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WebFOCUS InfoAssist User`s Version 7 Release

1. The Options window enables you to customize InfoAssist by selecting your preferences in the following areas L Startup Options Layout 26 WebFOCUS 2 Setting InfoAssist User Preferences ll Reference Reference Reference 4 View Format 4 Environment and Styling If any of the options in these areas are gray in color they are disabled and you do not have access to changing that user preference To gain access contact your administrator Startup Options The Startup Options section of the Options window displays the Show splash screen check box This check box is selected by default and opens the splash screen every time you launch InfoAssist When the check box is cleared the Start Mode drop down menu is activated This menu provides the start up options report chart or compound document The selected option will be the default view when launching InfoAssist instead of displaying the splash screen Layout The Layout section of the Options window provides drop down menus for selecting values for printing reports and charts The following settings and values are available 4 Page Size Values are A4 A3 A5 Letter Tabloid and Legal The default value is Letter Orientation Values are Portrait and Landscape The default value is Portrait View The View section of the Options window provides drop down menus for selecting values for the following settings 4 D
2. 31 Components of the InfoAssist Application WINGOW cccecceeeeeeeeeeeeeeeteeeeeateeeeeateaeeeeneanees 32 Selecting From the Application Main MeNnu cccceccseeeeeeeeeeeaseeeeeseseeaeeaeeaeeaeeateattaneanenens 34 JUCE ACCO SS TOOD cae rr er ee er nc ee ee ee ee 36 Accessing Properties Using the Control Panel cccccceceeeeeeeeeseeeeaeeeeeeeaeeseaeeaesneaseneanes 39 usinge ne HOME Lal ace sracancaeccnenteasnexcsunnnceceamsascaeewaassececseedcesseeceantemeceeacedimalenecanacasses 41 SUV Te TEE TaD e E cet vesteeeeenuacee 48 vsing 1e Format TaD es E e EEE 50 JSN ane Data Tae E E scans ticceeearans 57 WebFOCUS InfoAssist User s Manual 3 Contents Using the Slicers TaD ceire eare a E EEE E E ESETE AREE 64 usina US LCV OUI Tes cee geste ose ce cee E E 64 SN Me Vew Acne shes a etc tee tsetse cate acacia eae dae ee ete eereare ce ee ue eee vacua een 66 Using TING Feld TAD sisese rerepen a a an A E a ear Eai 2 Using The Series Tab ccicsceccsesceeeeesesecesesaneeescaeenesecesensseeecsavecesceesettecercnesnceseesererens 81 Understanding the Resources PARE lnccuccccsnncscenasesenseecvseenctneteetsensescerseeenacsteracantendauseoowestads 85 Using the Data Pane to Add Fields to a Report annnnnnnnnnnnnnnnnnnrnnnrnrnnnnnnnnrrrrrrnrnnnnne 89 Using the Query Design Pane in the Resources Panel ccsccseeseeeeeseeeeeaeeaeeaeeaeeaeeas 91 Using Right Click Field Options in the Query Design
3. COUNTRY DEALER_COST RETAIL_COST 254 WebFOCUS 6 Using Document View and Building Compound Documents Procedure How to Style and Customize a Report When you click a component it enables you to perform functions such as moving and resizing as explained in How to Move a Component on page 251 After a single click the Control Panel can be used to affect all settings of the selected component except for fields You can double click or right click a component which allows you to select individual fields to be edited through the Context menu or Field tab The procedure below applies only to reports Charts can be edited and have a context menu that is covered in How to Style and Customize a Chart on page 257 Text can be edited and has a context menu that is covered in How to Edit Text on page 260 Images cannot be edited 1 Open or create a compound document with at least one report 2 Click the report Sizing handles will appear around the border as shown in the following image E Document Product Rerion Dollar Sales Capuccina Northeast Southeast West Espresso Midwest Northeast Southeast West L Unii Salaa C a it i E Sout hy a Ea ii Take note of the groups on the Field tab The groups of the Field tab are still grayed out and inactive as shown in the following image Ly a e Run Home Insert Format Data Slicers Layout View Field Y W Exclude 1 zt cy Slee Brea d ibiHead
4. InfoAssist by Lj a P gt Run Home Format Data Slicers Layout View m Chart j A Data from Source Ta d ae Ga Use Sample Data T E HTML E Report Records 500 Report Format Design Filter The Control Panel also provides a Series tab when you are creating a chart WebFOCUS InfoAssist User s Manual 39 Accessing Properties Using the Control Panel 40 When selected each tab opens a different view of the Control Panel by exposing groups that contain clustered highly visible icons You control some properties just by clicking the icon button while others have drop down menus for selecting options Some options open dialog boxes that provide additional property controls The layout of the Control Panel spans the width of the application window It displays all property controls using different sized icons and groups depending on the size of the monitor and application window When you reduce the size of the application window some groups which contain property controls are collapsed into single buttons as determined by the amount of available space The following image shows the Features group from the Format tab collapsed into a single button A Features When a group of property controls is collapsed into a single button the individual property icons are removed from view but are still available Selecting a collapsed group button restores the group to its normal full size and displays
5. In the field to the right of the operator drop down menu type the desired value for the selected operator Data values that meet the criteria will display in green in the report output Alternatively you can select an option from the Values drop down menu and select the desired data value in the Data Values dialog box that opens From the Values drop down menu as shown in the following image you can select Fetch All Values from Source Fetch Values from Disk File Fetch First Value in Source Fetch Last Value in Source Fetch Minimum or Fetch Maximum Fetch All Values From Source Fetch Values From Disk File Fetch First Value in Source Fetch Last value in Source Fetch Minimum Fetch Maximum Click Add New The red light selection fields are displayed in the Traffic Light Condition dialog box where you can select and type red light criteria From the red light drop down menu choose the desired relational operator In the field to the right of the red light drop down menu type the desired value for the selected operator WebFOCUS will display data values that meet the criteria in red in the report output Alternatively you can select an option from the Values drop down menu and select the desired value in the Data Values dialog box that opens Perform any of the following actions in the Traffic Light Condition dialog box 4 To delete an existing traffic light condition click the Remove button WebFOCUS 4 C
6. The default value is Bar chart The following image shows the Chart Types group with Pie chart selected ld OK MES amp Bar Pie Line Area Scatker Other Chart Types Run the report InfoAssist will generate the chart type that you chose How to Select an Advanced Chart Type InfoAssist provides a complete chart type library which includes advanced chart types as well as basic types The Other button in the Chart Types group gives you access to the library 1 On the Format tab in Query Design view or Interactive Design view locate the Chart Types group 2 Click the Other button WebFOCUS InfoAssist User s Manual 167 Selecting a Chart Type 168 The following image shows the Chart Types group with Other selected ad OWES Pie Line Area Scatter Other Chart Types The New Chart dialog box opens Each of the eight tabs across the top of the dialog box represents a chart type category To display the name of a category hover over the tab with the mouse From left to right the chart type categories are bar line area pie XY plot 3D stock and special Click a chart type category All supported variations of the chart type appear as thumbnail images in the area underneath Within the category click an image to display a detailed description of that chart type If you are not familiar with a chart type be sure to read the description carefully before finalizing your selection Som
7. headings and footings in reports 123 help options 22 WebFOCUS incor Home tab 41 42 43 Design group 42 Filter group 43 Format group 41 Report group 43 l Insert tab 48 49 active form controls 49 existing reports 48 Objects group 49 Report group 48 inserting a chart 231 232 233 235 drag and drop 232 with double click 233 with right click 235 inserting a report 237 238 239 240 with double click 239 with drag and drop 238 with insert tab 237 with right click 240 inserting an existing report 244 inserting text and images 245 L labels for Charts group 55 launching InfoAssist 18 19 Domain Tree 19 Layout Canvas 101 Layout tab 64 66 Page Setup group 64 Report group 66 legend elements 221 legends 183 220 limiting variables in reports 138 line chart types 170 WebFOCUS InfoAssist User s Manual Line group 83 Links group 80 M major grid lines 212 markers 186 mathematical equations 181 minor grid lines 212 N Navigation group 51 Navigation taskbar 114 O Objects group 49 OLAP reports 151 Other button 167 Output type group 50 Output window 103 Output Window group 7O P page and line breaks in reports 139 page footings 189 page headings 189 Page Setup group 64 Personal InfoAssist 15 pie chart types 170 219 Index Pie group 84 pop up titles in reports 144 Properties group 82 Q Query Design pane 91 94 99 in the Results Panel 99 right click option
8. 146 WebFOCUS 4 Customizing and Styling Reports The following image is an example of report output produced by assigning the Minimum Maximum and Average aggregation options to measure fields in a report MIH MAX AVE Region Product Unit Sales Unit Sales Dollar Sales Midwest Morrtheast Biscotti Coffee Grinder Coffee Pot Croissant Espresso Latte iL cy Scone Thermos Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Latte iL cy Scone Thermos 12266 of 20 0331 12160 11067 11566 T948 11774 oU26 tala 10226 OF a205 11602 11807 11794 rg45 12599 a390 Procedure How to Display Repeated Sort Values in a Report 1 Select the Format tab in the Control Panel 2 Click Repeat Sort Value in the Features group 3 Run the report WebFOCUS InfoAssist User s Manual 147 Using Custom Reporting Features When you select Repeat Sort Value all repeated sort values are displayed in the report output as shown in the following image This option overrides the default behavior which displays blanks after the first instance of each new sort value that appears in the report Product Biscotti Biscotti Biscotti Biscotti Biscotti Biscotti Capuccino Capuccino Capuccino Lapuccino Capuccino Capuccino State Unit Sales Mew Haven 46214 Orlando 40606 Atlanta 43639 Boston 47064 Mew York 51964 Memphis 35349 Mew Haven 12386 Orlando 24145 Atlanta 27522 Boston 15358 Mew Y
9. Ie Image Objects Selecting Text inserts an inline text object in the top left corner of the canvas Selecting Image causes an Open dialog box to appear Browse to the desired image and click OK to insert it in the top left corner of the canvas Active Dashboard Prompts Enables you to insert active form controls into your compound document You can add multiple controls to a single canvas with these buttons This group is only visible when the output format of the compound document is set to active report active PDF or active Flash The Active Dashboard Prompts group is shown in the following image Drop st Checkbox Radio Text Down Button Active Dashboard Prompts Selecting Drop Down inserts a drop down control placeholder in the top left corner of the canvas Selecting List inserts a list control placeholder in the top left corner of the canvas Selecting Checkbox inserts a checkbox control placeholder in the top left corner of the canvas Selecting Radio Button inserts a radio button control placeholder in the top left corner of the canvas Selecting Text inserts a text area control placeholder in the top left corner of the canvas For more information on inserting active form controls see Adding Active Technologies Form Controls to a Compound Document on page 265 WebFOCUS InfoAssist User s Manual 49 Accessing Properties Using the Control Panel Using the Format Tab The Format tab provid
10. 4 Adding a Page Heading and Page Footing to a Chart 1 Designing a Chart in Active Preview 159 Selecting a Chart Type Selecting a Chart Type 160 In this section Chart Types A chart often conveys meaning more clearly and effectively than data displayed in tabular form A chart enables you to visually communicate quantitative information On a chart you can give data a shape and form and reveal patterns and relationships among many data values It is important that you select a chart type that is appropriate for your data InfoAssist provides a complete chart type library which includes advanced chart types as well as basic types You can select from a wide variety of chart types to best represent the data that you want to display The Chart Types group which is accessible from the Format tab on the Control Panel makes chart type selection easy It provides an array of buttons for selecting the five most commonly used chart types which include Bar the default Pie Line Area and Scatter A button labeled Other gives you access to the chart type library The Chart Types group is shown in the following image laid O EC A Line Area Scatter Other Chart Types You can create each chart type using one of the following output formats J HTML active report Bar Pie Line and Scatter charts only active Flash PDF active PDF 4 Excel PowerPoint WebFOCUS 5 Creating and Customizing Char
