Marketing Tracker Excel by dre13240

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									        MANUAL
Marketing Tracker 4




       Scanmar BV

Marketing Decision Support Solutions
1 Introduction                                                                                                  MarketingTracker 4




Contents
                 1   Introduction                                                                                                       5
                     1.1   The MarketingTracker ............................................................................... 5
                     1.2   The Manual ............................................................................................... 6
                     1.3   Quick Overview ......................................................................................... 6
                           1.3.1 MarketingTracker Databases ....................................................... 6
                           1.3.2 Dimensions and multidimensional variables ................................ 6
                           1.3.3 Views ............................................................................................ 8
                           1.3.4 Dashboards ................................................................................ 10
                           1.3.5 Selector....................................................................................... 11
                           1.3.6 Outliner ....................................................................................... 12
                           1.3.7 Briefing Books............................................................................. 13
                           1.3.8 Dashboard Catalogs ................................................................... 13

                 2   The MarketingTracker Workplace                                                                                   14
                     2.1   Workplace ............................................................................................... 14
                     2.2   Outliner .................................................................................................... 15

                 3   Customizing Views                                                                                                17
                     3.1   Table Views............................................................................................. 17
                           3.1.1 Changing the point of View......................................................... 18
                           3.1.2 Formatting the Table View.......................................................... 20
                     3.2   Graph Views............................................................................................ 27
                           3.2.1 Formatting the Graph View......................................................... 29
                           3.2.2 Main menu .................................................................................. 31
                           3.2.3 Title menu ................................................................................... 37
                           3.2.4 Legend menu .............................................................................. 37
                           3.2.5 Series menu................................................................................ 38
                           3.2.6 Axis menu ................................................................................... 39
                           3.2.7 Explanation of Graph types ........................................................ 43
                           3.2.8 Multiple Panes ............................................................................ 55

                 4   Selecting Data                                                                                                   65
                     4.1   Selector ................................................................................................... 65
                           4.1.1 List .............................................................................................. 66
                           4.1.2 Related ....................................................................................... 69
                           4.1.3 Hierarchy .................................................................................... 71
                           4.1.4 Match .......................................................................................... 73
                           4.1.5 Exception .................................................................................... 74
                           4.1.6 Top/Bottom ................................................................................. 78
                           4.1.7 Sort ............................................................................................. 82
                           4.1.8 Basket ......................................................................................... 84
                           4.1.9 Load/Save................................................................................... 85
                           4.1.10 More Selection Examples ........................................................... 86
                     4.2   Use intelligent restore ............................................................................. 88
                           4.2.1 Examples .................................................................................... 88
                     4.3   Using Filters ............................................................................................ 90
                     4.4   Copy and paste Selected Items and Dimension Properties ................... 92

                 5   Calculating Data                                                                                                 94
                     5.1   Subtotals ................................................................................................. 94
                           5.1.1 Create Subtotals ......................................................................... 94
                           5.1.2 Edit Subtotals.............................................................................. 97
                           5.1.3 Examples of Subtotals ................................................................ 97



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                      5.2    Custom Measures ................................................................................. 102
                             5.2.1 Create Custom Measures ......................................................... 103
                             5.2.2 Edit Custom Measures ............................................................. 106
                             5.2.3 Example of Custom Measures ................................................. 108

                 6    Creating Dashboards                                                                                            112
                      6.1    Before start............................................................................................ 112
                      6.2    Preparation............................................................................................ 113
                      6.3    Design ................................................................................................... 115
                             6.3.1 Size- and formatting properties of the dashboard. ................... 116
                             6.3.2 Place and select objects on the dashboard .............................. 118
                             6.3.3 Linking of Dimensions of objects .............................................. 136
                             6.3.4 Deployment............................................................................... 151
                             6.3.5 Best practices ........................................................................... 152
                      6.4    Using Dashboards ................................................................................ 152

                 7    Managing Information                                                                                           155
                      7.1    Managing Views .................................................................................... 155
                             7.1.1 Opening Views ......................................................................... 155
                             7.1.2 Save Views ............................................................................... 156
                             7.1.3 Close Views .............................................................................. 158
                             7.1.4 Delete Views ............................................................................. 158
                             7.1.5 Edit View Properties ................................................................. 158
                      7.2    Managing Views Using Folders ............................................................ 159
                      7.3    Managing Information using Briefing Books ......................................... 160
                             7.3.1 Manage Folders in a Briefing Book .......................................... 161
                             7.3.2 Manage Views in a Briefing Book ............................................. 161
                             7.3.3 Managing External Files in a Briefing Book .............................. 163

                 8    Sharing Views                                                                                                  164
                      8.1    Printing .................................................................................................. 164
                             8.1.1 Print a View............................................................................... 164
                             8.1.2 Print Properties ......................................................................... 165
                      8.2    Exporting Data ...................................................................................... 166
                             8.2.1 Export a View............................................................................ 166
                             8.2.2 Export Properties ...................................................................... 167
                             8.2.3 Export a Briefing Book .............................................................. 168
                      8.3    Copy to Clipboard ................................................................................. 169
                      8.4    Batch Reporting .................................................................................... 169
                             8.4.1 Report Groups .......................................................................... 169
                             8.4.2 Run Batch Jobs ........................................................................ 170

                 9    Default Properties                                                                                             172
                      9.1    General Options .................................................................................... 172
                      9.2    View Options ......................................................................................... 173
                      9.3    Table Options ........................................................................................ 174
                             9.3.1 General ..................................................................................... 174
                             9.3.2 Layout ....................................................................................... 175
                      9.4    Graph defaults ...................................................................................... 176
                      9.5    Export Options ...................................................................................... 176

                 10   Technical information                                                                                          178
                      10.1   Managing Databases ............................................................................ 178
                             10.1.1 Install Databases ...................................................................... 178
                             10.1.2 Edit Database Properties .......................................................... 179
                             10.1.3 Remove a Database ................................................................. 180



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                             10.1.4 Rename a Database ................................................................. 180
                             10.1.5 Validate a database .................................................................. 180
                             10.1.6 Rearrange databases ............................................................... 180
                      10.2   System Information ............................................................................... 180
                             10.2.1 System Information ................................................................... 181
                             10.2.2 Session Log .............................................................................. 181

                 11   Appendix                                                                                                 183
                      11.1   About Scanmar ..................................................................................... 183
                      11.2   Other Software ...................................................................................... 183
                      11.3   Shortcut Keys & Keyboard commands ................................................. 185




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1 Introduction                                                                           MarketingTracker 4




1 Introduction
1.1 The MarketingTracker
The MarketingTracker is an OLAP tool that enables analysts of marketing, marketing research and sales
departments to work with large volumes of data from various sources and to report this data in Tables or
by Graphs. MarketingTracker and the databases that hold the data, make up a Marketing Information
System.
The sources of data that can be analyzed with the MarketingTracker can be internal as well as external.
Internal sources supply marketing and sales data from ERP systems, Sales systems etc. External sources
supply information concerning markets, competitors, distribution channels, consumer habits and attitudes
(like Nielsen, IRI, GfK, Consumer Tracking surveys, Media data).
With MarketingTracker, data from various sources can be analyzed with one standard user-interface that
enables the user to:
            Manage databases, Views (Table/Graph) and Briefing Books.
            Look at the same time at different figures from different databases for comparison purposes.
            Save the parameters used to create a Table or Graph View and run the same Table or Graph
            View when data for new periods is available without having to set the parameters again.
            Make selections on data. For example; what brands, customers and periods are of interest for
            a particular analysis. Select the top 10 customers in a given period of time, all products that
            have a share of at least 5% in turnover.
            Arrange the data to be shown. For example; Brands as row (down) Dimension, Periods as
            columns or the other way around.
            Determine the Table or Graph layout; Font, alignment, column/row width, Graph-type etc.
            Create Custom Measures, like indexes, sales growth towards last month etc.
            Create Subtotals, like product groups, half-year figures etc.
            Print Tables and Graphs.
            Export data to a file (e.g. a spreadsheet).
            Use the Clipboard to further analyze data with a spreadsheet or incorporate a Table or Graph
            in a text created with a word processor.
            Export data to MTViewer format.
            Create information Dashboards to display the most important information people need to do a
            job, presented in a way that allows them to monitor what‟s going on in an instant.
            Use Briefing Books to organize your Tables and Graphs in a structured way so that it is easy
            to use for any user.
            Create Batch runs to easily print or export a batch of Tables and Graphs each time when new
            data arrives.
            Use standard Windows facilities to change printers and printer settings.
New product extensions of the MarketingTracker are:
            The MTViewer is a light version of the MarketingTracker. It presents exported data from
            MarketingTracker databases, with the same looks and functionality as MarketingTracker. The
            main difference is that users do not need direct access to the databases. The MTViewer can
            be used as a standalone application or it can be used by Internet Explorer to View your files in
            a browser.
            MarketingTracker Dashboard is an application to provide a consolidated View on your data.
            You can combine Graphs and Tables of different databases together with custom made text
            fields to offer a complete analysis within the MarketingTracker or within a browser without any
            necessary installations.
Ask your Scanmar contact for information on these extensions.



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1 Introduction                                                                             MarketingTracker 4




1.2 The Manual
This manual provides information for analysts of marketing, marketing research and sales departments
about how to work with the MarketingTracker.
After an introduction in the first chapter, the second chapter gives an overview of the workplace of the
MarketingTracker. The workplace is the window that is shown while working with the MarketingTracker.
Chapter 3 describes the way you can customize your Table and Graph Views by changing the point of
view, changing the layout and changing the properties of the Views.
In Chapter 4 we learn all about how to select the part of the data you want to be shown in a View. There
are a lot of selection techniques that can be used for getting that part.
Chapter 5 is dedicated to new features of the MarketingTracker, namely the creation of new information
based on information already available in the database. You can define your own custom-measure
formulas to calculate that new information. You can also create new Dimension Values by
adding/subtracting Dimension Values; this way you create Subtotals.
Chapter 6 describes the creation of information Dashboards. These single-screen lay-outs combine
multiple Table- and Graph Views, as well as Pictureboxes and Textboxes to create a visually compelling
presentation of some data.
Chapter 7 describes how you can manage all the information that is presented in the Views and how you
can share these Views with other users in your company. For example you can use a Briefing Book to
structure your information and make it easy to access.
Besides analyzing your data with the MarketingTracker, you can also share the information retrieved from
it. This is described in Chapter 8. You can share your information with other people by printing all sorts of
paper reports or you can use your information with other applications, such as Excel, by exporting it to a
file. And to make it easier to generate the same reports over and over again, you can use the batch-
reporting feature of the MarketingTracker.
Chapter 9 „Default Properties‟ describes how you can adjust your default properties for the way you wish
new information to be presented, for example layout and printer properties.
Chapter 10 is a technical chapter; it explains how you can install your databases and how you can get the
system information.

1.3 Quick Overview
Before starting to explain how to work with the MarketingTracker, we first give you a short impression of
the basic concepts where the MarketingTracker is based on.
1.3.1 MarketingTracker Databases
MarketingTracker presents data that is stored in Oracle‟s multidimensional databases. A multidimensional
database is a type of database that is optimized for data warehouse and online analytical processing
(OLAP) applications.
MarketingTracker works with three types of databases:
            MarketingTracker-Type: Those that are prepared to work with MarketingTracker;
            OSA-Type: Oracle Express databases, prepared for Oracle Sales Analyzer and Oracle
            Financial Analyzer;
            Express-Type: Ordinary Oracle Express databases, not prepared for MarketingTracker.
Since IRI, GfK and Nielsen data can be delivered in a standard format and the MarketingTracker has an
interface to read these formats, these data can be easily used in the MarketingTracker.
MarketingTracker is „multi-user‟: The same database stored on a Network-Fileserver can be accessed
simultaneously by many users.
MarketingTracker is „multi-database‟: Information from one or more databases can be presented
simultaneously.
1.3.2 Dimensions and multidimensional variables
A Dimension is a list of unique values providing identifiers for the data. Examples of Dimensions are
products, customers, and time periods. The unique values that make up the Dimension are called
Dimension Values or Dimension items.


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Period                              Dimension
January 2003                        Name
February 2003
March 2003
April 2003
May 2003                            Dimension
June 2003                           Value
July 2003
August 2003
September 2003
October 2003
November 2003
December 2003
Figure 1.1: Example of a Period Dimension.

A Dimension is called hierarchical when the values of a Dimension are arranged in different levels, with
each level representing the aggregated total of the data of the level below.
Geography                          Level
World                              Total
 Areas in the Americas             Area
  Canada                           Country/Province
  United States of America         Country/Province
   Boston                          City
   New York                        City
   Washington                      City
  Southern Regions                 Country/Province
 Australia                         Area
 Europe                            Area
 Asia                              Area
Figure 1.2: Example of a hierarchical Geography Dimension.
A variable is a structure in which the data is stored in the database. These structures can be multi-
dimensional.
Imagine for example a three-dimensional variable as a stack of worksheets. The columns form the first
Dimension, the rows form the second Dimension and the various worksheets make up the third
Dimension. In figure 1.3 below a variable consists of three Dimensions, namely a Product-, Geography-
and Time-Period Dimension. This three-Dimensional variable can be represented by a cube, where each
block contains the sales data belonging to their corresponding Product-, Geography- and Time-Period
Dimension Value.




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1 Introduction                                                                                 MarketingTracker 4




Figure 1.3: Example of a variable structure, which stores sales data by Product, Geography and Month.



1.3.3 Views
In MarketingTracker the data of a database is represented by Views. A View is the presentation of
information that is stored in variables having the same structure (i.e. consisting of the same Dimensions).
Information can be presented different ways, namely in so called Table Views             , Graph Views     or
both Table Views and Graph Views.
A Table View is a Table containing all the specified data stored in variables, whereas a Graph View is a
Graphical representation of the specified data stored in variables. Note that Marketing Trackers offers the
possibility to switch from a Table View to its corresponding Graph View and the other way around.
Within a View two kinds of Dimensions can be distinguished:
        Base Dimensions are Dimensions along which the data is stored in a variable. Examples of
        Base Dimensions are Products, Geography and Time.
        Analytical Dimensions are Dimensions used for presentation only. The data is not stored along
        these Dimensions. There are three analytical Dimensions that are often used:
             o   The Measure or Fact Dimension which represents the variables or predefined formulas
                 between them as a Dimension Value. For example Sales, Units and Price/Unit.
             o   Timebase Dimension which represents data along time series formulas such as Year to
                 Date and Moving Totals.
             o   Statistics Dimension which represents data along statistical formulas such as Index and
                 Growth.
Figure 1.4 below contains a Graph View and its corresponding Table View. The Product-, Channel-,
Geography- and Period-Dimensions are Base Dimensions and Facts is the only Analytical Dimension in
this example.




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Figure 1.4: A Graph- and Table View consisting of Base- and Analytical Dimensions.

Other features of Views are:
        One or more Views can be presented simultaneously even if they originate from different
        databases.
        Once a certain View presents the information required in the desired layout and format, all
        specifications and parameters to generate this View can be saved. To present the same View
        with actualized data, simply open the Saved View.
        Each user can create his/her own Views and save them for personal use. It is also possible to
        create Shared Views that can be accessed by all users. These Shared Views are usually created
        and managed by an administrator.




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1.3.4 Dashboards
Marketing Tracker Dashboards           combine Table Views, Graph Views and other objects (e.g. textboxes,
picture boxes, etc.) in one interactive display. They allow a user to display data from different sources in a
visually compelling way. Created Views can be dragged and dropped on a dashboard. Textboxes can be
used to create labels, or to create menus to switch between different Dashboards. Because Dashboards
are interactive, it is possible to show different information in a View on a Dashboard by selecting different
Dimension Values in the drop-down lists in this View. See the fourth chapter for additional information on
Dashboards.




Figure 1.5: Example of a Dashboard, combining Table Views, Graph Views, textboxes and picture boxes.




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1.3.5 Selector
The Selector is a tool to make selections on data in data Views. This can be achieved by making a
selection on the Dimension Values of the Dimensions. It enables the user to specify which part of the data
cube is presented by the Table and/or Graph View. The Selector tool offers different selection methods,
for example:
         Selection from a finite list of Dimension Values of a (hierarchical) Dimension.
         Selection on Dimension Values based on relations with Dimension Values of other Dimensions.
         Selection based on the hierarchy level of a certain Dimension Value.
         Selection based on matching characters in labels of the Dimension Values.
The Selector tool also contains a Basket which can be used to combine different selection methods with
each other. For more information on the usage of the Selector see Chapter 4.




Figure 1.6: The List tab of the Selector form, to select from a list of Dimension Values.




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1.3.6 Outliner
The Outliner is a tool to manage the Databases, Views and Briefing Books. Managing options in the
Outliner are: Installing, editing, deleting and sorting Databases, opening and sorting Views, installing
Briefing Books etc. The Outliner works similar to Windows Explorer, such as drag and drop properties and
a context-sensitive right mouse button menu.




Figure 1.7: The Outliner.

The Outliner is presented on the left side of the Marketing Tracker workplace and consists of two sections,
namely the Views and Description section:
             The Views section shows the Briefing Books, Databases, Views, the options menu and the
             help function.
             The Description section displays the description of the selected item in the Views section.




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1.3.7 Briefing Books
A Briefing Book       displays the (hierarchical) structure of related Shared Views. It is used for
organizing Shared Views differently for different types of users and it allows navigation through Saved
Views originating from various databases.




Figure 1.8: A Briefing Book and its contents, as shown in the Outliner.

Besides MarketingTracker Views, also a variety of other items like spreadsheets, PowerPoint-
presentations, notes etc., can be addressed from a Briefing Book.
1.3.8 Dashboard Catalogs
Dashboard Catalogs       are catalogs containing one or more dashboards. They can be used to
organize all custom made Dashboards efficiently.




Figure 1.9: Some Dashboard Catalogs, as shown from the Outliner.




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2 The MarketingTracker Workplace                                                       MarketingTracker 4




2 The MarketingTracker Workplace
2.1 Workplace
After starting MarketingTracker the Workplace will be shown. All functions of MarketingTracker are
initiated from this window. The workplace consists of:
            The Title bar, providing information about the application and the usual Windows
            components (e.g. size buttons).
            The Menu bar, containing drop-down menus from which commands can be executed.
            The Tool bar containing push buttons which, when pressed, execute a specific command.
            The Outliner, for managing Databases, Views, Briefing Books and Dashboards. The Outliner
            tool will be discussed below in section 2.2 in more detail.
            The View Area, where the Views (Table and Graph) and Dashboards will be displayed.

   Title Bar
   Menu Bar

   Tool Bar




   View Area




    Outliner




                              Figure 2.1: The Workspace of Marketing Tracker.




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2.2 Outliner
The Outliner is a tool for managing your databases, Views, Briefing Books and Dashboards. The Outliner
displays the hierarchical structure of Databases, Folders and Views.
The Outliner has a lot of similarities with Windows Explorer, such as:
        Shortcut Menus: Right-click on a View, Folder, Database or an empty space in the Outliner; the
        shortcut menu now appearing shows the most common commands for that item. This way, you
        can easily and directly access the different commands from the menu bar. For example, if you
        click with the right mouse button on a Personal View, you see a shortcut menu with the
        commands you can perform for that View. If you do not select an item and click your right mouse
        button on some empty space in the Outliner, you see a shortcut menu with the general
        commands you can perform.
        Organizing Views using folders: In the Briefing Book, Personal and Shared Views folders you
        can create folders and subfolders to organize your Saved Views. After saving a View move it to
        the appropriate folder.
        Drag en Drop: The items in the Outliner can be moved by the drag and drop principle. First click
        on the item you want to move and hold the mouse button; then place the mouse arrow where you
        want the item to be moved to, and release the mouse button. While doing so, additional
        information about the movement is provided in the description section of the Outliner.

The View Outline button           on the menu bar and the option View Outline in the View menu shows and
hides the Outliner.
The Outliner consists of two sections:
            The View Section shows the installed Databases, Views, Briefing Books and Dashboards.
            The Description Section shows the description of the selected database or View.
In       Figure 2.2 below, you see a short description of the different items of the Outliner. These items
are explained individually below the picture.




              Figure 2.2: The different items of the Outliner.



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The items shown in the Views section of the Outliner are:
        Briefing Book: A Briefing Book is an electronic reporting tool with all the functionalities of
        MarketingTracker. It is a separate (hierarchical) menu structure in the Outliner and it can be used
        for organizing Shared Views differently for different types of users. For more information see
        Chapter 7.3 „Managing Information using Briefing Books‟.
        Database Folder: There are three main types of folders in a database folder: a folder containing
        the Data Views, a folder containing the Personal Views and a folder containing the Shared Views.
            o   Data Views Folder: The Data Views are arranged in a pre-defined way. They are read-
                only and are the base to create new Personal and Shared Views. A Data View can have
                a Child View. The Child View presents data created with Custom Measures based on that
                Data View. The Custom Measures View is also the base to create new Personal and
                Shared Views.
            o   Personal Views Folder: In the Personal View Folder all Personal Views are stored. A
                Personal View is a View saved for personal use; other users cannot use it.
            o   Shared Views Folder: In the Shared View Folder all Shared Views are stored. A Shared
                View is a View saved for general purpose; all users can use it. Usually the administrator
                creates the Shared Views.
        Table/Graph Views: The Personal and Shared Views can be divided in three categories: A Table
        View, a Graph View and a combination of these two. See Chapter 3 for more information on
        Customizing Views.
        Report Group: A Report Group is a group of Views of a particular database for which reports can
        be printed, exported and published at once by using Batch Jobs. For more information on Batch
        Jobs see Chapter 8.4 „Batch Reporting‟.




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3 Customizing Views
MarketingTracker uses Views to analyze data from databases. There are three types of Views:
            Data Views, template Views that are the basis for further processing.
            Personal Views, Views created from data Views and saved for personal use.
            Shared Views, Views created from data Views and saved for multiple users. The system
            administrator normally creates these Views.
The Personal and Shared Views can be divided in three categories, i.e. Table Views, Graph Views and
combinations of these two.

3.1 Table Views
A Table View displays data of the database as a Table along one or more Dimensions. It is based on a
fixed number of Dimensions. Marketing Tracker offers the possibility to rearrange the Dimensions in a
Table View, creating new points of View.




                                 Figure 3.1: The components of a Table View.

As shown in Figure 3.1 a Table View contains three edges:
        The Across edge (at the top right corner): It contains the Dimension Tiles of the across
        Dimensions. Items of these Dimensions are displayed horizontally at the top of the View (the
        column headers).
        The Down edge (at the bottom of the View): It contains the Dimension Tiles for the down
        Dimensions. Items of these Dimensions are displayed vertically at the left side of the View (the
        row labels).
        The Group edge (the tiles at the top of the View): It contains the Dimension Tiles for those
        Dimensions not located on one of the axes. Every tile in the Group edge is linked to a drop-down
        list box, from which you can select the active item for the Dimension (the item for which data is
        displayed).
We say that a certain Dimension is placed „Across‟ or „Down‟ instead of placed on the „Across Edge‟ or
„Down Edge‟ respectively.
In most presentations both the Across and Down edge hold one Dimension each and the remaining
Dimensions are placed in the Group edge. For more sophisticated presentations MarketingTracker allows
two or more Dimensions to be presented (nested) on the Across and/or Down edge. This way the data
cube (see Figure 1.3) can be „sliced‟ and „diced‟ to reflect only the items required in pages having the
desired edges.
A new Table View can be created as follows:
 Double click the Data View in the Outliner on which you want your Table to be based on.
Or
 Right click the Data View in the Outliner on which you want your Table to be based on.
 Select the Open Table View command from the Shortcut menu that appears.




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The appearance of a Table View can be customized to suit personal needs. There are several aspects of
a Table View that can be changed, each of them will be discussed in detail in the next section:
              The point of View: This can be done by rearranging Dimensions, scrolling through
              Dimensions and drilling down in hierarchical Dimensions.
              Format of the Table View: The layout and properties of the Table, Dimensions and data
              cells.
              The contents of the View: This can be done by selecting part of the data or by calculating
              with the data (See Chapter 4 Selecting Data‟ and Chapter 5 „Calculating Data‟).


  Note:
  The data cells you see on your screen may not be all the data cells that the View contains. To see the data cells not displayed
  on your screen, you can use the horizontal and vertical scrollbars.



3.1.1 Changing the point of View
Arranging Dimensions
The display of each View of the data depends on the position of the Dimensions. By dragging the
Dimension Tiles to different positions, you can adjust the presentation of the data in a View any way you
want to.
Each Dimension Tile in a Table View can be dragged to two possible locations:
         Onto other Dimension Tiles: This operation results in swapping two Dimensions. This way
         Dimensions between any two edges (Across, Down, Group) can switch places.
          Drag a Dimension Tile on top of any other Dimension Tile in the View; the word „swap‟ appears
         on your screen. Now drop the Dimension Tile. The Dimensions will have switched places.


                                            Figure 3.2: Example of a Period Dimension Tile.




         Figure 3.3: An example of changing the appearance of a Table View by swapping the Period and Product
         Dimensions.




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        Empty tiles:  Drag a Dimension Tile on top of an empty-tile symbol     , which is located on
        every edge of the View; the word „move‟ appears on your screen. Now drop the Dimension Tile.
        The Dimension will be added to the selected edge.




        Figure 3.4: An example of changing the appearance of a Table View by moving the channel Dimension to an
        empty tile.


    Note:
    To prevent recalculation of data by Marketing Tracker after each step in the process of selection and manipulation of the
    layout, you may choose to (temporarily) disable Automatic Refresh. This option comes in handy when dealing with Table
    Views containing lots of data.

    If you drop an empty tile on another empty tile, the complete edges of the Table View are swapped. For example: If you
    place the empty tile of the across edge on the empty tile of the down edge, all Dimensions placed on the across edges
    are moved to the down edge and vice versa.



Scrolling through group Dimensions
Displayed data in a Table View can be changed by scrolling through the Dimension Values in the group
edge. To select a different Dimension Value:
 Open the drop down list of a Dimension in the group edge by clicking on the black triangle.
 After this select a new Dimension Value.




Figure 3.5: A drop-down menu shows all possible Dimension Values to select.



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Drilling down in hierarchical Dimensions
When a hierarchical Dimension is displayed across or down, you can drill down or collapse Dimension
Values. A hierarchical Dimension can be identified by plus (+) and/or minus (-) signs before certain
Dimension Values.
 To expand or collapse Dimension Values, click the plus (+) or minus (-) signs respectively. If a
Dimension Value cannot expand or collapse, no sign is shown.
When drilling down you are only able to see values from the current active hierarchy. If a Dimension has
more hierarchies and you wish to switch to another hierarchy, you need to use the Selector. It is also
possible to hide the hierarchy of a Dimension by switching to the hierarchy "None". For more information,
see section 4.1.3 „Selecting Data - Hierarchy‟.




                            Figure 3.6: An example of expanding a hierarchical Dimension.

3.1.2 Formatting the Table View
Any new data View opens with the default format of the Table. This format can be changed by adjusting
the properties and layout of the Table and its belonging Dimensions. When saving the View, the adjusted
properties are saved with that View.




Figure 3.7: In a Table View all data is displayed in the Data Area, which is a collection of Data Cells.

The commands for changing the Table properties and the layout of the data cells can be accessed by
clicking the right mouse button in the Table. The following shortcut menu appears:




Figure 3.8: Menu containing the Table properties.

The commands for changing the Dimension properties and layout can be accessed by clicking the right
mouse button on the Dimension itself. The following shortcut menu appears:



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Figure 3.9: Menu containing the Dimension properties.

Each of the menu options in Figure 3.8 and Figure 3.9 will be discussed in detail below.

   Note:
   For changing the default format of a Table, see chapter 9.3 „Table Options‟.

   In some databases (mostly in case of older databases), there is no special decimal variable for the analytical Dimensions.
   It is only possible to set the default decimals for the complete data area, for more information see „Layout of data cells‟.


