NETDIVER TUTORIAL. Revision Doc-NDT Dimensional Insight

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1 NETDIVER TUTORIAL Revision Doc-NDT Dimensional Insight

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3 NetDiver 6.3 Tutorial, Manual Revision Doc-NDT 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, 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. DII EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSE, SATISFACTORY QUALITY AND NONINFRINGEMENT, AND THEIR EQUIVALENTS UNDER ANY LAW OF ANY JURISDICTION. IF APPLICABLE LAW IMPLIES ANY WARRANTIES OR CONDITIONS WITH RESPECT TO THE SOFTWARE, ALL SUCH WARRANTIES OR CONDITIONS ARE LIMITED TO A PERIOD OF THIRTY (30) DAYS FROM THE DATE OF DELIVERY OF THE SOFTWARE TO THE LICENSEE. DII DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET YOUR REQUIREMENTS, OR THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT DEFECTS IN THE SOFTWARE WILL BE CORRECTED. FURTHERMORE, DII DOES NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE SOFTWARE IN TERMS OF THEIR CORRECTNESS, ACCURACY, RELIABILITY, OR OTHERWISE. SHOULD THE SOFTWARE PROVE DEFECTIVE, LICENSEE (AND NOT DII, ITS DISTRIBUTORS, DEALERS OR EMPLOYEES) WILL ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION. iii

4 SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS UNDER CERTAIN CIRCUMSTANCES, SO THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. IF SUCH EXCLUSIONS DO NOT APPLY TO YOU, AND ONLY IN SUCH EVENT, YOUR SOLE REMEDY WILL BE, AT DII S OPTION, REPAIR OR REPLACEMENT OF THE SOFTWARE OR A REFUND OF THE PRICE PAID BY YOU FOR THE SOFTWARE. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU MAY ALSO HAVE OTHER LEGAL RIGHTS WHICH VARY FROM STATE TO STATE AND JURISDICTION TO JURISDICTION. 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. Copyright 2011 Dimensional Insight, Inc., 60 Mall Road, Burlington, MA ( iv

5 Contents 0 Chapter 1: Introduction Welcome to NetDiver About This Tutorial Related Documents About the NetDiver Interface NetDiver Terminology Definitions What is a Model? What is a Dive or Diving? NetDiver Components and Conventions Dive Window Console Model Name Diving into a Model using the Console Dive Selectors History Dimensions DimCounts Dive Arrows Categories Information (Info) Fields Time Series Info Accessing Model Data using File Types DiveBooks DivePlans TOC-1

6 Markers Running NetDiver on a Workstation Launching NetDiver Launching NetDiver from DivePort MY ACCOUNT Click Actions Application Links Launching NetDiver from a Browser NetDiver Logon NetDiver Browser Interface Using the Toolbar Logging Off Saving and Printing Opening Excel Applications Chapter 2: Getting Started Opening Sample Data Files Opening a DiveBook Opening a Model Performing NetDiver Basics Diving into a Model Diving for Answers Cascading Using Sort to Rank Values Manipulating Columns Adding a Column Changing the Position of a Column Adding a Calculated Column Saving a Marker Deleting a Column Using Focus and Group Using Focus Using Group TOC-2

7 Using Group with Others Find Dialog Box Variations Using the Find String Dialog Box Using the Find Numbers Dialog Box Chapter 3: Tabulars and Graphs Basic Tabular Creating a CrossTab Diving from a CrossTab Creating a MultiTab Diving from a MultiTab Creating a MultiCross Tab Diving from a MultiCrossTab Working with Graphs About Basic Plots Creating a Bar Plot Diving on a Bar Plot Graph Type Examples Chapter 4: Reports Creating Reports Basic Tabular Report MultiTab Report CrossTab Report Using Reports saved to a DiveBook Index TOC-3

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9 Chapter 1 Introduction 1 Welcome to NetDiver 1 NetDiver is part of the The Diver Solution, which is Dimensional Insight s (DI) suite of products that work together to provide an end-to-end data analytic and reporting tool. NetDiver is a zero-footprint (i.e., does not require client software to be installed locally) browser-based application that lets you view data stored in DI Models from DivePort or a browser. The NetDiver client offers diving capabilities in an easy-to-use reporting analysis tool that complements the functionality provided by DivePort, but for a broader range of users. The NetDiver interface is a preferred application for off-site personnel, such as customers, suppliers, and partners. NetDiver resides on a web application server (e.g., Apache Tomcat) and enables users to access data residing in DI Models on a DiveLine server through a secure connection. Licensed DI users with either a General or an Advanced level of functionality have access to NetDiver. About This Tutorial 1 This tutorial provides an introduction to NetDiver s terminology, its graphical interface, and some hands-on experience with its essential functions. Plan on two-to-four hours to step through these lessons. This tutorial uses sample test data available from Technical Support. Before you begin, contact your DiveLine Administrator for the following information: Location of the tutorial data set (it should be called SampleData or SampleData-DiverTutorial) Name of the DiveLine server that you will access Your DiveLine username and password (with permission to save Markers and DiveBooks) Introduction 1-1

10 About This Tutorial Have your administrator can contact Technical Support to obtain the NetDiver tutorial files. End users should refer NetDiver questions to their DiveLine administrator. See Table 1-1 for information on how to contact Technical Support. Table 1-1: Dimensional Insight Technical Support In the United States Outside the U.S. Telephone: (920) Telephone: Fax: (781) Your Diver or DiveLine Administrator may need to provide instructions on how to launch NetDiver at your site. The chapters in this tutorial cover the following topics: Chapter 1, Introduction - NetDiver overview information Chapter 2, Getting Started - Step-by-step lessons Chapter 3, Tabulars and Graphs - continues the lessons, but also explores the various display options available in NetDiver Chapter 4, Reports - covers additional diving and reporting options Related Documents 1 A multi-volume set of documentation exists for The Diver Solution, and the latest versions of the manuals are available as PDF files on the DI website (i.e., As a new NetDiver user, you may want to download the following documents NetDiver User Guide - describes all NetDiver features and functions DivePort User Guide - explains how to use DivePort s features from the perspective of a Casual or General user Diver manuals - contain comprehensive descriptions of Diver functionality, a subset of which is available in NetDiver About the NetDiver Interface 1 NetDiver is a data analysis tool that provides a browser user interface with a Dive Window for viewing data stored in a Model. As a customer-specific business intelligence tool, NetDiver can transform company data into knowledge or provide answers to your business-related questions. 1-2 Introduction

11 About This Tutorial NetDiver is one part of a data visualization, analysis and reporting solution with the capability to display data (sometimes called diving or drilling down) using multifaceted views. NetDiver employs a point-and-click user interface enabling you to view and convert data in the following ways: Diverse tabular and graphical displays User-defined calculations Groupings Reporting functions You can save, recall, reuse, and export all analytical work completed in NetDiver using Markers and DiveBooks. NetDiver Terminology Definitions 1 The following section presents a number of NetDiver terms and definitions that will become familiar with usage but may be helpful to the novice user as a reference. Diving The process of displaying data in progressively more detailed views of smaller ranges of information in a Model. There are no predefined paths or hierarchies: one dives into the data Model with total navigational freedom. Diving is performed by double-clicking on Dimension names. Model The data structure optimized for The Diver Solution. It contains summarized and indexed data. Models are files that store the data the clients read and display while diving. The Model is built using unique patented cross-indexing technology that allows large amounts of data to be summarized, indexed, and transformed into a multidimensional structure that facilitates fast access from the NetDiver client. A Model is constructed with three types of data: Dimensions, Summaries, and Info Fields. A Model is represented in the Console as a sphere. Data Types A Model is constructed with three types of data: Dimensions, Summaries, and Info Fields. Each Dimension represents a different way of organizing or looking at the data. Any field defined as a Dimension becomes an option for sorting or filtering, that is, a dive field. Summaries are the numerical elements in the data, while Info Fields are used to hold extra information related to Dimensions. Marker A multistep dive saved as a kind of bookmark that lets the user return to the data view. A Marker can result in a simple Tabular view, a completely formatted Report, or a Graph of the data. A Marker file does not contain any data, only the actions taken in a dive. When saved and reopened, it accesses the latest Model data for viewing and allows the dive to proceed from the last saved action. Introduction 1-3

12 About This Tutorial DivePlan A file that holds a lens for viewing the data in a Model or Models. It does not contain any data, only instructions about presentation: columns (names, format and definitions), calculations, lookups, aliases, Console Categories, Dynamic Dimensions, Geocoding, customized calendars, and Multi-Model merge instructions. DivePlans can be created and updated in Diver or DiveMaster. DiveBook A file that organizes DivePlans, Markers, and Links for easy access. DiveBooks are organized into Areas, similar to folders, and Topics, similar to files. Both DiveBook Area and Topic lists can be converted into QuickViews. QuickView A way to filter data presented to the user. Use filters to provide access to multiple Dimensions at one time, from one screen. DimCount Dimension Count is the number of unique values for a Dimension. This can be for an entire Model, or related to the particular value of another Dimension. DimCounts appear in the Console as the number in parentheses to the right of the Dimension name What is a Model? 1 A Model is a "free-form" multidimensional data structure (simply put, a file) that allows fast access from NetDiver. Built using unique patented cross-indexing technology, a Model allows large amounts of data to be summarized, indexed, and transformed into a multidimensional structure that facilitates fast acc14ess. In the back-end, DI consultants or your in-house developers construct a Model with three types of data: Dimensions Summaries Info Fields Because of its flexible structure and simple architecture, Models can scale and evolve as you gain better understanding of the value of your data. The NetDiver interface provides access to all data combinations in a Model, allowing comprehensive analysis without requiring you to understand a complex data structure. The NetDiver Console represents a Model using a sphere icon. What is a Dive or Diving? 1 The NetDiver interface enables you to dive into the data contained in a Model using the Dive Window, a component of the graphical user interface (GUI). The Console, another component of the GUI, presents a structured view of Model data. 1-4 Introduction

13 About This Tutorial Diving is the act of displaying data in progressively more detailed views of smaller ranges of information. You can dive into Model data with total navigational freedom. There is no limit to the number of steps in a dive as long as there is additional data related to the selected value. You perform an initial dive by double-clicking on a Dimension name in the Console. You can perform additional dives by selecting a Dimension value in the Dive Window, and double-clicking a new Dimension name in the Console. NetDiver Components and Conventions 1 The best way to become familiar with the NetDiver interface is to take a look at the workspace and understand the interrelationship between the Console, Dive Window, and the operations performed from the toolbar. The Console is the navigation window through which you manage the diving process. It is both a hierarchical representation of a Model data set and the mechanism for diving into the data. The Dive Window is an area that displays the results of diving into the data. Each dive step opens its own window, so that the Dive Window can contain and display more than one window at a time. Open windows display the results of data retrieved from a Model. Figure 1-1 is an annotated view of the NetDiver GUI before an initial dive. You can view this window by launching NetDiver and selecting demo_drl.mdl in the sample data folder (i.e., SampleData-DiverTutorial). Introduction 1-5

