Using the Analyzer
Introduction to the Analyzer
This chapter introduces the Analyzer. It discusses the following topics:
The Analyzer enables you to create pivot tables, which display aggregated data. Each pivot table is based upon a subject area or a cube. (In the Analyzer, the terms subject area
are equivalent to each other; this book uses the term subject area
.) When you access the Analyzer, you must choose the subject area to work with. The Analyzer then displays the elements defined in that subject area, which you drag and drop to create pivot tables.
are central to InterSystems Business Intelligence; they select and aggregate data. The following figure shows an example pivot table that shows the number of patients and the average allergy count per patient, grouped by age and gender.
is used to group the source data. A level has members
. Each member, in turn, corresponds to a specific set of records in the source data. For example, the Age Group
level has the members 0-29
, and 60+
. The Gender
level has the members Female
is a value displayed in the body of the pivot table; it is based on values in the source data. For a given context, a measure aggregates the values for all applicable source records and represents them with a single value. For example, the measure Patient Count
is the number of patients, and the measure Avg Allergy Count
is the average number of allergies per patient.
The preceding example shows a preview of a pivot table within the Analyzer, which provides a large set of tools for modifying the pivot table, exporting to Microsoft Excel, toggling to a chart format, and so on.
Depending on your security, you may be prompted to log in with an InterSystems IRIS™ username and password.
Switch to the appropriate namespace as follows:
Click the name of the subject area.
Or, you can access the Analyzer from the InterSystems User Portal, as follows:
Click the <
button at the left side of the User Portal, click Add
, and then click Add Pivot
Click the name of a pivot table in the User Portal. This opens that pivot table in edit mode, within the Analyzer.
Accessing the Mini Analyzer
To access the Mini Analyzer, you must first display a suitable dashboard. Not all dashboards provide access to the Mini Analyzer.
If a dashboard displays the Mini Analyzer button
in a widget, click that button, and the system then opens the current pivot table in the Mini Analyzer.
The Mini Analyzer includes only the options that let you make local changes to the pivot table as displayed in this widget. The changes do not affect other widgets, other dashboards, or other users.
Orientation to the Analyzer and Mini Analyzer
This section provides an orientation to the areas of the Analyzer and Mini Analyzer. First, consider the upper part of the Analyzer page (which is not included in the Mini Analyzer):
The key options here are as follows:
This drop-down menu provides options to open and save pivot tables.
This link accesses the User Portal.
This link accesses other Analytics tools.
This link redisplays the Analyzer. This is useful if there have been changes to the definition of the subject area.
This link (next to the namespace name) lets you switch to another InterSystems IRIS namespace.
These buttons switch the pivot table display to a chart format or to a table-and-chart format.
This button lets you create a new pivot table.
, and Save As
These buttons let you open and save pivot tables.
This button lets you delete the current pivot table.
This check box lets you control whether the system automatically executes the pivot table.
The title below Menu
displays the name of the currently selected subject area (which is HoleFoods Sales
in this case) or the pivot table that you currently editing, if any.
Both the Analyzer and the Mini Analyzer include the Model Contents
pane on the left. This area lists the contents of the subject area that you are currently viewing:
This area lists the contents of the subject area that you are currently viewing. The next chapter discusses this area
in more detail.
During development, you may find it necessary to reload the model, if you have made changes in the Architect or Studio. To reload the model, click the Refresh button
in this area. Note that this button does not rerun the pivot table; it affects only the model as shown in this area.
You can resize this area. To do so, drag the vertical divider on the right edge of this area.
To the right of the Model Contents pane, both the Analyzer and the Mini Analyzer include the Pivot Builder
area, where you define a pivot table:
You can resize this area. To do so, drag the horizontal divider on the bottom edge of this area. You can also resize the four boxes shown in this area; to do so, drag the divider between boxes.
Both the Analyzer and the Mini Analyzer include the Pivot Preview
area, which displays a preview of the actual pivot table:
The bottom area looks like this:
number displays the number of cells that are currently selected (or the total number of cells on the page if there is no selection). The Total
number displays the total value of all the selected cells (or of all the cells on the page if there is no selection).
If there is too much data to display on the screen, the lower right corner displays buttons that you can use to page through the results.
You can resize this area. To do so, drag the horizontal divider on the top edge of this area.
Mini Analyzer Differences
The Mini Analyzer is similar to the full Analyzer but has two key differences:
The Mini Analyzer does not provide options that enable you to create a new
That is, you can only make changes to the currently displayed pivot table.
The changes are visible only to yourself. Other users are unaffected.
For information on accessing the Mini Analyzer, see the previous topic
To display an existing pivot table, do either of the following:
, expand folders as needed, select a pivot table, and click OK
In most cases, the system immediately runs the query defined by the pivot table and then displays the results. If the Auto-execute
option is off, however, the system does not do so. In such cases, click the Refresh button
in the Pivot Builder
area. The system then runs the query and displays the table.
Exiting the Analyzer or Mini Analyzer
To exit the Analyzer and return to the User Portal, click Home
. Any unsaved changes are discarded.
To exit the Mini Analyzer and return to the dashboard from which you started, click either OK
. The OK
option saves your changes, and the Cancel
option discards them. Or click Reset
to remove any changes created in the Mini Analyzer, and then click OK
Location of Pivot Table Definitions
When you create a pivot table in the Analyzer, its definition is visible in the Studio Workspace window, within the Other
folder. For example:
Accessing the Samples Shown in This Book