Add, Print, and Export A Workbook In Plutora Analytics

Workbooks in Plutora Analytics allow users to analyze and graph data from one or more data cubes.

To create a workbook showing the list of Releases per Organization by Release Type:

  1. Go to Reporting > Plutora Analytics.
  2. Click the Data Sources tab.
  3. Click the menu (three horizontal buttons) beside the data cube you would like to use.
  4. Select New Workbook.
  5. Under Dimensions in the left-hand column, click the beside Organization to open the list of Organization fields.
  6. Drag and drop the Organization Name field into Rows.

    Sheet 1 below Rows will populate with Organization Names.
  7. Under Dimensions in the left-hand column, click the beside Release to open the list of Release fields.
  8. Drag and drop the Release Name field into Rows to the right of the Organization Name field.

    Sheet 1 below Rows will list Organization Names with their associated Release Names.

    Columns cannot be made any wider, even if the full column name cannot fit in the column width. Download the data as .csv and manipulate it in Excel if you wish to print the data with the full column width.
  9. Manage filters:
    1. Drag and drop the Organization Name field into Filters.

      The Organization Names, with checkboxes to filter them, populate on the right of the screen.
    2. Click to select or deselect checkboxes to filter whether those Organization Names appear on the sheet.
  10. Drag and drop the Release Type field into Columns.

    Sheet 1 below Rows will populate with a column for each Release Type with ABC marking the presence of data.
  11. Count the number of Releases per Release Type:
    1. From under Dimensions, drag and drop the Release Name field into Text.

      Release Name appears as a text field under the Text button.
    2. Click Release Name under the Text button and select Measure > Count Distinct.

      The ABCs will turn into numbers.
  12. Count the total number of Releases:
    1. Click Sum and select Show column grand totals.
    2. Click Sum again and select Column totals to top.

      The grand totals appear at the top of each column.
  13. Connect to another data cube:
    1. Click the add cube button.
    2. Click to select another cube, for example, Release Activities.
    3. Click Add.
      Another cube appears under Data.
    4. Click to select the new cube (if it isn’t selected already).
    5. Click the > beside the new menu to open it and show the fields from the new cube.
    6. Link the two cubes by clicking the link button beside a field.

      Now the fields from the new cube can be dragged and dropped like the fields from the old cube.

To export or print the data from the report above:

  1. Click the export button.
  2. Select one of the following data formats to export:
    1. Image:
    2. Data:
      1. Download the data as a .csv file, to be manipulated in Excel.
    3. Crosstab:
    4. PDF:
      1. Select the layout: Portrait or Landscape.
      2. Select the content: This Sheet or all of the Sheets in Workbook.
      3. Select a Paper Size.
      4. Leave scaling as Automatic.
      5. Click Generate.
      6. Click Download.

To convert the data to a graph:

  1. Click Show Me.
  2. Click to select a graph type.
    The data is turned into the selected graph with the legend on the right under the filter.

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