14 About This Tutorial Figure 1-1: Initial NetDiver Window Interface Understanding NetDiver terminology, navigational techniques, and presentation conventions will help you better understand the process of diving into your data. Dive Window 1 Displays data from a Model in one of several different types of views (e.g., tabular, graph, report, etc.). A Dive Window observes standard Windows behavior for sizing, positioning, and closing. For example, the active window is the front-most Dive Window. Dive Windows appear in a hierarchical, parent/child order, so closing a parent window in a cascade of open windows will also close all child windows of the parent. The History section of the Console window displays all open Dive Windows and some actions done within a particular Dive Window, such as Find or Group. Each time you dive on a Dimension, another Dive Window will appear. The initial Dive Window contains a view of all the data in the selected Dimension. Each subsequent Dive Window opened provides a filtered view of the data contained in the Model. The subsequent or child Dive Window is a subset of the previously selected parent Dive Window. 1-6 Introduction

15 About This Tutorial Console 1 The primary navigational window in NetDiver. It contains both information about a Model and the means to navigate within it. Similar to the tree structure of Window Explorer, the Console uses plus (+) and minus (-) signs to expand and collapse each heading to show or hide information under that heading. If a Dive Window covers the Console, click the Show Console button, or select Window > Show Console to redisplay the Console. Model Name 1 The label that identifies the Model open in the Console. The sphere icon next to the label also identifies a Model. Depending on a preference setting, more than one Model can be open at the same time. By default, the Model setting is blank (i.e., you can have unlimited Models open). To close multiple open models simultaneously, right-click the parent Models header, and select Close All Models. Alternatively, to close an open Model, click the button (i.e., an x icon) next to the Model name in the Console Categories are optional folders defined by your administrator that you can use to organize a large number of Dimensions. A DivePlan stores Model Categories. Diving into a Model using the Console 1 In this section, you will learn how to expand and navigate a Model structure using the hierarchical tree structure and controls of the Console. First, expand all of the plus signs (+) in the demo_drl.mdl Model as shown in Figure 1-2. Introduction 1-7

16 About This Tutorial Figure 1-2: Controls/Views of the Console Figure 1-2 displays dive and status information for demo_drs.mdl as defined by the following list of terms: Dive Selectors 1 NetDiver provides up to four possible Dive paths (i.e., Dive A, Dive B, etc.) for a single Model or for all Models open in the Console. Click on a Dive Selector tab to switch the view in the Console between the Dive paths. Switching between different Dive paths restores the Console view and resets and brings to the front the active window to what it was before the previous switch. Diving is the process of using NetDiver to filter data in order to create a parent-child relationship. You can associate each Dive path with one of the Dive Selector tabs. For example, as in this tutorial, you can use the Dive A selector for all dives. By performing dives under different Dive Selector tabs, multiple Dive paths can exist concurrently. 1-8 Introduction

17 About This Tutorial You can have a maximum of four concurrent Dive paths open at a time, and only one Model or DivePlan can be used for each Dive Selector. Using the Save Marker Options dialog, you can include (or omit) a Dive path from the saved Marker. History 1 The History area appears at the top of the Console and displays in an ordered way the current information and certain actions taken in a particular dive. If there is an open Model but no current dive as shown in Figure 1-2, the area under the History heading is empty and the word None appears in parentheses. In Figure 1-3, the name in parentheses after the heading is demo_drl.mdl, or the filename of the Model you are diving in. Figure 1-3: History Area of the Console The History area in Figure 1-3 shows that you performed a two-level dive in the demo_drl Model as follows: First dive: Double-click on Salesperson in the Console to display a list of all Salespeople in the Model (Dive Window not shown) Select Salesperson Assil in the first Dive Window (e.g., History shows Salesperson: Assil in the first level) Second dive: Double-click on Product Name in the Console to display the names of all products sold by Assil (e.g., History shows Product Name in the second level) Introduction 1-9

18 About This Tutorial Double-clicking on a line in the dive History activates the corresponding Dive Window and brings it to the foreground. Below the History area is the Models area introduced in Figure 1-1. The Model area consists of the names of all open Models, Categories, Dimensions, and Detail Dimensions (not covered in tutorial) contained within each Model. Under each Model, Dimensions can be nested in optional Category containers. You dive by double-clicking Dimension names. Dimensions 1 A Dimension is a field in the Console that represents a different way of organizing or looking at the data in your Model. For example, in Figure 1-2, the Sales Force Category contains the following Dimensions: Salesperson (60) Sales Region (6) Dive arrows appearing to the left of a Dimension name indicate that you can further dive into that category of information. Use Dimensions to filter and sort Model data. After you dive on a Dimension, its name appears under History for tracking purposes. Numbers in parentheses after a Dimension name in the Console are called DimCounts. DimCounts 1 Dimension Count (DimCount) is the number of unique values for a Dimension. DimCounts displayed can reflect the number of values for an entire Model (e.g., Salesperson (60)), or the particular values of another Dimension. For example, if you dive on Salesperson, then select Bailey as shown in Figure 1-2 to view the following DimCounts in the Console: 1-10 Introduction

19 About This Tutorial Figure 1-4: DimCounts for Salesperson:Bailey Notice that Bailey has many diveable Dimensions, including Customer (11), Product Name (109), and Orders Date (388). Dive Arrows 1 Arrow icons that appear to the left of Dimension names indicating that you can dive on the Dimension. These arrows are gray and point down. There are other types of arrows that represent actions you can perform, but other than side-facing arrows for MultiTab, these arrows are beyond the scope of this tutorial. Categories 1 Optional folders in the Console used to organize Model Dimensions. Information (Info) Fields 1 Info Fields are unique to and contain additional or extra information about a Dimension. For example, a Model containing sales information might have an Info Field called Branch Manager Name that is attached to a Dimension called Branch Name. Some typical types of Info Fields are: Descriptions Addresses Introduction 1-11

20 About This Tutorial Codes Info Fields appear in the information area of the Console and display data that corresponds to Dimension values in the current Dive path. Figure 1-5, for example, shows the following Info Fields when diving on the following Dimensions: Product Name: Swiss Cheese Pound Salesperson: Daniels Order Date: 4/22/2008 When a Model is open but no dives have occurred, the Info section of the Console displays each Info Field built into the Model along with its associated Dimension. The following example shows that Info Fields Address1 and SIC Code are related to the Dimensions Customer and SIC Description, respectively. For example: If you wish, you can promote Info Fields to Dynamic Dimensions so that they appear in the Console, and you can select them for diving. However, Dynamic Dimensions do not display DimCounts and are not indexed, which can slow down the amount of time to dive on them. Table 1-2 shows some of the different types of data fields that might appear in a sales Model. Table 1-2: Data Field Types - Sales Model Dimensions Info Fields Summaries Customer Address, City, State Units Shipped, Revenue, Product Name Product Code Extended Cost Sales Region Sales Rep Date Shipped Branch Manager Badge Number Order Month 1-12 Introduction

21 About This Tutorial Figure 1-5 displays an open Console with an expanded Info section. Figure 1-5: Info Fields for Dive on Product Name, Salesperson, and Date Time Series Info 1 The Time Series Info region provides information about Time Series and Period Comparisons, if defined for the Model you are viewing. You can expand the sections within this region to view the current start and end dates of each defined period. Time Series Info, for example, includes the time-based Dimension, such as Date, Month, or Quarter, that is the basis of comparison. This region also indicates the type of comparison being made. For example, common Period Comparisons are: Current versus Prior Year-to-Date vs. Last Year-to-Date (YTD vs. Last YTD) Month-to-Date vs. Last Month-to-Date (MTD vs. Last MTD) Introduction 1-13

22 About This Tutorial Figure 1-6 shows an example of how Time Series Info might appear in the Console. Figure 1-6: Time Series Example Time Series: YTD Time-Based Dimension = Date Time Series: Last YTD Accessing Model Data using File Types 1 NetDiver provides several ways of opening and viewing Model data using different file types called DiveBooks (.dbk), DivePlans (.dvp), and Markers (.mrk). DiveBooks 1 A DiveBook is a single file (.dbk) that organizes DivePlans, Markers, and Links for easy access using a dialog box interface divided into Areas that contain specific Topics. You select an Area to view the Topics it contains. An Area is similar to a file drawer and t19he Topics are like file folders within a particular file drawer. DiveBooks provide the following benefits: An administrator can configure a default DiveBook to open at login as a portal to your data. The left column of the DiveBook dialog box contains Areas (similar to folders) that contain specific Topics. Topics, which are similar to files in a folder, appear in the right column of the dialog box for selected Areas. A Topic can be a DivePlan, Marker, or Link. Double-click a Topic to open a Marker or DivePlan directly from the DiveBook Introduction

23 About This Tutorial Figure 1-7 shows an open DiveBook Select dialog box. Figure 1-7: Open DiveBook Dialog Box You can only open one DiveBook at a time, but the DiveLine administrator, to simplify the administration of Markers and DivePlans, can configure a default DiveBook to open at startup. Introduction 1-15

24 About This Tutorial Figure 1-8 provides an illustrated overview of how users can access their data using a DiveBook. Figure 1-8: Using a DiveBook Overview Model Model Model Diving into data using a DiveBook Dimensions Summaries Info Fields DiveBook Areas User-Defined Organization Tabular Charts Reports Topics (DivePlans/Markers) Butter Cheese Milk Rev Cost Units 25% 25% 25% 25% DivePlans 1 A DivePlan file (.dvp) saves a lens or framework for viewing a Model. The data in a Model is static until it is refreshed. However, you can change the way in which NetDiver displays data from a Model using a DivePlan. DivePlans are a set of instructions that tell NetDiver how to present the data in a Model to you. A DivePlan file does not contain data, but it does save the blueprint you use to construct alternate views of Model data. The DivePlan is more of a template with instructions that tell NetDiver how to present Model data. DivePlans can present all or some of the following: Columns (i.e., names, format, and definitions) Calculations Lookups 1-16 Introduction

25 About This Tutorial Aliases Console Categories Dynamic Dimensions Geocoding Named Groups Multi-Model merge instructions Whenever you edit a Model, you are also updating a default or user-defined DivePlan associated with the Model. Any changes you make to a DivePlan, such as adding a calculated column, will apply to all dives using the updated DivePlan. When an administrator refreshes a Model, the saved DivePlan uses the new Model data. When you open a DivePlan, NetDiver loads the customized settings and Model(s) associated with the DivePlan. You can create and update DivePlans in Diver or DiveMaster. Note that if a DivePlan references a single Model, has the same name as that Model and resides in the same directory as the Model, opening the.mdl file will automatically open the DivePlan. Markers 1 A Marker file (.mrk), similar to a bookmark, saves the specific steps and details of a dive, enabling you to return to your last dive step when opening a saved.mrk file. An opened Marker can display a Tabular view, a formatted Report, or a Graph of your data. Markers save the details of the Dive Window, including the following information: Size, position, and orientation (horizontal vs. vertical) Column Selections Fonts Focus QuickView order and selection DivePlan details Markers do not contain actual data, so if you reopen a previously saved.mrk file with an updated Model, NetDiver displays the same dive as before but with updated data. Markers save a snapshot of your dive for future use. You can save a Marker in one of the following viewing formats: Tabular (default; similar to a spreadsheet) Report (optimized for viewing and printing) Graphical (various chart and graph styles) Introduction 1-17

