netdiver - Martignetti Companies
Transcription
netdiver - Martignetti Companies
NETDIVER Revision Doc-ND-070911-03 2011 Dimensional Insight NETDIVER NETDIVER NetDiver 6.3 User Guide, Manual Revision Doc-ND-070911-03. Dimensional Insight, Inc. disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customer. In no event is Dimensional Insight liable to anyone for any indirect, special, or consequential damages. The information and specifications in this manual are subject to change without notice. Copyright © Dimensional Insight, 1991-2011. Microsoft®, Windows®, and Excel® are registered trademarks of Microsoft Corporation. Adobe®, Acrobat®, and Distiller® are registered trademarks of Adobe Systems Incorporated. AIX®, AS/400®, and DB2® are registered trademarks and iSeries is a trademark of International Business Machines Corporation. Other product and company names mentioned in this manual are the service mark, trademark, or registered trademark of their respective owners. Dimensional Insight, Inc. (DII) is the owner of the Software to which this documentation applies. The Software is subject to copyrights, patents and other intellectual property rights of DII, is furnished only under a license to use it, and no ownership rights are conveyed in the Software under any circumstances. License rights are set out in written license agreements entered into by all licensees either prior to delivery of the Software or prior to first use of the Software. No use of the Software is permitted unless the user has first agreed to the terms of the license. DO NOT USE THE SOFTWARE IF YOU HAVE NOT REVIEWED AND AGREED TO THE TERMS OF THE LICENSE. Limited Warranty and Liability. THE SOFTWARE IS FURNISHED “AS IS” AND WITHOUT WARRANTY OF ANY KIND OR NATURE TO THE EXTENT PERMITTED BY APPLICABLE LAW. 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While efforts have been made to ensure THAT the program and its documentation are free from defects, under no circumstances and under no legal theory, whether tort, contract, or otherwise, shall DII, or its distributors, dealers or employees, be liable to you or any other person for any loss or damage sustained in connection with ANY ATTEMPT TO use the Software, including without limitation, any economic, consequential or other indirect loss or damage, even if DII has been previously advised of the possibility of such loss or damage. Some states and jurisdictions do not allow the exclusion or limitation of INCIDENTAL or consequential damages under certain circumstances, so this limitation and exclusion may not apply to you. The Software may include certain cryptographic software that may be subject to export controls under the U.S. Export Administration Act. The Software may not be exported to any country or to any foreign entity or “foreign person” to the extent prohibited under applicable U.S. government regulations. By downloading or using the Software, you are acknowledging and agreeing to the foregoing limitations on your right to export or re-export the Software, and are also representing and warranting that you are neither on any of the U.S. government’s lists of export precluded parties nor otherwise ineligible to receive software containing cryptography that is subject to export controls under the U.S. Export Administration Act. If a version of DiveLine that uses encryption is running, administrators must be aware that allowing users outside the United States to access data via certain DI-Clients qualifies as exporting encryption software (either the client executable or the Java applet sent to the browser). Export or re-export of encrypted software must be in accordance with the Export Administration Regulations. Diversion of encryption software contrary to U.S. law is prohibited. The licensing text below applies to the third party encryption library routines ONLY. This product may include software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://www.openssl.org/) [Copyright © 1998-2000 The OpenSSL Project. All rights reserved.] This product may include cryptographic software written by Eric Young ([email protected]) [Copyright © 1995-1998 Eric Young ([email protected]). All rights reserved.] Below are the two licenses which cover the use of these routines. iv NETDIVER ------------------------------------------------------------------------------OpenSSL License --------------/* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ==================================================================== Copyright (c) 1998-2005 The OpenSSL Project. All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. 2. Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. 3. All advertising materials mentioning features or use of this software must display the following acknowledgment: "This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/)" 4. The names "OpenSSL Toolkit" and "OpenSSL Project" must not be used to endorse or promote products derived from this software without prior written permission. For written permission, please contact [email protected]. 5. 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IN NO EVENT SHALL THE OpenSSL PROJECT OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. ==================================================================== This product includes cryptographic software written by Eric Young v NETDIVER * ([email protected]). This product includes software written by Tim * Hudson ([email protected]). * */ Original SSLeay License ----------------------/* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * vi Copyright (C) 1995-1998 Eric Young ([email protected]) All rights reserved. This package is an SSL implementation written by Eric Young ([email protected]). The implementation was written so as to conform with Netscapes SSL. This library is free for commercial and non-commercial use as long as the following conditions are aheared to. The following conditions apply to all code found in this distribution, be it the RC4, RSA, lhash, DES, etc., code; not just the SSL code. The SSL documentation included with this distribution is covered by the same copyright terms except that the holder is Tim Hudson ([email protected]). Copyright remains Eric Young's, and as such any Copyright notices in the code are not to be removed. If this package is used in a product, Eric Young should be given attribution as the author of the parts of the library used. This can be in the form of a textual message at program startup or in documentation (online or textual) provided with the package. 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IN NO EVENT SHALL THE AUTHOR OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) NETDIVER * HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT * LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY * OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF * SUCH DAMAGE. * * The licence and distribution terms for any publically available version or * derivative of this code cannot be changed. i.e. this code cannot simply be * copied and put under another distribution licence * [including the GNU Public Licence.] */ ------------------------------------------------------------------------------This product includes portions of automated error reporting software which require the display of the following disclaimer. This disclaimer applies only to those portions of code, not to the product as a whole. ------------------------------------------------------------------------------Copyright (c) 2007, Google Inc. All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: * Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. * Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. * Neither the name of Google Inc. nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission. THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. ------------------------------------------------------------------------------- vii NETDIVER NetDiver is designed to operate with Apache Tomcat, covered under the license below. Licensed under the Apache License, Version 2.0 (the “License”); you may not use this file except in compliance with the License. You may obtain a copy of the License at: http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an “AS IS” BASIS WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. Copyright © 2011 Dimensional Insight, Inc., 60 Mall Road, Burlington, MA 01803 (http://www.dimins.com) viii Contents 0 Chapter 1: Introduction .......................................................... 1-1 Using the NetDiver Manual ....................................................................................................1-1 Related Documents .................................................................................................................1-2 Contacting Support .................................................................................................................1-2 Chapter 2: Getting Started ..................................................... 2-1 Launching NetDiver ...............................................................................................................2-1 Launching NetDiver from DivePort ................................................................................2-1 Launching NetDiver from a Browser ..............................................................................2-4 Opening a File.........................................................................................................................2-6 DiveBook Select ..............................................................................................................2-7 Open File .........................................................................................................................2-10 Toolbar.............................................................................................................................2-11 View from DivePort ........................................................................................................2-12 Navigating in NetDiver...........................................................................................................2-12 Closing a Model......................................................................................................................2-12 Saving Your Work ..................................................................................................................2-13 Printing....................................................................................................................................2-13 Diving Basics ..........................................................................................................................2-13 Chapter 3: The NetDiver Interface ........................................ 3-1 The Toolbar.............................................................................................................................3-2 The Open File Dialog Box......................................................................................................3-9 The Console ............................................................................................................................3-10 TOC-1 NETDIVER History Area.....................................................................................................................3-11 Cascading...................................................................................................................3-12 Models Area.....................................................................................................................3-13 Info Area..........................................................................................................................3-15 Time Series Info Area......................................................................................................3-16 Browser Status Bar ..........................................................................................................3-17 The Dive Window...................................................................................................................3-18 Chapter 4: DI File Types ....................................................... 4-1 File Types ...............................................................................................................................4-1 Models (.mdl) ..................................................................................................................4-1 DivePlans (.dvp) ..............................................................................................................4-1 Markers (.mrk).................................................................................................................4-2 DiveBooks (.dbk).............................................................................................................4-2 Tunnel Files (.tnl) ............................................................................................................4-3 Models and Data Types ..........................................................................................................4-4 Dimension........................................................................................................................4-4 Summary..........................................................................................................................4-4 Info Fields........................................................................................................................4-4 Chapter 5: Display Types ...................................................... 5-1 Tabular Displays .....................................................................................................................5-1 Tabular.............................................................................................................................5-2 MultiTab ..........................................................................................................................5-3 CrossTab ..........................................................................................................................5-4 MultiCrossTab .................................................................................................................5-5 MultiTab-MultiCrossTab.................................................................................................5-6 Graphic Displays.....................................................................................................................5-7 Basic Plots .......................................................................................................................5-8 Cross Plots .......................................................................................................................5-9 Stack Plots .......................................................................................................................5-10 Pie Plots ...........................................................................................................................5-11 Scatter Plots .....................................................................................................................5-12 TOC-2 NETDIVER Report Displays.......................................................................................................................5-13 Chapter 6: Working in NetDiver ........................................... 