Understanding Views
Analytics views help you look at results in meaningful, intuitive ways. You can add a
variety of views to results, such as charts and pivot tables that allow drilling down to
more detailed information, explanatory text, a list of filters that were used to limit the
results, and more.
When you run a new report, Xactly Analytics displays results in a table, with a title preceding
the table, by default. It does this by including a title view, which displays the
name of the saved report, and a table view, which displays the results in a basic table.
You can customize or delete these existing views for a report, add other views, and
combine and position views anywhere in the workspace.
Preparing multiple views of results can help you identify trends and relationships in
data. If you are customizing results for display on a dashboard, you can preview how
the combination and position of views will look when viewed on a dashboard.
You can then save the report with the collection of views. If the report is embedded in
a dashboard, the dashboard page can also include elements such as links to additional
reports of interest, related graphics, or news stories.
Descriptions of Xactly Analytics Views
You can use the Views pane on the Results tab to manage views that appear on your
reports. The following table describes the available views
How to…
Custom formatters allow you to format data types for display, such as showing dates
in the formats mm/yy, or yyyy mm, or yyyy-mm-dd, and so on. When combined with
SQL CASE functions, custom formatters allow you to add graphical indicators such as
stop lighting, voting bars, scorecards, and more.
Custom formatters also allow data-driven navigation to related reports and content.
Data-driven navigation using custom formatters is supported from the table and pivot
table views.
Drill Down on Results
If the administrator set up dimensional level hierarchies for the subject area, users can
drill down on data in graphs, tables and pivot tables.