Training Services

End User Training Course Printer Version

Audience

This course is designed for end users who want to use the Futrix Enterprise Business Intelligence suite in the web browser environment.

Course Description

This one-day course focuses on using Futrix via web browser software to drill into their data, create and manipulate new derived information, do comparisons, query and interrogate their standard reports.

Prerequisites

There is no prerequisite knowledge required for this course. It would be useful to be familiar with using Internet Explorer for internet browsing and using a mouse (clicking, double-clicking). You are not expected to have prior Futrix experience or SAS software knowledge.

Objectives

When you have completed this course you should be able to: 

Fundamentals

  • understand what Futrix does and what it cannot do
  • understand the basic terminology

Getting Started

  • enter and exit Futrix
  • understand the basic in-screen components of the main reporting window
  • enter into and navigate around the on-line help system
  • swap reporting types between tabular, graphical and combination reports

Producing a Report

  • understand the difference between detail level filters and aggregate level filters
  • alter the filtering criteria that describes the subset of data your report represents
  • directly define the structure of a tabular report
  • directly define the structure of a graphical report

Report Interaction

  • distinguish between the different areas within tabular and graphical reports
  • interact directly with the tabular and graphical reports
  • fine-tune the reports and interactively change:
    • the filtering of dimension values
    • the dimensions used for classification
    • the measures used
  • display summary row/ columns

Data Navigation

  • understand and use drilling
  • interactively exclude dimension values from your report
  • quickly remove filtering associated with a specific dimension from reports
  • navigate sideways through the data (i.e. not to a higher or more detailed level)
  • jump or drill from one meta-item to another

Stored Reports

  • understand stored reports
  • save personal reports
  • create and manage personal report folders
  • save and manage user group and global reports

Dashboards

  • understand the difference between split analysis streams and dashboards
  • create a dashboard
  • edit the attributes of a dashboard
  • load a report from the menu into a dashboard cell
  • drill into a single report within a dashboard

Analysis Techniques - General

  • understand and use calculated measures
  • understand and use filtered measures

Analysis Techniques - Tables

  • understand and use calculated dimension values
  • understand and use relative measures
  • understand and use cumulative measures
  • understand and use tabular sorting
  • understand and use traffic lighting

Analysis Techniques - Charts

  • understand and use sorting where it is available
  • understand and use relative chart mode

Report Customization

  • edit dimension attributes
  • edit measure attributes
  • edit meta-item attributes
  • edit report attributes

Printing and Exporting

  • print reports
  • export reports

Environment Customization

  • customize the Futrix environment to personal preferences

Advanced

  • understand and use banding dimensions
  • understand and use reach-through to detail data
  • understand the relationship between tabular reporting and graphical reporting