15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution

Necto Training
Module 15: Necto
Formulas and
Exceptions

Objectives
 By the end of this lesson you will be able to:
 Perform advanced analytics by:
 Defining formulas
 Defining exceptions

Agenda
 Formulas
 Exceptions

What Are Formulas?
 User-defined members are created by
formulas
 Formulas use Necto’s predefined
formulas or MDX functions to create
members
 Members in the grid can be dragged
into the formula definition
 Formulas can use dynamic parameters
I’d like to do calculations that are not
provided by the cube.
For example: examine the difference
between two products

Formula Definition Process
Set a name Result
format
Order of calculation if
function within function
Select a formula type
Select and drag members
from grid
Change order in formula
Delete member(s) from
formula
View Formula
Apply
Choose members not
currently in grid

Formula Created – New Member Appears
Click New – to create an
additional formula
Member menu +
formula options

Math Formula Type
Formula Syntax
Sum Sum(…)
Aggregate Aggregate(…)
Ratio Param1 /Param2
Growth (Param2 – Param1)/Param1
Difference Param2 – Param1
Average Average(…)
Max Max(…)
Min Min(…)
Wow! I can see not only
numbers, but how they
relate to each other

Time Formula Type
Function Description
YTD Returns a set of months starting with the first month of
the year and ending with supplied month
QTD Returns a set of months starting with the first month in
the quarter and ending with supplied month
MTD Returns all siblings of the supplied member starting at the first
sibling and ending with the supplied sibling

Free MDX
Select free
MDX type
Or start from
predefined
formula and edit
its MDX

Free MDX Editing Options
Check if valid
Insert OLAP
command
Set font and size
Format MDX
Insert a
placeholder
Floating
window
Maximize

Using Parameters in Free MDX
I’d like the end-user
to be able to set a
value (% change in
sales)
Add a formula that
will reflect the
expected change

Use of Parameters in MDX - Definitions
Title displayed on
workboard.
# will be replaced with the
current value
Name that will be
used in MDX
Navigation Component definition View Component formula definition

Exercise 1 – Working with Formulas
 Define a Mathematical formula
 Define a Customized formula
 Define an MDX Formula that includes dynamic
parameters

Exceptions
Highlight cell values
according to a specified
criteria
Apply to
measure
Enable or disable
exceptions at any time
Exceptions are defined
per component
per measure
Tooltip shows criteria or
description

Description will be used
in tooltip instead of
criteria (optional)
Defining a Simple Exception
2. Click to add an
exception definition
3. Select Exception Type
= Simple
4. Define criteria
5. Click to apply
1. Select a Measure

Filtering by the Exception
Filter by… allows filtering
of the grid to the
Exceptional data
Now you only see the
Exceptional data

Defining Exceptions – On Selected Members
Only
I have a lot of data in the
grid. I would only like to
check exceptions in several
members.

Bubble-up Exception
A bubble-up exception highlights parent cells when a
descendant meets the criteria definition
In general, Sales have met the
goal. But individual types of
Bottles and Cages and Cleaners
have not.

Defining a Bubble-up Exception
Select Exception
Type = Bubble up
Select hierarchy level

Free MDX Exception
Can drag items from
the grid to the MDX
expression
Check if valid
Insert placeholder
Set font and size
Format MDX
Insert OLAP
command

Using a Navigation Control With Exceptions
Each month the sales quota
changes. Will I need to edit the
exception every time?
You can add a navigation
control that will allow you to
dynamically set criteria value

Defining a Navigation Control of Type
Exception
1. Click and drag to
add navigation
control to workboard
3. Select
Type = Exception
2. Click to add
parameter
4. Select exception
defined in workboard
5. Values are
automatically
populated. You may
edit them
6. Select Visualization
form

Using the Navigation Control While in
Maximize Mode

Exercise – Working with Exceptions
 Define a simple exception
 Define a bubble-up exception
 Define a navigation control of type “Exception”
 Filter any of the Exceptions

15 - Panorama Necto 14 formulas, exceptions - visualization & data discovery solution

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