Configure Data analytics

With the help of CTK, you can configure the structure of analysis realms in detail and import all relevant data into PPM. You select data sources, link data, and specify the data to be available for analysis as dimensions and measures in PPM.

CTK enables you to create, edit, and test analysis realms. Use CTK to define and export the relevant data sources (JDBC, SAP, CSV), and specify the data tables to be used in the analysis realms. The analysis realms you configured can be saved in XML format and imported into PPM.

Please proceed as follows to configure Data analytics for a client.

  1. Open the Data analytics view of a client. This is where you configure all settings and transfer the configurations and data to PPM.
  2. Create a data connection to be used for extracting source data, such as a CSV file or a JDBC database.
  3. Create an analysis realm.
  4. Define a table (e.g., from the database) and add it to the analysis realm. The table is to include the columns that will be evaluated as criteria in the analysis realm.
  5. Specify and configure the columns of the source table to be used as criteria in the analysis realm.
  6. Use criteria to link various tables.
  7. Import the analysis realm including configurations and data into PPM.

Various wizards and dialogs support you in performing these steps.

The Data analytics configuration files created for a client are stored in XML files located in the directory .../custom/<client>/XML/ of your PPM installation. See chapter Directory and file structure.