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Business Intelligence (BI) Reporting Tool Training Exercises





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Contents Login and Menu Path ...................................................................................................... 3

Create a New Folder and Change your Default Data Panel view .................................... 4

Review the InfoAssist interface components ................................................................... 6

Exercise 1: Create a Basic Summary Report with InfoAssist ......................................... 7

Exercise 2: Edit an Existing Report with InfoAssist ...................................................... 14

Exercise 3: Create a Chart Report ............................................................................... 16

Exercise 4: Create a Summary Report with a User-Defined Summary (Compute) Field, Prompted Filter and Format Output ............................................................................... 22

Exercise 5: Create a Detailed Report with a User-Defined Detail (Define) Field and Conditional Formatting with Output to Excel ................................................................. 29

Exercise 6: Dashboard Setup ...................................................................................... 40

Exercise 7: Schedule a Report ..................................................................................... 43

Exercise 8: “Burst” a Report ......................................................................................... 46





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Login and Menu Path

1. Navigate to http://apps.leanlogistics.com and log into the TMS with your Username and Password.

2. Go to the menu path: Reporting � Reporting Portal.





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Create a New Folder and Change your Default Data Pa nel view Follow the steps below to create a new folder and to change your default view in the data panel from a “Logical” view to a “Structured” one, which is recommended by LeanLogistics. The structured view makes visible those fields that are indexed (at least one filter based on an indexed field is required in every report) as well as provides a categorical view of the data elements.

1. View the Domain Tree by clicking on the Tree link in the upper right corner.

2. Right-click the “Standard Reports” folder, then left-click the “New Folder” option.

3. Name the folder (we recommend using your first/last initials followed by ‘Reports’) by typing into the “Folder Name” text field, then click “Save”.

4. Right-click on the “Reports” folder and select InfoAssist.





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5. On the Splash Screen, click on “Change Default Options”.

6. On the Default Options screen, change the Data Panel selection from “Logical” to “Structured”,

then click “OK”.

7. You will be returned to the Splash Screen; click “Close Application” (in order to view the changes

made to the default options, you must close InfoAssist and re-open it).





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Review the InfoAssist interface components

Review the InfoAssist interface components:





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Exercise 1: Create a Basic Summary Report with InfoAssist

1. View the Domain Tree by clicking on the Tree link in the upper right corner.

2. Expand the “Standard Reports” folder, then right-click on the “Reports” folder and select InfoAssist.

3. On the Splash Screen, click on “Build a Report”.





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4. On the Master File (Datamart) prompt choose the Load Performance option, then click “OK”.





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5. Create a filter by clicking on the Tender Date field in the data panel, then dragging and dropping it in the Filter Panel.

6. On the Filter pop-up, choose the “Greater than or equal to” operator, then enter a date that is 10

days in the past, in the MM/DD/YYYY format. Click the icon to add the value, then click “OK”.





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7. Add SCAC as a BY field by dragging and dropping it into the interactive design view (as it is the first field, it will automatically be added as a BY field).





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8. Add Load Number as a SUM field by dragging and dropping it into the interactive design view, to the right of SCAC until you view a red line, then choose “Drop as Sum” in the pop-up. HINT: If the pop-up appears and you are unable to select an option by left-clicking your mouse, you can use the arrow keys and the spacebar on your keyboard to select. This is applicable to all menu options and is a “known issue” within InfoAssist.





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9. Left-click on Load Number in the interactive design view so it is highlighted, then on the “Field – Load Number” menu path, click on the “Aggregation” option and select “Count”.

10. Save the report by clicking on the save button ( icon), then name the report “Exercise 1” in the pop-up and click “OK”.





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11. Run the report by clicking run ( icon); when the report is finished running, you will see an output in the interactive design view of a load count per carrier within the specified tender date range in the filter.

12. Close the report by clicking on the Main Menu ( icon) and select “Close”.





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Exercise 2: Edit an Existing Report with InfoAssist

1. Open the Exercise 1 report by clicking on the Main Menu ( icon) and select Open, then select the report in the pop-up window and click “OK”.





