User guide. Ad-hoc queries

Transcription

1 User guide Ad-hoc queries Last update:

2 Contents Introduction... 3 Main components... 4 Structure of the Field panel... 6 Weekly section... 7 Monthly section... 9 Yearly section How to build a crosstab Working with crosstabs Main features of a crosstab How to build a chart Working with charts Main features of a chart How to build a table Working with a table Main features of a table Advanced functions - Calculated measure Adding Tonnes as calculated measure Adding Percentage of as calculated measure

3 Introduction Ad hoc queries enable the user to perform queries by filtering a set of parameters of interest and building tables, charts and crosstabs. Ad hoc queries are available for extracting: 1. Data for the European Union (EU); 2. Data for Norway and Iceland The EUMOFA ad-hoc queries are available in all EUMOFA sections, namely: Weekly, both for the EU ( and Norway and Iceland ( Monthly, both for the EU ( and for Norway and Iceland ( Yearly: only for the EU ( 3

4 Main components Tool bar Report type selector Data selector FIELDS TABLE AREA FILTERS 4

5 Below a short description of the components of the ad-hoc queries: The Fields Panel (the column on the left) presents the list of available fields. Use the icon on the top left corner above the header Fields to hide or expand the panel Fields; this is helpful when arranging contents in a large table. For expanding or reducing a specific set of parameters, use the icons. By right-clicking in any of the sub-fields a drop down menu will be open, enabling the user to operate functions that include create a filter, add as a column/groups or row and others; The Tool bar (on the top of the Table area) provides access to many functions, such as saving and exporting the graph, undoing and redoing changes, setting properties. Most important and useful functions available in the tool bar are: It allows to save your extraction. Please consider that you should be logged in for saving your query It allows to download the output you built in the table area. You can download data in different formats (excel, word, pdf, etc.) These buttons allows to do or undo changes or repeat the last action The Report type selector (Chart/Table/Crosstab) allows to choose the type of output you want to obtain. Changes made in one type of table apply to the data displayed on another The Data selector (Sample data/full data/no data) allows to switch between the amount of data displayed. Use sample data to design a report quicker and use full data to see the same data used in the full report. When you download the table area, full data are displayed regardless of the data selector chosen The Title bar (above the table area) allows to add or edit the title of the output. The Table area (middle of the screen) displays the fields you add to the table; it represents the final layout of what you are building, be it a table, a crosstab or a chart. The Filters Panel (on the right) displays any filters defined for the query. To hide or show the filters panel, click on the icon in the top left corner of the panel. By clicking on the icon in the top right corner of the panel, you can maximize, minimize or remove the filters collectively. For creating filters, expand the single field contained in the Fields Panel (on the left of the page) and drag and drop it into the Filters Panel. The menu in each filter lets you view the filter operation, for example is one of, or move up, move down or remove the filter. To minimize or maximize the view of an individual filter, click the arrow on the left of its name. When you maximize the view of an individual filter, you can select the parameters of interest and see the resulting change in the table area after clicking on the Filters column., located below 5

6 Structure of the Field panel For each of the three sections, we will describe contents of the Fields column that can be used for building your extraction by filtering them. In this column you have Main fields (e.g. TIME), Sub-fields (e.g. YEAR) and Measures (e.g. Volume (KG). In the case of weekly prices, as showed in the following picture, the field panel is organized in 5 main field, 11 subfield and 4 measures. Main field Sub-field Measures Please consider that: only sub-fields can be filtered; when you build your query, we suggest as a first step to filter the supply chain stage and select one stage per time. 6

7 Weekly section MAIN FIELD: TIME WEEK OF YEAR: it contains the only number of weeks, from 1 to 53 WEEK: it contains the week associated with a year (e.g W50) YEAR: it contains all years available, maximum 15 years backwards. MAIN FIELD: SUPPLY CHAIN STAGES SUPPLY CHAIN STAGE: it contains the following supply chain stages: first sale/landings, wholesale, Import/export, Consumption/retail. MAIN FIELD: PRODUCT COMMODITY GROUP: it contains 12 macro groups of fish (e.g. Groundfish, Crustaceans, etc.) MAIN COMMERCIAL SPECIES: it contains 97 species with a market relevance (e.g. Salmon, Anchovy, etc.) PRODUCT: it contains specific typology of fish, with all available specifications provided by the data provider (e.g.: European seabass, fresh, whole, size 2). MAIN FIELD: LOCATION COUNTRY: it contains the list of EU Member States SEABORD: it is an aggregate of all ports located along the same coastline (e.g. Mediterranean, North Sea, etc.) LOCATION: it contains the list of all ports in EU Member States where fish is sold or landed. MAIN FIELD: CURRENCY CURRENCY: it contains a list of European currencies CURRENCY CODE: it contains a list of European currencies indicated in code. 7

