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WebFOCUS Managed Reporting End User`s Manual Version 7

1. Infarmation Builders WebFOCUS WebFOCUS Managed Reporting End User s Manual Version 7 Release 7 02 DN4501010 1110 Cactus EDA EDA SQL FIDEL FOCUS Information Builders the Information Builders logo iWay iWay Software Parlay PC FOCUS RStat TableTalk Web390 and WebFOCUS are registered trademarks and DataMigrator and Magnify are trademarks of Information Builders Inc Adobe the Adobe logo Acrobat Adobe Reader Flash Adobe Flash Builder Flex and PostScript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and or other countries Due to the nature of this material this document refers to numerous hardware and software products by their trademarks In most if not all cases these designations are claimed as trademarks or registered trademarks by their respective companies It is not this publisher s intent to use any of these names generically The reader is therefore cautioned to investigate all claimed trademark rights before using any of these names other than to refer to the product described Copyright 2011 by Information Builders Inc and iWay Software All rights reserved Patent Pending This manual or parts thereof may not be reproduced in any form without the written permission of Information Builders Inc WebFOCUS Contents POT AGG ieienscsncndesctensenscsnnavnassecsunucunssunusteusenscisusdescteusenscsascunussacsenwstnssusustuuseuvcususceene 7
2. Specify Highest 4 7 Click OK The main Control Panel window appears In the Measures pane the Quantity measure is blue to indicate that sorting specifications have been defined Click the Run button at the bottom of the Control Panel As shown in the following image the report now shows Quantity sorted from high to low with the highest four values appearing B QUARTER StoreName PRODTYPE 4 Quantity amp Line Cost Of Goods Sold Q2 eMart Digital 115 102 24 971 512 00 Q2 Audio Expert Digital 111 421 28 064 250 00 Q1 eMart Digital 108 221 24 990 368 00 at Audio Expert Digital 105 983 25 092 678 00 Procedure How to Remove Sorting Criteria for a Measure You can remove sorting specifications for a measure whether the measure appears or is hidden 1 2 WebFOCUS Managed Reporting End User s Manual Open the OLAP Control Panel In the Measures pane click the measure for which you want to remove sorting specifications Clear the Sort check pane Click OK 149 Sorting Data Sorting Dimensions There are several ways in which you can sort dimensions in an OLAP hierarchy You can l Control the order in which data is sorted ascending or descending 4 Restrict sort field values to a specified number of either highest or lowest values 4 Assign a rank number to each row in a vertically sorted report m Shift the positions of sort fields in the report For example you can change from sorting
3. cccccecececeececeeseeeeeeseeeeseseeeeseseeesees 108 Deferred Status Delete Confirmation MESSQ QES cceccecceeeeceeceeceeceesusecseeseseesaees 109 5 Analyzing Data in an OLAP Report sssss 111 We Do It Every Day Typical Web QUETY cccccccececceceeeeeeceecececeeeececuececesueauceseeseeeeerseseees 112 Running OLAP Examples ccccceceeeececeecececeeceeeeeceeaeaeceeeeceseeseceseeeceseeseeeeeeeseees 113 OLAP Reporting REQuireMentts cccceccecececceceeeeeecueceaecuecececeecesesuesesasueseseeeeseserseseseeees 120 OLAP Enabling Daldisccccccscncdsctcsiccete sctevtesboxvet snteeb lends ictonsi2twarecctesdiredeectveteskos cee deteoee 121 OLAP Enabling a Report cc ccccccecececceceeecceceeeecesnececeececeeeceeceecenecesercecescreeceeerees 121 OLAP TErmMiNGlOSy save2evisesceusioenspunedaawsicciablveavan sees cdadae tiwnle Seok ve tees E R ESEESE 124 Characteristics Of AN OLAP REPOMt ccccceceeeeceeeeeeeeeeeeeeeeeesecseeeceteeeeeaeauseeeeguseseeseseeanens 125 Three Ways of Working With OLAP Dat ccccececceceeeeeceeeeeeceeeececeececeseeeeceseeaeeeeesseeeees 128 THERON ae caweas Soden ted a a ce feasts yasecsascawmusete sates nasneeeaueenentyaee 128 Selections Panes oseni arare enie e a Er ae a EE EEE AREE 128 OLAP Control Panel snccccc esssetandecescqavsacencencgese ssn e E e a E E Ea REES 130 Drilling Down On Dimensions and MEASULSES
4. 1 J 4 E Done 5 Click the Run button on the Control Panel WebFOCUS Managed Reporting End User s Manual 165 Sorting Data In the new report Quantity and Line Cost of Goods Sold are repeated horizontally for each month as shown in the following image E MONTH ot 02 B StoreName PRODTYPE Quantity S Line Cost Of Goods Sold Quantity amp Line Cost Of Goods Sold Av VideoTown Analog 147 35 280 00 9124 1 982 103 00 Digital 1426 299 504 00 10 823 2 334 172 00 Audio Expert Analog 14 061 2 281 228 00 34 413 7 254 037 00 Digital 14 062 3 432 741 00 39 905 9 674 622 00 City Video Analog 1 097 199 968 00 576 145 184 00 Digital 1382 339 594 00 805 136 405 00 Consumer Analog 1801 369 868 00 2835 639 082 00 Merchandise Digital 3 580 800 913 00 3 232 766 052 00 Tv Ci Analog 3 257 683 014 00 7959 1 466 033 00 Digital 6 281 1 470 194 00 14 269 3 761 723 00 Web Sales Analog 86 18 889 00 165 37 831 00 Digital 136 33 877 00 204 47 392 00 leMart Analog 6 407 1 282 935 00 44 944 9 869 545 00 Digital 10 737 2 632 355 00 42 786 9 826 681 00 Procedure How to Sort by a Field Without Displaying the Sort Column To use a field to sort your data but not show the sort field as a column in the report 1 Open the OLAP Control Panel 2 Select a field in the Drill Down or Drill Across pane 3 Click the Sort button The sort pane opens 4 Under Sort Order click the Hide check pane 5 Clic
5. 4 Click the report and select Run or Run Deferred to execute the report Creating Reports in Dashboard 34 In this section Working With Shared Reports Uploading Data Files Amper Auto Prompting Saving Parameter Selections How to Create or Delete a My Report in Dashboard Copy a Shared Report and Save it as a My Report Create a Custom Report in Dashboard Copy or Move a Custom Report in Dashboard Create or Delete New Custom Report Folders Edit a Custom Report Reference Dashboard Text Editor You can create My Reports using Reporting Objects You can also copy a Shared Report and save and modify it as your own My Report In addition you can create new reports from scratch in the Custom Reports folder Custom Reports enable you to create your own reports using a reporting tool or the text editor Reporting tools include InfoAssist Report Assistant Graph Assistant and Power Painter The tools you have access to are dependent on how your MR Administrator configured the Dashboard environment and whether or not you are assigned the Advanced privilege Depending on which tool you use to create your report you can edit your report using the same tool or the text editor You can change the name of your Custom Report from the Properties window and you can create new folders in the Custom Reports folder From Custom Reports you can also upload import an external data file for use in one of the available reporting tools For de
6. Drill Down on a Measure When BY ACROSS Fields Are Under the Same Dimension When you drill down on a measure in a report with at least one By and one Across dimension field under the same root dimension both the By and Across fields are hidden and the subordinate element s in the same dimension becomes By fields in the new report In effect the report is filtered based on the values of the dimensions As a result the sorting controlled by both hidden and visible dimensions remains in effect 1 Run the Standard Report OLAPREP4 In the report Continent is a By field and Region is an Across field Both are in the Geographic Area dimension 2 Click the CANADA_DOLLAR value of 56 280 934 in the Continent row for AMERICAS under the Region CENTRAL AMERICA as shown in the following image v Measures w Graph Continent Region Country All vy All vy All v RISK_CLASS Risk Factor Eale Iv JE Al hm orap pm Run PF Reset r Save _ Help J E Region CENTRAL AMERICA EASTERN EUROPE FAR EAST Continent Balance CANADA_DOLLAR Balance CANADA_DOLLAR Balance AMERICAS 40 200 667 56 280 934 EUROPE 121 977 597 170 768 636 ASIA 202 660 842 WebFOCUS 5 Analyzing Data in an OLAP Report Example The report now looks like the following image Country v Measures w Graph Continent Region AMERICAS v CENTRAL AMERIJ Y v RISK_CLASS Risk Factor a v e orap
7. The Save option saves the My Report or Custom Report to a special folder Deferred Reports Output in the Domains My Reports tab The description of the My Report or Custom Report is the description that appears in the Deferred Report Status Interface along with the date and time the My Report or Custom Report was created Note This option does not appear for users with the User role Users with the User role cannot save report results to the Managed Reporting Repository 4 Run Available for reports without parameters when the report status is completed or queued The Run option runs the report deferred again 4 Parameters Available for reports with parameters when the report status is completed or queued The Parameters option allows you to review or change report variables Changing report variables generates a new report that does not overwrite the original request Note Deferred reports run from within any report development tool do not have an option to view or change amper variable parameter values in the Deferred Status Interface window Under certain circumstances WebFOCUS is unable to submit the request to run in deferred mode This can occur for example when the WebFOCUS Reporting Server is unavailable When WebFOCUS is unable to submit a deferred request a Deferred Receipt Notification window opens notifying you of the failure WebFOCUS 4 Using the Deferred Report Status Interface Deferred Report Expiration Set
8. To see the results of the new sort options click Refresh Deferred Report Status 98 The status of deferred requests are organized under the following sections within the Interface Completed Indicates that the Deferred Receipt request has finished processing 4 Running Indicates that the Deferred Receipt request is processing Queued Indicates that the Deferred Receipt request is queued for processing q Unknown Indicates that the Deferred Receipt request cannot be identified This can occur when the file containing the deferred report results cannot be found For more information see Deferred Report Expiration Setting on page 101 The following image shows a sample Deferred Report Status window with one completed report and two Queued reports WebFOCUS Information Refresh Sort By Date sj Delete X Help Refresh every seconds min 5 seconds Enable Refresh I Completed Date Time Submitted Domains Description Expires In Options Friday April 29 2005 1 35 37 Acme Filter 29 days Delete view Save Run PM Manufacturing Queued Date Time Submitted Domains Description Options Friday April 29 2005 1 36 03 Acme Graphing Delete PM Manufacturing Options Friday April 29 2005 1 35 50 Acme Cars Delete PM Manufacturing Column headings provide information about the Standard Report including the date and time the Standard Report was submitted the domain of origin a description
9. 4 Add Page to add a page that contains content blocks 4 Add Library Page to add a page that contains the Report Library user interface You can also add the Watch List interface after adding a library page 4 Add Schedules Page to add a page that contains the ReportCaster user interface 4 Add Deferred Status Page to add a page that contains the Deferred Status user interface Note You will not be able to view Library or Schedule pages if you do not have access to ReportCaster or the Report Library Enter the tab name in the Page Description text box Click Update When a page is added it is added as the last page You can rearrange the order of the content pages using the Move Left Move Right or Set Default buttons The Set Default button promotes the current page to the first page Note When creating a content page wait until all page items appear before using the buttons on the page If an error occurs due to premature use of the buttons refresh the page using your browser Refresh button Publishing Reports to Content Pages in Dashboard The Publish option provides a single step method to add a report to a launch block within a content page in Dashboard This option is available to users with the ability to personalize the view The Publish option is only available for Standard Reports and My Reports when you right click a report in the Dashboard Domain Tree or from any of the following Dashboard items 4 Favorites lis
10. ARTI MONTH Product Type Line Cost Of Goods Sold v v Digital v Product Category Product Name AE 7 e OLAP pm Run e Reset re Savel Help Line Cost Of Product Category Quantity Goods Sold CD Players 16 328 1 616 472 00 Camcorders 12 841 9 159 550 00 Cameras 305 60 695 00 DVD 2 669 901 00 Digital Tape Recorders 2 028 324 00 PDA Devices 12 529 308 00 5 Click the Run button on the band below the Selections pane WebFOCUS Managed Reporting End User s Manual 207 Displaying Graphs and Reports As shown in the following image the graph appears in a pane above the report You can see at a glance that PDA Devices constituted about 1 3 of digital sales at the Audio Expert store in Q2 y Measures v Graph Manufacturing Plant State Store Name YEAR QUARTER all v F all Audio Expert v F all Q2 MONTH Product Type Product Category Product Name All Digital All All v h 4 e oap Pp Run r Reset r Save _ Help Quantity m CD Players DB Camcorders O Cameras T Digital Tape Recorders Line Cost Of E Product Category Quantity Goods Sold CD Players 16 328 1 616 472 00 Camcorders 12 841 9 159 550 00 305 60 695 00 13 959 2 669 901 00 20 206 2022 2240 Procedure How to Graph a Measure From the Control Panel 1 Run the Standard Report OLAPREP4 2 Open the Control Pa
11. The sort pane opens WebFOCUS Managed Reporting End User s Manual 173 Performing a Calculation on a Measure 4 Under Measures Calculations choose Percent from the drop down list as shown in the following image then click OK to see the calculation as a prefix for the measure in the Measures pane WebFOCUS OLAP Control Panel Web Page Dialog Dimensions P Location gt Time Period gt Product Dimension Line Cost Of Goods Sold M Sort Measure Calculations Ce High to Low Percent z Low to High l Rank 1 2 3 Highest 5 Ok lt Cancel rRun_ P Save P Help PSelection Criteria 5 Click the Run button at the bottom of the Control Panel 174 Ux WebFOCUS 5 Analyzing Data in an OLAP Report The report now breaks down sales for each product at each plant as a percentage of total sales as shown in the following image Percent E PLANT Product Category Quantity Line Cost Of Goods Sold Boston Camcorders 172 592 16 42 TOTAL Boston 172 592 16 42 St Louis Camcorders 135 629 12 55 TOTAL St Louis 135 629 12 55 Boston PDA Devices 118 550 11 56 TOTAL Boston 118 550 11 56 St Louis PDA Devices 84 158 8 24 TOTAL St Louis 84 158 8 24 Orlando Camcorders 69 611 6 49 TOTAL Orlando 69 611 6 49 Dallas Camcorders 64 712 5 88 Notice that the subtotals have been removed from the report because the breakdown by plant is no longer suitable for the data WebFOCUS Managed Rep
12. WebFOCUS 5 Analyzing Data in an OLAP Report WebFOCUS Online Analytical Processing OLAP enables you to view and quickly analyze data in order to make critical business decisions WebFOCUS Managed Reporting End User s Manual 111 We Do It Every Day Typical Web Query We Do It Every Day Typical Web Query In this section Running OLAP Examples Suppose that you own a small business in New York and are exploring a partnership with a company in Oakland California You need to get to a Monday morning meeting How do you go about arranging your flight Most likely you go online First you check available flights on the airline that holds your frequent flyer miles You discover that your frequent flyer carrier requires a change of planes and you would prefer a direct flight so you look at routes and fares for other airlines In New York you can get to LaGuardia JFK and MacArthur airports on Long Island In California you can fly into Oakland or San Francisco While you would prefer to fly out on Sunday and return Tuesday morning you could consider a Saturday flight to California and a return flight on the red eye Monday night if fares and schedules are better You begin your search by airline and then look at options for each departure point and destination by day time and price Another approach is to start with an online consolidator enter the times you can fly and see what flights and fares are availabl
13. WebFOCUS WebFOCUS Reader Comments In an ongoing effort to produce effective documentation the Documentation Services staff at Information Builders welcomes any opinion you can offer regarding this manual Please use this form to relay suggestions for improving this publication or to alert us to corrections Identify specific pages where applicable You can contact us through the following methods Mail Documentation Services Customer Support Information Builders Inc Two Penn Plaza New York NY 10121 2898 Fax 212 967 0460 E mail books_info ibi com Web form http www informationbuilders com bookstore derf htm Name Company Address Telephone Date Email Comments 212 736 4433 Information Builders Two Penn Plaza New York NY 10121 2898 DN4501010 1110 WebFOCUS Managed Reporting End User s Manual Version 7 Release 7 02 Infarmation Builders WebFOCUS WebFOCUS Managed Reporting End User s Manual Version 7 Release 7 02 Information Builders Two Penn Plaza New York NY 10121 2898 er Printed on recycled paper in the U S A
14. icon for the content block you wish to edit 2 Select the Enable Scroll Buttons or Enable Scroll Bars option button 3 Click Save Hiding the Toolbar in a Content Block How to Hide the Toolbar in a Content Block When you hide the content block toolbar automatic block refresh functionality is not available Additionally scrolling is automatically set to use scroll bars because scroll buttons are not available when the block toolbar is hidden WebFOCUS Managed Reporting End User s Manual 91 Editing a Content Block Procedure How to Hide the Toolbar in a Content Block 1 From the Add Block or Edit Block window select the Hide Block Toolbar check box Block Type Launch List Folder Output Tree Favorites Note You may only select one item for Launch Folder or Output blocks Content List Remove Clear Block Name Block name will be the heading text of the block E Deactivate Block Lock Block Hide Block Toolbar MS Office output options Automatic Block Refresh lt Enable Scroll Buttons Enable Scroll Bars Save Cancel Note The Lock Block and Automatic Block Refresh check boxes are available to administrators only 2 Click Save 92 WebFOCUS 3 Creating Dashboard Content Selecting Content Layout How to Add a Column Adjust Column Width From the Layout window you can change the content block layout You can select a different
15. 1 Click the Measures drop down list in the report or open the OLAP Control Panel by clicking the OLAP button as shown in the following image xj Messures y Y Graph V cost ra PRICE v Profit The check marks indicate that the measures will appear in the report output Click the Profit check box again The following image shows the Measures drop down list in the OLAP Control Panel with the Profit check box selected as a Graph icon EEEN crapn Vv COST ra PRICE r Profit The Graph icon replaces the check mark This icon indicates that the measure will appear with its associated bar graph 3 Click the Run button to display the new report output WebFOCUS 6 Visualizing Trends in Reports Notice that the report now contains a new column to the right of the Profit measure This column displays a horizontal bar chart comprised of bar graphs that visually represent the individual data values for the Profit measure as shown in the following image WebFOCUS Managed Reporting End User s Manual EEATT L PLANT L STATE L STORE a y a j a x L YEAR L QUARTER MONTH L a j a y a y a x PRODCAT PRODNAME a j a x PAGE 1 Product Our BiName Cost Price S Profit 110 VHS C Camcorder 20 X 744 759 00 1 043 859 00 299100 120 VHS C Camcorder 40 X 796 943 00 1 227 723 00 430780 E 150 8MM Camcorder 20 X 1 303 440 00 1 732 489 0
16. 1 235 460 00 Merchandise eMart 2 892 285 00 21 045 462 00 168 191 00 3 196 951 00 1 706 370 00 9 184 335 00 Reference Parameter Report Options From the amper auto prompting launch page you have the following options auton Descent Click this button to run the report Click this button to reset the parameter selections The save option is only available if the Administrator has assigned you the Save entered values privilege and you run a Standard Report with parameters from the domain tree Clear Output Click this button to clear the report output area 52 WebFOCUS 2 Using Dashboard n oe UUE E Select this check box to open the report in a new browser window Double click splitter bar to hide parameters for full screen report view Double click splitter bar again to return to the Show Hide Parameters original parameters and report view Customizing the Amper Auto Prompting Facility You can customize the look and feel of the amper auto prompting facility by editing the launch page template file you are using All of the available launch page templates are located in the ibi WebFOCUS 77 ibi_html javaassist ibi ntml describe directory The default template is autoprompt_top css If you want to customize the banner create an image save it in the describe directory and change the background image property which is shown in bold type in the following Cascading Style Sheet CSS code idBan
17. 194 WebFOCUS 5 Analyzing Data in an OLAP Report 6 Select the Range check pane 4 Inclusive and Exclusive options buttons appear To show the range including the dates specified choose Inclusive the default From and To drop down lists open for all selectable options By default the current date appears 7 Specify values for the From date For example a Change the current year to 2001 by using the spin buttons b Select June from the Months drop down list to change the current calendar month c Select 6 from the Days drop down list to change the current calendar day 8 Specify values for the To date For example a Change the current year to 2001 by using the spin buttons b Select July from the Months drop down list to change the current calendar month c Select 6 from the Days drop down list to change the current calendar day WebFOCUS Managed Reporting End User s Manual 195 Limiting Data 196 The following image shows the selections WebFOCUS OLAP Control Panel Web Page Dialog Dimensions Click a Box to Add gt Problem gt Time Period E Date Problem Reported values 1E Year Problem Occurred Values 1E Quarter Problem Occurred Values Co Month Problem Occurred 21x Eh Date Problem Reported Inclusive v Range f M J Exclusive From Year Months Days z001 4 aune ale E i To Year Months Days m a e A t Run P Save P Help ok
18. 3 Alias 4 Data Type WebFOCUS Managed Reporting End User s Manual 49 Creating Reports in Dashboard Format If you change any of the attributes for a field click the Apply button to apply the changes and refresh the data 8 When all fields have been reviewed enter a valid name in the File Name input box Spaces are not allowed and use the Application Directory menu to select where you want the file created 9 Click Next to upload the file Two files are created Master File Comma delimited data file DAT Note If a file with the same file name already exists a dialog box is displayed prompting you to allow file replacement Reference Upload Data File Considerations lt When uploading data from a supported text file the file must have the same type of data in each field and the same fields in every row 4 When uploading data from an Excel spreadsheet The data must be arranged in an appropriate tabular format and the spreadsheet must have the same type of data in each column and the same fields in every row The data must be stored in the first worksheet of the workbook 4 Cells with formulas and special characters are not supported For example if percentages are used the cells should be formatted using the percentage data type and should not have the percentage special character in the cell 4 Excel files must be saved in a binary format To ensure this open an Excel file select File se
19. 5 Analyzing Data in an OLAP Report 3 Right click Line Cost of Goods Sold and choose Visualize as shown in the following image This applies a data visualization bar graph to each value in the column QUARTER at Store Name PRODTYPE AV VideoTown Analog Digital Audio Expert Analog Digital City Video Analo Digital Consumer Merchandise Analog Digital Quantity 35 255 Sortby Highest 42 423 Sort by Lowest 149 913 202 488 visualize 12 014 13 747 13 341 28 577 Line Costs of Goods Sold Note The options available may vary depending on your OLAP format settings For more information see Setting OLAP Reporting Options on page 122 The display changes as shown in the following image The bar graphs still do not reveal a trend Store E QUARTER Name PRODTYPE uanti Line Costs of Goods Sold a1 AV VideoTown Analog 35 255 8 850 654 08 W Digital 42 423 11 368 866 22 E Audio Expert Analog 149 918 36 160 817 58 EE Digital 202 488 55 513 860 29 M City Video Analo 12 014 2 934 173 67 Digital 13 747 3 576 721 79 ff Consumer Analog 13 341 3 354 737 82 l Merchandise Digital 28 577 7 615 056 30 W Ty City Analo 36 467 8 401 966 46 W Digital 78 920 22 653 221 65 i Web Sales Analo 1 090 359 785 82 Digital 1 658 556 750 75 eMart Analog 185 637 46 482 367 45 ME Digital 206 791 55 576 175 93 M Q2 AV VideoTown Analog 22 525 5 635 67015 E Digital 2 314 12 710 259
20. Digital 10 823 2 331 172 00 Audio Expert Analog 34 413 7 254 037 00 Digital 39 905 9 674 622 00 City Video Analog 576 145 184 00 Digital 805 136 405 00 You want to create a matrix in which data is sorted horizontally by month and vertically by store and product type 3 Click the square icon next to MONTH to open the Control Panel 4 Select Month in the Drill Down pane and click the Pivot button 164 WebFOCUS 5 Analyzing Data in an OLAP Report Month moves into the Drill Across pane as shown in the following image e WebFOCUS OLAP Microsoft Internet Explorer E WebFOCUS OLAP Control Panel Web Page Dialog 2 xi File Edit View Favorites Tools Help Dimensions Click a Box to Add Ga gt i a Back amp JQ Search Se Favorite Location Q x B A gt Time Period Address E http localhost 8080jibi_apps WFServlet m YEAR Values E QUARTER Values E MONTH Values Store gt Product Dimension m MONTH Name m Product Type Drill Across 01 AV VideoTown Analog TX Remove l gt Tim Te Pivot Digital Audio Expert Analog Digital Drill D Ber rill Down Measures City Video Analog Store Name Z Quantity Digital T Product Type V Line Cost Of Goods Sold Consumer Merchandise Analog Digital Ty Ci Analog Digital nalo ital eMart Analog Web Sales f al gt ial Stack Measures J Show Graph xr j 5 Save 7 5 F PSelection Criteria
21. Dimensions Enables automatic drill downs on dimensions in both reports and graphs Dimensions and Measures Enables automatic drill downs on dimensions in both reports and graphs and also on measures in reports Note Explicit drill downs in a StyleSheet if they exist take precedence over OLAP enabled hyperlinks If you click a hyperlink associated with an explicit drill down the behavior will be defined by the StyleSheet rather than by the AutoDrill On or All settings WebFOCUS Managed Reporting End User s Manual 123 OLAP Reporting Requirements OLAP Terminology 124 The following table describes OLAP terms that may be useful as you work in the WebFOCUS OLAP tools Some of these terms are directly reflected in the interfaces of the OLAP Selections pane and the OLAP Control Panel Others provide useful background information The first column of the following table provides the term and the second column provides the definition om Toom OSS Dimension Group or list of related elements usually structured in a hierarchy For example a Location dimension could include the elements Country Region State and City arranged in a hierarchy where Country is the top level and City is the base level Dimensional data usually describes the measured item Hierarchy Logical parent child structure of elements within a dimension Measure Type of item that specifies the quantity of another element with which it is associated A meas
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23. Select a domain from the drop down list and click Submit You can also add items to a content block using Domain Search For details see How to Add Items to a Content Block Using Domain Search on page 85 Navigate to the item you want to add in the Domain Tree Click the item or folder to add it to the Content List Note The block name may be overwritten with the name of the Domain item you select You can change the block name after selecting content Click Save WebFOCUS Managed Reporting End User s Manual 89 Editing a Content Block Procedure How to Change the Name of a Content Block Procedure 1 2 3 From the Content window select the content page where the content block is located Select the check box next to the block you want to edit Click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit In the Block Name text box type the new name for the block This must be a unique name within Dashboard Click Save How to Temporarily Remove a Content Block 1 2 3 From the Content window select the content page where the content block is located Select the check box next to the block you want to edit Click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish
24. Store Cost Of QUARTER Name Product Type Goods Sold Q1 AY VideoTown Analog 3 969 296 00 Digital 5 109 400 00 Audio Expert Analog 16 467 146 00 Digital 25 092 678 00 City Video Analog 1 315 015 00 Digital 1 607 513 00 Consumer Merchandise Analog 1 542 036 00 Digital 3 251 090 00 TY Ci Analog 3 772 119 00 Digital 10 128 967 00 Web Sales Analog 124 366 00 Digital 190 201 00 eMart Analog 21 152 262 00 Digital 24 990 368 00 AY VideoTown Analog 2 663 655 00 Digital 5 928 507 00 WebFOCUS Managed Reporting End User s Manual 145 Sorting Data Procedure 146 As shown in the following image the report now shows data values for the Quantity measure in descending order The top half of the diamond next to Quantity is blue and solid to indicate the current sort order of the measure This is now the controlling sort in the report All other values are reordered correspondingly BJQUARTER W StoreName PRODTYPE Quantity 4 Line Cost Of Goods Sold Q2 eMart Digital 115 102 24 971 512 00 Q2 Audio Expert Digital 111 421 28 064 250 00 Qt eMart Digital 108 221 24 990 368 00 at Audio Expert Digital 105 983 25 092 678 00 at eMart Analog 97 128 21 152 262 00 at Audio Expert Analog 78 449 16 467 146 00 Q2 eMart Analog 74 737 16 789 403 00 Q4 eMart Digital 72126 14 000 951 00 a3 eMart Digital 66 156 13 867 709 00 Q2 Audio Expert Analog 57 944 14 868 758 00 Q4 Audio Expert Digital 53 275 14 190 923 0
25. by State and then by Product to sorting by Product and then by State m Pivot a vertical By sort field to make it a horizontal Across sort field and vice versa 4 Hide a sort field in the report while retaining the sorting associated with it For example you can sort data by quarters without showing the Quarter column 4 Group numeric data in tiles for example percentile decile and so on Procedure How to Change Sort Order for a Dimension 1 Open the Control Panel 2 Select a field from the Drill Down or Drill Across pane 3 Click the Sort button The sort pane opens 150 WebFOCUS 5 Analyzing Data in an OLAP Report 4 Under Sort Order choose the Low to High or High to Low options button Low to High is the default for a dimension 5 Click OK The main Control Panel window reopens 6 Click Run to execute the report Example _ Inverting the Sort Order of a Dimension The following is an example of inverting the sort order of a dimension 1 Run the Standard Report OLAPREP4 In the report the values of both sort fields Continent and Region are sorted from low to high A to Z as shown in the following image v Measures w Graph Continent Region Country alk Jiz l faik z Risk Factor RISK_CLASS E z v z e orap Pe Run r_ Reset PF Save Help Region CENTRAL AMERICA EASTERN EUROPE FAR EAST E Continent Balance CANADA_DOLLAR Balance CANADA_DOLLAR Balance AM
26. stale Digital 7 196 1 607 513 00 Sort Order Limit Output Consumer Merchandise Analog 6 980 1 542 036 00 Low to High Limit E E o Digital 14 957 3 254 090 00 C High to Low Ivcity Analog 19 077 3772 119 00 Hide Digital 41307 10 128 967 00 Rank 1 2 3 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 You could sort data by highest or lowest You can also SEER rank data by highest You can limit the number of Digital 108 221 24 990 368 00 records to display per report You can also hide a sort a2 AV VideoTown Analoq 11781 2 663 655 00 Kaki end uniia k Digital 27 377 5928 507 00 Audio Expert Analog 57 944 11 868 758 00 bok p Cancel Digital 111421 28 064 250 00 t Run Save Help PSelection Criteria f City Video Analog 1405 285 323 00 Digital 8835 2 025 508 00 Consumer Merchandise Analog 8 556 1 817 536 00 zi z See Click OK The main Control Panel window reopens Click the Run button in the Control Panel WebFOCUS Managed Reporting End User s Manual 167 Sorting Data Report sorting is unchanged but the QUARTER column no longer appears as shown in the following image Store Name EJPRODTYPE Quantity amp Line Cost Of Goods Sold AY VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7196 1 607 513 00 Consumer Merchandise An
27. the Measure control shows a blank check box To display the measure click the check box once To display the associated bar graph click the check box again Note The three state check box is not active when you apply Stack Measures to your report These features are mutually exclusive Procedure How to Apply Bar Graphs to Measures Using the Selections Pane 1 From the OLAP selections pane click the arrow to the left of the Measures control 2 Click the check box beside each numeric measure to which you want to add a bar graph The check mark in the box is replaced with the Graph icon 3 Click Run The new report appears with the associated bar graphs Procedure How to Apply Bar Graphs to Measures Using the Control Panel 1 Click the OLAP button in the OLAP selections pane to open the OLAP Control Panel The Measures box appears in the lower right corner 2 If Stack Measures is applied to the report click the Stack Measures check box to turn off this feature 3 To apply data visualization bar graphs to a measure click the check box to the left of the measure To apply data visualization graphs to a non displaying measure click the check box twice WebFOCUS Managed Reporting End User s Manual 241 Associating Bar Graphs With Measures The check mark in the box is replaced with the Graph icon This icon indicates that data visualization bar graphs are applied to the measure If you have not done so in step two this
28. 42 167 880 CANADA DOLLAR 59 035 032 RAZIL Balance 45 493 501 CANADA DOLLAR 63 690 901 CANADA Balance 56 212 634 CANADA DOLLAR 78 697 688 GUATEMALA Balance 727 810 CANADA DOLLAR 1 018 934 HONDURAS Balance 39 472 857 CANADA DOLLAR 55 262 000 Changing the Order of Measure Columns How to Reposition Measure Columns in an OLAP Report You can change the order in which measure columns are presented in the report Procedure How to Reposition Measure Columns in an OLAP Report To reposition a numeric column drag and drop the field into a new column position The cursor changes to a plus sign to indicate acceptable places into which you can drop the field Unacceptable positions are indicated by a circle with a slash cross the center Example Repositioning Measure Columns The following is an example of repositioning measure columns 1 Run the Standard Report OLAPREP2 214 WebFOCUS 5 Analyzing Data in an OLAP Report As shown in this image the column for the Quantity measure precedes the column for the Line Cost of Goods Sold measure QUARTER at Store Name AV VideoTown Audio Expert City Video Consumer Merchandise Ty City Web Sales BJPRODTYPE nalo E igita E nalo E igita E nalo Digital nalo ii igita nalo E igita E nalo Digital nalo Digital f E Fj ouantity Fj Line Cost Of Goods Sold 18 449 3 969 296 00 22 206
29. 5 Close the Deferred Report Notification window to return to the Deferred Report Status Interface Using Deferred Report Status Interface Options In the following example you will manipulate a report called Current Salary Report that has been submitted as a deferred request This example is based on a report developed using the Employee Master File and is intended to offer a practical demonstration of some of the options available in the Deferred Report Status Interface You should note that an Administrator can develop a similar file for training purposes WebFOCUS 4 Using the Deferred Report Status Interface 1 Open the Deferred Report Status Interface 2 Under the Completed tab locate Current Salary Report as shown in the following image information 7 WebFOCUS amavon Refresh 5 Sort By Date gt i Delete Help Refresh every seconds min 5 seconds Enable Refresh 7 Date Time Submitted Domains Description Expires In Options Tuesday November 20 2001 Sales Current Salary 29 days Delete View Save Parameters 2 55 20 PM Report 3 Under the Options column heading click Parameters An intermediate window HTML form opens 4 In the input box enter the value A17 and click Submit The Deferred Report Notification window opens confirming receipt of your request 5 Close the Deferred Report Notification window to return to the Deferred Report Status Interface To view Curre
30. 5 928 507 00 fl a4 Audio Expert Analog 25 897 5 916 936 00 fl 5 Click Q2 for Audio Expert to check the monthly breakdown In the monthly report both stores recorded their highest sales in June 06 Filter out the other stores and focus on Audio Expert in June 116 WebFOCUS 5 Analyzing Data in an OLAP Report 6 Click Audio Expert as shown in the following image Simontu El Store Name E pRODTYPE E Quantity Sline Cost Of Goods Sold 06 Audio Expert 4 Digital 42 473 11 119 112 00 M 06 eMart enek Digital 45 895 10 518 058 00 ME 05 Audio Expert Expert Diaital 36 505 8 930 974 00 ME 04 Audio Expert Digital 32 443 8 014 164 00 ME 04 eMart Digital 35 336 7 797 162 00 ME 05 eMart Digital 33 871 6 656 292 00 MENE 04 eMart Analog 27 584 6 061 370 00 MEME 05 eMart Analog 24 253 5 728 792 00 BE 04 Audio Expert Analog 24 312 5 087 601 00 BE 06 emar Analog 22 900 4 999 241 00 E 05 Audio Expert Analog 17 073 3 606 229 00 EE 06 Audio Expert Analog 16 559 3 174 928 00 J 05 6 IVCity Digital 10 296 2 745 088 00 i 06 AV VideoTown Digital 11 466 2 507 452 00 J 06 IVCity Digital 9 848 1 997 234 00 W 04 IvCity Digital 9 483 1 989 981 00 I 05 AV VideoTown Digital 7 336 1 728 971 00 W 04 AV VideoTown Digital 8 575 1 692 084 00 W You now see information for digital and analog sales at Audio Expert Since the significant sales for Audio Expert are in the digital area let us see which digital products contributed to the J
31. Amper Auto Prompting ccccecccecceececeeeeceseecececeeseceeeecucueceeeeueseseeueseseeuegeseseesesenees 51 Saving Parameter SeleCtiOnS ccccccecceceeeececeecececececececeeeececeeaeaeseeaeaeseeseseseesesenes 54 Stopping Requests in DaShbOaId ccccccsececcececeecececeececeecesecuesecesueseceseesesesuesesssensesenaes 58 PowerPoint Integration With DaShbOald ccccececceccececeeececeececeeeeaecueeeaecueeeauseesuceseeseseees 58 Exporting Reports to PowerPoint From DaShb0ad ceccececeeceeeceeceeceeseceeeseeeeess 60 Exporting Static Graphs to PowerPoint From DaShboaid ccscececseeeceeeeceeeseeeeees 60 Exporting Live Graphs to PowerPoint From DaShboaid cccccececeeceeeceeeeeeeeseeeeees 60 Adjusting Browser Security to Use the PowerPoint ActiveX Control cscsececeeeeeeeees 62 Running Deferred Reports ccceccececeeeceeteececencscecnueesesnncecesaneesetanceennoncesnnescetencaessaneneecus 62 Viewing Content BIOCKS wiccseiecccosenceutcercacesscoudenodoucensecaweroseaecrbyedetcrcauescbcnmond R D DEERE OE 63 Setting Automatic Refresh for a Content BIOCK ccccccccecceceeceeceeceeceecececseeeeseesenaes 64 Viewing List and Folder Block It MS cccceceeeececeecececeecececueceeeeueceeaeaeseeeeaeseeeesees 65 Using Banner HyperlinkS ccccccecccceceecececeecececeeseceececeeueseseseesesecsesueesueseeasueserenanseesesess 66 Searching DOMAINS sage sSoei decks
32. Data in an OLAP Report The pane replaces the Selections Criteria pane with a drop down list for each selectable value Year Month and Date based on the date format of the selected field as shown in the following image g WebFOCUS OLAP Control Panel Webpage Dialog Dimensions Click a Box to Add Problem LY Time Period E Date Problem Reported Values Year Problem Occurred Values E Quarter Problem Occurred Values E Month Prohlem Occurred xl _ Date Problem Reported I Range Year Months Days 2010 April Ja A foro Selections pr Add gt Delete gt Run Save t Help Ok Cancel WebFOCUS Managed Reporting End User s Manual 189 Limiting Data 6 Select values For example a Change the year to 2010 in the Year pane by using the spin buttons or typing the value b Select April from the Months drop down list c Select 21 from the Days drop down list d Click Add to enter these criteria in the input pane 7 Click OK to return to the Selection Criteria pane which now reflects your entries as shown in the following image Mj WebFOCUS OLAP Control Panel Webpage Dialog Dimensions Click a Box to Add gt Problem Y Time Period E Date Problem Reported Values E Year Problem Occurred Values Quarter Problem Occurred Values E Month Prohlem Occurred ad Selection Criteria Date Problem Reported x 2010 04 21 vit Select Show Selection Criteria i
33. Managed Reporting Ca DefaultDomain Domain Search Block Type Launch List Folder Output Tree Favorites Note You may only select one item for Launch Folder or Output blocks B Domains B Default Domain Content List Standard Reports Reporting Objects My Reports G Shared Reports Remove Clear Block Name Launch Block name will be the heading text of the block E Deactivate Block Hide Block Toolbar MS Office output options Enable Scroll Buttons Enable Scroll Bars Save Cancel How to Add a Content Block 1 From the Content window select the content page in which to add content If you need to add content pages see How to Create Content Pages on page 81 Click Add Block The Add Block window opens Select the desired Block Type option WebFOCUS 3 Creating Dashboard Content 4 Select a domain from the drop down list You can also add items to a content block using Domain Search See How to Add Items to a Content Block Using Domain Search on page 85 Note If you are creating an Output block adding domain items is optional because Output blocks do not require default output Click Submit to retrieve the contents of the selected domain Expand the domain folders you want to select items from by clicking the plus sign located next to the folder icon Note Only one report in EXL2K PIVOT format can be active at a time Therefore it is not recommen