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2. Add Trans Mode as a BY field by dragging and dropping it into the interactive design view, in between SCAC and Load Number until you view a red line, then choose “Drop as Sort” in the pop-up.

3. Run the report by clicking run ( icon); when the report is finished running, you will see an output in the interactive design view of a load count per carrier and mode within the specified tender date range in the filter.

4. Save the report by clicking on the save button ( icon).

5. Close the Close the report by clicking on the Main Menu ( icon) and select “Close”.





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Exercise 3: Create a Chart Report


2. Click the Home menu item to view the Home ribbon, then select the Chart option. This will convert the existing tabular report into a chart (the default is a bar chart).





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3. You should now see a bar graph in the interactive design view with representing a count of loads (Y Axis) by SCAC and Trans Mode (X Axis).

4. To make this a more useful graph, drag and drop Mode from the X Axis into the Legend (Series)

section of the resources panel.





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6. Run the report by clicking run ( icon); when the report is finished running, you will then see a load count (bar) for each mode, per carrier within the specified tender date range in the filter.

5. Select the “Interactive” tab at the bottom left corner of the screen to return to the interactive

design view.





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6. Right-click on any number in the Y Axis, and select Rotate � 90. This will rotate the Y Axis labels 90 degrees.

7. Click on the Series menu then click the “Data Labels” button. This will show the actual load count above each bar.

8. Click on the Home menu, then click the “Header & Footer” button on the ribbon.





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9. In the Header & Footer pop-up, enter “Exercise 1 Graph”. Now click the “Text options for Chart”

button ( icon) and choose “Embed Header and Footer in the Chart”, then click “Apply” and “OK”.

7. Run the report again by clicking run ( icon) to see the new formatting changes.





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8. Save the report by clicking on the Main Menu ( icon) and select “Save As”, then in the pop-up window name the report ‘Exercise 1 Graph’ and click “OK”.






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Exercise 4: Create a Summary Report with a User-Defined Summar y (Compute) Field, Prompted Filter and Format Output


2. Click the Home menu item to view the Home ribbon, then click the Output File Format button and select PDF as an output format.

3. Click the Data menu to view the Data ribbon, then click on the Summary (Compute) button.





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4. In the Summary Field (COMPUTE) pop-up, create a user-defined field that calculates cost per pound by doing the following:

a. In the Field Name, enter ‘CostPerPound’.

b. Click on the Format button ( icon); in the pop-up, click the “Floating Currency (M) checkbox, then click “OK”.

c. You should now see , which is a 12-digit numeric value up to two decimal places, in a currency format.

d. Click in the Expression section (the large field) and do the following:

i. Double-click Payable Total from the field tree at the right. ii. After the name of the field is automatically inserted, type enter the ‘/’character iii. Double-click Weight from the field tree at the right. The end result should look like

this:





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5. Click the icon. The “CostPerPound” compute field will automatically be placed as the last measure.

6. Right-click the CostPerPound field in the interactive design view, and select “Change Title”.

7. In the “Edit Title” pop-up, enter ‘Cost/Pound’ and click “OK”.





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8. To add a small bar chart next to records for the ‘CostPerPound’ field, use the Data Bar option by right-clicking on the field, then select Data Bars � On.

9. Next, add a prompted filter that the user will enter when running the report by doing the following: a. Select Load Group from the Field Tree and drag it into the Filter Area. b. In the Filter pop-up, click on the Prompt button and select “Prompt using Selection

(Static)”.

c. In the Prompt Field, enter ‘Load Group:’ (this is the text that the end-user will see when running the report).

d. Now click the Values button and select ‘Fetch All Values from Source’ (this may take up to a few minutes, as it is attempting to retrieve all the possible Load Group values)





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e. After values have returned, select some or all values in the “Data Values:” column, then

click the icon to add them to the “Selection Values:” column. HINT: You can hold down the Ctrl key to select multiple values

10. Now click the button, to add a “Select All” option to the filter, then click “OK”.

11. Now, you will see two entries in the Filter section of the Data Panel – a static date filter and a user-selected Load Group filter.





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10. Run the report by clicking run ( icon). You will now be prompted to make a Load Group selection; choose one or all Load Groups, then click “Run”.

