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Analyzing data query results

You can further investigate the results of a data query by reorienting them or drilling into them multiple times in succession. In addition, you can revert to previous reorientations and data drills.

In this chapter, you can find information on data query results analysis tasks, including the following:

Reorienting data query results

You can use the Longview Add-In for Office to reorient data query results to investigate any data discrepancies for a specified row and fixed dimension in a selected worksheet.

The first time you reorient data query results, a new data query opens in a new workbook in Microsoft Excel so that the integrity of the original workbook is maintained.

The new data query is reoriented so that data for the symbol and one level of symbols below the symbol in the selected fixed dimension displays in rows on the left side of the worksheet. The symbol that was in the Row dimension (corresponding to the data intersection that was right-clicked) displays in a fixed dimension in the Query Information section.

For more information on the Query Information section, see “Understanding data query output”.

The Worksheet dimension symbol for the worksheet selected in step 2 is the only symbol selected for the Worksheet dimension in the new data query. All other selected symbols and settings are the same as the data query that was reoriented.

If you want, you can reorient the new data query. However, in this case, a new data query does not open in a new workbook in Microsoft Excel. Instead, the new data query replaces the worksheet containing the previous data query.

For example, consider the following data query:

To investigate data values for the A41110—Net product revenue - ext symbol intersecting with the E0110T—Los Angeles Total symbol in the ENTITIES dimension, you could right-click any data intersection in the A41110 row, point to Reorient, and then click ENTITIES. A new workbook opens, containing a new data query.

In the new data query, data displays for the E0110T—Los Angeles Total symbol and one level of symbols below the E0110T—Los Angeles Total symbol (now in the Row dimension), and the A41110—Net product revenue - ext symbol displays in the Query Information section (now in a fixed dimension).

To reorient data query results:

  1. Open the workbook containing data query results that you want to reorient.
  2. Select the worksheet for the Worksheet dimension symbol that you want to investigate.
  3. Right-click any data intersection in a row for the Row dimension symbol that you want to investigate, point to Reorient, and then click DimName, where DimName is the name of the fixed dimension that you want to display data for. A new data query opens in a new workbook in Microsoft Excel.

Drilling into data query results

You can use the Longview Add-In for Office to drill into data query results to investigate data values for child symbols in the Row or Column dimensions.

The first time you drill into data query results, a new data query opens in a new workbook in Microsoft Excel so that the integrity of the original workbook is maintained.

The new data query displays data for all child symbols of the parent symbol that you selected, and the parent symbol itself.

The Worksheet dimension symbol for the worksheet selected in step 2 is the only symbol selected for the Worksheet dimension in the new data query. All other selected symbols and settings are exactly the same as the data query that was drilled into.

If you want, you can drill into parent symbols in the new data query. However, in this case, a new data query does not open in a new workbook in Microsoft Excel. Instead, the new data query replaces the worksheet containing the previous data query.

For example, consider the following data query:

To investigate data values for the A41010—Product revenue symbol, you could right click either the symbol name or the symbol description (cell A3 or B3) and select Data Drill. A new workbook opens, containing a new data query.

In the new data query, data displays for the two child symbols of A41010 (A41110— Net product revenue - ext and A41002—41002 - Product revenue - I/C) and A41010 itself in the Row dimension.

To drill into data query results:

  1. Open the workbook containing data query results that you want to drill into.
  2. Select the worksheet for the Worksheet dimension symbol that you want to investigate.
  3. Right-click the symbol name or symbol description cell for any parent symbol in the Row or Column dimensions that you want to investigate and select Data Drill.

Note: Data Drill functionality is unavailable for parent symbols whose descendants are already displayed in the data query results.

A new data query opens in a new workbook in Microsoft Excel.

 

Reverting orientation and data drill

If you reorient or drill into data query results multiple times in succession, you can use the Longview Add-In for Office to revert to previous data drills and reorientations.