26 Launching NetDiver Running NetDiver on a Workstation 1 Because NetDiver is a zero-footprint application, it does not require that you or your administrator install additional software on your laptop or workstation. You can run NetDiver on most browsers, including Mozilla FireFox and Internet Explorer. Most browser default setups work for NetDiver, but, depending on your browser choice, you may need to adjust some of the Internet options on your machine. At a minimum, you need to verify the following for each user machine running NetDiver: Enable the JavaScript and HTTP Session Cookies for the browser Permanently save a trusted security certificate Saving a security certificate allows the Hyper Text Transfer Protocol with Secure Socket Layering (HTTPS) to function without warnings. For more details, see the NetDiver User Guide or DivePort Administration manuals. Launching NetDiver 1 There are two basic ways to launch NetDiver: from a DivePort portal from your browser Talk to your administrator to determine how best to launch NetDiver on your company s network. The follow sections discuss the NetDiver launch options in more detail. Launching NetDiver from DivePort 1 Within a DivePort portal, you can have up to three different ways to launch NetDiver: the MY ACCOUNT menu a Click Action link from a Portlet an Application link from a DiveBook MY ACCOUNT 1 To launch NetDiver from DivePort, choose the Start NetDiver option on the MY ACCOUNT menu Introduction

27 Launching NetDiver While in DivePort, General and Advanced level users have access to the MY ACCOUNT menu. Figure 1-9 below shows the Start NetDiver option in the DivePort MY ACCOUNT menu. Figure 1-9: Start NetDiver Option in DivePort Clicking the Start NetDiver option, opens NetDiver in a new browser window without the need to re-authenticate. Except for the Title and toolbar, the NetDiver window is empty. Click the Open File or Open DiveBook buttons (see Figure 1-10 below) to start diving. Figure 1-10: Opening a DiveBook in NetDiver Click Actions 1 General and/or Advanced users may also have access to NetDiver from within DivePort using the following Graphical User Interface (GUI) items: Click Action Menu Click Action Link Figure1-11 shows a Click Action Menu that has been defined for a specific Portlet instance (e.g., a gauge indicator) in DivePort. Without having to log on again, you can select NetDiver from the menu and it will open the underlying Marker in NetDiver as shown in Figure Introduction 1-19

28 Launching NetDiver Figure 1-11: Pop-up Click Action Menu in DivePort Clicking the [Analysis] NetDiver option opens the same Marker file that is saved on the DiveLine server in NetDiver as shown in Figure Figure 1-12: View DivePort Portlet Instance in NetDiver Sometimes Click Action options appear on the DivePort Page as a link that is always visible when you open the Portlet as shown in Figure Introduction

29 Launching NetDiver Figure 1-13: Click Action Link in DivePort Application Links 1 If your DivePort includes a Page with DiveBooks, you may have another opportunity to launch NetDiver from an application link. Before selecting a DiveBook Topic, you can check the Application pulldown menu to determine if the selection can be opened directly in NetDiver. For example, see Figure Introduction 1-21

30 Launching NetDiver Figure 1-14: Launching NetDiver from a DivePort DiveBook Page If you do not see any NetDiver references in DivePort, contact your DiveLine Administrator to determine if you have NetDiver access, which is limited to Advanced or General users. Launching NetDiver from a Browser 2 You can open NetDiver in a browser using a Web address (also called the URL). You may have to contact your DiveLine Administrator to obtain the Web address for NetDiver. The NetDiver location depends on the name of the Web server hosting the application. Below are examples of different URLs that point to NetDiver The URL string is case sensitive. NetDiver Logon 1 After entering the URL, the browser opens to display the NetDiver Log On screen as shown in Figure Your actual logon screen may vary slightly if it was customized for your local environment Introduction

31 NetDiver Browser Interface Figure 1-15: NetDiver Logon Page To log on, complete the following steps: 1. Enter your DiveLine Username and Password. 2. If needed, enter the name of the DiveLine Server. 3. Click Log On. To start diving, select a Model or a DiveBook using the Open File dialog box. When you log directly into NetDiver, it is DiveLine that manages the user authentication process. NetDiver Browser Interface 1 When you launch NetDiver (i.e., from DivePort), it opens a new browser window and presents the same view of the data that appeared previously in the DivePort Marker (e.g., a report or graphic, with any associated QuickViews). The Distribution report displayed in Figure 1-13, when launched in NetDiver, appears as follows: Introduction 1-23

32 NetDiver Browser Interface Figure 1-16: NetDiver Browser Interface The callouts in Figure 1-16 highlight key areas of the NetDiver interface in a browser window (e.g., Internet Explorer), including the familiar Dive Window and Console. To obtain the version of NetDiver that you are using, click ABOUT to display the version number as shown in Figure Introduction

33 Using the Toolbar Figure 1-17: NetDiver Version Number From here, you can select rows and dive on Dimensions in the Console to continue your analysis. Using the Toolbar 1 The toolbar shown in Figure 1-18 contains a group of icons that represent the command structure for NetDiver. Figure 1-18: The Toolbar The buttons in the toolbar provide quick access to NetDiver functionality. Depending on your context within the application, if a feature is unavailable, its button is grayed out. Table 1-3 list all the toolbar commands and a brief description of their functionality. Introduction 1-25

34 Using the Toolbar Table 1-3: Toolbar Functions and Descriptions Function Image Description Undo/Redo Open File Undo, when active, reverts to previous user action in a Dive Window, such as Find, Focus, Sort, or switching between views. Redo, when active, reverts to action previously undone. Displays Open File dialog box. This action displays files that are available to you, based on user profile, on the DiveLine server. An empty folder indicates that you do not have access to its files. Open DiveBook Shows the currently active DiveBook, or displays the Open DiveBook dialog box. The DiveBook is a file that helps you to organize and index frequently used Tabulars, Reports, Plots, and Dive- Plans. Save Marker Saves the current dive as a Marker. Save into DiveBook Switch the view to Tabular Switch the view to MultiTab When enabled, click to save the active Marker into the DiveBook as a topic. Reverts the current Dive Window, if it is a Graphic, MultiTab, CrossTab, MultiCrossTab, or Report, to the default Tabular view, which resembles a spreadsheet. Displays many Dimensions and Summaries. MultiTab Dive arrows point to the right, not down. MultiTab does not dive deeper. Excellent for reports; last dive before switching to a report Introduction

35 Using the Toolbar Table 1-3: Toolbar Functions and Descriptions Function Image Description Switch the view to CrossTab Switch the view to MultiCross Tab Switch the view to a Graph Switch the view to a Report Flip Table or Graph Axes Focus/Stop Focus Group/Stop Group Sort Up Combines two Dimensions, a vertical and a horizontal, for a single Summary (data column). Values of one Dimension appear down the left side, and values of the other Dimension appear across the top, creating columns. Combines two Dimensions, displaying one horizontally and the other vertically (includes the values of one or more Summaries). Converts the Dive Window to one of many standard types of graphs (e.g., bar, line, pie plots, etc.). Converts the current Dive Window to the Report view, which is a tabular display of data enhanced with customized options, such as titles, column headers, page breaks, and selective coloring. Swaps the vertically displayed information with the horizontally displayed information. Available for Tabular and most Graph views. Removes unwanted items from the Dive Window. You can select row or column information (but not simultaneously) for viewing purposes. Treats multiple horizontal Dimension values as a single unit. Once grouped, further Dive actions are available. Sorts Summary and text information in a Dive Window in ascending order by the values in the column, maintaining row relationships. When sorting a Summary or ASCII, the minimum value moves to the top row. For example, when sorting Summaries, the minimum numerical value moves to the top row. Introduction 1-27

36 Using the Toolbar Table 1-3: Toolbar Functions and Descriptions Function Image Description Sort Down Find Sorts Summary and text information in a Dive Window in descending order by the values in the column, maintaining row relationships. When sorting a Summary or ASCII, the maximum value moves to the top row. For example, when sorting alphabetical text, values beginning with Z appear at the top and A at the bottom. Depending on the type of column selected, displays the appropriate Find dialog box (e.g., Find String, Find Numbers, Find Date Range, and Find Period). Find locates one or more rows within a single column. Show/Hide Console A toggle that shows or hides the Console window. Logging Off 2 Once you open a NetDiver session, the application will stay connected to DiveLine until you click the LOG OFF button. However, if you close the browser (i.e., without logging off ), it will also disconnect DiveLine given the following: The browser is Internet Explorer The browser is not blocking active content Stated differently, active content refers to some sessions that you terminate by closing the browser but could continue to tie up connections and the allocated memory until they time out. Check with your administrator about configuring an optional Session Timeout for your DiveLine. Depending on your environment, it is best practice to log off NetDiver before closing the browser. Dimensional Insight recommends that you do not use the browser Back button for navigational purposes during a NetDiver session. Because many actions in NetDiver require interaction with the server to maintain its current state or status, using the Back button does not pass this interaction back to DiveLine. As a result, NetDiver cannot maintain or re-establish its state. Use the toolbar buttons to navigate through your NetDiver content. Use Tabs to navigate between DivePort and NetDiver and other browser content Introduction

37 Using the Toolbar Saving and Printing 1 NetDiver has options for saving your work in a Marker (i.e., the data displayed in the Dive Window) on the server for later reuse. You can also save the results of a dive by clicking the following buttons: XLS Exports the contents of the Dive Window to Excel PDF Exports the contents of the Dive Window to Adobe Acrobat Once your data is in Excel or Adobe Acrobat, you can use these applications to print or save a file to disk. You can also use the Print option in the browser to print the active window. Using the PDF button is the best choice for printing a multi-page report while preserving the format. Using the XLS button, however, lets you save the data for further manipulation, as well as printing. Opening Excel Applications 1 The default behavior when clicking the Open in Excel button in a Microsoft browser is to open the Excel application in a new browser window. To avoid the possibility of opening a number of browser windows while using NetDiver, you can complete the following actions to change the Microsoft Windows Folder Options to open the Excel application directly. 1. Open Windows Explorer and select Tools. 2. Select Folder Options, and then select the Files Types tab. 3. Locate and then select the Excel file type, XLS. 4. Click Advanced. 5. Uncheck the Browse in same window option. 6. Click OK. Excel, when launched from NetDiver, will now open outside the browser. Be aware that the steps you need to take to update folder option settings may vary by the type of operating system you are running. Introduction 1-29

38

39 Chapter 2 Getting Started 2 Opening Sample Data Files 2 Before you begin, contact your Diver Solution Administrator for instructions on how to launch NetDiver on your company s network. Once you are in NetDiver, you need to locate the sample data folder that contains the data set to use with this tutorial. The sample data folder should be named SampleData-DiverTutorial. Contact your administrator if you cannot locate this folder. (See About This Tutorial on page 1-1 for more details.) In this lesson, you will: Open your SampleData folder (e.g., SampleData-DiverTutorial) Verify that you have the required files for this tutorial (i.e., demo_drl.dbk, demo_drl.dvp, and demo_drl.mdl) To access the SampleData folder (i.e., located on the DiveLine server), complete the following steps: 1. On the toolbar, click Open File. The Open File dialog box displays folders and files configured by your DiveLine Administrator, who determines what you can access by setting user permissions. Getting Started 2-1

40 Opening Sample Data Files 2. Navigate to the SampleData folder specified by your administrator. For this tutorial, the name of the data folder is SampleData-DiverTutorial and should resemble the dialog box below. The SampleData-DiverTutorial folder should contain the demo_drl.dbk, demo.drl.dvp, and demo_drl.mdl files. Note that it is possible that someone else may already have stepped through this tutorial and saved their work. If so, your experience may vary somewhat from what is presented here. Opening a DiveBook 2 You retrieve data in NetDiver through the process of diving. Diving enables you to select, structure, and save particular portions of your data in a presentation, such as a tabular or a graph. You can organize these presentations in DiveBooks for easy retrieval. In this lesson, you will: Open a DiveBook Navigate and view tabulars, graphs and reports that are stored in the DiveBook Log out of NetDiver Complete the following steps: 1. Launch NetDiver, and click the Open DiveBook button. The first time you start NetDiver, 2-2 Getting Started

