User Guid Importing

i2 Analysts Notebook 7
Importing
user guide
Copyright
Copyright 2002-2007 i2 Limited All rights reserved. No part of this document may be reproduced or transmitted by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission from i2 Limited. i2 considers this software product information to be accurate, and reserves the right to modify it without notice. The software product described in this document is licensed for use under a software license agreement.
Trademarks
i2, the i2 logo and Analysts Notebook are registered trademarks of i2 Limited. ChoicePoint is a registered trademark of ChoicePoint Asset Company. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other products and services may be registered trademarks or trademarks of their respective companies and appear in this document for reference, and such reference is not intended to affect the authenticity of any trademark or service mark.
Warning and Disclaimer

i2 provides this document as is without representation or warranty of any kind, express or implied, including , without limitation any warranty concerning the accuracy, adequacy, or completeness of such information contained herein. i2 does not assume responsibility for the use or inability to use the software product as a result of providing this information. The data presented in this document is fictitious and for illustration purposes only with no connection to, without limitation, past or present persons, organizations, identifying numbers, or circumstances, except by coincidence.
Version Information
i2 Analysts Notebook 7 User Guide: Importing Version 7.0 June 2007 Part Number: 1311
Addresses: i2 Limited, The Visual Space, Capital Park, Fulbourn, Cambridge CB21 5XH, UK Tel: +44 (0)1223 728600 Fax: +44 (0)1223 728601 i2 Inc., 1430 Spring Hill Road, Suite 600, McLean, Virginia 22102, USA Tel: +1 703 921 0195 Fax: +1 703 842 4685
Contents
About This Guide Getting Started
About the Importing Process Using the Documentation Using the Example Files
5 9
10 14 18
1: A Simple Import
Introduction Importing Data from a Text File Selecting Rows of Data to Import Choosing an Import Design Assigning Data to Chart Items Importing Additional Information Providing Specification Summary Details Importing the Data into a Chart Summary
21
22 23 26 29 33 35 39 40 43
2: More Importing Features

Introduction Using New Source Data Files Importing Date and Time Information Importing a Link Style Importing Attributes Summary
45
46 47 53 58 61 67
i2 Analysts Notebook 7 User Guide: Importing
Contents
3: Importing Timeline Data

Introduction Importing Data in Spreadsheets Transforming Data Importing a Timeline of Event Frames Adding Information to Event Frames Managing the Appearance of a Timeline Chart Standard Event Frame Display Settings Completing the Import Details Summary
69
70 71 74 78 84 89 91 93 95
4: Importing Complex Relationships

Introduction Importing Comma Separated Data Excluding Rows of Data Creating Custom Import Designs Importing Financial Details on Individual Links Completing the Import Details Summary
97
98 99 102 103 109 113 116
Index
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About This Guide

This guide is an introduction to importing data from text files into Analysts Notebook.
Intended audience
This guide is intended to help users learn the basic concepts of importing data and the most common features of the Importer. It is not aimed at the expert user. No prior knowledge of using the Importer is required, but a basic working knowledge of Analysts Notebook is assumed. Note: We recommend that you read the other two Analysts Notebook user guides first if you are new to Analysts Notebook.
Book structure
This guide includes the following chapters:
Getting Started
Describes how to use the documentation and how to work through the examples in this guide. This chapter also provides an overview of the importing process, and instructions for working with the example data files provided.
Chapter 1, A Simple Import

Introduces the main features of the Importer by importing a small data file to create an association chart. Contains instructions for creating an import specification with the minimum number of steps.
About This Guide
Chapter 2, More Importing Features

Introduces the main features of the Import Manager, and describes how to import different data files with an existing import specification. Contains instructions for editing an import specification to align data and import additional chart items.
Chapter 3, Importing Timeline Data

Describes how to import data into a chart as event frames. Introduces features for manipulating data in the import process so that dates, identities, and descriptions appear as required on the chart items.
Chapter 4, Importing Complex Relationships

Introduces the concept of creating import designs, and describes how these can be defined to import relationships with many entities and connections.
Conventions
This guide uses the following conventions: Text Type Bold Used for Button names, menu names, and options in dialogs. Window names and dialog boxes. For emphasis, i2 product names, and references to other manuals. File names and text that you (or another user) should enter. Examples Open command; File menu; Load button; Watch check box. Example window; Import Into dialog. Start Analysts Notebook.
Initial Capitals Italic
Courier
Enter the name SMITH. C:\Program Files\i2
Dates and times
When entering dates and times, the format you use will depend on your computers settings. Dates displayed on charts throughout this guide are in the format dd MMM yyyy, for example 18 Oct 2006. You should enter the date corresponding to your computers settings.
About This Guide
Times in this guide are all in the 24 hour clock, for example 13:30. If your computers settings are different then you should enter the time corresponding to your settings. For example 13:10 in the 24 hour clock equates to 1:10 PM. Unless otherwise stated, all of the charts used in these examples are in Greenwich Mean Time (GMT). i2 services Technical support is available to anyone whose organization has opted for our annual support program. If you have a question and cannot find a solution in the online help, you can send an e-mail to the i2 Technical Support team. For customers in North and South America, e-mail support@i2inc.com. For customers in the UK or the Rest of the World, e-mail support@i2.co.uk. Note: If your i2 software was purchased from one of our distributors, please contact your supplier for technical support. i2 International and Government Services Americas Consulting services work with customers to understand specific requirements and then determine the best methods to get these requirements met through custom development, on-site training, or alignment with the right system integrator or product vendor. For further information, contact your i2 supplier, or visit the i2 Web site at: www.i2group.com.
Other i2 Publications
Analysts Notebook 7
i2 Analysts Notebook 7 Quick Start Guide i2 Analysts Notebook 7 User Guide: Creating Charts i2 Analysts Notebook 7 User Guide: Customizing and Analyzing
Chart Reader 7
i2 ChartReader 7 User Guide i2 ChartReader 7 Embedding in a Web Page
About This Guide
Getting Started
This chapter introduces the documentation provided with Analysts Notebook, describes how to use this guide, and introduces the example material provided.
Contents
About the Importing Process Using the Documentation Using the Example Files 10 14 18
Getting Started
About the Importing Process
0.1
Importing allows you to visualize data created in another application as an Analysts Notebook chart. This data can be in files created by the application, such as spreadsheets, or data copied to the Windows clipboard from the application. The following table lists the main data file types that you can import. File Type Text files Extension .txt Typical text format They can include any text separator, for example: text/ text/ text/ text text, text, text, text, text, text text-text-text-text-text-text text separated by cells
Comma-delimited files Tab-delimited files Microsoft Excel spreadsheets
.csv .tsv .xls, .xlw
Pen-Link data files
.txt
"text","text","text","text","text"
Import specifications
When you import data from a data file, Analysts Notebook needs to know how to interpret the information in the file to display as items on a chart. It does this using an import specification. Each import specification tells Analysts Notebook: which data to import how the data should be displayed on your chart as entities, links and attributes
Import specifications also control some aspects of the appearance of the resulting chart, for example chart item representations and chart layout.
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Getting Started
When you import data into Analysts Notebook, you either create an import specification based upon a specific file format, or use an existing specification with a data file that you know has the required file format. Text file Create import specification based on a text file Chart
Use specification with a specific text file
Chart
Text files
The Import Editor

The Import Editor is used to create and edit import specifications. It leads you through a series of pages where you: select and interpret the data to be imported apply optional actions to the data to transform the results decide how many chart items are imported from each row of data, and define their properties choose a layout for the resulting chart complete summary information to help you find the specification in the future import the data into a chart
11
Getting Started
Each page of the Import Editor has a main objective, and contextual information is displayed at the top of each page to help guide you to your goal.
When you are creating a specification, the pages are worked through in a set sequence until you import the data. Some pages provide optional settings, for example specifying actions for transforming data, which can be skipped. The navigation bar at the top of each page shows you which pages you have completed, and which pages you have yet to complete.
When you are editing an import specification, the navigation bar can be used to jump to any page of the Import Editor to change the settings there.
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Getting Started
The Import Manager

The purpose of the Import Manager is to display all of your import specifications in one place so that you can preview their details, and select a specification to perform an importing task. Details about a specification are included in both a specification list, which shows some history of its use, and in a selection pane which provides details about what will be imported per row of data.
Details of the chart contents
History of the import specification
The tasks that you can perform with specifications are grouped into: Importing tasks You select a task in this pane when you want to import data using an existing specification in the list, or create a new specification. You choose the data source to import, which can be a file or data in the Windows clipboard. Specification tasks You select a task in this pane when you want to perform an action on a specification in the list, such as edit its settings to match a new data file. Other tasks You select a task in this pane when you want to install the example material for this guide, upgrade an older version import specification, or change a specification folder location.
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Getting Started
Using the Documentation
0.2
We recommend that, before you start to use the documentation provided with Analysts Notebook, you familiarize yourself with the product by reading the i2 Analysts Notebook 7 Quick Start Guide, which introduces the basic concepts of creating charts. The i2 Analysts Notebook 7 User Guide: Importing does not cover all of the features of using the Importer. Instead it comprises a series of worked examples to demonstrate how the features may be used in real situations. This guide is aimed at providing information about which features best suit different situations and how you might use them to approach specific problems. You should refer to the other product documentation to learn about the other Analysts Notebook features not covered in this guide, and to the Online Help which contains comprehensive help on the settings and options of the Importer.
Product documentation
The Analysts Notebook product documentation comprises: i2 Analysts Notebook 7 Quick Start Guide This is a short guide that introduces the basic concepts of Analysts Notebook. It is advisable to read this guide before you start to work through the examples in the i2 Analysts Notebook 7 User Guide. i2 Analysts Notebook 7 User Guide: Creating Charts The i2 Analysts Notebook 7 User Guide comprises three volumes. This volume is devoted to producing charts manually. It provides the building blocks for understanding the fundamentals of Analysts Notebook and it would be beneficial for you to work through it regardless of whether you intend to create charts manually or import most of your data. i2 Analysts Notebook 7 User Guide: Customizing and Analyzing In this volume, you are introduced to more advanced features of the software. It describes how to create and maintain templates, including the ability to define new types and set other chart properties. This volume also covers the features that allow you to tidy up your chart for presentation purposes and allows you to learn all about the analysis tools available in Analysts Notebook. i2 Analysts Notebook 7 Online Help For more information on using the online help, refer to Using the Online Help on page 16.
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Getting Started
Using this guide

The examples in this guide are designed to help you use Analysts Notebook in your work. In working through the examples, you will use many of the features of the Analysts Notebook Importer. The examples will be most useful to you if you work through them in the order in which they appear in the guide. However, they are structured to be self-contained so you can work on them in any order, or revisit them at any time.
Structure of the examples

Each example contains a conceptual section explaining the purpose and use of the features described in the example. This is followed by a worked example in the form of a set of instructions, where you have the opportunity to try out the features highlighted in the concepts section. To help you work through an example, the instructions are broken up into short sections that cover separate tasks; for example, How do I import the data? These are colored gray to help you find them. If at a later date, you wish to work through an example without re-reading the conceptual information, just move from shaded heading to shaded heading. Working through these headings will lead you through all of the steps in the example. Main section
Shaded heading
15
Getting Started
Example scenarios
To help put the tutorial examples into the context of intelligence analysis, each example forms part of a fictional investigation where intelligence is imported for analysis in Analysts Notebook. Alex KURTZ is suspected of money laundering due to abnormally high levels of business reported by the City Council Department in a relatively quiet neighborhood. It is suspected that his restaurant Jelicos, 101 Draft Drive, Plaintown, Florida, is being used as a front for money laundering. Each example will look at one aspect of the investigation, referred to as Operation CREST.
Working through the examples

