Acnielsen Advisorisightsinteractiveclientusertrainingv15 Advanced New 131001063658 Phpapp02

Confidential & Proprietary Copyright 2007 The Nielsen Company
ACNielsen | Advisor
Interactive i-sights
User training
[Topic of Presentation]
Course Outcomes
1. To be able to build and maintain presentations using
ACNielsen | Advisor
2. To be able to build and save ACNielsen | Advisor
reports
3. To be able to train external clients on ACNielsen |
Advisor Personal
Working with Explorer
What is Report Book Explorer?
Integrated view of the Advisor files and objects
Tree structure view to display:

Portfolios
Report Books
Reports
Analysis
ReportBook
Explorer
Advisor File Structure
File
Portfolio
ReportBook
Report
Analysis
Using Report Book Explorer
Open report books
Create new
Portfolios
Report Books
Reports
Import report books
Copy report books
Delete
Rename
Opening report books
Highlight the report book
From the File menu within Explorer select Open or
Right-click on the object and select Open

What are Sorting, Ranking and Sharing?
Sorting
arranges data based on a logical order
e.g. Ascending, Descending

NOTE: Shortcut for Sort function: right mouse
click on column and select Quick Sort (ascending / descending).

Ranking
gives the data a ranking number (i.e.. rank 1, 2, 3, etc) based on the
criteria (e.g.. Sales Value, Value Share, Growth)
What are Sorting, Ranking and Sharing?
Advisor has the option to Sort, Calculate Shares and Create
Item rankings
Sort Calculate Shares
Create Item rankings
Using Quick Sort
1. Highlight the column or row
2. Right mouse click, select
Quick Sort
3. Choose Ascending or
Descending order
Sorting using the Toolbar
2. From the toolbar click on the
Ascending or Descending button
Using Ranking
Calculations, and Rank
3. Choose to rank items High to Low
(default) or Low to High
4. Choose to calculate the rank
Before applying analysis or After
applying analysis
5. Result
Using sharing
Calculations, and Select Share
3. Check the relevant information.
4. Click OK
Using Moving Average
Step1. Right
Click on the
column you
need to have
the moving
average
Step2. Go to
Calculation
and select
Moving
Average
Step3. The below screen will
appear where you need to
select Before applying
analysis and then OK
Using Accumulate
Step 3: Right Click on
the column you need to
have your accumulation
i.e. Sales Volume
Shares
Step 4: Go to
Calculation and select
Accumulate
Step 1: You need to choose
where your accumulation
will be based on i.e. Sales
Volume Shares
Step 2: Go to the Fact
data selection and
choose once again the
fact Sales Volume Shares
and rename this fact to
Accum
Important to the client
Calculations are done on the fly within the same software
saving time.
No need for a database to perform these calc.
All functions are easy to use and can be repeated every
time we retrieve the software i.e. every time users retrieve
data the information will be
Shared to the 100%
Ranked based on Value shares
Sorted based on absolute volume
Advanced Calculations
Share to Base Start Section
What are Start sections?
Start Section is used to define the beginning and the end of a calculation
thus each start section is treated as a 100%.
Example 1 identify the leading manufacturers within the total category and then the
same for within the segments share back to each segment
Example 2 identify what are the top manufacturers for the category and then the
leading brands for each of the manufacturer shared back to each manufacturer.
Users can use several Start Sections within the same retrieval.
Users can use Start Sections along with
Sorting
Share Calculations etc
Finding the Start section buttons
Under the data selection
screen

In the data selection
toolbar.

Right click in the data
selection screen

What is Share to Base?
Share to Base is an Advisor function that automatically shares
the selection to the base.
If it is used in conjunction with Start Section i-sights users can
use Share to Base to any possible 100%.

Finding the Share to Base buttons
Under the data selection
screen

In the data selection
toolbar.

Right click in the data
selection screen

Example - Using Start sections and Share to
Base
Wish to retrieve.
who are the top manufacturers in the category
Identify the biggest brands for the manufacturer.
Both should be shared.
Manufacturers to the category
The brands to the total manufacturer
Both should be sorted biggest to smallest.

