Visual Analyzer

Visual Analyzer is the Business Intelligence (BI) solution for Millennium. It is designed to display compelling, up-to-date, and easy to interpret views of your Millennium data. Powered by QlikView, Visual Analyzer is an optional add-on feature for your Millennium software. Visual Analyzer documents deliver both dashboard overviews of, and detail drill downs in to, your Millennium data.

Visual Analyzer Set Up

Installation

Complete, up-to-date installation instructions are provided when Visual Analyzer is purchased. Please follow these instructions when installing the QlikView Server and setting up the Millennium components necessary to access Visual Analyzer from within Millennium.

Important! Do not install the QlikView Server and the Millennium Web (IIS) Server on the same machine.

System Information

During the Visual Analyzer set up, you will create a new folder, named Millennium, in the x:\ProgramData\QlikTech\Documents directory on the QlikView Server machine, as well as two sub folders within the Millennium folder - one named Standard and one named Custom. Standard Visual Analyzer documents will be installed into the Standard folder. Any customizations that your site may want to make to these standards will be saved into the Custom folder.

The name of the QlikView Server machine, and the UNC path to the location of the Millennium folder must be entered on the System Information page, under the Visual Analyzer Server heading.

System Options

Visual Analyzer documents that present giving data will base several of the selections and calculations on fiscal year date ranges. It is important for the system to know what month your site uses as a fiscal year start month. This information is entered in the System Options area of the System Options page.

User Security

QlikView User status must be granted to each user individually via User Maintenance, QlikView User. Each user must also be assigned to a QlikView Group.

There is no option to grant QlikView status to all of the members of a Millennium Database Group at one time.

The data that a user can see in a Visual Analyzer document will depend on what security privileges that a user has for viewing that data. See User Security, Group Maintenance Background for more information on user security and views, in general.

For example, if a user is part of a QlikView Group that cannot view constituents who have an Anonymous Donor attribute row, then no data belonging to Anonymous Donor constituents will be visible, to that user, in Visual Analyzer documents, and no data belonging to Anonymous Donor constituents will used in any type of calculation that might be included in these documents.

In another example, if a QlikView Group has not been granted permissions to view the gift table, then members of that QlikView Group will not be able to see any giving data, or calculations based on giving data, in a Visual Analyzer document.

QlikView Refresh Utility

Once the Visual Analyzer documents are installed, the QlikView Refresh Utility must be executed in order to create a copy of each Visual Analyzer document for each QlikView Group, and then to load the latest version of your site's data into these copied documents. See the QlikView Refresh Utility topic.

Visual Analyzer Document Overview

Direct and easy access to the data is delivered to Qlikview users through Visual Analyzer documents. A Visual Analyzer document is a file that contains everything that you will need to view and analyze your data. This includes a copy of the data that is referenced by the document as well as a visual, dashboard-like representation of that data. Visual Analyzer documents have a .qvw extension, so you will sometimes hear them and see them referred to as QVW documents or QlikView documents, as well as Visual Analyzer documents!

Visual Analyzer is delivered with several standard Millennium documents. Sites are free to modify these standards to suit their own needs. When Visual Analyzer is installed, standard documents are placed into the x:\ProgramData\QlikTech\Documents\ Millennium\Standard directory on the QlikView Server machine. If a site chooses to modify a standard document, the modified document must be saved into the x:\ProgramData\QlikTech\Documents\ Millennium\Custom directory on the QlikView Server machine. Do not save your modified documents back into the Standard directory. When Community Brands publishes updates to the standard documents, or puts out a new release, the entire contents of the Standard directory will be overwritten.

When the Qlikview Refresh Utility is executed, a copy of each document in both the Standard and the Custom directories is made for each QlikView Group. These copies are then saved to the x:\ProgramData\QlikTech\Documents\ Millennium directory on the QlikView Server machine. It is from this directory that the system will retrieve the documents to display to the QlikView users. QlikView Refresh then loads a subset of the Millennium data into each and every Visual Analyzer document in the Millennium directory.

