Neolane Reporting. Neolane v6.1

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1 Neolae Reportig Neolae v6.1

2

3 This documet, ad the software it describes, are provided subject to a Licese Agreemet ad may ot be used or copied outside of the provisios of the Licese Agreemet. No part of this publicatio may be reproduced, stored i a retrieval system, or trasmitted, i ay form or by ay meas, electroic, mechaical, photocopyig, recordig or otherwise, without the prior writte permissio of Neolae. The iformatio cotaied i this documet is provided for iformatioal purposes oly ad may be revised without otice. It does ot costitute a commitmet o the part of Neolae. Neolae does ot guaratee the accuracy or the completeess of the iformatio cotaied withi this documet. Refereces to compay ames are iteded to be ficticious ad for illustrative purposes oly ad do ot refer to ay real-world compay. Ay brads cited are the property of their respective owers. Widows is the registered trademark of Microsoft Corporatio i the Uited States ad other coutries. Java, MySQL ad Ope Office are trademarks of Oracle Corporatio i the Uited States ad i other coutries. Liux is the registered trademark of Lius Torvalds i the Uited States ad i other coutries. This product icludes software developed by Apache Software Foudatio ( For ay questios or queries, please sed a message to the followig address: Versio umber : 8142 Neolae 18 rue Roger Simo Barboux, Arcueil - Frace

4 Table of Cotets Neolae v6.1 - Neolae Reportig Chapter 1. Itroductio Reportig tools i Neolae Aalyzig eeds Recommedatios Data volume Queries Performaces Exportig reports Chapter 2. Stadard reports Overview Accessig reports Typology of reports Reports o deliveries Reports o campaigs Reports o services Reports o budgets Reports o simulatios Reports o Web applicatios Other stadard reports Chapter 3. Aalyzig populatios Itroductio Overview Operatig priciple Implemetatio Accessig the descriptive aalysis wizard Quick Start: how to aalyze a populatio i 6 steps Re-usig existig reports ad aalyses Creatig aalysis archives Cofigurig the wizard steps Default templates Data aalysis optios - qualitative distributio Data aalysis optios - quatitative distributio Case studies Neolae v6.1 - Neolae Reportig 3

5 Neolae Qualitative data aalysis Quatitative data aalysis Aalyzig a trasitio target i a workflow Aalyzig recipiet trackig logs Aalyzig delivery exclusio logs Processig a report Savig a aalysis report Additioal settigs Cofigurig the layout of a descriptive aalysis report Exportig a aalysis report Chapter 4. Creatig ew reports Itroductio Creatig a ew report Creatio steps Modelizig the chart Creatig the report cotet Collectig the data to aalyze via a Query box Usig the data from a schema Usig a imported list Usig a cube Filterig optios i the queries Collectig data directly o the page Defiig a direct filter o data Usig cotext data Creatig a table Creatig a list with group Creatig a breakdow table Creatig a pivot table Creatig a chart Creatio steps Chart types ad variats Iteractio with the chart Calculatig statistics Elemet layout Defiig the optios for each page Addig a header ad a footer Defiig a coditioal cotet Coditioig item display Coditioig page display Advaced fuctioalities Addig a script Callig up aother report Properties of the report Overview Overall properties Report accessibility Maagig report localizatio Persoalizig HTML rederig Defiig additioal settigs Addig variables Referecig scripts Persoalizig the error page Cofigurig access to the report Report display cotext Creatig a lik to a report Preview of the report Publishig the report Neolae 2013

6 Neolae Reportig Actios o reports Exportig a report Pritig a report Creatig report archives Chapter 5. Explorig the data i the database Itroductio Overview Termiology User-friedliess Preparig data ad creatig idicators Selectig the work table Defiig dimesios Buildig idicators Creatig a report based o a cube Explorig data usig cubes Explorig the data i a report Buildig a target populatio Isertig a pivot table ito a report Method Data biig Calculatig ad usig aggregates Defiig measures Displayig measures Sharig a report Creatig filters Use case: creatig a report usig aswers to a olie survey Step 1 - Creatig the data collectio ad storage workflow Step 2 - Creatig the cube, its measures ad its idicators Step 3 - Creatig the report ad cofigurig the data layout withi the table Chapter 6. Predictive Marketig fuctios Overview Istallig ad cofigurig the specialized egie Weka KXEN Cofigurig ad usig a predictive model Create the template Select the modelig data ad start the traiig Cofigurig data modelig Explore results Neolae v6.1 - Neolae Reportig 5

7 Neolae 6 Neolae v6.1 - Neolae Reportig

8 CHAPTER 1 Itroductio Table of Cotets Reportig tools i Neolae Aalyzig eeds Recommedatios Data volume Queries Performaces Exportig reports Reportig tools i Neolae I additio to stadard reports, Neolae lets you geerate reports i various cotexts ad to meet differet eeds. Priciples of use ad implemetatio modes are detailed i this documets. Note: Neolae is't a specialized i reportig: the reports created i Neolae maily eable you to view aggregated data. Neolae reports, which are dedicated to aalyzig ad represetig data, are ot desiged for database exports. To export data from the Neolae database, you eed to create a workflow ad use a data export box. For more o this, refer to the Neolae Workflow guide. Neolae provides several reportig tools: 1 Stadard reports: Neolae offers a set of reports o deliveries, campaigs, platform activities, optioal fuctioalities, etc. These reports are available via the various fuctioalities which they relate to. They ca be adapted to suit your specific eeds. For more o this, refer to Stadard reports [page 11]. These reports are detailed i the fuctioalities 'Trackig' sectios ad the optios of the platform which they cocer. For more o this, refer to the appropriate chapters. 2 Descriptive data aalysis: Neolae provides a visual tool for producig statistics o the data i the database. You ca create descriptive aalysis reports usig a dedicated wizard ad adapt their cotet ad layout depedig o your eeds. For more o this, refer to Aalyzig populatios [page 19]. 3 Persoalized reports: Neolae eables you to create reports o the data i the database. Oce these have bee created, they are made accessible i the appropriate cotexts. Neolae v6.1 - Neolae Reportig - Itroductio 7

9 Neolae Depedig o the complexity of the queries, calculatios ad volumes, the data aalyzed i these reports ca be collected via a query ad pre-aggregated i a list ('data maagemet' type workflow) or i a Cube (usig Neolae Marketig Aalytics). It will be displayed i the form of a pivot table or a group list. For more o this, refer to Creatig ew reports [page 69]. 4 Aalysis reports: Neolae Marketig Aalytics eables ituitive data exploratio. For more o this, refer to Explorig the data i the database [page 161]. Warig: For easy display ad maipulatio, as well as efficiet exportig, reports must ot cotai more tha 1,000 lies. I additio, Neolae offers a predictive marketig module which lets you create ad deploy predictive templates to optimize cliet ad prospect relatioship. For further iformatio, refer to Predictive Marketig fuctios [page 211]. Aalyzig eeds The choice of reportig tool depeds o the volume of data to maipulate, its complexity, ad o the type of reportig to be set up. To optimize the creatio, use ad durability of a report, you eed to take a close look at the eeds which you wat to meet. This first aalysis will eable you to idetify the type of report to create ad the best creatio mode. To create the report, apply the followig steps: 1 Idetify the eed The first step is to clearly idetify the eed: what you wat to show i your report ad what its goal is (moitorig, aalysis, data export, etc.). Neolae offers a wide rage of reportig capacities. It is importat to aalyze your eed to idetify the most suitable fuctioality. For istace, you ca: Explore the data i the database ad defie measuremets (via Neolae Marketig Aalytics, refer to Explorig the data i the database [page 161]), Add idicators to a existig report (via Neolae Reportig, refer to Creatig ew reports [page 69]), View the data i the database (via the descriptive aalysis wizard, refer to Aalyzig populatios [page 19]), Create a ew delivery report (via Neolae Reportig, refer to Creatig ew reports [page 69]), Export data from the Neolae database (via a workflow, refer to the Workflows guide), Create a pivot table (refer to Isertig a pivot table ito a report [page 187]), Explore aggregated data (via a Cube, refer to Explorig the data i the database [page 161]), Use a wizard to aalyze data (via the descriptive aalysis wizard, refer to Aalyzig populatios [page 19]), Aalyze large volumes of data (via Neolae Reportig, refer to Creatig ew reports [page 69]), etc. 2 Idetify the target populatio The you eed to fid out who the report you wat to create will target, kow the kid of public who will view it ad the report display mode (i a browser, i Neolae, for a specific object, for the etire platform,etc.). You ca also create reports for: All Neolae operators, Operators with the rights to access a marketig campaig oly, A sigle operator for temporary use, All operators i Web access, etc. These cosideratios also eed to take ito accout the issues liked to access rights ad security. 3 Defie the cotet The you eed to fid out what type of data you wat to display: delivery idicators, reports o the database profiles, etc. 8 Neolae 2013

10 Itroductio You also eed to kow the ature of this data (simple, resultig from a calculatio, sigificat, etc.), its locatio (i Neolae, i a third-party system), its update frequecy to defie the calculatio periodicity (daily, weekly, o-the-fly), as well as its volume. The issues liked to data volumes ad updates eed to be looked ito carefully to avoid report display problems, specially i terms of time. We therefore recommed creatig aggregates to pre-calculate some data outside of the report. Tables that cotai the trackig ad delivery logs ca iclude millios of records: this meas the data eeds to be aggregated i a workflow to be used i a report. Recommedatios I view of optimizig report geeratio, the followig recommedatios eed to be applied. Data volume To guaratee optimal performaces, the volume of maipulated data must't be too large. Namely: Calculatio time for a report must ever exceed 5 miutes. Likewise, durig the desig phase, with a small volume of data, if report calculatio exceeds 60 secods, the calculatio methods eeds to be chaged. Whe usig Neolae Marketig Aalytics, the maipulated data must ot exceed 10 millio lies. We also recommed calculatig aggregates at ight ad usig this aggregated data directly i the reports. These aggregates must be created via dedicated Data Maagemet workflows (SQL queries). You ca also calculate reports durig the ight ad automatically create a history that ca be viewed at ay time without overloadig the database. Queries We recommed usig SQL queries wheever possible ad avoidig JavaScript post-processig. If ecessary, use a Script activity i a workflow ad delete the data used for calculatio. You ca also use archived data to accelerate the processig time. I this case, the followig sytax should be used: Queries that eable you to collect the data displayed i the reports must ot be too complex, specially if applied to all the data i the database. To improve performaces, it ca be useful to filter the data before executig these queries: this meas the calculatio will oly cocer part of the data. Whe a report is published ad made available to users, we do ot recommed applyig queries to the etire database. You ca set up a default filter to make sure the data does't take too log to be displayed. This filter ca be chaged by the user if they wat to display other data. Performaces The recommedatios above eable you to optimize report calculatio. I additio to this, Neolae recommeds the followig improvemets: Study the datamodel: idexed fields must be used maily to improve calculatio formulas. To fid a idexed field quickly, look at the ame of the colum i the Neolae iterface: the sortig arrow is uderlied i red if the field is idexed. Make sure the report is valid i the log ru: data volume may icrease sigificatly over time. Likewise, the volume of data maipulated durig the test phase may differ from the actual data volume i productio. This is why test phases are importat. Fially, data purge delays eed to be kow ad adapted whe ecessary for easy data maipulatio. Exportig reports Recommedatios specific to exportig reports are detailed here: Exportig a report [page 156]. Neolae v6.1 - Neolae Reportig - Itroductio 9

11 Neolae 10 Neolae v6.1 - Neolae Reportig

12 CHAPTER 2 Stadard reports Table of Cotets Overview Accessig reports Typology of reports Reports o deliveries Reports o campaigs Reports o services Reports o budgets Reports o simulatios Reports o Web applicatios Other stadard reports Overview This chapter provides the list of Neolae stadard reports, their cotet ad their cotext. The iformatio below will eable you to avoid creatig reports already available i the platform. These reports ad their cotet are detailed i the documets related to the fuctioalities they cocer. Neolae v6.1 - Neolae Reportig - Stadard reports 11

13 Neolae Accessig reports The stadard platform reports are grouped i the Reports uiverse of the Neolae iterface. The Next results butto lets you access the list of all reports available o the platform based o the operator's access rights. Use the search fields to filter the displayed reports. 12 Neolae 2013

14 Stadard reports The click the report you wat to display. The Back lik at the top of the scree takes you back to the list of reports. Other possible actios o a report beig edited are detailed i Actios o reports [page 155]. Neolae v6.1 - Neolae Reportig - Stadard reports 13

15 Neolae Reports that are specific to a campaig or a delivery are accessible via their respective dashboards. The priciple is the same for lists, services, offers, etc. as show below: 14 Neolae 2013

16 Stadard reports Typology of reports Reports o deliveries The delivery reports provided out-of-the-box with Neolae are: Label Descriptio Schema Iteral ame User activities Breakdow of opes, clicks ad trasactios by time period. ms:delivery recipietactivity Delivery throughput Delivery throughput charts, i mails/hour ad Mbits/s. ms:delivery throughput Failures ad bouces Bouces ad o-deliverables by cause ad domai. ms:delivery errors Trackig idicators Summary of key idicators for trackig recipiet behavior. ms:delivery deliveryfeedback Trackig idicators Trackig idicators of a delivery to a mobile applicatio. ms:delivery mobileappdelivery- Feedback Browsers Statistics o browsers used by recipiets who clicked i messages. xtk:oe browserstatistics Sharig to social etworks Sharig activity ad mail ope statistics. ms:delivery deliveryforward Hot clicks Displays the message ad the click rates superimposed. ms:delivery hoturls Hypothesis report Displays the summary of measures o delivery hypotheses. ms:delivery deliveryhypothesis Delivery statistics Statistics (processed messages, delivered messages, hard bouces, soft bouces, clicks, usubscriptios) per domai. ms:delivery statisticsperdelivery Sharig activity statistics Aalysis of sharig activities, opes ad subscriptios per time period. ms:delivery forwardactivities Trackig statistics Ope, click ad trasactio rates report. ms:delivery trackigstatistics Delivery summary Summary of delivery idicators: target, exclusio ad messages set. ms:delivery deliverysedig Delivery summary Summary table for selected deliveries: Targets, Exclusios ad Messages Set. ms:delivery deliverystatistics Operatig systems Statistics o the operatig systems used by recipiets who clicked i a message. xtk:oe osstatistics Reactivity rate Delivery reactivity rate ad reactio breakdow. ms:delivery deliveryfeedbacksocial URLs ad click throughput Most reactive URLs ad associated click streams. ms:delivery topurldelivery Note: For more o the cotet of these reports, refer to the Neolae Delivery guide. Reports o campaigs Reports o campaigs cocer the data i the ms:operatio table. Neolae provides the followig reports out-of-the-box: Label Descriptio Iteral ame Depeds o User activities Breakdow of opes, clicks ad trasactios by time period. operatiorecipietactivity Neolae Campaig Delivery throughput Delivery throughput charts, i mails/hour ad Mbits/s. operatiothroughput Neolae Campaig Campaig expeses Displays the campaig lie items i detail. budgetoperatioexpeses Neolae Campaig Failures ad bouces Bouces ad o-deliverables by cause ad domai. operatioerrors Neolae Campaig Explorig cost lies Descriptive aalysis of cost lies. budgetexploreroperatio Neolae MRM Neolae v6.1 - Neolae Reportig - Stadard reports 15