34. PCancel WebFOCUS 5 Analyzing Data in an OLAP Report 9 Click OK to return to the Selection Criteria pane a To view the range of dates click the down arrow in the drop down list then click OK again b To report on information within the specified range of dates accept the default Within range Lal operator 10 Click Run to execute the report which now only displays problem information from June 6 2001 to July 6 2001 as shown in the following image Date Problem Problem Problem Problem E Category Reported Number Occurrence Incorrect Labeling 2001 06 07 6636 al 7660 ii 2001 06 10 7101 1 2001 06 14 6639 nl 7663 al 6638 ul 7662 at 2001 06 17 7103 il 7102 al 2001 06 24 7108 Al 2001 06 28 6645 ll 7669 ul 2001 07 01 7112 al 7239 al Mechanical Failure 2001 06 09 6800 al Date Problem R 2001 06 06 The date element appears at the bottom of the window WebFOCUS Managed Reporting End User s Manual 197 Limiting Data TL To view the range of dates click the arrow in the drop down list Remote Failure 2001 06 08 6637 A 7661 1 6798 i 7822 a 2001 06 15 6748 T TAF nf 2001 06 29 6805 7829 1 6749 al Ti73 i 2001 07 02 7010 1 113 T 2001 07 06 6649 a Date Problem R 2001 06 06 z Procedure How to Add Dates to the Selections List pane 1 Open the Control Panel 2 Click Selection Criteria to open the Selection Criteria pane 3 Click the Select button to ope
35. When you select Run from the menu options for Saved Parameter Reports the saved values are used to run the report and the prompt form does not display When you select Edit Parameters the prompt form appears so you can make changes to the values before running the request You can Run Deferred which also shows the prompt form before running the request Additional menu items for Saved Parameter Reports that are available from Dashboard are Delete Add to Favorites Add to Mobile Favorites and Properties You can also schedule the report for later execution if you have scheduling capabilities Note m Saving parameter selections is only available if you have been assigned the Save entered values privilege by your administrator Multi select drop down list values are not selected when you view the launch form for the My Report with saved parameters The Saved Parameter report and the report it was created from must reside in the same Managed Reporting Domain If you copy a Saved Parameter report from one domain to another you must also copy the original report to the target domain When creating multiple saved parameter reports for the same report or graph if the report or graph was created in Version 7 Release 6 and earlier it is recommended that you create all of the Saved Parameter reports from the same procedure that contains the report or graph request This is recommended because prior to Version 7 Release 6 1 a saved parameter rep
36. a Drill Down Across field to a Drill down field and shift their positions in the report You can also accomplish these tasks by dragging fields within the report Measures Properties pane contains the body of your report usually numeric fields You can change the display mode of a measure by clicking the check pane next to the measure the options are display hide and show a column of associated bar graphs This is equivalent to the options available from the Measures control in the Selections pane Although the most frequently used functions are available directly from an OLAP report and or from the Selections pane several can only be performed from the Control Panel Unique Control Panel operations include m Sorting options for dimensions from highest to lowest or lowest to highest A gt Z or Z gt A restricting sort field values to a specified number of either highest or lowest values and assigning a rank number to each row in the report For details see Sorting Data on page 143 Options for grouping numeric data by tile for example percentile decile or quartile For details see Grouping Numeric Data Into Tiles on page 168 Defining selection criteria based on omitted or existing characters dates and range specifications For details see Limiting Data on page 176 Saving OLAP output in PDF and Excel formats In Managed Reporting users can also save OLAP output in the My Reports folder For details see Saving a
37. a month value you will no longer see the month column However you will see the data that relates to the selected month in subsequent columns WebFOCUS Managed Reporting End User s Manual 133 Drilling Down On Dimensions and Measures 134 Store E MONTH Name AV VideoTown Audio Expert City Video Consumer Merchandise Ty Ci Web Sales eMart 02 AV VideoTown Audio Expert Product Type nalo igita EE nalo E ital nalo igital EE nalo f igita E nalo igital nalo f igital Analog igital E nalo E ita 3 nalo f Quantity j T i ba jk o je jh j ic ai Ea a w O G W o hm fs N 5 w jw h fen o o lo c jo j joo j fw j fje fe jr m4 jo S j jke j jo ko o l a e o N j gt e jo ko fo fn fo h o fan o l jo l je fo jo See e eee e eof bo amp amp ls amp amp ob bob ef i lo b amp b bf az m ico mr s os oo D co co co B am 5 in 5 or ho co N wo oo ay iS 5 au ud M im c3 N ta cn ah 5 Cul fai ho i x oo m ax ho a tas mi Be th iS io uo ES mrd uo ms Ih cn T co ee iS 5 Line Cost Of Goods Sold 35 280 00 a a co 4 i io io w ico ho io ae 3 Click the 01 in
38. ae hv ein edad ace iieii ietie eetahi ie niei ode tones ee iaaiaee tE 67 BASIC Seares iiaae ia aee i iea aE aa aa E ii E i ai ea i ste 68 Advanced Seares e ea e T a A aA MEOE 69 Creating a Favorites LiSt ssisrpsssi pisei tip R a rE ONTE ENR R nepar akaa 71 Setting User OPONS srecom enaren aenea a ea aa Ea E E Ea i E Rea Ea A EEEE Ei EESE 72 3 Creating Dashboard Content sccscscseesceeeseeeesensesenseseeeeseneeeseeeesesseseesesssnenes lL Creating Dashboard Content OVErView ccccecceceecseececeeceececsueceeaeceeenecueseesaseuseeseseesaesees 78 COME WINDOW siasvanvecaecasuacarcescedsadusnsncseandendvsmana bens sucuawecedesavaususttasandunateesateiensusemeantacssbers 78 Creating Content Pages ccccecsesceeceee sence ccneeccsensceesensoeasenscussonscesecescssuensoesascesnsasorens 80 Publishing Reports to Content Pages in DaShboOard ccccccecceeececeeeececeeseceseeeeeees 81 Adding a Content BlOCK sissies oeicvedenckesccwl eee deede a a E a E Eee EEE cpucestonlonsdopeten ite 82 Removing a Content BIOCK ccccecccceceseececeteeeecenceeeceneeeeeenceseuenceeetencecetsnseceteeeeees 86 Editing a Content BIOCK 2 ccceccecneeececcececc ec cceccecececcecsceccecececceceseececescececescececencenees 86 Selecting Scrolling OptionS ccccccccecceceeeececeecececaececeeeceeeeeseeaeeseeeeauseesuceseeseseges 90 Hiding the Toolbar in a Content BIOCK cccccccecceceecececeececececeeeeeesee
39. also deactivates the Stack Measures feature You can apply data visualization bar graphs to as many numeric measures as you want After you select all the measures for which you want to display bar graphs click Run The new report output appears with the associated bar graphs To continue to modify the report either data visualization or another OLAP configuration click the OLAP button again Procedure How to Remove Bar Graphs Using the Selections Pane or Control Panel Example 242 1 From the Measures drop down list in the OLAP selections pane or the Measures box in the OLAP Control Panel click the check box for any measure to which you have applied data visualization bar graphs This removes the Graph icon and displays a blank check box indicating that the measure will not appear in the report output when you run the report To display the measure click the same check box again A check mark appears in the box Click Run to display the new report output where the measure appears without its associated bar graph Applying Data Visualization Bar Graphs to Measures Using the Selections Pane Suppose that you want to associate data visualization bar graphs with the Profit column in the following report in order to represent visually the differences between the Costs for and the Prices of your various Products WebFOCUS 6 Visualizing Trends in Reports You have created the following OLAP report as shown in the
40. an OLAP Report E Are equal to the criteria you specified Equal to This is the default operator Are not equal to the criteria you specified 2d Not Equal to Are less than or equal to the criteria you specified Are less than but not equal to the criteria you Less than specified Are greater than or equal to the criteria you specified Greater than or equal to 7 p Are greater than but not equal to the criteria you gt Contain the criteria you specified Contains Note This operator is available only for alphanumeric fields Net contain Do not contain the criteria you specified Note This operator is available only for alphanumeric fields Note You can select more than one value using the same relational operator The following table lists and describes relational operators that are available for selecting a range of dates Operator Displays Records Where R ee The value in the indicated date field falls within the Within range specified range Note To use this relational operator you must select the Range check pane in the Date Selection panel WebFOCUS Managed Reporting End User s Manual 177 Limiting Data Operator Displays Records Where The value in the indicated date field does not fall within the specified range Not within range Note To use this relational operator you must select the Range check pane in the Date Selection panel Procedure How
41. and month controls appear If the format is YYMD year month and day controls appear Note The Date selection pane appears only when a supported date format is provided See Date Format Limitations on page 199 Click the Range check pane Inclusive and Exclusive options buttons appear 4 Choose Inclusive to show the range including the dates specified Choose Exclusive to show the range excluding the dates specified Note 4 You can select only one range of dates at a time 4 You can apply selection criteria to a range of dates only if the date format contains a year See Date Format Limitations on page 199 From and To drop down lists open for all selectable options By default the current date appears Specify a From date and a To date by using the spin controls and drop down lists Click OK to return to the Selection Criteria pane To view both the From and To dates of the range selected click the down arrow on the drop down list Click a relational operator to the left of the date element in the Selection Criteria pane 4 Choose Within range Lal operator to display records when the value falls within the specified range Choose Not within range operator to display records when the value does not fall within the specified range 9 Click Run to execute your report Applying Selection Criteria to a Range of Date Fields The following is an example of applying selection criteria to a range of date fields 1 Ru
42. area 6 Click OK The main Control Panel window reopens 7 Click Run to execute your report 154 WebFOCUS 5 Analyzing Data in an OLAP Report Procedure How to Rank Rows in a Vertically Sorted Report Example 1 2 3 Open the OLAP Control Panel Select a field from the Drill Down pane Click the Sort 4T button The sort pane opens Under Sort Order choose the Low to High or High to Low options button Click the Rank check pane If you wish to place a restriction on the number of sort field values to rank click the Limit check pane and choose or type a value in the input area If the High to Low option button is selected you can rank a specified number of Highest values 4 If the Low to High option button is selected you can rank a specified number of Lowest values Click OK The main Control Panel window reopens Click Run to execute your report Ranking and Restricting the Number of Sort Values The following is an example of ranking and restricting the number of sort values 1 Run the Standard Report OLAPREP2 Information for all stores is shown for each quarter You want to see quarterly information for only the first two stores in alphabetical order low to high Click the square icon next to QUARTER to open the Control Panel notice that the original report is open at the left Choose Store Name in the Drill Down pane and click the Sort button The sort pa
43. be hidden The Domain Tree Role Tree and content blocks may appear with scrolling buttons or scroll bars In the Dashboard layout the banner is on the top right of the window the content area is on the lower right of the window and the Domain Tree is on the left side of the window WebFOCUS 2 Using Dashboard As shown in the following image scroll bars appear in the launch block Product Orders Shipped by Manufacturing Plant and scroll buttons appear in the toolbar for the folder block Product Analysis If your view of Dashboard contains a Role Tree it appears in the same area as the Domain Tree You can toggle between the Domain Tree and Role Tree by clicking the button to the left of the Refresh Contents icon in the Domain Tree Role Tree title bar Logoff Accessibility On Tree Tools Recent Favorites Views Personalize Utilities Help Domains Century Corp 1 T Standard Reports eerie ie Bu E Reporting Objects My Reports Welcome to the Dashboard E Shared Reports Sepa Public roduct Analysis 7 Regional Product Sales Orders Shipped by Plant Fa E Product Analysis 5 2l ay a Sales Support A S Product Analysis P Breakdown of Product Revenue Products Orders Shipped By Manufacturing Plant For 1999 Bar Graph with Drill Down Product Cost of Goods Sold Analysis Manufacturing Plant Category Line Total Quantity F penises patted paeec ees Cross Reference files Pie Chart i Acourauee Uni
44. can select 4 Contents and Index which opens the WebFOCUS BI Dashboard online help About WebFOCUS BI Dashboard which provides release information Language Enables the user to display Dashboard in one of the available languages This hyperlink only appears in Public Views that are configured to run in more than one language Note Depending on how your view of Dashboard has been set up you may not have access to all of the banner hyperlinks Searching Domains In this section Basic Search Advanced Search The domain search allows you to perform specific searches of the domains available to you You can perform basic and advanced searches and combine the available search options You can add items from a domain search to your favorites list directly from the search results window You can also use domain search when creating content blocks to quickly find items WebFOCUS Managed Reporting End User s Manual 67 Searching Domains Access the domain search by selecting the Utilities hyperlink in the banner and then Domain Search from the menu Basic Search 68 Basic searches allow you to search for items within a domain Search options include m Select a domain Select the domain you want to search To search across all available domains select the All Domains item Enter search query Enter a text string for which you want to search The search looks for matching values within the title of the domain If you
45. ccccececeeceeceeeceeeececeecececuececuseeseeeeeteeeees 131 Sorting Datas a aa a a E e ae a Eea Eaa lei fe A anea ES 143 Sorting IMEGASUNES csgo a aea ea a A ea EaR eE aE a aa 143 Sorting DIMENSIONS ccceecececeecececceceeecceeeecceeeeeeceeaececacceceecsaecescrcecesoreseesorees 150 Grouping Numeric Data Into TileS ccccececeeceeeeceeeecececuecececuececeeuececeeseseceesesesenses 168 Performing a Calculation ON a MGASULE cceccecseeceecececeeceeceeceecueceeeesueseesasaueseeseseesaees 171 LiMItING Dataene ereere eae erea e cide eens dd doen tenewtdeaautauseed ted ewoveuncdhduededeahestddees 176 Applying Selection Criteria to Date EIQMENts ccccececcecceeeeceeececeeceecuseeeceeseseesaees 185 Visualizing TENS wisiccs ccswccau end capeciceiwdepcsawereesep scare taar oebssavsuvevexcsiedcveueseegestoeetcbuedoussenietwe 199 Displaying Graphs ANd REPOMtS cccceceececeecececeeeeceesececeeeeaecuececucueceeeseeseceseeseseeerseseees 200 Controlling the Display of Measures in a REPOSt cccccceececeeeseeeceecaeceeceeseseeeneeeeseneaees 210 WebFOCUS Managed Reporting End User s Manual 5 Contents Stacking MEASUIES c ccececcecececcecececceceeeecescecececcecececcecececceceeceecescreeceserescesorees 211 Changing the Order of Measure COlumns cccccecceeceeceeceececeeceeseceeceeeeeseeseeeesensaes 214 Hiding and Displaying MEASUIES ccccecceeececcececeecececeecececeeceeeeesus
46. click or select this typeface Highlights a file name or command Key Key Indicates keys that you must press simultaneously Indicates two or three choices type one of them not the braces Indicates a group of optional parameters None are required but you may select one of them Type only the parameter in the brackets not the brackets Indicates that you can enter a parameter ae times Type only the parameter not the ellipsis points Indicates that there are or could be intervening or additional commands Separates mutually exclusive choices in syntax Type one of them not the symbol Related Publications To view a current listing of our publications and to place an order visit our Technical Documentation Library http documentation informationbuilders com You can also contact the Publications Order Department at 800 969 4636 Customer Support Do you have any questions about this product WebFOCUS Managed Reporting End User s Manual 9 Information You Should Have Join the Focal Point community Focal Point is our online developer center and more than a message board It is an interactive network of more than 3 000 developers from almost every profession and industry collaborating on solutions and sharing tips and techniques http forums informationbuilders com eve forums You can also access support services electronically 24 hours a day with InfoResponse Online InfoResponse Online is accessib
47. end of this manual to communicate suggestions for improving this publication or to alert us to corrections You can also use the Documentation Feedback form on our Web site http documentation informationbuilders com feedback asp Thank you in advance for your comments Information Builders Consulting and Training Interested in training Information Builders Education Department offers a wide variety of training courses for this and other Information Builders products For information on course descriptions locations and dates or to register for classes visit our World Wide Web site http www informationbuilders com or call 800 969 INFO to speak to an Education Representative WebFOCUS Managed Reporting End User s Manual 11 Information Builders Consulting and Training 12 WebFOCUS This documentation provides an overview of WebFOCUS and Managed Reporting It also describes the end user components and tools you use to run view create and edit reports Use this documentation to learn about the structure and the capabilities of each component and tool WebFOCUS Managed Reporting End User s Manual WebFOCUS Introducing WebFOCUS Managed Reporting Topics WebFOCUS and Managed Reporting Overview Managed Reporting Concepts Managed Reporting Features Managed Reporting Interface 13 WebFOCUS and Managed Reporting Overview WebFOCUS and Managed Reporting Overview WebFOCUS is a complete Web
48. following image which displays the report data by Product Name L STORE a x PRODTYPE Ear x LzLnecsuree _v crapn L PLANT L STATE a j a xi L YEAR QUARTER MONTH E y a j a xl PRODCAT PRODNAME E j a xi PAGE 1 Product Our BName Bl Cost 2 Price S Profit 110 VHS C Camcorder 20 X 744 759 00 1 043 859 00 299100 120 VHS C Camcorder 40 X 796 943 00 1 227 723 00 430780 150 8MIM Camcorder 20 X 1 303 440 00 1 732 489 00 429049 2 Hd VCR LCD Menu 185 889 00 257 939 00 72050 250 8MM Camcorder 40 X 251 520 00 313 614 00 62094 330DX Digital Camera 1024K P 32 437 00 45 477 00 13040 650DL Digital Camcorder 150 X 940 750 00 1 191 175 00 250425 750SL Digital Camcorder 300 X 105 750 00 140 859 00 35109 AR2 35MM Camera 8 X 64 385 00 88 835 00 24450 AR3 35MM Camera 10 X 13 395 00 18 189 00 4794 Combo Player 4 Hd VCR DVD 1 166 404 00 1 610 364 00 443960 DVD Upgrade Unit for Cent VCR 754 909 00 1 080 769 00 325860 QX Portable CD Player 245 916 00 419 796 00 173880 R5 Micro Digital Tape Recorder 297 459 00 383 679 00 86220 ZC Digital PDA Standard 233 313 00 280 163 00 46850 ZT Digital PDA Commercial 1 376 805 00 1 968 555 00 591750 WebFOCUS Managed Reporting End User s Manual Ei Help 243 Associating Bar Graphs With Measures 244 To associate data visualization bar graphs with the Profit column
49. for EUROPE under the RISK_CLASS High as shown in the following image v Measures v Graph Continent Region Country EJEA z EEA E E x RISK_CLASS Risk Factor F all v Ea v e orap P Run PF Reset P Save Help RISK_CLASS igh Low E Continent Balance CANADA_DOLLAR Balance CANADA_DOLLAR AMERICAS 186 124 457 260 574 240 279 928 961 ASIA 247 320 613 EUROPE 47 872 157 67 021 020 19 072 255 26 701 157 265 583 559 The report looks like the following image wv Measures w Graph Continent Region Country EUROPE vy All Jy Eal v RISK_CLASS Risk Factor High Jy Ea v P ILAP Ph Run Ph Reset P Save Help Risk E Region E Country E Factor Balance CANADA DOLLAR EASTERN EUROPE CZECH REP 42 854 041 59 995 657 SKLARVIA 5 018 116 7 025 362 g 8 In the new report the Continent and RISK_CLASS fields are removed based on the internally generated criteria IF CONTINENT EQ EUROPE and IF RISK_CLASS EQ High The By field Continent is broken down to its last dimension element Then the Across field RISK_CLASS is broken down to its last dimension level The resulting By fields in the report from left to right are Region Country and Risk Factor The data displayed for the measures satisfy the values in the current By fields 142 WebFOCUS 5 Analyzing Data in an OLAP Report Sorting Data You can sort the data in an OLAP report base
50. in the following image wv Measures w Graph Manufacturing Plant Store Name State a E z YEAR QUARTER MONTH Product Type All All w All w All hd Product Category All v Product Name All v eo oap Po Run P Reset P Save Help Store Name QUARTER Quantity 18 449 ital 2 20 Audio Expert nalo 8 44 Product Type Q1 AV videoTown nalo City Video Consumer Merchandise 220 WebFOCUS 5 Analyzing Data in an OLAP Report 6 Open the Measures control again and recheck Line Cost of Goods Sold as shown in the following image v v Graph Manufacturing Plant State Store Name g x v ity Vv Quantity QUARTER MONTH Product Type V Line Cost Of Goods Sold v Product Category Product Name all Jy Eall lly e OLAP P Run P Reset P Save _ Help J Store E QUARTER Name Product Type Quantity Q1 AV VideoTown Analog Digital Audio Expert Analo Digital City Video Analog Digital Consumer Merchandise Analo Digital 7 Run the report again The output now looks as it originally did Procedure How to Display or Hide a Measure From the Control Panel 1 Open the Control Panel 2 Inthe Measures pane click the check pane next to a measure to display or hide it The check pane toggles through three positions 4 To hide the measure click the check pane until it is blank
51. includes the date field and click the Values button A secondary window displays controls for the date format of the dimension For example if the date format is YYM only the year and month controls appear If the format is YYMD year month and day controls appear Note The date selection pane appears only when a supported date format is provided See Date Format Limitations on page 199 Specify a date using the spin controls drop down lists or by typing the value If your date format includes edit masking such as Y M D the date appears with forward slashes in the Date selection list pane the Selection Criteria pane and the drop down list at the bottom of the report However the date edit mask appears as specified within the body of the report Click Add to display the date in the Selections list pane Click OK to return to the Selection Criteria pane and verify the selected date In the Selection Criteria pane click a relations button to the left of the date field for example gt or lt to indicate a basis for record selection Optionally define additional date selection criteria by repeating steps 2 7 Click Run to execute your report Example Applying Selection Criteria to a Date Field The following is an example of applying selection criteria to a date file 1 Run the Standard Report OLAPREP9Y 186 WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following images the multi page O
52. interface is ideal for users who quickly need to run Standard Reports Check your WebFOCUS Installation manual for information about browser compatibility 16 WebFOCUS 1 Introducing WebFOCUS Managed Reporting Dashboard offers you the ability to m m m m Personalize the content displayed in your Dashboard view Perform advanced searches within domains Access reporting tools such as Power Painter Report Assistant Graph Assistant ReportCaster and Library Dynamically access non WebFOCUS documents When you connect to Dashboard you are also connecting to Managed Reporting which means all of the Standard Reports and Reporting Objects that are available to you in Managed Reporting are also available in Dashboard Managed Reporting is accessed by the Dashboard interface The interface is a customizable HTML based front end that allows you to m m C C O O m Run Standard Reports and My Reports either immediately or in deferred mode Create reports and graphs using Reporting Objects and Report Assistant or Graph Assistant Save the reports and graphs as My Reports Share reports with other users Edit My Reports Access the OLAP selections panel and OLAP Control Panel to manipulate the data in a report View reports with the WebFOCUS Viewer The following additional features are available depending on whether your site is licensed and your Administrator has granted you the capability to use these fe
53. layout for each content page When selecting the layout for your content page you can 4 Add and remove columns 4 Specify column width 4 Rearrange column order The following image shows a sample Layout window There are list boxes for the contents of Column 1 and Column 2 with up down right and left arrows The Column 1 list box includes a text box a plus control and a minus control to adjust column width There are buttons to Add Column Remove Column Move Column Left and Move Column Right as well a Content button to return to the Content window Layout Help Average Experience Payscale and Headout Human Resources folder Output lt gt 50 iP a v 50 a v Add Column Remove Column Move Column Left Move Column Right Content Note f you remove all content blocks from a column the column is not automatically removed from the Dashboard View If there are no content blocks in a column empty space is shown in the Dashboard View WebFOCUS Managed Reporting End User s Manual 93 Selecting Content Layout Procedure How to Add a Column 1 2 3 From the Content window select a content page and then click Page Layout Click Add Column To move 4 Items from one column to another highlight the item and use the left and right arrows between the columns The position of a column select the column and click Move Column Left or Move Column Right Click Content to return to th
54. leave this value blank all available items from the selected domain are returned to the output panel on the right side of the window Search option Select from the following 4 All searches for the text string anywhere within the titles Exact match searches for a title that exactly matches the string entered 4 Starts with searches for a title that starts with the search string 4 Ends with searches for a title that ends with the search string Search preference Select from the following 4 Return first item only Returns only the first matching value 4 Return every item Returns all matching values 4 items per page Allows you to restrict the number of returns displayed on one browser page The default number of hits is 20 Sort preference Sort results by title type or date the item was last updated You can also sort in ascending low to high or descending high to low order Look in Specify the type of folder you want to search in This option is not available when accessing a public view of Dashboard Select from Standard Reports Searches for the value only in the Standard Reports folder Reporting Objects Searches for the value only in the Reporting Objects folder My Reports Searches for the value only in the My Reports folder belonging to the user performing the search Shared Reports Searches for the value only in the Shared Reports folder 4 All Does not restrict the type of domain folder to se
55. method of exporting Dashboard reports and graphs into the PowerPoint application PowerPoint options appear as an icon in a Launch block and present users with choices for exporting reports and graphs into new and existing PowerPoint presentations When exporting to PowerPoint reports retain their styling and graphs can be output as a static image or a live graph which is an MSChart object WebFOCUS 2 Using Dashboard From the Add Block or Edit Block page a developer can add the MS Office output options only to a Launch block The MS Office output options check box which represents the PowerPoint options is grayed out unavailable for other block types and when the Launch block contains Report Library content The PowerPoint options are available for any Launch block created for a Public View Group View or a user My View The Dashboard page where you can add the MS Office output options is shown in the following image Block Type Launch List Folder Output Tree Favorites Note You may only select one item for Launch Folder or Output blocks Content List Remove Clear Block Name Block name will be the heading text of the block E Deactivate Block E Lock Block W Hide Block Toolbar E MS Office output options Automatic Block Refresh 5 Enable Scroll Buttons Enable Scroll Bars Save Cancel Note 4 You cannot export multiple reports and graphs that are embedded in a single HTML page
56. n a aR E EAE E A a iain 17 2 Using Dashboard sss1112 unnn 19 Openings DASNDO AMG MORE EE A E A 20 Required Browser SettingS 0 0 ccccccecceceuecee iine ceceucececeuceeecuuceceuasceceueucecesenceeenseeeceneneeees 23 Recommended Browser SettingS ccccccceccececcecececececeecececueeeceeueaecueseaesueeaeseeseeeseeseeeees 24 Personalizing Your DASNDOAIC ccccccecceeeceeceeeecececcececuecececeececeeueecueaeaeseeeeaeseresesenseseeas 25 Dashboard LayOUtics 1 fac sicedansdedernoieenncedestodgocdadarenwoaicauddaaeicaeduadandeseiGucinedeseecceGuadedsemnceooan 26 SEICCHNG a D MA sssini a R EER EE EAER AE EEA EERE RENERE SENESE EEE 27 Using Domain Tree Items 2 c2ccccececce cece cceec ec cceccececesceeccescececesceceseccecescececetescecescenees 29 Loading Domain Tree FOICeSS cccccceccececeececeeececeecececeeceseeeeceeeseeseeaseseeaeanseesesess 32 Using Filters in DaShbOard ccccccccecceccecceeceeseceecaeceeceeseeaecaueeeseeseesesaeseeesesensaneees 33 Creating Reports in DaShbOard wies cccsecccies coves sue eee sue ceed suecceenvecedueuecctweueceteeeeccuudeeceswertecse 34 Working With Shared Reports cccccceccececeececeecececeecececueceseeueseeeseeceeaeaeseeseaeseesesess 43 Uploading Data Fil S c5 ccsecke iecccsectdeacs bewtisclaciccecndsedasdedecdone decade eai aE E aE 47 WebFOCUS Managed Reporting End User s Manual 3 Contents
57. pm Run PF Reset PF Save _ Help J E Country Balance CANADA DOLLAR GUATEMALA 727 810 1 018 934 HONDURAS 39 472 857 65 262 000 In the new report data is filtered based on the internally generated criteria IF Continent EQ AMERICAS and IF REGION EQ CENTRAL AMERICA Continent and Region are no longer visible REGION is replaced by the last element in the Geographic Area dimension Country which becomes the controlling By field in the report The data displayed for the measures are those that satisfy the values in the current By field Drill Down on a Measure When BY ACROSS Fields Are Under Different Root Dimensions When you drill down on a measure in a report with at least one By and one Across dimension field from different root dimensions the By fields are broken down to their last dimension level then the Across fields are broken down The original By and Across fields are removed The dimension elements under the removed By fields become the first set of By fields from left to right The dimension elements under the removed Across fields follow the first set of By fields from left to right 1 Run the Standard Report OLAPREP5 In the report Continent is a By field from the Geographic Area dimension and Risk Class is an Across field from the Risk dimension WebFOCUS Managed Reporting End User s Manual 141 Drilling Down On Dimensions and Measures 2 Click the CANADA_DOLLAR value of 67 021 020 in the Continent row
58. schedule the report from the HTML form if it includes the Schedule option For information on adding ReportCaster scheduling capabilities to a form see Designing a User Interface for a Web Application With the HTML Composer manual 4 In Version 7 Release 7 because Saved Parameter reports created from an HTML Composer form with Save Value option should not be edited due to their internal structure the Restrict Developer Access property is enabled for these reports Even though Managed Reporting Administrators can edit Saved Parameter reports we recommend that they not because changes to these reports could render them unusable 56 WebFOCUS 2 Using Dashboard Procedure How to Save Parameter Values to a My Report 1 Runa report that has parameters 2 Select your parameter values and then click the Save the Parameter selections as a My Report Ga button Note The appearance of this button may be different depending on your application The Save Parameters dialog box opens as shown in the following image Save Parameters Dialog Microsoft Savel Saved Parameter R PE SaveParmReport Ok Save As Report Name Cancel Help 3 From the Save In drop down menu you can navigate to the xxxxxx folder where you want to save the report Note 4 The Save In drop down menu is a list of domains that you are authorized to save to The Save In value that appears when the Save Parameters Dialog box initially opens is the
59. status of deferred requests WebFOCUS Managed Reporting End User s Manual 103 Deferred Report Status Interface Features Reviewing Deferred Report Parameters Procedure Example 104 How to Retrieve Deferred Request Parameters The Deferred Report Status Interface enables you to retrieve parameters submitted with a deferred request You access parameters by opening the Deferred Report Status Interface and clicking the parameters button for the report of your choice The parameters button is not available when the deferred request is submitted from within a report development tool such as Report Assistant or Graph Assistant You can also change the parameters associated with a report and submit the report to run deferred with the new parameters you specified WebFOCUS generates your report again using the new parameters and does not overwrite your original report request How to Retrieve Deferred Request Parameters 1 Open the Deferred Report Status Interface 2 In the Completed or Unknown tabs identify the report containing the parameters to review 3 Click Parameter under the Options column heading An intermediate window HTML form opens a To review and accept the original parameters close the browser window b To change the parameters enter a new value in the input box The original request runs in addition to the newly submitted request 4 Click Submit The Deferred Report Notification window opens
60. that comprise the quantity figure of 1 426 The total quantity and correspondingly the line cost of goods data is now broken down by product 2 PRODCAT 2 Product Name E Quantity 2 Line Cost Of Goods Sold DYD Combo Player 4 Hd YCR DYD 147 42 483 00 DVD Upgrade Unit for Cent VCR 147 20 433 00 Digital Tape Recorders R5 Micro Digital Tape Recorder 566 39 054 00 PDA Devices ZT Digital PDA Commercial 566 197 534 00 Note that when you drill down on a measure value results may differ depending on the combination of sort fields in the report The examples that follow show several variations Drilling Down on a Measure in a Report With ACROSS Fields When you drill down on a measure in a report with at least one dimension Across field and no By fields all Across fields are removed from the report and all of the dimension elements under the removed Across fields become By fields from left to right in the resulting report This convention ensures that the maximum number of Across values supported by WebFOCUS is not exceeded The values that appear for the new By fields are controlled by internally generated selection criteria The measure values in the resulting report depend on the values of the new By fields 1 Run the Standard Report OLAPREP3 In the report RISK_CLASS and Continent are dimension Across fields on which you can drill down WebFOCUS 5 Analyzing Data in an OLAP Report 2 Click the Balance val
61. the monthly report shown in the following image to see details for January WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following image the January report shows product type quantity and line cost of good sold for each store 2j Store Name cy PRODTYPE 3 Quantity Line Cost Of Goods Sold AY VideoTown Analog 147 35 280 00 Digital 1 426 299 504 00 Audio Expert Analog 44 061 2 281 228 00 Digital 14 062 3 432 741 00 City Video Analog 1 097 199 968 00 Digital 1 382 339 594 00 Consumer Merchandise Analog 1 801 369 868 00 Digital 3 590 00 913 00 Ty City Analog 3 257 683 014 00 Digital 6 281 1 470 194 00 Web Sales Analog 86 18 889 00 Digital 136 33 877 00 eMart Analog 6 407 1 282 935 00 Digital 10 737 2 632 355 00 Next see what happens when you drill down in the Location dimension in this case on a value of Store Name in the second column of the report When you drill down on a dimension column other than the first output is affected to the right and left of that column 4 Click the Back button in the browser to return to the monthly report then click AV VideoTown in the second column Since Store Name is the lowest level in its dimension the Store Name column no longer appears nor does the Time Period column to its left Nevertheless both the store name AV VideoTown and the current time period January set the context for the information you see which now consists of types of products so
62. to PowerPoint PowerPoint MS Office output option is only supported with an Internet Explorer browser Firefox and other browser types are not supported WebFOCUS Managed Reporting End User s Manual 59 PowerPoint Integration With Dashboard Exporting Reports to PowerPoint From Dashboard A report can be exported from Dashboard to PowerPoint as a new presentation A new file is created the report is placed in the first slide and the styling is retained Exporting Static Graphs to PowerPoint From Dashboard A static graph can be exported from Dashboard to PowerPoint as a new presentation A new file is created and the graph is placed in the first slide as an image of the graph output Note that the datasheet object is not populated with graph data Exporting Live Graphs to PowerPoint From Dashboard How to Export Live Graphs to PowerPoint From Dashboard A live graph is the term used to describe an MSChart object that stores data in the datasheet object which makes it possible to manipulate data in a graph Live graphs can be exported from Dashboard to PowerPoint with the following menu options New PowerPoint presentation A new presentation is created the graph is placed in the first slide basic graph type styling is retained and the datasheet object is populated with the data for the graph Open existing presentation A dialog box presents the user with an option to browse the desktop for an existing PowerPoint fi
63. to edit Select the Deactivate Block check box Click Save Selecting Scrolling Options 90 How to Select Scrolling Options for a Content Block You can select either scroll buttons or scroll bars for launch blocks list blocks and folder blocks Scroll buttons cannot be selected for output blocks and launch blocks that launch Web pages Output blocks automatically contain scroll bars when necessary When scroll buttons are enabled up down left and right arrows display in the toolbar allowing you to navigate the content block Up and down arrows display for all content block types Left and right arrows only display for launch blocks In folder blocks and list blocks information automatically wraps therefore eliminating the need to scroll to the left or right WebFOCUS 3 Creating Dashboard Content When scroll bars are enabled scroll bars display when content exists that cannot be viewed within the displayed window When this option is selected scroll buttons do not display in the toolbar Note A launch block that is created to display a report in EXL2K EXCEL or DOC formats should use scroll bars instead of scroll buttons Procedure How to Select Scrolling Options for a Content Block 1 From the Content window select the content block you want to add scrolling options for and click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit
64. to the Unknown status tab in the Deferred Report Status Interface From here you can only delete the orphaned report If deferred output expiration is not configured on your WebFOCUS Reporting Server then the value Never appears next to each report under the Expires In column Note This setting does not affect deferred output saved to your My Reports area Saved Deferred Output Subject to Temporary Expiration Saved Deferred Reports that utilize WebFOCUS features that create temporary files such as OLAP On demand paging and redirected formats are subject to expiration as defined by the WebFOCUS Client parameter EXPIRE_REPORTS located in cgivars wfs See the WebFOCUS Security and Administration manual for information on the EXPIRE_REPORTS parameter that controls temporary file expiration and the mime wfs file that defines reports formats and whether they use redirection WebFOCUS Managed Reporting End User s Manual 101 Deferred Report Status Interface Features Special Behavior for Sorting by WebFOCUS Reporting Server User ID Sorting by WebFOCUS Reporting Server user ID enables you to bring deferred reports you want to interact with to the top of the list At the same time the deferred reports that you cannot interact with are pushed to the bottom of the list and sorted alphabetically This is a Special sort Regardless of the setting for a gt z or z gt a when the sort value is Server ID deferred reports for the current ID appe
65. 0 429049 ME 2 Hd VCR LCD Menu 185 889 00 257 939 00 72050 ll 250 8MM Camcorder 40 X 251 520 00 313 614 00 62094 i 330DX Digtal Camera 1024K P 32 437 00 45 477 00 13040 650DL Digital Camcorder 150 X 940 750 00 1 191 175 00 250425 7505L Digital Camcorder 300 X 105 750 00 140 859 00 35109 AR2 35MM Camera 8 X 64 385 00 88 835 00 24450 AR3 35MM Camera 10 X 13 395 00 18 189 00 4794 Combo Player 4 Hd VCR DVD 1 166 404 00 1 610 364 00 443960 DVD Upgrade Unit for Cent VCR 754 909 00 1 080 769 00 325860 QX Portable CD Player 245 916 00 419 796 00 173880 R5 Micro Digital Tape Recorder 297 459 00 383 679 00 86220 ZC Digital PDA Standard 233 313 00 280 163 00 46850 ZT Digital PDA Commercial 1 376 805 00 1 968 555 00 591750 ay 245 Associating Bar Graphs With Measures Reference Display Modes in the OLAP Control Panel The Measures box from which you select a display mode is located in the lower right corner of the OLAP Control Panel as shown in the following image Drill Across Shift Up 4 x Remove L Region Shift Down E Drill Down L Continent Measures V Balance V CANADA DOLLAR I Stack Measures I Show Graph ae The state of each measure check box determines how the measure appears in the report output In this illustration I The COST and PRICE measures will appear in the report output check mark in the boxes 4 The Profit measure and its associat