11. Active POF Excel 2007 Excel 2000 Excel Formula Excel Pivot PowerPoint When you select the output target button a pop up menu opens with options for Single Tab the default New Tab Single Window and New Window as shown in the following image Single Tab Mew Tab Single Window New Window oe Selecting Single Tab from the output target menu and running a report creates a new output window on the first run and refreshes the output window on each subsequent run WebFOCUS InfoAssist User s Manual 117 Using the Status Bar 118 Selecting New Tab from the output target menu creates a new output window and a new report instance each time a report is run For each report instance a new output tab is placed on the Navigation Taskbar to preserve that report Each output tab maintains the state of the report that generated that output Selecting any output tab on the Navigation Taskbar loads the associated report information into the Query Design pane Selecting Single Window from the output target menu and running a report creates output in a new browser window on the first run and then continues to update the open browser window until that window is closed If the window is closed and a report is run a new browser window is opened and each subsequent run of the report continues to populate the open browser window Selecting New Window from the output target menu and running a report cre
12. Data Panel group 67 XY plot chart types 171 WebFOCUS InfoAssist User s Manual 281 Index 282 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 html Name Company Address Telephone Date Email Comments 212 736 4433 Information Builders Two Penn Plaza New York NY 10121 2898 DN4501033 1110 WebFOCUS InfoAssist User s Manual Version 7 Release 7 02 WebFOCUS WebFOCUS InfoAssist User s Manual Version 7 Release 7 02 Information Builders Two Penn Plaza New York NY 10121 2898 _ amp Printed on recycled paper in the U S A
13. Excludes literal list 4 Contains characters Omits characters 4 Like character mask Not like character mask The Value drop down menu opens a dialog box with multiple options as shown in the following image yy reate a filtering condition AF New Filter Af InsertBefore Jlinsert After Group w U x b a ip i as MR WHERE lt Field gt Equal to lt Value gt v Type Constant Value Multiple Values aw x ee A OK O amp O Cancel A OK Cancel The type drop down menu contains the following options Constant Enables the entry of a literal constant value 4 Parameter Enables you to specify a parameter by entering a name and description in the provided text input areas as well as selecting the type of parameter Simple Static Dynamic 60 WebFOCUS 3 Using the InfoAssist Application Window Hl 4 Field Enables the specification of a field name to compare against The value area contains a text input box that you can use to manually insert values It also contains a Get Values drop down menu which supplies the following options All Retrieves all of the values from the selected field 4 First Retrieves the first value from the selected field Last Retrieves the last value from the selected field 4 Minimum Retrieves the minimum value from the selected field Maximum Retrieves the minimum value from the selected field 4 From File Retrieves a value that you specify Selecting thi
14. The report heading and page heading that you added and styled are shown in Interactive Design View in the following image oa Interactive Design lew Dollar Sales by Product and Region Confidential For Regional Managers Only Product Rezion Dollar Sales Biscotti Midwest 10917A Mortheast 1802005 Southeast 1505717 West B6J66h Lapuccina Mortheast THIER Southeast 244000 West Bo Ao Cofee Gonder Midwest 619754 Mortheast AUS2 00 Southeast ahora West 603436 Coffee Pot Midwest Ekli Mortheast abe ia Southeast 645503 West 613624 10 To make changes to either the report or page heading right click the heading and select Edit from the drop down menu Procedure How to Style Headings and Footings in a Report You can style headings and footings in the report output for the selected heading or footing field 1 Highlight the desired heading or footing text in the Query Design pane The Home tab is displayed in the Control Panel 2 Click the Style group The Style dialog box opens 3 Select any of the following styling options that are available in the Style dialog box 126 WebFOCUS 4 Customizing and Styling Reports i 4 Font type Use the drop down menu to change the font type 4 Font size Use the drop down menu to change the numeric value for the font size 4 Text justification Click the Justify Left Justify Center or Justify Right icon to justify the text qJ Font styling Click the Bold Italic
15. The sample report heading with the selected styling values is shown in the following image Heading amp Footing Se Ok apply F Reset 6 Cancel Report Heading E Page Heading E Page Footing Report Footing HELVETICA u B 7z u 22 BASE n a Dollar Sales by Product and Region Click Apply to save the changes you have made so far without closing the dialog box To add a page heading select the Page Heading tab In this procedure you are going to add one of the supplied quick text options 124 WebFOCUS 4 Customizing and Styling Reports 7 Click the last icon on the right of the styling ribbon and select Confidential from the drop down list E T Draft Page of Y Date x d Time d Created by 8 Change the font and font size as desired For example change the font to HELVETICA and the size to 10 Click the Left justification icon to align the page heading with the report heading You can add your own text before or after the supplied text for example For Regional Managers Only Heading amp Footing Ek OK amp apply F gt Reset cancel Er Report Heading Fage Heading Ek Fage Footing E Report Footing HELVETICA 10 hy S Il Ul Mt FEAE Confidential For Regional Managers Only 9 Click OK to save the report heading and page heading and close the Heading amp Footing dialog box WebFOCUS InfoAssist User s Manual 125 Styling Reports
16. in the following image E Draft Confidential Dake d Time d Created by For charts an icon AT on the far right of the styling ribbon is enabled This icon provides two options for controlling the way in which the page heading and page footing are rendered The default option Create Heading and Footing as Text renders the heading and footing as text elements that are separate from the chart image The option Embed Heading and Footing in the Chart renders the heading and footing text as part of the chart image Once you have added a heading or footing to a report or chart you can double click it on the canvas in design mode to reopen the Heading amp Footing dialog box You can also right click an existing heading or footing in design mode and select Edit from the menu to open the dialog box For more information on adding and styling headings and footings see How to Add Headings and Footings to a Report on page 123 and Adding a Page Heading and Page Footing to a Chart on page 189 For reports only selecting Column Totals adds a grand total row to the bottom of the report to sum numeric data in each column For reports only selecting Row Totals adds a grand total column to the right side of the report to sum numeric data in each row For more information see How to Add Column Totals to a Report on page 141 and How to Add Row Totals to a Report on page 142 WebFOCUS InfoAssist User s Manual 47 Accessing Proper
17. Access Toolbar WebFOCUS 4 Customizing and Styling Reports Procedure Procedure How to Style Data and Column Titles in a Report You can style data column titles or both in the report output for the selected data source field 1 Select the desired data source field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select one of the following in the Style group 4 Data Style Styles only the data for the selected data source field 4 Title Style Styles only the column title for the selected data source field Data Title Styles both the data and the column title for the selected data source field 3 Select any of the following styling options that are available in the Style group 4 Font type Use the drop down menu to change the font type 4 Font size Use the drop down menu to change the numeric value for the font size 4 Text justification Click the Justify Left Justify Center or Justify Right icon to justify the text 4 Font styling Click the Bold Italic or Underline icon to style the selected font L Font color Click the Font Color icon to open the Color dialog box where you can select the font color L Background color Click the Background Color icon to open the Color dialog box where you can select the background color How to Add Headings and Footings to a Report You can make a report more meaningful by adding headings and footings Headings and fo
18. Annotate opens a drop down menu that provides the Add an annotation option Selecting this option opens the Annotation dialog box where you can type the desired text and position the annotation on a chart The choices for Position are Top Left Top Middle Top Right Middle Left Middle Right Bottom Left Bottom Middle and Bottom Right as shown in the following image For more information see How to Display Annotations on page 178 Top Left Top Middle Top Right Middle Left Middle Right Bottom Left Bottom Middle Bottom Right Selecting Grid lines opens a drop down menu that provides options to add O1 Minor Gridlines and Y1 Minor Gridlines to the O1 Major Gridlines and Y1 Major Gridlines that are displayed by default on a chart You can also deselect the default grid lines to Suppress their display on a chart For more information see How to Display Grid Lines on page 179 Note The chart features are grayed out and unavailable when designing a chart that will be output in active report active Flash or active PDF formats WebFOCUS InfoAssist User s Manual 53 Accessing Properties Using the Control Panel 54 Chart Types for Charts For charts only the Chart Types group provides buttons for selecting the most commonly used chart types which include Bar the default Pie Line Area and Scatter You can also click the Other button to select additional chart types The Chart Types group is shown in the following image
19. Measures on page 157 The Stack Measures feature is activated only when HTML Excel or PowerPoint output format is selected Features for Charts Provides buttons for selecting custom chart features including 3D Effect Rotate Reference Annotate and Grid lines as shown in the following image al mi aad EES Rokate Reference Annotate Grid ma lines Features WebFOCUS 3 Using the InfoAssist Application Window i Selecting 3D Effect the default sets the three dimensional view to on or to off The 3D Effect feature is disabled for 3D stock gauge gauge thermometer pareto spectral map and funnel chart types Selecting Rotate toggles between a vertical display or horizontal display of a chart For more information see How to Rotate a Chart on page 174 The Rotate feature is disabled for pie scatter 3D stock gauge gauge thermometer pareto spectral map and funnel chart types Selecting Reference opens a drop down menu that provides the Add Reference Line to Y Axis and Add Reference Line to X Axis options Selecting one of these options opens the appropriate Reference Line dialog box where you can set the specific X Axis or Y Axis value type the desired text and position the reference line on a chart For more information see How to Display Reference Lines on page 175 The Reference feature is disabled for pie 3D stock gauge gauge thermometer pareto spectral map and funnel chart types Selecting
20. Menu lists recent reports and reports that have been pinned to the menu Pinned reports are represented by blue pin icons Pinned reports are at the top of the list and are in alphabetical order Recent reports are represented by yellow 1 icons Recent reports appear below the separator bar and are in the order of when they were created with the most recently created report at the top You can pin important reports to the top of the Recent Reports section of the Application Main Menu for quick and easy access To promote a recent report to pinned report click the yellow pin icon The icon will turn blue and the report will be moved to the pinned report area of the Recent Items window where it will stay until it is unpinned To demote a pinned report click the blue pin icon The icon will turn yellow and the report will be moved below the separator bar Reports also have a context menu that you can access by right clicking a report in the Recent Items section of the Main Menu as shown in the following image Recent Items aj Documenti E Reporti p p T E Report2 ull Chart1 Open Pin to list Remove Fram list Clear unpinned list 2 Options amp Exit The options in the menu are as follows WebFOCUS InfoAssist User s Manual 35 Quick Access Toolbar Open which opens the selected report 4 Pin to list which pins a recent report to the pinned reports list Remove from
