Ad-Hoc Analysis (Insight Analytics)
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Topics
- Excel Add-In
- Setting up the Excel Add-In for use with Ad-hoc Analysis.
- Pages: 5
- Download and Connect to the Excel Add-in
- This article gives an orientation and lists pages with information on how to use OLAP cubes with Microsoft Excel to generate Pivot Tables and Pivot Charts using Ad-Hoc Analysis. This article applies to Planview Enterprise 13.
- Download and Install the Planview Excel Add-in
- This article provides instructions on downloading and installing the Planview Excel add-in for working with Ad-hoc Analysis. This article applies to Planview Enterprise 13.
- Installing and Uninstalling the Planview Add-In for Microsoft Excel
- This article describes how to install and uninstall the Planview Add-in for Microsoft Excel, which allows you to use Planview Enterprise cube and model data in an Excel spreadsheet.
- Connect to the Ad-Hoc Analysis Cube
- This article provides instructions on connecting to the Ad-hoc Analysis cube. This article applies to Planview Enterprise 13.
- Ad-Hoc Analysis Overview
- How the ad-hoc analysis framework works.
- Pages: 3
- Introduction to Ad-hoc Analysis (Insight Analytics)
- These articles provide an overview of key concepts, definitions of terms, and basic access to Ad-hoc Analysis (formerly known as Insight Analytics) and OLAP reporting. Sign in to access this How-to topic.
- Understand the Basics of the Ad-hoc Analysis Framework
- This article explains how Insight Analytics works, and defines the major components: cubes, dimensions, categories, and measures. Sign in to access this How-to topic.
- Understand the Three Basic Actions of Views Exploration
- This article explains the actions of views exploration in Insight Analytics. Sign in to access this How-to topic.
- Ad-Hoc Analysis Overview: For More Information
- Supplemental information on ad-hoc analysis.
- Pages: 1
- Ad-hoc Analysis (Insight Analytics) FAQ
- These frequently asked questions cover Ad-hoc Analysis (Insight Analytics). Sign in to access this FAQ article.
- Ad-Hoc Analysis Management
- Working with ad-hoc analysis: using the views, measures, dimensions, slicers, tabular models, and toolbars.
- Pages: 18
- Work with Ad-hoc Analysis (Insight Analytics)
- These articles show how to work with Ad-hoc Analysis. Sign in to access this How-to topic.
- Access Ad-hoc Analysis
- This article provides instructions for accessing Insight Analytics from the Analytics and Reporting menu in Planview Enterprise. Sign in to access this How-to topic.
- Manage Ad-hoc Analysis Folders
- This article explains how Ad-hoc Analysis folders are managed. Sign in to access this How-to topic.
- Understand Elements of the OLAP View Browser
- This article goes over the elements of the OLAP View Browser interface. Sign in to access this How-to topic.
- Use the OLAP View Browser
- This article explains how to access the OLAP View Browser in Ad-hoc Analysis. Sign in to access this How-to topic.
- Navigate the OLAP Toolbar
- This article shows how to navigate the OLAP toolbars in Ad-hoc Analysis. Sign in to access this How-to topic.
- Create a New View
- This article explains how to create a new view in Ad-hoc Analysis. Sign in to access this How-to topic.
- Save a View
- This article explains how to save an OLAP view in Ad-hoc Analysis. Sign in to access this How-to topic.
- Save a View as RDL
- This article shows how to save a view as Report Definition Language (RDL). Sign in to access this How-to topic.
- Slice in OLAP Views
- This article explains what slicers are in Insight Analytics and how to create a slice.Sign in to access this How-to topic.
- Change Measures, Dimensions, and Slicers on OLAP Views
- This article shows you how to change measures, dimensions, and slicers on OLAP views. Sign in to access this How-to topic.
- Filter and Sort in OLAP Views
- This article shows how to filter and sort data in an OLAP view in Ad-hoc Analysis. Sign in to access this How-to topic.
- Link OLAP Views
- This article shows how to link OLAP views so you can drill down. Sign in to access this How-to topic.
- Drill on Linked Views
- This article explains how to drill into different levels on a linked view in Ad-hoc Analysis. Sign in to access this How-to topic.
- Interactive Analytics Pages
- Working with interactive analytics pages in ad-hoc analysis.
- Pages: 4
- Interactive Analytics Pages
- This article provides an overview of interactive analytics pages in Ad-hoc Analysis. Sign in to access this How-to topic.
