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Conga Support

Creating a BI Analysis

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You need the BI Tool permission to create an analysis of the data stored in Conga Contracts. You can then save the analysis in the Visual Gallery where it is available for use in authoring an Analytics Report and/or a Dashboard. An analysis is typically created by selecting two or more data sets, which are joined to produce a single data set using individual fields from program screens. The fields selected in each data set are displayed in a table that is populated with the data stored in Conga Contracts. You can add a chart to the analysis to effectively display the relationship between key fields or communicate trends in your stored data.  You can also create a cross-tabulation table that allows data for three related fields to be displayed and analyzed. 

An analysis of the contract events scheduled in 2018 and 2019 is shown below.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, click Icon BI Analysis.gif, located in the upper left of the screen.

3.  In the (Untitled) Analysis screen, select the data sets to be analyzed:

  • Select Event in the first Select Data list to include all events in the analysis.
    • When the data fields display, clear the check boxes for the fields that do not need to be analyzed, such as the Reminder Text and Notification Text fields.
  • Select Event - Contract in the second Select Data list to filter by contracts with events.
    • Clear the All check box to clear all the fields, and then click the Contract Number check box to identify the Contract Profile where the event is stored. Click the following check boxes to add supporting contract data: Agreement Type, Contract Type, Contract Value, Effective Date, and Current Expiration Date.
  • Select Contract - Company in the third Select Data list to include company information for each contract with an event.
    • Clear the All check box to clear all the fields, and then click the Company Name check box since this is the only field in the Company Profile screen needed to identify a contract that has an event. 

4.  Click Icon BIOK.png.

5.  When the Table section displays, review the data that meets the criteria.

  • Use the navigation icons to view multi-page results.

To collapse the Select data for analysis section, click the Data toggle link directly above the section.  To collapse the Table section of the screen, click its Icon BICollapse.gif icon.

6.  Apply a filter to the Event Date field to display only the events in the 2018-2019 time frame:

  • Click the Event Date column header and select Filter in the menu.
  • When the Filter Rows by Cell Values section displays:
    • Ensure Event Date is selected in the Filter Column list.
    • Select Date Range in the Comparison list.
      • In the first Specific Date field, enter the bottom of the date range: 1/1/2018
        • Click Icon BICalendar.png to use the Calendar to select the date.
        • Click Icon BITimePicker.png to use the Time Picker to add hours and minutes to the date range.
      • In the second Specific Date field, enter the top of the date range: 12/31/2019.
  • Click Icon BI Add.png .

7.  (Optional) Add a chart to the analysis to provide a visual display of key data.

8.  (Optional) In the Table section:

  • Sort the data in a column by clicking its column header, and selecting Sort A-Z or Sort Z-A in the menu.
  • Hide fields so that it is easier to view all fields without scrolling:
    • Click the column header for the field you want to hide, and select Hide Column in the menu.
    • To redisplay a hidden field, click Icon BIDashProp.gif in the Table section to display the Hide and Show Columns check boxes. Select the field's check box, and click OK.
  •  Click Icon BIAddToVG.gif  to save the analysis to the Visual Gallery where it is available for creating an Analytics Report and/or Dashboard.
    • In the Add to Visual Gallery prompt:
      • Edit the name of the analysis, if needed, in the Panel Title field.
      • Provide a description in the Panel Description field.
      • Click Done.

9.  Provide a name for the analysis:

  • Click Icon BIDashProp.gif, located to the right of the screen name, Untitled Analysis.
  • Select Rename in the menu.
  • In the prompt, type over the existing text in the Name field, and click Save
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