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SEAGATE ANALYSISEvaluator’s Guide

Seagate Software840 Cambie StreetVancouver, B.C., CanadaV6B 4J2

Copyright ©1999 Seagate Software, Inc. All Rights Reserved. Seagate and the Seagateare registered trademarks of Seagate Technology, Inc. Seagate Software is a trademarkSeagate Software, Inc. Seagate Info, Seagate Analysis, Seagate Crystal Reports, Seagaand Seagate Worksheet are trademarks of Seagate Software, Inc. or one of its subsidiarother trademarks are the property of their respective owners.

Contents

Test Drive: Seagate Analysis ............................................................................. 1

Understanding Seagate Analysi .......................................................... ............ 2

Viewing a Report/Query using Seagate Analysis ............................................. 2

Understanding the Report Tab.......................................................................... 4

Understanding the Query Tab ............................................................................ 5

Understanding the Cube Tab ............................................................................. 8

Designing a Basic Query .................................................................................. 10

Enhancing a Query for Reporting & Analysis ................................................ 14

Developing a Report Based on a Query .......................................................... 16

Developing a Multi-dimensional OLAP Cube ................................................. 19

Navigating Multi-Dimensional Data (OLAP) .................................................... 21

Summary .................................................................................................. 26

Evaluator’s Guide i

Contents

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TEST DRIVE: SEAGATE ANALYSIS

Seagate Analysis makes it easy for any user to access, analyze and roff decision-making information.

In this Test Drive, you will learn about all the basic analysis and reporttasks most often conducted by business users and analysts in your organization. These tasks include:

• Viewing and analyzing Analysis documents including reports, querand multi-dimensional data (OLAP)

• Exporting data to MicrosoftTM Excel

• Conducting an ad hoc database query

• Designing a report based on a query

• Building a multi-dimensional OLAP cube

Evaluator’s Guide 1

Test Drive: Seagate Analysis

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Understanding Seagate Analysis

Seagate Analysis is an integrated desktop tool that contains all the baof business intelligence. It provides integrated technologies for ad hocquery, multi-dimensional data analysis (OLAP) and reporting, all with easy export capabilities to MicrosoftTM Excel.

Seagate Analysis contains a variety of samples to help get you startedanalyzing your data including data captured in SAP, MicrosoftTM BackOffice, and Lotus® Notes/Domino. These sample reports can be uto:

• Determine traffic flow patterns for your web site

• Calculate how many Windows 95 machines are on your network a

whether they’ve received the latest patch from Microsoft

• Clean up your hard drive by running a report on duplicate and unufiles.

• and much more!

This test drive will help you walk through the basic functionality of Seagate Analysis so you can see first-hand the value it provides.

Viewing a Report/Query using Seagate Analysis

1. To launch Seagate Analysis, click on the Seagate Analysis icon cated on your desktop by the installation.

2. The Welcome to Seagate Analysis dialog box appears. To view anexisting report for this test drive, select to “Open an existing Analysis” document”. Click OK.

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3. The Open dialog box appears. In the General Interest folder, highlthe Population Statistics - US Census report.
4. Select OPEN.5. The report opens with the default Report tab selected.



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Understanding the Report TabBuilt using best-of-breed technology from Seagate Crystal Reports, thworld standard for desktop reporting and analysis, Seagate Analysis’Report tab provides users with the ability to view and analyze existingreports and analysis documents - plus create new reports based on qu

This section will review the basic of viewing an analysis document in thReport Tab. For details on designing and editing reports based on querefer to “Designing a Report Based on a Query” later in this chapter.

To analyze a report using the Report tab, complete the following steps:

1. Locate specific population information about the state of New JersClick on the “+” sign located to the left of “Northeast”. The naviga-tion tree expands.

2. Click on the “+” for Middle Atlantic, then New Jersey.

3. Highlight “New Jersey”. A new tab appears with the population details specific to this state displayed in the right pane. You can quickly see that the population of New Jersey is 8,450,532.

Note Seagate Info’s Page-on-Demand technology allows users to quickly and easily navigate through large reports to locate the information they need. System performance and speed also improve because only the requested pages of the report are downloaded to the client.

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4. Click the Preview tab to view the whole report.

When examining a graph/chart, you can drill down to look at the detailbehind summary data. By double-clicking on an item in the chart, you reveal more detailed information in a report or query

1. Move the cursor over the pie chart in the Population Report.

2. Double-click the blue segment representing the Midwest region. Seagate Info displays another tab called Midwest with additional pcharts showing the population distribution by states in two sub-regions.

3. Double-click on the blue segment representing Illinois in the first graph to see another tab that displays a detailed view of this regioYou can quickly see that the population for the 25-29 region i1,076,414.

