acnielsen advisorisightsinteractiveclientusertrainingv15 advanced new 131001063658 phpapp02

Confidential & Proprietary Copyright © 2007 The Nielsen Company

ACNielsen | AdvisorInteractive i-sights

User training

[Topic of Presentation]


Course Outcomes

1. To be able to build and maintain presentations using

ACNielsen | Advisor

2. To be able to build and save ACNielsen | Advisor

reports

3. To be able to train external clients on ACNielsen |

Advisor Personal


Working with Explorer



What is Report Book Explorer?

•Integrated view of the Advisor files and objects•Tree structure view to display:

– Portfolios– Report Books– Reports– Analysis

ReportBook Explorer



Advisor File Structure

File

Portfolio

ReportBook

Report

Analysis



Using Report Book Explorer

•Open report books•Create new

– Portfolios– Report Books– Reports

•Import report books•Copy report books•Delete •Rename



Opening report books•Highlight the report book•From the File menu within Explorer select Open or

– Right-click on the object and select Open



What are Sorting, Ranking and Sharing?

•Sorting– arranges data based on a logical order – e.g. Ascending, Descending

NOTE: Shortcut for “Sort” function: right mouseclick on column and select Quick Sort (ascending / descending).

•Ranking– gives the data a ranking number (i.e.. rank 1, 2, 3, etc) based on the

criteria (e.g.. Sales Value, Value Share, Growth)



What are Sorting, Ranking and Sharing?

•Advisor has the option to Sort, Calculate Shares and Create Item rankings…

Sort Calculate Shares

Create Item rankings



Using Quick Sort1. Highlight the column or row 2. Right mouse click, select

Quick Sort

3. Choose Ascending or Descending order



Sorting using the Toolbar

1. Highlight the column or row 2. From the toolbar click on the Ascending or Descending button



Using Ranking1. Highlight the column or row

2. Right mouse click, select Calculations, and Rank

3. Choose to rank items High to Low (default) or Low to High

4. Choose to calculate the rank Before applying analysis or After applying analysis

5. Result



Using sharing

1. Highlight the column or row

2. Right mouse click, select Calculations, and Select Share

3. Check the relevant information.

4. Click OK



Using Moving Average

Step1. Right Click on the column you need to have the moving average

Step2. Go to Calculation and select Moving Average…

Step3. The below screen will appear where you need to select ‘Before applying analysis’ and then ‘OK’



Using Accumulate

Step 3: Right Click on the column you need to have your accumulation i.e. Sales Volume Shares

Step 4: Go to Calculation and select Accumulate

Step 1: You need to choose where your accumulation will be based on i.e. Sales Volume Shares

Step 2: Go to the Fact data selection and choose once again the fact Sales Volume Shares and rename this fact to Accum



Important to the client

•Calculations are done on the “fly” within the same software – saving time.•No need for a database to perform these calc.•All functions are easy to use and can be repeated every

time we retrieve the software – i.e. every time users retrieve data the information will be – Shared to the 100%– Ranked based on Value shares – Sorted based on absolute volume


Advanced Calculations

Share to Base – Start Section



What are Start sections?•Start Section is used to define the beginning and the end of a calculation –

thus each start section is treated as a 100%.– Example 1 identify the leading manufacturers within the total category and then the

same for within the segments share back to each segment – Example 2 identify what are the top manufacturers for the category and then the

leading brands for each of the manufacturer shared back to each manufacturer.•Users can use several Start Sections within the same retrieval.•Users can use Start Sections along with

– Sorting – Share Calculations etc



Finding the Start section buttons…

•Under the data selection screen

•In the data selection toolbar.

•Right click in the data selection screen



What is Share to Base?•Share to Base is an Advisor function that automatically shares

the selection to the base.•If it is used in conjunction with Start Section i-sights users can

use Share to Base to any possible 100%.



Finding the Share to Base buttons…

•Under the data selection screen

•In the data selection toolbar.

•Right click in the data selection screen



Example - Using Start sections and Share to Base•Wish to retrieve.

– who are the top manufacturers in the category – Identify the biggest brands for the manufacturer.

•Both should be shared. – Manufacturers to the category – The brands to the total manufacturer

•Both should be sorted biggest to smallest.