17 Neolae Trackig idicators Overview of key trackig idicators: Opes, Clicks ad Trasactios. operatiofeedback Neolae Campaig Sharig to social etworks Sharig activity ad mail ope statistics. operatioforward Neolae Campaig Hypothesis report Displays the summary of hypothesis measuremets for the campaig deliveries. operatiohypothesis Neolae Campaig Sharig activity statistics Aalysis of sharig activities, opes ad subscriptios per time period. forwardactivityopt Neolae Campaig Delivery summary Summary chart of the campaig deliveries: Targets, Exclusios ad Messages Set. operatiostatistics Neolae Campaig URLs ad click throughput Most reactive URLs ad associated click streams. operatiotopurldelivery Neolae Campaig Note: For more o the cotet of these reports, refer to the Neolae Campaig-MRM guide. Reports o services Reports o services cocer the data i the ms:service table. Neolae provides the followig reports out-of-the-box: Label Descriptio Iteral ame Depeds o Fa acquisitios Which web applicatios eabled the prospect acquisitios? socialacquisitiosbywebapp Neolae Social Marketig Breakdow of subscriptios Breakdow of active subscriptios per mobile applicatio. mobileappdistributio Neolae Mobile App Chael Subscriptio trackig Evolutio of the subscriptios to iformatio services subscriptiosprogress Neolae Delivery Reactivity rate What are the reactivity rates for the latest deliveries? socialreactiorate Neolae Social Marketig Reactivity rate Reactivity rate for the latest deliveries. mobileappreactivityrate Neolae Mobile App Chael Note: For more o the cotet of these reports, refer to the relevat applicatio guides. Reports o budgets Neolae provides the followig budget reports out-of-the-box: Label Descriptio Schema Iteral ame Depeds o Costs liked to the program(s) Breakdow of program costs. ms:program budgetprogramcost Neolae MRM Budget evolutio Evolutio of budget costs by commitmet level. ms:budget budgetevolutio Neolae Campaig Cumulative evolutio of the budget Evolutio of the cumulated budget costs broke dow by commitmet level. ms:budget budgetcumulativeevolutio Neolae Campaig Explorig cost lies Descriptive aalysis of cost lies. ms:budget budgetexplorerbudget Neolae Campaig Explorig cost lies Descriptive aalysis of cost lies. ms:costlie budgetexplorer Neolae MRM Explorig cost lies Descriptive aalysis of cost lies. ms:pla budgetexplorerpla Neolae MRM Explorig cost lies Descriptive aalysis of cost lies. ms:program budgetexplorerprogram Neolae MRM 16 Neolae 2013

18 Stadard reports Summary of the budget(s) Sapshot of the mai costs, expese categories ad budgets. ms:budget budget Neolae Campaig Note: For more o the cotet of these reports, refer to the Neolae Campaig-MRM guide. Reports o simulatios Reports o simulatios cocer the data i the ms:simulatio table. Neolae provides the followig reports out-of-the-box: Label Descriptio Iteral ame Depeds o Detail of simulatio exclusios Detailed table of all causes of exclusio. dlvsimulossesdetail Neolae Campaig Optimizatio Breakdow of offers by rak Breakdow of offers i the simulatio, by rak. offersimulatiorakig Neolae Campaig Optimizatio Simulatio summary Summary of simulatio volumes ad exclusios. dlvsimulossessummary Neolae Campaig Optimizatio Overlap statistics Delivery target overlap volumes. dlvsimuoverlappig Neolae Campaig Summary of exclusios due to the simulatio Table of exclusios due to the simulatio. dlvsimulossessimu Neolae Campaig Optimizatio Note: For more o the cotet of these reports, refer to the relevat applicatio guides. Reports o Web applicatios Reports o Web applicatios cocer the data i the ms:webapp table. Neolae provides the followig reports out-of-the-box: Label Descriptio Iteral ame Depeds o Microsites aalysis Report cocerig uique visitors per day o a Microsite, for each tracked stage: fuel with coversio rate, coversio rate over time, details based o delivery. micrositeaalysis Neolae Microsites Documetatio Descriptio of survey structure surveydictioary Neolae Survey Maager Mai Survey properties surveyproperties Neolae Survey Maager Breakdow of resposes Breakdow of resposes to questios. surveydistributio Neolae Survey Maager Note: For more o the cotet of these reports, refer to the Web Fuctioalities guide. Other stadard reports The followig reports are also provided out-of-the-box. For more o this, refer to the documet o fuctioality which they cocer. Label Descriptio Schema Iteral ame Depeds o Offer aalysis Offer aalysis per date ad chael ms:offer offeraalysis Neolae Iteractio Neolae v6.1 - Neolae Reportig - Stadard reports 17

19 Neolae Re-marketig efficiecy Measuremet of re-marketig efficiecy ms:webevet remarketigeffect Neolae Marketig Aalytics History of social prospect acquisitios History of Twitter ad Facebook prospect acquisitios ms:visitor socialvisitorstatistics Neolae Social Marketig Model performace Model performace ms:predictivemodel predictivemodelcurves Neolae Marketig Aalytics Recet propositio trackig Real-time propositio trackig ms:propositiorcp recetpropositios Neolae Campaig Note: For more o the cotet of these reports, refer to the relevat applicatio guides. 18 Neolae 2013

20 CHAPTER 3 Aalyzig populatios Table of Cotets Itroductio Overview Operatig priciple Implemetatio Accessig the descriptive aalysis wizard Quick Start: how to aalyze a populatio i 6 steps Re-usig existig reports ad aalyses Creatig aalysis archives Cofigurig the wizard steps Default templates Data aalysis optios - qualitative distributio Data aalysis optios - quatitative distributio Case studies Qualitative data aalysis Quatitative data aalysis Aalyzig a trasitio target i a workflow Aalyzig recipiet trackig logs Aalyzig delivery exclusio logs Processig a report Savig a aalysis report Additioal settigs Cofigurig the layout of a descriptive aalysis report Exportig a aalysis report Itroductio Overview I order to produce statistics o the data i the database, create descriptive aalysis reports usig the dedicated wizard ad adapt their cotet ad presetatio to suit your eeds. These reports cocer populatios ad should oly be used to aalyze small data volumes. You ca geerate quatitative or qualitative aalysis reports. Qualitative aalyses eable you to represet data as follows: Neolae v6.1 - Neolae Reportig - Aalyzig populatios 19

21 Neolae Table ad histogram: 20 Neolae 2013

22 Aalyzig populatios Cumulated values, without the table: Neolae v6.1 - Neolae Reportig - Aalyzig populatios 21

23 Neolae Breakdow by lie of busiess 22 Neolae 2013

24 Aalyzig populatios Quatitative aalyses provide overall statistics o the umerical data of the selectio, as show below: Operatig priciple These reports are created via the descriptive aalysis wizard, which based o various steps, lets you choose the type of report you wat to create as well as the data ad layout. The report is displayed i the last step. If ecessary, the report ca be published ad shared with other operators, prited, exported i Excel, PDF or OpeDocumet format. Descriptive aalysis wizards are't as powerful as Neolae reports but they do provide a quick overview of the database cotet or a selectio of data. Warig: A descriptive aalysis does ot eable you to explore large data volumes. Implemetatio To create a descriptive aalysis report, use the dedicated wizard. Cofiguratio depeds o the data to be aalyzed ad o the desired rederig. Details are provided i this chapter. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 23

25 Neolae Accessig the descriptive aalysis wizard Mai access The descriptive aalysis wizard ca be lauched via the Tools>Descriptive aalysis meu: i this case, the aalysis cocers recipiets by default (ms:recipiet). It applies to all the data i the Neolae database. If you wat to produce statistics o part of the data, you ca defie a filter: to do this, click the Advaced settigs... lik available i the first stage of the wizard ad defie the filter to apply, as show below: The aalysis will oly cocer database recipiets aged 16 ad over ad livig i Lodo. 24 Neolae 2013

26 Aalyzig populatios Note: To aalyze a table other tha the stadard recipiets oe (ms:recipiet), click the Advaced settigs... lik i the last stage of the wizard ad select the table that matches your settigs, i this case cus:idividual: Other cotexts You ca use the descriptive aalysis wizard via a differet cotext: a list, a workflow trasitio, oe or more deliveries, a selectio of recipiets, etc. It is accessible via several odes of the Neolae tree that poit to the recipiet table. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 25

27 Neolae Ope the descriptive aalysis wizard by selectig items ad right-clickig. Oly the selected data will be aalyzed, as show below: I the cotext of a workflow, place the cursor o a trasitio that poits towards the recipiets table, right-click ad select Target aalysis. For more o this, refer to the example i Aalyzig a trasitio target i a workflow [page 54]. For a set of recipiets, select the recipiets to be aalyzed, the right-click ad select Actios>Explore..., as show above. If a filter is applied to the list of recipiets, oly its cotet will be aalyzed. Note: To select all the recipiets i the folder or the curret filter, use the CTRL+A shortcut. This meas that eve recipiets ot show will be selected. For a example of the descriptive aalysis of recipiets, refer to: Qualitative data aalysis [page 47]. For lists, select oe or more lists ad apply the same process as for recipiets. 26 Neolae 2013

28 Aalyzig populatios I the cotext of a delivery, select the deliveries whose target you wat to aalyze, right-click ad select Actios>Explore the target, as show below: Examples of descriptive aalyses for deliveries are provided here: Quick Start: how to aalyze a populatio i 6 steps [page 27] ad here: Aalyzig recipiet trackig logs [page 56]. Quick Start: how to aalyze a populatio i 6 steps The followig example lets you explore the populatio targeted by a set of ewsletters by usig the descriptive aalysis wizard. Implemetatio steps are detailed below, while a exhaustive list of optios ad descriptios are available i the other sectios of this chapter. Step 1 - Idetifyig the populatio to aalyze I this example, we wat to explore the target populatio of the deliveries icluded i the Newsletters folder. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 27

29 Neolae To do this, select the cocered deliveries, the right-click ad select Actio>Explore the target... Step 2 - Selectig a type of aalysis I the first step of the wizard, you ca select the descriptive aalysis template to be used. By default, Neolae offers two templates: Qualitative distributio ad Quatitative distributio. For more o this, refer to Default templates [page 34]. The various rederigs are detailed i Overview [page 19]. For this example, select the Qualitative distributio template ad choose a display with a chart ad table (array). Give the report a ame ("Descriptive aalysis") ad click Next. Step 3 - Selectig the variables to display The ext step lets you select the data to display i the table. 28 Neolae 2013

30 Aalyzig populatios Click the Add... lik to select the variable that cotais the data to display. Here we wat to display the cities of our delivery recipiets o oe lie: The colums will display the umber of purchases per compay. I this example, amouts are aggregated i the Web purchases field. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 29

31 Neolae Here, we wat to defie result biig to clarify their display. To do this, select the Maual biig optio ad set the calculatio classes for the segmets to display: Oce these classes are defied, click Ok to approve the cofiguratio. Note: Oce the lies ad colums have bee defied, you ca chage, move or delete them usig the tool bar. Step 4 - Defiig the display format The ext step of the wizard lets you select the type of chart you wat to geerate. 30 Neolae 2013

32 Aalyzig populatios I this case, choose the histogram. Note: Possible variatios of the histograms are detailed here: Chart optios [page 67]. Step 5 - Cofigurig the statistic to calculate The specify the calculatios to be applied to the collected data. By default, the descriptive aalysis wizard carries out a simple cout of the values. This widow lets you defie the list of statistics to be calculated. To create a ew statistic, click the Add butto. For more o this, refer to Statistics calculatio [page 40]. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 31

33 Neolae Step 6 - Viewig ad usig the report The last step of the wizard displays the table ad the chart. Note: You ca store, export or prit data usig the tool bar above the table. For more o this, refer to Processig a report [page 61]. Re-usig existig reports ad aalyses You ca create descriptive aalysis reports o data usig existig reports already stored i Neolae. To do this, the descriptive aalysis wizard must be executed via a workflow trasitio or via the Tools>Descriptive aalysis meu. Note: This mode is possible whe aalyses have bee saved or whe reports have bee created ad cofigured to be accessed via the descriptive aalysis wizard. To fid out how to save descriptive aalyses, refer to Processig a report [page 61]. For more o creatig reports, refer to Creatig ew reports [page 69]. 1 Select Existig aalyses ad reports ad click Next. 32 Neolae 2013

34 Aalyzig populatios 2 This lets you access the list of available reports. Select the report you wish to geerate. Creatig aalysis archives Whe you create a descriptive aalysis based o a existig aalysis, you ca create archives to store data ad compare report results. To create a history, apply the followig steps: 1 Ope a existig aalysis or create a ew descriptive aalysis wizard. 2 I the report display page, click the butto to create a history i the tool bar, the cofirm as show below: Neolae v6.1 - Neolae Reportig - Aalyzig populatios 33

35 Neolae 3 Use the archive access butto to show previous aalyses. Cofigurig the wizard steps Default templates To geerate a descriptive aalysis yourself, select the New descriptive aalysis from a template optio if it is't set by default. Two aalysis templates are available: The Qualitative distributio template that lets you create statistics o all types of data (e.g. compay ame, domai). The Quatitative distributio template that lets you geerate statistics o data which ca be measured or couted (e.g. ivoice amout, age of recipiets). Depedig o the selected template ad optios, cofiguratio steps may vary. Cofiguratio optios available for a report created via the qualitative distributio template are detailed i Data aalysis optios - qualitative distributio [page 34]. A full example is detailed i Quick Start: how to aalyze a populatio i 6 steps [page 27]. The cofiguratio mode of a aalysis report created via the Quatitative distributio template is detailed i Data aalysis optios - quatitative distributio [page 45]. A implemetatio example is detailed i Quatitative data aalysis [page 53]. Data aalysis optios - qualitative distributio Whe you use the descriptive aalysis wizard to aalyze your data, the available optios deped o the chose settigs. These are detailed below. Data biig Whe you select the variables to display, you ca defie data biig, i other words cofigure groupig criteria for the selected data. Note: Whe the field cocered by the calculatio is computed usig a aggregate, check The data is already aggregated to improve performaces. The optios will differ depedig o the cotet of the field: Noe: this optio lets you display all the values available for the variable, without biig. 34 Neolae 2013

