reporting with the ssrm - logi analytics...reporting with the ssrm 1 introduction logi managed...

Reporting with the SSRM Using the Self-Service Reporting Module with Logi Info

November 2014

This document has been formatted for double-sided printing, hole-punching, and placement in a ring-binder. Author: Lee Hausman

Logi Analytics is a trademark of Logi Analytics, Inc. Microsoft, Microsoft Word, Microsoft Excel, Windows, Windows XP, Windows Server, Windows Vista, Windows 7, and Visual Basic are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other products and company names mentioned in this book may be trademarks of their respective owners.

Logi Analytics, Inc. 7900 Westpark Drive, Suite A200

McLean, Virginia 22101 703-752-9700

Copyright © 2009-2014, Logi Analytics, Inc. All rights reserved.

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Table of Contents

Introduction ............................................................................................................................................................ 1

About Add-on Modules ....................................................................................................................................... 2

About the Self-Service Reporting Module .......................................................................................................... 2

Installing the Self-Service Reporting Module ......................................................................................................... 3

Preparing to Install .............................................................................................................................................. 3

Installing the Software ........................................................................................................................................ 4

Removing or Repairing the Installation .............................................................................................................. 8

Configuring the InfoGO Application ........................................................................................................................ 9

Completing the Installation................................................................................................................................. 9

Specifying Application Metadata ...................................................................................................................... 10

Configuring Scheduler and SMTP Services ........................................................................................................ 11

Managing Scheduled Reports ........................................................................................................................... 13

Configuring Security .......................................................................................................................................... 14

Configuring InfoGO Constants .......................................................................................................................... 15

Customizing InfoGO .......................................................................................................................................... 16

Embedding InfoGO ............................................................................................................................................ 18

Special Update Configurations .......................................................................................................................... 20

Using the InfoGO Application ............................................................................................................................... 22

The Home Page ................................................................................................................................................. 22

About Analyses ................................................................................................................................................. 23

Selecting Data ................................................................................................................................................... 24

Showing, Hiding, and Moving Columns ............................................................................................................ 27

Creating Formula Columns................................................................................................................................ 28

Sorting Rows ..................................................................................................................................................... 29

Filtering Rows .................................................................................................................................................... 30

Grouping Rows .................................................................................................................................................. 31

Calculating Totals and Averages ....................................................................................................................... 32

Creating Charts and Gauges .............................................................................................................................. 33

Pivoting and Summarizing Data ........................................................................................................................ 36

Controlling Paging ............................................................................................................................................. 38

Exporting Data .................................................................................................................................................. 38

Adding to Your Visual Gallery ........................................................................................................................... 40

Organizing Work in Folders ............................................................................................................................... 41

Sharing Your Work ............................................................................................................................................ 43

ii

Dashboard Geography ....................................................................................................................................... 45

Adding Visuals ................................................................................................................................................... 46

Dashboard Settings ........................................................................................................................................... 47

Tab Settings ....................................................................................................................................................... 47

Panel Settings and Placement ........................................................................................................................... 48

About Reports ................................................................................................................................................... 49

Report Components .......................................................................................................................................... 50

Report Design Mode.......................................................................................................................................... 51

Report Settings .................................................................................................................................................. 52

Report Component Settings .............................................................................................................................. 53

Report Download to PDF ................................................................................................................................... 54

Scheduling Report Delivery ............................................................................................................................... 55

Report Scheduling Details ................................................................................................................................. 57

Resources and Support.......................................................................................................................................... 61

Reporting with the SSRM 1

Introduction Logi managed reporting tools offer developers a rich selection of data visualizations and analysis. Logi Info is our licensed product that allows developers to create comprehensive reporting solutions and web applications, using the full range of features and components. The Self-Service Reporting Module (SSRM) is an add-on module, purchased separately, which extends Logi In-fo, making it easy to build and deploy self-service tools for end users. It includes a fully-functional Logi applica-tion, InfoGO, which can be immediately deployed as a stand-alone or embedded reporting tool. Documentation for Logi Analytics products, available on the Logi Developer Network web site, will always pre-sent the most up-to-date information. Specifically, you can look there for the newest features; publications like this one are by their nature more difficult to keep current. Unlike products based on client-server technology, Logi Analytics’ products were conceived to be web-based from the start. They output only HTML and script to the end-user’s browser and as a result achieve simplicity, cross-browser compatibility, and an ease-of-use that eludes other products. At the same time, this means that some of the flashier functionality of desktop applications or downloaded custom components is not available. However, the resulting minimal configuration management requirements and tighter security of Logi products provides ample proof of the correctness of its approach, especially in an enterprise setting. The technique of “elemental development”, the creation of report pages by combining pre-defined objects (or elements) from a toolbox into a hierarchical tree that mirrors the top-to-bottom layout of an HTML page, makes for speedy report development. New Logi developers are often surprised at how quickly they can pro-duce meaningful reports. In addition, because report designs can be made dynamic at runtime, developers also often find the number of report definitions they must manage reduced, often by as much as 50%. The DevNet web site includes numerous free sample applications that can be quickly downloaded and that provide a great learning opportunity for new developers. Frequently the sample apps mirror the examples in the documents on DevNet. Logi developers are urged to take advantage of these sample apps. What should the Logi developer already know? A prospective Logi developer should already have a good un-derstanding of general web technologies, such as HTML and style sheets, and be familiar with their data sources and the techniques, such as SQL, needed to access that data. Experience with JavaScript is useful but not required. What information is not presented here? Developers must have an understanding of the data they want to work with and the techniques, such as SQL queries, required to access that data. The assumption is made that developers have these skills themselves or have access to others within their organizations with them and the specifics of these topics are not included here. We hope you enjoy working with these products and quickly become productive and successful with them. Comments about this publication are welcomed and can be addressed to [email protected].

http://devnet.logixml.com/

mailto:[email protected]

2 Reporting with the SSRM

About Add-on Modules Add-on Modules for Logi Info, introduced in v11.3, are sold separately and are designed to extend Logi Info functionality. They enable special elements in the Logi Engine and may include complete Logi applications. The Add-on Module applications include all definitions and support files and you can examine and modify them, if desired. They may also include features that make it easy for you to "brand" them with your own logo, company name, etc. to make them your own. Like all Logi applications, Add-on Module applications can be distributed without paying a licensing fee to Logi. However, these applications use very advanced techniques; taking them apart and copying portions of them into other applications may not produce the desired results.

