keep the shortcut to the template object. All changes you made to the template in Design Mode are propagated to the template object, which also affects all other reports that were created using shortcuts to the template. Keep shortcut to filter Select this check box, if you want to keep the shortcut to the report filter object. All changes you made to the report filter in Design Mode are propagated to the report filter object, which also affects all other reports that were created using shortcuts to the report filter. Save As Window Advanced Options Copyright 2012 Eloqua Corporation. All rights reserved. 32

25 3 Filters in Eloqua Insight Creating Report Filters A report filter specifies the conditions that the data must meet to be included in report results. For example, consider the following illustration, which shows a table of data filtered by three different report filter conditions: As you can see, each report filter condition returns a different result set. You need to know how to design the correct report filter in order to retrieve the desired data. A report filter can be created as a separate object using the Filter Editor or embedded in a report using the Design Mode view of the Report Editor. Using the Filter Editor In addition to creating filters within the context of reports by using the Report Filter definition window of the Report Editor, you can also create standalone filters using the Filter Editor, as shown below: Copyright 2012 Eloqua Corporation. All rights reserved. 33

26 Eloqua Insight Filter Editor You access the Filter Editor in any of the following ways: On the Eloqua Insight Home Page, click the Create Filter link. From within a folder, right-click any blank area, point to New, and select Filter. From within a folder, on the action bar, click Create Filter. The Filter Editor resembles the Report Filter definition window in the Report Editor. From the Object Browser, you simply drag attributes or metrics to the Filter pane to define the filter. The Filter Editor gives you direct access to the Data Explorer for easier object browsing. Using the Filter Editor, you are able to add existing prompts to a filter. For example, if you have a prompt called Select a Year, you can use it in the Filter Editor to create a filter that returns only the year specified by the user at run time. You can also create a prompt on the fly by defining it from within the Filter Editor. Additionally, you can use reports as filters by including them as the filtering criteria when you use the Filter Editor. The following is a list of all the types of report filter conditions you are able to create with the Filter Editor: Attribute Form qualification Attribute Element List qualification Copyright 2012 Eloqua Corporation. All rights reserved. 34

27 Date qualification Metric Value qualification Filter qualification Report As Filter qualification Creating an Attribute Form Qualification An Attribute Form qualification enables you to qualify on any attribute form of an attribute. For example, you can create an attribute form qualification on the Last Name attribute form of the Customer attribute that only returns data for those customers whose last name begins with the letter a. To qualify on an attribute form: 1. On the Eloqua Insight Home Page, click the Create Filter link. 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the attribute with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired attribute, add the attribute to the filter definition window by doing one of the following: Double click the attribute. OR Right-click the attribute and select Add to Filter. OR Drag and drop the attribute from the Object Browser to the filter definition window. In the filter definition window, notice that the Qualify radio button is selected by default. Copyright 2012 Eloqua Corporation. All rights reserved. 35

28 4. In the filter definition window, in the drop-down list, select the attribute form on which you want to qualify. 5. In the second drop-down list, select the operator you want to use. 6. In the box, type the appropriate value. Depending on the operator you selected, you may need to type multiple values in the box. 7. Click Apply. 8. On the filter toolbar, click Save. 9. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 10. Click OK. Creating an Attribute Element List Qualification An Attribute Element List qualification enables you to select from a list of attribute elements. You can choose from the in or the not in operator. For example, you can create an attribute element list qualification on the Region attribute that returns data for the Northwest and Southwest regions or returns data for all regions except for the Northwest and Southwest regions. To qualify on a list of attribute elements: 1. On the Eloqua Insight Home Page, click the Create Filter link. Copyright 2012 Eloqua Corporation. All rights reserved. 36

29 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the attribute with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired attribute, add the attribute to the filter definition window by doing one of the following: Double click the attribute. OR Right-click the attribute and select Add to Filter. OR Drag and drop the attribute from the Object Browser to the filter definition window. 4. In the filter definition window, select Select. 5. In the drop-down list, select In List or Not In List. 6. In the Available list, select attribute elements by doing one of the following: Double-click the attribute element. OR Copyright 2012 Eloqua Corporation. All rights reserved. 37

30 Highlight the attribute element and click Add to selections. To narrow down the list of attribute elements that display in the Available list, in the Search for box, type a text string and click Find. From the Selected list, remove an attribute element by double-clicking it or by selecting it and then clicking Remove from selections. 7. Click Apply. 8. On the filter toolbar, click Save. 9. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 10. Click OK. Creating a Date Qualification A date qualification enables you to qualify on an attribute with the date datatype. For example, you can create a date qualification on the Day attribute to return only days between January 1, 2008, and February 12, To qualify on a date: 1. On the Eloqua Insight Home Page, click the Create Filter link. Copyright 2012 Eloqua Corporation. All rights reserved. 38

31 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the attribute with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired attribute, add the attribute to the filter definition window by doing one of the following: Double click the attribute. OR Right-click the attribute and select Add to Filter. OR Drag and drop the attribute from the Object Browser to the filter definition window. In the filter definition window, notice that the Qualify radio button is selected by default. 4. In the filter definition window, in the drop-down list, select the ID form. 5. In the second drop-down list, select the operator you want to use. 6. In the box, type the appropriate date (or date range) or click the calendar button and select a date from the date picker. 7. Click Apply. Copyright 2012 Eloqua Corporation. All rights reserved. 39

32 8. On the filter toolbar, click Save. 9. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 10. Click OK. Creating a Metric Value Qualification Metric value qualifications enable you to restrict report results based on a metric value. For example, Units Sold greater than or equal to 10 returns all values for Units Sold that are 10 or higher. The metric is not required to appear on the template. For example, a store manager might want to see sales numbers for products whose current inventory levels are below a certain level. However, the report does not have to display the inventory figures for those products. To qualify on a metric value: 1. On the Eloqua Insight Home Page, click the Create Filter link. 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the metric with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired metric, add the metric to the filter definition window by doing one of the following: Double click the metric. OR Right-click the metric and select Add to Filter. OR Copyright 2012 Eloqua Corporation. All rights reserved. 40