  • To revert to the previous data drill or reoriented data query results, right-click any data intersection in the results, point to Go, and then click Back.
  • To revert to the data query results after your first data drill or reorientation, right-click any data intersection in the results, point to Go, and then click Home.

Analyzing LVCELL functions

You can use the Longview Add-In for Office to run a data query from an existing LVCELL function. This allows you to investigate and analyze data values for child symbols of the symbols as specified for the LVCELL function. This functionality is useful when you want to analyze data in a worksheet that contains LVCELL functions and does not contain any existing data queries.

Note: The Analyze option is available for worksheet cells containing one LVCELL function with valid syntax.

For more information on working with LVCELL functions, see “LVCELL”.

To analyze an LVCELL function:

  1. Right-click the worksheet cell containing the LVCELL function and select Analyze. The Data Query dialog opens, with the Data Options page in view.
    1. The Data Options fields are prepopulated with the following values:

      Note: For more information on the Data Options fields, see “Querying base data”.

      Field

      Value

      Show

      All Data

      As

      Formulas, Adjusted, with Cell References

      Cell Location

      A1

    2. The symbols in the Data Options page are prepopulated with the following values:

      Symbol field

      Prepopulated with...

      Spec

      Level

      Row dimension symbol

      The first symbol as specified in the LVCELL function.

      All

      1

      Column dimension symbol

      The second symbol as specified in the LVCELL function.

      All

      1

      Worksheet dimension symbol

      The third symbol as specified in the LVCELL function.

      All

      0

      Fixed dimension symbols (all other dimensions in your system)

      All symbols following the third symbol as specified in the LVCELL function.

      All

      0

  2. Make any changes to the Data Options as necessary.
  3. Click Format Options in the left pane of the Data Query dialog. The Format Options page opens, populated with the default values.

    For more information, see “Specifying format options for data queries”.

  4. Make any changes to the Format Options as necessary.
  5. Click Run Query. The data query opens in a new workbook in Microsoft Excel with your specified orientation, symbols, and formats.

Published:

Analyzing data query results

You can further investigate the results of a data query by reorienting them or drilling into them multiple times in succession. In addition, you can revert to previous reorientations and data drills.

In this chapter, you can find information on data query results analysis tasks, including the following:

Reorienting data query results

You can use the Longview Add-In for Office to reorient data query results to investigate any data discrepancies for a specified row and fixed dimension in a selected worksheet.

The first time you reorient data query results, a new data query opens in a new workbook in Microsoft Excel so that the integrity of the original workbook is maintained.

The new data query is reoriented so that data for the symbol and one level of symbols below the symbol in the selected fixed dimension displays in rows on the left side of the worksheet. The symbol that was in the Row dimension (corresponding to the data intersection that was right-clicked) displays in a fixed dimension in the Query Information section.

For more information on the Query Information section, see “Understanding data query output”.

The Worksheet dimension symbol for the worksheet selected in step 2 is the only symbol selected for the Worksheet dimension in the new data query. All other selected symbols and settings are the same as the data query that was reoriented.

If you want, you can reorient the new data query. However, in this case, a new data query does not open in a new workbook in Microsoft Excel. Instead, the new data query replaces the worksheet containing the previous data query.

For example, consider the following data query:

To investigate data values for the A41110—Net product revenue - ext symbol intersecting with the E0110T—Los Angeles Total symbol in the ENTITIES dimension, you could right-click any data intersection in the A41110 row, point to Reorient, and then click ENTITIES. A new workbook opens, containing a new data query.

In the new data query, data displays for the E0110T—Los Angeles Total symbol and one level of symbols below the E0110T—Los Angeles Total symbol (now in the Row dimension), and the A41110—Net product revenue - ext symbol displays in the Query Information section (now in a fixed dimension).

To reorient data query results:

  1. Open the workbook containing data query results that you want to reorient.
  2. Select the worksheet for the Worksheet dimension symbol that you want to investigate.
  3. Right-click any data intersection in a row for the Row dimension symbol that you want to investigate, point to Reorient, and then click DimName, where DimName is the name of the fixed dimension that you want to display data for. A new data query opens in a new workbook in Microsoft Excel.