As you work through the instructions in the guide, you might find it useful to print the relevant sections that you are currently working on, rather than switching between the PDF document and Analysts Notebook. Having printed the relevant instructions, you can check the numbered steps as you complete them. This will be a useful guide, if breaking off from the examples for some reason. Throughout the instructions, there are references to the Analysts Notebook Online Help. These are provided to help you follow up a task, if you need more background or related information. The help book and topic will be listed.
Using the Online Help

We recommend that you familiarize yourself with the Analysts Notebook online help and use it extensively in conjunction with this guide.
Viewing the help

You can view the Analysts Notebook online help in the following ways: click the Help toolbar button from the Help menu, select Contents press the F1 key
16
Getting Started
You can display a help topic about a specific item by: clicking the Whats This? Help toolbar button, then clicking a menu command or toolbar button moving your pointer over a toolbar button or menu command and pressing the F1 key to display help information relevant to the item you highlighted
In dialogs, you can display a help topic about a specific item by: clicking the Help button on a dialog to display information about that dialog clicking the Whats This? Help button in the top right of the dialog and clicking on a dialog option
Tooltips and the Status Bar

To see the name of a toolbar button, move the pointer over it. A pop-up hint, referred to as a tooltip, appears. Note also that Analysts Notebook displays a short description of the feature in the Status Bar, which is located along the bottom of the application. For further information on how to use the online help, refer to the online help topic Using Analysts Notebook Help.
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Getting Started
Using the Example Files
0.3
In each example, you will create a new Analysts Notebook chart into which you will import data. You will create these charts using the User Guide Examples template, which is installed with Analysts Notebook, to provide consistency with the styles used in the User Guides. Analysts Notebook saves charts to the My Documents\i2\i2 Analysts Notebook 7\Charts folder as standard. We recommend that you create a subfolder within this folder to store the charts you create with this guide. If you need to refer to them at a later date, it will be easy to find them. To create a subfolder in which to store your charts: 1. Double-click on the My Documents shortcut on your Windows desktop, and navigate to the i2\i2 Analysts Notebook 7\Charts folder. 2. Right-click in the Charts window and, from the shortcut menu, select New Folder. 3. Edit the name of this folder to be i2 Analysts Notebook 7 User Guide - Importing. You have also been provided with a set of finished charts. You may want to refer to these while you are working through the examples or at the end of a completed section. To access these charts, double-click on the User Guide Example Material shortcut in the My Documents\i2\i2 Analysts Notebook 7 folder, and double-click on the User Guide - Importing folder. The names of the example files in this folder correspond with the examples in which they are used.
Working with the example specifications and data

Working through this guide, you will have an opportunity to create new specifications and edit an existing specification. We have provided you with one initial specification and four finished import specifications. Each example has a source data file, which you can import with the example specifications or with your own working versions. The example specifications and source data files are installed to: C:\Documents and Settings\<your name>\Local Settings\Application Data\i2\i2 Analysts Notebook 7\enus\User Guide Example Material\User Guide - Importing\Import Specifications and Data
18
Getting Started
Before you can use these example specifications and source data files, you need to copy them to your My Documents folder using the Import Manager. To do this: 1. From the Data menu, select Saved Import Specifications to display the Import Manager. If you have not used the Import Manager before, the specifications list should be blank. 2. In the Other Tasks pane, click Install example material to copy the User Guide example specifications and data to the My Documents folder. You should now see the example specifications listed in the Import Manager. Note: This action creates a folder called My Documents\i2\i2 Analysts Notebook 7\Import Specifications. You can delete this folder when you have finished working through the User Guide to stop the example specifications appearing in the Import Manager. You can also repeat steps 1 and 2 to replace or restore the original example specifications and data. 3. Click Close to close the Import Manager.
Creating and naming your example import specifications

The My Documents folder is set as the Local working folder as standard, and so any specifications that you create will be saved there when you choose the Local folder. These specifications will be displayed alongside the User Guide example specifications, as any specifications in subfolders below the My Documents folder will be displayed in the Import Manager. To help you pinpoint the specifications you have created, we recommend that you prefix each specification name with My when you save the file. This means that the User Guide specification Example 1 Specification and your version My Example 1 Specification can be easily identified when looking at all the Local specifications together in the Import Manager.
19
Getting Started
20
1
A Simple Import
This chapter introduces you to the Importer and describes how to create a simple import specification.
Contents
Introduction Importing Data from a Text File Selecting Rows of Data to Import Choosing an Import Design Assigning Data to Chart Items Importing Additional Information Providing Specification Summary Details Importing the Data into a Chart Summary 22 23 26 29 33 35 39 40 43
21
Introduction
Introduction
This example is intended as a simple introduction to using the Importer. The features covered in this example are: creating an import specification based on a text file understanding the stages of creating an import specification selecting an import design assigning data to chart items you want to import importing data to create an association chart
1.1
Scenario
You have already run a subscriber check on Alex KURTZ, and have requested the billing schedule for his cellphone 863 555 0143 to show the calls made from this number on 16 Sep 2006 (Saturday), the day before the City Council reported a particularly busy days business.
Objective
You need to import a plain text file containing cellphone billing data to produce an association chart showing all the telephone numbers that the cellphone 863 555 0143 called on 16 Sep 2006.
Strategy
Working through the instructions in the example you will: create an import specification called My Example 1 Specification based on the source data file Example 1.txt complete the mandatory settings for the My Example 1 Specification and import the data to create an Analysts Notebook chart called Example 1 import.anb
Refer to the section Using the Example Files on page 18 for information on where to save and retrieve your example files.
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Chapter 1: A Simple Import
Importing Data from a Text File
1.2
When you import data from a new file you have been given, you need to create an import specification. You use the specification to tell Analysts Notebook how to interpret the data, which items you want to use as entities, links and attributes, what data they will contain, and how they are laid out on the chart. The Import Editor leads you through a set of stages for creating a specification. The first stage is the interpretation of the data source.
How do I create an import specification?

You are tasked with importing a text file of telephone calls that were made on the 16 Sep 2006, which you are going to visualize in Analysts Notebook as an association chart. You are going to create a new specification based upon the data file you have been given. The example data file is Example 1.txt. 1. Start Analysts Notebook. 2. Create a new chart based upon the User Guide Examples template. 3. From the Data menu, select Import from File to display the Select Data File to Import dialog.
4. Use the Look in box to browse to the Import Specifications folder which can be found at: My Documents\i2\i2 Analysts Notebook 7
23
Importing Data from a Text File
5. Select the Example 1.txt file, and click Select to display the Import Editor.
A new import specification is created with the name of the data file displayed in the title bar of the Import Editor.
How do I save an import specification to the Local group?

Save your specification to the Local group so that you can run it and edit it locally on your computer using the Import Manager. 1. Click the drop-down arrow on the Save button, and from the drop-down list, select Save As to display the Save Specification As dialog.
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2. Delete the text in the Name box and type My Example 1 Specification. Note: Typically, you would give the specification a more meaningful name, for example, Cellphone 863 555 0143 calls on 16 Sep 2006, so that its contents can be easily recognizable from the title. 3. Select Local, and click Save to save the specification to the Local group and close the Save Specification As dialog. The Import Editor title bar now displays the new name of the specification - [My Example 1 Specification].
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Selecting Rows of Data to Import
1.3
In some data files, there may be information that you do not want to import, such as text used as headings, rows of data used for comments, or rows of data which are incomplete. The following example has a row of column headings and a commented row of incomplete data.
You can set options on the Select Rows page to ignore heading information, and ignore specific rows of data provided that they are marked with a reserved character, for example %. When you ignore a heading row, the data is not imported but is displayed at the top of the preview table through all the pages of the Import Editor, to help you identify and work with the data columns.
When you ignore a specific row of data, the preview table shows the relevant row, and row number, with a strike-through for confirmation.
Once you move to the next page in the Import Editor, these ignored rows of data are removed from the preview table so that you can work with only the data that you want to import.
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How can I select which rows to import?

The example data file Example 1.txt contains a header row of text and duplicate rows of data prefixed with %. You want to use the headings as your column headings in the preview table of the Import Editor, but you want to ignore the headings and the duplicate rows on import. 1. Click Next to display the Select Rows page.
2. Turn on the Extract column headers from row check box, and type 1 in the adjacent box. Notice how the first row of data is now used as the column headings of the preview table. 3. Turn on the Ignore rows starting with check box, and type % in the adjacent box. Notice how the duplicated rows, and their row numbers, are now marked with a strike-through to indicate that they will be ignored during the import process. The Select Rows page is now complete. 4. Click Save to save your current specification settings.
27
5. Click Next to display the Column Actions page. This page provides optional features that you can use to transform the data so that it appears in the chart just as you want it. See the topic Specifying Column Actions in the Online Help for a description of all the transformations that you can make. This page is not needed in this example but will feature in Chapter 3, see Transforming Data on page 74.
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Choosing an Import Design
1.4
The next stage of the specification creation process is deciding which columns of data you are going to use to produce the entities and links for the chart. This is called the import design. The import design is a blueprint for the importing process as it tells the Import Editor everything it needs to know about how to import your data. This can include: which entities to import, and which entity types, labels and representations they should have which connections to import, and which link types, labels and multiplicity they should have card information and attributes for entities and links
The Import Editor allows you to choose from a gallery of the most commonly used import designs to establish which relationships you want to use with your imported data.
The design specifies per row of data: the number of entities you are going to import the representations of the entities, for example, theme lines or event frames the links between the entities
A text file containing a list of names that you want to chart as a set of unconnected entities can be imported as one chart item per row. Andre DOMENGES Sam STEELE Marc BAKER Kent CORNEY
Andre DOMENGES
Sam STEELE
Marc BAKER
Kent CORNEY
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A text file containing a list of people associations that you want to chart as two entities with a single connection can be imported one link per row or linked theme lines per row, depending upon which representation and focus of intelligence you want to portray.
Andre DOMENGES Link
Sam STEELE Link
Marc BAKER Link
Kent CORNEY Link
Stuart WRIGHT
Kevin DUPLEASE Archie SWAINE
Bill KERSNER
Andre DOMENGES Sam STEELE Marc BAKER Kent CORNEY
Stuart WRIGHT Kevin DUPLEASE Archie SWAINE Bill KERSNER

Andre DOMENGES Kent CORNEY
Marc BAKER
Sam STEELE Link
Link
Link
Archie SWAINE Link
Bill KERSNER
Kevin DUPLEASE
Stuart WRIGHT
If you cannot find a design that matches your needs, you can create your own custom import design. See Creating Custom Import Designs on page 103.
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How do I choose an import design?

You want to choose a predefined import design that creates an association between two entities for each row of data. Browse through the gallery of import designs and select the most appropriate design for your chart. 1. Click Next to display the Select Design page.
2. Move the pointer over the designs listed in the gallery. Notice how each design is highlighted with a box as you move your pointer. 3. Click on the Linked theme lines per row import design and read the description. Notice how the highlight box changes color and its fixed position. This indicates the current selection. Although the Linked theme line per row import design would create an association between two entities, the representations are not correct for the chart you are going to create.
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4. Click on the One link per row import design, and click Next to display the Assign Columns page.
Notice how the predefined design you have selected is now displayed in the design area. You will now use this design as the blueprint for your import. Two error icons are displayed beside Icon 1 and Icon 2 indicating that identities have to be set for these entities.
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Assigning Data to Chart Items
1.5
Once you have chosen your import design, you will use the Assign Columns page to populate your design with just the data columns or values that you want to import. There are two areas of the page that you will work with to do this; the design area and the property pages.
Working with the design area

The design area displays a graphical representation of the basic structure of how the data will be imported into the chart. The representation below is based on the One link per row import design. It includes two connected entities which will be reproduced for every row in your data. The design area also displays the identities as (not set) for the entities that you want to import, and a default directed link with the label (number of occurrences).
Before you assign data to your import design, these identities and labels are displayed as placeholders, which you will need to define.
How do I assign data to the chart item identities?