Note the following important considerations:

Add-On Modules require Logi Info v11.3 or later. They are not available for Logi Report or earlier Info

versions.

Modules may require a specific Logi Info release and may not be backward compatible.

Module components may work with a restricted set of data sources; see the descriptions below for de-tails.

Support and updates for Add-on Modules are covered by existing Logi Info Support and Maintenance Plans. If you've purchased our plans, then Add-on Modules you subsequently purchase are also covered. To acquire an Add-on Module, contact your Logi sales representative directly or via [email protected].

About the Self-Service Reporting Module The Logi Self-Service Reporting Module (SSRM) is an add-on module, sold separately, that enables special ele-ments in Logi Info v11.3+ and adds a pre-built Logi application to your computer. It works with the Analysis Grid super-element, which is not available for Logi Report. The special SSRM elements installed can be used with the Analysis Grid in your applications and make it easy for users to configure data queries at runtime, as described in our document Developing with Analysis Grids - v11.3. The included application, InfoGO, uses the special SSRM elements and allows users to create and share visuali-zations, dashboards, and reports at runtime. We've also provided a guide for end-users, later in this document. Developers can examine InfoGO for educational purposes and can also customize its branding and other fea-tures, if desired. InfoGO can be deployed to .NET and Java servers.


http://devnet.logianalytics.com/rdPage.aspx?rdReport=Article&dnDocID=1328



Installing the Self-Service Reporting Module This chapter guides you through installing the SSRM. Once the SSRM installer finishes, there are several things you need to do to complete the installation. These are explained in the chapter Configuring InfoGO. Important Restrictions Please note these important restrictions on the use of the SSRM:

Requires Logi Info v11.3 or later, 64-bit version; there is no 32-bit SSRM version available. Cannot be used with Logi Report. Works with Chrome, Firefox, and other major browsers, but does not work with Internet Explorer 7 or

8. The Active Query Builder and Metadata elements and InfoGO application installed with the SSRM use these database servers only:

HP Vertica (with Logi Info v11.3.049 SP 5+) Microsoft SQL Server 2005+ MySQL Oracle PostgreSQL

Ensure that your environment meets these restrictions prior to installation!

Preparing to Install Logi Info v11.3+ must be installed and licensed before the SSRM is installed. The SSRM works with your Logi Info license.

It's critical that installation and configuration occur

while running as the built-in "Administrator" account. Even if your personal account has been added to the local Administrators Group, it may not have sufficient privileges, so don't rely on it. As shown at left, the correct practice when running the Logi installation program or using the Command Line to make configuration adjustments is to start the tool by right-

clicking its icon and selecting "Run as administrator" from the menu to start the program.


This ensures that appropriate permissions are provided for the installed components. Don't see a "Run as ad-ministrator" option? If the system is in a network domain, your network admin may have created security pol-icies that don't allow you to see this option, in which case you need to consult your IT staff for assistance. Upgrade Considerations SSRM upgrades are usually associated with a Logi Info upgrade and we highly recommend that you upgrade both of them together. Upgrading just one or the other will usually result in undesirable effects. If you're upgrading to a newer version of the SSRM, be aware of these important considerations related to the included InfoGO application:

Upgrading the SSRM will overwrite any edited InfoGO files, except those in the goCustomizations virtu-al folders under InfoGo → Definitions → Reports and InfoGo → _SupportFiles. The file goCustomizations.goWebFooter.lgx will not be overwritten, for example.

The application's _Settings.lgx definition will not be overwritten; however, the new version may require new elements and/or attributes not found in older versions. You'll have to add these manually in the source code if they're missing. See the Configuring InfoGO chapter for details.

If you've used your own Definition or Template Modifier Files, identifiers used with them may change from one SSRM version to the next and you may need to adjust your modifier files accordingly.

Making backup copies of any InfoGO files you've edited, prior to applying an upgrade, is highly recommended.

Installing the Software As usual, you can click Back at any time before the physical installation begins to go back to the previous screen.

1. To start the installation, right-click the Logi product installation program icon and select "Run as ad-ministrator" to launch the installer. Allow it to complete the installation preparation.


2. When the Welcome Screen appears, click Next.

3. License Agreement: Select the "I accept the terms..." radiobutton after reading the license agreement and click Next to continue.


4. Destination Location: Click Next to accept the default installation location and continue. Optional - click Browse to specify an alternative installation location if you don't like the default location.

5. Ready to Install: Click Install.


6. The physical installation will begin and you'll see several progress indicators for different tasks.

7. Installation is complete: Click Finish to exit the installer.


What To Do Next Before users can use the included InfoGO application, there are several steps you still need to take. For exam-ple, you need to register and license it and make a number of configurations in Studio. These steps are ex-plained in the next chapter, Configuring InfoGO. Before attempting to use the Metadata elements you should read our document Using the Metadata Builder Wizard on DevNet. Use of the Active Query Builder is described in our document Developing with Analysis Grids - v11.3.

Removing or Repairing the Installation You can repair damaged SSRM files or remove the Logi SSRM completely by re-running the installer:

Don't forget to right-click it and use "Run as administrator" to start it. You can also use Control Panel Pro-grams to do this.

Removing the SSRM will remove the special elements and the InfoGO application (any InfoGO definition or support files you've modified, however, will be left in place).






