Europa Analytics 1st Steps Through the Reporting Environment SAS Web Analytics – Web Report Studio

Why are you here today Understand the philosophy Learn ! Not covered Customisation of reports Personalisation of the Portal ! Not covered Creation of new reports Analysing/Assessment of a website We do not cover the analysing of the website… - it’s difficult to change habits from one environmnet to the other

Objectives of the training At the end of this session you will be able to: Generate, Print and Export reports Modify and Save reports Search reports Customise reports Personalise your portal (make selected reports available via 1 click) We do not cover the analysing of the website…

Table of Contents Log in to the tool (ex. 1) Generate and Save reports while modifying parameters (ex.2-6) Searching reports (ex. 7) Add direct links to the Home page (ex. 8) Advanced modification of reports (ex. 9) Adding new page to your Portal and creating collection of reports (ex. 10) QA time Coffee break

Exercise 1 Log in to the tool (1/2) Log in via http://sascomp2.cc.cec.eu.int:8180/SASLogon/index.jsp?_sasapp=Information+Delivery+Portal+4.2& English – so we can see all the same then … ;-) Not so simple … ! Bookmark the link

Use LDAP credentials (alias “internet password”) Exercise 1 Log in (2/2) Use LDAP credentials (alias “internet password”)

Exercise 2 Generate a report Find the major trends for webmart “Commission 2010-2014” The logic behind: Select the report 1st and then Select the web-project (webmart) and other parameters For more info on Webmart: https://webgate.ec.europa.eu/fpfis/mwikis/ThinkTank/index.php/Webmart Use a DashBoard

Exercise 2 Generate a report Quarterly … for example

Exercise 2 Generate a report Check “Available data” Select Quarterly Dashboard in “Table of content” Select period (end month of the report – for which data is available!) Select Site (webmart) Check that the sub-site is empty Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 2 Generate a report Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 2 Generate a report Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 2 Generate a report Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 2 Generate a report Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 3 Export reports (pdf, Excel) pdf Button Print > print (read export) to pdf xls Button Export > exports to MS Excel Time to have a quick look at the other options … And now we see all the same … for sure … Let’s try them

Exercise 4 Save the modifications Save the report for later use The logic behind: The report (in SASWA) is just a query Save your customised report(s) to re-run them again and again (keeping the same parameters) Till now you did exactly the oposit … File > Save As

Exercise 4 Save the modifications Time to have a quick look at the other options … And now we see all the same … for sure …

Exercise 4 Save the modifications For later use Save to My Folder Change Name Update Description Give it a “good” and “meaningful description” So you’ll find it easier

Exercise 5 Modify (more) parameters Prepare the report for the major trends on the Barroso (Commission 2010-2014) pages The logic behind: Modify the parameters of the report Save it for late use Till now you did exactly the oposit … Refresh data & Choose Subsite

Exercise 5 Modify (more) parameters

Exercise 5 Modify (more) parameters Now save the report in “My Folder” Give it a “good” and “meaningful” name & description

Refresh data & Choose URL Exercise 6 Choose URL Prepare the report for the major trends on the Barroso News Corner (Commission 2010-2014) The logic behind: Modify the parameters of the report Narrow the selection for a specific url Save it for late use Till now you did exactly the oposit … Refresh data & Choose URL (… /commission_2010-2014/president/news/ …)

can be used in "LIKE" expressions Exercise 6 Choose URL Wildcard character can be used in "LIKE" expressions the percent sign (%) matches zero or more characters Webmart: Commission 2010-2014 Section: Barroso URL: %/news/% (for ec.europa.eu/commission_2010-2014/president/news/…) Till now you did exactly the opposite …

Exercise 7 Search for (customised) reports Re-use the customised reports The logic behind: Search for saved reports Execute them Search for a report (content type) (Search link is at the Homepage)

Exercise 8 Personalise “Home” page Make the customised reports easily available The logic behind: Add the customised reports into “My collection” at your “Home” page Use the “edit content” at My collection (portlet)

Exercise 8 Personalise “Home” page Be at the “Portal” Be at the “Home” page in your Portal Click “Edit content” button at the “Home” page Add the page Edit the content Add the portlet (container) Add reports to the portlet

Exercise 8 Personalise “Home” page Search for ‘SAS report’ (Add > Done)

Exercise 8 Personalise “Home” page Report(s) now appear(s) at your “Home” page in “My collection” (portlet) Let’s try the report(s)

Review Customisation of reports Customisation of your “Home” page Simple adaptations Customisation of your “Home” page Editing collections of reports Save (“save as” in My Folder) Refresh Data (for Reports) Edit content (Portal personalisation)

Exercise 9 Advanced customisation of reports Want to know number of the page views by month For Commission 2010-2014: Barroso ‘Page Usage Reports’ (collection) Check the Webmart Properties Collections (portlets – correspond to the groupping in the SAS WH

Exercise 9 Advanced customisation of reports

Exercise 9 Advanced customisation of reports Hide useless information (i.e. Server error column)

Exercise 9 Advanced customisation of reports Edit report for more changes at once …

Exercise 9 Advanced customisation of reports Assign data to the table

Exercise 9 Advanced customisation of reports Select all data types and move them to “Hidden” Move to “Columns” only what you want to display and save new report for later use Want to know number of the page views (per month) Select only page views

Review Refresh data - to change some parameters Hide columns - to keep only relevant Sort columns - to get right information Modify/Create report If time – add other table with TOP content - Ad graph with TOP content - ad graph to “Countries” - change the graph from “Bar” to “Pie Chart”

Exercise 10 Add new page to your Portal Add the page Edit the content Add the portlet (container of the collection of reports) Add reports to the portlet

Exercise 10 Add new page to your Portal click “Add” Add the page Edit the content Add the portlet (container) Add reports to the portlet

Exercise 10 Add new page to your Portal Now a new page was added to your Portal Add a content to it via Options > Edit Page Content Select Portlet type: Collection Portlet (and “add” then “done”) Add the page Edit the content Add the portlet (container) Add reports to the portlet

Review Personalisation of your “Portal” Customisation of reports Creating and editing pages Creating and editing collections of reports Customisation of reports Modifying tables, Modifying texts Adding new elements (tables, graphs, texts)

Product philosophy Customise reports (and save them) or create new reports (not presented) Personalise the Portal Organise content by creating collections and pages for easier access Evil is in the detail If PB – print report to PDF and send it to us Even better – save the report in “Share Folder” and send us details of this report – we can check the details – in case of correct the report (or data) and sve the report so you can use it later. Other changes (new reports, more complex modification – we will do at request … or will be covered by later trainig for those interested) Exchange among you the best practise (and let us know, so we can implement them in the case of into the system)

COMM EUROPA MANAGEMENT Questions COMM EUROPA MANAGEMENT