Following on from the previous example, assign the Number and Destination Number columns from the data table to their respective entities in the design area. 1. Click on the Number column in the preview table. While holding down the left mouse button, drag it over the left entity in the design area and release the left mouse button. Data in the Number column will be used for the identity of the entity on the left, and the design area should now look like this:
2. Use the same method to assign the Destination Number column to the entity on the right.
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Assigning Data to Chart Items
The data in the Destination Number column will be used for the identity of entity B, and the icon in the design area should now look like this
You have now set the identities for the entities to be imported into your chart.
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Importing Additional Information
1.6
Additional information that you want to import on each entity or link, such as date and time information, cards and attributes, are set up on the property pages. Each item displayed in the design area has a set of property pages, and these are displayed when you click on the item in the design area.
How do I set up properties for entities?

You have defined the columns of data you will use to generate your chart entities. However, you need to tell the Import Editor which entity types they will have in the chart, and which icons should be displayed. The data in the Number data column represents a single cellphone, and the data in the Destination Number column represents different cellphones. 1. Click on the [Number] entity to display its property pages. 2. Click the Browse button in the Value column for the Type property to display the Edit Icon Type dialog.
3. Make sure Type is selected, click the drop-down arrow on the Palette dropdown list, and select Telecoms.
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4. Click the drop-down arrow on the Type drop-down list, immediately below, and select Cellphone. The dialog should look like this:
5. Click OK to close the Edit Icon Type dialog. 6. Click the [Destination Number] entity in the design area to display its property pages. 7. Click the Browse button in the Value column for the Type property to display the Edit Icon Type dialog. 8. Repeat steps 3 to 5 making sure that the Cellphone entity type is selected. The dialog should look like this:
9. Click OK to close the Edit Icon Type dialog.
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The import design should now look like the following:
Click Save to save your current specification settings.
How do I set up properties for a link?

You want to specify the link direction and link type for every call made between the Number and the Destination Number entities. You also want to show the number of occurrences of the calls as a label on the links. You can see from the link settings in the import design that the link label is already set to (number of occurrences), and the link direction is from the [Number] entity to the [Destination Number] entity. You still need to specify the link type. To do this: 1. Click the link in the design area to display its property pages. 2. Click the Browse button in the Value column for the Type property to display the Link Type Property dialog.
3. Make sure that Type is selected, and click the drop-arrow on the Palette dropdown list and select Telecoms.
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4. Click the drop-down arrow on the Type drop-down list, immediately below, and select Telephone Call. The dialog should look like this:
5. Click OK to close the Edit Link Type dialog. 6. Click Save to save your current specification settings.
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Providing Specification Summary Details
1.7
The final stage of creating an import specification is completing the details on the Import Details page of the Import Editor. This is required to help you and others identify the import specification at some future date so that it can be re-run or edited as required. The details that you supply on this page are displayed in the Import Manager, and include: Subject Author Category Keywords Comments Custom properties
How do I summarize a specification?

Add some summary details about the specification to help describe its purpose and use. 1. Click Next to display the Import Details page. 2. Complete the following details: Subject Author Category Keywords Comments Investigation into money laundering at Jelico's. <your name> Intelligence "Alex KURTZ", "money laundering" Specification used to import cellphone billing data as an association chart.
3. Click Save to save the specification. The import specification summary details are now complete, and the specification is now ready to use to import the data. The Import button is now available.
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Importing the Data into a Chart
1.8
After completing the file name, and summary details, you are ready to import the data. You can at this stage specify the layouts that you want to apply to the imported chart items. If you do not specify a chart layout, an appropriate layout based on your import design is applied. For example, if a layout is not specified for data imported based on the One link per row import design, the Import Editor automatically selects and applies the Peacock layout. When you import your data, a progress dialog is displayed, which shows the number of data rows successfully imported. You can save a log file at this stage, to record additional details about the number of entities and links imported. The entity and links you have selected in your import design are automatically converted into chart items with the data you have assigned to them. The template of the chart into which you are importing data governs how those entities and links are displayed. Once the entities and links have been imported, they can be treated like any other chart items, and so you can change their styles, reapply their layouts, add a legend, and so on, as required.
How do I import the data when the specification is complete?

Import the Example 1.txt file with your new My Example 1 Specification. 1. Click Import to import the data. The Importing dialog is displayed. The dialog displays the status Import Complete when the import has finished, and displays the number of entities and links successfully imported in the Messages window.
2. Click Close to close the Importing dialog and to view the resulting chart.
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A chart has been generated and should look similar to that below:
863 555 0102 863 555 0174 863 555 0107 863 555 0156 3 4 863 555 0140 1 2 863 555 0122 1 1 863 555 0143 1 1 1 1 1 1 1 863 555 0103 863 555 0138
863 555 0187
863 555 0165 863 555 0128 863 555 0188
863 555 0173
How do I verify what has been imported?

The easiest way to check that your import specification produces the required result is to check the chart that it produced. By inspecting the resulting chart, you can decide what changes, if any, you need to make to the import specification. The resulting chart shows that: entities 1 and 2 have been interpreted correctly as cellphones the link type between the entities is telephone call all the connections are from Cellphone 863 555 0143, are single connections, show directions and the number of occurrences of the telephone calls
The chart reveals that the import specification has been set correctly as the chart displays the required chart items and relationships you requested.
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To save and close this chart: 1. From the File menu, select Save As. 2. Click OK on the Cover Sheet dialog to display the Save As dialog. 3. Select the folder you created in which to save your charts. Type Example 1 import.anb in the File Name box and click Save. 4. From the File menu, select Close.
After importing your data

You might want to consider doing any of the following: click the Fit Chart in Window button to see all of your imported data. If you are importing into an existing chart, you might want to consider importing into a blank chart first so that you can identify and approve all of your imported items, before merging them into another chart. change the default styles for your entity types and link types so that, for example, certain properties are displayed on the chart, and then re-import the data. save the chart with a Cover Sheet to describe the purpose and content of the chart, and include the name of the import specification.
Refer to the Online Help topics Setting the Default Styles for New Items and About the Cover Sheet for further information.
42
Summary
In this example, you will have learned how to: create an import specification based on a text file understand the stages of creating an import specification select an import design assign data to chart items you want to import import data to create an association chart
1.9
43
Summary
44
2
More Importing Features
This chapter looks at how an existing specification can be used with a new data file, and how the specification can be changed to add more data to the chart.
Contents
Introduction Using New Source Data Files Importing Date and Time Information Importing a Link Style Importing Attributes Summary 46 47 53 58 61 67
45
Introduction
Introduction
The features covered in detail in this example are: using the Import Manager to import data using a selected specification using the Import Manager to duplicate and rename a specification using the Watch facility to preview the data interpretation using the page navigation bar to jump to pages in the Import Editor defining date and time formats for imported items assigning data columns to attributes, for entities and links creating new attribute classes on import
2.1
Scenario
You have requested the billing data for Alex KURTZs cellphone number 863 555 0143 over a month period to see if there are regular calls that Alex KURTZ makes, or if there are any patterns in the calls that he makes.
Objective
You need to take a larger text file containing cellphone billing data, and import the data using the specification that was created in Chapter 1. You need to change the specification so that call dates, times and durations can be imported on all links, and service provider details can be imported as attributes on each cellphone.
Strategy
Working through the instructions in the example you will: duplicate the specification Example 2 Initial Specification (which is the same as Example 1 Specification) to create your working copy My Example 2 Specification confirm that the specification can import the source data file Example 2.txt edit the specification to add more data to the import, and import the data to create an Analysts Notebook chart called Example 2 import.anb
46
Chapter 2: More Importing Features
Using New Source Data Files
2.2
Importing data into Analysts Notebook involves the use of a file containing the data, and an import specification which contains the blueprint for the data interpretation and visualization in the chart. Once a specification has been created, it is not limited to importing data from the original data file that the specification was based on. You can import data from other data files using the same import specification provided that the structure of the data of the original file is present in all the other files you want to import. The Import Manager displays the most recently used data file as a helpful reminder.
The last data file to be imported for an import specification
Using the Watch dialog

When you run an existing import specification with a new data file, you can use the Watch dialog to confirm that the new data file is aligned correctly with your existing import specification. You can choose whether to watch each row in turn, watch up to a selected row, or process all rows until the end of the file is reached.
How do I duplicate an import specification?

You have an existing import specification called Example 2 Initial Specification (an identical version of the specification created in Chapter 1) for importing telephone billing data as an association chart. Duplicate this specification using the Import Manager to create your own working version. 1. Create a new chart using the User Guide Examples template. 2. From the Data menu, select Saved Import Specifications to display the Import Manager.
47
3. Click on the Location column heading to list the specifications by their group locations.
4. Within the Local group locations, select the specification Example 2 Initial Specification. 5. In the Specification Tasks pane, click Duplicate to create a copy of the original specification.
This should be called Copy of Example 2 Initial Specification. 6. Select Copy of Example 2 Initial Specification, and click Rename in the Specification Tasks pane. 7. Rename the specification My Example 2 Specification. The specification is now ready for working with this example.
How do I import a file with an existing specification using Watch?

Your requested months billing data for Alex KURTZ has arrived in a different text file, but with the same structure as Example 1.txt used in Chapter 1. You want to import this data using your My Example 2 Specification and the Watch dialog to confirm that the new data file is aligned with your existing specification. Use the Import Manager to run your existing specification with the Example 2.txt data file. 1. In the list of specifications in the Import Manager, select My Example 2 Specification.
48
2. In the Importing Tasks group, at the top left of the dialog, turn on the Watch import check box.
3. In the Importing Tasks group, click on the task Import with selected specification to display the Select Data File to Import dialog. 4. Use the Look in box to browse to the Import Specifications folder, which can be found at: My Documents\i2\i2 Analysts Notebook 7
49
5. Select the file Example 2.txt, and click Select to display the Watch dialog.
6. Click the Import Row 2 button to watch row 2 being imported. The first row of data is imported, and the check symbol in the Status column indicates that this import was successful. The Selected Row page at the bottom of the dialog displays a summary of the data that was imported for the row.
The Identity for Icon 1 and Icon 2 reveals that the Number and Destination Number data columns are providing the two identities. These are the only data columns that have been assigned in this specification. The data for these two columns in the new data file has been correctly interpreted in this row. 7. Click Import Row 3 to display the status for the next row of data in the data file.
50
Again, the data in the new source file has been correctly interpreted for the Number and Destination Number data columns. 8. Click Import to End to import all of the remaining rows in the data file. When the import process has completed, the status message Import Complete is displayed at the bottom of the Watch dialog. It also displays the number of successfully imported rows, and there were 107 rows imported successfully with no warnings, and no errors. You do not need to make changes to the specification to accommodate the interpretation of the new data file.
9. Click Close to close the Watch dialog and the Import Manager, and to view the resulting chart. An association chart is created using the same import design as the import specification created in Chapter 1, but with more entities and telephone call links.
863 555 0175 863 555 0183 863 555 0156 863 555 0173 863 555 0102 863 555 0171 863 555 0122 555 0133 863 863 555 0194 2 863 555 0193
863 555 0196 863 555 0111 863 555 0154 863 555 0169 863 555 0165
863 555 0116 863 555 0159 1 1 1 2 863 555 0121 2 5 863 555 0108 1 2 863 555 0172 2 1 863 555 0110 3 863 555 0141 555 0135 2 863 3 2 1 1 863 555 0179 2 863 555 0130 1 1 1 2 2 863 555 0128 2 863 555 0148 1 863 555 0132 1 2 1 1 1 863 555 0119 3 1 1 863 555 0174 863 555 0103 1 863 555 0182 863 555 0187 1 863 555 0143 1 2 1 2 4 1 863 555 0137 863 555 0167 1 1 2 1 863 555 0134 2 863 555 0120 555 0117 1 1 863 555 0144 863 863 555 0140 863 555 0163 3 1 3 3 1 1 3 1 2 2 555 0181 1 863 1 3 863 555 0150 863 555 0188 2 863 555 0151 2 1 863 555 0107 863 555 0115 863 555 0164 863 555 0129 863 555 0153 863 555 0186 863 555 0114 863 555 0198 863 555 0113 863 555 0138 863 555 0104
863 555 0191 863 555 0185 863 555 0126
863 555 0157 863 555 0177
863 555 0109 863 555 0125 863 555 0105
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To save this chart: 1. From the File menu, select Save As. 2. Click OK on the Cover Sheet dialog to display the Save As dialog. 3. Select the folder you created in which to save your charts. Type Example 2 import.anb in the File Name box and click Save.
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Importing Date and Time Information
2.3
Typically during your analysis work, more intelligence may be gathered or requested and added to the data source file. Provided that the separators and names of the original assigned data columns have not changed, the new data and unassigned data can be assigned to your entities and links by changing the original import specification. New data file
Unassigned data
New data
Original import design
(use connection count) [Number] [Destination Number]
Comparing the original import design in the previous chapter with the new data file in the above example, you can see that the new data file contains: the Number and Destination Number data columns. The Watch dialog confirmed on page 48 that these data columns can be imported from the new date file without changing the import specification. the Date and Time data columns. These were present in the original data file but unassigned in the previous chapter, but could be assigned to the Telephone Call links to identify the date and time of each call. the Service Provider data column. This is a new data column that was not present in the original data file, and could be assigned to the telephone entities as attributes to denote their service provider.
You are going to change the import design to assign the Date and Time data columns as properties on the link.
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How do I add a date and a time to a link?