21. Navigation Taskbar The Navigation Taskbar provides quick access to all active output windows and to the report design that generated the output You can return to the last report that you edited in the Query Design pane by selecting the Design View button on the taskbar The Navigation Taskbar as shown in the following image is always visible in InfoAssist It is located near the bottom of the application window just above the Status Bar j Reporti amp j Reporti i Sj Reporti 2 amp j Reportt 3 114 WebFOCUS 3 Using the InfoAssist Application Window Each of the active output windows displays a tab on the Navigation taskbar Selecting the tab displays that output window in the Results Panel If you save a report with a unique name each time you modify it when the report is executed and a new output window is generated the unique name appears as a tab on the taskbar If you continue to modify and execute a report without saving it with a unique name a number in parentheses is appended to the original saved report name in the tab on the Navigation taskbar to differentiate between the multiple output windows The ability to select report output from the Navigation Taskbar depends on the output window option selected from the Status Bar or from the Output Window group of the View tab For more information see Using the Status Bar on page 116 or Understanding the Output Window on page 103 Each report tab on the Navigation
22. Navigation Title Accordion Repeat Sort Popup Value Output Types or Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Latte Mug Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Dollar Sales Unit Sales Region Midwest 50393 619154 47156 599878 139182 1751124 101154 1294947 231623 2883566 86718 1086943 116127 1495420 Features Northeast Southeast West 145242 1802005 44785 542095 40977 509200 46185 590780 137394 1670818 68127 850107 222866 2771815 91497 1144211 70732 907171 119594 1505717 73264 944000 47083 605777 49922 645303 156456 1902359 68030 853572 209654 2617836 88474 1102703 73779 900655 70436 863868 71168 895495 48081 603436 47432 613624 197022 2425601 71675 907617 213920 2670405 93881 1188664 72776 912868 Done HTML fi Single Tab WebFOCUS WebFOCUS Creating and Customizing Charts InfoAssist enables you to easily create different types of simple and complex charts You can select from a variety of chart types and output formats and can add custom features to a chart You can also create a chart from any existing report in InfoAssist WebFOCUS InfoAssist User s Manual Topics 4 Selecting a Chart Type 4 Using Custom Chart Features
23. PaNe ccecceceseeeeseeeeeneeeeaeeas 94 Understanding the Results PANG scccccaisiseensennwaceceneaivcedeees duetebsborstesus sedeesdauereeeeenss oneeenenrecest 98 Using the Query Design Pane in the Results Panel cccceceeeeeeeeeeeeeeseaeeseeseaeeseass 99 Understanding the Layout CAnvas ccccceceececceceeeeceeeeeeeeeeeeaeeeeeeeaeeseaseaesneaseaeaneaes 101 Understanding the Output WINdKOW ccccceececeeeeeeeeeeeeeeeseaeeeeaeeaeeseaeeaeeseaseaeaneaes 103 Using the Navigation TASK al wscscccindacdsasccweriwevenetececsedsoxeanceasesesoeieeceeusccudogewsuieaionVoewebanesexi 114 Jsme Ne Stats Baiser se ewer ence r eTA queueeassetexa tne euevccu sions oe ERa ET 116 4 Customizing and Styling Reports ccccssssseseesesssneseessecseensenseeseesecneesseenes 119 Exeo OUUU RODO see cease ade cesta E E 120 SIA E 016d L N eer E E IEA E EAE er E A T E TT 121 Changing a Field FOrMat c cccccsccccecceevnceececcatecnecsssecestsececnstesevsenassencevcrsnseesdeeensednees 133 Using Custom Reporting FeatureS sssssnsnrenerrrrnrrrrrnrrrrnnrrrnnrrrrnnnrrnnnrrrnnnrrrnnnrrrnnrrrnne 136 Creating Customized Report OuUtpUtS ssssenssssssssenennenennsnnsnunensenennensunennnnnneneenennenennnne 150 5 Creating and Customizing ChartS 22222222022 159 glec US a CG VOC oases see cescnceencee rere rE ENEE ENE NEUERER 160 enche T E A S E E E E E E E 161 Using Custom Chart Fedtur
24. Reports The selected color provides an alternating color scheme for the report The report output displays alternating rows of data using a white background for one row and a background of the selected color for the next row This pattern continues throughout the report as shown in the following image of Banded report output Product Region Dollar Sales Northeast 1802005 West oH so8d Southeast G4 4000 Coffee Grinder Midwest 619154 Southeast BOSe ie Coffee Pot Midwest ede ya Southeast 645303 Procedure How to Apply Traffic Light Conditional Styling to Data in a Report You can apply conditional traffic light styling to data for a selected numeric measure field By default the report displays the values that satisfy the first condition in green and the values that satisfy the second condition in red 1 Select the numeric measure data source field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select Traffic Lights from the Specific group The Traffic Light Condition dialog box opens displaying the green light selection fields You can select and type green light criteria in these fields 3 From the drop down menu below the selected data source field name choose one of the following relational operators L Equal to L Not equal to Greater than WebFOCUS InfoAssist User s Manual 129 Styling Reports 130 Less than Greater than or equal to Less than or equal to
25. Style dialog box You can specify font name font size font style bold italic underline text justification left center right and font color or reset the styling to the default WebFOCUS InfoAssist User s Manual 215 Designing a Chart in Active Preview Y1 Axis Labels Removes the labels from the chart and updates the Y2 Axis Labels active preview accordingly X1 Axis Labels Stagger Controls the positioning of the labels The On value positions the labels in a zigzag pattern The Off default value positions the labels in a straight row Rotate Rotates the labels a specified number of degrees None the default 45 90 or 270 Format Labels Formats the labels according to the value that you specify General the default No decimal Percent with no decimal Percent with one decimal Percent with two decimals Currency general Currency with no decimal General in thousands Currency in thousands General in millions Currency in millions General in billions Currency in billions General in trillions Currency in trillions Thousands separator no decimal Thousands separator two decimals Date short Date medium Date long Date full Percent with no decimal 100 Percent with one decimal 100 Percent with two decimals 100 Style Labels Enables you to apply styling to the labels using the Style dialog box You can specify font name font size font style bold italic underline text justification left center
26. Taskbar has a right click menu with options to Restore Minimize Maximize Close Load View and Auto Resize as shown in the following image Restore Minimize X Close Load view Restore Minimize Maximize and Close are standard options available in any browser window or software application Minimize Maximize if the window is not maximized or Restore if the window is maximized and Close can also be found in the top right corner of the output window as shown in the following image Report1 5 State Dollar 5ales CA 7642261 CT 3782049 FL 3923215 4100107 3924401 3707986 3761286 3902265 WebFOCUS InfoAssist User s Manual 115 Using the Status Bar You can load the underlying report design for each output window into the Query Design pane by right clicking any active output window tab on the taskbar and selecting Load View The Auto Resize option enables automatic resizing of an output window as needed when you add or remove fields The Query View Tools pop up menu at the far left of the Navigation Taskbar provides options for displaying all active output windows in the Results Panel The display options that you can select are Cascade Tile Horizontally Tile Vertically Maximize All or Restore All Minimize All and Close All The name of each active output window is displayed at the bottom of the pop up menu as shown in the following image IA Cascade Tile Horizontally Tile Verti
27. The styling options are shown in the following image A Report Style Trebuchet MS F g F Blr u 2 B i Preview Trebuchet MS 9 wf OK canel apply For more information about styling reports see Styling Reports on page 121 For reports only selecting Banded opens a color selection dialog box for choosing a color that provides an alternating color scheme for the report The report output will display alternating rows of data using a white background for one row and a background of the selected color for the next row This pattern continues throughout the report For more information see How to Style Rows of Data With Alternating Colors in a Report on page 127 44 WebFOCUS 3 Using the InfoAssist Application Window i The following image shows the color selection dialog box that opens when you select the Banded reporting option Color i D ee SESE Eo REE eee EO Ree eee eee eG GG EEE E Hues ot Red 255 Sat 0 Green 255 Lum 100 gt Blue 255 Selected Color L Transparent Use the color selection dialog box for choosing colors throughout InfoAssist When choosing colors you can click a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box You can also select colors by typing numbers in the Hue Sat and Lum fields or the Red Green and Blue fields You can also use the up and down arrows next to each field to set num
28. Use the Category field container to sort dimension non numeric or date fields in the chart output Category is the equivalent of the X Axis field container used for other chart types Use the Coordinated field container to collectively sort and collate by a common sort group for Compound documents only WebFOCUS InfoAssist User s Manual 93 Understanding the Resources Panel The following image shows the Query field container area of the Query Design pane as it appears in the Resources Panel for pie charts in Interactive view and Query Design view ali Query E MT Measure Sur Dollar Sales ii Fie slices Region E Wii Category E Product Using Right Click Field Options in the Query Design Pane Reference Right Click Field Options in Query Design Pane In the Query Design pane you can right click any field and select from a list of available options that are displayed in the pop up menu that appears The options that you can select vary depending on the type of Query field container in which the field is located and the type of report that you are creating report or chart Report When you create a report the Query field containers in the Query Design pane include Sum Measure By and Across Right clicking a Sum field in a report displays the Filter Values Sort Visibility Change Title Edit Format More and Delete options as shown in the following image You can select more to access the Data
29. User s Manual 63 Accessing Properties Using the Control Panel Using the Slicers Tab The Slicers tab provides the ability to create and edit slicers as shown in the following image The Slicers tab provides the following groups and options Options Provides the New Group Clear Slicers and Update Preview buttons Record Limit Provides the Preview and Run Time drop down menus Group Provides a group for each Slicer group that is added Using the Layout Tab The Layout tab provides access to page display and layout options from the Page Setup Size amp Arrange Document View only and Report groups as shown in the following image Gy Ue dle eH San Home Insert Format Data Slicers Layout View A Q H Height 240 Bi Aspect Ratio p EEM a i i a 7 Width 95 A AutoFit X Orientation Size Units E Cell Padding lt j Auto Overflow 4 x C Page Setup Size amp Arrange Report The Layout tab provides the following groups and options Page Setup Provides the Margins Orientation Size Units and Page Numbers reports only buttons which enable you to customize the page setup for the output of your report 64 WebFOCUS 3 Using the InfoAssist Application Window Hl Selecting Margins enables you to set margin values by choosing Normal 1 inch all around Narrow 5 inch all around Moderate 5 inch left right Wide 1 5 inch left right or Custom Choosing Custom opens the Margins
30. a two way arrow click and drag the border 86 WebFOCUS 3 Using the InfoAssist Application Window Hl Reference Field Image List In the Resources panel each field has an image associated with it The following table displays each image and describes what it represents A o peee C C C C C C ooo i ee mooo o peeo WebFOCUS InfoAssist User s Manual 87 Understanding the Resources Panel Reference Filter Area of the Query Design Pane The Filter area of the Query Design pane displays the filters that have been created for the selected report The filter area contains both advanced and simple filters as shown in the following image F Filter SF WHERE GGSALES SALESO1 REGION EQ Northeast OR West SF WHERE GGSALES SALESO1 PRODUCT EQ Biscotti OR GGSALES SALESO1 UNITS GE 85 Query E amp Sum E Dollar Sales a gey Product Region EH Across For more information on simple filters see Using the Field Tab on page 72 For more information on advanced filters see Using the Data Tab on page 57 Note The Filter area displays all created filters both active included and inactive excluded 88 WebFOCUS 3 Using the InfoAssist Application Window Using the Data Pane to Add Fields to a Report There are several ways that you can add data source fields to a report You can drag and drop double click or right click data source fields in the Data pane to add them to a Query field conta