11. When the report is finished running, you will then see a PDF document with load count and cost per pound for each mode, per carrier within the specified tender date range and Load Group in the filter.





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12. Save the report by clicking on the Main Menu ( icon) and select “Save As”, then in the pop-up window name the report ‘Exercise 4’ and click “OK”.






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Exercise 5: Create a Detailed Report with a User-Defined Detai l (Define) Field and Conditional Formatting with Outp ut to Excel

1. Create a new report by clicking on the Main Menu ( icon) and select New.

2. On the Splash Screen, click on “Build a Report”





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3. On the Master File (Datamart) prompt choose the Load Performance option then click “OK”.

4. Click the Home menu item to view the Home ribbon, then click the Output File Format button and

select Excel 2000 as an output format.





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5. Create a filter by clicking on the Tender Date field in the data panel, then dragging and dropping it in the Filter Panel.

6. On the Filter pop-up, choose the “Greater than or equal to” operator, then enter a date that is 10

days in the past, in the MM/DD/YYYY format. Click the icon to add the value, then click “OK”.





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7. Next, create another filter by clicking on the Load Status field in the data panel, then dragging and dropping it in the Filter Panel.

8. On the Filter pop-up, enter ‘Completed’ into the “Add:” box and click the icon to add the value, then click “OK”.

9. Right-click on the in the Query section of the Data Panel, then select the “Print” option. This option will print out each individual record.





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10. Now drag and drop the following fields into the interactive design view, into their appropriate groupings (either BY or PRINT): HINT: You can hold down the Ctrl key to select multiple fields

BY Fields: a. Carrier

PRINT Fields: b. Load Number c. Weight d. Last Drop Plan Date Start e. Last Drop Arrival Date

11. Click the Data menu to view the Data ribbon, then click on the Detail (Define) button.

12. In the Detail Field (DEFINE) pop-up, create a user-defined field that calculates calculate on-time delivery by comparing the Last Drop’s Plan Date Start to its Arrival (“Actual”) Date, where “late” is considered as the Arrival date being anything greater than the same day as the Plan Date Start:

a. In the Field Name, enter ‘IsOnTime’.





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b. Click on the Format button ( icon); in the pop-up, choose “Alphanumeric” and enter a length of 5, then click “OK”.

c. You should now see , which is a 5-character Alphanumeric value.

d. Click in the Expression section (the large field) and do the following:

i. Type the following text: IF ABS(HDIFF(LOAD_PERFORMANCE.DROP_DATES.LPC_LAST_DROP_PLAN_START_DATE, LOAD_PERFORMANCE.DROP_DATES.LPC_LAST_DROP_ACTUAL_DATE, 'DAY', 'I4')) GT 1 THEN 'NO' ELSE 'YES' HINT: If you attempt to copy and paste the expression above, be aware that because of formatting issues, you may receive an error – if this happens, you can try deleting and re-typing in all of the single quotations

ii. The end result should look like this:





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13. Click the icon. The “IsOnTime” define field will be placed as an entry on the Data Panel.

14. Now drag and drop the “IsOnTime” field into the interactive design view after Last Drop Arrival Date.





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15. Right-click the “IsOnTime” field in the interactive design view, and select “Change Title”.

16. In the “Edit Title” pop-up, enter ‘On Time?’ and click “OK”.

17. Right-click the “IsOnTime” field in the interactive design view and select “Traffic Light Conditions”.

18. Enter ‘NO’ in the value field (next to Equal To).





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19. Click the Style button, then click the Font Color button.

20. Choose a red color, and click “OK”.

21. Click “OK” again to close the dialog box.





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14. Run the report by clicking run ( icon); when the report is finished running, you will then see a list of weight, last drop plan date, last drop arrival date and on-time status for each load, per carrier within the specified tender date range in the filter.

15. Save the report by clicking on the Main Menu ( icon) and select “Save As”, then in the pop-up window name the report ‘Exercise 4’ and click “OK”.





