The Analysis screen in the BI Toolbox is used to create and manage an analysis, which is the building block primarily used to create an Analytics Report that is shared with other users and scheduled for distribution. An analysis can also be used to create a BI Dashboard. An analysis consists of two components: (1) user-selected hierarchy of data sets, including key fields in Conga Contracts program screens to be analyzed, and (2) table that displays the data stored in the selected fields. A chart can also be added to the analysis to emphasize a trend in a data set over time or with respect to a monetary value, or the relationship between two or more elements of a data set.
The Analysis screen contains two primary components: Data lists where Conga Contracts data sets and fields are selected for analysis and the Table display where data for the selected fields can be filtered, sorted, grouped, aggregated, and formatted.
To access the Analysis screen, click Reports in the Navigation Toolbar and select the BI Toolbox link in the menu.
The analysis in the screen shot below is seeking to identify all contract events. Event is the first data set selected since this is the primary information being sought and the fields in the first data set are displayed first in the Analysis Table. Most of the fields in the Event screen are selected to ensure all relevant event information is available. Event - Contract is the second data set selected since it is contract events that are being identified. Specific contract fields are selected to ensure an analysis can be run on the relationship between an event and the contract's expiration date, effective date, term type, and other key fields. Contract - Company is the third data set selected since the company associated with the contract event must be identified. A few key fields, such as company name, number, status, and type are selected to establish the connection.
|Analysis icon||Click to display the Untitled Analysis screen.|
|Select Data lists|
|C||Field check boxes||
You will be able to apply filters to any of the selected fields.
Click to run the data analysis and display the selected fields in the Table section of the screen.
Click and select Rename in the menu to assign a name to the analysis.
You do not have to rename an analysis for it to be saved in your Home screen. It will retain the name Untitled Analysis and you can continue making edits before deciding on a name. However, it is recommended that you rename it before saving it to the Visual Gallery.
Review the data displayed for the selected fields in the Table section of the screen.
Each field in a data set has the same color displayed along the top border of its header. For example, the first data set has a blue border and the second data set has a red border.
|G||Properties icon||Click in the Table section to display the properties for the columns in the table.|
|H||Column Hide/Show check boxes||Clear a check box to remove the field from the Table section, or select a check box to add it.|
|I||Column function links||
|J||Column functions menu||
|K||Move Column option||Hover over the column name until the icon displays, and then hover over this icon until the icon displays. Click the icon and drag-and-drop the column to the desired location in the table.|
|L||Resize Column option||Hover over the column name until the icon displays, and then hover over this icon until the icon displays. Click the icon and drag the border of the column to resize it.|
|M||Add to Visual Gallery icon||Click to add the table to the Visual Gallery.|
|N||Export Table icon||Click to display a menu with options to export the data in the table to an Excel spreadsheet, PDF file, or a CSV file.|
|O||Data toggle link||
Click to hide/show the Select Data lists, but retain the Table section of the screen in both views.
|P||Formula link||Click to display fields used to add a new column to the Table section of the screen, and then build a formula in the column to perform a calculation using any of the fields in the table.|
|Q||Filter link||Click to display fields used to create a filter for any field in the Table section of the screen.|
|R||Add Chart link||Click to display fields used to create a chart to highlight the relationship between two fields in the Table section of the screen, or display the change in one or more fields over time or in relation to a monetary value.|
|S||Add Crosstab link||
Click to display fields used to create a cross-tabulation table using two or three fields in the Table section of the screen.
The cross-tab table can be added to the Visual Gallery and/or exported as a PDF, CSV, or Excel file.
|T||Expand icon||If present, click to view any charts or crosstab tables added to the analysis.|
|U||Undo/Redo icons||Click to undo or redo an action.|