6-1 Diving .....................................................................................................................................6-1 QuickViews .....................................................................................................................6-6 Pulldown QuickViews ...............................................................................................6-6 Picklist QuickViews ..................................................................................................6-8 Manipulating Data ..................................................................................................................6-9 Select................................................................................................................................6-10 Focus................................................................................................................................6-12 Group ...............................................................................................................................6-15 Sort...................................................................................................................................6-17 Find ..................................................................................................................................6-17 Find String .................................................................................................................6-19 Find Numbers ............................................................................................................6-21 Find Date Range ........................................................................................................6-24 Find Before Dive .......................................................................................................6-26 Select Columns ................................................................................................................6-28 Column Attributes ...........................................................................................................6-31 Functions..........................................................................................................................6-35 Display Options ......................................................................................................................6-42 Tabular Displays..............................................................................................................6-42 MultiTab ...................................................................................................................6-42 CrossTab ...................................................................................................................6-45 MultiCrossTab ..........................................................................................................6-49 MultiTab-MultiCrossTab...........................................................................................6-52 Reports.............................................................................................................................6-55 Simple Tabular to Report...........................................................................................6-56 MultiTab to Report ....................................................................................................6-59 CrossTab to Report ....................................................................................................6-61 MultiCrossTab to Report ...........................................................................................6-63 MultiTab-MultiCrossTab to Report...........................................................................6-65 Graphic Displays .............................................................................................................6-67 TOC-3 NETDIVER Basic Plots .................................................................................................................6-68 Cross Plots .................................................................................................................6-70 Stack Plots .................................................................................................................6-73 Pie Plots .....................................................................................................................6-75 Scatter Plots ...............................................................................................................6-77 Saving Your Work ..................................................................................................................6-79 Markers and DiveBooks ..................................................................................................6-79 Saving a Marker File .................................................................................................6-79 Saving a Marker to a DiveBook ................................................................................6-80 Exporting the Dive Window to Excel..............................................................................6-81 Opening the Dive Window as a PDF...............................................................................6-83 Index TOC-4 Chapter 1 Introduction 1 NetDiver is a Java-based Diver client that communicates with DiveLine by using a secure connection through a Web server. NetDiver provides a zero-footprint client option, meaning it does not require any software to be downloaded or installed on the user’s workstation. NetDiver satisfies basic analytical needs, while complementing the functionality of DivePort and The Diver Solution™. The Diver Solution™ is Dimensional Insight’s (DI) suite of products that work together to provide complete data reporting and analysis, as well as data transformation, administration, and delivery. DiveLine is the server application that enables flexible, centralized administration of users who access company data stored in DI data sets. DivePort is DI’s portal platform that facilitates the display of key performance indicators from disparate data sources within a single window. NetDiver resides on a Web Application Server (For example, Apache Tomcat) and acts as a bridge between a web browser (For example, Microsoft Internet Explorer or Mozilla Firefox) on the client workstation and the data residing in DI Models on a DiveLine server. DI Users with either a General or an Advanced level of functionality have access to NetDiver, which presents the familiar Diver interface in the browser environment. Users can dive, focus, add columns, summarize, and save their work. Using the NetDiver Manual 1 This NetDiver Manual is divided into six chapters: • Chapter 1, Introduction - provides information about this manual and steps on configuring up the NetDiver infrastructure and installing the NetDiver software. • Chapter 2, Getting Started - provides a brief overview of working in NetDiver. • Chapter 3, The NetDiver Interface - describes how to use the Toolbar and window areas. Introduction 1-1 NETDIVER Related Documents • Chapter 4, DI File Types -provides a description of the file types used in NetDiver. • Chapter 5, Display Types - provides a definition of the available tabular and graphical displays. • Chapter 6, Working in NetDiver - describes how to manipulate data, generate various displays and/or reports, and save work. Related Documents 1 Other manuals you may find useful, depending on your user level, include: • Diver Solution Installation - details NetDiver environment and software installation steps. • DiveLine manual - details configuring, installing and maintaining DiveLine. • Diver Volume I & II manuals - include a comprehensive description of report format options and graphing details as related to creating Markers for use in NetDiver. • DivePort Administrator manual - details installing, defining, configuring, and working with DivePort, including setting up links to NetDiver. • DivePort User Guide - explains how to use DivePort’s features from the perspective of Casual users. • DI Glossary of Terms - details the terminology referenced when using the Diver Solution product suite. Contacting Support 1 Customer support is available from 7:00 AM to 5:00 PM (Central Time). Table 1-1: Technical Support Contact Information Customer Type Phone Fax Email Domestic Users 920-436-8299 920-433-2378 [email protected] International Users +1-920-436-8299 +1-920-433-2378 [email protected] 1-2 Introduction Chapter 2 Getting Started 2 This chapter provides an overview of NetDiver. It covers: • Launching NetDiver • Opening a File • Saving Your Work • Diving Basics Later chapters provide greater detail on NetDiver, such as: file types, display types, and working effectively in NetDiver. Launching NetDiver 2 NetDiver can be launched from within DivePort, DI’s Web Portal platform client, or directly from a browser. For more information on DivePort, refer to either the DivePort User Guide or the DivePort Administrator manual. Launching NetDiver from DivePort 2 While in DivePort, users with General and Advanced level of functionality have access to the MY ACCOUNT command button. When this button is clicked, the first option is to Start NetDiver. When this option is selected, a new browser window is open to NetDiver, without requiring the user to re-authenticate. The NetDiver window is empty. Click on Open File or Open DiveBook to start working. See the screen shot on the following page for an example. Getting Started 2-1 NETDIVER Launching NetDiver Launching NetDiver from DivePort Toolbar Open File Open DiveBook While in DivePort, as a General or an Advanced user, you may also have access to NetDiver from a Click Action menu or link. In this case, the Click Action is defined for a specific Portlet instance on the Page, so when NetDiver is launched, it opens to the same Marker that was displayed in the Portal. For example, when a row in the following tabular is clicked, a pop-up menu appears that lists the possible Click Actions. You can select and click on NetDiver in the pop-up menu. 2-2 Getting Started NETDIVER Launching NetDiver from DivePort Launching NetDiver Alternatively, the Portlet instance may display the NetDiver link at the foot of the data, allowing access with just one click. Either way, a new browser window or new browser session will open (depending on your browser settings) and NetDiver will open with the same Marker file that was displayed in DivePort (as it is saved on the DiveLine server). There is no need to log on again. Contact your DiveLine Administrator if unsure whether you are an Advanced or General user, or if you do not see any NetDiver references in DivePort. Getting Started 2-3 NETDIVER Launching NetDiver Launching NetDiver from a Browser Launching NetDiver from a Browser 2 NetDiver can be opened directly in a browser. Ask your DiveLine Administrator for the Web address (also called the URL) for your NetDiver. The URL depends on the name of the Web server. Below are examples of URLs pointing to NetDiver. Remember that the reference string is case-sensitive. The HyperText Transfer Protocol with Secure Socket Layering (HTTPS) involves client-server Authentication. This means that during the initial attempt to communicate with the Web server hosting NetDiver, the server presents the browser with a “Certificate”. The Certificate is the proof that the site is what it claims to be. When the NetDiver application is initially opened from the browser, the following may occur: The Security Alert dialog box displays whenever there is a problem; for example, if no certificate is found, or if the hostname used in the URL does not match the name specified in the Certificate. In Microsoft Internet Explorer 6.0, click View Certificate to install the Certificate. In IE 7.0, click Continue to this website and follow the pink Security Alert links until View certificates is an option, then proceed to install the Certificate. 2-4 Getting Started NETDIVER Launching NetDiver from a Browser Launching NetDiver Add the Certificate to your Trusted Root Certification Authorities store or Trusted Publishers in the browser in order to avoid acknowledging the Certificate each time you log on. Browsers present Certificates in slightly different ways. For help accepting your certificate, contact your administrator. After entering the URL and accepting the Security Certificate, the browser will open to display the NetDiver Log On screen shown below. This dialog box may have been customized for your local installation, so it may vary slightly from this sample. Getting Started 2-5 NETDIVER Opening a File Launching NetDiver from a Browser When logging on to NetDiver, the Authentication process is being managed by DiveLine. To log on 1. Enter a DiveLine username and password 2. Enter or select a DiveLine server 3. Click the Log On button If the web browser displays the error dialog box shown below, an error was made in entering either the username or password. If the web browser displays the error dialog box shown below, an error was made in entering either the server name or port number. Click OK and re-enter the username, password, server name, or port number. If this is still not successful, contact your DiveLine administrator to help verify the DiveLine information and current status. If you have been logged on to NetDiver for a period of time, but have not taken any actions, the DiveLine connection may time out. This is a security measure. If your connection times out, the NetDiver Log On dialog box will reappear. The timeout period is the same as in DiveLine. By default, the idle time is not enabled for DiveLine and its clients. Opening a File 2 Once logged on and authenticated by DiveLine, the browser displays NetDiver. What displays first in NetDiver depends on the user profile as established by the DiveLine Administrator, as well as by the method used to launch NetDiver. There are four possibilities: 2-6 • The DiveBook Select dialog box • The Open File dialog box • The Toolbar at the top of an empty Page Getting Started NETDIVER DiveBook Select • Opening a File The Marker file from DivePort DiveBook Select 2 If NetDiver opens with a DiveBook, it will have a DiveBook Select dialog box similar to the one displayed below: If a DiveBook is displayed in NetDiver, then the DiveLine Administrator has given access to a specific DiveBook. To open the DiveBook: 1. Choose an Area. The Area is like a folder and contains Topics. Choose a different Area to display different Topics. 2. Select a Topic name and click OK to open the Console with the appropriate Model. If the Topic is a Marker, then a Report, Graphic, or Tabular display also appears in the Dive Window. Getting Started 2-7 NETDIVER Opening a File DiveBook Select In the example below, the Topic opens a Pie Chart of Revenue by Sales Region. The Console also displays the Categories and/or Dimensions in the Model. In this example, the Sales Region Dimension is in the History area, since it had previously been selected. For more information on the Console, see The Console on page 3-10. For information on Models and Dimensions, see Models and Data Types on page 4-4. The Pie Chart can be used as a static report that provides needed information, or it can be used as a starting point for diving. Clicking on a pie wedge, or on one of the Pie Chart legend names, enables a dive. 2-8 Getting Started NETDIVER DiveBook Select Opening a File The pie wedge selected is separated from the rest of the chart and the Console now contains arrows pointing downwards. The separated wedge designates the selected Dimension value, as does the legend name in bold print. The downward arrows in the Console indicate that the Dimensions can be dived on. If a dive is performed, the Pie Chart will change to reflect the selected data. For more information on diving, see Diving on page 6-1. For more information on Pie Charts, see Pie Plots on page 5-11. Getting Started 2-9 NETDIVER Opening a File Open File Open File 2 If NetDiver opens with the Open File dialog box, you will see something similar to this: Home Up One Level If the DiveLine Administrator has configured a Home Directory for you, the Open File dialog box will present that directory. Navigation may or may not be possible with the Up One Level button. The Open File dialog box lists the folders available on the DiveLine server. If clicking on a folder does not expand it, you do not have permission to access that folder. From this window, Marker (.mrk), DiveBook (.dbk), DivePlan (.dvp), Model (.mdl), or Tunnel (.tnl) files can be accessed. For information on these files types, see File Types on page 4-1. Select a file to open it. For example, click on a Model file and the Console will open displaying the Dimensions contained in the selected Model. Diving can begin from here. Click on a Dimension in the Console to display the Dimension’s data in a tabular format, as shown below. For example, click once on Salesperson in the Console area. 2-10 Getting Started NETDIVER Toolbar Opening a File Values for the Salesperson Dimension are shown in the left hand column of the Tabular display. Numbers in columns to the right are the Summaries defined in the Model. For more information on the Console, see The Console on page 3-10. For more information on diving, see Diving on page 6-1. The Open File dialog box can be accessed by clicking the Open File button. button located on the left side of the Toolbar. This is the first A sample of an Open File dialog box was shown previously. For more information on this window, see The Open File Dialog Box on page 3-9. Toolbar 2 As discussed previously, if you log on to DivePort and then use MY ACCOUNT > Start NetDiver, NetDiver will open in a new browser window so that only the Toolbar and empty Console displays. For example: Toolbar Empty Console NetDiver has a series of buttons on its Toolbar to give you easy access to Marker files, DiveBooks, display options, and functions such as Focus, Group, Sort, and Find. For a detailed discussion of all these options, please see The Toolbar on page 3-2. Getting Started 2-11 NETDIVER Navigating in NetDiver View from DivePort View from DivePort 2 If NetDiver is launched from a DivePort Marker Portlet instance’s Click Action, it displays the same view of the data (for example, Report or Graphic) that appeared on the DivePort Page. Using the NetDiver Click Action causes a new browser tab to open with NetDiver. There is no need to re-authenticate – the same Marker file that was used in DivePort is displayed in NetDiver, including any associated QuickViews. You can continue to dive from the NetDiver Dive Window, select data values in the displayed Report or Graphic, and then click on the desired Dimension of choice in the Console. In addition, clicking on the Open DiveBook button will display your default DiveBook, as controlled by DiveLine, while clicking on the Open File button will give you access to all other permitted DiveLine files. Navigating in NetDiver 2 The browser communicates with the Web Server via HTTPS (or HTTP). Navigation in NetDiver is performed by a single mouse click to select data (for example, Models, Dimensions, values, columns, etc.) or functions (for example, Open File, Open DiveBook, Switch to Report, etc.). The browser Back button is not recommended for navigation purposes. It uses browser caching to return to a previous browser screen. Many actions in NetDiver require interaction with the server to maintain its state. The Back button in the browser does not pass this interaction back to the server. Closing a Model 2 To close a Model, click the small gray “x” icon next to the Model’s name in the Console. 