Business Analytics

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info.gif Please note that some help pages and screen shots for "Business Analytics" are only available in English.

Business Analytics in the Umantis application is supported using Pentaho (a third-party tool). The help content for Pentaho’s main functionalities was created from the original Pentaho Business Analytics do-cumentation. You can open the documentation in your business analytics solution via Help > Documen-tation... The following link will bring you to the publicly accessible documentation site for Pentaho: https://help.pentaho.com/Documentation/6.1/

Umantis Business Analytics

The Umantis Business Analytics solution offers a variety of ways to analyze, visualize and generate data. With just a few clicks, you can use the displayed data to investigate specific details and trends to help you in your decision-making process. You can either generate your own reports or use pre-defined Best Practice Reports. You can find sample reports in the Best Practice Re-ports/Samples. If you would like to integrate Pentaho into your Umantis solution, please get in touch with your Umantis contact.

Working with Pentaho

If Pentaho business analytics is already integrated in your Umantis solution, you will find it on the follo-wing tab:

Getting Started

After registration, Business Analytics provides three tabs to get you started:

  • Welcome
From this tab, you can launch an introductory video that will give you an initial overview of the core functions in Business Analytics.
  • Samples
In the Samples tab, you will find examples of commonly used reports.
  • Tutorials
This tab contains tutorials to help make working with Pentaho easier.

BA User Console

The BA User Console is the main area for users to create or modify reports.
In this area, the user can navigate through the sub-areas described below and perform various actions.

Please note that you should save new reports only in your own files folder:
Location: Your solution number/home/your folder

If you do not have permission to save a file in a certain folder, you will receive an error message:
The file cannot be saved. Try again or ask your system administrator for assistance.

Menu Function Description

Create

This function allows the user to create a new report or a new dashboard.

Save

This function allows the user to save their report in a selected folder in the BI area.

Save as

This function allows the user to make a copy of an existing report and save it in a selected folder in the BI area.

Open

This function allows the user to open an existing report.

The “Save” and “Save As” icons will only be displayed when the user has opened an exis-ting report or created a new one.


Sub-areas Description

Home

This is the starting page for the Business Analytics User Console, where user can take various actions such as opening an existing report, creating a new one, viewing sample reports or tutorials, etc.

Browse file

Here, the user can manage existing reports, e.g. with copy, rename and delete operations, folder ma-nagement, generating a link to the report for embedding in Iframes, etc.

Opened

This area shows the reports that the user currently has opened

Managing BA Repository

This area is used to rename or hide/unhide dimensions or measures for Cubes in supported languages.

New Analysis Report

This function allows the user to create a new report.

New Dashboard

A dashboard is collection of multiple reports. This function allows the user to select existing reports and save them under a single dashboard.

Samples

In this area, the user can use the Umantis Best Practice reports pre-defined for immediate use in busi-ness.

Tutorials

These are the standard Pentaho video tutorials for creating and managing reports.

Recents

Reports recently viewed by the user are listed in this area.

Favorites

For quick access to saved reports, the user can bookmark or mark reports as favorites. These reports are highlighted by clicking on the star icon

Report Analyzer

The Report Analyzer is the main area for creating and editing reports.
It consists of three main sections:

Left Section: All dimensions and measures are listed here. Clicking on the icon hides this area.

Middle Section: This is the layout area in which dimensions and measures used in the report are dis-played. The user can decide to place the dimensions in columns or rows as needed. Measures will be displayed in the Measures area. Finally, Report Options can also be used as needed. This area can be hidden by clicking on the icon.

Right Section: This is the report/chart area, where the report is displayed in tabular or chart form. In the Report menu bar, the user can filter by drag and drop by activating the filter area with a click on the icon. Additional functions like Export or Chart settings can be modi-fied by clicking on the icon.












User Action Description

Create and save new analytics report

To create a new analytics report, the user must click on the icon in the top menu, then select a data source from the popup window. This action will take the user to the Analyzer window. Now drag the dimensions/measures from the left column as needed and drop them on the midd-le column (Layout) under Columns/Rows/Measures. Based on the selection, the report will be crea-ted in tabular form. To use a graphical representation for the report instead, click on the dropdown menu in the top right corner and select the desired Diagram Type.

Open existing analytics report

Users can access existing saved reports in two ways:

1) Click on the icon in the menu and browse through folders.
2) Go to Browse files and then browse through folders.

Choose Table view or Chart view for reports

The table view is the default view set for every report. The user can change the report format by selecting the desired chart type e.g. Bar Chart, Pie Chart etc. from the dropdown menu.


For detailed use cases and examples, see BA Visualiza-tions for Analyzer/Chart Types.

Report management

To manage reports, users can access the Browse Files function from the main menu. Reports can be organized in folders using actions such as move, copy, delete etc.

The folder structure is standardized for all BA users:
The parent folder name is Umantis solution (Customer) number, e.g. recruitingapp-xxx.umantis.com, where “xxx” is the customer number.

  • Home > User folder (user login name): This area is private for the individual user, and the user has full access rights here (read and write).
  • Public: This folder is used to share reports with other users in the organization. The user has full access rights here as well.

In both of the above folders, the user can create new sub-folders as needed.


  • Public > Samples: This is a public folder for the organization, and contains samples of best practice reports. BA users have only read access here.


Reports deleted from the trash cannot be recovered.

Access sample reports

There are two possible ways to access sample reports:

1) Go to the home screen and select the Samples tab in the middle.
2) Go to Browse files and browse through the Public > Samples folder to locate the sample re-ports.
Link to reports: Best Practice Reports/Beispiele

Embed a BA report in a Umantis page

A Business Analytics report can easily be embedded/displayed to any user in the organization by em-bedding it in an Iframe window across the Umantis application.

To embed/display a report, proceed as follows:
1) Go to Browse files from main menu of Business Analytics.
2) Locate the BA report file by exploring the folder structure.
3) Select the report; then, under File actions, click Open in new window (after making sure that your browser allows popup windows).


4) Once the popup window opens, copy the URL from the browser’s address bar and store it for use in the Iframe.
Example URL: https://recruitingapp-XXXX.umantis.com/pentaho/api/repos/%3A5086%3Apublic%3Azwanzigc.xanalyzer/editor.
5) Modify the URL by replacing the “editor” keyword with “viewer”.
6) Go the Umantis solution page where you want to embed the report.


7) Identify the Iframe, activate CWC mode, and enter the name and URL of the report.
In Internet Explorer, the URL does not appear in popup windows, so the user has to right-click and access browser properties in order to retrieve the URL.


Export Reports

All reports can be exported in PDF, CSV & Excel workbook format.