1. Create the
selection
2. Right click to
Start Section
3. Right click to
Share to base
4. Resulting
selection
Example cont
5. Result sorted
in two groups
6. Right Click
Calculation - Share
8. Result Shared and
Ranked within the same
retrieval but treated as
different sections.
Example cont
7. Select Column
and Apply Quick
Sort/Descending
Ideal for creating different basis within the same data retrieval.
Can easily create scenarios that
Share of Top Manufacturers within the category
Share of Top Manufacturers within the segments
Share of Top Brands within each
Segment
Manufacturer
Applicable to all dimensions but most useful in
Markets i.e. Creating custom MBDs for benchmarking
Products
Periods
Saves time when you wish to repeat or refresh this information.
Becoming an expert
Introduction to Builder
Introduction to Builder
The Builder is the building block to the i-sights application
whereas the Explorer is the foundation.
Within the Builder, you can create new
Expressions Analyses
Data Selections Conditions
Groups/Favorites Panels
The Builder enables you to rename, copy, modify, delete, view,
import reports from other WS+ files, and share the work across
different reports..
Finding the Builder
Under the toolbar click

The result is the builder
table
A few words!
Group/Favorite is an organized approach to combining certain data
combinations that are frequently used.

Expression is a formula that performs calculations that are not available
on the database.

Database Selections enable you to access the same templates between
users even if users name their databases with different naming
conventions.

Condition is a rule-based data mining capability allowing you to
determine a set of data rules before retrieving the information.

Analysis consists of a set of rules that is applied to retrieved data.
What is a Data Selection?
Allow users to make multiple selections from the 4
available dimensions
Can be used to populate different panels in a report
Creating a Data Selection
1. In Builder/Data Selections select
File/New
2. Select the dimension you are working on
(ex. Products) and select an appropriate
tag and name, then click OK to exit
screen
3. In the Data Selection dialog box
select your new items (ex.
products)
What is a Panel?
A window where data is displayed
One or more panels make up a report
The Table report in the
Category Scorecard report
book has 4 panels
Creating a Panel
1. In Builder/Panels select File/New 2. Select an appropriate tag and name for
the panel and click OK to exit screen
Note: Unlike other objects in the Report Book Builder,
Panels cannot be Edited/opened
What are Groups/Favorites?
Allow users to arrange commonly used selections together
Can be created on all dimensions (Markets, Products,
Facts or Periods)
Groups mostly used in the Isights templates:
Groups built
in Products
dimension
Groups built
in Markets
dimension
Creating a Group/Favourite
1. In Builder/Favourites select
File/New
2. Select the dimension you are
working on (ex. Products) and
select an appropriate tag and
name
3. In the Data Selection screen make
the selections and click OK to exit
the screen
4. The new favourite is
created at the bottom of
the existing favourites
listing
by copying an existing one
1. In Builder/Favourites select an
existing group and copy/paste it
2. Right-click on the new group and
select Properties to rename it
3. Double-click on the new group to make
the new selections and then click OK to
exit
Importance of Groups/Favorites
Faster selection during the localization process
Commonality in data selection
No need to repeat the same data selection in all report
books, since the groups are shared throughout the whole file
What is Share of Selection
Allows the user to dynamically select a different
100% for the share
Similar in function to Volume Share in Nitro

How to use Share of Selection
Step 1: Go to Builder and
create a new Data Selection
with Fact dimension and select
from Expressions one of the
following, having in mind what
you are about to use either
Value or Volume.
Step 2: Double Click on the Segment 1 Data
Selection, and select the line that will be our new
100% Product. Select Ok
Step 4: Need to go back to Data Sets and do
the necessary adjustments with our new
information created
Step 3: Right Click on Segment
1/Properties and In Settings tab select
both Prompt Only if Used and
Prompt First Time Only
Becoming an expert
Conditions
What are Conditions?
Conditions are used to place constrains on reports before
data is displayed
Two condition constrains are available Filter and
Top/Bottom (ex. Top 10)
Examples of conditions
Volume Top 10 for last MAT
Top 10 Fastest growing
Bottom 20% Vol. Share
Etc

