Table of Contents
Introduction
What's New In Prism?
Offline (PDF) Version of this Guide
Before You Start
What is Prism?
ElastiCube Server-based Architecture
ElastiCube Desktop-based Architecture
OLAP-based Architecture
For Users With a 64-bit Version Of Windows
Prism Desktop
Prism Viewer
Prism Documents (PSM)
Installation Packages
Does Prism Require an Internet Connection to Work?
A Note on Privacy and Security
Connecting To Data
Introduction
Local Data Sources and Live Data Sources
Connecting to a Microsoft SQL Server Table or View
Connecting to a Microsoft SQL Server Table or View
Supported Versions
Prerequisites
Connecting to an Oracle Table or View
Connecting to an Oracle Table or View
Supported Versions
Prerequisites
Connecting to a MySQL Table or View
Connecting to a MySQL Table or View
Supported Versions
Prerequisites
Connecting to a Microsoft Analysis Services (OLAP) Cube
Connecting to a Microsoft Analysis Services (OLAP) Cube
Supported Versions
Prerequisites
Connecting To Google Adwords Data
Creating Custom Tables In Adwords
Importing a Microsoft Excel Workbook
Importing a Microsoft Excel Workbook
Supported Versions
Prerequisites
Importing a Microsoft Access Database File
Importing a Microsoft Access Database File
Supported Versions
Prerequisites
Importing a Text (CSV) File
Importing a Google Spreadsheet
Importing Amazon Simple Storage Service (S3) Logs
Handling Import Errors
Changing Connection Properties
Adding\Removing a Data Source
Troubleshooting ElastiCube Server Connections
Managing Data Sources
What are Data Sources?
Before You Create a Data Source
The Data Sources Selection List
Creating Live Data Sources
SQL Server
Connecting to a Microsoft SQL Server Table or View
Supported Versions
Prerequisites
Oracle
Connecting to an Oracle Table or View
Supported Versions
Prerequisites
MySQL
Connecting to a MySQL Table or View
Supported Versions
Prerequisites
Analysis Services (OLAP)
Connecting to a Microsoft Analysis Services (OLAP) Cube
Supported Versions
Prerequisites
ElastiCubes
Connecting to an ElastiCube
Supported Versions
Dealing With Data Source Changes
Overview
Adding a New Dimension to an Existing Data Source
Mapping Existing Dimension to New Fields
Broken Dimensions
Creating Imported Data Sources
Microsoft Excel
Importing a Microsoft Excel Workbook
Supported Versions
Prerequisites
Text (CSV) Files
Google Spreadsheets
Amazon S3 Logs (Simple Storage Service)
Handling Import Errors
Managing Imported Data Source Content
Overview
Replacing Local Data Source Content with New Data
Appending New Content to a Data Source
Deleting Data Source Content
The Synchronization Time and Description Dimensions
ElastiCubes Explained
ElastiCubes Overview
ElastiCubes - Technical Overview
The ElastiCube Project Manager
Local and Shared ElastiCubes
Creating an ElastiCube Project
ElastiCube Project Files (*.ecube)
Tables, Fields and Relationships
Defining ElastiCube Table Elements
Relationships and Merged Fields
Adding Fields to Table Elements
HOW TO: Add Tables to an ElastiCube
Adding Tables From a Database
Adding Tables From a Microsoft Access Database
Adding Tables From an Excel Workbook
Adding Tables from a Text/CSV File
Field Function Reference
Mathematical Functions
Date/Time Functions
String/Text Functions
Conditional Functions
Miscellaneous Functions
Handling Relationship Cycles
Changing Table Source Connectivity Settings
Changing Table to Accumulate
Building and Deploying ElastiCubes
Building an ElastiCube
Scheduled Builds
ElastiCube Server
Prism ElastiCube Manager
Importing and Exporting ElastiCube Data
User Data Context
Attaching and Detaching an ElastiCube Directory
Changing the ElastiCube Data Directory
Deleting an ElastiCube
Starting and Stopping an ElastiCube
Viewing ElastiCube Size and Properties
Stopping the ElastiCube Server
Managing ElastiCube Servers
ElastiCube Performance Tips
Changing Connection Properties
Adding\Removing a Data Source
Browsing Data
Overview
Dimensions, Members and Measures
The Data Browser
Browsing the Members of a Dimension
Browsing the Measures
The Calendar, Month, Days of Week and Fiscal Weeks Dimensions
Creating Measures from a Dimension
Changing the Caption of a Dimension or Measure
Hiding a Dimension or Measure
Refreshing a Dimension
Setting the Default Measure and Default Member of Dimensions
Getting Member Captions from another Table (Descriptive Join)
Creating Prism Applications
The Environment Window
Files and Documents
Sheets
Defining the Sheet Size and Orientation
Adding Widgets
Overview
The Widgets Pane
The Widget Data Editor
Binding Widgets to Data
Adding a Pivot Table
Adding a Chart
Adding Single Value Indicators
Adding Input Selection Widgets
Adding Text Boxes, Images and Panels
Widget Interconnectivity and Global Scope
Widget Selections
Filtering the Entire Sheet and/or Specific Widgets
The Global Scope Indicator
Formatting and Layout
Themes
Colors and Fonts
Value Masks
Widget Alignment
Widget Spacing
Widget Ordering
Widget Auto-Snapping
Adding Features to an Application with Pre-Defined Functionality
Show\Hide Members in a Pivot or Chart
Show\Hide Measures in a Pivot or Chart
The Apply Scope (Background) Button
The Jump to Sheet Button
The Refresh Document, Sheets and Widgets Buttons
The Export to Excel Button
The Browse To URL Button
Refreshing Documents, Sheets and Widgets
Allowing Viewers to Synchronize With Source Data
Recovering Documents from Backup
Creating Reusable Groups and Filters
What are Groups and Filters?
