Working with Smart View

Version: 18.1
Copyright © 2018 Intellicus Technologies

This document and its content is copyrighted material of Intellicus Technologies.

The content may not be copied or derived from, through any means, in parts or in whole, without a prior
written permission from Intellicus Technologies. All other product names are believed to be registered
trademarks of the respective companies.

Dated: September 2018

Acknowledgements

Intellicus acknowledges using of third-party libraries to extend support to the functionalities that they
provide.

For details, visit: http://www.intellicus.com/acknowledgements.htm

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Contents

1 Overview of Smart View 4

2 Viewing Smart Reports 5

Interactive Grid 6

Interactive Chart 13

Interactive Matrix 15

Interactive Map 16

Report (Menu) Options 16

3 Designing Smart Reports 20

Selecting Data Source for Smart Reports 21

Interactive Grid 23

Interactive Chart 34

Interactive Matrix 47

Interactive Map 49

Report (Menu) Options 53

Filters 59

Predictive Analytics 64

What-if Analysis 67

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1 Overview of Smart View

Smart View is an intuitive browser-based interactive interface to visualize and analyze large amounts of
data packaged in reports for the business users.

This document discusses how to visualize, design and save reports using the Smart View.

Smart View helps to generate reports by simply selecting the desired data source. It enables end users to
perform desired operations on the report data on-the-fly. The operations include adding/removing grids,
charts, matrices, maps and performing grouping, sorting, highlighting, predictive analytics, what-if analysis
etc. on various visualizations.

Let us begin exploring a smart report under the Smart View.

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2 Viewing Smart Reports

As a business end user, you can open an existing smart report by navigating to the Explorer and double-
clicking a smart report. Double-clicking the report will open the report in the format it was accessed the last
time. You can alternately right click the report (whose Report Format is ‘SMART’) and choose the Run Report
option as shown in Figure 1.

Figure 1:Run Report option for an existing smart report

Once you run a report, you will get options to choose format and edit settings based on different formats.
The report will get generated as per the format and settings you enter here. To view the report in Smart view
format, select SMART from the drop down.

Figure 2: Report format settings

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By Default, a report will open in the mode it was accessed the last time. Below image shows how a report
appears in the View Mode.

Figure 3: Smart Report in View Mode

When a smart report is opened in View Mode, you can do much more than just viewing the report.

While viewing a report you may want to see different visualizations like grid, chart, matrix or map in
different ways. All these can be done in the View mode. The following sections help you view your report
output after applying certain visualizations.

The details on how to apply various functions like grouping, totaling, highlighting etc. over visualizations is
covered in Designing Smart Reports section.

Interactive Grid

Smart View grid is representation of data in tabular format with a series of rows and columns. The grid
format helps you to visually analyze and compare rows of data at a time. Data in the grid provides fast
response for interactive reporting operations like searching, sizing of columns, re-positioning of columns.
Let us now look at the effects of various operations as applied to a grid.

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Hide/unhide a column

You can hide a column that is appearing on the report by following the below steps.

1. Right-click the mouse anywhere on the column title. A list of columns appears.
2. Uncheck the column(s) to hide.

Figure 4: Hiding/showing a column

The report will be refreshed automatically which will not have the column(s) that were hidden.

All the checked column(s) would show in the report.

Change column position on report

You can reposition a column already placed on the report as mentioned in below steps.

1. Click and drag the mouse on the column header towards left or right side of the column to
reposition.
2. A black line appears where the column will be placed. Release the mouse key after reaching at the
right place.
3. The report will be refreshed with the field placed at the new location.

Figure 5: Changing position of a column

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Resize a column

You can resize a column already placed on the report. You can do the following to achieve this:

1. Hover the mouse towards the left or right of the column header which you want to resize. Markers
appear on left and right edge of the column.
2. Drag the double-headed arrow to resize the column.
3. Release the mouse key after required resizing is done.

Figure 6: Resizing a column

Report will be refreshed with new size of the column.

View Searching

You can enter field values (full or partial) in the text boxes below column names to see records matching the
inline search criteria.

Figure 7: Searching in report

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View Grouping

Grouping is required to summarize, or aggregate data based on business key. For example, total sales
achieved for each product category.

You can view multi-level grouping in your report, for example, group the report data by ‘Year’; within ‘Year’
by ‘Sale Date’; within ‘Sale Date’ by ‘Store Address’ and then by ‘Product Category’.

Figure 8: Grouping view in report

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View Totaling

Consider you have applied Sum function on ‘Sale Amount’ at Product Line Group level. You can view the
total sales amount for say Water Purifiers as shown below:

Figure 9: Totaling view in report

View Sorting

Smart View supports multiple level of sorting. For example, you can Sort By ‘State’ and within ‘State’ sort by
‘City’.

You can click the column name to sort the column in ascending/descending order.

Figure 10: Sorting in report

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View Highlighting

You can see multiple highlights on a report with the help of a Legend. For example, highlight Sales Persons
with ‘Sales Value’ above Threshold; below Target Sales and above Threshold; and below Threshold in
different colors and styles.

Figure 11: Highlighting in report

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You can also view the alerts generated upon critical business scenarios; for example, alerts highlight
scenarios where the sales value is below the specified target.

Figure 12: Alerting in report

View Filtering

In the View Mode, you can interact with filters that already exist in the report. You won't be able to save your
filter changes though.

The below example shows the filtered view of sales persons details for the month of April 2008.

Figure 13: Filtering in report

The details on filtering options can be referred from the Ad hoc Filters section on page 59.

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Interactive Chart

Intellicus’ Smart View provides a highly interactive experience while using charts. You can have multi-
dimensional charts of various types like Bar, Column, Pie, DoughNut, Scatter, Bubble to name a few.

Smart View lets you view multiple charts on a data set arranged in one or more tabs.

The below image shows a chart tab created with 2 charts - one showing breakup of transaction amount by
location and card type and another showing its trend on timeline.

Figure 14: Multiple Charts in report

An example where the Sales Manager can track real-time sales varying with time is shown below.

Figure 15: Real-time Charts in report

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You also have an option to split the chart on an x-axis field into multiple charts. The number of charts drawn
will be equal to the number of x-axis values on which split is applied (as shown in Figure 16).

This would facilitate to better analyze the data by focusing on chosen field values split separately into
charts. You can also specify the Split Order as ascending/ descending or show the top n values of the
selected field.

An example where a report is split into single charts for each value on X-Axis showing transaction amount
through different card types for various countries is shown below:

Figure 16: Split view in charts

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Interactive Matrix

Using the matrix viewer, you can summarize your data set in the form of a pivot table with cross tabulated
values. The matrix viewer provides expanding and collapsing on both rows and columns.