41 Opening Sample Data Files it will display the Open DiveBook dialog box. You can also open a DiveBook (.dbk) file using the File Open button. 2. Open the NetDiver sample data folder (e.g., SampleData-DiverTutorial), then double-click demo-drl.dbk to open the DiveBook Select dialog box. Getting Started 2-3

42 Opening Sample Data Files The DiveBook Select dialog contains the following sections: Areas Topics Topic Info (displays descriptive text about the selected Topic) The Areas list shown above includes Tabulars, Charts, and Reports. Within each Area, the Topics section lists the names of saved presentations, which could include Markers, DivePlans, or links to other files. Markers and DivePlans retrieve the latest data available in a refreshed Model. Saving these files in a DiveBook makes it easy to retrieve the presentation whenever you want to view updated data. 3. To view Topics stored in Charts, select its name. Notice that the list of Topics changes when you select a different Area. The refreshed DiveBook Select dialog box appears below. 3. To display Bar: Cost and Revenue, a Bar Plot graphical display, select the Topic name and click OK. The presentation opens in NetDiver as shown on the next page. 2-4 Getting Started

43 Opening Sample Data Files. If a presentation report does not fit into the display frame, NetDiver provides a horizontal and/or vertical scroll bar. To increase the display space, you can temporarily hide the Console (i.e., click the Hide/Show Console button). 4. To open a different presentation, click Open DiveBook and select a new Topic. For example, select Reports then the Cost of Product by Quarter report. Getting Started 2-5

44 Opening Sample Data Files 5. Click OK to open the Cost of Product by Quarter report. This report shows Total Cost broken down by Product Family and Sales Quarter. Move the scroll bars to read all data in the report. 6. To close the Dive Window, click the Exit icon (i.e., an X). 7. To close the Console, click its Exit icon. 8. To exit NetDiver, click the LOG OFF button. 2-6 Getting Started

45 Opening a Model Opening a Model 2 A Model is an optimized data structure that NetDiver uses for rapid querying and reporting. In this lesson, you will learn how to: Open a Model by opening its DivePlan Open Categories View Dimensions Complete the following steps to open a Model in your SampleData folder. 1. Open a browser window and log into NetDiver. 2. If the Open File dialog box does not appear, click Open File. 3. Navigate to the SampleData-DiverTutorial folder as shown in the following picture: 4. Double-click demo_drl.dvp. The name of the opened Model and its contents appear in Getting Started 2-7

46 Opening a Model the Console window. If the Console is not visible, click Show the Console. Note that the demo_drl.mdl file contains the following Categories: Orders, Customer Data, Sales Force, and Products. Categories, which function like folders, group related Dimensions. 5. To view Dimensions grouped in Categories, expand all of the Categories by clicking the Getting Started

47 Opening a Model icon next to the Category name. The demo_drl.mdl used for this tutorial contains the following Categories, Dimensions, and DimCounts. Orders Date (388) YearMo (18) Quarter (6) Customer Data Customer (408) Customer Name (381) Geographic Key (185) SIC Description (21) Sales Force Salesperson (60) Sales Region (6) Products Product Family (9) Product Name (109) Each Dimension represents a different method of organizing and viewing your data. The number in parentheses following a Dimension is a DimCount, short for Dimension Count. DimCounts indicate the number of values there are in the Model for the given Dimension. For example, demo_drs.mdl has 9 Product Families and 109 Product Names. You can Getting Started 2-9

48 Performing NetDiver Basics dive on or view the values for a Dimension if the Dimension name in the Console is preceded by a down arrow. When diving into your data from the Console, the Dive Window will show Dimension values and any Summaries (i.e., numeric data associated with the Dimension value). Finally, the Console window also displays Info Fields, which are additional pieces of data related to a particular Dimension value. Performing NetDiver Basics 2 This section describes how to perform basic NetDiver functions in an open Model (i.e., demo_drl.mdl). Remember, diving is the process of using NetDiver to select a Dimension in the Model to retrieve specific details about that Dimension from the entire data set. In this lesson, you will learn how to: Dive into a Model Sort and Focus on data Add a calculated column Save a Marker 2-10 Getting Started

49 Performing NetDiver Basics Diving into a Model 2 Follow the steps in this section to perform an initial dive into the sample Model (i.e., demo_drl.mdl). 1. Launch NetDiver, and click Open File to open the SampleData-DiverTutorial folder. 2. Double-click demo_drl.mdl to open a Dive Window and the Console as shown in the previous topic, Opening a Model. 3. Open the Sales Force Category, and double-click Salesperson to view the 60 values available for that Dimension. Getting Started 2-11

50 Performing NetDiver Basics 4. The resulting Dive Window should look similar to the following: Notice that the Dive Window displays as many rows as can fit in the active window. Use the vertical scroll bar to view the remaining rows. For each Salesperson, the Dive Window displays the following Summaries: Units Total, Cost Total, and Revenue Total. This window represents the initial dive into the Salesperson Dimension for the Model. The default window type for an initial dive is the Tabular display, which is similar to a spreadsheet. Note that the position of the Totals row at the top of the Dive Window is identical for each initial dive in the same Model. For subsequent dives on a different Dimension, you must select a Dimension value (i.e., a Salesperson) in the leftmost column of the Dive Window. Note that selecting a number in a Tabular dive automatically selects the corresponding Dimension value (e.g., Bailey) and the corresponding Summary column header (e.g., Cost) in the same row. 5. Click on the Open icon (i.e., +) for the Orders, Customer Data, and Products Categories to view their Dimensions. 6. To perform a second dive, select a Salesperson in the left-hand column (e.g., Bailey) and 2-12 Getting Started

51 Performing NetDiver Basics double-click. Notice the changes in the Console. By choosing Bailey as your second dive, the Console refreshes all of the Dimension DimCounts specific to Bailey, such as Sales Region (now Boston), Customer Name (total of 11), and Date (total of 388). Some DimCounts that are common to all Salespersons, such as YearMo (18), do not change. Diving for Answers 2 Now that you are more familiar with NetDiver concepts and the user interface, you can test your knowledge by asking a business-related question and figure out how to get the answer by using NetDiver. In fact, to make it more interesting, you can also ask the same question in a slightly different way and see if you get the same results. In this lesson, you will learn hints or best practices when diving for data, including: Write down the question Parse the question into arguments or specific Dimensions Dive backwards Backward diving as a best practice suggests that the last Dive Window (or child window) contains all the values (i.e., the answer) to the business question. For example, if the question is Who are all the Customers who bought Brand X from Getting Started 2-13

52 Performing NetDiver Basics Salesperson A in Year 2011?, then the Dimension Customer represents your last dive even though it appears at the beginning of the question. You can dive on the other Dimensions (i.e., Brand, Salesperson, and Year) in any order and still generate the same result. Backwards diving is simply a good way for you to think about how to order your Dive path to produce the desired result in the last Dive Window. Note that the final Dive Window yields the same results regardless of diving order only when you dive on individual Dimensions. If you Group Dimensions while diving, the final Dive Window will yield a different result. Choose the correct Model The last Dive Window should contain all the values (the answer) that match the question Check the History region of the Console Examples 1 and 2 below ask the same business question in a slightly different fashion. Example 1 What are the names of the customers who purchased cottage cheese from George Bailey in the first quarter of 2007? Example 2 What are the names of the customers who purchased cottage cheese in the first quarter of 2007 from George Bailey? The result, stated somewhat differently in both questions, is to learn the names of all the customers who purchased cottage cheese from George Bailey Getting Started

53 Performing NetDiver Basics Table 2-1 parses Examples 1 and 2 into Dimensions and then shows how to dive in reverse order or backwards. Table 2-1 also has a column (i.e., Dive 3) that shows the optimal order for diving, which filters data the fastest by diving in ascending order of Dimension DimCounts, beginning with the Dimension with the least number of unique values (i.e., lowest DimCount). Table 2-1: Parsing a Question into Values for Diving Parse Ex. 1 Dive 1 Backwards Parse Ex. 2 Dive 2 Backwards Dive 3 Lowest DimCount Customer Quarter:2007/1 Customer Cottage Cheese (part of Product Family) George Bailey (a Salesperson) Salesperson: Bailey Quarter:2007/1 (a Quarter) Customer Product Family: Cottage Cheese Quarter: 2007/1 The process of diving for results becomes easier when you understand your field names and the values they contain. For example, it is important to know that George Bailey is a Salesperson and not a Sales Manager. To verify that Dives 1, 2, and 3 in Table 2-1 yield the same results, follow the steps in this section by diving into the sample Model (i.e., demo_drl.mdl). 1. Launch NetDiver and open the demo_drl.mdl file using File Open. 2. If needed, expand all the Categories in the Console. 3. Using the Dive 1 Backwards column as a guide, dive into the Model in the following order: Quarter: 2007/1 Salesperson: Bailey Product Family: Cottage Cheese Customer Salesperson > Bailey Cottage Cheese (part of Product Family) Quarter: 2007/1 Product Family: Cottage Cheese Quarter (6): 2007/1 Product Family (9): Cottage Cheese Salesperson (60): Bailey George Bailey (a Salesperson) Customer Customer (408) The final Dive Window has the answer to the Example 1 question, What are the names of the customers who purchased cottage cheese from George Bailey in the first quarter of Getting Started 2-15

54 Performing NetDiver Basics 2007? as follows: Notice the Dive 1 order in the History region of the Console. Double-click a Dimension row in the Console to make that Dive Window visible. The final Dive Window (i.e., Customer) shows that the following seven customers that bought cottage cheese from Bailey in Quarter 1 of 2007: Mighty Mart Foods Alexander Distributing of Deans Milk Highland Dairy Foods Webeco Food Inc Webbs Sealtest Distributors Glencoe Butter & Produce Assn Ag Services Axelrod Foods Inc Dairy Products 4. Using the Dive 2 Backwards column as a guide, reset the Model to its initial state, and dive in the following order: Salesperson: Bailey Quarter: 2007/1 Product Family: Cottage Cheese Customer 2-16 Getting Started

55 Performing NetDiver Basics The final Dive Window with the answer to the Example 2 question, What are the names of the customers who purchased cottage cheese in the first quarter of 2007 from George Bailey? appears as follows: Notice that Dive 2 yields the same results in the final Dive Window as Dive 1, but the order in the History region of the Console is slightly different. 5. Using the Dive 3 Lowest DimCount column as a guide, dive into the Model in the following order: Quarter (6): 2007/1 Product Family (9): Cottage Cheese Salesperson (59): Bailey Customer The final Dive Window has the same answer to the Example 1 and 2 questions, but filters Getting Started 2-17

56 Performing NetDiver Basics the data the fastest by diving into Dimensions from the lowest to the highest DimCount. Notice that the final Dive Window for Dive 3 produces the same results as Dive 1 and Dive 2 even though all three dives used a different dive order. 6. To exit the dive (but not the Model), close all the windows that are open in the Dive path. The highest window is the first window that displays in the Console. Cascading 2 You can dynamically update the Dimension data displayed in one or a series of open Dive Windows in a Dive path (without closing and reopening the windows) due to the inherited, parent-to-child relationship of the windows. NetDiver refers to this feature as cascading. Because of the hierarchical relationship of tabular or graphical windows in a Dive path, you can update the Dimension value of a parent window and have all child windows reflect the change. You can create a cascade at any level in the Dive path by double-clicking a Dimension in the History region to bring the corresponding Dive Window to the foreground, then select a new Dimension value Getting Started