2-12 Getting Started NETDIVER View from DivePort Saving Your Work Saving Your Work 2 There are multiple ways of saving your work. • Save the dive as a separate Marker or as a Topic in a DiveBook. • Use the Open in Excel button and save the data to an Excel spreadsheet. • Use the Open in PDF button and save the contents of the Dive Window to a PDF file. Once the information is in PDF, it can be opened in Adobe Acrobat, which allows easy distribution of the file to others who may not have access to NetDiver. • Save a Dive Window with a one-page graphic to an image file (using the right-click context menu in the browser) and paste it into other applications, such as Microsoft PowerPoint (for example, Insert > Picture > From File...). Due to NetDiver’s use of DiveLine for security, permission to save Markers may be limited. If unable to save your work, contact your DiveLine Administrator for permission. For more detailed information and procedures, see Saving Your Work on page 6-79. Printing 2 NetDiver prints the current Dive Window when the browser’s File > Print option is used. For best results with a report or dive, click on the XLS or PDF button, and print from Microsoft Excel or Adobe Acrobat. This will ensure that the complete report or data set is printed. Diving Basics 2 The process of diving allows you to select particular portions of the data, filtering out what is not currently of interest. The questions that can be answered are many and varied. For example, “What products were sold by salesperson Thomas Carroll?”. To answer this question: 1. Open a Model for the Sales data. The Model contains the data fields, defined as Dimensions, that can be dived on. For example, in this case, the two Dimensions of interest are Salesperson and Product, which would be visible in the Console. The divable status is indicated by the down arrows to the left of each Dimension name. 2. Select the Dimension Salesperson by single-clicking on it in the Console. This will display all the data subtotaled by the Dimension Salesperson. Getting Started 2-13 NETDIVER 3. From the Salesperson Dive Window, select the value Carroll by clicking on it once. The Console will change to reflect this selection: there are now down arrows to allow further diving. 4. From the Console, select the Dimension Product by clicking on it once. The Dive Window will change to display the different products Thomas Carroll has sold. For more detailed instructions on diving in NetDiver, see Chapter 6, Working in NetDiver. Chapter 3 The NetDiver Interface 3 NetDiver is a web-browser application with a Toolbar command interface and multiple data display areas. Each will be discussed in detail in this chapter. • The Toolbar – appears under the Title Bar, and contains the NetDiver command structure. • The Console – appears on the right side of the web page, and displays the selected Model’s Dimensions, Info Fields, and dive History; used for diving. • The Dive Window – appears on the left area of the page, and displays the data dived on. The initial display is in the Tabular format, with Dimension values in the left column and Summaries on the right. • The Dialog Boxes – appears in front of the Dive Window when an Open, Save, Graph, Report, or Find operation is requested. Toolbar Console Dive Window The NetDiver Interface 3-1 NETDIVER The Toolbar The Toolbar 3 The Toolbar contains all of NetDiver’s command structure. When a feature is not available, the button fades in color. There are 21 commands represented by the buttons. They are discussed in detail below. After certain actions are performed in a window, such as a Find, Focus, or Group, Undo will become available. Redo becomes active after using the Undo functionality. Open File Click this button to display the files that are available on the DiveLine server. Not all the folders displayed may be accessible. This depends on the user profile that the DiveLine Administrator has set up for you. If clicking on a folder reveals nothing, there is no access to that file. Click a folder to open it, and select a Marker, DiveBook, DivePlan, Model, or Tunnel file. For more information, see The Open File Dialog Box on page 3-9. 3-2 The NetDiver Interface NETDIVER The Toolbar Open DiveBook Click this button to open a DiveBook and display the Open DiveBook dialog box. The DiveBook is a file that helps to organize and index frequently used Tabulars, Plots, Reports, and DivePlans. A sample dialog box is displayed on the next page. For more information on how to use this dialog box, see DiveBooks (.dbk) on page 4-2. Save Marker Click this button to save the current dive as a Marker. See Markers (.mrk) on page 4-2 for more information on Markers and Saving a Marker File on page 6-79 for saving data. Save into DiveBook This button is available when a DiveBook is open. Click it to save the Marker into the DiveBook as a Topic. For more information on DiveBooks and saving to them, see DiveBooks (.dbk) on page 4-2 and Saving a Marker to a DiveBook on page 6-80. The NetDiver Interface 3-3 NETDIVER The Toolbar Switch the view to Tabular The Tabular display is the default view shown when a dive is initially performed. It looks like a spreadsheet with the familiar row-and-column layout. If the current view is a Graphic, MultiTab, CrossTab, MultiCrossTab, or Report, clicking the Switch to Tabular button will convert it to a plain Tabular view. For more information, see Tabular on page 5-2. Switch the view to MultiTab The Switch to MultiTab function can be used to display up to 32 Dimensions at a time with all data elements and combinations also visible. It facilitates adding Dimensions from the Console Window to the current display. For more information, see MultiTab on page 5-3. Switch the view to CrossTab The CrossTab display combines two Dimensions in one table: the vertical one has it values as rows and the horizontal one has its values as columns. When this button is clicked, NetDiver opens a CrossTab input dialog box that allows selection of the two Dimensions. See CrossTab on page 5-4 for more information. Switch the view to MultiCrossTab The MultiCrossTab display combines the functionality of the MultiTab with that of the CrossTab. When this button is clicked, NetDiver opens a MultiCrossTab dialog box that allows selection of the horizontal Dimension and one or multiple Summaries. For more information, see MultiCrossTab on page 5-5. Switch the view to a Graph Click this button to change the view to a Basic, Cross, Stack, Pie, or Scatter graphic display. Basic Plots include Bar, Line, and Point Graphs. For more information, see Basic Plots on page 5-8. 3-4 The NetDiver Interface NETDIVER The Toolbar Cross Plots can also be in the form of Bar, Line, and Point graphs. They are the graphic equivalent of CrossTabs, showing the intersection of two Dimensions with one data element. For more information, see Cross Plots on page 5-9. The Stack Plot is used to demonstrate a specific portion of a particular value. Like Basic Plots, Stack Plots display a series of plotted points on a quantitative axis. They display only one Summary element at a time. For more information, see Stack Plots on page 5-10. The Pie Chart is used to demonstrate the division of a finite quantity among a number of Dimension values. For more information, see Pie Plots on page 5-11. The Scatter Plot is used to display a number’s value relative to other numbers (for example, Revenue vs. Cost, Height vs. Weight, Profit vs. Sales). Scatter Plot types include Point, Line, and Bubble. For more information, see Scatter Plots on page 5-12. Switch the view to a Report In either a Tabular or Graphic display, click this button to generate a Report. A sample Report is shown below. For more information on switching to a Report format, see Reports on page 6-55. Once the Dive Window shows a Report, diving can continue as in a Tabular display. Select a Dimension value in the first column of the Report shown in the Dive Window and then click a Dimension in the Console to dive. The NetDiver Interface 3-5 NETDIVER The Toolbar Flip Table or Graph Axes Click this button to swap the vertically displayed information with the horizontally displayed information. Each time this command is used, the axes will flip again, so an even number of uses will put the display back to where it started. All selections are preserved during a flip, even if items were sorted. Every type of graphic display can be flipped except for a Pie Chart. Flipping a graph switches the horizontal axis with the vertical axis. For example, in a Tabular or CrossTab display, the columns become rows and the rows become columns. Focus/Stop Focus Use Focus as a way of looking at a subset of data. Focus provides a subtotal for the data columns of the selected rows. In the figure below, the Dive Window at the top left represents the selection of the Dimensions, and the Dive Window at the bottom right displays the effects of using Focus. See Focus on page 6-12 for more information. Group/Stop Group Use Group to treat multiple Dimension values as a single unit. The Group function allows continuation of a dive, either on one Dimension value or on the group. See Group on page 6-15 for more information. 3-6 The NetDiver Interface NETDIVER The Toolbar Sort Up This option sorts the selected column in ascending order. If numerical, the minimum value moves to the top row, while the maximum value moves to the bottom row. If text, the order is alphabetical, with A at the top and Z at the bottom. If multiple columns are selected, Sort Up is disabled. See Sort on page 6-17 for more information. Sort Down This option sorts the selected column in descending order. If numerical, the minimum value moves to the bottom row, while the maximum value moves to the top row. If text, the order is alphabetical with A at the bottom and Z at the top. If multiple columns are selected, Sort Down is disabled. See Sort on page 6-17 for more information. Find This option searches a column in the Dive Window for desired text, numbers, or dates. There are specific dialog boxes for each search type: Find String, Find Numeric, and Find Date. See Find on page 6-17 for more information on how to use this feature. In a Tabular, CrossTab, or MultiTab window, Find locates one or more rows within a single column. If exactly one column label is selected, Find searches that column. If no columns are selected, Find searches the leftmost column (the row labels). If more than one column label is selected, Find is not available. Show the Console This option displays the Console window if it has been hidden, hides it if it is displayed. Proxy The Proxy button allows an administrative user or a subadministrator to log on as another user and see what they see. Entry of a DiveLine password is not required. The Proxy button lets you revert to the original session. This button only appears for Administrator Users. The NetDiver Interface 3-7 NETDIVER The Toolbar Log out of the DiveLine server This option closes the current NetDiver session, logs you off of the DiveLine server, and may present a new Log On screen. Change Password If the CHANGE PASSWORD button is available in the Title Bar, this gives you access to the Change your password dialog box for DiveLine. About this application The ABOUT button in the Title Bar displays the software versions and copyright information for NetDiver and DiveLine. 3-8 The NetDiver Interface NETDIVER The Open File Dialog Box The Open File Dialog Box 3 The Open File dialog box displays those folders that have been set up in the DiveLine data directory by the administrator. The ability to access folders is determined by the user permissions that were also established by the DiveLine Administrator. Browse to the file or directory to open, and single-click, then click Open. Up One Level Home If an administrator has set up a Home Directory for you, this button is displayed and active. Click it to return to your Home Directory. If a folder has been opened, the Up One Level button moves you back to the preceding level. To display the Open File dialog box at any time, click the Open File button in the Toolbar. The NetDiver Interface 3-9 NETDIVER The Console The Console 3 The Console is a navigation and information window. From the Console, you can select Dimensions and dives. It is displayed after: • A Model, Marker, DivePlan, or Tunnel file is selected from the Open File dialog box. • The Show Console button is clicked in the Toolbar. • A Topic from a DiveBook is selected and opened. Dive Tabs Model name Categories Dimensions The Console’s structure is similar to the tree structure of Windows Explorer. Plus (+) and minus (-) signs indicate if there is a Dimension list under a particular Category. Categories are represented by grey folders and are used to organize the Dimensions. If needed, the Console may have vertical and horizontal scroll bars. Note that four different dives can be performed: Dive A through Dive D. A dive is a series of steps taken to select a sequence of Dimensions and values, such that the view of the data is more detailed for a smaller range of information in the Model. The four Dive tabs let you follow four different Dive paths. If the Console is not visible, click the Show Console button in the Toolbar to display it. For each Dive Tab, the Console displays the Dive session in four areas: • History • Models • Info • Time Series Info Each will be discussed in the following sections. (For information on Report Palettes, refer to the Diver manuals.) 3-10 The NetDiver Interface NETDIVER History Area The Console History Area 3 The History area is displayed at the top of the Console. It has a plus (+) to the left of the title to indicate that it is collapsed, or a minus (-) to indicate that it is expanded. The History area displays all the current dive information. Information about Grouping and Focusing is also shown. In this example, the History shows that a dive has been performed on Sales Region, and that some rows were Focused and Grouped. The NetDiver Interface 3-11 NETDIVER The Console Cascading History Area 3 If you are viewing a multi-level dive, such as the one for Fagin’s Milk Customers, it is possible to display the same dive for a different selection higher up the hierarchy without going through all the previous steps again. This is called cascading. For example, to see Lombardi’s Milk Customers, double-click on Salesperson in the History area of the Console to return to the first dive, then double-click on Lombardi. The dives will immediately “cascade”, so that dives on Milk and Customer will be automatically updated. 3-12 The NetDiver Interface NETDIVER Models Area The Console Models Area 3 The Models area is located below the History area. It consists of Model names, Categories, and Dimensions. Models can contain Categories, and each Category can contain Dimensions. Categories are optional. In the figure below, Categories are displayed as folders that contain Dimensions (as indicated by the + signs) in the Console on the left, while the Console on the right displays only Dimensions, without Categories. Models – contain the data to dive on. They are identified in the Console with a red sphere. Multiple Models can be opened in the Console at one time. To close an individual Model, click the small grey x to the right of the Model name. Categories – folders that help to organize the Dimensions. Dimensions may or may not be grouped by Categories. Dimensions – fields used to answer business questions. If a dive has been performed, the Dimension that was dived on is displayed in the History area. When Dimensions are available for diving they are displayed with a gray down arrow. The DimCount (Dimension Count), the numeric value in parentheses to the right of each Dimension, indicates the number of unique values that remain for each Dimension (relative to The NetDiver Interface 3-13 NETDIVER The Console Models Area another Dimension). For example, in the Console shown next, the initial dive was made on Salesperson Baker with a double-click. The number in parentheses displayed next to each Dimension indicates the specific amount of data available for Baker. The numbers change to reflect the selected Dimension value. A single click does not update the DimCounts. Note that Large Models may take a moment to calculate and display the numbers. Model DimCounts Dimensions Info Field Dimensions and Summaries are defined when a Model is built. Console Categories are defined after the Model exists by using the Diver or DiveMaster applications. 