What data is loaded depends on the data that is referenced by the document itself. For example, Event data would most likely not be loaded into a Prospect Tracking document.

What data is loaded into each document also depends on QlikView Group security. For example, suppose users in Group A can only view data rows for Alumni constituents and users in Group B can only view data rows for Corporate constituents. When the data is loaded into the documents, only the data rows that belong to Alumni are loaded into Group A's copies of the documents, and only the data rows that belong to Corporations will be loaded into Group B's copies of the documents. When a Group A user accesses a Visual Analyzer document, he or she will only see the copy of the document that belongs to Group A and will only get to view Alumni data. And when a Group B user accesses a Visual Analyzer document, he or she will only see the copy that belongs to Group B and will therefore only see corporate data.

In another example, suppose users in Group C do not have permissions to view the Ratings table. Data from the Ratings table will not be loaded into any of Group C's Visual Analyzer documents. When a user in Group C attempts to open a document that uses the Ratings table, he or she will receive an error message that informs him or her that he or she does not have access to a table or view that is needed to display the document.

The data that is stored in a Visual Analyzer document is static. Changes that are made to the live data after the QlikView Refresh Utility is executed will not be reflected in any of the documents until the refresh utility is executed again. Community Brands very strongly recommends that the QlikView Refresh Utility be scheduled to run very shortly after midnight. We recommend this to avoid the situation where, at month's end, you may refresh the data with a previous month's data, and then view it in the next month. Each Visual Analyzer document will display the date and time that the document was last refreshed, which is the date and time that the QlikView Refresh Utility was last executed.

Each Visual Analyzer document will include an instructions sheet that will supply the details on how to utilize that particular document's interface, objects, and controls to view and analyze your data. The instructions sheet can be accessed via the Instructions tab located near the top of the document's display.

Visual Analyzer Document Access

A Visual Analyzer document is accessed from within the Reporting World of the Millennium Explorer. A Visual Analyzer document can also be accessed from within My Millennium. And, a user can add access standard or custom, or both types of, Visual Analyzer documents to his or her Home Page and then access any document from within his or her Home Page display area.

Reporting World Access

1. Click Reporting in the Millennium Explorer Menu and expand Visual Analyzer.
2. Select the Standard item to display a hyperlink listing of all standard Visual Analyzer documents, or select the Custom item to display a hyperlink listing of your site's custom Visual Analyzer documents.
3. From within the display area on the right, click the name of the desired document. The Visual Analyzer document will launch in a separate browser window.

My Millennium Access

1. Click My Millennium in the Millennium Explorer Menu and expand Visual Analyzer.
2. Select the Standard item to display a hyperlink listing of all standard Visual Analyzer documents, or select the Custom item to display a hyperlink listing of your site's custom Visual Analyzer documents.
3. From within the display area on the right, click the name of the desired document. The Visual Analyzer document will launch in a separate browser window.

Home Page Access

You must first utilize the My Millennium Home Page Set Up form to add Standard or Custom, or both, Visual Analyzer documents to your Home Page.

1. To access a standard document, scroll your Home Page to locate the Standard Visual Analyzer Files heading. A hyperlink listing of all standard Visual Analyzer documents will display beneath the heading.
2. Click the name of the desired document. The Visual Analyzer document will launch in a separate browser window.
3. To access a custom document, scroll your Home Page to locate the Custom Visual Analyzer Files heading. A hyperlink listing of all custom Visual Analyzer documents will display beneath the heading.
4. Click the name of the desired document. The Visual Analyzer document will launch in a separate browser window.

Visual Analyzer Standard Documents

A set of standard documents is delivered with Visual Analyzer. QlikView Enterprise, a third party software application, may be used to make modifications to these standard documents, as desired.