Table properties…
General Table Properties
After clicking on Table properties, the General Table properties form will be displayed (see Figure 3.10).
General Table properties are properties that are specific for a Table View.




Figure 3.10: The General Table properties form.

The following Table properties can be edited:
        Title and Description for this Table: Title and description of the View as shown in the printed
        and/or exported View. If the Table title is empty, the View title will be used instead. The Title is
        also shown in the window title bar.



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        For printed reports you can embed the strings @date and @time in both title and description.
        These act as placeholders for the actual Windows Time and Date.
        Dimension Alignment: Down Dimensions alignment sets the alignments (left, right and center)
        of the down Dimension. Across Dimensions alignment sets the alignments (left, right and center)
        of the across Dimension.
        Print Options: With the „Set options‟ button in the Print section, you can modify the printer
        properties for this specific Table. For explanation of the print properties see Chapter 8.1.2 „Print
        Properties‟.
        Use defaults: Remove the check mark to stop using default colors. This way the command
        button color coding next to this box will be enabled.
        Colorcoding: This option is only available if the „Use Defaults‟ is disabled. After clicking on this
        command button a form similar to the one below pops up. On this form custom colors for the
        appropriate cells in the Table View can be defined. Click on one of the cells on this form to edit
        the color of this cell.




                                      Figure 3.11: The color coding form.

        Hide Tiles: Mark the checkbox Hide tiles to hide all Dimension-tiles; only the Table itself will be
        shown.




                            Figure 3.12: Example of a Table without Dimension-tiles.

View Properties
In the General Table properties form (see the previous section), click on „View‟, to show the View
properties form. View properties are properties used for both the Table as well as the Graph View.




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Figure 3.13: The View properties form.

The following View properties can be edited:
        Exclude Rows/Columns: There are three options:
        o    None: All data will be shown.
        o    Empty Rows/Columns: All rows/columns not containing any data will be excluded from Table
             and Graph.
        o    Empty and zero Rows/Columns: All rows/columns not containing any data or the value zero
             will be excluded from Table and Graph.
        Title and Description of a View: Title and description of the View as shown in the View and
        Description section of the Outliner. The Title is also shown in the window title bar.
        Behavior in time: There are three methods for the time behavior of a Saved View:
        o    Fixed: The selections made on the time Dimension are frozen. The data in the Saved View
             will always be the same over the same time horizon.
        o    Moving: The selection moves in time when new periods are added to the time Dimension. The
             data in the Saved View will change with time. New periods are added and old periods are
             excluded.
        o    Expanding: New periods are added to the selection. The data in the Saved View will expand
             with time.
Layout of data cells
In the General Table properties form (see a previous section), click on „Layout‟, to show the Layout of data
cells form. The layout of a Table relates to the appearance of the data area in the Table View.




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Figure 3.14: The layout of data cells form.

The following layout properties can be changed:
         Number of decimals: The default number of decimals for the data area. In most databases it is
         also possible to set the number of decimals for the analytical Dimensions (e.g. Facts or Statistics).
         For more information, see the paragraph about Decimals.
         Empty cell character: Character displayed in cells with no data.
         Label for totals: Description for cells that contains Dimension totals. For more information, see
         the paragraph about Inclusion of Totals.
         Alignment: Sets the alignments (left, right and center) of the data cells.
         Width: Sets the width of the columns of the data area.
         Font: Sets the font of the Table View.
         Use cell font for Dimensions in Table: Check mark to apply the selected font not only to the
         data area but also to the Dimensions of that View.
         Color signals: Check mark to activate color. If your database supports color signals, you can use
         it for exception reporting, e.g. all sales -5% colored in red.
         Hide Annotations: Check mark to hide annotations.
Export
In the General Table properties form (see the corresponding previous section), click on „Export‟, to show
the export form. The export form will be discussed in detail in section 9.5 „Export Options‟.
View Graph
The second item in the menu of Figure 3.8 is the View Graph option. Clicking on this item creates the
Graph View corresponding to the current Table View. See section 3.2 for more information on Graph
Views.
Decimals
The third item in the menu of Figure 3.8 is the Decimals option. After clicking on this item the following
form will pop up:




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Figure 3.15: The decimals form.

It is possible to assign the number of decimals for the presentation of each value of an analytical
Dimension, such as Facts/Measures or Statistics.
In the example in Figure 3.15, the number of decimals for data cells is determined by the Dimension Facts
(E.g. Data based on the Fact Sales will be displayed with two decimals).
If the specification-cell is empty, the default number of decimals will be used (the default number of
decimals can be adjusted in the layout of data cells form).
Only the Dimension Values that are selected in the View are shown in the list. Check mark "Full List" to
see the decimal values for all Dimension Values.

   Note:
   In some databases (mostly in case of older databases), there is no special decimal variable for the analytical Dimensions. It
   is only possible to set the default decimals for the complete data area, see Layout of data cells‟.


Create Filters
The last item in the menu of Figure 3.8 is the option „Create Filters‟. For more information on filters see
section 5.3 „Using Filters‟.
Selector
The first item in the menu of Figure 3.9 is the Selector option. For more information on the Selector tool
see chapter 5 „Selecting Data‟.
Labels
The second item in the menu of Figure 3.9 is the option „Labels‟. For some Dimensions in
MarketingTracker databases, you can choose between several different labels for the Dimension Values.
For instance, to use short labels for an across Dimension (to avoid truncated labels) or to switch between
different languages for the labels. It depends on the database structure, whether Dimensions can use
multiple labels.
To change Dimension labels:
 Right click on the Dimension Tile or the Dimension Values, and select the command Labels...
 Select the label you wish to use for the Dimension and click „OK‟.




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                                                                                                    No Label

                                                                                                    Long Label

                                                                                                    Short Label

Figure 3.16: The select label form.

The choice „No Label‟ causes the Dimension-items-codes from the database to be displayed.

   Note:
   Changes with regard to Dimension labels will be reflected in both Graph and Table View. For example: after selecting Long
   Labels to be displayed in the Table View, the Dimension labels in the matching Graph View will also be Long Labels.


Layout of the Dimension
The third item in the menu of Figure 3.9 is the option „Dimension properties…‟.




Figure 3.17: The Dimension properties form.

The following layout settings can be specified:
         Width: Width of the Dimension and the columns (if that Dimension is placed across).
         Line wrapping: Number of lines used for the column heading (if that Dimension is placed
         across).
         Font settings: The font style of the Dimensions (bold and/or italic). With the checkbox it is
         possible to apply the font settings to all the Dimensions.

    Note:
    You can also modify the column width by clicking on the line between two columns and drag it until the column has the
    desired width.
    You can copy the Dimension properties of one Dimension to another by using the 'Copy and Paste Dimension properties'
    command, see Chapter 4.4 Copy and paste Selected Items and Dimension Properties‟.



Inclusion of Totals
The fourth item in the menu of Figure 3.9 is the option „Include Totals‟.
A Dimension total is the sum of the data of all selected Dimension Values of the specified Dimension in a
View. The selected items are all visible items in the View.


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It is also possible to retrieve totals for Dimensions by making use of the Subtotal function (only if
available). Differences between the Total and the Subtotal function are:
              If the selection of the Dimension is changed, the Dimension Total changes as a consequence,
              while the Subtotal always stays the same.
              The Dimension Total is based on the selected items; they need to be visible in the View. A
              Subtotal is based on a fixed selection. The items added in the Subtotal do not need to be
              selected in the View.
              The Subtotal function adds a new Dimension Value to the specified Dimension that takes into
              account if a fact/measure can be totalized or not. Price for example cannot be totalized. The
              Total function on the other hand just totals the values of the selected Dimension Values in a
              View.
              The Dimension Total is only displayed when the Dimension is positioned in the down or
              across group of the View, whereas the Subtotal is always visible, also in group Dimensions.
              The Dimension Total can only be used in a Table View, whereas the Subtotal can also be
              used in a Graph View.
For more information about subtotals, see chapter 5.1 „Subtotals‟.




Figure 3.18: Example of a Dimension total. The last row of the down edge shows the totals.

  Note:
  The displayed label for the Dimension totals in the Table options can be edited (See „Layout of data cells‟).


Copy Dimension properties…
The fifth item in the menu of Figure 3.9 is the option „Copy Dimension Properties…‟. See section 5.5
„Copy Dimension Properties‟ for more information.

3.2 Graph Views
To reveal trends and anomalies that are not readily apparent in a Table View, MarketingTracker can draw
a Graph View corresponding to the data in the Table View to provide a more visual View of your data. In a
Graph View the same actions can be performed as in a Table View, like arranging, scrolling and making
selections on the Dimensions.




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Figure 3.19: An example of a Graph View.

A new Graph View can be created as follows:
 Right click the Data View in the Outliner on which you want your Graph to be based on.
 Select the Open Graph View command.
Or
 Open the Data View on which you want your Graph to be based on.
 Click the Graph View button on the toolbar.
Like the Table View, the appearance of a Graph View can also be customized to suit personal needs.
The following aspects of the appearance of a Table View as described before are also useful in a Graph
View:
            Arranging Dimensions
            Scrolling through group Dimensions
            View Properties
            Labels




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                             Figure 3.20: Example of arranging Dimensions in a Graph View.

3.2.1 Formatting the Graph View
Any new Graph View will have the default format derived from the default Graph properties. This format
can be changed to create the desired appearance of a Graph View. When saving the View, the adjusted
properties are saved with that View.

  Note:
  For changing the default format of a Graph, see ‟General‟.


The Graph View supports context sensitive menus to allow chart customization. By default, a context
menu will be prompted when the user right-clicks a particular element in the Graph. This menu consists of
a pull-down dialog with options specific for customizing the selected element.




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  The following elements have their own menu and can be accessed by clicking with the right mouse button
  on their corresponding Graph component:
               Background (Main Menu)
               Titles
               Legend
               Series
               Axes
  These different menus will be discussed in the following paragraphs.




 Graph Title
   Subtitle                                                                                       Main Menu


  Value Axis




                                                                                                    Legend Title

Axis Title                                                                                          Legend




                                               Axis Title        Label Axis

                  Figure 3.21: The names of the components of a Graph View, and the menu shown
                           by clicking with the right mouse button on that part of the Graph.




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3.2.2 Main menu
Right-mouse click on the background area (any area „uninhabited‟ by chart elements like axes or series),
to prompt the main menu, which looks like Figure 3.22:

                                             MT View properties




                                             General




                                             Titles and Legend




                                             Graph type




                                             Lines and Markers


                                             Labels and axis


                                             Multiple Panes




                                             Colors



Figure 3.22: The Graph Views main menu.

Each of these menu options will be discussed in the next sections.
MT View properties
Clicking „MT View properties…‟ in the Graph Views main menu prompts the following dialog box. In it,
some View properties can be changed.




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Figure 3.23: The MT View properties form.

The following View properties can be changed:
        Exclude Rows/Columns: There are three options:
        o    None: All data will be shown.
        o    Empty Rows/Columns: All rows/columns that do not contain any data will be excluded from
             Table and Graph.
        o    Empty and zero Rows/Columns: All rows/columns not containing any data or containing the
             value zero will be excluded from Table and Graph.
        Name and Description of a View: Name and description of the View as shown in the Outliner or
        when printing the Table View. The Name is also shown in the window title bar.
        Behavior in time: There are three options for the time behavior of a Saved View.
        o    Fixed: The selections made on the time Dimension are frozen. The data in the Saved View
             will always be the same over the same time horizon.
        o    Moving: The selection moves in time when new periods are added to the time Dimension. The
             data in the Saved View will change with time. New periods are added and old periods are
             excluded.
        o    Expanding: New periods are added to the selection. The data in the Saved View will expand
             with time.
        Chart description: Description of the Graph as shown when the Graph is printed.
General
General options in the main menu (see Figure 3.22):
        View Table: Open (or show) the Table View corresponding to this Graph View.
        Copy current page: Copy the current Graph (including the data).




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           Note:
           Copy current page: When pasting, by default the raw data will be pasted. Use „Paste special..‟ and select „bitmap‟ to
           paste a picture of the Graph.


        Print…: Print current Graph View.
        Save: Save the current Graph View as Personal or Shared View.
        Save As…: Save current Graph View as Personal or Shared View.
        Save chart format as default: Current Graph format will be saved as default for all future
        Graphs.
        Revert to default chart format: Reset all formatting to current default formatting (this format can
        be saved with the previous option).
        Revert to saved chart format: Reset all formatting to the format when the Graph was last saved.
Titles and legend
The Titles and Legend section of Figure 3.22 looks similar to the menu below:




Figure 3.24: The Main Chart Menu.

Check mark the different items to show the (default) Title, Subtitle and/or Legend.
To edit these items, right-mouse click on the items themselves. See section 3.2.3 „Title menu‟ to edit the
Title and Subtitle and section 3.2.4 „Legend menu‟ to edit Legends.
Graph type
The Graph type section of Figure 3.22 looks similar to the menu below:




Figure 3.25: The menu to select between different Graph types.

Select the Graph type from the Gallery submenu. Possible Graph types are respectively: Discrete Line
Graph, Continuous Line Graph, Vertical Bar Graph, Horizontal Bar Graph, Step Graph, Area Graph, Pie
Graph, Doughnut Graph, Radar Graph, Scatter Graph and Bubble Graph.
Additional display options (3D, clustered, stacked) can be check marked to further define the Graph type:
        3D: Check mark to create a three-Dimensional View of the Graph.
        Clustered: This option is only available when the 3D option is check marked. Check mark this to
        cluster all data corresponding to a Dimension Value on the horizontal axis.
        Stacked: Check mark this option to show a cumulative total for the data corresponding to a
        Dimension Value on the horizontal axis.
All different Graph types will be explained individually in more detail, see 3.2.7 „Explanation of Graph
types‟.




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Lines and Markers, Labels and Axes

The lines and markers section of Figure 3.22 looks similar to the menus below:




Figure 3.26: The Point Label menu.




Figure 3.27: The Second Y-axis menu.

        The ‘Lines and Markers’ option is applicable for line, scatter and radar Graphs only. After
        clicking on this item, a new form similar to the one shown in Figure 3.28 pops up. The line and
        marker size can be set on this form.




                              Figure 3.28: Form to change the Line and Marker size.

        The ‘Tooltip content…’ option. After clicking on this item, the form below pops up:




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                                   Figure 3.29: The format tooltips form.

       On this form different options for the tooltips of a Graph View can be set. By disabling one of the
       boxes in the first column the item (label, value or percentage) will not be visible in a tooltip. For
       the Values and Percentages in a Tooltip the number of decimals can be set. And for the Value in
       a tooltip also a scale unit can be defined manually. A tooltip using the default tooltip options for a
       Bar Graph is shown in the Figure below:




       Figure 3.30: The tooltip of a Bar in a Vertical Bar Graph using the default Tooltip settings.

       Suppose we disable the Percentage tooltip, and set the Value tooltip to 2 decimals and give it a
       scale unit of 100,000. The result of this operation is visible in the Figure below.




       Figure 3.31: Specifying the Tooltips for a Graph View.




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         The Point labels menu: You can change the way the point labels are displayed in the submenu
         for Point Labels. You can also change the font and color for the point labels here.
         When using this menu, you will change the point label for all series in the Graph. It is possible to
         show or hide point labels for individual series in the series menu, which appears when you right
         click the series itself. See paragraph 3.2.5 „Series menu‟.

             Note:
             Beware that the percentage option of the Point Label will show the percentage of the point in its series cluster.
             When selecting a bubble Graph, use the value option of the Point Label to name the bubbles.


         A second Y-axis is especially useful for showing different items with widely different value ranges
         in the same Graph. For example Absolute Sales and Growth percentage.
         There are three ways to move series to a second Y-axis:
                                                           st   rd   th
         o    Every second series: Odd series (1 , 3 , 5 , etc) will be placed on the left Y-axis and even
                       nd  th
              series (2 , 4 , etc) on the right Y-axis. This option exists mainly to support legacy Graphs.
         o    Lines: Only the series which are plotted as lines, will be placed on the right Y-axis.
         o    Custom: For each series it will become possible to select whether or not this series will be on
              the right Y-axis. Right-mouse click on the appropriate series to move them to the second y-
              axis, see paragraph 3.2.5 „Series menu‟.
Multiple Panes
Information on Multiple Panes can be found in section 3.2.8.
Colors
The last section of the Graph Views main menu is used for all kinds of coloring options.




                                                Figure 3.32: The coloring menu.

The following menu options can be selected:
              Palette Selector: Change all colors (background, point label, lines, etc.) to a pre-defined set.

                 Note:
                 Changing colors with this Palette Selector will overwrite all changes made for colors so far!


              Chart box color …: This option changes the color of the Graph-area.
              Chart Box Picture …: Use this to choose a picture as background for the Graph area. This
              option works only for two dimensional Graphs.
              Background color …: This option will change the color of the area around the Graph itself.
Some of the different palettes are demonstrated in the Graphs below:


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Figure 3.33: A Demonstration of some of the different Palettes.

You can change the colors of all other elements (point labels, lines, etc.) using their menus. See next
paragraphs 3.2.3 „Title menu‟, 3.2.4 „Titles and legend‟, 3.2.5 „Series menu‟ and 3.2.6 „Axis menu‟.
3.2.3 Title menu
Right mouse click on a Title (Graph title, subtitle and axis titles) to prompt the following menu:




Figure 3.34: Title menu.

Check mark Title in the main or axis menu, to display the title. This menu has the following options:
         Automatic title: If check marked, the title cannot be edited. The content is provided by
         MarketingTracker (i.e. the group Dimension Values for the subtitle, the names of the Dimensions
         placed on the X-axis (across) for the X-axis title, etc…).
         Uncheck „Automatic title‟ to be able to edit the title manually.
         Font: Change the font of the Title-text.
         Text color: Change the color of the Title-text.
3.2.4 Legend menu
Right mouse click on the legend of the Graph View to prompt the following menu:




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Figure 3.35: The Legend Menu.

The Legend Menu consists of the following items:
        Hide Legend: To hide the Legend. (Unhide via default / main menu).
        Title: Check mark Title to show the title for the legend. The title font and color can be specified in
        their corresponding menu options.
        The Title submenu only appears when Title is check marked. In this submenu the title text as well
        as the font and color can be changed. It is the same as the Title menu for all other elements, see
        paragraph 3.2.3 „Title menu‟.
        Left/Right/Top/Bottom: Change the position of the Legend to the left, right, top or bottom of the
        Graph View respectively.
        Font: Change the font of the Legend-text (labels of the Dimension Values).
        Text color: Change the color of the Legend-text.
3.2.5 Series menu
Right-mouse click on a series in the Graph View to prompt the following menu:




Figure 3.36: The Series Menu.

The following options are available for individual series:
            Gallery: Change the series from Line to Bar or the other way around. This option is only
            available for Bar and Line Graphs.
            Color…: To change the color of the series.




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Figure 3.37: The Point labels submenus of the Series Menu.

             Point labels: You can control the display of the Point labels for a series:
                 o    Automatic: Point label settings from the Main Menu will be used.
                 o    On: Displays point labels for this series, regardless of the Main Menu setting.
                 o    Off: Hides point labels for this series, regardless of the Main Menu setting.
             Point Label Color: You can adjust the color of the Point labels for a series:
                 o    Automatic: The point label color settings from the Main Menu will be used.
                 o    Color…: Choose a specified color for the Point labels for a series from the color
                      palette.
             Plot on second Y-axis: Use this option to plot individual series on the second Y-axis.
             Clicking on this option plots the selected series on the second Y-axis. This option is only
             available when the global setting for Second Y-axis (in the main menu) is set to „Custom‟.
             This way a custom selection of series can be plotted on the second Y-axis.
             Unstack: Stops the stacking after this series and begins a new stack. Only available when
             the Graph is stacked (a main menu option).
3.2.6 Axis menu
Right-mouse click on an axis in the Graph View to prompt the following menu:




Figure 3.38: The Axis Menu.

The following options are available for axes:
        Title: Check mark to show Title for that axis.
        Scaling: The dialog that now pops up depends on the type of axis.
        The “Label axis” dialog looks like this:




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       Figure 3.39: Label axis form.

       o   Manual, label every …: When unmarked, the number of labels on this axis is determined
           automatically, when marked you can specify the frequency of the labels.
       o   Manual, Max. label length: When unmarked, the length of the labels on this axis is not
           cropped, when marked the labels will be cropped to the specified maximum length (in
           characters).
       For a “Value axis”, the following dialog appears:




       Figure 3.40: Value axis form.

       o   Manual Min: When unmarked, the scaling is done automatically, when marked, you can
           specify the minimum value of the axis.
       o   Manual Max: When unmarked, the scaling is done automatically, when marked, you can
           specify the maximum value of the axis.
       o   Manual Step: When unmarked, the number of ticks is determined automatically, when
           marked, you can specify the frequency of the ticks.
       o   Free Space: Use this option to set the percentage white space for a numeric chart axis. This
           option can be useful when pointlabels and axis labels are truncated. For example, consider
           the following horizontal bar Graph:




           Figure 3.41: Demonstration of the Free Space option.




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           The arrow indicates that the point label and the axis value are both truncated. Right mouse
           click on the axis and choose scaling in the popup menu. Check mark the option „Free Space‟
           and set its value to 20%. This way the point label as well as the axis value are shown
           completely, as demonstrated in the figure below:




           Figure 3.42: The result of the 'free space' option.

       o   Decimals: Enter the number of decimals to display. This setting applies to both the values on
           this axis, and the point labels.
       o   ScaleUnit: Scale the axis with the value specified in this box. The value on the axis will be
           divided by the specified number, while the Scale Unit will be visible in the axis label, i.e. the
           axis label changes to „label name (x ScaleUnit)‟.
       o   Inverted: When marked, the Graph is displayed upside down (the minimum value is at the top
           and the maximum value at the bottom of the Graph).
       Orientation: Change the orientation of the labels on the axis. Possible options in the submenu
       are Horizontal, Vertical and 45 Degrees.
       Grid: Show/hide gridlines for this axis.
       Interlaced: Check mark to interlace the background of the chart.
       Staggered: Check mark to stagger the labels for this axis.
       Color Ranges…: Use this option to create one or more solid color block(s) in the background of
       the Graph area. Clicking on this option shows the following pop-up menu:




       Figure 3.43: The color ranges form for a Value Axis.

        First of all select the option box with „Absolute Values‟ to choose between which values the
       color block should appear, or select the „Percentage of axis‟ option box to select between which
       percentages of the Axis Values the color block must appear. Then enter the appropriate values in
       the „From‟ and „To‟ textboxes. Click the command button below „Color‟ to select the color of the




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        solid block. Finally select apply to insert the color block. Use add and remove to create multiple
        solid color blocks in the background of the Graph.
        Example
        Suppose we want to create a red, green and yellow block in the Graph below. In this example it
        can be used to indicate whether certain figures fulfill the preset expectations (indicated by a red
        (negative) / yellow (average) / green (positive) scale behind the chart).




        Figure 3.44: We need to add a Solid color block to this Graph.

         Click with the right mouse button on the horizontal Value Axis and select „Color Ranges…‟.
        Enter the values as indicated in Figure 3.43: The color ranges form for a Value Axis. and click on
        „Apply‟ and then on „Ok‟. The result is visible in the figure below:




        Figure 3.45: A color block is added to the background of the Graph.

        It is possible to add a total of nine different color blocks behind the chart‟s series.
        Font: Change the font of the axis labels.
        Text color: Change the color of the axis labels.
Example
Below is an example of a Marketing Tracker bar-chart, containing an interlaced Y-axis (where label
orientation is set to 45 degrees), and a horizontal Period axis with staggered labels. All options described
in this chapter demonstrate the level of possible customization within Marketing Tracker Charts, such that
charts can easily be adapted to fulfill the user‟s needs.




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Figure 3.46: Example Graph View to show the different options for the axes of the Graph.

3.2.7 Explanation of Graph types
The MarketingTracker offers a wide variety of Graphs for displaying your data. There are nine main Graph
types, with several subtypes. The main Graph types are:
             (Vertical) Bar Graph
             Horizontal Bar Graph
             Line Graph
             Pie Graph
             Area Graph
             Step Graph
             Scatter Graph
             Radar Graph
             Bubble Graph
Each of these main Graph types will be explained in detail in the next sections.
Bar Graph
Bar Graphs, also known as Bar Charts, represent data as series of rectangular bars of lengths
proportional to the value they represent. Bar Graphs are a very common type of Graph best suited for a
qualitative independent variable. It is possible to extract trends between the individual bars (e.g., they are
gradually getting longer or shorter), but it is impossible to calculate a slope from the heights of the bars,
like we can for example compute for smooth line Graphs. In Marketing Tracker Bar Graphs can be either
two or three-Dimensional.
In Bar Graphs the Across Dimension is used for the horizontal axis of the Graph. The Down Dimension is
used for the data values of the Graph, positioned on the Y-axis.
Use Bar Graphs to show for example:
             Trends of one or more items over time.
             Relationships between different items.
Use Stacked Bar Graphs to show for example:
             The relationship of individual items to the whole.
             Trends in data, emphasizing the relation to totals.



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Use Clustered Bar Graphs to compare for example:
             Data for different items over time.
             Data for different items over different Dimensions.
Stacked Bar Graph: In a Stacked Bar Graph, also known as a Composite Bar Graph, bars are stacked on
top of each other to make a column of data and show a cumulative total for the column.
An advantage of using Stacked Bar Graphs arises when the sum of all the variable values in a bar is the
same for each bar. This way the proportion of individual items to the whole bar can be compared easily
over all stacked bars.
A disadvantage of using stacked bar Graphs is that there is no common baseline for the individual
elements in the stacked bar, making it hard to compare individual elements in bars with each other.




Figure 3.47: An example of a Graph View containing a Stacked Vertical Bar Graph.

Clustered Bar Graph: In a clustered Bar Graph, also known as a grouped Bar Graph, each column of data
appears as a cluster of bars, one for each data row. Colors are used to indicate the different Dimension
Values that are grouped together.




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Figure 3.48: An example of a Clustered Bar Graph.

Horizontal Bar Graph
A Horizontal Bar Graph has the same properties as a Vertical Bar Graph, but is oriented horizontally
instead of vertically. This means the dependent variable is shown on the horizontal scale. Therefore it is
also useful for comparing items at the same time, but less useful for comparing items over time. A
Horizontal Bar Graph can be two or three-Dimensional.
The Down Dimension is used for the data values of the Graph, positioned on the horizontal axis. The
Across Dimension is used for the vertical axis of the Graph.
Use Horizontal bar Graphs to show:
             Relationships between different items.
Use Stacked Horizontal Bar Graphs to show:
             The relationship of individual items to the whole.




Figure 3.49: An example of a Horizontal Bar Graph.




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Line Graph
A Line Graph is a Graph consisting of one or more lines, where each line shows the relation between two
or more Dimension Values. A Line Graph shows trends in data at equal intervals. Line Graphs are useful
for comparing data for a large number of Dimension Values. A line Graph can be two or three-
Dimensional and can have markers on its lines.
The Across Dimension is used for the horizontal axis of the Graph. The Down Dimension is used for the
data values of the Graph, positioned on the Y-axis.
Use Line Graphs to show:
            Trends of one or more items over time.
            Relationships between different items.
Suppose we want to show the sales data of certain products over the year 2001 and the first semester of
2002 using a Line Graph, as shown in the Figure below. The sales figures in May and June 2001 as well
as in November and December 2002 are peaks in the Graph. Also the sales figures over the whole period
increase slightly.
Line Graphs are really useful to see these kinds of trends at once. We can also notice that the sales
figures of Audio Div are always higher than the sales figures of Video Div over the whole period, but they
both follow the same trends (i.e. peaks in the same months and increasing sales figures over the whole
period). So the relationship between different items can also be seen at once in this Line Graph.




Figure 3.50: An example of a non-smooth Line Graph.

Marketing Tracker also offers the option to draw above Line Graph with smooth lines. This gives a visually
better effect, but is less accurate compared to the non-smooth Line Graphs.




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Figure 3.51: An example of a smooth Line Graph.