1. Create the selection

2. Right click to Start Section

3. Right click to Share to base

4. Resulting selection

Example – cont’



5. Result sorted in two groups

6. Right Click – Calculation - Share

8. Result – Shared and Ranked within the same retrieval but treated as different sections.

Example – cont’

7. Select Column and Apply Quick Sort/Descending




•Ideal for creating different basis within the same data retrieval.•Can easily create scenarios that

– Share of Top Manufacturers within the category – Share of Top Manufacturers within the segments– Share of Top Brands within each

– Segment–Manufacturer

•Applicable to all dimensions but most useful in– Markets i.e. Creating custom MBD’s for benchmarking– Products– Periods

•Saves time when you wish to repeat or refresh this information.


Becoming an expert

Introduction to Builder



Introduction to Builder

•The Builder is the building block to the i-sights application whereas the Explorer is the foundation. •Within the Builder, you can create new

– Expressions Analyses– Data Selections Conditions– Groups/Favorites Panels

•The Builder enables you to rename, copy, modify, delete, view, import reports from other WS+ files, and share the work across different reports..



Finding the Builder

•Under the toolbar click

•The result is the builder table



A few words!

•Group/Favorite is an organized approach to combining certain data combinations that are frequently used.

•Expression is a formula that performs calculations that are not available on the database.

•Database Selections enable you to access the same templates between users even if users name their databases with different naming conventions.

•Condition is a rule-based data mining capability allowing you to determine a set of data rules before retrieving the information.

•Analysis consists of a set of rules that is applied to retrieved data.



What is a Data Selection?•Allow users to make multiple selections from the 4

available dimensions•Can be used to populate different panels in a report



Creating a Data Selection1. In Builder/Data Selections select

File/New2. Select the dimension you are working on

(ex. Products) and select an appropriate tag and name, then click OK to exit screen

3. In the Data Selection dialog box select your new items (ex. products)



What is a Panel?•A window where data is displayed•One or more panels make up a report

The Table report in theCategory Scorecard reportbook has 4 panels



Creating a Panel1. In Builder/Panels select File/New 2. Select an appropriate tag and name for

the panel and click OK to exit screen

Note: Unlike other objects in the Report Book Builder, Panels cannot be Edited/opened



What are Groups/Favorites?•Allow users to arrange commonly used selections together•Can be created on all dimensions (Markets, Products,

Facts or Periods)•Groups mostly used in the Isights templates:

Groups built in Products dimension

Groups built in Markets dimension



Creating a Group/Favourite1. In Builder/Favourites select

File/New2. Select the dimension you are

working on (ex. Products) and select an appropriate tag and name



Creating a Group/Favourite3. In the Data Selection screen make

the selections and click OK to exit the screen

4. The new favourite is created at the bottom of the existing favourites listing



Creating a Group/Favouriteby copying an existing one

1. In Builder/Favourites select an existing group and copy/paste it

2. Right-click on the new group and select Properties to rename it

3. Double-click on the new group to make the new selections and then click OK to exit



Importance of Groups/Favorites

• Faster selection during the localization process– Commonality in data selection– No need to repeat the same data selection in all report

books, since the groups are shared throughout the whole file



What is Share of Selection…

•Allows the user to dynamically select a different 100% for the share•Similar in function to Volume Share… in Nitro



How to use Share of SelectionStep 1: Go to Builder and create a new Data Selection with Fact dimension and select from Expressions one of the following, having in mind what you are about to use either Value or Volume. Step 2: Double Click on the Segment 1 Data

Selection, and select the line that will be our new 100% Product. Select Ok

Step 4: Need to go back to Data Sets and do the necessary adjustments with our new information created

Step 3: Right Click on Segment 1/Properties and In Settings tab select both “Prompt Only if Used” and “Prompt First Time Only”


Becoming an expertConditions



What are Conditions?

•Conditions are used to place constrains on reports before data is displayed•Two condition constrains are available Filter and

Top/Bottom (ex. Top 10)•Examples of conditions

• Volume Top 10 for last MAT…

• Top 10 Fastest growing…

• Bottom 20% Vol. Share…

• Etc…



How to use Conditions•Conditions are already developed in Ad-Hoc•Ready to be usedStep 1: Go to Builder/ Data Selections and double click on Products

Step 2: Click on Conditions. All available conditions appear

Step 3: Double click on the condition you want to use, and it will automatically moves to the right where our products are being selected



How to use ConditionsThe below window will pop up asking to clarify a number.

Step 4: Insert the number that you wish and select Ok

Note: This is how you manage to have i.e. Top 5,10 etc Brands, Manufacturers etc



What are Prompted Variables?