Users can export reports from the BA user console or from a report embedded in an Iframe.
1) From the BA user console, open the report and then click on the Settings 20pxicon in the report menu bar. Then select Export and choose the desired format.
2) From the embedded Iframe report, click on Actions in the top right corner and select the desired export format.
Exported reports are not saved anywhere in the application. The user must save reports manually on their local machine.

Filter data in reports

Filters are used to restrict or limit the data that is presented in a report. An example is a filter that limits application figures in a report to the first quarter of the year.

Filters can be used both in the BA user console and in reports embedded in Iframes:
1) For the user console, just select the filter link (visible in the report window), then drag and drop the dimensions on which you wish to filter.
2) For embedded reports, click on the No filters/Filters area, then drag the dimension name to the filter area. You will be prompted to select the values needed to filter the report.
For details, see BA Report Filters.

Report options

Report options can be accessed in the BA user console only. There are two ways to access them:

a) Click on the Settings icon in the report menu bar.
b) From the 'Layout area, there is a button to access Report Options directly.

When the Report view is changed to Chart view, the Report Options button also chan-ges automatically to Chart Options.

The following functions can be used in reports:
1) Show row and column totals in the report.
2) Freeze rows and columns as desired.

Chart options

This function allows the user to configure chart labels, axis, legend etc.

For more details, see BA Chart Options.

Managing BA Schema Repository

Here the user has access to two main functions:

1) Modify measure and dimension names (caption) & description (mouseover text) in supported lan-guages.
2) Hide/unhide the dimensions and measures of a cube.
See BA Schema Editor.

BA Chart Options

The Chart Options dialog box is available if you have a visualization applied to your report. Just click on the Chart Options button in the Properties panel to bring up the chart options for that report. You can click Apply to update your report with the changes you have made up to that point, and then continue working with the Chart Options. After you are done setting options for your chart, click OK, and the report will refresh to reflect the options.

General Tab

The General tab is where you can specify background colors, fonts, or set the domain limit for the maximum number of plot values for your report.

General Tab description

Option Description

Background

Fill type specifies the background color of the chart and the fill colors that will be used.

Choose None, Solid, or Gradient from the dropdown menu.

Labels

Use the dropdown menus to choose a font for your data labels, specify the size and type for the font, and change the font color with the color picker.

Domain Limit

Max Number of Plot Values: Use this to set the maximum number of plot values used in your report.

Axis Tab

Use the Axis tab to control how the x-axis and y-axis appear on your report.

Axis Tab description

Option Description

Primary Axis

Auto Range check box: Calculates the Start and Stop value automatically. If you want to specify your own values, uncheck the box and fill in the Start and Stop fields.

Start: Use to set the starting value for the axis.
Stop: Use to set the end value for the axis.

Scale

Increase the scale for the primary axis, or leave it set to a default value of None.

Secondary Axis

Available for Scatter and Column-Line Combo charts only. Secondary Axis has the same options as Primary Axis.

Legend Tab

The Legend tab includes features that you can use to customize the look of the legend that goes along with your report.

Legend Tab description

Option Description

Show Legend

Uncheck this box to remove the legend from your report.

Position

Use the dropdown menu to place the legend at the Top, Right, Bottom, or Left of your re-port.

Background Color

Use this to change the background color of the legend. Click on the Background Color box to bring up the color picker.

Font

Use the dropdown menus to choose a font for your data labels, specify the font size and type, and change the font color of the legend.

Other Tab

Use the Other tab to tailor the look of the small charts for your report, if you have the Multi-Chart option selected. You can alter the size of negative values, or specify how you want Analyzer to show empty cells in your report.

Other Tab description

Option Description

Multi-Charts

Charts Per Row: Choose from the dropdown menu to specify how many multi-charts appear on each row.

Axis Auto Range for Charts: Use this to set the axis range for your multi-charts. You can use the sa-me range for all of the small charts, or set them independently.

Size By Measure

Treat Negative Values as: Use the dropdown menu to choose either Smallest Value or Absolu-te.

Empty Cell Treatment (Line and Area Charts Only)

Controls how empty cells appear in your Line and Area charts. Choose from Show Gap, Connect with Dotted Line, or Treat as Zero.

BA Visualizations for Analyzer/Chart Types

After you have created an analytics report, you will most likely want to make the report more visually pleasing and meaningful for your audience. Analyzer has several built-in visualizations that make it easy to present your data in a way that people can intuitively understand. We also give you many different ways to customize your visualizations.
Both the Layout and Property panels in the Analyzer workspace change dynamically based on the visualization that is currently selected. The Layout panel shows you what data is needed for the current visualization, and the Property panel lets you add or change options such as data labels, color pat-terns, or bullet styles.
The optional properties for each visualization type are listed in each section. You can use any or all of these properties for each visualization to make your report more intuitive for your audience. The Chart Options dialog gives you more ways to customize reports.

Column and Bar Charts

Column and bar charts are among the most recognizable visualizations for data. Column charts display their data vertically, while bar charts display the same data horizontally.

Column and bar charts are good for just about every kind of data; however, they tend to work best when you do not have a large number of variables to display. Drilling down into your data is easy: just double-click on a column or bar in the report.

Optional properties for Column and Bar charts

Property Description Available In

Data Labels

Use this to label the data features of your report to reflect what they represent. You can also choose no Data Labels, or specify where you want them to appear. all Column and Bar charts

Column or Line Data Labels

Use this to put data labels on your columns or lines, or both. Column/Line Combo charts

Trend Type

Shows a trend type of none or linear. If you choose linear, you can name your trend line and set its width. Column charts

Line and Area Charts

Line and area chart visualizations show data on a graph by connecting plotted points with a line. Each point represents a single value in your data. You can drill down in both chart types by double-clicking on a data point.
A line chart shows just the line connecting the dots on the graph, and works well if you have a large amount of data to analyze.


An area chart shows an aggregate of your data and helps you spot trends quickly, by showing totals and how they are moving relative to each other.

Both types of chart are good if you want to identify trends that happen over a period of time, such as for financial growth, real estate sales, or test scores.

Optional properties for Line and Area charts

Property Description Available In

Data Labels

Data Labels Use this to label the data features of your report to reflect what they represent. You can also choose no Data Labels, or specify where you want them to appear. Line and area Charts

Bullet Style

Choose the shape that you want to use for your bullets. Line charts

Line Width

Specify the width of lines in your report. Line Charts

Trend Type

Shows a trend type of none or linear. If you choose linear, you can name your trend line and set its width. Line charts

Pie and Sunburst Charts

Pie charts are representations of your data as a circle cut into slices. Each slice represents a piece of data, and the size of the slice is proportional to the data that it represents. Double-clicking on a slice lets you drill down into your data.
Pie charts are a great way to show numerical or financial data— in other words, the value of one element relative to the whole group.