Configuring the InfoGO Application InfoGO is a Logi application distributed with the Self-Service Reporting Module. It provides a complete self-service reporting experience for users. This chapter is intended for Logi developers and discusses how to configure the application after it's been in-stalled. Introductory information about the Self-Service Reporting Module (SSRM) and directions for installing it can be found in the previous chapters. The SSRM includes a complete Logi application, InfoGO. It allows users to create and share visualizations, dashboards, and reports at runtime.

Unlike Logi Sample Applications, InfoGO is distributed complete with Logi Engine files - these include re-

quired code and you should not downgrade this application to an earlier engine version or it may cease to work.

Developers should note that InfoGO is an extremely advanced example of Logi Info programming. It uses highly customized code and specialized techniques that may not work if copied into other Logi applications. While you can customize some portions of it, pulling it apart and reusing code in other applications, as you might with a regular Logi Sample Application, may not work well.

Completing the Installation After the SSRM installer has finished, you need to do several things before you can use the InfoGO application.


1. Copy your Logi Info license file, from any existing Logi Info v11 application folder or your Logi Info in-stallation folder (typically C:\Program Files\LogiXML IES Dev\LogiStudio) and paste it into the InfoGO application folder, as shown above.

2. Launch Logi Studio and open the InfoGO application by using Open Application, then navigating to and selecting the C:\Program Files\Logi Analytics\InfoGO folder. Register it with the IIS server, using the link shown above.

3. Now you can test the application installation by previewing its "goHome" report definition in Studio or running the application in your browser. It should look like the example above.

Your installation is now complete but... you must specify a datasource and metadata, as discussed in the next section, before it can be used.

Specifying Application Metadata InfoGO takes advantage of two special elements that are installed with it, the Metadata and Active Query Builder elements. They enable extended functionality in Studio and in the Analysis Grid super-element.


Developers use the Metadata Builder wizard to specify the data that will be available for use at runtime by creating a metadata file. Step-by-step instructions for creating or editing a metadata file are in our document Using the Metadata Builder Wizard on DevNet. After building your metadata file, return to this document and continue with the next section.

Metadata can be retrieved instead from a REST-style web service by specifying the service's URL in the Metadata element's Metadata Url attribute.

Configuring Scheduler and SMTP Services InfoGO allows you to schedule report production and delivery via email. This is an optional feature and you can skip this section if you don't want to use it.

The scheduling feature is dependent on the Logi Scheduler, a service that must be installed with Logi In-fo. If the Scheduler is not installed, you can re-run the Logi Info installer at any time and install it. Use the following steps to configure these features:

1. Configure the Scheduler: In the InfoGO application's _Settings definition, uncomment the "goScheduler" element, as shown above. Its default attributes will work in most scenarios. For more detailed information about other configurations, see our document Using the Logi Scheduler on DevNet.




2. Enable the Scheduler icons: In the _Settings definition, set the "goSchedulerEnabled" constant to True,

as shown above. This controls the appearance of the Scheduler icons for items in the Home page.

3. Uncomment the "goMail" element and provide an email server name, as shown above.

Once scheduling has been configured and enabled, a scheduling icon will appear for each Report item in the Home page resource list, as shown above. Users can click this icon at runtime to schedule report production and delivery.


Managing Scheduled Reports

Administrators can make use of the goScheduleManager report definition included in the InfoGO application.

This report definition provides an overview of all scheduled reports, across all users, allowing an administrator to manage the schedules. As the developer, you're responsible for providing a link to this report and ensuring that security is implemented. As installed, the definition requires the administrative user to have the InfoGoScheduleManager security right ID. Click the "Information" icon for any entry to toggle a display of its details:


Clicking the "Clock" icon for any entry will open the Schedule panel so the details of any scheduled report can be edited. If an error occurs, click the "Debug" icon in the Status column to view the error message.

Configuring Security Logi Security can be used with InfoGO to authenticate users and to control access to application features and data. This is optional and you can skip this section if you don't want to use security. For information about Logi Security in general, see our document Introducing Logi Security 10 on DevNet.

As shown above, to use Logi Security, add a Security element to the _Settings definition, along with whatever child elements are needed for your security scenario and configure them accordingly. Access to features and data is controlled using the Security Right ID, which is an attribute of many elements. For example, the visibility of the Analysis Grid element in a report can be controlled by setting its Security Right ID attribute. You can use this approach to control the availability of many of the elements used in InfoGO. There are two special opportunities to implement data security in the InfoGO application. Assuming you have Logi Security enabled:

http://devnet.logianalytics.com/rdPage.aspx?rdReport=Article&dnDocID=1334&Page=4#SchedulingDetails



1. When using the Metadata Builder wizard, you can assign Security Right ID values to tables and to columns,

as shown above. These tables and columns will only appear in InfoGO's Analysis page's Data tab if the logged-in user has the appropriate security rights.

2. The Metadata element has its own Security Right ID attribute. In the _Settings definition fragment shown,

there are three Metadata elements in use. Normally, all three would appear in the Analysis page's Data tab, in the Source selector. However, if the “metaMarket” element is configured with a Security Right ID, as shown above, then the logged-in user will only see it in the Source selector if he or she has the appropriate security rights.

Configuring InfoGO Constants The application's _Settings definition includes several InfoGO constants you may want to configure. These con-stants are:


Constant Description

goAllowSharing Specifies whether bookmark folder sharing is enabled. Default: False

goCustomTableSessionVars Specifies an optional comma-separated list of session variable names to be saved when adding new bookmarks. Do not enter

tokens themselves, just the variable names.

