How to Use Self-Service Analytics & Reporting

To get started with self-service analytics in Kyubit BI, follow these steps that outline common analysis features and help you quickly discover the full potential of self-service analytics and start with data exploration.

Select OLAP Cube or Create an Analytic Model

First, we need a multidimensional Data Source in the application, which can be shared with other users. A multidimensional Data Source can reference an existing OLAP database (Multidimensional or Tabular), or an Analytic Model created in the Kyubit application based on SQL data or Excel/CSV files. Learn more about creating an Analytic Model based on SQL data or creating an Analytic Model based on Excel/CSV data.

Create a New Analysis

Drag-and-drop dimensions and measures to the axis placeholders on the grid to immediately get analysis results.

Drill-Down the Data

There are many ways to drill down data to the point of your interest in the Kyubit BI platform. If you add a hierarchy, members will automatically display an expand icon to drill down data to the lower level. Otherwise, you can always add multiple dimension levels on the category or series axis to have drill-down/expand options.

Slicing and Isolating

To analyze data of interest, apply slicing filters that will narrow data analysis to selected dimension members.

Sortings

Various sorting options are available on the grid or chart analysis. Values can be sorted vertically (rows) or horizontally (columns). Alphabetical sorting, sorting by measure values, and 'Member Key' sorting are available. Data could be sorted by a particular dimension level or row/column totals.

Chart Analysis

At any time during the analysis, switch from grid to chart view and vice versa. Some data is more comprehensive in the chart view, which also includes various interactive self-service analytics features. Grid and Chart view always display the same analysis values.

Report View

After the analysis is saved, it could be reopened as a grid view (with full analytic features) or a simplified Report View that is designed for end-users who expects a clear view of data without many options on the screen.

Sharing the Analysis

When saved, the analysis is by default in the user's 'My Analysis' folder. To share the analysis with other users, move the analysis to a folder with appropriate user permissions. The analysis is shared with others using the folders. If the folder with appropriate permissions does not exist, click on the 'Create folder' button to quickly create one and assign appropriate permissions. Permissions could be Windows (Active Directory) users and groups or users and groups created in the Kyubit application.

Export Analysis to Excel/PDF/CSV file

At any moment of the analysis, export current analysis values to Excel/PDF/CSV files with additional exporting options.
Export actions are available on the toolbar, 'Options' menu, grid, chart, and report view.

Subscribe to self-service analytics

All users can subscribe to receive fresh analysis values on email at the scheduled time in the future. The analysis could be delivered as an attached Excel file, PDF file, or embedded analysis values to the email message."

Visualize self-service analytics on The Dashboard

Present the created analysis as a dashboard chart/visualization. Quickly build a dashboard based on existing self-service analytics.
The dashboard can contain data visualizations from various data sources, while charts based on analyses include analytic features on the dashboard.

 Step-by-step dashboard features tutorial

Calculated Measures

Kyubit BI users can create a 'Calculated Measure' that would use a custom expression to provide a new measure available for analysis and additional insights.

Grid KPI

With many analysis values on the grid, it is not easy to quickly identify 'Success' and 'Fail' values related to some business goal. For that reason, 'Grid KPIs' could be defined that would quickly visually indicate the success status of the values in the grid cells.

Cell Formatting

Cell text and colors could be customized to visually highlight particular values. Cell formatting could be static or dependent on the current cell KPI status.

Calculation Views

'Calculation Views' feature uses grid values to present additional calculations such as 'percent of the cell compared to totals', 'running totals', 'percent of column/cell compared to particular column/cell, 'difference between a particular cell/column and other cells/columns', etc.

Publishing Analysis

Prepare the analysis to be visible by any user and/or embedded into other web applications or HTML pages. Customize visual details that will be available when published. To enter 'Publishing Analysis' details, navigate to Analysis (Grid View) > 'Report' > 'Publish'.

Drill-through

Discover details about any cell of the analysis. Drill through the cell to find the leaf-level data that the cell value consists of.

Quick Explore (OLAP/Tabular)

Quickly visualize data of the particular analysis grid cell using other dimensions to get insights without leaving the current analysis values.