66. 0 Q3 Audio Expert Digital 50 076 44 210 406 00 at Ty City Digital 41 307 10 128 967 00 Q4 eMart Analog 39 515 9 383 389 00 a3 eMart Analog 36 306 8 308 647 00 Q2 Ty City Digital 29 627 6 732 303 00 Q2 AV VideoTown Digital 21377 5 928 507 00 Q4 Audio Expert Analog 25 897 5 916 936 00 Tip To invert the sort order click either the solid or hollow part of the diamond button How to Sort Measures High to Low Low to High From the Control Panel 1 2 Open the OLAP Control Panel Click a measure in the Measures pane to open the sort options pane do not click the Measures check pane which controls the display of a measure not its sorting Verify that the Sort panel is checked this setting is required to apply sorting specifications to the selected measure Select the High to Low or Low to High options button to specify the sort order you wish to apply The default sort order is high to low Click OK The sort pane is replaced by the Measures pane where the measure becomes blue to indicate that sorting specifications have been defined WebFOCUS 5 Analyzing Data in an OLAP Report Procedure 5 Click Run to display the report with sorting applied to the selected measure The diamond button next to the sorted measure changes to reflect the sort order If high to low the top half of the diamond is solid blue If low to high the bottom half is solid blue Note 4 Report execution is automatic when you sort a mea
67. 03 5 12 18 PM EST Order Look for Pion SER Report Friday October 11 2002 2 40 00 PM EDT M Report I Web Address Web Page Enabled I Folder F all Problem J Count Report Friday October 11 2002 2 40 00 PM EDT Date Modified Enabled ce i Product Created or Modified i Report Friday October 11 2002 2 39 59 PM EDT C during the previous U day s Enabled C during the previous hi month s between 2 2 fo 2 200 E ana 2 Ao e A Basic Search v 4 j E Local intranet 8 Close the window to exit the search Creating a Favorites List In Dashboard you can populate your Favorites list with reports graphs hyperlinks and any other item type except reporting objects that you want to quickly and easily access The Favorites list contains two tabs Dashboard and Mobile and is easily accessible from the Favorites hyperlink in the banner Note You can also add a Favorites content block that will automatically display your list of favorites in your Dashboard view For instruction on creating a content block see Adding a Content Block on page 82 WebFOCUS Managed Reporting End User s Manual 71 Setting User Options The following image shows the Favorites dialog box displaying a sample list of saved reports in the Dashboard tab Dashboard _ 2 Across with BY phrases _ 28 Multiple BY phrases M EE PPTBASIC r 2 webarchive Report items stored in the Dashboard tab of the F
68. 1 124 defining in a Master File 121 defining in a procedure 121 OLAP hyperlinks 123 OLAP interface options 123 OLAP reports 124 128 140 141 143 146 147 148 149 150 151 163 166 180 199 200 208 222 225 227 230 231 232 233 adding data 222 applying data visualization graphs 199 200 applying selection criteria 180 deleting data 222 225 227 displaying a HTML active report 232 displaying as graphs 208 displaying in PDF format 231 233 hiding sort fields 166 pivoting data 124 163 removing sort criteria 149 reversing the order of data 150 151 saving 230 231 saving as Excel files 232 saving as My Reports 233 saving in Managed Reporting folders 233 sorting 140 141 146 147 148 150 WebFOCUS OLAP sample files 113 OLAP save options 131 OLAP searches 113 OLAP Selections pane 122 126 129 178 207 applying criteria from 178 OLAP selections panel 15 113 237 data visualization and 237 OLAP sorting options 131 OLAP syntax summary 121 OLAP tools 121 122 123 126 127 130 Control Panel 130 selecting 121 123 Selections pane 122 OLAP enabled reports 113 OLAP enabled Standard Reports 113 OLAP enabling a data source 121 OLAP enabling reports 121 123 Online Analytical Processing OLAP 111 opening Dashboard 21 ordering data 150 151 organizing Dashboard content 80 output blocks 25 77 82 P parameters saving 54 57 passwords changing 22 percentiles 168 170 perfo
69. 10 259 47 Note The options available may vary depending on your OLAP format settings For more information see Setting OLAP Reporting Options on page 122 The report runs automatically The new report is sorted by quarter and store as shown in the following image QUARTER at Store Name AV VideoTown Audio Expert City Video Consumer Merchandise Ty City Web Sales eMart AV VideoTown Audio Expert City Video Consumer Merchandise TY City Web Sales eMart ae n j u fa e a io Ie io jx im lo k e jn En 4 D E a Go gt M jw o gt w je jh ho o co je jw j t e jo j gt W joo joo I co e in jon o O e j Kh 0o O in j gt aa io M co M pas Line Costs of Goods Sold 20 219 520 30 91 674 678 17 6 510 895 46 10 969 794 12 31 055 188 11 916 536 57 102 058 543 38 18 345 929 62 84 822 692 51 4 895 360 24 11 587 998 18 21 618 209 99 1 645 453 76 89 247 496 62 WebFOCUS 5 Analyzing Data in an OLAP Report Procedure How to Delete a Dimension Element From the Control Panel 1 Select the element in the Drill Down or Drill Across pane The buttons above the pane become active 2 Click Remove xi The element is deleted from the Drill Down or Drill Across pane 3 Click Run to see the new report Example Deleting a Dimension Element From the Control Panel The following is an example of deleting a dimen
70. 109 400 00 78 449 16 467 146 00 06 983 25 092 678 00 6 287 1 315 015 00 7196 1 607 513 00 6 980 1 542 036 00 14 957 3 251 090 00 19 077 3 772 119 00 41 307 10 128 967 00 545 124 366 00 829 190 201 00 97 128 21 152 262 00 08 221 24 990 368 00 2 To change the order of columns drag and drop Line Costs of Goods Sold before Quantity The cursor changes to a plus sign to designate where you can drop the field The report as shown in the following image now displays the Quantity column as its last column QUARTER Q1 WebFOCUS Managed Reporting End User s Manual B Store Name AV videoTown Audio Expert City Video Consumer Merchandise Ty Ci web Sales BJPRODTYPE Line Cost Of Goods Sold Quantity nalo igita i nalo E ita nalo E igita Analo igita F nalo igital FE nalo 1 igital Analog Digital 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 3 251 090 00 3 772 119 00 10 128 967 00 124 366 00 190 201 00 21 152 262 00 24 990 368 00 18 449 22 206 78 449 105 98 8 j a jos i W e jN o im jw o jo jo j gt N o jw o joo jo W mm im Mm lo jm w jco M io gt jo co jw e hm Ih gt joo 215 Controlling the Display of Measures in a Report Hiding and Displaying Measures Procedure Example 216 How to Hide or Expose
71. 2 167 880 You wish to show the measure titles and data values in rows BRAZIL CANADA GUATEMALA HONDURAS MEXICO UNITED STATES HONG KONG 45 493 501 56 212 634 727 810 39 472 857 LLI ELE 83 061 718 228 336 331 88 068 897 ISRAEL JAPAN 25 368 704 114 591 945 e Run CANADA DOLLAR 59 035 032 63 690 901 78 697 688 1 018 934 65 262 000 116 286 405 319 670 863 123 296 456 35 516 186 160 428 723 e Reset j Help 3 Click the OLAP button on the band below the Selections pane to open the Control Panel 212 WebFOCUS 5 Analyzing Data in an OLAP Report 4 Click the Stack Measures check pane below the Measures pane as shown in the following image Z WebFOCUS OLAP Control Panel Web Page Dialog 2 xi Dimensions gt Geographic Area F Risk Drill Across Drill Down Measures t Continent V Balance Tt Country M CANADA DOLLAR inl Stack Measures I Show Graph gt Run j F Save h Help j PSelection Criteria WebFOCUS Managed Reporting End User s Manual 213 Controlling the Display of Measures in a Report 5 Click Run to execute the report and display the titles and values of the measures stacked over each other in separate rows as shown in the following image v Measures w Graph Continent Region Country a amp E X RISK_CLASS Risk Factor v e oAaP Pm Run e Reset PM Save _ Help J E Continent Country AMERICAS ARGENTINA Balance
72. 3 pivoting 163 repositioning 158 content block types 82 content blocks 63 77 78 82 85 86 89 90 91 93 94 adding 82 adding items 86 adding items from domain search 85 and EXL2K PIVOT format 85 changing names of 90 creating 78 82 deleting 86 deleting items 86 89 247 Index content blocks continued editing 86 89 hiding 90 hiding the toolbar 91 layout 93 94 maximizing 63 types 77 Content List 82 content page names 63 content page publishing 81 content pages 80 81 93 creating multiple 80 rearranging 80 selecting layout 93 Content window 78 Control Panel 123 127 129 130 131 146 150 163 180 185 208 analysis and 130 Date Selection pane 185 graph pane 208 graphing results of a report request 208 opening 123 129 ordering data 150 pivoting data elements 163 selection criteria pane 180 sorting data elements 150 unique functions 131 creating a Favorites list 71 creating OLAP graphs 200 cross century dates 199 custom reports 34 36 39 40 106 creating folders 39 creating in Dashboard 34 deleting folders 39 in Dashboard 36 39 40 customizing Dashboard 25 78 248 Dashboard 14 17 19 20 21 22 23 24 26 27 41 58 60 67 69 78 browser settings 23 24 customizing 78 logging on 22 opening 21 PowerPoint integration 58 60 searching domains 67 69 selecting domains 27 text editor 41 Dashboard banner 26 Dashboard Domain Tree 32 Dashboard layout 26 Dashboard
73. 38 00 3 761 286 00 114 448 00 Bar graphs that project to the right of the zero line represent positive values while bar graphs that project to the left of the zero line represent negative values 236 WebFOCUS 6 Visualizing Trends in Reports The length of each vertical or horizontal bar graph is proportional to the magnitude of its associated data value The shortest bar graph appears for the value with the minimum magnitude the longest bar graph for the value with the maximum magnitude and bar graphs of varying length appear for each value within the minimum maximum magnitude range Notice in the figure that a value of 147 490 00 produces a longer horizontal bar graph than a value of 50 153 00 Therefore a complete row of vertical bar graphs or a complete column of horizontal bar graphs forms a bar chart You can only apply data visualization bar graphs to numeric report columns integer decimal floating point single precision floating point double precision and packed Bar graphs applied to alphanumeric date or text field formats are ignored You can display data visualization bar graphs in OLAP enabled HTML reports where bar graphs are applied to Measures Associating Bar Graphs With Measures In this section Data Visualization Bar Graph Attributes Applying Bar Graphs to Measures in an OLAP Report Applying Bar Graphs to Measures Using the Selections Pane or Control Panel You can associate data visualization ba
74. 4 785 00 ZT Digital PDA Commercial 2 592 904 608 00 03 CD Players QX Portable CD Player 538 53 262 00 Camcorders 650DL Digital Camcorder 150 X 1 101 781 710 00 DYD Combo Player 4 Hd VCR DVD 1 063 307 207 00 DVD Upgrade Unit for Cent VCR 589 81 871 00 Since all relevant information is now visible no further drill downs are possible and the measure is no longer represented as a hyperlink Next verify this behavior at another level in the hierarchy 3 Click the Back button in your browser to return to the original report 4 Click Q1 to see the monthly breakdown for that quarter 5 Click AV VideoTown You are now looking at types of products sold quantity sold and line cost of goods sold at AV VideoTown 6 Drill down on 1 426 under Quantity as shown in the following image Line Cost Of E Product Type Quantity Goods Sold Analog 147 35 280 00 Digital 299 504 00 PRODTYPE Digital serves as the limiting criterion Therefore the expanded hierarchy shows the next level of detail for each digital product This level is comprised of digital product categories PRODCAT and the names of the products in each category Product Names WebFOCUS Managed Reporting End User s Manual 137 Drilling Down On Dimensions and Measures Example 138 The report displays as shown in the following image the detailed data for each element in the PRODTYPE dimension in this case the product categories and product names
75. 4 To expose a hidden measure click the check pane until you see a check mark Tip You can use the same check pane to display a column of data visualization bar graphs for numeric measures This setting is represented as a graph in the check pane For details see Visualizing Trends on page 199 3 Click Run to execute your report WebFOCUS Managed Reporting End User s Manual 221 Adding and Removing Dimensions Adding and Removing Dimensions Procedure Example 222 How to Add a Dimension Element From the Control Panel Delete a Dimension Element From the Report Delete a Dimension Element From the Control Panel Since all of the values in a dimensions hierarchy are available in an OLAP report you can add dimensions to the OLAP report at any time without returning to the original report request You can add dimensions from J An OLAP report The Control Panel How to Add a Dimension Element From the Control Panel 1 2 Open the Control Panel Select a report layout pane Drill Down or Drill Across to indicate how you want the new sort dimension to be used in the report Expand a dimension in the Dimensions pane at the top of the window then click the dimension element you want to add to the designated layout pane The new dimension is added to the bottom of the list If you wish to change the position of the new sort field click the up arrow to reposition it Click Run to execute your report with th
76. 47 E Audio Expert Analo 110 762 25 053 803 36 E Digital 212 919 59 768 999 15 MEM 4 Sort the data by highest value by either right clicking Line Cost of Goods Sold and choosing Sort by Highest or clicking the Up arrow the tool tip reads Sort LINE_COG highest to lowest WebFOCUS Managed Reporting End User s Manual 115 We Do It Every Day Typical Web Query As shown in the following image the report shows that Audio Expert has the highest sales in the digital product lines in Quarters 1 and 2 with eMart trailing slightly Each value under the QUARTER Store Name and PRODTYPE column is hyperlinked for more details Biquarter Si store Name Biproprvpe S quantity Line cost of Goods Sold Q2 mmm Audio Expert Digital 111 421 28 064 250 00 ME at cick Audio Expert Digital 105 983 25 092 678 00 MEE a eMart Digital 108 221 24 990 36800 ME Q2 eMart Digital 115 102 2497151200 M a eMart Analog 97 128 21 152 262 00 ME a2 eMart Analog 74 737 16 789 403 00 ME a Audio Expert Analog 78 449 16 467 146 00 ME a4 eMart Digital 72 126 14 000 951 00 B a3 eMart Digital 66 156 13 867 709 00 BE a2 Audio Expert Analog 57 944 11 868 758 00 i a3 Audio Expert Digital 50 076 11 210 406 00 J a4 Audio Expert Digital 53 275 11 190 923 00 B at TV City Digital 41 307 10 128 967 00 ME a4 eMart Analog 39 515 9 383 389 00 EE 3 eMart Analog 36 306 8 308 647 00 WEE a2 Tv City Digital 29 627 6 732 303 00 E a2 AV VideoTown Digital 27 377
77. 6 nalo 57 944 igi 50 076 53 275 41 307 39 515 36 306 29 627 27 377 25 897 PEREEEEEEE Audio Expert Audio Expert Audio Expert Iv City eMart eMart Ty City AV VideoTown Audio Expert PREEEERE 28 064 250 00 26 092 678 00 24 990 368 00 24 971 512 00 21 152 262 00 16 789 403 00 16 467 146 00 14 000 951 00 13 867 709 00 11 868 758 00 11 210 406 00 11 190 923 00 10 128 967 00 9 383 389 00 8 308 647 00 6 732 303 00 928 507 00 916 936 00 Applying Bar Graphs to Measures Using the Selections Pane or Control Panel You can apply data visualization bar graphs to any numeric measure To indicate the measures for which you want to display bar graphs you click the check box located to the left of each measure This check box has three states that control the display modes for the measure 240 WebFOCUS 6 Visualizing Trends in Reports In the following table the first column shows the three check box states and the second column provides descriptions for the display modes Check Box State Display Mode for the Measure Mi Check mark Displays the measure La Graph icon Applies a bar graph to the measure and displays both the measure and its associated bar graph T Blank box Does not display the measure or an associated bar graph You click the check box next to a measure until it reflects the display mode you want If an OLAP report contains a measure that does not appear in the report
78. 69 545 00 Digital 10 737 2 632 355 00 42 786 9 826 681 00 Procedure How to Pivot Rows and Columns From the Control Panel You can change a field from one that sorts data vertically creating rows to one that sorts data horizontally creating columns or vice versa 1 Open the OLAP Control Panel 2 Select the title of the row or column you want to pivot in the Drill Down or Drill Across pane 3 Click the Pivot button The title appears in the new location 4 Click Run to execute your report WebFOCUS Managed Reporting End User s Manual 163 Sorting Data Example Pivoting Rows Into Columns From the Control Panel The following is an example of pivoting rows into columns from the Control Panel 1 Run the Standard Report OLAPREP2 2 Click Q1 The report is now sorted vertically by month store and product type as shown in the following image E MONTH StoreName PRODTYPE S Quantity amp Line Cost Of Goods Sold 01 AV VideoTown Analog 147 35 280 00 Digital 1 426 299 504 00 Audio Expert Analog 14 061 2 281 228 00 Digital 14 062 3 432 741 00 City Video Analog 1 097 199 968 00 Digital 1 382 339 594 00 Consumer Analog 1 801 369 868 00 Merchandise Digital 3 580 800 913 00 Ty Ci Analog 3 257 683 014 00 Digital 6 281 1 470 194 00 Web Sales Analog 86 18 889 00 Digital 136 33 877 00 eMart Analog 6 407 1 282 935 00 Digital 10 737 2 632 355 00 02 AV VideoTown Analog 9 124 1 982 103 00
79. Browser Font Change the Text Size in Your Browser Override Web Page Formatting and Style Sheets We recommend that you change the following Internet Explorer browser settings for use with Dashboard m m m Browser colors to Windows colors Web page font to Arial Browser text size to medium It is also recommended that you override Web page formatting and Style Sheets How to Change Your Browser Colors 1 From the Tools menu in Internet Explorer select Internet Options The Internet Options dialog box opens Click the General tab Click Colors The Colors dialog box opens Click the Use Windows colors check box or Deselect the Use Windows colors check box and select black for the text color and white for the background color WebFOCUS 2 Using Dashboard 5 Click OK to clear the Colors dialog box 6 Click OK to clear the Internet Options dialog box Procedure How to Change Your Browser Font 1 From the Tools menu in Internet Explorer select Internet Options The Internet Options dialog box opens Click the General tab Click Fonts The Fonts dialog box opens Select Arial for the Web page font Click OK to clear the Fonts dialog box DARON Click OK to clear the Internet Options dialog box Procedure How to Change the Text Size in Your Browser 1 From the View menu in Internet Explorer select Text size 2 From the pop up menu select Medium Procedure How to Override Web Page Form
80. Commercial 13 591 4 743 259 00 ZC Digital PDA Standard 2 429 604 821 00 Notice that STORENAME is eMart PRODTYPE is Digital and PRODCAT is PDA Devices OLAP Reporting Requirements In this section OLAP Enabling Data OLAP Enabling a Report OLAP Terminology OLAP reporting requires some preparation both of the data to be reported against and of the report itself In many instances this preparation is entirely transparent having been done before a user encounters an OLAP report However for developers who are charged with OLAP enabling data and reports and for users who wish and are authorized to OLAP enable their personal reports the following summary will be useful 120 WebFOCUS 5 Analyzing Data in an OLAP Report OLAP Enabling Data Behind the scenes of any WebFOCUS OLAP report is a hierarchical data structure For example a typical hierarchy of sales regions might contain a GEOGRAPHY category including the fields in descending order Region State and City Region the highest level in this hierarchy would contain a list of all available regions within GEOGRAPHY State the second highest level in the hierarchy would contain a list of all available states within those regions and others In WebFOCUS the hierarchical structure is generally built into the Master File for a data source where it becomes active for any report that uses that data source Developers or administrators who are responsible for
81. D is ntuser1 Thursday September 27 2001 Acme returns over 24 days Submitted by Server ID NTUSER1 2 27 11 PM Manufacturing 1 000 Current ID is ntuser1 102 WebFOCUS 4 Using the Deferred Report Status Interface Setting the Automatic Refresh Interval How to Set the Automatic Refresh Interval You can set the automatic refresh interval to any value The default is 5 seconds and there is no maximum value Procedure How to Set the Automatic Refresh Interval 1 Enter a time interval in seconds in the input box below the gray toolbar The default value is 5 seconds There is no maximum value 2 Check the box to enable automatic refresh Viewing Deferred Reports How to View a Deferred Status Report You must access the Deferred Report Status Interface to view deferred reports Procedure How to View a Deferred Status Report 1 Open the Deferred Report Status Interface 2 To view the output of a deferred report a Locate the report description under the Completed tab b Click View under the Options column to view the report The output appears in a new window 3 The Deferred Report Status Interface remains open until closed a To return to the Deferred Report Status Interface close or minimize the report output window b To return to your reporting environment close or minimize the report output window then close the Deferred Report Status Interface 4 Click Refresh to obtain the most current
82. ERICAS 40 200 667 56 280 934 ASIA EUROPE 421 977 597 170 768 636 202 660 842 2 To sort the report in reverse alphabetical order click the OLAP button on the band below the Selections pane to open the Control Panel 3 Select Continent in the Drill Down pane and click the Sort _ button The sort pane opens WebFOCUS Managed Reporting End User s Manual 151 Sorting Data 4 Under Sort Order choose the High to Low options button as shown in the following image on the OLAP Control Panel Z WebFOCUS OLAP Control Panel Web Page Dialog 2 x Dimensions Click a Box to Add gt Geographic Area E Continent Values E Region Values a Country Values gt Risk Continent Sort Tiles Sort Order Limit Output Low to High Limit 5 r High to Low Hide O Rank 1 2 3 You could sort data by highest or lowest You can also rank data by highest You can limit the number of records to display per report You can also hide a sort field and unhide it Py Ok Ph Cancel gt Run j F Save j b gt Help PSelection Criteria 5 Click OK The main Control Panel window reopens 6 Repeat the process for Region select Region in the Drill Across pane and click the Sort button When the sort pane opens select the High to Low options button and click OK The main Control Panel window opens 7 Click the Run button 152 WebFOCUS 5 Analyzing Data in an OLAP Report i Both dimen
83. How to Access the Content Window 1 From the Dashboard banner click Personalize 2 Select Content from the menu The Content window opens Procedure How to Exit the Content Window For users after you have created all of your content blocks click Done on the Content window to save all changes and exit the Content window Dashboard automatically refreshes to include your changes and you return to the Dashboard view WebFOCUS Managed Reporting End User s Manual 79 Creating Content Pages Creating Content Pages 80 In this section Publishing Reports to Content Pages in Dashboard How to Create Content Pages You can create Dashboard content pages that contain content blocks and the ReportCaster Report Library Watch List and Deferred Status user interfaces Accessing the ReportCaster Report Library Watch List or Deferred Status interface from its own Dashboard content page is different than accessing the interface from banner hyperlinks which open a new browser window when the hyperlink is clicked Content pages appear as tabs that display the name of the content page across the top of the content area Content pages can be viewed by clicking the appropriate tab Using content pages enables you to 1 Expand the amount of space you have to display content in Dashboard Organize Dashboard content 4 Keep the default view created by the Dashboard Administrator and create your own personalized content pages Cont
84. LAP report shows several years of data about reported problems falling into five categories incorrect labeling missing components physical damage power failure remote failure Date Problem Problem Problem Problem Reported Number Occurrence E Category m Incorrect Labeling 1998 04 05 1998 04 19 1998 05 03 1998 05 31 1998 06 07 1998 06 21 1998 07 05 1998 07 26 aang WebFOCUS Managed Reporting End User s Manual 187 Limiting Data You want to investigate problems reported on June 6 2001 You can limit data based on a single date from the Control Panel Date Problem Problem Problem Problem Category Reported Number Occurrence Mechanical Failure 2000 09 15 2000 09 25 2000 09 29 Note To show the selection of a particular date a dimension component has been added to the procedure This dimension places Date Problem Reported in the Time Period dimension hierarchy directly below the root 2 Click the OLAP button below the report to open the Control Panel The OLAP button appears at the bottom of this report because the OLAP CONTROL setting was selected For details see Setting OLAP Reporting Options on page 122 3 Click the Selection Criteria button at the bottom of the Control Panel The Selection Criteria pane opens 4 In the Dimensions pane above the Selection Criteria pane expand the TIMEPERIOD hierarchy 5 Click Values under Date Problem Reported 188 WebFOCUS 5 Analyzing
85. Manual 209 Controlling the Display of Measures in a Report Note m If you select the Show Graph check pane and click Run without selecting a controlling graph style the default style Vertical Bar is applied If you click Run without selecting the Show Graph check pane a tabular report appears without a graph If you select at least one measure in the Measures and GraphStyle pane without selecting the Show Graph check pane when you click OK the system automatically selects the Show Graph check pane The tabular report appears with a graph You cannot choose to graph alphanumeric or date fields If there are no numeric measures the Show Graph check pane and the Graph button are disabled grayed out Controlling the Display of Measures in a Report In this section Stacking Measures Changing the Order of Measure Columns Hiding and Displaying Measures While you cannot add new measures to an OLAP report without returning to the original report request you can adjust the display of the measures in the report in several ways You can m m m m 210 Stack measures in rows Change the order of measure columns Hide and expose measures Add a column of data visualization bar graphs following any numeric measure WebFOCUS 5 Analyzing Data in an OLAP Report Stacking Measures How to Display Stacked Measures When you have more than one measure in an OLAP report you can stack the measures in separa
86. My Reports Custom Reports folder the Confirm Create New File dialog box opens as shown in the following image There already exists a My Report Custom Report with internal name admin sales_summary fex Would you like to create the item with a new internal name This dialog box notifies you that the internal name already exists in the folder and asks you to confirm that you want to make a copy of the source file with a new internal name 38 WebFOCUS 2 Using Dashboard If you confirm the copy a copy number is appended to the name of the copied file as shown in the following image and Dashboard creates a new internal name for this file Standard Reports Reporting Objects X My Reports 9 Custom Reports Sales Summary Sales Summary Copy 1 E 9 Profit Sales Summary Copy 2 Shared Reports E Other Files Note After pasting a file you can change the name that displays in the Dashboard tree of the user interface using the Properties option This does not change the internal name filename ext of the file Procedure How to Create or Delete New Custom Report Folders 1 2 3 4 In the Domain Tree expand the My Reports folder Right click Custom Reports and select New Folder Enter a name for the new folder in the New Folder dialog box and click Save The new folder appears in the Custom Reports folder To delete a folder in Custom Reports right click the folder and select Delete WebF
87. OCUS Managed Reporting End User s Manual 39 Creating Reports in Dashboard Procedure How to Edit a Custom Report Edit only one report at a time when using InfoAssist Power Painter Report Assistant or Graph Assistant 1 In the Domain Tree expand the My Reports folder then expand the Custom Reports folder 2 Right click the desired Custom Report and select the tool you created the report with InfoAssist Power Painter Report Assistant or Graph Assistant or select Editor to edit the report code manually in the Dashboard text editor For details on using 4 InfoAssist see the InfoAssist User s Manual Power Painter see the Creating Compound Reports With Power Painter manual Report Assistant see the Creating Reports With Report Assistant manual Graph Assistant see the Creating Charts With Graph Tools manual C O O O Editor see Dashboard Text Editor on page 40 Note After editing with the Dashboard text editor you will not be able to use reporting or graphing tools to open reports created using InfoAssist Power Painter Report Assistant or Graph Assistant because the tools cannot read some user added syntax Edit the report as necessary and save any changes To change the name of the custom report click the report and select Properties Edit the name in the Description text box Click OK o a E a Reference Dashboard Text Editor You can use the text editor to create view edit and run the source
88. OCUS Web application deployed on your Application Server The default value is ibi_apps Note Information Builders recommends that users do not share user IDs when using features that assign ownership of content or access to information based on the Managed Reporting user ID The features that fall into this area are Deferred Reporting and ReportCaster Within ReportCaster there are many considerations in the area of ownership of schedules distribution lists access lists Report Library access to view reports and distribution of reports to Managed Reporting Another area of consideration is tracing and debugging because when you are looking for the actions of a user that has multiple users using the same user ID isolating the problem becomes more difficult Procedure How to Open a Public or Group View 1 Enter the following URL in your browser to open the WebFOCUS Business Intelligence Dashboard index page http hostname port wf_context_root bid or If you know the name of the page you want to go to enter For public views http hostname port wf_context_root bid viewname mpv For group views http hostname port wf _context_root bid viewname _gbv WebFOCUS Managed Reporting End User s Manual 21 Opening Dashboard where hostname port Is the host name and optional port number specified only if you are not using the default port number where the WebFOCUS Web application is deployed wf_context_
89. OLAPREP2 WebFOCUS 5 Analyzing Data in an OLAP Report 2 Click the top half of the diamond button next to Quantity to sort values from high to low The dimension values adjust accordingly The report now shows the Quantity values from high to low but according to the QUARTER sort order as shown in the following image BJQUARTER StoreName PRODTYPE 4 Quantity 4 Line Cost Of Goods Sold Q2 eMart Digital 115 102 24 971 512 00 Q2 Audio Expert Digital 111 421 28 064 250 00 at eMart Digital 108 221 24 990 368 00 at Audio Expert Digital 105 983 25 092 678 00 You would like to change the sort order in the report making Store Name the first sort field followed by PRODTYPE and QUARTER 3 Click the square icon button next to QUARTER to open the Control Panel 4 Select Quarter from the Drill Down pane 5 Click the Shift Down arrow twice WebFOCUS Managed Reporting End User s Manual 159 Sorting Data QUARTER is now the third item in the Drill Down list as shown in the following image Z WebFOCUS OLAP Control Panel Web Page Dia F X Dimensions Click a Box to Add Location gt Time Period E YEAR Values B QUARTER Values E MONTH Values P Product Dimension Drill Across Shift Up T X Remove Pivot Drill Down Measures t Store Name W Quantity T Product Type 7 Line Cost Of Goods Sold T CHR i amp Stack Measures C Show Graph gt Run j F Save Ph Help P
90. Power Painter Power Painter is a Web layout and report creation tool that enables you to create output and page layout formats It combines reporting graphs and page layout design in a single tool Report Assistant Report Assistant is an HTML based tool that you use to create tabular reports From Report Assistant you select the data that constitutes your report create new data from existing data apply screening conditions to the data as well as format and style your report Graph Assistant The Graph Assistant is an HTML based tool that guides you through the creation of a graph The Graph Assistant enables you to create and style your graphs WebFOCUS Managed Reporting End User s Manual 15 Managed Reporting Interface Graph Editor The Graph Editor enables you to change the style or formatting of graph output after it appears The Graph Editor may not be available with the graph that you run Your Administrator will decide which graphs you can edit OLAP Selections Panel and OLAP Control Panel The Online Analytical Processing OLAP selections panel and OLAP Control Panel enable you to view and manipulate data in your report With these tools you can make changes on demand and immediately see the output that results from your selections OLAP offers you many analytical features to help you interpret the data in your report ReportCaster ReportCaster is a tool that allows you to manage and schedule the distribution of your repor
91. Properties 31 dialog 31 Dashboard toolbars 26 Dashboard user options 72 data sources for OLAP analysis 121 data visualization 235 236 237 238 241 242 243 246 applying to measures 241 243 246 bar graphs 238 deleting from measures 242 display modes 241 246 OLAP Control Panel and 237 241 OLAP selections panel and 237 241 data visualization bar graphs 199 200 date elements in OLAP reports 185 186 191 194 198 adding 198 applying date ranges 185 191 194 applying selection criteria to 185 186 deleting 198 date fields in OLAP reports 186 specifying selection criteria 186 date formats 185 186 199 Julian dates 199 limitations 199 WebFOCUS date formats continued smart dates 199 specifying 185 date ranges in OLAP reports 176 186 191 193 applying 176 applying criteria to 191 193 selecting 176 Date Selection pane 199 dates 198 specifying in OLAP reports 198 DEFCENT value 199 deferred receipt 15 deferred report delete options 97 deferred report help options 97 deferred report refresh options 97 deferred report sort options 97 Deferred Report Status interface 78 80 81 96 97 98 99 100 101 102 103 104 108 109 deleting reports 96 99 101 deleting Unknown tickets 108 expiration setting 101 options 104 parameters 96 100 104 refreshing 98 sorting 98 viewing reports 96 98 103 deferred reports 62 63 96 98 99 100 101 102 103 104 106 109 Completed 109
92. Quantity E QUARTER Name B Product Store Name 7 Line Cost Of Goods Sold at AV VideoTown Analog T rroduct Type Digital Audio Expert Analog Digital City Video Analog gt Digital J Stack Measures Consumer Merchandise Analoq tl J Show Graph Digital Run Save Help _ PSelection Criteria Ty Ci Analog Mimital Bie a eS e WebFOCUS Managed Reporting End User s Manual 127 Three Ways of Working With OLAP Data Three Ways of Working With OLAP Data The Report In this section The Report Selections Pane OLAP Control Panel There are three ways to work with OLAP data from the report itself from the Selections pane and from the Control Panel This documentation is organized to help you understand what you can do from each location and which method is most suitable and efficient for your particular OLAP settings You can perform a wide range of basic analytic functions from the report itself Changes you make in the report are implemented instantly Every OLAP user can perform these tasks 4 Sort the data in measures in either ascending lowest value to highest or descending order highest value to lowest J Drill down on measures dimensions or both depending on the settings described in Setting OLAP Reporting Options on page 122 Hide fields in the current report View hidden fields in the dimensions hierarchy and add them to the report Change a vertical By sort field to a horizontal Acr
93. RODTYPE 43 Quantity 3 Line Cost Of Goods Sold 18 449 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 1 315 016 00 1 607 513 00 1 542 036 00 3 251 090 00 io jN io e SY cn co ow wo eK we oO je jon joo feo joo joo je Im lo Im IN e ko F fai Co io 3 772 119 00 10 128 967 00 124 366 00 an Fa an co im co 190 201 00 21 152 262 00 24 990 368 00 2 663 655 00 f a jo jo joo S m i e o m N i ie WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following image the report now shows total quantity for digital products sold at AV VideoTown broken out by month product category and product name Notice that Store Name no longer appears Since it is the lowest level of the Location dimension there is no lower level of detail Si MONTH Bipropcat gq Product Name Zz Quantity E Line Cost Of Goods Sold 01 DYD Combo Player 4 Hd VCR DVD 147 42 483 00 DVD Upgrade Unit for Cent VCR 147 20 433 00 Digital Tape Recorders R5 Micro Digital Tape Recorder 566 39 054 00 PDA Devices ZT Digital PDA Commercial 566 197 634 00 02 CD Players QX Portable CD Player 2 161 213 939 00 Camcorders 650DL Digital Camcorder 150 X 545 386 950 00 DVD Combo Player 4 Hd VCR DVD 624 180 336 00 DYD Upgrade Unit for Cent VCR 621 86 319 00 Digital Tape Recorders R5 Micro Digital Tape Recorder 2 815 194 235 00 PDA Devices ZC Digital PDA Standard 1 465 36
94. Run j a Reset a Save Help J CANADA DOLLAR 260 574 240 242 488 333 11 592 384 RISK CLASS Balance 186 124 457 173 205 952 E Continent AMERICAS Region NORTH AMERICA Procedure How to Apply Selection Criteria From the Control Panel 180 1 2 Open the Control Panel Click the Selection Criteria button at the bottom right of the window The Selection Criteria pane opens In the Dimensions pane above the Selection Criteria pane expand a dimension and click Values A secondary window opens Select one or more values press the Ctrl key to multi Select Click OK to return to the Selection Criteria pane where the selected values appear in the drop down lists 4 If a Developer has applied selection criteria to the Reporting Object from which you create an OLAP report you only see the selected acceptable values of the field 4 If no selection criteria have been applied you see all the values of the field in the drop down lists In the Selection Criteria pane click a relational operator next to the dimension to specify the relationship that you want to base selection on For example gt or lt Fora complete list see Selection Criteria Relational Operators on page 176 Repeat the process for other dimensions whose values you wish to limit Click Run to execute your report WebFOCUS 5 Analyzing Data in an OLAP Report Limiting Continents and Countries From the Control Panel Exam
95. S Reporting Server and deletes the deferred request ticket from the WebFOCUS Repository Unknown When a deferred request is listed in the Unknown tab the Delete option deletes the deferred request ticket from the WebFOCUS Repository Completed When a deferred request is listed in the Completed tab the Delete option removes the report from the window deletes the deferred report results from the WebFOCUS Reporting Server and deletes the deferred request ticket from the WebFOCUS Repository 4 Running When a deferred request is listed in the Running tab the Delete option deletes the deferred request ticket from the WebFOCUS Repository and cancels the job on the WebFOCUS Reporting Server Note The Delete drop down list in the toolbar at the top of the Interface provides options to delete All All Completed All Running All Queued All Expired or All Unknown reports depending on which report status types exist in the Interface 4 View Available when the report status is Completed The View option displays the completed report in a new browser session or the report format may result in the opening of a Windows dialog box that prompts you to save the report to disk or open the report within an application such as Microsoft Excel Microsoft Word or Adobe Acrobat WebFOCUS Managed Reporting End User s Manual 99 Deferred Report Status Interface Features 100 Save Available when the report status is Completed
96. SIA 247 320 613 346 248 858 EUROPE 332 527 971 465 539 159 4 Click the Run button on the band below the Selection pane to generate the graphs WebFOCUS 5 Analyzing Data in an OLAP Report The following image shows the results of the graph selections v Measures v Graph Continent a RISK_CLASS Risk Factor FI 5 all E All All KA l AMERICAS EUROPE Continent Balance m CANADA_DOLLAR M Continent Balance CANADA DOLLAR AMERICAS 495 472 731 693 661 823 ASIA 247 320 613 346 248 858 EUROPE 332 527 971 465 539 159 Procedure How to Create a Pie Chart From the Selections Pane The following procedure is an example of creating a pie chart from the Selections pane 1 Run the Standard Report OLAPREP2 The report shows order information for stores that sell electronic products from Century Corporation Audio Expert shows the highest numbers with orders of digital products significantly exceeding analog You want a clearer picture of how the digital orders breakdown by product so you decide to create a pie chart WebFOCUS Managed Reporting End User s Manual 205 Displaying Graphs and Reports 206 in the following image 2 Click Digital for Audio Expert in Q2 to hone in on the data you want to graph as shown Audio Expert City Video Consumer TY Ci Web Sales eMart Audio Expert The report now shows the Quantit
97. Saved Parameters folder under the domain where you ran the report Some domains may be restricted and not allow you to save My Reports In this case the OK button is not available to you it is greyed out When you select a domain where you are authorized to save My Reports then the OK button is available for selection 4 Type a name for the report and click OK The report is saved in the Saved Parameter Reports folder under My Reports WebFOCUS Managed Reporting End User s Manual 57 Stopping Requests in Dashboard Note You may need to click the refresh button circle with arrow in the toolbar to refresh the domain and view the new report Stopping Requests in Dashboard You can cancel all active Business Intelligence Dashboard requests that you initiated in your browser session on all available Reporting Servers To do this from the Dashboard banner click Utilities then select Stop Requests in the drop down menu A Stop Request information window opens and displays the status of the request Note If this option is not available see your Managed Reporting Administrator or Developer PowerPoint Integration With Dashboard 58 In this section Exporting Reports to PowerPoint From Dashboard Exporting Static Graphs to PowerPoint From Dashboard Exporting Live Graphs to PowerPoint From Dashboard Adjusting Browser Security to Use the PowerPoint ActiveX Control PowerPoint integration with WebFOCUS provides users with a