It is possible to add markers and point labels to a Line Graph. An example of a Line Graph showing both
point labels and Markers is displayed in the Figure below:




Figure 3.52: A Line Graph with Point Labels and Markers.



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Pie Graphs and Doughnut Graphs
Pie Graphs, also known as Pie Charts or Circle Graphs, represent data as sections of a circle, making the
sections look like slices of a pie. The size of each section in a Pie Graph shows the proportion of this
section to the whole pie. Doughnut Graphs are variations of Pie Graphs. They represent data in slices as
well, but the center of the circle is empty, making the circle look like a ring. A Pie Graph and Doughnut
Graph can be either two or three-Dimensional.
The Down Dimension is used for the parts and size of the parts of the Graph. Each Dimension Value in
the Across Dimension corresponds to an individual pie. For example setting a Period Dimension on the
Across Edge containing six periods, results in six individual Pie Graphs.
Use a Pie Graph or a Doughnut Graph to show:
             The relationship of parts to the whole.
This relationship can be seen in the example below, showing the sales figures of different products in a
certain month. It can be seen immediately that Camcorder has the highest sales figures, while Audio Tape
has the lowest sales figures.




Figure 3.53: An example of a Pie Graph.

Setting more than one period on the Across Edge results in multiple Pie Graphs. In the Figure below the
costs for different products are shown in three Pie Graphs, each one corresponding to a certain month.
One can easily observe that in these three months compared to the other products, the percentage of
costs of the Audio Div products decreases, the percentage of costs of the Video Div products increases
and the percentage of costs of Total products remains the same. Be careful with percentages in Pie
Graphs, the results below do not necessarily imply that the actual costs of the individual products increase
or decrease during these three months, as the cost figures are not constant over time.




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Figure 3.54: Multiple Pie Charts in a Graph View.

A Doughnut Graph has a different visual effect compared to a Pie Graph. The usage is precisely the same
though. An example of a 3D doughnut Graph is visible in the Figure below.




Figure 3.55: An example of a Doughnut Graph.




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Area Graph
Area Graphs represent data as filled areas. Area Graphs show the same kind of information as Bar
Graphs and Line Graphs, but Area Graphs emphasize the volume of the data shown in the Graph. An
Area Graph can be two or three-Dimensional.
The Across Dimension is used for the horizontal axis of the Graph. The Down Dimension is used for the
data values of the Graph, positioned on the Y-axis.
Use Area Graphs to show:
             Data relationships between several items.
             Trends in data, emphasizing the amount of change.
Use Stacked Area Graphs to show:
             The relationship of individual items to the whole.
             Trends in data, emphasizing the relation to totals.
The option stacked for a 2D Line Graph is disabled. But this result can be achieved by using Area Graphs.
This is because a non-stacked Area Graph is the same as a Stacked Line Graph. Be aware when creating
non-stacked Area Graphs to show the Dimension Values for the Down Dimension in decreasing order
(from top to bottom), otherwise some Dimension Values will not be visible. This is illustrated in the figure
below:




Figure 3.56: The Camcorder Costs Figures will not be visible, as they are lower than the Audio Div costs.




Figure 3.57: Switching Camcorder and Audio Div on the Down Edge solves the problem.




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Below is a Stacked Area Graph, showing the sales figures of the Audio Div product across Australia,
America and Europe during 2001 and the first semester of 2002. As for Line Graphs, one can easily see
the trends for the individual continents (each color represents a continent). They all follow the same trend
(i.e. peaks between May, June 2001 and November, December 2002). One thing not visible in a Line
Graph, but visible in this Stacked Area Graph, is the highest sales figures for all three continents together
occur in December 2001. This is an example of a result which is only visible in stacked Graphs.




Figure 3.58: An example of a stacked Area Graph.

Step Graph
Step Graphs are used to represent data as joined columns. A Step Graph can be seen as a combination
of a Bar Graph and a Line Graph. The slopes of a line in a Step Graph are always precisely horizontal or
vertical. A Step Graph can be either two or three-Dimensional.
The Across Dimension is used for the horizontal axis of the Graph. The Down Dimension is used for the
data values of the Graph.
Use Step Graphs to show:
             Relationships between different items. Most of the times this can be better visualized using a
             Line Graph.
             Trends in data, emphasizing the amount of change.




Figure 3.59: An example of a Step Graph showing the Variance (in %) of the Total products over the year 2001.




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Scatter Graph
Scatter Graphs represent data as a set of data markers. It differs from a Line Graph because there is no
line connecting the markers in a Scatter Graph.
For the Down Dimension: The first Dimension value is used for the horizontal axis and the second
Dimension value is used for the Y-axis. The Across Dimension and second down Dimension are used for
the amount of observations (markers).
Use Scatter Graphs to show:
              The correlation between two Dimension Values from the same Dimension and to View actual
              measurements or observations on a grid, possibly revealing patterns and trends in those
              data.
As an example we show the correlation between the sales data and costs of certain products in Canada
over January 2001, the results are shown in the Figure below. One can easily observe the above average
proportion of Sales/Costs for the Port Stereo and Tuner products, and the below average proportion of
Sales/Costs for the Color TV‟s. Also notice that the average Sales/Costs ratio is approximately equal to 2,
and notice that most products lie on the line corresponding to this ratio.
Also notice there are only twelve different characters used in Scatter Graphs, so be sure which item
corresponds to which marker when copies of the same character exist (this can be read off from the
series tooltip for example).




Figure 3.60: An example of a Scatter Graph. This Graph shows the correlation between the costs and sales of the
products in the Product Dimension.


   Note:
   When using two variables in a Graph, but the data points fall at uniform intervals along the horizontal axis, it is generally
   better to use a line Graph with symbols instead of a Scatter Graph. And when Graphing against three variables use a bubble
   Graph (where the third variable is shown as the size of the bubble along the horizontal and vertical axis.


It is also possible to use only one kind of data marker in a Scatter Graph. Use this type of Scatter Graph



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to show the existence (or non-existence) of a correlation between two Dimension Values of the same
Dimension.

To use only one kind of data markers in a Scatter Graph right click on the legend of the Scatter Graph to
show the Legend menu, then click on „Hide Legend‟. The result of this operation is shown in the figures
below:




Figure 3.61: Hide the legend of a Scatter Graph to use only one kind of data markers.




Figure 3.62: The result of the 'Hide Legend' operation.

It is possible to set the Marker size via the option „Lines and Markers‟ in the Graphs Main Menu. Setting
the Marker size to 0 or 1 changes the data Markers to dots instead of plus signs. The other options in the
Lines and Markers menu (i.e. Line Width and Show Markers) have no effect in Scatter Graphs, obviously.



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In the situation of Figure 3.62, use the option „Marker Legend‟ from the Graphs main menu to display the
Marker Legend and use different data markers again.
Radar Graph
A Radar Graph, also known as a Spider Graph or Star Graph, uses a radial grid to display data items. In a
radial grid, the scale value grid lines circle around a central point, this point represents the value zero. The
further away a data item is from this center point, the higher its data value is. Like in a line Graph, a line
connects all data items in a data series. The relative position and angle of the axes is uninformative.
The Down Dimension is used for the data values of the Graph. The Across Dimension is used for the
vertices of the polygon representing the Graph. You need at least three Dimension Values for the Graph
to make sense (i.e. a polygon with only two vertices corresponds to a line and has an area equal to zero).
Use a Radar Graph:
            To compare different items with each other on multiple measures.
            Showing trends in data of an individual item, where the trend is measured by the distance of a
            Dimension Value from the center.
In the Figure below we see the high peaks in the Sales data of Audio Div products across Europe in
November, December 2001 and in May 2002. This is an example of a trend for an individual Dimension
Value. We can also see that the sales figures for America are similar to the ones in Europe between
January 2001 and December 2001. In January 2002 the sales figures in America drop and are equal to
the sales figures of Australia for the next five months. This kind of fluctuations can be read off easily in
Radar Graphs.




Figure 3.63: An example of a Radar Graph.

Bubble Graph
Like Scatter Graphs, Bubble Graphs represent data as a set of data markers. Unlike a Scatter Graph the
size of the data marker (indicated as a bubble) represents the size of the third Dimension Value. This
means Bubble Graphs are used to chart three variables in two Dimensional Graphs.
The size of the third Dimension Value (indicated by the size of the bubble) is typically used to show the
data point‟s importance.
The Down Dimension, the first Dimension Value is used for the horizontal axis; the second Dimension
Value is used for the Y-axis and the third Dimension Value is used for the size of the bubble (marker). The
Across Dimension is used for the amount of observations (markers).



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Use Bubble Graphs to show:
             The importance of data points in a Graph.
The Figure below shows the use of a Bubble Graph. In this Figure the Price, Units and Costs/Unit data in
Europe are plotted for three products (Camcorder, VCR and TV) during January 2001. We see for
example that the high price for a camcorder comes from the high costs/unit (it has a large bubble). But
although the high price, more Camcorders than VCR‟s are produced in Europe in January 2001. We can
also notice that the costs/unit and the price for VCR and TV is almost equal. But there are more TV‟s than
VCR‟s produced in January 2001 in Europe, this can for example imply the popularity of TV‟s above
VCR‟s.




Figure 3.64: An example of a Bubble Graph.


   Note:
   Changing the linewidth of the Graph can make Scatter, Radar and Line Graphs more clearly.
   In a Scatter or Bubble Graph you can only show the correlation between two or three items of the same Dimension.
   Use the data label value to name the bubbles in a Bubble Graph or the markers in a scatter Graph.


Use a second Y-axis if you want to show two different items with widely different value ranges in the same
Graph. For example Sales and Price.
3.2.8 Multiple Panes
Sometimes it is useful to plot individual series in different Graphs, instead of plotting all series in the same
Graph. This can of course be achieved by the tedious process of creating a different Graph View for each
of the individual series. Marketing Tracker offers a new option called „Multiple Panes‟. Using this option
each of the individual data series of a Graph View will be contained in an individual pane, with an
individual scale for each data series. All panes together generate only one Graph View.

For example consider the following situation: Suppose we created a Graph View, where each data series
has a totally different range (for example Costs, Units and Costs/Unit of a Facts Dimension, see Figure
3.65). It is inadvisable to plot all series in one Graph View, obviously. Instead of creating different Graph
Views for each of the individual data series, Multiple Panes can be used to reach the desired result
instantly. Each pane has its own scale on the axes, such that every Facts Dimension Value can be scaled
individually. The range of each of the individual axes can even be scaled automatically.

The advantage of using Multiple Panes above plotting all data series in one pane and vice versa
Using Multiple Panes has advantages as well as disadvantages; some of them will be discussed in this



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section. Some advantages of using Multiple Panes:
            Dimension Values having a completely different range can be plotted in different panes easily.
            An example can be displaying the Dimension Values of a Facts Dimension over a certain time
            period (see Figure 3.65 and Figure 3.66).
            All panes together generate only one Graph View. This way all panes can be added to a
            Dashboard together at once, for example.
            The option multiple panes only takes one mouse-click, this way it saves a lot of time
            compared to creating all panes individually.
Some advantages of using one pane instead of Multiple Panes:
            The difference between different Dimension Values of a certain Dimension can be better
            visualized. For example comparing the sales data of different products in one time period.
            There are more chart types available when using only one pane.
            It takes less space plotting all data series in one pane than using Multiple Panes.

Example:
Consider the following Graph View containing a Vertical Bar Graph of a Facts Dimension (costs, units and
costs/unit) over 2001:




Figure 3.65: An example of a Graph View where the option Multiple Panes comes in handy.

As you can see, the costs are much higher than the units, and the costs/unit are not visible because their
values are extremely low compared to costs.

Using the option Multiple Panes one can create individual panes for the data series costs, units and
costs/unit instantly. This way the progression/digression of each of the individual Dimension Values of the
Facts Dimension can be shown over 2001. The result of the Multiple Panes operation is visible in the
Graph View of Figure 3.66:




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Figure 3.66: Using Multiple Panes.

How to use Multiple Panes
Start using Multiple Panes by selecting the option “Multiple Panes” from the chart context menu (see
Figure 3.24 and Figure 3.67). The option Multiple Panes is enabled whenever there is more than one data
series, i.e. more than one item selected in the down Dimension(s).

  Note:
  The option Multiple Panes is never available for pie, radar, scatter and bubble chart types.




Figure 3.67: The Multiple Panes menu, which is contained within the Main Chart menu.



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This menu contains the following options:
        None: Select the option none to stop using Multiple Panes and return to the original Graph View
        with one pane. This way each of the data series in the individual panes will be plotted in one
        pane.
        Vertical: Use the option Vertical, to display all panes above each other (vertically). Available
        Graph types for vertical panes are Line, Bar, Step and Area Graphs. The option vertical panes
        can be used for example to show facts data of different products, with an individual pane for each
        fact, as demonstrated in the example below:




        Figure 3.68: An example of using Vertical Panes. The upper picture shows an ordinary Graph View, and the
        lower picture shows the same Graph View using Vertical Panes.



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       Horizontal: After selecting the option Horizontal, all panes are displayed sideways (horizontally).
       A horizontal bar chart is the only gallery allowed for horizontal panes. The gallery of your Graph is
       automatically set to a horizontal bar chart when using horizontal panes. Use this option for
       example to display facts for individual products, as demonstrated in Figure 3.69 below:




       Figure 3.69: An example of using horizontal panes. The upper picture shows an ordinary Graph View, and
       the lower picture shows the same Graph View using Horizontal Panes.

       Axes: By default all panes use the same vertical axis. Changing the settings of the vertical axis
       will affect the vertical axes of all panes. You can give each pane its own axis by choosing “Axis
       per Pane” from the “Multiple Panes” sub menu (see Figure 3.67). The settings of the axes per
       pane are copied from the main vertical axis to the individual axes and are saved with the Graph.



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       You can alter the settings of the vertical axis of a pane using the context menu of this axis.

       You can use the option “Reset Pane Axes” to create fresh copies of the main vertical axis settings
       for each pane.




       Figure 3.70: In the upper picture all vertical axes are equally scaled. This way the axis for the Asia Pane has
       a too large range. This can be altered by using the „axes per pane‟ option (the result is shown in the lower
       picture).

       By using the option horizontal panes it might happen that the labels of the axes of two individual
       panes overlap each other. If this is the case go to the axis menu of a pane and choose scaling. In
       the pop-up menu appearing choose a larger scale unit, or reduce the number of decimals. This



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       way the overlap might disappear. Notice that the space between two individual panes is fixed in
       Marketing Tracker. An example of removing an overlap between the values on two axes is given
       in Figure 3.71 below:




       Figure 3.71: The overlap in the upper picture is removed by reducing the number of decimals by 2 and
       setting the ScaleUnit to 1000. The result is shown in the lower picture.




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        Another option to solve this problem is setting the Free Space percentage to a proper value
        between 0% and 100%. A percentage between 10 and 20% is enough most of the times.
        Pane titles: Each pane has its own title. By default the name of the data series is displayed in the
        pane title. The chart legend is hidden, because it also displays the name of the data series. You
        can unhide the chart legend using the standard chart menu.

        All pane titles can be hidden using the “Show Pane Titles” option from the “Multiple Panes” sub
        menu. You can change the Font and Text Color of the pane titles from this sub menu as well.
        Horizontal panes display their pane title in the axis title of the pane. Horizontal panes lack a useful
        pane title, so the horizontal pane „borrows‟ the axis title. Consequently the axis title of a horizontal
        pane is not displayed. It can only be displayed by turning off the “Show Pane Titles” option.
        Alternatively you can edit each pane title manually to incorporate the axis title information.

        Editing pane titles: You can stop using automatic pane titles by setting the “Automatic Pane
        Titles” option to false in the “Multiple Panes” sub menu. By disabling this option it is possible to
        create your own titles for individual panes.
        The options “Edit Pane Titles” and “Reset Manual Pane Title” are enabled after you set
        “Automatic Pane Titles” to false.
        “Edit Pane Titles” is only enabled if you right-click inside the pane where you want to edit the title.
        This option will NOT be enabled when right-clicking the pane title itself. Using this option it is
        possible to create a new title for a pane.

        “Reset Manual Pane Title” will reset all previously edited pane titles to their default content.

        There are some remarks to creating manual pane titles; these will be illustrated by the following
        example:
        Look at the Graph View in the lower picture in Figure 3.71. By disabling the option „Automatic
        Pane Titles‟ the scale unit „(x1000)‟ in the pane titles will be removed, as shown in Figure 3.72
        below:




        Figure 3.72: Disabling „Automatic Pane Titles‟ removes the Scale Unit in the Pane titles.

        Also notice that a manual pane title unlike an automatic pane title belongs to the pane and not to
        the Dimension Value plotted in the pane. By switching two Dimension Values (using the selector
        tool) only the Dimension Values switch and not the manual Pane titles. So make sure to create
        manual Pane titles after the order of the Dimension Values in the panes is fixed. It is of course
        always possible to reset the manual pane titles, as described above.

Graph properties are attached to the panes
Notice that most Graph properties are attached to the pane and not to the Dimension Values. It is


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therefore better to select all needed Dimension Values and the desired order of the panes, before
changing Graph properties in individual panes. An example of what can happen if it is done the other way
around is illustrated below:

Suppose we have the same Graph View as in Figure 3.72, but the right pane (showing the Video Div
Product Dimension Value) has a manual title („My own title‟) and the point labels are displayed in the left
pane. This situation is shown in Figure 3.73 below:




Figure 3.73: An example situation using two panes.

Suppose the order of the two products is changed using the selector tool, so the „Audio Div‟ Dimension
Value will be displayed in the right pane and the „Video Div‟ Dimension Value will be displayed in the left
pane. The result of this operation is given in Figure 3.74 below:




Figure 3.74: The result of switching two Dimension Values.

As expected the Video Div Product Dimension Value has its title back, gets point labels and receives the
scale of the Audio Div Dimension Value, while the Video Div Dimension Value receives the properties
(title, scale of the axis, no point labels) of the right pane. Of course everything can be changed to the
desired situation manually in this case.



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Multidimensional Multiple Panes
It is also possible to set more than one dimension on the across or down edge while using multiple panes.
This option is illustrated for the across edge in Figure 3.75 and for the down edge in Figure 3.76. For
clarity reasons, it is inadvisable to use more than two dimensions on the down (or across) edge at once.




Figure 3.75: An example of using two dimensions on the across edge with multiple panes.




Figure 3.76: An example of using two dimensions on the down edge with multiple panes.




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4 Selecting Data
An important feature of the MarketingTracker is the possibility of selecting data in a View. Only the data of
personal interest can be obtained, by making selections on the Dimension Values of the View. Say you
are interested in five key products out of a product range of hundreds. You can select those five products
out of the Product Dimension, thus avoiding searching long lists to find the preferred data. Marketing
Tracker has a Selector tool to make a custom selection on the Dimension Values of a Dimension.
The most intricate selection techniques provided by the Selector tool are also explained by examples
given after each selection method.

4.1 Selector
The Selector is a form that enables you to perform a selection on the Dimension Values of a specific
Dimension. This form can be opened as follows:
 Right click on the Dimension Tile or on a Dimension Value and choose the Selector command from the
shortcut menu that appears.
Or
 Double click on a Dimension Tile or on a Dimension Value.
After opening the Selector a form similar to the one below will be shown:




Figure 4.1: The Selector form of a Period Dimension.

In the Selector you have access to a broad range of selection methods on the items of a Dimension. The
tabs of the Selector form provide access to all these methods:



Figure 4.2: The different tabs of the Selector form.

Below is a brief explanation of each selection method, for more details and examples refer to the
corresponding sections below:
              List: Use this method to select individual Dimension Values from a list containing all the
              Dimension Values of the selected Dimension.




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             Related: Use this method to select items based on a given relation. For example, months and
             quarters can be related to a year Dimension Value. This way it is possible by the related
             selection method to select all months or quarters of a specific year.
             Hierarchy: Use this method to select items based on hierarchy levels. For example, select all
             products that belong to a specific product group, or select all countries of a specific continent.
             Match: Use this method to select items matching a certain text pattern. For example, select
             all products with a similar name, or select all countries starting with an „a‟.
             Exception: Use this selection method to select items for which the data lies in a specified
             range of values. For example, select all products with sales in January greater than € 10.000.
             Top/Bottom: Use this method to select top or bottom items, given a set of criteria. For
             example, select 10 products with the highest sales margin.
             Sort: Use this method to sort selected items. This way Dimension Values can be sorted
             alphabetically or by their Dimension Value for example.
             Basket: Use the Basket tab to store selected items temporarily. This way it is possible to
             combine multiple selection methods with each other.
             Load/Save: Use this tab to load or save selections by name.
You can make very complex selections by using various selection methods simultaneously. For more
information on combining multiple selection methods simultaneously see section 4.1.10.
The following items are contained on all tabs of the Selector (see Figure 4.1):
        The Change Dimension drop-down box: This drop-down box contains all Dimensions of the
        active View. With this drop-down box you can switch to another Dimension without closing and
        again opening the Selector from your View.
        The Selected items list: A list of the currently selected Dimension Values. The order in which the
        selected Dimension Values are displayed in the View can be changed. Select the item you want
        to move up or down, move the item to the desired position and release the mouse button. This
        action can be performed on all the tabs of the Selector.
        Clear: The Clear button under the Selected items list obviously clears the entire Selected items
        list.
        Add to Basket: The Add to Basket button adds the selected items to the basket (where the
        Basket is a temporary storage of the selected items).
        OK: The OK button confirms the selection and applies the selection to the selected Dimension of
        the View.
        Cancel: The Cancel button returns to the View without making a selection.
        Help: The Help button shows information on working with the Selector.
        Use intelligent restore: See paragraph 4.2 „Use intelligent restore‟ for explicit information on this
        option.
4.1.1 List
The first selection method on the Selector form is the List selection method. Use a List selection to make
simple “point and click” selections. On the left side of the form is a list of all possible Dimension Values of
the selected Dimension, from this list individual Dimension Values can be selected.
This selection method is especially useful for selecting individual (non-related) Dimension Values from the
total items list. Use the  and signs to go down or up one hierarchy level respectively in the list with
Dimension Values. This way it is possible to select a custom list with Dimension Values of different
hierarchy levels at once. See example 1 further on in this section for more details.
The List tab of the Selector looks like:




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Figure 4.3: The List tab of the Selector form.

The List tab of the Selector form contains the following elements:
         Total items list (the left window): This list contains all Dimension Values of the selected
         Dimension. From this list you can select the individual items. Above this list „Total (x items)‟ is
         shown, where x indicates the total amount of items displayed. In case of a hierarchical Dimension,
         click the plus    sign to expand the hierarchy or click the minus    sign to collapse it.
         Expand All: This button will be active on the List tab when selecting from a hierarchical
         Dimension. Click this button to expand all Dimension Values.
         Expand Branch: This button will only be active on the List tab if the selected Dimension is
         hierarchical. Select an item preceded by a plus   sign. Click the Expand Branch button to
         expand all descendants of the selected item.
         Several ways of selecting items:

               First select the preferred items in the Total items list and click the „Add‟ button          to add
                the selected items to the current selection.

                        Click the „Select All‟ button to add all items from the Total items list to the current
                   selection.

                       Click the „Select Branch‟ button to add all descendants of the selected item to the
                   current selection.
               Double click on an item in the Total items list to add this item to the current selection.
               Select the items in the Total items list and drag them to the Selected items list to add
                them to the current selection.




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         Several ways for deselecting items from the Selected items list:

             Select the items in the Selected items list and click the „Remove‟ button               to remove
              them from this list.
             Double click on an item in the Selected items list to remove it from the list.
             Select the items in the Selected items list and drag them to the Total items list to remove
              them from the list.
             Click the „Clear‟ button to remove all items from the Selected items list.
Example 1
Look at Figure 4.3 where the Selector form of a Geography Dimension is shown. The Dimension Value
„World‟ is expanded once, such that the continents America, Europe, Asia and Australia are displayed.
After this also the Dimension Value America is expanded once, and finally the Dimension Value Canada
is expanded once. Suppose we want to select all the Dimension Values now displayed in the Total items
list, except for the Dimension Value „Denver‟:

 Then click on the        „Select all‟ button to add all items in the Total items list to the current selection.
After this double click on Denver in the Selected items list to remove it from the selection.
Notice it is also possible to remove Denver from the list by selecting Denver and clicking the „Remove‟

button       or by dragging Denver to the Total items list, as described above.
Notice that this selection contains a non-related sub-collection of all possible Dimension Values. The list
tab is the preferred tab to perform this kind of selections.
Example 2
In this example we perform the same selection as in Example 1, but in a different way. This means we
perform again a selection on a Geography Dimension. But this time only the Dimension Values „World‟
and „Americas‟ are expanded, as shown in Figure 4.4:




Figure 4.4: Performing a selection on a Geography Dimension


First click on the       „Select all‟ button to add all eight items in the Total items list to the current
selection.
After this click on the Dimension Value „USA‟ in the Total items list.

Now click on the        „Select Branch‟ button to add all descendents of the „USA‟ Dimension Value to
the current selection.
Finally double click on „Denver‟ in the Selected items list to remove it from the selection. This way we
have performed the same selection.
Notice that if a Dimension Value contains multiple Hierarchy levels it saves time to add all its descendents
to the current selection by using the „Select Branch‟ button.
Example 3
In this example we select all Dimension Values contained in the Geography Dimension (displayed in
Figure 4.3):




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Select the Dimension Value „World‟. Click on the       „Select Branch‟ button to add all descendents of
the Dimension Value „World‟ to the Selected items list.
As the World Dimension Value is the only Dimension Value on top of the Hierarchy chain, all items are
selected this way.
4.1.2 Related
The Related tab is used to select items that are related with items of another Dimension. This tab is only
available if there is a relation between Dimensions, for instance Product-Division, Month-Year or valid
Product-Country combinations.




Figure 4.5: The Related tab of a Period Dimension.

This tab contains the following options:
        Relation values: Use this list box to select the item(s) for which you want to select the related
        items. The relation determines the contents of the Relation Values list box.
        For level(s): Use this list box to select the level of the items you want to select (only for
        hierarchical Dimensions).
        Change Relation: Use this drop-down box to select the relation, on which the selection is based.
To select items based on a relation:
 In the Change Relation drop-down box select the relation to be used.
 In the For level(s) list box, select the level of the items you want to select.
 In the Relation values list box, select the relation item(s).
 Use one of the following buttons to the left of the Selected items list:
             The Select button: This button selects all items that match the specified relation criteria.
             These items will replace the current selection in the Selected items list.




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             The Add button: This button adds all items that match the specified relation criteria to the
             Selected items list. These items will be appended to the current selection.
             The Keep button: This button keeps all items matching the specified relation criteria in the
             Selected items list. All other items will be removed from the list.
             The Remove button: This button removes all items matching the specified relation criteria
             from the Selected items list. All other items will remain in the list.
Example 1
Suppose you want to create a report with the sales figures of the cities where the products are sold
through the salesperson Mary. You can use the relation Salesperson - City to make this selection.
 Go to the Related tab of the Selector and select the Dimension Geography at the bottom of the form.
 Select the relation Salesperson - City. You can see that the listbox with the related values changes.
 Select the level Region.
 Select the related value „Mary‟.




Figure 4.6: The Related tab of the Selector form.

 Click the Select button, to select all the regions where the products are sold by Mary, see picture
above.
 Click the OK button to confirm your selection.
In the View you can see that the Dimension Geography now contains the 5 selected Dimension Values.
Example 2
Suppose we want to perform a selection on the Dimension Values of a Period Dimension, such that all
months of 2001 except for December and all months of the first Quarter of 2002 are selected (see Figure
4.5). This selection can be performed by the list selection method as well as by the related selection
method. We begin by using the related selection method:
 Go to the related tab of the Selector form. Select the relation „Year-Month‟ in the „Change relation‟ drop-
down box.




