Incorta

Getting Started with Incorta

Agenda
● Connect to Incorta
● Incorta User vs Incorta Analyzer
● Incorta Content Structure
● Dashboard
○ Data Filter
○ Search Filter
○ Bookmark
○ Presentation Variable (TBD)
○ Drill inside a Chart
○ Drill Down to another Dashboard
○ Send as emails
○ Schedule
● Insight - Map integration
○ Drill based filter
● Incorta Analyzer
● Access to Schema
● Dashboard
○ Resize and Rearrange
○ Copy Insight
○ Control of Runtime Filter
○ Applied Filter
○ Presentation Variable Setup
○ Share Dashboard and Folder
○ Copy and Move Dashboard
● Insight
○ Grouping Attribute
○ Measure
● Formula
Connect to Incorta

You need to enter the

following information if your
organization is not using
SSO:
● Tenant Name
● User Name
● Password
Connect to Incorta First Time
Your account will only be
active after you reset the
password.

This step is required even

for those users who receive
and view the Incorta reports
via Email or connect to
Incorta via Excel interface
Incorta User

An an Incorta user, you can..

● View contents that are shared
● Search the contents
● Receive Dashboard via Emails
● Download data into Excel
Notes:
● Contents can be shared to
groups that are typically created
for roles or positions in the
enterprise
● Dashboards are organized by
Folders that can be nested
Incorta Contents

● Dashboards are placed in a folder or at

the root level
● A folder can contain other folders
● Search dashboards across folders
 Add More
Dashboards Personalize Share Insight Options

Data Filters

Bookmarks

Insights
Dashboard - Prompt
Apply a Data Filter to the dashboard:

1. Click the Data Filter icon

2. Select the Attribute
3. Select one or more values
4. Repeat for other attributes

Note:

Incorta returns results based on

whether the entered value is a valid
possible value for the given field.

Search results is not the Filter on the

dashboard data
Dashboard - Prompt - Date
Apply a Data Filter on a Date attruburte:

1. Click on the Filter icon

2. Select a Date
3. Change the operator to >, <, or
between
4. Pick a specific date or a derived date:
● Current Date
● Current (Last) Year Start
● Current (Last) Month Start
● Current Month End
● Year, Quarter, Month, Week, or
Day Ago
Dashboard - Search Filter
Use Search Filter:

1. Type any search string in Search box

2. Incorta searches across all text fields
available in the dashboard
3. Identified candidates for filters
4. Pick a value to define a data filter or
choose “Find all records containing “...”
Dashboard – Bookmark
Save the filters for future use

1. Enter the Data Filter criteria

2. Click on the Create
Bookmark icon
3. Enter a bookmark name

Use a previous saved bookmark

1. Click on the bookmark icon,

which is next to the Data
Filter icon
2. Select a bookmark
3. The data are filtered by the
previously saved filter
criteria
Dashboard - Default Bookmark

If a user has been granted to all

divisions but his or her primary
interest is one or few divisions they
are directly involved with, they can
use Default Bookmark to apply the
filters when they come to a given
Dashboard page.

Different users can have their own

default bookmarks. You do not
need to create different
dashboards for different users.
 Dashboard - Drill within a Chart

Applicable for most of visualizations, such as

From Category : Bar chart, Pie charts, map, etc.:
“Hardware”
1. Review the chart
2. When you want to see more details, click
on the element, such as a bar in a bar
chart
3. If the next level is defined for the insight,
Incorta shows the detailed data
To its Product
Lines
Dashboard - Drill Down to another Dashboard
Year/Month Level

In addition to drill within a chart, you

may also be directed to another
dashboard if the insight is defined in this
way.

When you Drill Down to another

dashboard, the context is passed to the
Month Level dashboard as prompt.

In the given example, you can go to a

transaction detail dashboard page to see
the list of all transactions for a given
date.
Dashboard - Send dashboard as emails
You can share the dashboard contents
with others in email.

You can also send the dashboard to

yourselves in email.

Notes:

● It requires an Email account

configured for Incorta as a
sender.
● Your Incorta admin has to set this
up for your instance first
Dashboard - Schedule
You can deliver the
dashboard to yourselves or
others

You can schedule the

delivery of the dashboard
to users or a group of
users.

You can also send the

dashboards to box or other
workspace if they accept
email delivery.
Incorta Analyzer

As an analyzer, you can

create contents

You can create

dashboards, folders, and
share dashboard and
folders
 • Control what all attributes to
Dashboard - Prompts show for run time filters in
Dashboard
Prompts can be optional or
mandatory

• Optional Runtime Filters can

be temporarily removed and
restored through the filter menu
to the left of the search box,
which contains all the runtime
filters for the dashboard. These
filters are restored each time the
dashboard is opened.

• Mandatory Runtime Filters

appear at the top of the screen
with other filters. The user may
change the value of a mandatory
filter but cannot remove it .
Dashboard - Applied Filter

• Applied Filters for a

dashboard are always active
and implicitly applied in any
Insight created for that
dashboard.

• Applied filters are not shown

at the top of the screen and
cannot be removed by the
user
Dashboard - Presentation Variable
• Defined in the Dashboard
• Free text or Drop down list
• Variable Name (MyVariable)
• Can be invoked in Analyzer
to define metrics as
($MyVariable)
• Pass parameter to
Visualization and take action
based on value selected
• Can also be used for filtering
data

Applied Filter Formula:

And(
SALES_B.sales.Year <= $as_of_year,
SALES_B.sales.Year + 3 >= $as_of_year
)
Dashboard - Sorting Data

• For Aggregate table, by default sort

by alphabetic order
• Specify an alternate column for
sorting.
• For example, sort states by revenue.
Dashboard - List Table
Dashboard - Pivot Table
Dashboard - Aggregated Table
Dashboard - Aggregated Table (Merge Columns)
Dashboard - Conditional Formating

• Defined at Measure Level

• Operator
• Value
• Text or Background Color