An interactive matrix where ‘Product Category’, ‘Product Type’ and ‘Product’ are displayed in rows and
‘Manufacturer’ is displayed in column is shown in Figure 17. A cross section of ‘Product Category’, ‘Product
Type’, ‘Product’ and ‘Manufacturer’ will display sales (in units and amount) of that product under that
manufacturer.

You can also swap the row(s) and column(s) by dragging and dropping the field onto column(s) or row(s)
respectively.

Figure 17: Interactive Matrix in report

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Interactive Map

GIS maps in smart reports offer enhanced mapping capabilities, demographic data, and interactive
visualizations to best derive spatial analytics. It enables to zoom or pan the map, drill-down to other reports
or external URLs.

A map showing website visits from different locations of the USA is shown in Figure 18. You can see the
attributes information on mouse-click over the specific area.

Figure 18: Interactive Map in report

Report (Menu) Options

The various actions that can be performed at the report level using main menu located at the top-right
position on the Smart View are given in the below table:

Action Buttons:

Button Comments

Data Source Displays the Query Object used in this report

Refresh Data Refreshes data under all views (reruns query to fetch data from server)

Export You can export your report in MS EXCEL, ACROBAT PDF, COMMA SEPARATED, TEXT, MS
WORD and MS POWERPOINT (license-governed) formats. Reports are exported in their
respective native formats so that you can perform various operations supported in the
above-mentioned tools.

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The grid in our reports is exported as its equivalent table in Excel, Word and PDF. The
matrix is exported as a Pivot table in Excel and as a table in Word and PDF. The chart is
exported as a chart in Excel, Word and as an image in PDF

Note: The chart types that are not supported in MS Office (Gauge, Counter, Tree Map, and
Packed Circle) would be exported as images only.

Currently, the threshold and negative color values (if applied) in our charts cannot be
exported.

Note: You cannot export maps in the current version of Intellicus.

MS EXCEL, General Download Check/Uncheck Check = Zip the file and

TEXT tab Zipped File download

ACROBAT PDF, General Download Check/Uncheck Check = Zip the file and
MS WORD, MS tab Zipped File download
POWERPOINT
Page Orientation Select from Select either Portrait or
Settings options Landscape.

Default: Portrait

Paper Size Select from Select from the list of

options standard paper sizes.
Default: Letter

Height Specify a value Default: 11”

Width Specify a value Default: 8.5”

Margins Specify values Default: 0.3”

for Top,
Bottom, Right
and Left
margins

COMMA Separator Select (under Predefined) or Select the separator

SEPARATED Type yourself (under Custom) character to be inserted
Options between columns in the
CSV output

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 Enclosure Select (under Predefined) or Select the enclosure
Type yourself (under Custom) character to be used to
enclose each column
value in the CSV output

Template Select from list Select an Excel template

(from
Intellicus>ReportEngine

>templates>excel
location) to export data
to the first sheet of excel
file

Include Check/Uncheck Select to export grid,

chart, matrix or their
combination data to
CSV

Download Check/Uncheck Check = Zip the file and

Zipped download
File

Publish When you publish a saved report, its output is generated and saved which can be opened
and viewed in the future for a faster response.

You can publish a report in any of the available Report formats from under Report Format
dropdown (HTML, ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD,
MS EXCEL and MS POWERPOINT).

You can specify report location, name, access mode as Public (visible to all users) or
Private (visible to specific users) and date of expiry after which the published report will
not be available.

Add Comment helps you add descriptive comments to your published report

Email You can select to email your report as attachment or link (for saved report) or embed (in
the email message body) in various formats. The different options available for each
report format are as mentioned above under Export. Also, the report can be emailed as a
zipped file if you check ‘Attach Zipped’ option under Options

Upload You can upload your report in various formats over FTP or Shared Folder. The different
options available for each report format are as mentioned above under Export. Also, the
report can be uploaded as a zipped file if you check ‘Upload Zipped option under
Options. Intellicus supports both secure and passive modes of FTP

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Print Locally: You can view or download the PDF depending on the Default Print Option
(Navigate > Personalization > Preferences > User Preferences). The PDF can then be
printed upon selecting a printer and printing options in your local network

Direct: You can directly print on the default set printer

At Server: The portal can send request to the server for printing (on a configured printer
at server)

Direct with Comments: You can directly print on the default printer along with the
comments added to your report

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3 Designing Smart Reports

A user with the role of Report Designer having system privileges for Ad hoc Report Designer can design smart
reports.

To open the Smart View, go to Navigate > Analytics > Smart View

Figure 19: Invoking Smart View

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The list of query objects you have access to appear under categories as shown in Figure 20.

Figure 20: Smart View – Data Source Selection

Selecting Data Source for Smart Reports

You need to specify a data source to generate a smart report. The data source could be either RDBMS, file or
web service based. Data sources are created through query objects in Intellicus. A query object contains
details to fetch desired data from a data connection.

To select a data source on Smart View, you may:

• Navigate to the desired folder and select a Query Object by double-clicking or

• Create a new Query Object by clicking Create Query Object or
• Open and work with an existing report layout by clicking Open Existing Report from the top right
corner Open button

The operations available on the Select Data Source screen are listed below.

Action Items

Item Comments

List View Shows the list of data sources

Detailed View Shows the detailed view of data sources list.

You can see details like the ‘Owner’ and the ‘Organization Name’ of data sources

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 Search You can quickly search the desired data source from the shown list. The Search icon
appears with a right tick after you have entered any text in Search textbox.

The option of Server Search enables to specify search criteria on all categories
available at the server end. For example, you can search a category name matching
the specified criteria

Show Search Shows the entire search result (fetched from client as well as server). Click Show
Result Entity Selector button to go back to select data source screen

Refresh List Refreshes the shown list of data sources

Selecting the data source opens the Design Mode to help you design a smart report. By default, the sample
data set is loaded into a grid picking first 10 fields (columns) and 200 records (rows) in case of larger
datasets for preview.

You can select the option ‘Load Complete Dataset’ upon clicking the down arrow next to the Data Source
name (in bottom left corner) to view the entire data set. Ideally, we don't need the entire data set at design
time which may slow down the system. Hence, Intellicus loads only a sample data set to start with.

You can edit the report name by double-clicking the default name which is “Untitled Report”.

The Smart View may include the following visualizations under various tabs:

• Grid
• Chart
• Matrix
• Map

Figure 21: Smart View – Tabs

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Click the Add ( ) icon located at the bottom-left corner to add various visualizations in your report.

Let us look at each visualization and the related functions that can be performed on the smart view in the
Design Mode.

For report outputs of each function as applied to grid, chart, matrix or map can be referred under the
Viewing Smart Reports section (starting from page# 5).

Interactive Grid

By default, the data is visualized in the form of a grid populated with a sample set of records.

Figure 22: Smart View – Grid View

The various grid properties as under Design Mode > Grid Settings are explained below:

Fields

You can select the fields to be displayed on the report.

