P43 Graphical analyses

Graphical analyses are interactive reports that gives you the opportunity to dive into data by clicking on elements in the analysis.

The purpose of this guide is to show you how to operate the graphical analyses.

Table of contents

Analysis layout

All analysis share the same basic layout. The different areas are illustrated and described below.


A) Criteria bar

All criteria, that are not displayed in a diagram or table, are placed in the top of the page in the criteria bar.

B) Navigation menu

Hare you can find the back-arrow as well as breadcrumb path for the previously accessed pages, that you have had open since leaving the start page; Graphical analyses. Pressing the back-arrow, cancels your previous action both selecting a criteria or entering an analysis.

C) Action menu

In the action menu it is possible to; remove all selected drill down criteria with one click, or export the analysis to PDF or Excel(.xlsx).

D) Object area

Graphs, tables, etc. are placed within this area of the analysis.

OBS: Graphical analyses does not display rows or colums with a data value of 0.

Criteria filtering

The analyses are designed with the option of adding criteria for filtering the displayed data. These criteria are placed within the criteria bar in the top of the screen.

Example: If Fiction and Non-fiction are selected as criteria for clacification type, the analysis will be filtered to only displaying data related to these.

Watch video (1:55 min)

Drill down filtering

By clicking on a data area of a graph or table, it is selected as a criteria for filtering the remaining diagrams in the analysis.

To remove a drill down criteria, you can either click on the area again; click on the back-arrow; or click on the remove drill down button, that removes all activated drill down criteria.

Example: Imagine an analysis with a pie diagram illustrating the items currently Home or On Loan. By clicking on the area of the pie that represents items On Loan, the drill down criteria 'On Loan' is activated and the remaining objects in the analysis will update to only display data relating to items On Loan.

Watch video (1:21 min)

Additional graph functionalities

You can access additional functions by right clicking or entering the area of a graph or table with the cursor. These functionalities are explained in the video below and described in the section List of functionalities.

Watch video (4:13 min)

Dynamic criteria

Some analyses contain dynamic criteria relating to time and date. Dynamic criteria allows you to setup criteria such as: year to date, previous month, yesterday, etc.

Example: If you have an analysis, that shows the last 12 months, you can click on date and choose last year that will update according to the current date.

Watch video (1:53 min)

List of functionalities

Icon Object funktions Definitions
Back Rewinds your analysis from your last decision, both in terms of filtration and navigation.
Multi select Enables selection of multiple dimension members for drill down selections. This can also be achieved by holding the [Ctrl] button while selecting dimension members.
Show Data / Chart Toggles between Chart or Table presentation of the same data.
Maximize / Restore You can maximize a single object to "full screen", and likewise restore it back to its original position.
Explanation Lists the criteria that currently applies to an object.
Collapse level / Expand level If the dimension in an object is a hierarchical dimension, you can use these options to quickly collapse to a previous level or expand all nodes to the next level.
Drill out Removes any drill down selections from the object.
Export to PDF Exports data from an analysis to a PDF-file (.pdf).
Export to Excel Exports data from an analysis, table or graph to en Excel-file (.xlsx).