Self-Service wizard

When you click on any chart or analysis on the Self-Service start page, or use a widget from the content connection, the wizard is displayed.

To navigate through the wizard, select the required elements and use the Next and Back buttons to move between tabs or click the corresponding tab.

Typically, completion of the Self-Service wizard follows this process:

Data Source

Search for or select the data source from the list. The database and the cube, with a description are shown in the list. The last cube selection is shown at the top of the list and is highlighted in blue.

You can also search for a data source. Specify a phrase in the search field and click the search icon or press Enter. The results that contain the phrase in the cube name, description, or in the database alias are displayed.

Note: This list can be restricted by an Administrator.

Region

Select the Region hierarchy and provide the Region code attribute, which contains standardized identifications of countries and their subdivisions. These codes are accepted:

• ISO 3166: A standard published by the International Organization for Standardization (ISO). It defines codes for the names of countries, dependent territories, special areas of geographical interest, and their principal subdivisions, for example, provinces or states.
• FIPS 6-4: The FIPS county code is a five-digit Federal Information Processing Standard (FIPS) code (FIPS 6-4) which uniquely identifies counties and county equivalents in the United States, certain U.S. possessions, and certain freely associated states.

Note: Available only on the Colored Map chart.

Period

Select the Period hierarchy, which contains levels in one of the following time formats: YEAR (2016) or MONTH YEAR (Jan 2016, January 2016). Then on the current selection dialog box specify which of the two levels shall be used for the time slider.

Note: Available only on the Bubble over time chart.

Categories

Select the hierarchy and one or more elements that you want to display as categories.

Series

Specify the hierarchy and one or more elements that represent your data series.

Note: For comparison charts, you specify the base and the target elements.

Measure step

Select the hierarchy and specify what will be your coverage and quantity element.

Note: Only available on the Complexity analysis chart.

Filters

Here you can define filters for the selected chart. If there are multiple hierarchies available for a dimension, you can click the currently selected hierarchy and select Change Hierarchy. Your last selection is remembered.

To change selected elements to default members of each hierarchy, click Restore defaults.

Additionally, you can select which filter hierarchies are visible in your widget. By default, all hierarchies that are enabled on the Data Configuration dashboard are selected and, consequently, visible. To make a hierarchy not visible in the Filter section, clear the check box that corresponds to this hierarchy. Setting the hierarchies as visible applies only to the particular widget. It has a lower priority than enabling or disabling hierarchies using the Data Configuration dashboard.

After you define your filters, you can either skip to the Finish step, or continue to Browse Data or select Properties.

Browse Data

Optionally, adjust the data. In a similar way to the show data mode, this step shows the filters and selected data in a data table.

Properties

Optionally, modify the title and description of your widget. For some types of widgets, additional properties are listed, such as threshold for ABC and complexity analyses, or the region code attribute for the Colored Map chart.

The default title and the description are generated automatically. To update the title, click the Refresh button at the left of the widget title. By default, the description lists the filters that are selected for your widget. If you do not edit the description but change the filters, the default description is updated when you save the widget. However, if you modify the description and save your widget, your custom description is saved.