The easiest way to analyze your iMIS business performance is to use the predefined iMIS Analytics Briefing Book designed for the ProClarity Professional viewer. The Analytics Briefing Book gives you instant access to many useful views into your iMIS data.
If the predefined Analytics Briefing Book does not provide iMIS business performance data that you would like to examine, you can also use ProClarity Professional to view the iMIS cube directly, drilling down into any dimension you choose. See Viewing the iMIS cube for ad-hoc analysis.
Note: You must use the ProClarity Professional viewer for this procedure because the supplied Analytics Briefing Book is designed for use with it. If you are using a different OLAP viewer, see your viewer's documentation for information on how to create a set of predefined views into the Analytics cubes. Go to Microsoft to download ProClarity Professional.
Before you begin
■ Analytics must be properly installed and configured, and the Analytics data warehouse and analysis database must be populated with data from the iMIS database. See Analytics implementation for more information.
■ ProClarity Professional must be installed on your computer.
■ The Analytics Briefing Book must have been installed on your computer. See Installing the Analytics Briefing Book on client computers for more information.
Scenario
In the following sample procedure, you are reviewing annual membership dues counts for your organization. The default Analytics Briefing Book view for Membership Dues Counts shows the total annual count of dues and activity fees for active members of your entire organization, but you are interested in comparing this information against the annual growth rate for chapters. You use the Setup Panel feature in ProClarity Desktop Professional to change the rows of the Membership Dues Counts view to display trend lines for both chapter membership counts and annual dues and activity fees.
To analyze iMIS business performance with the Analytics Briefing Book
Note: See your ProClarity Professional documentation for more information.
1. In ProClarity Desktop Professional, open the Analytics Briefing Book (iMIS Analytics.bbk).
2. In the Briefing Book area, expand the Membership folder and open the Membership Dues Counts view.
The view area displays a line chart and associated table that shows the annual number of dues and activity fee payments made by active members across the entire organization.
3. From the main menu, choose View > Setup Panel.
The Setup Panel appears.
4. In the Rows list, right-click Group Type - Children of Dues and choose Select Items.
The Select Items tab appears, with the Children of Dues item of the Group Type hierarchy selected.
5. Multi-select the Chapters level and the Dues level (hold Ctrl while clicking each level in the list), ensuring that you first deselect the Children of Dues item.
The Select Items tab now shows that only Chapters and Dues are selected.
6. From the main menu, choose View > Apply Now.
The view displays your query results, using a line chart that compares the annual number of dues and activity fee payments to the annual number of members in all chapters.