3-14 The NetDiver Interface NETDIVER Info Area Info Area The Console 3 The Info area is located below the Models area. An Info Field is an additional piece of information in the data Model. Info Fields contain extra information related to a particular Dimension value. For example, in the Console shown below, the dive on Sales Region was followed by a selection of Mountain West. Then a dive on Sales Branch was followed with a double-click on the Sales Branch Dimension value Omaha. The information fields attached to the Omaha Sales Branch are listed in the Console Info area. They are: Branch Manager, Branch Address1, Branch Address2, and Branch Phone. Descriptions or codes are typical Info Fields. Info Fields Info Fields are also defined when the Model is built. The Diver and DiveMaster applications can be used to make Info Fields divable. The NetDiver Interface 3-15 NETDIVER The Console Time Series Info Area Time Series Info Area 3 The Time Series Info area appears at the bottom of the Console. It serves several purposes. First, it displays what time-based Dimension, such as Date, Month, or Quarter, was used to create a comparison. Second, it tells you when a defined Period starts and ends. In this example, the time-based Dimension is Ship Month and it begins January 1, 2009 and ends June 30, 2009. Next, the Time Series Info area displays what comparison is being made, such as Current vs. Prior, Year-to-Date vs. Last Year-to-Date, etc. Finally, the Built Columns and Data Columns being compared are listed. used for comparisons defined periods Time Series are created with the Diver application and are saved in a DivePlan for NetDiver use. 3-16 The NetDiver Interface NETDIVER Browser Status Bar The Console Browser Status Bar 2 A browser status bar, much like the status bar familiar to Diver users is available in NetDiver. The status of the current dive will be displayed in the lower right portion of the Browser window, and appears as shown below: The first part of the status bar (381 Rows), displays the total number of rows in the current Dive window. The second portion (Totals-30), indicates the rows that are currently visible in the Dive window; in this example, the Totals row through row 30 are visible. In order to see the row count, the user may need to change the browser settings for the status bar. For example, in Mozilla Firefox, go to Tools > Options > Content, and check “Enable JavaScript”. Then click Advanced..., and check “Change status bar text”. The NetDiver Interface 3-17 NETDIVER The Dive Window Browser Status Bar The Dive Window 3 The Dive Window is where all the data is viewed in a Graphic, Tabular, or Report format. When a Model or DivePlan is first opened, the Dimensions are displayed in the Console with arrows pointing downwards, indicating that they can be dived on. The Model or DivePlan may have grouped the Dimensions into Categories represented by folders. These folders need to be opened in order to see the down arrows. When a Dimension is clicked on in the Console, the data is displayed in the Dive Window. The data set is presented with the values that exist in the Dimension selected. Further diving restricts or filters the data. As the Dive Window opens, the arrows are no longer displayed in the Console since the Dimensions are not available for diving. In order to continue diving, a value needs to be selected from the Dive Window. Once a value is selected, the down arrows reappear in the Console. For further information on diving, see Diving on page 6-1. 3-18 The NetDiver Interface Chapter 4 DI File Types File Types 4 4 There are five major Dimensional Insight file types that are used by NetDiver: • Models • DivePlans • Markers • DiveBooks • Tunnel files Models (.mdl) 4 The Model is the basis for the “sea of information” available to NetDiver. It contains all the information that the user will dive on. It is an extract of the organization’s data that has been transformed into a highly indexed and summarized format. One or more Models may be created for diving. They contain the Dimensions, Summaries, and Info Fields specific to the organization’s data needs. Models are created by developers during the build process. DivePlans (.dvp) 4 The DivePlan file is used to save a “lens” for viewing one or more Models. It does not contain any data – only instructions telling NetDiver how to present the data from a Model or Models to the users. It records the set of columns that are displayed in the tabular window, the definitions of any calculated fields, Dynamic Dimensions, Categories, Lookup Tables, and Models. The set of columns, including data, text info, and calculated fields, also determines what elements are available for CrossTabs and Graphs. For more detailed information on any of these terms, refer to the Diver manuals. DI File Types 4-1 NETDIVER File Types Markers (.mrk) When a saved DivePlan is opened, it is loaded into NetDiver along with the corresponding Model(s). If the DivePlan gets moved to another directory or folder, and can no longer find the Model(s), there will be a prompt to set the location of the Model(s) to use. A DivePlan cannot be created and saved in NetDiver – it can only be used. DivePlans must be created and saved initially in ProDiver, DI-Diver, or DiveMaster. Markers (.mrk) 4 A Marker file is used to save the steps of a dive. Unlike DivePlans, the specific details of the window are also saved. Size, position, selection, fonts, focus, and orientation (horizontal vs. vertical) are all included in the Marker. Saving a Marker is like saving a bookmark in a web browser: it returns exactly to the point saved. The Marker contains a record summarizing all the actions taken so far in the dive. A Marker, like a DivePlan, does not store any data. If the Model is updated and a previously saved Marker is opened, NetDiver shows the same dive as before, but with updated data from the Model. Markers can be created and saved in NetDiver. See Saving Your Work on page 6-79 for more information. DiveBooks (.dbk) 4 A DiveBook arranges files into groups using titles that are free from the length and naming restrictions that filenames impose. DiveBooks organize DivePlans and Markers into Areas and Topics so that they are easier to find and access. Areas are like folders and Topics, which are contained in Areas, are like files. To open a DiveBook, select it from the Open File dialog box, or use the DiveBook button to display the default assigned by the DiveLine Administrator. This will display the DiveBook Select dialog box (shown below), which lists the Areas and Topics contained in the DiveBook. 4-2 DI File Types NETDIVER Tunnel Files (.tnl) File Types Click an Area title to change the displayed Topics. To open a Topic, select a Topic name and click OK. Only one DiveBook can be opened at a time. DiveBooks, like DivePlans and Markers, do not store data. When these files are opened, all underlying Models are automatically opened as well. You can save changes to a DiveBook in NetDiver. See Saving Your Work on page 6-79 for more information. Tunnel Files (.tnl) 4 Tunnel functionality allows the user to request data directly from a source for immediate display in NetDiver. A Tunnel file holds a script for an output object written in the DI Object Language. The Tunnel script can access data contained in flat files, Models, or an SQL database, and then use other Integrator objects to process the data. Real-time data can be filtered based on user selections. The Tunnel script describes what data should be returned, and what columns should be Dimensions, Summaries, and/or Info Fields (see Models and Data Types on page 4-4). A Tunnel script is saved with a .tnl file extension. When opened in NetDiver, this file sends a request to DiveLine to open and run the Tunnel script. DiveLine returns the data back to NetDiver. A Tunnel file can be used in the same way as a Model file, for example, in Markers and DivePlans. DI File Types 4-3 NETDIVER Models and Data Types Models and Data Types Dimension 4 At the core of the DI product family is the multi-dimensional Model. The Model is built using DI’s patented cross-indexing technology that allows large amounts of data to be summarized, indexed, and transformed into a “free-form”, multi-dimensional data structure that allows fast access from NetDiver and other DI products. The Model’s flexible structure and architecture allow it to scale and evolve as the data is explored and understood. There are three data types contained in a Model: • Dimension – the dive field • Summary – the numeric data • Info Field – additional data related to a Dimension value Dimension 4 Any field categorized as a Dimension becomes one of the dive options in the Console window of NetDiver. In the Dive Window, each value of a particular Dimension is a single item: one row in a tabular, one bar in a graph, one point in a line or scatter plot, one wedge in a pie, etc. Each Dimension represents a different method of organizing and looking at the data. Examples of types of data that might be qualified as Dimensions are: Name, Company, Part Number, Salesperson, Product Group, Month, Hospital, Attending Physician, Diagnosis Group, and ER Procedure. Summary 4 Summary fields are numerical. Mathematical calculations can be done on these fields. Some types of information that might be qualified as Summaries are: Cost, Quantity Sold, Revenue, Cases Shipped, Surgical Days, Discharges, and ER Visits. Info Fields 4 Fields containing extra information related to a Dimension are defined as Info Fields. For example, in a Model containing sales information, a branch manager’s name could be an Info Field that is attached to the Branch Name Dimension. In a Model containing hospital information, the ethnic origin could be an Info Field attached to the Patient Dimension. Descriptions or codes are typical types of Info Fields. 4-4 DI File Types Chapter 5 Display Types 5 NetDiver has three types of displays: Tabular, Graphic, and Report. Each of these display types has multiple formats that can be used to view the data. Tabular Displays 5 There are five tabular formats that can be opened or created in NetDiver: • Tabular • MultiTab • CrossTab • MultiCrossTab • MultiTab-MultiCrossTab The chart below summarizes the available tabular formats. Table 1: Tabular Displays Available in NetDiver Number of Dimensions Number of Summaries Tabular 1 Multiple Default display – the first dive is always a Tabular. MultiTab 32 Multiple Up to 32 Dimensions and as many Summaries as needed. CrossTab 2 1 1 Dimension across the top, 1 Dimension down the left side. Only 1 Summary value may be included. MultiCrossTab 2 Multiple 1 Dimension across the top, 1 Dimension down the left side. Multiple Summaries may be included horizontally. MultiTab -MultiCrossTab 32 Multiple The MultiTab must be created first, and then the MultiCrossTab is applied to the MultiTabular display. Tabular Type Display Types Description 5-1 NETDIVER Tabular Displays Tabular Tabular 5 This is the default window displayed when performing an initial dive. It has the familiar look and feel of a row-and-column layout in a spreadsheet. The tabular below is from a dive on Salesperson. 5-2 Display Types NETDIVER MultiTab MultiTab Tabular Displays 5 This display allows for viewing up to 32 Dimensions at a time, with all data elements and combinations visible. After the initial dive on any Dimension, a MultiTab view can be created by clicking the MultiTab button in the Toolbar. Dimensions are then added from the Console window to the Tabular display. A MultiTab does not dive deeper. It is excellent for setting up reports. This should be the last dive before switching to a report. For more information, see MultiTab on page 6-42. Below is a Salesperson dive multitabbed with the Product Name Dimension. Display Types 5-3 NETDIVER Tabular Displays CrossTab CrossTab 5 This display allows for combining two Dimensions in one table. One is vertical, with its values as rows, and the other horizontal, with its values as columns. For example, below is a CrossTab display that shows Revenue Total subdivided by Salesperson across Date (YearMo). The trade-off with the CrossTab display is that the view is limited to only one data element (Summary) at a time (Revenue Total, in this example). For more information, see CrossTab on page 6-45. 5-4 Display Types NETDIVER MultiCrossTab MultiCrossTab Tabular Displays 5 This display allows for combining two Dimensions, one vertical and one horizontal. Multiple Summary values can be displayed horizontally. The example below shows Cost Total and Revenue Total Summaries by Salesperson, for each Product Family. For more information, see MultiCrossTab on page 6-49. Display Types 5-5 NETDIVER Tabular Displays MultiTab-MultiCrossTab MultiTab-MultiCrossTab 5 This display is a combination of a MultiTab and a MultiCrossTab. After the initial dive, the MultiTab needs to be created first, so the desired Dimensions can be selected for the Tabular display. Then the MultiCrossTab is applied, facilitating the selection of multiple Summaries, to be shown horizontally for another Dimension. The sample below shows the results of diving on Salesperson, MultiTabbing Product Family, then MultiCcrossTabbing the Cost Total and Revenue Total Summaries across the YearMo. See MultiTab-MultiCrossTab on page 6-52. 5-6 Display Types NETDIVER MultiTab-MultiCrossTab Graphic Displays Graphic Displays 5 Markers created with graphic displays can be opened in NetDiver. The only exception is a Marker containing a Map. Calendar, Control Chart, and Radar Graph Markers can be opened, but the display is locked and graphic tools are unavailable. For these three display types, the initial display must be switched to a Tabular before diving is enabled. There are five types of graphic displays that can be created in NetDiver: • Basic Plots • Cross Plots • Stack Plots • Pie Plots • Scatter Plots The features of each are summarized below. Table 2: Graphical Displays Available in NetDiver Graphic Type Number of Dimensions Number of Summaries Basic Plot 1 Up to 8 Cross Plot 2 1 Limited to 4 values of the Dimension inside the plot. Stack Plot 2 1 The stacked Dimension should have a small number of values. Pie Plot 1 1 Dimension should have a limited number of values since only 15 will display. Scatter Plot 1 2 Use to show relationship between two Summaries on a selected Dimension. Display Types Comments Use Flip Axes if the Dimension has a large number of values. 5-7 NETDIVER Graphic Displays Basic Plots Basic Plots 5 Basic Plots include Bar, Line, and Point. The Bar and Line graphs can be either 2-D or 3-D. You can have up to eight Dimensions displayed, with one of six display types, which include Summary options (i.e. Bar-Sum, Line-Sum, and Point-Sum). For more information, see Basic Plots on page 6-68. Below is an example of a Bar Plot for Revenue Total and Cost Total Dimensions for three Product Family values. 5-8 Display Types NETDIVER Cross Plots Cross Plots Graphic Displays 5 The Cross Plot is the graphical equivalent of the CrossTab. You can plot up to eight values of a given Dimension for one Summary against all values of another Dimension. For more information, see Cross Plots on page 6-70. Below is an example of a 3-D Line Plot of Revenue Total across Date (YearMo) for two Product Family values. Display Types 5-9 NETDIVER Graphic Displays Stack Plots Stack Plots 5 There are two types of Stack Plots: Bar and 3-D Bar. The Stack Plot is used to demonstrate a specific portion of a particular value. Like a Bar Plot, Stack Plots display a series of plotted points on a quantitative axis. They display only one element (Summary) at a time, and may be horizontal or vertical. For more information, see Stack Plots on page 6-73. Below is an example of a 3-D Stack Plot of Revenue Total by Sales Region for three Product Family values. 5-10 Display Types NETDIVER Pie Plots Pie Plots Graphic Displays 5 A Pie Plot is used to demonstrate the division of one Summary among the values of a Dimension. It is usually reserved for a relatively small number of Dimension values (pie wedge), in order to show portions of a total (for example,, 75%). For more information, see Pie Plots on page 6-75. Below is an example of a 3-D Pie Plot showing Revenue Total by Sales Region. Display Types 5-11 NETDIVER Graphic Displays Scatter Plots Scatter Plots 5 A Scatter Plot is used to show the relationship between two Summary fields for a selected Dimension. The data points are superimposed on horizontal and/or vertical reference lines. It is an excellent way to view hundreds and even thousands of rows of data in a single window. For more information, see Scatter Plots on page 6-77. Below is an example of a Point and Line plot of Revenue Total and Cost Total for the Salesperson Dimension. 