31. all numeric fields when the primary sort field changes Selecting Recompute recalculates the result of a Compute command Recompute is similar to Subtotal in that it recalculates only at the specified sort break Recompute is not available for ACROSS fields For more information about these report options see Using Custom Reporting Features on page 136 WebFOCUS InfoAssist User s Manual TT Accessing Properties Using the Control Panel Style Provides styling options for reports and charts For a selected field in a report you can customize the font type font size font color and background color You can also justify text left center right style fonts bold italic underline and restore styling to the default values You can apply styling to the Data the default column Title or both the Data and column Title for the selected field in a report The Style group is shown in the following image Trebuchet MS 9 Em e aie a Title Style By U BEI Tee Sty Data Title Style For more information about styling reports see Styling Reports on page 121 Format Provides formatting options for virtual or column fields including Alphanumeric Integer Decimal Currency Percentage Comma and Decimal Spaces The Format group is shown in the following image H Format The drop down menu provides three field type options for the selected column which are Alphanumeric Integer and Decimal Selecti
32. all of the individual property icons The following image shows the expanded Features group Features When expanding a collapsed group the Control Panel collapses a neighboring group to make enough room to expand the selected group When a property control icon button or option in a pop up menu or dialog box is gray in color that functionality is not available for that report as it currently exists Some functionality is available for reports only charts only or compound documents only In some situations selecting one or more options makes other options incompatible with the previously selected ones As a result the incompatible options are gray and unavailable for selection InfoAssist automatically makes incompatible options unavailable gray as you create and modify a report Note For some icons their availability is a result of an administrative setting If you do not have access to that property contact your administrator to gain access WebFOCUS 3 Using the InfoAssist Application Window Using the Home Tab The Home tab enables you to control the most commonly used properties and options from the Format Design Filter and Report groups as shown in the following image TA El rn Format Data Slicers Layout View Lil Chart AX Data from Source F A PER HTML Report Query n ail eRe Report Format Design Filter The Home tab provides the following property control groups For
33. an existing report that is inserted into a compound document 244 WebFOCUS 6 Using Document View and Building Compound Documents Inserting Text and Images How to Insert Text Insert an Image With InfoAssist opened in Document view you can insert text and images onto the canvas Following the procedures below you can insert text and images into new compound documents and documents that are already populated with reports text and images Inserting text and images is a feature unique to Document view and cannot be done in Interactive Design view or Query Design view The following procedures detail how to insert text and images For more information on how to edit existing text and images see Editing Components in a Compound Document on page 248 Procedure How to Insert Text 1 With InfoAssist open in the Document view select the Insert tab from the Control Panel 2 Select Text in the Objects group as shown in the following image ee Image Objects WebFOCUS InfoAssist User s Manual 245 Building a Compound Document A text component will appear in the top left corner of the canvas with default text as shown in the following image 1M Ue Wie A San Home Insert Format Data Slicers Layout View Chart 3 Double click or right click the text component to edit the text For more information on editing and styling the text see How to Edit Text on page 260 Proc
34. browser window is opened and populated with the report output The output is not displayed in the Results Panel and an output tab is not added to the Navigation Taskbar Single Window When you select Single Window and run a report a new browser window is opened and populated with the report output As you modify the report the same browser window is refreshed each time the report is run If the browser window is closed and the report is run a new browser window is opened again and is refreshed for each subsequent run The output is not displayed in the Results Panel and an output tab is not added to the Navigation Taskbar Output View Options The following are output view options that you can select WebFOCUS 3 Using the InfoAssist Application Window Cascade When you select Cascade if multiple output windows exist they are cascaded diagonally across the Results Panel as shown in the following image This option does not affect open browser windows when you select New Window or Single Window Product Region State Unit Sales Dollar Sales Biscotti Midwest IL 29413 afe4l2 A 29188 S6e0y 7 Tx 2 Fale 346238 Northeast CT 46214 Toile lata fi 47064 p039 My 41964 b4e259 Southeast FL 40606 511597 GA PERRE n5231 TH 35349 A389 West CA 47760 A lk Wa 26676 328320 Capuccina Northeast CT 12386 158995 fh 1535 174344 Ny 17041 208756 Southeast FL 24143 317027 6A 352161 WebFOCUS InfoAssist User s Ma
35. city Store ID Date E Measures Properties E Sequence Unit Sales Dollar Sales Budget Units Budget Dollars Product Region Dollar Sales Capuccino Northeast 542095 Y Fiter Southeast 944000 West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 Query We X 717345 B Sum Dollar Sales E By Product Region a Across Unit Sales B Midwest E Northeast E Southeast E Viest 256 WebFOCUS 6 Using Document View and Building Compound Documents Note You can also select a field within the report by clicking the field in the Query pane of the Resources Panel Make sure that the report that contains the field you would like to edit is selected on the canvas You can now edit the selected report through right click commands which bring up the Context menu or use of Control Panel which contains options similar to those of the Context menu For more information on styling and customizing reports see Customizing and Styling Reports on page 119 Procedure How to Style and Customize a Chart When you click a component it enables you to perform functions such as moving and resizing as explained in How to Move a Component on page 251 After a single click the Control Panel can be used to affect all settings of the selected component except for fields You can double click or right click a component which allows you to select individual fields to be edited through the Cont
36. configuration 4 The front end you are using including vendor and release 4 The communications protocol for example TCP IP or HLLAPI including vendor and release 1 The software release Your server version and release You can find this information using the Version option in the Web Console The stored procedure preferably with line numbers or SQL statements being used in server access The Master File and Access File The exact nature of the problem 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 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 Is this problem reproducible If so how 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 Do you have a trace file How is the problem affecting your business Is it halting development or production Do you just have questions about functionality or documentation WebFOCUS Preface User Feedback In an effort to produce effective documentati
37. data exposes the reporting options f Untitled O gt Page 1 of i Region Hortheatt wiert Biscotti 145 242 1 507 005 70 436 S63 S65 Capuccino 44 785 547 095 FA 168 S95 495 Coffee Grinder 40 377 503 200 45 051 DERT Coffee Fot 46 185 540 780 47 457 615 624 Croissant 137 394 1 670 818 197 022 2455 601 Espresso 63 127 50 107 71 675 307 617 Latte TIT 2 771 815 215 920 2 670 405 AAU a1 aT 1 144 211 33 551 1 155 664 Score 70 732 407 171 TL TI 412565 Thermos 604 045 45 645 571 368 4 fill 110 WebFOCUS 3 Using the InfoAssist Application Window The following image shows PDF report output displayed with an output location of new window ca ggsales 6 ASS Cal De Qe ri of Shi mS Product Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Latte Mug Scone Thermos Northeast Unit Sales 145242 44785 40977 46185 137394 68127 222866 91497 70732 48870 WebFOCUS InfoAssist User s Manual Dollar Sales 1802005 542095 509200 590780 1670818 a50107 2771815 1144211 407171 604098 West Unit Sales Dollar Sales TG 71168 42081 47432 197022 71675 213920 73851 Tarr 45648 B63866 B95495 601436 611624 2425601 907617 2670405 1188664 912866 571268 Understanding the Results Panel The following image shows active PDF report output displayed with an output location of new window i ggsales 0 saa 10 of 10 records Page 1 of 1 R
38. dialog box as shown in the following image where you can set specific margins as needed LI Margins x Top 0 0 inches Bottom 0 0 inches Left 0 0 inches Right 0 0 inches wi OK Reset cancel Selecting Orientation enables you to set the orientation of your report to portrait or landscape Selecting Size enables you to select the size of the paper for printing output You can choose A3 A4 A5 Letter Legal Tabloid or PowerPoint Selecting Units enables you to select the unit of measurement used for customizing the dimensions of your report or chart You can choose Inches Centimeters Points or Pixels For reports only selecting Page Numbers enables you to select page numbering options You can choose one of the following No Lead no space for headers 4 On page numbers only in headers 4 Off space for headers but no page numbering The Page Numbers value is overridden by header and footer text options Size amp Arrange Provides Height and Width Auto Overflow Aspect Ration Autofit and Align buttons The Size amp Arrange group is only available in Document view For more information on using the options available in the Size amp Arrange group to layout components in a compound document see Editing Components in a Compound Document on page 248 WebFOCUS InfoAssist User s Manual 65 Accessing Properties Using the Control Panel Report Provides the Cell Padding reports only and Autofit Column
39. grayed out and inactive The Excel output types are explained in the following table Excel 2007 Interactive view Outputs the report in Excel 2007 format ees only Query Design view reports only Excel 2000 J Interactive view Outputs the report in Excel 2000 format reports and charts Query Design view reports and charts Document view WebFOCUS 4 Customizing and Styling Reports Excel Formula Interactive view Outputs the report in Excel with pivot reports only table processing Query Design view reports only Excel Pivot Interactive view Outputs the report using native Excel reports only formulas for totals and computed values Query Design view reports only Styling Reports In this section Changing a Field Format How to Perform Report Level Styling Style Data and Column Titles in a Report Add Headings and Footings to a Report Style Headings and Footings in a Report Style Rows of Data With Alternating Colors in a Report Apply Traffic Light Conditional Styling to Data in a Report Use Cell Padding in a Report You can apply custom styling to specific areas of a report When creating a report in InfoAssist you can perform the following styling customization 4 Global styling for the entire report For details see How to Perform Report Level Styling on page 122 Style data and column titles For details see How to Style Data and Column Titles in a Report on page 123 J S
40. group of the Series tab 6 Run the report The chart displays the selected trendline option The following image shows a trendline that is displayed with the Linear option The mathematical equation for the option is displayed above the trendline y 118 22726K x 3 96538M Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Thermos Product HM DollarSales E Quantity WebFOCUS InfoAssist User s Manual 181 Using Custom Chart Features Procedure How to Customize the Display of Axis Labels 182 You can display hide stagger and rotate both the X Axis 01 labels and the Y Axis Y1 labels by making selections in the Axes drop down menu A 2 Create a chart Click the Format tab in the Control Panel Click Axes in the Labels group In the drop down menu that opens select or deselect any of the following axis display options l l l l l l Show O1 Axis Labels selected by default Show Y1 Axis Labels selected by default Stagger O1 Axis Labels Stagger Y1 Axis Labels Rotate O1 Axis Labels Rotate Y1 Axis Labels The two Rotate options provide a choice of None the default value 45 90 and 270 degrees To select or deselect other axis display options repeat steps 3 and 4 Run the report WebFOCUS 5 Creating and Customizing Charts ll The selected axis display options appear on the chart The following is an example of a bar chart with both the Rotate O1 Axi