33 Drag and drop the metric from the Object Browser to the filter definition window. In the filter definition window, in the drop-down list, select the operator you want to use. 4. In the box, type the appropriate value. 5. Click Apply. 6. On the filter toolbar, click Save. 7. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 8. Click OK. Creating a Filter Qualification Using existing filter objects to define a new report filter can be thought of as embedding filters, which is a useful way to leverage existing filter objects. For example, the following report filters already exist in your project: Year 2006, Northwest Region, and Electronics Category. You now have a report that requires all three of these filter conditions. Rather than redefining each one of these filter conditions, you can simply reuse and combine the existing filters. When you use an existing report filter object to define your report filter, you are creating a link to the original report filter object. As a result, any change made to the original report filter s definition will automatically be reflected in your report. To qualify on a filter qualification: 1. On the Eloqua Insight Home Page, click the Create Filter link. Copyright 2012 Eloqua Corporation. All rights reserved. 41

34 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the filter (usually located in the Public Objects\Shared Filters folder) with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired filter, add the filter to the filter definition window by doing one of the following: Double click the filter. OR Right-click the filter and select Add to Filter. OR Drag and drop the filter from the Object Browser to the filter definition window. 4. On the filter toolbar, click Save. 5. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 6. Click OK. Creating a Report as Filter Qualification The result set of an existing report object can be used as a report filter qualification on a different report. Often, the result set of one report is exactly what is needed to filter another report. Rather than create a report filter that mimics the results of the first report, the first report itself can be used as a report filter inside the second report. For example, you may be analyzing customers and the items these customers purchase. Specifically, you would like to find your most valued customers and see what items they are purchasing by Category. In this example, Top 5 Customers by Revenue and Customers who spent more than $2,000 are existing reports that are used to filter a third report. Copyright 2012 Eloqua Corporation. All rights reserved. 42

35 Using a report as a filter is a powerful feature. It enables you to ask more sophisticated questions as you analyze your business. Because the results of the report-as-filter report control the output of the main report, you can perform market basket-type analysis and create reports that use nested queries. To qualify on an existing report: 1. On the Eloqua Insight Home Page, click the Create Filter link. 2. In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the report with which you want to define your report filter. You can use wildcards, such as * and? in the Find box. The search is not case sensitive. 3. On the Object Browser, when you have located the desired report, add the report to the filter definition window by doing one of the following: Double click the report. OR Right-click the report and select Add to Filter. OR Drag and drop the report from the Object Browser to the filter definition window. 4. On the filter toolbar, click Save. 5. In the Save As window, in the Name box, type a name for the filter. You can also add a description to the filter, which will display below the filter name in the folder. 6. Click OK. Copyright 2012 Eloqua Corporation. All rights reserved. 43

36 Using a Report Filter Object in a Report To use a report filter object in a report: 1. Create a new report or edit an existing report. 2. In the Report Editor, in Design Mode, in the Object Browser, locate the desired report filter object and place it on the Report Filter Definition window. Creating a Filter in the Report Editor Filters can be created as part of a given report in the Report Editor at the same time the report itself is being created. This is called an embedded report filter. You can create the six types of report filter conditions in the same manner as you created them in the Filter Editor. Set Operators When a report filter has more than one condition, those conditions are combined with set operators. Set operators govern the interaction between multiple report filter conditions. Following is a list of available set operators: AND OR OR NOT AND NOT By default, the set operator inserted between two filter conditions is AND. For example, suppose you have a filter with two conditions, Year = 2006 and Region = Northeast. The following illustration shows the output when the AND set operator is used to combine these conditions: Copyright 2012 Eloqua Corporation. All rights reserved. 44

37 Only revenue generated both in 2006 and in the Northeast is returned in the result set. The following illustration shows the output when the OR set operator is used to combine these conditions: Revenue generated either in 2006, or in the Northeast, or in both 2006 and the Northeast is returned in the result set. Copyright 2012 Eloqua Corporation. All rights reserved. 45

38 The following illustration shows the output when the OR NOT set operator is used to combine these conditions: Revenue generated in 2006 in any region (including the Northeast) or revenue generated in all other years in any region except for the Northeast is returned in the result set. The following illustration shows the output when the AND NOT set operator is used to combine these conditions: Revenue generated in 2006 in any region except the Northeast is returned in the result set. Copyright 2012 Eloqua Corporation. All rights reserved. 46

39 To change the set operator: 1. In the Filter Editor, in the filter definition window, click the current set operator. 2. From the menu, select the desired set operator. In addition to manipulating set operators to control the interaction between different report filter conditions, you can also use the Shift Up and Shift Down buttons to reorder the report filter conditions. Shift Up Button Shift Down Button If you have more than two report filter conditions with different set operators among them, use the Shift Right button to group report filter conditions together. This is analogous to adding parentheses around two report filter conditions. Shift Right Button Use the Shift Left button to ungroup report filter conditions. This is analogous to removing parentheses from around two report filter conditions. Shift Left Button Copyright 2012 Eloqua Corporation. All rights reserved. 47

40 4 Prompts in Eloqua Insight The Prompt Editor In Eloqua Insight, Analyzer Users can create prompts that are used to dynamically change the contents of a report. With prompts, you can determine, at run time, the objects you want to retrieve for the report and report filtering conditions. Additionally, you can make different prompt selections each time you run the report. A prompt can be created as a separate object using the Prompt Editor. Analyzer Users can create the following types of prompts directly in Eloqua Insight: Create Prompt Options in Eloqua Insight Hierarchy qualification prompt Enables you to select prompt answers from all attributes within a hierarchy or a list of hierarchies. This is the most flexible type of prompt. It defines the filtering criteria for a report. Copyright 2012 Eloqua Corporation. All rights reserved. 48

