Advanced Reporting and Analytics Flashcards

1
Q

Matrix reports are suitable for (4)

A

Aggregating and Summarizing numeric data

Modifying rows and columns at runtime for a different view

Drilling into summaries and details

Taking actions on insights

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2
Q

What is the main construct of a matrix report? (3)

A

Grouping: grouping instances of the PBO to define the initial summary. defining rows/columns

Summarizing: define aggregations for each group

Drilling: drilling into each group for further analysis

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3
Q

____ and ____ groupings are the starting summary matrix for the report.

A

Rows and columns

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4
Q

Are column groupings optional?

A

Yes

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5
Q

What is the default summarization type for a Matrix report?

A

Count

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6
Q

What are the 8 summarization types for a matrix report?

A
  1. Count
  2. Count distinct
  3. Sum
  4. Average
  5. Percentile
  6. Minimum
  7. Maximum
  8. Calculation (create your own arithmetic calc)
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7
Q

What are the maximum output for rows and columns? What happens if the data is over the threshold?

A

Rows: 250
columns: 20

Data over the max goes to a column called other

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8
Q

What are the 3 types of percent of totals for a matrix report in the summarization fields? Where do you select these types?

A

The 3 types are: Percent of row total (only available if column total is used), Percent of column total and overall total. This is done in the option column

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9
Q

What must be configured in order for a percent row total to be defined?

A

Sort the data

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10
Q

Which feature allows you to control the orders and values of grouping in the report output?

A

Field value group

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11
Q

Can analytic indicators be created to appear for a field on a Business Object?

A

Yes.

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12
Q

Can an analytic indicator be report specific?

A

Yes

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13
Q

What are the types of analytic indicators available?(6)

A
  1. flag
  2. trend arrow
  3. progress bar
  4. check mark/x
  5. status: green, yellow, red or 5 stars
  6. nBox
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14
Q

What are the steps to create a system wide analytic indicator?

A

run created analytic indicator task and follow the steps.

or use edit analytic indicator and adjust or copy.

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15
Q

How to create a report specific analytic indicator?

A

from the options column create>create analytic indicator.

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16
Q

Where can you configure Top N Values for charts in a report?

A

Chart options>Top N values

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17
Q

What are target lines for charts?

A

The highlight the deviations from the target.

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18
Q

What types of charts are the target lines used with?

A

Bar, column or cluster/stacked charts

19
Q

What are the 2 types of targets and describe?

A

single target: used when target value is the same for each value on the horizontal axis

multi target: used when target value is the different for each value on the axis

20
Q

Axis scales adjusts what?

A

Allows for scaling both axis when it a numeric value

set a fixed length for min, max and increment values

not available in advance reports

21
Q

Can complex conditional rules be used to create an analytic indicator that meets your business needs?

A

No

22
Q

Which chart type dynamically filters values on the horizontal axis to only include the highest value on the chart?

A

Top N Value

23
Q

which chart types might be applicable when comparing parts of a whole?

A

donut, stacked column/bar, 100% bar/column

24
Q

How to enable a report as a worklet?

A

Go to the output tab:
worklet options area and configure the following;

Enable as a worklet
Available on: select where
maximum number of rows: default is 10. max 100
maximize report options:
refresh data:
Worklet Icon
options: hiding the table border or column headings

25
Q

What makes a worklet good for use on a dashboard?

A

It must be able to load in 30 seconds or less. Performance is affected by prompts, space (more than 100 rows) and performance (

26
Q

how to determine security access on a dashboard?

A

run the report view security for securable items
enter name of dashboard or landing page
find the landing page or dashboard and view security
view permitted security groups
Add security groups to the domain security policy

27
Q

What items should you consider when enabling a custom report as a worklet?

A

Space (100 rows), performance (30 sec), prompts defaults

28
Q

If a custom report has been made available as a worklet and made available as a dashboard, why might a user not be able to add the worklet to the dashboard using maintain dashboard task?

A

The report was not shared

29
Q

In what case are optional worklets not allowed?

A

When using data with a prompt set

30
Q

What does a report group allow the user to do?

A

Group multiple reports to execute at once.

31
Q

What must be done in order to add a report to a group?

A

The enable Save Parameters must be on and there must be at least one saved filter.

32
Q

Can each report in a group be sent to an excel template with each report on a separate tab?

A

Yes

33
Q

Can report group output files be shared with others?

A

Yes, by setting this up on the share output tab.

34
Q

What does sharing a report group do?

A

It allows users to view the report definitions and schedule the report group.

35
Q

When would you use bursting reports?

A

When you want to send multiple versions of a singular report.

36
Q

When configuring report groups for bursting reports what value type must you define?

A

Prompt field: ie company
Value Type: Bursting set
Field: ie. active companies or use a calculated field to bring back instances of an organization ie Cost Center

37
Q

Can you burst a report by securing entity?

A

Yes

38
Q

Can worklets be added to a step in the business process?

A

No

39
Q

What are some of the elements to configure within an alert?

A

recipient, tasks, subject, body, filter criteria/prompts, and schedule

40
Q

What is used to map the report output to excel worksheet?

A

The worksheet name in the maintain excel template task in the report group

41
Q

What are the characteristics of a nbox report?

A

similar to matrix: count, group and drill
groupings mapped across vertical and horizontal boxes
boxes can be labeled with help text

42
Q

Do nBox reports require indexed data sources?

A

Yes

43
Q

Which type of report would you use if you wanted to search candidates based on certain filters?

A

Search

44
Q

Which report types require a indexed data source?

A

search and nBox