36 Aalyzig populatios Warig: This optio should be used with care: it ca have a major impact o the report ad o machie performace. Auto: this optio lets you display the most frequetly represeted values. They are calculated automatically ad each represet a percetage of the variables compared to the umber of bis. For umerical values, Neolae automatically geerates classes to sort the data ito. Maual: this optio operates like the Auto optio, except that you ca set these values maually. To do this, click the Add butto to the right of the value table. Values ca be iitialized automatically by Neolae before persoalizatio: to do this, eter the umber of bis you wat to geerate ad click the Iitialize with lik, as show below: The adapt your cotet to suit your eeds: Depedig o the desired level of precisio, fields cotaiig dates ca be grouped by time, day, moth, year, etc. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 35

37 Neolae Modulo: lets you create groups of values i case of umerical values. For example, a modulo with a value of 10 lets you create a iterval of values that chage te by te. This example lets you view the breakdow of recipiets by age group. 36 Neolae 2013

38 Aalyzig populatios Displayig data i the table Use the toolbar to persoalize the display of variables i the table: delete a colum, display data i lies rather tha colums, move a colum to the left or right, view or alter value calculatio. Note: The upper sectio of the widow lets you select the display settigs. You ca display or hide the ame of the statistics ad the sub-totals ad choose the orietatio of the statistics. For more o this, refer to the Neolae Reportig dpcumet. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 37

39 Neolae Displayig data i the chart I the first step of the descriptive aalysis wizard, you ca choose to display the data i chart form oly, without a table. I this case, variable selectio must be carried out i the chart cofiguratio step. Start by selectig the umber of variables to display ad the database fields. 38 Neolae 2013

40 Aalyzig populatios The select the desired chart type. Note: You ca display the variables i a chart ad a table at the same time. To do this, eter the variables i the Table cofiguratio widow. Click Next ad select the type of chart i the chart cofiguratio widow. If sub-dimesios are defied i the table, they are ot displayed i the chart. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 39

41 Neolae Click the Variats lik to modify the chart properties. Note: The available optios deped o the type of chart selected. Statistics calculatio The descriptive aalysis wizard lets you calculate several types of statistics for the data. By default, oly a simple cout is cofigured. 40 Neolae 2013

42 Aalyzig populatios Click Add to create a ew statistic. The followig operatios are possible: Cout to cout all o-ull values of the field to be aggregated, icludig duplicate values (of the aggregate field), Average to calculate the average of the values i a umerical field, Miimum to calculate the miimum of the values i a umerical field, Maximum to calculate the maximum of the values i a umerical field, Sum to calculate the sum of the values i a umerical field, Stadard deviatio to calculate how the retured values are scattered aroud the average, Row percetage distributio to calculate the ratio of the value i a colum ad the value i a row (available for tables oly), Colum percetage distributio to calculate the ratio of the value i a row to the value i a colum (available for tables oly), Neolae v6.1 - Neolae Reportig - Aalyzig populatios 41

43 Neolae Total percetage distributio to calculate the distributio of recipiets cocered by the values, Calculated field to create a persoalized operator (available for tables oly). The User fuctio field lets you eter the calculatio to be applied to the data. Example: Calculatig the average purchase amout per customer based o tow ad origi To display the above iformatio i a table, you eed to create a calculated field for storig the average purchase amout per customer. To do this: 42 Neolae 2013

44 Aalyzig populatios 1 Calculate the purchase total. 2 This statistic wo't be displayed i the table. You eed to uchesk the Display i the table optio of the Advaced tab. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 43

45 Neolae 3 Create a ew Calculated field type statistic ad eter the followig formula i the User fuctio field: Displayig the report The last step of the wizard lets you display the report, i.e. the table or the chart as they have bee cofigured. Whe the report cotais a table, the computatio result cell is colored. The higher the result, the more itese the color. 44 Neolae 2013

46 Aalyzig populatios It's possible to chage the layout of results. To do this, right-click the cocered variable ad select the iput from the shortcut meu. Whe the report icludes a chart, the labels of the leged let you filter the displayed iformatio: click a label to eable/disable display i the chart. Data aalysis optios - quatitative distributio The optios available whe usig the descriptive aalysis wizard to create a quatitative report are detailed below. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 45

47 Neolae Start by selectig the variable which the calculatios cocer: By default, Neolae offers a series of statistics to be calculated for the selected data. You ca chage this list, add to it or delete statistics depedig o your eeds. The followig operatios are possible: Cout to cout all o-ull values of the field to be aggregated, icludig duplicate values (of the aggregate field), Average to calculate the average of the values i a umerical field, Miimum to calculate the miimum of the values i a umerical field, Maximum to calculate the maximum of the values i a umerical field. Sum to calculate the sum of the values i a umerical field, Stadard deviatio to calculate how the values retured are distributed aroud the average. Number of missig values to calculate the umber of umeric fields without defied values. Decile distributio to distribute the values retured such that each represets 1/10th of the values i a umeric field. Custom distributio to distribute the values retured based o user-defied thresholds. The Detail... butto lets you edit a statistic ad, if eeded, persoalize its calculatio or its display: 46 Neolae 2013

48 Aalyzig populatios The last step of the wizard shows the quatitative aalysis report. Note: To make chages to the report, refer to Processig a report [page 61]. Case studies Qualitative data aalysis Example of a chart display Target: geerate a aalysis report o the locatio of prospects or customers. 1 Ope the descriptive aalysis wizard ad select Chart oly. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 47

49 Neolae Click Next to approve this step. 2 The select the 2 variables optio ad specify that the First variable (abscissa) will refer to recipiet status (prospects/customers) ad the secod variable will refer to the coutry. 3 Select Cyliders as a type. 4 Click Next ad leave the default Simple cout statistic. 48 Neolae 2013

50 Aalyzig populatios 5 Click Next to display the report. Hover over a bar to see the exact umber of customers or prospects for this coutry. 6 Eable or disable the display of oe of the coutries based o the leged. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 49

51 Neolae Example of a table display Target: aalyze compay domais. 1 Ope the descriptive aalysis wizard ad select the Array display mode oly. Click the Next butto to approve this step. 2 Select the Compay variable as a colum ad the domai variable as a row. 3 Keep the By rows optio for statistics orietatio: the statistic calculatio will be displayed to the right of the domai variable. Click Next to approve this step. 50 Neolae 2013

52 Aalyzig populatios 4 The eter the statistics to be calculated: keep the default cout ad create a ew statistic. To do this, click Add ad select Total percetage distributio as the operator. 5 Eter a label for the statistic so that there will ot be a blak field whe the report is displayed. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 51

53 Neolae 6 Click Next to display the report. 7 Oce the aalysis report has bee geerated, you ca adapt the display to suit your eeds without chagig the cofiguratio. For istace, you ca switch the axes: right-click the compay lie ad select Tur o the shortcut meu. The table displays the iformatio as follows: 52 Neolae 2013

54 Quatitative data aalysis Aalyzig populatios Target: to geerate a quatitative aalysis report o recipiet age 1 Ope the descriptive aalysis wizard ad select Quatitative distributio from the drop-dow list. Click the Next butto to approve this step. 2 Select the Age variable ad eter its label. Specify whether or ot it's a iteger, the click Next. 3 Delete the Deciles, Distributio ad Sum statistics: they're ot eeded here. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 53

55 Neolae 4 Click Next to display the report. Aalyzig a trasitio target i a workflow Target: to geerate reports o the populatio of a targetig workflow 1 Ope the desired targetig workflow. 2 Right-click a trasitio that poits to the recipiet table. 3 Select Aalyze target i the drop-dow meu to ope the descriptive aalysis widow. 4 At this poit you ca either select the Existig aalyses ad reports optio ad use reports created previously (refer to Re-usig existig reports ad aalyses [page 32]), or create a ew descriptive aalysis. To do this, leave the New descriptive aalysis from a template optio selected by default. The rest of the cofiguratio is the same as for all descriptive aalyses. 54 Neolae 2013

56 Aalyzig populatios Recommedatios The aalysis of a populatio i a workflow requires the populatio to still be preset i the trasitio. If the workflow is lauched, the result cocerig the populatio might be purged from the trasitio. To ru a aalysis, you ca either: Detach the trasitio from its destiatio activity ad start the workflow to make it active. Oce the trasitio starts to flash, lauch the wizard i the usual way. Modify the properties of the workflow by selectig the Keep the result of iterim populatios betwee two executios optio. This lets you lauch a aalysis of the trasitio of your choice, eve if the workflow has fiished. If the populatio was purged from the trasitio, a error message asks you to select the cocered optio before lauchig the descriptive aalysis wizard. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 55

57 Neolae Warig: The Keep the result of iterim populatios betwee two executios optio must oly be used i developmet phases, but ever for a eviromet i productio. The iterim populatios are automatically purged oce their retetio deadlie has bee reached. This deadlie is specified i the workflow properties Executio tab. Aalyzig recipiet trackig logs The descriptive aalysis wizard ca geerate reports o other work tables. This meas that you ca aalyze delivery logs by creatig a dedicated report. I this example, we wat to aalyze the reactivity rate of ewsletter recipiets. To do this, apply the followig steps: 1 Ope the descriptive aalysis wizard via the Tools > Descriptive aalysis meu ad chage the default work table. Select Recipiet trackig log ad add a filter to exclude Proofs ad iclude ewsletters. Select a table display ad click Next. 2 I the ext widow, specify that the aalysis cocers deliveries. Here, delivery labels will be displayed i the first colum. 56 Neolae 2013

58 Aalyzig populatios 3 Cofigure the statistics to be displayed i the table. Here, for each Newsletter, the table will show: the umber of opes, the umber of clicks, the reactivity rate (as a percetage). To do this, delete the default cout ad create three statistics: Add a statistics for coutig the umber of clicks: defie the relevat filter i the Filter tab. The click the Geeral tab to reame the statistics label ad alias: Neolae v6.1 - Neolae Reportig - Aalyzig populatios 57

59 Neolae Add a secod statistic for coutig the umber of opes: The click the Geeral tab to reame the statistics label ad its alias: Add the third statistic ad select the Calculated field operator to measure the reactivity rate. Go to the User fuctio field ad eter the followig * Neolae 2013

60 Aalyzig populatios Adapt the statistics label as show below: Fially, specify whether the values are show as a percetage: to do this, ucheck the Default formattig optio i the Advaced tab ad select Percetage without a decimal poit. 4 Click Next to display the report. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 59

61 Neolae Aalyzig delivery exclusio logs If the aalysis cocers a delivery, you ca aalyze the excluded populatio. To do this, select the deliveries to be aalyzed ad right-click to access the Actio>Explore exclusios meu. This will take you to the descriptive aalysis wizard ad the aalysis will cocer the recipiet exclusio logs. For example, you could display the domais of all excluded addresses ad sort them by exclusio date. 60 Neolae 2013

62 Aalyzig populatios This would geerate the followig type of report: Processig a report If you have the appropriate rights, you ca save a aalysis report created from a template or export it i Excel, PDF, or OpeOffice format. Savig a aalysis report To save your report, click Save ad give your report a label. Select Also save data if you wish to create a history of your report ad see the values of the report at the time of savig. For more o this, refer to Creatig aalysis archives [page 33]. The Share this report optio allows other operators to access the report. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 61

63 Neolae Oce it has bee saved, this report ca be re-used to geerate other aalysis reports: To make chages to this report, edit the Admiistratio>Cofiguratio>Neolae tree reports ode of the Neolae tree (or the first 'Reports' type folder for which the operator has editig rights). For more o this, refer to Cofigurig the layout of a descriptive aalysis report [page 63]. 62 Neolae 2013

64 Aalyzig populatios Additioal settigs Oce a descriptive aalysis report has bee saved, you ca edit its properties ad access additioal optios. These optios are the same as stadard reports ad are detailed i Properties of the report [page 141]. Cofigurig the layout of a descriptive aalysis report You ca persoalize the display ad layout of your data i the charts ad tables of the descriptive aalysis. All optios are accessed via the Neolae tree, i the Edit tab of each report. Rederig of descriptive aalysis tables Display modes Whe you create a report usig the qualitative distributio mode, table ad chart display modes are selected by default. If you oly wat oe display mode, u-check the appropriate box. This meas that oly the tab of the checked display mode will be available. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 63

65 Neolae Data To chage the schema of the report, click the Select the lik ad select aother table from the database. Display settigs It's possible to hide or show statistics ad sub-totals as well as choose the orietatio of your statistics. 64 Neolae 2013

66 Aalyzig populatios Whe you create statistics you ca persoalize their label. Their ame will be displayed i the report. Neolae v6.1 - Neolae Reportig - Aalyzig populatios 65

67 Neolae However, if you u-check the label ad sub-total display optio, they will ot be visible i the report. Note: The ame will appear i a tooltip whe you hover over a cell of the table. By default, the statistics are displayed olie. To chage the orietatio, select the appropriate optio from the drop-dow list. I the followig example, the statistics are displayed i colums. 66 Neolae 2013

68 Aalyzig populatios Data layout You ca persoalize the data layout directly i the descriptive aalysis tables. To do this, right-click the variable you wat to work with. Select the available optios from the drop-dow meu: Pivot to chage the axis of the variable. Up / Dow to swap the variables i lies. Move to the right / Move to the left to swap the variables i colums. Tur to ivert the variables axes. Sort from A to Z to sort the variable values low to high. Sort from Z to A to sort the variable values high to low. To retur to the iitial display, refresh the view. Chart optios It's possible to persoalize the display of data i the chart. To do this, click the Variables... lik available durig the chart type selectio stage. The followig optios are available: The upper sectio of the widow lets you modify the chart display area. By default, labels are displayed i the chart. You ca hide them by u-checkig the Show values optio. The Accumulate values optio lets you add up values from oe series to aother. You ca decide whether or ot to display the chart leged: to hide it, u-check the appropriate optio. By default, the leged is displayed outside the chart i the top right-had corer. The leged ca also be displayed o top of the chart i order to save o display space. To do this, select the optio Iclude i the chart Neolae v6.1 - Neolae Reportig - Aalyzig populatios 67