57 Performing NetDiver Basics The following picture illustrates how you can create a cascade by changing the Product Family value from cheese to milk using Dive 3 shown on the previous page. Note that if you change a value in the Product Family Dimension (e.g., switch from cheese to milk) that information will cascade down to any children windows (as long as the parent-child relationship remains intact). Getting Started 2-19

58 Performing NetDiver Basics For example, if you change the Dimension value to milk in the sample cascade window, the final Dive Window will show all the customers who purchased milk (not cheese) from Bailey in the first quarter of Sometimes changing a Dimension value at one level of a cascade dive can cause lower levels (i.e., open Dive Windows) along the Dive path to contain missing data. When this happens, windows without data will show a warning message similar to Tabular Window is blank because the parent window Customer Name [demo_drl.mdl-dive A] contains no data. If you see a similar message, select a different Dimension value in the parent window. Using Sort to Rank Values 2 You can sort values, either alphabetical or numeric, in ascending or descending order for a selected column in a Dive Window. You can sort using the Sort Up or Sort Down toolbar buttons. When sorting up, the minimum value moves to the top row (excluding Totals) and the maximum value moves to the bottom row. Sorting down is the reverse; the maximum value moves to the top and the minimum to the bottom row. Sorting up is useful when you want to view those rows (from a window with a large number of rows) with the smallest numbers at the top. Sorting text works the same as sorting numbers, but ASCII is the base for ordering. For example, text beginning with capital A to Z appears before text beginning with lower case a to z. Note that a child window in a dive inherits its sort order from its parent window. In this lesson, you will learn to: Sort up the numeric values in a Revenue Summary Sort down the numeric values in a Revenue Summary See the Diver manual for more information on sorting graphs and reports Getting Started

59 Performing NetDiver Basics To learn how to sort numeric values up and down in a column, follow the steps in this section: 1. In an open NetDiver window, click Open DiveBook to display the Open DiveBook dialog box. 2. Double-click demo_drl.dbk, if needed. Otherwise, NetDiver automatically opens the DiveBook with the first topic selected (i.e., Top 10 Salespeople: Revenue). 3. Click OK to open the selected Top 10 Salespeople: Revenue topic. 4. Click the Revenue Total column as shown in the following picture: Notice that the Revenue Total column, by design, displays Salesperson revenue numbers from highest to lowest. Fagin, because he is the top earner, appears in the first row. Getting Started 2-21

60 Performing NetDiver Basics 5. To display the Revenue Totals for Salespeople in numeric order, starting with the lowest earner and ending with the highest, click the Sort Up button. The following picture shows the change in the Revenue Total column: Notice that Salesperson Landry moved from the last to the first row. 6. To return the Revenue Total sort order from highest to lowest, placing Fagin with revenue of $31,816, in the first position, click either Sort Down or Undo. Manipulating Columns 2 NetDiver allows you to change the layout and presentation of columns in a Dive Window. You can change which columns of data to display, including their order or position and attributes. Column operations do not add any new data to a Model. However, you can create new columns that represent the results of calculations on existing data in the Model Getting Started

61 Performing NetDiver Basics In this lesson, you will learn how to: Add a column Change the order or position of a column Add a calculated column Save a Marker (to retain changes made to the DivePlan) Delete a column Adding a Column 1 This section describes how to use the Select Columns dialog box to add a new column to a Dive Window. Complete the following steps: 1. In an open NetDiver window, click Open DiveBook to display the Open DiveBook dialog box. 2. Double-click demo_drl.dbk, if needed. Otherwise, NetDiver automatically opens the DiveBook with the first topic selected (i.e., Top 10 Salespeople: Revenue). Getting Started 2-23

62 Performing NetDiver Basics 3. Click OK to open the selected Top 10 Salespeople: Revenue topic. 4. Double-click the Units Total column heading to open the Select Columns dialog box. 5. Select Units Total, and click the Left Arrow button to move Units Total into the 2-24 Getting Started

63 Performing NetDiver Basics Available section. This step removes the Units Total column from the Dive Window. 6. Click OK. The Salesperson window appears, with the missing Units Total column, as follows: 7. To add back the Units Total column, double-click either the Cost Total or Revenue Total Getting Started 2-25

64 Performing NetDiver Basics columns to open the Select Columns dialog box. 8. Select Units Total, and click the Right Arrow button to move the Units Total column into the Selected section. This step adds the Units Total column to the Dive Window. TIP: Double-clicking the selected Units Total automatically moves this Summary into the Selected column Getting Started

65 Performing NetDiver Basics 9. Click OK. The Salesperson window appears as follows: Notice that NetDiver adds the Units Total column to the Dive Window to the right of the Revenue Total column. However, in terms of readability and understanding, it makes more sense to display Units Total to the right of the Salesperson column. The following section describes how to change the position of the Units Total column. Keep your NetDiver window open for the next lesson. Getting Started 2-27

66 Performing NetDiver Basics Changing the Position of a Column 1 This section describes how to re-position a displayed column in a Dive Window. Complete the following steps: 1. Starting with the open window in Step 9 from the previous lesson, double-click the Units Total column to open the Select Columns dialog box. 2. Select Units Total, and click the Up button twice to position this column before Cost Total Getting Started

67 Performing NetDiver Basics 3. Click OK to move the Units Total before the Cost Total column in the Dive Window. Adding a Calculated Column 1 This section provides an example of how you can create a new column by performing an arithmetic calculation on Summary fields that already exist in a Model. In NetDiver, calculations involve some type of string or numeric manipulation of the following: Constant values Summary fields Info Fields Other calculations Note that you can add columns that are not a result of a calculation. For example, you could add a Named Group that represents an existing Summary narrowed by a subset of data defined from a specific Dimension. In this lesson, you will learn how to add a new calculated column called Profit that is equivalent to Revenue Total minus Cost Total. 1. Starting with NetDiver as pictured in Step 3 on page 2-29, where you added and then moved the Units Total column. 2. Double-click any cell in the header row, such as Salesperson, Units Total, Cost Total, or Getting Started 2-29

68 Performing NetDiver Basics a blank cell to open the Select Columns dialog box. 3. Click the Edit Columns button to open the Edit Columns dialog box Getting Started

69 Performing NetDiver Basics 4. To open the Add Column dialog box, click Add. 5. To define the name for the calculated column, type Profit in the Column Name text box. The Model Columns section enables you to create a basic column from any Summaries built into the Model. The Total type column is the total represented by each Summary value (e.g., Units, Cost, or Revenue). 6. To define the calculation in the Definition text box (i.e., Profit = Revenue - Cost), click on Revenue under Model Columns. When you click Revenue, notice that NetDiver adds Total(Revenue) to the Definition text box. 7. To define the operator portion of the calculation, click the Subtraction (-) button to the right of the Definition box. Notice that NetDiver adds the operator to the right of Total(Revenue). Getting Started 2-31

70 Performing NetDiver Basics 8. To complete the entry of the calculation definition, click on Cost under the Model Columns. Notice that NetDiver adds Total(Cost) to the end of the calculation in the Definition text box. 9. To complete the definition of the Profit column, click OK. Notice that NetDiver adds Profit to the list of Columns in the Edit Columns dialog box Getting Started

71 Performing NetDiver Basics 10. Click OK to open the Dive Window that shows the Profit column added to the Tabular. You have completed this lesson. TIP: If you want to move the Profit column to a different position, follow the instructions in Changing the Position of a Column on page Saving a Marker 1 In the previous lesson, you added a calculated column called Profit to the Salesperson window. In all, the dive entailed ten steps to complete. To preserve these changes, you must save a Marker. A Marker is a file that NetDiver uses to save the steps taken in a dive, including the Dive Window and its attributes. A Marker contains a record of all the actions you have taken so far, including adding the new column. Note that you have the option of saving the calculated column to the Marker and/or the DivePlan. Saving the active Dive Window also includes the Dive path that leads to the Dive Window, and the Model containing the source data. Later, you can open the Marker and it will reflect any changes to the underlying data in the Model or DivePlan settings. In this lesson, you will learn how to save the Dive path created in the previous lesson to a Marker file and to a DiveBook. In most implementations, saving a Marker to a DiveBook is an administrative function. 1. After completing Step 10 in the previous lesson, click the Save Marker button to open the Getting Started 2-33

72 Performing NetDiver Basics Save Marker dialog box. 2. Type Top10Sales.mrk into the File name box, and choose a directory to save the file (e.g., SampleData-DiverTutorial). 3. Click Save. 4. Alternatively, you can save the Marker to a DiveBook file by clicking the Save into DiveBook button (i.e., instead of Save Marker). 5. Enter the name of the DiveBook (e.g., demo_drl.dbk) in the Name box, and select one of the following Areas: Tabulars Charts Reports For this tutorial, save the Dive Window as a Marker in the sample data folder as Top10Sales.mrk Getting Started

73 Performing NetDiver Basics Deleting a Column 1 You can delete a column the same way that you added a column in the Adding a Calculated Column lesson. In this lesson, you will learn how to use the Select Columns dialog box to delete a column. 1. Open NetDiver and the Top10Sales.mrk file from the previous lesson. 2. Double-click on the Profit column header to open the Select Columns dialog box. 3. To delete Profit from the Dive Window, select Profit and click the arrow button to move the calculated column to the Available section. Alternatively, double-click Profit to toggle Getting Started 2-35

74 Performing NetDiver Basics the column between the Available and Selected sections. TIP: This step removes Profit from the Dive Window, but it remains in the DivePlan (i.e., if you previously saved the Marker or column to the DivePlan). When Profit appears in the Selected section, it becomes visible in the Dive Window. Using Focus and Group 2 The lessons in this section describe how to use NetDiver commands to search a Model for specific types of information, group multiple Dimension values as a single unit for further diving, and how to zero in or focus on selected rows and columns in a Tabular window for closer inspection. Using Focus 1 The Focus command, which works with both manual selection and the Find command, enables you to examine a smaller subset of information in a Dive Window. You can choose Focus from the Organize menu or as a toolbar button. In a Tabular display, the Focus command lets you look more closely at desired items by removing unwanted items from view. Focus is similar to specifying a print selection in a word processing document; NetDiver only displays selected items of interest. In this lesson, you will learn how to use Focus/Stop Focus commands with a Tabular display. Refer to the Diver manual for additional information on how Focus works with other display types, such as charts and maps. 1. Open NetDiver and the Top10Sales.mrk file. If needed, add the Profit column to your 2-36 Getting Started

75 Performing NetDiver Basics NetDiver Window. 2. To examine the top 3 sales performers (i.e., Fagin, Lombardi and Kagey), select their rows using Shift+Click or Ctrl+Click. Getting Started 2-37

76 Performing NetDiver Basics 3. Click the Focus button to remove the non-selected rows of Salesperson data from the Dive Window. TIP: To revert the Dive Window back to all 10 Salesperson (See the graphic in Step 1), click the Undo (not Unfocus) button. The following picture shows how History appears in the Console. Notice that History shows that the Top10Sales.mrk file has a previous Focus Rows action. Applying Focus to the top 3 Salespersons is the second Focus Rows action. Be aware that if you click Stop Focus, then NetDiver reverts the Dive Window back to its original state. Can you guess what it will look like? The following picture shows the Dive 2-38 Getting Started

77 Performing NetDiver Basics Window after applying Stop Focus. Notice that NetDiver displays the Salesperson Tabular for all Salesperson values, not just the top 10. Also, notice that the first row now displays Totals and not Subtotals. Getting Started 2-39