41 Attribute qualification prompt Enables you to select prompt answers by specifying the attribute object and defining the qualification condition for this object. This prompt is more restrictive than the hierarchy qualification prompt, because the user has fewer attribute elements from which to select answers. An attribute qualification prompt defines the filtering criteria for a report. Attribute element list Enables you to select prompt answers from a limited list of attribute elements. This prompt is the most restrictive of the filter definition prompts because the user has the fewest number of attribute elements to select. Metric qualification prompt Enables you to define a metric qualification, which determines what data should be displayed for one or more metrics on the report. Object prompt Enables you to select filter objects to include in a report. Value prompt Enables you to select a single value on which to qualify such as a date, number, or text string. A value prompt is not directly placed in a report. Instead, you embed it in an attribute or metric qualification. The Prompt Editor in Eloqua Insight contains several tabs that list additional options for defining a prompt: Prompt Editor General Tab The General tab lets you define the following options: Title and instructions You can customize the title and instructions of a prompt, both of which are displayed to users when they answer the prompt. Copyright 2012 Eloqua Corporation. All rights reserved. 49

42 Answer requirements You can indicate whether a prompt answer is required or optional. A required prompt requires users to answer the prompt or the report will not run. An optional prompt does not require users to answer the prompt. Minimum and Maximum number of answers You can set a limit for the minimum and maximum number of answers. For example, if you want users to select a single year in a attribute element list prompt, you would set the maximum number of answers to 1. Personal answers allowed You can specify if users should be permitted to save their prompt answers for future use and whether they can save single or multiple prompt answers. The Style tab lets you specify the display style of the prompt: Prompt Editor Style Tab The style options vary, depending on the type of prompt you are defining. The Qualification tab displays in the Prompt Editor when you define an attribute, hierarchy, or metric qualification prompt: Copyright 2012 Eloqua Corporation. All rights reserved. 50

43 Prompt Editor Qualification Tab Among other things, this tab lets you specify if users can control the logical operators between multiple conditions in a qualification prompt. Creating Prompts There are several ways to create a prompt in Eloqua Insight, including the following methods: On the Eloqua Insight Home Page, click Create Prompt. Right-click a folder, point to New, point to Prompt, and select the desired prompt type. In the Object Browser for any open report, in the All Objects pane or the Report Objects pane, right-click an attribute and select either Add Qualification Prompt to Filter or Add Element Prompt to Filter. In the Object Browser for any open report, in the All Objects pane or the Report Objects pane, right-click a metric and select Add Prompt to Filter. The following procedures list the different types of prompts that you can create in Eloqua Insight. Copyright 2012 Eloqua Corporation. All rights reserved. 51

44 Creating a Hierarchy Qualification Prompt You have several options when you choose the hierarchy qualification type of filter definition prompt. You can prompt the user to qualify on any attribute from within all project hierarchies, a predefined group of hierarchies, or a specific hierarchy or any attribute that is returned by a specific search object. To create a hierarchy qualification prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. Click Hierarchical Qualification Prompt. 3. On the Definition tab, choose one of the following options and, as necessary, specify the required information for your chosen option: All Hierarchies Select this option to let the user choose attributes from all the hierarchies in the project. Choose a Hierarchy Select this option to present the user with a specific hierarchy from which to choose attributes and elements. Browse to and select the hierarchy by clicking Select Hierarchy. Use a predefined list of hierarchies Select this option to create a list of hierarchies from which users can choose. Click Add, select the hierarchies, then click OK. Use the result of a search object Select this option to browse to and select a previously created search object or specify the name of the search object. A search object will search for and display specific project objects when the user executes the report. This lets you prompt the user with the most up-to-date objects in the project. 4. On the General tab, specify a title and description for the prompt in the Title and Instruction boxes. 5. Click Save As. 6. In the Save As window, specify a name, description, and the location in which to save the prompt. 7. Click OK. Copyright 2012 Eloqua Corporation. All rights reserved. 52

45 Creating an Attribute Qualification Prompt This type of filter definition prompt can be used to create a more focused prompt than the hierarchy prompt. The user can qualify on any project attribute, a predefined group of attributes, or any attribute that is returned by a specific search object. To create an attribute qualification prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. In the Create Prompt page, select Attribute Qualification Prompt. 3. In the Prompt Editor, on the Definition tab, select a specific attribute, select a predefined list of attributes (as shown below), or specify a search object from which to qualify on an attribute: When you specify a search object, users will be able to browse through a hierarchical list of objects on which to qualify. 4. On the Definition tab, specify the attribute forms that should be displayed for the attribute qualification (All attribute forms, Browse forms, or Report display forms). 5. On the General tab, specify the title and instructions for the prompt. 6. On the General tab, specify whether the prompt is required, if it has any limits for minimum or maximum number of answers, and if it permits users to save single or multiple personal answers. Copyright 2012 Eloqua Corporation. All rights reserved. 53

46 7. On the Style tab, specify the prompt display style, the text box width and height, the orientation, and whether to show the search box. 8. On the Qualification tab, specify the expression type (Qualify, Select, or both), the default condition operator, the maximum number of elements per list, the default operator between conditions, and whether users can modify the logical operator selection. 9. Click Save As. 10. In the Save As window, specify a name, description, and the location in which to save the prompt. 11. Click OK. Creating an Attribute Element List Prompt This type of filter definition prompt can be used to create prompt that requires users to select from a list of attribute elements to answer the prompt. You have the choice of presenting them with the entire attribute element list, using an existing report filter object to narrow down the attribute element list, or creating a custom attribute element list. To create an attribute element list prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. Click Attribute Element List. 3. Click Select Attribute. 4. Browse to and select the attribute. 5. To define the specific elements from which the user will be able to choose, select one of the following options: List all elements (no restrictions) This option displays all of the attribute s elements to the user when he is answering the prompt. Use a predefined list of elements Select this option to create a list of attribute elements from which users can choose. Click Add, select the elements, then click OK. To remove an object, highlight it and click Remove. To remove all items, click Clear. Copyright 2012 Eloqua Corporation. All rights reserved. 54