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Figure 23: Selecting Fields

To select a field, check the checkbox displayed before each field from Available Fields and click button
to bring the fields in Selected Fields. To select all the fields, click button.

To select a group, check the checkbox displayed before the group and click button.

To deselect a field, highlight it from Selected Fields and click button. To deselect a group, highlight the
group-name from Selected Fields and click button. Click button to deselect all the fields.

To reposition fields on the report, you can use the up and down arrows.

Click the Apply button after selecting the fields.

Width denotes the number of characters of the selected field to show on the report. Field data may wrap
beyond this width.

If you check Add New Fields At Runtime option, you can dynamically add more fields during runtime.

In case of a hyperlinked field (specified at the query object level), you can drill down to open another report
or URL on clicking the value of field on grid.

Group

Grouping brings together or summarizes the related data of a report based on the grouping key.

Group key can be arranged in ascending or descending order either based on group key value or a detail
field’s summary value.

For example, if you group population details by region, you can arrange regions by name or by highest to
lowest population.

Smart reports support multi-level grouping, for example, you can group the report data by country; within
country by states and within states by cities.

Figure 24: Specifying Group

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Group properties

Item Values Comments

Field Select from list ‘Group By’ field is the highest priority field selected for
grouping. It specifies top level grouping.

‘Then by’ field specifies fields of next priority and level for
grouping

Order Ascending Select the order of grouping. Grouping is applied on

group key or ranking field
Descending

Ranking Field Select from list Select the field to apply ranking function to decide the
order of appearance of groups

Ranking Sum, Select the function to apply on the ranking field and find
Function rank. Ranking functions change based on data type of the
Avg
ranking field.
Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Show When Specify the criteria Show When feature helps to specify condition to be met
to show that group. You can combine multiple conditions
with AND/OR operators. Current group details would be
shown on the report only if the Show When condition is
satisfied

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Actions

Item Comments

Add Group Add a new group

Remove Group Remove current group

Date fields grouping

If you select date type field in Field dropdown, you can also group data by:

• Minute: Number of the minute indicating the minute of an hour

• Hour: Number of the hour indicating the hour of the day
• Day: Day of the month
• Week: Week number of the month
• Month: Month number
• Quarter: Quarter number
• Year: Number indicating the year

Total

Applying totals summarizes detail rows. The summaries can be applied at group level (in case grouping is
applied), page level or report (grand total) level.

Figure 25: Applying Total (summary)

Total properties

Item Values Comments

Field Select from list Select the field on which the summary function needs
to be applied

Function Select from list Select the function to apply on the summary field.

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 Sum, The applicable functions change based on the data
type of the summary field.
Avg
You can view the custom-defined functions in case the
Count,
functions are defined as discussed under the section
Min, “Custom-Defined Functions” (page# 26).

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Level Group Group = Apply and display total at each group level

Page Page = Apply and display total once per page for all
detail rows appearing in that page

Report = Apply and display grand total at report level

Report

Sparkline charts represent a series of values as inline

Render As Sparkline charts on the grid. Refer to the screen below as an
example of a Sparkline chart. If user sums up
"Transaction Amount" grouped by "State". Then the
Sparkline represents a series of total transaction
amount values for each sale date over a period of
time.

Render As option is disabled for character type of

summary field

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An example of a Sparkline chart is shown in the below figure.

Figure 26: Sparkline Chart

Custom-Defined Functions

You can also use custom-defined summary functions for summarizing data values in reports.

These summary functions can be defined in a class implementing IScriptFunction interface. The .jar file of
this class should be placed in ReportEngine > lib folder.
There should also be a ‘summaryfunction.xml’ file containing all the entries of .jar file and placed in
ReportEngine > config folder.

Restart Intellicus Report Server and then Web Server to be able to see these summary functions as any other
function in the list. The .xml file would look like:

<SUMMARYPROVIDERS>
<!-- Summary Provider. Provider name is just a user friendly name to
identify provider class.
Class file is fully qualified java class name of the class containing
summary functions.
A summary provider may have as many summary functions as desired -->
<SUMMARYPROVIDER PROVIDERNAME="PACKAGECAPTION"
CLASSFILE="com.client.summaryfunctions.MathAlternate">
<SUMMARYFUNCTIONS>
<!-- Summary function that contain logic for applying
business logic on the selected field. Name is just a user friendly name that is
displayed in the dropdown. Id is a unique number that must be unique and separate
from IDs of in-built summary functions.
Recommended: Start IDs from 1001. APPLYONDATATYPES is a
comma-separated list of data types on which this summary function is applicable.
Possible values are CHAR|NUMBER|DATE. Rest all are
ignored -->

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 <SUMMARYFUNCTION NAME="AlternateSum" ID="1001"
APPLYONDATATYPES="CHAR,NUMBER,DATE">
</SUMMARYFUNCTION>
<SUMMARYFUNCTION NAME="ReverseString" ID="1002"
APPLYONDATATYPES="CHAR">
</SUMMARYFUNCTION>
<SUMMARYFUNCTION NAME="ModTen" ID="1003"
APPLYONDATATYPES="NUMBER">
</SUMMARYFUNCTION>
<SUMMARYFUNCTION NAME="FutureDate" ID="1004"
APPLYONDATATYPES="DATE">
</SUMMARYFUNCTION>
</SUMMARYFUNCTIONS>
</SUMMARYPROVIDER>
</SUMMARYPROVIDERS>

Sort

You can sort the report to get the report data in a pre-determined (ascending or descending) order.

Note: If you have set up grouping for a report, you need not set sorting for it.
This is because data is already sorted to make groups.

Smart View supports multiple level of sorting.

Figure 27: Specifying Sort Order

In Sort By row, select the Field on which sorting is to be applied. After selecting the Field, select the sort
order from Criteria dropdown menu. You can set sort on more than one field.

To apply sorting on one field specify field in Sort By row. To further specify sorting on secondary field, select
the field from Then By field.

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Highlight

Highlight is a visual indication on a smart report. The purpose of highlighting is to catch user's attention to
specific records or groups while viewing the report output. Each highlight is configured along with an ad hoc
condition or multiple conditions related by AND/OR operators. The specific record or group is highlighted
only if the specified condition is satisfied.

You can also specify Alert with or without highlight. Setting alert creates a special head listing the record
count for mentioned condition(s) in the report.

You can set multiple highlights on a report; a record falling into multiple highlights will be highlighted in
combination style.

A highlight can be set at Detail level or Report level. If the report is grouped, highlight can be set at group
level too.

Figure 28: Setting Highlighting

Highlight properties

Item Values Comments

Highlight Select from list:

(Entire Row) (Entire Row) = Apply below mentioned highlighting

style to entire row

Group->Field Name(Entire Row) = Apply style to entire

Group->Field Name(Entire
row under group header
Row)

Field Name = Apply style to individual field value

Field Name

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Using Style Select from list Select the style (combination of color and image) to
apply on highlighting item

You can select Custom Style to create highlights of

your choice of font style and color.

