Configuring analyses in the new reporting module

An analysis is the structure of a custom report. When configuring an analysis, you decide how you want to combine the available data sets in terms of visuals, formulas, filters.

Before you begin

Before you create an analysis, make sure the following prerequisites are met:
  1. Make sure the account holder is added as a report author; this automatically created the shared folder needed to make dashboards available to other users.
  2. Optional: Create folders in the My folders section; these folders are used to save your analyses and dashboards. Note that the folders you create here are your personal workspace and are not the customer folders available in the Trados application.

Procedure

  1. Log in to Trados Enterprise (by accessing this link: http://languagecloud.sdl.com/lc).
  2. Go to the Reports view and select Report Designer.
  3. From the menu on the left, select Analyses.
  4. Select New analysis.
  5. Select a data set.
  6. Select USE IN ANALYSIS.
    The Report Designer screen is divided into several sections or panels: A screen shot of the sections on the Report Designer screen.
    • (1) AutoGraph – a panel where you can see the queried data as a visual of your choice per sheet
    • (2) Visuals – a panel which lists the visual types you can select from
    • (3) Data – a panel where you can view and select data from the data set you have chosen
    • (4) Operations on screen – a panel where you can enable or disable panels, where you can perform undo and redo operations, and where you can specify a name for your analysis to replace the default name
    • (5) Operations on data – a panel where you can add and manage more data
    • (6) Publish button – a button used to save the analysis in the Analyses list
  7. Go to the Data panel and select a data set.
    A data set (or data source) can consist of the following elements:
    • = data set folders or dimensions
    • = numerical field
    • = date field
    • = calculated field (formulas)
    • = text field
    Dimensions which contain Personally Identifiable Information (PII) (for example, dimensions which refer to people's names and email addresses) can be introduced in analyses in two ways: hashed (where PII is covert) or non-hashed (where PII is overt). Choose dimensions which have the Hashed suffix if you do not want analyses and dashboards to display explicit PII.
  8. To add another data set, select , choose a data set, and then click Select.
  9. To create a visual, in the Visuals panel, select ADD, and then select one of the available visual types: graphs, charts, or tables.
    The visual is displayed in the AutoGraph panel. Visuals are added on the active sheet in the AutoGraph panel. A sheet can have several visuals and a visual can be based only on one data set.
  10. To add data to your visual, in the Data panel, select the necessary fields.
    Depending on their type, the fields are added either as columns or axes in the visual. By rule of thumb, text data is the data you group by, while numerical data is the value grouped.
  11. To add a separate sheet, go to Insert > Add sheet.
  12. To create a filter, select the funnel icon. In the Filters panel, select ADD, select a data set from the list, and then select the field which will be the actual filter. Your filter is added, so now you must configure it:
    1. Select the filter.
    2. Specify if the filter is available only for the current visual, for multiple visuals from the current worksheet, or for multiple worksheets in the analysis.
    3. Select a filter type:
      • Filter list – pick values from a pre-populated list of values
      • Custom filter list – type the field values manually, separate them with the Enter key, but make sure that the values match the values in your data set
      • Custom filter – type the field values manually or use parameters
    4. Select a filter condition (for example, Include or Exclude).
    5. Select filter values.
      For example, if you select Filter list (as the filter type), Include (as the filter condition), and select three checkboxes (as filter values), then, when applying the filter, you can filter the data by the selected values. For example, let us say that you create a Customer Name filter where you can filter by three values: Customer A, Customer B, Customer C.
    6. If needed, create a compound filter coordinated with the (built-in) OR operator. Select ADD FILTER CONDITION and select a field from the same data set or a different data set. As before, select a filter type, a filter condition, and filter values.
      For example, let us say you add a Project Status filter where you can filter by New or Completed projects.
    7. If you want to have an extra AND relation added to your filter, add another filter.
    8. When finished, select APPLY.
    9. Optional: From the filters panel, identity the filter you want to add to the AutoGraph panel, select the three-dot menu, and then select Add to sheet.
    Filters enable you to create one comprehensive report which spans several field values you can select from, instead of creating as many reports as existing field values. You can add one filter per sheet in the AutoGraph panel. Use the filter widget by selecting one of the available values. Users can filter the data even when they consult the data in read-only mode, as a dashboard. In brief, using filters in your analyses (and dashboards) allows you to consume only one session while accessing different filtered data from the same source.
  13. To add text or custom content to your report, use .
  14. To add parameters which can later be used in calculated fields or filters, select .
    1. In the Create new parameter dialog, enter a parameter name, select a data type, and decide whether you want your parameter to accept a single value or multiple values.
    2. Under Static default value type, enter a value from an existing field in the data set.
    3. Select Create.
      The parameter is saved in the data set which is currently in use.
  15. To add a calculated field (a formula), you can perform all selections manually or by using parameters.
    1. Select Insert > Add Calculated Field.
    2. Enter a name.
    3. From the Functions list, select the function that is applied to the fields and parameters you will select next. When you select a function, you can see its syntax and there is a Learn more link which provides additional information on functions.
    4. From the Fields list, select a data set and one or more fields by double-clicking each field. The selected fields appear in curly braces, on the left side of the screen. Make sure you separate the fields as instructed by the function syntax.
    5. If you already have parameters configured, from the Parameters list, select a parameter. The selected parameters appear in curly braces preceded by a dollar sign on the left side of the screen. Make sure you separate the fields as instructed by the function syntax.
    6. Select Save. The calculated field is saved in the data set which is currently is use. You can select the calculated field to include it in a visual, for example as a column in a table.

Results

The changes you make to an analysis are saved as you make them. When closing the analysis, you can view it in the Report Designer tab, under Analyses.

What to do next

At this point, you can continue editing the analysis, publish the analysis as a read-only dashboard, and then make the dashboard visible to other users. Analyses are not finalized until they are published.