8 MAIN FIELD: MEASURES : The following unit of measures are available: VOLUME (KG) VALUE (EUR) EUR PRICE LOCAL CURRENCY PRICE. 8

9 Monthly section MAIN FIELD: SUPPLY CHAIN STAGES SUPPLY CHAIN STAGE: it contains the following supply chain stages: first sale/landings, wholesale, Import/export, Consumption/retail. MAIN FIELD: TIME MONTH: it contains the month associated with a year (e.g M09) MONTH OF YEAR: it contains the only number of months, from 1 to 12 QUARTER: it contains the quarter associated with a year: (e.g Q4) QUARTER OF YEAR: it contains the only number of quarter, from 1 to 4 YEAR: it contains all years available, maximum 15 years backwards. MAIN FIELD: PRODUCT COMMODITY GROUP: it contains 12 macro groups of fish (e.g. Groundfish, Crustaceans, etc.) MAIN COMMERCIAL SPECIES: it contains 97 species with a market relevance (e.g. Salmon, Anchovy, etc.) PRESERVATION: typology of preservation of the product (e.g. PS1- fresh, PS2-frozen, etc.) PRESENTATION: typology of presentation of the product (e.g. PR1- whole, PR2-cut, etc.). MAIN FIELD: LOCATION COUNTRY: it contains the list of EU Member States COUNTRY CODE: it contains the list of EU Member States in ISO 2 codes (e.g. FR for France) LOCATION: it contains the list of all ports in EU Member States where fish is sold or landed SEABORD: it is an aggregate of all ports located along the same coastline (e.g. Mediterranean, North Sea, etc.). MAIN FIELD: IMPORT/EXPORT INTRA/EXTRA EU: it allows to distinguish trade flows between extra EU and intra EU, be they imports or exports FLOW TYPE it allows to distinguish trade flows between export and import PARTNER COUNTRY: it contains a list of both EU and extra EU countries of origin and of destination of imports and exports. 9

10 MAIN FIELD: CURRENCY CURRENCY: it contains a list of European currencies CURRENCY CODE: it contains a list of European currencies indicated in code. MAIN FIELD: MEASURES : The following unit of measures are available: PRICE VALUE VALUE LOCAL VOLUME 10

11 Yearly section MAIN FIELD: SUPPLY CHAIN STAGES SUPPLY CHAIN STAGE: it contains the following supply chain stages: first sale/landings, Import/export, Consumption/retail. MAIN FIELD: TIME YEAR: it contains all years available, maximum 15 years backwards. MAIN FIELD: PRODUCT COMMODITY GROUP: it contains 12 macro groups of fish, (e.g. Groundfish, Crustaceans, etc.) MAIN COMMERCIAL SPECIES: it contains 97 species with a market relevance (e.g. Salmon, Anchovy, etc.) PRESERVATION: typology of preservation of the product (e.g. PS1- fresh, PS2-frozen, etc.) PRESENTATION: typology of presentation of the product (e.g. PR1- whole, PR2-cut, etc.). MAIN FIELD: LOCATION COUNTRY: it contains the list of EU Member States COUNTRY CODE: it contains the list of EU Member States in ISO 2 codes (e.g. FR for France) LOCATION: it contains the list of all ports in EU Member States where fish is sold or landed SEABORD: it is an aggregate of all ports located along the same coastline (e.g. Mediterranean, North Sea, etc.). MAIN FIELD: IMPORT/EXPORT INTRA/EXTRA EU: it allows to distinguish trade flows between extra EU and intra EU, be they imports or exports FLOW TYPE it allows to distinguish trade flows between export and import PARTNER COUNTRY: it contains a list of both EU and extra EU countries of origin and of destination of imports and exports. 11