5-12 Display Types NETDIVER Scatter Plots Report Displays Report Displays 5 Any Tabular or Graphic display can be converted to a Report display. The default Report is a Tabular display without grid lines. After selecting and organizing the data as desired, click the Report button from the Toolbar. The Default Report dialog box is displayed where attributes for the report can be specified. Clicking the OK button changes the display in the Dive Window to a Report. A Report is another view of the data, and can be used for diving by selecting a Dimension value in the Report area, just like in a Tabular view. Two sample Reports are shown below. The first is a simple Tabular and the second is a CrossTab. For more information, see Reports on page 6-55. Display Types 5-13 NETDIVER Chapter 6 Working in NetDiver 6 NetDiver has been launched. A Marker has been opened to a Report or Graphic display. Or perhaps a Model was opened, a Dimension selected in the Console, and the data shown in a Tabular display. What next? Diving can continue. The data can be filtered, focused, grouped, or sorted, further refining the data set until your needs are met. The presentation can be switched to a Report or Graph, and the resulting view can be saved for future use. This chapter provides more information on diving and manipulating data, generating reports and graphic displays, and options for saving your work and capturing the data. Diving 6 In NetDiver, as in other DI clients, diving is the process of filtering data in order to create a parent-child relationship. As the dive goes deeper into the data, the view details a smaller range of information. Each dive filters out unnecessary data, allowing focused analysis of the results. The starting point for an initial dive is a DI data Model. When a Model is opened, the Console is displayed on the right side of the NetDiver window. Working in NetDiver 6-1 NETDIVER Diving Next to each Dimension is a DimCount. These numbers indicate the volume of data in the Model. For example, the Model demo_drs.mdl, shown above, has 373 Customers, 60 Salespersons, and 2,296 Order Numbers. The first click on one of the Dimensions in the Console performs the initial dive. The data is displayed in a Tabular format in the Dive Window. For example, clicking on the Dimension Salesperson in the sample Console will display the following Dive Window. 6-2 Working in NetDiver NETDIVER Diving Dive Window Console Notice that before the Dimension was clicked (see the screen capture on the previous page), there were arrows pointing downwards in the Console. When a Dimension is selected and the data is displayed in the Dive Window, the Console’s appearance changes (see above). This is because the Console is unavailable for diving until another value is selected. To select a value, click on a row in the leftmost Dimension column of the Dive Window. To continue the example with the initial dive on Salesperson, and to select a single Salesperson value for further diving, click on the Dimension value (for example, “Baker”) in the Salesperson column. To see the DimCounts for Salesperson “Baker”, double-click. Working in NetDiver 6-3 NETDIVER Diving The Dive Window shows that the value “Baker” is selected by highlighting it. Another click on “Baker” will update the Console to display the records and count of records that are particular to “Baker”. Click on one of the Dimensions in the Console to dive further into Baker’s data. For example, a click on the Dimension Product Family will display the following screen. 6-4 Working in NetDiver NETDIVER Diving The Dive Window displays the Product Families that “Baker” has sold. To dive down again, select a value from the Dive Window. After selecting a value in the Dive Window, select a Dimension in the Console to dive on. Repeat this process of diving from the Console and Dive Window until the desired results are reached. Keep refining the data by continuing to dive down into it. Keep in mind that closing a Dive Window (using the X in the upper right-hand corner) undoes the last dive step. Working in NetDiver 6-5 NETDIVER Diving QuickViews QuickViews 6 QuickViews are an easy way to access several Dimension values at once. They redefine the way information is accessed. They allow users to see exactly where they are, as well as where they might want to go, within the data. QuickViews are only available if an existing Marker has been generated and saved with them. There are two types of QuickViews in NetDiver: • Pulldown QuickViews • Picklist QuickViews Pulldown QuickViews 6 A Pulldown QuickView works like a pulldown menu to select a desired Dimension’s value or group. The screen capture below shows a Pulldown QuickView above the Dive Window. Click here to see values 6-6 Working in NetDiver NETDIVER QuickViews Diving The example in the previous figure starts with a Marker that displays a Tabular for Salesperson. The Pulldown QuickView allows selection of a particular Customer value from the list of 408 values. For example, selecting “512 -- Marigold Foods” and clicking the Go button (if present), cascades the Salesperson Tabular to show only the Salespeople for the Customer Marigold Foods. Pulldown QuickView The Pulldown QuickView facilitates a dive on the data without having to open additional windows or using the Console. Working in NetDiver 6-7 NETDIVER Diving QuickViews Picklist QuickViews 6 The Picklist QuickView allows the selection of single or multiple Dimension values from a list similar to a Dive Window. The Picklist window contains a list of available Dimension values. Picklist QuickView Dive Window The example in the figure above shows a Picklist QuickView for Customer on the left side. The Picklist area cannot be moved or resized. It can be used to select a particular Customer by clicking on the name in the Picklist. Multiple items can also be selected. To select contiguous values, hold down the Shift key and click the desired values. If the desired values are scattered in the Picklist, select them by holding down the Ctrl key while clicking on them. Once the selection or selections are made, click Go to dive on those items. This causes the associated Dive Window to cascade. If the Go button is not present, contact the originator of the current Marker (i.e. a Go button allows you to select multiple values from the Picklist). 6-8 Working in NetDiver NETDIVER QuickViews Manipulating Data Manipulating Data 6 Diving is the process of filtering data to create parent-child relationships from one Dive Window to the next. This usually involves manipulating the data in order to view a specific subset. NetDiver has several functions which can be used in conjunction with one another to refine the selected data set, as well as the data display. The table below provides a summary description; more detailed information follows. Table 3: Data Manipulation Functions Function Description Select A selection of rows or columns using the mouse to click and highlight. Focus A way to look at a subset of data, or create a print selection. Group A means to treat multiple Dimension values as a single unit for further diving. Sort A reordering of the selected column in ascending or descending order. Find A search of a selected column for specific text, numbers, or dates. Select Columns A way control which columns are displayed; to create new columns or change existing columns. Cascade A way to re-perform the same series of dive steps with different selections. See Cascading on page 3-12. Tabular A row-and-column presentation of the data with multiple options for organizing the displayed data. Report A stylized presentation of data with options for summaries, titles, totals, subtotals, and page headings and footings. Graph A method of plotting points on a Bar, Line, Point, Scatter, or Pie Chart. Working in NetDiver 6-9 NETDIVER Manipulating Data Select Select 6 Basic selection is done with a single mouse click to highlight the chosen label or cell. The single click, in addition to selecting, also updates the Console with detail for any Info Fields; a double click updates the DimCounts. Multiple rows and/or columns can be selected as well. If they are contiguous, click in the first cell, hold down the Shift key, and click in the last cell to highlight the range. 6-10 Working in NetDiver NETDIVER Select Manipulating Data To select multiple rows or columns that are not contiguous, hold down the Ctrl key while clicking on the desired values. Ctrl-clicking is also used to deselect values Double-clicking on a column header will bring up the Select Columns dialog box. Click the Edit Columns button in the bottom-left corner to add new columns, modify existing columns, or delete columns for the current display. Working in NetDiver 6-11 NETDIVER Manipulating Data Focus Focus 6 Focus is a way of narrowing the view of the data. It provides a subtotal for the data columns of the selected rows. For example, in order to look at only Salespeople who have Revenue greater than $300,000, start by diving on Salesperson to display all Salespeople. By sorting the Revenue column from highest to lowest, selecting those Salespeople whose Revenue is greater than $300,000 becomes simple. To sort: 1. Click the Revenue heading 2. Click the Sort Down button 6-12 Working in NetDiver NETDIVER Focus Manipulating Data 3. Highlight the Salespeople to focus on. 4. Click the Focus button to display the following screen. The display shows only the focused items and Subtotals. If this view is saved in a Marker, it saves the Focus on the selected names. 5. Click the Focus button again to stop the Focus and return to the previous display with Totals. Working in NetDiver 6-13 NETDIVER Manipulating Data Focus Focus is used in different ways with various display types. Follow these guidelines: • Tabular – Select the row(s) of interest. Click Focus. The focused window displays Subtotals as opposed to Totals, because the Summary row at the top of the table is no longer totaling an entire Dimension. The subtotals are computed only from the items in focus. • Plot – Select the bar(s) or point(s) of interest and choose Focus. This displays the plot with only the desired values of the Dimension. Works analogously to the Tabular windows. • Scatter – Changes the chart to make the unselected points invisible. To make the selected points more visible, it may be necessary to rescale the chart. Focus can be used on selected columns as well as rows. When a Focus is part of the dive path, then no rows or columns can be added. 6-14 Working in NetDiver NETDIVER Group Group Manipulating Data 6 Use Group to treat multiple Dimension values as a single unit. The Group function allows diving on not just a single Dimension value, but the group as a whole. Grouping changes the first row label, at the top of the left column, from Totals to Group. Consider for example, the Salesperson display below. Working in NetDiver 6-15 NETDIVER Manipulating Data Group To create a subset of the Salesperson Dimension: 1. Select a group by highlighting multiple names using the Ctrl or Shift keys (for non-contiguous and contiguous values, respectively). 2. Click the Group button changes to Group. 6-16 and note that the Totals row (in the Salesperson column) Working in NetDiver NETDIVER Sort Manipulating Data 3. Click the label Group to select the Group as a whole and enable a dive on the entire Group of Dimension values (10 different names in this example). This updates the Console for the whole Group as though it were a single Dimension value. Only one Group per Dive Window can exist. 4. Click the Group button to begin the ungrouping action by converting the existing Group into a selected Focus. The Group label changes to Subtotals and the Focus button becomes available. A new Group can now be created with another set of selected values, or Focus can be used to undo the Group action in the display and return to all Dimension values. Sort 6 The Sort buttons reorder the selected Dive Window by the ascending (0-9, A-Z, followed by a-z) or descending (9-0, Z-A, followed by z-a) order of the selected column. If no column is selected, the leftmost Dimension column is used. Quickly find the highest and lowest values in the data set by using the Sort Up buttons. The Totals row remains unchanged. Find or Sort Down 6 Find searches a column in a Dive Window for specific text, numbers, dates, or periods. These can be: • Dimension values • Summary data • Info Field values. Any selection of a column is done by highlighting the label of that column. In a Tabular, CrossTab, or MultiTab window, Find locates one or more rows within a single column. If exactly one column is selected, Find searches that column. If no columns are selected, Find searches the leftmost column (the row labels). If more than one column label is selected, Find is not available. In a Graph, Scatter Plot, or Pie Chart, Find locates one or more graphical elements by the names of the Dimension Values. The found items can be points, bars, pie wedges, or a combination of points and bars. To find items by values, switch back to a Tabular display. Working in NetDiver 6-17 NETDIVER Manipulating Data Find Using Find, then saving a Marker, is the preferred method to update the selected records when the Marker is recalled. When the saved Marker is reopened, the steps of the Find are applied to the updated data values in the Model. There are specific dialogs for each search type: • Find String • Find Numbers • Find Date Range. Each of these is discussed below. 6-18 Working in NetDiver NETDIVER Find Manipulating Data Find String 6 1. From any open Dive Window, select a column containing text. 2. Click the Find button to display the Find String dialog. The title at the top of the dialog box always contains Find String in, followed by the name of the Dimension or column. There are five sections in the dialog box. • Find: The default Find String dialog box has the entry text box at the top of the dialog box enabled, along with Find by Expression selected. When searching for an Expression, enter the text string to be found in the empty Find box and click Find All to highlight all occurrences, or click Find Next to locate the first match in the tabular. • Action on Find Check boxes are used to specify additional Actions on Find: — Focus - Selects the row desired and automatically hides the other rows from view. The Focus button acts as a toggle, turning the function off and on. To show the other rows, simply click Focus. Whenever Focus is in effect, the first row in the Tabular window changes from Totals to Subtotals. — Focus and Group - Functions just like Action on Find: Focus, with the addition that the selected rows are also automatically grouped. Once they are grouped, the first row contains the word Group. If one selects Group and dives on another Dimension, the resulting window contains all the data for all the rows in the previous window. Working in NetDiver 6-19 NETDIVER Manipulating Data Find — Focus and Group with Others - Functions just like Action on Find: Focus and Group, with the addition of a row called Others that includes the total for the remaining values not in the Focus group. • Find by Radio buttons are used to indicate the following Find by options: — Expression - Allows the user to find by the string entered in the Find text box. Use the smallest possible string to find the data. This radio button is selected by default. — Non-Empty - Allows the user to find only columns that contain a value. — First N Items - Allows the user to find the first "N" number of items in the column, based on the current sort. — Last N Items - Allows the user to find the last "N" number of items in the column, based on the current sort. • Match Options Check boxes are used to indicate the match options used when searching for an Expression: — Match case - Finds only values matching the letter case (upper case or lower case) specified in the Find string. — Match exactly - Finds only the rows which exactly match the Find criteria entered. Match exactly is case-sensitive. — Match beginning - Finds all rows that match the beginning of the specified Find criteria. — Find Others - Displays only the values that DO NOT match the Find criteria. • Buttons — Find All - Executes the specified Find and highlight or focus as appropriate. — Find Next - Executes the unfocused Find and highlight as appropriate. — Cancel - Exits without performing the Find. 6-20 Working in NetDiver NETDIVER Find Manipulating Data Find Numbers 6 1. From any open Dive Window, select a column containing numbers. 2. Click the Find button to display the Find Numbers dialog box. There are three logic options (None, And, Or) and five operator options (>=, >, =, <, <=) that allow for a wide range of numeric Find possibilities. 