Sunburst visualizations organize and display your data in a series of colored rings. Starting with the cen-ter ring, each ring going outward represents more detailed information relating to the inner ring to which it is connected. These outer rings are arranged and colored to indicate their hierarchical relationship with the inner ring. Any fields that contain empty slices can be shown as gaps in the sunburst.
You can drill down into your data by double-clicking on a data slice. The sunburst then rearranges itself to show the more detailed information.
Sunburst visualizations are particularly well-suited for numerical analysis of hierarchical data.

Optional properties for Pie and Sunburst charts

Property Description Available In

Data Labels

Use this to label the data features of your report to reflect what they represent. You can also choose no Data Labels, or specify where you want them to appear. Pie and sunburst charts

Order By

Lets you specify how to sort your data in the report. Sunburst charts

Empty Slices

Check this box to show Empty Slices as gaps in the report. Sunburst charts

Scatter Chart Visualization

Scatter charts are related to line and area charts, but show the intersection of x and y values at each data point. These values appear on the scatter chart as a series of bubbles on a graph, based on the attri-butes you used when you built your report. You can then use a measure to color-code the bubble, or use a measure to specify the size of the bubble. Drill down by double-clicking on any data point on the chart.
Scatter charts work well to show the categorical relationship between two sets of numerical measures, e.g. between a budgeted amount and the actual amount of money spent.

Optional properties for Scatter Chart visualization

Property Description Available In

Data Labels

Use this to label the data features of your report to reflect what they represent. You can also choose no Data Labels, or specify where you want them to appear. Scatter Chart visualization

Trend Type

Shows a trend type of none or linear. If you choose linear, you can name your trend line and set its width. Scatter Chart visualization

Heat Grid Visualization

Heat Grids let you visualize data to identify patterns of performance. This visualization type will color-code your results so you can view complex business analytics in an easy-to-understand way. Drill down into your data by double-clicking any square on the grid. Heat Grids are especially well-suited for compa-ring categorical data using color.

Optional properties for Heat Grid visualization

Property Description Available In

Data Labels

Use this to label the data features of your report to reflect what they represent. You can also choose no Data Labels, or specify where you want them to appear. Heat Grid visualization

Pattern

Choose from Gradient, 3 Step, or 5 Step patterns. Heat Grid visualization

Color

Choose from different combinations of colors for your report. Heat Grid visualization

Reverse Colors

Reverses the order of colors in the report. Heat Grid visualization

Bullet Style

Choose the shape that you want to use for your bullets. Heat Grid visualization

BA Report Filters

Filters are used to restrict or limit data in a report, building the report to show only the information that you want to view.
For example, a typical report shows job applications by branch office. A time filter on Quarter restricts the data so that only job applications for the selected quarter are shown.
If you add a location filter for country, the report would display data pertaining to country-specific job applications for that quarter. If you add a filter on another field to exclude a job application, the report would display data pertaining to country-specific job applications in that quarter which are also not a part of the excluded area.

BA Analytics supports two type of filters:

Normal filters

Filters are used to restrict or limit data in a report, building the report to show only the information that you want to view.

Date range filters

Date range filters allow you to show only data that meets the conditions of the filter in a report. For example, you can create filters to display data between 2010 and 2013, or all data after 2010. After you have applied your filter, the Analyzer report shows only data specified by the date ranges that you se-lected.

Create Normal Filters

Follow these steps to add a filter to your Analyzer report.

1. Login to the User Console, and click Browse Files to browse to the location of your Analyzer re-port.
2. Open the report. Click the blue plus sign next to No Filters on the toolbar near the top of the report. A workspace for filters appears at the top of the report.

3. From the Data Source pane, click and drag a field or column into the filter workspace. The Filter dialog box appears. Notice that the values associated with the field are listed in the dialog box. You can choose one of these values, or you can enable Match a specific string to filter the report on a specific string of data.
4. Select the value or values that you want from the Add Selected list and click the arrow to move it into the right pane. The value appears with a green check mark next to it in the right pane.
5. After you have selected all values that you need from the list, click OK to exit the dialog box. Your Analyzer report displays data for the chosen values only.
6. Save your report.

The Analyzer report is filtered and saved. You can click Undo or Reset to return to the previous version of the report.

Create Date Range Filters

Date range filters enable you to show only data that meets the conditions of the filter in a report. For example, you can create filters to display data between 2010 and 2013, or all data after 2010. After you have applied your filter, the Analyzer report shows only data specified by the date ranges that you se-lected.

1. Log in to the User Console, then open an existing analytics report that contains a time dimension, or choose Create New > New Analysis.
2. For a new report, select the data source that you want to use and click OK.
3. Create the report with a time dimension, such as year or quarter.
4. Click the icon to Add a Filter, then drag the time dimension that you want to filter on to the Filters board. You can also right-click on the dimension and add it as a filter.
5. Choose one of the available radio buttons to create your filter:

  • Use Choose a commonly used time period to specify a time period such as Current Quarter, Same Quarter last year, or Calendar Month. Once you have your time period specified, click OK to apply the filter. These filters are dynamic and change with the current date. The other date filters are sta-tic.

  • Select from a list lets you choose values from a list. You can use the single right or left arrows to add or remove one value at a time, or use the double right or left arrows to add or remove all values in the list. Click OK to apply the filter to your report.
  • By choosing Select a range, then clicking the Select from date picker link, you can use the date picker calendars to select beginning and ending dates for your report data. Click Apply, then OK, to apply the filter to your report.

  • Once you select a date, the data is validated to make sure that your date ranges actually contain that date. Analyzer searches for the nearest time period, up to plus or minus 30 time periods, if no date is found on the first attempt. You will not be able to save the date filter if no dates are found.

When you create a date range filter using the Between (and incl.) operator and parameterize it, as described in Add Query Parameters in Analyzer Reports, you specify one parameter name, but two pa-rameters are created. One parameter controls the start of the range, and another controls the end of the range. The start date parameter is <YourParameterName>_START, and the end date parameter is <Your-ParameterName>_END.
The Choose a commonly used time period option and the Between, After and Before filters are available only if time dimension levels are set up with the AnalyzerDateFormat annotation.

BA Schema Editor

BA Schema Editor is used for managing schemas (dimensions & measures) in different cubes.
Using the editor, users can perform two main functions:
1) Modify measure and dimension names (caption) and descriptions (mouseover help text) in supported languages (currently English and German only).
2) Hide or unhide the dimensions and measures of a cube.