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 Then select 2001 as the relation value and click on the „Select‟ button. All months in 2001 will now be
added to the current Selection.
 Now change the relation to „Quarter-Month‟ in the „Change relation‟ drop down box and select „First
Quarter 2002‟ as the relation value.
 After this click on the „Add‟ button, to add the corresponding months to the selection.
 Finally double click on the Dimension Value „December 2001‟ in the Selected Items list to remove it
from the current selection.
This can also be performed by the list selection method by simply selecting all months ranging between
„January 2001‟ and „March 2002‟ (This can easily be done by holding the Shift-button and clicking on the

first and last month). After this click on the    „Add‟-button to add the selected Dimension values to the
current selection. Finally double click on the Dimension Value „December 2001‟ in the Selected Items list
to remove it from the current selection.
4.1.3 Hierarchy
The Hierarchy tab is used for selecting items based on their levels in a selected hierarchy for that
Dimension. This tab is obviously only available for hierarchical Dimensions.




Figure 4.7: The Hierarchy tab of the Selector form for a Geography Dimension.

The Hierarchy tab contains the following options:
        Select hierarchy: Use this box to change to the hierarchy to use for the selection of the
        Dimension Values. Besides a standard hierarchy there is always a 'none' hierarchy; by selecting
        this hierarchy, the Dimension will be displayed as a normal Dimension without the possibility to
        drill-down.
        Select level(s): Use this box to select the Hierarchical level (also known as Hierarchical depth) of
        the items you want to select.




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To select the items based on hierarchical criteria:
 Select the hierarchy to be used.
 Select the hierarchical level(s) to be used.
 Use one of the following buttons:
             The Select button: This button selects all items within the specified level(s). These items will
             replace the current selection in the Selected items list.
             The Add button: This button adds all items within the specified level(s) to the Selected items
             list. These items will be appended to the current selection.
             The Keep button: This button keeps all items within the specified level(s) in the Selected
             items list. All other items will be removed from the list.
             The Remove button: This button removes all items within the specified level(s) from the
             Selected items list. All other items will remain in the list.


Example 1
Suppose you want to create a report with the sales figures by equipment/parts. You can use the hierarchy
of the product Dimension to make this selection.
 Go to the Hierarchy tab of the Selector and select the Dimension Product at the bottom of the form.
 Select the level Equipment/Parts of the Product Hierarchy.
 Click the Select button, to select all the Equipment/Parts as in picture below.
 Click the OK button to confirm your selection.
In the View you can see that the Dimension Product now contains the 22 selected items.




Figure 4.8: The Hierarchy tab of the Selector form.




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Example 2
Suppose we want to select all countries of a Geography Dimension, except for the ones in Asia. This can
of course be done using the List selection method (as every possible selection can be performed by this
selection method). But notice the effort it would take: First of all we should drill every Dimension Value
down to the Country/Area level. Then we have to select every country individually and add them to the
current selection.
For this kind of selections the Hierarchy selection method comes in handy:
Go to the Hierarchical tab of the Selector form.
Choose „Country/Area‟ in the „Select level(s)‟ drop-down box.
Now click on the „Select‟-button.
Finally double click on all countries in Asia to remove them from the Selected items list.
4.1.4 Match
The Match tab is used to make selections based on matching characters in labels of the Dimension
Values.




Figure 4.9: The Match tab of the Selector form.

The match tab contains the following options:
         Selection pattern: In this text box enter the pattern to be searched for.
         Used patterns are:
         o   Specific characters.
         o   Any single character (?).
         o   Zero or more arbitrary characters (*).
         For level(s): Use this list box to select the level of the items to be searched for (only for
         hierarchical Dimensions).



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To select items based on a matching pattern:
 Type the search pattern to be used.
 Select the Dimension level(s) to be searched in.
 Use one of the following buttons:
            The Select button: This button selects all items that match the specified search criteria.
            These items will replace the current selection in the Selected items list.
            The Add button: This button adds all items that match the specified search criteria to the
            Selected items list. These items will be appended to the current selection.
            The Keep button: This button keeps all items matching the specified search criteria in the
            Selected items list. All other items will be removed from the list.
            The Remove button: This button removes all items matching the specified search criteria
            from the Selected items list. All other items will remain in the list.
Example 1
Suppose we want to perform a selection on the „Regions‟ in a Geography Dimension, such that only the
regions fulfilling either of the following specifications are selected:
        The region name must contain a „t‟ and somewhere further on in the name an „o‟ (as in Santiago),
        The region name must contain an „e‟ as their second character (like Seattle),
        The region has the name NYC (New York City).
Notice that it is possible to perform this selection by using the list sorting method, but then every individual
region must be checked by hand whether it fulfills the specified requirements, which can be a tremendous
task for lists containing many items. So the Match selection method is the preferred method to perform
this selection:
Open the Selector form for a Geography Dimension and go to the Match tab, this tab looks similar to the
one in Figure 4.9.
In the „For level(s)‟ list select „Region‟, which is the lowest hierarchical level for the Geography
Dimension.
Then type the selection pattern „*t*o*‟ in the corresponding text box and click on the „Select‟ button. This
way all Dimension values containing a „t‟ and somewhere further on in the name an „o‟ are added to the
Selected items list. Notice that the pattern recognition algorithm used by Marketing Tracker is not case
sensitive (for example „Toronto‟ is also added to the selection). Also notice that we used the asterisk
character to allow zero or more characters in between the „t‟ and „o‟ (and also before the „t‟ and after the
„o‟).
For the second selection criteria type the selection patter „?e*‟ in the corresponding text box and click on
the „Add‟ button. This way all Dimension Values containing an „e‟ as their second character are added to
the selection. Notice that we used a question mark to specify that only the first character can be arbitrary.
This search pattern is different from the first one as the character „e‟ must be located at a fixed position in
the region name.
Finally type the selection pattern „NYC‟ in the corresponding text box and click on the „Add‟ button. This
way we performed all the mentioned selections. The result of this selection is visible in Figure 4.9.
4.1.5 Exception
The Exception tab is used to make selections based on ranges for data values (greater than, equal to,
between, etc...).




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Figure 4.10: The Exception tab of the Selector form.

This tab contains the following options:
         Select where data is section: In this section the expression for the exception analysis can be
         build. In the drop-down list box one of the following operators can be selected:
         o   Less than
         o   Less than or equal
         o   Between
         o   Greater than or equal
         o   Greater than
         o   Present
         Enter the value(s) for the expression in the text box(es) below the drop-down box.
         For level(s): Use this list box to select the hierarchy level of the items to be selected (only for
         hierarchical Dimensions).
         Based on section: In this section you can select items of the other Dimensions of the View for
         which the selection criterion is evaluated. Only the currently selected items for the Dimensions are
         listed. To change a criterion, click on a Dimension name in the Table and select the desired item
         in the drop-down list box.
         There are two special items on the top of the choice list (for more information on the options ALL
         and ANY see example 2 in this section):
         o   ALL: The expression must be true for all Dimension Values (E.g. Selecting ALL for the Period
             Dimension will select only those Geography items where for all months Sales is greater than
             10,000).




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         o   ANY: The expression must be true for at least one of the Dimension Values (E.g. Selecting
             ANY for the Period Dimension will select Geography items where Sales is greater than
             10,000 in at least one month).
To select items based on an exception expression
  In the „Select where data is‟ section, select the exception criteria for the selection and type the values
for the expression in the text box(es).
 In the For level(s) list box, select the Dimension level(s) for the selection.
 In the Based on section, select the evaluation criteria with regard to the items in other Dimensions.
 Use one of the following buttons:
             The Select button: This button selects all items that match the specified exception criteria.
             These items will replace the current selection in the Selected items list.
             The Add button: This button adds all items that match the specified exception criteria to the
             Selected items list. These items will be appended to the current selection.
             The Keep button: This button keeps all items matching the specified exception criteria in the
             Selected items list. All other items will be removed from the list.
             The Remove button: This button removes all items matching the specified exception criteria
             from the Selected Items list. All other items will remain in the list.
Example 1
Suppose you want to create a report with the regions where the sales of the Audio Division in the month
May 2002 is greater than 10,000.
 Go to the Exception tab of the Selector and select the Dimension Geography at the bottom of the form.




Figure 4.11: The Exception tab of the Selector form.

 Select the expression Greater than and fill in the number 10,000.
 Select the level Region.



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 Select Product in the Based on section and then select the Audio Division in the combo box of this
section.
 Select Period in the Based on section and then select the month May 2002 in the combo box of this
section.
 Click the Select button, to select all the regions that meet the expression and the defined criteria as in
the picture above.
 Click the OK button to confirm your selection.
In the View you can see that the Dimension Geography now contains the 8 selected Dimension Values.
Example 2
Consider the following part of a View:




Figure 4.12: Part of a Table View, showing the sales data of certain products in January 2001.

Suppose we want to select only those products where the sales in January 2001 are between € 17,000
and € 50,000, or above € 150,000.
To perform such a selection open the Selector form for the Product Dimension and go to the Exception
tab (This looks similar to Figure 4.11).
In the „For level(s)‟ list select „Components‟ as only products from the components level are visible in
the View of Figure 4.12.
In the based on list click on „January 2001‟, as this is the period we want to perform the selection on.
Now select „Between‟ as the option in the frame „Select where data is‟ and type the values 17,000 and
50,000 as the lower and upper bound respectively.
After this click on the „Select‟ button and the product(s) where the sales in January 2001 were between
€ 17,000 and € 50,000 are added to the Selected items list.
To perform the second selection click on the option „Greater than‟ in the frame „Select where data is‟
and type the value 150000 in the textbox.
After this click on the „Add‟ button and the product(s) where the sales in January 2001 were greater than
€150,000 are added to the Selected items list.
Close the Selector form by clicking „OK‟ and the part of the View displayed in Figure 4.12 will now look
like:




Figure 4.13: The same part of the View after the selection is performed.




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Example 3
Consider the following View (see Figure 4.14), where for the Period Dimension the first Quarter of 2001 is
selected using the Related selection method, and where for the Geography Dimension the continents are
selected using the Hierarchy selection method.




Figure 4.14: A View containing the sales data of a certain product during the first quarter of 2001 in four continents.

Suppose we want to perform a selection on this data such that only those continents are displayed where
the sales in all the months in the first quarter of 2001 are above € 50,000 and where at least in one of the
months of the first quarter of 2001 the sales are below € 135,000.
Begin by opening the Selector form for the Geography Dimension and go to the Exception tab.
Select „continent‟ in the „For level(s)‟ list and click on Period in the „Based on‟ frame.
Now open the drop-down box in this frame and select „*ALL*‟. In the frame „Select where data is‟ choose
„Greater than‟ and type 50000 in the corresponding textbox.
Finally click on the „Select‟ button to select all continents where the sales in all the months in the first
quarter of 2001 are above € 50,000.
After this change „*ALL*‟ in the „Based on‟ frame to „*ANY*‟ and change „Greater than‟ in the „Select
where data is‟ frame to „Less than‟.
Type 135000 into the corresponding textbox.
After this click on the „Keep‟ button to perform this selection on top of the previous one.
Now click „OK‟ and we see that the View changed to the one below:




Figure 4.15: The same View after the selection is performed.

Notice that America will still be present as the month January 2001 is ANY month where the sales are
below € 135,000, while Asia is gone as ALL of its months the sales are under € 50,000.
4.1.6 Top/Bottom
The Top/Bottom tab is used for selecting items, for which certain data values are highest or lowest, based
on certain criteria.




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Figure 4.16: The Top/Bottom tab of the Selector form.

This tab of the Selector form contains the following options:
        Top/Bottom criteria section: In this section select the option top (the x highest data values) or
        bottom (the x lowest data values) and define the number of items to select.
        For level(s): Use this list box to select the level of the items to be selected (only for hierarchical
        Dimensions).
        Based on section: In this section you can select items of the other Dimensions of the View for
        which the selection criterion is evaluated. Only the currently selected items for the Dimensions are
        listed. To change a criterion, click on a Dimension name in the Table and select the desired item
        in the drop-down list box.
Select items based on top/bottom data values:
 In the Top/Bottom section, select the criteria on which to perform the selection.
 In the For level(s) list box, select the level(s) of the Dimension Values you want to select.
 In the Based on section, select the evaluation criteria with regard to the items in other Dimensions.
 Use one of the following buttons:
             The Select button: This button selects all items that match the specified criteria. These items
             will replace the current selection in the Selected items list. The items will be sorted.
             The Add button: This button adds all items that match the specified criteria to the Selected
             items list. These items will be appended to the current selection.
             The Keep button: This button keeps all items matching the specified criteria in the Selected
             items list. All other items will be removed from the list.
             The Remove button: his button removes all items matching the specified criteria from the
             Selected items list. All other items will remain in the list.



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Example 1
Suppose you want to create a report with 10 regions; 5 regions of the Audio Division with the highest
sales and 5 regions of the Audio Division with the lowest sales in the month may 2002. You want the
regions sorted with the lowest sales first.
 Go to the Top/Bottom tab of the Selector and select the Dimension Geography at the bottom of the
form.




Figure 4.17: The Top/Bottom tab of the Selector form.

 Select the option button Top.
 Select 5 of Geography.
 Select the level Region.
 Select Product in the Based on section and then select the Audio Division in the combo box of this
section.
 Select Period in the Based on section and then select the month May 2002 in the combo box of this
section.
 Click the Select button, to select all the regions with the highest Sales in May 2002 as in the picture
above.
 Select the option button Bottom.
 Click the Add button, to add all the regions with the lowest Sales in May 2002 to the regions with the
highest sales, as in the picture below.




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Figure 4.18: The Top/Bottom tab of the Selector form.

 Go to the Sort tab of the Selector without closing the Selector form




Figure 4.19: The Sort tab of the Selector form.




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You see that the selected items are still in the Selected items list. The selected criteria for the other
Dimensions are still in the Based on section, but only visible when Data value is selected as Sort on
method.
 Select the option button Data Value to specify the sorting method.
 Select the option button Ascending to specify the sorting order.
 Click the Sort Button to order the selected items as in the picture above.
 Click the OK button to confirm your selection.
In the View you can see that the Dimension Geography now contains the 10 selected Dimension Values
that are arranged with the lowest sales first.
Example 2
Consider the following View (see Figure 4.20), where for the Period Dimension the month January 2001 is
selected using the List selection method, and where for the Geography Dimension the continents are
selected using the Hierarchy selection method.




Figure 4.20: The sales data in four continents of a certain product in January 2001.

Suppose we want to select the continents with second highest sales data and the lowest sales data in
January 2001.
First of all open the Selector form for the Geography Dimension and go to the Top/Bottom tab.
Select „Continents‟ in the „For level(s)‟ list and select „Period‟ and then „January 2001‟ in the „Based on‟
frame.
Now select the option „Top‟ and the value „2‟ in the corresponding textbox of the „Select‟ frame.
After this, click on the „Select‟ button. The two highest sales data will be added to the Selected items list
in descending order.
Simply remove the top value by double clicking on it in the Selected items list.
After this, select the option „Bottom‟ and the value „1‟ in the corresponding textbox of the „Select‟ frame.
Then click on the „Add‟ button and click on „OK‟. After this selection is performed the data View should
look like the one in Figure 4.21 below:




Figure 4.21: The same View after the described selection is performed.

4.1.7 Sort
With the Sort tab the selected items can be sorted. This affects only the order in which the selected
Dimension Values are displayed in the View and not the order how the data is stored in the database.
Notice that this option does not perform a selection, but a sorting of the items in the Selected items list.



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Figure 4.22: The Sort tab of the Selector form. In this figure the selected Product Dimension Values are sorted
alphabetically in descending order.

The Sort tab of the Selector form contains the following options:
         Sort: Use these option buttons to determine how you want the items in the Selected items list to
         be sorted:
         o   Original order: The items will be sorted in the order they are stored in the Dimension.
         o   Alphabetically: The items will be sorted from A to Z or from Z to A...
         o   Data value: The items will be sorted based on the corresponding data value. (check the
             based on criteria below)
         o   Level in hierarchy: The items will be sorted according to their level in the active hierarchy.
             (only available in hierarchical Dimensions)
         Sort order: Use these option buttons to sort the items in the Selected items list in ascending or in
         descending order.
         Based on section (only available for sorting on Data value): In this section you can select
         items of the other Dimensions of the View for which the selection criterion is evaluated. Only the
         currently selected items for the Dimensions are listed. To change a criterion, click on a Dimension
         name in the Table and select the desired item in the drop-down list box.
To sort selected items:
 In the Sort on section, select the desired base you wish to sort the items on.
 In the Sort order section, select the desired sort order.
 If the Data value option button is selected: In the Based on section, specify the items in other
Dimensions to make the data values unambiguous.
 Click the Sort button to perform the sort.




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   Note:
   The order in which the selected Dimension Values are displayed in the View can also be changed manually. Select the item
   you want to move; move the item to the desired position and release the mouse button. This action can be performed in all the
   tabs of the Selector.


4.1.8 Basket
The Basket tab is used for making selections based on items previously stored in the basket. Use the
basket for a temporary storage of the selected items.
With the Basket tab you can combine the results of multiple selections. After you made a selection, the
selected items can be copied to the basket by clicking the Add to Basket button. When another selection
is made, the items of the basket can be added to the selected items.
To select items based on the basket:
 Use one of the following buttons:
              The Select button: This button selects all items that are stored in the basket. These items
              will replace the current selection in the Selected items list. The items will be sorted.
              The Add button: This button adds all items that are stored in the basket from the Selected
              items list. These items will be appended to the current selection.
              The Keep button: This button keeps all items that are stored in the basket from the Selected
              items list. All other items will be removed from the list.
              The Remove button: This button removes all items that are stored in the basket from the
              Selected items list. All other items will remain in the list.




Figure 4.23: The Basket tab of the Selector form.

In section 4.1.10 an example using the Basket can be found.



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4.1.9 Load/Save
With the Load/Save tab, selections on Dimension Values can be loaded, deleted or saved. Use the
Load/Save tab for a permanent storage of a specific selection.
This option is especially useful when you want to make a selection based on a data value (e.g. a
top/bottom selection) that does not exist in the desired View but does exist in another View.




Figure 4.24: The Load/Save tab of the Selector form.

The Load/Save tab of the Selector form contains the following options:
        Selection: List containing all saved selections.
        Selection Name: Name of the selected selection.
        Selection drop-down box: You can choose between:
        o    Personal: Load selection from/save to Personal Views database
        o    Shared: Load selection from/save to Shared Views database
             Dynamic: Load a Dynamic selection. Dynamic selections are selections that may change
             when data is changed (e.g. scrolling through another Dimension or when a new actual period
             has been added to the database). Dynamic Selections are programs that contain the method
             of selection rather than the results of a selection.
        Save Selection with View: Select this check box to allow the Saved View to change each time
        the selection is modified. This option is very useful when a selection is used in multiple Views and
        you expect it to change over time (e.g. Top 5 countries based on sales in last quarter). You only
        have to change the selection once and all Views using this selection will be updated immediately.
        Link Selection to View: This option is only available for dynamic selections. When checked the
        dynamic selection remains active after you have closed the Selector. When the selection needs to
        be updated (e.g. when you scroll through a Dimension on which the dynamic selection depends) it
        will be updated immediately. When you uncheck this option, the selection is executed only once,
        when closing the Selector. The selection is then no longer dynamic.


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To save a Selection:
 Specify the selection in the Selected Items list.
 Enter a name for the selection.
 Select Personal or Shared and/or Save Selection with View check button if it is necessary.
 Click the Save button to save the selection.
To load/delete a Selection:
 Select Personal or Shared depending on where the selection is stored.
 Select the name in the Selection list.
 Click the Load/Delete button to load/delete the selection.

   Note:
   You cannot create dynamic selections in MarketingTracker yourself. They need to be available in the database in case you
   wish to use such a selection. If the desired dynamic selection is not available please ask your database provider to provide
   them.



4.1.10 More Selection Examples
This section contains some examples combining multiple selection methods within one selection. Notice
that the examples in this section are not realistic and only used to illustrate the powerful possibilities of the
Selector tool.
Example 1
Consider the following data View based on sales data during the first semester of 2001 in certain regions
and continents:




Figure 4.25: An example View.

On this View we want to perform the following selections:
              Select only the sales data from the countries/regions where the data lies between € 50,000
              and € 200,000 during all months.
              From these countries/regions select the top 2 based on the sales data in June 2001.
              Finally sort these two continents/regions by their data value in February 2001 in descending
              order.
 Begin by opening the Selector form for the Geography Dimension and go to the Exception tab.
 On this tab select „Between‟ in the „Select where data is‟ frame and 50000 and 200000 as values for
the corresponding textboxes.
 Also click in the „Based on‟ frame on „Period‟ and then in the drop-down box on „*ALL*‟.
 Click on the „Keep‟ button to keep those items fulfilling the given specifications.
 Now switch to the Top/Bottom tab and select the option „Top‟ and the value „2‟ in the corresponding
textbox.



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 Click on „Period‟ in the „Based on‟ section and select „June 2001‟ from the drop-down box.
 Click again on the „Keep‟ button.
 Finally go to the Sorted tab and select „Data value‟ in the „Sort on‟ section, click on „Descending‟ in the
„Sort order‟ section and click on „Period‟ in the „Based on‟ section. Select „February 2001‟ from the
corresponding drop-down box.
 Click on the „OK‟ button and the data View of Figure 4.25 will look like:




Figure 4.26: The same View after the selection is performed.

Example 2
This example will illustrate the use of the Basket (this selection cannot be performed without using the
basket). Consider the following Data View containing Sales Data of a certain product in different
continents during the first semester of 2001:




Figure 4.27: An example View.

Suppose we want to perform the following selection on the Sales data of the View in Figure 4.27:
        Select the continents having an „e‟ in the Dimension Name.
        Select the continents where the Sales Data is less than 40,000 in any month.
Notice the fact that this selection consists of two independent selections on the same Dimension Values.
Such selections can be performed using the basket in the following way:
 Begin by opening the Selector form for the Geography Dimension and go to the Match tab.
 Type „*e*‟ as the selection pattern and click on the „Keep‟ button.
 Then select the Load/Save tab and save the selection under the name „MySelection1‟.
 Click on the „Cancel‟ button.
 Now open the Selector form for the Geography Dimension again and go to the Exception tab.
 Select „Less than or equal to‟ and type 40000 in the corresponding textbox.
 Click on „Period‟ in the „Based on‟ section and select „*ANY*‟ in the corresponding drop-down box.
 Click on the „Keep‟ button and after that click on the „Add to Basket‟ button.
Finally we have to combine both selections as one.
 So go to the Save/Load tab and load the selection we saved under the name „MySelection1‟.
 Click on the „Add to Basket‟ button to add this selection to the other one which was already there.
 Go to the Basket tab and select all items in the Basket.
 Clear the current Selected Items list and click on the „Select‟ button to add all items from the Basket to
the current selection.
Finally click on the „OK‟ button and the View of Figure 4.27 should look like:




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Figure 4.28: The same View after the selection is performed.

4.2 Use intelligent restore
The option „Use intelligent restore‟ is available for hierarchical Dimensions:




Figure 4.29: The 'Use intelligent restore' box on the Selector form.

This check mark means that if all Dimension Values of the same ancestor are selected in a Saved View
and a new Data Value under the ancestor is added during maintenance, this Dimension Value will
automatically be added to the selection.
This option is check marked by default. You can change this in the Options-menu.

   Note:
   Items are only added with this tool. Items will never be automatically removed from a selection.
   „Subtotals‟ is the parent for all subtotals, so if a saved selection contains all the subtotals at that moment (can be 1!), then if a
   subtotal is added, this subtotal will be added in the Saved Views as well!!



4.2.1 Examples
This section gives a number of examples showing the advantages of using the „intelligent restore‟ option.
Consider a Dimension containing a hierarchy consisting of categories, productgroups and products. At a
certain moment some categories, productgroups and/or products will be added to the Dimension, as
shown in the Table below:



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The total Dimension before maintenance:                    The total Dimension after maintenance:
Category I                                                 Category I
Productgroup A                                             Productgroup A
 Product 1                                                  Product 1
 Product 2                                                  Product 2
Productgroup B                                              Product 3
 Product 11                                                Productgroup B
 Product 12                                                 Product 11
                                                            Product 12
                                                           Productgroup C
                                                            Product 21
                                                            Product 22
Figure 4.30: Expanding a Dimension.

Example 1
Look at the situation described by Figure 4.30. Suppose we selected productgroups A and B before
maintenance and used the intelligent restore option. After the maintenance the selection looks like:
Selection before maintenance:                              Selection after maintenance:
Productgroup A                                             Productgroup A
Productgroup B                                             Productgroup B
                                                           Productgroup C


Figure 4.31: Performing a Selection using intelligent restore.

„Productgroup C‟ is a child of „Category I‟ and because all children were selected, this item is added to the
selection.
Example 2
Again consider the situation described by Figure 4.30. Suppose we selected productgroups A, B, and all
products contained in these productgroups, and also used the intelligent restore option. After the
maintenance the selection looks like:
Selection before maintenance:                              Selection after maintenance:
Productgroup A                                             Productgroup A
 Product 1                                                  Product 1
 Product 2                                                  Product 2
Productgroup B                                              Product 3
 Product 11                                                Productgroup B
 Product 12                                                 Product 11
                                                            Product 12
                                                           Productgroup C
                                                            Product 21
                                                            Product 22
Figure 4.32: Performing a Selection using intelligent restore.

All descendants of „Category I‟ were selected, (children and grandchildren) so all new items will be added
to the selection after maintenance automatically.
Example 3
Consider for the last time the situation described by Figure 4.30. Suppose we selected productgroup A
and all products contained in this product group. And suppose we selected productgroup B and one of the
two products contained in this product group. Also suppose we used the intelligent restore option for this
selection. After maintenance the selection looks like:




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Before:                                                    After:
Productgroup A                                             Productgroup A
 Product 1                                                  Product 1
 Product 2                                                  Product 2
Productgroup B                                              Product 3
 Product 11                                                Productgroup B
                                                            Product 11
                                                           Productgroup C
Figure 4.33: Performing a Selection using intelligent restore.

„Productgroup C‟ is added, because all children of „Category I‟ were selected. „Product 3‟ is added to the
selection, because all children of „Productgroup A‟ were selected. But the children of „Productgroup C‟ are
not added to the selection, because not all grandchildren of „Category I‟ were selected.

4.3 Using Filters
One of the new features in MarketingTracker is the possibility to apply filters to Views.
What are filters?
Filters are kind of easy to define dynamic selections. You can define a filter on a row or column Dimension
in a (Table) View. By defining the filter you decide which values from the active selection you want to keep
or not. Top/Bottom selections (e.g. Top 5, Bottom 3) and exception analysis selections (e.g. larger then 0,
between -10 and 10) can be performed with filters.
To apply a Filter
In a Table View you will notice the option „Create filters…‟ when right-clicking the mouse in a View. The
Define filters form will show up (see Figure 4.34: The Define filters form.):




                                          Figure 4.34: The Define filters form.

This form contains the following options:
          First of all you decide whether row or column filters should be applied (when there is more than
          one Dimension on a row or column, the filter works on the outer Dimension).
          Next you can decide to remove or to keep the filtered Dimension Values.
          Then the type of filter must be selected with the accompanying criteria. One has the following
          options:


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        o    Top/Bottom: Use this option to keep/remove the top resp. bottom x Dimension Values, with x
             some positive integer.
        o    Above/Below: Use this option to keep/remove all Dimension Values above resp. below a
             certain positive integer x.
        o    Between: This option can be used to keep/remove all Dimension Values lying in the specified
             range.
        o    Present: This option keeps/removes all Dimension Values not containing any data.
        Finally you should decide on which (combination of) Dimension Values the filter should be based
        on. For the group Dimension the active value should be selected. You should only select one
        (combination of) across c.q. down Dimension pointer(s).
By using filters, it is possible to apply a combination of two filters after each other to a certain row or
column.
Figure 4.34 shows a „Define filters‟ form for a View in which Geography is the down Dimension and Facts
and Period are across.
The filters show that from the Top 3 regions based on the Sales of January 2007 (filter 1) the regions with
the lowest cost per unit for January 2007 should remain (filter 2).
The results of the filter settings from Figure 4.34 are shown in Figure 4.35.




