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The toolbar contains all the functionalities the user may use in his analysis. In the following sections the use of each of them is detailed.
Navigation
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It lets you undo or redo the last performed action(s). In this way the user can easily move to the previous query, just by undoing the last change.
Bear in mind that it is not the same to use this "Undo" option in the O3Portal toolbar as the "Undo" option in the navigation toolbar of the web browser itself.
Save View
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It allows users to save the current view. This option opens the "Save View" dialog box, which enables you to save the query being analyzed at the time. The name you wish to save the view by must be indicated and whether the view is shared with other users or not. That is, if other users are allowed to access the created view.
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- "Don't Share": if you do not wish to share the view with other users.
- "All": If you wish to share the view with all the users with access to the datamart
"Role Name": If you only wish to share the view with those users that share the same role with the person saving the view.
Print
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It lets you print the current view.
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This print preview allows you to configure print details through the "Options" menu, such as if you wish to report on dimensions and filters involved in the view, or if you wish to place that information at the top or bottom of the page.
Export
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It lets you export the information in the current view.
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- Format: PDF, HTML, XLS, CSV.
- Papar Size : Letter, Legal.
- Orientation : Landscape, Vertical.
- Export Type: O3 Table, Elegant.
Export Spreadsheet
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It lets you export the information in the current view to a spreadsheet in xls format.
Once this option has been selected, a "File Download" window pops up from which the view can be saved as a spreadsheet, or opened directly as such.
Show / Hide Pages Area
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It allows you to enable the Paging facility or "3rd analysis axis" for queries. When the paging is enabled, a sector with the reading "Drop dimensions here to define new pages", appears in the lower part of the analysis pane.
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If those arrows are disabled, it means that there are no other options for the parameters indicated in the previous dimensions.
Initial View
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It takes you to the query of the initial view, performed at the time of selecting the datamart or view.
Top Query
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It takes you to the Top Query, that is, settling in the top level of each of the dimensions participating in the current query. For instance, if the current query shows information on sales in a given month, when you go to the top query you will see the sales of all years reported in the datamart.
Rank
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It lets you rank the analyzed elements and define ranking type queries. This option opens a dialog box that lets you configure the order in which the elements of a dimension will be shown.
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In the same way this dialog box lets you configure the ranking of a query, it also eliminates existing rankings with the "Remove Ranking" button, in the bottom left hand corner.
Hide / Show
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It lets you hide elements of the analyzed view, which are not relevant at the time, though still part of the result of the performed query.
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In the same way they are hidden, the same dialog box lets you show the different elements again.
Swap Axes
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It lets you swap axes. The query remains the same, what changes is the location of axes in relation to one another.
Each time this button is activated the way in which information is displayed is toggled, columns become rows and vice versa. (that is, the X and Y axes are swapped)
Edit Calculations
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It lets you edit calculations performed by the user and add them to the analysis as new calculated rows or columns, which is done through the dialog box "Edit Calculations".
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By right-clicking on the calculated column or row header you may edit the expression to modify it eliminate the added column or row.
Spreadsheet
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It lets you swap to the grid viewing option (only enabled when in graph mode)
Show Chart
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It lets you swap to the graph viewing option.
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- 3D Grouped Bars.
- 3D Stacking Bars.
- 3D Monoseries Bar
- 3D Pie
- Bars
- Pyramid
- Tape
- Grouped Bars
- Stacked Bars.
- Monoseries Bars
- Pie
- Plot
- Scatter Plot
- Monoseries Plot
- Area
- Stacking Area
- Plot Dispersion XY
- Line Dispersion XY
- Monoseries Line Dispersion XY
- Bubble XY
- Bubble
- Radar Plot
- Radar Area
Rotate Chart
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This button is enabled when in the graphic mode and its effect is to rotate the graph view.
It is not an axes swap but a visual rotation of the graph. (i.e. if you could see vertical bars, now you will see horizontal ones).
Show / Hide Guidelines
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This button is enabled in graph mode and when pressed it shows the guidelines between values in the graph.
Show / Hide Values
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This button is enabled in graph mode and when pressed it shows the values in each sector.
Show / Hide Zeros
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It lets you show rows and columns with zeros.
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In such a situation, the default behavior is hiding the rows and columns that display only zeros in the Analysis Pane. This behavior can be modified selecting the option "Show Zeros"
Show / Hide NaN
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It lets you show rows and columns that contain indefinite values (NaN) (Not A Number).
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This behavior can be modified selecting the option "Show NaNs"
Chart Options
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They let you adjust the graph options by modifying the value corresponding to the axis as well as the value scale used.
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The user may change this behavior by indicating which is the minimum value they wish to view on the axis and how they want to represent the value scale.
Options
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The "Options" menu contains a set of actions the user may need at a given point in the analysis. They are actions that are not frequently used, that is why they are not displayed one by one in the toolbar, but grouped within this access. When clicking on the arrow by the "Options" label a sub-menu including the following possibilities opens:
- Show percentages in the columns.
- Show percentages in the rows.
- Show the long labels instead of the short ones for the elements in each dimension.
- Change the password of the user currently logged in.
- Enable the automatic refresh. It is used only when the refresh rate of the datamart is of a few minutes. In this case it may happen that during the user's session the datamart is updated.
This option makes the displayed information be reloaded even if the the user does not make any new query. The default refresh rate is 8 seconds, but this time is adjustable. - Show Status Bar
- Switch to Paged Mode (see Description of Paged Mode)
- In the Paged Mode, change page size
- Expand rows
- Show Headers
- Force NaNs to Zero
- Activate Automatic Rankings
- Show Linear Regression
- Display Correlation
- Show Row of Totals
- Show Column of Totals
Plug-ins
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It lets you access the Plug-ins associated to the cube being analyzed. Plug-ins refer to applications that are launched from the datamart, maintaining an interaction with the analyzed information.
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For more details on how to use the O3Query component, refer to the O3Browser end user manuals and O3Studio developer ones.
Rules
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This set of 3 icons lets you establish Business Rules. They are situations that must be met or exceptions that must be detected on the analyzed data.
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