98. Selection Criteria 6 Click the Run button at the bottom of the Control Panel QUARTER appears in the third column of the report as shown in the following image StoreName W PRODTYPE QUARTER 4 Quantity amp Line Cost Of Goods Sold eMart Digital Q2 115 102 24 971 512 00 Audio Expert Digital Q2 111 421 28 064 250 00 eMart Digital a1 108 221 24 990 368 00 Audio Expert Digital at 105 983 25 092 678 00 Procedure How to Hide a Sort Field In OLAP you can hide a sort field by clicking the Hide check box in a report 160 WebFOCUS 5 Analyzing Data in an OLAP Report Note In past releases the text hidden was displayed to the right of the field name in the Drill Down pane in the OLAP Control Panel Beginning with Version 7 Release 7 02 hidden sort fields are indicated by reversing the color of the icon that appears at the left of the field name 1 Enter the following code in an ad hoc page OLAP ON TABLE FILE CAROLAP SUM CAROLAP BODY DEALER_COST CAROLAP BODY RETAIL_COST BY CAROLAP ORIGIN COUNTRY BY CAR END 2 Open the OLAP Control Panel Double click on the Country field in the Drill Down panel of the OLAP Control Panel In the resulting window panel select the Hide check box 4 Click OK Notice that the color of the sort icon has been reversed The Drill Down panel now appears as shown in the following image xX Remove Shift Down 4 g Pivot Dr
99. Server 4 Unknown for cases where the status cannot be determined including situations where the server is not running so a connection could not be made to determine the status Note For Unknown reports the Options column displays the Server ID that submitted the report along with the Current ID Procedure How to Delete Tickets for All Report Status Types 1 Open the Deferred Status Interface 2 Click the down arrow next to Delete and select one of the following from the drop down list that opens 4 All Completed Running Queued Expired C O O O O Unknown You are prompted to confirm the deletion 3 Click OK to delete all tickets for the selected status type or click Cancel to cancel the request Deferred Status Delete Confirmation Messages The Deferred Status Interface presents the user with a delete confirmation message before deleting a deferred report that is in Completed Running or Queued states A confirmation message is already displayed for deferred reports in Unknown status When you click the delete button from the Deferred Status page you are prompted to confirm the delete before the deferred report is actually deleted A similar confirmation message is used for all deferred reports but the message varies depending on the conditions WebFOCUS Managed Reporting End User s Manual 109 Deferred Report Status Interface Features The following list shows confirmation messages and the associated condit
100. Style Vertical Bar default Vertical Line Vertical Line default Vertical Bar Vertical Area Vertical Area Vertical Area default Vertical Bar Vertical Line WebFOCUS 5 Analyzing Data in an OLAP Report Controlling Graph Style Potential Measure Styles Horizontal Bar Horizontal Bar default Horizontal Line Horizontal Area Horizontal Line Horizontal Line default Horizontal Bar Horizontal Area Horizontal Area Horizontal Area default Horizontal Line Horizontal Area Procedure How to Graph a Measure From the Selections Pane 1 Click the down arrow to the left of the Graph control to open a pane that contains all the numeric measures in the current report There is a check pane to the left of each measure and a graph button to the right of each measure All check panes are unchecked by default and all graph buttons are grayed inactive by default 2 Select a check pane associated with a measure The graph button to the right of the measure becomes active The default graph style is Vertical bar 3 Toggle through the seven graph style icons until you reach the one you want to apply to the selected measure 4 Repeat steps 2 and 3 for any other measures you want to graph For a list of graph types that can be defined see Combining Graph Styles and Measure Styles in OLAP Graphs on page 202 5 Click the Run button on the band below the Selections pane The graph opens in a separate frame above the re
101. TER sort order as shown in the following image B QUARTER W StoreName PRODTYPE 4 Quantity amp Line Cost Of Goods Sold Q2 eMart Digital 115 102 24 971 512 00 Q2 Audio Expert Digital 111 421 28 064 250 00 Qt eMart Digital 108 221 24 990 368 00 at Audio Expert Digital 105 983 25 092 678 00 You would like to change the sort order in the report making Store Name the first sort field followed by PRODTYPE and QUARTER 3 Drag QUARTER after PRODTYPE The cursor changes to a plus sign to indicate acceptable places into which you can drop the field The report changes immediately as shown in the following image with the Store Name being the first sort order StoreName PRODTYPE QUARTER 4 Quantity amp Line Cost Of Goods Sold eMart Digital Q2 115 102 24 971 512 00 Audio Expert Digital Q2 111 421 28 064 250 00 eMart Digital at 108 221 24 990 368 00 Audio Expert Digital at 105 983 25 092 678 00 Procedure How to Reposition Sort Fields From the Control Panel Example 158 1 Open the OLAP Control Panel 2 Select a field in the Drill Down or Drill Across pane 3 Click the Shift Up or Shift Down arrow until the field is in the desired position Repeat for other fields as needed 4 Click Run to execute your report Repositioning Sort Fields From the Control Panel The following is an example of repositioning sort fields from the Control Panel 1 Run the Standard Report
102. View the information about the Shared Report by right clicking the report and selecting Properties For details see Dashboard Properties on page 31 4 View Report Library content if applicable by right clicking the report and selecting Library Versions 4 Schedule the distribution of the Shared Report if applicable by right clicking the report and selecting Schedule For details about using the Schedule option see your ReportCaster documentation I Add a Shared Report to your Favorites list by right clicking the report and selecting Add to Favorites WebFOCUS 2 Using Dashboard Procedure Procedure Add a Shared Report to your Mobile Favorites list by right clicking the report and selecting Add to Mobile Favorites Ensure that you are viewing the most current list of Shared Reports by clicking the Refresh Contents icon located in the top right corner of the Domain Tree panel Check the status of a Shared Report that has been run deferred by clicking Utilities in the Dashboard banner and selecting Deferred Status in the menu to open the Deferred Report Status Interface window How to Share a My Report To make an existing My Report available to other users 1 3 In the Domain Tree expand the My Reports folder then expand the Reporting Object or Custom Reports subfolder where the desired My Report is located Right click the report that you want to share and select Properties The Properties dialog box ope
103. With OLAP Data 4 Reset resets all the controls in the report to their previous state that is before the current set of selections was made and after the last execution of the report 4 Save opens a list of options from which you can save or view the document Help opens up the WebFOCUS online help OLAP Control Panel From the Control Panel you can perform every analytic function available to a WebFOCUS OLAP user as shown in the following image yj WebFOCUS OLAP Control Panel Web Page Dialog 2 x Dimensions gt Time Period gt Product Dimension Drill Across Drill Down Measures T Product Name V Quantity Line Cost Of Goods Sold es el I Stack Measures I Show Graph Run j F Save h Help j selection Criteria 130 WebFOCUS 5 Analyzing Data in an OLAP Report The main window of the Control Panel contains the following components m Dimensions pane reflects the hierarchical structure of the data source being used by the current report For example the Location dimension contains the Region State and City fields The Region is made up of several States and each State contains several Cities You click the arrow to the left of a dimension name to view the elements that comprise it The fields shown here are also listed in the Selections pane Drill Down and Drill Across panes list the fields being used to sort the report You can pivot a Drill Down field to a Drill Across field or
104. a Measure From the Report Hide or Display a Measure From the Selections Pane Display or Hide a Measure From the Control Panel You can hide and expose measures from an OLAP report the Selections pane or the Control Panel How to Hide or Expose a Measure From the Report To hide a measure column right click the column title and choose Hide from the menu The column is automatically removed from the display To expose a hidden measure column right click a displayed measure and choose Unhide from the menu A secondary menu lists any hidden measures Choose the one you want to reexpose in the report Tip If you want to add a new measure to the report you must return to the original request and add the field there Hiding and Exposing a Measure From the Report The following is an example of hiding and exposing a measure from the report 1 Run the Standard Report OLAPREP2 The report includes two measures Quantity and Line Cost of Goods Sold WebFOCUS 5 Analyzing Data in an OLAP Report 2 Right click the Line Cost of Goods Sold and choose Hide from the menu as shown in the following image Store E QUARTER Name PRODTYPE at AV VideoTown Analog Sort by Highest Sort by Lowest Graph Hide o Audio Expert City Video Show Panel igi Help Consumer Merchandise 7 615 056 30 Ty City 8 401 966 46 22 653 221 65 Note The options available may vary depending on your OLAP format settings For m
105. able when the enable menu option is set to No The No setting does not affect the pop up menu shown for Banner links If the enable menu option is set to Yes a user can select menu event type options that control how the pop up menu is displayed The menu event type options available in the drop down list are On Right Click and On Hover On Right Click is the default setting which causes the pop up menu to be displayed using the right mouse button instead of the left mouse button Additionally selecting this option enables a user to perform the default option when left clicking the mouse while also viewing the pop up menu with a right click The On Hover setting enables a user to view the pop up menu when the mouse pointer hovers over an item that yields a menu Note Popup Menu settings affect how the pop up menu is displayed for the Domain Tree and the Role Tree The Banner Link items which include Tools Personalize Utilities and Help are accessed only by Left Click Popup Menu settings also affect the display of Domain items in a List or Folder block At the bottom of the Personalize Options window there are buttons you can use to Save Set Defaults Reset and Cancel Establishing Site Defaults for Personalize Options The Personalize Options settings can be changed for a specific site by editing the bid user preferences xml file located in the worp conf directory After making changes to this file the WebFOCUS Web application must b
106. aeaeseeeeaeseeesees 91 Selecting Content Layout 2 2 cccccceecceeeeeccccee ences eccoescececedeeccceseccecesecceesscecdeceeccencrees 93 4 Using the Deferred Report Status Interface ss12212 2 99 Introducing the Deferred Report Status INterface ccccccccececceceececeeceeceecececeeeeeseesenaes 96 Deferred Report Status Interface FEatureS cccccceceeeeceeeeseeeeeeeeeeeeeeeeeceeeeeeaeeeeaeaeseegenens 97 Sort Controls for the Deferred Report Status INterface ccccccececeeceeeeeseeeeeeseeeeeees 97 4 WebFOCUS Contents Deferred Report Status skenere eae eee aknee a a a E ee e iaia 98 Deferred Report Expiration Setting cccccceccecccceeceeceeseeceeseceeeeceeceesuseeneeseseesaees 101 Saved Deferred Output Subject to Temporary Expiration cccceccecceceeeseeeeeeeeeeeaes 101 Special Behavior for Sorting by WebFOCUS Reporting Server User ID 2 cc000008s 102 Setting the Automatic Refresh INterval cccccccceceecececeecececeecececuececeeseseeeesenesenees 103 Viewing Deferred REPOrts ccccceccecccceecneceecueceesececceeueceeceeaueseesesueseesessueseeseseesees 103 Reviewing Deferred Report ParaMeters cccccecceceeceecneceeceececseceeeuecuecesauseeeseseesaneas 104 Saving Deferred Reports ccccccececcecececceceecccecneeececcccesecnscessececescreecescreecesoress 106 Deleting Tickets for All Report Status TyPe S
107. alified field name is not the same as the segment name For all releases previous to Developer Studio 7 7 the fully qualified field name must be the same as the segment name to ouput in OLAP Saving and Displaying OLAP Reports and Graphs in Other Formats In this section Saving OLAP Reports and Graphs in the My Reports Folder How to Display an OLAP Report and Graph in PDF Format Save an OLAP Report and Graph as an Excel File Display an OLAP Report and Graph as an HTML Active Technologies Report OLAP reports and graphs appear in your browser in HTML format You can display the report and corresponding graph in PDF Excel and active report formats and in folders within Managed Reporting 230 WebFOCUS 5 Analyzing Data in an OLAP Report The following save and or display options are available m PDF is useful when you want a report or graph to maintain its presentation and layout regardless of a browser or printer type When you choose PDF format the report appears in Adobe Acrobat Reader and the graph continues to appear above it in a browser window If you print from Acrobat only the report will be printed Excel is useful when you want to convert a large database to a spreadsheet or save a report and graph in a commonly used Office tool Two Excel formats are available Excel 2000 supports most StyleSheet attributes allowing for full report formatting The computer on which the report is being displayed must have M
108. alog 6 980 1 542 036 00 Digital 14 957 3 251 090 00 T Ci Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 Digital 108 221 24 990 368 00 AY VideoTown Analog 11 781 2 663 655 00 Digital 27 3tF 5 928 507 00 Grouping Numeric Data Into Tiles 168 How to Group Data Into Tiles in an OLAP Report You can group numeric data into any number of tiles percentiles deciles quartiles and so on in tabular reports For example you can group student test scores into deciles to determine which students are in the top ten percent of the class Grouping is based on the values in the selected vertical BY field and data is apportioned into the number of tile groups you specify The following occurs when you group data into tiles 4 Anew column labeled TILE by default is added to the report output and displays the tile number assigned to each instance of the tile field You can change the column title in the Tiles section of the OLAP Control Panel WebFOCUS 5 Analyzing Data in an OLAP Report m m Tiling is calculated within all of the higher level sort fields in the request and restarts whenever a sort field at a higher level than the tile field value changes Instances are counted using the tile field If the request displays fields from lower level segments there may be multiple report lines that correspond to one instance of
109. an insert visual representations of selected data directly into the report output These visual representations which appear as a column of vertical or horizontal bar graphs adjacent to the numeric data make relationships and trends among data more obvious You can apply data visualization graphs to selected measures from Context menus in the report itself This is the quickest way to apply data visualization bar graphs to numeric measures WebFOCUS Managed Reporting End User s Manual 199 Displaying Graphs and Reports Procedure The Measures control in the Selections pane Check panes in the Measures pane on the Control Panel For details about data visualization graphs see Visualizing Trends in Reports on page 235 How to Add a Column of Bar Graphs for a Numeric Measure The quickest way to apply data visualization graphics is from the report itself 1 Right click the title of a measure column 2 Choose Visualization from the menu The report runs automatically displaying a column of bar graphs following the selected measures column Tip To remove the bar graphs right click the measure column title and choose Remove Visualization from the menu For other methods of applying bar graphs to columns see Visualizing Trends in Reports on page 235 Displaying Graphs and Reports 200 How to Graph a Measure From the Selections Pane Create a Pie Chart From the Selections Pane Graph a Measure From the Control Pa
110. anced privilege and they can assign this privilege to other users and roles Shared Reports A Shared Report is a My Report or Custom Report that another user has prepared and saved with the Shared Report capability You can run a Shared Report from the Shared Reports tab You can also copy it to your My Reports tab and then modify it without affecting the original report Note Although you can share a Custom Report with other users if the user does not have the Advanced privilege they can only run and run deferred the shared report They cannot save the report If a user has the Advanced privilege then they can run run deferred save and edit the saved copy of the report Static Reports A Static Report is a type of Standard Report in which the output never changes Unlike a regular Standard Report which always reflects current data a Static Report delivers a snapshot of data from a specific time For example a Static Report can be a Web page that contains a report Help System Each domain can also contain a customized help system that you can access for specific information about your implementation of Managed Reporting Managed Reporting Features In this section Lowercase Directory Names and File Names in WebFOCUS From UNIX Managed Reporting offers you a selection of reporting tools that you use to create and edit reports manipulate data in an existing report submit a report for background processing and view a report
111. and paste a file within a user My Reports Custom Reports folder Dashboard evaluates the request based on the destination folder and whether or not the internal name and or the display name of the source file exists in the destination folder This is because all the reports a user creates are stored in a single directory in the MR Repository All folders are virtual directories that allow you to organize your reports Folder information is stored in the user metadata htm file located in the user directory within the MR Repository If you paste a file in the same My Reports Custom Reports folder Dashboard creates a new file with a new internal name Because it is within the same folder Dashboard assumes you want to make a copy A copy number is appended to the name of the copied file and Dashboard creates a new internal name for this file WebFOCUS Managed Reporting End User s Manual 37 Creating Reports in Dashboard For example when you copy and paste a file named Sales Summary within the same My Reports Custom Reports folder the copy appears in the Dashboard tree as Sales Summary Copy as shown in the following image The new internal name is sales_summary_copy_1 fex Special characters and spaces are replaced with underscores 9 Standard Reports 9 Reporting Objects My Reports 9 Custom Reports Sales Summary Sales Summary Copy 1 9 Shared Reports E Other Files If you copy and paste a file to a different
112. ar at the top These are followed in sort order by deferred reports for other Server IDs if any exist The Server ID automatically appears in the Options column Example Sorting by Server ID You may see deferred reports listed that you are not allowed to interact with if they 4 Are inconsistent with the case that you use when you log on with your WebFOCUS Reporting Server ID Connect to different WebFOCUS Reporting Servers or to the same WebFOCUS Reporting Server at different times with different WebFOCUS Reporting Server user IDs The following image shows a sample Deferred Report Status window with three reports that have no options for interaction WebFOCUS aA Refresh 3 Sort By Date 2 Dete X gt Help Refresh every seconds min 5 seconds Enable Refresh I Date Time Submitted Domains Description Expires In Options Wednesday October 03 2001 Acme Materials 29 days Delete View Save Run 9 06 15 AM Manufacturing Friday September 28 2001 Acme orders by 25 days Delete View Save Run 2 35 14 PM Manufacturing month Friday September 26 2001 Acme top 10 dealers 25 days Delete View Save Parameters 2 36 04 PM Manufacturing Wednesday October 03 2001 Acme returns over 29 days Submitted by Server ID MFUSER 9 04 50 AM Manufacturing 1 000 Current ID is ntuser1 Thursday September 27 2001 Acme top 10 dealers 24 days Submitted by Server ID NTUSER1 2 30 01 PM Manufacturing Current I
113. arch WebFOCUS 2 Using Dashboard The following image shows a sample search window The search options are on the left and the search results are on the right yy Domain Search WebFOCUS Business Intelligence Dashboard Microsoft Internet Explorer Select a domain Century Corporation 7 1 6 of 6 matches found eaii report Result Set sort preference By Title z Low to High Sort 1 Search option all C Starts with TITLE VA TYPE Va C Exact match C Ends with DATE VA P iy Carp Report Friday October 11 2002 2 39 58 PM EDT Search preference C Return first item only HR Measures Return every item Items per page feo Launch Form Sort By Title Low to High Promptfor Web Page Friday October 11 2002 2 40 00 PM EDT preference By Title alii Low to High ji Termination Date OLAP Look in Enabled M Standard M My Reports Reports Order M Reporting Analysis Objects T Shared Reports qj Web Page Friday October 11 2002 2 40 00 PM EDT Launch I Al Page 2 order Eii Report Friday October 11 2002 2 39 58 PM EDT Advanced Search Seats CAR p Report Wednesday November 27 2002 3 28 05 PM EST Re Local intranet Advanced Search How to Search a Domain Advanced searches allow you to specify additional search criteria You can specify the following in an advanced search in addition to all of the basic search options 4 Look for Restricts the search to a particula
114. area select the number of tiles to be used in grouping the data For example 100 tiles produces percentiles or 10 tiles produces deciles 6 In the Name of Tile Group input pane type a name for the Tile column 170 WebFOCUS 5 Analyzing Data in an OLAP Report 7 In the Restrict Report to only the Top input area select the number of tile groups to display in the report Optionally select a Sort Order option button Choose High to Low to sort data in descending order so that the highest data values are placed in tile 1 4 Choose Low to High to sort data in ascending order so that the lowest data values are placed in tile 1 This is the default If you wish to specify the highest tile value to appear in the report select a value from the Limit input area For example if you enter a Limit of 3 the report will not display any data row that is assigned a tile number greater than 3 10 Click OK to accept the selections and return to the main Control Panel window IL Click Run to reexecute and view the report Performing a Calculation on a Measure How to Apply a Calculation to a Measure Reference Calculations You Can Perform on a Measure You can perform standard calculations such as average percent and summarize on the numeric data in measures on an OLAP report Procedure How to Apply a Calculation to a Measure 1 2 3 Run the Standard Report Open the OLAP Control Panel Click a measure in t
115. atically Example Deleting a Dimension Element From the Report Line Cost Of Goods Sold 35 280 00 299 504 00 2 281 228 00 3 432 741 00 199 968 00 339 594 00 369 868 00 nono ano The following is an example of deleting a dimension element from the report 1 Run the Standard Report OLAPREP2 Initially the report is sorted by quarter store and product type You wish to remove PRODTYPE as a sort category WebFOCUS Managed Reporting End User s Manual Adding and Removing Dimensions 226 2 Right click the PRODTYPE column and choose Delete from the menu as shown in the following image QUARTER at Store E Name AV VideoTown Audio Expert City Video Consumer Merchandise Ty City Web Sales eMart AV VideoTown E PRODTYPE Delete Unhide Move To Across Show Panel Help a pai e je Im Wo Iho if Oo gt N lo f arg pa ih a ol Ta Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital el u jo j0 mw w w j rm jon gt gt 0 jo jw nm j 1 1 O Oo je in j N W j on Oo Ime Im fw Le ae mwN eo O oe e an Mo a arg T Line Costs of Goods Sold 8 850 654 08 11 368 866 22 36 160 817 88 55 513 860 29 2 934 173 67 3 576 721 79 3 354 737 82 7 615 056 30 8 401 966 46 22 653 221 65 359 785 82 556 750 75 46 482 367 45 55 576 175 93 5 635 670 15 12 7
116. atting and Style Sheets 1 From the Tools menu in Internet Explorer select Internet Options The Internet Options dialog box opens Click the General tab Click Accessibility The Accessibility dialog box opens Deselect all of the options Click OK to clear the Accessibility dialog box 2 eS PS Click OK to clear the Internet Options dialog box Personalizing Your Dashboard You can personalize the content blocks that appear when you open a private view of Dashboard Content blocks can contain launched reports hyperlinks to reports or hyperlinks to Internet resources The following are the types of content blocks Launch blocks Contains only one item which is launched when you open Dashboard 4 List blocks Can contain many items and display a list of hyperlinks to reports or to Internet resources WebFOCUS Managed Reporting End User s Manual 25 Dashboard Layout m Folder blocks Similar to list blocks and contain the entire contents of a folder Output blocks May or may not contain information when Dashboard is launched When you run a report or access an Internet resource the output block refreshes and displays the new contents rather than open a separate browser window Tree blocks Adds a Domain Tree without the sidebar frame to a Public View or Group View page Favorites blocks Contains a group of frequently accessed reports graph hyperlinks and any item type except Reporting Objects Watch Li
117. atures m m Java Applets Schedule My Reports ReportCaster Respond to a Two Way Email from any e mail capable device including pagers laptops desktops and PDAs Two Way Email Java based Managed Reporting is an alternative to Dashboard WebFOCUS Managed Reporting End User s Manual 17 Managed Reporting Interface 18 WebFOCUS 2 Using Dashboard WebFOCUS When you enter WebFOCUS Business Intelligence Dashboard you are automatically connected to WebFOCUS and WebFOCUS Managed Reporting From Dashboard you can perform the following tasks and more 4 Search for and select a domain view the status of a deferred report and personalize content blocks lt Use items reports graphs objects URLs in the Domain Tree and Role Tree 4 Access reporting tools such as InfoAssist Power Painter if applicable Report Assistant Graph Assistant ReportCaster and Report Library Note Depending on how your view of Dashboard was set up some features may not be available lt The browser Back and Forward buttons cannot be used to navigate between Dashboard pages or from a Dashboard View back to a page viewed before connecting to Dashboard This applies to Public UU U OU oO UW WwW UW DD Group and Personal Dashboard Views Topics Opening Dashboard Required Browser Settings Recommended Browser Settings Personalizing Your Dashboard Dashboard Layout Selecting a Domain Using Domain Tree Items Cr
118. avorites list are sorted alphabetically by title All of the options that are normally available for an item are available from the Favorites list including Run Run Deferred and Schedule You can add an item to the Dashboard tab in the Favorites list from a Domain Tree Role Tree List block Folder block Tree block or Domains search result To add an item to your Favorites list from any of these areas right click the item and select Add to Favorites If you want to remove an item in your Favorites list select the check box next to the item and click Remove You can remove all items by clicking Select All and then clicking Remove If you want to copy an item to the Mobile tab from the Dashboard tab of the Favorites list select the check box next to the item and click Copy to Mobile You can refresh the list of report items by clicking Refresh To close the Favorites dialog box click Close Setting User Options 72 Reference Personalize Options Window Establishing Site Defaults for Personalize Options You can set personal options for your Dashboard view from the Personalize Options window You can choose which domains are displayed when you log on to Dashboard how to display and implement pop up menu functionality and select from several other user options WebFOCUS 2 Using Dashboard Setting user options is not available for Public or Group views Reference Personalize Options Window To personalize your Dashboard v
119. ce output option is only supported with an Internet Explorer browser Firefox and other browser types are not supported Running Deferred Reports How to Run a Deferred Report A deferred report is a report that you can run as a background task while continuing other work You can view information about a deferred report in the Deferred Report Status interface window The window indicates the time the report was submitted and whether the report was completed and provides Delete View Save and Parameters options For additional information on deferred reports see Using the Deferred Report Status Interface on page 95 Any output from a deferred report can be saved When you save output from a deferred report it will be saved in the My Reports folder of the respective domain 62 WebFOCUS 2 Using Dashboard Note When accessing a public view of Dashboard the deferred reports option is not available Procedure How to Run a Deferred Report 1 Select an item in the Domain Tree Role Tree Folder or List block 2 Select Run Deferred from the menu A notification window displays indicating that the report was successfully submitted for deferred execution as shown in the following image z information 7 WebFOCUS meron Wednesday July 30 2003 2 04 19 PM Human Resources Main View has been successfully submitted for deferred execution 3 To view the status of the deferred report click Utilities from the Dashboa
120. ces found Count Row Computes the percent of a field based on the total values for the field across a row Summarize Sums the number of occurrences of the field Total Counts the occurrences of the field for use in a heading includes footings subheads and subfoots 172 WebFOCUS 5 Analyzing Data in an OLAP Report Applying a Percent Calculation to a Measure Example The following is an example of applying a percent calculation to a measure 1 Run the Standard Report OLAPREP6 The report shows Quantity and Line Cost of Goods Sold sorted by plant and product category with a subtotal at each sort break You want to create a report column that shows the percent of total sales for each plant report image B PLANT Boston Dallas TOTAL Dallas TOTAL Boston BJ PRODCAT CD Players Camcorders Cameras DVD Digital Tape Recorders PDA Devices VCRS CD Players Camcorders Cameras DVD Digital Tape Recorders PDA Devices VCRs 5 Quantity 56 723 172 592 Click the square icon next to PLANT to open the Control Panel as shown in the following 4 Line Cost Of Goods Sold 5 615 577 00 55 400 795 00 1 985 822 00 7 586 704 00 6 783 528 00 39 002 750 00 4 143 351 00 120 518 527 00 1 819 323 00 19 836 296 00 686 960 00 4 271 836 00 2 639 319 00 14 490 008 00 1 404 165 00 45 147 907 00 3 Click Line Cost of Goods Sold in the Control Panel Measures pane
121. code for Custom Reports in Dashboard The text editor enables you to use familiar editing techniques such as cut copy and paste You can also find and replace text and specify case Note After editing with the Dashboard text editor you will not be able to use reporting or graphing tools to open reports created with InfoAssist Power Painter Report Assistant or Graph Assistant because the tools cannot read some user added syntax 40 WebFOCUS 2 Using Dashboard The following image shows the text editor with a sample file in the editing window Car by Country Report Microsoft Internet Explorer E lol x Save Save As Run Quit Help X 43 1 XK Hn a da Ye AB ab g Times New Roman z 12 z Edit Tool TABLE FILE CAR The following table describes all of the functions available in the Dashboard text editor The first column lists the buttons and the second column lists the actions they produce Save Save button Saves the report Acts as Save As the first time you save the report Saves the report in the Custom Reports folder with a Save As _ Save As button name you y p Run _ Run button Runs the current report Exits the Editor window If you made changes to the original report a window prompts you to save or cancel the changes Opens the online help Cuts copies or pastes the highlighted text Quit Quit button e ita rt Cut Copy and Paste buttons x H K Ca Diea Deletes selec
122. columns associated with an ACROSS sort field The report output displays a vertical bar graph in a new row above the associated data values as shown in the following image Region Midwest Northeast Southeast Wrest Difference Difference Difference Difference Dollar Sales from Budget Dollar Sales from Budget Dollar Sales from Budget Dollar Sales from Budget 11 400 665 00 11 392 310 00 11 710 379 00 11 652 957 00 206 292 00 184 622 00 97 602 00 11 444 00 Bar graphs that project above the zero line represent positive values while bar graphs that project below the zero line represent negative values 4 Horizontal Bar Graph You can apply a horizontal bar graph to report columns The report output displays a horizontal bar graph in a new column to the right of the associated data values as shown in the following image City Budget Dollars Dollar Sales DIFFERENCE Atlanta 4 247 597 00 4 100 107 00 147 490 00 Boston 3 818 397 00 3 707 986 00 110 411 00 Chicago 3 866 856 00 3 924 401 00 57 545 00 Houston 3 680 679 00 3 714 978 00 34 299 00 Los Angeles 3 669 484 00 3 772 014 00 102 530 00 Memphis 3 689 979 00 3 687 057 00 2 922 00 New Haven 3 832 202 00 3 782 049 00 50 153 00 New York 3 926 333 00 3 902 275 00 24 058 00 Orlando 3 870 405 00 3 923 215 00 52 810 00 San Francisco 3 916 863 00 3 870 258 00 46 605 00 Seattle 4 055 166 00 4 010 685 00 44 481 00 St Louis 3 646 8
123. d Properties Domain Tree e Logoff Accessibility On Tree Tools Recent Favorites Yiews Personalize Utilities Help E Domains S D eniu Carp Information B Standard Reports Builders Ad Hoc Analysis E i Cross Reference Welcome to the Dashboard Report Output Turn Over Ratios By Branch As Of 02 10 03 Plant Position Employed Resigned Terminated Quality Assurance Location Description Count Count Count TotalPersonnel TurnOver Ratio Sales Analysis Cross Reference files Reporting Objects Quality Assurance My Reports Sales Orders _ Shared Reports BOS Line Worker 8 3 1 12 33 M amp Public Plant Manager 1 0 0 1 00 Regional Product Sales Technician 9 2 1 12 25 E Sales Support POWERED BY TOTAL BOS 18 5 2 25 28 Dashboard Properties The Dashboard Properties dialog box displays General properties for all items plus Detail properties for reports procedures General properties include Name Folder Folder Href Domain Domain Href Last Modified On Size Run File Name Created On Created By and Last Modified By The Created By and Last Modified By properties are not displayed by default but can be displayed when set by the Dashboard administrator If you click the Detail link at the top of the Dashboard Properties dialog box details for the procedure associated with the selecte
124. d on the values of dimensions in the hierarchy and or the values of the quantitative measures that constitute the body of the report Sorting options vary depending on the nature of the data being sorted For details see Sorting Measures on page 143 and Sorting Dimensions on page 150 You can also group numeric data into any number of tiles percentiles quartiles deciles etc See Grouping Numeric Data Into Tiles on page 168 Sorting Measures You can apply aggregation and sorting simultaneously to a numeric measure in an OLAP report and sort the data from high to low descending order or from low to high ascending order All other columns are sorted correspondingly For the measure being sorted you can restrict the report to a specified number of highest values when sorting high to low or lowest values when sorting from low to high When you sort a measure any subtotals subheadings or subfootings in the report are automatically suppressed since these elements relate to a specific sort field and are not meaningful when the report is resorted by the values in a measure column For an illustration see Applying a Percent Calculation to a Measure on page 173 Note Sorting by measures is not available in a report in which measures have been stacked See Hiding and Displaying Measures on page 216 WebFOCUS Managed Reporting End User s Manual 143 Sorting Data Procedure Example 144 How to Sort Measures High to L
125. d report are parsed and displayed in folders that include Master Files Data Elements Sorts Conditions Expressions Output Format and Join Type WebFOCUS Managed Reporting End User s Manual 31 Using Domain Tree Items Loading Domain Tree Folders 32 The following image shows General properties displayed in the Dashboard Properties dialog box 3 Properties Microsoft Internet Explorer General Detail Name Folder Folder Href Domain Domain Href Last Modified On Size Run File Name Created On RegionalSales Standard Reports Alerts alertseQabdj Default Domain untitled untitled htm Tuesday August 19 2006 9 54 56 AM EDT 1246 bytes Immediate app regionalsales fex Tuesday August 19 2008 9 54 56 AM EDT Close When a user opens one of the default folders in the Domain Tree Standard Reports Reporting Objects My Reports Shared Reports a request is sent back to Managed Reporting to retrieve subfolders directly under the top level folder As each node of the tree is expanded only that section of the tree is populated This reduces the time needed to create the tree when a Domain is selected When reports from a folder are loaded into the Domain Tree only a maximum of 25 report items are loaded each time A link labeled View More is displayed in the tree to enable users to retrieve up to 25 additional items When you create a list launch or output block clicking a folder expands the tree on
126. ded to place output of this format type into a content block Subsequent attempts to execute a report in this format will fail since the original report will still be active Select the items in the domain folders to populate the Content List If you are creating a List block you can position the items using the arrows next to the Content List Accept the default block name or change the name in the Block Name text box Note 4 If you name your content block before you select content the block name may be overwritten with the name of the Domain item you select You can change the name after selecting content 4 If you create an empty launch list or folder block and enter a block name when you click Save the name is overwritten with Empty Block This occurs only with launch list and folder blocks Output blocks retain the name you enter Select the Enable Scroll Buttons or Enable Scroll Bar option button 10 Click Save when you have finished selecting the content for your block Procedure How to Add Items to a Content Block Using Domain Search 1 2 3 From the Add Block or Edit Block window click Domain Search Enter the criteria for your search and then click Search From the results on the right side of the window click an item to add it to your content block View your content block to verify the items you have added WebFOCUS Managed Reporting End User s Manual 85 Editing a Content Block Removing a Co
127. ded user folder displays subfolders that were used to create the Shared Reports Expand the desired subfolder that contains the Shared Report you want to copy Right click the Shared Report and select Save As My Report The Save As My Report dialog box opens You can keep the original name or change the name of the report by deleting the original and typing a new name in the Description field Click OK WebFOCUS copies the report to your My Reports folder After you copy a Shared Report to your My Reports folder you can edit the report without affecting the original How to Edit a Shared Report 1 3 In the Domain Tree expand the My Reports folder then expand the subfolder that contains the Shared Report you previously saved as a My Report Right click the desired report or graph and select the reporting tool option InfoAssist Power Painter Report Assistant Graph Assistant WebFOCUS opens the reporting tool used to create the Shared Report and displays the report or graph you copied from the Shared Reports folder Edit the report or graph and save your changes For details on using InfoAssist see the InfoAssist User s Manual Power Painter see the Creating Compound Reports With Power Painter manual Report Assistant see the Creating Reports With Report Assistant manual 4 Graph Assistant see the Creating Charts With Graph Tools manual WebFOCUS 2 Using Dashboard 4 Editor see Dashboard Tex
128. deleting 96 99 101 parameters 96 100 104 Queued 109 running 99 Running 109 running in Dashboard 62 63 saving 96 100 106 sorting 96 98 102 status 98 viewing 96 103 WebFOCUS Managed Reporting End User s Manual Indexi defining an OLAP hierarchy in a Master File 121 defining an OLAP hierarchy in a procedure 121 delete confirmation message 109 delete option 109 deleted 109 deleting Completed tickets 108 deleting Expired tickets 108 deleting Queued tickets 108 deleting reports 96 99 deleting Running tickets 108 deleting Unknown tickets 108 deletion confirmation message 109 designating shared reports 43 dimension controls in OLAP reports 128 179 Selection pane 179 dimension elements in OLAP reports 150 222 224 225 227 adding from the Control Panel 222 deleting from the Control Panel 227 deleting from the report 225 sorting 150 dimension hierarchy 180 dimensions 124 126 131 141 158 185 222 225 227 defining 185 deleting 225 227 dragging and dropping 126 drilling down on 131 exposing hidden 222 repositioning 158 display modes for measures 241 displaying graphs for OLAP reports 128 displaying measures 211 stacked 211 displaying OLAP graphs 200 249 Index displaying OLAP reports as HTML active reports 232 displaying stacked measures 211 domain search 67 68 69 70 82 85 adding items to content blocks 85 advanced 69 basic 68 Date Modified options 70 Domain Tree menu opt
129. der the My Reports tab within the Domain of origin as shown in the following image There is one group folder Deferred Reports Output for each domain WebFOCUS lists your saved deferred reports including Custom Reports under the Deferred Reports Output group folder and adds Output of as well as the date and time the My Report or Custom Report was saved to the report name Domains Logoff Help Managed Reporter bE na YHA SFS aOR syg Bag Repository Ml Corporate Sales Standard Reports MyReports Shared Reports Reporting Objects i Sales Be E i gt Deferred Reports Output Output of adhoc Wed Nov 27 11 49 37 EST 2002 Procedure How to Save a Deferred Report 106 1 Open the Deferred Report Status Interface 2 Under the Completed tab locate the report you want to save 3 Under the Options column click Save located to the right of the deferred report description Note Users with Run only and User roles will not see the Save button WebFOCUS 4 Using the Deferred Report Status Interface The Saved Deferred Output Dialog box opens as shown in the following image gt Save Deferred Output Dialog Win E m Save In O Deferred Reports vi a E Save As Output of Sales_02 Wednesd 4 From the Save In drop down menu you can navigate to the domain My Reports folder and then the Deferred Output folder where you want to save the report output Note 4 The Save I