4. Click the Preview tab to view the whole report.

The Report Tab also includes many other features for designing and enhancing queries and reports. To test these features, refer to the secentitled “Designing a Report Based on a Query” later in this chapter.

Understanding the Query Tab

Seagate Analysis allows you to get fast answers to specific questionabout what’s driving your business. The Query tab gives you access todata to answer these questions. You don’t have to be a database expeSeagate Analysis hides the technicalities from you and gives you an epoint-and-click interface to designing queries.

Seagate Analysis can help you create queries for the two main types needs. The first requirements is for someone looking for a quick piecedata, for example, how many customers bought product in my region the last 6 months. Or, what pages on my web site were accessed the last week? The second requirement is for someone wanting to obtain detailed set of data from which to design a report or conduct deeper analysis - possibly using the Cube tab in Seagate Analysis.



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This section will review the basics of opening an existing analysis document in the Query Tab to make minor modifications. For details odesigning basic and complex ad hoc database queries, refer to the seentitled “Designing a Basic Query” later in this chapter.

To use the Query tab to determine the population of females in the South and West regions, complete the following steps

1. If you do not already have the Population Report open, complete s#1-5 outlined in the previous section entitled “Viewing a Report/Query using Seagate Analysis”.

2. Click on the Query tab located in the bottom left-hand corner of thwindow.

3. The Population Report query appears. You can use this existing qand make minor modifications to obtain a specific piece of data orrecords that pertain to your business problem.

4. Please take a moment to familiarize yourself with the Query tab viThe interface is divided into 3 sections:

• The Table section displays the query’s selected tables and linking.This section may not be displayed in the default view. To view thissection, select View, Design Panels.

• The Design Panels section contain the various design panels from which you build and modify the query.

• The Results section displays the resulting records of the query.

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5. Please take a moment to familiarize yourself with the six types of Design Panels: (NOTE - some panels may not be displayed in thedefault view)

• Fields - Contains all the fields that will be displayed in the query results. These fields can be database, summary or formula fields.

• Groups - Groups the query results into categories such as regionsyears, etc. You can group on database fields and summary fields specify your own grouping.

• Sorts - Sorts the query results in ascending or descending order. Ycan sort on database fields, summary fields and formula fields.

• Filters - Filters the query results to return only those records that satisfy a specified condition. For example, all records in which thevalue is greater than $50,000. You can filter the query results basedatabase fields or formula fields.

• Group Filter - Filters the query results to return only those recordthat satisfy a specified condition that is based on the values of onmore summary fields (field that summarizes the values in a group a group total).

• Analysis Fields - Contains special fields such as formula fields andparameters.

6. From the Groups panel, drag-and-drop the Region field into the Filters panel. The Edit Field Range dialog box appears.

7. From the drop-down box, select “is one of”.

8. A second drop-down box appears. Select West, then South.

9. Click APPLY, followed by OK.

10. From the Groups panel, drag-and-drop the Gender field into the Filters panel. The Edit Field Range dialog box appears.

11. From the drop-down box, select “is equal to”.

12. A second drop-down box appears. Select Female.



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13. Click APPLY, followed by OK.

Refresh Icon 14. Choose the refresh button from the toolbar. Notice the new data appears in grid format in the lower right pane.

15. To view the new query in a presentation-style format, click on the Report tab. Notice the data in the report is refreshed to reflect the changes in the query.

Many other features are available in the Query Tab for fine-tuning youquery to answer specific business questions. To learn more about the design functionality of this ad hoc query component, refer to the sectioentitled “Designing a Basic Query” later in this chapter.

Understanding the Cube Tab

Although the functionality in the Query and Report tabs together providvery powerful method of analyzing your data, this method is ideally suito producing a snapshot of a particular set of data. The Cube tab provbusiness users and analysts with the ability to explore different views data in a worksheet-style format.

Multi-dimensional analysis lets you discover trends and relationships iyour data that might not be obvious at first glance. Of course, this mea

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you gain insight into certain aspects of your business so you can makmore effective decisions.

This section will briefly review the user interface in the Cube tab. To tedrive designing a multi-dimensional OLAP cube and the various analytical features, refer to the section entitled “Navigating Multi-Dimensional OLAP Data” later in this chapter.

To view an existing report/query in multi-dimensional format, complete the following steps:

1. If you do not already have the Population Report open, complete s#1-5 outlined in the previous section entitled “Viewing a Report/Query using Seagate Analysis”.

2. Click on the Cube tab located in the bottom left-hand corner of thewindow.

3. The Population Report is organized in a multi-dimensional format.You can now navigate through the population data to identify relationships, anomalies and trends.