47 Use a filter to define the elements This option is useful for attributes with a large number of elements, such as Customer or Employee. You can select a filter that returns a specific set of customers, for example, the top 100 customers this month. Browse to and select the filter. 6. Click the General tab. 7. Specify a title and instructions for the prompt in the Title and Instructions boxes. 8. Click Save As. 9. In the Save As window, specify a name, description, and the location in which to save the prompt. 10. Click OK. Creating a Metric Qualification Prompt This type of filter definition prompt can be used to create a prompt that enables a user to qualify on a metric. The user can qualify on a selected metric, a custom list of metrics, or any metrics that are retuned by a specific search object. To create a metric qualification prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. Click Metric Qualification Prompt. 3. Choose one of the following to select the metric(s) for which users can define their filters: Choose a Metric Browse to and select a specific metric to use in the prompt. Users will be able to filter their report data based on the metric you select. Use a predefined list of metrics Select this option to create a list of metrics from which users can choose. Click Add, select the metrics, then click OK. To remove an object, highlight it and click Remove. To remove all items, click Clear. Use the result of a search object If you have previously created a search object, browse to and select the search object or specify the name of the search object. A search object will search for and display specific project objects when the user executes the report. This lets you prompt the user with the most up-to-date objects in the project. For example, you can let the user select a metric from a search for all metrics with Revenue in the name. 4. Click the General tab. Copyright 2012 Eloqua Corporation. All rights reserved. 55

48 5. Specify a title and instructions for the prompt in the Title and Instructions boxes. 6. Click Save As. 7. In the Save As window, specify a name, description, and the location in which to save the prompt. 8. Click OK. Creating an Object Prompt In Eloqua Insight, you can only create object prompts that go into the report filter. For example, you can prompt on a list of report filter objects to apply to a metric or attribute. The user can qualify on a custom list of objects or a list of objects that are returned by a specific search object To create an object prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. In the Create Prompt page, click Object Prompt. 3. In the Prompt Editor, on the Definition tab, select either Use a predefined list of objects (and add the desired filters) or Use the result of a search object (and add the desired search for filter objects), as shown below: 4. Click the General tab. 5. Specify a title and instructions for the prompt in the Title and Instructions boxes. Copyright 2012 Eloqua Corporation. All rights reserved. 56

49 6. Click the Style tab. 7. Select the desired display style and additional formatting settings. 8. Click Save As. 9. In the Save As window, specify a name, description, and the location in which to save the prompt. 10. Click OK. Creating a Value Prompt Value prompts are typically used as part of a filter definition. You can prompt on a date, a numeric value, a text string, or a big decimal value. To create a value prompt: 1. On the Eloqua Insight Home Page, click Create Prompt. 2. On the Create Prompt page, click Value Prompt. 3. In the Prompt Editor, on the Definition tab, select the desired value prompt type, as shown below: 4. Click the General tab. 5. Specify a title and instructions for the prompt in the Title and Instructions boxes. 6. Click the Style tab. 7. Specify a Fixed textbox width if desired. Copyright 2012 Eloqua Corporation. All rights reserved. 57

50 8. Enable the Allow user to select time option if desired. 9. Click Save As. 10. In the Save As window, specify a name, description, and the location in which to save the prompt. 11. Click OK. Creating a Prompt in the Report Editor or Filter Editor Prompts can also be created locally within a report, at the same time the report itself is being created. Prompts created as part of a report are saved with the report's definition. Therefore, a prompt created as part of a report cannot be used on any other report. Prompts can also be created as a part of a filter, at the same time the filter itself is being created. Prompts created as part of a filter are saved with the filter's definition. Therefore, a prompt created as part of a filter cannot be used on any other filter. Adding Prompts to a Report A prompt is a question the system presents to a user during report execution. How the user answers the question determines what data is displayed on the report when it is returned from your data source. You need to know what type of prompt you will be using when deciding where and how to add it to a report. For example, Object prompts are most commonly placed directly on a report, but can also be placed in the condition part of a metric's definition in the Metric Editor, depending on the type of object in the Object prompt. There are multiple ways to add a prompt to a report. A Analyzer User can add a prompt by: Double clicking on the prompt Right-clicking on the prompt and selecting add to filter Dragging the prompt and dropping it in the report filter definition window or in the template Using Filter Definition Prompts To use a filter definition prompt, you must include it in a report filter object or in the report filter definition window of a report. Filter Definition Prompts include: Copyright 2012 Eloqua Corporation. All rights reserved. 58

51 Hierarchy Qualification Attribute Qualification Attribute Element List Metric Qualification To use a filter definition prompt in a report: 1. Create a new report or open an existing report in Design view. 2. Drag the filter definition prompt to the filter definition window. 3. Add more report filter conditions if desired. 4. Run the report and answer the prompt. When you run the report, a window that looks similar to the Filter Editor appears. If the filter definition prompt is required, you must answer the prompt before the report will run. Using Object Prompts In Eloqua Insight, all object prompts must be placed in the filter definition window. To use the object prompt in a report 1. Create a report or open an existing report in Design view. 2. Locate the object prompt and drag it to the Filter pane. 3. Run the report and answer the object prompt. Using Value Prompts Where you use a value prompt depends on the type of value prompt you create: Date prompts can be used in any place where you would normally specify a date, such as in a filter that qualifies on an attribute of a data datatype. Numeric prompts can be used in any place where you would normally specify a number, such as in a metric qualification. Text prompts can be used in any place where you would normally specify a text string, such as in an attribute form qualification. Big decimal prompts can be used in any place where you need to qualify on a high precision value such as an attribute qualification on the ID attribute form. Copyright 2012 Eloqua Corporation. All rights reserved. 59