- Review the Interactive Analytics Page Structure
- This article provides information on the organization of interactive analytics pages. Sign in to access this How-to topic.
- Example: Create an Interactive Analytics Page
- This article provides an example of creating an interactive analytics page. Sign in to access this How-to topic.
- Modify an Interactive Analytics Page
- This article gives information on how to modify an interactive analytics page in Ad-hoc Analysis. Sign in to access this How-to topic.
- Connected Web Parts in Interactive Dashboard Pages
- Configuring, adding web parts to, and connecting web parts to interactive dashboard pages.
- Pages: 5
- Connected Web Parts in Interactive Dashboard Pages
- This article gives some examples and explains concepts related to using connected Web parts in Ad-hoc Analysis interactive dashboard pages. Sign in to access this How-to topic.
- Configure Interactive Dashboard Web Parts
- This article explains how to configure Interactive Dashboard Web Parts. Sign in to access this How-to topic.
- Understand the Different Types of Parameters
- This page outlines the types of parameters used in interactive dashboards. Sign in to access this How-to topic.
- Add New Web Parts to an Interactive Dashboard Page
- This article shows how to add new Web Parts on an Interactive Dashboard page. Sign in to access this How-to topic.
- Connect New Web Parts in an Interactive Dashboard Page
- This article shows how to connect new Web Parts in an Interactive Dashboard page. Sign in to access this How-to topic.
- MDX Content for Dynamic Charts
- Creating dynamic charts using MDX content.
- Pages: 5
- MDX Content for Dynamic Charts
- This information covers the creation of static and animated charts that can appear in the Analytics and Reporting Portal. Sign in to access this How-to topic.
- Create MDX Content for Dynamic Charts (Static)
- This article explains how to create static MDX Content for Dynamic Charts. Sign in to access this How-to topic.
- Create MDX Content for Dynamic Charts (with Motion)
- This article explains how to create animated MDX Content for Dynamic Charts. Sign in to access this How-to topic.
- Edit or Delete MDX Content for a Dynamic Chart
- This article describes how to edit and remove MDX content in a dynamic chart. Sign in to access this How-to topic.
- View Dynamic Charts on a Dashboard
- This article shows how to view a dynamic chart on an Analytics and Reporting Portal dashboard. Sign in to access this How-to topic.
- Heat Map View
- Using heat map views in ad-hoc analysis.
- Pages: 3
- Heat Map View
- This article shows how to create heat maps you can view in the Analytics and Reporting Portal. Sign in to access this How-to topic.
- Create a Heat Map View
- This article shows how to create a heat map view in Insight Analytics. Sign in to access this How-to topic.
- View a Heat Map on a Dashboard
- This article shows how to view a heat map on an Analytics and Reporting Portal Dashboard. Sign in to access this How-to topic.
- Share and Publish Views
- Sharing and publishing views you create in ad-hoc analysis.
- Pages: 4
- Share and Publish
- This information goes over some best practices and lists instructions for sharing and publishing Ad-hoc Analysis OLAP views and Interactive Analytics pages for use by others. Sign in to access this How-to topic.
- Create and Maintain Publishing Groups
- This article demonstrates hot to create and maintain Ad-hoc Analysis publishing groups within the Analytics and Reporting Portal. Sign in to access this How-to topic.
- Create and Edit Dashboards with Views or Web Part Pages
- This article shows how to create and edit Analytics and Reporting Portal dashboards with views or Web Part pages. Sign in to access this How-to topic.
- Publish Views and Web Part Pages as a Dashboard
- This article shows how to publish Ad-hoc Analysis views and Web Part pages as dashboards. Sign in to access this How-to topic.
- Pivot Table Fields
- Adding dimensions and measures to pivot table fields, as well as filtering.
- Pages: 7
- Pivot Table Field List
- This article explains the function of a pivot table field list and how it can be used. It links to articles on how to add dimensions and measures to a pivot table, how to use pivot table areas to view data, how to use multiple measures and how to filter on a fact table. Sign in to access this How-to topic.
- Understand the Pivot Table Field List
- This article explains the components of the pivot table field list and their icons. Sign in to access this How-to topic.
- Add Dimensions onto a Pivot Table
- This article shows how to add dimensions to a pivot table by checking the box next to a dimension. Sign in to access this How-to topic.