69 Neolae Select the vertical ad horizotal aligmet i the Captio positio drop-dow list. Exportig a aalysis report To export data from a aalysis report, click the drop-dow list ad select the desired output format. For more o this, refer to Actios o reports [page 155]. 68 Neolae 2013

70 CHAPTER 4 Creatig ew reports Table of Cotets Itroductio Creatig a ew report Creatio steps Modelizig the chart Creatig the report cotet Collectig the data to aalyze via a Query box Usig the data from a schema Usig a imported list Usig a cube Filterig optios i the queries Collectig data directly o the page Defiig a direct filter o data Usig cotext data Creatig a table Creatig a list with group Creatig a breakdow table Creatig a pivot table Creatig a chart Creatio steps Chart types ad variats Iteractio with the chart Calculatig statistics Elemet layout Defiig the optios for each page Addig a header ad a footer Defiig a coditioal cotet Coditioig item display Coditioig page display Advaced fuctioalities Addig a script Callig up aother report Properties of the report Overview Overall properties Report accessibility Maagig report localizatio Persoalizig HTML rederig Defiig additioal settigs Addig variables Referecig scripts Neolae v6.1 - Neolae Reportig - Creatig ew reports 69

71 Neolae Persoalizig the error page Cofigurig access to the report Report display cotext Creatig a lik to a report Preview of the report Publishig the report Actios o reports Exportig a report Pritig a report Creatig report archives Itroductio To produce statistics o the data i the database, you ca create reports ad adapt their cotet ad layout based o your eeds. These reports ca be shared with other operators. Note: Oly advaced users are authorized to create these reports. To create, publish ad deliver a aalysis report o your data, apply the followig steps: 1 Create a ew report: refer to Creatio steps [page 72], 2 Select the report template, the label, the descriptio ad the table which the aalysis will cocer: refer to Creatio steps [page 72], 3 Collect the data to aalyze: refer to Collectig the data to aalyze via a Query box. [page 78] ad Collectig data directly o the page [page 83], 4 Defie the cotet of the report with the activities ad their cotaiers: refer to Creatig a table [page 90], Creatig a chart [page 124] adelemet layout [page 134], 5 Cofigure the display optios: display type, shared reports: refer to Report display cotext [page 147], Defiig a coditioal cotet [page 138] ad Cofigurig access to the report [page 147], 6 Publish the report (publicatio wizard): refer to Publishig the report [page 154], 7 Covert the report: export, history, display i a browser: refer to Actios o reports [page 155]. Creatig a ew report Neolae reports are created via a chart that sequeces activities. These activities are cofigured to meet the eeds of each report: data collectio mode, access cotrol setup, report rederig, liked rights, etc. 70 Neolae 2013

72 Creatig ew reports Example of how to build a report chart: The list of available activities is displayed i the left-had sectio. Their fuctio ad cofiguratio are detailed further o i this documet. Neolae v6.1 - Neolae Reportig - Creatig ew reports 71

73 Neolae This report displays the various operatig systems ad Web browsers used. It's rederig is as follows: Creatio steps To create a report, apply the followig steps: 1 Ope the Neolae explorer ad select the folder cotaiig the Reports. 2 Click the New butto above the list of reports. 72 Neolae 2013

74 Creatig ew reports 3 Select Create a ew report from a template ad click Next. 4 Select the report template from the drop-dow list. By default, the Exteded report template lets you create a report cofigured usig a chart. Note: The Qualitative distributio report lets you create statistics based o all types of data (compay ame, domai, etc.). The Quatitative distributio report lets you create statistics o data that ca be measured or couted (ivoice amout, recipiet age, etc.). For more o these report templates, refer to Aalyzig populatios [page 19]. 5 Eter the ame of the report ad its descriptio i the matchig fields. 6 Save this report ad create its cotet. For more o this, refer to Creatig the report cotet [page 75]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 73

75 Neolae Modelizig the chart The report costructio diagram is made up of a liear sequece of activities. Activities are liked up usig trasitios, represeted by arrows. To build a report, depedig o its ature ad cotext, you eed to idetify the useful elemets ad modelize their logical sequece. 1 Use the 'Start' activity to materialize the first process to be carried out to build the report. You ca oly use oe of these activities per report. It is madatory if the chart icludes a loop. 2 Add oe or more 'Query' activities to collect data that is useful for buildig the report. Data ca be collected either directly via a query o a schema of the database, or via a imported list or a existig Cube. For more o this, refer to Collectig the data to aalyze via a Query box. [page 78]. This data will be displayed (or ot) i the report depedig o page cofiguratio. 3 Place oe or more 'Page' activities to defie the graphical represetatio of the collected data. You ca isert tables, charts, iput fields, ad coditio the display of oe or more pages, or elemets of the page. The displayed cotet is fully cofigurable. For more o this, refer to Creatig a page [page 75]. 4 Use a 'Test' activity to defie the coditios for displayig or accessig data. 74 Neolae 2013

76 Creatig ew reports For more o this, refer to Coditioig page display [page 138]. 5 If ecessary, add persoalized scripts via the 'Script' activity, for istace to calculate the ame of a report, to filter the display of the result withi a specific cotext, etc. For more o this, refer to Script activity [page 139]. 6 Fially, you for easier readig of complex reports, you ca isert oe or more 'jump' type activities. This lets you go from oe activity to aother without materializig the trasitio o the report. The 'Jump' ca also be used to display aother report. For more o this, refer to Jump activity [page 140]. Warig: You caot execute several braches at the same time. This meas that a report built like this will ot work: However, you ca place several braches: oly oe of them will be executed: Creatig the report cotet Operatig priciple The cotet is cofigured via the activities placed i the chart. Refer to Modelizig the chart [page 74]. To cofigure a activity, double-click its ico. The displayed cotet is defied i the Page type activities. Creatig a page A report ca iclude oe or more pages. Pages are created via a dedicated editor that lets you isert, i a tree structure, iput fields, selectio fields, static elemets, charts, or tables. Cotaiers help you defie the layout. For more o this, refer to Elemet layout [page 134]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 75

77 Neolae To add a compoet to the page, use the icos i the upper left-had sectio of the toolbar. You ca also right-click the ode where you wat to add the compoet ad select it from the list. Warig: If the report is destied to be exported i Excel format, we recommed ot usig complex HTML formattig. For more o this, refer to Exportig a report [page 156]. A Page ca iclude the followig elemets: Bar, pie, curve type charts, etc. Pivot; List with group, or Breakdow tables. Text or umber type Iput cotrols. Drop-dow list, checkbox, radio butto, multiple choice, date, or Matrix type Selectio cotrols. Lik editor, Costat, Folder selectio type Advaced cotrols. Value, Lik, HTML, Image, etc. Static elemets. Cotaiers that eable you to cotrol compoet layout. Note: The cofiguratio mode of a page ad its compoets is detailed i the Web applicatios sectio of the Web fuctioalities guide. 76 Neolae 2013

78 Creatig ew reports The toolbar lets you add or remove cotrols ad orgaize their sequece i the report page(s). Static elemets Static elemets eable you to display iformatio i the report, such as graphical elemets or scripts, which the user will ot iteract with. Note: Refer to the Static elemets sectio of the Web fuctioalities guide for more iformatio. Filterig iformatio Iput ad selectio cotrols eable you to filter the iformatio displayed i the report. For more o implemetig this type of filterig, refer to Filterig optios i the queries [page 82]. Note: For more o creatig ad cofigurig iput fields ad selectio fields, refer to the Web fuctioalities guide. Iput cotrols You ca itegrate oe or more iput cotrols ito your reports. This type of cotrol lets you filter iformatio displayed accordig to a value etered. Selectio cotrols You ca itegrate oe or more selectio cotrols ito your reports. Neolae v6.1 - Neolae Reportig - Creatig ew reports 77

79 Neolae This type of cotrol lets you filter the iformatio cotaied i the report, based o the selected value(s), such as: via radio buttos or checkboxes: via a drop-dow list: via a caledar: Advaced cotrols You ca itegrate oe or more advaced cotrols ito your reports. This type of cotrol eables you to isert a lik, a costat, or to select a folder. Here you ca filter the data i the report to display oly the iformatio cotaied i oe of the folders of the tree: Collectig the data to aalyze via a Query box. The data to be used for buildig the report ca be selected directly i the report page (for more o this, refer to Collectig data directly o the page [page 83]) or collected via oe or more queries. This activity offers three differet methods: 1 Buildig a query usig the data i the database. 2 Processig the data cotaied i a list. 3 Usig data cotaied i a existig cube. 78 Neolae 2013

80 Creatig ew reports The choice of method depeds o the type of calculatio, the data volume ad their durability, etc. All these parameters must be examied carefully to avoid overloadig the Neolae database ad to optimize the geeratio ad maipulatio of the created reports. For more o this, refer to Recommedatios [page 9]. I all cases, data is collected via a Query type activity. Note: This data selectio mode is relevat whe the data i the report eeds to be collected or built usig data i the database. I some cases, you ca also select the data straight from the elemets used i the report. For istace whe isertig a chart, you ca select the source data directly. For more o this, refer to Collectig data directly o the page [page 83]. Usig the data from a schema To use data liked to a database schema, select the appropriate optio i the query editor ad cofigure the query to be applied. Neolae v6.1 - Neolae Reportig - Creatig ew reports 79

81 Neolae The followig example lets you collect the umber of recipiets for each coutry, amog the profiles i the database. They ca the be displayed i a report i the form of a table. Usig a imported list To create a report, you ca use data from a list of imported data. To do this, select the Use a imported list optio i the query box ad select the cocered list. Click the Edit query... lik to defie the data to collect amog the elemets i this list for buildig the report. 80 Neolae 2013

82 Creatig ew reports Usig a cube It's possible to select a Cube for defiig the query. Cubes eable you to exted the database's exploratio ad aalysis capacities while makig for easier cofiguratio of reports ad tables for ed users: simply select a existig, fully cofigured Cube ad use its calculatios, measures ad statistics. Note: For more o creatig cubes, refer to Explorig the data i the database [page 161]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 81

83 Neolae Click the Edit query... lik ad select the idicators that you wat to display or use i your report. Filterig optios i the queries To avoid ruig queries o the etire database, the data eeds to be filtered. Simplified filter You ca select the Filter automatically with the cotext optio to make the report accessible via a specific ode of the tree such as a list, a recipiet, or a delivery. The Filter with the folder optio lets you specify a folder ad take ito accout oly its cotets. This lets you filter the report data to show oly the data from oe of the folders i the tree, as show below: Limitig the amout of data collected Cofigure the umber of records to be extracted via the query usig the result limitig optios: Limit to first record to extract oe result, Size to extract a set umber of records. 82 Neolae 2013

84 Creatig ew reports Collectig data directly o the page Whe you wat to represet data i the form of tables or charts, it ca be take from two sources: a ew query (refer to Defiig a direct filter o data [page 83]) or the report cotext: the secod method is detailed below. Defiig a direct filter o data Filterig data Usig a Query type activity is't madatory whe buildig a report. Data ca be filtered directly i the tables ad charts that make up the report. This eables you to select the data to display i the report directly via the Page activity of the report. To do this, click the Filter data... lik i the Data tab: this lik lets you access the expressios editor to defie a query o the data to be aalyzed. Example of a filter i a chart I the followig example, we wat the chart to show oly recipiet profiles who live i Frace ad who made a purchase durig the year. To defie this filter, place a page i the chart ad edit it. Click the Filter data lik ad create the filter that matches the data you wat to display. Neolae v6.1 - Neolae Reportig - Creatig ew reports 83

85 Neolae Note: For more o buildig queries i Neolae, refer to Neolae Platform. 84 Neolae 2013

86 Creatig ew reports Here, we wat to display the breakdow by city of selected recipiets. The rederig will look like this: Example of a filter i a pivot table I this example, the filter lets you display oly o-parisia customers i the pivot table, without usig aother query beforehad. Apply the followig steps: 1 Place a page i the chart ad edit it. 2 Create a pivot table. Neolae v6.1 - Neolae Reportig - Creatig ew reports 85

87 Neolae 3 Go to the Data tab ad select the cube to be used. 4 Click the Filter data... lik ad defie the followig query to remove Neolae from the list of compaies. Oly recipiets that meet the filterig criteria will appear i the report. Usig cotext data To represet data i the form of a table or a chart, it ca come from the cotext of the report. 86 Neolae 2013

88 Creatig ew reports I the page that cotais the table or the chart, the Data tab lets you select the data source. The New query optio lets you build a query to collect data. For more o this, refer to Defiig a direct filter o data [page 83]. The Cotext data optio lets you use the iput data: the cotext of the report coicides with the iformatio cotaied i the iboud trasitio of the page that cotais the chart or the table. This cotext may, for istace, cotai data collected via a Query activity placed before the Page activity ad for which you eed to specify the table ad the fields that the report cocers. For istace, i a query box, build the followig query for the recipiets: The idicate the source of the data i your report, i this case: Data from the cotext. Neolae v6.1 - Neolae Reportig - Creatig ew reports 87

89 Neolae The data locatio is iferred automatically. If ecessary, you ca force the data path. 88 Neolae 2013

90 Creatig ew reports Whe you select the data which the statistics will cocer, the available fields coicide with the data specified i the query. Neolae v6.1 - Neolae Reportig - Creatig ew reports 89

91 Neolae Creatig a table You ca add a table to a report to display data. This ca be a pivot table created based o cube measuremets, a list with group, or a table cotaiig a breakdow of values. Creatig a list with group A List with group type table lets you group data i the table ad produce statistics o it. For istace, you ca create totals ad sub-totals for the data. Each group has its ow header, detail ad footer lie. Warig: The Page activity cotaiig the table must be preceded by a Query or Script activity to collect the data to be aalyzed i the report. For more o these activities, refer to Collectig the data to aalyze via a Query box. [page 78] ad Script activity [page 139]. Operatig priciple It may happe that you eed to aalyze several data categories at oce. A list with group lets you combie data ad create statistics o various groups of data withi the same table. To do this, you ca create a group i the table. I the followig example, the group shows all the campaigs i the database, the deliveries, ad the umber of messages set per delivery ad per campaig. 90 Neolae 2013