Alert Check/Uncheck Check = In addition to applying style on the report

item, the report tool bar also shows an alert icon, if a
highlight condition occurs. When this report is saved,
users can subscribe to this alert from notification
screen

Uncheck = visual style applying only

Open ( Braces to group more than one conditions using

AND/OR
((

(((

((((

(((((

Field Select field from list Field to apply condition on

Level Select field from list:

Detail Detail = field’s value to be compared at row level

Report Report = field’s value to be aggregated at report level

and then compared

Group = field’s value to be aggregated at mentioned

Group
group level and then compared

Function Select from list: Aggregation function, used in case of field level is
Report or Group
Sum,

Avg

Count,

Min,

Max,

Variance,

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 PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Criteria Select from list Condition like Above, Below, Is etc. to apply on the
specified field

Use Field Check/Uncheck Check = The value box turns into a field selector. Helps
in comparing one field with another for the condition

(Comparison is done dynamically at run time)

Uncheck = The value box shows text box, select list or

calendar to manually enter or select values

(Comparison is done on static value defined at design

time)

Value Enter or Shows text box, select list or calendar to manually

enter or select values from drop down list in case "Use
select value
Field" is checked

Close ) Braces to group more than one conditions using

AND/OR
))

)))

))))

)))))

Relation AND AND = The next line condition relates to this condition
with an AND operator. This is default behavior when
blank is selected

OR = The next line condition relates to this condition

with an OR operator

OR

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Advanced

Item Values Comments

Report Contents Select from list: Detailed

Detailed = Shows detail section, hence showing the

lowest level detail of the report

Summarized = Hides detail section, hence showing the

Summarized
lowest group level summary of the report.

Summarized Report shows useful data only when

groups and totals(summaries) are applied

Group Select from list:

Expansion Mode
Fetch on Demand Fetch on Demand = Fetches the data under groups
from server only when expanded. By default, the
groups appear in collapsed mode

Prefetched
Prefetched = All the data under groups is pre-fetched
from server but shown only when expanded

Expanded Expanded = All the data under groups is pre-fetched

from server and shown in the expanded mode

Load Data For Check/Uncheck Check = When complete data set is loaded, you can
All Columns see all the available fields upon right-clicking the field
name header.

You can check the fields you want to appear in the

report

Uncheck = When complete data set is loaded, you can

see only the selected fields upon right-clicking the
field name header (not all the available fields)

Once you have specified the grid properties, you will see icon (in the upper right corner next to Grid
Settings icon) to open the Legend that defines the applied highlighting criteria. You can also edit the
highlight criteria from the Legend window.

You can also edit the grid name on the grid title-bar by double-clicking on it.

You can delete a grid control by clicking Delete Grid icon on the top-right position of the grid.

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Click Delete on the down arrow next to Grid tab on the bottom-left to delete the entire grid view. A
confirmation message pops up confirming the deletion.

Interactive Chart

Chart is used for graphical representation of data. To address your charting needs Smart View supports
most of the popular chart types like bar, line, pie and radar.

Click the ‘Add Chart’ option from Add ( ) icon located at the bottom-left corner to add a chart view of your
data.

Figure 29: Creating Chart(s)

Let us look at the various properties that can be specified for charts.

Chart properties

Item Values Comments

Query Object Check ‘Use Parent’s’ or select from object selector Select the parent
query object to create
chart on same dataset
or a different query
object to help you
create chart on
different datasets in
the same report

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Chart Type Select from list: Select the base chart
type

Link Select from list:

With Report Fields Report Fields = Takes

the first field of the
grid as X axis on chart
and first numeric field
as Y axis on chart at
run time
Matrix
Matrix = Takes row /
column fields as X axis
on chart and summary
fields as Y axis on chart

Value Fields

Value Fields Drag from available fields and drop on Value Fields section. Each value field
Field You can also use the left/right arrow keys to move the fields becomes a Y axis on
from/to available fields chart series

Value Fields Select from list: Value Fields will be

Function aggregated on chart
Sum, Avg, Count, Min, Max and others
using this function

Value Fields Select from list:

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Series Type
Select series level
chart type.

None = No series level

chart type applied,
uses the base chart
type

Value Fields Set Trend options Opens trend dialog

Trend A trend line can be

used to depict trends
in your existing data or
forecasts of future
data.

Show Trend Check/Uncheck Check = Adds a trend

Line line to this series.
Trend line will be a line
type chart irrespective
of base chart type and
series chart type (The
trend line option will
not be available if base
chart type is - Column,
Pie, DoughNut, Radar
or Bubble)

Uncheck = Switch off

trend line for this
series

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Trend Type Automatic Automatic = The tool
selects one of the
trending algorithms
automatically based
on the data
Manual
Manual = You can
choose one of the
algorithms for drawing
trend line:
Exponential, Linear,
Logarithmic,
Polynomial, Power,
Moving Average

Trend Manual Specify a value between 2-10 Defines the order of

Polynomial polynomial trend line.
Order
The order of the
polynomial determines
the number of
fluctuations in the
curve

Trend Manual Specify a value between 0-N Determines the

number of data points
Moving
to average and use as
Average
average value for
trending

Forecast Forward (x periods) Specify trend line for

future or back period
Backward (x periods)
of time

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Value Fields Select from Color or Clipart You can select a color
Infographics for the chart series or
else default color
would be picked from
the system palette.

You can also assign a

color for negative
values i.e. values
below a specified’
Negative Base’.

‘Use Negative Color

For Decreasing Values’
option enables viewing
values following a
decreasing trend in the
chosen negative color.

Choosing a clipart will

help you display clipart
image (SVG format) as
chart patterns. You will
have to place your SVG
images as files or in
folders under
<Intellicus installation
folder>> ReportEngine
> Templates > Charts >
Infographics

Once you have added

the images, you will
see the folder names
as categories and
images will be
displayed in the box as
thumbnails.
Choose the image of
your choice and select
a pattern (Layout
Type). Click OK.

