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Coming in 2025

What is Advarra Analytics?


Advarra Analytics is an application that allows you to access and navigate reports (also called workbooks) using data sourced from OnCore. Analytics covers and builds on functionality from OnCore reports, providing more opportunity to interact with the data. In Analytics, you can access a number of standard reports/workbooks, provided by Advarra. You can also customize workbooks for your organization.

To access Analytics, you must be assigned one of the Analytics roles in OnCore, which is granted after the completion of the associated Analytics training.

Navigating Advarra Analytics


From the Analytics landing page, you can navigate to reports, go to Advarra One, or log out.

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  • To navigate to reports:

    • Click the Standard Reports image or option in the left pane to select an application and view available standard reports. These are Advarra-provided reports/workbooks.

    • Click the Custom Reports image or option in the left pane to view available custom reports. These are your organization's customized reports/workbooks.

    • The standard and custom folders and workbooks you are able to see depend on the access your user is granted in Analytics (the access groups assigned to your user).

  • To go to Advarra One:

    • At the top right of the page, click the dot grid icon to go to the Advarra One homepage. From there, you can navigate to OnCore or back to Analytics.

  • To log out:

    • Go to the user menu > Log out to log out. When you log out, you're logged out of Advarra SSO and any other applications that you logged in to with Advarra SSO and redirected to the Advarra One login page.

Navigating Workbooks


When you click to view a workbook, it opens to its Summary page, which is like a table of contents for the workbook. You see the title of the workbook and descriptions of its pages.

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A. To navigate to a workbook page, you can click the corresponding page image or page tab at the bottom of the screen. The page tabs at the bottom of the screen also allow you to navigate between pages. From the other pages of the workbook, you can return to the Summary page using the home button image-20241217-203411.png that appears in the top right of every workbook page.

B. The top right of the Summary page displays information about the database and schema the workbook is pulling data from and how recently it was refreshed. A note that data might be filtered out of a workbook depending on your user permissions also appears.

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C. The Version History page shows the version of the workbook and tracks any updates.

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D. In Edit mode, you can also view the Data page for a workbook, which allows you to see the underlying data and tables for the workbook. To use Edit mode, you must have the Analytics Organization Admin or Analytics Report Writer role assigned to your user.

E. You can use the Save As button to customize a workbook and save it for yourself (in My Documents) or in Custom Reports to share with others at your organization. To see the Save As button, you must have the Analytics Organization Admin or Analytics Report Writer role assigned to your user.

Longer workbook pages have a image-20241217-203543.png button that you can click to jump to the top of the page.

Working with Workbook Data


There are a number of ways you can interact with and drill more deeply into workbook data.


Drill Into and Filter Data

Maximize element

You can hover over the top right of a visualization and click the expand arrows icon to maximize an element. This opens a larger view of the element along with its underlying data, and provides access to more options to sort, filter, or drill into the data using the left panel or by clicking the down arrow for a column or right-clicking an element in the visualization.

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For example, to drill down further and look more closely at a category, you can right-click on an item, such as a bar in a chart you'd like to drill into, click Drill down..., and select from a list of columns to see the data further broken down by what you select. Data refreshes in the table to show your drill down, and any tooltips are updated as well. You can continue to drill down, or up, in the data.

Filter icon

When you hover over the top right of a data element, a filter icon image-20241217-205728.png appears when filters are applied. The number that appears indicates the number of filters applied. You can click the icon to see what filters are applied or to update them.

Updates you make (filters, drill-downs, etc.) while exploring or drilling into your data are retained until you change them or navigate out of the workbook.

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