User actions

Modifying a caption or description is very simple:
1. Identify/Select the cube, e.g. Application, Jobs, Applicant.
2. Select by clicking on any dimension/measure name from the dropdown menu at the left.
3. Select the language from the dropdown menu.
4. Modify the caption and/or description as desired.

Hiding the dimension/measure:
Select the value on the left side; then, on the right, just uncheck the Visible checkbox as desired.

Note:
a.) Changing the group name change will affect all dimensions linked under the same group.
b.) The user must click the Modify button in order to save their changes; changes are not saved automa-tically.
c.) Changes will be saved only for the selected user language.

BA Cubes

Cubes are divided into three core areas / entities in the Recruitingapp solution, namely Applications, Ap-plicants and Jobs.

In addition there is a LifeCycle Transition cube that hold active recruiting data for complex analysis. Active data means that it holds data for all jobs and applications that experienced a status change within the last 365 days.

Property Description

Applicants

This cube shows the dimensions, member properties and measures solely from the perspective of the Applicants in relation to the Application-related fields from Recruitingapp, e.g. Applicant Name, City etc.

Application

This cube shows the dimensions, member properties and measures solely from the perspective of the Applications in relation to the Job-related fields from Recruitingapp, e.g. Application Source, Application Status etc.

Jobs

This cube shows the dimensions, member properties and measures solely from the perspective of the Job-related fields from Recruitingapp, e.g. Job Title.

Lifecycle Transition

This cube shows the additional dimensions for ‘active’ Job & Application Status each aligned with the Status date in combination with above three Cube attributes e.g. Start Job Status, End Job Status, Start Application Status, End Application Status etc. This Cube is aligned with the Status date of Job/Application (Calendar) and not with Creation date (Calendar).

BA user can easily combine start and end status with dates to find out the duration between two statuses as needed.

For more details on field mappings, see BA Dimensions.

Jobs Cube

AM Job Fields name Dimension/Member Property English Dimension (Caption) German Dimension (Caption) Explanation

Job: Basic field descriptions

Job title

D Job title Stellentitel Job title for this job

Job ID

D Job ID Stellen-ID Contains a job ID that uniquely identifies the job (system-generated)

Job number

M Job number Stellennummer Contains Job number which can be different from Job ID

Created by

M Creator Erstellt von Person who created this job

Awarded on

M Last change date of job status Letztes Änderungsdatum des Stellenstatus System-generated Date field, based on user activity for the last assigned status of the job

Priority Marking

D Priority Marking Prioritätsmarkierung Flags whether its a priority job or not

Job status

D Job status Stellenstatus Shows job status

Current job status

D Current job status Aktueller Stellenstatus Shows current job status

Vacancy: Staffing request-related

Type of request

D Type of request Art des Besetzungsantrages Example: replacement, new job

Questions about the request

D Job requisition Fragen zum Besetzungsantrag Criteria/Reason for the new staffing request

Name of hiring manager for this job opening

M Requester Antragsteller Person who made the request

Replacement for

M Replacement for Ersatz für Person to be replaced within the company

Preferred starting date

M Preferred start date Gewünschter Eintrittstermin Date when the new person will start in the job

Approval required by

M Approver Zustimmung erforderlich von Person who will give approval

Vacancy justification

M Job justification Begründung des Besetzungsantrags Reason for this new request/job

Vacancy: Description fields

Entry level

D Entry level Einstieg als

Department

D Department Unternehmensbereich

Business language

D Business language Geschäftssprache

Form of employment

D Employment Category Beschäftigungsgrad

Employment duration

D Employment period Befristung

Salary

M Salary Gehaltsbudget Prospective salary for this job

Job user-defined 9

M Job user-defined 9 Stelle benutzerdefiniert 9 (Free Text field)

User-defined list Jobs 1

D Work location Arbeitsort This field is used generally to store the work location, but it is a user-defined list

User-defined list Jobs 2

D User-defined list jobs 2 Benutzerdefinierte Liste Stellen 2

User-defined list Jobs 3

D User-defined list jobs 3 Benutzerdefinierte Liste Stellen 3

Job user-defined list 11

D Job user-defined list 11 Stelle Benutzerdefiniert Liste 11

Job user-defined list 12

D Job user-defined list 12 Stelle Benutzerdefiniert Liste 12

Job user-defined list 13

D Job user-defined list 13 Stelle Benutzerdefiniert Liste 13

Job user-defined list 14

D Job user-defined list 14 Stelle Benutzerdefiniert Liste 14

Job user-defined list 15

D Job user-defined list 15 Stelle Benutzerdefiniert Liste 15

Job user-defined list 16

D Job user-defined list 16 Stelle Benutzerdefiniert Liste 16

Job user-defined list 17

D Job user-defined list 17 Stelle Benutzerdefiniert Liste 17

Job user-defined list 18

D Job user-defined list 18 Stelle Benutzerdefiniert Liste 18

Further information for job opening

M Additional information Zusätzliche Informationen Additional information on Job opening (Free text field)

Applicant Requirements fields: Vacancy

Field of education

M Expected degree Erforderliche Ausbildung This is an expected condition for any applicant applying for the job

Professional experience

M Expected experience Erforderliche Berufserfahrung This is an expected condition for any applicant applying for the job

Skills and languages

M Expected skills Erforderliche Fertigkeiten This is an expected condition for any applicant applying for the job

Educational qualification

D Educational qualification Ausbildungabschluss This is an expected condition for any applicant applying for the job

Stakeholders

Responsible HR contact
Deputy HR
Line Manager
Deputy Line Manager
Responsible committee member
Approver

D Stakeholder type Stakeholderart All job-related stakeholders have been bundled under a single dimension

Responsible HR contact
Deputy HR
Line Manager
Deputy Line Manager
Responsible committee member
Approver

D Stakeholder name Name Name of stakeholder/person for the above type in Job

HR
Line Manager
Committee Member
Administrator

D Stakeholder role Stakeholderrolle Standard AM roles

Job platform-related fields

Job platform

D Job boards Stellenbörsen

Job platform provider

D Job boards Stellenbörsen

Recruiter company

D Recruiter agency Personalagentur Name of recruiting agency

Recruiter name

D Recruiter Personalvermittler Recruiter's name (person)

Branch office-related fields

Branch office ID

M Branch office ID Niederlassungs-ID

Branch office name

D Branch office name Niederlassungsbezeichnung

Branch office city

D Branch office city Ort der Niederlassung

Branch office country

D Branch office country Land der Niederlassung

Application Cube

AM Application Field name Dimension/Member Property English Dimension (Caption) German Dimension (Caption) Explanation

Application: Basic fields

Application ID

D Application ID Bewerbungs-ID Unique Application ID in AM

Application creation date

M Application creation date Erstellungsdatum der Bewerbung

How did you hear about the job?