                       Figure 4.35: The result of applying the described filter to a Table View.

The name of the Dimension the filters are active on is represented in green as can be seen in above
Figure.
Lifespan of filters
The option „Remove all filters‟ appears when right-clicking in a Table View after a filter has been defined.
With this option the filters can be removed. The original selection of Geography will be recovered.




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There are other occasions when a filter will be (automatically) removed. These are:
             Changes in the selection of a Dimension which is nested in the „Based on‟ part (in the View of
             Figure 4.35 that would be Facts and Periods).
             Moving a Dimension from down to across or vice versa.
             Aggregation of a Dimension or resetting an aggregated Dimension.
             In the ASP application (MTDashboard) briefing book Views will lose their filters when the
             Rotator or the Selector is activated.
Active filters will be saved as well when saving a View. The „Based on‟ Dimensions pointers will be saved
as relation to the shadow Dimensions. Because of this all will continue to work while Dimensions are
maintained (even with rename if the snap mechanism is used). The mechanism for „moving‟ and
„expanding‟ is used for Time Dimensions, to make sure that, if a filter is based on the current period, this
period will move while new periods are processed.

   Note:
   Saved filters that have become invalid (because „based on‟ pointers are missing or incorrect) are being changed without a
   warning when opening a View containing that filter. A valid „based on‟ pointer will be filled and used. This is done to prevent
   a View getting a very large down Dimension selection instead of a small (e.g. Top 5) one, because a filter has been removed.
   This could lead to big problems for instance in batch-reporting and exports.



4.4 Copy and paste Selected Items and Dimension Properties
Once you have selected the desired items of a Dimension, you may copy the selected items and/or layout
of a Dimension from one Dimension to another. This can be a Dimension within the current View as well
as a Dimension in another open View of the same database as well as a Dimension in another open View
of another database.
To copy and paste the Dimension properties:
 Select the Dimension you want to copy from.
 Right click on the Dimension Tile or on a Dimension Value and select the Copy Dimension properties
command from the appearing shortcut menu.
 Select the Dimension you want to paste the copied properties to.
 Right click on the Dimension Tile or on a Dimension Value and select the Paste Dimension properties
command from the shortcut menu that appears.
 The following form will appear; select whatever you want to copy (see below) and click the OK button.




Figure 4.36: Copy Dimension properties form.

This form contains the following options:
        Copy Layout properties: Mark the checkboxes to copy the Width and/or font of a Dimension



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        Match Selection: You can choose to:
            o      Select the matching values of the Dimension.
            o      Add matching values to current selection of the Dimension.
            o      Remove matching values from current selection of the Dimension.
            o      Keep matching values that are in the current selection of the Dimension and remove the
                   rest.
            The selection can be matched using two methods:
            o      An exact match which is based on the "unique" Dimension codes.
            o      A “Fuzzy” match; near and exact matches based on the Dimension labels.




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5 Calculating Data
Another important feature of the MarketingTracker is the creation of new information based on information
already available in the database.
This chapter describes how you can create new information using Subtotals and Custom Measures.

5.1 Subtotals
While analyzing data, you might want to combine multiple Dimension Values into a new Dimension Value.
In the MarketingTracker you can define your own Subtotals to meet these needs. A subtotal takes into
account if a fact/measure is additive or not. A Price Dimension Value for example is not additive.
Examples of Subtotals:
                Combining products to a new product group.
                Combining periods to another unit of time. For example adding months to quarters as shown
                in the Figure below.




Figure 5.1: Creating a subtotal for the first quarter of 2002. The last row in the Table View contains the sum of the first
three rows.

Once you have saved a Subtotal it is added as a new Dimension Value to the Dimension.

     Note:
     With the Subtotal function the MarketingTracker replaces the former aggregation function. Only available in old databases.
     See Example 2 how you can aggregate items into another Dimension.
     Some old database have to be updated to be able to create Subtotals in it, ask Scanmar to update your databases.




5.1.1 Create Subtotals
To create Subtotals:
 Close all the Views of the database where you want to use the subtotals.
 Choose the Edit Subtotal command from the Tools menu.
Or
 Right click in the Outliner and select the Edit Subtotal command from the shortcut menu that appears.
The following form appears on your screen:




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Figure 5.2: Edit subtotal form.

 Click the plus (+) sign/minus (-) sign to expand/collapse the menu in the Subtotals list.
 Select the Database where you want to add the Subtotal.
 Select the Dimension that you want to use in the Subtotal.
 Select the Personal folder if you want to create a Subtotal for personal use or the Shared folder if you
want to create a Subtotal for all users.
 Click the New button.




Figure 5.3: Naming the new subtotal.

 Give the Subtotal an appropriate name and press Enter.




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 Select the template Views in which you want the subtotal to be shown by marking/unmarking the
checkboxes in the Available Templates list.
 Click the Selector button to open the Selector form. See section 4.1 for more information on the
Selector tool.




Figure 5.4: The Selector form.

 Select the Items you want to add to the subtotal and click the OK button in the Selector form to confirm
the selection. More information on selecting items can be found in chapter 4.




Figure 5.5: Adjusting the new subtotal.




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 If you want to subtract an item, you can click with your mouse on the Plus (+) sign before the selected
item in the Selected Items list, to change it into a minus (-) sign.
 Click the OK button to save your Subtotal.
5.1.2 Edit Subtotals
With a saved Subtotal you can perform the following actions:
             Edit the Subtotal, changing the selected Template Views and/or Selected Items of the
             Subtotal.
             Delete the Subtotal.
             Rename the Subtotal.
             Make a Copy of the Subtotal: A copy of a Personal Subtotal is saved in the Shared folder. A
             copy of a Shared Subtotal is saved in the Personal folder.
To perform one of these actions:
 Close all the Views of the database where you want to use the Subtotals.
 Choose the Edit Subtotals command from the Tools menu.
Or
 Right click in the Outliner and select the Edit Subtotal command from the shortcut menu that appears.
The following form appears on your screen.




Figure 5.6: The edit subtotals form.

 Select the Subtotal on which you want to perform the action
 For editing, you can edit the selected Views by marking/unmarking the checkboxes in the Available
Templates list or you can edit the selected items by clicking the Selector button; Select new items and
click the OK button in the Selector to confirm the selection. For the other actions press the matching
button for performing the action.
 Click the OK button to save your changes.
5.1.3 Examples of Subtotals
This paragraph contains two examples demonstrating the use and benefits of subtotals.




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Example 1
Suppose you want to create a report with the sales of CD players during the first quarter of 2002 in the
World, Europe and the Rest of the World. The Rest of the World is defined as the sales data of CD
players in the World minus Europe, obviously. This last Dimension Value can be created using the
subtotals option.
 Close all the Views of the demo database.
 Choose the Edit Subtotals command from the Tools menu.




Figure 5.7: In the Geography Dimension choose the Personal Folder.

 Select the Personal Folder of Geography Dimension of the Demo Database and click the New button.
 Name the newly created Subtotal to “Rest of the World” and press Enter.
 Click the Selector button to open the Selector.
 Select World and Europe.




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Figure 5.8: Selecting World and Europe.

 Confirm your selection by Clicking the OK button of the Selector.
 Click on the plus (+) sign before Europe to change it into a minus (-) sign.




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Figure 5.9: Changing the (+) into a (-).

 Click the OK Button to save your Subtotal.
A new Dimension Value named Rest of the World containing the sales data of CD players in the Rest of
the World will be created. By adding this Dimension Value to a View the desired sales data looks like:




Figure 5.10: Sales data of CD players in the World, Europe and The Rest of the World.

Example 2:
Suppose you want to create a sales report with data Dimensioned by Factory instead of by Product.
These factories produce the following components:
Detroit:                    Portable Audio, Audio Components and Audio Tape
Hong Kong:                  VCR, Camcorder and Video Tape
Eindhoven:                  TV‟s
 Close all Views of the Demo database.



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 Choose the Edit Subtotals command from the Tools menu.
 Select the Personal Folder of the Product Dimension of the Demo Database and click the New button.
 Name the newly created Subtotal to “Detroit” and press Enter.
 Click the Selector button to open the Selector.
 Select the Components: Portable Audio, Audio Components and Audio Tape.
 Confirm your selection by clicking the OK button of the Selector.
 Select again the Personal Folder of the Product Dimension of the Demo Database and click the New
button to create the second Subtotal.
 Name the newly created Subtotal to “Hong Kong” and press Enter.
 Click the Selector button to open the Selector.
 Select the Components: VCR, Camcorder and Video Tape.
 Confirm your selection by clicking the OK button of the Selector.
 Select again the Personal Folder of the Product Dimension of the Demo Database and click the New
button to create the third Subtotal.
 Name the newly created Subtotal to “Eindhoven” and press Enter.
 Click the Selector button to open the Selector.
 Select the Components: TV.
 Confirm your selection by clicking the OK button of the Selector.
You can now prepare a View with factories, like the one below:




Figure 5.11: Sales data for the three factories mentioned in the above example.

   Note:
   If there is a relation factory-products in your database you can use that relation to perform the selection, see Chapter 4.1.2
   „Selecting Data - Related‟.


Example 3
Suppose we want to combine the two previous examples to show the sales data of products from the
Hong Kong factory in the rest of the world during the first semester of 2002. Just perform the steps
mentioned in the two previous examples and create a View similar to the one below:




Figure 5.12: Sales data corresponding to the third example.




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5.2 Custom Measures
While analyzing data, you might want to create a View with a measure that does not exist in the database,
or that you wish to combine two Dimensions into a single Dimension. In the MarketingTracker you can
define your own measures to fulfill these requirements. They are called Custom Measures and are based
on the Dimension Values of one or more Dimensions.
Examples of measures you can create with Custom Measures:
             Dividing Sales by Units creating Price per Unit.
             Sales for the last month of this year compared to sales for the corresponding month of the
             previous year.
             Absolute sales for the last three months and the Growth and Share of Total Product for only
             the last month.




Figure 5.13: An example of custom measures.

Once you have saved a Custom Measure it is added to a special Dimension presenting all Custom
Measures. This Dimension is presented in a child View of the original View.




                                                                Child View, presenting Custom
                                                                Measures




Figure 5.14: The location of Custom Measures in the Outliner.

In this child View the analytical Dimensions are replaced by the Custom Measure Dimension while the
base Dimensions are still there.
You can use the Custom Measures Dimension just like any other Dimension while creating and
customizing your Views.




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Figure 5.15: Replacing the Analytical Dimensions by a Custom Measure.

     Note:
     Some old databases have to be updated to be able to create Custom Measures in it, ask Scanmar to update your databases.



5.2.1 Create Custom Measures
To create a Custom Measure:
 Close all Views of the database where you want to use the Custom Measures.
 Choose the Edit Custom Measure command from the Tools menu.
Or
 Right click in the Outliner and select the Edit Custom Measure command from the shortcut menu that
appears.
The following form appears on your screen:




Figure 5.16: The Edit Custom Measures form.



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 Click the plus (+) / minus (-) sign to expand/collapse the menu structure in the Custom Measures list.
 Select the Database where you want to add the Custom Measure.
 Select the View you want to use for the Custom Measure.
 Select the Personal folder if you want to create a Custom Measure for personal use or the Shared
folder if you want to create a Custom Measure for all users.
 Click the New button.
The following form is opened:




Figure 5.17: The form for creating a new Custom Measure.

On the upper right side of the form, you see some extra information to guide you through the form. On the
lower right side of the form, you see the formula that you are creating.
On the left side of this form, you can fill out. This form contains the following labels:
    Name: Name of the Custom Measure, it will be used as the measure‟s label if no other label is
    specified.
    Label: Default label for the Custom Measure.
    Short Label: Short label for the Custom Measure.
    Type: You can choose between two types of Custom Measures:
        o    Simple Custom Measure: A simple selection of Dimension Values.
        o    Composed Custom Measure: An operation between two simple Custom Measures. An
             operation can be +, -, *, /, % or growth.
Depending on the type of Custom Measure you select, your form changes. Each of the two Custom
Measure types (Simple and Composed) will be discussed below.
Selecting a Simple Custom Measure:
After selecting this type of measure, the form expands itself and looks like the one below in Figure 5.18:




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Figure 5.18: Simple Custom Measure form.

The left side of the form is expanded and you can fill out the following:
        Analytical Dimensions: These are the Dimensions that are combined to create the new
        measure. Mostly Facts, Statistics and Timebase are used as analytical Dimensions. With a drop
        down box you can select the values of the analytical Dimensions (required).
        Base Dimensions: These Dimensions are the basis of the View; they are still visible in the View
        with the Custom Measures. With a drop down box you can select the values of the base
        Dimensions (not required).
        Lag: The number of periods to go back to retrieve the result of the Custom Measure. If you enter
        a negative number, the result will go ahead. For Example, if you have filled in 1 for lag, in the
        View the data of the period before the selected period will be shown for the selected period. So in
        the View above the data of December 2000 are shown for January 2001.
        Factor: A simple operation (+, - , /, *) on the result of the Custom Measure. For Example, „*100‟
        will return the result times 100.
        Decimals: The number of decimals that is shown in the View for the result of the Custom
        Measure.
        Visible: Whether or not the Custom Measure is visible in the View. If you select „No‟ the Custom
        Measure will still be available for copying or constructing other Custom Measures.
Selecting a Composed Custom Measure:
After selecting this type of measure, the form expands itself and looks like the one below in Figure 5.19:




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Figure 5.19: Composed Custom Measure form.

The left side of the form is expanded and you can fill out the following:
        First Measure: You can choose between an already saved Custom Measure (Simple or
        Composed) and a new Simple Custom Measure. If you select a new Simple Custom Measure,
        you can select values for the analytical and base Dimensions and fill in the lag. See Simple
        Custom Measure for more details. In the form above an already saved Custom Measure named
        Sales is selected.
        Operation: Select the operator to use between the First and Second Measure. An operation can
        be +, -, *, /, % or growth.
        Second Measure: You can also choose between an already saved Custom Measure and a new
        Simple Custom Measure. In the form above a new Simple Custom Measure is selected.


             Note:
             For the Time Dimension you can also select the Actual Period. The Actual Period is the last period with data. By
             selecting this period your View will change in time when new periods are added and the Actual Period is
             changed.
             For the Time Dimension you can also select the First / Last Period of the Selected Year. Your View will change
             when a period of another year is selected.
             For the Time Dimension you can also select the First / Last Period of the Actual Year. Your View will change
             when the Actual Year is changed.


5.2.2 Edit Custom Measures
With a saved Custom Measure you can perform the following actions:
            Derive a new Custom Measure: A derived Custom Measure is a Custom Measure with the
            same properties of the Custom Measure it is based on. These properties can be overruled by
            editing the Custom Measure. Advantage of a Derived Custom Measure is that if a property of
            the base Custom Measure is changed, this property is also changed in the derived Custom
            Measure.
            Edit the Custom Measure: Changing the properties/formula of an already saved Custom
            Measure.


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               Delete the Custom Measure.
               Make a (Local) Copy of the Custom Measure: A copied Custom Measure has the same
               properties as the Custom Measure where it is copied from. Unlike a derived Custom Measure,
               the copied Measure is not linked to the original Custom Measure. So changes in the original
               Custom Measure will not be reflected in the copied Custom Measure.
                 o     A copy of a Personal Custom Measure is saved in the Shared Folder.
                 o     A copy of a Shared Custom Measure is saved in the Personal Folder.
                 o     A local copy of a Personal Custom Measure is saved in the Personal Folder.
                 o     A local copy of a Shared Custom Measure is saved in the Shared Folder.
To perform one of these actions
 Close all the Views of the database where you want to use the Custom Measures.
 Choose the Edit Custom Measure command from the Tools menu.
Or
 Right click in the Outliner and select the Edit Custom Measure command from the shortcut menu that
appears.
The following form will appear on your screen:




Figure 5.20: The Edit Custom Measures form.

 Select the Custom Measure on which you want to perform the action.
 Press the matching button for performing the action.

     Note:
     When a View with Personal Custom Measures is saved as a Shared View, the selected Custom Measures are automatically
     moved to the Shared database. When a View with Shared Custom Measures is saved as a Personal View they will not be
     moved.




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5.2.3 Example of Custom Measures
Suppose you want to create a Table Report for personal use with a column presenting sales of the last
period of this year, a column presenting sales of the same period the year before and a column presenting
the sales-development between those periods in percentage. Furthermore you want the report to change
in time when new periods are added to the database.
Steps you have to perform to create this report:
            Create a simple Custom Measure named Sales with sales for the actual period.
            Derive a simple Custom Measure of Sales and fill in the lag to get the same period of last
            year.
            Create a composed Custom Measure to calculate the growth between the two simple Custom
            Measures.
Step 1: Create a simple Custom Measure named Sales
 Close all the Views of the Demo database.
 Choose the Edit Custom Measure command from the Tools menu.




Figure 5.21: The Edit Custom Measures form.

 Select the Personal Folder of the Demo Database and click the New button.
 Fill out the form as in the picture below. Remarks:
            Because you want the report to be updated when new Periods are added, you have to select
            the Actual Period for the Period Dimension.
            You can use the string %TIME% in your label. MarketingTracker will replace this string with
            the label of the Actual Period. This way the label will also be updated when new periods are
            added.




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Figure 5.22: Create a new Custom Measure.

 Click the OK Button to continue.
Step 2: Derive a simple Custom Measure of Sales
 Select the Sales Custom Measure you just created and click the Derive button.




Figure 5.23: Selecting the Sales Custom Measure.




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A derived Custom Measure is a Custom Measure with the same properties as the Custom Measure it is
based on. These properties can be overruled by editing the Custom Measure. If a property of the base
Custom Measure is changed, this property is also changed in the derived Custom Measure.
 Fill out the form as in the Figure below. Again there are some remarks:
            The properties derived from the Custom Measure “Sales” are written in gray, if you overwrite
            them, they are written in black.
            With a Lag of 12, the data of the period of 12 months before is shown in the View.
            You will see that the %TIME% string in the label will be replaced with the label of the Period
            12 months before the Actual Period, since you used a lag to point to this period.




Figure 5.24: Details of the new Custom Measure.

 Click the OK Button to continue.
Step 3: Create a composed Custom Measure
 Select the Personal Folder of the Demo Database and click the New button.
 Fill out the form as in the Figure below. There is one remark:
            Since you also want to show the sales of the last period of this year and the sales of the same
            period the year before, in your report you can use these already saved Custom Measures to
            calculate the growth between them.




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Figure 5.25: Creating a composed Custom Measure.

 Click the OK Button twice to close the Custom Measures forms and to save your Custom Measure.
Step 4: Create a View with the Custom Measures
 Open the Custom Measure View in the Outliner.




Figure 5.26: Selecting a Custom Measure from the Outliner.

 Select the Custom Measures you just have created by using the Selector for the Custom Measure
Dimension.
 Change the lay-out of the Table View to the desired report and save it.




Figure 5.27: A View with the Custom Measures from the previous examples.



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6 Creating Dashboards
According to Stephen Few: Information Dashboard Design, O‟Reilly, 2006, page 34: “A dashboard is a
visual display of the most important information needed to achieve one or more objectives; consolidated
and arranged on a single screen so the information can be monitored at a glance”.
Some clarifications to this definition: The information on a Dashboard is presented visually, usually as a
combination of text and graphics, but with the emphasis on graphics. To achieve a single objective often
requires access to a collection of information that is not otherwise related, often coming from diverse
sources related to various business functions. All information must fit on a single screen, so it can be seen
at a glance. Sometimes the use of scrollbars will be necessary.
Marketing Tracker dashboards combine Tables, Graphs, text and pictures all in one customized layout.
Dashboards are based on Views on Marketing Tracker database content and reflect all changes in those
Views. While paging over group Dimensions (with automatic links between the Views) allows providing
information on various accounts, brands, facts and so on within one dashboard.
This chapter will be divided into the following paragraphs, explaining all concepts of MarketingTracker
Dashboards:
Before start:
Verify that the system is prepared with regard to:
            Marketing Tracker Dashboard Add-on (order from Scanmar).
            Rights to install/change Dashboard catalogs (MT-Manager by System admin).
            Rights to create Shared Views (MT-Manager by System admin).
Preparation:
Create Shared Views (Tables/Graphs) to show on dashboards:
            Create Dashboard catalog(s).
            Add new dashboards to (folders in) catalogs.
Design:
Size and formatting properties of the dashboard:
            Place and select objects on the dashboard.
            Size and formatting properties of objects and elements.
            Linking of Dimensions of objects.
Deployment:
Via:
            Marketing Tracker
            Web-browser
            Published dashboards

6.1 Before start
In order to be able to work with dashboards, i.e. design or View dashboards, the Marketing Tracker
Dashboard Add-on should be installed. To design and View dashboards certain authorizations are
required. These authorizations are granted by a system administrator using the Marketing Tracker
Manager (MT-Manager).
To design dashboards, authorization is required to change and preferably also install dashboard catalogs.
To View the dashboards of a dashboard catalog Viewing-authorization is required. (Dashboard catalogs
are handled like Briefing books)
Dashboards are built with Table and Graph Views. The definitions of these Views are stored in the
'Shared Views databases'. Using MT-Manager 'Save access rights' to the 'Shared Views databases' are
to be granted.




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6.2 Preparation
Analysis
The first and most important step in the design of a dashboard is the analysis step. In this step one
decides what data will be used in a presentation and what combination of Table and/or Graph Views
delivers the desired information. Keep in mind that it is not the quantity of data, but the quality of the
information and design that creates the success. Lots of dashboards contain too many information,
presented with flashy display mechanics. This way the overview is lost. So during the analysis face it is of
great importance to find a balance between flashy graphics and presenting information effectively.
View specification
After the analysis the creation of Table and Graph Views can be started. Choose your selection, order
within the selection and layout with care. Additional formatting properties are available during dashboard
design, but bear in mind that the more preparation is done with regard to the View layout (mainly Graphs)
at the definition state, the less will have to be adjusted when using the Views on a dashboard.
One View can be used on many dashboards. Once used on a dashboard a View already has some or all
of the formatting that may be required when the View is placed on another dashboard.

  Note:
  If the specification of the layout or selection on a View is changed the changes will automatically reflect in the dashboard.


Dashboard catalog
Dashboard specifications are stored in dashboard catalogs. Dashboard catalogs contain one or more
dashboards in one or more different folders.
To create a Dashboard catalog
 Use a right mouse click in the Marketing Tracker Outliner and choose "Add Dashboard Catalog" (See
Figure.6.1).




Figure.6.1: “Add Dashboard Catalog” in the MT Outliner menu.




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Figure 6.2: Add Dashboard Catalog form.

On this form select a folder to save the dashboard catalog file. Best practice is to choose a folder that can
be accessed by other users.
Specify a filename, this name will appear in the Outliner and specify a description (this is optional).
The new Dashboard catalog will appear in the upper part of the Marketing Tracker Outliner.




Figure 6.3: Creating a new folder or dashboard.


To create a folder or a dashboard in the catalog
Use a right mouse click on the catalog name and choose "New", then select "Folder" or "Dashboard":
After creating a new dashboard, its icon and name is added to the corresponding Dashboard Catalog in
the Outliner.



Figure 6.4: After adding a new Dashboard to the Dashboard Catalog.

Change 'New Dashboard' to the name of your choice.
Other options in the menu of Figure 6.3 are:
             Remove: This option removes the Dashboard Catalog. Note: This will ONLY remove the
             entry from the Outliner; it will not remove the Dashboard Catalog file from the system.
             Export: This option exports the Dashboard Catalog (like Briefing Book export), i.e. a set of
             files is generated holding 'static' information to create dashboards without being connected to
             the Database-server.
             Rename: This option is used to assign another name to the Dashboard Catalog.
             Properties: This option will show a form like the "Add Dashboard Catalog" form shown
             above.



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6.3 Design
Once a dashboard is created the following menu appears after a right mouse click:




Figure 6.5: Dashboard options menu in the Outliner.

The menu consists of the following options:
        Open: This option opens the dashboard. Using this option on a new dashboard shows an empty
        dashboard.
        Delete: This option will permanently remove the dashboard.
        Rename: Use this option to assign another name to the dashboard.
        Make startup View: This section not only applies to dashboards but is generic for Marketing
        Tracker:
        Make startup View will cause this dashboard to be shown each time a Marketing Tracker session
        is started.
        To disable this feature use a right mouse click in the MT Outliner area, a menu similar to Figure
        6.6 appears:




        Figure 6.6: The menu appearing in the Outliner after a right mouse click.

                                                                                           Select "No startup View" in
        the menu of Figure 6.6.

           Note:
           Choosing “Make startup View” on another Dashboard will cause the other Dashboard to be shown at startup. This
           setting can be overruled by the System Administrator.

        Move up: This option is used to move the Dashboards one position up within the Dashboard
        catalog in the Outliner.
        Move down: This option is used to move the Dashboards one position down within the
        Dashboard catalog in the Outliner.




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          Note:
          Dragging Dashboards provides the same result. Using the Control or Shift key while dragging causes Dashboards
          to be copied or moved, depending whether it is dragged to the same or another catalog.


       Properties: This option shows a form similar to the one in Figure 6.7:




       Figure 6.7: Dashboard properties form.

       On this form the description and the name of the Dashboard can be changed. The description will
       appear in the "Description box" in the lower left hand corner of the MT Outliner if this dashboard is
       selected in the Outliner.
6.3.1 Size- and formatting properties of the dashboard.
Once a dashboard is "opened" it will be shown in the Marketing Tracker work area.
Use a right mouse click to show a pop-up menu with sections "Graph" and "General".




Figure 6.8: A Dashboards main menu.

These sections will always be shown in this pop-up menu. In design mode other sections and items may
be added depending on the type of component the cursor is positioned at. The main menu of Figure 6.8
contains the following options:
       Automatic Dimension linking: This is a feature that will be discussed below (see the section on
       "Dimension box" element). Here it can be enabled or disabled for the total Dashboard.
       Copy Page to clipboard (picture): This option will copy the data displayed on the dashboard to
       the clipboard as a picture.
       Page data to clipboard: This option will copy the data on the dashboard to the clipboard (as
       text).
       Print: This option is used to print the Dashboard. It will open a "Preview" print screen with options
       "(Undo) Fit to Page" and "Print Settings". It is assumed the fit to page property is desired so this
       setting is enabled by default.
       Close: This option removes the Dashboard from the work area. If unsaved changes have been
       made a prompt is issued to save the changes.
       Enter design mode: This option brings the Dashboard in design mode. In this mode objects can
       be added to the Dashboard and properties can be set. Once in design mode it is possible to
       "resize" the Dashboard by dragging of the edges.




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Design mode
The design mode can be accessed in the Dashboards main menu, as described above. In design mode a
right mouse click will activate a pop-menu like:




Figure 6.9: The Dashboard menu in Design Mode.

All the Dashboard options in the above menu will now be discussed in detail (the General menu options
have been described in the previous section):
        Add object: This option is used to add objects (i.e. Views, Textboxes, Picture boxes or Linkers)
        to the Dashboard (Details can be found in the next section of this document).
        Organize linkers…: See section 6.3.3 for more information on this option.
        Format: This menu has the following options:
            o   Change background color…: This will set the color of the background of the Dashboard
                in those areas where there are no objects.
            o   Change dashboard size…: This will present a form as shown in Figure 6.10, with
                options to have the dashboard designer calculate the size of the dashboard rather than
                dragging the edges (A dashboard can be sized larger than the size of a screen; scroll
                bars will appear automatically).




                    Figure 6.10: Size Dashboard form.




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                         Predefined sizes: Check mark this option for predefined screen resolutions
                          and printer page sizes.
                         Size automatically: Check mark this option to size the Dashboard Width
                          and/or Dashboard Height according to its contents. This will only work if there
                          is at least one object placed on the dashboard.
                         Size manually: Check mark this option to set the size of the Dashboard
                          manually by specifying an amount of pixels, inches or centimeters.
             o   Grid…: This option shows a form for grid settings. A grid is useful to place objects in
                 exact positions.