92 Creatig ew reports It lets you list the campaigs (Label (Campaig), the list of deliveries (Label) liked to the campaig, ad lets you cout the umber of messages set per delivery (Processed), before addig them up for each campaig Implemetatio steps. A full implemetatio example is provided here: Quick Start: 6 steps to create a report with a group list [page 99]. Please ote the followig steps to create a 'List with group' type table: 1 Go to the report chart ad place a Query activity. Refer to Collectig the data to aalyze via a Query box. [page 78]. 2 Fill i the source table ad select the fields of the table which the statistics will cocer. 3 Place a Page activity i the chart. For more o this, refer to Creatig a page [page 75]. 4 Isert a List with group type table ito the page. 5 Specify the data path, or the table selected as a data source i the query. Warig: This step is madatory if you wat to recover the fields i the source table later ad isert them ito the cells of the table. 6 Creatig the table ad its cotet. 7 Display the fialized report i the Preview tab. You ca the publish the report ad export it ito a differet format if ecessary. For more o this, refer to Exportig a report [page 156]. User-friedliess Types of lies By default, a List with group type table icludes a header, a detail lie, ad a footer lie. Neolae v6.1 - Neolae Reportig - Creatig ew reports 91

93 Neolae The group itself icludes header, detail ad footer lies. Header lie: this lie lets you give a title to the colums of the table. Detail lie: this lie cotais statistical values. 92 Neolae 2013

94 Creatig ew reports Footer lie: this lie lets you display the total values. Addig lies ad colums Lies ad colums ca be added to suit your eeds. The group ca be placed o ay lie of the table ad icludes its ow header, detail ad footer lies. Lie ad colum: to add or delete a lie or a colum, go to a existig lie or colum ad use the right-click meu. The ature of the lie you add depeds o the locatio of the cursor. For example, to add a header lie, place your cursors o a header, the click Add >A lie above/below. The width of the colums ca be modified via the Colum format item. Neolae v6.1 - Neolae Reportig - Creatig ew reports 93

95 Neolae Group: to add a group, go to a lie ad select the matchig item i the drop-dow meu. Defiig cell cotet To edit a cell of the table ad defie its cotet ad format, go to the cell ad use the right-click meu. Use the Expressio meu etry to select the values to display. To isert the values to be aalyzed directly ito the table, select them amog the available fields. Note: The list of available fields coicides with the cotet of the query before the table i the report costructio chart. Eter a label for a cell, the header oe for example. To do this, use the same process as for isertig a field ito the database, but do't select a expressio. Eter the label i the Label field. It will be displayed as is. Calculatig a aggregate (a average, a sum, etc.) ad displayig it i the cell. 94 Neolae 2013

96 Creatig ew reports To do this, use the Aggregates meu etry ad select the desired campaig. Defiig cell format The Cell format... meu lets you access all formattig optios available for the selected cell. These optios eable you to persoalize the fial rederig of the report ad make it easier to read iformatio. Note: Use the Carriage retur field whe explortig data to Excel: select the Yes value to force the carriage retur. This value will be kept whe exportig. For more o this, refer to Exportig a report [page 156]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 95

97 Neolae Values The Value tab lets you chage the fot ad the various value attributes or to defie a format based o their ature. The format chages data display: for example, the Number, Moetary ad Percetage format lets you alig the figures o the right ad display decimal poits. Example of how to cofigure a currecy format: you ca specify the currecy which the values are expressed i, choose whether or ot to separate thousads, ad show egative values i red. Note: The positio of the currecy symbol depeds o the laguage of the operator defied i their profile. 96 Neolae 2013

98 Creatig ew reports Cofiguratio example for dates: you ca choose whether or ot to display the time. Borders The Borders tab lets you add borders to the lies ad colums i the table. Neolae v6.1 - Neolae Reportig - Creatig ew reports 97

99 Neolae Warig: Addig borders to the cells may lead to performace issues whe exportig large reports ito Excel. If ecessary, you ca defie borders i the Form rederig template of the table. I this case, you'll have the followig sytax: I the Web tab:.tabular td { border: solid 1px #000000; } I the Excel tab: <style ame="odd" fillcolor="#fdfdfd"> <border> <bordertop value="solid 0.05pt #000000" /> <borderbottom value="solid 0.05pt #000000" /> <borderleft value="solid 0.05pt #000000" /> <borderright value="solid 0.05pt #000000" /> </border> </style> <style ame="eve" fillcolor="#f7f8fa"> <border> <bordertop value="solid 0.05pt #000000" /> <borderbottom value="solid 0.05pt #000000" /> <borderleft value="solid 0.05pt #000000" /> <borderright value="solid 0.05pt #000000" /> </border> </style> Actio The Click tab lets you defie a actio whe the user clicks the cotet of a cell or of the table. I the example below, clickig the value i the cell lets you display the secod page of the report: it will cotai iformatio o the delivery i the cell. 98 Neolae 2013

100 Creatig ew reports Visuals The More tab lets you lik a visual to your data, such as a colored mark or a value bar. Note: The colored mark is used whe the table is show as a leged i a chart. For more o this, refer to the implemetatio example: Step 5 - Create the secod page [page 117] Quick Start: 6 steps to create a report with a group list I this example, we are goig to create a two-page report: the first page will cotai the list ad the total deliveries per campaig, as well as the umber of messages set. Delivery ames will be clickable liks ad will eable you to go o to the secod page of the report to view the breakdow of deliveries per Neolae v6.1 - Neolae Reportig - Creatig ew reports 99

101 Neolae domai for the selected delivery with a table ad a chart. O the secod page, the table will serve as a leged for the chart. To create this example, apply the followig steps: 100 Neolae 2013

102 Creatig ew reports Step 1 - Create a report Create a ew report that cocers the campaig schema, Campaigs (ms). Click Save to create the report. Go to the chart ad add the first compoets to be used for desigig the report cotet: a first query ad a first page. Neolae v6.1 - Neolae Reportig - Creatig ew reports 101

103 Neolae Step 2 - Create the first query The first query lets you collect deliveries liked to each campaig. The goal is to display a report o the various deliveries of the Neolae database liked to each campaig. Double-click the first query to edit it, the apply the followig steps to cofigure it: 1 Start by chagig the schema which the query source cocers: select the Deliveries (ms) schema. 2 Click the Edit query lik ad display the advaced fields. 3 Select the followig fields: the delivery label, the primary key of the delivery, the campaig label, the idicator of processed deliveries, the foreig key of the Campaig lik, 102 Neolae 2013

104 Creatig ew reports the error rate idicator. Lik a alias to each field: this is recommeded to facilitate the selectio of data from the table that will be added to the first page of the report. For this example, we'll use the followig aliases: Primary Label Foreig key of the 'Campaig' ('id' field) Error 4 Click the Next butto twice to get to the Data filterig step. Add a filterig coditio to collect oly the deliveries liked to a campaig. Neolae v6.1 - Neolae Reportig - Creatig ew reports 103

105 Neolae The sytax of this filter is as follows: "Foreig key of the 'Campaigs' lik greater tha 0". Click Fiish to save these coditios, the click Ok to close the query editor. Step 3: Create the first page I this step, we are goig to cofigure the first page of the report. To cofigure it, apply the followig steps: 1 Ope the Page activity ad eter its title, for istace Deliveries i this case. 2 Isert a list with group via the toolbar ad eter its label, for istace: List of deliveries per campaig. 104 Neolae 2013

106 Creatig ew reports 3 Click the Table data XPath... lik ad select the delivery lik, i.e. [query/delivery]. 4 Click the Data tab ad chage layout of the table: add three colums o the right. Neolae v6.1 - Neolae Reportig - Creatig ew reports 105

107 Neolae 5 Add a group. This group will eable you to group campaigs ad the deliveries liked to them. 6 I the group widow, referece the foreig key of the campaigs ad close the widow. 106 Neolae 2013

108 Creatig ew reports 7 Edit the first cell of the group header ad isert the Label field of the campaigs as a expressio. 8 Edit the secod cell of the details lie ad select the deliveries Label. Neolae v6.1 - Neolae Reportig - Creatig ew reports 107

109 Neolae 9 Edit the format of this cell ad ope the Click tab. Cofigure the adequate optios so that whe the users clicks the ame of a delivery, it opes i the same widow. To do this, select a Next page type actio ad select I the same widow as a ope optio. 108 Neolae 2013

110 Creatig ew reports 10 I the lower sectio of the widow, click Add ad specify the /vars/selecteddelivery path ad expressio that matches the alias of the primary key of the delivery, as defied i the query created previously. This formula lets you access the selected delivery. 11 Edit the secod cell of the footer lie of the group ad eter Total per campaig as a label. Neolae v6.1 - Neolae Reportig - Creatig ew reports 109

111 Neolae 12 Edit the third cell of the header lie of the group ad eter Number of messages set as a label. This iformatio coicides with the colum title. 13 Edit the third cell of the detail lie ad select the processed message idicator as a expressio. 110 Neolae 2013

112 Creatig ew reports 14 Edit the third cell of the footer lie of the group, select the processed delivery idicator ad apply the Sum aggregate to it. 15 Edit the fourth cell of the detail lie ad select the error delivery error rate as a expressio. 16 Select this cell to display a value bar represetig the delivery error rate. Neolae v6.1 - Neolae Reportig - Creatig ew reports 111

113 Neolae To do this, access the cell format, the go to the More tab. Select the Value bar etry i the drop-dow list ad select the Hide the cell value optio. You may ow view a rederig of the report. Click the Preview tab ad select the Global optio: this shows the list of all deliveries i the Neolae database that are liked to a campaig. Tip: We recommed usig the preview tab to make sure the data i your table is properly selected ad cofigured. Oce this is doe, you ca go o to formattig your table. 112 Neolae 2013

114 Creatig ew reports 17 Apply the Bold style to the cells that show the total per campaig ad the total umber of messages processed. 18 Click the 1st cell of the group header lie, the oe that displays the campaig ame, ad select Edit>Merge to right. Neolae v6.1 - Neolae Reportig - Creatig ew reports 113

115 Neolae Mergig the first two cells of the group header lie will re-alig the campaig title ad the list of deliveries liked to it. Warig: We recommed waitig util your report is built before mergig cells sice mergig is irreversible. Step 4 - Create the secod query We wat to add a secod query ad a secod page to display the detail of a delivery whe the user of the report clicks o it. Before addig the query, edit the page you have created ad eable the outgoig trasitio so that it ca be liked to the query. 114 Neolae 2013

116 Creatig ew reports 1 Add a ew query after the Page activity ad edit its schema: select the Recipiet delivery logs schema. 2 Edit the query ad defie the output colums. To display the umber of deliveries per domai, you eed to: Neolae v6.1 - Neolae Reportig - Creatig ew reports 115

117 Neolae calculate the sum of primary keys to cout the umber of delivery logs: collect recipiet domais ad group iformatio o this field: to do this, select the Group optio i the domai ame colum. Lik the followig aliases to the fields: cout(primary 116 Neolae 2013

118 Creatig ew reports domai 3 Click the Next butto twice: this takes you to the Data filterig step. Add a filterig coditio to collect oly the iformatio liked to the selected delivery. The sytax is as follows: Foreig key of the 'Delivery' lik equals the value of the $([vars/selecteddelivery]) settig. 4 Close the query cofiguratio widow ad add a page to the chart, just after the secod query. Step 5 - Create the secod page 1 Edit the page ad eter its label: domais. Neolae v6.1 - Neolae Reportig - Creatig ew reports 117

119 Neolae 2 Ucheck the Eable output trasitios optio: this is the last page of the report ad will ot be followed by aother activity. 3 Add a ew list with a group usig the right-click meu ad call it domais per recipiet. 4 Click the Table data XPath... ad select the Recipiet delivery logs lik. 5 I the Data tab, adapt the table as follows: Add two colums o the right had side. 118 Neolae 2013

120 Creatig ew reports I the first cell of the detail lie, add the rownum()1 expressio to cout the umber of lies. The alter the format of the cell: i the Extra tab, select Color tab ad click Ok. This cofiguratio will eable you to use the table as a captio for the chart. I the secod cell of the detail lie, add the domai(recipiet) expressio. I the third cell of the detail lie, add the cout(primary key) expressio. 6 Add a pie chart to the page usig the right-click meu ad assig the domais label to it. For more iformatio, refer to Chart types ad variats [page 127]. 7 Click the Variats lik ad deselect the Display label ad the Display captio optios. Neolae v6.1 - Neolae Reportig - Creatig ew reports 119

121 Neolae 8 Check that o value sortig is cofigured. For more o this, refer to Cofigurig the layout of a descriptive aalysis report [page 63]. 9 I the Data tab, chage the data source: select Cotext data from the drop-dow list. 120 Neolae 2013

122 Creatig ew reports 10 The click Advaced settigs ad select the lik to the recipiet delivery logs. 11 I the Chart type sectio, select the domai variable. 12 The add the calculatio to be carried out: select the sum as a operator. Neolae v6.1 - Neolae Reportig - Creatig ew reports 121

123 Neolae 13 Click the Detail butto to select the field which the cout will cocer, the close the cofiguratio widow. Save the report. Your page is ow cofigured. Step 6 - Viewig the report To view the result of this cofiguratio, click the Preview tab ad select the Global optio. 122 Neolae 2013

124 Creatig ew reports The first page of your report details the list of all deliveries icluded i the database. If you click the lik of oe of these deliveries, it shows the chart showig the breakdow of domais for this delivery. You are ow o the secod page of the report ad ca retur to the previous page by clickig the appropriate butto. Creatig a breakdow table This type of table lets you display statistics calculated o the data i the database. The cofiguratio of these types of reports is similar to the oe used for the descriptive aalysis wizard. For more o this, refer to Data aalysis optios - quatitative distributio [page 45]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 123

125 Neolae Creatig a pivot table For more o creatig a pivot table, refer to Explorig the data i a report [page 176]. Creatig a chart The data i the database ca also be collected ad displayed i a chart. Neolae provides a set of graphical represetatios. Their cofiguratio is detailed below. Charts are iserted directly ito a report page via the right-click meu or the toolbar. Creatio steps To create a chart i a report, apply the followig steps: 1 Edit the page where you wat to display the chart ad select the chart type o the toolbar. 2 Eter a ame ad captio. If ecessary, you ca chage the positio of the captio usig the drop-dow list. 3 Click the Data tab to defie the data source ad the series to be calculated. 124 Neolae 2013