3. Enter numbers into the Find boxes as needed. The title at the top of the dialog box always contains Find Numbers in, followed by the name of the column. There are five sections to the dialog. • Find: — The first pulldown allows selection of a logical operator: None, And, or Or. The latter two can be used if two numbers are entered. — The middle pulldowns facilitate selection of numeric operators: Greater or Equal (>=), Greater (>), Equal (=), Less Than (<), or Less or Equal (<=). — Two entry boxes allow for one or two numbers to be specified. Working in NetDiver 6-21 NETDIVER Manipulating Data Find For example, to find numbers greater than 10,000 and less than 50,000, the Find entries would be: • Action on Find Check boxes are used to indicate the Action on Find as indicated below: — Focus - Selects the row desired and automatically hides the other rows from view. The Focus button acts as a toggle turning the function off and on. To show the other rows, simply click Focus. Whenever Focus is in effect, the first row in the tabular window changes from Totals to Subtotals. — Focus and Group - Functions just like Action on Find: Focus, with the addition that the selected rows are also automatically grouped. Once they are grouped, the first row contains the word Group. If one selects Group and dives on another Dimension, the resulting window contains all the data for all the rows in the previous window. — Focus and Group with Others - Functions just like Action on Find: Focus and Group, with the addition of a row called Others that includes the total for the remaining values not in the Focus group. • Find by Radio buttons are used to indicate the Find by options as follows: — Expression - Allows the user to Find by using the logical and numeric operators (from the pulldowns) and numbers (entered in the two blank boxes). — Non-Empty - Allows the user to find only columns that contain a value. (“0” is considered a value). — First N Items - Allows the user to find the first "N" number of items in the column, based on the current sort. — Last N Items - Allows the user to find the last "N" number of items in the column, based on the current sort. — First N % - Allows the user to find the rows that, when added together, meet the uppermost “N” percent of the total value of the selected column, based on the current sort. — Last N % - Allows the user to find the rows that, when added together, meet the lowermost “N” percent of the total value of the selected column, based on the current sort. 6-22 Working in NetDiver NETDIVER Find Manipulating Data • Find Others — Find Others - Works in conjunction with the check boxes, and does the exact opposite of what the check boxes suggest. That is, the specified Find action is performed, but the tabular displays only the values that DO NOT match the Find action. • Buttons — Find All - Executes the specified Find and highlight or focus as appropriate. — Find Next - Executes the unfocused Find and highlight as appropriate. — Cancel - Exits without performing the Find. Working in NetDiver 6-23 NETDIVER Manipulating Data Find Find Date Range 6 1. From any open Dive Window, select a column that has been defined as a date field. 2. Click the Find button to display the Find Date Range dialog box. If the selected column is not defined as a date, either the Find String or Find Numbers dialog box will display instead. Consult with your Model designer. The title at the top of the dialog box always contains Find Date Range in, followed by the name of the column. There are five areas in this dialog box. • Find: There are fourFind options at the top of the dialog box, which can be used in any combination: — Find a range of dates by entering the desired range in the From and To boxes. Be sure to enter the date in the same format as it appears in the dive column. — Find Today only by checking both "Today" check boxes. The current date is defined by the local computer date. — Find Today with a date Offset as specified by entering a number in the text box. The offset is used to specify a date "N" number of days away from the current date, as defined by the local computer. A positive offset number means a future date, while a negative offset number means a past date. 6-24 Working in NetDiver NETDIVER Find Manipulating Data • Action on Find The Action on Find is selected by check boxes: — Focus - Selects the row desired, and automatically hides the other rows from view. The Focus button acts as a toggle, turning the function off and on. To show the other rows, simply click Focus. Whenever Focus is in effect, the first row in the tabular window changes from Totals to Subtotals. — Focus and Group - Functions just like Action on Find: Focus, with the addition that the selected rows are also automatically grouped. Once they are grouped, the first row contains the word Group. If one selects Group and dives on another Dimension, the resulting window contains all the data for all the rows in the previous window. — Focus and Group with Others - Functions just like Action on Find: Focus and Group, with the addition of a row called Others that includes the total for the remaining values not in the Focus group. • Find by The Find by options are selected by radio buttons: — Expression - Allows the user to Find by the dates entered in the Find From/To boxes. — Non-Empty - Allows the user to find only columns that contain a value. — First N Items - Allows the user to find the first "N" number of items in the column, based on the current sort. — Last N Items - Allows the user to find the last "N" number of items in the column, based on the current sort. • Find Others — Find Others - Works in conjunction with the check boxes, and does the exact opposite of what they suggest; that is, the specified Find action is performed, but the Tabular displays only the values that DO NOT match the Find action. • Buttons — Find All - Executes the specified Find and highlight or focus as appropriate. — Find Next - Executes the unfocused Find and highlight as appropriate. — Cancel - Exits without performing the Find. Working in NetDiver 6-25 NETDIVER Manipulating Data Find Find Before Dive 6 As in Diver, this option allows the user to open a Find window and specify Find criteria before a dive is performed, making for more efficient diving in large Models. To do so: 1. Select the Find icon next to the desired Dimensions in the Console to open the Find dialog. 6-26 Working in NetDiver NETDIVER Find Manipulating Data 2. Enter the Find criteria and click Find All to view the resulting dive . This feature is especially useful when diving on Dimensions with several thousands of values as it allows the user to narrow their search before the dive, saving valuable time in data display. It also allows for saved Markers that use the functionality to be reopened quickly. The options in Find Before Dive... are a subset of the Find Functionality. Working in NetDiver 6-27 NETDIVER Manipulating Data Select Columns Select Columns 6 You can control which Summary columns display in the Dive Window. To access the Select Columns dialog box, double-click in the header row of a Tabular Dive Window. A sample dialog box and each of it’s areas is shown and described below: • Available and Selected — Available area - Lists all columns that are available for display in a Dive Window. — Selected area - Lists all columns that are currently being displayed in the Dive Window. Click on a column to select it, then use the >> and << buttons to move columns between the two areas. • Up and Down — Up and Down buttons - Allow you to reorder columns in the Tabular display. The top-to-bottom order in the list corresponds to a left-to-right order in the Dive Window. Click a column to select it, then click on Up or Down to change the display order for the Dive Window. 6-28 Working in NetDiver NETDIVER Select Columns • Manipulating Data Edit Columns The Edit Columns button found in the bottom left of the Select Columns dialog box opens the Edit Column dialog box. From this dialog box a new column can be created, or an existing column can be changed. A sample is shown below: — Edit... - Allows you to edit an existing column by clicking on it in the list, then click the Edit... button to open the Edit Column dialog box shown below: Working in NetDiver 6-29 NETDIVER Manipulating Data Select Columns The dialog box reveals that Units Total is a Model Total column. As an example, for planning purposes, you decide to multiple it by a factor of 10. This is done in the Definition box: Total[Units]*10. A click on OK saves the change. When next the Units Total column is viewed, it is multiplied by a factor of 10. This column edit can be saved in a Marker. A detailed discussion of the Edit Column dialog box is in Column Attributes on page 6-31. — Add... - Allows you to create a new column by opening the Add Column dialog box shown here: The Add Column dialog box is essentially the same as the Edit Column dialog box. Details are covered in the section Column Attributes on page 6-31. — Copy and Paste - These options allow you to copy a column definition by clicking on a column name to select it, clicking Copy, then clicking Paste. A Copy of <column name> appears in the Edit Columns list. Use the Edit... button to rename and change details as needed. 6-30 Working in NetDiver NETDIVER Column Attributes Manipulating Data Column Attributes 6 Both the Edit Column and Add Column dialog boxes include the following components. • Column Name - Shows the current name of the selected column. Type a new name and click OK to change the label of the column. If a new calculation is being created, enter the new name in this location, otherwise, NetDiver will not allow the calculation to be added. Names should not contain non-alphanumeric characters other than an underscore. That is, avoid [ ] , : + - * / $ “ & < > !. These would affect calculations for new columns using this name. In addition, columns beginning with a numeric value and built as Summaries into a Model cannot be referenced in calculated columns. • Definition — Definition - This text box is used to enter the calculation being defined. Click on columns and symbols in the various areas of the dialog box to add these elements to the Definition text box. Alternatively, you can type directly into the Definition box. — Symbol buttons - Located to the right of the Definition box, these buttons allow you to define addition (+), subtraction (-), multiplication (*), and division (/) in a calculation. Parentheses are also provided to specify the order of operations. Working in NetDiver 6-31 NETDIVER Manipulating Data • Column Attributes Model Columns - Allows you to create a basic column from any Summary built into the Model. To add a column, select the desired available column type: Total, Minimum, Maximum, Average, % Total, or Std. Dev., and select the Summary to be used from the list to the right (in our example Units, Cost, or Revenue). Type a name for the new column into the Column Name text box, then click OK. — Average - Defined as Total[Summary Name]/Count, where Count is the number of records associated with the row value in the Model. If the Model designer requests the SUM Sum Type in Builder, Average will be available. — Maximum - Displays the highest value among all the records associated with the row value. — Minimum - Displays the lowest value among all the records associated with the row value in the Model. — %Total - Dhows the percent of the total represented by each Summary value, and is defined as Total[Summary Name]/parent(Total[Summary Name])*100. — Standard Deviation - A calculations used for Sample Standard Deviation. The formula is shown below. For a set of one value, the Std. Dev. will return a null value. If Std. Dev. was included in the Model build, the special Summary X Squared is also available. It contains the squares of the values in the column and must be manually typed into a calculation definition as x2[Summary Name]. 6-32 Working in NetDiver NETDIVER Column Attributes Manipulating Data Minimum, Maximum, and Std. Dev. are not available unless they were specifically included in the Model build. • Other Columns - lists Info Fields, any Calculations that were previously created, and Counts. To use one of these other columns in the creation of a new column, select it by clicking on it, and it will be added in the Definition text box. — Info Columns - Lists the Info Fields built into the Model. To add an Info Field column to the display, click on it in the Info Columns list. If needed, the column name at the top of the dialog box may be changed before clicking OK. Numeric and Date Info Fields can be used in calculations. — Calcs - Lists previously defined calculations available for use in the new column definition. — Counts - Displays a count of the number of records matching the current row’s Dimension value. For example, in demo_drl.mdl, there are 116,481 records. If a Count column is present, the first dive on any Dimension will always have a total count of 116,481. A dive on Sales Region will show that Boston has the greatest number of records at 35,956. Working in NetDiver 6-33 NETDIVER Manipulating Data Column Attributes The % Count function displays the percentage of the count of the number of records matching the current row’s Dimension value. If a Model had 10 sales records, five of which represented sales that took place in January, the % Count value for January in a Month Dive Window would be 50 (since January accounts for 50% of the represented records). The sum of all the % Count values (shown in the Total cell in the Dive Window) will always be 100.00. • Functions - A scrollable list of functions is presented in the lower left of the Edit/Add Column dialog box. Click on a function name to insert the syntax into the Definition text box. The next section gives syntax and examples for these functions. • OK and Cancel — OK - Accepts all changes and closes the Add/Edit Column dialog box. — Cancel - Closes the Add/Edit Column dialog box without making any changes. Once columns have been created using Add..., the Select Columns dialog box must be re-accessed to add the column to the Tabular window. 6-34 Working in NetDiver NETDIVER Functions Manipulating Data Functions 6 ABS(x) - returns the absolute value of a number. AND(bool_expr1, bool_expr2) - Used with IF. Returns the logical AND of the two boolean expressions. It will return True if both expressions are True. Otherwise, it will return False. For example: if(and(Total[Revenue]>100000000, Total[Revenue]<200000000),1,0) This calculation says that, if the Total[Revenue] is both larger than 100,000,000 and smaller than 200,000,000, the value of the calculation will be 1. Summing this column will give you a count of cases that meet the condition. ARCCOS(x) - Standard trigonometric ArcCosine function. ARCSIN(x) - Standard trigonometric ArcSine function. ARCTAN(x) - Standard trigonometric ArcTangent function. CONCAT(str1, str2,...) - Combines any number of textual arguments, all of which are strings, and combines them into one new column. For example: concat(“ab”, “c”, “ ”, “defg”) will return “abc defg”. An example of the usefulness of this function would be to combine a column containing First Name with the column containing Last Name, in order to create a new column containing Full Name. The syntax used would look like this: concat(Info[First Name], “ ”, Dimension[Last Name] COS(x) - Standard trigonometric Cosine function. Working in NetDiver 6-35 NETDIVER Manipulating Data Functions DATE_VALUE(date, "input_format") - Accepts a date and a string describing the date format (for example, YYYY/MM/DD), and returns the number of days since December 31, 1899. For example, the date 1900/01/01 (January 1, 1900) will give the value 2. To find the number of days between two dates, subtract the date_value of one from the date_value of the other. DATE_VALUE uses the following characters as placeholders to indicate values: y – represents a year digit m – represents a month digit d – represents a day digit For dates after February 1900, this function will return the same serial number returned by Microsoft Excel’s 1900 date system. Note that Microsoft Excel incorrectly treats 1900 as a leap year. EXP(x,y) - Exponential (raise X to the Y power). FORMAT_DATE(date,"output_format") - Accepts an integer which is the number of days since December 31, 1899 and a string describing the desired format, and returns the same date in the specified format. For example: format_date(37000,“mm-dd-yyy”) would return “04-19-2002” Its purpose is the reverse of the DATE_VALUE function above. FORMAT_DATE uses the following characters as placeholders to indicate values: y – represents a year m – represents a month d – represents a day January 01, 1900 returns DATE_VALUE 2 and is the earliest date Diver will display. 