                                                                            Example of a
                                                                            8 x 8 Pixels Grid




                 Figure 6.11: Dashboard grid settings form.

                 This form contains the following options:
                           Show grid: This option will cause a grid to appear. The width and height
                            between to individual points on the grid is determined by the setting specified
                            in pixels, inches or centimeters.
                           Snap to grid: This option causes the dashboard designer to place the upper
                            left of a component on a grid position.
        Automatic Dimension Linking: This option links the dimensions of Table and Graph Views
        originating from the same database with each other. With this option enabled, after changing a
        Dimension Value in one View on the dashboard, all Views will change to this Dimension Value.
        Leave Design mode: Use this option to leave the Design Mode of the Dashboard. Leave design
        mode for example to test the functionality of all objects placed on the Dashboard.
6.3.2 Place and select objects on the dashboard
All possible Dashboard objects are:
            Textboxes
            Pictureboxes
            Tables
            Graphs
            Linkers
These objects can be placed on the dashboard during design mode using the "Add object" option in the
Dashboard popup-menu as described in the previous section. In addition Marketing Tracker Views can
also be dragged directly from the Outliner onto the Dashboard.
Once on the dashboard all objects can be selected, resized, moved (and grouped). Each of these objects
will be described in more detail below:
Textboxes
To create a textbox choose "Textbox" from the design mode pop-up menu. An empty textbox will appear
at the position of the pop-up menu. This textbox can be dragged to its desired position and adjusted to its
desired size. Text can be typed inside the textbox.




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Use a right mouse click on the textbox to have a pop-menu appear which looks like:




Figure 6.12: The textbox menu options.

Each of the items in above menu will be discussed in detail below:
         Format: This will cause a Format dialog to appear which can be used to set text (font/color) and
         textbox (background color/border) properties.
         Add Hotlink: Use this option to create a link from this textbox to another Dashboard. After
         clicking on the textbox it will show the linked Dashboard. After a Hotlink is attached to a textbox,
         the option Remove Hotlink will be added to the textbox menu to delete the assigned Hotlink.

            Note:
            The add Hotlink option is for example useful when making a startup menu between different Dashboards. On the
            linked dashboards it is again possible to create a Hotlink back to the dashboard containing the menu.


         Add or remove Dimensions: Use this option to add (or remove) dimensions to a textbox. After
         the dimension is added the textbox shows the text corresponding to the Dimension Values of the
         selected dimensions. For example adding the Channel dimension (containing the Dimension
         Values TotChannel and Direct) to the textbox. Type different text in the textbox after selecting
         each of the two different Dimension Values for the Channel Dimension in the View. By leaving
         design mode and changing the Channel Dimension Value in the View, the corresponding text in
         the Textbox changes along with it. See the Add or Remove Dimensions section for Picture Boxes
         below for a few examples.
         Order: The order option is used to position the textbox in front or behind other objects on the
         dashboard in case they are (partly) overlapping.
         Delete textbox: This option will permanently remove the textbox from the dashboard.
         Copy format: Use this option to copy all formatting (i.e. font -, border- and color options) from this
         textbox to the clipboard.
         Paste format: After using the option „copy format‟ on a textbox, the option „paste format‟ will be
         enabled. Use this option to paste the formatting from one textbox in another textbox. Remark that
         the text in the textbox does not belong to the formatting of a textbox, and will therefore not be
         copied.
         Copy object: Use this option to copy all textbox properties (i.e. formatting and text) to the
         clipboard.
         Paste object: This option will be enabled after using the „copy object‟ option. Right mouse click
         on the copied textbox or somewhere on the Dashboard grid and click on „paste object‟ to create a
         textbox (identical to the one copied) on the upper left corner of the Dashboard.
To select a textbox to change its content or properties:
 Click on the textbox, then resize, move, position the cursor in the text and change the text, or use right
mouse click to change its properties.



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Vertical scrollbars will automatically appear if the text is larger than the size of the textbox.

   Note:
   Empty textboxes with a distinct back color and without border can be used to create separator bars in the
   Dashboard.




Figure 6.13: It is possible to use textboxes for separator bars on Dashboards.

Picture boxes
To create a picture box choose "Picturebox" from the pop-up menu and the following file dialog will
appear:




Figure 6.14: Picture file dialog.

In this dialog select the picture file (.jpg or .gif) to be placed on the Dashboard.
The picture will appear on the dashboard and can be moved to its desired position and adjusted to its
desired size.




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Figure 6.15: An example of two Pictureboxes on a Dashboard.

Use a right mouse click on the picturebox to have a popup-menu appear with a "Picturebox" section which
looks like:




Figure 6.16: Picturebox menu options.

This menu contains the following options:
        Select picture …: This option will cause the "Select picture file" window to appear which can be
        used to select another picture for the box.
        Add Hotlink…: Use this option to create a link from this picturebox to another Dashboard. After
        clicking on the picturebox it will show the linked Dashboard. After a Hotlink is attached to a
        picturebox, the option Remove Hotlink will be added to the picturebox menu to delete the
        assigned Hotlink.
        Example 1
        When dealing with a sequence of consecutive Dashboards it is possible to switch between them
        using Hotlinks attached to Pictureboxes containing arrows as pictures. Add for example to each
        dashboard two Pictureboxes containing the following two pictures and create for each of the
        Pictureboxes a Hotlink to the next or previous Dashboard.




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       Order: Use this option to position the picturebox in front or behind other objects of the Dashboard
       in case they are (partly) overlapping.
       Add or remove dimensions…: Use this option to add (or remove) dimensions to a picturebox.
       After the dimension is added the picturebox shows the picture corresponding to the Dimension
       Values of the selected dimensions. For example adding the Channel dimension (containing the
       Dimension Values TotChannel and Direct) to the picturebox. Choose a different picture file in the
       picturebox after selecting each of the two different Dimension Values for the Channel Dimension
       in the View. By leaving the design mode and changing the Channel Dimension Value in the View,
       the corresponding picture in the Picturebox changes along with it. Below is an example
       demonstrating the use of this option:
       Example 1
       Suppose we designed a Dashboard containing a Table View (with Dimensions Geography, Period
       and Facts) and a Picturebox (containing a world map as the selected picture) as Demonstrated in
       the figure below:




         Figure 6.17: An example Dashboard.

       The idea is to link the Geography Dimension (containing the Dimension Values World, America,
       Europe, Asia and Australia) to the picturebox, such that the world map highlights the continent
       selected.
        For each continent, draw a red square over the continent and save the map individually. These
       files look like:




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        Figure 6.18: From left to right: World, America, Europe, Asia, Australia.

       On the Dashboard enter Design mode and click with the right mouse button on the picturebox,
       select „Add or remove dimensions…‟ from the pop-up menu.
       A new form appears, looking similar to the one below:




        Figure 6.19: The select Dimensions form.




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        On this form select the Geography Dimension and click on the „Add‟ button       . The
        Geography Dimension is now attached to the picturebox. Click on the „Ok‟ button.
        Leave the Dashboard Design Mode and select a different Dimensions Value in the Geography
        Dimensions of the Table View.
        Enter Design Mode again and click with the right mouse button on the picturebox. Choose
        „Select picture‟ from the pop-up menu and select the picture file corresponding to the selected
        continent in the Geography Dimension. Repeat this process for the other continents. It saves a lot
        of time using Ctrl+E to switch between enter and leave Design Mode. See the paragraph 11.3 for
        more information on shortcut keys.
        Finally after leaving the Design Mode the picturebox will be linked to the Geography Dimension.
        Scroll through the Dimension Values to see the different continents being lit up in the picture box
        automatically.
        It is also possible to link more than one Dimension (from the same or different Table Views on the
        Dashboard) to the picturebox. The picture shown in the picturebox is determined by the unique
        combination of ALL selected Dimension Values.
        Delete picturebox: This option will permanently remove the picturebox from the Dashboard.
        Copy object: Use this option to copy the picturebox to the clipboard.
        Paste object: This option will be enabled after using the „copy object‟ option. Right mouse click
        on the copied picturebox or somewhere on the dashboard grid and click on „paste object‟ to
        create a picturebox identical to the one copied.
To select a picturebox to change its content or properties:
 Click on the picturebox, then resize, move, or use a right mouse click to changes properties.
Table Views
Table Views are derived from existing Table View definitions stored in 'Shared Views databases'.
To place a Table View on a Dashboard:
Marketing Tracker offers four possible ways of placing a Table View on a Dashboard:
        On the dashboard, right mouse click, in the "Dashboard" section of the popup-menu choose "Add
        object", choose "View…" and a 'Views window' will appear where the 'Saved View' holding the
        specification of a Table can be selected.
        From the 'Windows menu' choose "Place View on active Dashboard" and a 'Views window' will
        appear where the 'Saved View' holding the specification of a Table can be selected.
        In the Outliner, right mouse click on a Saved View and choose "Place on active Dashboard".




        Figure 6.20: Placing a View on the Dashboard using the Outliner.

        From the MT Outliner, drag a 'Saved View' to the Dashboard at the desired position. If a Table is
        not dragged from the Outliner (dragging is the preferred method) it will be placed at the upper left
        position of the Dashboard and has to be dragged to its desired position.
A Table can always be sized and moved in a later stage. If a Table does not fit in the specified area,
scrollbars will be added automatically.



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        Save as Shared
        View




      Drag to dashboard




Figure 6.21: The process of dragging a Table on the Dashboard.
Once a Table has been placed on the Dashboard its properties can be changed to create the desired
appearance.
A Table consists of a number of components as described in the Table View section. Each of the
components has its specific properties. After clicking with the right mouse button on a component, the
type of the component as well as some items related to that component will be shown in the popup-menu.

       Title                                  xxxx Dimension




                                                                                Group




               Grid                                                                 Table




Figure 6.22: The individual components of a Table View placed on a Dashboard.




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After a right mouse click in the Table a popup-menu appears with a "Table" section, which looks like:




Figure 6.23: Table menu.

This menu contains the following options:

        Format grid: This option will allow operations on the 'grid area'.
        When the grid area is activated spreadsheet-like row and column identifiers are shown. To
        change the size of columns or rows, drag the column/row separator in the identifier area (double
        click for auto-adjust).


                                             Columns

                                                                             Column
              R
                                                                             headers
              o
                                                                             header cells
              w
              s

                                                                             Data
                                                                             cells
                      Row headers / header                        Cells
                      cells

        Figure 6.24: The individual components of a Table grid.

        Most of the elements have specific properties. To change these properties see the corresponding
        sections regarding that specific element. The "Table" section in the popup menu will always be
        present.
        Autoformat Table: The Dashboard designer provides facilities for automatic formatting. It is
        highly recommended to use the "Autoformat Table" item of the "Table" section in the popup-
        menu. After clicking on this item the following form pops up:




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       Figure 6.25: Table Autoformat form.

       The Table Autoformat form contains the following options:
           o    Table Styles: A number of predefined formats are available in the Table Styles list; these
                can be applied on selected elements of the Table. For both columns and/or rows methods
                are available to provide automatic sizing. The preview section shows a preview of the
                selected Table after changing one or more options in the Autoformat menu.
           o    Include original View formatting: Include the formatting applied to this View before it
                was added to the dashboard.
           o    Apply special formats to: Check mark any of the boxes in this section of the form to
                apply the selected format to the Table component(s) the box describes.




       Figure 6.26: Applying both facilities as shown above will prepare the Table without any further designer
       involvement

       Autosize properties: The Dashboard designer provides facilities for automatic sizing. It is highly
       recommended to use the "Autosize Table" item of the "Table" section in the popup-menu:




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       Figure 6.27: The Table Autosize menu.

       The Table Autosize menu contains the following options:
           o   Autosize Columns: Use the option „Column Width must match cell contents‟ to adjust the
               column width to its contents such that the data fits precisely into a column. Use the option
               „Table Width must match allotted space‟ to set the width of the Table to the space
               available.
           o   Autosize Rows: Use the option „Row Height must match cell contents‟ to adjust the row
               height to its contents such that the data fits precisely into a row. Use the option „Table
               Height must match allotted space‟ to set the height of the Table to the space available.
           o   Methods: Choose the sizing method (change font size, change table size, scrollbars) to
               reach the proper Table size.
       Undo last formatting action [CTRL+Z]: Use this option to undo the previous action. Can be
       done repeatedly to undo a series of actions.
       Remove all formatting: Remove all formatting done on the current Table.
       Order: This option is used to position the Table in front or behind other objects of the Dashboard
       in case they are (partly) overlapping.
       Remove Table: Use this option to permanently delete the Table from the Dashboard.
       MT View options: The following submenu will be shown:




       Figure 6.28: The MT View Options submenu.

       This submenu contains the following options:
           o   Change Selections…: This option opens the Selector tool, and allows you to change the
               selections on the Dimension Values. For more information on the Selector Tool see
               chapter 4.



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             o     Change Dimension Positions…: Reorder the dimensions in the Group, or on the across
                   and Down edge by dragging and dropping Dimension labels in the pop-up form below:




                   Figure 6.29: On this form the Dimension Positions can be changed.

             o     View Properties…: This opens the Table View properties form described before.
             o     Revert to saved View Settings: This sets the table as it was saved originally.
             o     Replace View…: Replace the View with a different Saved View.
             o     Save View As…: Save the current View.
             o     Open table as MT View: Leave the Dashboard area and open the Table as a MT View.

   Note:
   To select a Table to change or View its properties: click on the Table, then resize, move, or use right mouse click in the
   Table or an element of the Table to obtain the popup-menu.
   To work with the grid: First choose "Format grid", then in the grid area use the left mouse button to select one or more rows,
   columns or an area with one, more or all cells and continue with a right mouse click.



Table element properties
Title
Items in the "Title" section of the popup-menu are "Format" and "Hide":
        Format: This option opens a Format dialog to set properties for text and background color.
        Hide: This will cause the Title to disappear. Once a Title is hidden an additional item ("Show") is
        available in the "Table" section, which can be used to make the title reappear.
The Title width cannot be influenced. Title sizes with the width of the total Table area.
Group
Items in the "Group" section of the popup-menu are shown below:




Figure 6.30: Group options menu.

The options in this menu are:
        Change background color: This will set the color (predefined or customized) of the 'free' area of
        the Table. The free area is the space not used for 'title', 'Dimension boxes' or 'grid'.
        Position of group Dimensions: This option is used to place the 'Dimension boxes' above or left
        of the grid.


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   Note:
   Make sure to leave some area in the Table to right click to make the “Group” section appear in the popup-menu!


Dimension
Dimension boxes can be sized dragging the 'drop down box arrow' in the box left or right:



Figure 6.31: Adjusting the width of a Dimension box.

Items in the "Dimension" section of the popup-menu are shown in Figure 6.32:




Figure 6.32: The Dimension menu of a Period Dimension.

The options in this menu are:
         Format: This option opens a Format dialog to set properties for text and background color.
         Hide: This will cause the Dimension box to disappear. Once a Dimension box is hidden an
         additional item ("Show") is available in the "Table" section that can be used to make 'All group
         Dimensions' reappear.
         Autolink [Dimension name]: This option is used to enable/disable the feature that links the
         Views on the dashboard such that scrolling in a Dimension box in one View will cause other
         Dimension boxes for the same Dimension of other Views to scroll to the same item. This feature
         facilitates the design of one dashboard to be used for many accounts, products and so on. It
         allows the design of a dashboard where Dimension boxes do not have to be present with all
         Views. Views can have no Dimension boxes at all if one (generally a View on top of the
         dashboard) provides them.

             Note:
             If the selection of the other View does not contain the item no data is displayed in that View.


         'Automatic Dimension limiting' in the "Dashboard" section of the popup-menu overrules the
         individual settings.
         The section "Linking of Dimensions of objects" will further explore Dimension linking.
         Copy formatting: This option is used to copy the formatting properties of a Dimension box.
         Paste formatting: This option is used to paste formatting properties of a Dimension box on other
         Dimension boxes in the same Table.
Grid
Table grid element properties are shown in the figure below:




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                                                                                                            Grid




                                                                                                 r/c header cells

                                                                                                      Row headers


                                                                                                Column headers


                                                                                                   Data cells
Figure 6.33: Table grid menu.

This menu contains the following options:
        Format…: Use this item in the "Table" section of the popup-menu or after a double click in the
        Table area to enable the formatting for the elements in the grid.
        Format fixed grid areas: Use this item that appears in the popup-menu to apply formatting
        properties to all items of an element (i.e. on a Grid, data area or (row/column) headers).

            Note:
            It is good practice to apply formatting properties to all items of an element rather than on individual items. This way,
            if the selection of a View changes, the properties will be assigned to new items in the selection!



In the grid area selections can be made on:
        One row or a range of rows.
        One column or a range of columns.
        All cells of a Table (upper left hand cell).
        One cell or a rectangle of adjacent cells.
A right mouse click after a Row or Column selection will cause a popup-menu to appear like:




Figure 6.34: The grid row menu. The grid column menu looks similar.

This menu contains the following options:




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       Format: This option is used to set formatting properties using a Format dialog. Properties are to
       be set for the entire row/column or for the data or header parts only. The submenu consists of the
       following three options:
       o     Selected row/column…: Apply formatting properties to the selected row/column.
       o     Data cells of selected row/column…: Apply formatting properties to the data cells of the
             selected row/column.
       o     Header cells of selected row/column…: Apply formatting properties to the header cells of
             the selected row/column.
       Size…: This option shows a popup menu (see Figure 6.35) where one can specify the row height
       or column width for the selected row/column.




        Figure 6.35: Adjust row height or column width on this form.

       Hide row/column: This option will make the row(s)/column(s) disappear.
       Unhide row/column: This option will make row(s)/column(s) appear again (Selected the adjacent
       rows/columns).
       Insert row/column: This option will insert row(s)/column(s) before or after the selected
       row(s)/column(s). Contents of cells of inserted rows and columns can be edited.
       Working with rows/columns an additional feature is provided to repeat formatting every fixed
       amount of rows/columns. A dialog like the one below appears when hiding or inserting
       rows/columns:




        Figure 6.36: Apply a certain format for every specified amount of rows/columns.

       Marking the checkbox will cause the formatting properties to be applied every specified
       rows/columns.

           Note:
           Use this feature to „gray‟ every other row.

       A similar dialog is integrated in the Format dialog with "format" items for rows/columns.
Graph Views
Working with Graph Views is very similar to working with Table Views. Consult the section on Table Views
for examples on placing Views on a dashboard.
Graph Views are derived from existing Graph View definitions stored in 'Shared Views databases‟.
There are four possible ways of placing a Graph View on a Dashboard:
             On the Dashboard, right mouse click, in the "Dashboard" section of the popup-menu choose
             "Add object", choose "View…" and a 'Views window' will appear where the 'Saved View' that
             holds the specification of a Graph can be selected.
             From the 'Windows menu' choose "Place View on active Dashboard" and a 'Views window'
             will appear where the 'Saved View' that holds the specification of a Graph can be selected.



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              In the Outliner, right mouse click on a Saved View and choose "Place on active Dashboard".
              From the MT Outliner, drag a 'Saved View' to the Dashboard at the desired position.
If a Graph is not dragged from the Outliner (dragging is the preferred method) it will be placed at the upper
left position of the Dashboard and has to be dragged to its desired position. A Graph can always be sized
and moved at a later stage.
Once the Graph is on the Dashboard its properties are changed to create the desired appearance.
A Graph consists of a number of elements. Each of the elements has its specific properties. The
Dashboard designer is aware of the type of element where a right mouse click is made and will present a
pop-up menu with items related to that element.

                                xxxx Dimension




                                                                                                       Group




                                                                                                         Graph




Figure 6.37: The components of a Graph View inside a Dashboard.


   Note:
   With a Graph most formatting is done using the Graph properties of the originating View, resulting in less elements to be
   formatted on the dashboard.


Graph element properties
To select a Graph to change or View its properties:
 Click on the Table, then resize, move, or use right mouse click in the Table or an element of the Table
to obtain the popup-menu.
Graph
A right mouse click in the Graph area will result in a popup-menu like:




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Figure 6.38: Menu options of the Graph Area of a Graph View on a Dashboard.

The above menu contains the following options:
        Format Graph: This option is used to make adjustments to the Graph View after it is placed on a
        Dashboard. See section 3.2.1 for more information on formatting Graph Views. After making the
        adjustments, use „stop Graph editing‟ in the menu accessed by clicking the right mouse button, to
        stop the Graph formatting process.
        Change background color…: After selecting this option a Format dialog will appear that can be
        used to set the background color of the 'free' area of the Graph. The free area is the space not
        used for 'Dimension boxes' or 'Graph-including titles and legend'.
        Undo last formatting action: Use this option to undo the previous action. Can be done
        repeatedly to undo a series of actions!
        Remove all formatting: Use this option to remove all formatting of a Graph View.
        Order: This option is used to position the Graph in front or behind other objects on the Dashboard
        in case they are (partly) overlapping.
        Remove Graph: Use this option to permanently delete the Graph from the dashboard.
        MT View options: A submenu pops up looking similar to the one below:




        Figure 6.39: The MT View options submenu.

        This submenu contains the following options:
            o    Change Selections…: This option opens the Selector tool, and allows you to change the
                 selections on the Dimension Values. For more information on the Selector Tool see
                 chapter 4.
            o    Change Dimension Positions…: Reorder the dimensions in the Group, or on the Across
                 and Down edge.
            o    View Properties…: This opens the Graph View properties form described before.
            o    Revert to saved View Settings: This sets the Graph as it was saved originally.
            o    Replace View…: Replace the View with a different Saved View.
            o    Save View As…: Save the current View.
            o    Open table as MT View: Leave the Dashboard area and open the Graph as a MT View.




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  Note:
  Sizing the Graph area will not only influence size but changes its 'looks' as well!

Group
The group popup-menu can be found clicking (with the right mouse button) on the corresponding spot
marked in Figure 6.37. Items in the "Group" section of the popup-menu are shown below:




Figure 6.40: The Group popup-menu of a Graph View.

This menu contains the following options:
         Change background color: This option shows a Format dialog that can be used to set the
         background color of the 'free' area of the Graph. The free area is the space not used for
         'Dimension boxes' or 'Graph-including titles and legend'.
         Position of group Dimensions: This option is used to position the 'Dimension boxes' above or
         left of the grid.
Dimension
The Dimension boxes of a Graph View can be sized by dragging the 'drop down box arrow' in the box left
or right (as indicated in Figure 6.41).



Figure 6.41: Sizing a Period Dimension box.

By clicking (with the right mouse button) on a Dimension box in the Graph View, the following popup-
menu appears:




Figure 6.42: The Dimension box popup-menu of a Facts Dimension.

This menu contains the following options:
         Format: This option opens a Format dialog to set properties for text (i.e. Font, font size, font color
         and fond style), border style and background color.
         Hide: This option will cause the Dimension box to disappear. Once a Dimension box is hidden an
         additional item ("Show") is available in the "Graph" section that can be used to make 'All group
         Dimensions' reappear.
         Autolink 'Dimension name': This option is used to enable/disable the feature that links the
         Views on the dashboard such that scrolling in a Dimension box in one View will cause other
         Dimension boxes for the same Dimension of other Views to scroll to the same item. This feature
         facilitates the design of one Dashboard to be used for many accounts, products and so on. It
         allows the design of a Dashboard where Dimension boxes do not have to be present with all
         Views. Views can have no Dimension boxes at all if one (generally a View on top of the
         dashboard) provides them.




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            Note:
            If the selection of the other View does not contain the item no data is displayed in that View.
            „Automatic Dimension linking‟ in the “Dashboard” section of the popup-menu overrules the individual settings.


         The section Linking of Dimensions of objects will further explore Dimension linking.
         Copy formatting: This last option is used along with Paste formatting to apply the same
         formatting properties to other Dimension boxes of the same Graph View.
6.3.3 Linking of Dimensions of objects
Suppose the user made a Dashboard including a Graph View. By selecting a different item in a Group
Dimension scrollbox of this Graph View different information will be shown in that View. Other Views on
the screen may have the same or a similar group/paging Dimension and in most cases it is desired that
those Views react and change information related to the newly chosen item. The Dashboard designer can
fulfill these desires. There are two different approaches to achieve the desired result (each of them will be
discussed in detail below):
         Automatic Linking.
         Using a Linker object (formerly known as a Pager).

   Note:
   The existence of the linking mechanism allows „hiding‟ of Dimension boxes for some or all (when Linker objects are used) of
   the Views on the Dashboard.


Automatic Linking
When the same Dimension of the same database appears in more Views it is assumed linking between
Dimensions is preferred. Therefore flags that indicate „Automatic linking‟ are ON by default. There is a
global flag on the general popup-menu of the Dashboard. Disabling this option means no automatic
linking at all in the Dashboard. Besides the global flag does each Dimension contain its own local flag,
disabling this option means no Automatic Linking for this Dimension (this applies to all the Views of the
Dashboard). These local flags for the individual Dimensions are set in the “Dimension” section of the
popup-menu (see Figure 6.42). Setting the local flag related to the Dimension of one View will cause it to
be set for all Views.
If the selection for the Dimension of a View does not contain the item selected in another View and
Automatic Linking is active the Dimension box will be empty and no data will be displayed.

   Note:
   At design time this may cause a confusing experience. It is recommended that at design time the general flag for automatic
   linking is OFF until the flags for the individual Dimensions that need to be OFF are changed. The section “Best Practices”
   further below will explain how to recover from undesired situations.


Linker object
With Linker Objects the designer has full control on Dimension Linking. Linker objects allow linking of
Dimensions that are the same or similar, for Views originating from the same or from different databases.
So this feature is a direct generalization of the Automatic Linking property. Linker objects feature code-
linking, i.e. Dimension codes are related through Linking Tables (there can be more Linker objects on one
Dashboard).
A Linker Object creates an area holding one or more Dimension Scroll boxes. These can be positioned
anywhere on the screen. Selecting an item will cause a signal to be sent to the specified Dimensions of
the specified Views. These Dimensions in all Views will then show the selected Dimension Value.
A Dimension Box in a Linker object takes precedence over individual Dimension boxes of the Views
(provided the Dimensions are connected by the Linker). If a View shows its individual Dimension boxes
the item selected in the linker will appear in these boxes. If an item is selected in those individual
Dimension boxes this will not automatically cause other Views to show the same Dimension Values nor
the Dimension box in the Linker will be changed.
If a Dimension box is hidden in the Linker, the individual Dimension boxes of the Views act as Linker
Dimension boxes.



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Linker objects can be created from the General section of the popup-menu of a View. Choose „Add object‟
then „Linker‟. Once Linker objects exist, an additional item “Organize linkers …” is shown in the
“Dashboard” section of the popup-menu. By clicking (with the right mouse button) on the Linker object, the
following menu pops up:




Figure 6.43: The linker popup-menu.

This menu contains the following options:
        Format: This will cause a Format dialog to appear that can be used to set text (font/color) and
        background (color/border) properties for the Linker object area. Dimension boxes in the Linker
        can be formatted as described with Table/Graph Views.
        Name: A format dialog will appear where the Linker can be named. This name will be used for
        example in Organize linker menu as shown below in Figure 6.44.
        Order: The order option is used to position the Linker in front or behind other objects of the
        Dashboard in case they are (partly) overlapping.
        Delete linker: This last option will permanently remove the Linker from the Dashboard and
        Organizer.
All options in the Organize linkers form described
Choosing „Organize linkers ...‟ from the popup-menu will cause a Linker organizer to appear like the one
for the first Dashboard shown in this document (Marketing Tracker Dashboard – Use section):




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Figure 6.44: The Organize linker menu.


   Note:
   On the right part of the Organizer menu is a brief explanation of its is use, to remove an item from the organizer drag it to the
                  icon.