D Job referral Stellenempfehlung Source of application

Application status

D Application status Bewerbungsstatus

Application Type

D Application type Bewerbungsart Email, internet, recruiter application etc.

Application: Evaluation fields

Quality

D Quality Qualität Assessment given by HR

Evaluator

D Evaluator name Bewerter Person who specifies Rating/Overall evaluation/Quality

Evaluator type

D Evaluator type Rolle des Bewerters Evaluator role i.e. Line Manager, Committee Member etc.

Proposed next step

D Proposed next step Nächster Schritt Application next status proposed by evaluator

Rating

D Rating Gesamtbewertung Rating provided by LM, Deputy LM, Gremium, 3rd party

Unsolicited application

D Unsolicited application Initiativbewerbung Signifies in BA whether application is unsolicited or not (true/false value)

Name

D Name Name Name of person who assesses the application

Role

D Role Rolle AM role of person who assesses the application

Applicant Cube

AM Applicant Field name Dimension/Member Property English Dimension (Caption) German Dimension (Caption) Explanation

Gender

D Gender Geschlecht

Applicant ID

D Applicant ID Bewerber ID Applicant's unique ID number

Applicant Name

M Applicant Name Bewerber Name Applicant's unique ID number

Birth Date

M Birth Date Geburtsdatum Applicant birth date

Country

D Applicant country Bewerberland Country

ZIP

D Applicant zip Bewerber-PLZ ZIP/Postal code

City

D Applicant city Bewerberort City

User-defined date master data 1

M User-defined date master data 1 Benutzerdefiniert Datum-Stammdaten 1 User-defined date master data 1

User-defined date master data 2

M User-defined date master data 2 Benutzerdefinierte Datum-Stammdaten 2 User-defined date master data 2

User-defined date master data 3

M User-defined date master data 3 Benutzerdefinierte Datum-Stammdaten 3 User-defined date master data 3

User-defined date master data 4

M User-defined date master data 4 Benutzerdefinierte Datum-Stammdaten 4 User-defined date master data 4

Civil status

D Civil status Zivilstand

Commuter permit

D Commuter permit Grenzgängerbewilligung

Resident permit

D Resident permit Aufenthaltsbewilligung

Education level

D Education level Ausbildungsabschluss

Nationality

D Nationality Nationalität

How did you hear about us?

D Company referral Unternehmensempfehlung How did you hear about us? is the original field name in AM which indicates how the applicant learned about the company.

Pool

D Pool Pool Applicant pool

Applicant type

D Applicant type Bewerberart Applicant type should indicate whether this is an internal applicant (AM user) or recruiter applicant (himself) or external applicant (person outside of company).

Optional selection list applicant 1

D Optional selection list applicant 1 Optionale Auswahlliste Bewerber 1

Life-cycle transition

AM Application Field Name Dimension(D)/ Member Property(M) Englische Dimension (Caption) Deutsche Dimension (Caption) Explanation

Application Status

In BA we have introduced three different "Application Status" Dimensions below to provide user flexibi-lity to create reports as needed.

Application Status

D

Start application status

Startstatus Bewerbung

Shows all application status linked with application. When joined with End Application status user can determine the duration between two status.

Application Status

D

End application status

Endstatus Bewerbung

Shows all application status linked with application. When joined with "Start application status" user can determine the duration between two status.

Last Application Status

D

Current application status

Aktueller Bewerbungsstatus

Shows last status of the application.

Application Status Start & End date calendars

BA user has access to two calendars for Start and End Date status for "Application Status" below. With two calendars user can calculate the duration between any two status as needed. For Example. How long it takes for a Job from "New" Status to "Filled" Status. To see calculation use Measure " Time in Between start and end status of jobs". For multiple jobs the duration will be shown as Average.

Application Status(year)

D

Application status start date-Year

Bewerbungsstatus Startdatum-Jahr

Shows year of the application status. User can find out all application with same status in particular year.

Application Status(quarter)

D

Application status start date-Quarter

Bewerbungsstatus Startdatum-Quartal

Shows quarter of the application status. User can find out all application with same status in particular quarter.

Application Status(Month)

D

Application status start date-Month

Bewerbungsstatus Startdatum-Monat

Shows month of the application status. User can find out all applications with same status in particular month.

Application Status(Date)

D

Application status start date-Date

Bewerbungsstatus Startdatum-Datum

Shows date of the application status. User can find out dates of application status for applications as needed

Application Status(year)

D

Application status end date-Year

Bewerbungsstatus Enddatum-Jahr

Shows year of the application status. User can find out all applications with same status in particular year.

Application Status(quarter)

D

Application status end date-Quarter

Bewerbungsstatus Enddatum-Quartal

Shows quarter of the application status. User can find out all applications with same status in particular quarter.

Application Status(Month)

D

Application status end date-Month

Bewerbungsstatus Enddatum-Monat

Shows month of the application status. User can find out all applications with same status in particular month.

Application Status(Date)

D

Application status end date-Date

Bewerbungsstatus Enddatum-Datum

Shows date of the application status. User can find out dates of application status for applications as needed

Job Status

In BA we have introduced three different "Job Status" Dimensions below to provide user flexibility to create reports as needed.

Job Status

D

Start Job Status

Startstatus Stelle

Shows all job status linked with a job. When joined with "End Job status" user can determine the duration between two status.

Job Status

D

End Job Status

Endstatus Stelle

Shows all job status linked with a job. When joined with "Start Job Status" user can determine the durati-on between two status.

Last Job Status

D

Current Job Status

Aktueller Stellenstatus

Shows last status of the job.

Job Status Start & End date calendars

In BA we have introduced two calendars for Start and End Date status for "Job Status" below. With two calendars user can calculate the duration between any two status as needed. For Example. How long it takes for a Job from "New" Status to "Filled" Status. To see calculation use Measure " Time in Between start and end status of jobs". For multiple jobs the duration will be shown as Average.

Job Status(year)

D

Job status start-Year

Stellenstatus Startdatum-Jahr

Shows year of the job status. User can find out all jobs with same status in particular year.

Job Status(quarter)

D

Job status start-Quarter

Stellenstatus Startdatum-Quartal

Shows quarter of the job status. User can find out all jobs with same status in particular quarter.

Job Status(Month)

D

Job status start-Month

Stellenstatus Startdatum-Monat

Shows month of the job status. User can find out all jobs with same status in particular month.

Job Status(Date)

D

Job status start-Date

Stellenstatus Startdatum-Datum

Shows date of the job status. User can find out dates of job status for jobs as needed

Job Status(year)

D

Job status end-Year

Stellenstatus Enddatum-Jahr

Shows year of the job status. User can find out all jobs with same status in particular year.