How to use Conditions
Conditions are already developed in Ad-Hoc
Ready to be used
Step 1: Go to Builder/ Data
Selections and double click
on Products
Step 2: Click on Conditions.
All available conditions
appear
Step 3: Double click on the
condition you want to use,
and it will automatically
moves to the right where our
products are being selected
How to use Conditions
The below window will pop up asking to clarify a number.
Step 4: Insert the number that you
wish and select Ok
Note: This is how you
manage to have i.e. Top
5,10 etc Brands,
Manufacturers etc
What are Prompted Variables?
Ability to input a numeric
variable (ex. in a Top X condition)
It will work in conjunction with
Conditions
Analysis
Expressions
User Defined Items
A new Numeric Variable Data
Selection will be added, as well
as a new icon on Advisor
toolbar for Dynamic Prompts
Using Prompted Variables
1. Open the Report Book Builder/Data
Selections
2. Click on New icon
3. Select Numeric Variable type
4. Add a meaningful Tag and
Name and click OK to exit
the screen
5. A new Data Selection will be
prompted. Enter a numerical
value
6. Click OK to exit the screen
back to the Data Selection
in the Builder
9. Open an existing condition or
create a new Top/Bottom one
10. Tick Numeric Variable to
create the condition based on
the Top X selection instead of
a given number
11. Click OK to exit the
screen
12. Once the new condition is
created, the Dynamic Prompts
icon is enabled
13. Click on Dynamic Prompts
to enter a number for the
condition created
14. Click OK to run the report

Reports become more usable (easier to type a value
than search through all existing conditions to find the
appropriate one
Reduces the number of conditions and analysis to be
created
Client will get the exact information needed with no
additional time spent by the CSS to create custom
conditions/analysis
Becoming an expert
Analyses
What are Analysis Rules?

Highlight or alter the format of displayed information
Hide
Color Values and Headings

Constraints on reports for better interpretation of information

Example of some Analysis rules ...
Colours (e.g. red color negative growth, green color growth > 10%)
Hide data (e.g. NA or ERR)

Display the Previous or Next Analysis
Click once to display all analysis created
Panel Types

Excel Hot Link Excel Hot Link
MS Graph
Charts
MS Sheet
Table
Advisor table Narrative
GRAPHS TABLES TEXT
Changing Panel Types
Click on the Panel you wish to change;
Right click-Panel Type
What is Table Panel?
The Native panel of Advisor
Enhanced capabilities from version 6.2
Will replace the MSSheet panel

What are Data Sets?
Allows data retrieval and organizing in a panel
Used to combine multiple data selections in one table
What is MS Chart panel?
Graphical utility based on Office web components
100% Compatible with
MS Graph with all chart
types and formatting tools
Drill down capabilities
Interactive charting
capabilities

Formatting MSChart
MSChart Objects
Formatting MSChart
General Objects
Formatting MSChart
Chart Types
Formatting MSChart
Border/Fill
Formatting MSChart
Format
Formatting MSChart
Data Range
Formatting MSChart
Series Groups
Formatting MSChart
General for Series
Formatting MSChart
Axis Formatting
Formatting MSChart
Scale Formatting for Axis
What are dual axis charts?
Enable users to plot multiple data types on a chart with
different scales
Creating dual axis charts
1. In MSSheet display
the Periods in the Rows
and Facts in the Columns
2. Change panel type to MS Chart
panel
Note: make sure that the chart is
Column type
3. In Commands&Options go to Series
Groups, highlight the second series,
set the Operation as NEW GROUP
and click OK
4. Change the second fact series to a
line chart by clicking twice on it to
select it and then change the Type
to Line with Markers
5. Click on Series Groups, under Add
Axis select Group 2, change the
Axis position to Right and click on
the Add button
6. Result:
Saving wsp files and
report books

What are the Save options ?
File menu:
Save save the
whole WSP with the
same name, Save
as under another
name

Report Book menu
Save as saves
only current report
book as WSP, Export
to viewer saves
current report book
as WSV advantage
user can distibute
single RB inside the
company
File menu, Save As
Saves the current file with
all its Reportbook to a
new file name.
Saving a File vs. Saving a Report Book
Reportbook menu, Save As
Adds the current report
book only into a new or
existing file.
1. From the Report Book
menu select Save As
Saving a report book to another file
2. Click on Browse, enter file name to be created
or report book added to, and click on Save
3. Rename the report book
accordingly
1. From the Report Book
menu select Save As
Saving a report book to the same file
2. Do not click on Browse, just click OK to
save file
3. New report book will be saved in the same file as last report
book
Summary of what we have seen so far
Saving saving file vs. saving the report book
Saving as new creating the new copy of report book
Pack and Go delivering the templates/reports to clients
Working with Office in
Advisor
Generate Office Reports
Select File > Generate
Result : User has the option to generate
Current report
Entire report book
Selection from the report book
Important: Always save report to C:\Advisor\Output
How to generate PPT output
Action - Generates
the selected reports
as images / pictures.

Advantages No
size restriction thus
users can generate
reports as they wish
Very fast and easy
to generate.

Disadvantage
Users can not edit
the pictures.
Action Generates
selected reports as PPT
charts.