38
Value Fields Tabs Create new tab using +
(Y-Axes) for secondary Y axis.
Y

Y1
Drag fields on
Y2
respective Y Axis tab
Y3

Title blank Give a desired title for

Y-Axis

Value Fields Select from options: Normal = No stacking

Stack Type
Normal Stacked = stacks all
values on top of each
Stacked
other on Y axis
100% Stacked
100% Stacked = stacks
values after
recalculating to
percent values

Value Fields Specify a value between 0-N Specify a base value

Base Value (scale) of Y axis in the
chart

Value Fields Set Threshold options Opens threshold

dialog
Threshold
Threshold Lines help
to effectively
communicate
important points in
your data like a key
value, sales threshold,
important date or the
average of your data

39
Show Check/Uncheck Check = Adds a
Threshold threshold line for this
Line series.

Uncheck = Switch off

threshold line for this
series

Threshold Specify value/range of values You can either specify

Value a value for Threshold
Line or a range of
values for Threshold
Band

Threshold Enter text Specify label text to

Label appear for the
threshold line or band
on the chart

Threshold Select from color selector Specify the color of

Color Threshold Line or Band

Group Fields

Group Fields Drag from available fields and drop on Group Fields section. Each group field
You can also use the left/right arrow keys to move the fields becomes X axis on a
(X-Axis) Field
from/to available fields chart series

Group Fields Select from list: Applicable for Date

Group By data type fields
YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Group Fields Select a field from list On X axis data label,

show the selected

40
Display Field fields’ values instead
of group field value

Group Fields Check/Uncheck Check = Convert into

series. All the values
Pivot
from this field become
series at runtime

Show Axis Check/Uncheck Check = Give a title by

Title typing it in the box

X–Axis Select from list: Rotation or angle of

labels on the X axis
Label Angle 0

30

45

60

90

Chart Settings

Show Check/Uncheck Switch On or Off

Legends legends, you can also
define the position of
Legend from the drop
down beside Show
Legend option if you
Switch On the Legend

Show Point Check/Uncheck Switch On or Off Data

Labels point labels

Show Check/Uncheck Whatever Description

Description you give in
Miscellaneous, will be
displayed alongside
the chart if you check
here

41
 Sort Order Select field from list The X or Y Axis values
Field will be sorted based on
the value of selected
field

Sort Order Ascending Order of sorting

Order
Descending

Show (N) Select from list: Restrict number of X

axis values to given
(All)
number
1-50

Split Order Select field from list The X or Y Axis values

Field will be split based on
the value of selected
field

Split Order Ascending Order of showing split

Order charts
Descending

Show (N) Select from list: Restrict number of X

axis values to given
(All)
number
1-50

Miscellaneous Click to open Type a description to

Description show along with your
chart

Clear Chart Action Remove all chart

settings (The button is
available at the top
right corner beside
help)

In case of a hyperlinked field (specified at the query object level) on either X or Y axis, you can drill down to
open another report or URL on clicking the data point on chart.

42
You can create multiple charts on an Ad hoc report. You can also control the number of charts to display by
specifying Charts Per Row by clicking the down arrow next to Chart tab located at the bottom-left of the
view. More charts flow to the next row.

You have the option of Move to Tab on the chart title bar for moving a chart to new or any existing tab (in
case of multiple charts in a tab).

You can also edit the chart name on the title bar by double-clicking on it.

You can delete a chart control by clicking Delete Chart icon on the top-right position of the chart. Click
Delete option on the down arrow next to Chart tab on the bottom-left to delete the entire chart view. A
confirmation message pops up confirming the deletion.

Real-time Chart Visualization

Intellicus’ real-time monitoring capability makes it possible for you to view your operations data in motion.
Interactive charts provide instant visuals for in-depth analysis that enables you to quickly react to
performance improvement opportunities.

Real-time charts are based upon real-time Query Objects which in turn are based upon Message Queue type
connections.

For the selected Query Object (QO) with real-time data, a real-time chart would be generated in Smart View.

The real-time chart could be any of the following:

• Bar
• Column
• Curve
• Line
• Gauge
• Area
• Curve Area
• Counter

Figure 30: Real-time Chart Options

43
You can interact with real time charts for performing the following operations:

• ‘Pause’/’Resume’ streaming of real time data

• Define ‘Plot Size’ for the number of data points to be shown on chart
• ‘Stop Shift’ so that data points keep accumulating on chart. As soon as you start shift, extra data
points would be removed, and the plot size would be maintained
• ‘Stop’ to cancel the real time chart. If you want to restart the chart, you need to re-apply filtering
condition or chart properties

You can also capture ‘Snapshot’ of real-time chart manually at a given instance of time. Automatic
snapshots get captured upon meeting a user-defined condition.

Custom Chart Type

With the implementation of this feature, you can use your own customized SVG images to be rendered as a
chart type. You need to place the custom SVG file containing the visualization rendering information, data
representation including animation etc. under <Intellicus Installation Folder
Path>\Intellicus\ReportEngine\templates\charts\custom
Intellicus chart control supplies data and activates the SVG to render.

A sample report output using the custom chart type appears as shown in the below image:

Figure 31: Custom Chart using SVG file

Auto truncate X-Axis labels in Chart

You can now choose to trim some characters of X axis labels automatically so that the chart gets enough
space to render. This can be customized in the respective ICT file to enable or disable the auto truncate
feature, truncate either the initial or trailing characters and specify the maximum percentage height for X-
axis labels.

44
Below is a sample ICT file (<Intellicus installation
path>\Intellicus\ReportEngine\templates\charts\amchart_javascript\Default) with the specified
configurations:

categoryAxis.disableEllipsisInLabels = true;

categoryAxis.ellipsisPosition = “suffix|prefix”;

categoryAxis.maxHeight = “25%”;

Figure 32: Custom Chart using SVG file

Micro Charts

Micro-Charts are miniature versions of actual charts, designed to help understand complex relationships
between data in grids for Smart and iHTML format. The Micro-Charts can be used to quickly visualize the
trend of a metric at a glance without having to know any additional detail.

The following micro-charts are supported in Intellicus:

Bullet Chart to show a single, primary measure (for example, Sales Value) and compare that measure to one
or more other measures to enrich its meaning (for example, compared to a Target Sales value). It displays it
in the context of qualitative ranges of performance, such as sales value below or above the average target
sales.

45
Figure 33: Custom Chart using SVG file

This micro chart example shows the total sales displaying those products that reached or missed their
target.

Data Bar in Smart Reports represents the current grid cell value as column. The column width is determined
with respect to the maximum value of that column. It can have a base value from which column is drawn. If
value is lesser than the base value, then column is drawn on the left side of the base value with different
color and for values greater than the base value, chart is drawn on the right side of the base value.

Figure 34: Custom Chart using SVG file

46
Interactive Matrix

Click the ‘Add Matrix’ option under Add ( ) icon located at the bottom-left corner to add a matrix view of
your data.

Use matrix to summarize your report data in the form of cross-section of fields in rows and columns. For
example, ‘Product Type’ and ‘Product’ in columns; ‘Location’ and ‘State’ in rows. A cross section of ‘Product
Type’, ‘Product’ and ‘Location’, ‘State’ will display sales of that product in that location.

Figure 35: Creating a Matrix

To place a field as matrix row, drag it from Available Fields list and drop it in Row Fields (or, select a field and
click button). To place a field as matrix column, drag it from Available Fields list and drop it in Column
Fields (or, select a field and click button).

To place a field on summary (intersection of row and column), drag a field from Available Fields list and
drop it in Summary Fields (or click button).

These fields will be calculated for summary/totals. Functions listed in Function dropdown box will depend
on data type of the Summary Field.