6-36 Working in NetDiver NETDIVER Functions Manipulating Data Only Info Fields and strings enclosed in quotes may be used in the DATE_VALUE and FORMAT_DATE functions. FORMAT_TIME( ) - Converts a number of seconds to a time format as specified by a format string (“HH:MM:SS” or “HH:MM”). format_time(5000,“HH:MM:SS”) returns 1:23:20 IF(condition, then expression, else expression) - The condition argument of an IF function is a comparison of expressions using the < (less than), > (greater than), <= (less than or equal to), >= (greater than or equal to), = (equals), and != (does not equal) operators. If any of the expressions is non-numeric, then the comparison will be a case-sensitive string comparison. Otherwise, it will be a numeric comparison. For example: Create a new calculation containing: if(Total[Revenue]>100000,1,0) In this example, the condition is Total Revenue > 100000. If that condition is met, the value in the calculation will be 1. If it is not met, the value in the calculation will be 0. The following is also acceptable: if(Total[Revenue]>100000,“Goal Met”) In this example, the condition is Total Revenue > 100000. If that condition is met, the value in the calculation will display “Goal Met”. An IF calculation can also be nested within another IF calculation, as follows: if(Total[Revenue]=1000,“Threshold Met”, if(Total[Revenue]>=5000,“Goal Exceeded”,“Goal Failed”)) There are two conditions in this example. The first condition says that if Total Revenue equals 1000, then the value in the calculation will be “Threshold Met”. If the first IF condition is not met, then the second condition says that if Total Revenue >= 5000, then the value in the calculation will be “Goal Exceeded” if it is met, or “Goal Failed” if it is not met. Working in NetDiver 6-37 NETDIVER Manipulating Data Functions ISNAN(<field>) - Returns 1 if there is a blank value or character in a field due to a mathematical error; otherwise, it returns 0. A tabular value may be blank for the following reasons: the result of a calculation is undefined due to division by zero, using a function with invalid arguments (like LOG10(-1)), or encountering a blank ELSE clause in an IF() function. If a value is the result of a mathematical error or a blank ELSE clause in a calculation, then the function ISNAN() (which stands for “is not a number”) of that value will return 1; otherwise it will return 0. ISNULL( ) - If a field is blank, ISNULL returns 1; otherwise, it returns 0. A tabular value may be blank if the underlying data does not exist (this can happen only in a CrossTab or in a MultiModel). If a value does not exist in the Model, the function ISNULL() of that column will return 1 for the blank value; otherwise it will return 0. LN(x) - Natural logarithm Base e. LOG10(x) - Log base 10. MILES(lat1, long1, lat2, long2) - Calculates the distance in miles between two points on earth. Latitude and longitude should be specified in decimal degree format. NOT(bool_expr) - Used with IF. Returns the logical NOT of the boolean expression. If bool_expr is True, it returns False. If bool_expr is False, it returns True. For example: if(not(Total[Revenue]=100000000),1,0) This example shows that if Total[Revenue] is not exactly 100,000,000, the value in the calculation will be 0. If Total[Revenue] is exactly 100,000,000, the value will be 1. OR(bool_expr1, bool_expr2) - Used with IF. Returns the logical OR of the two boolean expressions. It will return True if either expression is True. Otherwise it will return False. For example: if(or(Total[Revenue]<100000000,Total[Revenue]>200000000),1,0 ) 6-38 Working in NetDiver NETDIVER Functions Manipulating Data In this example, if Total[Revenue] is either less than 100,000,000 or greater than 200,000,000 (but not in between), the value of the calculation will be 1. PARENT( ) - Returns the Total value from the column row in the parent Dimension. For example, in the image below, Annual Revenue Total repeats the column total for Revenue by Region using the PARENT function. parent(Total[Revenue]) This display allows you to visually compare the Revenue by Region with Annual Revenue Total. PCT_VAR( ) - Expresses the difference between two values as a percentage. The PCT_VAR function is defined as: pct_var(a,b)=((a-b)/ABS(b)*100) SCAN (string, token_number, delimiters) - Parses the string into separate tokens (substrings) based on the set of characters in delimiters, and return the token indicated by token_number, with the first token identified by 1. This function will also accept negative token numbers and interpret them as tokens from the end of the string, for example,: -1 would indicate the last token, -2 would indicate the next-to-last token. If the number is so negative that it identifies a token before the first token, then a null string is returned. If delimiters is omitted, it defaults to spaces. For example: scan(“first, second, third”, 2,“,”) --> second scan(“foo bar”,4) --> (i.e. the null string) scan(“foo|bar/baz”,3,“|/”) --> baz Working in NetDiver 6-39 NETDIVER Manipulating Data Functions SIGN(x) - Returns 1 for positive, -1 for negative, and 0 for zero. SIN(x) - Standard trigonometric Sine function. SQRT(x) - Standard Square Root function. STRING( ) - Allows you to treat a column containing numeric values as if it contained string values. In the following example, Units Total contains numbers. Attempting to concatenate with some text gives an error of “Bad Type”: concat(Units Total, “sometext”) The following example, using the string function, will allow the concatenation: concat(string(Units Total), “sometext”) SUBSTR(string, start_pos, num_chars) - Allows you to separate a portion of a string from the rest of it. It accepts two or three arguments: the string (from the input column), the character in the string to begin with (the first character is 1), and the number of characters to return (this argument is optional). If num_chars is given, up to that number of characters is returned. If it is not included, substring will return all characters in the string beginning with the starting position. substr(“this is a test”,2,5) will return “his i” substr(“this is a test”,3) will return “is is a test”. For example, the SUBSTRING function would be useful if Part Number and Part Description were already concatenated in the input file in a column named Parts. If the part number were the first 4 characters, the function substr(Parts,1,4) would create a new column containing just part numbers. TAN(x) - Standard trigonometric Tangent function. 6-40 Working in NetDiver NETDIVER Functions Manipulating Data TIME_VALUE( ) - Convert a time format in the form of HH:MM:SS to the number of seconds. time_value(“1:23:20”,“H:MM:SS”), returns 5000 TODAY( ) - Returns the system date from the DiveLine server in standard date format, yyyy/mm/dd. TRUNC() - Removes all digits to the right of the decimal point without rounding. For example: TRUNC(Total[Actual Dollars]) where: (Total[Actual Dollars]) = 63.75 returns 63 VALUE() - Allows you to treat a column containing string values as if it contained numeric values. In the following example, suppose Quarter contained just the number of the quarter; however, it was set up in the Model as a string. Attempting to add one to the value in Quarter gives an error of “Bad Type”: Quarter + 1 The following example, using the VALUE function, will allow the addition to be done without error: Value(Quarter)+1 Working in NetDiver 6-41 NETDIVER Display Options Display Options Tabular Displays 6 NetDiver provides three basic types of display: • Tabular • Graphic • Report. Each can be customized and saved for reuse. Tabular Displays 6 MultiTab 6 This display allows you to view up to 32 Dimensions at a time with all data elements and value combinations visible. Dimensions are added from the Console to the current display. After the initial dive, create a MultiTab by clicking the MultiTab button in the Toolbar. Then select one or more Dimensions from the Console window to add to the tabular display. When MultiTab is selected, the arrows in the Console turn from pointing downwards (indicating one can dive further) to pointing to the right (indicating a MultiTab). 6-42 Working in NetDiver NETDIVER Tabular Displays Display Options Arrows pointing downwards vs. Arrows pointing to the right Diving Console MultiTabbing Console The arrows change position to indicate that more data can be added to the current display. In this example: 1. Dive on Salesperson 2. Click MultiTab Working in NetDiver 6-43 NETDIVER Display Options Tabular Displays 3. Select the Dimension Customer (in the Console window). The following Dive Window is displayed: Right-pointing arrows indicate more Dimensions can be added to the Dive Window A MultiTab does not dive further into the data, but adds to what is already selected and displayed. When you click MultiTab and then choose a Dimension, it may take some time for the rows and columns to calculate and display the new screen. A MultiTab format is often used as the last Dive Window before switching to a Report display to get all the necessary fields into the Report. 6-44 Working in NetDiver NETDIVER Tabular Displays Display Options CrossTab 6 This display allows you to combine two Dimensions in one table. One Dimension is vertical, with its values as rows, and the other is horizontal, with its values as columns. The intersection of these two Dimensions is the cell with the Summary value. For example, a CrossTab display that shows Actual Dollars subset by Salesperson and Month is shown below. To display a CrossTab view: 1. Dive on any Dimension (this becomes the vertical Dimension in the CrossTab). 2. Click CrossTab to display the CrossTab Inputs dialog box. Horizontal Dimension – sets the second Dimension of the Cross Tab (its values are displayed as columns). Working in NetDiver 6-45 NETDIVER Display Options Tabular Displays Column – sets the Summary or numerical column whose value is displayed in the cells of the CrossTab. 3. Choose the Horizontal Dimension and the Column using the pulldowns. 4. Click OK to display the CrossTab window. To dive from the CrossTab, select a row so that the dive arrows appear in the Console. Then click on another Dimension. The data is returned in another CrossTab. The example that follows shows the results of selecting Salesperson “Arber” then diving on Company Name. From the resulting CrossTab for Company Name, “Embassy Suites” was selected and another dive was performed on the Product Dimension, returning another CrossTab. Alternatively, a particular cell can be clicked. For example, in the Salesperson dive, clicking in the cell with “4,000” (shown below) highlights the row for “Bailey” and the column “M02 February”. From here, a dive on Company Name in the Console returns a simple Tabular, not a CrossTab. 6-46 Working in NetDiver NETDIVER Tabular Displays Display Options After creating a CrossTab, flipping it presents a different view. For example, a dive on Sales Region, CrossTabbed with Month appears below. If Flip Table or Graph Axes is clicked the monthly horizontal data becomes the vertical, and the vertical Sales Regions appear horizontally. Working in NetDiver , 6-47 NETDIVER Display Options Tabular Displays If one selects a single cell in the Total column, rather than in a Summary column, this is equivalent to selecting the corresponding Dimension value, i.e. the next dive is another CrossTab, not a Tabular. 6-48 Working in NetDiver NETDIVER Tabular Displays Display Options MultiCrossTab 6 This display allows you to combine two Dimensions in one table. One is vertical, with its values as rows, and the other is horizontal, with its values as columns. Multiple Summary values can be displayed horizontally. For example, a MultiCrossTab display that shows Cost Total and Revenue Total, by Date for each Salesperson is shown below. To display a MultiCrossTab: 1. Dive on any Dimension 2. Click the MultiCrossTab button to display the MultiCrossTab Inputs dialog box. Horizontal Dimension – sets the second Dimension of the CrossTab (its values are displayed as columns). Select from the pulldown. Columns – sets the Summary or numerical columns whose value are displayed in the cells of the CrossTab. Select multiple elements using Ctrl-click. Working in NetDiver 6-49 NETDIVER Display Options Tabular Displays 3. Choose the Horizontal Dimension and one or more Columns. 4. Click OK to display the MultiCrossTab window. To dive further: 1. Select a row so that the dive arrows reappear in the Console. 2. Select another Dimension. The data retrieved is presented in another MultiCrossTab. The example that follows shows the results of selecting Salesperson “Braun” then diving on Product Family in the reactivated Console. The results are returned as another MultiCrossTab. 6-50 Working in NetDiver NETDIVER Tabular Displays Display Options Alternatively, a particular cell can be clicked. For example, in the Salesperson dive, clicking in the cell with “11,069.55” (shown below) highlights the row for “Austin” and the column “01/01/2007" Cost Total. From here, a dive on Customer in the Console returns a simple Tabular, not a CrossTab. Working in NetDiver 6-51 NETDIVER Display Options Tabular Displays MultiTab-MultiCrossTab 6 This display is a combination of a MultiTab and a MultiCrossTab. After the initial dive, the MultiTab needs to be created, with the desired Dimensions selected for the tabular display. Then the MultiCrossTab button is clicked, causing the MultiCrossTab Input dialog box to appear. To display a MultiTab-MultiCrossTab view: 1. Dive on any Dimension, for example, Company Name. 2. Click the MultiTab button 3. Select additional Dimensions to add to the Dive Window, for example, Product. 4. Click the MultiCrossTab button to display the MultiCrossTab Inputs dialog box. Horizontal Dimension – sets the second Dimension of the CrossTab (its values are displayed as columns). 6-52 Working in NetDiver NETDIVER Tabular Displays Display Options Columns – sets the Summary or numerical column or columns whose value(s) are displayed in the cells of the MultiCrossTab. 5. Using the pulldown, choose the Horizontal Dimension (for example, Quarter) and one or more Columns (for example, Cost Total, Revenue Total). 6. Click OK to display the MultiTab-MultiCrossTab window. An example appears below. Selecting a row and diving from a MultiTab-MultiCrossTab results in a MultiCrossTab. Working in NetDiver 6-53 NETDIVER Display Options Tabular Displays Unlike CrossTabs and MultiCrossTabs, diving from a cell is not allowed in MultiTab-MultiCrossTabs. 6-54 Working in NetDiver NETDIVER Reports Display Options Reports 6 Any display on the screen, be it Tabular or Graphic, can be easily converted into a Report. The default Report is a tabular display without grid lines. After finding and organizing the data as desired, click the Report button in the Toolbar. A Default Report dialog box is displayed. Several attributes of the default Report can be changed such as the title, the placement of totals, the display of grid lines and dates, and headers and footers. Clicking the OK button changes the display in the Dive Window to a Report. A Report is another view of the data. It is divable by selecting a Dimension value, as with a Tabular view. The following pages highlight the conversion of the various Tabular displays to the Report format. NetDiver has basic Report options, while Diver has additional capabilities. Working in NetDiver 6-55 NETDIVER Display Options Reports Simple Tabular to Report 6 1. Start with a simple dive on Customer, where the Tabular display appears as follows: 6-56 Working in NetDiver NETDIVER Reports 2. Click the Report button Working in NetDiver Display Options to display the Default Report dialog box. 6-57 NETDIVER Display Options Reports 3. Use the default Report Style (Tabular vs. Tabular With Others) and default Summary Stacking, add a report Title to the text box, for example,“Customers”, and click OK to create the Report. The Report Style and Summary Stacking options in a Default Report dialog box will vary as appropriate, depending on the current display options for the data presented in the Dive Window. 6-58 Working in NetDiver NETDIVER Reports Display Options MultiTab to Report 1. Start from a MultiTab display, click the Report button 6 in the Toolbar. 2. Use the default Report Style and Summary Stacking options as needed. 3. Enter a title in the Title text box. 4. Click Top for the Totals and None for the Subtotals. 5. Check the Page Numbers and Date boxes. Working in NetDiver 6-59 NETDIVER Display Options Reports 6. Click OK to display the report. An example is partially shown here: ... 6-60 Working in NetDiver NETDIVER Reports Display Options CrossTab to Report 1. Start from a CrossTab display, click the Report button 6 in the Toolbar. 2. In this dialog box, the default Report Style and Summary Stacking options presented are the only choices. 3. Enter a Title. 4. Click Bottom for the Totals and None for the Subtotals. 5. Check the Page Numbers and Date boxes. Working in NetDiver 6-61 NETDIVER Display Options Reports 6. Click OK to display the report. An example is partially shown below. ... 6-62 Working in NetDiver NETDIVER Reports Display Options MultiCrossTab to Report 1. Start with a MultiCrossTab display, click the Report button 6 in the Toolbar. 2. Use the default Report Style. 3. Select MCT Stacked for the Summary Stacking. 4. Specify a Title. 5. Check Gridlines. Working in NetDiver 6-63 NETDIVER Display Options Reports 6. Click OK to display the report. The results are as follows. 6-64 Working in NetDiver NETDIVER Reports Display Options MultiTab-MultiCrossTab to Report 1. Use a MultiTab, then MultiCrossTab the Tabular, and click the Report button 6 . 2. Use the default Report Style. 3. Select MCT Stacked for the Summary Stacking 4. Specify a Title 5. Check Fit to Page. Working in NetDiver 6-65 NETDIVER Display Options Reports 6. Click OK to generate a Report from the Tabular data. An example follows. 6-66 Working in NetDiver NETDIVER Graphic Displays Display Options Graphic Displays 6 Graphic formats can be useful for quick visualization of the data. Bar charts and line plots are best for communicating trends and generalities. Scatter formats are usually best for the analyst who has time to study the data and wants to locate exceptions in large data sets. Pie charts are good for small data sets or comparisons within a set. Each is described in more detail on the following pages. Bar, Line, and Point Graphs all display a series of plotted points. A Bar Graph contains a bar plotted on an axis, showing the magnitude of that particular value. A Line Graph connects the points with a series of line segments. A Point Graph shows the data points plotted in the X and Y axes. All three types of graphs can be horizontal or vertical. To change a graph to horizontal, use the Flip Table or Graph Axes button in the Toolbar. The Bar and Line Graphs can be either 2-D or 3-D. There can be up to 16 columns displayed. Bar, line, and point representations of data can be combined in the same graph. To select one of these plots, click Switch the View to a Graph button display the following dialog box. Working in NetDiver in the Toolbar to 6-67 NETDIVER Display Options Graphic Displays Basic Plots 6 1. Click on Basic Plots in the Step 1 - Select Graph Type dialog box. 2. Choose a Type. 3. Click Next to display the Set Data Attributes dialog shown here: 4. Click on a Column Name to display a Summary column to graph. A maximum of 16 columns can be selected for display in the graph. 