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From All n One's bxp software Wixi
Created page with "= Overview = The report is to provide Data Analytics teams with a convenient analysis tool for reviewing data without having to do large exports to other tools. ''Main Menu..."
= Overview =
The report is to provide Data Analytics teams with a convenient analysis tool for reviewing data without having to do large exports to other tools.
''Main Menu > Data Profiling > Instant - Data > Data - Instant Data Analytics''
= Preparation for the tool =
The engine of the tool uses the search features of a form to limit and support searchable fields. [[Form_Search_Fields]]
The engine also uses the customisation of questions to facilitate useful visualisations. [[Data_Visualisation_Options]]
= Using the tool =
== Screen 1 ==
The tool works against any form.
At the bottom of the screen are time limiting factors if required. These area not essential to make the tool work. i.e if you don't choose a time frame all records in the form are included. If you do include a time frame only records that were interacted with in the time frame are included.
== Screen 2 ==
This is the usual search screen of the form with any look up / search screen limitations you may have chosen to apply.
For analytics grouping fields / classification fields are best. Closed questions. [[Form_Closed_Vs._Open_Questions]]
== Screen 3 ==
After you have searched the results screen provides up to 20 sample examples of the first records found that match the criteria. They are there to show "something was found".
The number on screen indicates how many records were actually found.
There are two options from this point.
* Export all of the CDA fields for all the records found immediately to Excel
* Visualise the records found using the "Instant Visualisation" report but only for the records identified. [[Data_Profiling_-_Instant_-_Visualisations]]
[[Category:Module Specific:Data Profiling]]
The report is to provide Data Analytics teams with a convenient analysis tool for reviewing data without having to do large exports to other tools.
''Main Menu > Data Profiling > Instant - Data > Data - Instant Data Analytics''
= Preparation for the tool =
The engine of the tool uses the search features of a form to limit and support searchable fields. [[Form_Search_Fields]]
The engine also uses the customisation of questions to facilitate useful visualisations. [[Data_Visualisation_Options]]
= Using the tool =
== Screen 1 ==
The tool works against any form.
At the bottom of the screen are time limiting factors if required. These area not essential to make the tool work. i.e if you don't choose a time frame all records in the form are included. If you do include a time frame only records that were interacted with in the time frame are included.
== Screen 2 ==
This is the usual search screen of the form with any look up / search screen limitations you may have chosen to apply.
For analytics grouping fields / classification fields are best. Closed questions. [[Form_Closed_Vs._Open_Questions]]
== Screen 3 ==
After you have searched the results screen provides up to 20 sample examples of the first records found that match the criteria. They are there to show "something was found".
The number on screen indicates how many records were actually found.
There are two options from this point.
* Export all of the CDA fields for all the records found immediately to Excel
* Visualise the records found using the "Instant Visualisation" report but only for the records identified. [[Data_Profiling_-_Instant_-_Visualisations]]
[[Category:Module Specific:Data Profiling]]