4. Please take a moment to familiarize yourself with the worksheet-sview of the Population data.

Dimensions

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Field Selector

Hierarchy Selector



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5. To test drive the features within the Cube tab, please refer to the section entitled “Navigating Multi-Dimensional OLAP Data” later inthis chapter.

6. To close the Population Report, select File, Close.

7. When prompted to Save Changes, select No. The Population Repcloses.

Designing a Basic Query

Seagate Analysis can help you create queries for the two main types oneeds. The first requirements is for someone looking for a quick piecedata, for example, how many units of my small business products havsold in the past 6 weeks. Or, what regions sold more than $5 million inrevenue last quarter? The second requirement is for someone wantingobtain a detailed set of data from which to design a report or conduct deeper analysis.

This section will help you to test drive the steps required to create a baquery. For details on developing a more detailed query for the purposereporting and multi-dimensional analysis, refer to the section that follo

To determine the total population for each region in the Pacific District:

1. If you do not have Seagate Analysis running click on the Seagate Analysis icon created on your desktop by the installation. The Welcome to Seagate Analysis dialog box appears.

2. If you already have Seagate Analysis running, select File, then NeThe Welcome to Seagate Analysis dialog box appears.

3. Select “Create a new Analysis document”. Make sure the “Use QuAssistant” box is checked. Click OK.

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4. Seagate Analysis launches with the default Query tab selected. Plreview the description of the user interface on page 66.

5. In the Query Assistant, click NEXT to begin. The Analysis Exploreappears.

6. Using the directions in the Query Assistant, navigate through the Analysis Explorer to locate the tables listed in the Population database. This database is located in SQL Data Sources\ODBC\ ODBC - Population Sample Data.

7. Using the instructions in the Query Assistant, add all four tables (AgeRange, popInfo, State and StateFundamental) into the Tablesection.

8. Click NEXT in the Query Assistant. To link the tables, click on the “here” hyperlink in the Query Assistant. The tables will be automatically linked.

Note The Query Assistant is a great guide for learning how to quickly and easily create a query. If you do not want to use the Query Assistant, simply click cancel. Please note that you cannot reverse this action. To use the Query Assistant after clickincancel, you will need to start a new query.



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9. Click NEXT in the Query Assistant to read instructions on choosinfields for your query. Using these instructions, add Age, then Valuethe Fields panel.

10. Click NEXT in the Query Assistant. Using the instructions provideselect to group your query by Age.

11. Click NEXT in the Query Assistant. To sort the Age categories in Descending order, right click on Age in the Sort panel and select EChoose “in descending order”. Click OK.

12. Click NEXT in the Query Assistant. Using the instructions providefilter the data so that the District is equal to Pacific.

13. Click NEXT in the Query Assistant. The data is retrieved from thedatabase and presented in the Output panel.

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14. Click FINISH to close the Query Assistant.

15. The Group Tree on the left allows for quick navigation through largnumber of records to the data of interest to you. To quickly locate census records for the 60-64 age group, simply click on the 60-64folder and the records are presented.

The results returned provide the population details for each record in tpopulation database that meet the specifications in the Design panels.answer the specific question “What is the total population for each Rein the Pacific District?” a few final steps are required:

16. In the Fields panel, right click on Value. Select “Create Summary Field...”.

17. From the drop-down box, select AgeRange.Age.

Note The sample data is structured based on population totals for each census district within a region. This means that for each age group, there will be several records. Each record represents the population for 1 census district.



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18. For Summary Option, select Sum. Click OK.

Refresh Icon 19. Since you do not need to view the detailed data for each census aright click Value in the Fields panel and select Delete.

20. Select the Refresh icon to obtain the new results. If the summarizdata does not appear as below, ensure that Selected Group Only turned on. This feature is located under the Data file menu.

21. To ensure your query is saved with the actual result set intact, selFile, then Save with Data.

22. Click Save As. Enter a name for the file and click Save

Enhancing a Query for Reporting & Analysis

Queries generated using Seagate Analysis can also be used as a starpoint for designing presentation-quality reports and conducting detailemulti-dimensional analysis. In this section, you will expand the query you’ve just created so that it can be used for report creation and furtheanalysis.

To best understand the following few sections, consider a scenario: A manufacturing company in the health products industry is about to launch a significant marketing campaign on a new vitamin targeted atseniors. The regional marketing manager for the Pacific district would to determine the population of the various >50 age categories for his region. He is also considering a campaign specifically targeted at one gender so will also require the population data to be grouped accordin

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To enhance your existing query, complete the following steps:

1. If you do not have the query you created in the previous section opselect File, Open, Open Remote to access it.

Show / Hide Tables Icon 2. Select the Show/Hide tables icon to display the tables used to buithe query. The Tables section appears.