78 Performing NetDiver Basics Check out History in the Console: The History section shows that the original Top10Sales.mrk file in the DiveBook contained a Focus Row action. TIP: Whenever the Summary row (i.e., the first row of a Tabular) displays Subtotals rather than Totals, it indicates that NetDiver is only computing totals from items in a focus. 4. If you wish to view just the Revenue Total and Profit Summaries for all 10 of the Salespersons, select the Revenue Total and Profit columns, and click Focus (i.e., the 2-40 Getting Started

79 Performing NetDiver Basics camera icon) on the toolbar. Using Group 1 When diving, the Group command lets you treat multiple Dimension values as a single unit for further diving. To create a group, select some Dimension values from the leftmost column of a plain Tabular (or CrossTab) window. The Group command is available as a button on the toolbar. Once created, the Group label changes to Stop Group in the toolbar. Additionally, the label Totals in the leftmost column changes to Group. Double-clicking Group enables another dive and updates the Console for the whole group, as though it were one Dimension value. If you choose Stop Group, NetDiver will undo the grouping but still keep group members in focus (i.e., until you choose Stop Focus). If you dive deeper than the group in your Dive path (i.e., a child window exists), NetDiver disables the Stop Group command until you close any child windows and return to the Dive Window where you first defined the group. Unlike the Focus command where you can continue to zoom in and create smaller focus sets, you must perform Stop Group before doing any of the following: Create a new Group Perform a Find Perform a Focus Getting Started 2-41

80 Performing NetDiver Basics It is possible to have multiple groups at one time, but they must be in different Dive Windows (i.e., Dimensions). Once you dive past a group, it is possible to create another group in the same Dive path. In this lesson, you will learn how to create and stop groups. 1. Open NetDiver and the Top10Sales.mrk file, with the calculated Profit column, in a Dive Window. 2. To create a group using the top 3 sales performers (i.e., Fagin, Lombardi, and Kagey), select their rows using Shift+Click or Ctrl+Click. 3. Click the Group button to create a group (i.e., a single Dimension value) for further 2-42 Getting Started

81 Performing NetDiver Basics diving by aggregating the three Dimension values of Fagin, Lombardi, and Kagey. Notice that the label for the first row changed from Subtotals (i.e., result of a Focus action) to Group. The Console appears as follows: Getting Started 2-43

82 Performing NetDiver Basics 4. To dive on the Group, double-click Group in the Dive Window. The Console displays Group as the Salesperson Dimension value, and arrows appear next to the Dimensions that you can dive on Getting Started

83 Performing NetDiver Basics 5. Double-click on Product Family to open a new Dive Window (i.e., a child window). The Console for the above dive appears next. Getting Started 2-45

84 Performing NetDiver Basics Using Group with Others 1 The Group with Others option is available in the Find dialog box and is similar to the Group command. Group with Others treats multiple Dimension values in the leftmost column of a Tabular that you select as two separate units. The values you select are one group and the remaining, non-selected values are the second group. NetDiver adds the label Others for the second group. Double-click either label, Group or Others to update the Console for further diving You typically would use the Group with Others option after performing Find and Focus actions with the Find command. To stop a Group with Others action, close its Dive Window under History in the Console. In this lesson, you will learn how to use the Group with Others option. 1. Open NetDiver and the Top10Sales.mrk file. If needed, add the Profit column to your Tabular. 2. Click the Find button to open the Find String in Salesperson dialog box and select the following options: Focus Focus and Group with Others 2-46 Getting Started

85 Performing NetDiver Basics First 3 Items 3. Click Find All to open the Dive Window showing the first 3 Salespersons and an Others row, which shows aggregated totals for the remaining 7 Salespersons from the Top10Sales.mrk file. You can further dive on either Group or Others as individual values. The same rules that apply to Group also apply to Group with Others. 4. To stop the Group with Others action, close the Dive Window. Getting Started 2-47

86 Performing NetDiver Basics Find Dialog Box Variations 2 NetDiver presents several different types of Find dialog boxes depending on your column or row context in the Dive Window when you search using the Find command. Each NetDiver column contains data that falls into one of the following types: String, Numeric, Date, or Period. Depending on the type of row or column you select, Diver presents one of the following types of Find dialog boxes: Find String Find Numbers Find Date Range Find Period Range Using Find dialog boxes, NetDiver can find and perform operations on the following types of information in a Dive Window: Dimension values Summary data Info Field values To initiate a Find action, you must select a row or column heading label. You can also click on a cell in a Tabular, and NetDiver will automatically select the corresponding row and column label. You can only search through one column of data, but you can search on many rows. If you invoke Find without selecting a column or row, the Find action defaults to searching the leftmost column (i.e., typically a string). There are some common search parameters that appear in some or all of the different Find dialog boxes. Click on the Options or Advanced Find buttons in each dialog box to view a complete list of options. Embedded in each Find dialog box is the Action on Find section, which enables you to configure the results of your search using the Group or Group with Others actions described in a previous lesson. In this lesson, you will learn how to use the Find String and Find Numbers dialog boxes when searching rows or a column. For a more in-depth discussion of the various Find dialog boxes, see the Diver manual. Using the Find String Dialog Box 1 In this lesson, you will learn how to use the Find String dialog box to examine the Revenue and Profit numbers for your top Salesperson when selling Products (i.e., the Dimension) with the character string butter as part of the value. 1. Open NetDiver and the Top10Sales.mrk file. If needed, add the Profit column to your 2-48 Getting Started

87 Performing NetDiver Basics Dive Window. 2. Double-click on Fagin in the Salesperson column, and open the Categories in the Console to view the diveable Dimensions. Getting Started 2-49

88 Performing NetDiver Basics 3. Under the Products category, open a new Dive Window by double-clicking on Product Name. 4. Select a row value from the Product Name column, and click the Find button to open the Find String in Product Name dialog box Getting Started

89 Performing NetDiver Basics 5. Type butter in the Find text box, and click Find All. By default, NetDiver sets the Action on Find option to Focus. The results of the Find action display in the following child window: The Find results show that there were 4 different Product Names that had the text string butter in their label. You can see that Fagin sold more Whipped Butter in the 8 ounce tub than in the 12 ounce tub. To view what customers bought Whipped Butter in the 8 ounce tub, double-click on Butter-Whipped- 8oz. Tub, and then double-click on Customer in the Console to open a child window with customer information. Interestingly, by diving deeper into your data after a Find you can see that Fagin, the top Salesperson, is actually realizing a loss by selling Whipped Butter to certain accounts. TIP: To save this dive (or rather, the dive steps) so that you can monitor sales of Whipped Butter by Fagin into certain accounts, create a Marker. Specifically, instead of using Focus to hard code the summary results of a dive, you can use Find as shown in this example and save the logic. When you open this Marker Getting Started 2-51

90 Performing NetDiver Basics in the future, it displays the same Customer and Column Headings, but the Summaries reflect any data changes made to the Model. Opening the Marker in the future, you can evaluate whether or not there is a continuing negative trend of Fagin selling Whipped Butter into certain accounts at a loss. 6. To save this Marker, click Save Marker and enter a file name for the dive in the Save Marker dialog box, such as View_Fagin_Butter_Customers. Using the Find Numbers Dialog Box 1 In this lesson, you will learn how to use the Find Numbers dialog box to identify which of your top Salespersons are eligible for a company bonus. All Salespersons whose Profit totals exceed $1,000,000 are eligible to receive the bonus. 1. Open NetDiver and the Top10Sales.mrk file. If needed, add the Profit column to your Dive Window. Notice that most of the top 10 salespeople have exceeded the 1 million dollar bonus threshold, but there may be additional salespeople who are also eligible. Let s find them! 2-52 Getting Started

91 Performing NetDiver Basics 2. Select the Profit column header, and click the Find button to open the Find Numbers in Profit dialog box. 3. To find which of the Salespersons are eligible for the bonus, enter in the greater than (>=) text box, and click Find All. Notice that the results of the Find action show that 9 out of the 10 top salespeople are eligible for the bonus (Jefferey did not make the cut). Getting Started 2-53

92 Performing NetDiver Basics 4. To zero in on the numbers in the Profit column, click Focus. But are the above salespeople the only ones whose Profit number exceeded one million? Let s look at history in the Console. Consider: There is a sort on the Revenue Total column, but not Profit 2-54 Getting Started

93 Performing NetDiver Basics The Dive Window displays some but not all Salespersons because of a Focus action Find action searches only for those Salespersons in the Focus whose Profit numbers were greater than 1 million After the Find, NetDiver refocused the Dive Window to display only those Salespersons who met the Find search criteria Focus on the Profit column to facilitate analysis What next? Based on a look at history, it is possible that we might have missed some Salespersons who qualify for the bonus because of the focus in the Dive Window. Getting Started 2-55

94 Performing NetDiver Basics 5. To search for all Salespersons whose Profit exceeds $1,000,000, click the Unfocus button to display all Salesperson values (i.e., not just the top 10) in the Dive Window. 6. Now that the Dive Window contains all Salespersons, select the Profit column heading and click Find to open the Find Numbers in Profit dialog box. Type in the Find >= text box Getting Started

95 Performing NetDiver Basics 7. Click Find All to open a new Dive Window. Notice that the Dive Window now displays a complete list of all seventeen Salespersons with Profit greater than 1 million, who are eligible for the bonus. Getting Started 2-57

96 Performing NetDiver Basics 8. To make the numbers easier to read and print, sort the Profit column down by clicking the Sort Down button Getting Started

97 Chapter 3 Tabulars and Graphs 3 NetDiver supports a number of display formats that enable you to tailor and optimize the presentation of any particular set of data to the needs of your audience. The Tabular (i.e., similar to a spreadsheet) is the default presentation format for Model data. Tabular display formats include: Plain Tabular (default) CrossTab Multitab MultiCrossTab The Tabular works best for analysts who have the time to study and analyze data and who seek detailed answers to complex questions. Some formats like Bar Plots, Line Plots, and Calendars are best for quickly communicating trends and generalities. NetDiver also includes the following types of data presentation formats: Tabular Graphs (e.g., Scatter, Pie, Stack Plots, Cross Plots, 3-D Pie Plots, and Bubble Plots) Reports Due to the limited scope of this tutorial, the lessons in this section will cover Plain Tabular, CrossTab, and MultiTab display formats. Refer to the Diver manual for more information on all types of Diver display formats. Tabulars and Graphs 3-1

98 Table 3-1 provides a quick comparison of the different Tabular display format configuration properties. Table 3-1: Tabular Display Formats Tabular Type No. of Dims. No. of Summaries Description Plain Tabular 1 All/Many Default first dive format. CrossTab horizontal Dimension; 1 vertical Dimension. Only 1 Summary value. MultiTab 32 All/Many Displays many Dimensions and Summaries. MultiTab dive arrows point to the right; not down. MultiTab does not dive deeper. Excellent for reports; last dive before switching to a report. MultiCrossTab 2 Many 1 horizontal Dimension; 1 vertical Dimension. Can include many Summary values. If only 1 Summary value - use CrossTab. 3-2 Tabulars and Graphs