41. labels on a chart For details see How to Customize the Display of Axis Labels on page 182 Customize the display of legend labels on a chart For details see How to Customize the Display of Legend Labels on page 183 Add data labels to a chart For details see How to Display Data Labels on page 185 Customize the display of markers on line and scatter chart types For details see How to Customize the Display of Markers on page 186 Display line charts using smooth lines For details see How to Display Smooth Lines on page 188 After you have designed a chart with the desired custom features you can make it more meaningful by adding a page heading and page footing For details see Adding a Page Heading and Page Footing to a Chart on page 189 How to Rotate a Chart You can rotate bar line and area chart types to change the orientation of the data et gd Create a chart Click the Format tab in the Control Panel Click Rotate in the Features group Run the report WebFOCUS 5 Creating and Customizing Charts fl The chart is rotated 90 degrees clockwise The following is an example of a bar chart that is rotated Biscotti Capuccino Coffee Grinder Coffee Fot Croissant 5 z ko ee Espresso Latte hkg Scone Thenrias 4M BM 10M Eo DollarSales B Quantity Procedure How to Display Reference Lines Reference lines draw attention to specific data locations on a chart You can add up to three hori
42. list which unpins a pinned report from the pinned reports list L Clear unpinned list which clears all reports from the recent items list Quick Access Toolbar Reference 36 Reference New Icon Undo and Redo Icons The Quick Access toolbar located to the right of the Application Main Menu button is always visible no matter which options are selected It provides access to the most commonly used functions From left to right you can select New create a new report chart or compound document Open an existing report Save Undo Redo View code and Run as shown in the following image amp E Insert Format Data Slicers Layout View New Icon The New Ld icon allows you to create a new report chart or compound document The exact functionality of the New icon depends on your current InfoAssist session WebFOCUS 3 Using the InfoAssist Application Window Opening a Reporting Object through InfoAssist and then clicking the New icon will result in a new report being generated from the Reporting Object You will be prompted to choose the type of report you wish to create from the Reporting Object as shown in the following image Getting Started Help H InfoAssist Help Build a Chart Online Forum Build a Document Ue Open Existing Item Change Default Options Close Application WebFOCUS InfoAssist User s Manual 37 Quick Access Toolbar Reference 38 Open
43. measure fields in the report The following image shows the Select drop down menu for a report with four measure fields Unit Sales Dollar Sales Budget Units and Budget Dollars All Series All Series Series 0 Unik Sales Series 1 Dollar Sales Series z Budget Units Series 3 Budget Dollars Properties Provides the Data Position Data Labels Type Trendline and Equation options to further enhance a chart as shown in the following image EEE oo B i B add al w T T T Data Data Type Trendlin Equation Position Labels Properties Selecting Data Position opens a drop down menu with options for selecting a location at which to display data values as labels on a chart The choices are Above the default 4 On top edge 4 Below top edge 4 Center Base For more information see How to Display Data Labels on page 185 Selecting Data Labels enables you to add labels to a chart or remove them Selecting Type opens a drop down menu with options for selecting different chart types The choices are None the default Bar Line and Area WebFOCUS 3 Using the InfoAssist Application Window Hl As shown in the following image selecting Trendline opens a drop down menu that provides options for adding a trendline to a chart The choices are None the default Linear Quadratic Polynomial Hyperbolic Logarithmic Modified Hyperbolic Rational Exponenti
44. name click one of the following relational operators Equal to Not equal to 4 Greater than 4 Less than Greater than or equal to WebFOCUS InfoAssist User s Manual 201 Designing a Chart in Active Preview 4 202 J Less than or equal to In the field to the right of the operator drop down menu type the desired value for the condition WebFOCUS will display data values that meet the criteria in green in the chart output Alternatively you can click an option in the Values drop down menu and double click the desired data value in the Data Values dialog box that opens As shown in the following image from the Values drop down menu you can click Fetch All Values from Source Fetch Values from Disk File Fetch First Value in Source Fetch Last Value in Source Fetch Minimum or Fetch Maximum Fetch All values From Source Fetch Values From Disk File Fetch First Value in Source Fetch Last value in Source Fetch Minimum Fetch Maximum Click Add New The red light selection fields are displayed in the Traffic Light Condition dialog box where you can select and type red light criteria From the red light drop down menu click the desired relational operator In the field to the right of the red light drop down menu type the desired value for the condition WebFOCUS will display data values that meet the criteria in red in the chart output Alternatively you can click an option in the Values drop do
45. of report output when you select the Subtotal option WebFOCUS Product Biscotti TOTAL PRODUC Capuccino a TOTAL Product iD Unit Sales 46214 40606 43639 47064 91964 35349 7S io 12386 24143 21922 15358 17041 21599 118049 37 f A JOL 1 4 Hi Dollar Sales 589355 ali ael Inal ar usg 642259 430009 I 317047 352161 17444 208756 2740132 6095 58995 4 Customizing and Styling Reports Procedure How to Add Column Totals to a Report 1 Select the Home tab in the Control Panel 2 Select Column Totals from the Report group 3 Run the report Selecting Column Totals adds a grand TOTAL row at the bottom of the report that sums numeric data in each column as shown in the following image Product Capuccino Espresso Region Northeast southeast West Wligwest Northeast Southeast West Widest Motheast Southeast Wiest TOTAL 17231455 WebFOCUS InfoAssist User s Manual Dollar Sales 42095 444000 095495 1294947 090107 EE g0761 7 2003566 att bod 2617036 2670405 141 Using Custom Reporting Features Procedure How to Add Row Totals to a Report Procedure 142 1 Select the Home tab in the Control Panel 2 Select Row Totals from the Report group 3 Run the report Selecting Row Totals adds a grand TOTAL column to the right side of the report that sums numeric data in each row as shown in the following image Product Capuccin
46. or Underline icon to style the selected font 4 Font color Click the Font Color icon to open the Color dialog box where you can select the font color 4 Background color Click the Background Color icon to open the Color dialog box where you can select the background color 4 Reset styles Click the Resetting styles icon to reset all the options to the default styles from the template Procedure How to Style Rows of Data With Alternating Colors in a Report You can style rows of data with alternating colors in the report output for the selected data source field 1 Select the Home tab on the Control Panel 2 Select Banded in the Report group WebFOCUS InfoAssist User s Manual 127 Styling Reports The Color dialog box opens as shown in the following image Color Hues oH Red 255 Sat 0 Green 955 Lum 100 Blue 255 lt Selected Color L Transparent Cancel 3 Click a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box You can also select colors by typing numbers in the Hue Sat and Lum fields or in the Red Green and Blue fields You can also use the up and down arrows next to each field to set numeric values Make sure that the selected color appears in the Selected Color field and that the Transparent check box is not selected 4 Click OK 5 Run the report 128 WebFOCUS 4 Customizing and Styling
47. reports only buttons which enable you to customize report spacing settings Selecting Cell Padding opens the Cell Padding dialog box From that dialog box you can set specific values to control the amount of space inserted between rows and columns in a report For more information see How to Use Cell Padding in a Report on page 132 Selecting Autofit Column limits the width of columns in a report to be no wider than the largest value in each column Autofit Column is selected by default Using the View Tab The View tab provides access to report design viewing properties and options in the Design Show Hide Data Panel Query Panel Output Window and Query groups as shown in the following image Sno 35 EV Za me se 2 ajil Output i Interactive Document Logical Structured E Tree Location a Design Show Hide Data Panel Query Panel Output Window Report The View tab provides the following groups and options Design Enables you to toggle between Query Design view Interactive Design view and Document Design view as shown in the following image Once Document view is selected you cannot toggle back to Query or Interactive view Interactive Design Selecting Query Design view displays the Query Design pane in the Results Panel providing a larger area for creating the report By default the Query Design pane is displayed in the lower half of the Resources Panel Selecting Interactive Des
48. s868 This 1s a sub heading Capuccino Mortheast ngea Southeast 344000 West Sangap This is a sub heading Coffee Gonder Midwest 619154 Northeast 50300 Southeast eG an West 603436 WebFOCUS InfoAssist User s Manual 143 Using Custom Reporting Features Procedure Procedure 144 How to Add Pop Up Titles to a Report 1 Select the Format tab in the Control Panel 2 Click Title Popup in the Features group 3 Run the report Selecting Title Popup displays pop up titles when the mouse pointer hovers over any column title in the report output as shown in the following image Product Store ID Unit Sales Biscotti Number of units sold How to Add Data Visualization Bars to a Report You can add data visualization bars to the report output for a selected numeric data source field 1 Select the desired numeric data source field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select Data Bars from the Specific group 3 Run the report A data visualization column is added to the right of the selected numeric data source field to display values in each row The column uses horizontal bars that extend from left to right in varying lengths depending on the corresponding data values The following image is an example of report output when you select the Data Bars option WebFOCUS 4 Customizing and Styling Reports Product State Unit Sales Dollar Sales Biscotti 5849355 51
49. select here is the one you will begin with you can add more at any time For more information on adding additional data sources see Using the Data Tab on page 57 How to Access Document View By Opening an Existing Item From the Splash Screen You can access existing compound documents in Document view from the InfoAssist splash screen Note The following procedure assumes that Show splash screen is selected in the Options dialog box If the splash screen is not the default and you would like to alter the User Options see Changing User Preferences on page 26 WebFOCUS InfoAssist User s Manual 225 Accessing Document View 1 Open InfoAssist as described in Launching InfoAssist on page 18 After you launch InfoAssist the splash screen appears 2 Select Open Existing Item as shown in the following image InfoAssist Fj WebFOCUS Version 7 7 02 Getting Started Help Build a Report H InfoAssist Help Build a Chart 0 Online Forum Build a Document D Open Existing Item Change Default Options Close Application 3 Select one of the compound documents which are represented by the Document icon 226 WebFOCUS 6 Using Document View and Building Compound Documents ll 4 Click OK InfoAssist opens the compound document in Document view Note If you select a single report in step 3 InfoAssist will open the report in either Query Design view or Interactive Design view To view a copy of t
50. the OLAP panel hides access to the OLAP panel 152 WebFOCUS 4 Customizing and Styling Reports i 4 Selecting Dimension filtering enabled provides a secondary positioning option allowing placement of the filters on the Top default or Bottom of the report Note If the Dimension filtering enabled option is deselected at any time the position option resets to Top 4 Selecting Dimensions grouped in tabs means that the dimension filters are grouped into tabs based on hierarchy within statements in the metadata 4 Selecting an Auto drill option which is set to None by default can only be changed in the Auto Drill amp Analysis dialog box The dialog box has the following options for auto drill Dimensions enables automatic drill downs on dimensions in both reports and graphs Dimensions and Measures the default enables automatic drill downs on dimensions in both reports and graphs and also on measures in reports None disables automatic drill downs 4 Run the report Selecting an option from the OLAP group such as OLAP panel is accessible generates output that invokes OLAP processing The following image is an example of an OLAP report The OLAP button below the report launches the OLAP Control Panel when clicked Biscotti Capuccina Coffee Grinder Coffee Pot Croissant Espresso Latte Aug Scone Thermos Food Coffee Gifts Gifts Food Coffee Coffee Gifts Food Gifts WebFOCUS InfoAssist User s M
