Intro to Analytics using InterSystems BI feature in InterSystems IRIS. You can find more information in the documentation

Setup

Build image

docker compose build

Run container

docker compose up -d

Overview

Pareto Chart for Product and Category

• Go to Management Portal
• Go to Analytics > USER namespace > User Portal and open Pareto Chart for Product and Category dashboard.
• Change some filters. Widgets are linked.
• Go back clicking on Home link.

Drill options

• Go to Analytics > USER namespace > User Portal and open Drill options dashboard.
• Drill-down through data.
• Go back clicking on Home link.

Date filter demo

• Go to Analytics > USER namespace > User Portal and open Date filter demo dashboard.
• Change filters and chart type.
• Click on Show detail listing button to list the actual fact tables that have been computed for a cell value.

Analyzer

• Go back to Management Portal or click on Menu > Management Portal.
• Go to Analytics > USER namespace > Analyzer
• Cube: "HoleFoods Sales"
• Drag & drop "Product" into Rows.
• Drag & drop "Region" into Columns.
• Drag & drop "Product Name" into "Product Category"
• Try some quick graphical representation.
• Include "Revenue" measure.
• Click on one cell and get the detailed listing.

Architect

• Go back to Management Portal
• Go to Analytics > USER namespace > Architect.
• Click Open > HoleFoods Sales Cube.
• Have a look at the Source Class
• Review different defined dimensions, measures and listings.
• You could re-build the whole cube if you want from here.
• In the Tools tab you can access to Analyzer tool.
• In VS Code, open the source class.
• In Explorer > SQL run a query to see the contents of the source class.

select * from HoleFoods.SalesTransaction

Add new data and synchronize

• In a WebTerminal session, add some new additional rows:

do ##class(HoleFoods.Utils).AddData(1000,1,1)

• Check in Explorer > SQL the number of rows
• Check in Analytics > Analyzer the actual number of records.
• Instead a full cube build you are going to synchronize only the new data, run:

do ##class(%DeepSee.Utils).%SynchronizeCube("HoleFoods")

• Check again in Analytics > Analyzer the number of records after the synchronization.

Creating a simple dashboard

You will create a simple MDX query (pivot table) and then use some widget in a dashboard to represent it.

Create a pivot table

• Go to Management Portal or click on Menu > Management Portal.
• Go to Analytics > USER namespace > Analyzer
• Select "HoleFoods Sales" Cube.
• Click "New"
• Drag & drop "Product Category" into Rows.
• Drag & drop "Date of Sale" into Columns.
• Drag & drop "Units Sold" into "Measures"
• Click "Save"
  • Folder: Workshop
  • Pivot Name: "UnitsSoldbyDate"
  • Category: Workshop
  • Public: true
• Go to Management Portal > Analytics > USER namespace > User Portal
• Check that your Pivot appears now on "Workshop" section
• Click on the cover, and figure out how to change the appearance using the book icon.

Create a dashboard from your pivot

• Go to Management Portal > Analytics > USER namespace > User Portal
• Click on the plus icon on the top > Add Dashboard
  • Folder: Workshop
  • Dashboard name: UnitsSold
  • Dashboard title: Units Sold over the years
  • Category: Workshop
  • Public: true
• Click on the left menu
• Widgets > Add Widget > Stacked bar chart > choose your pivot as data source
• Change the size of the widget
• Chart Settings > Colors & style > Caribbean
• Controls > Add
  • Location: Widget
  • Target: *
  • Action: Apply Filter
  • Filter: Region
• Save

Business Intelligence REST API

Try API using Postman

Have a look at the Business Intelligence REST API

• In Postman, open IRISBIRESTAPI.postman_collection.json
• Try different requests.

Community package: DSW

Check out DSW package

• Have a look at the Community Package DSW
• Go to http://localhost:52773/dsw/index.html#/USER and see it working with your own dashboard

Power BI

You can also use InterSystems IRIS Connector for Power BI.

If you have Power BI, have a look at the docs and try the sample HoleFoodsSales.pbix