12 MAIN FIELD: CURRENCY CURRENCY: it contains a list of European currencies CURRENCY CODE: it contains a list of European currencies indicated in code. MAIN FIELD: MEASURES : The following unit of measures are available: VALUE VOLUME PRICE. 12

13 How to build a crosstab Crosstab is a table that allows to cross data, aggregating/disaggregating them. It works in the same manner as pivot table, allowing to select filters and add measures as sum, average, count, etc. Working with crosstabs STEP 1 BUILDING FILTERS 1. In the Fields column, expand all items by clicking on. This will allow you to have a complete vision on what is available; 2. Drag & drop all needed fields in the column Filters on the right. You can also move items from Fields to Filters by clicking on each item with the right button of your mouse and select Create filter ; 3. Select all needed items inside each Filter; 4. Click on Apply to execute all filters selected. STEP 2 BUILDING YOUR CROSSTAB AND OTHER ACTIONS 1. Drag & drop all needed fields in the Columns or in the Row groups. You can also move items from Fields to Columns / Rows by clicking on each item with the right button of your mouse and select Add as Column / Add as Row ; 2. Add at least one Measure either in the Column or in the Row; 3. For downloading the extraction: click on and select the format you would like to download. Please consider that for downloading data you need to include in the Column at least one measure; 4. For saving the extraction: first of all, you need to be a registered user for saving the query. If you are logged in, once you prepared the query and added at least one measure, click on and select Save ad-hoc views as. Then, in the window that will be displayed, select your folder with your name and enter the name you would like to give to your extraction. 13

14 EXAMPLE Suppose you want to create a table showing total first sale volumes and values of Groundfish commodity group in the Netherlands, on monthly basis for The following operations have to be executed: - Expand Time and drag Year to Filter, select Drag Supply Chain Stage to Filters, select First sale/landings. - Expand Product and drag Commodities Group to Filters and select Groundfish - Expand Location and drag Country to Filters: select Netherlands - Click on Apply - Drag Month to Column group - Drag Main Commercial Species to Row group - Drag Volume and Value to the Columns or in the Rows. - You can add a title by clicking on Click to add a title. The screen should look then similar to this: 14

15 Main features of a crosstab When there is more than one level of grouping (e.g. 2 sub-fields in rows), the system automatically collapse all item included in one or both fields. Click the icons + or at the beginning of the name of the group to expand or to minimize it. When downloaded, all data will be extracted in any case; When you right-click a group value, you can access to many functions such as expand or collapse members, remove, sort, move up or down; The Sorting controls are available by right clicking on any sub-fields in the crosstab. These controls give you the possibility to sort all items in ascending or descending order. Alphabetic sorting applies to the group values and numeric sorting applies to the measure values. Right-click Measures to sort them collectively; right-click the single measure to manage the specific one and to access to other functions. Because numeric sorting can only apply to one measure at a time, clicking one icon will reset the others to alphabetic sorting; Measures are set by default as averages for prices or sums for volumes and values. You can also rightclick on the measure label of the table area to change the summary calculation, the data format or to access to other functions; Calculated field can be created by clicking on the icon in the Fields (See the par. Advanced functions - Calculated measure). 15

16 How to build a chart Charts available in the EUMOFA ad-hoc queries section are a flexible, interactive way to explore your data graphically. You can choose different levels of aggregation for rows and columns, change a field from a column to a row and zoom in to see chart details. You can switch from table to crosstab to chart by changing the parameter in the report type selector in the toolbar: Working with charts You have two alternative ways for building your chart: 1) you build your crosstab first and then switch to chart in the report type selector; 2) build your chart from scratch. For the first option, please check the section How to build a crosstab. For the second option, please follow the steps below. The EUMOFA gives you the possibility to make different charts, that obviously need different arrangement of fields between columns and rows. As a first step, select the type of chart you would like to build by clicking on Chart types on the following button. You can also change the chart type during the session. 16

17 The following chart types are available: STEP 1 BUILDING FILTERS 1. In the Fields column, expand all items by clicking on. This will allow you to have a complete vision on what is available; 2. Drag & drop all needed fields in the column Filters on the left. You can also move items from Fields to Filters by clicking on each item with the right button of your mouse and select Create filter ; 3. Select all needed items inside each Filter 4. Click on to execute all filters selected. 17