You can drop multiple fields in Row Fields, Column Fields and Summary Fields box. Fields appear higher in
sequence in Row Fields and Column Fields will appear on outer side of matrix. Summary Fields are placed
left to right on the matrix. To move a field up or down, click or button.

Show When opens filtering criteria to apply on column and row fields. The column/row that meets the
condition shows up on the matrix when you run the report.

You can highlight a Cell, Cell Family, or an Entire Row or Column of a matrix based on a condition. The
matrix highlights the summary field using the specified Style.

47
In case of a hyperlinked field (specified at the query object level), you can drill down to open another report
or URL on clicking the value of field on matrix.

Grouping values of Numeric fields

You can specify an integer value to group numeric fields. For example, to have groups of 0-9, 10-19 ...
specify 10 in Group By box of respective row in Row Fields or Column Fields box.

Grouping values of Date type fields

You can group a date by Minute, Hour, Day, Week (Sunday to Saturday), Month, Quarter (Jan-Mar, Apr - Jun,
Jul - Sep, Oct - Dec), Year. Select an option from Group By box of respective row in Row Fields or Column
Fields box.

Clicking Clear Matrix button would clear the specified matrix properties to start all over again.

Designers/Users can link Matrix and Chart so that any changes made in one component gets reflected
automatically in the other. Linking can be done in both ways- Matrix to Chart and vice versa.

Figure 36: Link Matrix and Chart

You can also edit the matrix name on the title bar by double-clicking on it.

You can delete a matrix control by clicking Delete Matrix icon on the top-right position of the matrix.

Click Delete option on the down arrow next to Matrix tab on the bottom-left to delete the entire matrix view.
A confirmation message pops up confirming the deletion.

48
Interactive Map

Click the ‘Add Map option under Add ( ) icon located at the bottom-left corner to add a map view of your
data.

You can add interactive mapping functionality to your reports with vast customization options. It enables to
zoom or pan the map, drill-down to other reports or external URLs.

You can create GIS maps on smart reports and achieve the following:

1. Heat maps: A heat map uses shading to display how a value differs in proportion across a
geography or region. You need to set light (start) and dark (end) color, so that for the corresponding
values for your Value Field, the map will automatically choose intermediate color corresponding to
its value. Refer the “GIS section properties” table on page 44 to know more about heat map
properties.
2. Attributes on balloon: You can specify how the value of a field should appear when you click an
area on the map (as shown in Figure 38).
3. Drill down: In case of a hyperlinked field (specified at the query object level), you can drill down to
open another report or URL on clicking the area on map.

Figure 37: Creating Map

49
Attributes Dialog

Area attributes dialog helps you design the content of the balloon that opens when an area on the map is
clicked.

Figure 38: Attributes Dialog

GIS section properties

Item Values Comments

Map Select Map Data: This list populates according to map data
available on your system.

50
 Select the map name for initial loading of
data.

For example, if you want to depict US

states heat map then select “USA –
Regions”. If you want World countries
heat map then select “World - Countries”
map

Area Field Select field from list This list populates GIS enabled fields
defined at the query object level.

Select appropriate field for grouping of

data.

For example: the field that contains state

name, country name etc.

Area Attributes Opens Attributes dialog Area attributes dialog helps you design
the content of the balloon that opens
(See image below this table)
when user clicks an area on the map

Area Attributes Type yourself Prefix caption value for the field

Prefix

Area Attributes Select field from list Value of the field

Field

Area Attributes Select summary function Select the aggregation summary function
Function applied on the field

Area Attributes Type yourself Append suffix caption for the field
Suffix

51
 Area Attributes Check/Uncheck Check = This line appears on the title bar
of the balloon
As Title
Uncheck = This line appears on the
canvas area of the balloon

Area Attributes The balloon content formation is

Preview previewed here

Heatmap This section helps you design the heat

Properties map on the GIS map

Value Field Select field from list Select the value field using which the
heat map is calculated

Function Select summary function Select the aggregation summary function

applied on the field

Start Color Select color from palette Select the lowest value color

End Color Select color from palette Select the highest value color.

All the in-between values will be assigned

respective colors automatically by an
even distribution

You can also edit the map name on the title bar by double-clicking on it.

You can delete a map control by clicking Delete Map icon on the top-right position of the map.

Click Delete on the down arrow next to Map tab on the bottom-left to delete the entire map view. A
confirmation message pops up confirming the deletion.

52
Report (Menu) Options

Let us discuss the various operations on the main menu of the Smart View.

The various actions that can be performed at the report level under are given in the table underneath:

Action Buttons:

Button Comments

New This helps to create a new report.

It takes you to the ‘Select Data Source’ screen to select a Query Object for your report

Open Opens previously saved smart report for editing.

An ‘Open Report Layout’ dialog will prompt for selecting the folder and report

Save Saves the settings of this report – data source, fields, groupings etc.

A ‘Save Layout’ dialog will prompt for report name and folder location

(You can also see this option at the bottom-right of the report)

Save As Saves the settings of this report with a different name.

A ‘Save Layout’ dialog will prompt for report name and folder location

(You can also see this option at the bottom-right of the report)

Note: The report saved in Smart View is referred as “SMART” format in Intellicus.

Data Source Displays the Query Object used in this report

Change Data This enables you to choose another Query Object

Source (You can also see this option on the down arrow next to the Data Source name at the
bottom of the report)

Edit Data Opens Query Object screen where you can edit the Query Object
Source
(You can also see this option on the down arrow next to the Data Source name at the
bottom of the report)

Formula You can add a formula field to specify a formula expression that can use existing fields.
Fields
Properties like the formula field name, caption for the formula field to appear on the
report, its return type, etc. can also be specified.

This formula field can be treated like any other field on grid, chart or matrix in the report

53
Refresh Data Refreshes data under all views (reruns query to fetch data from server)

Set Template Shows predefined templates to apply to smart view. In Intellicus you can create your own
template by adding your template code in JSON file that you will find in the below path:

<Intellicus installation folder>\ReportEngine\templates\charts\common

Using templates, you can give different patterns to different values on X-Axis. For
instance, you can show a pattern of cars for an X country, in the same chart a pattern of
bikes for a different country. The images you add must be in SVG format.

Advanced Advanced Properties can be set at the report level to control the behavior of the reports
Properties each time they are executed. Advanced properties is enabled once a report is saved.

Audit Log Select Enable to log report operations.

Run Priority Select the run priority needs to be considered while running
the report

Database Connection Specify the time in seconds for which report server will wait to
Timeout receive response of query execution.

Data Source Fetch Specify the number of records to be fetched from data source
Size in one read.

Max Rows Specify the maximum limit (number of records) that should
appear on this report.

Query Execution A query taking longer to execute will keep a report execution
thread busy for longer. If all report execution threads are busy
and if for this report if query takes longer to execute,

Synchronous: Will hold the report execution thread keeping

further requests in queue.

