The Profile Edit form is displayed when you click on the Profile area of the Analysis Topics Form.
The following are Tabs which are featured on the Profile Edit form.
This option allows you to describe the axes of the Topic. It is also where you would place the definition for any programs that a Topic may link into at the "bottom" of a drill down.
Description: Description of the profile, set blank to delete.
X-Axis title: This description appears at the very top level of the X-axis.
Y-Axis title: This description appears at the very top level of the Y-axis.
Link RG definition: Insert a report definition.
Link program: A program overlay.
When you are viewing at the bottom level of both axes and you drill further, the system can auto-load a report definition with the program as an overlay, or if the RG is blank, simply loads the program specified.
The constituent parts of both axes, the start and end of the period being viewed and the current codes being included are all passed via global variables.
Records per formal & drill: The formal files will be created (or auto-extended) to the size specified here.
The drill files are re-created from scratch each time to this size.
Directory: A non-blank entry here overrides the one entered on the topic's header.
Rebuild frequency: You can instruct the EOD to rebuild the drill-down files Daily, Weekly or Periodically.
Therefore this is the elapse between the rebuilding of the Topic.
The X-axis and Y-axis are where the fields from the raw data file are used. The required fields are placed on the two different axes hierarchically, in other words in the order that they are required to be seen in the profile.
The first raw data field on the X-axis will be X.0 in the Advanced Analysis profile.
The first raw data field on the Y-axis will be Y.0 in the Advanced Analysis profile.
The raw data field must come from the RAW DATA file that feeds that Topic, in other words the raw-data file that has the same code (2 capital characters) as the TOPIC.
Note: The total sum of bytes for a single axis must be less than 16.
Raw field: Enter a field from the raw-data file, or blank.
Lookup: Define where to find the label to describe the value of this field. It can be a Hierarchical label, a Direct label or a lookup via another file.
If LOOKUP is H then the Advanced Analysis will find its description label from a hierarchical lookup table.
If LOOKUP is D then the Advanced Analysis will find its description label from a Direct lookup table.
If LOOKUP is O, it designates that the "label" will be taken from another system file and, therefore, the following fields must be completed.
A direct label will look in the label file simply with the value of the field as the key, whereas a hierarchy label combines the value of the field with the value of all the fields above it in the hierarchy as the key.
You enter the labels used in conjunction with H and D options using the X-label and Y-label menus.
On type O lookups, the other columns describe the module, company, filename, readpath and the descriptive field name to find the label.
The following fields are completed so that the Advanced Analysis gets true description labels attached to its data. If the LOOKUP is wrong then the Advanced Analysis will have false description labels.
Module: Lookup file belongs to which module.
Company: Enter company within that module or ** for run-time company.
Filename: Enter filename within that module.
Keypath: Enter keypath to read lookup file. (The raw data field must hold that key value.)
Desc. fld: Enter field to use as a description.
Filterpath: Enter keypath to act as a filter, or 0, or Word-search
If no filter is required then use 0.
If, for example, the only field on the X-axis was ACCOUNT (for a Sales Ledger code), there are far too many accounts to show comfortably on a view, so you would filter them making the system always prompt for a particular account using a non-zero filter search path or via the Word-search technique.
Keys If the lookup is either D or H, when all the above fields have been filled in, an ellipsis button here will be enabled. On clicking this, the user is able to select from (for instance) companies, and this will fill in the label field with the company description.
LabelsFilled in automatically when the key has been selected
The Includes field for a TOPIC also comes from the raw data and is extracted using the Report Generator. The 'Includes' defines a way of refining what is shown or not when viewing an Advanced Analysis.
Inclusion field: This is the field on the raw data file that determines whether the data is included in the "view".
Clearing path: Which keypath holds the Inclusion Field & Date. From 0 for no clearing path to 9 for Key path 9.
If the Advanced Analysis is going to be cleaned (with a tick in the check box Clean next time ) then the data dictionary path with the Inclusion Field, Date and Sequence has to be included. (See Keys).
This will normally be path 2.
Code: Enter one of the possible codes from the raw data file built by the Report Generator update report.
Description: A description of the code, that is, what it means.
Default: Is this code included automatically in the initial view?
Zero: Initialisation of the Inclusion type.
A for All In this case, the formal file will be cleaned completely when the option to Process raw data is run: a Snapshot form of analysis, such as stocks or debtors.
M for Monthly The formal files would be cleaned each time the formal files are processed during a month, for example the data from the day before would be cleaned.
On the last day of a month, the data in the formal file would be cleaned and updated as normal BUT, on the first day of the new month, the Formal file would have the first of the month's data and it would also have kept the final total for the previous month.
F for Forward Initialise the date from the first date specified in the updated date field.
N for None No initialisation.
Normal accumulating analyses do not zero. In which case you would use None.
However, if you were to include orders taken but not invoiced as another inclusion type, the previous state of those in the Formal Files would need to be erased before replacing them with the current situation of orders taken. In this case, you would zero All.
If the topic was a 'snapshot' form of analysis, for example current age of stock, you would want to zero the current Month in the formal files prior to processing the raw data.
You may also find a need to erase the current month onwards on some profiles where future data may already exist. In which case you would wish to use Forward Month.
Possibilities Month, Forward months, All or None
All others: Determines whether all other values for the Inclusion field not mentioned above are to be Ignored or Bundled into the last entry, as, say, "Others".
Each profile can analyse up to four numeric fields directly from the raw data file plus two further derived fields.
Date: The date from the raw data file that determines which Timeslice the transaction falls into.
Value fields: The numeric field from the raw data file. These are given a tag of A, B, C and D.
Titles: Four characters to define meaningful titles for each field. These titles will appear as the Advanced Analysis column headings.
Note: If the title begins with a capital letter, then its value will be rounded to the default rounding factor (AA system parameters). If the title begins with a small character then the value will not be rounded.
Calculations: Using normal spreadsheet syntax, these can be derivatives of the values mentioned in the Value fields above, with their associated titles.
Rounding: How many decimal places, 0-3. Rounding is used for calculated fields only.
On exiting you will be prompted for either the Generate-AA-environment or to Exit.
If you have changed anything in the TOPIC, apart from the X-axis or Y-axis labels, then it will be necessary to Generate-AA-environment.
Tip: Click the Exit button if you are part way through a definition and do not wish to Generate due to lack of completion.
In development of an Advanced Analysis topic, it will be necessary to Generate-AA-environment before you Process Raw Data and Generate Drill-down.
BUTTONS
OK: Returns you to the Analysis Topics Form.
Cancel: Returns you to the Analysis Topics Form.
Delete: Allows you to delete the topic.
Help: Displays help on the current application using the default browser