•Ability to input a numeric variable (ex. in a Top X condition)• It will work in conjunction with

– Conditions– Analysis– Expressions– User Defined Items

•A new Numeric Variable Data Selection will be added, as well as a new icon on Advisor toolbar for Dynamic Prompts



Using Prompted Variables1. Open the Report Book Builder/Data

Selections2. Click on New icon

3. Select Numeric Variable type

4. Add a meaningful Tag andName and click OK to exit the screen



Using Prompted Variables5. A new Data Selection will be

prompted. Enter a numerical value

6. Click OK to exit the screen back to the Data Selection in the Builder



Using Prompted Variables9. Open an existing condition or

create a new Top/Bottom one10. Tick Numeric Variable to

create the condition based on the Top X selection instead of a given number

11. Click OK to exit the screen



Using Prompted Variables12. Once the new condition is

created, the Dynamic Prompts icon is enabled

13. Click on Dynamic Prompts to enter a number for the condition created

14. Click OK to run the report




•Reports become more usable (easier to type a value than search through all existing conditions to find the appropriate one•Reduces the number of conditions and analysis to be

created•Client will get the exact information needed with no

additional time spent by the CSS to create custom conditions/analysis


Becoming an expertAnalyses



What are Analysis Rules?

•Highlight or alter the format of displayed information– Hide– Color Values and Headings

•Constraints on reports for better interpretation of information

•Example of some Analysis rules ...– Colours (e.g. red color negative growth, green color growth > 10%)– Hide data (e.g. NA or ERR)

Display the Previous or Next Analysis

Click once to display all analysis created



Panel Types

Excel Hot LinkExcel Hot Link

MS GraphCharts

MS SheetTable

Advisor tableNarrative

GRAPHSTABLESTEXT



Changing Panel Types

•Click on the Panel you wish to change;– Right click-Panel Type…



What is Table Panel?

•The Native panel of Advisor – Enhanced capabilities from version 6.2– Will replace the MSSheet panel



What are Data Sets?

•Allows data retrieval and organizing in a panel•Used to combine multiple data selections in one table



What is MS Chart panel?

•Graphical utility based on Office web components – 100% Compatible with

MS Graph with all charttypes and formatting tools

– Drill down capabilities– Interactive charting

capabilities



Formatting MSChart

•MSChart Objects



Formatting MSChart

•General Objects



Formatting MSChart

•Chart Types



Formatting MSChart

•Border/Fill



Formatting MSChart

•Format



Formatting MSChart

•Data Range



Formatting MSChart

•Series Groups



Formatting MSChart

•General for Series



Formatting MSChart

•Axis Formatting



Formatting MSChart

•Scale Formatting for Axis



What are dual axis charts?

Enable users to plot multiple data types on a chart with different scales



Creating dual axis charts

1. In MSSheet display the Periods in the Rows and Facts in the Columns

2. Change panel type to MS Chart panelNote: make sure that the chart is Column type




3. In Commands&Options go to Series Groups, highlight the second series, set the Operation as NEW GROUP and click OK

4. Change the second fact series to a line chart by clicking twice on it to select it and then change the Type to Line with Markers




5. Click on Series Groups, under Add Axis select Group 2, change the Axis position to Right and click on the Add button

6. Result:


Saving wsp files and report books



What are the ‘Save’ options ?File menu:„Save” – save the whole WSP with the same name, „Save as” – under another name

Report Book menu„Save as” – saves only current report book as WSP, „Export to viewer” saves current report book as WSV – advantage user can distibute single RB inside the company



File menu, Save AsSaves the current file with

all its Reportbook to a new file name.

Saving a File vs. Saving a Report Book

Reportbook menu, Save AsAdds the current report book only into a new or

existing file.



1. From the Report Book menu select Save As

Saving a report book to another file2. Click on Browse, enter file name to be created

or report book added to, and click on Save

3. Rename the report book accordingly



1. From the Report Book menu select Save As

Saving a report book to the same file

2. Do not click on Browse, just click OK to save file

3. New report book will be saved in the same file as last report book



Summary of what we have seen so far

•Saving saving file vs. saving the report book•Saving as new – creating the new copy of report book•Pack and Go – delivering the templates/reports to clients


Working with Office in Advisor



Generate Office Reports

Select File > Generate

•Result : User has the option to generate – Current report– Entire report book– Selection from the report book

• ImportantImportant: : AlwaysAlways save report to C:\Advisor\Output



How to generate PPT output

Action - Generates the selected reports as images / pictures.

Advantages – No size restriction thus users can generate reports as they wish – Very fast and easy to generate.

Disadvantage – Users can not edit the pictures.

Action – Generates selected reports as PPT charts.