- Add Measures onto a Pivot Table
- This article shows how to add measures, which provide additional information for dimensional attributes on a pivot table. Sign in to access this How-to topic.
- Use Pivot Table Areas to View Data
- This article goes through how to use report filters, column labels, row labels, and values to view pivot table data in different ways. Sign in to access this How-to topic.
- Use More Than One Measure in a Pivot Table
- This article describes how to use more than one measure in an Excel pivot table for viewing Planview Enterprise data. Sign in to access this How-to topic.
- Filter on a Fact Table Using “Show Fields Related to”
- This article explain how the Show Fields Related to drop-down list option helps find related elements so you can create reports with measures and dimensions that work well together. Sign in to access this How-to topic.
- Filter Data in Pivot Tables
- Filtering by dimensions, sorting, slicing, etc.
- Pages: 6
- Filter Data in Pivot Tables
- This article shares links to information on the many ways that data can be filtered within a pivot table in Excel. Sign in to access this How-to topic.
- Filter Using Report Filters (Single and Multiple Values)
- This article demonstrates how to use the Report Filter to filter the data on an entire report. Sign in to access this How-to topic.
- Filter Data on Dimensions
- This article shows how to apply dimension level filters from the Pivot Table Field List so that the pivot table can display the values used for filtering. Sign in to access this How-to topic.
- Advanced Filtering and Sorting Data within a Pivot Table
- This article provides information on sorting pivot table attributes in ascending, descending, and custom sort order. Sign in to access this How-to topic.
- Filter Data Using Slicers
- This article shows how to use slicers for filtering data in pivot table reports. Sign in to access this How-to topic.
- Pivot Table Tips and Considerations
- This article lists some helpful tips and considerations for creating pivot tables. Sign in to access this How-to topic.
- Pivot Table Options
- Changing appearance and functionality in pivot tables.
- Pages: 8
- Pivot Table Options
- This article provides a list of helpful tips on creating pivot tables, and links to a series of articles on options that can be applied to pivot tables. Sign in to access this How-to topic.
- Merge and Center Cells with Labels
- This article shows how to set specific options on a pivot table that don't apply to other pivot tables in the same workbook. Sign in to access this How-to topic.
- Indent Cells in Compact Form
- This article tells how to set indentation options on a pivot table that apply to the entire table but not to other pivot tables in the workbook. Sign in to access this How-to topic.
- Change the Display of Filters
- This article goes over display options used when multiple filters are applied to a pivot table. Sign in to access this How-to topic.
- Maintain Column Width and Preserve Cell Formatting
- This article shows how to preserve column width and cell formatting in a pivot table. Sign in to access this How-to topic.
- Allow Multiple Filters per Field
- This article shows how to set the option to allow multiple filters on a pivot table field. Sign in to access this How-to topic.
- Display Items where Data Is Missing
- This article shows how to allow items with no data to display in a pivot table. Sign in to access this How-to topic.
- Enable Drillable Details from a Pivot Table
- This article goes over why it's a good idea to uncheck the Show Details option within Excel pivot tables. Sign in to access this How-to topic.
- Measure Unit Formatting
- Formatting measure units for ad-hoc analysis.
- Pages: 3
- Measure Unit Formatting
- This article explains why Planview recommends making formatting changes in the Value Field Settings area and provides examples. Sign in to access this How-to topic.
- Change Default Cell Formatting
- This article describes how to change the default formatting of cells in pivot tables. Sign in to access this How-to topic.
- Use the “Show Calculation As” Functionality
- This article shows how to enable "show calculation as," which helps in displaying Planview data in a pivot table. Sign in to access this How-to topic.
- Properties and Tooltips
- Using properties and tooltips to improve performance.
- Pages: 3
- Properties and Tooltips
- This article explains how Properties and Tooltips are useful for providing additional information in reports without enabling too many dimensional elements. Sign in to access this How-to topic.
- Use Properties to Improve Performance
- This article goes over how to see the properties of dimensions, to make it easier to determine key elements in a pivot table dimension. Sign in to access this How-to topic.
- Use Tooltips to Improve Performance
- This article gives tips for using the Tooltip functionality to provide additional information on elements in a pivot table. Sign in to access this How-to topic.
Content
From this course, you will learn to use the Excel Add-In to connect to the Ad-hoc Analysis cube and create and maintain custom reports using the ad-hoc analysis tool. This course falls under the Analytics and Reporting capability.