SE Business Intelligence component name was updated to SE Analytics, to adequate the name to the new functionalities it has.
There was a change in data source registration
Data source registration, usually used to view data of other systems such as CRM, has been migrated to Administration 
File Data source (AD047)menu. Now this resource is not specific for SE Analytics and is interoperable among several components of the system, such as SE Analytics, SE Form and external attributes.
Creation/edition of analysis has been simplified
To facilitate analysis creation/edition, a new wizardhas been developed. Writing the query has become much easier now. There is support to highlight reserved words and access to SE Suite data dictionary. User can easily build the query with constants that are usually used, such as logged user, current year, beginning of the month, etc. And as the query is being written, now user can visualize on the same screen, a preview of the queryresults. Click [Preview]button and OLAP will open. User can simulate a query in the actual environment where it will be used.
New way to create/edit views
User can create views in a visual, intuitive and simple way. Form screen was replaced by OLAP, with support to drag and drop fields, change view types, apply filters, conditional formats, etc.
New OLAP
OLAP is web based now, much faster to open, intuitive and easy to be used. WYSIWYG standard has been adopted (what you see is you get). The window is composed by a toolbar on the upper part, the fields list on the left side and the view is in the center. Now it is possible to drag and drop the fields on one of the desired positions and then see the change made.
It is also possible to filter and sort values. Define a title and subtitle for the vision. Alternate vision type and use available functionalities for each type: conditional format in tables, reference lines and axes in charts.
New view types
▪Number: Considered relevant when you need to monitor a number which is very important for your business, such as total sales during the month or total open tickets. Conditional formatting is possible now. For instance, numbers can be displayed in green when they comply with the target or in red when they do not comply. |
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▪Pareto: It can be used when user needs to track significant numbers from a group of numbers, such as regions of the country with higher number of customers.
Improvement of graph views
Color palettes of predefined colors were created for graph views and those configurations of details that were not considered relevant, were deleted.
Fields format
Fields format is now intuitive and simple. The system offers now several format types, such as Number, Currency, Date, etc. Customization has become easy for user. For instance, he can edit format date and date is displayed complete, he can choose a currency symbol, apply automatic formats for numbers such as thousands, millions, billions, etc.
Visions cache
Now user can enable the option to insert data in cache vision; this is useful to avoid having users waiting for some information that takes long to be obtained and is not usually edited. To make user experience smooth and clear, every time he receives some data from the cache, the system will display the date and time when the cache was generated. It is also possible to configure the system to display the option to synchronize data. As a result, the cache will be ignored and the updated data will be returned to the screen.
New export types
Now it is possible to export vision data and all analysis data to XLS format.
Summary tab screen has been replaced
Until 1.3 version, there was a summary tab screen that could be viewed in another window. In 2.0 version, summary tab screen was added to OLAP of SE Analytics and has the same functionalities that had before. The difference is its graphical display, besides all the other functionalities of new OLAP. User can save the view, select that view to display it within the portal, make it available in the menu where it was created, export it to XLS, image, etc.
Integration with views
There is a button on main views, to explore the result of that view within OLAP of SE Analytics. User can save the view, select that view to display it within the portal, make it available in the menu where it was created, export it to XLS, image, etc.
Integration with portals
The process to view and select visions to be published in the portal became faster and more intuitive. Those users who have the corresponding permission, will be able to edit the vision directly through the portal, without needing to go to registration of SE Analytics to edit it. Additionally, after an analysis user will be able to create a vision directly through the portal or to create a copy and edit a vision that has already been created, as necessary.
