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Youcannowusethelinkingdimensiontoapplyamaster/detailformat
inthereport.
Deletingthelinkbetweendataproviders
Todeletethelinkbetweendataproviders,youdeletethelinkofthecommon
dimensionthatlinksthedataproviders.Youwoulddeletethelinkbetween
dataproviderstouseallthevariablesinasingledataprovidertobuildan
independentquery.
Todeletethelinkbetweendataproviders
1. ClickViewDataontheDatamenu.
TheDataManagerappears.
2. IntheDataProvidersbox,clickthedimensionthatactsasthelink.
ClicktheDefinitiontab,thenclickUnlink.
3. ClickOKtoclosetheDataManager.
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CombiningDatafromDifferentSources
Linkingdataproviders
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Linkingdataproviders
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Managing Data Providers
6
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Overview
InwhatwayscanyoumanagequeriesandotherdataprovidersinDesktop
Intelligencedocuments?Thischapteranswersthatquestionbydescribing
howto:
• renamedataproviders
• getstatisticssuchasthedateandtimeadataproviderwaslastrefreshed,
andhowmanyrowsofdatawerereturned
• emptydataprovidersoftheirdata(called),anddeletedataprovidersyou
nolongerneed
Note:
DataprovideristheDesktopIntelligencegenerictermforalltypesofqueries:
queriesonuniverses,free-handSQL,storedprocedures,VBAprocedures
orXMLfiles.
Renaming data providers
DesktopIntelligenceassignsanametoalldataproviders.Herearesome
examples:
Description
Dataprovidername
ThefirstquerybuiltontheeFashion
universeinthecurrentdocument.
Query1oneFashion
Storedprocedurerunonadatabase
accountcalledStock.
PS1onStock
Afree-handSQLscriptrunona
databaseconnectionnamedSales.
SQL1withSales
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Overview
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Description
Dataprovidername
Personaldatacomingfroma
spreadsheetstoredinMyDocu-
ments.
PD1inC:\MyDocuments\Fore-
cast.xls
ThefirstVBAdataproviderbuiltin
thecurrentdocument,whereThisDoc-
umentAppisthenameoftheVBA
macroitself.
VBA1withThisDocumentApp
Whyrenamedataproviders?
RenamingdataprovidersisbynomeansrequiredinDesktopIntelligence.
Youcanworkwiththesoftwarewithouteverthinkingaboutthesenames.
However,dataprovidernamesappearinseveralplacesinDesktop
Intelligence,forexampleintheReportManager.
Hereareafewcaseswhereyoumightwanttorenamedataproviders.
Documentswithdatafromdifferentsources
Indocumentscontainingtwoormoredataproviders,thenamesofvariables
mayalsocontainthenameofthedataproviderthattheybelongto.For
example,Year(Query2oneFashion)istheYeardimensionfromthesecond
querybuiltontheeFashionuniverse.
Thisadditionalinformationonlyappearsifthedataprovidersinthedocument
containvariableswiththesamename.Insuchcases,tohelpyoudistinguish
betweenvariableswiththesamename,whichinfactcomefromdifferent
datasources,DesktopIntelligenceautomaticallyinsertsthefullvariable
nameforexampleYear(Query2oneFashion)incolumnheadingsinthe
report.
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ManagingDataProviders
Renamingdataproviders
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Selectingthedataprovideryouwanttoedit
Editingadataproviderinadocumentwithmultipledataprovidersalsocauses
eachdataprovider'snametoappear.WhenyouselecttheEditDataProvider
commandontheDatamenu,youarepromptedtoselectonedataprovider
inthefollowingdialogbox.
Givingdataprovidersmoremeaningfulnamescanhelpyouknowrightaway
whichoneyouwant.
Torenamedataproviders
YourenamedataprovidersintheDataManager.
1. Openthedocumentcontainingthequeryyouwanttorename.
2. ClickViewDataontheDatamenu.
TheDataManagerappears.
3. Clicktheiconofthedataprovideryouwanttorename
4. ClicktheDefinitiontab.
5. TypethenewnameintheNamebox.
6. ClickOK.
Getting statistics on data providers
DesktopIntelligenceallowsyoutofindoutusefulinformationondata
providers,suchaswhenaquerywaslastrefreshed,howmanyrowsofdata
apersonaldatafilereturned,andhowlongittooktorefreshafree-handSQL
script.
Togetstatisticsondataproviders
1. Openthedocumentcontainingthedataprovider.
2. ClickViewDataontheDatamenu.
TheDataManagerappears.
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Gettingstatisticsondataproviders
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3. Clicktheiconofthequeryyouwanttofindoutabout.
4. clicktheDefinitiontab.
Theinformationappearsinthebottomrightcornerofthedialogbox.
