Preparing Your System for Longview Analysis and Reporting and Input
Preparing Your System for Longview Analysis and Reporting and Input
Use Longview Analysis and Reporting to view and analyze Longview data in reports. Use Longview Input to submit data to the Longview database.
Before the users of the application can start to work, the System Administrator must perform a few preparation tasks in Longview Application Administrator.
Specifying settings in Lon...
Working with Longview Analysis and Reporting Files
Working with Longview Analysis and Reporting Files
In Longview Analysis and Reporting, the tasks you perform and the functionality to which you have access depend on the role you have been assigned.
Your role in the reporting process
In Longview Analysis and Reporting, you perform tasks based on a role assigned to your individual user ID or user group (if you are using V3 compatibility — ...
Working with Data Content
Working with Data Content
In the application, a Report Publisher prepares the templates that specify the content and format of the templates and reports that are accessed by other users.
In this section, you can find information on these main topics:
Specifying default settings
Specifying orientation and symbols in a template
Changing symbol content in a template or view
Expanding and coll...
Understanding your Longview database
Understanding your Longview database
Your company uses a large database containing its financial data. A Longview database consists of dimensions, hierarchies, and symbols. You can work with the application more effectively if you understand the basic concepts first.
Dimensions
The Longview database contains a wealth of information, divided into different categories. For example, some of t...
Specifying Default Settings
Specifying Default Settings
When you create a new view, certain default settings and formats are used. Depending on your role, you may be able to change these settings and formats.
Specifying general settings
When a new view is created, certain default options are used for:
the size of the view windows
the type of symbol information and data to display
You may be able to change these ...
Specifying Orientation and Symbols In A Template
Specifying Orientation and Symbols In A Template
When a new view is created, the Report Publisher must specify the orientation and symbols for each dimension in the database. The root symbol is the top hierarchy symbol that can be accessed in a particular situation.
You may be able to specify orientation and symbols.
Role
Can perform this task?
Report Publisher
Yes, to create DataVi...
Changing Symbol Content In A Template Or View
Changing Symbol Content In A Template Or View
You may from time to time, want to change the symbol selections in your templates, and DataViews.
If you are a Report Publisher, or Report Author, you can change the symbol selection for any dimensions in your templates and DataViews at any time.
Depending on your role, you may be able to perform this task.
Role
Can perform this task?
R...
Expanding And Collapsing Hierachies
Expanding And Collapsing Hierachies
You can expand and collapse hierarchies in the down and across dimensions of a template, or DataView, by clicking the plus and minus signs beside parent symbols.
However, you can also choose a menu command to expand a selected parent symbol to show every level of symbol detail within it. For example:
You can also choose a menu command to display one le...
Working With Conditions
Working With Conditions
You may be able to apply conditions to data that meet certain criteria, so that the data stands out from the rest of the data.
For example, in the following illustration, you may want to highlight all numbers less than or equal to 10,000,000, for easier identification and analysis.
Creating a condition
You may be able to apply a condition to an entire view, or to...
Adding Calculated Rows And Columns
Adding Calculated Rows And Columns
To compare data, you can create a calculated symbol. You can also use a calculated symbol to compare values from any row symbol or column symbol.
You can create a calculated row or column that compares two other rows or columns according to percentage, ratio, or variance. For example, the following illustration shows a calculated column that displays the ...
Working With Range Calculations
Working With Range Calculations
In regular calculated rows and columns, one calculation applies to the entire range of symbols within that row or column. Using range calculations, you can create calculated rows and columns in which you can define more than one calculation and apply them to different ranges of symbols within that row or column.
Understanding range calculations
You define a...
Editing Symbol Formats
Editing Symbol Formats
Depending on your role, you may be able to edit the appearance of individual symbols in a template, DataView, or view. For example, you may want to change the scaling of the symbol’s data, the number of decimals shown in the symbol’s data, or the description of the symbol itself.
For example, in the following illustration, the scaling and number of decimals for the To...
Editing Cell Formats
Editing Cell Formats
Depending on your role, you may be able to edit the format of individual cells in a template, DataView, or view. For example, you may want to change the scaling of the cell’s data, or the number of decimals shown in the cell’s data.
For example, in the following illustration, the scaling and number of decimals for the selected cell have been changed.
When you define i...
Hiding Symbols
Hiding Symbols
You may be able to hide an individual symbol if it contains data that would clutter the screen with extraneous detail but is still needed for calculations.
Role
Can perform this task?
Report Publisher
yes
Report Author
yes
Report User
no
For example, in the following illustration, you may want to hide one or more of the child symbols rolling up to Total re...
Adjusting Spacing With Blank Symbols
Adjusting Spacing With Blank Symbols
To make the data in a template, or DataView easier to read, you may want to separate certain symbols by inserting a blank row or column between them.
The following illustration shows a blank row to separate the total symbol from its child symbols.
The blank row above the Total row makes the data easier to read.
Creating a spacing row or column
To mak...
Adding Links To A Template
Adding Links To A Template
If you want, you can attach links from your Longview Analysis and Reporting templates to external systems. This link might be to any external system that can accept a URL. The system on the receiving end must be able to interpret the URL and resolve the request.
You can create two kinds of links:
Link type
Description
Cell-level
Used to provide a link to an...
Working With Report Batches
Working With Report Batches
If you have several reports to run, you can save time by creating a batch to run them together, rather than individually.
Creating report batches
If you have several reports to run, you can save time by creating a batch to run them together, rather than individually. All types of users can run report batches. However, the contents of your batches depend on your r...
Designing Reports
Designing Reports
No matter what your role in Longview Analysis and Reporting and Longview Input, you can view templates, DataViews, and input views in report format.
Understanding reports and their features
The following illustration shows a report with its main features.
A report consists of the following features:
Feature
Description
title
The title provides a brief description ...
Publishing Report Templates And Batches
Publishing Report Templates And Batches
When you are finished working on a template, you need to make it available to the people in your company. To make a template available for use, you publish it.
Publishing report templates
To make a template available to other users, you need to publish it.
Preparing to publish a report template
Do not rush to publish before a template is complete. ...
Working With Charts
Working With Charts
Using the available chart formats, you can find many different ways in which to view data in a graphical format.
Chart formats
You can view data in several types of chart formats.
Bar chart
A bar chart is a chart in which vertical bars along the horizontal axis represent the value of each symbol in the down dimension, for each symbol in the across direction.
If you wan...
Working With Reports
Working With Reports
You can use reports to view, print, and interact with the data in your system.
Understanding reporting roles
The following table outlines the three standard reporting roles:
Reporting role
Tasks
Report User
Uses the reports created by the Report Publisher to analyze data and run reports.
Report Author
Creates and formats own reports for analysis.
Report Publi...
Frequently Asked Questions
Frequently Asked Questions
Have questions about the application? You may be able to find the answers in this chapter.
FAQs on Getting started
This section contains frequently asked questions on getting started in the application.
Can I sign on to the application through the web?
Yes, if your system is configured to do so. If your system is set up to use the web, you need to know the locatio...