54
 Asynchronous: Will pass on next report execution request to a
"helper thread".

Restrict to Set this property to Enable to run this report only in

Background background.

Restrict to Formats Select the output formats in which this report can be
generated. Formats not selected here will not available for
this report.

Default Memory Specify average resource utilization (in MB) for this report per
Usage Per Exec execution. Default: 50 (MB).

Report Server Chunk Specify the time in seconds for which portal should wait to
Timeout receive first chunk of response from report server.

Sort Area Size Per Specify the number of records that can reside in memory for
Exec all sort threads of a report. Any value more than 0 is a valid
value. Default: 600.

Sort Threads Per Exec Specify the number of threads to be created (per report
request) at runtime to perform sorting of records. Default: 4.

Data Caching Create Cache of result set for this Query Object to be used
based on matching business parameter values.

55
 Cache Select Enable from Cache dropdown box, to enable caching.

Set Level as User if you want the report to be cached for the
user who has generated the report. Set it as System if you
want the report to be cached for all users after it is generated.

Refresh: The setting of refresh frequency. Here are the

details:

Never: Report once generated will never be generated again.

All the users will be catered with cached report.

Hourly: Refresh frequency is specified in terms of minutes of

hour. For example, 4, 19, 55.

Daily: Refresh frequency is specified in terms of hours of the

day. For example, 2, 5, 12, 22, 23.

Weekly: Refresh frequency is specified in terms of days of the

week. Specify 1 for Sunday, 2 for Monday, and likewise, 7 for
Saturday.

Monthly: Refresh frequency is specified in terms of month

numbers. Specify 1 for January, 2 for February and likewise,
12 for December.

Yearly: Refresh frequency is specified in terms of year

numbers. For example, 2005, 2006.

Frequency: Specify the hours, days, weeks, months or years

based on value selected in Refresh.

Export You can export your report in MS EXCEL, ACROBAT PDF, COMMA SEPARATED, TEXT, MS
WORD and MS POWERPOINT (license-governed) formats. Reports are exported in their
respective native formats so that you can perform various operations supported in the
above-mentioned tools.

The grid in our reports is exported as its equivalent table in Excel, Word, PowerPoint and
PDF. The matrix is exported as a Pivot table in Excel and as a table in Word, PowerPoint
and PDF. The chart is exported as a chart in Excel, Word, PowerPoint, and as an image in
PDF

Note: The chart types that are not supported in MS Office (Gauge, Counter, Tree Map, and
Packed Circle) would be exported as images only.

Currently, the threshold and negative color values (if applied) in our charts cannot be
exported.

Note: You cannot export maps in the current version of Intellicus.

56
MS EXCEL, General Download Check/Uncheck Check = Zip the file and
TEXT Options Zipped File download

ACROBAT PDF, General Download Check/Uncheck Check = Zip the file and
MS WORD, MS Zipped File download
POWERPOINT
Page Orientation Select from Select either Portrait or
Settings options Landscape.

Default: Portrait

Paper Size Select from Select from the list of

options standard paper sizes.
Default: Letter

Height Specify a value Default: 11”

Width Specify a value Default: 8.5”

Margins Specify values Default: 0.3”

for Top,
Bottom, Right
and Left
margins

COMMA Separator Select (under Predefined) or Select the separator

SEPARATED Type yourself (under Custom) character to be inserted
Options between columns in the
CSV output

Enclosure Select (under Predefined) or Select the enclosure

Type yourself (under Custom) character to be used to
enclose each column
value in the CSV output

Template Select from list Select an Excel template

(from
Intellicus>ReportEngine

>templates>excel
location) to export

57
 report data to the first
sheet of excel file.

Include Check/Uncheck Select to export grid,

chart, matrix or their
combination data to
CSV

Download Check/Uncheck Check = Zip the file and

Zipped download
File

Publish When you publish a saved report, its output is generated and saved which can be opened
(option is and viewed in the future for a faster response.
available in
case of a You can publish a report in any of the available Report formats from under Report Format
saved report) dropdown (HTML, ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD,
MS EXCEL and MS POWERPOINT).

You can specify report location, name, access mode as Public or Private and date of
expiry.

Add Comment helps you add descriptive comments to your published report

Email You can select to email your report as attachment or link (for saved report) or embed (in
the email message body) in various formats. The different options available for each
report format are as mentioned above under Export. Also, the report can be emailed as a
zipped file if you check ‘Attach Zipped’ option under Options

Upload You can upload your report in various formats over FTP or Shared Folder. The different
options available for each report format are as mentioned above under Export. Also, the
report can be uploaded as a zipped file if you check ‘Upload Zipped option under
Options. Intellicus supports both secure and passive modes of FTP

Generate Intellicus user can share the saved report to the non-Intellicus user by generating a link
Link (you
enabling a non-Intellicus user to view the Intellicus reports.
need to have
system
Select the output format in which the report will be available to the user under View
privileges for
this feature) Output in. The default value of output format is HTML. Other available formats are
ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS
POWERPOINT.

You can optionally mention access code while creating a link. The access code must be
provided to the user who accesses the link.

You also have the expiry date of the saved report

58
 Print Locally: You can view or download the PDF depending on the Default Print Option
(Navigate > Personalization > Preferences > User Preferences). The PDF can then be
printed upon selecting a printer and printing options in your local network

Direct: You can directly print on the default set printer

At Server: The portal can send request to the server for printing (on a configured printer
at server)

Direct with Comments: You can directly print on the default printer along with the
comments added to your report

Filters

The icon on the main menu opens a window that has three tabs: Select Parameters, Filters and What-if.
You can specify the parameter and filter values to be applied to the fields of the parameterized smart report.
We have discussed What-if in the later part of this manual.

Select Parameters

The Select Parameters tab is shown within Filters icon on the Smart View in case parameters have been
applied to your report at the query object level. It shows up the default set parameter values.

The smart report gets its data by running pre-generated query objects. If a query needs a value at run time,
it may have a user (run time) parameter included in it. The values of run time parameters are taken from the
user while running the report.

Parameters are stored in repository and so can be re-used in one or more report and query objects.

Figure 39: Select Parameters tab

When ‘Prompt Before Each Run’ is checked, the Input Parameter Form (IPF) shows up before each report
run to enable you change the default parameter value(s).

The IPF shows up in case of mandatory parameters even if this field is unchecked.

59
If ‘Save Values For Next Run’ is checked, report runs with parameter values saved in last run (upon saving
the report). In case this is unchecked, report runs using the default parameters.

When ‘Show Parameters On Report’ is checked, it enables to view the list of parameters on top of the report.

In case multiple parameters as well as filters are applied, the parameters are separated from each other and
from the filters using a pipe symbol.

Filters

You can use filters to limit the data that appears in the report. You can narrow the information based on
specific conditions.