3. Drag-and-drop the following items between the Age and [Sum ({Value}), ({Age})] fields in the Fields panel: Region, State, Ethnic Origin and Value. The order of the items in tFields panel determine the column order for the results.

4. Drag-and-drop Gender in the Groups panel.

5. To create a summary field for the population by Gender, right clickValue in the Fields panel and select Create Summary Field...Fromdrop-down box, select popInfo.Gender.

6. For Summary Option, select Sum. Click OK

7. Since you do not need to see the population value for each individcensus record in the database, right click on Value in the fields panand select Delete.

8. Drag-and-drop Age into the Filters panel. The Edit Field Range dialog box appears.

9. From the drop-down box, select “is greater than”.

10. From the 2nd drop-down box that appears, type in 45-49. Click OK



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Refresh Icon 11. Select the Refresh icon to obtain the new results.

You now have detailed data on the senior population for the Pacific district. To get the most value out of your data, the next sections will guyou through reporting and analyzing off this data set.

Developing a Report Based on a Query

Using Seagate Analysis you can easily create a presentation-quality rebased on the data from your query.

To design a basic report using the query created in the previous section, complete the following steps:

1. Using the query you created in the previous section, click on the Report Tab. A pre-formatted report appears with your query data. You can now conduct basic formatting to enhance the presentatioquality of the report.

2. Because the data was grouped and summarized in the query, the default report displays only these summarizes on the first page. Toview all of the data, right-click anywhere on the report and chooseShow All Sections. By showing all sections, you can place fields anywhere on the report.

3. To resize the Age Group Header, click 80-85. A gray box with sizihandles appears around the field. When you point the cursor oversizing handle, it changes to a double arrow to indicate you can grathe handle to change the size of the box.

4. Click twice on the Gender Group Header, Female, and drag it to tleft to position it underneath the Age Group Header, 85 and over.

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5. Take a moment to review the report and reposition or resize any fior headings.

To add a chart for easier data analysis, complete the followinsteps:

Chart Icon 1. Select the Chart icon from the toolbar. The Chart Expert dialog boappears.

2. For Chart Type, select Pie.

3. Click on the Data Field tab. The default selections will appear as:

4. Click on the Chart Text tab.

5. For the Title, type in “Age Distribution”

6. For the Subtitle, type in “Pacific Region by Age & Gender”.

7. Click OK to complete the chart.

8. To move the chart, click to select it. Then, hold the mouse button down to drag it to center it at the top of the report.

9. You can now navigate through the report using the drill-down capabilities in the chart. To view the population details of the 50-54age group, double-click on the green segment of the pie chart.

10. A new tab appears with the population census details for this age group.

11. Click the Preview tab to return to the complete report view.



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To add a title for this report, complete the following steps:

1. From the File menu, select Summary Info. The Summary Info dialbox appears.

2. In the Title text box, type in “Senior Population by Age & Gender -Pacific District”.

3. Click OK.

4. From the Insert menu, select Special Field... The Insert Field dialobox appears.

5. Highlight Report Title and click Insert. An object frame appears.

6. Insert the Report Title by clicking in the Report Header at the top othe page to position it.

7. To format the title, right-click on it and select Change Font... The Format Editor dialog box appears.

8. Change the font to Helvetica 18 and color to Red. Click OK.

Within the Report tab, you can take advantage of a wealth of features enhance your report. For more details on other features available in thtab, consult the on-line documentation under Contents and Index in thHelp menu. (Under Contents, select Using Reports).

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Developing a Multi-dimensional OLAP Cube

Seagate Analysis users can also quickly create a multi-dimensional representation (OLAP cube) of a query for easier, more detailed analyDesigning multi-dimensional cubes of data requires organizing your dainto Measures and Dimensions.

To use a field as the numerical data for the cube, you need to make it measure. For example, if you have a query that returns sales data, thefield would be a measure.

To break down data using a particular field, you need to make it a dimension. For example, to see the sales data broken down by customthe customer field must be a dimension.

To create a multi-dimensional OLAP cube based on your query, complete the following steps:

1. Click on the Cube tab.

2. The Cube Builder dialog box appears. The Source Fields area shothe fields returned by the query you created. The tree view in the Cube Definition area shows the measures and dimensions currentdefined for the cube.



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3. In the Source Fields, highlight Value.

Add New Measure Icon 4. Click on the Add New Measure icon.

5. In the Source Fields, highlight Ethnic Origin.

Add New Dimension Icon 6. Click on the Add New Dimension icon.