If you use the Metadata Builder Wizard's Custom Tables feature and in-clude Session tokens in its SQL queries, you should enter the session variables here. For example, if the query uses tokens like @Session.CustomerID~ and @Session.OrderID~ then enter CustomerID,OrderID here.

goDefaultAnalysisName Specifies the default title that will be used for each new Analysis created. The default value is: Untitled Analysis.

goDefaultDashboardName Specifies the default title that will be used for each new Dashboard created. The default value is: Untitled Dashboard.

goDefaultReportName Specifies the default title that will be used for each new Report created. The default value is: Untitled Report.

goHideColumnSelection Specifies whether the column selection panel will be shown in the Analysis page's Data tab after a table is selected. When set to False, all columns are au-tomatically selected. The default value is True.

goHomeName Specifies the title of the Home page. The default value is Home.

goReportStarterFile Specifies a file to be used as the initial Save File for the Report Author in cases when the Save File does not exist yet. For exam-

ple, when the Save File is different for each user, the Save File Starter file can include a set of default tabs and panels. Example: @Function.AppPhysicalPath~\SaveFile\InitialReport.xml

Create a Save File Starter file by setting a Save File value, then opening and working with the Report Author to create the desired default set of tabs and panels, then moving and/or renaming the Save File into the Save File Starter location.

goSchedulerEnabled Controls whether the Schedule icon appears in the Home page list of reports. The default value is False.

SchedulerApplicationID Specifies the ID that will be used for this task in the Logi Scheduler. The default value is InfoGO.

Other constants, unrelated to InfoGO, may also exist.

Customizing InfoGO In addition to setting the constants identified in the previous topic, InfoGO can be customized or "branded" in several ways to make it look like "your" application. This is optional and you can skip this section if you don't want to do this.


Reports Customization Opportunity

goBookmarkSharingUserlist Used to specify an optional list of user names, with other information, that will made be

available for selection when sharing folders with users.

goCustomizations.goWebHeader Company name, logo, header colors, and separator line can be customized here.

goCustomizations.goWebFooter Copyright statement, footer colors, and separator line can be customized here.

Support Files Customization Opportunity

goCustomizations.Custom.css Add your own custom CSS classes here; be sure to include this file using a Style or Global Style element.

goCustomizations.Custom.html Include custom HTML for insertion within the HTML <Head> tags. Among other things, this is where you can specify the location of your Favicon file.

goCustomizations.Custom.js Include custom JavaScript for use within the application.

goCustomizations.dmfAnlysisGrid.xml Definition Modifier code for the goAnalysisGrid definition. A reference to this already exists in the definition.

goCustomizations.dmfDashboard.xml Definition Modifier code for the goDashboard definition. A reference to this is already exists in the definition.

goCustomizations.dmfHome.xml Definition Modifier code for the goHome definition. A refer-ence to this is already exists in the definition.

goCustomizations.dmfReport.xml Definition Modifier code for the goReport definition. A refer-ence to this is already exists in the definition.

goCustomizations.dmfShared.xml Definition Modifier code for the goShared definition. A refer-ence to this is already exists in the definition

goCustomizations.dmfSchedulerManager.xml Definition Modifier code for the goScheduleManager definition. A reference to

this is already exists in the definition.

Themes You can also change the basic look of the application by changing its Theme, which is set in the _Settings defi-nition.


The default Theme is Signal but, as shown above, you can use other themes. More information about themes can be found in our document Working with Themes on DevNet.

Embedding InfoGO The InfoGO application can be embedded into other Logi applications or into non-Logi HTML pages. Embedding without SecureKey The following example shows one way to embed InfoGO into another Logi application, without using Logi Se-cure Key.



As shown above, an Include HTML element is added to the report definition. Width control is exercised by placing it inside a container, like an HTML table Column Cell or a Division, whose width can be set. Here's the HTML code to include:

<script language="javascript" type="text/javascript"> function resizeIframe(obj) {

obj.style.height = obj.contentWindow.document.body.scrollHeight +

'px';

}

</script>

<iframe src='http://yourServer/InfoGO' style="width: 100%; min-height:

1200px; frameborder: false;" frameborder='0'

onload='javascript:resizeIframe(this);' "

scrolling="no">

</iframe>

The same code can be used to embed InfoGo into a non-Logi application. Embedding with SecureKey If you want to embed InfoGo and make use of Logi SecureKey authentication, you first have to get the SecureKey value from the InfoGO application.

One way to do this is shown above. Under a Local Data element, DataLayer.CSV is used to retrieve the key val-ue. This datalayer type is used because it can use a URL to retrieve the data. Its CSV File attribute value will be similar to:

http://yourServer/InfoGO/rdTemplate/rdGetSecureKey.aspx?ClientBrowserAddress= 127.0.0.1&[email protected]~&[email protected]~&

[email protected]~

That retrieves one row into Local Data, with a column named SKey, containing the SecureKey value. Then, us-ing the same embedded script from the previous example:


2. Otherwise, if you don't see that attribute, click the Source tab at the bottom of the Workspace panel to

edit the source code manually. Find the <General tag, highlighted above, and paste the following attrib-ute text into it, before the BookmarkLocation attribute: BookmarkCollectionDefault="@Function.UserName~goCollection"

Be sure there's a space before and after this text. This is the default value - if you've used a different bookmark collection naming convention, you'll need to adjust the value accordingly.

3. Switch back to the Definition tab and save the _Settings definition.

That completes the special upgrade configuration.


Using the InfoGO Application InfoGo is a Logi application that provides a complete self-service reporting experience. This chapter is intended for end-users who'll be using the application via their browsers. InfoGo is a web application that's part of the Logi Info Self-Service Reporting Module (SSRM). It allows you to:

Create charts, tables, and other visualizations of your data Save these "visuals" in your own gallery Combine them into dashboards Place them in reports that can be shared with others Schedule reports for automatic generation and distribution

The Home Page When you launch InfoGo, you'll see this initial page:

The three colored panels are your menu for the different features in the applications. The gray icon in the up-per left-hand corner will always return you to this page.