Job Status(quarter)

D

Job status end-Quarter

Stellenstatus Enddatum-Quartal

Shows quarter of the job status. User can find out all jobs with same status in particular quarter.

Job Status(Month)

D

Job status end-Month

Stellenstatus Enddatum-Monat

Shows month of the job status. User can find out all jobs with same status in particular month.

Job Status(Date)

D

Job status end-Date

Stellenstatus Enddatum-Datum

Shows date of the job status. User can find out dates of job status for jobs as needed

BA-Specific Dimensions

BA-Specific Dimensions (non-AM fields) BA-Specific Dimension description

Year

Based on cube, shows year of Job creation/Application creation

Quarter

Based on cube, shows quarter of Job creation/Application creation

Month

Based on cube, shows month of Job creation/Application creation

Week

Based on cube, shows week of Job creation/Application creation

Day of year

Based on cube, shows Day of year of Job creation/Application creation

Day of week

Based on cube, shows Day of week of Job creation/Application creation

Day of month

Based on cube, shows Day of month of Job creation/Application creation

Date

Based on cube, shows date of Job creation/Application creation

Current job status

Most recent status of the job. This enables combined analysis on the current/last status of the job.

Job status range

Thresholds for status measures of jobs in days

Applicant status

Hints whether applicant is current employee of company or new candidate/applicant.

Social Networking

Hints if Applicant is registered on Linkedin or Xing networking sites

Current application status

Most recent status of the application. This enables combined analysis on the current/last status of the application.

Application status range

Thresholds for status measures of application in days

BA-Special Dimensions

Stakeholder concept

Idea to introduce the Stakeholder grouping concept in the BI Area, in order to make it easy to prepare reports for everyone affiliated with/responsible for the job in question.

Stakeholder grouping in jobs

Stakeholder name

Person name affiliated with the job

Stakeholder type

Person Type affiliated with the job in any role, e.g. HR, Deputy HR, Hiring Manager, Deputy Hiring Ma-nager, hiring committee etc.

Stakeholder branch

Branch to which the stakeholder is related

Sample use case

Filter out the gremium / HR for multiple jobs by name or type with flexibility for reporting/analytics pur-poses.

Evaluator

Name of the perosn who provides the evaluation

Rating

Assessment value provided by the Evaluator

Proposed next step

Applicant Status proposed by Evaluator for the next step

Evaluator role

Role of the Evaluator e.g. HR, Deputy HR, Hiring Manager, Deputy Hiring Manager, Third Party

Business case

Provides evaluation data for this application for various evaluators.

BA Measures

Measure Description

Applicants Cube

Number of applicants

Total number of Applicants (job candidates), irrespective of application

Number of jobs

Total number of jobs with at least 1 application

Average age of applicant

Age of applicant (as average) calculated from DOB on date of application

Applications Cube

Hired count

Number of applications with "hired" status

Hiring rate

Percentage of applications with “hired” status

Number of applications

Total number of applications, including job applications and unsolicited applications

Number of jobs

Total number of jobs with at least 1 application

Average age of applicant

Age of applicant (as average) calculated from DOB on date of application

Average time to status

Average number of days before application status changes to another status

Average time in status

Average number of days that application stays in the given status

Jobs Cube

Number of jobs

Total number of jobs, irrespective of application

Average time to status

Average number of days before job status changes to another status

Average time in status

Average number of days that job stays in the given status

Lifecycle Transition(BETA)

Average time in between status - Application

Average number of days between any two status ( Status dates) for application(s)

Average time in between status- Job

Average number of days between any two status ( Status dates) for job(s)

Average time in between status - Job/Application

Average number of days between start job status and start application status or vice versa.

BA Calculated Measures (user-defined measures/KPIs)

In Analyzer, you can work with measures in several ways to accomplish tasks, such as renaming a mea-sure, creating a calculated measure, and editing a calculated measure. When updating the details of a measure or adding a calculated measure, you are making changes to the data model from within Analy-zer. When you save these changes, they are now a part of the data source for other users to access. We call these types of changes to the data source inline modeling, since these changes are reflected im-mediately in the data source you are working with. This approach allows you to make model changes easily in Analyzer to benefit other users immediately.

Adding a Calculated Measure to the Data Source
Calculated measures are user-defined measures based on a user's customizations to base measures in the data model. By applying a formula, in this case an MDX statement, to a selected base measure, the user creates a calculated measure to use in their Analyzer report.
Since Pentaho 6.0, you can save your calculated measure to the data model while creating or editing your report in Analyzer. Previously, if you wanted to add a calculated measure to the model for others to use in their reports, you had to submit a request to IT and wait until it was available. Now you can save the calculated measure to the model from within Analyzer, so you can use that new measure without re-loading your report. In addition, after you save your report, other users can immediately benefit from your calculated measure.

When you create a calculated measure using a measure in the Available Fields list in Analyzer, it is added to the data source when you save your report. To create a calculated measure within Analyzer, create or open an existing report in Analyzer.

1. In the Available Fields list, click a measure to select it and then click the down arrow next to it.

2. From the shortcut menu which appears, select Create Calculated Measure. The New Calculated Measure dialog box appears.

Field Description

Name

The name of the measure as it displays in the model.

Format

Choose how this measure should be formatted, such as currency, general number, or percentage. Use the drop-down arrow to select a format from a system-defined list, or select the “Text” icon next to the field to enter a custom format. If you do not specify a format, the default value of the first base measure is used as the format.

Decimal

Optionally specify the number of decimal places for the results.

Formula

In the right panel, enter the formula for your calculated measure. You can type the MDX statement ma-nually, or you can use the list on the left to drag measures into the right panel. You can also use the symbol buttons below to help create your statement, or just use your keyboard to type in the expression.

Create subtotals using measure

Select this check box to use this calculated measure when adding up subtotals in your report.


3. In the Name field, enter a name for your calculated measure.
4. In the Format field, specify how you want the results of your measure to appear in your report. You can optionally specify the number of decimal places for the results. If you do not specify a format, the default value of the first base measure is used as the format.
5. In the right panel, enter the formula for your calculated measure. You can type the MDX statement manually, or you can use the list on the left to drag measures into the right panel. You can also use the symbol buttons below to help create your statement, or just use your keyboard to type in the expres-sion.
6. Select the Calculate subtotals using measure formula check box to use this calculated measure when adding up subtotals in your report.
7. Click OK to save this calculated measure. When you save your report, your calculated measure will also be saved to the data model. Once you save the report, the measure will be available for future re-ports which use this data source. Or you can click Cancel to close the dialog box without saving your changes.

