Tips and Tricks - Dimensional Insightinfo.dimins.com/rs/254-LJI-829/images/2016RUM... · Tips and Tricks Dan Jablonski Senior Consultant ©2016 Dimensional Insight, Inc. ... Define

©2016 Dimensional Insight, Inc.

Tips and Tricks

Dan JablonskiSenior Consultant


What is Diver?

DivePort Navigation and Bridge Quickviews and Spectre Conditional Click Actions

Agenda (for Power Users)


What is Diver?

Timeseries cPlan or DivePlan? Thinking about security Getting used to the new text

editor

Agenda (for Developers)


DivePort Navigation and Bridge


Bridge

Users log in to Bridge, and can see all of their DivePort sites.

Each button on bridge is defined by a DivePort URL.

Access to each site is controlled at the DiveLine level.

Single point of entry for all of your Diver servers


Menu Portlet

Users see potential destinations based on their access rights.

Each button in a menu portlet is defined by a page within the same DivePort.

The properties of the button are based on the destination page.

Security is controlled by the destination page.

Familiar button navigation in DivePort


Simplified User Interface Navigation

Back always goes back Home goes to the first top-

level page in the environment

Bridge goes back to the bridge that sent you here

Built-in navigation options


Designing for SUI Navigation

Separate DiveLines per user community (DI applications)

Separate Environments per project/application

Navigating SUI pages gets easier in 7.0!

Use the navigation features to your advantage


Quickviews and Spectre


Quickview Portlets: Two Options

Find Quickviews in other portlets to have quickviews defined by the markers on the page

Use Quickview Set to define quickviews in WorkBench.

Bottom Up or Top Down control of DivePort Quickviews


Quickview Portlets: Two OptionsFind Quickviews in other portlets

Markers have their own Quickviews

Quickview Portlet surveys other Portlets and merges the results

Requires the use of Markers

Quickviews defined on a single cPlan

Other portlets will “listen” to the Quickview portlet

Allows Markers and Spectre Dives

Use Quickview Set


Spectre Quickview Set

Open a single cPlan Specify Quickviews Dimension Quickviews

are dependent in order List Quickviews not in

the chain Keep standard

Quickview sets around

Defined in WorkBench


Conditional Click Actions



Works on any click action with “row” scope

Check the “Conditional” option to activate

Name a column to be tested

Return the correct information for the record selected



Define a column to be used as the condition

If the column is blank/zero, the click action will not be active

Any other value will activate the click action

Sometimes a summary will do just fine

Create a column to drive the click action


Timeseries


What is Timeseries?

You need to report numbers for a particular period of time

If you want to show two different periods, you can’t just dive

If you want to show “year to date” numbers, you have to define “to date”

Timeseries is a collection of features that enable the creation of columns that are filtered on time.


Anchor Date

Many timeseries types require the selection of an “as of” date In ProDiver’s Timeseries Wizard, you have a few options In Spectre cPlans, you have countless options (just write a calc)

Define the “TD” in “YTD”

In Integrator, you generate a column of Anchor dates

How do you want the user to control the Anchor date?

Select a column where the start of the year is period 1


Options for Timeseries

ProDiver Period Comparison: simple ad-hoc requests ProDiver Timeseries Wizard: more control over more

columns Spectre Timeseries: cPlan-level control of columns to be

built. Named Groups / Filters: build columns one-by-one for

finer control.

Integrator Timeseries: reorganizes the data to optimize for timeseries reporting

Build new columns filtered on time


Use cases for Timeseries

ProDiver Period Comparison: Program tracking – new placements in March after not buying the last 6 months

ProDiver Timeseries Wizard: Calendar and Fiscal YTD vs Last YTD

Spectre cPlan Timeseries: Developer control of standard columns available for users to select

Integrator Timeseries: When everything else is too slow or too complicated

The right tool for the right scenario


cPlan or DivePlan


Spectre: Some New Lingo


cPlans and DivePlans

cPlans describe merges, calcs, timeseries, and lookups to be done when opening Spectre data

DivePlans describe merges, calcs, timeseries, and lookups to be done when opening Diver data

DivePlans do more: console layout, column selection, named groups – focus on ProDiver

DivePlans can open cPlans

Building a consistent environment for displays and analysis


cPlans and DivePlans

cPlans are designed to be a developer tool:– WorkBench is the editor– Resulting calcs are the starting point

DivePlans are edited in several ways:– DiveMaster is the creation tool– ProDiver can change a DivePlan

You can build in separation between developers and users– Let the cPlan do the work you want centralized– Let power users have control of DivePlans– (This works with just DivePlans, too…)

Building a consistent environment for displays and analysis


Diver Portlet

Frequently used as a pop-up in context

Pick the right columns Supports quickview portlets

(use a portal page) Runs over Marker or Spectre

Dive

Intuitive Interactive Analysis in a DivePort environment


Thinking about Security


Security in 6.4

Users log in Users may be in groups Access Control Lists (ACLs)

are developed for users and/or groups

$USER and $GROUP allow the comparison of user and group names to dimension values in the data

Grant access to objects based on a user (or group)


Security in 7.0

Users log in Users may be in groups Users and groups are granted access to projects Users have properties Access is defined at a directory level, based on user,

group, and/or user property values Property values may be directly compared to

dimension values in the data

Use user properties to separate the rules from the maintenance


Security in 7.0

Users, groups, and user property values are maintained in server settings

Access rules are maintained within the project The person who sets up users may not be the same

person who develops the application Aim to have administration handled on the server

settings side – it should never be necessary to change the access rules.

Divide tasks between developers and administrators


Security in 7.0

User properties and their selected values may be maintained manually in Workbench.

Or, user properties and their selected values may be maintained externally, and placed in a file to be read by DiveLine at the time of access.

Let the data define access rules


The Workbench Text Editor


Workbench Text Editor

Workbench has some graphical interfaces, but you can always use text

Color-coding: reserved words in blue, strings in red, comments in green

Treeview-style +/- to expand/contract sections


Workbench Text Editor Error Highlighting

Errors highlighted with red underline Hover the cursor over an error to see what the editor is

complaining about Errors include syntax and context issues


Workbench Text Editor Suggestions

Ctrl-Space will offer suggestions for valid tags based on the location of the cursor

If workbench has no suggestions, make sure you’re in a valid section


Workbench Editors

ETL– Visual Integrator

BI Engines– Visual Builder– SPECTRE build

Production Process/Scheduling– DI-Production– Scheduler Overview

UI Development– DiveMaster– DiveTab

Server Settings– Users, Groups, Properties

Text editor– cPlans– DiveTab– Framework Measures


Workbench Editors

List of schedules Recent status Quick access to scheduled scripts

Tips and Tricks - Dimensional Insightinfo.dimins.com/rs/254-LJI-829/images/2016RUM... · Tips and Tricks Dan Jablonski Senior Consultant ©2016 Dimensional Insight, Inc. ... Define

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