Once you begin to create analyses, dashboards, and reports, they'll appear on the Home page in the list shown above. As you work on them, they're saved automatically and listed here. In subsequent sessions, you can re-open them or delete them here. And, if scheduling has been enabled, you can schedule them from here as well (this is described in detail in a later section). The Search feature lets you filter the list, just by typing a name into it and you can organize your work into folders and share them.

About Analyses The basic purpose of this application is to let you see your data, so that you can understand it. InfoGo lets you see your data as tables and charts, in a variety of arrangements. It allows you to perform a wide range of activities with your data, including sorting, grouping, and filtering it. The analyses and visualizations you create can be saved, viewed, combined, and even exported. They can be scheduled for regular production and shared with others. InfoGo makes all of this easy to do, so let's get start-ed. From the Home page, click the Analyze and Visualize panel.


Selecting Data The first thing you need to do is select the data that you'll be working with:

1. Select some data to work with, as shown above. The data source tables and views available to you have been determined by the application developer. If multiple datasets have been made available, you will have to select a data source, then tables or views.


The columns available for each table or view will appear in a tooltip to help you identify the one you want. No-tice we changed the title.

When you select a data source table or view, the page will immediately change to include all of its columns in an InfoGo table. You can limit the columns to be included to just those you need by using their checkboxes, as shown above. Click Apply Column Selection to refresh the InfoGo table after you add or remove columns.

Your InfoGo application may have been configured so that you do not need to select columns. In that

case, the checkboxes shown above for column selection will not be displayed and all columns will be available by default.


2. You can add more data, using a join, if desired. Like tables, the joins available to you have been deter-mined by the application developer. In the example above, a join has been selected and new columns have been added to the table. Note the red and blue color-coding at the top of the data selectors and the table columns, indicating where the columns came from.

What's a "join"? A join combines two sets of data to produce a single dataset. Different types of joins

produce different results. One type simply combines all records and columns into one dataset. Other join types are selective: records and columns are combined only when a specific column value in both datasets match. For example, in the table above you can see that the "Order ID" column appears twice, once from each source dataset, and that the values in both columns match. Multiple joins can be used to combine multiple of da-tasets. Once you've selected data, all of the other tabs at the top of the application become enabled. Click the Data tab to hide the data selection controls.


Showing, Hiding, and Moving Columns You've selected which data columns to include in your working dataset but you may not want to see them all. The Columns tab let's you control which columns are displayed:

As shown above, you can remove a column from the table by unchecking it. We've used this to remove the duplicate "Order ID" column mentioned in our earlier discussion of joins. The All or None buttons make work-ing with lots of columns easier, and you'll need to click OK to refresh the table with any changes. Click the Col-umns tab again to hide the controls.

You can also rearrange the order, and change the widths, of table columns using two "drag handles" that ap-pear when you hover your mouse over a column header, as shown above.


Creating Formula Columns Click the Formula tab to use the feature allows you to add calculated columns to the data.

New columns are added at the right side of the table but can be relocated by dragging them at runtime. Here's how to use this feature:

1. Help constructing a formula is available via the Formula Help button. 2. Enter the Name for the column that will be added to the table. 3. Enter the formula by typing it in here. Column names should be enclosed within square brackets [ ]

and typical math operator symbols, such as + - * / should be used. To prevent spelling errors, columns can be inserted by selecting them from the "Insert a column" list and clicking the Insert button. You can always edit or delete anything in this space.

4. Specify the Data Type for the new column. 5. Specify a Display Format. Formatting options include numeric and date formats. Click Add to create

the new column and refresh the table. 6. As formula columns are created, they're added to the Formula Columns list. Use the adjacent Replace

and Remove buttons to manage the list. Columns that have been added are now included in the list of available columns (3) for use in other formulas.

Functions entered into the Formula text box are processed by the database server. You can't use JavaS-

cript or Logi Info functions here. Make sure that any functions entered here use the syntax required by your database server. These may differ from one database to another, i.e. Oracle may be different from MS SQL Server. If you use the Formula Help button, you'll be shown help information for your specific database. When done, click the Formula tab to hide the panel.


Sorting Rows Click the Sort tab to use the feature that allows you to set the sort order of the InfoGo table rows.

Here's how to use this feature:

1. Select a data column to sort:

You'll see that the options are grouped and color-coded to make it easier for you to identify them. If you created any Formula columns, they'll be in there, too.

2. Select a sorting order direction; click Add to add the sort and refresh the table. Repeat as desired. 3. As Sort Order columns are created, they're added to the list of sorts. Use the adjacent Replace and

Remove buttons to manage the list.

The InfoGo table columns will be displayed in the sort order you specify. It's still possible to sort based on indi-vidual columns later, by clicking their column titles. Click the Sort tab to hide the panel.


Filtering Rows Click the Filter tab to use the feature that lets you remove InfoGo table rows that don't meet your criteria.

Here's how to use this feature: 1. Select the Filter Column containing the values to be compared:


2. Set the filtering criteria by selecting a Comparison operator from the list. Comparison operators include = , <, >, < =, > =, Not =, Starts With, Contains, Not Contains, and Does Not Start With. If the Filter Column is a date, then Date Range is available and some other options are not. The Starts With and Contains operators are useful for finding values at the beginning or within data and will work with both text and numeric data. The Not Contains and Does Not Start With operators work in the opposite manner.


Depending on the comparison chosen, additional input controls may be displayed, for example, for date ranges.

3. Enter a comparison Value. Wildcard characters (*, %) are not allowed in these values. Click Add. Rows that don't meet these criteria will be removed from the table.

4. As filters are created, they're added to the filter list. Use the adjacent Replace and Remove buttons to manage the list.

If you add multiple filters, initially rows that meet all the conditions will be retained (an "And" situation). Click-ing the And link in the Filters list, shown above, changes it to an Or link, so rows that meet any of the condi-tions will be retained. A set of four arrow icons will also appear by the Remove button. These can be used to re-order the precedence of the filters or to group them together in various arrangements using parentheses. When done, click the Filter tab to hide the panel.