Assign the Date and Time data columns to the Date and Time properties for the link in your import design. 1. From the Data menu, select Saved Import Specifications to display the Import Manager dialog. 2. Select the specification My Example 2 Specification in the specification list, and click Edit in the Specification Tasks pane.
The Define Columns page of the Import Editor is displayed. 3. Click the Select Data File button above the preview table to display the Select Data File to Reconnect Specification dialog. 4. Select the Example 2.txt data file and click Select.
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5. Click Assign Columns in the navigation bar to display the Assign Columns page.
6. Click on the link in the import design to display the Link property pages. Make sure that the Date and Time properties are displayed as (not set).
7. Click on the Date data column in the data table, and while holding down the left mouse button, drag it over the Value column for the Date property, and release the left mouse button.
55
8. Click on the Time data column in the data table, and while holding down the left mouse button, drag it over the Value column for the Time property, and release the left mouse button. You have now assigned date and time properties to your import design. Click Save to save your current specification settings.
How do I define a date and time format?

Select the date and time format to be used by the Import Editor to interpret the Date and Time properties assigned to the link. 1. On the Assign Columns page, click Next to display the Date & Time Formats page. 2. Make sure that the Date data column is selected to define its date format. Click on the Date column if it is not highlighted.
The data in the Date data column uses a date format of a day, a short month, and a long year. The date format that the Import Editor recognizes this format is dd MMM yyyy. 3. Type the date format dd MMM yyyy in the Custom format box below the date and time format selection list, if it is not already displayed.
Notice that as you type, the adjacent window on the right displays a sample of how the date format will be interpreted by the Import Editor.
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4. Select the Time data column to define its time format.
5. Type the time format HH:mm time format in the Custom format box, if it is not already displayed.
Once again, the adjacent sample window displays how the data will be interpreted, and 12:44 is the correct format we require. The date and time formats have now been set. Click Save to save your current specification settings.
How do I define the time zone for the imported data?

As you will be importing data into a new chart, you can define the time zone on the Date & Time Format page to govern the time zone of the imported data in the chart. The cellphone billing data in the data file is made up of calls that were made in Florida USA, where the time zone is Eastern Time (N America). Set the time zone for the import specification to use Eastern Time. 1. Click the drop-down arrow on the Time zone of source data drop-down list, and select (GMT-05:00) Eastern Time (N America).
2. Click Save to save your current specification settings.
57
Importing a Link Style
2.4
A property of the link style, referred to as link multiplicity, controls how the links between a pair of entities are displayed. In Chapter 1, we wanted to show the telephone calls between two entities as one link, with the label showing the number of links the connection represents. This is single multiplicity.
3 853 555 0143 863 555 0140
Where you want to import data that relates to a single association between two entities, such as an individual telephone call, you need to show every occurrence of the association. This is multiple multiplicity.
Call Call 853 555 0143 Call 863 555 0140
When you import links with a multiple link style, you can provide a label, and set properties that will be displayed individually for all links in a connection.
How do I change the properties for a link?

Change the link style to show each separate call, and change the label for the link between the cellphone entities from number of occurrences to Call. To do this: 1. Click Assign Columns in the navigation bar to display the Assign Columns page. 2. On the Assign Columns page, click on the link between the two cellphones to display its property page.
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3. Click the Browse button in the Value box for the Multiplicity of Connection property to display the Edit Link Multiplicity of Connection dialog.
4. Select Multiple, and click OK to close the Edit Link Multiplicity of Connection dialog. 5. Click the Browse button in the Value box for the Label property to display the Edit Link Label dialog.
6. Select Value, and type Call in the text box below. 7. Click OK to close the Edit Link Label dialog.
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The import design is updated with the settings you have made and looks like this:
The arrow direction for the link, which was defined in the original specification, does not need to be changed as the call data you are importing is always from cellphone 863 555 0143 to other cellphones. Click Save to save your current specification settings.
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Importing Attributes
2.5
You can import data from your source data file as attributes for any of the entities and links in your import design. There are three basic properties of any attribute that you will need to consider when importing attributes into your chart.
N ationality : British
Male 1
Attribute class = Nationality
Attribute type = text
Attribute value = British
Attribute class
All attributes have a class, for example, Nationality. The class of an attribute defines the attribute and how it is displayed when added to the chart. The template that is used to create the chart you are importing into contains a set of attribute classes. When you want to import data to be used as attributes, you can select from a list of attribute classes that are defined in your template, or select a data column to be used as the basis for a new attribute class.
A suitable attribute class can be selected from the chart template. An attribute class can be defined by a data column, if none of the available attribute classes are suitable.
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How do I define attribute properties for entities?

Define an attribute property from an attribute class in the template to display the Service Provider name on all the called cellphones. 1. Above the property pages, select Icon 2 (Entity) to select the [Destination Number] entity and to display its property pages. 2. Click the Attributes tab to display the Attributes property page, and click New to create a standard attribute property.
3. Click the Browse button in the Attribute Class box to display the Edit Icon Attribute Class dialog.
4. Select Type, and from the Attribute class drop-down list, select Service Provider. Click OK to close the Edit Icon Attribute Class dialog.
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As the type of attribute class for Service Provider is defined in the template, the Type value is automatically supplied and cannot be edited.
5. Click the Browse button in the Value box to display the Edit Icon Attribute Value dialog.
6. Select Single column, and select Service Provider from the drop-down list. 7. Click OK to close the Edit Icon Attribute Value dialog. The Service Provider attribute has now been defined for the called cellphones.
How do I create an attribute class from the imported data?

Create an attribute class from the Duration data column to display the duration of each call as an attribute. 1. On the Assign Columns page, click the link in the import design to display its property pages. 2. Click the Attributes tab to display the Attributes property page. 3. Click on the Duration data column in the data table, and while holding down the left mouse button, drag it over the Attributes page, and release the left mouse button.
A new attribute class has been created called Duration with a standard Type of Text, and the Value box is automatically assigned the Duration data column. The Duration attribute class has now been completed. Click Save to save your current specification settings.
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How do I change the chart layout for the import?

The original specification that this specification was based upon used the Peacock Layout with a standard target separation of 1 inch (2.5 cm). As this specification will import many entities and many links in the connections, the current layout will produce a chart with many crossed links. You want to change the layout to the Grouped layout so that the entities are spaced evenly apart, and set a minimum separation of 3 inches (7.6 cm) to avoid crossed links. 1. Click Import Details in the navigation bar to display the Import Details page. 2. In the Layout imported items using area, click Change to display the Select Layouts dialog.
3. Select Peacock Layout in the Layouts Applied list, and click the Remove button. 4. Select Grouped Layout in the Available Layouts list, and click the Add button. 5. In the Size area, set the Target Separation to 3.00 inches (7.6 cm). 6. Click OK to close the Select Layouts dialog.
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How do I change the specification summary details?

The original specification contained summary information relevant to the chart produced in chapter 1. Change the summary information to describe the import example in this chapter. 1. With the Import Details page still displayed, amend the Comments box with the following text: Specification used to import cellphone billing data with date, time, duration and service provider details as an association chart. 2. Click Save to save the completed specification. 3. Click Import to display the Watch dialog. 4. Click Import to End to import the Example 2.txt data. The dialog displays the number of rows imported successfully when the import is complete. 5. Click Close to close the Watch dialog and the Import Manager, and to view the resulting chart.
S erv ice P rov ider: 123 Talk
863 555 0150
863 555 0148
S erv ice Prov ider: O mega
863 555 0144
S erv ice Prov ider: G eneral Phones
863 555 0151
S erv ice Prov ider: C ar Fones
863 555 0141
Serv ice P rov ider: A BC C ellphones
863 555 0153
Serv ice P rov ider: A B C C ellphones
863 555 0140
S erv ice Prov ider: C ar F ones
863 555 0154
S erv ice P rov ider: O m ega
863 555 0138
Serv ice P rov ider: G eneral Phones
863 555 0156
863 555 0137
863 555 0157
863 555 0135
S erv ice P rov ider: C ar F ones
863 555 0159
S erv ice P rov ider: A B C C ellphones
863 555 0134
863 555 0163
S erv ice Prov ider: O m ega
863 555 0133
863 555 0164
863 555 0132
S erv ice P rov ider: G eneral P hones
863 555 0165
863 555 0130
0:05:15 0:14:08 0:12:51 S erv ice P rov ider: C ar F ones
Call Call
0:06:24
C all
0:04:25
C all
0:12:17 0:12:17
C all C all
0:10:57
Call
C all
863 555 0167
C all 0:04:58 0:10:26 C all
C all
C 0:12:00 all C all 0:06:07 C 0:12:05 all 0:04:43
C all
C 0:08:43 all C 0:12:11 all 0:10:18 C all
Call
S erv ice P rov ider: General P hones
863 555 0129
C all 0:05:10 0:08:59 C all
0:10:48
C all0:10:45 0:14:55
0:03:10 C all 0:07:14
C all
S erv ice Prov ider: A B C C ellphones
863 555 0169
0:05:13
Call
0:13:03
C all
S erv ice Prov ider: 123 T alk
863 555 0128
0:09:49
C all
0:11:50
C all
0:07:04
Call
0:12:45
C all
0:13:10
C all
0:07:55
Call
863 555 0171
0:04:45
C all
0:05:35
C all
0:10:03
C all
Serv ice P rov ider: 123 T alk 0:04:26
863 555 0126
Call
0:04:26
C all
0:08:43
Call
0:10:22 0:08:34 0:06:47
C all
Call
C all
863 555 0172
0:13:21
C all
0:09:11
C all
863 555 0125
0:12:31
C all
0:11:24
C all
0:10:39
C all
863 555 0173
0:11:44
C all
0:11:38
C all
0:13:20 0:03:25
Call
Call
863 555 0122
0:13:56 0:11:48 0:11:48 0:04:47 0:13:56
C all
C all
C all
0:09:16 0:05:04 0:09:16
C all
C all
C all
C all
C all
863 555 0174
0:12:42
C all
863 555 0143
0:13:54 0:06:38
C all C all
863 555 0121
0:03:58 0:11:04
C all
C all
0:12:25 0:08:58
C all
C all
0:04:43 S erv ice P rov ider: C ar Fones
C all
0:11:40 S erv ice P rov ider: O m ega
Call
863 555 0175
863 555 0120
0:14:00
C all
0:08:44
C all
0:12:20
Call
0:10:31 Serv ice P rov ider: C ar F ones
C all
S erv ice P rov ider: G eneral P hones
863 555 0177
863 555 0119
0:08:31
C all
0:06:26
C all
0:09:36
C all
0:15:00
Call
0:05:56 S erv ice P rov ider: C ar F ones
C all
0:05:56
C all
0:08:17
C all
863 555 0179
863 555 0117
0:04:00
C all
0:10:28
Call
0:12:55
C all
0:07:22
C all
0:13:35
C all C all
0:08:09
C all
0:06:12
S erv ice Prov ider: G eneral Phones
863 555 0181
0:12:12
C all
0:11:30
Call
863 555 0116
0:11:55
Call
C all0:11:26 0:10:55 Call C all
C all
0:09:34
0:11:13
0:05:28
Call
0:14:33
Call
S erv ice P rov ider: 123 T alk
863 555 0182
C 0:11:31 all 0:09:27