51. the report 206 WebFOCUS 5 Creating and Customizing Charts ll In the following sample output each bar in the single series report is displayed in a different color i unt a an a E m Customizing the Background and Frame How to Customize the Background Color Remove 3D Depth From a Bar Chart You can adjust the appearance of the background and frame to achieve a visual effect that is different from the default 4 The background of a chart is the area around the frame By default the background color is white which you can change The background right click menu also has an option to restore the legend if you have chosen to suppress it WebFOCUS InfoAssist User s Manual 207 Designing a Chart in Active Preview The following image shows the menu that is displayed when you right click the background of a bar chart dry Background Color w Show legend Wlidwwest Northeast Southeast Region E Collar Sales E Budget Dollars L The frame of a chart is the area that contains the plot points It is also the area in which horizontal and vertical grid lines are drawn By default the frame color is light gray and the frame depth is 3D You can change the frame color and the depth The following image shows the menu that is displayed when you right click a frame on a bar chart In the image the Show 3D option is On the default Frame Color On OFF Midwest Northeast Southeast West Region E
52. the report using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Procedure How to Insert a Report With Right Click In Document view you can insert reports in a number of ways Inserting reports by right clicking a data source field in the Resources panel can be accomplished in the Query Design view Interactive Design view and Document view To insert a report make sure that no report is actively selected on the canvas and Report is selected in the Destination group of the Format tab This option is also on the Home tab in the Format group 1 You cannot insert a new report with a right click if a report is actively selected If a report is selected click the canvas to deselect the report and make the canvas the active object 2 Select the Format tab from the Control Panel 240 WebFOCUS 6 Using Document View and Building Compound Documents 3 Select Report in the Destination group as shown in the following image Ly a e J Run Home Insert Format Data Slicers Layout View bh 8 aha aht Doet iD a HTML Active PDF Active t InfoMini Navigation Features Report Flash PDF 2000 X Output Types Destination l Note Report can also be selected from the Home tab in the Format group 4 Right click a data source field in the Data pane of the Resources Panel A menu will a
53. to charts or charts to reports in a single click 4 Analyze multiple reports and charts simultaneously using advanced tiling options to view data from multiple perspectives Output report data in a variety of formats including HTML active reports active Flash PDF active PDF Excel and PowerPoint InfoAssist is a Rich Internet Application RIA that uses AJAX Asynchronous JavaScript and XML technology It delivers its cutting edge functionality using a familiar Microsoft Office like interface This highly intuitive environment shields users from the underlying technical complexities associated with ad hoc reporting features while providing access to all the functionality needed to address mission critical information requirements This powerful ad hoc reporting tool enables rapid and efficient design and deployment of reports and charts It uses an interactive and fully customizable WYSIWYG What You See Is What You Get development environment Users receive instant feedback throughout the development process to ensure that reports and charts are properly built InfoAssist offers ad hoc reporting in a single thin client environment There is no software to install no desktop clients to maintain and no user licenses to track It is a RIA that makes desktop style ad hoc applications readily available using the Web to business users across your enterprise Note If you manually edit a report created with InfoAssist do not del
54. type of chart click the numeric measure field in the Query Design pane click the Series tab click Type in the Properties group and click Line Use this technique to create a combination chart that displays different types of chart data for example bar or line for different measure fields Click the Series tab and click Smooth Line in the Line group Run the report 188 WebFOCUS 5 Creating and Customizing Charts In the following combination chart the Line type and smooth lines were applied to the Dollar Sales field The Bar type was applied to the Quantity field Biscotti Capuccino Croissant Espresso Product wie DollarSales B Quantity Adding a Page Heading and Page Footing to a Chart How to Add a Page Heading and Page Footing to a Chart Control the Rendering of a Page Heading and Page Footing Page headings and page footings supply context and key information about a chart such as its purpose audience and author Page headings and page footings also enhance visual appeal The first procedure in this topic describes how to add a page heading and page footing to a Chart The second procedure describes how to control the way in which a page heading and page footing are rendered on a chart at run time This is an optional feature that extends your capabilities when working with page headings and page footings Procedure How to Add a Page Heading and Page Footing to a Chart In this procedure you will add and s
55. value of the primary sort field changes Each page includes a new set of column titles as shown in the following image Product Region Dollar Sales Biscotti Midwest 1091727 Northeast 1802005 Southeast ba Lara ee West Hh 38H8 Product Region Dollar Sales Capuccino Northeast 542095 Southeast 444000 West 095495 Product Region Dollar Sales Coffee Grinder Midwest 619154 Mortheast 509200 Southeast mae fi West 603436 WebFOCUS InfoAssist User s Manual 139 Using Custom Reporting Features If you select Line Break a new divider line is inserted in the report output every time the value of the primary sort field changes as shown in the following image Product Hiscotti Capuccino Coffee Grinder Coffee Pot Region Midwest Northeast Southeast West Morheast Southeast West Midwest Northeast Southeast West Midwest Northeast Southeast vest Dollar Sales 1091727 1802005 1505717 iaeiiai 542095 444000 095495 619154 509200 a FF E034 36 599670 590780 645303 613624 Procedure How to Add Subtotals to a Report 140 1 2 3 Select a By sort field in the Query Design pane The Field tab is displayed in the Control Panel Select Subtotal from the Break group Run the report Selecting Subtotal inserts a line descriptive text TOTAL FIELD Value and subtotals for all numeric fields every time the value of the primary sort field changes The following image is an example
56. 1597 gaa l 570391 642259 40004 Capuccino 1584995 317027 352161 qr4a4d 208756 274812 Procedure How to Display Measure Data Using Aggregation Options in a Report You can display numeric measure data using a variety of aggregation type values other than the default of Sum 1 Select the desired numeric measure data source field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select Aggregation from the Specific group or right click the selected measure field and select Aggregation Functions WebFOCUS InfoAssist User s Manual 145 Using Custom Reporting Features 3 Inthe Aggregation Functions drop down menu that opens as shown in the following image the choices are Sum Average Count Count Distinct Percent of Count First Value Last Value Maximum Minimum Total Percent Row Percent and Average Square Sum Average Count Count Distinct Percent of Count First value Last Value Maximum Minimum Total Percent Row Percent average Square If you change the Measure field container from Sum to Print Count or List it overrides all assigned aggregation type values The following image is an example of the MIN minimum MAX maximum and AVE average aggregation prefix operators added to measure fields in the Query Design pane Query Se Sum MIN Unit Sales MAX Unit Sales AvE Dollar Sales El HH By Region Product H Across 4 Run the report
57. 2 Click the Series tab in the Control Panel 3 From the drop down list in the Select group click the series field to which the marker will apply 4 Click Marker in the Line group 186 WebFOCUS 5 Creating and Customizing Charts 5 6 In the marker drop down menu that opens click the desired marker shape The options are None Square the default Circle Diamond Plus Triangle Down Triangle Up Triangle Right Triangle Left Pirate Plus House Hexagon Fat X Five Star Six Star Hourglass Sideways Hourglass and Line as shown in the following image Mone Square Circle Diamond Plus Triangle Down Triangle Up Triangle Right Triangle Left Pirate Plus House Hexagon Fak s Five Star Six Star Hourglass Sideways Hourglass Line If applicable repeat steps 3 4 and 5 to select different markers for other series in the report 7 Run the report WebFOCUS InfoAssist User s Manual 187 Using Custom Chart Features The chart displays the selected marker shapes The following image shows the Square marker for Dollar Sales and the Circle marker for Quantity The markers are used to display points of data on the line chart They are also used in the legend to identify the data that is displayed 06 oy Month wf Dollar Sales Quantity Procedure How to Display Smooth Lines 1 Create a chart and do one of the following 4 Click the Format tab and click Line in the Chart Types group 4 In any
58. 345 lif Measure Sum Unit Sales lif Pie slices E lf Category Region Note You can also select a field within the chart by clicking the field in the Query pane of the Resources Panel Make sure that the chart that contains the field you would like to edit is selected on the canvas You can now edit the selected chart through right click commands which bring up the Context menu or use of the Control Panel which contains options similar to those of the Context menu For more information on styling and customizing charts see Creating and Customizing Charts on page 159 How to Edit Text When you click a component you can perform functions such as moving and resizing as explained in How to Move a Component on page 251 You can double click or access the Context menu by right clicking a component The procedure below applies only to text Reports can be edited and styled and have a context menu that is covered in How to Style and Customize a Report on page 255 Charts can be edited and styled and have a context menu that is covered in How to Style and Customize a Chart on page 257 Images cannot be edited 1 Open or create a compound document with at least one text component 2 Click the text WebFOCUS 6 Using Document View and Building Compound Documents Sizing handles appear around the border as shown in the following image N Document HA JO mouble click to edit me Product Region Dollar Sales 5 Capucc
59. 353368 4379994 350948 4415406 349829 4308731 234455 2986240 356763 4473517 4523 340234 4202337 4183244 A 2977092 Diff g ey f Filter values Subtotal Creating Customized Report Outputs In addition to HTML active report active Flash PDF active PDF Excel and PowerPoint output formats you can create the following custom report output formats L OLAP To view output with OLAP functionality For details see How to Create OLAP Reports on page 151 150 WebFOCUS 4 Customizing and Styling Reports ll Table of Contents To view output for individual values of the first sort BY field one value at a time For details see How to Create Table of Contents Reports on page 154 Freeze To view output with column titles that freeze remain in view when you scroll through pages of the report output For details see How to Freeze Column Titles in a Report on page 155 4 Pages On Demand To view output one page at a time and use a menu bar at the bottom of the report output from which you can view any specific page You can also click an arrow to move forward a page move backward a page go to the first page or go to the last page For details see How to Create Pages On Demand Reports on page 156 4 Accordion To view output that is expandable for each vertical sort field This option displays data values only for the first vertical sort field when you first view the output You can manually expand your vie