The Dimension group shown in Figure 6.44 is for the three Geography Dimensions originating from the
first three Views in the Views folder (marked by a blue color). The first Dimension in the Dimension group
determines the selection in the Dimension box. Opening the Folders for the second and third Dimension
show a connection/relation icon and [no link]. [No link] since the Dimensions are the same and code-
linking is not required. Clicking on [no link] causes a screen to appear like the one below:




Figure 6.45: [no link] menu.

Clicking            will cause the complete linking Table to appear for the Dimension group:




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Figure 6.46: The complete linking Table for the Geography Dimension.

The columns are related to the specification in the Dimension group. In this example the column headings
are identical since the Dimension Names are identical. If no link is specified the Linker will attempt to
match Dimension codes. The third column illustrates the use of the Linking Tables: Selection boxes are
present with Dimension items. If any links are present “[no link]” changes to “[ad hoc link]”.
See also the “Linking Dimensions from separate Databases” examples below.
If Links between Dimensions are expected to be used with more Dashboards in the same Dashboard
catalog click on the  (save) icon and a dialog will appear like the one below:




Figure 6.47: Save pager link menu.

To apply the Links on another combination of Dimensions click the      (open) icon and choose stored link
in the Load link dialog:




Figure 6.48: Load a link.

Clicking the     (Trashcan) icon will remove the stored link from the combination of Dimensions.



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To hide a Dimension in a Linker object right mouse click on the Dimension group, or click on the      icon
(top left in the Linking organizer dialog), as shown below:




Figure 6.49: The option to hide a linker.

To create a new Dimension group a Dimension is dragged from a View to a Linker. Other Dimensions
from other Views are added as illustrated below:




                                            2



               1




Figure 6.50: Creating a new Dimension Group.

An alternative that creates a Dimension group with all Dimensions having identical names is to right click
on a Dimension or use the           icon (top left in the Linking organizer dialog):




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Figure 6.51: The Autolink Dimension property.

Linking Dimensions from separate databases
It is possible to link two Dimensions from different databases to each other using a Linker Object on a
Dashboard. This section contains a step by step example demonstrating the use of a Linker between two
data Views both containing data related to pre-baked bread.
Consider the following two Table Views originating from two different databases:




Figure 6.52: Data concerning pre-baked bread sorted by supermarket on the Down edge. Notice the name of the
Dimension on the Down Edge is „Geography‟.




Figure 6.53: Another Data View containing data concerning pre-baked bread sorted by supermarket on the Down
Edge. Notice the name of the Dimension on the Down Edge is „Markets‟.

The objective of this section is to link the Geography Dimension in Figure 6.52 with the Markets
Dimension in Figure 6.53, as they both contain some of the same supermarkets as their Dimension
Values. The Figure below shows the Dimension Values from both Views and how they are supposed to
be linked (the red lines indicate the linking).




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Figure 6.54: The linking between two Dimensions.

We now demonstrate how to create a Dashboard with the Linker as sketched in Figure 6.54.
First of all we create a Dashboard in the following way:
 Open a New Dashboard.
 Add two Graph Views (using multiple panes) to the Dashboard, one containing data belonging to pre-
baked bread from a GfK database and one containing data belonging to pre-baked bread from a IRI
database. Both Graph Views correspond to the Table Views shown in Figure 6.52 and Figure 6.53. So
remark that both Views originate from two different databases! The resulting Dashboard is demonstrated
in the figure below:




Figure 6.55: An example Dashboard containing two Graph Views, which need to be linked.




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Notice that both Views contain a Dimension with different supermarkets as their Dimension Values.
Because the Views are not linked yet, selecting a different supermarket in one View doesn‟t affect the
data displayed in the other View.
We now create a Linker object, to link the Dimension Values from both Views on the Dashboard. Enter
Design Mode and make a right click to show the Dashboard main Menu. Select Add Object and then
select Linker.




Figure 6.56: Use this option to add a Linker Object to the Dashboard.

A box looking similar to the one below will be created on the Dashboard, this is the Linker Object.




Figure 6.57: The Linker Object.

Use a right mouse click inside this box to open the menu below. Click on the option „Organize linkers…‟,
as indicated in the Figure below.




Figure 6.58: Click on the option „Organize linkers…‟ to make the Linking specifications.

This way a new form opens where all Linker Objects on the Dashboard can be organized. In this case
there is only one Linker Object on the Dashboard, so the Linker Organizer only shows Linker 1 in the
upper left of this screen.
The browser also contains all Views and their Dimensions and a Trashcan. The Trashcan can be used
to remove Dimensions from a Linker. The Dimensions in the Views can be used to create the linker.
Everything works by the drag-and-drop principle. Remember we want to link the Markets Dimension to the
Geography Dimension. So Drag the Markets Dimension on the Linker. This way a new Dimension Group
is created in the Linker Organizer.




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We also need to add the Geography Dimension to this Dimension Group. So drag the Geography
Dimension on the Dimension Group or on the Markets Dimension. If the Geography Dimension is dragged
on the Linker 1 map another Dimension Group will be added to the Linker Object, which is not what we
want in this case. The whole drag-and-drop principle described above is illustrated by the Figures below.




Figure 6.59: The Organize Linkers form.




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Figure 6.60: Adding the Markets Dimension to the Linker Object.




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Figure 6.61: Adding the Geography Dimension to the Dimension Group.


After adding the Geography Dimension to the Dimension Group the option                     will be visible.
This object establishes the link between the two selected Dimensions. So click on the option [no link]. This
way a form similar to the one in the Figure below pops up. It shows all Dimension Values in the Markets
Dimension and empty cells for the Geography Dimension. For every linkable supermarket in the Market
Dimension choose its corresponding supermarket in the Geography Dimension by clicking in an empty
cell and selecting the desired supermarket from the list. The result is shown in the Figures below.


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Figure 6.62: This form is used to link Dimension Values.




Figure 6.63: Choose the supermarkets to link. This way the link is established.

Notice that the [no link] object now changes to [ad hoc link]. Also notice that some fields are empty as
there is no supermarket in the Geography Dimension to link it to.
The link is finished, so click the „Ok‟ button.
In Design Mode it is possible to Hide Dimension boxes on a Dashboard. Adding the two Table Views from
Figure 6.52 and Figure 6.53 to the Dashboard as Graph Views (using Multiple Panes) and hiding all


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Dimension Boxes results in the Dashboard below. The Linker Object is visible in the upper left corner. Use
the format menu of the Linker Object (Right mouse click in Design Mode on the Linker) to adjust it to the
case below. As both Graph Views on the Dashboard are linked, choosing another supermarket in the
Linker Object‟s Drop-down box changes both Graph Views at the same time.




Figure 6.64: The resulting Dashboard, containing the Linker object and two linked Graph Views.

Also if a Dimension Value not present in one of the two Dimensions, no data will be displayed in the
corresponding Graph View.
This example showed the usage of a Linker Object to link two Graph Views to each other. A more
complex linking problem including more than one View will be explained in the next section. Keep in mind
that the idea behind the linking is precisely the same as described in this section.
Another more complex example for Linking Dimensions from separate databases
This section shows a more complex example how to link Dimensions from separate databases to each
other. Consider the situation illustrated in the Dashboard of Figure 6.65 below.
The Dashboard shown below contains four different Views (two Table Views and two Graph Views). The
upper two both originate from a sales database, while the lower two originate from a market share
database.
The objective of this section is to create a Linker Object and create two Dimension Groups in this Linker.
Also more than two Dimensions will be linked to each other. In the previous example only one Dimension
Group was used and only two Dimensions were linked to each other.




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Figure 6.65: An example Dashboard with Views originating from a sales- and from a market share database.

Add a Linker object to the Dashboard. After opening the Linker organizer for this Dashboard, as shown in
the previous section, the following menu will pop up:




Figure 6.66: The Linking organizer for this Dashboard.

We want to create two Dimension groups: One for Geography/Continent and one for Product/Productline,
where Geography and Product are Dimensions in the sales database and Continent and Productline are
Dimensions in the market share database.
Dimension group Geography/Continent:
Two Views (originating from the Sales database) have a group(page) Dimension named Geography and
one View (originating from the Market Share database) has a group(page) Dimension named Continent.
The Geography Dimension in the Views from the same Database will automatically be linked. The
Continent Dimension needs to be linked to the Geography Dimension (first in the group).
Dimension group Product/Productline:
One View (originating from the Sales database) has a group(page) Dimension named Product and one
View (originating from the Market Share database) has a group(page) Dimension named Productline.
The Productline Dimension needs to be linked to the Product Dimension (first in the group).



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Figure 6.67: Linking Dimensions.

Click on the      Link Icon for the Continent Dimension to show the “Link Table”. Continent labels are
identical to Geography labels, so linking is very easy but required since autolinking will not be possible if
one of the conditions - 1) Different Dimension name; 2) Different database - exist.




Figure 6.68: Linking the Geography Dimension to the Continent Dimension.




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   Note:
   Linking will be at the Dimension Value (code) level; the linking Tables will show the labels as they are assigned to the
   Dimensions in the originating Views, so changing labels will not disturb the linking Tables!


Click on the      Link Icon for the Productline Dimension to show the “Link Table”. Labels assigned to
Productline are slightly different but still relatively easy to link.




Figure 6.69: Linking the Product Dimension to the Productline Dimension.

6.3.4 Deployment
Via:
              MarketingTracker:
              Web-browser
              Published Dashboards
MarketingTracker
The Dashboard Add-on has to be installed and authorization on the Dashboard catalogs has to be
granted by the system administrator (MT-Manager).
Web-browser
An additional folder with .ASP items has to be installed on an activated IIS server.
In this folder are included administrative tools for Authorization and Logging.
Separate documentation on installation and authorization is provided.
At the user site no installation is required.
Dashboards can work „live‟ on the OLAP database or on „published files‟.
Published dashboards
Dashboard catalogs can be regularly published, resulting in files to be placed on a server.
The dashboard (catalog)s can be accessed using a web browser (see above).
There is no connection to the OLAP database engine.




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6.3.5 Best practices
In Dashboard design
The following lists shows an efficient and effective way of creating Dashboards. It is recommended to
follow the following procedure when creating Dashboards:
        Create a new Dashboard.
        Disable Automatic Dimension linking.
        Position all Views on the Dashboard.
        Autoformat.
        Autosize.
        For each Dimension box set Autolink on or off.
        For each Dimension box determine whether or not it needs to be hidden.
        Determine whether a Linker object is required.
        Enable Automatic Dimension linking if desired.
If a View does not show data and/or a Dimension box is empty due to automatic Dimension linking,
consider the following steps:
            Enter design mode.
            In the Dashboard section set Automatic Dimension linking off.
            Show all Group Dimensions.
            Leave design mode.
            Scroll Dimension box(es) to Dimension item(s).
            Enter design mode.
            In the "(Dimension name) Dimension" section: Autolink (Dimension name) Dimension off.
            ….
            Save/ Leave design mode.
Changing selections
            Table Formatting on specific lines/columns is on line/column position number.
            Changing the selection of a View may cause the necessity of adjustment of formatting.
            When working with the Empty Rows/Columns feature enabled, formatting is not influenced
            since registration is made on the original row/column position numbers.
Tips
        Apply Formatting on areas rather than cells or rectangles of cells.
        Empty lines can be created by „Insert Line‟ or by “enlarging” the height of a line and adjusting the
        contents of that line.

6.4 Using Dashboards
Dashboards can be accessed directly in Marketing Tracker or using a Web browser.
If the Dashboard is started from a Web browser only a link to address the Dashboards and a username
and password are required; these are provided by the system administrator.
A dashboard is started from a dashboard catalog as present in the Marketing Tracker Outliner or Web
browser Outliner:




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Figure 6.70: Opening a Dashboard from the MT Outliner.

   Note:
   A dashboard can be made the 'startup View' for Marketing Tracker. Each MT session will start with the Dashboard specified
   until another View is designated as startup View or the feature is disabled ('No startup View' in popup-menu of Outliner).


An example Dashboard might look like the one shown below:




Figure 6.71: An example Dashboard.

   Note:
   Information on the Dashboard will always be up-to-date and synchronized with Marketing Tracker Database content and
   Dimension selections in the Views.




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Figure 6.72: Using the scroll boxes (like for region and product in the example above), information in the Views will
change to reflect the data for the items selected in the scroll boxes.

A right mouse click in the dashboard will cause a popup-menu to appear like:




Figure 6.73: The Dashboard menu.

This menu contains the following options:
         Automatic dimension linking: When check marked this will cause page scrolling in linked Views
         as described above.
         Copy page to clipboard: This option will copy the data of Tables and Graphs to the clipboard.
         Print: This option will allow printing of the dashboard. A "Preview" screen will be presented with
         options "(Undo) Fit to Page" and "Print Settings" to open a Page setup dialog. It is assumed a 'Fit
         to page' is desired so this setting is enabled by default.




         Figure 6.74: Print Dashboard menu.

         Close: This option will remove the dashboard from the work area.
         Enter design mode: This option will bring the dashboard in design mode if design authorization
         is granted.




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7 Managing Information
With MarketingTracker you can perform basic View tasks, such as opening, saving, closing and deleting
Views.
To keep an overview of the information obtained while working with MarketingTracker you can use folders
to organize your Saved Views.
You can use a Briefing Book if you want to organize Shared Views differently for different types of users
and if you want to organize Views originating from various databases at the same place. In a Briefing
Book also other types of files can be organized. This way you can organize related information of different
external programs at the same place.




Figure 7.1: An example of a Briefing Book.

A Briefing Book can be exported so that the information in it can be viewed in the MTViewer. The
MTViewer is a light version of the MarketingTracker. This way you can reach a greater audience.

7.1 Managing Views
7.1.1 Opening Views
All Views, Data as well as Personal and Shared Views can be opened. The information in the title bar of a
View indicates whether the View is a newly opened View (New Table/Graph), a previously saved Personal
View (Table/Graph) or a Shared View (Shared Table/Graph).
A sequence number is assigned to each View opened in the MarketingTracker. More than one instance of
the same View can be opened simultaneously. They differ by the sequence number in the title bar. Linked
Tables/Graphs have identical sequence numbers.
There are several ways to open Views:
             Open a View in the Outliner.
             Open a View from the File menu or Toolbar with the View dialog box.
Open a View in the Outliner:
 Select a View from the Outliner:
             To create a new View, select a View from the Data View folder.
             To open a Saved View, select a View from the Personal Views or Shared Views folder.
There are four ways to open a View in the Outliner:
        Open (default): Double click the View or right click on it and select the option Open to open the
        View in the way that it has been saved. Data Views open as a Table View. For Saved Views it
        depends on whether it has been saved as a Graph, as a Table or as both.




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         Open Table View (right click on View): Opens the View as a Table View even when it has been
         saved as a Graph.
         Open Graph View (right click on View): Opens the View as a Graph View even when it has
         been saved as a Table.
         Open Table & Graph View (right click on View): Opens both a Table and a Graph View even if
         it has not been saved as a Table and Graph View. These two Views are linked.
Open a View from the File menu or Tool bar with the View dialog box:
 Click on the New View     or Open View button     or select the New View or Open View command
from the File Menu. The New View option opens the View dialog box focused on the Data Views tab and
the Open View option opens the View dialog box focused on the Saved Views tab.




Figure 7.2: Tab for opening a New View.

 Select the data or Saved View you want to open.
 Click the OK button to confirm the choice. The selected View will be opened.

   Note:
   Although it is one of the strengths of MarketingTracker to be able to work with multiple Views simultaneously, it is wise not to
   open too many Views at a time. Every open View consumes a certain amount of resources and too many open Views can
   considerably slow down performance.


7.1.2 Save Views
Your Views can be saved, which in fact means that all personal manipulations on the View (selections in
the Dimensions, Dimension arrangement and any changes made to the layout) are saved. So not the data
is stored, but the specifications performed on the View. This implies that any changes to the data will
automatically be reflected when a Saved View is opened.
To save a View:
 Make sure that the View to save is the active View (click the View with the mouse or use the Window
menu item and select the appropriate View).

 Choose the Save or Save As command from the View menu or click the Save button                                     on the
toolbar. The Save View form appears which looks like the one below:




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Figure 7.3: The General Tab of the Save View form.

This form contains two tabs with the following options:
General Tab:
        Name and Description: A name and (optionally) a description for the View as shown in the View
        and Description section of the Outliner and in the Window Title bar.
        Save as Shared View: Mark the checkbox to save the View as a Shared View (only available if
        you have the right to save Shared Views)
        Behavior in time: The behavior in time specifies the way the View collects its data each time it is
        opened. There are three methods for the Time behavior of a View:
             o   Fixed: The selections made on the time Dimension are frozen. The data in this View will
                 always be the same.
             o   Moving: The selection moves in time when new periods are added to the time Dimension.
                 New periods are added and old periods are excluded.
             o   Expanding: New periods are added to the selection. The data in this View will expand
                 with time.
Reports Tab:




Figure 7.4: The Reports tab of the Save View form.



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This form contains the following option:
        Reports: Mark the checkboxes to select the type of output that can be used for reporting. The
        checkboxes are only enabled when properties for the specific output type are filled correctly. Use
        the Option buttons to fill out the properties for the output. For more information, see chapter 8
        „Sharing Views‟.
To save all open Views at once:
 Choose the Save All command from the File menu. Previously Saved Views will be saved directly, but
for new Views the Save as dialog box will be displayed. For these Views, follow the instructions as
described above.


     Note:
     If the Table as well as the belonging Graph View is opened in the MarketingTracker, both are saved at the same time. If
     only the Table View is opened, only the Table View will be saved. If only the Graph View is opened, only the Graph View
     will be saved.
     Prudence is in order while using the Save command or Save button in case of a previously Saved View; you are
     overwriting the existing View. Use the Save As command if you want to save the View as a new View.
     The Behavior in time drop-down box is only enabled if your database is prepared for using it.
     The HTML check box on the Reports tab will only be enabled when your MarketingTracker supports Publishing and when
     all HTML Properties are filled in correctly.
     The Export check box on the Reports tab will only be enabled when all Export Properties are filled in correctly.



7.1.3 Close Views
A View can be closed, by closing the View window. Since a View may consist of two windows (Table and
Graph, with identical View numbers), a View is only considered closed when the last remaining window of
the View is closed.
To close a View:
 Make sure the View window that should be closed is the active window (click the View with the mouse
or use the Window menu item and select the appropriate View).
 Choose the Close command in the File menu or click the Control menu box of the View window and
select Close  .
 If the window is the last remaining window of the View (Graph or Table), and the View has been
modified, you will be asked if you wish to save the View. The View will not be closed and saved if Cancel
is selected. If Yes is selected, the View will be saved before being closed. If No or No to All is selected,
the View(s) will not be saved, but closed.
To close all Views at once:
 Choose the Close All command in the File menu. All Views will be closed. For each View that has been
modified you will be asked if you wish to save the View. Selecting Cancel will not close the View and the
closing process is stopped. Selecting Yes will save the View before it is closed. Selecting No will not save
the View. Selecting No to All will close all the remaining Views without saving the Views.
7.1.4 Delete Views
To delete a View:
 Right click the specific View in the Outliner and select the Delete command of the shortcut menu that
appears.
Or
 Select the specific View and press the Delete button on your keyboard.
7.1.5 Edit View Properties
View properties can be edited to change the settings that MarketingTracker uses for the View (name,
description, time behavior and export facilities).
To edit View properties:
 Right click on a View in the Outliner and select Properties.
The following form appears on your screen:




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Figure 7.5: The View properties form.

 Make the desired changes on the General tab. For more information, see Chapter 7.1.2 Save Views‟.
 Make the desired changes on the Reports tab. For more information, see Chapter 7.1.2 Save Views‟.
 Click the OK button to confirm or the Cancel button to cancel the changes.

7.2 Managing Views Using Folders
Folders allow you to store Saved Views in an organized manner. Create folders for categories matching
the way you want to organize your information, then move your Saved Views to the most appropriate
folder. It is also possible to create folders within folders. Your Saved Views are easier to find when you
organize them this way.
A (sub) folder has two properties:
        Name: Name as shown in the Views section of the Outliner.
        Description: Description as shown in the Description section of the Outliner when the folder is
        highlighted.
To create a folder:
 Right click on the Personal/Shared Views folder and select the New View Folder command in the
shortcut menu.
 Right click on the new View folder, select properties and enter a Name and (optionally) a Description.
To create a subfolder:
 Right click on the folder where the subfolder should be placed in and perform step 2 above to create a
subfolder.
To move a Saved View into a folder:
 Drag and drop a Saved View on the desired folder.
To rearrange folders:
The folders can be rearranged several ways:
 A folder can be placed between two other folders by selecting the folder and using the right-mouse
command 'Move Up'/'Move Down' to move the folder to the desired place.
 A folder can become a subfolder of another folder, by dragging it on top of that folder and dropping it
there.
 Dropping the folder on top of the Personal/Shared Views folder makes that folder the last folder in the
Personal/Shared Views folder.
To rearrange Views:
Views can be rearranged several ways:




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 A View can be moved within a folder by selecting the View and using the right-mouse command 'Move
Up'/'Move Down' to move the View to the desired location.
 A View can be moved within a folder by dragging the View and dragging it on top of another View
where it has to be placed before.
 Dropping the View on top of the folder makes that View the last View in the folder.
 A View can be moved to another folder by dragging the View on top of the desired folder and dropping
it there. It becomes the last View in that folder.
To delete, rename or change properties of a folder:
 Right click on the folder.
 Select the preferred action in the shortcut menu that appears.

   Note:
   It is not possible to save a View directly into a folder. You have to save the View first and then move the View to the appropriate
   folder.



7.3 Managing Information using Briefing Books
A Briefing Book is an item in the Outliner containing a (hierarchical) menu structure of folders, Shared
Views and other files.
It can be used for:
              Organizing Shared Views in a structured way so that it is easy to use for any user.
              Organizing Shared Views differently for different types of users.
              Organizing files associated with external programs (e.g. a text file with Notepad or Word, a
              worksheet with Excel, hyperlinks, etc.).

    The contents of a Briefing Book are shown by double clicking the Briefing Book icon in the Outliner.
Your Database Administrator normally prepares the Briefing Book and Shared Views.
To Install a Briefing Book:
 Right click in the Outliner and select Add Briefing Book... or open the Tools menu and select Install
Briefing Book.




Figure 7.6: Add Briefing Book form.




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 Select an existing specific Briefing Book (*.dbb file) or define a new Briefing Book file by filling in File
Name, Name and Description and click OK.
The Name and Description are shown in de Views and Description section of the Outliner.
 Your Briefing Book is saved and installed in the MarketingTracker.
To uninstall a Briefing Book:
 Right click on the Briefing Book and select the Remove command from the shortcut menu that appears.
The Briefing Book will not be shown in the Outliner anymore; the file however will not be deleted.
 Another way to uninstall or remove a Briefing Book is by simply using the Delete button on your
keyboard.

   Note:
   The name is shown in the Views section of the Outliner. The description is shown in the Description section of the Outliner when
   the Briefing Book is highlighted.


7.3.1 Manage Folders in a Briefing Book
Using folders and subfolders in a Briefing Book is an easy way to group different items (Views and files) in
your Briefing Book.
A (sub) folder has two properties:
         Name: Name as shown in the Views section of the Outliner.
         Description: Description as shown in the Description section of the Outliner when the folder is
         highlighted.
To create a folder:
 Right click on the Briefing Book and select the New and then Folder command in the shortcut menu.
 Right click on the new View folder, select properties and enter a Name and (optionally) a Description.
To create a subfolder:
 Right click on the folder where the subfolder should be placed in and perform step 2 above to create a
subfolder.
To rearrange folders:
The folders can be rearranged several ways:
 A folder can be placed between two other folders by selecting the folder and using the right-mouse
command 'Move Up'/'Move Down' to move the folder to the desired place.
 A folder can become a subfolder of another folder, by dragging it on top of that folder and dropping it
there.
 Dropping the folder on top of the Briefing Book makes that folder the last folder in the Briefing Book.
To delete, rename or change properties of a folder:
 Right click on the folder.
 Select the preferred action in the shortcut menu that appears.
7.3.2 Manage Views in a Briefing Book
A View in a Briefing Book is a reference to a View in a Shared Views Database. This causes the View to
be updated automatically when its original Shared View is changed.
Only Shared Views can be made accessible by using a Briefing Book.
To add a View to a Briefing Book:
Views can be added to a Briefing Book by several ways:
 Drag and drop a Shared View on the desired folder.
 Drag and drop a complete folder with Views from the Shared Views Database on top of the Briefing
Book
 Right click on the desired folder and select New and View in the Shortcut menu and select the View
you want to add.




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To remove a View from a Briefing Book:
 Right click on the View and select Remove in the Shortcut menu that appears. Or simply press Delete
on your keyboard
To rename a View in a Briefing Book
 Right click on the View and select Rename in the Shortcut menu that appears
 Rename the View and press Enter
To change properties of a View in a Briefing Book:
 Right click on the View and select Properties in the Shortcut menu that appears.
The following form appears on your screen:




Figure 7.7: Changing properties of a View in a Briefing Book.

 On the General Tab, the name and description of the View can be changed.
 On the View Tab, you can select if you want the View to be shown as a Table View, as a Graph View or
as both Table and Graph Views.
 On the View Link Tab, the original View where the Briefing Book View is referred to can be changed by
selecting a new Shared View with the change button.




Figure 7.8: The View Link tab.

To rearrange Views:
Views can be rearranged several ways:
 A View can be moved within a folder by selecting the View and using the right-mouse command
'Move Up' / 'Move Down' to move the View to the desired place.
 A View can be moved within a folder by dragging the View and dragging it on top of another View
where it has to be placed before.
 Dropping the View on top of the folder makes that View the last View in the folder.
 A View can be moved to another folder by dragging the View on top of the desired folder and dropping
it there. It becomes the last View in that folder.

   Note:
   The functionality of the MarketingTracker regarding Views that are added to a Briefing Book remains the same.
   The name of a View in a Briefing Book does not need to be identical to the name of the Shared View it originates from.
   It is also possible to add a complete folder with Shared Views to a Briefing Book by dragging and dropping that folder on top of
   the Briefing Book.




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7.3.3 Managing External Files in a Briefing Book
Besides MarketingTracker Views, it is also possible to link other files to a Briefing Book. This functionality
gives you the opportunity to group related information.
To add an external file to a Briefing Book:
 Right click on the folder where the file should be located.
 Select the New and then the Other File command in the shortcut menu.
 Select the file you want to add to the Briefing Book and click OK.
To remove an external file from a Briefing Book:
 Right click on the file and select Remove in the Shortcut menu that appears or simply press Delete on
your keyboard.
To rename an external file in a Briefing Book:
 Right click on the file and select Rename in the Shortcut menu that appears.
 Rename the file and press Enter.
To change properties of an external file in a Briefing Book:
 Right click on the file and select Properties in the Shortcut menu that appears.
 You can change the name and description that is used in the Outliner of the MarketingTracker.

   Note:
   Only files that are associated with programs installed on your Computer can be used. MarketingTracker opens the file with the
   associated program defined by your operating system.




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8 Sharing Views
With MarketingTracker it is possible to generate paper reports. All Views, Table as well as Graph Views
can be printed. The layout of these reports is based on the print properties that are set for that View.
Besides sharing your information on paper reports, the data can also be used with other applications, by
exporting your Views to various file formats. You may export the Views to HTML, worksheets and various
other formats so that you can use it in a Browser, in Excel, in the MT Viewer or in other applications.
For easily sharing the information with other Microsoft Programs you can use the copy to clipboard
function or the Copy current page as picture function.
Use Batchjobs when you wish to print, export or publish multiple Views at once instead of printing,
exporting or publishing them all individually.

8.1 Printing
8.1.1 Print a View
To print an open View:
 Make sure that the View to be printed is the active window (click the View with the mouse or use the
Window menu item and select the appropriate View).
 Click the Print button in the toolbar  , choose the Print command in the View menu or position the
mouse pointer in the Table or Graph, right click and choose Print in the shortcut menu.
The following form appears on your screen:




Figure 8.1: The form for printing Views.