130. describing data in a Master File can use WebFOCUS language The keyword WITHIN defines the elements in each dimension in the hierarchy In addition those working in Developer Studio have access to a variety of graphical tools that make it easy to drag and drop fields into position to form a hierarchy The hierarchy may be global to all procedures or local to one procedure To define a Global hierarchy in a Master File for use with multiple procedures use the Dimension Builder Local hierarchy as a component of a particular procedure use the Dimension tool The hierarchy you define with this tool does not affect the source Master File For details about these related tools see the Describing Data With Graphical Tools manual OLAP Enabling a Report Reference Setting OLAP Reporting Options In addition to using OLAP enabled data a report must be enabled to support OLAP analysis OLAP enabling a report consists of specifying how a user will interact with and drill down on OLAP data The primary interactions occur in the report itself In addition you can choose to expose two supplementary tools the OLAP Selections pane and the Control Panel WebFOCUS Managed Reporting End User s Manual 121 OLAP Reporting Requirements Reference 122 Setting OLAP Reporting Options Developer Studio In Developer Studio OLAP options are available on the Options Features tab in Report Painter The relevant options Enable OLAP and Aut
131. djust available parts inventories for each model and consider shifting production schedules of plants to produce more Commercial units You have done all of your data manipulation from the report But because of the options you selected when OLAP enabling this report it is easy to expose the OLAP Selections pane where you can review the selections that are currently in effect and make additional selections if you like For details on OLAP set up options see OLAP Enabling a Report on page 121 WebFOCUS Managed Reporting End User s Manual 119 OLAP Reporting Requirements 12 To expose the OLAP Selections pane right click Product Name and select Show Panel from the menu as shown in the following image Product Name Quantity Line Costs of Goods Sold Delete i 12 821 5 320 406 64 ME Unhide 3 509 941 514 27 E Move To Across Show Panel Help T Note The options available may vary depending on your OLAP format settings For more information see Setting OLAP Reporting Options on page 122 The selection panel appears above the report as shown in the following image v Measures v Graph Manufacturing Plant State Store Name 7 E 7 E YEAR QUARTER MONTH Product Type All v Q2 v 06 v Digital v Product Category Product Name PDA Devices v ll v e oAP pm Run FP Reset FP Save _ Help J Line Product Cost Of E Name Quantity Goods Sold ZT Digital PDA
132. e There are a lot of variables to play with but in a half hour you have done your research and can make a good decision based on all available factors The Web sites you access are designed to facilitate your queries Various menus and selection panes make it easy to pursue each line of inquiry Required and optional information is identified for you You can move forward down a path of choices backtrack and start down a different path or resume the original path with different selections You need to keep track of the question you want to answer but a well designed site makes your investigation easy For most of us this process has become intuitive The same process works when analyzing the data in an OLAP enabledWebFOCUS report 112 WebFOCUS 5 Analyzing Data in an OLAP Report Running OLAP Examples You can run all of the examples in this chapter using several OLAP enabled Standard Reports If the reports are not already available in your sample repository ask your Managed Reporting administrator to provide them for your use There are 9 reports named olaprep1 fex through olaprep9 fex and are located in the ibinccen directory If you have installed a non English version of the ibincc directory you will need to install the English version ibinccen in order to access these files Each example indicates which Standard Report to run After the report appears in your browser you can perform the analytic task shown or pursue
133. e How to Hide or Display a Measure From the Selections Pane 1 Click the down arrow to the left of the Measures control to display a list of the measures in the report 2 Click the check pane next to a measure to display or hide it The check pane toggles through three positions 4 To hide the measure click the check pane until it is blank 4 To expose a hidden measure click the check pane until you see a check mark 218 WebFOCUS 5 Analyzing Data in an OLAP Report Tip You can use the same check pane to display a column of data visualization bar graphs for numeric measures This setting is represented as a graph in the check pane For details see Visualizing Trends on page 199 Example Hiding and Exposing a Measure Column From the Selections Pane The following is an example of hiding and exposing a measure column from the Selections pane 1 Run the Standard Report OLAPREP2 Because of the OLAP settings selected for this report the Selections pane is hidden For this example you will need to expose it 2 Right click QUARTER and select Show Panel from the menu As shown in the following image the report now looks like this two measures Quantity and Line Cost of Goods Sold appear v Measures w Graph Manufacturing Plant State Store Name Jae 7 EEA 7 E YEAR QUARTER MONTH Product Type v Product Category Product Name sEm JR e orap P Run PF Reset P Save _ Help Line Sto
134. e Content window Procedure How to Adjust Column Width 94 1 2 From the Content window select a content page and click Page Layout Click the plus or minus signs in the column to adjust column width Note that you cannot adjust the width for the last column Since column width total must equal 100 the last column is always the remainder of all the other columns For example if you have 3 columns and column 1 is 50 and column 2 is 25 column 3 is automatically set to 25 Note If you make your content blocks too small the pop up menu may not fully display 3 Click Content to return to the Content window WebFOCUS A The following topics provide an overview of the Deferred Report Status Interface including a detailed description of its appearance and functions Specific procedures guide you through viewing saving and deleting reports deleting deferred reports that are being processed but are not yet complete and reviewing parameters for reports containing amper variables WebFOCUS Managed Reporting End User s Manual WebFOCUS Using the Deferred Report Status Interface Topics lt Introducing the Deferred Report Status Interface Deferred Report Status Interface Features 95 Introducing the Deferred Report Status Interface Introducing the Deferred Report Status Interface 96 The Deferred Report Status Interface enables you to obtain information about deferred reports From t
135. e bottom right to open the Selection Criteria pane 4 In the Dimensions pane above the Selection Criteria pane expand the Geographic Area dimension and click Values under Country A secondary window lists the acceptable values WebFOCUS Managed Reporting End User s Manual 181 Limiting Data 5 In this window choose ARGENTINA and BRAZIL as shown in the following image hold down the Ctrl key to multi select values Z WebFOCUS OLAP Control Panel Web Page Dialog Dimensions Click a Box to Add my zi xi Geographic Area E Continent Values E Region Values Country Values gt Risk Country GUATEMALA HONDURAS HONG KONG SAUDI ARABIA SKLARVIA xl gt Run j F Save Help j gt Ok P Cancel 6 Click OK to return to the Selection Criteria pane 7 Repeat step 3 but click Values under Continent and choose AMERICAS then click OK 182 WebFOCUS 5 Analyzing Data in an OLAP Report The selected values now appear in the drop down lists in the Selection Criteria pane as shown in the following image Zj WebFOCUS OLAP Microsoft Internet E _ 10 x Fie Edit View Favorites Tools Help bua eee 21x Za Dimensions Click a Box to Add Q O AGA pee Geographic rea Address jE http localhost 8080 ibi_apps WFS E Continent values E Region Values E Country Values C Continent Country gt Risk AMERICAS ARGENTINA BRAZIL Selectio
136. e following tools 4 Selections Pane When this tool is available a pane may appear above or below your report as shown in the following image For details see Selections Pane on page 128 v Measures v Graph Manufacturing Plant State Store Name All lly E al v eMart v YEAR QUARTER MONTH Product Type All Iv e2 liv oe y Digital v Product Category Product Name PDA Devices v al lly e orap Pm Run PP __Reset MP Save _ Help J Line Product Cost Of a Name Quantity Goods Sold ZT Digital PDA Commercial 13 591 M 4 743 259 00 ZC Digital PDA Standard 2429 W 604 921 00 126 WebFOCUS 5 Analyzing Data in an OLAP Report 4 OLAP Control Panel When this tool is available the square icons Ej adjacent to the sort fields By or Across in the report become active You can click a square or the OLAP button to open the Control Panel as shown in the following image For details see OLAP Control Panel on page 130 Fie Edit View Favorites Tools Help E WebFOCUS OLAP Control Panel Web Pa 2 xi Dimensions Ow O ix A GO ere gt Location Address a http localhost 8080 ibi_apps WFServlet gt Time Period gt Product Dimension v Measures w Graph Manufacturing Plant YEAR QUARTER MO S ar E E 7 EEA Product Category Product Name A v F OLAP j hE Drill Across Drill Down Measures Store QUARTER 7
137. e level at a time WebFOCUS 2 Using Dashboard Using Filters in Dashboard How to Use Filters You can apply filters to Standard Reports if filters have been set up for you by the Dashboard administrator Filters enable you to quickly select predefined criteria to limit the data that is included in the report or graph you are running Filter selections stay in effect only for the Dashboard session Once you log off Dashboard all Filter selections are cleared Procedure How to Use Filters 1 Click a Standard Report 2 From the menu select Filter If the Filter option is not available on the menu this means filters have not been set up for this report The Filter Selection window opens Note The Filter Selection window depends on how your administrator set up the filters The window shown in the following image includes three check boxes for Year 1998 1999 and 2000 three check boxes for Geographic Areas East Midwest and West and four check boxes for Quarters first through fourth 4 Filter Selection Microsoft Internet Explorer loj x Year M 1998 C 1999 M 2000 Geographic Areas l East I Midwest M West Quarters I 1st Quarter I 2nd Quarter I 3rd Quarter 4th Quarter WebFOCUS Managed Reporting End User s Manual 33 Creating Reports in Dashboard 3 Select the filtering options you want to use and click Save Your selections are saved and the Filter Selection window closes
138. e must be in the same case as the value in the data source You can input only one value in the text pane If you select more than one value from the list only the first value appears However all values appear in your report To deselect a value hold down the Ctrl key while clicking the value Click OK to return to the Selection Criteria pane where you can verify the revised value and or change the relational operator if required Click OK again to confirm your choice and return to the main Control Panel window Click Run to execute your report How to Remove Selection Criteria From the Control Panel Tip If you have access to the Selections pane it provides the easiest way to adjust or remove selection criteria See How to Apply Selection Criteria From the Selections Pane on page 178 From the Selections Criteria pane in the Control Panel 1 Select the criterion you want to remove WebFOCUS 5 Analyzing Data in an OLAP Report 2 Click the Delete xi button The selection category is removed from the list 3 Click Run to execute your report with all values Applying Selection Criteria to Date Elements How to Apply Selection Criteria to a Date Field Apply Selection Criteria to a Date Range Add Dates to the Selections List pane Delete Dates From the Selections List pane Reference Date Format Limitations You can apply selection criteria to date elements just as you apply them to other types of elemen
139. e new settings Adding a Dimension Element From the Control Panel The following is an example of adding a dimension element from the Control Panel 1 Run the Standard Report REP2 WebFOCUS 5 Analyzing Data in an OLAP Report Initially the report is sorted by quarter store and product type as shown in the following image BJQUARTER Store Name BJPRODTYPE amp Quantity amp Line Cost Of Goods Sold a1 AV VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7 196 1 607 513 00 Consumer Merchandise Analog 6 980 1 542 036 00 Digital 14 957 3 251 090 00 Ty Ci Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 Digital 108 221 24 990 368 00 Q2 AV VideoTown Analog 114781 2 663 655 00 Digital 27 377 5 928 507 00 Audio Expert Analog 57 944 11 868 758 00 Digital 111 421 28 064 250 00 You want to sort by month within each quarter 2 Click the square button next to QUARTER to open the Control Panel WebFOCUS Managed Reporting End User s Manual 223 Adding and Removing Dimensions 3 In the Control Panel a Click in the Drill Down panel to activate the buttons immediately above the pane b Expand the Time Period dimension and click MONTH It is added to the bott
140. e reloaded WebFOCUS 2 Using Dashboard Each user inherits a copy of the bid user preferences xml file the first time they connect to Dashboard Each user s personal settings are stored in the user prefernces xml file of their own directory in worp_users Any changes to the original bid user preferences xml file does not affect preferences of a user that are stored in their own personal files WebFOCUS Managed Reporting End User s Manual 75 Setting User Options 76 WebFOCUS WebFOCUS Creating Dashboard Content When opening Dashboard content blocks display and contain launched reports hyperlinks to reports hyperlinks to Internet resources or output The following are the types of content blocks 4 Launch blocks List blocks Folder blocks Output blocks Tree blocks Favorites blocks 0 OC O O O wv Watch list blocks WebFOCUS Managed Reporting End User s Manual 77 Creating Dashboard Content Overview Creating Dashboard Content Overview When creating a content block select the block type the block contents and the block layout and for administrators the public or group view to which the block is associated You can create content pages to increase content space organize Dashboard content and add pages that display the ReportCaster Report Library Watch List or Deferred Status user interfaces For details see Creating Content Pages on page 80 Content Window How to Access the Con
141. eating Reports in Dashboard WebFOCUS Managed Reporting End User s Manual UU UOD OUO WW HO DD Stopping Requests in Dashboard PowerPoint Integration With Dashboard Running Deferred Reports Viewing Content Blocks Using Banner Hyperlinks Searching Domains Creating a Favorites List Setting User Options 19 Opening Dashboard Opening Dashboard 20 How to Open a Public or Group View Log On to a Personalized View of Dashboard Change Your Password Reference Considerations When Logging On to Dashboard There are several views in the Dashboard environment m Public A public view is accessible to public users and cannot be personalized Public users have execute only access they cannot save report requests or report output to a domain See How to Open a Public or Group View on page 21 Group A group view is accessible to users with a valid Managed Reporting user ID and password The user must be a member of the group to gain access to the view Group views cannot be personalized by users Private The private view is accessible to users with a valid Managed Reporting user ID and password From this view you can add to or edit the content blocks your Administrator has set up See How to Log On to a Personalized View of Dashboard on page 22 Library Only The Library Only view is accessible to users with a valid Managed Reporting user ID and password who have been assigned the Library Only User role From this vie
142. ed bar graph will appear in the report output Graph icon in the box Note that the Stack Measures option is inactive when a bar graph is applied to a measure 246 WebFOCUS Index A ACCEPT list 180 ACROSS fields 138 140 141 OLAP and 138 selecting 138 140 141 sorting with 138 Add Block window 82 adding a column 94 amper auto prompting 51 52 53 customizing launch pages 53 launch page 52 launch page templates 53 report options 52 amper variables 53 analyzing report data 113 128 applying selections criteria in OLAP 176 185 to dates 185 auto prompting 51 52 53 launch page templates 53 AutoDrill 123 131 automatic drill down 121 123 automatic refresh 103 AutoSort 143 145 B banner links 66 bar graphs 235 236 237 238 241 242 243 246 associating with columns 236 associating with dimensions and measures 237 241 243 246 attributes 238 WebFOCUS Managed Reporting End User s Manual WebFOCUS bar graphs continued deleting from measures 242 horizontal 235 236 vertical 235 236 bid config xml 31 block names 63 browser settings 23 24 25 Temporary Internet Files option 23 BY fields OLAP and 138 selecting 140 141 C changing passwords 22 column values in OLAP reports 131 143 146 147 148 149 211 displaying stacked 211 sorting by 143 146 147 148 149 columns 94 236 adjusting width 94 applying graphs to 236 positioning 94 columns in OLAP reports 158 16
143. eeseseeeeseseeensees 216 Adding and Removing DiIMENSIONS ccccecceceecececeecececceceeecuececacecueueaeseeceseseeseseeeeeesees 222 Saving OLAP Reports peenaa aa r bead ide wdasgacdaes Sdesnddbeasadsxeswedecunndasencuodtideddaseades 229 Uniform Field Name Referencing in OLAP ccccccecceeceeceeceeaeceeceecueceeseseeeseeseseesaees 230 Saving and Displaying OLAP Reports and Graphs in Other Formats scsceeceeeeeeeeeees 230 Saving OLAP Reports and Graphs in the My Reports Foldet cccceeeeseceeseeeeeeees 233 6 Visualizing Trends in Reports ccscscscescseeseeeeseneeeeeseeeeseeseseeseseeseseesessenneees 235 Appin Bar Graphs iecescccduec eevee doccedced tence sidediePhdcede ode a aa aerar e laa i a eaa Eae EE ia aieea 236 Associating Bar Graphs With M SUIES cccccececeeceeeeeeceeceaeceesececuececeseeseceserseseesrseseees 237 Data Visualization Bar Graph AttriDUteS ccccccececececeeeeeeeceseceeaceeeeeeasecseetseeeeeeeas 238 Applying Bar Graphs to Measures in an OLAP Repott cccceceeeeceeeececeeeeseceeeeees 238 Applying Bar Graphs to Measures Using the Selections Pane or Control Panel 240 Reader CoMmentsS ssss 1 5 u0un 257 6 WebFOCUS WebFOCUS Preface This documentation describes the WebFOCUS Managed Reporting end users environment which provides easy access to the information that users need regardless
144. ent pages are optional If you have only one content page tabs do not appear in the actual Dashboard view when you add content blocks You can create a content page and add a report to it through the Personalize menu or through the Publish option in Standard Reports and My Reports drop down menus as explained in Publishing Reports to Content Pages in Dashboard on page 81 Users can create any number of content pages and design the page layout Administrators can also customize the color of content page tabs background and text color For details see Selecting Content Layout on page 93 When creating content pages note that 4 You can rearrange the order of the pages using the Move Left Move Right and Set Default buttons in the Content window The Set Default button promotes the current page to the first page lt Only one output block is allowed per page When Dashboard opens only the reports on the current content page are executed All other reports are executed when you click the respective content page tab WebFOCUS 3 Creating Dashboard Content Reports on content pages do not automatically refresh when tabbing from one page to another To refresh a report click the Refresh button in the toolbar for that report Procedure How to Create Content Pages 1 Select the Personalize link in the banner then select Content from the submenu that appears The Content window opens 2 From the Content window click
145. ent types of graphs and apply them to one or more measures Vertical Bar This is the default graph type Vertical Line Vertical Area Horizontal Bar Horizontal Line Horizontal Area C O O O O O O Pie WebFOCUS Managed Reporting End User s Manual 201 Displaying Graphs and Reports Reference 202 If you choose to graph more than one measure you can employ different graph types to suit the data in each column with the following restrictions When you select Vertical or Horizontal Bar Line or Area as the controlling graph style for a measure you can apply any combination of these styles to other measures For example the first measure can appear as bars the second measure as lines and the third measure as areas All measures must have the same orientation vertical or horizontal When you choose Pie as the controlling graph style you can use only pie charts for other measures For details about supported combinations see Combining Graph Styles and Measure Styles in OLAP Graphs on page 202 Note If drilldown capability has been enabled for the dimensions in a report the same functionality is automatically enabled for graphs You can drill down from one graphical representation of your data to another Combining Graph Styles and Measure Styles in OLAP Graphs The following table lists the available style combinations in the second column for each graph style in the first column Controlling Graph
146. eport WebFOCUS Managed Reporting End User s Manual 231 Saving and Displaying OLAP Reports and Graphs in Other Formats Procedure Procedure 232 The graph appears in the browser above the report while a second browser opens and launches the report output in Adobe Acrobat as shown in the following image File Edit Yiew Favorites Tools Help a erk gt OA Asearch Favorites Emedia lt 4 D S SH a Address ja http localhost ibi_apps olap jsp olaptransform jsp z cs Go CD Players 16 328 Camcorers 38 592 on 12 841 E AN 305 fl wo 13 959 Digital Tape Recoraers 29 396 POA Devices Quantity Ba oi Onas 4 Bs Be A S BdrO B gt vii m RESF Aee 3 gt PRODCAT Quantity Line Cost Of Goods Sold CD Players 16 328 1 616 472 00 Camcorders 12 ml 9 159 550 00 a Cameras 60 695 00 x j M4 10f1 E eae o 4 Te ee ery Tip If you wish you can save and print the PDF report from Adobe Acrobat How to Save an OLAP Report and Graph as an Excel File 1 2 3 4 Open the Control Panel Click the Save button at the bottom of the window Select Save the data in an Excel file or Save the data in an Excel 2000 file Follow the instructions to export the data How to Display an OLAP Report and Graph as an HTML Active Technologies Report 1 2 3 4 Open the OLAP Control Panel Click the Save button at the b
147. er that is automatically created under the My Reports folder but you can save parameter reports anywhere in the My Reports folder structure In either case the domain containing the My Reports folder cannot be restricted If the domain is restricted you can save the report output to any other domain that you are authorized to save to and that is not restricted You can also replace an existing Managed Reporting HTML form or procedure FEX when saving a Saved Parameter report The replacement requires that the selected file must be the same type HTML or FEX as the file being saved There are two cases for saving a Saved Parameter report HTML when saved using the Save Values option in an HTML form created by HTML Composer 1 FEX when saved from Amper Autoprompt form If the selected file type is not the same as the content being saved you will receive the following message To replace a file the file types must be the same Click OK to close the message and return to the Saved Parameters dialog box where you can choose another file or type a file name If the file name you type exists for the same file type FEX or HTML you will receive a message stating that the file name already exists Click Replace to overwrite the existing file or click Cancel to return to the Saved Parameters dialog box Note Administrators and Developers can save parameter selection values as Standard Reports WebFOCUS 2 Using Dashboard
148. er where the selected Reporting Object is located To delete a report or folder in My Reports right click the report or folder and select Delete from the menu Note 4 Create or edit only one report at a time when using InfoAssist Power Painter Report Assistant or Graph Assistant 4 if you log off Dashboard without first closing the Report or Graph Assistant you must manually close the tools WebFOCUS Managed Reporting End User s Manual 35 Creating Reports in Dashboard Procedure How to Copy a Shared Report and Save it as a My Report Copying a Shared Report and saving it as a My Report enables you to edit the report or graph without affecting the original For details see How to Copy a Shared Report on page 46 Procedure How to Create a Custom Report in Dashboard 1 In the Domain Tree expand the My Reports folder 2 Right click the Custom Reports folder and select one of the following reporting tools 4 InfoAssist to create a report or chart using InfoAssist Power Painter to create a report graph or page layout using Power Painter Report Assistant to create a report using Report Assistant Graph Assistant to create a graph using Graph Assistant C O O Editor to create a report or graph using the Dashboard text editor Note The reporting tools that are available are dependent on the Dashboard configuration set by your MR Administrator If you have selected InfoAssist Power Painter Report Assistant o
149. es w Graph Manufacturing Plant State Store Name 7 E 7 E YEAR QUARTER MONTH Product Type HA Be 0 Product Category Product Name PDA Devices 7 Elka 7 e IAP Pm Run PP Reset MP Save Help Line Product Cost Of Name Quantity Goods Sold ZT Digital PDA Commercial 13 591 4 743 259 00 ZC Digital PDA Standard 2 429 604 821 00 The name of the dimension field appears as defined in the Master File even if an alternate column title has been specified In addition you can customize the display of the measures in your report from the Selections pane You can click either the Measures or the Graphs arrow in the upper left corner of the pane to list the measures From the Measures arrow you can display or hide the selected measure s or request a column of simple bar graphs to reveal trends From the Graphs arrow you can choose the measure s you wish to graph and specify one of seven basic graph types vertical and horizontal bar line area and pie charts Note that the Selections pane is resizable The controls for dimensions measures and graphs float as you resize the report window so that they continue to be visible in the frame Five buttons appear below the Selections pane OLAP Run Reset Save and Help OLAP opens the OLAP Control Panel OCP Run executes the report with the current set of selections WebFOCUS Managed Reporting End User s Manual 129 Three Ways of Working
150. ext to the desired search options For details on basic search options see Basic Search on page 68 For details on advanced search options see Advanced Search on page 69 7 Click Search to search your domains or Reset to reset all of the search options to the default values WebFOCUS 2 Using Dashboard As shown in the following image search results are returned in a list block on the right side of the window The list contains the item title item type the date and the path information You can sort the results using the arrows in the title bars You can add items from the search results window directly to your favorites list ZJ Domain Search WebFOCUS Business Intelligence Dashboard Microsoft Internet Explorer ol x Select a domain Century Corporation X 1 6 of 6 matches found Enter search query olap Result Set sort preference By Title Low to High Sort Search option 1 all C Starts with f Exact match C Ends with TITLE VA TYPE VA DATE VA xact mate nds j amp WETS Report Wednesday November 27 2002 5 13 44 Pf Search preference E Car p y C Return first item only HR Measures Return every item Items per page 20 Launch Form r Promptfor Web Page Friday October 11 2002 2 40 00 PM EDT Sort preference By Title Low to High Termination Date drda Enabled M Standard Reports My Reports Report M Reporting Objects I Shared Reports M all myfEfgoraph Report Tuesday January 28 20
151. g vendor and release The software release 4 Your server version and release You can find this information using the Version option in the Web Console 4 The stored procedure preferably with line numbers or SQL statements being used in server access The Master File and Access File 4 The exact nature of the problem 10 WebFOCUS Preface 4 Are the results or the format incorrect Are the text or calculations missing or misplaced 4 The error message and return code if applicable 4 Is this related to any other problem 4 Has the procedure or query ever worked in its present form Has it been changed recently How often does the problem occur What release of the operating system are you using Has it your security system communications protocol or front end software changed 4 Is this problem reproducible If so how lt Have you tried to reproduce your problem in the simplest form possible For example if you are having problems joining two data sources have you tried executing a query containing just the code to access the data source 4 Do you have a trace file 4 How is the problem affecting your business Is it halting development or production Do you just have questions about functionality or documentation User Feedback In an effort to produce effective documentation the Documentation Services staff welcomes your opinions regarding this manual Please use the Reader Comments form at the
152. gion are set to All to show all values of each dimension You wish to focus on the data for one continent and one region v Measures Risk Factor E Continent AMERICAS ASIA EUROPE v Graph Continent all County P OLAP j Region CENTRAL AMERICA NORTH AMERICA SOUTH AMERICA FAREAST MIDDLE EAST EASTERN EUROPE RISK CLASS RISK_CLASS P Save j Balance CANADA DOLLAR Medium Low Medium Unknown Medium Unknown Medium Medium High Medium 56 230 934 260 574 240 242 488 333 11 592 334 93 131 279 29 594 655 283 725 179 62 523 679 67 021 020 103 747 616 arans ra 40 200 667 186 124 457 173 205 952 8 280 274 66 522 342 21 139 039 202 660 342 44 659 771 47 372 157 74 105 440 pons arr 2 In the Selections pane click the arrow to the right of CONTINENT and select AMERICAS from the list of values Use the default operator to limit the data 3 Next click the arrow to the right of REGION and select NORTH AMERICA Once again accept the default operator 4 Click the Run button on the band below the Selections pane WebFOCUS Managed Reporting End User s Manual 179 Limiting Data The output is now limited to data for the selected continent and region as shown in the following image Country 7 RISK_CLASS Continent AMERICAS v wv Measures v Graph Region NORTH AMERICA Y Risk Factor SEa zkan JR P OLAP j P
153. he Measures pane The sort options pane opens Do not click the Measures check pane which controls the display of a measure not its sorting Click the arrow under Measure Calculations and select a calculation from the list None is the default value For details see Calculations You Can Perform on a Measure on page 172 Click OK WebFOCUS Managed Reporting End User s Manual 171 Performing a Calculation on a Measure The sort pane is replaced by the Measures pane where the selected calculation appears as a prefix to the measure 6 Click Run and the applied calculation is added to the column title Reference Calculations You Can Perform on a Measure The following table lists the types of calculations in the first column and describes their functions in the second column Average Sum Computes the average sum of squares for standard deviation in statistical of Squares analysis Computes the average value of the field Counts the number of occurrences of the field Count Counts the number of distinct values within a field when using REMOTE Distinct For other modes of operation this behaves like Count Maximum Generates the maximum value of the field Minimum Generates the minimum value of the field Percent Computes the percent of a field based on the total values for the field The Percent can be used with detail as well as summary fields Percent Computes the percent of a field based on the number of instan
154. he default value displayed in the seconds refresh time interval field located to the right of the Refresh check box in the block toolbar Entering a non integer value or a value less than the default value generates an error message WebFOCUS 2 Using Dashboard 2 Select the Refresh check box in the block toolbar as shown in the following image Human Resources Main Yiew Refresh every seconds Jf TurnOver Ratios By Branch Plant Position Employed Resigned Terminated i Location Description Count Count Count TotalPersonell Tu Cross Reference files Quality Assurance Sales Orders BOS Line Worker 8 3 1 12 Plant Manager 1 0 0 i Technician 9 2 1 12 TOTAL BOS 18 5 2 25 Tip If you want to edit the refresh value deselect the Refresh check box type a new value then select the check box again Viewing List and Folder Block Items List and folder block items appear as hyperlinks in Dashboard To view a list or folder block item click the hyperlink or select the Run or Go To option from the menu The output appears in a separate browser window unless an Output block window has been created in the content page you are viewing If an Output block has been created the output appears there When a list or folder block appears an icon precedes each report The following table shows a list of icons with its corresponding descriptions Hyperlinks and launch forms 9 Internet hyperlinks Report Procedures that do no
155. his Interface you can perform the following actions on a deferred report m bu O O O O O O Sort deferred report output by date description domain and server ID View deferred report output Delete a deferred report from the WebFOCUS Reporting Server Save the report output as a My Report Review or change parameters associated with a deferred report View the number of days remaining prior to expiration deletion on the server Terminate a deferred request that is in the deferred report queue Terminate a deferred report that is running Delete all expired unknown completed running and queued tickets You can access the Deferred Status Report Interface from m m Developer Studio by selecting the Deferred Status icon in the toolbar Dashboard by selecting the banner link Utilities then Deferred Report Status WebFOCUS 4 Using the Deferred Report Status Interface Deferred Report Status Interface Features In this section Sort Controls for the Deferred Report Status Interface Deferred Report Status Deferred Report Expiration Setting Saved Deferred Output Subject to Temporary Expiration Special Behavior for Sorting by WebFOCUS Reporting Server User ID Setting the Automatic Refresh Interval Viewing Deferred Reports Reviewing Deferred Report Parameters Saving Deferred Reports Deleting Tickets for All Report Status Types Deferred Status Delete Confirmation Messages The Deferred Report Status In
156. ich you can drill down to related information Depending on your OLAP settings the hyperlinks may be active for both the dimension fields by which the report is sorted and the measures fields which display quantitative data or only for the dimension fields For related information see OLAP Enabling a Report on page 121 Context menus You can right click any column title to access a menu of options that facilitate analysis The options vary slightly to suit the tasks associated with dimensions and measures 4 Sorting diamonds EJ The measures fields that make up the body of the report have blue diamonds adjacent to them You can click either the top or bottom of the diamond to instantly sort data from high to low or low to high WebFOCUS Managed Reporting End User s Manual 125 Characteristics of an OLAP Report J Drag and drop capabilities for dimensions and measures 4 You can drag and drop sort fields to shift sorting from vertical By to horizontal Across or vertical to horizontal 4 You can change the order in which sorting occurs by dragging sort fields from inner to outer positions or outer to inner positions You can drag measures from one position to another to affect the order in which data appears Beyond the features in the report itself your OLAP options depend on the interface and drill down settings that are in effect for a particular report Those choices determine whether you have access to th
157. icrosoft Excel 2000 or higher installed When you choose Excel 2000 the report and graph are displayed in the same tool where you can manipulate the data using Excel options From Excel you can print both the report and the graph When you save in Excel 2000 format only explicit drill downs based on parameters passed from the base report to the drill down report continue to work Automatic drill downs on Dimensions and Measures are not supported in Excel 4 Excel is a binary display format with limited formatting support The computer on which the report is being displayed must have Microsoft Excel installed Drill downs of any kind are not supported Using an active report is useful when you want to create a self contained HTML report that is designed for offline analysis You can interact with the data using analysis options similar to those found in an Excel workbook without any connection to a server In Managed Reporting m m A user can save the HTML output in the My Reports folder A developer can save the HTML output in the Others folder where it can be distributed to users as a Standard Report Developers can refer to the WebFOCUS Managed Reporting Developer s Manual for details on how to save a transformed report as a Standard Report Procedure How to Display an OLAP Report and Graph in PDF Format 1 2 3 Open the Control Panel Click the Save button at the bottom of the window Select Display as a PDF R
158. iew access the Personalize Options window shown in the following image by selecting the Personalize link in the banner and then selecting Options from the submenu that appears r General Settings Maximum number of recent items 25 Maximum number of domain search items 10 Allow multiple reports execution window Mobile Favorites Email Sent r Domain Tree Available Domains Favorite Domains WORP Domain Search amp gt K Peer Graphics Ca WORP Domain Search B WORP Domain Search C WORF Domain Search D a 4 i L Knowledge Mapping WORP Public r Popup Menu Enable menu Yes v Menu event type On Right Click v The Personalize Options window contains the following three sections General Settings Domain Tree and Popup Menu 4 The General Settings section enables you to set the following 4 Maximum number of recent report items that can be displayed default is 25 Q Maximum number of domain search items that can be displayed default is 10 4 Allow multiple reports execution window When set to No the default if you are not using an Output block a new browser window opens when a report is run When set to Yes additional reports open in and reuse any existing browser windows WebFOCUS Managed Reporting End User s Manual 73 Setting User Options Reference 74 Mobile Favorites Email Sent When set to No the default if you right click a re
159. igital 35 336 7 797 162 00 ME 05 emar Digital 33 871 6 656 292 00 BE 04 emar Analog 27 584 6 061 370 00 ME 05 eMart Analog 24 253 5728 792 00 ME 04 Audio Expert Analog 24 312 5 087 601 00 BE 06 eMart Analog 22 900 4 999 241 00 B 05 Audio Expert Analog 17 073 3 606 229 00 EE 06 Audio Expert Analog 16 559 3 174 928 00 E Once again the digital category leads sales 118 WebFOCUS 5 Analyzing Data in an OLAP Report 10 Click Digital as shown in the following image 2j PRODTYPE E Quantity 3 Line Cost Of Goods Sold Digital amp 45 895 10 519 058 00 ME Analog Click 22 900 499924100 J Digital PDA is the strong seller here too 1L Click PDA Devices as shown in the following image to examine the models that comprise these sales 3 PRODCAT 3 Quantity 4 Line Cost Of Goods Sold PDA Devices Click 16 020 5 348 080 00 M Camcorders PDA Devices 3443 2 456 730 00 ME DVD 6 518 1 029 502 00 B Digital Tape Recorders 13 378 923 082 00 E CD Players 7 390 731 610 00 E Cameras 146 29 054 00 The report shows sales figures for the two digital models as shown in the following image B product Name 2 quantity Sl Line Cost Of Goods Sold ZI Digital PDA Commercial 13 591 4743 259 00 D ZC Digital PDA Standard 2 429 604 821 00 E ZT Digital PDA Commercial far outsells ZC Digital PDA Standard This information from the two top selling stores suggests that Century Corporation should evaluate and a
160. ill Down EJ CAROLAP ORIGIN COUNTR T CAR Procedure How to Pivot Rows and Columns In an OLAP Report You can quickly change a field from one that sorts data vertically creating rows to one that sorts data horizontally creating columns or vice versa WebFOCUS Managed Reporting End User s Manual 161 Sorting Data Example 162 To change a 4 Vertical By sort field to a horizontal Across sort field drag and drop a field above the row of column titles 4 Horizontal Across sort field to a vertical By sort field drag and drop the field into the desired location in the row of column titles In each case the cursor changes to a plus sign to indicate acceptable places where you can drop the field Unacceptable places have a circle with a slash across the center Pivoting Rows and Columns in a Report The following is an example of pivoting rows and columns in a report 1 Run the Standard Report OLAPREP2 2 Click Q1 The report is now sorted vertically by month store and product type as shown in the following image E MONTH o1 Store Name AV VideaTown Audio Expert City Video Consumer Merchandise Ty City Web Sales eMart AY VideoTown Audio Expert City Video B PRODTYPE Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital 5 Quantit
161. imension Store Name is at the lowest level in its dimension PRODTYPE is the top level in its dimension This determines how much farther you can drill down within each dimension If you drill down on a value of Quarter the report shows information broken down by Month within that Quarter The Quarter column itself will no longer appear 1 Run the Standard Report OLAPREP2 In this quarterly report drill down hyperlinks are active for both dimensions and measures WebFOCUS 5 Analyzing Data in an OLAP Report 2 Click Qi in the quarterly report shown in the following image to see a monthly report Line Store Cost Of QUARTER F Name Product Type Quantity Goods Sold AY VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7196 1 607 513 00 Consumer Merchandise Analog 6 980 1 542 036 00 Digital 14 957 3 261 090 00 TY Ci Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 Digital 108 221 24 990 368 00 Q2 AV VideoTown Analog 11 781 2 663 655 00 Digital 27 377 5 928 507 00 Audio Expert Analog 57 944 11 868 758 00 Digital 111 421 28 064 250 00 City Video Analog 1 405 285 323 00 The monthly report looks like this Since Month is the bottom level in its dimension if you drill down on