It bears repeating here: all modifications to standard documents must be saved in to the x:\ProgramData\QlikTech\Documents\ Millennium\Custom directory on the QlikView Server machine.

What follows is a brief overview of the contents of the Millennium standard Visual Analyzer documents.

Campaign Reports

The Campaign Reports document uses a series of sheets, and data presentation options within these sheets, for the display and analysis of Giving data.

The data presentation options within each sheet can be refined so that they include only giving transactions from select fiscal years, or quarters, months or days within one fiscal year, or select quarters, months or days across all fiscal years. The presentation options can be further refined to show only the giving transactions from a particular constituent or constituent type, of a certain gift type, of a certain money type (hard money, expectancies or outstanding pledges), to a particular campaign. There is also a Gift Total option.

• The Campaign Reports sheet has the following data presentation options:
• Campaign Trends - a bar graph displays the number of donors and total amount of their donations for each of the last five fiscal years.
• Campaign Trends II - a line graph displays the total donation amount for the last 5 fiscal years, by campaign.
• Current Campaign Results is a fiscal year to date comparison view of your giving data, by constituent type.
• The Giving sheet has the following data presentation options:
• Giving Over Time - is a bar graph presentation of donation totals for each of the last five fiscal years.
• Gift Amount - is a pie chart presentation of donations by campaign. Users can drill down to the goal, purpose, donor and finally, to the individual transactions.
• Campaign Pivot - is a pivot table summary of your giving data, by campaign, goal, division, department, and account name (restriction).
• Constituents - displays a list of your donors, and includes, among other totals, the total amount of hard money donations and total dollar amount of outstanding pledges for each donor.
• The Time sheet includes the following data presentation options:
• Quarters Comparison - a fiscal year, quarter by quarter, date comparison view of your giving data, by individual constituent.
• Time Drill Down - a line graph representation of cumulative giving over time, by campaign. Users can drill down to the goal, the account, the donors, and finally, to the date of the donation.

Prospect Management

The Prospect Management document uses a series of 'sheets' for the presentation and analysis of data from the Prospect Tracking World.

• The Proposals Performance sheet displays statistics pertaining to Major Giving Proposals segmented by Prospect Manager. These statistics include the number of prospects for each manager, the number of actions completed by each manager, the average number of days that it takes to complete the actions, and the average yield (donation amount) per prospect manager.
• The Actions sheet analyzes data in the Actions table as a whole, by constituent, by action type, by campaign, campaign year, division, priority, due date and completed date.
• The Planned Gift sheet analyzes Planned Giving data as a whole, by constituent, by instrument, by purpose, by stewardship type, by campaign and campaign year, by goal, by rate date and rated amount, ask date and ask amount, decision date, and by funded date and funded amount.
• The Proposals sheet analyzes data in the Proposals table as a whole, by constituent, by instrument, by purpose, by stewardship type, by campaign and campaign year, by goal, by rate date and rated amount, ask date and ask amount, decision date, and by funded date and funded amount.
• The Ratings sheet analyzes Ratings data as a whole, or by constituent, cultivation, campaign, status, ask rating, and start and end dates.
• The Tasks sheet analyzes data in the Tasks table as a whole, by constituent, by whom the tasks are assigned to, by status, priority, start date, and due, reminder and complete dates.
• The Tracking sheet analyzes Donor Tracking data as a whole, or by constituent, research level, capacity or date of last research.
• Dashboard I shows a graphical representation of your prospects' Research Level status as well as the Planned Giving instrument through which they plan to donate. All of your prospects can be shown on the display, or you might want to limit the display to show only one prospect manager's prospects.
• Dashboard II shows a graphical representation of the ratings stages of your prospects. Again, all prospects can be included, or you may limit the display to show only one manager's prospects.

Multiple Monitors

For users who work with multiple monitors, please note that Visual Analyzer documents must be displayed on your primary monitor only. The documents will not display correctly on secondary monitors.

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