BA Conditional Formatting

Conditional formatting in the Analyzer data grid means that cells’ appearance will be affected by the data they contain. The most common form of conditional formatting is stoplight reporting, where cell back-grounds are colored red, green, or yellow depending on user-defined thresholds. Analyzer offers some simple pre-defined methods of conditionally formatting numeric data. Follow the directions below to implement conditional cell formatting.

1. Right-click a measure in the grid, then select Conditional Formatting from the context menu. A sub-menu with conditional formatting types will appear.
2. Select your preferred number format from the list.
The analyzer report will refresh and apply the formatting choice you specified.

Indicator Type Description

Color scale

The background cell color will be shaded according to the value of the cell relative to the highest and lowest recorded values in that measure. There are several color progressions to choose from.

Data bar

The cell background is partially filled with a solid color proportional to the scale of the cell's value rela-tive to the highest and lowest recorded values in that measure.

Trend arrow

An upward or downward arrow is displayed to the right of the cell value depending on whether it contains a positive or negative value.

BA Member Properties

The member properties concept is used in BA for reporting purposes, e.g. to display free-text data specific to applications or jobs.
All of the most commonly used free-text fields in the Umantis application have been made available as member properties, and can be used in reports as desired. Examples include Job created by, Reques-ter etc.

Identify and Display Member Properties When a number in parentheses appears next to a dimension in a list of available fields, that dimension is associated with specific member properties. You can use those properties to constrain dimensions.

1. To review available fields, click Add more fields to the report on the report toolbar.
2. Locate a dimension in the Available fields list that includes a number in parentheses, e.g. Job ID (13), Application ID (8).
3. Locate the corresponding dimension in your report. Right-click the row or column header for that di-mension, then click Show Properties. A menu displays the member properties you can choose from.
4. Select or clear the member property you want to display in or remove from the report, then click OK.

5. Your analyzer report is filtered by your choice of member properties.
One limitation of member properties is that they cannot be filtered like dimensions can be when used in reports. For a complete list of member properties, see the BA Dimension page.

BA Business Rules

The following business rules provide users with a basic overview of access rights and visibility of data in the BA area.


Create and save new analytics report

1. All users can view the report based on reports embedded in Iframes in the view(s) they have access to (e.g. SelfServiceLine, SelfService Board etc.).
2. At present, only system administrators, adminis-trators and HR can create reports (i.e. only these groups have access to the Business Analytics user console).
3. Only system administrators and administrators can embed a report in an Iframe (i.e. only these groups are authorized to use CWC mode).

Business Rule - Data Visibility

Branch office restrictions affect which data the user can see in reports/charts; if the Branch office res-trictions flag is on for a given user, then that user can access only the data from their own branch of-fice(s). To allow a user to see all data, the Branch office restrictions flag should be set to off.

Business Rule - Reports

A user can create and save reports in their private user folder (folder with username). To share reports publicly, the reports can be moved/copied to the Public folder.

The main Public folder is used to share best practices reports with all users (who have access to the BI console).

Business Rule - Export Report

Reports can be exported from the BI Editor/reports embedded in Iframes based on access to the user.

Business Rule - Customized KPI/measures

Users with access to the BI console can create their own user-defined measures/KPI (calculated mea-sures) by using the MDX.

BA Language Support

Languages currently supported in BA user console — main Pentaho shell: German, English, French, Japanese

Languages currently supported for AM content / reports / translations of table data: All languages sup-ported in AM as per the language of the logged-in user.

Languages currently supported for BA dimensions/measures: English (default), German

BA Best Practice Reports

The following table presents examples of frequently used reports. These can also be found on the Samples tab in your Business Analytics solution. Note that these example cases are based exclusive-ly on anonymized data.


Report Settings Video
Applicants and vacancies over time with trend


  • Data Source: APPLICANTS
  • [Column-Line Combo]
  • X – Axis: Year, Month
  • Measures – Columns: Applicants, Vacancies
  • Measures – Line: Trend Applicants, Trend Vacancies
  • Trend – Measure: Period type = Year,
    Number of periods = 1
(Video - tbd)
Quality of applications for Top 15 branches



  • Data Source: APPLICANTS
  • [100% Stacked Bar & Table Format]
  • Y – Axis: Branch [Top 15 by Applicants]
  • Color Stack: Quality
  • Measures: Applicants
  • Filters: Exclude noncategorized qualities
  • Data Labels: Center
Applicants by type of application over time


  • Data Source: APPLICANTS
  • [Stacked Column]
  • X – Axis: Year, Month
  • Color Stack: Type
  • Measures: Applicants
  • Filters: Exclude noncategorized qualities
Applications by status and major sources


  • Data Source: APPLICATIONS
  • [100% Stacked Bar]
  • Y – Axis: Status
  • Color Stack: Source
  • Measures: ApplicationsInStatus
  • Filters: Exclude noncategorized status & sources
  • Numeric Filter: Top 3 sources by ApplicationsInStatus
Application status by time-to-status and thresholds
File:Applicationstatus by time-to-sta-tus and thresholds.png


  • Data Source: APPLICATIONS
  • [100% Stacked Bar]
  • Y – Axis: Status
  • Color Stack: Status time intervals
  • Measures: Time to status
  • Filters: Exclude noncategorized status
Number of applications for status new vs. hired by major sources


center|600px|link=https://de.onlinehelp.umantis.com/images/e/e2/Number_of_applications_for_status_new_vs._hired_by_major_sources.png

  • Data Source: APPLICATIONS
  • [Sunburst Multi-Chart]
  • Slices: Source
  • Size By: Total applications
  • Multi-Chart: Status
  • Filters: Status includes Hired & New application
  • Filters: exclude noncategorized sources
  • Numeric Filter: Top 7 sources by Total applications
Number of vacancies by division and form of employment over time


center|600px|link=https://de.onlinehelp.umantis.com/images/4/4b/Number_of_vacancies_by_division_and_form_of_employment_over_time.png

  • Data Source: VACANCIES
  • [100% Stacked Bar Multi-Chart]
  • Y – Axis: Year
  • Color Stack: Form of Employment
  • Measures: Total vacancies
  • Multi-Chart: Division
  • Filters: Exclude noncategorized divisions and form of employment
  • Sorting: Year, Sort Z -> A
Time-to-status for vacancies over time
File:Time-to-sta-tus for vacancies over time.png


  • Data Source: VACANCIES
  • [Heat Grid]
  • X – Axis: Year, Quarter
  • Y – Axis: Status
  • Color By: Time to status
  • Filters: Status includes: Approved, Published, In staffing, Position filled
Time-to-Position-filled by divisions of main branch
File:Time-to-Position-fil-led by divisions of main branch.png