126 Creatig ew reports The statistics to be displayed i the chart ca be calculated based o a query or o the cotext data, i.e. the data provided by the iboud trasitio of the curret page (for more o this, refer to Usig cotext data [page 86]). Click the Filter data... lik to defie filterig criteria for the data i the database. Neolae v6.1 - Neolae Reportig - Creatig ew reports 125

127 Neolae To used cotextual data, select this optio ad click the Advaced settigs... lik. The select the data which the statistics will cocer. 126 Neolae 2013

128 Creatig ew reports You will the be able to access the cotextual data to defie the values to be displayed i the chart: Chart types ad variats Neolae offers various types of graphical represetatios. They are detailed below. The chart type is selected whe it is iserted ito the page. Neolae v6.1 - Neolae Reportig - Creatig ew reports 127

129 Neolae It ca also be altered via the Chart type sectio of the Geeral tab i the chart. Variats deped o the selected chart type. They are selected via the Variats... lik. Breakdow: pie charts This type of graphical represetatio lets you display a overview of the measured elemets. Pie charts oly eable you to aalyze oe variable. 128 Neolae 2013

130 Creatig ew reports The Variats lik lets you persoalize the overall rederig of the chart. Pie charts let you eter the value of the ier radius i the appropriate field. For example: 0.00 traces a full circle. Neolae v6.1 - Neolae Reportig - Creatig ew reports 129

131 Neolae 0.40 traces a circle with a radius of 40% oly traces the outside of the circle. Evolutio: curves ad areas This type of graphical represetatio lets you uderstad the evolutio of oe or more measures i time. Compariso: histograms Histograms eable you to compare the values of oe or more variables. 130 Neolae 2013

132 Creatig ew reports For these types of charts, the followig optios are offered i the Variats widow: Check the Display captio optio to show the captio with the chart ad choose its positio: Whe appropriate, you ca stack values together. Note: If ecessary, you ca reverse the value display sequece. To do this, select the Reverse stackig optio. Coversio: the fuel This type of chart lets you track the coversatio rate of measured elemets. Neolae v6.1 - Neolae Reportig - Creatig ew reports 131

133 Neolae Progress: gauge This type of chart lets you display the progress of a value compared to a defied objective. I the example below, the black dial shows the umber of deliveries successfully set (76) out of a goal of 100 deliveries. The gauge is divided ito three rages that correspod to specific statuses. These elemets are defied whe cofigurig the chart. The Value field is represeted by a black dial i the chart. It represets the elemet whose progress you would like to calculate. The value to be represeted must have already bee saved to be used. The Goal field represets the maximum value to achieve. Usig the Other mark field you ca add a secod idicator to the chart. The Display rage fields let you specify the values betwee which the report is calculated. The Value rages field lets you attribute statuses (Noe, Bad, Acceptable, Good) to a set of values to better illustrate the progress. 132 Neolae 2013

134 Creatig ew reports I the Display settigs sectio, the Chage appearace... lets allows you cofigure the way the chart is displayed. The Display the value below the gauge optio lets you display the value progress below the chart. The Aperture ratio field, which must be betwee 0 ad 1, lets you edit the report's aperture i a more or less complete circle. I the example above, the value 0.50 correspods to a semi-circle. The Width field lets you edit the chart size. Iteractio with the chart You ca defie a actio whe the user clicks the chart. Ope the Iteractio evets widow ad select the actio you wat to perform. Note: Possible iteractio types ad their cofiguratios are detailed i the Web fuctioalities guide. Calculatig statistics Charts let you display statistics o the collected data. Neolae v6.1 - Neolae Reportig - Creatig ew reports 133

135 Neolae These statistics are defied via the Series parameters sectio of the Data tab. To create a ew statistic, click the Add ico ad cofigure the appropriate widow. The available calculatio types are detailed below. For more o this, refer to Statistics calculatio [page 40]. Elemet layout I additio to the various charts detailed here : Chart types ad variats [page 127], you ca adapt the display ad add elemets to the report page(s). It's possible to use cotaiers: these eable you to lik several elemets of a page ad cofigure their layout i colums ad/or cells. Their use is detailed i the Web fuctioalities guide. Warig: You ca cofigure the report layout at the root of the tree ad overload it for each cotaier. Pages are sorted ito colums. Cotaiers are also sorted ito colums. Oly the static ad graphical items are sorted ito cells. Defiig the optios for each page You ca use the optios o each page of the report. 134 Neolae 2013

136 Creatig ew reports The Geeral tab lets you chage the title of the page, as well as cofigure label positios ad browsig betwee the report pages. The Title field lets you persoalize the label i the header of the report page. The title of the widow ca be cofigured via the Properties widow of the report. For more o this, refer to Addig a header ad a footer [page 136]. The Display settigs optios eable you to select the positio of the cotrol captio withi a report page ad to defie the umber of colums o the page. For more o page layout, refer to the Item layout sectio of the Web fuctioality guide. Select the various optios i the Browse sectio to authorize browsig from oe report page to aother. If the Disable ext page or the Disable previous page optio is selected, the Next ad Previous buttos disappear from the report page. Neolae v6.1 - Neolae Reportig - Creatig ew reports 135

137 Neolae Addig a header ad a footer The report properties widow also lets you defie the layout elemets, such as: the title of the widow, the HTML cotet of the headers ad footers. To access the properties widow, click the Properties butto of the report. The Page tab eables you to persoalize your display. The cotet cofigured i this tab will be visible o all report pages. The Texts sub-tab eables you to defie variable cotet: it will be take ito accout durig the traslatio cycle if the report is desiged for use i several laguages. 136 Neolae 2013

138 Creatig ew reports This lets you create a list of text fragmets ad lik them to idetifiers: The isert these idetifiers ito HTML cotets of the report: They will be automatically replaced with the appropriate cotet whe the report is displayed. Like for HTML texts, this operatig mode eables you to cetralize the texts used i the report ad maage their traslatio. The texts created i this tab are collected automatically by the Neolae itegrated traslatio tool. Neolae v6.1 - Neolae Reportig - Creatig ew reports 137

139 Neolae Defiig a coditioal cotet You ca coditio the display of specific report items or pages. To make specific items coditioal, adapt their visibility settigs. For more o this, refer to Coditioig item display [page 138]. To make the display of oe or more pages coditioal, use a Test type activity. For more o this, refer to Coditioig page display [page 138]. Coditioig item display To make the display of part of a report coditioal, you eed to defie its visibility coditios: if these are't met, the items will ot be displayed. Visibility coditios may deped o the operator status, o the items selected or etered i the report page. I the followig example, the display coditio depeds o the laguage: Note: Examples showig the coditioal display of items o a page are provided i the appropriate sectio of the Web fuctioality guide. Coditioig page display I the chart of a report, the Test activity lets you chage the sequece of pages depedig o oe or more coditios. This activity is based o the followig operatig priciple: 1 Place a Test i a chart ad edit it. 138 Neolae 2013

140 Creatig ew reports 2 Click the Add butto to create the various possible cases For each case, a output trasitio is added to the Test activity. 3 Select the Eable default trasitio to add a trasitio, i case oe of the cofigured coditios is't met. For more o this, refer to the appropriate sectio of the Web fuctioalities guide. A Test activity ca be placed at the start of the chart to coditio the display depedig o cotext or operator profile for istace. Advaced fuctioalities Addig a script Script activity This activity eables you to process data ad easily create complex queries that do't eable SQL laguage. Simply eter your query i the script widow. The Texts tab eables you to defie text strigs. They may the be used with the followig sytax: $(Idetifier). For more o usig texts, refer to Addig a header ad a footer [page 136]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 139

141 Neolae Note: We do NOT recommed usig JavaScript code to create aggregates. Warig: To create a history of your report, you eed to add the if( == 0 ) lie to your JavaScript query i order to save your archived data. Otherwise curret data will be displayed. For more o this, refer to the appropriate sectio of the Web fuctioalities guide. Exteral script It's possible to use a exteral script that will be executed o the server ad/or cliet side. To do this: 1 Edit the report properties ad click the Scripts. 2 Click Add ad select the script to be refereced. 3 The select the executio mode. Note: If you add several scripts, use the arrows of the toolbar to defie their executio sequece. Callig up aother report Jump activity A jumps is like a trasitio without a arrow: it lets you go from oe activity to aother or access aother report. 140 Neolae 2013

142 Creatig ew reports Properties of the report Overview You ca fully persoalize ad cofigure your reports to suit your eeds. To do this, edit their properties. Report properties are accessed via the Property butto foud above the activity sequece chart. Overall properties The Geeral tab lets you view or alter the label ad the schema which the report cocers. These elemets are etered durig report creatio. We do ot recommed chagig the Iteral ame: this is used i the report access URL. The report template is selected durig report creatio ad caot be altered later o. Neolae v6.1 - Neolae Reportig - Creatig ew reports 141

143 Neolae To chage the table which the report cocers, click the Select lik ico to the right of the Documet type field. To view the available fields i the selected table, click the Magifier ico. Report accessibility A report ca be accessed beyod the Neolae cosole, for istace via a Web browser. I this case, it ca be ecessary to cofigure the report access cotrol as show below. The overall priciple is as follows: The Aoymous access optio eables urestricted access to the report. However, o maipulatio is possible. The rights of the default ('webapp') report operator are used to display report elemets. 142 Neolae 2013

144 Creatig ew reports The Access cotrol optio eables Neolae operators to access it oce they are logged o. The Specific accout optio lets you execute the report with the rights of the operator selected i the Operator field. For more o this, refer to the appropriate sectio of the Web fuctioalities guide. Maagig report localizatio You ca cofigure the laguages which you wat the report to be traslated ito. To do this, click the Localizatio tab. The editig laguage is the laguage which you write i. Whe you add a laguage, the sub-tab appears i the report editig page. Neolae v6.1 - Neolae Reportig - Creatig ew reports 143

145 Neolae Note: For more o this, refer to the appropriate sectio of the Web fuctioalities guide. Persoalizig HTML rederig I the Rederig tab, you ca persoalize the data display mode for the page. You ca select: The chart rederig egie: Neolae offers two differet modes for geeratig chart rederig. By default, the rederig egie is HTML 5. If ecessary, you ca select Flash rederig. The type of browsig i the report: via buttos or liks, The default positio of labels for report elemets. This positio ca be overloaded for each elemet. The template or theme used for geeratig report pages. Note: For more o this, refer to the relevat sectio of the Web fuctioality guide. Defiig additioal settigs The Settigs tab lets you create additioal settigs for the report: these settigs will be passed ito the URL durig the call up. Warig: For security reasos, these parameters must be used with great cautio. To create a ew settig: 144 Neolae 2013

146 Creatig ew reports 1 Click the Add butto ad eter the ame of the settig. 2 If ecessary, specify whether or ot the settig will be madatory. 3 Select the type of settig you wat to create: Filter or Variable. The Filter etities optio lets you use a field of the database as a parameter. The data is recovered directly at the etity level: The Variable optio lets you create or select a variable which will be passed as a parameter of the URL ad ca be used i the filters. Note: For more o this, refer to the relevat sectio of the Web fuctioality guide. Neolae v6.1 - Neolae Reportig - Creatig ew reports 145

147 Neolae Addig variables The Variables tab cotais the list of variables cofigured i the report. These variables are exposed i the cotext of the report ad ca be used i calculatios. Click the Add butto to create a ew variable. To view the defiitio of a variable, select it ad click the Detail... butto. Referecig scripts The Scripts tab lets you referece JavaScript codes that will be executed o the cliet ad/or server side whe the report page is called up. For ormal executio o the cliet side, the refereced scripts must be writte i JavaScript ad eed to be compatible with most browsers. Note: For more o this, refer to the appropriate sectio of the Web fuctioalities guide. Persoalizig the error page The Error page tab lets you cofigure the message that will come up i case of a error i the report display. 146 Neolae 2013

148 Creatig ew reports You ca defie texts ad lik them to specific idetifiers to maage report localizatio. Note: For more o this, refer to Addig a header ad a footer [page 136]. Cofigurig access to the report Report display cotext Defie the display cotext of the report i the Neolae platform usig the Display tab. Access to a report depeds o its selectio type, display coditios ad access authorizatios. Neolae v6.1 - Neolae Reportig - Creatig ew reports 147

149 Neolae Selectio type Access to the report ca be limited to a specific cotext or offer space, for istace a delivery, a recipiet, a selectio of recipiets, etc. This access is cofigured i the Selectio type sectio of the Display tab. Sigle selectio: the repot is oly accessible whe a specific etity is selected. Multiple selectio: the report is accessed whe several etities are selected. Global: the report is accessed via the list of available reports i the Reports uiverse. Display sequece The Sequece field lets you eter a umeric value that specifies the display sequece of the report i the list. By default, reports are displayed by relevace: the value etered i this field lets you sort reports from the most (highest value) to the least (smallest value) relevat. You ca select the scale to be used based o your eeds: 1 to 10, 0 to 100, -10 to 10, etc. 148 Neolae 2013

150 Creatig ew reports Display coditios You ca also coditio the display of the report via a query. I the followig example, the report is displayed if the mai campaig chael is . This meas that if the mai chael of the campaig is direct mail, the report wo't be available i the campaig reports. Access authorizatio The report ca be shared with other operators. To make the report accessible, select the Report shared with other operators optio. If this optio is't selected, oly the operator who created the report (or ay operator usig the creator's logi) ca access the report. Neolae v6.1 - Neolae Reportig - Creatig ew reports 149

151 Neolae The report ca also be shared with specific operators or groups of operators added via the authorizatios widow. Defiig the filterig optios The Reports uiverse displays all available reports i the platform ad for which the coected operator has a access right. By default, they are sorted by relevace, but you ca apply other types of filters: alphabetical, by age, etc. You ca also filter the display based o the report category: 150 Neolae 2013

152 Creatig ew reports To defie the category of a report, select it via the Display tab, as show below: You ca eter a ew category here, ad add it to the list of available categories. The matchig eumeratio is updated automatically. Creatig a lik to a report It's possible to make a report accessible via a specific ode of the tree, such as a list, a recipiet, a delivery, etc. To do this, somply create a lik to the cocered report ad specify the etity where you wat to make it available. As a example, we are goig to create a lik to a report to make it accessible via a list of recipiets. 1 Click New ad select Create a lik to a existig report i the report creatio wizard. Neolae v6.1 - Neolae Reportig - Creatig ew reports 151

153 Neolae 2 Select the report you wat to create a lik to usig the drop-dow list. I this example, we're goig to select the domai/ compay report. 3 Eter a label ad select the schema. I this example, we're goig to select the recipiet lists table. This meas that the report will be accessible via ay recipiets list ad that statistics will cocer the recipiets i the selected list. 4 Savig ad displayig your report. 152 Neolae 2013

