Skip to main content

Informer Video Training

On this page are a series of videos to help get you acquainted with Informer and its use with the Naviga system.

tip

If the video seems fuzzy, click on the gear icon in the lower right of the video and change the "Quality" to 1080.

For information on importing the Bundle examples see Importing a Bundle:

Informer Overview​

This is a good place to start if you would like a 30 minute tour of Informer.

Basic Client Report​

info

Here is a sample report from the Basic Client Report

[NAVIGA]-GEN Clients Basic Report

Understanding Multivalued Fields​

MV Fields Granularity​

Granularity, in the context of the multivalued fields, refers to the level of detail at which the multiple values within a field are related to each other. Think of it like different categories or groupings of information.

Same Granularity: Order Line detail fields. Each beginning with Month. Things likemonthStartDate, monthActualAmount, etc.

Imagine a single line ID for an advertising campaign. This order might run for several months, and for each month, there's a specific start date and a certain amount of money spent.

The "month start date," "month actual amount," "month estimated amount," and "month end date" are all at the same level of detail, which is the monthly detail level for that specific order line.

Think of it like this: If the order ran for two months, the first value in the "month start date" field corresponds directly to the first value in the "month actual amount" field (and so on for the estimated amount and end date) – these all describe the details for the first month. Similarly, the second values in each of these fields describe the details for the second month...they are "in sync" with each other on a month-by-month basis. When you normalize these in Informer, each month's set of details gets its own row in the report.

Different Granularity Amount MV Fields

You can have MV fields in your report that are at different granularities. You will need to understand and handle these appropriately.

An example is the Current Rep(s) assigned to an Campaign Line

In the video we used the example of the "current rep ID" and "current rep percentage" fields. These relate to the current rep(s) who are responsible for the entire order line, not just the details for each individual (line detail) month.

For example, if two sales reps are assigned to an order line, their IDs and their commission percentages are tied to the whole order line, regardless of how many line details exists in that order line. These values (the rep IDs and percentages) are at a different level of granularity (the order line level) compared to the monthly start dates and amounts, which are at the Line Detail level.

As the video shows, if you try to normalize the "current rep ID" along with the monthly details, it incorrectly pairs the first rep with the first month's details and the second rep with the second month's details, which is not accurate. The reps are associated with the entire order line. To handle this correctly and show each rep's involvement, you would typically use a separate normalization step.

The key takeaway is that multivalued fields with the same granularity have their multiple values directly correspond to each other within the same context (like each line detail of an order). Multivalued fields with different granularities have values that relate to the data at a different level (like the entire order line versus the line detail). Understanding this difference is crucial for correctly manipulating these fields in Informer to get the desired reporting results.

Introduction To Flow Steps​

Informer’s flow steps are powerful actions you can apply to your data after running a query and before finalizing your dataset. These steps let you transform, clean, and enhance your data, making it ready for analysis and reporting.

Powerscripts​

One of the most useful Informer flow steps is the Powerscript. Using the JavaScript programming language, you are able to manipulate and transform the data in your reports.

Powerscripting Introduction​

More JavaScript​

This video will go over some basic JavaScript functions and concepts. It is meant to allow you to get a high level view of what you can do with JavaScript. Here are some links to the concepts reviewed in the video so that you can go deeper into how they work: