Data Discovery Course
This course will guide you through the Data Discovery component in TARGIT and enables you to perform ad-hoc analysis.
Running Data Discovery the first time
Requirements
The following requirements must be present for successful installation of the TARGIT Data Discovery module:
- TARGIT Decision Suite 2015 or newer
- A newer browser (IE10 and newer)
- A valid license that includes the Data Discovery module
- .NET Framework 4.5 or newer
- Windows Server 2008 SP2 and newer
- Enabled Windows Features for:
- WCF Activation over port and http
- IIS ASP.NET 4.5
Data Discovery Administrator
At least one user needs to be appointed Data Discovery Administrator. This is done through the Rights settings in the TARGIT Management client.
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.
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.
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.
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.
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.
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.
Bookmarks
The 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.
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.
