Download How to Build Data Mining Reports

Writing Your Own Reports in the
Data Mining Module
Advanced Level – Data Mining
APMe-12
Presented by: Sherrie Beasley
Writing Your Own Reports in the Data Mining
Module
• Introduction
– Data Mining is a multidimensional analysis toolset
• Interfaces with Microsoft Excel
• Built on the Microsoft analysis Server Platform
– Data Mining is not meant for a list of patients or their transaction data
• Too many dimensions or measures may not work (not Responding)
– Limit the number
– Insert a buffer
– Data Mining updates overnight
• The data is not available real-time
– Last update date and time is visible on the Select Cube window
– In the upper right corner when a report is open
Writing Your Own Reports in the Data Mining
Module
• Taking your reports to the next
level
Features and functionality available
on the right click menu and icons
– Formatting
– Expand/Collapse
– Grouping
– Normal numbers and Percentages
– Filtering
– Copying
Writing Your Own Reports in the Data Mining
Module
How to Build a Data Mining Report
• Go to Applications and
select Data Mining
- OR –
• Click on the Data
Mining icon
How to Build a Data Mining Report
• Click Add New button
• Select an Analysis Cube
pertaining to the kind of
report you want to build
How to Build a Data Mining Report
• Appointment Analysis: Cube containing information from patient
appointments
• Control Analysis: Cube containing information from individual controls
• Patient Analysis: Cube containing information from patient accounts
• Transaction Analysis: Cube containing information related to transaction
detail
• Visit Analysis: Cube containing information related to visits
A Data Mining Glossary will be made available to
attendees. This glossary will help users better
understand what each measure and dimension is
reporting
How to Build a Data Mining Report
• Each Analysis Cube
has its’ own Field List
• The field list consists of
Measures and
Dimensions
– Measures are
inserted into the
body of the report
• These are your
AMOUNTS /
TOTALS
– Dimensions are
inserted into Filter,
Row and/or
Column areas
• These are your
REPORT FIELDS
How to Build a Data Mining Report – Screen
Layout
Filter
Area
Row
Area
Column
Area
Field
List
How to Build a Data Mining Report – Screen
Layout
• Filter
– Entire report is passed through the filter
– Often used for a date field
• One or more dimensions can be added to the filter area
• Area may be left blank
• Row
– One or more dimensions can be added to the row area
• Column
– One or more dimensions can be added to the column area
• Deciding where to put a dimension depends upon how you wish
to format your report
How to Build a Data Mining Report – Adding Data
• To insert a Dimension or Measure into an analysis, there are 2 methods:
– 1. Highlight and select Add to Data Area
• Select report area from drop down at bottom of list
– 2. Click and drag to data area
How to Build a Data Mining Report – Reordering
Items
• Re-order the items in a dimension by clicking and holding
the left mouse button down
– A blue bracket will display
– Release the left mouse button when the bracket is where you want
the item
How to Build a Data Mining Report – Filtering Data
• After adding
dimensions to the
report you can click on
the drop down arrow
by the dimension
name and choose
(filter) the data you
want to include in the
report
Tip: to save keystrokes - Uncheck (All) and check what you want
How to Build a Data Mining Report - Removing
• To remove a dimension or measure from a report
–
–
–
–
Click the name
Hold the left mouse button
Drag to the top of the screen until you see the delete icon
Release the mouse button
• There is not an un-do button
• Re-add from the field list if needed
How to Build a Data Mining Report – Adding
Measures
•
•
Now that dimensions are selected you are ready to add the measures (data) to
your report
The measures are in the Totals area of the field list
– Drag and drop or double click the measure you want
•
You can continue to re-order the dimensions on the report after adding the
measures
How to Build a Data Mining Report
• Additional functionality
and formatting is
available
– Right click menu
– Icons
• Click in the dimension
header name (field
name) and select the
option you wish to apply
How to Build a Data Mining Report - Commands
and Options
• Commands and Options functions are used to improve
appearance or readability of reports
– Open from either the icon bar
-OR– Right click menu
How to Build a Data Mining Report - Commands
and Options
Select Field
Format Text
Add Shading
How to Build a Data Mining Report - Commands
and Options
• Add/Change Caption
• Format Font including type, size, color, back ground color
How to Build a Data Mining Report - Grouping
• Group to combine data on a column or row
– Creates a higher level grouping
– Unselected items are grouped together
– Groups can be renamed using Commands and
Options > Captions tab
How to Build a Data Mining Report - Grouping
• For example: Group Insurance Payments and Private
Payments and create Total Payments
• Group Charges and Adjustments into separate groups
• Add a caption to each group
How to Build a Data Mining Report - Expand and
Collapse
• To view all of the data on a report use the expand feature
• To show (Expand) lower level items
– Click on the field
– Click in the field name and do either of the following
• Right click > Expand Items
• Click icon
How to Build a Data Mining Report - Expand and
Collapse
• To hide data on a report use the collapse feature
• To hide (Collapse) lower level items
– Click on the field
– Click in the field name and do either of the following
• Right click > Collapse Items
• Click icon
How to Build a Data Mining Report - Show Options
• View report data as Normal numbers (counts and amounts)
• View report data as Percentages
– Percent of Row Total To display the values as a percentage of the
total value of each row.