0:03:35
C all
0:13:51
C all
863 555 0115
Call
0:13:12 0:14:29 0:06:48
C all C all C all
0:09:37 0:13:08
C all C all
0:03:16 0:05:10 0:03:16
C all C all C all
0:04:47
C all
Serv ice P rov ider: O m ega
863 555 0183
863 555 0114
863 555 0185
863 555 0113
863 555 0186
863 555 0111
863 555 0187
863 555 0110
863 555 0188
863 555 0109
863 555 0191
863 555 0108
Serv ice P rov ider: 123 T alk
863 555 0193
863 555 0107
863 555 0194
Serv ice P rov ider: A B C C ellphones
863 555 0105
S erv ice P rov ider: 123 T alk
863 555 0196
863 555 0104
S erv ice Prov ider: A B C C ellphones
863 555 0198
863 555 0102
863 555 0103
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The association chart shows all of the calls made by the cellphone 863 555 0143 over a period of a month, displayed as a grouped chart layout. Each link displays the duration of the call as an attribute. Note: To display the date and time of the calls imported for each link, set the Display property for the Link Default Styles to display the Date & Time. See the topic Editing Link Properties - Display in the Online Help. You will need to re-import the data, after setting this option to display the date & time on all imported link. To save this chart: 1. Click Save. 2. Click OK on the Cover Sheet dialog to display the Save As dialog. 3. Select the folder you created in which to save your charts. Type Example 2 import.anb in the File Name box and click Save. 4. From the File menu, select Close.
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Summary
In this example, you will have learned how to: use the Import Manager to import data using a selected specification use the Import Manager to duplicate and rename a specification use the Watch facility to preview the data interpretation use the page navigation bar to jump to pages in the Import Editor define date and time formats for imported items assign data columns to attributes, for entities and links creating new attribute classes on import
2.6
67
Summary
68
3
Importing Timeline Data
This chapter describes how to modify data in the Import Editor so that it is displayed in a format appropriate for event frames, such as combining fields to provide unique identities. The chapter also describes how to create a specification that takes into account data with fixed column widths.
Contents
Introduction Importing Data in Spreadsheets Transforming Data Importing a Timeline of Event Frames Adding Information to Event Frames Managing the Appearance of a Timeline Chart Completing the Import Details Summary 70 71 74 78 84 89 93 95
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Introduction
Introduction
The features covered in detail in this example are: selecting a worksheet imported from a spreadsheet
3.1
creating a new data column by combining two existing data columns using a column action assigning data columns to a theme line and linked event frame import design adding data to an event frame that is missing in the source data file importing controlling items
Scenario
During the investigation, surveillance is set up outside Jelicos restaurant to record a description of the people entering the restaurant and the vehicles parked in its parking lot. From running a check on the license plates, colleagues have produced a spreadsheet containing a description of the visiting owners and their vehicles, and the time the visitors entered and left the restaurant.
Objective
You need to import a spreadsheet to produce a timeline chart of the observed events that took place at Jelicos. The data needs to be manipulated in the Import Editor so that it is suitable for displaying in event frames.
Strategy
Working through the instructions in the example you will: create an import specification called My Example 3 Specification based upon the Example 3.xls spreadsheet set up the specification to import a theme line with linked event frames, and apply chart layouts suitable for timeline charts import the data to create an Analysts Notebook chart called Example 3 import.anb
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Chapter 3: Importing Timeline Data
Importing Data in Spreadsheets
3.2
When you create an import specification based on an Excel spreadsheet, the Import Editor automatically recognizes the spreadsheet data format and allows you to select a worksheet as your data source.
How do I import data in an Excel worksheet?

Create a new specification based upon the Example 3.xls data file, and import the data from the Jelicos Surveillance Data worksheet. 1. Create a new chart based upon the User Guide Examples template. 2. From the Data menu, select Import from File to display the Select Data File to Import dialog. 3. Use the Look in box to browse to the Import Specifications folder, which can be found at: My Documents\i2\i2 Analysts Notebook 7
71
Importing Data in Spreadsheets
4. Select the Example 3.xls data file, and click Select to display the Select Worksheet page of the Import Editor.
The Select Worksheet page displays the worksheet names that are available for selection in the Example 3.xls file. There is only one worksheet in this spreadsheet, Jelicos Surveillance Data. This is currently selected and the Import Editor displays the interpretation of the worksheet data as data columns in the preview table. You need to confirm that each column contains consistent data. 5. If necessary, use the scroll bars to view all of the interpreted data columns. All the data has been consistently interpreted, and rows 10 and 11 have blank Descriptions. Replacement text can be imported for these at a later stage. See How do I replace blank values with fixed text? on page 87. 6. Click Save to display the Save As dialog.
7. Delete the text in the Name box and type My Example 3 Specification.
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8. Select the Local option, and click Save to save your specification to the local group.
How do I ignore the heading row?

As there is a heading row in the data file, you want to import all the data rows but not the heading row. To do this: 1. Click Next to display the Select Rows page. 2. Turn on the Extract column headers from row check box, and type 1 in the adjacent box. The first row of data is displayed with a strike-through in the preview table, and the row text is displayed as the data column headings at the top of the table.
3. Make sure that the Ignore rows starting with check box is turned off. 4. Click Save to save your specification settings. 5. Click Next to display the Column Actions page.
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Transforming Data
Transforming Data
3.3
There may be situations where data in your source file needs to be adjusted, or transformed, before it can be displayed on a chart, and importing data into event frames is a good example. When importing data into event frames, more information is visible on the chart, and some thought should be given to how the data in the file is presented in the event frame. Events tend to have common and regularly used identities, such as Meeting, Sighting, and so on, however their identities must be unique if more than one of the same type of event is to be used.
A prefix can be added to the license plate data column so that whenever it is used, it is prefixed with Vehicle .
The licence plate data column and the event type data column can be combined to provide unique identities.
Vehicle 229HHR Arrives
A man and a woman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brown leather suitcase. She is brunette and has glasses. Both middle-aged. A12 Officer 23 Sep 2006 12:31 DS01
Column actions
Column actions are the adjustments, or transformations, that you can make to any data column. You can apply any number of actions to a data column; they can include the following main types of transformation: add prefix or suffix change capitalization remove unwanted characters replace set values, for example M for Male, and F for Female join a data column to another data column, either before or after the original data column, for example First Name Last Name, or Last Name First Name
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create a new data column out of two existing data columns separated by a space or a character
When you apply an action to a data column, the relevant data column in the preview table is highlighted with an icon as a reminder. The reminder is useful because it tells you that an action will be applied to the data column, even if you join the data column with another data column. Data Columns Title Action = None First Name Action = prefix with Title, separate with space Last Name Action = Add First Name, separate with space
Importing Last Name alone imports the data columns: Title First Name Last Name
How do I create a new data column?

Create a new data column called Event Identity by combining the Event and Date data columns. To do this: 1. With the Column Actions page displayed, click New to display the New Column dialog.
2. In the Enter the name of the new column box, type Event Identity. 3. From the Source Columns list select License Plate, and click Add to add it to the Joined Columns list.
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Transforming Data
4. Add the (space) and Event source columns to the Joined Columns list using the same method. 5. Click OK to create the Event Identity data column. The preview table on the Specify Actions page should look like this:
Note: Scroll to the right if you cannot see the Event Identity column. You have now created a data column that can be used to provide a unique identity for each imported event frame. The Event Identity column is displayed in yellow, indicating that it is a custom data column.
How do I add an action to a data column?

To help analysts recognize that the event frame identity includes a license plate number, prefix the combined data in the Event Identity data column with the text Vehicle. 1. On the Column Actions page, select the Event Identity data column. 2. From the Available Actions list, select Add Prefix and click Add to add the action to the Actions Applied list. A box is displayed to enable you to type your prefix text.
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3. Type Vehicle (and an additional space) in the Prefix to be added before text box. As you type, notice how the data in the Event Identity data column is prefixed with the text that you have entered, and that the column heading now displays the action icon.
4. Click Save to save your column action settings.
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Importing a Timeline of Event Frames
3.4
To import a timeline of event frames associated with a theme line, you have to import two entities: an entity for the theme line an entity that will be reproduced for the event frames
Typically, each row of data will contain information that will be used for the identities of these entities. To reproduce the relationship for each new event frame with the theme line, the theme line identity needs to be re-imported for each row of data. JFK Airport JFK Airport JFK Airport JFK Airport B1235 Landed 12:05 A1625 Landed 12:14 X1725 Landed 12:23 V5463 Landed 12:31 data file
import design
Entity 1 Link
Entity 2
resulting chart
JFK Airport Sighting Sighting Sighting Sighting B1235 Landed A1625 Landed X1725 Landed V5463 Landed
01 Jan 2006 12:05
01 Jan 2006 12:14
01 Jan 2006 12:23
01 Jan 2006 12:31
Entity 1 is merged with each new row imported producing a single theme line, but with separate associated event frames which have unique identities.
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An import design can be selected from the design gallery that has event frames linked to theme lines. You can then choose which data columns are to provide the identities for these two entities, and define the link label.
.
How do I select a theme line import design?

Select a predefined import design that will produce a chart where an event frame is linked to a theme line for each row of data. To do this: 1. On the Column Actions page, click Next to display the Select Design page. 2. Select the Linked event and theme line per row import design.
3. Click Next to display the Assign Columns page. The import design area contains a theme line and an event frame with no identities.
4. Click Save to your import design selection.
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How do I add data to a theme line?

You are ready to start assigning data and properties to your import design. First start with the theme line that will represent Jelicos restaurant. You need to define its identity, icon, and date. 1. If it is not already selected, select the theme line. 2. On the Assign Columns page, click the Location data column, and while holding down the left mouse button, drag it over the theme line icon in the design area, and release the left mouse button. Text displayed under the theme line icon shows the identity of the theme line as [Location]. 3. With the theme line still selected, scroll down to the bottom of the Entity property page so that you can see the Description property. Click the Date data column, and while holding down the left mouse button, drag it over the Value box for the Description property, and release the left mouse button. Some of the properties for the theme line entity are completed for you with standard settings, such as representation and label, however you need to set the entity type to define which icon the theme line will use. 4. Click the Browse button in the Value box of the Type property to display the Edit Theme Line Type dialog.
5. Click the drop-down arrow on the Palette drop-down list and select Locations. 6. Click the drop-down arrow on the Type drop-down list and select Bar. 7. Click OK to close the Edit Theme Line dialog.
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The completed theme line properties and standard settings should now look like this:
8. Click Save to save your theme line property settings.
How do I add data to an event frame?