Creating\Modifying a Group of Members
Creating a Filter
Creating a Filter
Filter By Criteria
Filter By Criteria
Measure Criteria
Value\Label Criteria
Attribute Criteria
Top Ranking and Bottom Ranking Filters
Top Percentile and Bottom Percentile Filters
Exclude
Intersection
Union
Creating Filters Using Question Composition
Overview
Creating a Question
Defining the Base Dimension or Filter
Applying an Additional Filter
Renaming a Filter
Saving a Filter
Creating DateTime Expressions
Editing a Filter
Deleting a Group or Filter
Creating Reusable Custom Measures and KPIs
What are Custom Measures?
The Formula Editor
Creating a New Custom Measure
Renaming a Custom Measure
Editing a Custom Measure's Formula
Deleting a Custom Measure
Formulas
Overview
Simple Arithmetics
Aggregations
Value Aggregation Functions
Measured Aggregation Functions
Counting Filter Members
Measured Values (Scoped Measures)
Measured Values (Scoped Measures)
The ALL Function
The PREV, NEXT and PARALLEL Functions
The YEAR, QUARTER, MONTH and PARENT Functions
The RANGE Function
Running To-Date Totals and Averages
Rolling Totals and Averages
Growth From Previous/Parallel Period
The Past Year, PastQuarter and PastMonth Functions
Contribution Calculations
Date Difference Functions
Advance Functions
Sharing, Distribution and Security
Sharing, Distribution and Security
Managing Contacts (Users)
Managing Contacts (Users)
Adding a New Contact
Importing Contacts From GMail
Importing Contacts From Outlook
Importing Contacts From Yahoo Mail
Importing Contacts From Hotmail
Editing a Contact
Deleting a Contact
Distributing Read-Only Dashboards
Applying User Permissions to a Dashboard
Including Database Login Credentials with a Dashboard
Including Custom Filters and Measures Repository with a Dashboard
Manage Package Users
Exporting
Exporting Dashboards to PDF
Exporting Widgets to Excel
Exporting Widgets as Image
Exporting the Data Behind a Widget
Widgets
Overview
The Pivot Table
What are Pivot Tables?
Binding Pivot Tables to Data
Sorting Fields
Filtering Fields
Applying a Filter On a Field
Filter Behavior in Pivot Tables
Formatting and Layout
Changing Colors and Fonts
Changing Field Value Format (Currency, Percent, etc)
Date/Time Formatting
Renaming Fields
Auto Width and Auto Height
Conditional Formatting and Visual Styles
Conditional Formatting and Visual Styles
Cell Highlight
Cell Value Format
Icon Sets
Data Bars, Data Circles and Data Squares
Adding Sub-totals and Grand totals
Adding a Calculated Field
Adding Quick Date/Time Formulas
Adding In-Cell Data Bars
Switching Between Rows and Columns
Creating a Chart From a Pivot Table
Data Hierarchies
Single Value Indicators (KPIs)
What are Single Value Indicators?
Binding Single Value Indicators to Data
Round Scale Indicator
Rectangular Scale Indicator
Round Numeric Indicator
Rectangular Numeric Indicator
Round Led Light Indicator
Traffic Light Indicator
Configuring Indicator Threadholds
Selectors
What are Selectors?
Binding Selectors to Data
Members Picker (Drop Down List)
Value List
Date Picker
Date Range Picker
Text Search
Input Widgets
Parameters Explained
Numeric Box
Text Box
Calendar Daily Indicator
Rich Text Box
Images
Panels
PrismFAQ
Mapping Existing Dimensions to New Fields
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Broken Dimensions are Dimensions whose fields no longer appear in the Source. Data Sources with broken Dimensions are still functional, but using these Dimensions in dashboards will yield query errors.