This form contains the following options:
         Printer: Select a printer (standard your default Windows printer will be used) and define the Page
         setup or send the print job to a file instead of the printer.
         Print Range: Choose between printing only the Current group page or printing All group pages.
         Current group page will print only the report with the selected group Dimension Values. All group
         pages will print reports for all values in the group Dimensions.
         Options: Specify to print the Comments (Annotations) with the Table or Graph and edit the Print
         properties (see Chapter 8.1.2 Print Properties‟) by clicking the Advanced button.
         Copies: Select the number of copies and if you want to collate or not.
         Preview: Opens a print preview.




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To print a Saved View without opening it:
 Right click on the personal or Shared View you want to print.
 Select the Print command in the shortcut menu that appears.

    Note:
    Printing All group pages may easily result in printing thousands of pages, because MarketingTracker will print the necessary
    pages for all the selected values of all the Dimensions in the group edge. So make appropriate selections before using this
    option. Since printing a closed View prints all group pages, make sure that only a limited set of group Dimension Values are
    selected in the View.



8.1.2 Print Properties
You are able to specify print properties for Tables and Graphs separately, but the options are equal for
both report types and therefore discussed at the same time.
The Print Properties form can be activated from various places in the MarketingTracker and will have
different effects:
              Default print properties: Any new View will have the print properties derived from the default
              printer properties. These properties can be changed with the Options command in the Tools
              menu. (Set Print Options in the Table and Graph section).
              Print properties for an active View or Saved View: Changing properties for an active or
              Saved View will only change the properties for that particular View.
              Properties for an active/Saved View can be changed by right clicking in the data/Graph area
              of a View; selecting the Table/Graph Properties command and selecting the “Table/Graph”
              section in the tree View on the left side of the form.
              Properties for a Saved View can also be changed without opening the View by right clicking
              on the View in the Outliner; selecting the Properties command and then selecting the Reports
              tab.




Figure 8.2: Table Print Options form.

The following properties can be edited here:
         Headers and footers: This frame contains the following checkboxes:



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             o    Mark the checkbox to print the Table/Graph title as the header for the printout. The font of
                  the header can be changed by pressing the Font... button.
             o    Mark the checkbox to print the Table/Graph description as the footer for the printout. The
                  font of the footer can be changed by pressing the Font... button.
             o    Mark the checkbox to print the fixed footer as a (second) footer for the printout; it
                  automatically uses the description font. The fixed footer can be set in the General Options
                  form, see Chapter 9.1 General Options.
             o    Mark the checkbox to print the groupdim info, the Dimension Values of the group
                  Dimensions.
        Margins: Specify the print margins in inches for the left, right, top and bottom margin.
        Page numbering: This frame contains the following options:
             o    Mark the checkbox to print page numbers.
             o    Select the position of the page numbers (top/bottom).
             o    Select the alignment of the page numbers (left/center/right).
        Orientation: Specify the orientation of the printout, Portrait or Landscape.
        Other: Mark checkbox to print the report in colors.
        Select linewidth and fontsize difference (Graphs only): You can specify to print with a relative
        linewidth and fontsize. For example, if you want the line of a Graph to be 1pt on your screen, but
        3pt on a printout you should select 1pt in the Graph properties and 3 in this field.

8.2 Exporting Data
You can export data of the MarketingTracker to other file formats, so it can be used by other programs.
It is also possible to export data for the MTViewer. The MTViewer is a light version of the
MarketingTracker. It presents exported data from MarketingTracker databases, with the same looks and
functionality as MarketingTracker. The main difference is that users do not need direct access to the
databases.
The MTViewer can be used as a standalone application or it can be used by Internet Explorer to view your
files in a browser.
For working with the MTViewer you can export:
             A View: Only the exported View will be shown in the MTViewer.
             A Briefing Book: The menu structure of the Briefing Book as well as all the Views that are
             included will be shown in the MTViewer.
Another possibility to view your data in a browser is by publishing Views to HTML.

  Note:
  Export to HTML and to XVW (the MTViewer format) is only available if you have the required add-ins.


8.2.1 Export a View
To export an open View:
 Make sure that the View to be exported is the active window (click the View with the mouse or use the
Window menu item and select the appropriate View).
 Choose the Export command in the File menu or position the mouse pointer in the Table, right click and
choose Export in the shortcut menu.
 A form with export properties appears on your screen. You may edit these properties (See 8.2.2 Export
Properties).
 Click the OK button to start exporting; the Export properties are also saved with that View.
To export a Saved View without opening it:
 Right click on the personal or Shared View you want to export. Only Views where all the export
properties have been set and where the export checkbox in the View Properties is marked can be
exported. See chapter 7.1.5 „Edit View Properties‟.


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 Select the Export command in the shortcut menu that appears.

    Note:
    Only Table Views can be exported to files. Executing the above steps in a Graph View will result in a file with data that
    represents the Graph.
    Since exporting may create a file for all group combinations (depending on the Export properties) make sure that only a limited
    set of group Dimension Values are selected in the View.



8.2.2 Export Properties
The Export Properties form can be activated form various places in the MarketingTracker and will have
different effects:
              Default Export properties: Any new View will have the export properties derived from the
              default export properties. These properties can be changed with the Options - Export
              command in the Tools menu. Only the property filename cannot be set in advance.
              Export properties for an active View or Saved View: Changing properties for an active or
              Saved View will only change the properties for that particular View.
              Properties for an active/Saved View can be changed by right clicking in the data area of a
              View; selecting the Export command.
              Properties for an active/Saved View can be changed by right clicking in the data area of a
              View; selecting the Table Properties command and selecting the “Export” section in the tree
              View on the left side of the form.
              Properties for a Saved View can also be changed without opening the View by right clicking
              on the View in the Outliner; selecting the Properties command and then selecting the Reports
              tab.




Figure 8.3: The Export tab.

The following properties can be edited here:




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         Page: Choose between exporting only the Current page or All pages. Current page will export
         only the Table with the selected group Dimension Values. All pages will print reports for all values
         in the group Dimensions.




         Figure 8.4: By exporting all pages of this View, 27 x 5 x 4 = 540 pages are exported.

         Layout: This frame contains the following options:
              o    Group Dimension info: Placement of this information in the export file.
              o    File: Depending on the file type you can export the data to a single file, to multiple files or
                   to clipboard.
         File: This frame contains the following two options:
              o    Type: Choose between WKS, WRK, WR1, WK1, DIF or XLS and in case you have the
                   MTViewer export add-in also XVW.
              o    Filename: Browse to or enter the Filename to export to.

   Note:
   The option „Multiple files‟ will only be available when you choose „All pages‟.
   If you choose the MTViewer file type (XVW) you cannot specify Page and/or Layout options, since all layout properties of that
   View are automatically saved to the XVW file.


8.2.3 Export a Briefing Book
To export a Briefing Book:
 Right click on a Briefing Book.
 Select the Export command from the shortcut menu.
 Fill out the form that is opened (see below) and press the export button.
 Select a previously exported Briefing Book (.xbb) or create a new one in the specified folder.
 Press the save button to start exporting.




Figure 8.5: The Export briefing book form.

This form contains the following options:
         Overwrite settings: Choose to overwrite files that already exist in the specified folder with or
         without asking or to never overwrite files that already exist in the specified folder.



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         Copy linked files to export folder: Mark the checkbox to copy other files than Views that are
         added to a Briefing Book, such as worksheets to the specified folder.
         Automatically convert invalid filenames: Mark the checkbox to convert invalid filenames to
         valid names. The filenames are based on the View names in the Briefing Book. When they result
         in invalid filenames the system converts it to a correct filename. (You are advised to keep this
         option checked).
         Warn if View contains more than xx group pages: Mark the checkbox to warn you if a View
         becomes larger than specified depending on the number of group pages. You can then choose to
         skip or to continue the export of the specified View. Each value in a Group Dimension means 1
         group page.
         Skip if View contains more than xx group pages: Mark the checkbox to automatically skip to
         export a View when the number of group pages is larger than specified.




         Figure 8.6: Exporting this View, will result in exporting 27 x 5 x 4 = 540 pages.

   Note:
   It is not necessary to specify export properties, since the Briefing Book and regarding Views are exported with the WYSIWYG
   principle.



8.3 Copy to Clipboard
In the MarketingTracker you can use the Microsoft Clipboard to temporary store data for using these data
in other Microsoft Programs, such as Word, PowerPoint and Excel.
To copy the View to the clipboard:
 Make sure that the View to be copied is the active window (click the View with the mouse or use the
Window menu item and select the appropriate View).
 Click the Copy View to Clipboard button in the toolbar, choose the Copy Current Page/All Pages
command in the Edit menu or position the mouse pointer in the data area, right click and choose Copy
Current Page/All Pages in the shortcut menu.

   Note:
   Since it is not possible to export a Graph View, the copy to clipboard function is especially useful for Graph Views. If you want to
   insert a Graph into a Word document for example, you have to use the Paste Special command.


8.4 Batch Reporting
In the MarketingTracker you can print, publish or export personal and Shared Views from one or more
databases at once instead of printing, exporting or publishing them all individually as described before. To
do so you need to use report groups and/or Batchjobs.
For processing reports of one database at once you can use the function Report Groups.
For processing reports of multiple databases at once you can use the function Run Batchjobs.
8.4.1     Report Groups
A Report Group has two properties:




Figure 8.7: Report Groups.

         Name: Name as shown in the Views section of the Outliner.
         Description: Description as shown in the Description section of the Outliner.



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To create a Report Group:
 Right click on the Personal or Shared Views folder and select New Report Group.
 Right click on the New Report Group, select properties and enter a Name and (optionally) a
Description.
To add Views to a Report Group:
 Drag Views from the current Personal or Shared View folder and drop them into the Report Group.
To print, publish or export a Report Group:
 Right click on a report group and select the desired command from the shortcut menu that appears.
To remove Views from a Report Group:
 Right click on the specific View and select the Remove command from the shortcut menu that appears.
Or simply press Delete on your keyboard.
To delete a Report Group:
 Right click on the specific Report Group and select the Delete command from the shortcut menu that
appears.
To rename a Report Group:
 Right click on the specific Report Group and select the Rename command from the shortcut menu that
appears and change the name.

   Note:
   Since printing View groups prints all group pages make sure that only a limited set of group Dimension Values are selected in
   each View.
   Publishing is only possible if you have purchased the HTML publishing add-in.
   Only Views where View properties have been set properly can be exported. All other Views in the View group will be ignored.
   See Chapter 7.1.5 „Edit View Properties‟.


8.4.2 Run Batch Jobs
Batch reporting gives you the opportunity to print, publish or export series of Views and/or View groups of
different databases at the same time.
To run a Batchjob:
 Right click in the Outliner and select the Run Batchjobs command or click the Run Batchjobs command
in the Reports menu.
The following form appears on your screen.




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Figure 8.8: Batchjobs form.

This form contains the following options:
        Available Items section: In the Available Items section you may select Personal Views, Shared
        Views and/or Report groups (Personal and Shared).
               Press the button with the arrow to the right to add the selected item to the Batchjob.
        Selected Items section: For every selected item an icon is shown which indicates if the item is
        available for printing, publishing or exporting to a file.
        View groups may contain both Views that are available for printing only and Views available for
        printing and publishing and/or exporting. Therefore the icons cannot be shown there. All available
        reports will be produced.
        Print: Mark the checkbox to print all Views (Views saved as Table will print out Tables only,
        Views saved as Graphs will print out Graphs only and Views saved as Table and Graph will print
        out both).
        Export: Mark the checkbox to export all Views to a file that are available for exporting.
        Warn if View contains more than xx group pages: Mark the checkbox to warn you if a View
        becomes larger than specified depending on the number of group pages. You can then choose to
        skip or to continue the export of the specified View. Each value in a Group Dimension means 1
        group page.
        Skip if View contains more than xx group pages: Mark the checkbox to automatically skip to
        export a View when the number of group pages is larger than specified.
 Press the Start button to start the batch job.

   Note:
   Since printing View groups prints all group pages make sure that only a limited set of group Dimension Values are selected in
   each View.
   Change the properties of a View to make reports available for a batch job. See 7.1.5 „Edit View Properties‟.




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9 Default Properties
Default properties for various options, concerning data refresh, Table and Graph layout and printer
properties can be configured. These properties are used whenever MarketingTracker needs a default
value, for instance the font type when creating a new View.
Default properties for Table and Graph windows only apply when opening a new View. When saving a
View, the active properties are saved with the View and will be restored when opening the same View
again. Changing the default properties will have no effect on Saved Views.
To change the default properties of the MarketingTracker, click the Options command in the Tools menu
or select the Options folder in de Outliner and the Options dialog will appear.

9.1 General Options
These are settings that are global preferences. They have an effect on all Views in MarketingTracker.
They are set at the start-up of MarketingTracker; therefore changes are reflected only after restarting the
MarketingTracker.




Figure 9.1: The General Properties form.

This form contains the following options:
        Automatic Refresh: Mark/unmark the Automatic Refresh check box to enable/disable automatic
        data refresh. Each time a View changes, the MarketingTracker recalculates the data in the View.
        A check mark will appear in the Tools menu and the Recalculate button          will be disabled
        when automatic data refresh is enabled. If you want to change this setting for the current session,
        enable/disable these setting by clicking the Automatic refresh option in the Tools menu.




        Figure 9.2: The Automatic Refresh option in the Tools menu.




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         Maximize View on Open: Mark the Maximize View on open checkbox to open all Views in
         MarketingTracker in a maximized window.
         Automatic database update: Mark the checkbox Automatic database update to update and fix
         databases (i.e. upgraded in case of a new version of the database) without prompting.
         Fixed report footer text: Report-footer is line of text that can be printed at the bottom of your
         reports. This appears when it is entered in the fixed report footer section. You can embed the
         strings @date and @time which act as placeholders for the actual Windows Time and Date.

9.2 View Options
These options affect an entire View, both Table- as Graph Views. Since View properties are saved with
each Personal and Shared View, changing the default View options will have an effect only on Data Views
that are not opened yet.




Figure 9.3: View properties form.

This form contains the following options:
         Exclude rows/columns:
         o    None: All rows/columns are visible.
         o    Empty rows/columns: All rows/columns that do not contain any data are excluded from Table
              and Graph.
         o    Empty and zero rows/columns: All rows/columns that contain no data or the value zero are
              excluded from Table and Graph.
         Other:
         o    Use intelligent restore for hierarchical dimensions: See paragraph 4.2 „Use intelligent restore‟
              for more information on this option.

   Note:
   Exclusion of rows and/or columns increases the application‟s calculation time significantly. For best performance set both
   options to „none‟ and save differently only when necessary for that specific View.




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9.3 Table Options
In the Table section various default layout and print properties concerning Table Views can be modified.
Since Table properties are saved with each personal and Shared View, changing the default Table
Options will have an effect only on data Views that are not opened yet.
This paragraph is subdivided in two parts: General and Layout.
9.3.1     General




Figure 9.4: General Table Options form.

This form contains the following options:
        Dimension Alignment: Down Dimensions alignment sets the alignments (left, right and center)
        of the down Dimension. Across Dimensions alignment sets the alignments (left, right and center)
        of the across Dimension.
        Print Options: With the „Set options‟ button in the Print section, you can modify the default printer
        properties. For explanation of the default printer options see paragraph 8.1.2 „Print Properties‟.
        Other Options: Colorcoding is used to change the background color and to change the font color
        for specific cells. For more information on Colorcoding see paragraph 3.1.2 „Formatting the Table
        View‟.




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9.3.2    Layout




Figure 9.5: Layout Table Options form.

The Cell frame of this form contains the following options:
        Number of decimals: The default number of decimals for the data area.
        Empty cell character: Character displayed in cells with no data.
        Label for totals: Description for cells that contains Dimension totals.
        Alignment: Sets the alignments (left, right and center) of the data cells.
        Width: Sets the width of the columns of the data area.
        Fonts: Sets the font of the Table View.
        Use cell font for Dimensions in Table: When check marked the selected font is not only applied
        to the data area of the View but also to the Dimensions of that View.
        Color signals reversed: When check marked the background of the data cells will be colored
        and the content will be shown with a white font color.
        Hide Annotations: When check marked all annotations in the data area will be hidden.
The Dimension frame of this form contains the following options:
        Width: Sets the width of the Dimension.
        Linewrapping: Sets the number of lines used for the across Dimension.
        Font: Sets the font style of the Dimensions (italic and/or bold). If the 'Use cell font for Dimensions
        in Table' checkbox is unmarked, you can select a font type here, this is indicated in the figure
        below:




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        Figure 9.6: Changing the Dimensions font.

        Hide annotations: When check marked all annotations for the Dimensions are hidden.

9.4 Graph defaults
To change default Graph formatting it suffices to open a Graph View, format it the way you want new
Graphs to appear and then use the menu option „Save chart format as default‟.

9.5 Export Options
In the Export section, options for export to file properties may be modified. Since you need to specify a file
for each View separately, you cannot export Views that have no file specified for export.




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Figure 9.7: Export Options form.

This form contains the following options:
         Page: Choose between exporting only the Current page or All pages. Current page will export
         only the Table with the selected group Dimension Values. All pages will print reports for all values
         in the group Dimensions.
         Layout: The following layout options can be specified:
                       o    Group Dimension info: Position of the Group Dimension information in the export
                            file. The user can choose between „none‟ (only available if the current page is
                            exported), „above page‟, „in rowlabel‟ or „legacy format 1‟.
                       o    File: Depending on the file type it is possible to choose between „single file‟,
                            „multiple files‟ or „clipboard‟.
                       o    Formatted: If the formatted flag is enabled the View Title will be displayed on the
                            sheets tab, if the formatted flag is disabled the Views filename will be displayed
                            on the sheets tab.
         File: The following options can be specified:
             o    Type: It is possible to choose between the following file formats: WKS, WRK, WR1, WK1,
                  DIF or XLS and in case you have the MTViewer export add-in also XVW.
             o    Filename: If the user chooses the option „Export to file‟ from the file menu, it is also
                  possible to specify a filename and a directory to export the file to.

            Note:
            If you choose the MTViewer file type (XVW) you cannot specify Page and/or Layout options, since all layout properties
            of that View are automatically saved to the XVW file.




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10 Technical information
10.1 Managing Databases
To be able to work with your databases, they have to be registered with MarketingTracker before first use.
This installation of a database will be saved for future use. The properties of databases that already have
been installed, can be validated, removed and changed.
MarketingTracker works with three types of Oracle databases:
            MarketingTracker-Type: Those that are prepared to work with MarketingTracker.
            OSA-Type: Express databases, prepared for Oracle Sales Analyze and Oracle Financial
            Analyzer.
            Express-Type: Ordinary Express databases, not prepared for MarketingTracker.
10.1.1 Install Databases
To install a database in MarketingTracker:
 Right click in the Outliner and select Add database or choose the Databases command from the Tools
menu and click the Add button in the Database manager.
The Add Database dialog box appears:




Figure 10.1: The General Tab of the Add Database form.

The General tab of the above dialog box contains the following options:
        Name: Name of the database as shown in the Views section of the Outliner.
        Description: Description as shown in the Description section of the Outliner when the database
        folder is highlighted.
        Type: Type of the database.
        Database: Select the database file by clicking the Browse button next to the list box.
        User database: In the User database list box you may specify the file for the user database. This
        database is used to save Personal Views (in a multi-user system all users have their own user
        databases).



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        Use the Clear button to remove the user database from the Outliner, it will not be deleted.
        Use the Create button to create a new user database.
        Shared database: In the Shared database list box you may specify the file containing the Shared
        Views (Shared Views are Views prepared by the database administrator or users with rights to
        create Shared Views).
        Use the Clear button to remove the shared database from the Outliner, it will not be deleted.
        Use the Create button to create a new shared database.
The Advanced tab is for databases with a special character and looks like the figure below:




Figure 10.2: The Advanced Tab of the Add Database form.

This tab contains the following options:
        Database extension path: Only used for versions of Express 6.x. Specify the path for extend
        files for the database here. When an Express 6.x database becomes too large it can be split up in
        different files, these extra files are called extend files.
        IW file location: Only used for special GFK databases. They can be registered directly in
        MarketingTracker and use a file of the type IWfile1. The path of this file should be filled in here.
        Database Help file: Only used for databases with their own help file. You may select a Windows
        help file (*.HLP) or an HTML help file (*.CHM)

   Note:
   Since no preparation is necessary, the user can create the user database for any database by clicking the Create button.
   Since no preparation is necessary, the administrator can create the shared database for any database by clicking the Create
   button. The shared database can not be stored in the same folder as the user database.


10.1.2 Edit Database Properties
To edit database properties:
 Right click on a database in the Outliner and select Properties or choose the Databases command from
the Tools menu, select the database and select Properties.
 Make the desired changes.
 Click the OK button to confirm or the Cancel button to cancel the changes.



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   Note:
   Editing database properties in MarketingTracker will not change or delete the associated files. It will only change or delete the
   properties that MarketingTracker uses for the database.
   If the type of database (MarketingTracker, OSA or pcExpress) has been changed, a different User and Shared database has to
   be selected or created. This means that the previously Saved Views of this database can no longer be opened.



10.1.3 Remove a Database
To remove a database:
 Right click on the database in the Outliner or choose the Databases command from the Tools menu
and select the database to remove in the Databases list.
 Select the Remove option.
 Press Delete on your keyboard

   Note:
   Removing databases in MarketingTracker will not delete the associated files. It will only delete the properties that
   MarketingTracker uses for the database, so it is always possible to reinstall the database.



10.1.4 Rename a Database
To rename a database:
 Right click on the database in the Outliner or choose the Databases command from the Tools menu
and select the database to rename in the Databases list.
 Select the Rename option.
10.1.5 Validate a database
Validating means that the Files, Version, Update status and Integrity of the databases will be checked.
When MarketingTracker detects an error, a message will be prompted asking whether the corrupted
database(s) should be fixed or not (only if the automatic update database option is disabled, see chapter
9.1 General Options).
Before accessing a database, a database will always be validated automatically. A database can also be
validated at any time.
To Validate a Database:
 Right click the database in the View Outliner or choose the Databases command from the Tools menu
and select the database you want to validate in the Databases list.
 Click the Validate button.

  Note:
  Mostly validating takes place after updating a database. In this case MarketingTracker will update your Saved Views database
  against the changes in the (data) database.


10.1.6 Rearrange databases
To rearrange databases:
You can change the database order by moving individual databases up or down in the Outliner.
 Select the database you want to move;
 Drag the database on top of the database you want the selected database to be placed before; in the
description area of the Outliner you see some extra information about this action.
 Drop the database by releasing the mouse button.

10.2 System Information
MarketingTracker operates in a Windows Environment and uses Oracle/Express as a database-engine.
Both Oracle/Express and the data-databases can be located on either the user workstation or on a
network-fileserver.




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10.2.1 System Information
If you need system information about your MarketingTracker installation or your installed databases, you
can look in the System information window
 Right click in the Outliner or open the Tools Menu and select System Information.
If you want to print this information press the Print button at the bottom of the window.




Figure 10.3: The System Information form.

10.2.2 Session Log
If there are any problems with the databases that are installed in the MarketingTracker it is advisable to
look at the Session Log. All errors concerning databases during the session are written in this log file.
 Open the Tools Menu and select View Session Log.
 If you want to print this information press the Print Button at the bottom of the window.
 Use the buttons with the arrows to go to the log information of prior or following sessions.




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Figure 10.4: Marketing Tracker Status Report.




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11 Appendix
11.1 About Scanmar




Scanmar is a software and consultancy company dedicated to Marketing Decision Support and Business
Intelligence solutions. In this market we are known as specialists with high professional standards. We
have long term relationships with our customers. Most of these customers belong to well known (multi-)
national companies.
Our background in software development and marketing and business analytics enables us to develop
software products and BI solutions with a unique functionality.
Scanmar focuses on:
              Development of state of the art marketing decision support and forecasting software like
              MarketingTracker and PlanCaster.
              Implement these systems and train and support customer organizations in using these
              systems.
              Oracle BI consultancy for OSA, OFA and Oracle Express.
Scanmar is a Certified Oracle Solution partner and a member of the Oracle Partner Program. Scanmar
software is based on Oracle database technology.
If you have any questions or suggestions regarding the MarketingTracker or any other Scanmar product,
you can contact us at the following address:
Scanmar BV
Marketing Data Warehousing & OLAP Specialists
De Haag 1, gebouw 2
3993 AV Houten
tel.: +31(0)30 6353053
fax.: +31(0)30 6353054
You can also e-mail us or visit our website:
info@scanmar.nl
http://www.scanmar.nl

11.2 Other Software
MarketingTracker Viewer
MarketingTracker Viewer is the light version (simple OLAP) of MarketingTracker. It is developed to use on
top of the MarketingTracker server engine to deliver reports, Graphs and briefings to a wider public (web)
than the daily users of MarketingTracker directly with the data warehouse.
DataModeller
DataModeller is a dedicated tool for modeling and loading market research data into multi-Dimensional
MarketingTracker data marts. DataModeller is of interest for Marketing Research companies and
companies using a great amount of market research data as part of their data warehouse.
PlanCaster
More and more businesses now recognize that forecasts are the key to good decision making. To improve
forecasts, they have to allocate more resources to this function and make forecasting more objective and


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less intuitive. PlanCaster supports this ongoing process of forecasting and budgeting. PlanCaster can
generate forecasts in two ways:
              Sales planners can use the powerful statistical techniques to generate forecasts for
              thousands of items each period.
              Account managers can make their sales forecasts and budgets by using smart estimation and
              calculation techniques.
The system deals with:
              Seasonality.
              Smoothing outliers.
              Sales days correction.
              Baseline forecasting.
              Management overrides.
              Promotion profiles.
              Delivery profiles.
OLAP Data Mart Builder (ODB)
With the OLAP Data Mart Builder a number of database creating and modeling functions - already used
by technical consultants - are combined into a single product suited for DBA's at customer sites After a
training DBA's now have the tools to develop and support large data marts for company wide marketing &
sales analysis and reporting with ready to run MarketingTracker and PlanCaster.
It supports the following functions;
        Modeling functions like:
        o     Creating the data cubes and automatically all related multi-Dimensional objects (like
              hierarchies, time relations, attributes).
        o     Creating automatically predefined standard formulas (like YTD, MAT Indices, ratios, shares).
        o     ETL functions.
        o     Data loading scripts and programs are automatically generated.
        o     Running of data conversion scripts.
        o     Database (re)calculation and rollup procedures.
        DBA Menu functions:
        o     Creation of application specific DBA system for periodic updating, reorganizing or rebuilding
              the data mart.
        o     MarketingTracker & PlanCaster installation options.
MarketingTracker Topline Model Builder
MarketingTracker users can now - without assistance of a consultant - build their own topline Data View
with the TopLine Builder. Data from different datamarts (or datasources) can be merged and integrated in
an overall View. Performance Indicators from different business area's (internal & external) can be
combined and related. Executives can have their topline View and monitoring instrument on major
changes in performance and their causes.




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11.3 Shortcut Keys & Keyboard commands
Ctrl+N            Opens a new View
Ctrl+O            Opens a previously Saved View
Ctrl+S            Saves the active View
Ctrl+P            Prints the active View
Ctrl+C            Copies the current page of the View to the clipboard
Ctrl+A            Copies all pages of the View to the clipboard
Ctrl+F4           Closes the active View‟s window
Ctrl+F6           Makes the next View active
Alt+F4 / Ctrl+X   Exits MarketingTracker
F1                Opens MarketingTracker Help
F5                Refreshes data
Shift+F4          Tiles the MarketingTracker windows vertically
Shift+F5          Cascades the MarketingTracker windows

Selecting dialog options
The TAB-key can be pressed until a check box or an option button in a group of options is enclosed in a
dotted box. Then press the SPACEBAR to set or clear the item.
To select an option button in a group, press the UP ARROW or DOWN ARROW key until the desired
option is selected.
Selecting menu commands
To select a menu item press ALT + the underlined character, thereafter press the underlined character to
select the menu command.




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