154 Creatig ew reports 5 Eter the lik key. I this case, the foreig key of the 'Folders' lik. 6 Publish your report. 7 Go to oe of your recipiet lists ad click the Reports lik: the report you have just created is accessible. Neolae v6.1 - Neolae Reportig - Creatig ew reports 153

155 Neolae Preview of the report Before publishig your report, make sure it is displayed correctly i the Preview tab. To display the preview of the report, select the Global or the Selectio optio. These two optios are selected based o the display settigs of the report. If the display settig is Global, you eed to select the Global preview optio. If the display settigs are Sigle selectio or Multiple selectio, the Selectio preview optio must be selected. For more o this, refer to Report display cotext [page 147]. Specific settigs eable you to cotrol errors. The _uuid settig is foud i the URL of the report. You ca add the &_preview or the &_debug settigs to it. To lear more about these settigs, refer to the Stadard settigs sectio of the Web fuctioalities guide. Publishig the report Publishig the report is madatory i order to share them with other operators ad display them i the list of available reports (also refer to Report display cotext [page 147]). This operatio must be carried out agai each time the report is chaged. 1 Ope the publishig wizard by clickig Publish i the toolbar. 154 Neolae 2013

156 Creatig ew reports 2 Click Start to publish. 3 Click the Elarge ico to ope the report i a web browser. Actios o reports Whe you are viewig a report, the toolbar lets you carry out a certai umber of actios. These are detailed below. Neolae v6.1 - Neolae Reportig - Creatig ew reports 155

157 Neolae The toolbar lets you export, prit, archive or display i a web browser for istace. Exportig a report Select the format you wat to export your report ito from the drop-dow list. (.xls,.pdf or.ods) Whe a report cotais several pages, you eed to repeat the operatio for each page. Tip: You ca cofigure your report i view of exportig it i PDF, Excel or OpeOffice format. Ope the Neolae explorer ad select the cocered report. Export optios are accessed via the Page activities of the report, i the Advaced tab. Chage the settigs of Paper ad Margis to suit your eeds. You ca also authorize the exportig of a page i PDF format oly. To do this, ucheck the Exportable i OpeOffice/Excel optio. 156 Neolae 2013

158 Creatig ew reports Exportig ito Excel: Limitatios ad recommedatios For List with group type reports destied to be exported ito Excel, the followig recommedatios ad limitatios apply: These reports must ot cotai ay empty lies. The leged of the list must be hidde. Do ot use specific formattig defied at the cell level. It is preferable to use Form rederig to defie the format of the cells i the table. For more o this, refer to Borders [page 97]. We do ot recommed isertig HTML cotet. If a report cotais several table, chart, etc. type elemets, they will be exported oe uder the other. You ca force the carriage retur i cells: this cofiguratio will be kept i Excel. For more o this, refer to Defiig cell format [page 95]. Neolae v6.1 - Neolae Reportig - Creatig ew reports 157

159 Neolae Pritig a report You ca prit your report: to do this, click the priter ico: this opes a Iteret Explorer widow ad the pritig dialog box. Note: For a better result, edit the Iteret Explorer pritig optios ad select Prit backgroud colors ad images. Creatig report archives Archivig a report lets you create a view of the report at various periods, for istace to show the statistics for a give period of time. To create a archive, ope the cocered report ad click the appropriate ico. 158 Neolae 2013

160 Creatig ew reports To display or hide existig archives, click the show/hide ico. The archive dates are displayed uder the show/hide ico. Click the archive to view it. Whe you are viewig a archive, you ca use the Curret data lik i the archives list to go back to the curret report. It's possible to delete a report archive. To do this, go to the Neolae ode where your reports are stored. Click the Archives tab, select the oe you wat to delete ad click Delete. Neolae v6.1 - Neolae Reportig - Creatig ew reports 159

161 Neolae 160 Neolae v6.1 - Neolae Reportig

162 CHAPTER 5 Explorig the data i the database Table of Cotets Itroductio Overview Termiology User-friedliess Preparig data ad creatig idicators Selectig the work table Defiig dimesios Buildig idicators Creatig a report based o a cube Explorig data usig cubes Explorig the data i a report Buildig a target populatio Isertig a pivot table ito a report Method Data biig Calculatig ad usig aggregates Defiig measures Displayig measures Sharig a report Creatig filters Use case: creatig a report usig aswers to a olie survey Step 1 - Creatig the data collectio ad storage workflow Step 2 - Creatig the cube, its measures ad its idicators Step 3 - Creatig the report ad cofigurig the data layout withi the table Exploratio of data i the database ad defiitio of measures via cube creatio. This fuctioality is offered via the Neolae Marketig Aalytics optio. It eables you to aalyze ad measure data, calculate statistics, simplify ad optimize report creatio ad calculatio. I additio to this, Neolae Marketig Aalytics eables you to create reports ad build target populatios. Oce these are idetified, they are stored i lists that ca be used i Neolae (targetig, segmetatio, etc.). Warig: Neolae Marketig Aalytics is a optioal Neolae module. Check your licese cotract. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 161

163 Neolae Itroductio Overview Thaks to the creatio of cubes, Neolae Marketig Aalytics lets you aalyze ad measure data, calculate statistics, as well as simplify ad optimize the creatio ad computig of reports. Oce they have bee created ad cofigured, cubes are used i report query boxes ad Web applicatios. They ca be used ad maipulated withi pivot tables. You ca exted the database exploratio ad aalysis capacities while makig it easier for fial users to cofigure reports ad tables: all they eed to do is select a existig (fully cofigured) cube whe creatig their report or table to process calculatios, measures ad statistics. Warig: Reports based o cubes may oly be used as a stadard for data volumes uder 5 millio fact lies. Neolae Marketig Aalytics eables you to: 1 Create cubes i view of: aggregatig data ad storig it i a work table to pre-calculate idicators based o user eeds, reducig the volume of data ivolved i the various calculatios used for reports ad queries, thus sigificatly optimizig idicator calculatio times, simplifyig access to data, eablig users to maipulate data (whether it is pre-aggregated or ot) depedig o various dimesios. For more o this, refer to Preparig data ad creatig idicators [page 167]. 2 Create pivot tables i view of: explorig calculated data, cofigured measures, selectig the data to display as well as its display mode, persoalizig the measures ad idicators used, offerig iteractive aalysis tools to users with a o-techical backgroud. For more o this, refer to Explorig data usig cubes [page 176]. 3 Buildig a query usig data calculated ad aggregated i a Cube. 4 Idetifyig populatios ad referecig them i lists. Note: Cubes are used for geeratig certai out-of-the-box reports, icludig delivery reports (delivery trackig, clicks, opes, etc.). Termiology Whe workig with cubes, the followig cocepts must be kow: Cube A cube is a represetatio of multidimesioal iformatio: it provides ed users with structures desiged for iteractive data aalysis. Fact table/schema The facts table (or fact schema) cotais the raw or elemetary data which aalyses will be based o. These are maily large volume tables (possibly with liked tables) with potetially log calculatios. For example, a fact table ca be: the broadlog table, the purchase table, etc. Dimesio Dimesios let you segmet data ito groups: oce they have bee created, the dimesios serve as aalysis axes. I most cases, for a give dimesio, several levels will be defied. For example, for a temporal dimesio, the levels will be moths, days, hours, miutes, etc. This set of levels represets the dimesio hierarchy ad eables various levels of data aalysis. Biig 162 Neolae 2013

164 Explorig the data i the database For some fields, you ca defie biig to group values ad make it easier to read iformatio. Biig is applied to levels We recommed that you defie biig whe there is a possibility of may differet values. Measure The most frequet measures are sum, average, maximum, miimum, stadard deviatio etc. Measures ca be calculated: for istace, the acceptace rate of a offer is the ratio of the umber of times it was preseted compared to the umber of times it was accepted. User-friedliess Cubes are stored i the Admiistratio > Cofiguratio > Cubes ode. The mai cotexts of use for cubes are as follows: Data exports ca be carried out directly i a report, desiged i the Reports uiverse of the Neolae platform. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 163

165 Neolae To do this, create a ew report ad select the cube you wat to use. Cubes appear like templates based o which reports are created. Oce you have chose a template, click Create to cofigure ad view the matchig report. 164 Neolae 2013

166 Explorig the data i the database You ca adapt measures, chage the display mode or cofigure the table, the display the report usig the mai butto. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 165

167 Neolae You ca also referece a cube i the Query box of a report to use its idicators, as show below: 166 Neolae 2013

168 Explorig the data i the database You ca also isert a pivot table based o a cube ito ay page of a report. To do this, referece the cube to be used i the Data tab of the pivot table o the cocered page. For more o this, refer to Explorig the data i a report [page 176]. Preparig data ad creatig idicators To make a cube fuctioal, you eed to idetify the relevat dimesios ad measures ad create them i the cube. To create a Cube, apply the followig steps: 1 Select the work table. Refer to Selectig the work table [page 168]. 2 Defie dimesios. Refer to Defiig dimesios [page 169]. 3 Defie measures. Refer to Buildig idicators [page 173]. 4 Create aggregates (optioal). Refer to Calculatig ad usig aggregates [page 193]. This example shows you how to quickly create a simple cube i a report to export its measures. The implemetatio steps are detailed below. Exhaustive optios ad descriptios are available i the other sectios of this chapter. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 167

169 Neolae Selectig the work table To create a cube, click the New butto above the list of cubes. Select the fact schema, i.e. the schema which cotais the elemets you wat to explore. I this example, we are goig to select the Recipiet table. Click Save to create the Cube: it will appear o the list of Cubes ad may the be cofigured usig the appropriate tabs. 168 Neolae 2013

170 Explorig the data i the database Note: Click the Edit the filter o the data of the source... lik to apply the calculatios of this Cube to a select of data i the database. Defiig dimesios Dimesios coicide with aalysis axes defied for each Cube based o their related fact schema. These are the dimesios explored i the aalysis, such as time (year, moth, date...), a classificatio of products or cotracts (family, referece, etc.), a populatio segmet (by city, age group, status, etc.). These aalysis axes are defied i the Dimesio tab of the Cube. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 169

171 Neolae Click the Add butto to create a ew dimesio, the i the Expressio field, click the Edit expressio ico to select the field that cotais the cocered data. Start by selectig the recipiet Age. For this field, you ca defie biig to group ages ad make iformatio readig easier. We recommed usig biig whe there is a likelihood of several separate values. To do this, check the Eable biig optio. 170 Neolae 2013

172 Explorig the data i the database Note: Biig modes are detailed i Data biig [page 189]. Add a Date type dimesio. Here, we wat to display recipiet profile creatio dates To do this, click Add ad select the Creatio date field i the recipiet table. It's possible to select the date display mode. To do this, select the hierarchy to use ad the levels to geerate: I our example, we oly wat to display years, moths ad days Neolae v6.1 - Neolae Reportig - Explorig the data i the database 171

173 Neolae Note: It's ot possible to work with weeks ad semesters/moths at the same time: these levels are't compatible. Create aother dimesio to aalyze data relative to the recipiet's city To do this, add a ew dimesio ad select the city i the Locatio ode of the recipiet schema You ca eable biig to make iformatio readig easier ad lik the values to a eumeratio. 172 Neolae 2013

174 Explorig the data i the database Select the eumeratio from the drop-dow list Oly the values i the eumeratio will be displayed. The others will be grouped uder the label defied i the Label of the other values field. Note: For more o this, refer to Dyamically maagig bis [page 192]. Buildig idicators Oce the dimesio are defied, you eed to specify a calculatio mode for the values to be displayed i the cells. To do this, create the matchig idicators i the Measures tab: create as may measures as there are colums to display i the report which will use the cube. To do this, apply the followig steps: 1 Click the Add butto. 2 Select the type of measure ad the formula to apply. Here we wat to cout the umber of wome amog the recipiets. Our measure is based o the fact schema ad uses the Cout operator. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 173

175 Neolae The Filter the measure data... lik lets you select oly wome. Note: For more o defiig measures ad the available optios, refer to Defiig measures [page 196]. 3 Eter the label of the measure ad save it. 4 Save the cube. Creatig a report based o a cube Oce the cube is cofigured, it ca be used as a template for creatig a ew report. To do this: 174 Neolae 2013

176 Explorig the data i the database 1 Click the Create butto of the Reports uiverse ad select the cube you have just created. 2 Click the Create butto to cofirm: this will take you to the report cofiguratio ad viewig page. By default, the first two available dimesios are offered i lies ad colums but o value is displayed i the table. To geerate the table, click the mai ico: 3 You ca switch the axes of the dimesio, delete them, add ew measures, etc. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 175

177 Neolae To do this, use the appropriate icos. Note: Possible operatios are detailed here: Explorig data usig cubes [page 176] Explorig data usig cubes Neolae Marketig Aalytics makes it easier to create reports ad idetify ad select data from the database via cubes. This eables you to: Create reports based o cubes. The process is detailed here: Explorig the data i a report [page 176]. Collect the data i the database ad group it ito lists, for istace to idetify ad build targets ad deliveries. For more o this, refer to Buildig a target populatio [page 184]. Isert a pivot table ito a report, referece a existig cube i it. For more o this, refer to Isertig a pivot table ito a report [page 187] Explorig the data i a report Step 1 - Creatig a report based o a cube To create a report based o a cube, click the Create butto i the Reports uiverse ad select the cube you wat to use. The process is detailed here: Creatig a report based o a cube [page 174]. Step 2 - Selectig lies ad colums The default display shows the first two dimesios of the cube (age ad city, i this case). 176 Neolae 2013

178 Explorig the data i the database The Add buttos o each axis eable you to add dimesios. 1 Select the dimesios you wat to display i the lies ad colums of the table. To do this, drag ad drop the available dimesios as show below: 2 Select the dimesios that you wat to add to the table from the list: Neolae v6.1 - Neolae Reportig - Explorig the data i the database 177

179 Neolae 3 The select the parameters of this dimesio. The parameters deped o the data type of the selected dimesio. For istace, for dates, several levels ca be available. The followig optios are offered i this case: You ca either: Expad data durig loadig: the values will be displayed by default each time the report is updated (default value: o). Display the total at the ed of the lie: whe the data is displayed i colums, a additioal optio lets you display the total at the ed of the lie: a colum is added to the table (default value: yes). Apply a sort: the values of the colum ca be sorted accordig to value, label, or based o a measure (default value: by value). Display the values i ascedig (a-z, 0-9) or descedig (z-a, 9-0) order. 178 Neolae 2013

