OCEANFILE MARINE LIMITED Oceanfile Fleet Management System Business Intelligence Modules Overview Version 7.0 Oceanfile Marine Limited 2016 Carmichael House 60 Lower Baggot St Dublin 2, Ireland Web: www.oceanfile.com Email: [email protected] Contents 1. Business Intelligence - Introduction ...................................................................................................................................................................................................... 5 3. Reports ................................................................................................................................................................................................................................................. 8 2 Feature Overview ................................................................................................................................................................................................................................. 6 3.1 Screen layout – Report Viewer ................................................................................................................................................................................................................ 8 3.3 Reports Overview .................................................................................................................................................................................................................................. 10 3.2 4. 5. Tables ................................................................................................................................................................................................................................................. 11 4.1 4.2 7. Screen layout ......................................................................................................................................................................................................................................... 11 Tables Overview .................................................................................................................................................................................................................................... 12 Pivots ................................................................................................................................................................................................................................................. 13 5.1 Screen layout - Pivot View .................................................................................................................................................................................................................... 13 5.3 Pivots Overview ..................................................................................................................................................................................................................................... 15 5.2 6. Screen layout – Report Designer ............................................................................................................................................................................................................. 9 Screen layout - Chart View ................................................................................................................................................................................................................... 14 Spreadsheets ...................................................................................................................................................................................................................................... 16 6.1 6.2 Screen layout ......................................................................................................................................................................................................................................... 16 Spreadsheets Overview ......................................................................................................................................................................................................................... 17 Charts ................................................................................................................................................................................................................................................. 18 7.1 7.2 Screen layout ......................................................................................................................................................................................................................................... 18 Charts Overview .................................................................................................................................................................................................................................... 19 © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 3 © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 4 1. Business Intelligence - Introduction Oceanfile includes a series of business intelligence modules to facilitate the analysis and reporting of data contained in your Oceanfile account. Each of the business intelligence modules provides specific tools for generating reports and/or charts using a variety of analysis techniques suited to different objectives and techniques. This user manual provides an overview of each business intelligence module and their main areas of application. A detailed manual will shortly be available for each module describing their functionality in greater depth. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 5 2 Feature Overview This Chapter provides an overview of the main business intelligence modules and their features. New or enhanced features are highlighted in blue. Module Feature Reports End user report designer Report creation wizard Graphical user interface with drag and drop Support for lists, forms and charts Library of reports Comprehensive filters of all key parameters Extensive export options to common document formats Tables End user table designer Library of tables Comprehensive filters of all key parameters Export options to Excel, Word and PDF © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 6 Pivots End user pivot table designer Library of pivot tables Comprehensive filters of all key parameters Spreadsheets Excel compatible spreadsheet editor Library of spreadsheets Comprehensive filters of all key parameters Charts End user chart designer Chart creation wizard Support for wide range of 2D and 3D chart types Library of charts Comprehensive filters of all key parameters Extensive export options to Image, PDF and SVG Classic Analytics Legacy charting tools for backward compatibility with Oceanfile Version 6. Classic Dashboards Legacy dashboard for backward compatibility with Oceanfile Version 6. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 7 3. Reports 3.1 Screen layout – Report Viewer © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 8 3.2 Screen layout – Report Designer © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 9 3.3 Reports Overview The reports module is a powerful reporting engine that allows almost any data from Oceanfile to be displayed as text, charts or tables in any layout and with any look and feel that you require including company logos and other personalised elements. The reports module is particular suited to generating simple or complex management reports with data drawn from multiple sources with Oceanfile. Management reports can be designed to meet your in house requirements with any number of sub reports and charts. Report templates are saved to a report library that provides quick and easy access to load any report format. The extensive export options allows the report viewed on screen to be exported to over 12 different document formats including Excel, PowerPoint, PDF and Word. Data may be filtered to select date ranges, particular vessels, inspections, chapters, inspectors, inspecting companies, officers and management. The report designer provides a graphical view of the report layout which may be edited by dragging report components or elements such as text boxes and chart components around the page as required. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 10 4. Tables 4.1 Screen layout © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 11 4.2 Tables Overview The tables module provides a means to generate lists of data in tabular format with a choice of which columns of data are included. The tables module is particular suited to situations where you require to generate a list of data from within Oceanfile. The tables module provides a number of options including whether data is shown in full or truncated to fit within the column width. The design of the tables templates are saved to a library that provides quick and easy access to load any existing table layout. Tables may be exported to Excel, PDF and Word. Data may be filtered to select date ranges, particular vessels, inspections, chapters, inspectors, inspecting companies, officers and management. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 12 5. Pivots 5.1 Screen layout - Pivot View © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 13 5.2 Screen layout - Chart View © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 14 5.3 Pivots Overview The pivots module provides the means to create pivot tables of almost any data from Oceanfile. Pivot tables are particular suited to generating comparative analysis with the data metric or metrics that would wish to view as a comparative displayed as columns across a table layout. Pivot table templates are saved to a library that provides quick and easy access to load any existing pivot table design. Data may be pre-filtered to select date ranges, particular vessels, inspections, chapters, inspectors, inspecting companies, officers and management. The pivot view allows data to be further filtered directly within the pivot table view. The pivot module also includes a chart view of the data displayed in the pivot table which is created automatically based on the pivot columns and aggregate cells that are selected. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 15 6. Spreadsheets 6.1 Screen layout © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 16 6.2 Spreadsheets Overview The spreadsheets module provides the means to edit Excel compatible spreadsheets directly within Oceanfile. Spreadsheets are particular suited to situations when a bespoke table of data is required with cells calculated or derived from the underlying data. Spreadsheets are saved to a library that provides quick and easy access to load any existing spreadsheet. The integral spreadsheet module also supports embedded charts of various types to be created from ranges of data cells within the spreadsheet. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 17 7. Charts 7.1 Screen layout © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 18 7.2 Charts Overview The charts module provides a means to design a wide variety of different 2D and 3D charts of almost any data from Oceanfile. The charts module is particular suited to creating visual representations of data which are often more easily understood than text lists, particular when trend or comparative analysis is required. The charts module includes a chart wizard that guides you through the process of selecting the type of chart required, the dimensions (X axis) and metrics (Y axis) that you wish to chart. Chart templates are saved to a library that provides quick and easy access to load any existing chart design. Charts may be exported as an Image or PDF file. Chart data may be filtered to select date ranges, particular vessels, inspections, chapters, inspectors, inspecting companies, officers and management. © Copyright Oceanfile Marine Limited 2016. All rights reserved Page 19
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