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TARGIT Anywhere

TARGIT Anywhere is the browser based client for your daily data consumption. With TARGIT Anywhere you will have access to your organization's library of TARGIT analyses, reports and dashboards.

TARGIT Anywhere is a 'Viewer' client, i.e. you cannot create new content with this client. You can, however, open any existing document and apply your analytical skills upon it through filtering of data, drilling into details, exporting to Excel, sharing with colleagues etc.

Login

Since the Anywhere client is running in a web browser, the first thing you need to know is the URL for the Anywhere web service. Typically, this would be 'http://localhost/anywhere/', where 'localhost' would need to be replaced with the name of the server that is running Anywhere in your organization. If in doubt, ask the person responsible for the TARGIT installation for the correct URL.

Normally, you will need your standard domain username and password to log on to the Anywhere client.

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Pinned Folders

The predominant feature of the Start page is the Pinned folders.

Pinned folders offer you an easy-to-overview thumbnail presentation of your preferred analyses, reports and dashboards. Click any of these thumbnails to open the document.

Add other folders to your Pinned folders for easy access.

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Document Search

The 'Search' option is especially useful when you need to look up a specific document among a large amount of documents spread across multiple folders and subfolders.

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Criteria - filtering your data

Your analysis may have been designed with some pre-selected dimensions for applying criteria or filters to the data. These dimensions will be available for the 'Criteria bar' on top of your analysis.

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License

Drill Down Criteria

Drill down criteria is a unique and extremely useful feature of the TARGIT client. You apply a Drill down criteria when you click a specific dimension member in one of your objects. Eg. if you click a specific salesperson in one of you crosstabs, then, that salesperson will work as a filter - as a drill down criteria - upon all the other crosstabs and graphs in your analysis, thereby reflecting data for that specific salesperson.

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Product Version; Business Areas

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Source DB and Companies

Object related functions

When hovering or right clicking an object in the Anywhere client you will see a number of object related options.

• • Information / Explanation - Useful for knowing which criteria currently applies to an object.
  • Show Data / Chart - will toggle between Chart or Crosstab presentation of data.
  • Multi select - enables selection of multiple dimension members for Drill down selections (especially useful on mobile platforms).
  • Drill out - removes any Drill down selections from the object.
  • Export to Excel - export the crosstab data to Excel. If performed on a Chart, the underlying crosstab will be exported.
  • Collapse level / Expand level - If the dimension in an object is a hierarchical dimension, you can use these options to quickly collapse to a previous level or expand all nodes to the next level.
  • Maximize / Restore - you can maximize a single object to "full screen", and likewise restore it back to its original position.
  • Action / Drillthrough - If your data has been set up with Actions or Drillthroughs, these options will be available. A Drillthrough is normally set up to provide further details - eg. individual invoices - behind a summarized number.

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Data Marts; Data Refresh Schedule

In the Data Mart step you select then instances on your SQL Server where you want to deploy the Relational and the Multidimensional Data Marts.
Furthermore, the Update Schedule option lets you select at what time of the day you want the solution to be automatically refreshed with new data from the source system.

Dynamic criteria

Another unique feature of TARGIT is the ability to work with Dynamic criteria on your time dimensions. With Dynamic criteria you can apply criteria to your analyses, such as Year to date, Previous month, Yesterday etc. Eg., if you have an analysis with a Previous month dynamic criteria that you open in November, it will automatically show data for October; and when you later open the same analysis in December, it will automatically show data for November.

Please note that Dynamic Criteria must be enabled on the saved document before you can use it in the Anywhere client.

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Bookmarks

The Accelerator will use a Model upon which the solution will eventually be deployed. The Model anticipates a number of tables to be available from the previously selected source database. A too low match percent may indicate a mismatch of selected product version and actual source database or a highly customized database.

Anywhere client is designed as a pure Consumer client - i.e. you cannot create or save documents from the Anywhere client. You can in fact only work with existing analyses from the Anywhere client.

Once you have opened an existing analysis, you can of course still apply personal criteria to that analysis. The Bookmark function offers an opportunity to save these personal criteria together with the analysis - so next time you open the Bookmark, it will automatically apply the criteria to the saved analysis.

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Warnings

If you run the Accelerator more than once, you will be overwriting all databases, SSIS packages etc. that have previously been deployed by the tool. This is particularly harmful if, in the meantime, you have made customized modifications to the solution. Hence the Warnings page. Read the warnings and understand the consequences before proceeding.

TARGIT Server Options

The default option for the TARGIT Server is to overwrite any existing connection. This option can be changed from the Advanced / TARGIT tab of the Accelerator.

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TARGIT Analyses and Reports

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Backup and Restore

The default option for the TARGIT Analyses and Reports is to overwrite any existing documents. This option can be changed from the Advanced / TARGIT tab of the Accelerator.

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Calendars

You can choose your own format for your time dimensions: Normal Calendar dimension as well as a Fiscal Calendar dimension, if necessary.

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Renaming Databases

If necessary, you may rename the databases - e.g. in order not to overwrite existing databases.

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DB and Log Size

For performance reasons, it is advised to consider and set proper initial DB and Log Files sizes.

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Concurrent Table Transfers

For various reasons, e.g. limitations on your SQL Server platform, you may need to alter the maximum number of concurrent table transfers during the SSIS process. Also, you have the option to run SSIS packages int 32 bit mode, if necessary.

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Master Cube

The 'Master Cube' option will deploy the solution with just one cube, combining data from all Business Areas into one master cube. As opposed to the default setting of deploying one cube per Business Area. Each option has its' pros and cons.

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User Defined Attributes

You can add new attributes to existing dimensions from any of the source tables.

New Dimension

This video will show you how to add a new dimension to your Data Warehouse before executing the Accelerator.

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Add table to Table Collection

When working with dimensions, you may need to add further attributes to one of the existing dimensions. If that attribute originates from a column in a table that is currently not part of the dimension, you must add the new table to become part of the dimension's Table Collection.

Dimension Attribute from Calculated Column

Suppose your source dimension table does not contain information in the exact way you would like to present these data to the end-users. In that case, you can add a Calculated Column to your dimension tables. A Calculated Column lets you define custom content, e.g. a concatenation of two existing columns, potentially mixed with static text. The Calculated Column is then immediately available to be used as a new attribute within your dimension.

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Dimension Hierarchies

Define your own custom hierarchies on basis of available attributes within the dimension.

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User Defined Measure

The BI Accelerator comes with a number of useful default measures, directly out of the box. On the Advanced step of the BIA Wizard, you have the option to add further User Defined Measures, simply by selecting them from the available transactions (fact) tables.

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Measure from Calculated Column

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Measure as a new Calculcation

Saving and Restoring BIA Projects

Working with BI Accelerator Project files enables you to save all customizations you may have made during the Advanced step of the BIA Wizard.
When you at a later point need to re-run the BI Accelerator, this Project file may be re-opened to restore all customized settings.

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Visual Studio Solution

If, for any reason, you need to manually modify the contents of the cubes, dimensions, measures or SSIS packages created from the BI Accelerator, first, you will need to create a Visual Studio solution containing the SSAS and SSIS projects.

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Share your findings

When working with an analysis, you may discover findings that you would like to share with one of your colleagues. The Anywhere client can do this fairly simple by clicking the Share button.

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