99 Basic Tabular Basic Tabular 3 All Tabulars look very much like variations of a spreadsheet. The basic Tabular, the default Dive Window, is the simplest Tabular format. The following Tabular is the familiar Dive Window that you have worked with in previous lessons. Like any spreadsheet, the row and column labels in the default Tabular specify what information you are viewing. The cells show specific data values. The basic Tabular can only display one Dimension (e.g., Salesperson), the leftmost vertical column, and as many Summary (and Info Fields) columns to the right of the Dimension column as configured in the current DivePlan. You can create or switch to different Tabular formats using buttons in the toolbar. For example, clicking the Tabular button will convert the active view (e.g., CrossTab, Graphical, or Report) to a basic Tabular view. Tabulars and Graphs 3-3

100 Creating a CrossTab Creating a CrossTab 3 A CrossTab enables you to combine two Dimensions in one table. NetDiver presents one Dimension vertically with its values as rows. The second Dimension appears horizontally with its values as columns. You can only include one Summary value in a CrossTab. The following picture shows how the initial Dive Window of the Top10Sales.mrk file that you have been using appears if you made it a CrossTab with Salesperson as the vertical Dimension, Quarter as the horizontal Dimension, and Revenue Total as the Summary. 3-4 Tabulars and Graphs

101 Creating a CrossTab In this lesson, to create the CrossTab shown above, complete the following steps: 1. Open NetDiver and the Top10Sales.mrk file. 2. To open the CrossTab Inputs dialog box, click the Switch the view to CrossTab button. Tabulars and Graphs 3-5

102 Creating a CrossTab 3. In the Horizontal Dimension pulldown, select Quarter. In the Column pulldown, select Revenue Total. 4. Click OK to display the Salesperson Dive Window configured as a CrossTab. Refer to the graphic at the beginning of this lesson for an explanation of the CrossTab labels. The CrossTab display allows you to examine your data using a combination of two Dimensions and one Summary in a variety of ways. Leave the CrossTab window open for the lesson that follows. 3-6 Tabulars and Graphs

103 Creating a CrossTab Diving from a CrossTab 3 You can dive from a CrossTab in the following ways: Select a Dimension value from the leftmost column (i.e., a row) Select a Summary value in a cell When you dive from a row value, NetDiver opens the child window in another CrossTab. Diving from a cell displays results in a Tabular window, including selected (i.e., viewable) columns from the original DivePlan. In either Dive mode, you can return to the original CrossTab Dive Window and cascade by double-clicking a different Dimension (row) or cell (Summary) value. To dive on a CrossTab Dimension value, complete the following steps. 1. Starting with the open CrossTab window in the previous lesson, double-click on Fagin to activate arrows in the Console. Tabulars and Graphs 3-7

104 Creating a CrossTab 2. To open a child CrossTab window showing the quarterly revenue totals broken down by Product Family for Salesperson Fagin, double-click on Product Family in the Console. Notice that the child CrossTab breaks down the gross quarterly revenue numbers for Fagin into revenue by product line per quarter. Stated differently, the revenue totals by product line in the child roll up to the gross revenue total in the parent. 3-8 Tabulars and Graphs

105 Creating a CrossTab To dive on a CrossTab Summary value, complete the following steps. 1. Starting with the open CrossTab window in the previous lesson, double-click on the cell value, 5,206,455.73, which is the intersection of Fagin and 2007/01, to activate arrows in the Console. Dive on Product Family for Dimension value=fagin Tabulars and Graphs 3-9

106 Creating a MultiTab 2. To open a child Tabular window showing the quarterly revenue total from 2007/01 for Salesperson Fagin broken down by Product Family, double-click on Product Family in the Console. Notice that the child Tabular breaks down the gross quarterly revenue number from the first quarter of 2007 for Fagin into revenue by product line for the same reporting period. Stated differently, the revenue totals by product line in the child roll up to the gross revenue total in the parent for the 2007/1 period. Creating a MultiTab 3 A MultiTab enables you to view many Dimensions in a Dive Window. After your initial Dive on any one Dimension, you can create a MultiTab view by selecting the Switch the view to MultiTab button in the toolbar. When you select MultiTab, the arrows in the Console point right (instead of down) indicating MultiTab view. When you select a Dimension in this view, NetDiver adds the Dimension and its values as a column to the Dive Window. You are not narrowing the data or diving down in this view. Typically, you might use MultiTab as the last display format before switching to Report display, because it enables you to simply add additional fields to a report. To dive deeper from a MultiTab, as in any other Tabular window, double-click a row you are interested in viewing Tabulars and Graphs

107 Creating a MultiTab The following picture shows how the initial Dive Window of the Top10Sales.mrk file that you have been using appears if you made it a MultiTab by clicking the MultiTab button and then choosing Product Family. Tabulars and Graphs 3-11

108 Creating a MultiTab In this lesson, to create the MultiTab shown previously, complete the following steps: 1. Open NetDiver and the Top10Sales.mrk file. 2. Start a dive, by double-clicking on Fagin. Note that you do not have to start a dive with a diveable Console (i.e., with down-pointing arrows) before switching to MultiTab view Tabulars and Graphs

109 Creating a MultiTab 3. To start a MultiTab, click the Switch the view to MultiTab button. The picture below shows how the arrows change in the Console (notice that they point horizontally). 4. To add Product Family values (i.e., Butter, Cheese, and so on) to the Dive Window for each Salesperson, double-click Product Family. See the MultiTab picture in the introduction to this lesson. 5. To further sub-divide Fagin and Product Family, double-click Product Name in the Tabulars and Graphs 3-13

110 Creating a MultiTab Console to show totals for Fagin > Product Family by Product Name. Diving from a MultiTab 3 You can dive from a MultiTab in the following ways: Select a Dimension value from the leftmost column (i.e., a row) Select a Summary value in a cell Diving on a Summary value in a cell is equivalent to diving on a row for a MultiTab. Selecting a cell value automatically selects its row and column heading labels. In this lesson, you will learn how to dive from a MultiTab view. 1. Starting with the open MultiTab window in the previous lesson, double-click on the first Fagin value (i.e., Butter - Butter-Whipped 12 oz. Tub) to activate arrows in the Console Tabulars and Graphs

111 Creating a MultiCross Tab 2. To view which customers bought Whipped Butter in the 12 oz. Tub from Fagin, double-click on Customer in the Console. Notice that there were 8 companies, starting with Instantwhip Foods Inc, who bought Whipped Butter in the 12 oz. tub from Fagin. Examine the Profit column to view which sales resulted in a profit or loss. Creating a MultiCross Tab 3 A MultiCrossTab enables you to format a Tabular with one vertical and one horizontal Dimension. The title of the Dive Window reflects the name of the vertical Dimension (e.g., Product Family or Salesperson). The name of the horizontal Dimension does not display, instead its individual values appear as column headings. For example, if the horizontal Dimension is YearMo, the columns might contain Summary values like Units Total, Cost Total, or Revenue Total. Each column heading for the horizontal Dimension contains one or more Summaries. After your initial Dive on any one Dimension, you can create a MultiCrossTab view by selecting the Switch the view to MultiCrossTab button in the toolbar. Tabulars and Graphs 3-15

112 Creating a MultiCross Tab The following picture shows how a MultiCross Tab appears in a Dive Window. In this lesson, you will: Create a MultiCrossTab display Dive on a cell In this lesson, you will work with the demo_drl.mdl file. 1. Launch NetDiver and open the demo_drl.mdl file. 2. In the Console, expand the Categories and double-click on Product Family. 3. Click the Switch the view to MultiCrossTab button to open the MultiCrossTab Inputs 3-16 Tabulars and Graphs

113 Creating a MultiCross Tab dialog box. 4. Select YearMo in the Horizontal Dimension pulldown and both Units Total and Revenue Total in the Columns section (use the CTRL key). 5. Click OK to display the Product Family MultiCrossTab that shows Units Total and Revenue Total by Year and Month for all Product Family values. Diving from a MultiCrossTab 3 You can dive from a MultiCrossTab in the following ways: Select a Dimension value from the leftmost column (i.e., a row) Select a Summary value in a cell In this lesson, you will learn how to dive from a MultiTab view, starting with a selected vertical Dimension value (i.e., Butter) from the MultiCrossTab in the previous lesson. 1. Continuing with the open MultiCrossTab window shown on page 3-17, double-click the first Product Family value (i.e., Butter) to activate arrows in the Console. 2. Double-click Salesperson in the Console window to display the following MultiCrossTab Tabulars and Graphs 3-17

114 Creating a MultiCross Tab Dive Window. The above dive shows side-by-side the number of Units sold (i.e. for Butter) and the Revenue amount for each month of the year per Salesperson. Close the window shown above to display the open MultiCrossTab window shown on page From here, you will dive on a Summary value in a cell. 3. Select the Revenue Total (2007/01) cell for Butter (i.e., $6,559,365.10) as shown in the following picture. 4. To view the Revenue Total breakdown per Salesperson for this YearMo period (i.e., 2007/ 3-18 Tabulars and Graphs

115 Creating a MultiCross Tab 01), double-click Salesperson in the Console. 5. To confirm that you are viewing the Butter sales totals per Salesperson for a specific time period, check your dive steps in History. Tabulars and Graphs 3-19

116 Working with Graphs Working with Graphs 3 NetDiver offers a diverse selection (e.g., there are 18 types of plots) of graph types, from the simple to the complex. You can change the current display to a graphical format by clicking the Switch the view to Graph button on the toolbar. Choosing the Graph option opens the Select Graph Type dialog box, which enables you to select the type of graph you wish to create. You can click on the name of a Graph style in the Categories section to view the different types of graphs you can select within that category. Table 3-1 identifies all of the graphs available in NetDiver. Table 3-1: List of NetDiver Graphs Basic Plots Cross Plots Stack Plots Pie Plots Scatter Plots Bar Plot Bar Cross Plot Bar Stack Plot Pie Plot Scatter Plot Line Plot Line Cross Plot 3-D Bar Stack Plot 3-D Pie Plot Scatter Plot (Line) Point Plot Point Cross Plot Scatter Plot (Point and Line) 3-D Bar Plot 3-D Bar Cross Plot Bubble Plot 3-D Line Plot 3-D Line Cross Plot 3-20 Tabulars and Graphs

117 About Basic Plots However, it is beyond the scope of this tutorial to cover anything other than basic graph attributes, and, by way of illustration, the basic Bar Plot. Refer to the Diver manual for a more comprehensive discussion of Diver graph types. About Basic Plots 3 Basic Plots include the following types: Bar Plot Line Plot Point Plot 3-D Bar Plot 3-D Line Plot Within this group, the most commonly used plots (i.e., Bar, Line, and Point) each display a series of plotted points that correspond to the Summary values being plotted. Bar Plots contain a bar from each Summary value to an axis (e.g., x or y) that show the magnitude of the particular value. Line Plots connect values with a series of line segments, while Point Plots display a single point for each value. You can display Bar, Line, and Point Plots using either a horizontal or vertical orientation. Each of these basic plot types have identical labeling and tagging support. You can display Bar and Line Plots in either 2-D or 3-D. Additionally, all the elements (e.g., Summary, Calculated Column, or DimCount) of the basic plot types are basically the same. You can mix elements, up to a maximum of 16 elements per graph. Creating a Bar Plot 3 In this lesson, you will use the Top10Sales.mrk file as the starting point for creating Bar Plots so that you can visually compare the performance of the top salespeople by plotting Summary columns against the Salesperson Dimension, including the following: Creating Bar Plots with different column (i.e., Summary) values Flip graph axes to view the same data from a different perspective Tabulars and Graphs 3-21

118 Creating a Bar Plot 1. Launch NetDiver and open the Top10Sales.mrk file. 2. Click on the Revenue Total column heading. 3. To open the Select Graph Type dialog box, click Switch the view to a Graph button. Notice that Bar Plot is the default choice in the Basic Plots Categories Tabulars and Graphs