  • Data Source: VACANCIES
  • [Table Format & Packed Circle]
  • Rows: Division
  • Columns: Branch, Status
  • Measures: Time to status, Total vacancies, % of Time to status
  • Filters: Exclude noncategorized divisions, Status = Position filled
  • Filters: Top 1 Branch by Total vacancies
Time-to-Status vacancy published vs. position filled by job platforms
File:Time-to-Sta-tus vacancy published vs. position filled by job platforms.png

  • Data Source: VACANCIES
  • [100% Stacked Bar - Multi-Chart with Thresholds]
  • Y – Axis: Job platform
  • Color Stack: Status time intervals
  • Measures: Time to status
  • Multi-Chart: Status
  • Filters: Status includes Position filled and Published
Time-to-hire by job platform

  • Data Source: VACANCIES
  • [Scatter]
  • X – Axis: Time to status
  • Y – Axis: Total vacancies
  • Points: Status
  • Color By: Job platform
  • Size By: VacanciesInStatus
  • Filters: Status includes Position filled

FAQs

info.gif The following is a list of frequently asked questions / common problems asso-ciated with Business Analytics:

S.No Topic Possible Reasoning

1.

Why do I see fewer jobs or applications in Applicant Management than in Business Analytics reports? For example, why do I see 100 applications in the Application overview when there are 125 in the BA report? In BA, nothing is deleted (no data at all). So, if users delete any jobs or applications in the main applica-tion, then the count can differ.

2.

Why do I see more jobs in the Jobs cube than in the Applications cube, e.g. 230 jobs in the Applications cube and 320 jobs in the Jobs cube? In the Applications cube, only those jobs with a minimum of 1 application is shown, whereas in the Jobs cube, all jobs are shown regardless of the number of applications.

3.

Which cube I should use to create the report? Choose the appropriate cube for the entity, i.e. Jobs, Applications or Applicants.
BA Cubes
BA Dimensions

4.

What is the difference between Reporting and Analyzer reports? The major difference is that reporting is more concerned with the current content/data for the entity, whe-reas the Analyzer is used to show statistics over a period of time.

5.

How can I embed a report in a screen (Iframe)? See the instructions at the following link: BA User Console

6.

How can I use a new field from the umantis application in the report for reporting/analytics? Please check out the Schema repository and enable the field (dimension): BA Schema Editor

7.

How can I rename or hide dimensions in a cube that my company is not using? See instructions here: BA Schema Editor

8.

Individual sorting of the selection lists from AM is not included in Business Analytics. The sequence of the displayed values in AM may be set for a single supported language. A global se-ries is desirable for numerous analyses to present the sequence of events (e.g.: depiction of the logical time sequence for the relevant status in the recruiting process). This feature is in progress and will be available in a later release.
Workaround: In Business Analytics, a click on the column head can ar-range everything in alphabetical order or reverse alphabetical order.

9.

Values are displayed for dimensions which have long since been deleted. The dimensions may display the Status value = “imported” for the job status. From the perspective of Business Analytics, this is correct, as the status did exist at an earlier time.
The dimensions may display the Status value = “imported” for the job status. From the perspective of Business Analytics, this is correct, as the status did exist at an earlier time.

BA Glossary

Item Description

Pentaho

Third party BI tool integrated in the Umantis suite. The Pentaho BA Server is a Web-based framework that leverages elements of Pentaho Analysis and Pentaho Reporting to provide easy-to-use tools for creation and sharing of reports and dashboards.

Business Analytics (BA) User Console

The BA User Console is part of the Pentaho tool for creating and modifying reports.

Schema

A schema is a collection of cubes and virtual cubes. It can also contain shared dimensions (for use by those cubes), named sets, roles, and declarations of user-defined functions.

Cube

A cube is a collection of dimensions and measures, all centered on a fact table. In the context of Uman-tis AM, there are cubes defined for areas i.e. Application, Applicant & Vacancy.

Dimension

Dimensions are linked one-to-one with the Application Management fields. For example, the Branch Office field is linked with the Job Title dimension in BI. Most fields with selection lists are created as dimensions so that users can filter the data effectively.

Member Property

Member properties are subcategories/attributes of dimensions. With member properties, user cannot filter the data. Free-text fields in the Umantis application are mostly created as member properties.

Measures

A measure is an aggregated numeric value. It is typically a sum of selected numbers in a column, or a count of the number of items in a list. The datatype of this measure can be String, Numeric, Integer, Boo-lean, Date, Time or Timestamp. The default datatype of a measure is Integer if the measure's aggregator is Count; otherwise it is Numeric. In the Umantis context, Number of Applicants and Number of Jobs are formulated as measures.

Charts

Visualization/ Graphic converted from the tabular form of a report. Every report can be converted to a chart of the desired type, e.g. pie chart, histogram etc.

Reports

Analyzer Reports is an intuitive analytical visualization tool that filters and drills down into business in-formation contained in Pentaho Analysis data sources. Use Analyzer Reports if you want to compile data quickly in an interactive environment, perform advanced sorting and filtering of your data, and want to see chart visualizations that include conditional stop-lighting. It is important that these reports consist of a combination of dimension(s) plus measure(s); otherwise, the data shown in report will not be correctly formulated.

Slowly Changing Dimension(SCD)

• Type I: Changes in the source system result in a corresponding change in the target dimension. For example, if a Job Title is changed from “Scrum Master” to “Scrum Master Developer", then it will be updated in BA as well. (We do not retain the old value in such cases, e.g. “Scrum Master”.)

• Type II: Changes in the source system result in inserting timestamped versions of dimension rows multiple times in the target dimension. This allows you to quickly find any version of the dimension rows at any given point. For example, if the Job Status has changed from “Approved” to “Filled”, both the Job Status values are retained/stored in the BA area. Note that in order for a dimension to qualify as Type II, a time-stamp is required every time a value is added or changed.

Analysis Report

Analyzer has an easy to use, web-based, drag-and-drop design environment that can be used by anyone who wants to dynamically explore data and drill down to discover previously hidden details. You do not need any special expertise to use Analyzer. You can display Analyzer reports in a dashboard in the User Console.

Data Source

Actual source of the data, separated into different cubes with relationships among them. Currently sup-ported data sources (cubes) are Applicants, Application & Jobs.

Dashboard

Pentaho Analyzer offers many ways to visually display data. These graphics are called visualizations, and include maps, charts, and grids. After creating the reports, users have the option to create dash-boards that use multiple reports.

Authorization

Access privileges defined for the user based on their role and other conditions in the Umantis solution. For BI-related authorization, see link.

MDX

Used to create the calculated measures.