canvasplanning:userguide:investigator

Investigator

To determine where a number in a report came, a user can right click on the number and select “Investigate” from the menu that appears. This opens the Investigator dialog box where a user can select from many options for the Investigation to perform on the lower level details that make up the number. The available options vary from the Simple Drill to immediate dependents on a single dimension, to a Multi-Dimension Drill to see dependents across multiple dimension like multiple Simple Drills at once, all the way to a Combined Analytic Drill to see things like most significant variance across things such as Departments, Products, and Clients at once.

If you have an expand on rows (like accounts) and have done overrides on that expand - you can no longer investigate on the dimensions overridden.

Investigation Type:

  • Simple Drill – Investigate by drilling down to lower level numbers across one dimension.
  • Multi-Dimension Drill – Investigate by drilling down to lower level numbers across multiple dimensions at the same time. This would be equivalent to performing multiple Simple Drill Investigations.
  • Combined Analytic Drill – Investigate by combining the request across multiple dimensions into a single Investigation operation. This option is useful for questions such as, where are the best sales numbers across all departments and all products, or where are the most significant variances across all departments and all products.

(Note: Above each Investigation is limited to evaluating a maximum of 1 million rows.)

  • Investigate Journal - Investigate to the web journals section.
    Open your excel report, make sure you filter on only 1 entity on this report.
    After choosing “Investigate Journal”, it will direct you to the web journal section.

Dimension – Select the dimension or dimensions to be used for the Investigation. For a Simple Drill only one dimension is selected. For Multi-Dimension Drill and Combined Analytic Drill multiple dimensions are selected, and with the order of the selection determining the order of the dimensions in the Investigation. The order of multiple dimensions in an Investigation is indicated by a number next to the dimension name.
Dimension Options:

  • Suppress if zero – suppress displayed rows based on the values of the report columns in the Investigation all having a value of zero.
  • Include all levels – include all levels in the hierarchy below the current member. When this option is selected the Levels down is disabled.
  • Levels down – the number of levels in the hierarchy below the current member to include in the Investigation.
  • Base level members only – Only display members at the leaf level of the Investigation.
  • Sort – Select what order the Investigation numbers should sorted. (Note: This option can only be set on the level 1 dimension for a Combined Analytical Drill.)
    1. Ascending – sort numbers from lowest to highest.
    2. Descending – sort numbers from highest to lowest.
  • Rank – Select how many sorted items of an Investigation should be included in the results displayed. (Note: This option can only be set when a Sort option is set, and for a Combined Analytical Drill it can only be set on the level 1 dimension.)
    1. First Count – display the first number of rows based on the count entered.
    2. First Percent – display the first number of rows based on the count entered as a percentage of the sum of all values.
    3. Last Count – display the last number of rows based on the count entered.
    4. Last Percent – display the last number of rows based the count entered as a percentage of the sum of all values.
    5. Significant Count – display the first number of rows based the sorted results of the absolute values.
    6. Significant Percent – display the first number of rows based the count entered as a percentage of the sum of all absolute values.
    7. Standard Deviation – calculates the mean and the standard deviation of all values, and displays only those rows that exceed the number of standard deviations entered from the mean of all values.
  • Count – a number entered for ranking. The number represents either a number of rows or a percentage of the sum of the values of all the rows based on the Rank selected.

Audit Log Info

When the Audit Log is enabled within an Application, the right click menu can contain Audit Log Info and Audit Log Rollback. The availability of these options is also controlled by security.

* Audit Log Info – When a cell is selected within a report, this option will create an Audit Log worksheet containing records of all changes that have been submitted for this number over time. When the cell selected represents a parent level member on any dimension, the Audit Log will contain all changes to all members that are children of the parent.

* Audit Log Rollback – When viewing an Audit Log worksheet you can select a record, or a range of records, and select this option to rollback data to previous values contained in the Audit Log. You are only permitted to roll back values for data which you have write access to. When an Audit Log worksheet is created the records are sorted from most recent changes to earliest changes. If you select a range of records to roll back, the records are always evaluated from top to bottom, to insure values are always rolled back to the earliest “From” value in the log records selected. If the Audit Log worksheet has NOT been sorted to a different order, this means all changes to the data will be rolled back to the earliest value.

  • canvasplanning/userguide/investigator.txt
  • Last modified: 2022/05/05 10:30
  • by pcevli