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Exercise 6: Dashboard Setup

1. On the Reporting Portal screen, go to menu path: Personalize � Content.

2. Click “Add Page” to create a blank tab in the portal.

3. Rename the tab by entering ‘Dashboard’ in the Page Description field, then click “Update”.

4. Click on the button to add a content block to this new tab.

5. Leave the “Block Type” as “Launch”, then expand the “Standard Reports” section of the tree and select the “Exercise 1” report to display in this content block; enter a value in the “Block Name” (optional), then click “Save”.





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6. Repeat steps 4 and 5, but add the “Exercise 1 Graph” report. You should now see the following:

7. Click on the button to view the layout of the blocks within the page.

8. Click on the button to add a new column.

9. Select the “Exercise 1 Graph” and click the button to move the report to the new column.





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10. Click on the button to return to the “Content” screen.

11. Click on the button to add a new “Schedules” page, then click on the

button and click “OK” to the confirmation message.

12. Click the button; your new Reporting Portal screen should now look like the following:





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Exercise 7: Schedule a Report

1. Close the InfoAssist window to return to the portal view. From the Domain Tree, right-click on the “Exercise 4” report and select “Schedule”. This will display ReportCaster, the scheduling interface.

2. Click on the “Distribution” tab, change the distribution option to “Email Address(es)” and enter your email address; enter “Test” into the Message field, then change the Description and Subject (both optional).





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3. Click on the “Task” tab, then under the “Parameter Name”, click “Load Group:”; on the pop-up, choose one or more values (this was a prompted filter, so you must select at least one value), then click “OK”.

4. Click on the “Frequency” tab, leave the Run Interval at “Once” and change the “Start Schedule”

date/time to be 5 minutes from now.

5. Click the button then click “OK” to the pop-up message; click the button to close the schedule. You will now be able to see the newly created schedule.





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6. Wait 5 minutes then check your email and you should receive an email from

[email protected] with an .htm file attached containing the “Exercise 4” report.





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Exercise 8: “Burst” a Report Instead of distributing an entire report, you can use the ReportCaster (the scheduling piece in the BI Tool) to “burst” or break a report into sections to be distributed separately by means of the Address Book/Distribution List options. Bursting enables you to target relevant sections of a report to individual users. Each report section is saved as a separate file. You can send several report sections to one recipient by specifying that recipient's destination (e-mail addresses, FTP files, or printers) for each section you want to send. You can send several report sections to one destination, or you can send one report section to several destinations. The burst values you specify in the Distribution List must exist in the output of the report you are scheduling. 1. From the main portal view, click on the “Schedules” tab.

2. Click on the “Address Book” tab, then click “New” to create a new Distribution List.





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3. In the pop-up window, enter a Name for the list, then enter in Burst Value/Email Address combination. You will be scheduling the “Exercise 1” Report, so the Burst Value is based on the SCAC field – so choose a SCAC that you know will appear in the report, then enter your own email address. Now click “Save”.

HINT: - The Burst Values are based on the FIRST "BY" Field in your report - To distribute separate e-mails for each address, specify the e-mail addresses on separate lines within the distribution list. - To add more rows, double-click in one of the "Address" records and hit the 'Enter' key on your keyboard. - When creating a schedule or distribution list, you can specify multiple e-mail addresses within a single field, row, or record. - When creating a schedule or distribution list, you can separate each e-mail address with a comma or a semicolon. - The multiple e-mail addresses will appear in the 'To' line of a single e-mail when the scheduled output is distributed.

4. Click “OK” to the pop-up message, then click the button. You will now see the newly created Distribution List.





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5. Now click on the “Schedules” button, then click “New”.

6. In the pop-up, click on the “Distribution” tab, make sure “Distribution List” is selected in the drop-

down, then click the browse icon to choose a Distribution List; select the list created previously then click “OK”.





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7. Now click on the “Task” tab and enter a Description, choose the “Exercise 1” and check the “Burst Report” checkbox.

8. Now click on the “Frequency” tab, leave the Run Interval at “Once” and change the “Start

Schedule” date/time to be 5 minutes from now.

9. Click the button then click “OK” to the pop-up message; click the button to close the schedule. You will now be able to see the newly created schedule.

10. Wait 5 minutes then check your email and you should receive an email from

[email protected] with an .htm file attached containing the “Exercise 1” report, with only the section based on the SCAC that was entered in the Distribution List.

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