162. in My Reports Shared Reports and Reporting Objects folders of a domain When you right click an item from one of these folders a menu appears that enables you to select one of the options available for that item type Note that the Schedule Library Version and Filter options are available only when applicable The options for lt J Standard Reports identified by the Report icon include Run Run Deferred Open Edit Source Cut Copy Delete Publish if you are allowed to personalize a view Schedule Library Versions Add to Favorites Add to Mobile Favorites Filter and Properties The Run function does not appear if your Administrator defined the report as deferred only Note When viewing the details of a drill down report use the Back button in your browser to return to the original report WebFOCUS Managed Reporting End User s Manual 29 Using Domain Tree Items My Reports identified by the Report icon include Run Run Deferred the tool used to create the report InfoAssist Power Painter Report Assistant or Graph Assistant Delete Publish if you are allowed to personalize a view Schedule Library Versions Add to Favorites Add to Mobile Favorites and Properties When you delete a report if the report is the only item in the folder the folder is also deleted You also have the option of deleting a folder including all of its contents For details about creating My Reports see Creating Reports in Dashboard o
163. ions 4 If the report is expired or was deleted from the server the message recommends deletion and indicates that there is no report output on the specific WebFOCUS server as shown in the following image Microsoft Internet Explorer 4re you sure you want to delete Deferred report entry Monday July 10 2006 3 54 05 PM Graphing Options Recommended as there is no report output For this report on server EDASERVE j Cancel l If the WebFOCUS server is unavailable the message indicates there is an error attaching to the specific WebFOCUS server as shown in the following image Microsoft Internet Explorer Error attaching to server EDASERYE re you sure you want to delete Deferred report entry Monday July 10 2006 4 01 02 PM Graphing Options 4 If there is no entry for the server in the WebFOCUS client configuration the message recommends deletion and indicates that the specific WebFOCUS server is not defined in the WebFOCUS client configuration file as shown in the following image Microsoft Internet Explorer 4re you sure you want to delete Deferred report entry Tuesday August 15 2006 4 09 49 PM Graphing Options Recommended as the server SR V1 is not defined in WebFOCUS client configuration file i Cancel Each of the deletion confirmation messages also displays the date and time the deferred report was submitted and the description that is displayed in the Deferred Status Interface 110 WebFOCUS
164. ions 29 domain trees 26 27 29 47 upload data file 47 domains 14 27 67 searching 67 drilling down in OLAP reports 128 drilling down on dimensions 121 123 131 drilling down on measures 121 123 131 136 138 140 E Edit button 63 Edit window 86 editor in Dashboard 41 elements in OLAP dimensions 124 150 reversing the order 150 empty blocks 78 end user reporting environments 17 EXL2K PIVOT format 85 in Dashboard 85 expiration settings for deferred reports 101 exposing hidden columns in OLAP reports 128 F Favorites link 66 71 Dashboard tab 71 250 fields performing calculations in OLAP reports 172 filters in Dashboard 33 folder block items 65 folder blocks 25 77 82 86 changing contents 86 G Graph Assistant 15 Graph button 208 Graph control 129 200 204 Control panel 200 Selections pane 200 204 Graph Editor 15 Graph pane 208 graph styles 202 208 controlling in OLAP 202 208 graph types horizontal area 202 horizontal bar 202 horizontal line 202 OLAP and 200 202 pie 202 vertical area 202 vertical bar 202 vertical line 202 graphing OLAP reports 128 200 207 graphs displaying in OLAP 200 202 208 in OLAP 200 group views 20 21 grouping numeric data into tiles 168 170 H Help link 66 WebFOCUS help system for Managed Reporting 14 hiding columns in OLAP reports 128 hiding content blocks 90 hiding the toolbar in a content block 91 hierarchies 124 High
165. k OK The main Control Panel window reopens 6 Click Run to execute the report Tip To expose the hidden sort field repeat the process and deselect the Hide check pane 166 WebFOCUS 5 Analyzing Data in an OLAP Report Example Sorting by a Hidden Field The following is an example of sorting by a hidden field 1 Run the Standard Report OLAPREP2 The first sort field in the report is QUARTER You want to retain the sorting but not display this field Click the square icon next to QUARTER to open the Control Panel Select QUARTER in the Drill Down pane then click the Sort button The sort pane opens Select the Hide check pane as shown in the following image WebFOCUS OLAP Windows Internet Explorer Go Gd http localhost 3080 ibi_ap File Edit View Favorites Tools Help x Google gt B search h O M che BB share sidewii Y Bookmarks check gt Rr Orin x EF Uy Favorites WebFOCUS OLAP 7 WebFOCUS OLAP Control Panel Webpage Dialog Bax Dimensions Click a Box to Add Location a gt Time Period iis YEAR Store Cost Of Values QUARTER Name Product Type Quantity Goods Sold vias a AV VideoTown Analog 18 449 3 969 296 00 MONTH a an SARAN gt Product Binek E Audio Expert Analoi 78 449 16 467 146 00 z Digital 105 983 25 092 678 00 QUARTER City Video Analog 6287 1315 015 00 Sort Tiles Sub Total
166. l Expired and All Unknown reports but only when one or more reports exist for that status type in the Deferred Status Interface If a report status type is not displayed in the Interface the corresponding status option does not appear in the Delete drop down list You can also delete individual tickets using the Delete button located in the Options column next to each report The following image shows the Deferred Status Interface with the Delete drop down list expanded showing the available options PA WebFOCUS Refresh 5 Sort By Date xl En Delete x X Al Refresh every seconds min 5 seconds Enabl All Completed All Running Date Time Submitted Domains Desc All Queued Expires In Options Thursday March 31 2005 Acme Manufacturing olap AllExpired 29 days Delete View Save Run 10 15 16 AM All Unknown Thursday March 31 2005 Accounting Salary by Division 29 days Delete View Save Parameters 10 14 31 AM Ooo eiee Dee oo a aaa a a a aaa Date Time Submitted Domains Description Status Options Monday September 27 2004 Domain 1 cartst Expired Submitted by Server 11 26 45 AM ID bigscm Current ID is Thursday September 23 Exk 0824 Expired Submitted by Server 2004 11 02 21 AM ID bigscm Current ID is 108 WebFOCUS 4 Using the Deferred Report Status Interface For unknown tickets the status column shows 4 Expired if the report has expired and is no longer stored on the
167. ld quantity sold and line cost of sold goods for AV VideoTown in January as shown in the following image 2j PRODTYPE E Quantity E Line Cost Of Goods Sold Analog 147 35 280 00 Digital 1 426 299 504 00 WebFOCUS Managed Reporting End User s Manual 135 Drilling Down On Dimensions and Measures Example 136 Drill Down on Measures in Reports By drilling down on a measure you expose the next level of detailed information associated with that measure for each displayed dimension in the hierarchy In other words when you drill down on a measure the current dimension is used as a limiting criterion The rest of the hierarchy is then expanded based on that limitation Remember that a measure contains quantitative information about fields in each dimension In this example Quantity and Line of Sold Goods provide data about products at particular stores during particular time periods 1 Run the Standard Report OLAPREP2 Notice that quantity of sales for all digital products at AV VideoTown in the first quarter of the year is 22 206 You want to find out how much each digital product contributed to the total quantity 2 Click 22 206 under Quantity as shown in the following image T quarter Tl Store Name Q1 AY VideoTown nalo Digital Audio Expert nalo igita City Video nalo igital Consumer Merchandise Analo igita Ty Ci nalo igital Web Sales nalo igita eMart nalo igita AV VideoTown nalo zj P
168. le The selected presentation is parsed and the dialog box shows a listing of the current slides in the presentation The user has the option of overlaying the graph placed on top of existing content in any existing slide or placing the graph in a new slide at the end of the presentation The datasheet object is populated with the data for the graph When you export a live graph you can select from the following list of graph types Clustered Column 3D Clustered Column Clustered Bar 3D Clustered Bar Line Line with Markers 3D Line Pie 3D Pie Clustered Cylinder Column Clustered Cylinder Bar Clustered Cone Clustered Cone Bar Clustered Pyramid and Clustered Pyramid Bar Procedure How to Export Live Graphs to PowerPoint From Dashboard The following procedure assumes that a developer has already added the MS Office output options to the launch block where your live graph is stored in Dashboard 60 WebFOCUS 2 Using Dashboard 1 From the Dashboard launch block click the PowerPoint icon in the title bar above the graph as shown in the following image Sales Graph j V4 Regional Sales 700000000 600000000 500000000 400000000 Sales 300000000 200000000 100000000 Region The PowerPoint Options pop up menu appears as shown in the following image a PowerPoint Options O ial New PowerPoint Presentation oe Open existing presentation Insert As Live MS Graph Graph Type Clus
169. le through our World Wide Web site http www informationbuilders com It connects you to the tracking system and known problem database at the Information Builders support center Registered users can open update and view the status of cases in the tracking system and read descriptions of reported software issues New users can register immediately for this service The technical support section of www informationbuilders com also provides usage techniques diagnostic tips and answers to frequently asked questions Call Information Builders Customer Support Service CSS at 800 736 6130 or 212 736 6130 Customer Support Consultants are available Monday through Friday between 8 00 a m and 8 00 p m EST to address all your questions Information Builders consultants can also give you general guidance regarding product capabilities and documentation Please be ready to provide your six digit site code number xxxx xx when you call To learn about the full range of available support services ask your Information Builders representative about InfoResponse Online or call 800 969 INFO Information You Should Have To help our consultants answer your questions effectively be prepared to provide the following information when you call lt Your six digit site code xxxx xx 4 Your WebFOCUS configuration 4 The front end you are using including vendor and release The communications protocol for example TCP IP or HLLAPI includin
170. lect Save As use the Save as type drop down list to select either Microsoft Office Excel Workbook xls or CSV Comma Delimited csv then click Save 50 WebFOCUS 2 Using Dashboard Amper Auto Prompting The amper auto prompting facility enables you to select parameters and run the report while still being able to view and change your parameter selections You can also display and hide parameters to widen the screen as needed For example the following image shows a report that requires parameter selection Select a Product Category Select a Product Type Select All CD Players Analog Digital Cameras xl run Reset swe _Clear output lel ead I Run in a new window 1 Specify values for all parameters 2 Select the run button to submit the request WebFOCUS Managed Reporting End User s Manual 51 Creating Reports in Dashboard After you run the report the output appears as shown in the following image SS Select a Product Category Select a Product Type Select All CD Players Camcorders Cameras xl SALES ACROSS PRODUCT Region EAST State NY Product Category CD Players Camcorders Cameras DvD Digital Tape PDA Devices Recorders Store Name AV VideoTown 452 430 00 4 283 998 00 287 212 00 786 964 00 584 844 00 3 487 726 00 Audio Expert 359 271 00 6 592 944 00 337 962 00 1 666 342 00 1 379 586 00 8 250 047 00 Consumer 89 298 00 1 267 066 00 493 107 00 244 260 00
171. measure becomes blue to indicate that sorting specifications have been defined Click Run to display the report with the designated number of sorted values WebFOCUS Managed Reporting End User s Manual 147 Sorting Data Example Displaying a Subset of Sorted Data for a Measure The following is an example of displaying a subset of sorted data for a measure 1 Run the Standard Report OLAPREP2 The report shows sales information sorted by quarter store and product type 2 Click the square icon next to QUARTER to open the Control Panel notice that the original report is open on the left 3 Click Quantity in the Measures pane The sort pane opens as shown in the following image in front of the report i WebFOCUS OLAP Control Panel Web Page Dialog aax Dimensions Click a Box to Add gt Location gt Time Period YEAR Values E QUARTER Values E MONTH Values Product Dimension EN Quantity M Sort Measure Calculations High to Low None z Low to High al Rank 15 2 dived Highest 5 gt Ok h Cancel j gt Run j F Save h Help j PSelection Criteria 148 WebFOCUS 5 Analyzing Data in an OLAP Report 4 If not already selected click the Sort check pane High to low sorting is selected by default Click the Rank check pane Because the report is being sorted from high to low you can indicate the number of values you wish to see beginning with the highest
172. n Criteria Continent z CANADA Americas sd Select GUATEMALA Region Zz HONDURAS y hselect MEXICO Country bd UNITED STATES HONG KONG ISRAEL JAPAN SAUDI ARABIA Show Selection Criteria in Report EUROPE CZECH REP Heading Footing Run save P Help Lok RNGT ANT 4 E Done m E E m z 3 Local intranet 8 Verify that you want to use the default operator then click the Run button at the bottom of the Control Panel WebFOCUS Managed Reporting End User s Manual 183 Limiting Data The new report displays the data by Continent AMERICAS followed by Country as shown in the following image B Continent m Countryy jBIRISK CLASS S Balance CANADA DOLLAR AMERICAS ARGENTINA Medium 36 921 658 51 690 321 Unknown 5 246 222 7 344711 BRAZIL Medium 29 600 684 41 440 958 Unknown 15 892 817 22 249 944 Procedure How to Change Selection Criteria From the Control Panel Procedure 184 Tip If you have access to the Selections pane it provides the easiest way to adjust or remove selection criteria See How to Apply Selection Criteria From the Selections Pane on page 178 From the Selections Criteria pane in the Control Panel 1 Click the Select button next to the dimension value you wish to modify A secondary window opens To change a value type the new value in the text pane or select one or more values from the list The value you typ
173. n Report Heading Footing gt Run h Save j t Help gt Ok 190 WebFOCUS 5 Analyzing Data in an OLAP Report The relational operator to the left of the Date pane indicates that your report will contain data only for those rows where date is equal to the values you entered This default operator is correct for this example 8 Click Run to see the problem report for the specified date Your selection criteria are listed beside the OLAP button at the bottom of the report as shown in the following image Date Problem Problem Problem Problem Category Reported Number Occurrence Incorrect Labeling 1998 04 05 693 694 4 1998 04 19 695 1 1998 05 03 701 a 1998 05 31 879 1 1998 06 07 856 1 1998 06 21 880 kl 614 3 1998 07 05 859 1 1998 07 26 824 4 825 1 996 3 1998 08 02 826 ki 1998 08 09 619 999 3 1998 08 28 3 129 a 324 1 1998 08 30 1005 al Date Problem 2010 04 21 Procedure How to Apply Selection Criteria to a Date Range 1 Open the OLAP Control Panel 2 Click the Selection Criteria button The Selection Criteria pane opens 3 In the Dimensions pane above the Selection Criteria pane expand the dimension that includes the date field and click the Values button WebFOCUS Managed Reporting End User s Manual 191 Limiting Data Example 192 A secondary window displays controls for the date format of a dimension For example if the date format is YYM only the year
174. n drop down menu is a list of domains that you are authorized to save to The Save In value that appears when the Save Deferred Output Dialog box initially opens is the Deferred Reports folder under the domain where you ran the report IMAGE OF LIST Some domains may be restricted and not allow you to save My Reports In this case the OK button is not available to you it is greyed out When you select a domain where you are authorized to save My Reports then the OK button is available for selection IMAGE OF RESTRICTED DOMAIN 5 Inthe Save As field either keep the name that appears in this field or type a new name for the saved report output If you type an existing file name you are asked to confirm that you want to replace the existing file 6 Click OK WebFOCUS saves the deferred report results including deferred Custom Reports to your My Reports tab in the Deferred Output group folder WebFOCUS Managed Reporting End User s Manual 107 Deferred Report Status Interface Features To return to your reporting environment close the Deferred Report Status Interface Deleting Tickets for All Report Status Types How to Delete Tickets for All Report Status Types From the Deferred Status Interface you can delete tickets for all report status types using the Delete drop down list located in the toolbar at the top of the Interface The drop down list provides options to delete All All Completed All Running All Queued Al
175. n page 34 Custom Reports identified by the Report icon and located in the My Reports folder include Run Run Deferred the tool used to create the report InfoAssist Power Painter Report Assistant or Graph Assistant Editor Cut Copy Paste Delete Schedule Library Versions Add to Favorites Add to Mobile Favorites and Properties For details about creating Custom Reports see Creating Reports in Dashboard on page 34 4 Shared Reports identified by the Report icon can include Run Run Deferred Save as My Report Schedule Library Version Add to Favorites Add to Mobile Favorites and Properties For details about Shared Reports see Working With Shared Reports on page 43 4 Reporting Objects located in the Reporting Objects folder and identified by the Report icon include InfoAssist Power Painter if applicable Report Assistant Graph Assistant and Properties Any reports created from a Reporting Object are saved within the My Reports folder in a subfolder named for the group folder where the Reporting Object is located For details about creating a report see Creating Reports in Dashboard on page 34 Reporting Objects are the basis for creating My Reports and contain the data source fields that you can select in a reporting tool to build a report or graph Reporting Objects are designed by a developer or administrator and are organized within group folders You can open a Reporting Object with any of the available reporti
176. n the Date selection pane 4 Specify the date you want to add by using the spin buttons drop down lists or by typing the value 5 Click Add The date appears inside the Selections list pane 6 Click OK to return to the Selection Criteria pane Procedure How to Delete Dates From the Selections List pane 1 Open the Control Panel 2 Click Selection Criteria to open the Selection Criteria pane 3 Click Select to open the Date selection pane 198 WebFOCUS 5 Analyzing Data in an OLAP Report 4 Select one or more dates that you want to remove from the Selections list pane 5 Click Delete to remove the date 6 Click OK to return to the Selection Criteria pane Reference Date Format Limitations Note the following limitations when applying selection criteria to date elements The Date selection pane does not support Julian dates However if you are using Julian dates the Date controls still open 4 Dates containing only a day format D 12D A2D are not supported from the Date selection pane Instead the data source provides a list of values The Range check panel is enabled on the Date selection pane when the date format contains one of the following formats Any smart date format For example YMD MDY YYMD MDYY Q M AAYY l4YY I8YYMD A8YYMD IGYYM Cu O O O O O AGYYM Visualizing Trends How to Add a Column of Bar Graphs for a Numeric Measure To make your reports more powerful you c
177. n the Standard Report OLAPREP9Y WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following images your report shows problem information reported over the course of several years Date Problem Problem Problem Problem Reported Number Occurrence E Category La Incorrect Labeling 1998 04 05 693 g 1998 04 19 9 1998 05 03 1998 05 31 1998 06 07 1998 06 21 1998 07 05 1998 07 26 aagana WebFOCUS Managed Reporting End User s Manual 193 Limiting Data The information falls into the following categories incorrect labeling missing components physical damage power failure and remote failure Date Problem Problem Problem Problem E Category Reported Number Occurrence Mechanical Failure 2000 09 15 2000 09 25 2000 09 29 You want to restrict the information to problems reported between June 6 2001 and July 6 2001 From the Control Panel you can limit data based on a range of dates 2 Click the OLAP button below the report to open the Control Panel 3 Click the Selection Criteria button at the bottom right of the Control Panel The Selection Criteria pane opens 4 In the Dimensions pane above the Selection Criteria pane expand the TIMEPERIOD hierarchy 5 Click Values under Date Problem Reported The PROBLEM_DATE pane opens over the Selections Criteria pane with a drop down list for each selectable value Year Month and Date based on the date format of the selected field
178. n window displays a message indicating that your password was successfully changed Note f you change your password in Dashboard it also changes for Managed Reporting Required Browser Settings How to Set the Temporary Internet Files Option Set Advanced Browsing Options The following Internet Explorer browser settings are required for use with Dashboard Temporary Internet files option to check for newer versions of stored pages with every visit to the page Advanced browsing options to reuse windows for launching shortcuts Procedure How to Set the Temporary Internet Files Option 1 ee PS S RP From the Tools menu in Internet Explorer select Internet Options The Internet Options dialog box opens Click the General tab Click Settings beneath Temporary Internet files The Settings dialog box opens Click the Every visit to the page option button Click OK to clear the Settings dialog box Click OK to clear the Internet Options dialog box WebFOCUS Managed Reporting End User s Manual 23 Recommended Browser Settings Procedure How to Set Advanced Browsing Options 1 AN From the Tools menu in Internet Explorer select Internet Options The Internet Options dialog box opens Click the Advanced tab Under Browsing deselect Reuse windows for launching shortcuts Click Apply Click OK Recommended Browser Settings Procedure 24 How to Change Your Browser Colors Change Your
179. nality from the report itself You can access options on right click menus drag and drop columns within the report and use up and down arrows to sort columns from high to low or low to high On Provides access to the OLAP Selections pane from a square button to the left of the column titles You can open the Control Panel by clicking the OLAP button in the OLAP report Top Panel Opens the OLAP Selections pane above the report The Measures Graph and Dimension controls as well as the band containing the OLAP Run and Reset buttons appear above the report output You can open the Control Panel by clicking the OLAP button on the Selection pane Bottom Panel Opens the OLAP Selections pane below the report The Measures Graph and Dimension controls as well as the band containing the OLAP Run and Reset buttons appear below the report output You can open the Control Panel by clicking the OLAP button on the Selection pane Hidden Panel Opens the OLAP report with the OLAP Selections pane hidden You can perform a variety of analytic tasks from the report itself Selection Criteria is shown next to the OLAP button Show Tabbed For OLAP reports that have multiple dimensions this option groups the dimension elements under a tab labeled with the dimension name Drill Down options These options enable you to sort instantly from high to low or low to high for selected report columns m m m None Disables automatic drill downs
180. ncel Procedure How to Change the Content Block Type 1 From the Content window select the content page where the content block is located 2 Select the check box next to the block you want to edit 3 Click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit Z icon for the content block you wish to edit 4 Select the desired Block Type option 88 WebFOCUS 3 Creating Dashboard Content Click Save Note When you change the content block type all of the items in the block are removed and the block name clears Procedure How to Remove Items From a Block 1 2 3 From the Content window select the content page where the block is located Select the check box next to the list block you want to edit Click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit Zi icon for the content block you wish to edit In the Content List select the item you want to remove Click Remove Click Save Procedure How to Change the Block Contents 1 2 3 From the Content window select the content page where the block is located Select the check box next to the block you want to edit Click Edit Block The Edit Block window opens You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit
181. nd Displaying OLAP Reports and Graphs in Other Formats on page 230 Stacking multiple measures to limit the width of the report For details see Stacking Measures on page 211 Drilling Down On Dimensions and Measures You can drill down on dimensions in OLAP reports and graphs and also on measures in reports The settings activate the required hyperlinks m Dimensions enables automatic drill downs on dimensions in reports and graphs WebFOCUS Managed Reporting End User s Manual 131 Drilling Down On Dimensions and Measures Example 132 Dimensions and Measures enables automatic drill downs on dimensions in both reports and graphs and on measures in reports None disables automatic drill downs This is the default In Developer Studio you can set drilldown options from the Report Options Features tab For details about this setting see Setting OLAP Reporting Options on page 122 Drilling Down on Dimensions in a Report This report you are about to run uses data from a hierarchy that contains three dimensions each of which has three elements The report is sorted by the specified field from each dimension The following table outlines three dimensions Time Period Location and Product Dimension to which each contains three elements Time Period Location Product Dimension Year Manufacturing Plant PRODTYPE The report will show data at different levels in each dimension Quarter is down one level in its d
182. ne opens WebFOCUS Managed Reporting End User s Manual 155 Sorting Data The following image shows these three selections on the OLAP Control Panel g WebFOCUS OLAP Control Panel Webpage Dialog Dimensions Click a Box to Add Location gt Time Period E YEAR Values QUARTER Values MONTH Values Product Dimension i Limit Output Limit E a g High to Low I Hide I Rank 1 2 3 You could sort data by highest or lowest You can also rank data by highest You can limit the number of records to display per report You can also hide a sort field and unhide it bP Ok jr Cancel j gt Run bh Save gt Help j PSelection Criteria J a Accept the default sort order Low to High b Click the Limit check pane and choose 2 from the input area c Click the Rank check pane 4 Click OK to return to the main Control Panel window 5 Click the Run button at the bottom of the Control Panel 156 WebFOCUS 5 Analyzing Data in an OLAP Report Notice that only two values now appear for each Quarter and ranked low to high within each group as shown in the following image Q1 1 AvVideoTown 2 Audio Expert Q2 1 AV VideoTown 2 Audio Expert Q3 1 AV VideoTown 2 Audio Expert BJQUARTER RANK Store Name E PRODTYPE Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Q4 1 AV VvideoTown Digital Analog 2 Audio E
183. nel 3 Select the Show Graph check pane located below the Measures Properties pane Note that the contents of the Drill Down and Drill Across panes determine the X axis fields When there are multiple drill X axis fields multiple graphs appear vertically stacked in the same frame The measures appear as Y axis fields on the graphs you display 4 Click the Graph icon adjacent to the Show Graph check pane The Measures and GraphStyle pane opens Check panes associated with the available measures are unchecked by default 5 Click one of the seven icons at the bottom of the window to set a controlling graph style 208 WebFOCUS 5 Analyzing Data in an OLAP Report 6 Select the check pane s for the measure s you wish to graph The graph icon corresponding to the controlling graph style appears next to each selected measure 7 Click the icon next to a measure to choose a different graph style from the supported combinations as shown in the following image WebFOCUS OLAP Control Panel Web Page Dialog Dimensions gt Geographic Area gt Risk Measures And GraphStyle lal JV Balance anl V CANADA DOLLAR Graph Style wel amp amp lael elle gt Run j F Save Ph Help j gt Ok Cancel j 8 Click OK to return to the main Control Panel window with all the graph settings retained 9 Click Run to display the graph s and the tabular report in a split window WebFOCUS Managed Reporting End User s
184. nel Reference Combining Graph Styles and Measure Styles in OLAP Graphs When you graph a measure in an OLAP report you select the specific data elements to include and view the tabular report and a graphical representation of the identical information simultaneously in a split window The graph appears in a frame in the top half of the window to facilitate comparison To create a graph the data in the report must include at least one numeric measure and one sort field By or Across The Graph control is activated in the Selections pane or the Control Panel when these basic requirements are met WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following image it includes three sort fields PRODCAT Store Name and Manufacturing Plant and three numeric measures Quantity Our Cost and Price displayed as horizontal bar charts for quick comparison CD Players E cuantity Camcorders Cameras our cost lt 9 Q Q oc a Digital Tape Recorders PDA Devices Price 0 20K 40K 60K 80K 100K 120K 140K 160K 180K 0 PAGE 1 Store Manufacturing Our BName BP tant EPRODCAT l Quantity 2 Cost Sl Price You can request a graph from an OLAP report from the Selections pane or from the Control Panel From an OLAP report you can create a vertical bar chart to represent the data ina selected measure From the Selections pane or the Control Panel you can create seven differ
185. nerDiv height 41px background image url style logo_banner_TOP gif background position top left background repeat no repeat margin 0px margin top 0px cursor pointer The option to select different launch page templates can be set in the WebFOCUS Administration Console using the Parameter Prompting selection under Client Settings where you can set the IBIF_describe_xsl value to one of the launch page templates You can also enter the name of the desired launch page template in a FOCEXEC using the following code lt describe_xsl gt template lt describe_xsl gt where template Is set to one of the following launch page template values J autoprompt_top Displays the parameters horizontally at the top of the page and is the default template value l autoprompt_top_checked Same as autoprompt_top but the Run in a new window check box is preselected WebFOCUS Managed Reporting End User s Manual 53 Creating Reports in Dashboard 4 autoprompt Displays the parameters vertically at the left side of the page 4 autoprompt_checked Same as autoprompt but the Run in a new window check box is preselected J autoprompt_simple Basic input form Saving Parameter Selections 54 How to Save Parameter Values to a My Report You can save parameter selection values as a My Report for reports that run immediately or run deferred By default these reports are saved in the Saved Parameter Reports fold
186. ng in OLAP reports 128 140 143 147 148 149 166 sorting measures 125 143 sorting OLAP data 115 143 sorting reports 140 OLAP and 140 specifying date ranges 185 Stack Measures check box 211 stacking measures 131 211 in OLAP reports 131 Standard Reports 14 29 98 static reports 14 StyleSheets 123 OLAP hyperlinks and 123 StyleSheets and 123 suppressing subtitles 143 146 T text editor 41 in Dashboard 41 three state check box 241 TILE column 168 170 tile fields 168 170 toolbar 91 toolbars in Dashboard 26 WebFOCUS Managed Reporting End User s Manual Indexi Tools link 66 tree blocks 25 Tree link 66 trends 199 200 displaying as graphs 199 displaying in graphs 200 U uploading data files 47 50 user options 72 Utilities link 66 V vertical graphs 202 viewing deferred reports 96 103 viewing sorted OLAP data 147 148 Views link 66 visualizing trends 199 W watch list 25 66 77 78 80 81 82 83 blocks 25 77 82 interface 78 80 81 web queries 112 web searches 111 112 WebFOCUS Browser Version 121 123 OLAP and 121 123 WebFOCUS Business Intelligence Dashboard 14 17 19 20 WebFOCUS client configuration 109 WebFOCUS Developer Studio 121 123 OLAP and 121 123 255 Index WebFOCUS Managed Reporting 14 WebFOCUS server 109 WebFOCUS Viewer 15 WITHIN attributes in a Master File 121 256 working with OLAP reports 128 Y YRTHRESH value 199
187. ng tools which include InfoAssist Power Painter if applicable Report Assistant and Graph Assistant If InfoAssist was used to create the Reporting Object then the only reporting tool available when you right click that Reporting Object will be InfoAssist Using the desired tool you can select fields for your report or graph manipulate and style the data and save the procedure which is automatically saved in a My Report subfolder named for the group folder where the Reporting Object is located 4 Internet hyperlinks identified by the Internet hyperlink icon include Go To Add to Favorites Add to Mobile Favorites and Properties For details about using the Schedule option to schedule reports see your ReportCaster documentation 30 WebFOCUS 2 Using Dashboard Reference Note Q If you are running very large reports you may need to increase the virtual memory on your machine See your System Administrator for details 1 Amenu does not appear if you are accessing a public view of Dashboard Only the default action is allowed for the list items in a public view The following image shows the public view of Dashboard containing the Century Corporation domain In the Domain Tree panel right clicking an item within the Standard Reports folder displays a pop up menu with options that include Run Run Deferred Publish Schedule if applicable Library Version if applicable Add to Favorites Add to Mobile Favorites an
188. ns Select the Share Report check box and click OK The Properties dialog box closes and the report becomes available to all users who access the domain How to Share a New Report To make a new report or graph that you are creating available to every user who accesses the domain 1 3 Create and save a report or graph using the InfoAssist Power Painter Report Assistant or Graph Assistant tool You can create and save a report or graph from either the Custom Reports folder a Custom Reports subfolder or a Reporting Objects group folder Locate the saved report or graph in the corresponding folder of the Domain Tree right click the report or graph and select Properties The Properties dialog box opens Select the Share Report check box and click OK Tip Alternatively if you are using Report Assistant or Graph Assistant when you are finished creating the desired report or graph you can click Save As in the File menu select the Share Report check box in the dialog box that appears type a descriptive name and click OK WebFOCUS Managed Reporting End User s Manual 45 Creating Reports in Dashboard Procedure How to Copy a Shared Report Procedure AG To copy a Shared Report to your My Reports folder 1 In the Domain Tree expand the Shared Reports folder The Shared Report folder displays folders with the names of users who have contributed reports Expand the desired user folder The expan
189. nt Salary Report 1 Under the Completed tab locate Current Salary Report again 2 Click View WebFOCUS displays Current Salary Report in a separate browser window as shown in the following image PAGE 1 EMP_ID LAST_NAME FIRST NAME CURR_SAL EFFECT_DATE JOBCODE 119329144 BANNING JOHN 100 000 00 83 01 01 A1 818692173 CROSS BARBARA 222 284 00 83 05 01 A1 3 Close the window to return to the Deferred Report Status Interface 4 Under the Options column click Save WebFOCUS saves Current Salary Report to the Managed Reporting Repository as a My Report WebFOCUS Managed Reporting End User s Manual 105 Deferred Report Status Interface Features 5 Close the Deferred Report Status Interface to return to your reporting environment Saving Deferred Reports How to Save a Deferred Report You can save Deferred Receipt reports to the Managed Reporting Repository if your administrator has authorized you to save reports The report output is saved to your directory in the Managed Reporting Repository by domain if the domain is not restricted If the domain is restricted you can save the report output to any other domain that you are authorize to save to and that is not restricted When your deferred report is saved to the Managed Reporting Repository it is removed from the Deferred Report Status Interface When you save a deferred report a new group folder Deferred Reports Output is created un
190. ntent Block How to Remove a Content Block From the Content window you can remove a content block Note that you can remove more than one content block at a time Procedure How to Remove a Content Block 1 From the Content window select the content page where the content block is located 2 Select the check box next to each of the block s you want to remove 3 Click Remove An alert window appears to confirm the removal 4 Click OK Editing a Content Block In this section Selecting Scrolling Options Hiding the Toolbar in a Content Block How to Change the Content Block Type Remove Items From a Block Change the Block Contents Change the Name of a Content Block Temporarily Remove a Content Block From the Edit Block window you can edit existing content blocks When you select the edit option the name of the content block and its attributes appear in the Edit Block window You can edit the block type block contents block name scrolling options and several optional features You can also deactivate a content block This is useful when you want to temporarily remove a content block from a Dashboard view When a content block is deactivated it is designated in the Content window with a red icon A green icon designates an active content block 86 WebFOCUS 3 Creating Dashboard Content Across the top of the Edit Block window is a drop down menu for selecting a domain a Domain Search button and block ty
191. of hardware platforms database structures or application programs It is intended for users that need to run and create reports How This Manual Is Organized This manual includes the following chapters Introducing WebFOCUS Describes Managed Reporting and the end user Managed Reporting components and tools you use to run view create and edit reports Also explains how to access Managed Reporting using the Java applet or Dashboard interfaces Using Dashboard Describes Dashboard which automatically connects you to WebFOCUS and WebFOCUS Managed Reporting From Dashboard you can select a domain use the items reports graphs reporting objects or URLs in the Domain Tree and Role Tree view the status of a deferred report search domains access reporting tools InfoAssist Power Painter Report Assistant Graph Assistant schedule reports with ReportCaster access the Report Library personalize content blocks and much more Creating Dashboard Content Describes how to create content blocks which display when you open Dashboard Content blocks can contain launched reports links to reports or links to Internet resources WebFOCUS Managed Reporting End User s Manual 7 Documentation Conventions Using the Deferred Report Describes the functionality of the Deferred Report Status Interface Status Interface Provides specific procedures to guide you through viewing saving and deleting reports deleting deferred repo
192. of the report the report name an expiration indicator and an Options heading for options within the Deferred Report Status Interface WebFOCUS 4 Using the Deferred Report Status Interface When you select the Deferred Status option the status for all the deferred requests submitted by your Managed Reporting user ID is retrieved Depending on how Managed Reporting is configured deferred status may be coming from multiple WebFOCUS Reporting Servers on various platforms If credentials are required for the connections you are prompted by the WebFOCUS Dynamic Server System Signon feature You can view the status of all the deferred requests submitted by your Managed Reporting user ID but can only delete view save stop or review parameters for deferred requests submitted with an identical WebFOCUS Reporting Server user ID Caution Sharing Managed Reporting user IDs is not recommended For more information see Considerations When Logging On to Dashboard on page 21 The options available in the Deferred Report Status Interface are based upon the status of the report request and security validation You can perform various functions by clicking the buttons under Options 4 Delete Available for all report status types The Delete option deletes the deferred request according to the report status as follows Queued When a deferred request is listed in the Queued tab the Delete option removes the deferred report from the WebFOCU
193. olders that have been created in Managed Reporting Only one folder can be added to a folder block When the contents of a Managed Reporting folder are modified outside of Dashboard the folder block in Dashboard automatically updates to reflect any changes You can add folders from the Standard Reports My Reports and Shared Reports folders 4 Output blocks may or may not contain default content Reports graphs or Web pages can be displayed in output blocks When a report is run or an Internet resource is accessed the report output or Web page appears in the output block This is useful because a new browser window does not open each time a report or graph is executed or a Web page is launched from a Domain Tree Role Tree List or Folder block Instead the output block refreshes with the new content When you create an output block scrolling options are not available Scroll bars appear when necessary 4 Tree blocks provide a way to add a Domain Tree to a Public View or Group View page The Domain Tree is displayed without the sidebar frame Favorites blocks list the reports graphs hyperlinks and any other item type except reporting objects that you want to quickly and easily access Watch list blocks add the Report Library Watch List interface to a page The watch list block type is available only when the Library tab is selected from the Add Block page Note Some Web sites bring their page to the top of a frameset when la