52 To use a value prompt in a report: 1. Create a new report or open an existing report in Design view. 2. Drag either an attribute (such as Day, for a date value prompt) or a metric (for a numeric value prompt) to the Filter pane. 3. Locate the value prompt, right-click it and select Add to Filter. 4. Click Apply. For example, a value-prompted attribute qualification on Day is shown below: 5. Run the report and answer the value prompt. As you have seen, to use the value prompt on a report, you need to include it in an attribute qualification or metric qualification filter. The benefit to creating the value prompt from scratch within the Prompt Editor is that you now have a reusable value prompt object that you can apply to multiple qualification filters and reports. You also have the option to define value-prompted filters directly in the Filter Editor (either in the standalone Filter Editor or the Filter Editor within an open report.) For more information on this method, see the Filters in Eloqua Insight lesson. Advanced Save Options When you save a prompted report after answering prompts and running the report, you are presented with additional save options. Copyright 2012 Eloqua Corporation. All rights reserved. 60

53 Save As Window with Advanced Save Options The Advanced Options on the Save As window include the following options: Save report as static You will no longer be prompted when you run the report in the future. The prompt answers you selected are saved to the report definition and used every time you run the report in the future. Save report as prompted You will continue to be prompted every time you run the report in the future. You can choose whether to be prompted for just the filter definition prompts, just the template prompt, or both. Only filter will be prompted Only template will be prompted Filter and template will be prompted Set the current prompt answers as the default prompt answers The prompt answers you select become the new default prompt answers when you run the report in the future. This check box is only enabled if Prompted is selected. Copyright 2012 Eloqua Corporation. All rights reserved. 61

54 5 Advanced Report Manipulation in Eloqua Insight All Objects Pane As you learned in the previous lesson, the All Objects pane on the Object Browser allows you to navigate through the project to locate objects you wish to add to the report. Earlier, you learned about the All Objects pane in the context of Design Mode, but you can also view the All Objects pane in the report results window. To view the All Objects pane in the report results window: 1. In the report results window, from the Tools menu, select All Objects. Copyright 2012 Eloqua Corporation. All rights reserved. 62

55 Adding and Removing Objects to and from a Report You are already familiar with adding objects from the Report Objects pane to your template and removing objects from the template back to the Report Objects pane. Neither of these actions requires the generation of new SQL or the report to be re-executed against the data warehouse. In Analyzer User, you can also add objects from the All Objects pane to your template. Adding an object from the All Objects pane to your template does require the generation of new SQL and the report to be re-executed against the data warehouse. To add an object to the template from the All Objects pane: 1. In the report results window, in the Object Browser, click the All Objects pane. 2. In the All Objects pane, navigate to the object you want to add to the template and do one of the following: Double-click the object you want to add. Attributes are added to the rows of the template, and metrics are added to the columns. OR Right-click the object you want to add and select Add to Grid. Attributes are added to the rows of the template, and metrics are added to the columns. OR Drag and drop the object into the desired position on the template. While the SQL is generating and the report is re-executing against the data warehouse, the following window appears: Copyright 2012 Eloqua Corporation. All rights reserved. 63

56 Depending on how long it takes to re-execute the report, the following window may appear: When the report has finished executing against the data warehouse, you are presented with the new report results. Removing objects from the template and the Report Objects pane also requires the generation of new SQL and the report to be re-executed against the data warehouse. To remove an object from a report: 1. In the report results window, on the template, right-click the header of the object that you want to remove and select Remove from Report. Remove from Grid removes the object from the template but returns it to the Report Objects pane. It does not completely remove it from the report s definition. Copyright 2012 Eloqua Corporation. All rights reserved. 64

57 While the SQL is generating and the report is re-executing against the data warehouse, the following window appears: Depending on how long it takes to re-execute the report, the following window may appear: When the report has finished executing against the data warehouse, you are presented with the new report results. Disabling Drilling on Reports Analyzer Users can disable drilling on a report-by-report basis using the Report Editor in Eloqua Insight. This feature is useful when you want to limit the analysis paths of end users. To disable drilling on a report in Eloqua Insight: 1. Run a report. 2. On the Tools menu, select Report Options. 3. In the Report Options window, on the Grid tab, under Drilling, in the Drill Options drop-down list, select No drilling. Copyright 2012 Eloqua Corporation. All rights reserved. 65

58 4. Click OK. Report Details Properties As an Analyzer User, you can configure the information that displays in the Report Details properties. For instance, you can specify whether you want to show template filter details, what information to display within the filter details, and how it should be formatted. You can define how to display the operators within filter details (as text or as symbols), how to display unanswered prompts, and many other formatting properties. For example, the image below shows a report with custom-formatted Report Details. The panel shows the prompt details, filter details, and template details with some custom formatting: Copyright 2012 Eloqua Corporation. All rights reserved. 66

59 Custom-Formatted Report Details To configure report details properties: 1. Run a report. 2. On the Format menu, select Report Details Properties. 3. In the Report Details Properties window, on the General tab, select the sections you want to display in Report Details and specify prompt-related details and formatting, as shown in the image below: Copyright 2012 Eloqua Corporation. All rights reserved. 67

60 On the Filter Details - Contents tab, enable filter-related details and formatting, as shown in the image below: 4. On the Filter Details - Other tab, enable more filter-related details and formatting, as shown in the image below: Copyright 2012 Eloqua Corporation. All rights reserved. 68

61 5. On the Template Details tab, enable template-related details and formatting, as shown below: 7 Click OK. Copyright 2012 Eloqua Corporation. All rights reserved. 69

62 Linking in Reports A link is a connection in a report to another report or document. A link allows you to connect from one report, known as the source, to another report or document, known as the target. By clicking on a link, you can open the target report in the original window or request a new window. For example, you can link a report displaying customer region by revenue to another report displaying employee region by profit to compare sales data between the two reports. The source and the target report or document must be created before creating the links. Adding a link to a report: 1. Run the report to which you want to add a link. 2. Right-click the attribute or metric header and select Edit Links. 3. Click New to create a new link, or skip to the next step if this is the first link you are creating for this report. 4. In the Url display text box, type a name for the link. 5. To the right of the Run this report or document box, click Browse (...) and select the target report or document. If your selected target report or document contains prompts, they will be listed beneath the name of the target. 6. From this list of prompts, select a target prompt. 7. In the drop-down list, select a prompt answer method: Answer with the same prompt from the same source You can select this option if you want to use the same prompt answers for both the source report and the target report or document. Copyright 2012 Eloqua Corporation. All rights reserved. 70