7. Repeat steps #5-6 to add Region as a Dimension.

8. To add State as a sub-dimension of Region, drag-and-drop State Source Fields directly over the second Region that appears in theCube Definition section.

Note Seagate Analysis automatically estimates which fields will be used as measures and which as dimensions. You can add and remove fields from the cube definition either by drag-and-drop or by using the arrow buttons.

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9. Select Build. A worksheet-style view of the data appears.

10. To familiarize yourself with the user interface, please review the section entitled “Understanding the Cube Tab” on pages 68-69.

Navigating Multi-Dimensional Data (OLAP)

You can now explore and manipulate items in the cube tab to identify anomalies, trends and relationships. The remainder of this chapter wilhelp you learn how to navigate the population database to explore relationships between the population of men and women in various aggroups and regions.

Manipulating Dimensions

One benefit of examining data in a multi-dimensional format is that yocan quickly and easily manipulate the dimensions to get different viewthe same or related data. This enables you to tailor the information youviewing to meet your specific needs.



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To manipulate dimensions, try out the following options

Field Selector Icon 1. Click the Field Selector icon for the Age dimension to display the fields that form the dimension. Notice that there are 8 segments thmake up this dimension.

2. Using the Field Selector, you can select specific fields to analyze. the Age dimension, deselect All and any age groups below the ag65 by clicking on them.

3. Click OK.

4. To remove the All column for Gender by using its Field Selector todeselect All. The All column is automatically removed from the worksheet.

Note If you want to see what data forms a dimension, at any time, you can click the field selector at the left of the dimension.

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5. To swap dimensions for alternate view of the data, select the GenDimension and drag it directly over the Age Dimension. When, thecursor changes to a double-arrow, drop the Dimension in place. Ynow have a different view of the same data.

6. Repeat step 5 to switch back to the original view.

7. To examine the population totals in the West region only, click on tup-arrow beside the Region dimension. Notice how the numbers ithe worksheet change dynamically.

For a richer view of the data, you can also nest dimensions. Nesting dimensions lets you see additional related information about the issueyou are examining by providing more detail; it helps you compare specfigures more closely.

8. To examine population totals for each gender within each region, select the Region field. Drag this field over the Age field and whenup-arrow appears, drop the Region. The region should be nested above Gender as in the following diagram:



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Pyramid Icon 9. To remove the All totals for both Gender and Region, click on the gray pyramid icon to flatten the hierarchy.

Highlighting Important Data

To make the data in this cube view more meaningful, you might want thighlight key figures. Highlighting is a quick and easy way to do so.

To highlight those regions and gender groups with populations greater than 20,000, complete the following steps:

1. From the Format menu, select Highlighting. The Highlighting Expeappears.

2. Select New Item.

3. In the drop-down box for Value Is, select “greater than”.

4. In the box below Value Is, enter 20000.

5. For Number Color, select “purple”.

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6. For Background Color, choose “yellow”.

7. Click OK. The highlighting is automatically applied to the data to easily show the population regions that are greater than

Inserting a Graph/Chart

To obtain a visual perspective of the data, you can create a chart in jufew mouse clicks.

To insert a graph/chart, complete the following steps:

1. Swap the Age and Gender dimensions.

2. Un-nest the dimensions by dragging-and-dropping Age in the panebeside Ethnic Origin.

Chart Icon 3. Click on the Chart icon.

4. To obtain a different visual representation of the data, swap the Region and Gender dimensions. Notice that the graph changes dynamically.

5. Swap Age with Gender to look at another slice of the data.

6. You can reorient the various dimensions to get all kinds of views oyour data. To turn the chart off, simply click on the chart icon.



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Exporting Data to Microsoft Excel

For Microsoft Excel users, Seagate Analysis provides the ability to copquery and multi-dimensional data into Excel for further analysis in a familiar environment.

To copy data to Microsoft Excel, complete the following steps:

1. Highlight Hawaii, California, Washington, and Alaska.

2. Select Copy to Excel from the Edit menu.

3. Microsoft Excel automatically launches and the data appears in a worksheet.

Summary

In this Test Drive you learned how easy it is to access and analyze datusing Seagate Analysis. You opened, modified and analyzed an existinreport. Plus, you designed a query, built a presentation-quality report based on the query and analyze the data further using multi-dimensionanalysis. By conducting these tasks first-hand, you how the Seagate Analysis component delivers all the basics of business intelligence formaking sense of the data that’s important to you.

26 Seagate Analysis

seagate analysis - it.kmitl.ac.thpattarachai/db/class/sa7_evaluate.pdf · of business intelligence....

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