194. om of the Drill Down list c Click the Shift Up arrow twice to move MONTH below QUARTER as shown in the following image x Z WebFOCUS OLAP Control Panel Web Page Dialog Dimensions Click a Box to Add gt Location Y Time Period E YEAR Values B QUARTER Values E MONTH Values P Product Dimension ey 14 Drill Across Shift Up X Remove Shift Down g Pivot Drill Down Measures T QUARTER M Quantity eta V Line Cost Of Goods Sold T Store Name T Product Type rs inl Stack Measures I Show Graph Run j P Save Ph Help j Pselection Criteria 4 Click the Run button at the bottom of the Control Panel 224 WebFOCUS 5 Analyzing Data in an OLAP Report The report is now sorted by quarter month store and product type as shown in the following image v Measures w Graph Manufacturing Plant State Store Name aE g M YEAR QUARTER MONTH Product Type Te O a a E a E Product Category Product Name J E P OLAP Pm Run j la Reset la Save j hiel Store QUARTER F MONTH Name Product Type Quantity Q1 01 AV VideoTown Analog 147 Digital 1 426 Audio Expert Analog 41 061 Digital 14 062 City Video Analog 4 097 Digital 1 382 Consumer Merchandise Analog 1 801 ee a acon Procedure How to Delete a Dimension Element From the Report Right click the dimension column you wish to remove and choose Delete from the menu The report runs autom
195. omatic Drill Down are located in the OLAP section of the tab as shown in the following image Report Options ss x Output Format Select Format O HTML Web Document HTML x HTML Output Features Format Style Drill Down Wwhere lf Computes View Images m HTML options z I Cascade Site Shosi Report Title Accessibility Default 7 I Accordion Report esos Headings Footings Scroll Height or z F OnDemand Pagina I Pop up Field Descriptions m OLAP Enable OLAP D Automatic Drill Down None x Cancel Apply Help Tip In the Report Painter you can also make OLAP selections from the OLAP option on the Report menu For more information about using Report Painter see the Creating Reports With Report Painter manual OLAP Interface Options The Enable OLAP options in Developer Studio control how users can interact with an OLAP report and access OLAP tools WebFOCUS 5 Analyzing Data in an OLAP Report For Standard Reports delivered to Managed Reporting users these decisions are made by Managed Reporting content developers However users who are creating their own reports can OLAP enable them and control the OLAP interfaces and following drill down options m Disabled OLAP options are disabled and not shown in the OLAP report Off Turns off the OLAP Control Panel and the OLAP Selections pane but allows OLAP functio
196. or Role Tree is not automatically displayed for you or when you need to maximize your Dashboard space and still have access to the Domain Tree and or Role Tree Tools Opens a menu where you can select 4 Watch List which opens the Watch List interface in a separate window 4 Library which opens the Report Library user interface in a separate window 4 ReportCaster which opens the ReportCaster user interface in a separate window Recent Shows the most recently run reports WebFOCUS 2 Using Dashboard 4 Favorites Shows the reports you have added to your Favorites list See Creating a Favorites List on page 71 lt Views Provides hyperlinks to the Group views you have access to The last view displayed is My View which brings you to your personal view that you can update Personalize Takes you to the Content window where you can personalize your Dashboard content See Creating Dashboard Content on page 77 You can also personalize Dashboard Options from this menu 4 Utilities Opens a menu where you can select 4 Deferred Status which opens the Deferred Report Status interface See Running Deferred Reports on page 62 Domain Search which opens the Domain Search window See Searching Domains on page 67 4 Stop Requests which allows you to cancel all active requests that you initiated from your Business Intelligence Dashboard browser session on all available Reporting Servers Help Opens a menu where you
197. ore information see Setting OLAP Reporting Options on page 122 The report runs and displays only the Quantity measure 3 Right click Quantity and select Unhide A secondary menu displays the hidden measure WebFOCUS Managed Reporting End User s Manual 217 Controlling the Display of Measures in a Report 4 Select LINE_COGS to redisplay Line Cost of Goods Sold as shown in the following image Store E QUARTER Name PRODTYPE Quantity a1 AV VideoTown Analog Sort by Highest Digital Sort by Lowest Audio Expert Analog capa pata Unhide City video Analog Siaina Line Costs of Goods Sold Show Panel Digital Consumer Merchandise Analog Digital Ty City Analog Digital Note The options available may vary depending on your OLAP format settings For more information see Setting OLAP Reporting Options on page 122 The report now displays the Line Cost of Goods Sold column as shown in the following image BJQUARTER Store Name BJPRODTYPE S Quantity Line Cost Of Goods Sold at AV VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7 196 1 607 513 00 Consumer Merchandise Analog 6 980 1 542 036 00 Digital 14 957 3 251 090 00 Ty City Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 Procedur
198. ort Procedure 238 How to Apply Bar Graphs to Measures in an OLAP Report The quickest way to apply data visualization bar graphs to numeric measures is from the report itself How to Apply Bar Graphs to Measures in an OLAP Report 1 Right click the title of a measure column 2 Choose Visualize from the menu The report runs automatically displaying a column of bar graphs following the selected measures column Tip To remove the bar graphs right click the measure column title and choose Remove Visualize from the menu WebFOCUS 6 Visualizing Trends in Reports Example Applying and Sorting Bar Graphs in a Report In the following OLAP report 1 Right click Line Cost of Goods Sold and choose Visualize to apply a data visualization bar graph to each value in the column as shown in the following image Store E QUARTER Name E PRODTYPE Quantity Line Costs of Goods Sold Q1 AV VideoTown Analog 35 255 Sort by Highest 9 954 08 Digital 42 423 Sort by Lowest 8 866 22 Audio Expert Analo 149 919 Graph 0 817 88 Digital 202 488 ae 3 860 29 City Video Analog 12 014 Full Screl 4 173 67 Digital 13 747 Help 6 721 79 Consumer Merchandise Analog 13 341 904 737 82 Digital 28 577 7 615 056 30 Note The options available may vary dending on your OLAP format settings For more information see Setting OLAP Reporting Options on page 122 The display changes instantly as shown in the following image Sto
199. ort has a reference to the procedure FEX from which it was created If you create a saved parameter report from an existing saved parameter report the new saved parameter report has a reference to the prior saved parameter report which has a reference to the original report or graph procedure This creates a series of chained dependent procedures and if one of the chained procedures is deleted the reports with references to the deleted procedure will no longer run successfully If you are a Developer or Managed Reporting Administrator you can save Saved Parameter reports to the Standard Reports or Other Files folders Note that the Edit Parameters menu option is not available for auto prompt reports that are saved with parameter values in the Standard Reports or Other Files folders You can edit parameter values from the launch form or edit the DEFAULT values for the procedure FEX using the text editor When you run a Saved Parameter report from these folders the auto prompt form launches with the saved parameter values selected WebFOCUS Managed Reporting End User s Manual 55 Creating Reports in Dashboard 4 Consider the following when you save a parameter report from an HTML form created with HTML Composer 4 In Version 7 Release 6 9 and higher the report is saved as a HTML form and not a procedure FEX and therefore cannot be scheduled For more information see Version 7 Release 6 1 and higher Upgrade Considerations You can
200. orting End User s Manual 175 Limiting Data Limiting Data Reference 176 An OLAP report is limited to values belonging to the parent categories in the dimensions hierarchy There are several ways to further limit the data that appears in the report From the Selections pane or the Control Panel you can explicitly limit the data in an OLAP report by selecting dimension values and relational operators Such as gt lt Fora list of the relational operators see Selection Criteria Relational Operators on page 176 The Selections pane provides the easiest approach since you can choose both dimension values and relational operators with a few mouse clicks while the report is fully exposed to view Changes made in the Selections pane are implemented immediately in the Control Panel even if the Control Panel is closed and changes made in the Control Panel are reflected immediately in the Selections pane From the report you can limit data indirectly by drilling down on measures and dimensions to hone in on a subset of information For details see Drilling Down On Dimensions and Measures on page 131 Selection Criteria Relational Operators You can define selection criteria in the Selections pane or Control Panel using several relational operators which are shown in the following tables The first column displays the operator and the second column provides a description of the operator WebFOCUS 5 Analyzing Data in
201. oss sort field and vice versa Delete sort fields Uw O bk O Add a column of small bar graphs that help you visualize trends in numeric data measures 4 Display a graphical representation of your data in a frame above the tabular report For an illustration of report powered OLAP analysis see We Do It Every Day Typical Web Query on page 112 Selections Pane 128 When the OLAP Selections pane is turned on you can quickly limit the data in the report by selecting specific values for the dimensions in the hierarchy A drop down list is available for each dimension You can multi select values from one or more dimension lists to refine your report output WebFOCUS 5 Analyzing Data in an OLAP Report If you wish to add a dimension element to the report you can drag it from the Selections pane into the report frame The cursor changes to a plus sign to indicate an acceptable location Each dimension has a relational operator button located to its left This button toggles through a selection of basic numeric operators that enable you to quickly define your selection criteria The operators are Equal to Not equal to Less than or equal to Less than but not equal to Greater than or equal to and Greater than but not equal to For details see Selection Criteria Relational Operators on page 176 The following image shows the Equal to operator as the selection for each dimension in the Selection Pane v Measur
202. ottom of the window Select Display as active report Offline Analysis The report and graph appear in a separate window as an HTML active report WebFOCUS 5 Analyzing Data in an OLAP Report Saving OLAP Reports and Graphs in the My Reports Folder In Managed Reporting you can save an OLAP report and graph in your My Reports folder 1 Open the Control Panel 2 Click the Save button at the bottom of the window 3 Select Save as My Reports A secondary window opens 4 Enter a descriptive name and click OK to save the graph s and the tabular report Note There is no limit to the number of characters in the label legend of a graph but long labels may appear truncated WebFOCUS Managed Reporting End User s Manual 233 Saving and Displaying OLAP Reports and Graphs in Other Formats 234 WebFOCUS WebFOCUS Visualizing Trends in Reports To make your HTML reports more powerful you can insert visual representations of selected data directly J Applying Bar Graphs into the report output These visual representations are in the form of vertical Associating Bar Graphs With Measures or horizontal bar graphs that make relationships and trends among data more obvious Topics WebFOCUS Managed Reporting End User s Manual 235 Applying Bar Graphs Applying Bar Graphs Vertical or horizontal bar graphs highlight relationships and trends among data 4 Vertical Bar Graph You can apply a vertical bar graph to report
203. ow Low to High in an OLAP Report To sort the values of a measure from high to low 4 Click the top half of the diamond EJ button or 4 Right click the measure and select Sort By Highest from the menu The report runs automatically The highest value is now first in the column The top of the diamond button becomes solid blue to indicate the current sort direction To sort the values of a measure from low to high 4 Click the bottom half of the diamond EJ button or 4 Right click the measure and select Sort By Lowest from the menu The lowest value is first in the column The bottom of the diamond button becomes solid blue Tip After a measure has been sorted clicking the upper or lower half of the diamond button inverts the sort order of that measure Place your mouse over either half of the diamond to see a message that indicates the next sort order that will occur if you click that half of the diamond Sorting a Measure From High to Low in the Report The following is an example of sorting a measure from high to low in the report 1 Run the Standard Report OLAPREP2 The OLAP report shows sales information sorted by quarter store and product type You are interested in seeing where the greatest quantity of goods have been sold WebFOCUS 5 Analyzing Data in an OLAP Report 2 Click the top half of the diamond button next to the Quantity measure as shown in the following image to sort the values from high to low Line
204. pe option buttons to select either a Launch List Folder Output Tree or Favorites block At the left side of the window is a tree view of the selected domain The right side of the window contains the Content List showing selected items with up and down arrows to the right and Remove and Clear buttons at the bottom Below the Content List is a text box for entering the Block Name and a series of check boxes that are available to enable the following functionality Deactivate Block 4 Lock Block available to administrators only 4 Hide Block Toolbar MS Office output options m Automatic Block Refresh available to administrators only WebFOCUS Managed Reporting End User s Manual 87 Editing a Content Block There are also option buttons to enable Scroll Buttons or Scroll Bars and Save and Cancel buttons The following image shows the Edit Block window Edit Block Help Managed Reporting Uses DefaultDomain Domain Search Block Type Launch List Folder Output Tree Favorites Note You may only select one item for Launch Folder or Output blocks B Domains B Default Domain Content List G Standard Reports G Reporting Objects G My Reports G Shared Reports Remove Clear Block Name Favorites Block name will be the heading text of the block E Deactivate Block Hide Block Toolbar MS Office output options Enable Scroll Buttons Enable Scroll Bars Save Ca
205. ple The following is an example of limiting continents and countries from the Control Panel Tip If you have access to the Selections pane it provides the quickest way to limit data For an illustration see Limiting Continents and Regions From the Selections Pane on page 178 1 Run the Standard Report OLAPREP8 The report shows data for continents and countries You want to restrict the information to the Countries ARGENTINA and BRAZIL in the Continent AMERICAS 2 Click the square icon next to Continent to open the Control Panel as shown in the following image B Continent Bi Country BJRISK_CLASS Balance CANADA DOLLAR AMERICAS ARGENTINA Medium 36 921 658 51 690 321 Unknown 5 246 222 7 344711 BRAZIL Medium 29 600 684 41 440 958 Unknown 15 892 817 22 249 944 CANADA Low 26 263 063 36 768 288 Medium 29 949 571 41 929 399 GUATEMALA Medium 727 810 1 018 934 HONDURAS Medium 39 472 859 55 262 000 MEXICO Medium 34 781 444 104 694 022 Unknown 8 280 274 11 592 384 UNITED STATES Low 159 861 394 223 805 952 Medium 68 474 937 95 864912 ASIA HONG KONG Medium 88 068 897 123 296 456 ISRAEL Medium 25 368 704 35 516 186 JAPAN Medium 114 591 945 160 428 723 SAUDIARABIA Medium 19 291 067 27 007 494 EUROPE CZECH REP High 42 854 041 59 995 657 Medium 8 267 160 11 574 024 ENGLAND Low 10 214 318 14 300 045 Medium 115 542 880 161 760 032 3 Click the Selection Criteria button at th
206. port item and select Add to Mobile Favorites a dialog box opens where you can send an e mail containing a link to your Mobile Favorites which changes the setting to Yes When set to Yes you have to click Send Email in the Mobile tab of the Favorites window to send an e mail with a link to your Mobile Favorites 4 The Domain Tree section enables you to select the domains to be displayed when you log on to Dashboard By default all of the domains available to you are displayed in the Domain Tree and listed in the Available Domains box You can move domains to the Favorite Domains box to limit the display of domains in the Domain Tree to a subset of the domains available to you Use the arrows between the boxes or double click a domain to move it from one box to the other If the Favorite Domains box is empty all domains are displayed in the Domain Tree The Popup Menu section has two options an option to enable menu and an option to select the menu event type The enable menu option determines if the pop up menu is displayed or not When the enable menu option is set to the default value of Yes pop up menu behavior is the same as in previous releases If the enable menu option is set to No the pop up menu does not display and the first default action that normally appears in the pop up menu is taken when a user clicks an item For Standard Reports the default action is Run Other non default actions for example Run Deferred are not avail
207. port and Selections pane WebFOCUS Managed Reporting End User s Manual 203 Displaying Graphs and Reports Example 204 Graphing Multiple Measures From the Selections Pane This example contains two measures BALANCE and CANADA_DOLLARS sorted by Continent You would like to see graphical representations of both measures To contrast the graphical information you use a different graph type for each one 1 Run the Standard Report OLAPREP4 2 Right click the Region field and select Delete from the menu to limit the report to the fields you want to graph one dimension Continent and two measures BALANCE and CANADA DOLLARS 3 In the Selections pane above the report click the arrow to the left of the Graph control to list the measures a Click the BALANCE measure check pane then choose the vertical bar icon to the right of the measure This is the default graph type Click the CANADA_DOLLAR measure check pane then toggle through the graph icons until you see the vertical area graph As shown in the following image the Selections pane has the Graph control listing BALANCE represented as a vertical bar and CANADA_DOLLAR represented as a vertical area v Measures Y Continent Region Country all liv Eal Jy Eal lv a Balance w Risk Factor V CANADA_DOLLAR x e OAP Pp Run P Reset rP Save _ Help J Continent Balance CANADA DOLLAR AMERICAS 495 472 731 693 661 823 A
208. pport o 4 Standard Reports G Order Analysis C Product Analysis Ey Sales Analysis Product Measures OLAP Enabled Turnover Ratio Summary By Reporting Objects G Ad Hoc Analysis E Sales Views E Sy My Reports J Custom Reports Shared Reports A list of the domain folders and objects populated from the Managed Reporting Domain appear in a tree structure You can access any of the items contained in the domain When the contents of a Domain Tree change such as when a My Report is added the contents are automatically updated You can also use the Refresh button circle with arrow in the toolbar to update the Domain Tree contents Note If a domain is configured to restrict My Reports from being saved in it then the My Reports and Shared Reports folders do not appear in the tree structure of that domain 28 WebFOCUS 2 Using Dashboard The icons located next to each item represent the item type In the following table the first column lists the icons and the second column describes what they represent z9 Reports Reports and reporting objects in a domain S Internet hyperlinks Web pages and reports run from launch pages Using Domain Tree Items In this section Loading Domain Tree Folders Using Filters in Dashboard Reference Dashboard Properties A domain can contain reports reporting objects and Internet hyperlinks These items are located in the Standard Reports My Reports Custom Reports located with
209. r Graph Assistant you will be prompted to select a data source from which you want to report then click OK to continue The selected tool opens 3 Design and then save your Custom Report For details on using 4 InfoAssist see the InfoAssist User s Manual Power Painter see the Creating Compound Reports With Power Painter manual Report Assistant see the Creating Reports With Report Assistant manual Graph Assistant see the Creating Charts With Graph Tools manual 0D O0 DOD DO Editor see Dashboard Text Editor on page 40 Procedure How to Copy or Move a Custom Report in Dashboard 1 Inthe Domain Tree expand the My Reports folder then expand the Custom Reports folder 2 Right click the existing report that you want to copy or move 36 WebFOCUS 2 Using Dashboard 3 Perform one of the following To copy a report select Copy Use when you want to create a copy Copy and Paste within Custom Reports always creates a new file with a new internal name because all the My Reports for a user are stored in a single directory Managed Reporting uses the internal name to access the report as well as in procedures to reference drill downs INCLUDE statements and style sheet attributes To move a report select Cut Use when you want to move a report to a different folder within Custom Reports The internal file name does not change Right click a Custom Reports folder Select Paste When you copy or cut
210. r file type You may select more than one file type Select from 4 Report Searches only for reports l Web Address Searches only for hyperlinks 1 Web Page Searches only HTML pages 4 Folder Searches only for folders 4 All Does not restrict the type of domain object to search WebFOCUS Managed Reporting End User s Manual 69 Searching Domains Procedure 70 Date Modified Enables you to search for items in a specific date range Select from 4 All Searches without date restrictions During the previous number of days Searches only those reports that were created or modified in the past number of days you specify 4 During the previous number of months Searches only those reports that were created or modified in the past number of months you specify Between date 1 and date 2 Searches only those reports that were created or modified between the set of dates you specify The format of the date and time shown in the Domain Search Results window and in the Modified since panel are based on your system setting How to Search a Domain From Dashboard click Utilities Select Domain Search The search window displays in a separate browser window If necessary click Advanced Search for more options Select the domain you wish to search from the drop down list or select All Domains Enter the text string you wish to search for in the text box oe PS Pe Click the option buttons and check boxes n
211. r graphs with any numeric measure that appears in the report output The type of bar graph that you can apply depends on the placement of the dimensions included in the report 4 If all report dimensions are vertical By sort fields listed in the Drill Down box in the OLAP Control Panel you can apply a horizontal bar graph to the specified measures 4 If any dimension is a horizontal Across sort field listed in the Drill Across box in the OLAP Control Panel you can apply a vertical bar graph to the specified measures For more information about OLAP reports see Analyzing Data in an OLAP Report on page 111 WebFOCUS Managed Reporting End User s Manual 237 Associating Bar Graphs With Measures Data Visualization Bar Graph Attributes The following table outlines the default attributes used to display data visualization bar graphs applied from the OLAP selections pane or the OLAP Control Panel The first column lists the bar graph attribute while the second column lists the default value Bar graph attribute Default value Color Positive values Blue Negative values Red Length Vertical bar graph 60 pixels Horizontal bar graph 80 pixels Width The size of the font in the report output is used to define a default value for the width of the bar graph Note Currently you cannot modify bar graph attributes from the OLAP selection panel or the OLAP Control Panel Applying Bar Graphs to Measures in an OLAP Rep
212. rchandise 23 795 515 318 00 Ty City 45 344 10 236 165 00 Web Sales 2 507 562 332 00 eMart 189 839 41 760 915 00 Saving OLAP Reports In this section Uniform Field Name Referencing in OLAP The following is related to saving OLAP reports 4 Administrators users and developers can save their reports in Excel PDF or active report format 4 Field name referencing is uniform throughout the OLAP product For example the AS or TITLE phrases will appear in reports generated using the OLAP Selections pane or the OLAP Control Panel OCP When saving OLAP reports to Managed Reporting you must refresh the Domain to see the newly saved reports Otherwise the new reports will not be listed in the Managed Reporting tree WebFOCUS Managed Reporting End User s Manual 229 Saving and Displaying OLAP Reports and Graphs in Other Formats Uniform Field Name Referencing in OLAP The manner in which a developer designs a report with regard to field referencing carries through to both the OCP and the OLAP Selections pane Field referencing does not differ between the report and the OCP and OLAP Selections pane Field references by AS TITLE or field name are uniform in the report output and OLAP controls Note For Developer Studio 7 7 and subsequent releases Business Views with the same name as the original Master File will output in OLAP when fully qualified field names are turned on This includes instances where the fully qu
213. rd banner and then Deferred Status from the menu The Deferred Report Status interface window opens For additional information on deferred reports see Using the Deferred Report Status Interface on page 95 Viewing Content Blocks In this section Setting Automatic Refresh for a Content Block Viewing List and Folder Block Items When viewing content in Dashboard the following options and information are available Content page name If your Dashboard view contains multiple content pages tabs with the content page name appear along the top of the content area Block name Appears on the left side of the content block toolbar Refresh button Refreshes the contents of the block WebFOCUS Managed Reporting End User s Manual 63 Viewing Content Blocks 4 Refresh check box and time interval field Appears on the right side of the content block toolbar if an administrator has enabled automatic block refresh functionality For details see Setting Automatic Refresh for a Content Block on page 64 4 Edit button Displays the Edit window in the View Builder This allows you to change the block type the contents of the block and the block name For details see Creating Dashboard Content on page 77 lt J Scrolling Click any of the arrows in the content block toolbar to scroll through a report or a hyperlink list If scrolling arrows do not appear you can browse the block using the scroll bar Maximize button Allows yo
214. re QUARTER E Name E PRODTYPE Quantity Line Costs of Goods Sold Q2 Audio Expert Digital 212 919 59 768 889 15 MEM a1 eMart Digital 206 791 55 576 175 939 B a1 Audio Expert Digital 202 488 55 513 860 29 ME Q2 eMart Digital 219 954 53 509 16511 E enn eMart Analog 185 637 46 492 367 45 EE a1 Audio Expert Analog 149 918 36 160 817 88 EE Q2 eMart Analog 142 870 35 738 331 51 E Q4 eMart Digital 140 015 31 206 241 21 E Q3 eMart Digital 126 426 30 071 473 10 E Q2 Audio Expert Analog 110 762 25 053 803 36 E a4 Audio Expert Digital 102 833 24 568 019 60 EE Q3 Audio Expert Digital 95 688 24 171 865 55 EE at Ty City Digital 78 920 22 653 221 65 E Q4 eMart Analog 76 421 20 201 611 04 E Q3 eMart Analog 69 399 17 702 390 21 EE Q2 Ty City Digital 56 607 14 206 884 56 i a4 Audio Expert Analo 50 518 12 873 241 79 EE Q2 AV VideoTown Digital 52 314 12 710 259 47 EE 2 Sort the data by highest value You can either right click Line Cost of Goods Sold and choose Sort by Highest or click the Up arrow the tool tip reads Sort LINE_COG highest to lowest WebFOCUS Managed Reporting End User s Manual 239 Associating Bar Graphs With Measures The following image shows the results of sorting the data by the highest value 2j Store Name 3 PRODTYPE a Quantity 2 Line Cost Of Goods Sold Audio Expert Digital 111 421 Audio Expert Digita 105 983 108 221 Digita 115 102 nalo 97 128 nalo 74 737 Analog 78 449 Digita 72 126 igita 66 15
215. re Cost Of E QUARTER Name Product Type Quantity Goods Sold Q1 AV VideoTown Analog 18 449 3 969 296 00 Digital 22206 5109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital i 25 092 678 00 City Video Analog i 1 315 015 00 Digital 1 607 513 00 Consumer Merchandise Analog 1 542 036 00 3 In the Selection pane click the arrow to the left of the Measures control to list the measures in the report Notice that both measures are checked WebFOCUS Managed Reporting End User s Manual 219 Controlling the Display of Measures in a Report 4 To hide Line Cost of Goods Sold click the check panel until it is blank as shown in the following image FS e Graph Manufacturing Plant jE Al 7 Quantity QUARTER Line Cost Of Goods Sold Ea MONTH v all v Product Category Product Name Fall v an P DLAP op Run PP Reset PF Save Help Store QUARTER Name at AV VideoTown Audio Expert City Video Consumer Merchandise v Quantity 18 449 22 206 Product Type Analog Digital State a Ea E Line Cost Of Goods Sold 3 969 296 00 5 109 400 00 pR AAA S 16 467 146 00 Analog 78 Digital 5 Analog Digital Analog 449 983 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 Store Name Product Type 5 Click the Run button on the band below the Selections pane Only Quantity now appears as shown
216. ready enterprise data access and reporting system which takes advantage of the low cost low maintenance and wide distribution capabilities of the World Wide Web and internal corporate Web sites WebFOCUS enables application developers and Web designers to create powerful EIS and decision support applications that deliver easy access to the information that users need regardless of hardware platforms data source structures or application programs Developers can create sophisticated Web pages that enable end users to view static reports run dynamic reports and create parameterized queries for individual requests WebFOCUS Business Intelligence Dashboard enables you to create a personalized view of WebFOCUS When you connect to Dashboard you are also connecting to WebFOCUS Managed Reporting WebFOCUS Managed Reporting provides a streamlined reporting environment that virtually eliminates the complexities of today s corporate data Your administrator defines the interface that you use to access your company s data Managed Reporting Concepts 14 Managed Reporting includes the following components Domains Domains are the highest level of organization Domains provide data on a particular topic Such as sales inventory or personnel The data is stored in different forms in the following domain components predefined reports Standard Reports data sources used to create reports Reporting Objects and reports created and saved by
217. repositioning dimensions 158 reversing order of data in OLAP reports 150 reviewing parameters 104 role trees 26 27 rows 163 pivoting sort fields in OLAP reports 163 running OLAP examples 113 S sample files for OLAP 113 saving deferred reports 96 100 106 254 saving OLAP reports 230 231 232 233 as Excel files 232 as My Reports 233 saving parameter selections 54 57 saving reports 229 scroll bars 27 91 scroll buttons 91 scrolling 63 scrolling options 86 90 searching domains 67 68 69 70 searching for report data 111 113 searching the web 112 selecting OLAP tools 121 123 selection criteria 129 176 178 179 180 181 184 185 186 191 194 applying 176 179 180 181 applying from OLAP Selections pane 178 applying to a date range 176 180 191 194 applying to date elements 185 186 applying to OLAP reports 180 deleting 184 OLAP and 129 Selections pane and 179 selection criteria pane 180 Selections Criteria pane in Control Panel 181 Selections list box 198 deleting dates 198 Selections pane 126 shared reports 14 29 43 45 46 copying 46 editing 46 Shared Reports folder 29 Show Graph check box 208 smart dates 199 Sort check box 146 WebFOCUS sort order 145 168 170 grouping numeric data 168 170 sorting 143 sorting by column values in OLAP reports 143 146 147 148 149 sorting by hidden fields in OLAP reports 166 sorting deferred reports 96 97 98 102 sorti
218. rming calculations on fields 172 Personalize link 66 Personalize Options window 72 73 personalizing Dashboard 25 WebFOCUS Managed Reporting End User s Manual Indexi pie graphs 202 pivoting sort fields in OLAP reports 124 128 positioning columns 94 PowerPoint integration with Dashboard 58 60 62 adjusting ActiveX browser settings 62 exporting live graphs 60 exporting reports 60 exporting static graphs 60 prefix operators 172 private views 20 22 logging on 22 public views 20 21 78 80 81 Publish option 81 Publishing Content Pages 81 Q quartiles 168 170 R Range check box 185 199 Rank check box 146 Recent link 66 Refresh button 63 refresh options 63 97 103 relational operators 172 176 180 Relations buttons 178 180 185 Report Assistant 15 report columns 236 applying graphs to 236 Report Library 78 80 81 window 78 Report Painter 122 123 OLAP enabling from 123 253 Index Report Painter continued OLAP settings 122 report types 14 43 96 98 106 custom 106 deferred 96 My Reports 14 shared 43 shared reports 14 Standard 98 Standard Reports 14 static reports 14 ReportCaster 15 78 80 81 reporting objects 14 29 Reporting Objects folder 29 reports copying 46 creating in Dashboard 34 data analysis 113 deferred 97 editing 46 OLAP enabling 121 123 searching for information 113 viewing deferred output 98 visualizing trends in 235 reports folder options 29
219. rom 242 displaying 241 dragging and dropping 126 drilling down on 131 136 138 140 exposing hidden 218 219 graphing 200 204 hiding 218 219 in different dimensions 140 141 NOPRINT 218 219 241 251 Index measures continued sorting 125 143 stacking 211 measures box 146 Measures check box 146 Measures control 129 178 181 218 219 Control Panel 181 Selections pane 178 218 219 MS Office output options 58 60 MSChart object 58 multiple content pages 80 multiple graphs OLAP and 208 My Reports 14 35 45 54 57 creating in Dashboard 35 deleting in Dashboard 35 saving parameter selections 54 57 sharing 45 My Reports folder options 29 N NOPRINT measures 218 219 241 numeric data grouped in tiles 168 170 0 OCP OLAP Control Panel 15 238 data visualization and 238 OLAP 229 saving reports 229 OLAP Online Analytical Processing 111 OLAP analysis in reports 128 OLAP button 129 OLAP Control Panel 15 123 127 129 130 131 146 150 163 180 185 208 237 238 analysis and 130 252 OLAP Control Panel continued data visualization and 237 238 Date Selection pane 185 graph pane 208 graphing results of a report request 208 opening 123 127 129 ordering data 150 pivoting data elements 163 selection criteria pane 180 sorting data elements 150 unique functions 131 OLAP data 121 143 OLAP data selection options 131 OLAP examples 113 OLAP graphs 200 OLAP hierarchies 12
220. root Is the site customized context root for the WebFOCUS Web application deployed on your Application Server The default value is ibi_apps viewname Is the name of the view given to you by your administrator mpv Indicates a public view gbv Indicates a group view 2 Click Public Views or Group Views 3 Click the public or group view you want to view Procedure How to Log On to a Personalized View of Dashboard 1 From a Dashboard public view click Login or enter the following URL in your Web browser http hostname port wf_context_root bid login where hostname port Is the host name and optional port number specified only if you are not using the default port number where the WebFOCUS Web application is deployed wf_context_root Is the site customized context root for the WebFOCUS Web application deployed on your Application Server The default value is ibi_apps 2 Enter a valid Managed Reporting user ID and password 3 Click Submit Your personalized view of Dashboard opens Procedure How to Change Your Password 1 On the Dashboard logon page click Change Password 22 WebFOCUS 2 Using Dashboard The Password Change dialog box opens a Inthe User ID input box type your user ID b In the Password input box type your current password c In the New Password input box type your new password d In the Confirm Password input box retype your new password Click Submit A confirmatio
221. row in the toolbar 42 WebFOCUS 2 Using Dashboard Working With Shared Reports How to Share a My Report Share a New Report Copy a Shared Report Edit a Shared Report When you create reports and graphs you may want to share them with others in your organization The Shared Reports feature addresses this need by enabling you to create reports and graphs and make them available to other users who access the same domain By designating a report as shared you allow other users to run it from the Shared Reports folder in the Domain Tree Other users cannot edit a Shared Report in the Shared Reports folder but they can copy a Shared Report to their own My Reports folder and then edit the copied report without affecting the original All users who access the Domain Tree have the ability to view run and copy Shared Reports Note that users with the User role cannot copy Shared Reports Only users who have been granted the Shared privilege by their Administrator can share a My Report The My Reports that you contribute appear in the Shared Reports folder of other users and display the Shared Report 4 icon These reports also appear in your My Reports folder displaying the same Shared Report icon to denote that they have been made available to others Note that Custom Reports can be shared in the same manner as My Reports The Shared Reports folder in the Domain Tree consists of folders named for other users who contributed Shared Repo
222. rts All the reports contributed by a particular user appear under the Shared Reports folder in a subfolder named for the Reporting Objects group folder Custom Reports folder or Custom Reports subfolder where the report was created Shared Reports are available to all other Managed Reporting users who can access the same domain Note that reports that you share are not listed in your own Shared Reports folder WebFOCUS Managed Reporting End User s Manual 43 Creating Reports in Dashboard The following image shows three Shared Reports contributed by a user named Jeff who created and shared the reports from three different locations the Custom Reports folder 44 a Custom Reports subfolder and a Reporting Objects group folder named Test IA Domain Tree A amp Default Domain 9 Standard Reports E Reporting Objects E My Reports a Shared Reports E Brianne 9 Daniel BD Jeff Custom Reports Created from the Custom Reports folder o Folder Within Custom Reports 4 Created from a folder within Custom Reports BG Test IA Created from a Reporting Object The Shared Reports folder enables you to Runa Shared Report immediately by clicking the report 4 Runa Shared Report at a later time by right clicking the report and selecting Run Deferred 4 Save the Shared Report to your My Reports folder by right clicking the report and selecting Save As My Report For details see How to Copy a Shared Report on page 46 4
223. rts that are being processed but are not yet complete as well as reviewing parameters for reports containing amper variables Analyzing Data in an OLAP Presents the terminology and benefits of using Online Report Analytical Processing OLAP Describes how to customize reports with the OLAP selections panel and the OLAP Control Panel Describes how to sort and apply various selection criteria to restrict your data as well as how to troubleshoot an OLAP enabled report Explains how the OLAP Control Panel OCP provides you with a versatile way to gain more insight from your reports by dynamically manipulating report data From the Control Panel you can perform every function available to a WebFOCUS OLAP user Visualizing Trends in Describes how to insert visual representations of Reports selected data directly into your report output Documentation Conventions The following table lists and describes the conventions that apply in this manual fe eO O THIS TYPE F Denotes syntax that you must enter exactly as shown or this typeface Represents a placeholder or variable in syntax for a value that you or the system must supply this typeface 8 WebFOCUS Preface Convention Deseritiom S Indicates a default setting underscore this typeface Represents a placeholder or variable a cross reference or an important term It may also indicate a button menu item or dialog box option you can
224. sion element from the Control Panel 1 Run the Standard Report OLAPREP2 Initially the report is sorted by quarter store and product type You wish to remove PRODTYPE as a sort category 2 Click the square icon button next to QUARTER to open the Control Panel WebFOCUS Managed Reporting End User s Manual 227 Adding and Removing Dimensions 3 Select PRODTYPE in the Drill Down pane as shown in the following image Zj WebFOCUS OLAP Control Panel Web Page 2 x Dimensions Click a Box to Add L gt Location L gt Time Period E YEAR Values E QUARTER Values E MONTH Values L Product Dimension xl Drill Across Shift Up T X Remove Pivot Drill Down Measures T QUARTER IZ Quantity T Store Name V Line Cost Of Goods Sold t a 24 gt W I Stack Measures I Show Graph 4 Click the Remove xj button 5 Click the Run button at the bottom of the Control Panel 228 WebFOCUS 5 Analyzing Data in an OLAP Report The new report is sorted by quarter and store as shown in the following image B QUARTER Store Name S Quantity Line Cost Of Goods Sold Q1 AV VideoTown 40 655 9 078 696 00 Audio Expert 184 432 41 559 824 00 City Video 13 483 2 922 528 00 Consumer Merchandise 21 937 4 793 126 00 TY City 60 384 13 901 086 00 Web Sales 1 374 314 567 00 eMart 205 349 46 142 630 00 Q2 AY VideoTown 39 158 8 592 162 00 Audio Expert 169 365 39 933 008 00 City Video 10 240 2 310 831 00 Consumer Me