Purging and deleting data providers
What'sthedifferencebetweenpurginganddeletingadataprovider?Purging
meansemptyingadataproviderofitsresults,deletingmeansgettingridof
thedataproviderforgood—anactionthatcannotbeundone.
Whypurgeordeleteadataprovider?Purgingreducesthesizeofadocument,
soisusefulwhenyouwanttosendthedocumenttootherusers,orsaveit
onyourharddrive,forexample.Youshouldonlydeleteadataprovider,
however,ifyouarecertainthatyouandotherusersnolongerneedit.
Topurgeordeleteadataprovider
1. Openthedocumentcontainingthedataprovider.
2. ClickViewDataontheDatamenu.
TheDataManagerappears.
3. Clicktheiconofthequeryyouwanttopurgeordelete.
4. ClickPurge/Delete.
5. ClickYesintheconfirmationboxthatappears
6. ClickOKtoclosetheDataManager.
Tip:YoucanpopulateapurgeddataproviderbyclickingRefreshDataon
theDatamenu.Notethatthiscommandrefreshesallthedataprovidersin
theactivedocument.
Using data providers efficiently
Ifyouhavemultiplereportsonseparatereporttabsandthesereportsdraw
theirdatafromthesamesource,youdonotneedtocreateaseparatedata
providerforeachreport.Insteadyoucreatea"base"dataproviderthat
containsthedatausedbyallthereports.Thisapproachisbetterbecause
DesktopIntelligenceperformsonedataretrievalforeachdataprovider;itis
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ManagingDataProviders
Purginganddeletingdataproviders
moreefficienttoretrievedataonceandshareitamongreportsthantoretrieve
thesamedataseveraltimes.
Reportsshowingrevenuebycountryandresort,
revenuebycountry
InthisexampletheRevenueandCountryobjectsarecommontobothreports.
Insteadofcreatingadataproviderforeachreportyoucreateadataprovider
containingtheRevenue,Country,andResortobjectsandusetheseobjects
inbothreports.
Example:Tocreateadataproviderusingcertainobjects
1. Createareportshowingrevenuebycountryandresortbydraggingthe
Country,ResortandRevenueobjectsintothereport.(See"Buildinga
basicqueryonauniverseforanexplanationofhowtobuildareporton
auniverse.)
2. AddanadditionalreporttabbyclickingReportontheInsertMenu.
3. DragtheCountryandRevenueobjectstothenewreporttabtocreate
therevenuebycountryreport.
Whenyourunthisreport,DesktopIntelligenceretrievesthedataonceand
sharesitbetweenthetworeports,ratherthanretrievingthedatatwice.
Note:YoucanusetheQueryPaneltomodifyadataproviderbyclicking
EditontheDatamenu.Dothisratherthancreateanewdataproviderifyou
wishtoaddanewreporttoanewtabandthenewreportusesthesameor
similardatatoyourexistingreport(s).
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Usingdataprovidersefficiently
Introduction to Data
Analysis
7
Overview
WithDesktopIntelligence,youanalyzedatabylookingatitondifferentlevels
ofdetailandfromdifferentviewpoints.Throughyouranalysis,yougainnew
informationandtherebyanswerquestions.
YouneedgonofurtherthantheDesktopIntelligenceinterfacetoaddress
allyourmultidimensionalanalysisneeds:
• DesktopIntelligenceon-reportanalysisallowsyoutoworkdirectlyon
yourdatainyourreportusingdraganddropandorwithsimplemouse
clicks.
• Explorer,anoptionalcomponentinDesktopIntelligence,enablesyouto
carryoutmultidimensionalanalysisinDrillmode.
• DesktopIntelligenceSliceandDicemodeallowsyoutoorganizedata
foranalysisinthesliceanddicepanel.
On-report analysis
ThispartoftheUser'sGuidedescribeshowDesktopIntelligenceon-report
analysisallowsyoutoanalyzeyourdatadirectlyonyourreportusingeasy
mouseclicksanddraganddroporwithasimplemouseclick.
Youcandraganddropdataonyourreporttogetadifferentviewpointfor
youranalysis.YoucanadddatafromtheReportManagertocreatetables
andsections.Youcanreplace,swapandre-organizedataonthereport.
DesktopIntelligenceredoesthecalculationsinyourreportimmediatelyso
thatyoucanseeatoncehowdifferentcombinationsoffactorsaffectyour
performance.
Dynamicon-reportgroupingallowsyoutocreategroupsforcomparative
analysisandyoucanquicklyinsertcommonbusinesscalculationsoreasily
createyourownformulasandvariablesforanalysis.
Youcansort,filterandrankyourdatausingasimplemouseclicktofocus
youranalysisonasliceofdata.
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IntroductiontoDataAnalysis
7
Overview
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