Drilling into data query results

You can use the Longview Add-In for Office to drill into data query results to investigate data values for child symbols in the Row or Column dimensions.

The first time you drill into data query results, a new data query opens in a new workbook in Microsoft Excel so that the integrity of the original workbook is maintained.

The new data query displays data for all child symbols of the parent symbol that you selected, and the parent symbol itself.

The Worksheet dimension symbol for the worksheet selected in step 2 is the only symbol selected for the Worksheet dimension in the new data query. All other selected symbols and settings are exactly the same as the data query that was drilled into.

If you want, you can drill into parent symbols in the new data query. However, in this case, a new data query does not open in a new workbook in Microsoft Excel. Instead, the new data query replaces the worksheet containing the previous data query.

For example, consider the following data query:

To investigate data values for the A41010—Product revenue symbol, you could right click either the symbol name or the symbol description (cell A3 or B3) and select Data Drill. A new workbook opens, containing a new data query.

In the new data query, data displays for the two child symbols of A41010 (A41110— Net product revenue - ext and A41002—41002 - Product revenue - I/C) and A41010 itself in the Row dimension.

To drill into data query results:

  1. Open the workbook containing data query results that you want to drill into.
  2. Select the worksheet for the Worksheet dimension symbol that you want to investigate.
  3. Right-click the symbol name or symbol description cell for any parent symbol in the Row or Column dimensions that you want to investigate and select Data Drill.

Note: Data Drill functionality is unavailable for parent symbols whose descendants are already displayed in the data query results.

A new data query opens in a new workbook in Microsoft Excel.

 

Reverting orientation and data drill

If you reorient or drill into data query results multiple times in succession, you can use the Longview Add-In for Office to revert to previous data drills and reorientations.

  • To revert to the previous data drill or reoriented data query results, right-click any data intersection in the results, point to Go, and then click Back.
  • To revert to the data query results after your first data drill or reorientation, right-click any data intersection in the results, point to Go, and then click Home.

Analyzing LVCELL functions

You can use the Longview Add-In for Office to run a data query from an existing LVCELL function. This allows you to investigate and analyze data values for child symbols of the symbols as specified for the LVCELL function. This functionality is useful when you want to analyze data in a worksheet that contains LVCELL functions and does not contain any existing data queries.

Note: The Analyze option is available for worksheet cells containing one LVCELL function with valid syntax.

For more information on working with LVCELL functions, see “LVCELL”.

To analyze an LVCELL function:

  1. Right-click the worksheet cell containing the LVCELL function and select Analyze. The Data Query dialog opens, with the Data Options page in view.
    1. The Data Options fields are prepopulated with the following values:

      Note: For more information on the Data Options fields, see “Querying base data”.

      Field

      Value

      Show

      All Data

      As

      Formulas, Adjusted, with Cell References

      Cell Location

      A1

    2. The symbols in the Data Options page are prepopulated with the following values:

      Symbol field

      Prepopulated with...

      Spec

      Level

      Row dimension symbol

      The first symbol as specified in the LVCELL function.

      All

      1

      Column dimension symbol

      The second symbol as specified in the LVCELL function.

      All

      1

      Worksheet dimension symbol

      The third symbol as specified in the LVCELL function.

      All

      0

      Fixed dimension symbols (all other dimensions in your system)

      All symbols following the third symbol as specified in the LVCELL function.

      All

      0

  2. Make any changes to the Data Options as necessary.
  3. Click Format Options in the left pane of the Data Query dialog. The Format Options page opens, populated with the default values.

    For more information, see “Specifying format options for data queries”.

  4. Make any changes to the Format Options as necessary.
  5. Click Run Query. The data query opens in a new workbook in Microsoft Excel with your specified orientation, symbols, and formats.

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