– Percent of Column Total To display the values as a percentage of
the total value of each column.
– Percent of Parent Row Item To display the values as a percentage
of the total value of the item's parent in the row axis.
– Percent of Parent Column Item To display the values as a
percentage of the total value of the item's parent in the column axis.
– Percent of Grand Total To display the values as a percentage of the
PivotTable list's grand total value.
Note: Data cannot be displayed as normal and percentage at
the same time.
How to Build a Data Mining Report - Show Options
Aged A/R in dollars
Aged A/R in percentage
How to Build a Data Mining Report - Show Only
• Show Only the
Top
• Show Only the
Bottom
– View by numbers
or view by
percentages
How to Build a Data Mining Report - Sorting
• Sort Ascending
• Sort Descending
• To sort the data in a field based on the item labels, click the label of the field
that contains the data you want to sort on.
• To sort the data in a field based on the summary values in a column, click a
cell in the column that contains the values that you want to sort on.
• To sort the data in a field based on subtotal or grand total values, click a
subtotal or grand total value for the field that contains the data you want to
sort on.
How to Build a Data Mining Report – Saving and
Naming the Report
• Click Save in the
upper right corner of
the screen
• Name the report
• Check Private to
current user to
isolate your report
from other users
Tip: Save reports with all fields collapsed so that the
report will run efficiently next time you open it!
How to Build a Data Mining Report – Opening
Saved Reports
• Open drop down in
upper left corner and
click on report
– Reports display in order
they are saved
• Report displays as it
was last saved
– Select dates or other
appropriated field(s) to
update report data
How to Build a Data Mining Report – Applying
Changes to an Existing Report
• Saved reports can be
edited as desired
– Apply changes to
previously saved
reports
– To update the existing
report don’t change the
name of the report
– To make another
version of a report give
the report a new name
How to Build a Data Mining Report – Exporting to
Excel Using Print button
• Export the results to Excel, by clicking on the print icon
– The report will display in Excel Print Preview
• Page setup is available
– Close Print Preview display the report in Excel
How to Build a Data Mining Report – Export to
Excel
• Export the pivot tables to Excel, by clicking the export icon
(allows spreadsheet to auto update)
How to Build a Data Mining Report – Copy to Excel
• Another option is to right click and select Copy
• Open Excel and paste
How to Build a Data Mining Report – Copy to Excel
• The pivot table will not be available
• You may need to format the cells to Auto-Fit to Contents
How to Build Data Mining Reports – Export to
Excel
If you are familiar with Microsoft Excel PivotTable reports and
want to work with the data in Excel
You might notice some differences in your PivotTable list after
you export it to Excel. This is because Excel PivotTable reports
either do not support certain PivotTable list features, or they
implement some features differently. For information about
differences between PivotTable lists and Excel PivotTable
reports, see Excel Help.
How to Build a Data Mining Report – Delete Report
• Saved reports can also be deleted
– Click the delete button in the upper right hand corner of the screen
• Be Careful! An un-do button is not available
• If the report is deleted accidently you will have to re-build the report
• Security permissions for Data Mining
Writing Your Own Reports in Data Mining