119 Creating a Bar Plot 4. Click Next to open the Set Data Attributes dialog box. Notice that you have the option of selecting the Units Total, Cost Total, Revenue Total, or Profit columns for plotting purposes. Also, to erase a column choice, select the blank pulldown option. 5. For this lesson, select Cost Total for Row 1 and Revenue Total for Row 2. Leave the default Plot Type set to Bar and the Y-Axis Column set to Left for each column. 6. Click Finish to display the bar plot graph of the Cost and Revenue Total columns for the Tabulars and Graphs 3-23

120 Creating a Bar Plot Top10Sales.mrk file with Y axis values in millions and the X axis values in Salesperson. 7. To create a bar plot that maps the Units Total against Profits per Salesperson, close the Dive Window, and open the Top10Sames.mrk file. 8. Click the Switch the view to a Graph button, and select Bar Plot as the Graph Type. 9. Select Units Total for Row 1 and Profit for Row 2. Leave the default Plot Type set to Bar and the Y-Axis Column set to Left for each column Tabulars and Graphs

121 Creating a Bar Plot 10. Click Finish to display the bar plot graph of the Units Total and Profit columns. 11. To view the above plot from a different perspective, click the Flip Table or Graph Axes button. Tabulars and Graphs 3-25

122 Creating a Bar Plot Based on the previous graph, you can easily see that Fagin eclipsed his peers in both Units Sold and Profit. To further assess Fagin s performance, the next lesson shows how to dive on the Customer Dimension. Diving on a Bar Plot 3 You can dive on a bar plot by selecting a vertical Dimension value, which is equivalent to selecting a row in a Tabular. When you select a Dimension value, the Console refreshes enabling you to dive further into the data. In this lesson, continuing with the previous bar plot, you will select Fagin and dive on Customer to view Units vs. Profit on customer-by-customer basis. You might be surprised by what the data reveals! 1. Starting with the bar plot from the previous lesson, click Fagin and notice that the row becomes highlighted and the Console becomes refreshed for diving. 2. Click Customer in the Console to open a Dive Window showing Units Total vs. Profit for each customer of Salesperson Fagin Tabulars and Graphs

123 Creating a Bar Plot Notice that the drill down on Customer shows that Fagin had outstanding profitability versus Units sold for the following three customers: Mid-Coast Foods Serpa JP Creamery Instantwhip Foods Inc. Surprisingly, however, Fagin posted somewhat dismal profitability numbers relative to Units sold for these customers: Romano Cheese Distributors Demoss Wayne Dairy Products Roma Food Enterprises of Florida By diving deeper into the numbers, your NetDiver analysis reveals that even though Fagin is an outstanding Salesperson with the best overall statistics in his peer group, there is still room at a micro level to improve sales performance with a number of his customers. Graph Type Examples 3 You can experiment with the different types of graphs that you can generate in NetDiver using the Switch the view to Graph button on the toolbar. This section presents some graph output examples so that you get an idea of the various formats available in NetDiver. Tabulars and Graphs 3-27

124 Creating a Bar Plot Figure 3-1: Sales Region 3-D Line Cross Plot of Revenue by Quarter 3-28 Tabulars and Graphs

125 Creating a Bar Plot Figure 3-2: Simplified Sales Region 3-D CrossPlot of Revenue by Quarter Tabulars and Graphs 3-29

126 Creating a Bar Plot Figure 3-3: 3-D Bar Stack Plot Units Total by Customer (Quarter) 3-30 Tabulars and Graphs

127 Creating a Bar Plot Figure 3-4: Scatter Plot for Product Family -- Revenue Total by Cost Total Tabulars and Graphs 3-31

128 Creating a Bar Plot Figure 3-5: Pie Plot -- Revenue Total by Product Family 3-32 Tabulars and Graphs

129 Chapter 4 Reports 4 A report in NetDiver is a dive in which you transform the final Dive Window into a Report View. Typically, you create a report before saving a Marker to distribute standard information to various people in the organization. A NetDiver report is not static. Once created, you can perform the following actions on a report: Use as a starting point for further diving Print as a hard copy Output to a PDF or Excel file You create reports in NetDiver in the following two ways: From a Tabular display From the Tabular underlying a graphic display Reports 4-1

130 Creating Reports From a Tabular or graphic display, click Switch view to a Report to open the Default Report dialog box. The options displayed in the dialog box may vary slightly, depending on the type of Tabular you are converting to a report. These lessons presented in this chapter lead you step-by-step through the key reporting features of NetDiver. Some steps may not be explained in full detail if they have already been covered in previous chapters. Creating Reports 4 Complete the lessons in the following sections to learn how to generate and customize reports in NetDiver. Basic Tabular Report 4 NetDiver reports are an important way to optimize information delivery within your organization. With many default reporting features and customizing options, NetDiver simplifies the conversion of various Tabular views into reports. In this lesson you will: 4-2 Reports

131 Creating Reports Create a report from a Tabular Specify a title Remove automatic page numbers Before you start this lesson, remember to always keep all Dimensions visible in the Console. 1. Launch NetDiver, and open demo_drl.dvp. 2. Click Sales Region in the Console to open the Sales Region Dive Window. 3. Click the Switch the view to a Report button to open the Default Report dialog box. 4. In the Title text box, type Sales Region Report. Reports 4-3

132 Creating Reports 5. In the Totals section, select Top. 6. Because this report only has one page, deselect the Page Numbers option, if needed. 7. Select Include Parent Info. Including parent information (i.e., more detail) is a good practice when the report is the final window of a multi-step dive. The completed dialog box should appear as follows. 8. Click OK to display the Tabular data from the Sales Region dive as a report. 4-4 Reports

133 Creating Reports 9. Click the Open as PDF button to open the report as a PDF file in Adobe Acrobat Reader. Notice that the report opens in a new browser window, where you can save, , zoom, or print this one page report. When you have multi-page reports, the Open as PDF option ensures that you can print the entire report, with the format shown in the NetDiver window. 10. Close all Dive Windows used in this lesson, except the Console. Reports 4-5

134 Creating Reports MultiTab Report 4 A MultiTab Report, which you generate from a MultiTabular display, allows you to view all the Summaries for multiple Dimensions. The current dive and Tabular options control the choices you can see in the Default Report dialog box. In this lesson, you will: Create a report from a MultiTab Add a title and include the date Compare two report styles If not already open, launch the demo_drl.dvp file. 1. From the Console, click Sales Region. 2. Click the Switch the view to MultiTab button, and click Product Family in the Console. 3. To add another column to the display, click Product Name in the Console. 4. Click the Switch the view to a Report button to open the Default Report dialog box. 5. Leave the default selections, but type Regional Product Profile in the Title box and 4-6 Reports

135 Creating Reports select Include Parent Info. 6. Click OK to generate the Regional Product Profile MultiTab report. To improve readability, notice how repeated items in the Tabular are blanked out and how the scroll bar on the right indicates more page data. 7. Click the Switch the view to a Report button. 8. This time, to change the formatting style of the report, select Indented Subtotal MultiTab from the Report Style pulldown. Reports 4-7

136 Creating Reports 9. Additionally, change the Title to Regional Product Detail and select the following options: Page Numbers Date Gridlines Include Parent Info 4-8 Reports

137 Creating Reports 10. Click OK to generate the Regional Product Detail MultiTab report. The Regional Product Detail report, although the data remains the same, appears slightly different than the Regional Product Profile report because you choose the Indented Subtotal MultiTab style. Notice that the above report includes a subtotal for each Sales Region (e.g., Units subtotal for Boston is 9,920,822). Use the vertical scroll bar to review all the pages in the report. 11. To save this report for future viewing, click the Save Marker button and name the Marker file regional_prod_detail. Click Save. If you open the Marker after the Model gets updated, the Regional Product Detail report will display the updated numbers. Reports 4-9

138 Creating Reports CrossTab Report 4 A CrossTab Report, which you generate from a CrossTabular display, allows you to combine two Dimensions in one graph or table, while showing one Summary numeric element. The current dive and Tabular options control the choices you can see in the Default Report dialog box. In this lesson you will: Create a CrossTabular report Sort the contents Dive and cascade If not already open, launch the demo_drl.dvp file. 1. From the Console, click Quarter. 2. Click the Switch the view to CrossTab button to open the CrossTab Inputs dialog box. 3. Select Salesperson and then Revenue Total from the Horizontal Dimension and Column pulldowns. 4. Click OK to open the Quarter CrossTab Dive Window Reports

139 Creating Reports 5. Click the Switch the view to a Report button to open the Default Report dialog box. 6. Leave the default selections, but enter Revenue by Quarter in the Title field and select the following options: Top (under Totals) Include Parent Info 7. Click OK to open the Revenue by Quarter CrossTab report. Reports 4-11

140 Creating Reports 8. To enable the Console for diving, click 2008/2 located in the first column of the report. 9. Click Product Family in the Console to show revenue Summaries per Salesperson, sorted alphabetically by Product Family value, for the second quarter of Click the Total column. 11. To sort the Product Family values from highest to lowest by Revenue Total, click Sort Down. 12. Retrieve the previous Dive Window by double-clicking on Quarter in the History area of the Console Reports

141 Using Reports saved to a DiveBook 13. Double-click 2008/1 and watch the information cascade for the first quarter of You can continue to experiment with cascades to get a better idea of how NetDiver lets you quickly view updated data for Dimensional values through the lens of dive windows in History. 14. Close all Dive Windows. 15. Close the Model. Using Reports saved to a DiveBook 4 To simplify the periodic retrieval of your data, NetDiver lets you save frequently used reports as Markers in a DiveBook. When you reopen a previously saved Marker, the report shows any updated Model data. In this lesson you will: Open a report from a DiveBook Print the report 1. Launch NetDiver, and click the Open DiveBook button. If you do not see the SampleData-DiverTutorial folder, navigate to its location. Reports 4-13

142 Using Reports saved to a DiveBook 2. Select demo_drl.dbk, and click Open. 3. Click Reports in the Areas section. 4. Click OK to open the Salesperson by Product Family default selection report Reports

143 Using Reports saved to a DiveBook 5. Click the Open as PDF button to open a new browser window with the report loaded in Adobe Reader. 6. Use File > Print to print the report, or File > Save As to save the report as a.pdf file. Reports 4-15

144 Using Reports saved to a DiveBook 7. Close all Dive Windows. 8. Exit NetDiver Reports

145 Index 0 A ABOUT menu display version number 1-24 adding a title to a report 4-3 Administrator who to contact 2-1 Adobe Reader 4-5 Apache Tomcat 1-1 application links used to launch NetDiver 1-21 Areas in a DiveBook 2-4 axes flip for table or graph 1-27 B Back button using in a browser 1-28 backwards diving 2-13 Bar Plot example of creating 3-21 Bar Plots overview 3-21 bookmarks saving Markers 1-17 Cascading an example 2-19 illustration of 2-19 overview 2-18 Categories defined 2-8 overview 1-7 Click Action Link access to NetDiver 1-19 Click Action Menu access to NetDiver 1-19 Columns adding 2-22 adding a calculated column 2-22, 2-29 changing the position of 2-22, 2-28 deleting 2-22 how to add example 2-23 how to delete 2-35 commands using the toolbar 1-25 configuring Dive Window content using Focus 2-36 Dive Window content using Group 2-41 Dive Window content using Group with Others 2-46 C Calculated column how to add 2-22 Index-1