5. Select the Plot Type as shown in the pulldown menu for one of the six basic plot styles. The Y-Axis scale can be displayed on the right or left. 6-68 Working in NetDiver NETDIVER Graphic Displays Display Options 6. Click OK to display the plot. A basic bar plot is shown below. Working in NetDiver 6-69 NETDIVER Display Options Graphic Displays Cross Plots 6 The Cross Plot is the graphical equivalent of the CrossTab, showing the intersection of two Dimensions with one column. Each individual bar, line, or point represents a Dimension value of the initial dive. The CrossPlot allows plotting of up to 16 values of a given Dimension for one Summary, against all values of another Dimension. To create a CrossPlot, dive on the Dimension to be plotted. 1. Select the Cross Plots category and a Type in the Step 1 - Select Graph Type dialog box 6-70 Working in NetDiver NETDIVER Graphic Displays Display Options 2. Click Next to display the Step 2 - Set Data Attributes dialog box shown below.. 3. Select the Row Name and Type using the pulldowns. 4. Select the Cross Dimension and the Data Column. 5. Check 3D Relief, if desired. Working in NetDiver 6-71 NETDIVER Display Options Graphic Displays 6. Click Finish to display the Cross Plot. A sample Cross Plot with Line as the type is shown below, followed by the same graph using Bar as the type. 6-72 Working in NetDiver NETDIVER Graphic Displays Display Options Stack Plots 6 There are two types of Stack Plots: Bar and 3-D Bar. The Stack Plot is used to demonstrate a specific portion of a particular value. It shows the relative portions that make up the whole of a particular value within a bar. Like Bar Plots, Stack Plots display a series of plotted points on a quantitative axis. They display only one Summary (Data Column) at a time, and may be horizontal or vertical. 1. Choose Stack Plot from the Step 1 - Select Graph Type dialog box. 2. Click Next to display the Step 2 - Set Data Attributes dialog box shown here: 3. Select the Cross Dimension and Data Column. 4. Click 3D Relief if desired Working in NetDiver 6-73 NETDIVER Display Options Graphic Displays 5. Click Finish to display the Stack Plot. A sample is shown below. 6-74 Working in NetDiver NETDIVER Graphic Displays Pie Plots Display Options 6 A Pie Plot is used to demonstrate the division of one Summary among the values of a Dimension. It is usually reserved for a relatively small number of Dimension values (pie wedges) and to represent a portion of the total (for example, 75%). The legend contains the pie wedge description and percentage. A wedge is selected by clicking on it. The selected wedge separates from the rest of the pie. To deselect the wedge, click anywhere in the background of the plot window. In the Pie Plot, there is a limit of 15 wedges. All values beyond a 14th wedge are lumped together into an Other wedge. To generate a Pie Plot: 1. Select Pie Plot in the Step 1 - Select Graph Type dialog box 2. Choose a Type, and click Next. to display the Step 2 - Set Data Attributes dialog box shown here: 3. Select a Summary from the Column: pulldown. Working in NetDiver 6-75 NETDIVER Display Options Graphic Displays 4. Click Finish to display the plot. If you want an ordered legend, be sure to sort the data before creating the Pie Plot. 6-76 Working in NetDiver NETDIVER Graphic Displays Scatter Plots Display Options 6 When the value of an individual number relative to another number is important, Scatter Plots are useful. Use a Scatter Plot to show the relationship between two Summaries for a selected Dimension. The data points are placed on horizontal and vertical axes. Thousands of rows of data can be viewed in a single window. A row is represented by a single point in the Scatter Plot. Diving from a Scatter chart is nearly identical to diving from a Tabular window, and it produces a new Dive window in the same format. Click on a point in the Scatter Plot to select that value. To create a Scatter Plot: 1. Select Scatter Plots from the Step 1 - Select Graph Type dialog box. 2. Choose a Type, and click Next to display the Step 2 - Set Data Attributes dialog box. 3. Set the X (horizontal) and Y (vertical) Axis Columns from the pulldown lists. If Bubble was selected as the Plot Type, a Z-Axis is also required. Working in NetDiver 6-77 NETDIVER Display Options Graphic Displays 4. Click Finish to display the plot. 6-78 Working in NetDiver NETDIVER Markers and DiveBooks Saving Your Work Saving Your Work 6 There are multiple ways of saving your work. A dive can be saved: • As a Marker or as a Topic in a DiveBook • Exported to Microsoft Excel • Opened in Adobe Reader • Copied and pasted into other applications. Due to NetDiver’s use of DiveLine for security, you may not be permitted to save Markers. If you are unable to save, contact your DiveLine Administrator for permission. Markers and DiveBooks 6 A Marker is used like a bookmark. It holds the current place in a dive, including size, position, selection, fonts, focus and orientation (portrait vs. landscape). The Marker contains a record summarizing all the actions taken so far. It does not save the data. If the Model the dive is based on is updated, and a previously saved Marker is opened, NetDiver shows the same dive, but the data has been updated. A DiveBook arranges Markers and DivePlans into Categories using user-friendly titles. When the work is saved in a DiveBook, a new Topic should be created in the DiveBook. Saving a Marker File 1. Click the Save Marker button dialog box. Working in NetDiver 6 on the Toolbar. This displays the Save Marker 6-79 NETDIVER Saving Your Work Markers and DiveBooks While you can browse using the folder pulldown, or the Up One Level button , you can only save the Marker in a directory that you have permissions for under DiveLine. If you have problems saving your Marker in a particular directory, consult with your DiveLine Administrator. 2. Enter a Name for the file and then click Save. The action is taken and the dialog box is dismissed. Saving a Marker to a DiveBook When you have a DiveBook open, the Save into DiveBook button 6 is available in the Toolbar. 1. Click the Save into DiveBook button. This displays the Save Marker into DiveBook dialog box. 2. The Name and Area values default to the last item opened from the DiveBook. Enter a new Name for the Topic. 3. Select an Area from the Area pulldown list, where the Marker is to be saved. 4. Click OK. This saves the Marker as a Topic, with the specified name, in the Area selected, in the current DiveBook. If you failed to enter a new Name and/or select a different Area, you will see a warning about overwriting an existing Marker. You can Cancel or click OK. 6-80 Working in NetDiver NETDIVER Exporting the Dive Window to Excel Saving Your Work Exporting the Dive Window to Excel 6 Any Dive Window can be exported to Microsoft Excel. Click on the Open in Excel link in the top-right corner of the Dive Window. If using Microsoft Internet Explorer and depending on the PC security settings, a File Download alert may appear. Open in Excel Depending on your Microsoft Windows folder options, the spreadsheet will open either in a new browser window or directly in Excel, as shown below. One can manipulate the data further with Excel functions, save the spreadsheet, and/or return back to NetDiver. Working in NetDiver 6-81 NETDIVER Saving Your Work Exporting the Dive Window to Excel For Windows XP, the browser behavior of the Open in Excel button is controlled via the Microsoft Window Control Panel > Folder Options > File Types > XLS > Browse in same window option. 6-82 Working in NetDiver NETDIVER Opening the Dive Window as a PDF Saving Your Work Opening the Dive Window as a PDF 6 A Dive Window or Report can be exported to Adobe Reader. PDF is the Adobe Acrobat file type. This format is useful for sharing a particular dive with other users who may not have access to the data in the Model or to NetDiver. Saving to PDF allows the file to be opened from any computer with access to Adobe Acrobat Reader. Acrobat Reader is available without charge for any platform from Adobe. Visit the web site http://www.adobe.com. 1. Click on the Open as PDF link Bar. in the top-right corner of the Dive Window’s Title Open as PDF 2. This formats the data into a PDF and opens Adobe’s Acrobat Reader (in a new browser window) displaying the data from NetDiver. Working in NetDiver 6-83 NETDIVER Saving Your Work Opening the Dive Window as a PDF 3. Click Save on the Acrobat Toolbar. This displays the Save a Copy dialog box. Navigate to the desired directory, fill in the File Name text box and click Save. This saves the PDF to the local machine. 4. Exit from the browser window to return to NetDiver. 6-84 Working in NetDiver Index Symbols .dbk DiveBook file type 4-2 .dvp DivePlan file type 4-1 .mdl Model file type 4-1 .mrk Marker file type 4-2 .pdf Adobe Acrobat file type 6-83 .tnl Tunnel file type 4-3 .xls Microsoft Excel file type 6-81 %Count 6-34 %Total 6-32 0 ARCTAN Function 6-35 Areas in DiveBooks 4-2 Arrows in Console 6-3, 6-42 Authentication by DiveLine 2-6 Available and Selected 6-28 Average 6-32 B Back button in browser 2-12 Basic Plots Dialog Box 6-67 Graphic Display 5-8, 6-68 Browser Status Bar 3-17 Buttons Toolbar 3-2 A About button 3-8 ABS Function 6-35 Add Column Column Name 6-31 Definition 6-31 Info Columns 6-33 Adobe Acrobat saving to 6-83 AND Function 6-35 ARCCOS Function 6-35 ARCSIN Function 6-35 C Calcs 6-33 Cascading 3-12, 6-9 Categories in Console 3-13 Change your password 3-8 Character Functions CONCAT 6-35 SCAN 6-39 STRING 6-40 Index-1 NETDIVER SUBSTR 6-40 TRUNC 6-41 VALUE 6-41 Column in CrossTabs 6-46 in MultiCrossTabs 6-49 in MultiTab-MultiCrossTabs 6-53 Column Name 6-31 Commands for NetDiver Toolbar 3-2 CONCAT Function 6-35 Console Categories 3-13 DimCount 3-13 Dimensions 3-13 Dive History 3-11 down arrows 6-3 Find Before Dive 6-26 Info area 3-15 Models area 3-13 right arrows 6-42 when displayed 3-10 when diving 6-1 Copy and Paste 6-30 COS Function 6-35 Count 6-33 Cross Plots Dialog box 6-71 Graphic display 5-9, 6-70 CrossTab Column 6-46 creating 6-45 Dialog box 6-45 Horizontal Dimension 6-45 Report 6-61 Tabular display 5-4 Ctrl key 6-8, 6-11, 6-16, 6-49 D Data Manipulation Functions 6-9 Date Functions Index-2 DATE_VALUE 6-36 FORMAT_DATE 6-36 TODAY 6-41 DATE_VALUE Function 6-36 Dimcount in Console 3-13 Dimension Model Data Type 4-4 Dimensions in Console 3-13 Display Types CrossTab 5-4, 6-45 Graphic Displays 5-7 MultiCrossTab 5-5, 6-49 MultiTab 5-2, 6-42 MultiTab-MultiCrossTab 5-6, 6-52 Reports 6-55 Simple Tabular 5-2 Tabular Displays 5-1 Dive History 3-11 Dive Path 3-10 Dive Session 3-10 Dive Tab 3-10 Dive Window 1-2, 3-18, 6-2 DiveBooks Areas 4-2 File Type 4-2 Saving Markers 6-80 Select Dialog box 2-7 Topics 4-2 DiveLine Authentication 2-6 defined 1-1 Files window 3-2 security 2-13 time out 2-6 DivePlan File Type 4-1 usage in NetDiver 4-2 DivePort defined 1-1 Diving 6-1 Basics 2-13 NETDIVER Cascading 6-9 from a CrossTab 6-46 from a MultiCrossTab 6-50 from a MultiTab-MultiCrossTab 6-53 E Edit Column Character Functions CONCAT 6-35 STRING 6-40 SUBSTR 6-40 TRUNC 6-41 VALUE 6-41 Column Name 6-31 Date Functions DATE_VALUE 6-36 FORMAT_DATE 6-36 TODAY 6-41 Definition 6-31 Functions 6-34 Info Columns 6-33 Logic Functions AND 6-35 IF 6-37 NOT 6-38 OR 6-38 Model Columns 6-32 %Total 6-32 Average 6-32 Maximum 6-32 Minimum 6-32 Standard Deviation 6-32 Numeric Functions ABS 6-35 ISNAN 6-38 ISNULL 6-38 MILES 6-38 PARENT 6-39 PCT_VAR 6-39 SIGN 6-40 Other Columns %Count 6-34 Count 6-33 Statistical Functions EXP 6-36 LN 6-38 LOG10 6-38 SQRT 6-40 Time Functions FORMAT_TIME 6-37 TIME_VALUE 6-41 Trigonometric Functions ARCCOS 6-35 ARCSIN 6-35 ARCTAN 6-35 COS 6-35 SIN 6-40 TAN 6-40 Edit Columns dialog box 6-29 Add... 6-30 Copy and Paste 6-30 Edit... 6-29 Excel saving to 6-81 EXP Function 6-36 F File Types accessible to NetDiver 2-10 DiveBook 4-2 DivePlan 4-1 Marker 4-2 Model 4-1 Tunnel 4-3 Find button 3-7 Find Before Dive 6-26 Find Date 6-24 Find Numbers 6-21 Find String 6-19 Manipulating data 6-17 Flip Table button 3-6 Index-3 NETDIVER Flip Table or Graph Axes 6-47 Focus Manipulating data 6-12 Plot display 6-14 Scatter display 6-14 Tabular display 6-14 Focus/Stop Focus button 3-6 FORMAT_DATE Function 6-36 FORMAT_TIME Function 6-37 Functions 6-34 ABS 6-35 AND 6-35 ARCOS 6-35 ARCSIN 6-35 ARCTAN 6-35 CONCAT 6-35 COS 6-35 DATE_VALUE 6-36 EXP 6-36 FORMAT_DATE 6-36 FORMAT_TIME 6-37 IF 6-37 ISNAN 6-38 ISNULL 6-38 LN 6-38 LOG10 6-38 MILES 6-38 NOT 6-38 OR 6-38 PARENT 6-39 PCT_VAR 6-39 SCAN 6-39 SIGN 6-40 SIN 6-40 SQRT 6-40 STRING 6-40 SUBSTR 6-40 TAN 6-40 TIME_VALUE 6-41 TODAY 6-41 TRUNC 6-41 VALUE 6-41 Index-4 G Graphic Displays 5-7, 6-67 Basic Plots 5-8, 6-68 Cross Plots 5-9, 6-70 Pie Charts 5-11 Pie Plots 6-75 Scatter Plots 5-12, 6-77 Stack Plots 5-10, 6-73 Graphical Displays table 5-7 Group Manipulating data 6-15 Group/Stop Group button 3-6 H Horizontal Dimension in CrossTabs 6-45 in MultiCrossTabs 6-49 in MultiTab-MultiCrossTabs 6-52 HTTPS 2-4 I IF Function 6-37 Info area in Console 3-15 Info Columns 6-33 Info Field Model Data Type 4-4 ISNAN Function 6-38 ISNULL Function 6-38 L Launching NetDiver from DivePort 2-1 in browser 2-4 LN Function 6-38 LOG10 Function 6-38 Logic Functions NETDIVER AND 6-35 IF 6-37 NOT 6-38 OR 6-38 Logoff button 3-8 Logon screen 2-5 M Manipulating Data 6-9 Calcs 6-33 Counts 6-33 Edit Column Model Columns 6-32 Find 6-17 Focus 6-12 Group 6-15 MultiTab 6-42 Select 6-10 Select Columns 6-10, 6-28 Available and Selected 6-28 Sort 6-17 Markers File Type 4-2 Saving 6-79 Maximum 6-32 MILES Function 6-38 Minimum 6-32 Model Columns 6-32 %Total 6-32 Average 6-32 Maximum 6-32 Minimum 6-32 Standard Deviation 6-32 Model data types Dimension 4-4 Info Field 4-4 Summary 4-4 Models File Type 4-1 in Console 3-13 Models area in Console 3-13 MultiCrossTab Columns 6-49 creating 6-49 Horizontal Dimension 6-49 Report 6-63 Tabular display 5-5 MultiTab creating 6-42 Report 6-59 Tabular display 5-2 MultiTab-MultiCrossTab Columns 6-53 creating 6-52 Horizontal Dimension 6-52 Report 6-65 Tabular display 5-6 MY ACCOUNT button 2-1 N Navigating in NetDiver 2-12 NetDiver defined 1-1 NetDiver Window Dive Window 3-18 Open File dialog box 3-9 screen areas 3-1 Toolbar 3-2 NOT Function 6-38 Numeric Functions ABS 6-35 MILES 6-38 PARENT 6-39 PCT_VAR 6-39 SIGN 6-40 O Open as PDF button 6-83 Open DiveBook button 3-3 Open File button 2-11, 3-2, 3-9 Open File dialog box 3-9 Open in Excel link 6-81, 6-82 Index-5 NETDIVER Opening a File DiveBook Select 2-7 OR Function 6-38 Other Columns %Count 6-34 Count 6-33 P PARENT Function 6-39 PCT_VAR Function 6-39 PDF saving to 6-83 Permissions saving files 2-13 Picklist QuickViews 6-8 Pie Charts Graphic display 5-11 Pie Plots dialog box 6-75 Graphic display 6-75 Printing 2-13 Proxy Logon 3-7 Pulldown QuickViews 6-6 Q QuickViews 6-6 R Report displays 5-13 Reports CrossTab 6-61 MultiCrossTab 6-63 MultiTab 6-59 MultiTab-MultiCrossTab 6-65 Tabular 6-56 S Index-6 Save into DiveBook button 3-3 Save Marker button 3-3 Save Marker into DiveBook dialog box 6-80 Saving to DiveBook 6-80 to Excel 6-81 to PDF 6-83 Saving Markers 6-79 Saving the Dive Window to PDF 6-83 Saving your work Diveline security 6-79 Markers and DiveBooks 6-79 permissions 2-13 SCAN Function 6-39 Scatter Plots Graphic display 5-12, 6-77 Security Certificate 2-5 Select Manipulating data 6-10 Select Columns 6-10 Available 6-28 Edit Columns 6-29 Selected 6-28 Up and Down 6-28 Select Columns dialog box Edit Columns 6-29 Shift key 6-8, 6-10, 6-16 Show Console button 3-7, 3-10 SIGN Function 6-40 SIN Function 6-40 Sort Manipulating data 6-17 Sort Down button 3-7 Sort Up button 3-7 SQRT Function 6-40 Stack Plots Dialog box 6-73 Graphic display 5-10, 6-73 Standard Deviation 6-32 Start NetDiver 2-1 Statistical Functions NETDIVER EXP 6-36 LN 6-38 LOG10 6-38 SQRT 6-40 STRING Function 6-40 SUBSTR Function 6-40 Summary Model Data Type 4-4 Switch to CrossTab button 3-4 Switch to Graph button 3-4 Switch to MultiCrossTab button 3-4 Switch to MultiTab button 3-4 Switch to Tabular button 3-4 Swtch to Report button 3-5 T Tabular displays Comparison Chart 5-1 CrossTab 5-4 MultiCrossTab 5-5 MultiTab 5-2 MultiTab-MultiCrossTab 5-6 Simple Tabular 5-2 Tabular format in Dive Window 6-2 Tabular Report 6-56 TAN Function 6-40 The Diver Solution 1-1 Time Functions FORMAT_TIME 6-37 TIME_VALUE 6-41 Time out DiveLine 2-6 TIME_VALUE Function 6-41 TODAY Function 6-41 Toolbar 2-11 About button 3-8 Commands for NetDiver 3-2 Find 3-7 Flip Table or Graph Axes 3-6 Focus/StopFocus 3-6 Group/Stop Group 3-6 Logoff button 3-8 Open DiveBook 3-3 Open File 3-2 Proxy Logon 3-7 Save into DiveBook 3-3 Save Marker 3-3 Show Console 3-7 Sort Down 3-7 Sort Up 3-7 Switch to CrossTab 3-4 Switch to Graph 3-4 Switch to MultiCrossTab 3-4 Switch to MultiTab 3-4 Switch to Report 3-5 Switch to Tabular 3-4 Toolbar buttons 3-2 Topics in DiveBooks 4-2 Trigonometric Functions ARCCOS 6-35 ARCSIN 6-35 ARCTAN 6-35 COS 6-35 SIN 6-40 TAN 6-40 TRUNC Function 6-41 Tunnel File Type 4-3 U Up and Down 6-28 Up One Level button 3-9 V VALUE Function 6-41 X XLS Index-7 NETDIVER saving to 6-81 Index-8