180 Explorig the data i the database Chage the umber of colums to be displayed upo loadig (by default: 200). Note: For more o this, refer to Displayig measures [page 198]. 4 Click Ok to cofirm: the dimesio is added to the existig dimesios. Note: The yellow baer above the table shows that you have made chages: click the Save butto to save them. Step 3 - Cofigurig the measures to display Oce the lies ad colums are i place, idicate the measures you wat to display as well as their display mode. By default, oly oe measure is displayed. To add or cofigure measures: Neolae v6.1 - Neolae Reportig - Explorig the data i the database 179

181 Neolae 1 Click the Measures butto. 180 Neolae 2013

182 Explorig the data i the database 2 The Use a measure butto eables you to select oe of the existig measures. Select the iformatio you wat to display ad the type of formattig. The list of optios depeds o the type of measure which has bee cofigured. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 181

183 Neolae Overall measure cofiguratio is also available via the Edit the cofiguratio of the pivot table ico i the header. You ca the choose whether or ot to display measure labels. Note: For more o this, refer to Cofigurig the display [page 199]. 182 Neolae 2013

184 Explorig the data i the database 3 It's possible to build ew measures usig existig oes. To do this, click Create a measure ad cofigure it. The followig types of measures are available: Combiatio of measures: this type of measure eables you to build the ew measure usig existig oes: The available operators are: sum, differece, multiplicatio ad rate. Proportio: this type of measure eables you to calculate the umber of records measured for a give dimesio. You ca calculate the proportioality based o a dimesio or sub-dimesio. Variatio: this measure lets you calculate the variatio i values of a level. Stadard deviatio: this type of measure lets you calculate deviatios withi each group of cells compared to the average of the values. For istace, you could compare sales volume for all existig segmets. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 183

185 Neolae The created measure is added to the report. Note: Oce you have created a measure, you ca edit it ad, if ecessary, chage its cofiguratio. To do this, click the Measures butto, the go to the tab of the measure you wat to edit. The click Edit the dyamic measure to access the settigs meu. Buildig a target populatio Reports build usig cubes eable you to collect data from the table ad save it i a list. To do this, add them to a cart ad process its cotet. To group a populatio ito a list, apply the followig steps: 1 Click the cells that cotai the populatio to be collected to select them, the click the Add to cart ico. To this as may times as ecessary to collect various profiles 184 Neolae 2013

186 Explorig the data i the database 2 Click the Show cart butto to view its cotet before ruig the export. 3 The Export butto lets you group the items i the cart ito a list. You eed to specify the ame of the list ad the type of export to carry out. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 185

187 Neolae Click Start to ru the export. 4 Oce the export is complete, a message cofirms its executio ad the umber of records that have bee processed. You ca either save the cotet of the cart or empty it. 186 Neolae 2013

188 Explorig the data i the database The relevat list is accessed via the Profiles ad targets uiverse. Isertig a pivot table ito a report To create a table ad explore the data i a cube, apply the followig steps: Neolae v6.1 - Neolae Reportig - Explorig the data i the database 187

189 Neolae 1 Create a ew report with a sigle page ad isert a pivot table ito it. Note: For more o this, refer to Creatig ew reports [page 69]. 188 Neolae 2013

190 Explorig the data i the database 2 I the Data tab of the page, select a cube to process the dimesios it cotais ad display calculated measures. This lets you build the report to be displayed. For more o this, refer to Step 2 - Selectig lies ad colums [page 176]. Method Data biig Biig eables you to simplify data display by groupig values accordig to criteria. Depedig o the iformatio available to you, you ca defie age groups, group domais together, restrict to a value eumeratio, explicitly restrict the data to display ad group all other data i a dedicated lie or colum, etc. Overall, three types of biig are available: 1 Usig maually defied value rages. For istace age, average shoppig cart, umber of deliveries opeed, etc.). For more o this, refer to Defie each bi [page 190]. 2 Dyamically, depedig o the values of a eumeratio: oly display the values cotaied i the eumeratio, all other values are grouped i 'Others'. For more o this, refer to Dyamically maagig bis [page 192]. 3 Usig value rages, all others beig grouped together. For istace, 18 to 25 year-olds, 26 to 59 year-olds, ad the others. For more o this, refer to Creatig value rages [page 192]. To eable biig, check the appropriate box whe creatig the dimesio. You ca either create bis maually or lik them to a existig eumeratio. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 189

191 Neolae Neolae also provides a assistat for automatic biig: values ca be broke dow ito N groups, or grouped accordig to the most frequet values i the database. Defie each bi To create each bi idividually, select the Defie each bi optio ad use the table to create the various bis. Click the Add butto to create a ew bi ad list the values which will be grouped ito the bi. 190 Neolae 2013

192 Explorig the data i the database I the followig example, laguages are grouped ito three categories: Eglish/Germa/Dutch, Frech/Italia/Spaish, ad Others. Note: You ca use a SQL mask to combie several values ito a filter. To do this, check Yes i the Use a SQL mask colum ad eter the SQL filter to be applied i the Value or expressio colum. I the example below, all domais that start with yahoo (yahoo.fr, yahoo.com, yahoo.be, etc), or with ymail (ymail.com, ymail.eu, etc.) will be grouped uder the label YAHOO!, as well as addresses with the rocketmail.com domai. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 191

193 Neolae Dyamically maagig bis Values ca be maaged dyamically via eumeratios. This meas that oly the values cotaied i the eumeratio will be displayed. Whe the eumeratio values chage, the cotet of the Cube is adapted automatically. To create this type of value biig, apply the followig steps: 1 Create a ew dimesio ad eable biig. 2 Select the Dyamically lik the values to a eumeratio optio ad select the matchig eumeratio. Wheever the eumeratio values are updated, the matchig bis are adapted automatically. Creatig value rages You ca group the values ito rages based o a desired iterval. To defie rages maually, click the Add butto ad select Defie a rage: The specify the lower ad upper limits ad click Ok to cofirm. 192 Neolae 2013

194 Explorig the data i the database Geeratig bis automatically It's also possible to geerate bis automatically. To do this, click the Geerate bis... lik. You ca either: Recover the most frequetly used values I the followig example, the 4 most frequetly used values will be displayed, while the others will be couted ad grouped i the 'Others' category. Geerate bis i the form of slots I the followig example, Neolae automatically creates 4 same-sized value slots to display the values i the database. Warig: I this case, the filter selected i the fact schema is igored. Calculatig ad usig aggregates The largest data volumes ca be calculated i aggregates. Aggregates are useful whe maipulatig large volumes of data. They are updated automatically based o settigs defied i the dedicated workflow box, to itegrate the data collect most recetly ito the idicators Neolae v6.1 - Neolae Reportig - Explorig the data i the database 193

195 Neolae Aggregates are defied i the relevat tab of each cube. Note: The workflow for updatig aggregate calculatios ca be cofigured i the aggregate itself, or the aggregate ca be updated via a exteral workflow liked to the relevat cube. To create a ew aggregate, apply the followig steps: 1 Click the Aggregates tab of the cube, the click the Add butto. 194 Neolae 2013

196 Explorig the data i the database 2 Eter a label for the aggregate, the add the dimesios to be calculated. 3 Select a dimesio ad a level. Repeat this process for each dimesio ad each level. 4 Click the Workflow tab to create the aggregatio workflow. The Scheduler activity lets you defie the frequecy of calculatio updates. Note: The scheduler is detailed i the Neolae Workflows guide. The Aggregate update activity lets you select the update mode which you wat to apply: full or partial. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 195

197 Neolae By default, a full update is carried out durig each calculatio. To eable a partial update, select the relevat optio ad defie the update coditios. Defiig measures The types of measures are defied i the Measures tab of the cube. You ca calculate sums, averages, deviatios, etc. You ca create as may measures as ecessary: the select the measure that you wat to show or hide i the table. For more o this, refer to Displayig measures [page 198]. To defie a ew measure, apply the followig steps: 196 Neolae 2013

198 Explorig the data i the database 1 Click the Add butto above the list of measures ad select the type of measure ad the formula to be calculated. 2 If ecessary, ad depedig o the operator, choose the expressio which the operatio cocers. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 197

199 Neolae Note: The Advaced selectio butto lets you create complex calculatio formulas. For more o this, refer to the Neolae platform guide. 3 The Filter the measure data... lik lets you restrict the calculatio field ad oly apply it to specific data i the database. 4 Eter the label of the measure ad add a descriptio, the click Fiish to create it. Displayig measures You ca cofigure the display of measures i the table depedig o your eeds: the display sequece of measures (refer to Display sequece [page 198]), the iformatio to show/hide i the report (refer to Cofigurig the display [page 199]) which measures to display: percetage, total, umber of decimals, etc. (refer to Chagig the type of measure displayed [page 201]). Display sequece The measures calculated i the cube are cofigured via the Measures butto. 198 Neolae 2013

200 Explorig the data i the database Move the lies aroud to chage the display sequece. I the followig example, Frech data is moved to the bottom of the list: this meas it will be displayed i the last colum. Cofigurig the display The cofiguratio of measures, lies ad colums ca be carried out idividually for each measure or overall. A specific ico lets you access the display mode selectio widow. Click the Edit the cofiguratio of the pivot table ico to access the cofiguratio widow. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 199

201 Neolae You ca choose whether or ot to display the labels of measures as well as cofigure their layout (lies or colums) The color optios let you highlight importat values for easy readig. 200 Neolae 2013

202 Explorig the data i the database Chagig the type of measure displayed Withi each measure, you ca defie the uit ad formattig to be applied. Sharig a report Oce the report is cofigured, you ca save it ad share it with other operators. To do this, click the Show the report properties ico ad eable the Share this report optio. Specify the category which the report belogs to as well as its relevace. For more o this, refer to Display sequece [page 148] ad Defiig the filterig optios [page 150]. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 201

203 Neolae To cofirm these chages, you eed to save the report. Creatig filters It is possible to create filters for viewig a sectio of the data. To do this: 1 Click the Add a filter ico. 202 Neolae 2013

204 Explorig the data i the database 2 Select the dimesio which the filter cocers 3 Select the type of filter ad its level of precisio. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 203

205 Neolae 4 Oce it is created, the filter is displayed above the report. Click the filter to edit it. Click the cross to delete it. You ca combie as may filters as ecessary: they will all be show i this area. Each time a filter is modified (add, remover, alter), the report has to be recalculated. Filters ca also be created based o a selectio. To do this, select your source cells, lies ad colums, the click the Add a filter ico. Note: To select a lie, colum or cell, left-click o it. To deselect, click agai. 204 Neolae 2013

206 Explorig the data i the database The filter is applied automatically ad added to the filter zoe above the report. Use case: creatig a report usig aswers to a olie survey Aswers to Neolae surveys ca be collected ad aalyzed usig dedicated reports. I the followig example, we wat to collect aswers to a olie survey ad display them i a pivot table Apply the followig steps: 1 Creatig a workflow to recover aswers to the survey ad store them i a list. 2 Creatig a cube usig the data i the list. 3 Creatig a report with the pivot table ad viewig the breakdow of aswers. Before startig o this use case, you eed to have access to a survey ad a set of aswers that you ca aalyze. Note: This use case may oly be implemeted if you have acquired the Neolae Survey Maager optio. Please check your licese agreemet. Step 1 - Creatig the data collectio ad storage workflow To collect the aswers to the survey, apply the followig steps: 1 Create a workflow ad place a Aswers to a survey activity. Note: For more o usig this activity, refer to the Web fuctioalities guide. 2 Edit the activity ad select the survey whose aswers you wat to aalyze. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 205

207 Neolae 3 Eable the Select all the aswer data optio to collect all the iformatio. 4 Select the colums to extract. I this case, select: all archived fields. These are the fields that cotai the aswers. 5 Oce the aswer collectio box is cofigured, positio a List update type activity to save the data. 206 Neolae 2013

208 Explorig the data i the database I this activity, specify the list to be updated ad u-check the Purge the list if it exists optio: aswers are added to the existig table. This optio will eable you to referece the list i a cube. The schema liked to the list will ot be re-geerated for each update, which guaratees the itegrity of the cube that uses this list. 6 Start the workflow to cofirm its cofiguratio. The specified list is created ad icludes the schema of the aswers to the survey. 7 Add a scheduler to automate the daily collectio of aswers ad the list update. Note: The List update ad Scheduler activities are detailed i the Workflows guide. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 207

209 Neolae Step 2 - Creatig the cube, its measures ad its idicators You may the create the cube ad cofigure its measures: they will be used to create the idicators that will be show i the report. Note: For more o creatig ad cofigurig cubes, refer to Explorig the data i the database [page 161]. I this example, the cube is based o the data i the list fed by the workflow created previously. Defie the dimesios ad the measures to be displayed i the report. Here, we wat to display the cotract date ad the coutry of the respodet. The Preview tab lets you cotrol the rederig of the report. 208 Neolae 2013

210 Step 3 - Creatig the report ad cofigurig the data layout withi the table You may the create a report based o this cube ad process the data ad iformatio. Explorig the data i the database Adapt the iformatio to display based o your eeds. Neolae v6.1 - Neolae Reportig - Explorig the data i the database 209

211 Neolae 210 Neolae v6.1 - Neolae Reportig

212 CHAPTER 6 Predictive Marketig fuctios Table of Cotets Overview Istallig ad cofigurig the specialized egie Weka KXEN Cofigurig ad usig a predictive model Create the template Select the modelig data ad start the traiig Cofigurig data modelig Explore results Overview Predictive marketig eables you to study the behavior ad characteristics of people or busiesses ad to geerate predictive templates to optimize your relatioship with customers. I Neolae, the predictive marketig fuctioality is offered i the Neolae Marketig Aalytics optioal module: this lets you therefore create templates about the probability of purchases from campaigs ad their profitability after havig aalyzed prospect ad cliet behavior Warig: Neolae Marketig Aalytics is a optioal Neolae module. Check your licese cotract. For more iformatio o usig the predictive template i a targetig workflow, refer to the Workflows guide. Istallig ad cofigurig the specialized egie Neolae offers itegratio with two specialized egies: Weka ad KXEN. I order for Neolae to be able to commuicate with the egie, you must apply the istallatio procedure below. Weka 1 Dowload the latest versio of Weka from ad istall it o your machie. Neolae v6.1 - Neolae Reportig - Predictive Marketig fuctios 211

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