Grouping Rows Click the Group tab to use the feature that lets you group InfoGo table rows together.



1. Select the Grouping Column for the first level of grouping from the list of columns. Depending in the column's data type additional input controls may be displayed. Click Add to group the data and refresh the table. Repeat as desired to create sub-groups.

2. As groups and sub-groups are created, they're added to the Groups list. Use the adjacent Remove and Replace buttons to manage the list.

3. The Exclude Detail Rows checkbox can be used to hide the rows that have been grouped, "collapsing" each group into a single row in the table.

Click the Group tab to hide the panel.

Calculating Totals and Averages Click the Aggregate tab to use the feature that lets you calculate totals, averages, and other aggregations.


1. Select the Data Column to be aggregated from the column list.



2. Select the Aggregate Function. Options include: Sum, Average, Standard Deviation, Count, Distinct Count, Minimum, and Maximum. Click Add to aggregate the data and refresh the table.

3. As aggregates are created, they're added to the Aggregates list. Use the adjacent Replace and Remove buttons to manage the list.

Aggregate values will be displayed in the header, as shown above. If Grouping is in effect, aggregate values will also appear at each grouping level in the data grid. Click the Aggregate tab to hide the panel.

Creating Charts and Gauges Click the Chart tab to use the feature that lets you create charts and gauges:



1. Click the button for the type of chart to be created. Specific controls will be displayed, depending on the selected type.

2. Assuming a Bar chart was selected, select the Label Column. This provides data for the X-axis of the chart. If the column selected is a date-type column, an interval control (Year, Quarter, Month, Day) will be displayed.

3. Select the Data Column (Y-axis data, the "height" of each bar). You'll see that the options are grouped and color-coded to make it easier for you to identify them. If you created any Formula columns, they'll be in there, too.

4. Select a Data Aggregation function. Options include: Sum, Average, Standard Deviation, Count, Distinct Count, Minimum, and Maximum.

5. For Bar, Line, and Curved Line charts: Select an optional Forecast type, algorithm, and cycle. Click Add to generate the chart and refresh the display.

6. As charts are created, they're added to the Charts list. Use the adjacent Replace and Remove buttons to manage the list. Note that you select the chart type again, modify the existing values, and then click Replace to change a chart.

The chart will be displayed in its own panel:


The chart will include Quicktips, which appear when you hover your mouse over a data value, as shown above. In addition, "resizing handles" will appear when the mouse is over the chart, allowing you to resize it by drag-ging them. Bar charts that are not time-oriented will automatically be shown in a horizontal format, unlike the one shown above. This allows greater clarity in reading the "X-axis" label text.

Charts are added in their own panels and the table's also in its own panel. You can expand and collapse these panels using their "+" and "-" icons. You can also rearrange their order by dragging with your mouse near the top of a panel. Data Forecasting Data Forecasting is available for Bar, Line, and Curved Line charts. Data forecasting is the process of generating values based on events that have not yet occurred. "Prediction" is a similar but more general term. Forecasting


refers to formal, statistical methods that use time series, cross-sectional, or longitudinal data to produce pre-dicted data. Typically, forecasts are displayed most effectively on charts. Forecasting analysis options include:

Time Series (Time Series Decomposition), consisting of data in a natural, time-related order with a strong interval, where the Label Column data is of DateTime-type and the Data Column is a number.

Regression, using one of several regression analysis functions. Regression analysis is recommended when the focus is on a relationship between a dependent value and one or more independent values. Available regression analysis functions include:

o Linear - used to calculate predictive values based on a trend line. o Autoregressive - used when attempting to predict an output of a system based on previous

outputs. The estimation technique used is based on "Burg's" method. o Exponential, Logarithmic, Polynomial, or Power - non-linear types used to display the relation-

ship between dependent and independent variables as a curvilinear function, which may pro-vide more accuracy than a linear regression.

More information about forecasting with Logi Info can be found in our Forecasting Elements document on DevNet. Click the Chart tab to hide the panel.

Pivoting and Summarizing Data Click the Crosstab tab to use the feature that lets you create a crosstab (also known as a "pivot") table:



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1. Select the Header Values Column, whose values will be shown horizontally, as column headers, across the top of the crosstab table. Additional controls may appear depending on the data type of the se-lected column.

2. Select the Label Values Column, whose values will be shown vertically, in the left-most column of each row.

3. Select the Aggregate Values Column, whose values will be aggregated to produce the contents for the rest of the table cells.

4. Select the Aggregate Function to be applied to the column selected in Step 3. Options include Sum, Average, Standard Deviation, and Count.

5. Check the Compare Columns checkbox to cause the difference between column values to be dis-played, along with indicative cell shading, as shown in the example above. Click Add to generate the crosstab table, in its own panel.

6. As crosstabs are created, they're added to the Crosstabs list. Use the adjacent Replace and Remove buttons to manage the list.

Click the Crosstab tab to hide the panel.


Controlling Paging Click the Paging tab to control the pagination of InfoGo tables:

Here's what you need to do:

1. Choose a paging option:

o Show all rows will display all of the data at once in the table. Caution: Selecting all rows can result in a length delay while data is retrieved.

o Show paging will display a fixed number of rows per page and display the paging controls.

2. If Show paging has been selected, enter the number of data rows to display per table page. Click OK to refresh the display.

These settings affect all tables. Click the Paging tab to hide the panel.

Exporting Data InfoGo tables include three Export functions, controlled by the Export buttons:

These allow you to export the table's data, as follows:


Excel - The data is exported into an .xls file, as raw data. The file can be viewed in Excel (if installed on your computer) or can be saved to your file system. InfoGo table column headers are exported into the first row of the Excel worksheet, numbers are exported as text, and the data is not formatted. No specific worksheet col-umn widths set.

CSV - The data is exported into a .csv file, as raw data. The file can be viewed in Notepad (or any text editor) and in Excel (if installed on your computer) or can be saved to your file system. InfoGo table column headers are exported into the first row. All fields are enclosed in double-quotes and separated by commas.