60. 54 160 Color Mode 199 column totals in reports 141 combination charts 188 compound documents 230 Control Panel 39 creating a new compound document 224 custom chart features 173 custom report features 136 customizing axis labels 182 213 axis titles 216 background color 209 2 1 Index customizing continued chart background 207 charts 173 data labels 185 frames 207 grid lines 212 legends 183 220 markers 186 report output 150 series 197 D data labels 185 Data pane 89 Data Panel group 67 Data Source group 62 Data tab 57 58 62 Calculation group 57 Data Source group 62 Filter group 58 deleting components 264 Design group Home tab 42 View tab 66 Destination group 51 E elements 196 embedding page headings and footings 192 Excel output for reports 120 F Field tab 72 76 77 78 79 80 Break group 77 Filter group 72 2 8 Field tab continued Format group 78 Links group 80 Sort group 76 Specific group 79 Style group 78 Visibility group 80 Filter group Data tab 58 Field tab 72 Home tab 43 Format group Field tab 78 Home tab 41 Format tab 50 51 52 54 55 chart types for Charts group 54 Charts group 52 Destination group 51 labels for Charts group 55 Navigation group 51 Output types group 50 Report group 52 frame elements 209 frames 207 freeze column titles in reports 155 G getting started 21 graph types 161 grid line elements 213 grid lines 179 212 H
61. 7 West Capuccino 44785 Mortheast Coffee 186534 West Coffee 4oo77 Northeast Northeast z Grinder Grinder Coffee 190695 West Coffee 46185 Northeast Pot Pot Southeast Croissant 630054 West Croissant 137394 Northeast Espresso SOB386 West Espresso 66127 Northeast Latte BFe063 West Latte 222866 Northeast West hug 360570 West hug 91497 Northeast Scone 333414 West Scone 0732 Northeast Capuccino Northeast Thermos 190081 West Thermos 48870 Northeast Southeast L Switch When you select Switch a drop down menu opens where you can select any active report to view the output The selected report is loaded into the output window or browser window depending on the selected output window or tab option Reference Output Format Options The Output window can display report output in any of the supported formats which include HTML active report active Flash PDF active PDF Excel formats and PowerPoint For more information on the additional Excel formats available for reports see Excel Output for Reports on page 120 WebFOCUS InfoAssist User s Manual 107 Understanding the Results Panel 108 city Store ID E Measures F Filter 2 Query Sequence Date El Unit Sales Dollar Sales Budget Units Budget Dollars E sum a a Eey a a UNITS DOLLARS PRODUCT REGION RegionalSales 0 Product Biscotti Capuccino Coffee Gnnder Coffee Pot Croissant Region Widest Nort
62. Bars Aggregation Functions and Traffic Light Conditions options lF Filter values J Sort I Visibility H kE Change Title S Edit Format More X Delete 94 WebFOCUS 3 Using the InfoAssist Application Window H Right clicking a By field in a report displays the Filter Values Sort Break Visibility Change Title More and Delete options as shown in the following image You can select more to access the Traffic Light Conditions option Y Filter Values Ag Sort Break visibility k Change Title More x Delete Right clicking an Across field in a report displays Filter Values Sort Break Visibility Change Title and Delete options as shown in the following image Y Filter Values J Sort p Break d E visibility k Change Title x Delete Chart When you create a chart the Query field containers in the Query Design pane include Measure Sum X Axis Legend Series and Coordinated for Compound documents only Right clicking a Measure Sum field in a chart displays the Filter Values Visibility Change Title More and Delete options as shown in the following image You can select more to access the Aggregation Functions and Traffic Light Conditions options Y Filter Values E Yisibility k Change Title More x Delete WebFOCUS InfoAssist User s Manual 95 Understanding the Resources Panel Ri
63. CUS InfoAssist User s Manual 163 Selecting a Chart Type The following is an example of a basic area chart 45M 4M 3 5M 3M 2 5M 2M 1 5M 1M 500K O6 OF Month MB DollarSales E Quantity XY plot charts There are three different types of XY plot charts Scatter Scatter charts share many of the characteristics of basic line charts You can plot data using variable scales on both axes When you use a scatter chart the data is plotted with a basic line pattern so that you can visualize the density of individual data values around particular points or discern patterns in the data A numeric X axis or sort field always yields a scatter chart by default Scatter charts and line charts are distinguishable from one another only by virtue of their X axis format Line charts can appear without connecting lines making them look like scatter charts and scatter charts can appear with connecting lines making them look like line charts 164 WebFOCUS 5 Creating and Customizing Charts The following is an example of a basic scatter chart 350K 300 250K 200K E S 150K 100K e SOK 200 of Units Polar Polar charts share characteristics with scatter charts Only one column field is allowed in the following order X degree for the column field and Y distance from the center for the Across By field Bubble Bubble charts display three dimensions requiring three column fields represen
64. Dollar Sales Budget Dollars The frame element does not apply to the pie 3D spectral map or pareto chart type 208 WebFOCUS 5 Creating and Customizing Charts The options for the background and frame elements are described in the following table Background Background Color Enables you to specify the color of the background using the Color dialog box For instructions see How to Customize the Background Color on page 209 Show legend Controls the display of the legend on the background When selected it displays the legend When deselected it Suppresses the display of the legend Frame Color Enables you to specify the color of the frame using the Color dialog box Show 3D Controls the depth of the frame The default value On renders the frame in 3D depth The value Off renders the frame in one dimension For instructions see How to Remove 3D Depth From a Bar Chart on page 211 Procedure How to Customize the Background Color In this procedure you will change the color of the background of a chart from white the default to a color of your choice 1 In Interactive Design view right click the background of your chart The following menu is displayed Background Color we Show legend 2 Click Background Color The Color dialog box opens 3 Select the color of your choice WebFOCUS InfoAssist User s Manual 209 Designing a Chart in Active Preview When selecting colors you can c
65. EES 237 Inserting Reports From Multiple Data SOUICES ccccceceeeeeeeeeeeeaeeaeeseeeeeaeeaseneeees 242 inserting an EXISUING Repor cseccatseasdsnsemssetscnecdcecned scabsescasuadcetexncentamenstencadiwnlanesazacens 244 Mserunge Text ANG MOS CS sessir e Era E EEEE E 245 Editing Components in a Compound DOCUMeEnNt sssssesssrersnnnrrrrrrnnrrrrrnnnnrrrrnnnnrrrene 248 Adding Active Technologies Form Controls to a Compound Document ceceeeeeeee eens 265 Associating a Field With a COntrol cccccccccceceeceeceseeeeeeeseeseeeeseaeeseeseaseseeteaeentanes 266 Using the Active Dashboard Properties Dialog BOX ccccccceeeeeeeeeeeeeeeeeeeeeneeaeeaeens 2 0 Reade r Comment S sosssisis1aininninnnnnnnn nan 283 WebFOCUS InfoAssist User s Manual 5 Contents 6 WebFOCUS WebFOCUS Preface This documentation describes how to use the WebFOCUS InfoAssist application It is intended for users that need to create modify and run reports Contact your local Information Builders account manager to learn how to license and enable this new capability Note The WebFOCUS toolset generates the rich FOCUS fourth generation language While this language is very extensive the WebFOCUS toolset only supports a subset of the language and only specific syntax constructs While the user can manually modify the content of these WebFOCUS procedures files there is no guarantee that the user will be able to open the modif
66. Eo e H c ee Silas D Cinela Promot Eer TPA E Fogi BZ U B z a F Tide Stylz amp S Format Specific z Links eA FS Eee Sort Break WebFOCUS InfoAssist User s Manual 255 Building a Compound Document 3 Right click the report and select Edit Report as shown in the following image View Field y Exclude Filtar tnelide Prompt State City Store ID B Date E Measures Properties Seen eee eee Ree EEE EERE EERE EERE E NEESER EERE EEE OE EEE EEE EE EEE EE EEE EE EE EEE EERE EEE EERE SEES EE EE EEE EE REESE SEER SEES EEE EEEEEEEEEEEE SESE SEES EE EEE REESE SHEE ESHER EE SEER EEE EEE EES Sequence Unit Sales Dollar Sales Budget Units Budget Dollars Product Region Dollar Sales Northeast 542095 Southeast 944000 Capuccino Y Fiter 2 West 895495 Espresso Midwest NTE BE oa Southeast x Delete Query West B Sum Dollar Sales Unit Sales ga z By E Midwest E Northeast E Scutheast E Vost Product Region za Across Note You can also activate the report by double clicking it which has the same functionality as right clicking and then selecting Edit Report 4 You can now select fields within the report Select a field by clicking it in the canvas and take note of the now active groups on the field tab as shown in the following image State
67. Espresso 101154 68127 68030 56233 Store ID lt Note The rank column can now be edited and formatted like any other column with the following exceptions 4 The only formatting that can be applied is Traffic Light Conditions I It cannot be hidden You cannot insert breaks or a filter No column can be moved in between the rank column and the column it is ranking Procedure How to Limit the Variables of a Column in a Report 138 You can limit the number of unique variables that appear in a column using the Limit drop down menu available in the Sort group of the Fields tab when a column is selected Note The Limit option can also be accessed by right clicking a column and accessing the Limit option through the context menu 1 Select a By or Measure field in the Query Design pane The Field tab is displayed in the Control Panel WebFOCUS 4 Customizing and Styling Reports 2 Enter a number or select a number from the Limit drop down menu in the Sort group The field will now be limited to the entered number of unique values Procedure How to Add Page and Line Breaks to a Report You can add page breaks and line breaks to report output for the primary sort field 1 Select a By sort field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select Page Break or Line Break from the Break group 3 Run the report If you select Page Break a new page is created every time the
68. Home tab in the Format group 1 With InfoAssist open in Document view select the Format tab from the Control Panel 2 Select Report in the Destination group as shown in the following image TAJ Run Home Insert Format Data Slicers Layout View TOETER ET HTML Active PDF Active PowerPoint InfoMini Navigation Features Report Mash Output Types a Destination Note Report can also be selected from the Home tab in the Format group 3 Select a data source field from the Data pane in the Resources Panel and drag it onto the Layout Canvas Make sure that you drop the data source field onto an open area of the canvas and not on top of another chart or report 238 WebFOCUS 6 Using Document View and Building Compound Documents l A report with the selected data source will appear in the Results panel as shown in the following image IN Document MODEL 100 LS 2 DOOR AUTO 2000 4 DOOR BERLINA 2000 GT VELOCE 2000 lt SPIDER VELOCE 00 0 INTERC EPTO R III TR VI2XKE AUTO XJ12L AUTO A w lt You can now add fields to the report using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Procedure How to Insert a Report With Double Click In Document view you can insert reports in a number of ways Inserting reports by double clicking a data source f
69. Horizontal Bi Polar Clustered Bar Reference Pie Chart Types The following table lists the available pie chart types Reference Line Chart Types The following table lists the available line chart types Available Line Chart Types Vertical Absolute Line Horizontal Absolute Line 170 WebFOCUS 5 Creating and Customizing Charts i Horizontal Stacked Line Horizontal Dual Axis Absolute Line Horizontal Dual Axis Stacked Line fmiatne Reference Area Chart Types The following table lists the available area chart types nee Reference XY Plot Chart Types The following table lists the available XY plot chart types Available XY Plot Chart Types XY Scatter XY Polar WebFOCUS InfoAssist User s Manual 171 Selecting a Chart Type Reference 3D Chart Types The following table lists the available 3D chart types oronro Reference Stock Chart Types The following table lists the available stock chart types Available Stock Chart Types Stock Hi Lo Stock Hi Lo with Volume Stock Hi Lo Open Close Stock Hi Lo Open Close with Volume Open Hi Lo Close Candle Stock Open Hi Lo Close Candle Stock with Volume Reference Special Chart Types The following table lists the special chart types that are available to you Special Chart Types 172 WebFOCUS 5 Creating and Customizing Charts i Special Chart Types Vertical Box plot Horizontal Box plot Using Custom Chart Features How
70. Infarmation Builders WebFOCUS WebFOCUS InfoAssist User s Manual Version 7 Release 7 02 DN4501033 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 PP OTAGC OC sirnani Rai 7 Documentado CONVENU OU S rssi E r 8 REICO PUBIC OUD IS i E a a E tee da cementiencemste 9 CUStomer SUDDO oeie