Advantage – No size restriction thus users can generate as much as they want – very fast easy to generate – users can edit the data in each chart.

Disadvantage – Users need to use the GRA to format the charts.

Action - Generates selected reports as WS Plus objects.

Advantages - Charts are replicated exactly the same way as they appear in WS – Charts are editable directly from WS – updated automatically through WS.

Disadvantages - size limitation



How to generate PPT outputStep-by-step1. Select File > Generate

2. Click Browse and State file name

3. Select the appropriate generation method.

4. Finished



How to Copy / Paste to PPT

1. Select Edit > Copy

2. Select Edit > Copy Report



Using Copy Paste•Ideal

– For Ad-hoc slides and requests•Advantages

– Double click on any of the tables and you can access the information in the tables.

•Need to know– After copy paste results come out with the default PPT colors of the

template you are using however the GRA included will provide better format with a single click.

•Result – Same as the Generate Using Objects option shown in the Generator

slide 88.



Option 2 - Select Edit > Copy Report

W hat is the im pac t o f price on m y s ales? - Sales vs p riceT OT A L C Z E CH RE P U BLIC - F IG -3 B IT 4 5g M | Period E nde d AS 2004 | | S hare of C O U NT LINE S /B AR

S ourc e: A C Nie ls en C zech R epub lic Retail A udi t Data

1. Select Edit > Copy Report

2. Paste Special > ACNielsen Object

3. Dbl Click to edit the chart directly from WS.



PPA



MaintenanceMaintenance will update your previously exported PPT.

Step 1:Select Tools from toolbar/ PowerPoint Maintenance/ Run Maintenance

Step 2: In the screen above you choose ‘Add’. By default is set up to Update

Update: keeps the previously exported PPT and updates it

with current changes

Refresh: i.e we have comments from last PPT set up and from this period onwards we need to remove

those

Step 3: Choose the path of the PPT you want to work with

Step 4: The PPT file appears on the screen and select ‘Process’ so as to start working


Working with Office in Advisor



Generating Excel output1. Select File > Generate 2. Click Browse and State file name

3. Finished



Generating Excel output

•Excel output also generates a browser style Table of Contents



Copy / Paste to XL1. Select the table 2. Select Edit > Copy

3. Paste the data in Excel



Summary of what we have seen so far

•Office Report output overview•How to create PPT output using File Generate•How to create slide using simple Copy Paste•How to create slide using Copy Report option•How to create Excel output


Appendix 1

Hierarchical databases in Advisor I-sights environment



Linear vs. Hierarchical

•ACNielsen Advisor is the environment ready to work with any type of databases•However linear database limits utilization of Advisor

features •Linear database can be semi-automated (ex. Item level

can be selected thru id „item” in long description)•100% capacity of Advisor tools can be utilised with

hierarchical (characteristics) database



Top 5 Benefits of Characteristics

•Filter large databases

•Automatically identify new lines

•Easy maintenance of reports

•Groups products by attributes eg manufacturer

•Search the data by pre defined criteria



Data Selection Screen: working with CharacteristicsSelecting the brands of a manufacturer1. Expand LEVEL

folder and check BRAND

In the Items window all the available brands will be displayed

2. Expand MANUFACTURER folder and tick the chosen manufacturer

In the Items window all the available brands will be displayed



Data Selection Screen: working with CharacteristicsSelecting the brands of a manufacturer (cont’)3. Press the ALL button

The Characteristic selection will appear in the Selected Items window



Data Selection Screen: working with CharacteristicsModifying the selection – select the brands of another manufacturer

1. To view the details of the selection, click on this button

b) The selected manufacturer’s brands will be displayed

2. As a result two things will happen

a) The LEVEL and MANUFACTURER will be ticked, ready to be modified



Data Selection Screen: working with CharacteristicsModifying the selection (cont’)

3. Expand the MANUFACTURER folder


4. Tick the new manufacturer and untick the previous manufacturer



Data Selection Screen: working with CharacteristicsModifying the selection (cont’)

5. Click on the ALL button and the manufacturer will be modified accordingly in the Selected Items window




Total by, Drill Paths and Auto Drill•Total By option is used only for hierarchical

characteristics total calculations

•Drill paths retrieves Total By calculations „on fly”, organizing drill levels in the order requested by user

•Auto-drill option opens automatically drill path to designated level

•Ex. For sales dept retrieve Manufacturers and Brands and for Marketing dept. Segments, then Brands

acnielsen advisorisightsinteractiveclientusertrainingv15 advanced new 131001063658 phpapp02

Documents