PDF - An image of the table is exported into a temporary .pdf file. This file can be viewed in your browser using the Adobe Acrobat plug-in, similar plug-ins, or, in some cases, native browser technology. Viewers usually let you save the export as a file, if desired, or print it. Table headers will be displayed at the top of each PDF page.


Adding to Your Visual Gallery As you created tables and charts, you probably noticed that each included an Add to Visual Gallery button.

When you click the button, you'll be prompted for a title and description. These, and a thumbnail image of your visual, are stored in your personal gallery. You can see and manage your Visual Gallery when using either of the Home page Design options. You use the visuals from your gallery when creating Dashboards, the topic of the next sections, and Reports.


Organizing Work in Folders

Once you create an analysis, dashboard, or report, it appears as an item in the list on the InfoGo Home page:

When you hover your mouse over the right end of a row, several icons will appear, as shown above. These al-low you to schedule and share (both discussed later) or delete the item. The items have been have been automatically filed in a folder called My Items, which you can see on the left above. This is your private folder and may be all the organization you need.

However, you can create sub-folders and move your items into them, for more flexibility. As shown above, hovering over a folder entry will cause a "gear" icon to appear and clicking it will let you add a new folder be-neath it.


In the example above, we've added two levels of sub-folders. Click a folder to see what's in it. Click its "gear" icon to create sub-folders, rename the folder, or delete it and its contents.

To move an item from one folder to another, just drag its "drag" icon - -to the desired folder, as shown above. Click the destination folder to see the moved item.

You can even drag a folder (and all its contents) into another folder, as shown above.


Sharing Your Work

You may want to share your work with other InfoGo users. Sharing is an optional InfoGo feature that may have been enabled by your InfoGo developer.

Sharing Individual Items Individual reports, dashboard, and analyses that appear in your folders can be shared.

Hover your mouse over the right side of the item in the list and you'll see the "share" icon. A gray icon means the item has not been shared with anyone, and a green one means it has been. Click the icon to manage shar-ing.

In the Share panel, shown above, you select users to share this item with. You can see this item has already been shared with user "Thomas".


Depending on how the application has been configured, you may or may not see a list of users like the one above. If not, start typing a name in the Find text box and matching user names will be displayed for you. Click the icon by a name or select a name from the suggestions to share this item with them. Repeat as neces-sary for each user. Click the "trash can" icon to stop sharing it with someone.

Items that are shared with someone else (or with you) will be in their Shared with Me folder. Click it to see its contents. Hover your mouse over an item to see who shared it with you. The user "Thomas", who had an item shared with him in the previous example, would see something like the folders and item shown above. Sharing Entire Folders In much the same way, you can share an entire folder and its contents.

If sharing is enabled, folders will have a "share" icon, too, and clicking it will allow you to share it. The same icon colors (gray = not shared, green = shared) apply here. If you shared the "2014" folder with user "Thomas", then...


... he would see the folder and its contents, as shown above. Notice that the item's icon indicates that it's shared. Any new items you moved into your 2014 folder later on would also show up in his shared 2014 folder.

Finally, you can also drag a folder from the Shared with Me folder into one of your folders. This creates a "folder shortcut" with a special icon, as shown above, which can save you the trouble of having to drill-down through many levels of shared folders to get to a folder you use often.

Dashboard Geography An InfoGo dashboard consists of a collection of visuals:


They're placed into dashboard panels and grouped on dashboard tabs, as shown above.

Adding Visuals When you create a new dashboard, or when you change tab settings, your Visual Gallery will be displayed:


As you can see above, it's a collection of all of the visuals you've saved in the gallery. You can recognize them from their thumbnail images, and from the titles and descriptions you entered when saving them. Each visual has a button for adding and deleting it from the dashboard. Add a few of them now to your first dashboard.

Dashboard Settings Dashboard settings are configured by clicking the gear icon next to the dashboard title:

The available options, shown above, allow you to change the dashboard title, or duplicate the current dash-board.

Tab Settings Dashboard tab settings are configured by clicking the gear icon next to the active tab title:

The available options, shown above, allow you to add visuals from your Visual Gallery, change the panel layout, rename the tab, or remove it altogether.


The Tab Layout, by default, is three columns of equal width, as shown above. Panels will fit into one of these columns. You can select up to eight columns, in equal and unequal widths. You can also select a Free-form layout instead of using columns - this allows panels to be in any arrangement, even overlapping. You can create a new tab using the "+" icon.

Panel Settings and Placement Each dashboard panel has its own settings icon:

The available options, shown above, allow you to change the panel title, or remove the panel from the dash-board.


As shown above, panels can be re-arranged by dragging their title bar areas. When you do, the cursor changes to a drag cursor and a "drop zone indicator" will appear as you drag the panel toward a new location. If the drop zone is above or between other panels, they'll move when the panel is dropped. The tab's layout controls where panels can be dropped, in columns or free-form.

When the mouse is hovered over a panel containing a chart, resizing handles will appear. These can be used change the chart size and if made large enough, the panel itself will change size, too. In a columnar format, making the panel wider will affect the width of its column.

About Reports An InfoGo report displays an arrangement of components that convey the information you want to see. Visuals from your Visual Gallery can be included in reports. Charts are fully functional in a report: their anima-tion, hover highlighting, Quicktips, etc. work just as they did in an analysis. Each time the report is run or refreshed in the browser, its visuals will retrieve data from their databases and display it. The report is therefore a "snapshot" of the data as it was at the time the report was last refreshed. Reports you create are automatically saved and will appear in the list of resources on the Home page. From the Home page, click the Design Report panel.


