B. Connecting to Microsoft Analysis Services
1. Users can connect directly to Analysis Services servers through providing standard Windows user credentials
2. Users can view and query data in any Analysis Services cube or perspective visible to them
3. All data visualized by XP3 BI Presenter is subject to user security applied on the Analysis Services server
C. Data Selection Support (XP3 Selector)
1. Users can make data selections in a consistent manner through a standard XP3 Selector
2. Users can restrict selections for any dimension included within the cube
3. Users can make data selections with the advanced selection tools
a. Members tool allows users to select individual items within a dimension
b. Hierarchy tool allows users to select individual items from the hierarchy of a dimension
c. Segmentation tool allows users to select groups of items based on attributes and automatically calculates subtotals
d. Match tool allows users to search for individual items within a dimension
e. Selection Types allow users to make individual or dynamic selections
1) Item
2) Segment
3) List
4) Children
5) All
4. Users can change data selections individually for charts, tables or data dumps
5. Users can change selections for multiple objects on a single slide
6. Users can change selections for the entire presentation using Global Slide Settings
D. Chart Creation (XP3 Chart Wizard)
1. Allows users to create Excel charts or Excel tables through a wizard-based user interface
2. Allows users to create multiple trends and supports the following trend types
a. Nominal Value
b. Nominal Change
c. Share vs Members
d. Share
e. Index
f. Share Point Change Members
g. Share Point Change
h. Index Point Change
3. Charting functionality is divided into separate wizard steps
a. Step 1 allows users to change data series and category selections
b. Step 2 allows users to create and configure a particular trend
c. Step 3 allows users to select between tables and charts and change formatting options
4. Advanced features
a. Advanced Settings dialog allows users to
1) Reconfigure options for each Wizard step separately
2) Add additional trends to a chart
b. Integration with Microsoft Excel allows users to
1) Create custom calculations in PivotTable
2) Build dynamic analysis worksheets that refresh when data is updated
3) Take advantage of Microsoft Excel functionality
5. Allows dynamic filtering (e.g., top 10, bottom 10, etc.) within the XP3 Selector on the data series or category
E. Intelligent Text
1. Users can insert intelligent text that dynamically links to data within charts or tables in the presentation to summarize key findings
2. Users can create intelligent summary slides that consist of multiple text elements linked back to the original slides
3. Users can convert standard Microsoft PowerPoint text into intelligent text
F. Global Slide Settings
1. Users can create global slide sets for each data source in the presentation
2. Users can create parameters for dimensions in each of their global sets
3. Users can link dimensions of individual charts, tables, or library slides to global slide parameters
G. Local Slide Settings
1. Users can create local selection sets for each slide in the presentation
2. Users can create parameters for dimensions in each local set
3. Users can link dimensions of individual charts, tables, or library slides to local slide parameters
4. Users can unpack the presentations and make changes to data selections
5. Users can take data offline based on user-selected criteria
H. Refreshing Presentations
1. Users can refresh individual slides with the most up-to-date data
2. Users can refresh entire presentations with the most up-to-date data
Functional Disclaimer
Change of Specifications - Interactive Edge reserves the right to make changes to any functional specifications in future software releases, including, but not limited to adding, removing or changing specific features in the application. These changes are typically made based on client requests and changes in technology. |