Advantage No size
restriction thus users can
generate as much as they
want very fast easy to
generate users can edit
the data in each chart.

Disadvantage Users
need to use the GRA to
format the charts.

Action - Generates selected reports as WS
Plus objects.

Advantages - Charts are replicated exactly
the same way as they appear in WS Charts
are editable directly from WS updated
automatically through WS.

Disadvantages - size limitation
How to generate PPT output
Step-by-step
1. Select File > Generate
2. Click Browse and State file name
3. Select the appropriate generation
method.
4. Finished
How to Copy / Paste to PPT
1. Select Edit > Copy
2. Select Edit > Copy Report

Using Copy Paste
Ideal
For Ad-hoc slides and requests
Advantages
Double click on any of the tables and you can access the
information in the tables.
Need to know
After copy paste results come out with the default PPT colors of the
template you are using however the GRA included will provide
better format with a single click.
Result
Same as the Generate Using Objects option shown in the Generator
slide 88.

Option 2 - Select Edit > Copy Report
What is the impact of price on my sales? - Sales vs price
TOTAL CZECH REPUBLIC - FIG-3 BIT 45g M | Period Ended AS 2004 | | Share of COUNTLINES/BAR
Source: ACNielsen Czech Republic Retail Audit Data
1. Select Edit > Copy Report
2. Paste Special > ACNielsen Object
3. Dbl Click to edit the chart
directly from WS.
PPA

Maintenance
Maintenance will update your previously exported PPT.
Step 1:Select Tools from
toolbar/ PowerPoint
Maintenance/ Run
Maintenance
Step 2: In the screen
above you choose
Add. By default is set
up to Update
Update: keeps the previously
exported PPT and updates it
with current changes
Refresh: i.e we have comments
from last PPT set up and from this
period onwards we need to remove
those
Step 3: Choose the
path of the PPT you
want to work with
Step 4: The PPT file
appears on the screen
and select Process so
as to start working
Working with Office in
Advisor
Generating Excel output
1. Select File > Generate 2. Click Browse and State file name
3. Finished
Generating Excel output
Excel output also
generates a browser
style Table of Contents
Copy / Paste to XL
1. Select the table
2. Select Edit > Copy
3. Paste the data in Excel
Summary of what we have seen so far
Office Report output overview
How to create PPT output using File Generate
How to create slide using simple Copy Paste
How to create slide using Copy Report option
How to create Excel output

Appendix 1
Hierarchical databases in Advisor I-sights
environment
Linear vs. Hierarchical
ACNielsen Advisor is the environment ready to work with
any type of databases
However linear database limits utilization of Advisor
features
Linear database can be semi-automated (ex. Item level
can be selected thru id item in long description)
100% capacity of Advisor tools can be utilised with
hierarchical (characteristics) database
Top 5 Benefits of Characteristics
Filter large databases
Automatically identify new lines
Easy maintenance of reports
Groups products by attributes eg manufacturer
Search the data by pre defined criteria

Data Selection Screen: working with
Characteristics
Selecting the brands of a manufacturer
1. Expand LEVEL
folder and
check BRAND
In the Items window all the available brands
will be displayed
2. Expand MANUFACTURER
folder and tick the chosen
manufacturer
In the Items window all the available
brands will be displayed
Characteristics
Selecting the brands of a manufacturer (cont)
3. Press the ALL button
The Characteristic selection will appear in the Selected Items window
Characteristics
Modifying the selection select the brands of another manufacturer
1. To view the details of the selection, click on this button
b) The selected
manufacturers brands will
be displayed
2. As a result two things
will happen
a) The LEVEL and
MANUFACTURER will be
ticked, ready to be
modified
Characteristics
Modifying the selection (cont)
3. Expand the
MANUFACTURER
folder
4. Tick the new manufacturer and untick the
previous manufacturer
Characteristics
Modifying the selection (cont)
5. Click on the ALL button and the manufacturer will be modified accordingly
in the Selected Items window
Total by, Drill Paths and Auto Drill
Total By option is used only for hierarchical
characteristics total calculations

Drill paths retrieves Total By calculations on fly,
organizing drill levels in the order requested by
user

Auto-drill option opens automatically drill path to
designated level

Ex. For sales dept retrieve Manufacturers and
Brands and for Marketing dept. Segments, then
Brands

Acnielsen Advisorisightsinteractiveclientusertrainingv15 Advanced New 131001063658 Phpapp02

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