Report Components An InfoGo report can use any of the following components:

1. Text - You can enter text to be displayed in the report. Various font attributes like size can be set as desired.

2. Image - You can upload an image for display in the report. 3. Line Space -You can add blank lines to provide spacing and reading clarity. 4. Link - You can add links to other reports or web pages. 5. PDF Link - You can add a link that will download the report to PDF format. 6. Split Row - You can add an empty row that's divided into multiple columns, and then drag content into

them. 7. Visual - You select a visual from your Visual Gallery for display in the report.

You may have as many of these components in your report as you'd like.


Report Design Mode Just under the report title, you can see the Design and View buttons, which let you switch modes. When you first create a new report (from the Home page), it starts in Design mode. You can switch modes at any time. Components in the report will appear in a series of panels:

Design mode, shown above, let's you build or modify your report.

1. Component Toolbox - Components appear on the left. Drag them onto the report canvas to add them. 2. Re-arrange components on the canvas by clicking their drag icon - - and dragging them into a new

location.


3. Configure component settings or delete them by clicking the "gear" or "x" icons. 4. Add/Remove columns for the Split Row component by clicking the "columns" icon.

When you add a Visual component to the canvas, your Visual Gallery will be displayed and you can select one or more visuals to be inserted into your report. Chart animation, resizing, hover highlighting, and quicktips will all be active in the report. Each selected visual will be inserted into its own separate panel.

As shown above, components can be re-arranged by dragging their drag icon. When you do, the cursor chang-es to a drag cursor and a "drop zone indicator" bar will appear as you drag the component toward a new loca-tion. If the drop zone is above or between other components, they'll move when the component is dropped.

Report Settings Report settings are configured by clicking the gear icon next to the report name:

The available options, shown above, allow you to change the report name or duplicate the current report. The name shown here identifies the report inside of the InfoGo application and on the Home page resources list. However, it is not included (nor is the gear icon) when the report is downloaded to a PDF document.


Report Component Settings Each component has its own settings, which are displayed by clicking the component's "gear" icon:

As you'd expect, the settings will be different for different components. The settings for the Link component are shown above.

The Text component has a similar Settings panel; however, for quick text-only changes you can edit the text “in place”. Just hover your mouse over the right end of the component, as shown above, to see its special "pencil" icon, then click it to edit the text.


The Image component Settings panel, shown above, lets users include images using a URL or by uploading them. They can also select them from a list of uploaded images stored in a designated folder.

Report Download to PDF If you choose to include a "PDF Link" component, you should be aware of what the PDF version of the report will look like.


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When the report is converted into a PDF, the internal InfoGo report name, the Design and View buttons, and the PDF Link component itself are removed. The example above shows the differences. This means you'll most likely want to include a Label at the top of the report, as its title, if you plan to use the PDF Link component.

Scheduling Report Delivery Reports can be scheduled for automatic generation and delivery via email as a PDF attachment. Dashboards and analyses cannot be scheduled. Scheduling is an optional InfoGo feature that may have been enabled by your InfoGo developer.


You can determine if Scheduling is enabled by hovering your mouse over a report entry in the resource list on the Home page. If it is, a clock icon will appear, as shown above. If not, no icon will appear. When reports have already been scheduled, a green clock icon appears for it (no mouse hover required).

If a report has been scheduled, the details will be displayed in a tooltip made visible by hovering your mouse over the green clock icon, as shown above. Select a report and click its clock icon to set up a delivery schedule.


Report Scheduling Details To schedule a report, you need to provide the delivery details and report generation frequency:

The Schedule panel is shown above. Its controls are:

1. From - Enter your email address (or the email address you want to appear as the "Sent From" address). 2. To - Enter the email address of the report recipient. Separate multiple addresses with a semi-colon

(";"). 3. Subject - Enter a brief subject description. 4. Message - Enter the text of the email message, included when the PDF or Excel format option is cho-

sen. 5. Schedule - Select the interval and frequency for generating and delivering the report. These options

change depending on the initial selection and are described in more detail below. 6. Buttons - Click Done to save the settings. Click Run Now... to generate and deliver the report immedi-

ately. Click Remove... to remove this scheduled occurrence. You can also click the "X" icon to close the panel, without saving any changes, at any time. Schedule Options: Once This option generates and delivers the report exactly one time:


Start Time - Format must use the 24-hour clock. You can select it from the Time Picker by clicking the clock icon, as shown above (selected time can be made more exact by editing it once it's in the input control).

Start Date - Format must be YYYY-MM-DD. You can select it from a Calendar by clicking the calendar icon.

Schedule Options: Minutes, Hours, Daily This option generates and delivers the report every X minutes, hours, or days:

Every - Select the interval of minutes, hours, or days desired. Use caution if selecting minutes; repeti-tive short time intervals may impact server performance.



End Date - An optional date for stopping the scheduled deliveries. Format must be YYYY-MM-DD. You can select it from a Calendar by clicking the calendar icon.


Schedule Options: Weekly This option generates and delivers the report at various weekly intervals, on specific days of the week:

Every - Select the interval of weeks desired. Days - Use the checkboxes to specify the exact days desired. Start Time - Format must use the 24-hour clock. You can select it from the Time Picker by clicking the

clock icon, as shown above (selected time can be made more exact by editing it once it's in the input control).



Schedule Options: Monthly This option generates and delivers the report on specific days in specific months:


Day X of the Month - Enter a specific day number, 1-31, for report delivery in each of the selected months. Ensure that the day number actually exists in each selected month (non-existent days will be skipped). - or -

Nth Weekday - Select first, second, third, fourth, or last specific day of the week for report delivery in each of the selected months.





Resources and Support The following resources are available if you need additional information or support: Corporate Headquarters Phone: 1-888-564-4965 (703) 752-9700 Fax: (703) 995-4811 Email: [email protected] Address: 7900 Westpark Drive, Suite A200 McLean, VA 22102 Web site: www.logianalytics.com Developer http://devnet.logianalytics.com Network: Sales Department Email: [email protected] Customer Service and Support Email: [email protected]


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