63 This option will only work when the source and target use the same prompt. Do not answer this prompt You can select this option if you want to provide prompt answers to the target report or document after you run them. You can type your prompt answers manually if you select this option. For example, prompt X requires for you to type a customer age, and instead of having to choose the age number from a list, you can type the number in the prompt answer box. Answer with an empty answer You can select this option if you do not want to answer or be prompted to provide answers for the target prompt. Use Default Answer You can select this option if you want the target prompt to use the same default answer as it does in the target report or document. 8. Select the Open in new window check box to have the target open in a new window. This allows the target and the source to be visible simultaneously. 9. Click OK to return to the source report and to save your link. Copyright 2012 Eloqua Corporation. All rights reserved. 71

64 Accessing the target from your link: 10. Right-click the object for which you created the link. 11. Point to Links. 12. Click the link you created. The target opens. Copyright 2012 Eloqua Corporation. All rights reserved. 72

65 6 Advanced Report Formatting in Eloqua Insight Advanced Grid Formatting Formatting is a powerful feature of Eloqua Insight. There are two methods by which you can define custom formatting for a grid report. However, in Analyzer User, you have access to more formatting options using these two methods: Formatting toolbar Format Template window Using the Formatting Toolbar The Formatting toolbar gives you quick access to grid formatting options, such as font, size, alignment, number display, color, and borders when you are viewing a grid report. You can use the Formatting toolbar to format all objects on the Row Axis or Column Axis, all metrics, or individual objects. Formatting Toolbar Using the Advanced Formatting Option The Advanced Formatting option opens the Format Template window, which contains four tabs: Font, Number, Alignment, and Color and Lines. Each tab gives you access to several grid formatting options. Copyright 2012 Eloqua Corporation. All rights reserved. 73

66 Format Template Window Before you make your formatting selections, you first need to select the area of your grid you want to format. If the Format Template window, on the first drop-down list, you have the following choices: Grid Borders Brings you to the Colors and Lines tab. All Grid Cells Formats all objects on the report grid. Row Axis Formats all objects on the row axis of the report grid. Column Axis Formats all objects on the column axis of the report grid. All Metrics Formats all metrics on the report grid. Individual Objects Formats a specific object on the report grid. Next, you use the second drop-down list to select the part of the specified area you want to format. The choices are listed below: All Formats the header, values, subtotal names, and subtotal values of the specified area. Header Formats only the headers of the specified area. Values Formats only the individual values of the specified area. Subtotal Names Formats only the names of subtotals of the specified area. Subtotal Values Formats only the individual subtotal values of the specified area. The options found in the second drop-down list change depending on what you select in the first drop-down list. Once you have determined what part of the grid you are going to format, you can make your formatting selections from the four available tabs: Font tab Select the desired font, style, size, effects, and text color. Copyright 2012 Eloqua Corporation. All rights reserved. 74

67 The Sample window gives you a preview of the text based on your settings. Format Template Window Font Tab Number tab Select the appropriate category for numeric values. The options available on the Number tab may vary depending on your selections in the drop-down lists and the Category you have selected. The Number tab is also available in Reporters. Copyright 2012 Eloqua Corporation. All rights reserved. 75

68 Format Template Window Number Tab Alignment tab Select horizontal and vertical alignments as well as whether or not you want to allow word wrapping. In addition, you can add padding to cells and vertically rotate text. Copyright 2012 Eloqua Corporation. All rights reserved. 76

69 Format Template Window Alignment Tab Copyright 2012 Eloqua Corporation. All rights reserved. 77

70 Colors and Lines tab Select fill color, border style, and border color. Format Template Window Color and Lines Tab To format a grid using the Advanced Formatting option: 1. In the report results window of the grid report, do one of the following: On the Format menu, select Advanced Formatting. OR On the template, right-click an object header and select Advanced formatting. 2. In the Format Template window, in the first drop-down list, select the area of the grid you want to format. 3. In the second drop-down list, select the part of the specified area you want to format. 4. Click the appropriate tab and choose your formatting. Copyright 2012 Eloqua Corporation. All rights reserved. 78

71 5. When you have made all of your formatting selections, click OK to apply your settings to the grid report and to close the Format Template window. Click Apply to apply your formatting selections to the grid report and to keep the Format Template window open. Using the Advanced Thresholds Editor Thresholds are conditional formats based on metric values. By including thresholds in a report, you emphasize data that meets certain criteria and you make the report easier to read, as shown below: Thresholds in Eloqua Insight Reports All types of Eloqua Insight users can view thresholds on reports. However, only Analyzer Users can use the Advanced Thresholds Editor to define them. As compared to the Visual Thresholds Editor (which is accessible to Reporters), the Advanced Thresholds Editor provides more formatting options. To define thresholds in the Advanced Thresholds Editor: 1. Run any report in Grid view. 2. To open the Advanced Thresholds Editor, do one of the following: On the Data menu, select Advanced Thresholds Editor. OR Copyright 2012 Eloqua Corporation. All rights reserved. 79

72 On the Data toolbar, click Advanced Thresholds Editor, as shown below: OR Right-click a metric and select Thresholds. 3. In the Advanced Threshold Editor, select the metric to which you want to apply the threshold. 4. In the Filter On drop-down list, select the object on which you want to define the condition: You can define multiple conditions. If you qualify on an attribute, you can qualify on its attribute forms or you can select elements to include or exclude from a list. If you qualify on a metric, you must define an operator and a value or another metric to compare against the original metric. 5. After you define the threshold condition, click Apply. 6. If you want to define additional thresholds, click New. 7. If you want to define another threshold based on highest or lowest percent or metric values, click the arrow next to the New button to view quick threshold options, as shown below: Copyright 2012 Eloqua Corporation. All rights reserved. 80