18 STEP 2 BUILDING A CHART Considering that it is not possible to define a single procedure for building all possible charts and that the steps and actions are similar compared to those described for tables and crosstab, we propose through a pragmatic example, to build a Column chart (the first one in the list) showing first sale prices in EUR for Atlantic cod, gutted, size 1 in Thyborøn (Denmark), on a weekly basis for all weeks of The following operations have to be executed: - Expand Supply Chain Stage and drag the sub-field Supply Chain Stage to Filter, select First sale/landings - Expand Time and drag Year to Filter, select Expand Product and drag Product to Filter and select Atlantic cod, gutted, size 1 - Expand Location and drag Place of Sale to Filter, select DK-Thyborøn - Click on Apply - Drag Week to the Header rows - Drag EUR Price to the Header column Area Now you will display all data in the rows (i.e. week) aggregated all together. For displaying detailed breakdown of all weeks selected, in the Filters column, move the cursor Data Level to maximum (to the right). Now the screen should look like this: 18

19 Main features of a chart Chart area Scale Legend Group values The Legend is created automatically when fields are added to the chart as measures. You can drag field names into the header row to rearrange measures. Click chart format from the icon on the top left of the table area and select labels for other options about the legend. If your table area presents many measures inside the legend, you can click it for displaying the which one you are interested to see; The Group values, located on the horizontal scale, indicates the values by which the chart is grouped. If there are too many values in the chart, use filters to reduce your data; You can zoom to data in the chart by selecting with the mouse the area of interest in the chart area (see the light blue area in the picture below). Change the size of the chart: To change the size of the chart, hover the mouse between the Table area and the Filter s Panel and move it right or left respectively for zoom in or zoom out the chart. 19

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21 How to build a table A table (that you can select from the Report type selector) is the output that allows you to download data in a database format. In the Table type, data will never be aggregated: any value you will display will always refer to a specific product in a specific market. Working with a table STEP 1 BUILDING FILTERS 2. In the Fields column, expand all items by clicking on..this will allow you to have a complete vision on what is available; 3. Drag & drop all needed fields in the column Filters on the right. You can also move items from Fields to Filters by clicking on each item with the right button of your mouse and select Create filter ; 4. Select all needed items inside each Filter; 5. Click on to execute all filters selected. STEP 2 BUILDING YOUR TABLE AND OTHER ACTIONS 1. Drag & drop all needed fields in the Columns group. You can also move items from Fields to Columns by clicking on each item with the right button of your mouse and select Add as Column ; 2. If you need to group items, you can move the item to Group ; 3. For downloading the extraction: click on and select the format you would like to download. Please consider that for downloading data you need to include in the Column at least one measure; 4. For saving the extraction: first of all, you need to be a registered user for saving the query. If you are logged in, once you prepared the query and added at least one measure, click on and select Save ad-hoc views as. Then, in the window that will be displayed, select your folder with your name and enter the name you would like to give to your extraction. 21

22 EXAMPLE Suppose you want to create a table showing weekly prices of Common sole, gutted, size 1, at Ostende (Belgium) for The following operations have to be executed: - Expand Time and drag Year to Filter, select Expand Product and drag Product to Filter and select Common sole, gutted, size 1 - Expand Location and drag Location to Filter, select Ostend - Expand Supply Chain Stage and drag Supply Chain Stage to Filter, select First sale/landings - Click on Apply - Drag Week to the Columns - Drag EUR Price to the Columns. - The screen should look similar to the following: The report can now be saved for future reuse. By clicking on the icon selecting one of the available format. you can download the table area by 22

23 Main features of a table Group header Column header The Column headers will contain all fields you would like to display in your table. Measures (volume, value and price) should be also added in this header. The Group headers will allow to group all items you have selected into Columns. For example, if you add Country field into Group, all items selected in Column will be grouped into Countries (see the picture below). Grouping will not encompass aggregations. In fact, all measures will be then put together. Measures cannot be added to Groups. Operations with columns: Add and order column: drag an element from the list of available fields contained in the Panel Field into the header row (column header), located above the table area; it is possible also to drag a field directly inside the table area. Once the table is created you can set the order of the columns in two ways. By moving the fields located inside the column header (the table will update itself automatically) or by moving the single column of the table displayed in the table area: in this case simply click on the column (it will highlight with a vertical bar) and drag it to the desired position. Right-clicking on a single field, regardless of where is it (Field Panel, Table area or header column above it), for accessing the same or more functions. Remove column: from the table area drag a column outside; you can also right click on the column inside the table area or inside the header column and select Remove from table, as illustrated in the context menu mentioned above; Resize column: click a column s right-hand border and drag it horizontally. Drag right to widen the column or left to narrow it. Your cursor changes as you hover it over a column border to indicate that 23