There are three data columns in the data file that you can assign to the import design to help define the imported event frames. Assign the Event Identity, Date and Time data columns to the properties for the event frame. 1. Select the event frame in the import design area. 2. Click the Event Identity data column, and while holding down the left mouse button, drag it over the event frame in the design area, and release the left mouse button. The identity for the event frame is now displayed as [Event Identity]. 3. With the event frame still selected, click the Date data column, and while holding down the left mouse button, drag it over the Value box for the Date property, and release the left mouse button. 4. Click the Value box for the Time property, and click the (not set) text so that edit mode is started. Type [ to display a drop-down list of values. Scroll down the list and select [Time]. 5. Make sure that the value for the Controlling property is set to Yes.
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The event frame in the import design now displays your data column assignments.
6. Click Save to save your event frame property settings.
How do I add data to a link?

You want the links between the theme line and the event frames to be Sighting type links. To do this: 1. Select the link in the import design area. 2. Click the Browse button in the Value box of the Type property to display the Edit Link Type dialog.
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3. Click the drop-down arrow on the Palette drop-down list and select Individuals. 4. Click the drop-down arrow on the Type drop-down list and select Sighting. 5. Click OK to close the Edit Link dialog. 6. Click the Browse button in the Value box of the Label property to display the Edit Link Type dialog. 7. Select Same as Type name and click OK. In the import design area, notice that the link label is set to (same as Type). This means that each link in your chart with display the Sighting link type as its label. 8. Click Save to save your link property settings.
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Adding Information to Event Frames
3.5
Event frames can be used to show up to eight separate pieces of information on the chart. In addition to the identity and date & time details, which were assigned in the last section, you can also add the following details to each event frame: Description Type icon and shade color Type name Grades Source type Source reference
The source data file Example 3.xls contains description details and a car color, which can be imported into the event frames. All other details can be supplied as fixed properties (that is the same type icon and name) for each event frame. Supplied from properties in the Import Editor
Vehicle 229HHR Arrives A man and a woman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brown leather suitcase. She is brunette and has glasses. Both middle-aged. A12 Officer 23 Sep 2006 12:31 DS01
Supplied from source data file
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How do I define the icon display properties?

The currently assigned properties for the event frames are the identity (and label), and a date & time. Set the properties of the event frame to import a Car entity type with color shading derived from the Car Color data column. 1. Select the event frame in the import design. 2. Click the Browse button in the Value box of the Type property to display the Edit Event Frame Type dialog.
3. From the Palette drop-down list, select Transport, and from the Type dropdown list select Car. 4. Click OK to close the Edit Event Frame Type dialog. 5. Scroll down to the bottom of the Entity property page so that you can see the Shade Color property. Click the Value box for the Shade Color property, and click the None text so that edit mode is started. Type [ to display a drop-down list of values, and select Car Color.
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How do I define the information grading and source properties?

You want to import each event frame with the same grading, and specify for each event frame a source of Officer and a source reference of DS01. 1. Click the Browse button in the Value box for the Grade One property to display the Edit Event Frame Grade One dialog.
2. Select Grade, and from the Grade drop-down list select A. 3. Click OK to close the Edit Event Frame Grade One dialog. 4. Set the Grade Two and Grade Three properties as follows: Grade Two Grade Three 1 2
5. Click on the Browse button in the Value box for the Source Type property to display the Edit Event Frame Source Type dialog.
6. Select Source type, and type Officer. 7. Click OK to close the Edit Event Frame Source Type dialog.
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8. Click in the Value box for the Source Reference property, and click the (blank) text so that edit mode is started. Type DS01. 9. Click Save to save your event frame property settings. The completed properties for the event frame should now look like this:
How do I replace blank values with fixed text?

The Example 3.xls data file contains a data column of information, which provides a description of the sightings of cars arriving and leaving Jelicos restaurant. However, two rows of data are missing description information. Use the Event Description data column to provide a description for each event frame, and provide a fixed text description for the two data rows where the data is missing. 1. With the event frame still selected in the design area, click the Browse button in the Value box for the Description property to display the Edit Event Frame Description dialog. 2. Click Insert Column, and from the drop-down list, select the Description data column.
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3. Turn on the Replace blank values with check box, and type No details available in the box below.
4. Click OK to close the Edit Event Frame Description dialog. 5. Click Save to save your property settings. You have now assigned all the data columns and properties required for this import example.
How do I define date and time formats for event frames?

You are going to import a date & time for each event frame so that each event frame can be imported as a controlling item. Define the formats for the Date and Time data columns so that they can be interpreted correctly by the Import Editor. 1. Click Next to display the Date & Time Format page. 2. Select the following date and time formats for the Date and Time data columns: Date Time dd MMM yyyy HH:mm
Refer to How do I define a date and time format? on page 56 for further instructions. 3. Click the drop-down arrow of the Time zone of source data drop-down list, and select (GMT-05:00) Eastern Time (N America). Click Save to save your specification settings.
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Managing the Appearance of a Timeline Chart
3.6
When you import entities and links into a chart, the default styles that have been defined in the chart template change how the entities and links are displayed. When importing event frames linked to theme lines, the default styles affect: the link style between the event frame and the theme line the information displayed for the event frame and theme line
When linking theme lines to event frames you can choose to divert the theme line through the event frame, or display the link between the event frame and the theme line.
Jelico's 23 Sep 2006
Sighting
Vehicle 229HHR Arrives A man and a w oman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brow n leather suitcase. Woman is brunette and has glasses. Both middle-aged. A 12 Officer 23 Sep 2006 12:31 DS01
Non-diverted connection
Vehicle 229HHR Arrives A man and a w oman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brow n leather suitcase. Woman is brunette and has glasses. Both middle-aged. A 12 Officer 23 Sep 2006 12:31 DS01
Diverted connection You can set this default style for the link connection before importing the data.
How do I confirm the default style for the link connections?

Confirm that your chart does not have a diverted segment wiring height set as the default style. 1. Click the Close button to close the Import Editor. 2. Click the Analysts Notebook chart area to make it active, and from the Format menu, select Set Default Styles to display the Set Default Styles dialog.
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Managing the Appearance of a Timeline Chart
3. Select Link\Connection to display the Connection page.
The Connection page confirms that the Segment Wiring Height is set to Not Diverted when event frames are connected to a theme line. If the Segment Wiring Height is set to another option, select Not Diverted. Do not close the Set Default Styles dialog.
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Standard Event Frame Display Settings
3.7
The standard display settings in your chart affect which items of data are displayed on the chart. Event frames and theme line representations have their own set of display settings. You can decide to show some or all of the data you have imported by using these display settings.
Vehicle 229HHR Arrives A man and a woman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brown leather suitcase. She is brunette and has glasses. Both middle-aged. A12 Officer 23 Sep 2006 12:31 DS01
Turning on the display settings ensures that the imported data is displayed on the chart.
Turning off the display settings ensures that specific imported data is hidden. You can set the default display properties for your event frames and theme lines before you import the data. Note: The default styles also govern how text and color styles are used on your imported event frames and theme lines. Refer to the topic Setting the Default Style for New Items in the Online Help for further information.
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Standard Event Frame Display Settings
How do I set the default display properties for the chart?

In this example, you want to show the label and date on the theme line, and all of the display settings for your event frames except Link Area and Type Name. 1. With the Set Default Styles dialog still open, select Event Frame\Display to display the Display page for event frames. 2. Make sure that the following display settings are turned on:
3. Select Theme Line\Display to display the Display page for theme lines. 4. Make sure that the following display settings are turned on:
Note: Icons are always displayed for theme lines and cannot be turned off. 5. Click OK to close the Set Default Styles dialog. You have now set the standard display settings to allow the imported data to be displayed on the chart.
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Completing the Import Details
3.8
When you select an import design, the Import Editor automatically selects appropriate chart layouts to allow you to read the imported data more easily. For the Linked event and theme line per row import design, the Import Editor automatically selects the following temporal layouts in the order: Theme Line Layout Ensures that theme lines are spaced out evenly in their vertical position. Ordered Layout Ensures that event frames are positioned with an even amount of space between them. You can adjust the settings for these layouts on the Import Details page, if for example you want to increase or decrease the spacing, or remove the layouts. For this example, we are going accept the standard settings. To complete the import specification, you need only complete the summary details.
How do I complete the specification and import the data?

Complete the specification by adding the summary details to help describe the purpose of the specification, save the specification, and import the data. 1. From the Data menu, select Saved Import Specifications to display the Import Manager. 2. Select your My Example 3 Specification, and from the Specifications Task pane click Edit to display the Import Editor. 3. Click Import Details in the navigation bar to display the Import Details page. 4. Add the following summary details: Subject Surveillance record for Jelicos restaurant on 16 Sep 2006 <your name> Surveillance Jelicos, "Alex KURTZ" Specification used to import a surveillance record as a timeline chart.
Author Category Keywords Comments
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5. Make sure that the Watch import row by row check box is turned off. 6. Click Save to save your completed import specification. 7. Click Import to import the Example 3.xls data file. The import progress bar is displayed. The dialog displays the number of entities and links imported when the import has completed successfully.
8. Click Close to close the progress bar, and to view the resulting chart.
Jelico's Link Vehicle 229HHR Arrives A man and a woman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brown leather suitcase. Woman is brunette and has glasses. Both middle-aged. A12 Officer 23 Sep 2006 17:31 DS01 Link Vehicle 196VRL Arrives A man arrives in a black estate and enters the restaurant. He is short and stout with short blonde hair and is wearing a sports jacket. A12 Officer DS01 Officer Link Vehicle 111BUR Arrives Young couple arrive in sports car and enter restaurant. Man carries a small black case. Both early 30s and well tanned. A12 DS01 Link Vehicle 759OIP Arrives A middle-aged man arrives in green sedan and enters the restaurant. Wears check suite and sunglasses and is carrying a large grey breifcase. A12 Officer DS01 Link Vehicle 653WER Arrives Mature couple arrive in silver sedan and enter the restaurant. The woman is carrying a handbag and both wear glasses. A12 Officer DS01 Link Vehicle 196VRL Departs The man with the short blonde hair leaves the restaurant and drives off. A12 Officer DS01 Officer Link Vehicle 653WER Departs Mature couple leave restaurant and drive off in same car as they arrived in. A12 DS01 Link Vehicle 229HHR Departs A man and a woman leave the restaurant in the sedan car that they arrived in. The man is carrying a suitcase. A12 Officer DS01 Link Vehicle 111BUR Departs No details available A12 Officer DS01 Officer Link Vehicle 759OIP Departs No details available A12 DS01
23 Sep 2006 17:35
23 Sep 2006 17:43
23 Sep 2006 17:50
23 Sep 2006 17:57
23 Sep 2006 20:03
23 Sep 2006 20:45
23 Sep 2006 23:25
24 Sep 2006 00:07
23 Sep 2006 22:31
How can I improve the appearance of the resulting chart?