73 After you select one of these options, you can continue defining the condition by typing the desired value (highest five, for example), defining formatting, and so on. The Advanced Thresholds Editor toolbar contains some functions that make it easy to work with thresholds: Advanced Thresholds Editor Toolbar: Icon Advanced Thresholds Editor Toolbar Functions Function Add new threshold Copy Paste Delete a single threshold Delete all thresholds Copyright 2012 Eloqua Corporation. All rights reserved. 81

74 Icon Advanced Thresholds Editor Toolbar Functions Function Move up and move down (to change the order of conditions when you have multiple conditions) Add a new condition Remove all conditions Edit the threshold formatting Apply a background color to a graph threshold Apply threshold to metric values only Apply threshold to subtotal values only Apply threshold to metric and subtotal values 8. On the toolbar, click Cell formatting to open the Format window and to define a specific format for your condition. 9. Click OK to close the windows and view the thresholds on your report. Copyright 2012 Eloqua Corporation. All rights reserved. 82

75 Resizing Columns and Rows Another option under the Format menu is Resize Columns and Rows, which allows you to set custom column widths and row heights for your grid. Resize Columns and Rows Window The options available to you for resizing columns are described below: Auto Fit to Window Causes the columns of the grid to span the entire width of the browser window. You can also enable this option by clicking Auto Fit to Window on the report toolbar. Auto Fit to Contents Causes the columns of the grid to be as narrow as possible, given the data within them. This option is selected by default. You can also enable this option by clicking Auto Fit to Contents on the report toolbar. Fixed Causes the column selected in the drop-down list to be as wide, in inches, as the value you type in the Width box. You can use this option to set fixed column widths for all columns, individual columns, or column axis headers. The options available to you for resizing rows are described below: Auto Fit to Contents Causes the rows of the grid to be as short as possible, given the data within them. This option is selected by default. Copyright 2012 Eloqua Corporation. All rights reserved. 83

76 Fixed Height Causes the rows of the grid to be as tall, in inches, as the value you type in the Fixed Height box. To use the Resize Columns and Rows option: 1. In the report results view of a grid report, from the Format menu, select Resize Columns and Rows. 2. In the Resize Columns and Rows window, under Columns, select your desired option for column widths. Your selection is immediately applied to the columns in the report grid. 3. Under Rows, select your desired option for row heights. Your selection is immediately applied to the rows in the report grid. 4. Click OK. Removing the Metrics Column In addition to removing the extra metrics column from the report when you export it, you can also remove it from the grid view of the report when you run it in Eloqua Insight, as shown below. Removing the Metrics Column in Grid View - Disabled Copyright 2012 Eloqua Corporation. All rights reserved. 84

77 Removing the Metrics Column in Grid View - Enabled To remove the Metrics column in Grid view: 1. Open the report in Grid view. 2. On the Tools menu, select Report Options. 3. In the Report Options window, on the Grid tab, under View, enable the Remove extra column check box, as shown below: Report Options Window 4. Click OK. Copyright 2012 Eloqua Corporation. All rights reserved. 85

78 Displaying Vertical Text The following report shows a metric header with vertical text and custom grid cell padding: Vertical Text in a Grid Vertical text is not supported in the Mozilla Firefox Web browser. To display vertical text in a grid report: 1. Run any grid report. 2. On the Format menu, select Advanced Formatting. 3. In the Format Template window, in the drop-down lists, select the object you want to format. 4. Click the Alignment tab. 5. On the Alignment tab, under Text Control, in the Text Direction drop-down list, select -90 Degrees to display text vertically. 6. Under Padding, type values for grid cell padding as desired. Copyright 2012 Eloqua Corporation. All rights reserved. 86

79 An example is shown below: Vertical Text and Custom Cell Padding 7. Click OK. Copyright 2012 Eloqua Corporation. All rights reserved. 87

80 Advanced Graph Formatting In addition to having access to advanced formatting options for grid reports, you also have access to advanced formatting options for graph reports. Again, there are two methods by which you can define formatting for a graph, and you are already familiar with both of them. In Analyzer User, however, you have access to additional settings with the Graph option. Using Graph Design Mode Analyzer Users can format graphs using Graph Design Mode. This display mode enables you to design a graph more easily by dragging objects into specific zones. The Categories, Series, and Metrics zones give a better preview of a graph s display. You can edit the graph s contents without having to see its underlying template. Furthermore, Graph Design Mode lets you see the graph template and report filter all on one page. The following image shows the contents of a graph in Graph Design Mode: Graph Design Mode You can drag attributes and metrics from the Object Browser directly into the Categories, Series, or Metrics zones. You can also edit the report filter from this mode. Copyright 2012 Eloqua Corporation. All rights reserved. 88

81 Using the Graph Toolbar The Graph toolbar gives you quick access to graph formatting options, such as graph type and subtype, legend and data values display, series by row or column, and maximum categories and series when you are viewing a graph report. Graph Toolbar Upon editing the Categories or Series values, simply click Apply to apply the changes to the graph report. Using the Graph Option When viewing a graph report, you can also set formatting properties using the Format Graph window, which contains five tabs: General, Format, Number, Axes, and Advanced. Each tab gives you access to several graph formatting options. If you are formatting a gauge graph, the Options tab is also available. Format Graph Window To format a graph using the Graph option: 1. In the report results window of the graph, on the Format menu, select Graph. 2. On the Format Graph window, click the appropriate tab and choose your formatting. 3. When you have made all of your formatting selections, click OK to apply your settings to the graph report and to close the Format Graph window. Copyright 2012 Eloqua Corporation. All rights reserved. 89

82 Click Apply to apply your formatting selections to the grid report and to keep the Format Graph window open. Format Graph Window The Format Graph window contains the following tabs: General tab With the Analyzer User you can set font and line resizing to absolute or relative, apply a rounded effect to all series, and decide whether or not you want to show subtotals on the graph. The General tab is also available in Reporters, but only contains a subset of the features available in the Analyzer User. Format Graph Window General Tab Format tab Before you apply any formatting, you must first select the area of the graph you want to format. Then you can select the desired font, style, size, effects, and text color. Copyright 2012 Eloqua Corporation. All rights reserved. 90