24 you can drag the border. For more precision, click the column to highlight its borders before dragging them. The minimum width of a column is determined by its longest visible member (be it a row or the label itself); Rename column: right-click the column, select Edit Label from the context menu and enter the new name; Add a summary and select a function: right-click the column and select Add Summary from the context menu. The summary function determines how the column s summary is calculated, such as average or total. You can change the function once the summary is added; Add space: to add white space between columns, drag the Spacer from the list of the Panel Field and drop it into the table area. A new blank column is added. It acts as a resizable buffer between columns or between a column and the edge of the report. Drag the spacer s edges to widen or narrow it. Any number of spacers can be added to a table; Sorting: click to open the sorting window. Open the needed fields and add them into the space on the right, change the order from ascending to descending. You can add multiple fields (including those not displayed in the report). If you use multiple fields, the server sorts the rows by the first field that appears in the sorting window. Grouping: Filtering: right-click a field or a column and select Create Filter to filter your results by the values that composing it. Depending on the data type of the field, the server creates a suitable filter and selects an appropriate operator. For example, if you create a filter from a time field, it will appear in the Filter Panel allowing you to select the time period that interests you. You can also select a different filter operation by pointing at the filter s icon and selecting Toggle Operation to display the operation field. Data can be grouped by multiple fields to create hierarchical levels. Common grouping tasks include: Create group: choose Add a group from the context menu after right-clicking a field; Change the order of groups: can be obtained by dragging a group after or before other groups; Groups and summaries: when a column is summarized, the table displays a summary value for each group, even if there are multiple groups. For example, sales data might be summarized for each sale location and also for each country Rename group: right-clicking on a field and select Edit Label from the context menu; Filtering: Create Filter is an option of the context menu for groups. 24

25 Advanced functions - Calculated measure You can create new calculated measures by clicking on the icon Measures (below the Field Panel) or on field icon and select Create calculated measure. Calculated Measures Once the window for calculated measure is open, you will need first to give it a title ( Measure name ) and then double-click on one function listed. It will be automatically added to the Formula, with instruction to follow to make it functioning. Once you create it, click on Validate and, if successfully validated, click on Create measure. The field will be displayed in Measures and can be added to columns/rows. Please consider that when you close the session, your Calculate measures will disappear. On the other hand, if you are logged in and save the query, the Calculate measures will be saved together with your query. Among different formulas available, below we provide detailed instructions on how to build two of them: - adding tonnes measures; - adding Percentage of, showing the share of an item for a given total. 25

26 Adding Tonnes as calculated measure Through Calculated Measures, you can add a new measure volume in tonnes, rather than in Kg as available by default in the EUMOFA. Once you open the dialog window as shown below, please follow the steps as described below: A. In the Fields and Measures block, double-click on Volume for including it in the formula area; B. Click the symbol of the division and type in the formula area 1000 C. Add the Measure name D. Click on validate E. Click on create measure. C B A D E The new measure will be listed within the Measures in the Field Panel and can be used by dragging it into the header column of the table area. 26

27 Adding Percentage of as calculated measure Percentage of allows to have the % share of a single item in a distribution over a total, or any other item. Below we show main steps to follow for having Percentage share over a total, applying it to a concrete example (% share in value of Landings of EU countries over the EU total in 2013). 1. In the Yearly ad-hoc query, filter the Supply chain stage and select First sale/landings 2. Filter Year and select Drag Year subfield into Columns 4. Drag Country subfield into Rows. Building the Calculated measure Percentage of : A. In the Functions block, double-click on Percentage of for including it in the formula area; B. In the formula displayed, select NumberFieldName and then double-click on VALUE (EUR) in the Fields and Measures block C. Select Level in the Formula and type Total D. Add the Measure name E. Click on validate F. Click on create measure. 27

28 D B C A E F 28