Filter is a condition, which you can choose to apply on your report data. You can apply multiple conditions
by joining them with AND/OR operators.

Figure 40: Filters tab

60
Filter Section properties

Item Values Comments

Max. Rows 0-N Maximum number of rows to be fetched for current

report. When you are using a data set that returns too
many rows or when you are not sure of number of rows,
this is the tool to restrict the size of the report.

(Note: Reports generated with Max. Rows set may

contain incomplete information of your business data)

Suppress Check/Uncheck Check = Removes consecutive duplicate records from

Duplicates the report.

(Note: Distant duplicate rows may still exist in the

report.

Make sure that the report is sorted on all the report

fields)

Field Select from list Select the field on which you want to apply filter

Criteria Select from list Select the operator to be used in the filter. These are
comparison operators based on the data type of the
selected field (different for character, numeric or date).

The between operator prompts for two values

Use Field Check/Uncheck Check = When Use Field is checked, Value gets
populated with Field values for comparison

Value Type yourself or select from Based on the configuration of this field in the meta
list layer, the value list appears

Relation AND AND = The next condition is applied with combined

conjunction of this condition

OR = The next condition is applied in alternate

conjunction of this condition
OR

61
 Open/Close ( Braces to group a set of conditions for applying
appropriate AND/OR combination
((

(((

((((

(((((

))

)))

))))

)))))

Show Check/Uncheck Check = Shows filter values on top of the report

Parameters on
Report

Actions

Item Comments

Add Filter Add a new filter condition row

Remove Filter Remove current filter condition row

Linked Filters

A Field could be linked to one or more other fields for fetching available values for filtering.

This is to handle situations like short listing states when a country is selected.

You may need to select parent field before selecting a child field to apply filter. The child field is specified as
a Link Lookup field linked to parent field at the Query Object level.

62
Selecting Dynamic Dates

When you select a date field to apply filter, you have an option to specify a dynamic date variable – today, in
last 5 days etc.

For example,

• Date of hire is in last 10 days from today (report generation date).

• Date of sales transaction is in this Quarter.
• Transaction Date is in last month.
• Date of retirement is in next month.

For criteria, you may select any of the following:

• is in last
• in this
• is in next

If in this is selected as Criteria, the Value drop down box has following options to choose from:

• Year
• Quarter
• Month
• Week
• Day
• Hour
• Minute

If is in last or is in next is selected in Criteria, specify the number of Day(s), Week(s), Month(s), Quarter(s) or
years (as the case may be) in Value entry box. Explanation for each of the option is given below:

• Year(s): The number of years from the date of report generation.

• Quarter(s): The number of quarters from the date of report generation. A quarter is January to
March, April to June, July to September and October to December.
• Month(s): The number of months from the date of report generation.
• Week(s): The number of weeks from the date of report generation. A week is considered from
Sunday to Saturday.
• Day(s): The number of days from the date of report generation.
• Hour (s): The number of hours from the date of report generation.
• Minute (s): The number of minutes from the date of report generation.

63
Predictive Analytics

Data Science capabilities in Intellicus allow you to get predictions on your data to know the future trends
and possibilities. You can add Data Science engine step at Query Object level or perform predictive analytics
at report level.
Please refer “WorkingwithQueryObject.pdf” to guide you on how to add Data Science engine step at Query
Object level.

Once you create the necessary steps for a report to be generated from the Query Object, you can run the
report and visualize your data with predictions.
You will see the following once you run the report:

Figure 41: Machine Learning Operations toolbar while running a report in Smart View

Note: The Machine Learning Operations will be visible if you add Data Science
engine step with the necessary modular script at Query Object level.

You can choose between Prediction only or Training and Prediction from here. Prediction only will use a last
trained model to bring out predictions, whereas, Training and Prediction will perform retraining based on
the latest datasets before giving prediction. After selecting your choice, click Apply.

You can save your choice as default option every time you run a report by checking the box for Save Values
for Next Run.

64
Performing Predictive Analytics

With Intellicus, business users can perform predictive analytics to get predictions on their data. Predictive
Analytics helps you to input your script directly at report level and bring out predictions on your data.
Adding script at report level is most useful when your predictions are not forming new variables or columns
in your data reports.

Turn on the edit mode to view option for Predictive Analytics. You can perform predictive Analytics in Smart
View Reports

Figure 42: Tabs for Predictive Analytics and What-If Analysis

Predictive Analytics box will give you the options as shown in the image below:

Figure 43: Performing predictive analytics

Fields
This will show the fields present in your report and you can choose on which fields you want predictions.
Clicking any field will give you the ability to write Data Science script for that field.

Prediction Script

Here you can write the script for the field(s) you choose.

65
What-if variable source

Here you can select if you want the Data Science engine to analyze the variations in independent variables
itself by selecting Auto or you can provide the data by selecting Data Source. Independent variables help to
bring out predictions on dependent variables.
For example, if you want to predict Sales (dependent variable) your company would achieve in the coming
years, you will have to provide marketing expenditure (independent variable), investment in infrastructure
(independent variable), number of probable hires (independent variable) etc.
You can select Auto to let the Data Science engine learn the trend by reading your historic data and predict
the values of independent variables. If you have pre-decided values, you can provide it using the Data
Source option.

Auto
In Auto, you need to give the prediction data point in numeric value, for instance if you keep the value as 4,
the predictions will be made for 4 units as per the intervals in your chart.

Figure 44: Select Auto in What-if variable source

Data Source
Here you need to specify the query object that has the prediction data (Independent variable values), to get
predictions for the fields you choose and provide script for the same.

Figure 45: Options if you select Data Source

Upon adding the script, you can verify if the script is error free. Click OK if the verification process succeeds.

Note: There are some guidelines to write script at report level, please refer
section “Guidelines for Scripting in R in Intellicus” in
“DataSciencewithIntellicus.pdf”

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What-if Analysis

With Intellicus you can perform What-if analysis to view predictions of different fields based on various
business scenarios. For instance, if you want to know how much power will be consumed at a certain
temperature, you can give the temperature value to get the prediction. This will help you to make planned
decisions of your future actions for your business and any other operational decision based on the
predictions you derive.
To do What-if analysis, select Filters option and select What-if tab.

Figure 46: What-if analysis tab

You can use the slider to define the percentage values of different independent variables or manually set
them. The values can be positive or negative, which implies the quantity you are increasing or decreasing
from the current value. For example, if your current temperature is showing 20 degrees, setting a positive
value by 20 percent will mean that the temperature will increase by 20 percent on 20 degrees and similarly
decrease by the percentage you set for a negative value.
Click Apply once you have set the desired values and you will be able to view the predictions based on the
values you have set.

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An example of predictions achieved with the above use-case is shown below:

Figure 47: Predictive Report with What-if Analysis

Note: You can see the values of independent variables on the chart tooltip.

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