Upgrade 4.x to 5.x guidelines

To get the best out of Analyze PRO 5.0 we have designed some guidelines which will take your dashboards easy up to the new version and also incorporate some of the new features. If you don't have Analyze PRO 5, get it here!

If you use a standard package with standard views (like SuperOffice Analyze) theese upgrade have been done for you, but if you have done any customization please read and follow guidelines to get the best out of the software!

Changes that must be done

Chart with dynamic series

In 4.x we had an option in the chart dialog which made it possible to enable dynamic series when using two category columns and one value column.

This option is disabled in 5.x and replaced with a new Pivot-engine which also make it possible to have more than one value column.

You must enable Pivot in the grouping dialog or in the table properties dialog on visualizations that used dynamic series:

Analyze PRO 4.2.4	Analyze PRO 5.0

	Check the "Enable Pivot". Reposition the columns. In our example we need to place the "active date" as the first row to achieve the same result as before. In this example we also change the "Active date" column to use a "Grouping period". Which means that the system will group and format the date column on the selected periode. This is a recommended approach.

	The "Render dynamic series" property has been removed.

Changes that utilise new features

Date formatting / grouping period

In older version of Analyze PRO you had to construct extra columns in the dataset to support different timeperiods - i.e. one for weeks and one for months.
This was mainly used in trend presentations. In the new version you only can, in the grouping dialog, select which formating options you want dynamically.

Supported options is:

DateTime
Hours
Days in month
Weeks
Weekdays
Months
Quarters
HalfYear
Years
Year-Quarters
Year-Months
Year-Weeks
Year-HalfYear
Notset

Example from the grouping dialog:

Empty Data Points

Empty Data Points is a new features that will fill the gap in your datasets.

In example you want to see product sales by time where each product is stacked over time (each months/weeks). If there is a period the product is not sold it will be missing in the dataset and therefore not displayed in the chart. But when you enable Empty Data Points, this will not happen.

Empty Data Points support the following parameters as source for populating missing data:

Parameter with data source
Parameter with static lists
Parameter with periods

Data source parameter

A data source parameter use a query from a datasource to populate that. That could be salestatus, business, category, etc..

If you for example want to have a dataset which should show all salestatus (Open, Sold, Lost, Stalled) still there is no sales in every sale status then you should enable the Status parameter on the column that display the statusname (example: Status(Text)).

Static list parameter

A statict list parameter is typed in manually and use the data as specified.

Periodical paramter

A periodical parameter uses the period selected from the end-user to populate EDP between the dates.

EDP on periodical parameter should be used in combination with grouping period to get it to work correctly.

Example:
If the end-user has set the grouping period to Years-Months on a column with name "saledate" and set the periodical "Sale date"-parameter to this year.

EDP will then generate a period for each 12 months in this year on the format (2013-01, 2013-02, ++++).

You can also customize the date formatting by changing the columns formating by selecting Date og Short Date.

Show in grouping

In the Analyze PRO Data Central you now have a new options called "Show in grouping".

This option make it possible to turn off columns that you don't want to expose to the end-user (i.e. various ID columns).

When this options is disabled, the column will not be displayed in the grouping dialog.

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