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Ad-Hoc Analysis (Insight Analytics)

Topics

Excel Add-In
Setting up the Excel Add-In for use with Ad-hoc Analysis.
Pages: 5
Ad-Hoc Analysis Overview
How the ad-hoc analysis framework works.
Pages: 3
Ad-Hoc Analysis Overview: For More Information
Supplemental information on ad-hoc analysis.
Pages: 1
Ad-Hoc Analysis Management
Working with ad-hoc analysis: using the views, measures, dimensions, slicers, tabular models, and toolbars.
Pages: 18
Interactive Analytics Pages
Working with interactive analytics pages in ad-hoc analysis.
Pages: 4
Connected Web Parts in Interactive Dashboard Pages
Configuring, adding web parts to, and connecting web parts to interactive dashboard pages.
Pages: 5
MDX Content for Dynamic Charts
Creating dynamic charts using MDX content.
Pages: 5
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.
  • 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.
  • 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.
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.
  • 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.
  • 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.
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
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.