There are two things that you can do now to improve the appearance of your chart. You can: move the theme line up to reveal the links and their Sighting labels. turn on the time bar to show the date and time positions for each event frame as markers on the time bar. Display the Description for the theme line to show the date 23 Sep 2006.
Your chart should look similar to that below:

0 13:00 Saturday 23rd September 2006 Saturday 23rd September 2006 14:00 15:00 16:00 17:00 17:31:10 17:32 17:33 Saturday 23rd September 2006 Saturday 23rd September 2006 17:34 17:35 17:36 17:37 17:38 17:39 17:40 17:41 17:42 17:43 17:44 Saturday 23rd September 2006 17:45 17:46 17:47 17:48 17:49 Saturday 23rd September 2006 17:50 17:51 17:52 17:53 17:54 Saturday 23rd September 2006 17:55 17:56 18:00 18:30 Saturday 23rd September 2006 19:00 19:30 20:00 20:10 Saturday 23rd September 2006 20:20 20:30 20:40 Saturday 23rd September 2006 21:00 21:15 21:30 21:45 22:00 Saturday 23rd September 2006 22:15 22:30 22:40 22:50 23:00 Saturday 23rd September 2006 23:10 23:20 23:30 23:40 23:50 00:00 00:10 Sunday 24th 01:00 02:00
Sighting
Sighting
Sighting
Sighting
Sighting
Sighting
Sighting
Sighting
Sighting
Sighting
Vehicle 229HHR Arrives A man and a woman arrive in a blue sedan car and enter the restaurant. He has black cropped hair and is carrying a brown leather suitcase. Woman is brunette and has glasses. Both middle-aged. A12 Officer 23 Sep 2006 17:31 DS01
Vehicle 196VRL Arrives A man arrives in a black estate and enters the restaurant. He is short and stout with short blonde hair and is wearing a sports jacket. A12 Officer DS01
Vehicle 111BUR Arrives Young couple arrive in sports car and enter restaurant. Man carries a small black case. Both early 30s and well tanned. A12 Officer DS01
Vehicle 759OIP Arrives A middle-aged man arrives in green sedan and enters the restaurant. Wears check suite and sunglasses and is carrying a large grey breifcase. A12 Officer DS01
Vehicle 653WER Arrives Mature couple arrive in silver sedan and enter the restaurant. The woman is carrying a handbag and both wear glasses. A12 Officer DS01
Vehicle 196VRL Departs The man with the short blonde hair leaves the restaurant and drives off. A12 Officer DS01
Vehicle 653WER Departs Mature couple leave restaurant and drive off in same car as they arrived in. A12 Officer DS01
Vehicle 229HHR Departs A man and a woman leave the restaurant in the sedan car that they arrived in. The man is carrying a suitcase. A12 Officer DS01
Vehicle 111BUR Departs No details available A12 Officer DS01
Vehicle 759OIP Departs No details available A12 Officer DS01
23 Sep 2006 17:35
23 Sep 2006 17:43
23 Sep 2006 17:50
23 Sep 2006 17:57
23 Sep 2006 20:03
23 Sep 2006 20:45
23 Sep 2006 23:25
24 Sep 2006 00:07
23 Sep 2006 22:31
Save the chart, and call it Example 3 import.anb.
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Summary
In this example, you will have learned how to: select a worksheet imported from a spreadsheet
3.9
create a new data column by combining two existing data columns using a column action assign data columns to a theme line and linked event frame import design add data to an event frame that is missing in the source data file import controlling items
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Summary
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4
Importing Complex Relationships
This chapter describes how to select specific data in the source file for importing different entity and link types into your chart. The chapter describes how to create a custom import design to define how these entity and link types are associated in the chart.
Contents
Introduction Importing Comma Separated Data Excluding Rows of Data Creating Custom Import Designs Importing Financial Details on Individual Links Completing the Import Details Summary 98 99 102 103 109 113 116
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Introduction
Introduction
The features covered in detail in this example are:
4.1
setting up a custom import design using entity and link types in a template excluding specific rows in the source data file setting up a link style setting up attributes to be used on the imported links defining certain data column separators as text
Scenario
You want to see the journal of transactions between Jelicos main bank account held by Alex KURTZ, which is 0012-3936 at Second International Bank, USA and other receiving accounts. You want to pinpoint the accounts to which the money was transferred, and the dates, methods and amounts of the transactions.
Objectives
You are going to import a journal in comma separated (.csv) format to show the money transactions from the account held by Alex KURTZ, and the dates when these transactions were made. You want to create an import design that uses several entity types and link types which exist in the template.
Strategy
Working through the instructions in the example you will: create an import specification called My Example 4 Specification based upon the source data file Example 4.csv set up the specification to import five entities and four links, and apply a Grouped chart layout import the data to create an Analysts Notebook chart called Example 4 import.anb
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Chapter 4: Importing Complex Relationships
Importing Comma Separated Data
4.2
A common format of source data files for importing data into Analysts Notebook is the comma separated file format. Files of this format always have the file extension .csv and are typically created by Microsoft applications which separate each piece of data, usually a spreadsheet cell, with a comma when saved in this format.
How do I import a comma separated file?

Create a new specification based upon the Example 4.csv comma separated file. 1. Create a new chart based upon the User Guide Examples template. 2. From the Data menu, select Import from File to display the Select Data File to Import dialog. 3. Use the Look in box to browse to the Import Specifications folder, which can be found at: My Documents\i2\i2 Analysts Notebook 7 4. Select the Example 4.csv file, and click Select to display the Import Editor.
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Importing Comma Separated Data
The Import Editor detects that repeated comma characters are used in the source data file, and automatically turns on the Comma check box and selects Delimited.
How do I define certain separator characters as text?

The data table correctly shows the column headings in row one as individual data columns. These column headings are as follows: Account Holder Account Number Bank Receiving Account Number Account Type Receiving Bank Dollar Amount Settlement Date Payment Method
In the third and eighth rows, the text Credit Union is displayed in the Dollar Amount data column. This is because the comma, which is used as part of the banks name (that is Tagura, Credit Union) has been interpreted as the beginning of the next data column. This comma has been prefixed in the data file with a special character (/), which you can use to tell the Import Editor to treat the comma as text. The / character is not imported.
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1. Delete the text in the Preceded by box and type / (a forward slash). The data preview table is updated to show Tagura, Credit Union as one data item in rows three and eight. The data items for the remaining data columns appear in their correct data columns.
2. Click Save to display the Save As dialog.
3. Delete the text in the Name box and type My Example 4 Specification. 4. Select Local and click Save to save your specification to the local folder.
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Excluding Rows of Data
Excluding Rows of Data
4.3
The data preview table can be a useful tool for not only reviewing how the data file has been interpreted, but also for reviewing which rows of data have been marked for excluding from the Import. In Chapter 1, you excluded certain rows of data which were prefixed with a special character. You can also exclude any row of data by highlighting individual rows, or blocks of rows, and then setting them to be excluded. This might be useful when you want to exclude non-essential information from the import, such as comments or date and time information generated at the top and bottom of a data file. Excluded rows appear with a strike-through on the Select Rows page, and then are removed from the preview table when you click Next. When you exclude rows, their row numbers are also excluded from the preview table.
How do I exclude certain rows of data from the import?

The data file contains a row of headings, and two rows of comments that are not required to be imported. Exclude the heading row and include all the rows of data except the comment rows marked with # (hash symbol). 1. Click Next to display the Select Rows page. 2. Turn on the Extract column headers from row check box, and type 1 in the adjacent text box. The contents of the first row of data are now displayed as the headings for the preview table, and the first row of data is displayed with a strike-through, including the row number.
3. While holding down the Ctrl key, select row 2 and row 22, and click Exclude Selected Rows. Row 2 and 22 now appear with a strike-through, including their row numbers. For example:
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Creating Custom Import Designs
4.4
The Select Design page contains most of the typical blueprints with which you would want to import data. The gallery on this page includes blueprints for association and timeline charts using two different entity types and one link type. For situations where you need to import a complex relationship between three or more entity types for each row of data, the gallery includes an option to create your import design from scratch. You use an empty design area to add the number of entity representations and links that you need.
(same as Type) (not set) (not set) (same as Type) (not set)
(same as Type)
(not set)
The import design that you create must accommodate each row of data that you import. In the diagram above, for example, the import design will need to import four different identities from each row of data, and reflect the associations between these entities in the import design. Entity identities are typically defined from the imported data, whereas link labels are typically set as part of the link properties.
How do I create a custom import design?

Create a custom import design that has five entities with icon representations. 1. Click Next twice to display the Select Design page. 2. Select the User-defined items and links per row gallery option and click Next to display the Assign Columns page. A blank design area is displayed for you to begin creating your import design.
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3. Click the drop down-arrow on the Add New Entity button, and from the dropdown list select Icon. Click in the left side of the design area to add a new entity.
4. Using the same method, add two entities to the right of this entity, and another two below it to match the example below:
5. Click on the Account Holder data column, and while holding down the left mouse button, drag the pointer over the top left icon to assign its identity. 6. Assign the following data columns to the remaining unassigned icons in the design area: Top-middle icon Top-right icon Bottom-left icon Bottom-right icon Account Number Receiving Account Number Bank Receiving Bank
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When you have assigned data columns to all five entities, the design area should look like this:
How do I create the links between the entities?

Draw links to associate the five entities in the design area. 1. Click the Add New Link button. The pointer changes to a cross:
2. While holding down the left mouse button, drag the link from the [Account Holder] entity to the [Account Number] entity, and release the left mouse button. A directed link with a label (same as Type) is now displayed between the [Account Holder] and [Account Number] entities.
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3. Repeating step 1, draw three further links: between [Account Number] entity and [Receiving Account Number] entity between [Account Number] entity and [Bank] entity between [Receiving Account Number] entity and [Receiving Bank] entity When you have drawn all four links, the design area should look similar to that below:
How do I select the entity types for the entities?

Select the entity types (and their icons) for the five entities displayed in the design area. 1. Select the [Account Holder] entity to display its property pages. 2. On the Entity property page, click in the Value box for the Type property, type m to display a list of all entity types beginning with m and select Male. ,
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3. Select the [Account Holder] entity in the design area. The Male icon is now displayed.
4. Repeat steps 1 and 2 and assign the following entity types to the remaining four entities: [Account Number] entity [Receiving Account Number] entity [Bank] entity [Receiving Bank] entity Entity type = Account Entity type = Account Entity type = Bank Entity type = Bank
The entity types have been assigned to all your entities, and the design area should now display the following icons:
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How do I select the link types for the links?

Define the link types (and labels) for the four links in the design area, and define their link directions. 1. Click the link between the [Account Holder] and [Account Number] entities to display its property pages. 2. On the Link property page, click in the Value box for the Type property, type a and select Account Holder from the drop-down list.
The link type for the link between [Account Holder] and [Account Number] is now set to Account Holder. The links label is set to (same as Type) and so the link label will be displayed as Account Holder when imported. 3. Repeat step 2 and assign the following link types to the remaining three links: Link between [Account Number] and [Receiving Account Number] Link between [Receiving Account Number] and [Receiving Bank] Link between [Account Number] and [Bank] Link type = Transaction Link type = Owner Link type = Owner
The link types have been assigned to all your links. As the remaining link labels are also set to (same as Type), their link Type settings will be displayed as their labels on import. Click Save to save your current specification settings.
108
Importing Financial Details on Individual Links
4.5
A link property can be set in the specification so that each link imported represents one financial transaction. The details about the financial transactions in the source data file, such as the amount and payment method, can be imported on each link as attributes.
How do I specify link properties?