83 Format Graph Window Format Tab Copyright 2012 Eloqua Corporation. All rights reserved. 91

84 Number tab You can apply formatting to numbers on a graph. You can apply the formatting to any numeric values present on the graph. Format Graph Window Number Tab Copyright 2012 Eloqua Corporation. All rights reserved. 92

85 Axes tab You can set the maximum value, minimum value, and grid interval for the Y1 axis by selecting the appropriate check box and typing a value in the corresponding box. Format Graph Window Axes Tab Advanced Tab You can define various graph visuals, such as how text and lines are resized, subtotal display, metric area display, and series display. Format Graph Window Advanced Tab Copyright 2012 Eloqua Corporation. All rights reserved. 93

86 Options tab If you are formatting a gauge graph, the Options tab will be visible and you can set the gauge style, needle style, border style, border thickness, range thickness, start angle, and stop angle. Format Graph Window Options Tab Using the Format Tab The Format tab behaves differently than the other tabs in the Format Graph window. Before you make your formatting selections, you first need to select the area of the graph you want to format. In the Format Graph window, on the Format tab, you have two drop-down lists with the following options: Format Select this to format the graph and text within the graph. Following are the options available with the Format drop-down list: All Text Format all text within a graph at the same time Background Change the color of the graph background Frame Change the color of the frame and frame background Legend Choose whether or not to display the legend, change the text and color of the legend text Copyright 2012 Eloqua Corporation. All rights reserved. 94

87 This selection has a Show check box. To display the legend, select the Show check box. In addition, if the Show check box is selected, a drop-down list is displayed for you to choose the position of the legend: right, left, or bottom. Legend Area Change the background color of the legend Gauge Change the color of the gauge This selection is only available for gauge graphs. Titles Select this to format and display a title in any of the following title positions: All Titles Format all titles available in the drop-down list at the same time Title Format graph title, which is displayed above the graph Subtitle Format subtitle, which is displayed right below the Title Footnote Format the footnote, which is displayed below the graph. By fault, the Footnote is the report s creation date and time. Category Axis Title Format the category axis title (bottom) Y1 Axis Title Format Y axis title (left) Y2 Axis Title Format the Y2 axis title, if applicable Some of these selections have a Show check box. To display the selected title, select the Show check box. In addition, if the Show check box is selected, a box is displayed for you to type the title. In the box, type your own text of use a dynamic graph title variable for the graph title text. Graph title variables automatically generate a title each time the report is run. There are 11 graph title variables to choose from: {&REPORTNAME} Displays report name. {&REPORTDESCRIPTION} Displays report description as displayed in the Properties window. {&CREATIONDATE} Displays the date the report was created. {&CREATIONTIME} Displays the time the report was created. {&PROJECT} Displays project in which the report is stored. {&USER} Displays the full name of the user executing the report. {&PROMPTn&} Displays user s answers to prompts in the report, where n is the number of the prompt in order. For example, {&PROMPT2&} will display the answer to the second prompt. {&PROMPTDETAILS} Displays all prompt answers for the report. {&EXECUTIONTIME} Displays the date and time the report was executed. Copyright 2012 Eloqua Corporation. All rights reserved. 95

88 {&FILTERDETAILS} Displays the report filter and report limit. {&PAGEBYDETAILS} Displays current attribute elements selected in the page-by. {&GROUPLABEL} Displays the corresponding group label for a given data point. {&SERIESLABEL} Displays the corresponding series label for a given data point. You can rest your mouse over the information button to the right of the box to see this list of variables. Dynamic Graph Title Variables Copyright 2012 Eloqua Corporation. All rights reserved. 96

89 Axes Select this to format the axes values within the graph. You may choose from the following: All Axes Format all axes at one time Category Axis Values Format the values displayed on the Category Axis (bottom) Y1 Axis Values Format the values displayed on the Y1 Axis (left) Y2 Axis Values Format the values displayed on the Y2 Axis, if applicable Some of these selections have a Show check box. To display the selected axes values, select the Show check box. Series Colors Select this to change the colors on the series of a graph. The options available in the right drop-down list depend on the graph type and report data. Series Labels Select this to format and display all series labels. The options available in the right drop-down list depend on the graph type and report data. Some of these selections have a Show check box. To display the selected value, select the Show check box. Advanced Color Palette and Gradients in Graphs You can apply custom colors to the fill background of a graph, the lines, or the fonts. You can also specify gradients to your bar graphs or fill backgrounds. In the example shown below, the bar risers use a custom color and a diagonal gradient: Custom-Formatted Graph Copyright 2012 Eloqua Corporation. All rights reserved. 97

90 To apply custom colors to graph backgrounds, lines, or fonts: 1. Open a graph report. 2. On the Format menu, select Graph. 3. In the Format Graph window, click the Format tab. 4. In the drop-down lists, select the objects you want to format. 5. In the Color drop-down list, select More colors. 6. In the Advanced Color Picker, select a custom color. 7. Click OK to close the Advanced Color Picker. 8. Click OK to close the Format Graph window. To apply gradients to graph bars, pie slices, fill backgrounds, and so forth: 1. Open a graph report. 2. On the Format menu, select Graph. 3. In the Format Graph window, click the Format tab. 4. In the drop-down lists, select the objects you want to format. 5. Under Fill, in the Color drop-down list, select Gradients. 6. In the Gradients window, under Colors, select colors for Color 1 and Color Under Shading Styles, select the desired style. 8. Click OK to close the Gradients window. 9. Click OK to close the Format Graph window. Copyright 2012 Eloqua Corporation. All rights reserved. 98

91 Support for Dual-Axis Graphs Like Desktop users, Eloqua Insight users can view dual-axis graphs. In the example shown below, the graph displays one axis for Profit values and another axis for Units Sold values: Dual-Axis Graph Copyright 2012 Eloqua Corporation. All rights reserved. 99