225. sions are now sorted in inverse alphabetical order Z to A as shown in the following image B Region WESTERN EUROPE Procedure How to Restrict the Display of Sort Values B Continent S Balance S CANADA_DOLLAR S Balance S CANADA_DOLLAR amp Balance EUROPE 210 550 374 294 770 524 ASIA AMERICAS 122 725 933 367 610 683 S CANAD To restrict the display of sort field values to a certain number of highest or lowest values 1 Open the OLAP Control Panel 2 Select a field from the Drill Down pane 3 Click the Sort EH button The sorting pane opens WebFOCUS Managed Reporting End User s Manual 153 Sorting Data 4 Under Sort Order choose the Low to High or High to Low options button as shown in the following image on the OLAP Control Panel WebFOCUS OLAP Control Panel Web Page Bixi Dimensions Click a Box to Add gt Geographic Area Continent Values E Region Values E Country Values gt Risk Continent sort Tiles Sort Order Low to High Limit 5__ 4 O High to Low I Hide C Rank 1 2 3 Limit Output You could sort data by highest or lowest You can also rank data by highest You can limit the number of records to display per report You can also hide a sort field and unhide it gt Ok lt Cancel j Ph Run j F Save Ph Help j PSelection Criteria 5 Under Limit Output click the Limit check pane and choose or type a value in the input
226. st blocks Adds a Report Library Watch List interface You can also create content pages that contain your content blocks or content pages that contain the ReportCaster or Report Library user interfaces For details see Creating Dashboard Content on page 77 Dashboard Layout 26 Dashboard contains the following areas m m Banner Contains hyperlinks that allow you to access various functions of Dashboard Content area Contains the content blocks and content pages that were set up by you or your Administrator Domain Tree Contains the list of reports reporting objects and Internet hyperlinks you can access You can expand the Domain Tree to view the entire name of an item by dragging the control bar that separates the Domain Tree from the content area Role Tree Contains lists of hyperlinks to items reports graphs launch pages and URLs in the User Groups to which you belong You can expand the Role Tree to view the entire name of an item by dragging the control bar that separates the Role Tree from the content area Toolbars Toolbars are set up by your administrator and can contain hyperlinks to Web sites other tools applications and documents Hyperlinks accessed from a toolbar open in a separate browser window These areas may appear differently depending on how your Administrator has set up your view of Dashboard The items may be displayed in different locations and the Domain Tree Role Tree and toolbars may
227. sure in an OLAP report However if the Control Panel is open all current changes in the Control Panel are applied If an OLAP request contains a horizontal Across sort field the measures appear several times in the report once for each Across value If you apply sorting to a measure the sort is performed on the first column occurrence of the measure and reflected in all subsequent instances The appropriate half of the diamond button becomes solid only for the first instance Any additional sorting you wish to perform must be done from the first occurrence of the measure How to View a Subset of Data for Sorted Measures You can select to view only a subset of the total number of records in your report 1 2 Open the OLAP Control Panel Click a measure name in the Measures pane to open the sort options pane do not click the Measures check pane which controls the display of a measure not its sorting Verify that the Sort check panel is selected this setting is required to apply sorting specifications to a measure Select the Rank check pane then specify the number of sort field values to be included in the report 4 Use the spin buttons located to the right of the word Highest or Lowest to increase or decrease the number of sort fields or 4 Position the cursor in the input pane and type a number The default number of sort fields values is 5 Click OK The sort pane is replaced by the Measures pane where the
228. t Recents list WebFOCUS Managed Reporting End User s Manual 81 Adding a Content Block m m Floating Domain Tree Domain Search results Note The Publish option is also available from a saved Standard Report or My Report opened in InfoAssist For details on using InfoAssist see the WebFOCUS InfoAssist User s Manual To publish a report to a content page in Dashboard right click the Standard Report or My Report and select Publish The content page and content block appear immediately in Dashboard You can edit or delete the content block as you would any other content block Adding a Content Block In this section Removing a Content Block How to Add a Content Block Add Items to a Content Block Using Domain Search From the Add Block window you can create content blocks The following are the types of content blocks you can create m 82 Launch blocks can contain only one item When Dashboard opens the item automatically launches A launch block that is created to display a report in EXL2K EXCEL or DOC formats should use scroll bars instead of scroll buttons List blocks can contain many items from one or more domains The items can be from any folder in any domain to which a user has access Users can run a report or access an Internet resource by clicking a hyperlink from the list WebFOCUS 3 Creating Dashboard Content 4 Folder blocks list the entire contents of a folder including its subf
229. t Editor on page 40 Uploading Data Files In Dashboard you can upload import external data files for use in WebFOCUS reporting tools This functionality enables you to easily create a WebFOCUS file description and data file for use in your reporting application The Upload Data File option is enabled by default and is available to all users with access to the Custom Reports folder of the Domain Tree Procedure How to Upload a Data File 1 In the Domain Tree right click the Custom Reports folder and select Upload Data File as shown in the following image Domain Tree 5 o Domains B Default Domain Standard Reports 2 4 Reporting Objects E Sy My Reports Upload Data File The first page of the Upload Data File dialog box opens displaying three sections that require you to make a selection 4 Select a file 4 File Format WebFOCUS Managed Reporting End User s Manual 47 Creating Reports in Dashboard 4 Field Names 2 Click the Browse button to the right of the Select a file section A Choose file dialog box opens 3 Navigate to where the file is located and select Open The following image shows the first page of the Upload Data File dialog box E Upload Data File Microsoft Internet Explorer Select a file Browse File Format C Excel Spreadsheet XLS Excel comma separated values output ExcelCSV C Comma separated values CSV Tab separated values C Pipe separated
230. t require input or launch forms and for procedures designated Run Only as a Deferred Report WebFOCUS Managed Reporting End User s Manual 65 Using Banner Hyperlinks The following image shows a sample Human Resources folder with two procedures and two launch forms Favorites aiv Human Resources _ Average Experience 24 Payscale and Headcount By Position and Branch HR Measures Launch Form Prompt for Termination Date OLAP Enabled Report 6 Turnover Ratios by Branch Launch Form F Turnover Ratios by Branch Report Note The menu that opens when you right click an item is not valid for items in list or folder blocks Using Banner Hyperlinks 66 The hyperlinks in the banner provide a way to easily navigate Dashboard m m Logon Logoff Enables you to logon or logoff Dashboard Accessibility On Off Enables you to turn accessibility on or off in the current browser session The link is customizable and can be removed by an administrator in View Builder For non section 508 users accessibility is disabled by default and clicking the Accessibility On link enables accessibility in the current browser session For section 508 users including Public users accessibility is enabled by default and clicking the Accessibility Off link disables accessibility in the current browser session Tree Displays the Domain Tree and or Role Tree as a separate window This is useful when the Domain Tree
231. tails see Uploading Data Files on page 47 WebFOCUS 2 Using Dashboard Note Procedure You may not be able to create reports or Custom Reports in Dashboard if you do not have privileges to do so If the heading in a procedure contains a single quotation mark and the procedure is run in a Dashboard that is configured with SiteMinder a message appears This occurs because SiteMinder is configured by default to block a single quotation mark in a query string How to Create or Delete a My Report in Dashboard 1 In the Domain Tree expand the Reporting Objects folder then expand the desired subfolder Right click a Reporting Object and select InfoAssist Power Painter Report Assistant or Graph Assistant Note The reporting tools that are available are dependent on the Dashboard configuration set by your MR Administrator If InfoAssist was used to create the Reporting Object then the only reporting tool available from this option list will be InfoAssist Create the report For details on using 4 InfoAssist see the InfoAssist User s Manual Power Painter see the Creating Compound Reports With Power Painter manual 4 Report Assistant see the Creating Reports With Report Assistant manual 4 Graph Assistant see the Creating Charts With Graph Tools manual Save the report The report is saved with the name you provided in a subfolder within the My Reports folder The subfolder is named for the group fold
232. te rows within the same column to reduce the width of the report You cannot apply data visualization bar graphs to stacked measures Procedure How to Display Stacked Measures 1 Open the Control Panel 2 Select the Stack Measures check pane to display measures in separate rows under one column 3 Click Run to execute your report Tip To restore the standard display deselect the Stack Measures check pane and rerun the report Example Displaying Stacked Measures The following is an example of displaying stacked measures 1 Run the Standard Report OLAPREP4 Initially this report is sorted vertically by Continent and Risk_Class and horizontally by Region and the measures Balance and CANADA_DOLLARS appear as separate columns 2 For this example you will not need the Region dimension but you will need the Country dimension You can quickly make these changes to the report a Right click Region and select Delete from the menu b Right click Continent and select Unhide from the menu then select Country from the secondary menu WebFOCUS Managed Reporting End User s Manual 211 Controlling the Display of Measures in a Report The report now displays data by Continent followed by Country as shown in the following image v Measures w Graph RISK_CLASS E Continent AMERICAS All w all w All v Continent Region Risk Factor E Country ARGENTINA t la OLAP j Balance 4
233. tent Window Exit the Content Window From the Content window you can create the content blocks that appear when Dashboard opens You can also 4 Create content pages that contain content blocks or the ReportCaster Report Library or Deferred Status user interfaces 4 Add remove and edit content blocks Select the content layout When you open the Content window a list of the current content blocks appears When you place your cursor over a content item the full path of the procedure appears including the domain name and folder name If you are opening the Content window for the first time the content list displays the content blocks and pages your administrator has set up for you You can edit or remove these 78 WebFOCUS 3 Creating Dashboard Content The following image shows a sample Content window with three distinct panes The first two sections provide a description text box and buttons to add and create content pages and the third section contains buttons for adding editing or removing content blocks Content Help Add Page Add Library Page Add Schedules Page Add Deferred Status Page Save Done Reports Library Schedules Defemwed Status I l I Move Right Remove Page Page Layout Page Description Reports Update This is a list of your blocks Block Name Content Block Type E Information Builders Car Report Launch Add Block Remove Block Edit Block SelectAll Clear All Save Done Procedure
234. tered Column OK Cancel 2 Select either New PowerPoint presentation or Open existing presentation 3 Select the desired Graph Type from the drop down list 4 Ifyou selected New PowerPoint presentation a new PowerPoint file is created and the graph is placed in the first slide of the new presentation WebFOCUS Managed Reporting End User s Manual 61 Running Deferred Reports If you selected Open existing presentation use the dialog box that appears to browse your desktop and select an existing PowerPoint file then in the dialog box that appears use the Object Insertion Position drop down list to select New Slide or an existing slide if you want to overlay existing content and click OK Adjusting Browser Security to Use the PowerPoint ActiveX Control How to Adjust ActiveX Browser Security Settings Because WebFOCUS utilizes ActiveX to integrate PowerPoint and Internet Explorer you have to adjust your browser security settings to use the PowerPoint ActiveX control Procedure How to Adjust ActiveX Browser Security Settings 1 In Internet Explorer from the main menu at the top of the browser Select Tools then Internet Options Select the Security tab and click the Custom Level button Set each of the following security settings to Prompt or Enable 4 Download signed ActiveX controls Download unsigned ActiveX controls 4 Initialize and script ActiveX controls not marked as safe Note PowerPoint MS Offi
235. terface includes A banner at the top of the window that lists the date and time of the request 4 A gray toolbar below the banner that contains Refresh and Help options a Sort By drop down list to select sort values a sort order button to toggle between ascending and descending order and a Delete drop down list The Delete drop down list has options to delete All All Completed All Running All Queued All Expired or All Unknown reports depending on which report status types exist in the Interface 4 The status of each report within the Interface Sort Controls for the Deferred Report Status Interface The sorting feature pertains to the entire report When the default sort value Date Time Submitted is changed the new primary sort becomes your choice but the secondary sort is always fixed as Date Time Submitted To resort the list select the Sort by option lt Date default 4 Description Domain WebFOCUS Managed Reporting End User s Manual 97 Deferred Report Status Interface Features 4 Server ID This does not actually appear as a column For more information see Special Behavior for Sorting by WebFOCUS Reporting Server User ID on page 102 You can optionally change the sort order ascending or descending by clicking the Reverse A Sort Order A button which toggles between A to Z and Z to A Note When the sort value is Date the sort order option A to Z means from new to old and not alphabetical from A to Z
236. the tile field Instances with the same tile field value are placed in the same tile For example consider the following data which is to be apportioned into three tiles o oa a a e O In this case dividing the instances into groups containing an equal number of records produces the following table However because all of the same data values must be in the same tile the fives 5 that are in group 2 are moved to group 1 Group 2 remains empty The final tiles look like the following table 1 1 5 5 5 WebFOCUS Managed Reporting End User s Manual 169 Sorting Data Procedure How to Group Data Into Tiles in an OLAP Report 1 Open the OLAP Control Panel 2 Select a numeric or date field from the Drill Down pane 3 Click the Sort button Click the Tiles tab P WebFOCUS OLAP Control Panel Webpage Dialog Px Dimensions Click a Box to Add L gt Location gt Time Period E YEAR Values E QUARTER Values MONTH Values E l i L gt Product Dimension o re QUARTER Sort Tiles Sub Total Tile the Report Tiles You can group numeric data into any number of tiles percentiles deciles quartiles etc in tabular reports For example you can group students test scores into deciles to determine which students are in the top ten ta 4 gt Ok Ph Cancel gt Run J gt Save Help j PSelection Criteria J Click the Tile the Report check pane In the In Groups Of input
237. ting The number of days until expiration appears next to each report On the last day the value Today appears The following image shows the results of a deferred status request run on the afternoon of Friday April 29 The current date appears in the status bar at the top of the page Each report is listed with the time remaining before it is deleted from the WebFOCUS Reporting Server The time remaining is based on 24 hour intervals rather than whole days beginning with the time that the report was submitted For example the last report shown on the list will be deleted shortly after 1 10 pm on April 30 not at midnight on April 29 s Information Z WebFOCUS Builders Refresh Sort By Date g Delete X Help Refresh every seconds min 5 seconds Enable Refresh I Completed Date Time Submitted Domains Description Expires In Options Wednesday April 27 2005 4 30 15 PM Acme Materials 29 days re Mie eve aes Manufacturing Monday April 4 2005 9 06 15 AM Acme Materials 4 days Delete View Save Run Manufacturing Friday April 1 2005 2 35 14 PM Acme orders by 2 days Delete view Save Run Manufacturing month Wednesday March 30 2005 1 10 00 Pm Acme top 10 dealers Today clan VIAA HE ad ff Manufacturing If a deferred report is not saved or deleted prior to its expiration the output is automatically deleted from the WebFOCUS Reporting Server dfm_dir directory and the deferred report is moved
238. to Apply Selection Criteria From the Selections Pane When the Selections pane is turned on there is one control drop down list for every dimension in the OLAP hierarchy Note that the name of the dimension field appears as defined in the Master File even if an alternate column title has been specified To limit data for the dimensions that are included in the report 1 Click the arrow to the right of the dimension to open the list of values 2 Select one or more values from the list All is the default value To select multiple values click the desired values while holding the Ctrl key on the keyboard 3 Select a relational operator from the button to the left of the dimension to indicate the basis for selection equals is the default You can toggle through a list of operators See Selection Criteria Relational Operators on page 176 4 Repeat steps 1 3 for each dimension whose values you wish to limit 5 Click the Run button on the band below the Selections pane Tip To change or eliminate selection criteria reopen the values list and choose another value or choose All Example Limiting Continents and Regions From the Selections Pane The following is an example of limiting continents and regions from the selections pane 1 Run the Standard Report OLAPREP7 178 WebFOCUS 5 Analyzing Data in an OLAP Report As shown in the following image the Selections pane above the report the controls for Continent and Re
239. to Low radio button 146 high to low sort 115 143 144 145 146 150 for dimensions 150 for measures 143 144 145 146 horizontal graphs 202 I index page 21 Internet links folder options 29 J Julian dates 199 L Language link 66 launch blocks 25 77 82 86 89 changing contents 86 89 launch pages 53 coding a FOCEXEC 53 settings in Administration Console 53 layout of content blocks 93 Library Version 29 limiting data 176 179 181 from Control Panel 181 from Selections pane 179 in OLAP reports 176 links 66 WebFOCUS Managed Reporting End User s Manual Indexi list block items 65 list blocks 25 77 82 86 89 adding items 86 deleting items 86 89 logging on to Dashboard 22 Logoff link 66 Logon link 66 low to high sort 143 144 145 146 150 for dimensions 150 for measures 143 144 145 146 M Managed Reporting 14 43 45 46 96 sharing reports 43 45 46 Managed Reporting Repository 99 106 Master Files 121 185 199 defining dimensions 121 185 specifying date formats 185 specifying values for DEFCENT and YRTHRESH 199 Maximize button 63 measure based sorting 143 146 147 148 149 ranking values 146 removing sorting criteria 149 measures 124 125 126 131 136 138 140 141 143 200 204 208 211 218 219 237 238 241 242 243 246 applying bar graphs to 237 241 243 246 bar graphs and 238 241 243 246 Control Panel properties box 208 deleting bar graphs f
240. ts The results are limited by the date s you select For example you can select to view data associated with a particular date or to exclude data from the specified date Note Like other dimension elements date fields must have been defined in the Master File by a Managed Reporting developer The Master File specifies the date formats available for selection criteria In the Control Panel you can choose the selection criteria from a Date selection pane that contains the appropriate controls for the date format You can also select a range of dates in a designated year by specifying a From and To date Two relational operators are available for selecting a range of dates 4 The Within range Lal operator displays records when the value in the indicated date field falls within the specified range 4 The Not within range operator displays records when the value in the indicated date field does not fall within the specified range For more information on supported date formats see Date Format Limitations on page 199 For more information on specifying date formats see the Describing Data With WebFOCUS Language manual WebFOCUS Managed Reporting End User s Manual 185 Limiting Data Procedure How to Apply Selection Criteria to a Date Field 1 2 Open the Control Panel Click the Selection Criteria button The Selection Criteria pane opens In the Dimensions pane above the Selection Criteria pane expand the dimension that
241. ts Using ReportCaster you can distribute your reports at scheduled intervals via e mail FTP or to a printer WebFOCUS Viewer The WebFOCUS Viewer displays report output one page at a time This tool is useful for reports that contain a large number of pages Only the first page is sent from the Web server to your browser The WebFOCUS Viewer enables you to page through the output as well as search for a specific string of text Deferred Receipt Deferred Receipt allows you to submit a report for background processing Once you submit a report you can continue working in Managed Reporting while WebFOCUS processes the report You then use the Deferred Report Status Interface to view the report output and save the report as a My Report Lowercase Directory Names and File Names in WebFOCUS From UNIX When working with WebFOCUS GUI tools that access directories and files from a UNIX system the WebFOCUS Reporting Server returns lowercase directory names and files by default The WebFOCUS GUI tools also create directories and files in lowercase regardless of the text case specified for example lowercase uppercase or mixed case If the user creates directories or files at the UNIX command level they must create them in lowercase Managed Reporting Interface In this section Business Intelligence Dashboard Java Applets The following options are available for accessing Managed Reporting Business Intelligence Dashboard The Dashboard
242. ts Analysis for Selected Quality Assurance Dimension Launch Form Human Resources Units Sold by Product for 2001 BOS CD Players 6 413 445 43 821 Graph Camcorders 56 146 051 135 566 Cameras 2 623 813 23 324 DVD 7 320 732 29 909 Digital Tape Recorders 6 236 611 76 448 PDA Devices 41 603 377 101 089 VCRs 4 402 612 28 998 Cross Reference files Quality Assurance Human Resources DAL CD Players 2 220 319 15 248 Selecting a Domain All of the domains that a user is authorized to access are displayed in the Domain Tree by default A user can limit the number of domains displayed in the Domain Tree by selecting a subset Favorite Domains of the available domains in the Domain Tree section of the Personalize Options window For details see Personalize Options Window on page 73 Depending on how your Administrator has set up your view of Dashboard you may not have access to the Domain Tree There may also be a banner hyperlink called Tree which you can select to display a floating Domain Tree in a separate browser window WebFOCUS Managed Reporting End User s Manual 27 Selecting a Domain The following image shows an example of a Domain Tree displaying multiple domains including the Sales Support domain which contains Standard Reports Reporting Objects My Reports and Shared Reports folders as well as subfolders and report icons Domain Tree O Domains WCentury Corp Public Regional Product Sales E amp Sales Su
243. ts all undoes and redoes All Undo and Redo buttons WebFOCUS Managed Reporting End User s Manual 41 Creating Reports in Dashboard h Finds and replaces text Find and Replace button Enables you to go to a particular line number in the Go to line button report AB Converts highlighted text to uppercase Uppercase button ab Converts highlighted text to lowercase Lowercase button Ty Sets the text color in the editor Text color button Sets the background color of the editor ae Background color button Note The text color and background colors are for the current session only Times New Roman _ as Enables you to change the font of the editor drop down menu Enables you to change the font size of the text in the ok Font size drop down editor menu Note If you create a Custom Report using InfoAssist Power Painter Report Assistant or Graph Assistant and then edit the report with the text editor you can only open and edit the report using the text editor 4 If you use a Firefox browser the editing toolbar which begins with the cut copy paste features listed in the table does not appear Use the standard control keys Ctrl X Ctrl C Ctrl V to cut copy and paste When you click the X in the upper right corner of the text editor the procedure is saved however the Domain Tree does not refresh To refresh the Domain Tree contents click the refresh button circle with ar
244. u to maximize the content block When you maximize a content block it displays in a new browser window Note For active reports in a content or launch block if you edit a field column and then maximize the block you will not see the modifications you just made Setting Automatic Refresh for a Content Block Procedure 64 How to Set Automatic Refresh for a Content Block After an administrator enables automatic block refresh functionality for a content block a Refresh check box and refresh time interval field are displayed in the block toolbar You can set automatic refresh functionality to have the data in your content block automatically refreshed at regular intervals The Refresh check box is unselected by default every time you log in to the view The refresh time interval field is populated with the minimum allowable refresh value in seconds by default The refresh value represents the amount of elapsed time between recurring instances of the block being automatically refreshed when the Refresh check box is selected Note Selecting the Refresh check box disables the refresh time interval field which prevents the value from being changed Deselecting the Refresh check box enables the refresh time interval field again How to Set Automatic Refresh for a Content Block 1 You have the option of using the default refresh value displayed in the block toolbar or You can type a value in seconds that is greater than or equal to t
245. ue 671 290 under RISK_CLASS Low and Continent AMERICAS as shown in the following image w Measures w Graph Continent Region Country A A z RISK_CLASS Risk Factor All v all v e orap P Run PF Reset rP Save Help E RISK_CLASS High Low E Continent EUROPE AMERICAS EUROPE Balance CANADA_DOLLAR Balance CANADA_DOLLAR Balance 5 306 250 7 428 750 15 831 810 22 164 534 The report now looks like the following image v Measures v Graph Continent Region Country AMERICAS vy All w All v RISK_CLASS Risk Factor z E v e OLAP P Run P Reset r Save _ Help J Factor Region E Country Balance CANADA DOLLAR 3 NORTHAMERICA CANADA 671 290 939 806 1 747 953 2 447 134 2 246 786 3 145 500 1 701 856 2 382 598 1 731 460 2 424 044 3 013 211 4 218 495 1 641 583 2 298 216 2 961 112 4 145 557 In the new report the RISK_CLASS and Continent fields are removed based on two internally generated criteria IF RISK_CLASS EQ Low and IF Continent EQ AMERICAS WebFOCUS Managed Reporting End User s Manual 139 Drilling Down On Dimensions and Measures Example 140 The only dimension element under RISK_CLASS is Risk_Factor The dimension elements under Continent are Region and Country These become By fields in the new report from left to right The data displayed for the measures in the resulting report are those that satisfy the values in the current By fields
246. unched and take over the browser session When these sites are opened in a launch or output block Dashboard content is lost It is recommended that these types of Web sites not be selected for a launch or output block When you add items to a content block you can use the Domain Search from the Add Block and Edit Block windows For details see How to Add Items to a Content Block Using Domain Search on page 85 Across the top of the Add Block window is a drop down menu for selecting a domain a Domain Search button and block type option buttons to select either a Launch List Folder Output Tree or Favorites block At the left side of the window is a tree view of the selected domain The right side of the window contains the Content List showing selected items with up and down arrows to the right and Remove and Clear buttons at the bottom Below the Content List is a text box for entering the Block Name and a series of check boxes that are available to enable the following functionality 4 Deactivate Block 4 Lock Block available to administrators only Hide Block Toolbar WebFOCUS Managed Reporting End User s Manual 83 Adding a Content Block Procedure 84 4 MS Office output options 4 Automatic Block Refresh available to administrators only There are also option buttons to enable Scroll Buttons or Scroll Bars and Save and Cancel buttons The following image shows the Add Block window Add Block Help
247. une figures 7 Click Digital as shown in the following image 2j PRODTYPE E Quantity E Line Cost Of Goods Sold Digita 42 473 119112 D Analog Click 16 559 3 174 928 00 E Digital The breakdown shows clearly that PDAs drove Audio Expert digital sales WebFOCUS Managed Reporting End User s Manual 117 We Do It Every Day Typical Web Query 8 Click PDA Devices to see the details as shown in the following image zj PRODCAT I Quantity E Line Cost Of Goods Sold PDA Devices 4e Click 16 760 5 416 540 00 M Camcorders PDA Devices 5015 3 584 010 00 ME Digital Tape Recorders 12 494 862 086 00 i DYD 4 087 832 993 00 E CD Players 3 958 391 842 00 I Cameras 159 31 641 00 As shown in the following image ZT Digital PDA Commercial was by far the top seller cy Product Name 2 Quantity 3 Line Cost Of Goods Sold ZT Digital PDA Commercial 12 433 4 339 117 00 D ZC Digital PDA Standard 4 327 1 077 423 00 B Let us now see what drove digital sales at eMart the second highest producer 9 Click the Back arrow in the browser until you return to the following window This time click eMart as shown in the following image Bimonty Bi store Name Biproptvee Slquantity l Line cost of Goods Sold 06 Audio Expert Digital 42 473 11 119 112 00 M 06 eMart Digital 45 895 10 518 058 00 ME 05 Audio Expert Click Digital 36 505 5 930 974 00 M 04 Audio Expert SMEM Digital 32 443 20141400 ME 04 eMart D
248. ure typically defines how much or how many For example Units Revenue and Gross Margin are measures in the Account dimension and specify how many units were sold how much revenue was generated and at what profit margin respectively Manipulating or rotating the view of a report by moving a field or a group of fields from a column to a row or row to column WebFOCUS 5 Analyzing Data in an OLAP Report Characteristics of an OLAP Report An OLAP enabled report has a number of features that distinguish it from other WebFOCUS reports A basic OLAP report is shown in the following image B quarter 2j Store Name B PRODTYPE l Quantity E Line Cost Of Goods Sold feu AV VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7196 1 607 513 00 Consumer Merchandise Analog 6 980 1 542 036 00 Digital 14 957 3 251 090 00 Ty City Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 Digital 108 221 24 990 368 00 Q2 AV VideoTown Analog 44 781 2 663 655 00 Digital 27 377 5 928 507 00 Audio Expert Analog 57 944 11 868 759 00 Every OLAP user can take advantage of the analytic features that are built into the OLAP report 4 Hyperlinks The values in an OLAP report are usually hyperlinks from wh
249. users My Reports Custom Reports and Shared Reports Standard Reports A Standard Report is a pre defined procedure that your Administrator creates and stores in a group folder or subgroup folder You use Standard Reports to retrieve data that changes on a regular basis for example monthly inventory reports or weekly sales reports Each time you run a Standard Report the output reflects the most current data while the format of the report remains constant Reporting Objects A Reporting Object is a tailored view of a set of data that your Administrator creates and saves to a group folder You use the data contained in a Reporting Object to create personal reports quickly and in compliance with the reporting rules and guidelines of your company My Reports A My Report is a personal report you save while working in a domain Once you access a Reporting Object and create a report you can save the report as a My Report Once saved you can run or edit these reports No other user has access to your reports WebFOCUS 1 Introducing WebFOCUS Managed Reporting Custom Reports A Custom Report is a report that you create and edit using Report Assistant Graph Assistant or the Editor Custom Reports are located in the Custom Reports folder located under the My Reports tab in the Domains environment Custom Reports are available to users who have been granted the Advanced privilege in Managed Reporting Administrators automatically have the Adv
250. ut over the leftmost column You can try a horizontal display to make comparison easier WebFOCUS Managed Reporting End User s Manual 113 We Do It Every Day Typical Web Query 114 2 Drag and drop QUARTER above the report The report changes immediately and appears as shown in the following image across the top of the report with the Quantity and Line Cost of Goods Sold columns repeating for each quarter The store information is more compact but it is not easier to identify the store with the best sales record so drag QUARTER back to its original position Drag Quarter back 3j Store Name gq PRODTYPE AV VideoTown Audio Expert City Video Consumer Merchandise Ty Ci web Sales eMart BS quarter a Quantity 18 449 22 206 78 449 105 983 6 287 7 196 6 980 14 957 19 077 41 307 545 829 97 128 108 221 2l Line Cost Of Goods Sold 3 969 296 00 109 400 00 16 467 146 00 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 3 251 090 00 3 772 119 00 10 128 967 00 124 366 00 190 201 00 21 152 262 00 24 990 368 00 Q2 Sl quantity a Line Cost Of Goods Sold 11 781 27 377 57 944 111 421 1 405 8 835 8 556 15 239 15 717 29 627 929 1 578 74 737 115 102 2 663 655 00 928 507 00 11 868 758 00 28 064 250 00 285 323 00 2 025 508 00 1 817 536 00 3 697 782 00 3 503 862 00 6 732 303 00 215 152 00 347 180 00 16 789 403 00 24 971 512 00 WebFOCUS
251. values Field Names Auto generate field names First row contains field names Next gt Cancel 4 Inthe File Format section select one of the following supported formats for the file you want to import 4 Excel Spreadsheet XLS I Comma separated values CSV 4 Tab separated values I Pipe separated values 48 WebFOCUS 2 Using Dashboard 5 In the Field Names section select one of the following supported methods for how you want the field names created Q Auto generate field names 4 First row contains field names 6 Click Next at the bottom of the Upload Data File dialog box The second page of the Upload Data File dialog box as shown in the following image appears for you to review and customize the file conversion options E Upload Data File Microsoft Internet Explorer Field Name FIELD Type Alphanumeric z Alias FIELD Format 450 x Apply FIELD AREA SEARCH Account Account Wildcard Sales Rep First Name Account Wildcard Sales Rep Last Name Account Wildcard City Account Exact State Account Editable Resource First Name Contact Wildcard Last Name Contact Wildcard lef File Name App Directory Choose a directory z lt Back Next gt Cancel zj 7 For each field in the file you imported you can select the field column heading and then edit the following attributes for that field 3 Field Name
252. w you can view content stored in the Report Library The first time you log on to Dashboard you inherit the look and content of the Dashboard view that you log on from This happens only the first time you log on each time you log on after that Dashboard will look the same For example if you log on for the first time from a m m m Public View you inherit the look and the content from that Public view Group View you inherit the look and content from that Group View Login Page you inherit the look and content from the General Public View For more information on view inheritance see Managing Dashboard in the WebFOCUS Managed Reporting Administrator s Manual WebFOCUS 2 Using Dashboard Reference Considerations When Logging On to Dashboard When you log on to Dashboard you are prompted to enter your Managed Reporting user ID and password Your administrator may have set up your environment so that you are also prompted for a WebFOCUS server user ID and password Multiple logons for a single user are available using the Dashboard main logon page and View Builder The URL for accessing the Dashboard logon page is http hostname port wf_context_root bid login where hostname port Is the host name and optional port number specified only if you are not using the default port number where the WebFOCUS Web application is deployed wf_context_root Is the site customized context root for the WebF
253. xpert Digital Analog Digital 5 Quantity Procedure How to Reposition Sort Fields in an OLAP Report 5 Line Cost Of Goods Sold 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 2 663 655 00 5 928 507 00 11 868 758 00 28 064 250 00 1 792 498 00 3 625 972 00 4 216 289 00 11 210 406 00 1 844 696 00 4 553 762 00 5 916 936 00 11 190 923 00 You can change the order in which data is sorted and presented in the report For example you can change from sorting by State and then by Product to sorting by Product and then by State If you want to reposition 4 Vertical By sort fields drag and drop a field into a new column position 4 Horizontal Across sort fields drag and drop the lower field above the higher one or the higher field above the lower one In each case the cursor changes to a plus sign to indicate acceptable places into which you can drop the field Unacceptable positions are shown by a circle with a slash across the center Example Repositioning Sort Fields in an OLAP Report The following is an example of repositioning sort fields in an OLAP report 1 Run the Standard Report OLAPREP2 2 Click the top half of the diamond button next to Quantity to sort values from high to low WebFOCUS Managed Reporting End User s Manual 157 Sorting Data The dimension values adjust accordingly The report now shows the Quantity values from high to low but according to the QUAR
254. y 5 Line Cost Of Goods Sold 35 280 00 299 504 00 2 281 228 00 3 432 741 00 199 968 00 339 594 00 369 868 00 800 913 00 683 014 00 ja e iS ais Ko sa am 5 18 889 00 WebFOCUS 5 Analyzing Data in an OLAP Report You want to create a matrix in which data is sorted horizontally by month and vertically by store and product type 3 Drag Month above the report to sort data horizontally Across The cursor changes to a plus sign to indicate acceptable places where you can drop the field In the new report Quantity and Line Cost of Goods Sold are repeated horizontally for each month as shown in the following image B MONTH 01 02 E StoreName W PRODTYPE S Quantity amp Line Cost Of Goods Sold amp Quantity amp Line Cost Of Goods Sold AY VideoTown Analog 147 35 280 00 9 124 1 982 103 00 Digital 1 426 299 504 00 10 823 2 331 172 00 Audio Expert Analog 11 064 2 281 228 00 34 413 7 254 037 00 Digital 14 062 3 432 741 00 39 905 9 674 622 00 City Video Analo 1 097 199 968 00 576 145 184 00 Digital 1 382 339 594 00 805 136 405 00 Consumer Analo 1 801 369 868 00 2 835 639 082 00 Merchandise Digita 3 580 800 913 00 3 232 766 052 00 Ty Ci Analo 3 257 683 014 00 7 959 1 466 033 00 Digital 6 281 1 470 194 00 14 269 3 761 723 00 Web Sales Analog 86 18 889 00 165 37 831 00 Digita 136 33 877 00 204 47 392 00 eMart Analo 6 407 1 282 935 00 44 944 9 8
255. y and Line Cost of Goods sold for several digital Merchandise Q2 AV VideoTown Analog 18 449 Digital 22 206 Analog 78 449 Digital 105 983 Analog 6 287 Digital 7 196 Analog 6 980 Digital 14 957 Analog 19 077 Digital 41 307 Analog 545 Digital 829 Analog 97 128 Digital 108 221 Analog 11 781 Digital 27 377 Analog 57 944 111 421 E QUARTER j Store Name Ej PRODTYPE a Quantity 4 Line Cost Of Goods Sold Q1 AY VideoTown 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 3 251 090 00 3 772 119 00 10 128 967 00 124 366 00 190 201 00 21 152 262 00 24 990 368 00 2 663 655 00 5 928 507 00 11 868 758 00 28 064 250 00 products sold at Audio Expert in Q2 as shown in the following image 5 PRODCAT CD Players Camcorders Cameras DYD Digital Tape Recorders PDA Devices 16 328 12 841 EJ Quantity 3 Line Cost Of Goods Sold 1 616 472 00 9 159 550 00 60 695 00 2 669 901 00 2 028 324 00 12 529 308 00 3 Right click Quantity and choose Show Panel to open the Selection pane WebFOCUS 5 Analyzing Data in an OLAP Report 4 Inthe Selections pane click the arrow to the left of the Graph control then click the check pane for Quantity and toggle through the graph options until you reach the pie icon as shown in the following image vy Measures YS Manufacturing piant Store Name JE fbudio Expert 7 V Quantity
256. your own line of inquiry Suppose that you are an analyst for the fictional Century Corporation which manufactures electronics equipment You need to determine which of the stores that sells your products had the highest sales in 2002 and whether there is a pattern in sales periods and or best selling products that should be considered when planning manufacturing schedules and parts inventories You have created a base report that shows sales data only for 2002 You have also OLAP enabled the report to permit quick analysis of the data 1 Run the Standard Report OLAPREP1 Before you begin your analysis the OLAP report looks like the following image Drag Quarter 3j QUARTER z Store Name gq PRODTYPE l quantity 2l Line Cost Of Goods Sold up at AV VideoTown Analog 18 449 3 969 296 00 Digital 22 206 5 109 400 00 Audio Expert Analog 78 449 16 467 146 00 Digital 105 983 25 092 678 00 City Video Analog 6 287 1 315 015 00 Digital 7 196 1 607 513 00 Consumer Merchandise Analog 6 980 1 542 036 00 Digital 14 957 3 251 090 00 Ty Ci Analog 19 077 3 772 119 00 Digital 41 307 10 128 967 00 Web Sales Analog 545 124 366 00 Digital 829 190 201 00 eMart Analog 97 128 21 152 262 00 Digital 108 221 24 990 368 00 AY VideoTown Analog 11 781 2 663 655 00 Digital 27 377 928 507 00 Audio Expert Analog 57 944 11 868 758 00 Digital 111 421 28 064 250 00 City Video Analog 1 405 285 323 00 The Quarterly information is spread o

WebFOCUS Managed Reporting End User`s Manual Version 7

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