As described in Importing Additional Information on page 35, the property pages for entities and links contain settings which help to speed up specification creation. However, you should consider whether these standard settings are appropriate for the chart you are going to create. For example, you want to produce a chart that shows the individual financial transactions between the Jelicos bank account and other receiving accounts, and the dates these transactions were made.
Transaction 18 Sep 2006 Account Holder Alex KURTZ 629274826-45632837 Transaction 23 Sep 2006 476499855-560532808
Owner
Owner
Second Interstate Bank
Second International Bank
The standard settings for link multiplicity is Single, which is suitable for the Account Holder and Owner links as only one link is needed to display these associations. However, the multiplicity setting for the link between the accounts should be set to Multiple to show each transaction. The arrow direction and date that you assign to the links will also be displayed on each transaction link. Set the link multiplicity, arrow direction and date for the links between the bank accounts. 1. Select the link between the two accounts to display its property pages. 2. On the Link property page, click in the Value box for the Multiplicity of Connection property, type m and select Multiple from the drop-down list.
109
3. Click the Browse button in the Value box for the Direction property to display the Edit Link Direction dialog.
4. Make sure that the Direction from Icon 2 to Icon 3 option is selected, and select Icon 2 to Icon 3 from the drop-down list. 5. Click OK to close the Edit Link Direction dialog. 6. With the link still selected, click the Settlement Date data column, and while holding down the left mouse button, drag it over the Value box for the Date property, and release the left mouse button. The transaction link property settings should look like the following:
110
You have now completed the link properties for your import specification. Note: Although you have assigned a date to the links between the accounts, the date will only be displayed on the chart if the date display property for the link default style is turned on. See Standard Event Frame Display Settings on page 91. Click Save to save your current specification settings.
How do I add attributes to a link?

Add an Amount and Payment Method attribute class to the link between the accounts in the design area, and assign the Dollar Amount and Payment Method data columns to them. 1. With the link between the accounts still selected, click the Attributes tab to display the Attributes property page. 2. Click New to create a new attribute property.
3. Click in the Class box, type d and from the displayed drop-down list select Dollar Amount.
4. Click on the Dollar Amount data column, and while holding down the left mouse button, drag it over the Value box and release the left mouse button. 5. Repeat steps 2 to 4 to create the Payment Method attribute class using the Payment Method data column. Once you have created the attributes and assigned the data columns, the Attributes page should look like this:
111
How do I define the format for imported dates?

You have assigned a date to the links that you will import as the transactions between the accounts. You need to specify the format for these dates so that the Import Editor can interpret them correctly. To do this: 1. Click Next to display the Date & Time Formats page. 2. Make sure that the Settlement Date data column is selected, and select the date format dd MMM yyyy. Refer to How do I define a date and time format? on page 56 for further instructions. The date format is now set. Click Save to save your current settings.
112
4.6
The chart you are going to create by importing a small journal of financial data includes sets of bank accounts and sets of owning banks. It would be useful to see whether any of the accounts that Alex KURTZ has paid money into are owned by the same banks, or are owned by different banks. One useful way of showing this is to arrange the entities into different groups, that is group the accounts that are owned by the same banks. The Grouped Layout is the most appropriate layout for this task. It will create groups of connected entities, and display the most connected entities in the centre of the chart.
How do I change the resulting layout?

Set the import specification to automatically apply the Grouped layout on importing the data. 1. Click Next to display the Import Details page. 2. In the Layout imported items using area, click Change to display the Select Layouts dialog. 3. Select Grouped Layout from the Available Layouts list, and click Add. 4. In the Size area, set the Minimum Separation to 1.50 inches (3.75 cm). 5. In the Central Group area, turn on the Central Group Required check box. The completed dialog should look like this:
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6. Click OK to close the Select Layouts dialog.
Completing the import specification and importing the data

You are now ready to import the Example 4.csv data file. 1. Complete the following summary properties to help other users understand the content and purpose of the specification. Subject Journal of transactions of account 629274826-745632837 between 01 Sep 2006 and 01 Oct 2006. <your name> Intelligence "Alex KURTZ", Jelicos, "account transactions" Specification to import a journal of financial transactions for use in intelligence analysis in the JELICOS case.
Author Category Keywords Comments
2. Make sure that the Select import items and Watch import row by row check boxes are turned off. 3. Click Save to save your specification settings. 4. Click Import to import the Example 4.csv data file. The import progress bar is displayed. The dialog displays the number of rows imported when the import has completed successfully.
114
5. Click Close to close the progress bar, and to view the resulting chart. A chart has been generated and should look similar to that below:
Se cond Intersta te Bank A lex KURTZ
Taguara, C redit Union O wner
584356844-264549732
Owne r
782779276-369477749
Owner
A ccount Holder 162898004-953120588 Owner
TownCorp UK
Transa ction
152 ,124.45 P ay ment M ethod = C ash
Owne r
Tra nsaction
1 5,156.35 P ay ment M ethod = C ash
196048200-338533282 603294789-527926325 O wner
Transaction
18,27 9.47 P ay m ent M et hod = C ash
439703190-833325147
397710740-806299566 Transa ction

23,42 3.78 P ay m ent M et hod = C heck
Transaction
17 ,263.74 P a y ment M ethod = C heck
O wner
214.68
Transact ion
7,593 .37
P ay me nt M etho d = C a sh
Transa ction
Owne r
P ay m ent M e thod = C heck
338548839-796529411 Transaction
6,372.7 1 P ay men t M etho d = C he ck
Owner
649274826-745632837 Transaction
6, 387.59
Binkleys International Transaction Owner
Transaction P ay ment M ethod = C ash 8, 267.84

P ay ment M ethod = C ash
231.49
P ay men t M etho d = C he ck
476499855-560532808 Transact ion
303874314-575479745
18,473. 50
Trans action
6,2 53.62 P ay ment M ethod = C ash
Owne r
P ay me nt M etho d = BA C S
Owner Transact ion Transaction

7,362. 72 P ay m ent M eth od = BA C S
Owner
6,352.5 6
P ay me nt M etho d = BA C S
Owner
490826427-195775747
243110358-658528446
Second Direct
Owner Transaction
16,382 .27 P ay m ent M eth od = C h eck
135724246-571995377 658480346-110660672 Tra nsaction

14,814.2 1 P ay men t M etho d = C ash
Tra nsaction
23 6.72 P ay ment M ethod = C heck
Tra nsaction
32,739.5 1 P ay men t M etho d = BA C S
462796270-284016609
474870026-630851983
Owner
O wner
695184767-568296432
Owne r
Owner Second Inte rnational Bank
767243040-609714388
To save this chart: 1. From the File menu, select Save As. 2. Click OK on the Cover Sheet dialog to display the Save As dialog. 3. Select the folder you created in which to save your charts. Type Example 4 import.anb in the File Name box and click Save. To conclude this tutorial, you might want to combine the finished charts from Examples 2 and 3 into this finished chart to create a composite chart showing the telephone calls, the surveillance and financial transactions all related to Alex KURTZ and Jelicos restaurant. See the topic Copying Charts in the Online Help.
115
Summary
Summary
In this example, you have learned how to:
4.7
set up a custom import design using entity types and link types in a template exclude specific rows in the source data file set up a link style set up attributes to be used on the imported links define certain data column separators as text
116
Index
A
Additional information 35 Assigning data to chart item identities 33 Attribute classes 61 creating 63 Attributes importing properties 62 links 111
D
Data excluding rows of 102 for event frames 81, 82 ignoring heading rows 27, 73 importing comma separated values 99 importing from spreadsheets 71 importing into a chart 40 importing new files 47 in spreadsheets 71 replacing blank values 87 selecting rows to import 26 Data columns 26, 50, 53 separator characters 100 Date & Time data defining a format 56, 88, 112 importing 53 importing on links 54 Default styles 89 Defining column separator characters as text 100 date and time formats 56, 88, 112 Drawing links between entities 105 Duplicating import specifications 47
C
Chart layouts 64, 113 Choosing import designs 29 Comma separated data 99 Comma-delimited files 10 Commented rows of data 26 Cover Sheet 42, 52, 115 Creating attribute classes 63 custom import designs 103 import specifications 23
117
Index
E
Entities importing properties 35 Entity types defining 106 Event frames display settings 89, 91 importing data for 81 Example material charts 18 specifications 18 Excel spreadsheets 10, 71 worksheets 71 Excluding rows of data 102
H
Heading rows ignoring 73
I
Icon shading 85 Identities assigning data to 33 Ignoring heading rows 27 Import designs choosing 29 creating custom 103 Import Editor contextual help 12 creating and editing modes 12 overview 11 Import Manager importing and specification tasks 13 overview 13 Import specifications creating 23 duplicating 47 naming the examples 19 overview 10 saving 24 Import status 40
F
File types 10
G
Grades importing 86 Grading information 86
118
Index
L
Link types defining 108 Links connections 89 drawing between entities 105 importing attributes on 111 importing properties 37, 109 importing styles 58 multiplicity 58, 109 properties 37, 58 Local group specifications 24
R
Replacing blank data values 87
S
Saving import specifications 24 Selecting rows of data 26 Specifications example material 18 summary information 39, 65, 93, 114 Spreadsheets 10, 71 Status Bar 17
N
Naming the example import specifications 19
O
Online help 16 Overview of process 10
T
Tab-delimited files 10 Text files 10, 23 importing 23 Text formats 10
P
Pen-Link data files 10 Product documentation 14 Properties attributes 62 changing 58 entities 106 icon shading 85 links 109
Theme lines data 80 display settings 92 importing data for 80 Time zones 57 Tooltips 17
119
Index
U
Using example material 18 Online Help 16 the Watch dialog 48 Watch dialog 47
V
Verifying imported data 41
W
Watching 47 Watching the import 48 Working with example charts 18 example specifications 18
120
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User Guid Importing

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i2 Analysts Notebook 7

Warning and Disclaimer

2: More Importing Features

i2 Analysts Notebook 7 User Guide: Importing

3: Importing Timeline Data

4: Importing Complex Relationships

i2 Analysts Notebook 7 User Guide: Importing

About This Guide

Chapter 1, A Simple Import

i2 Analysts Notebook 7 User Guide: Importing

About This Guide

Chapter 2, More Importing Features

Chapter 3, Importing Timeline Data

Chapter 4, Importing Complex Relationships

Initial Capitals Italic

Enter the name SMITH. C:\Program Files\i2

Dates and times

i2 Analysts Notebook 7 User Guide: Importing

About This Guide

i2 Analysts Notebook 7 User Guide: Importing

About This Guide

i2 Analysts Notebook 7 User Guide: Importing

i2 Analysts Notebook 7 User Guide: Importing

About the Importing Process

Comma-delimited files Tab-delimited files Microsoft Excel spreadsheets

.csv .tsv .xls, .xlw

Pen-Link data files

i2 Analysts Notebook 7 User Guide: Importing

Use specification with a specific text file

The Import Editor

i2 Analysts Notebook 7 User Guide: Importing

i2 Analysts Notebook 7 User Guide: Importing

The Import Manager

Details of the chart contents

History of the import specification

i2 Analysts Notebook 7 User Guide: Importing

Using the Documentation

i2 Analysts Notebook 7 User Guide: Importing

Using this guide

Structure of the examples

i2 Analysts Notebook 7 User Guide: Importing

Working through the examples

Using the Online Help

Viewing the help

i2 Analysts Notebook 7 User Guide: Importing

Tooltips and the Status Bar

i2 Analysts Notebook 7 User Guide: Importing

Using the Example Files

Working with the example specifications and data

i2 Analysts Notebook 7 User Guide: Importing

Creating and naming your example import specifications

i2 Analysts Notebook 7 User Guide: Importing

i2 Analysts Notebook 7 User Guide: Importing

i2 Analysts Notebook 7 User Guide: Importing

i2 Analysts Notebook 7 User Guide: Importing

Chapter 1: A Simple Import

Importing Data from a Text File

How do I create an import specification?

i2 Analysts Notebook 7 User Guide: Importing

Importing Data from a Text File

How do I save an import specification to the Local group?

i2 Analysts Notebook 7 User Guide: Importing

Chapter 1: A Simple Import