71. Inserts a grand total column to the right side of the report to sum numeric data in each row For details see How to Add Row Totals to a Report on page 142 WebFOCUS 4 Customizing and Styling Reports Procedure Sub Head Adds a subheading just below the column titles in the report output when the primary sort field changes For details see How to Add Subheadings and Subfootings to a Report on page 142 Sub Foot Adds a subfooting at the end of the data on each page of the report output when the primary sort field changes For details see How to Add Subheadings and Subfootings to a Report on page 142 Pop up Titles Adds pop up titles to report output when the mouse pointer hovers over a column title For details see How to Add Pop Up Titles to a Report on page 144 Data Bars Adds data visualization bars to numeric data For details see How to Add Data Visualization Bars to a Report on page 144 Aggregation Displays numeric measure data using aggregation options other than the default of Sum For details see How to Display Measure Data Using Aggregation Options in a Report on page 145 Repeat Sort Values Displays all repeated sort values instead of blanks after the first instance of a new sort value appears in the report The default behavior is to display blanks after the first instance of a new sort value For details see How to Display Repeated Sort Values in a Report on page 14 7 Recompute Recalculates the res
72. NTRY v Condition Equal to v 4 b 4 b V Indude All 2i K Q cancel amp Apply By default a cascade named Cascade1 will appear in the Cascades section of the Active Dashboard Properties dialog box You can click the Create a new cascade button to create a new cascade You can click the Delete selected cascade A button to delete the selected cascade 4 Select the cascade you wish to add controls to 214 WebFOCUS 6 Using Document View and Building Compound Documents 5 Select the control you wish to add from the Available Prompts list box 6 Click the Add to List arrow to move the selected control to the Selected Prompts list box as shown in the following image Note You can remove controls from the Selected Prompts list box by selecting controls there and clicking the Remove from List arrow 2 Active Dashboard Properties x kal Prompt Source amp Targets Cascades Cascades ae x Available Prompts Selected Prompts _ v Cascade 1 Name Field radiobuttons_1 COUNTRY f combobox_1 SALES oR A iv Z OK Q canel amp Apply 7 Add any additional controls you wish to be part of the cascade by repeating steps 5 and 6 By default the hierarchy of the controls is determined by the order they are added to the Selected Prompts list The cascade of the controls is from the top down The controls that come first in the Selected Prompts list are the parents of the lower controls 8 You c
73. OKME Pie Line Ares Scatter Other Chart Types When you click Other the New Chart dialog box opens Across the top of the dialog box are eight tabs which are depicted by icons Each tab represents a chart type category As shown in the following dialog box the left most tab represents the bar chart category which is selected by default When selected it displays thumbnail images of the bar chart variations that are supported by InfoAssist WebFOCUS 3 Using the InfoAssist Application Window In this example the Vertical Percent Bar chart type is selected A description of the selected chart type is provided beneath the images Hew Chart af OK amp cancel Note You can only choose from Bar Pie Line and Scatter charts if the output format selected is active report For more information on the chart types that you can choose from see Selecting a Chart Type on page 160 Labels for Charts Provides the Axes and Legend buttons which have drop down menus for selecting a Specific option Axes Legend Labels WebFOCUS InfoAssist User s Manual 55 Accessing Properties Using the Control Panel Selecting Axes enables you to choose the following 4 Show 01 Axis Labels selected by default Show Y1 Axis Labels selected by default 4 Stagger O1 Axis Labels 4 Stagger Y1 Axis Labels 4 Rotate O1 Axis Labels Rotate Y1 Axis Labels The two Rotate options provide a choice of None the def
74. OLAP Reports on page 151 The OLAP option is activated only when HTML output format is selected Features for Reports Provides buttons for selecting specialized reporting features including Title Popup Accordion Repeat Sort Value Stack Measures and Excel Formula as shown in the following image amp Title Accordion Repeat Sort Stack Popup Value Measures Features Selecting Title Popup displays pop up titles when the mouse pointer hovers over a column title in the report output For more information see How to Add Pop Up Titles to a Report on page 144 The Title Popup feature is activated only when HTML output format is selected Selecting Accordion creates expandable views of data for each vertical sort field This option displays data values only for the first vertical sort field when you first view the output You can manually expand your view to expose the data values of lower level sort fields For more information see How to Create Accordion Reports on page 156 The Accordion feature is activated only when HTML or active report output format is selected Selecting Repeat Sort Value displays all repeated sort values in the output instead of blanks after the first instance of a new sort value which is the default behavior Selecting Stack Measures displays all numeric measure field names in a column of the report output with the corresponding numeric data values displayed For more information see How to Implement Stacked
75. Output Switch Switch Report Report WebFOCUS 3 Using the InfoAssist Application Window Depending on whether you are creating a report or a chart the Query Design pane displays selected data source fields using different types of field containers For reports the Query Design pane displays Column Labels Row Labels and Measures field containers For charts the Query Design pane displays Filter Legend Series Categories Axis and Measures SUM field containers as shown in the following image F Filter F WHERE GGS4LE5 54LE501 REGION EG West GGS4LES 54LE501 REGION EQ West IH Legend Series Category i Categories Axis Wil x Axis Product Region bil Measures SUM E Unit Sales E Dollar Sales Understanding the Layout Canvas The Layout Canvas displays a preview of the report being created or modified in the Results Panel when you are in the default Interactive Design view To select Interactive Design view go to the Design group of the View tab or Home tab and select Interactive The Layout Canvas is always fully maximized within the Results Panel and cannot be minimized cascaded or tiled However whenever no report exists a blank canvas is displayed WebFOCUS InfoAssist User s Manual 101 Understanding the Results Panel The Layout Canvas displays either live data or sample data depending on whether you selected Data from Source the default or Use Sample Data i
76. Results Panel There are different field containers for reports and charts Reports For all reports the Query field containers in the Query Design pane include Sum By and Across 3 Use the Sum 2 field container to aggregate or display numeric measure fields Its right click menu provides options to Sum the default Print Count or List the fields in the report 4 Use the By field container to vertically sort dimension fields to produce row labels in the report output Dimension fields are normally non numeric or date fields Use the Across field container to horizontally sort dimension non numeric or date fields to produce column labels in the report output WebFOCUS InfoAssist User s Manual 91 Understanding the Resources Panel The following image shows the Filter and Query field container areas of the Query Design pane as it appears in the Resources Panel for reports F Filter Region EQUAL to West Midwest Query Se amp sum Unit Sales Dollar Sales HH By Product HH Across Region Charts For most charts the Query field containers in the Query Design pane include Measure Sum X Axis Legend Series and Coordinated More complex charts that require additional data dimensions have alternative field containers 4 Use the Measure Sum field container to aggregate or display numeric measure field values Use the X Axis field container to sort dimension non numeric or date fie
77. a 1 ii gt Note The chart placeholder will turn into a live preview of the chart once both X axis and Y axis data fields are selected You can now add fields to the chart using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 WebFOCUS 6 Using Document View and Building Compound Documents Inserting a Report How to Insert a Report With the Insert Tab Insert a Report With Drag and Drop Insert a Report With Double Click Insert a Report With Right Click With InfoAssist opened in Document view you can insert multiple charts and reports onto the canvas Following the procedures below you can insert reports into new compound documents and documents that are already populated with reports text and images In Document view you can insert a report in the following ways 4 Use the Insert tab 4 Drag and drop a data source field onto the canvas Double click a data source field 4 Right click a data source field Note Using the Insert tab double clicking a data source field and right clicking a data source field will all result in a report placeholder being inserted in the top left corner of the canvas Dragging and dropping a data source field onto the canvas will insert the place holder at the location you dropped the data source field The following procedures detail how to insert new repo
78. a Control From the Query Pane 266 1 With InfoAssist open in the Document view and at least one report on the canvas add an active form control as described in How to Add an Active Technologies Form Control to a Compound Document on page 265 2 Click the report The fields of the report will be populated in the Query pane Note If the report is included as an existing report you are not able to bind its fields to a control 3 Select a data source field from the Query pane and drag it onto the Layout Canvas Make sure that you drop the data source field onto the active form control that you want the field to be bound to WebFOCUS 6 Using Document View and Building Compound Documents The control updates with the options from the field as shown in the following image A K COUNTRY MODEL DEALER_COST RETAIL_COST ENGLAND INTERCEPTOR IlI 14 940 17 850 TR7 4 292 5 100 V12XKE AUTO 7 427 8 878 i XJ12L AUTO 11 194 13 491 FRANCE 5044 DOOR 4 631 5 610 ITALY 2000 4 DOOR BERLINA 4 915 5 925 2000 GT VELOCE 5 660 6 820 2000 SPIDER VELOCE 5 660 6 820 p DORA 2 DOOR 25 000 31 500 JAPAN B210 2 DOOR AUTO 2 626 3 139 COROLLA 4 DOOR DIX AUTO 2 886 3 339 W GERMANY 100 LS 2DOOR AUTO 5 063 5 970 2002 2 DOOR 5 800 5 940 2002 2 DOOR AUTO 6 000 6 355 w 4 lt Mn v Procedure How to Associate a Field With a Control From a Report on the Canvas 1 With InfoAssist open in the Document view and at least one report o
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80. add them to the Query field container Double Click To automatically add a field to the appropriate field container in the Query Design pane you can double click a data source field in the Data pane When you double click a numeric measure field in the Data pane it is automatically added to the Sum Measure Query field container When you double click a dimension non numeric or date field in the Data pane it is added to the By Row Label Query field container for a report or to the X Axis Query field container for a chart You cannot automatically add a field to the Across Column Label Query field container for a report or to the Legend Series and Multi graph Query field containers for a chart Right Click You can also right click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane For reports the available right click options are as follows Sum For measure numeric fields Sort For all types of fields Across For dimension non numeric or date fields Include as Coordinated Only available in Document view 4 Filter For all types of fields WebFOCUS InfoAssist User s Manual 89 Understanding the Resources Panel 90 Slicers For all types of fields The following image shows the pop up menu that appears when you right click a field in the Data pane of a report t I gt sum P 4 Sark l g Ea Ac
81. aged Reporting credentials on the Login page which is shown in the following image Login Help Managed Reporting sign on Enable Accessibility User ID Password POWERED BY information Sites that use integrated single logon may use the following URL to access the Dashboard log in page directly http 7 7 hosiname porc 7 vf context roet bid login where hostname port Is the name of the host where the WebFOCUS Web application is deployed Specify the optional port number only if you are not using the default port number 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 18 WebFOCUS 1 Introducing and Launching InfoAssist Launching InfoAssist in the Domain Tree Reference Opening Existing Procedures After you access Dashboard there are multiple ways to launch InfoAssist from the Domain Tree depending on your privileges You can launch InfoAssist using the following methods 4 Standard Reports folder Right click a Standard Reports folder and select InfoAssist 4 Standard Report procedure Right click a procedure that was created previously with InfoAssist and saved in the Standard Reports folder and select Open Custom Reports folder Right click the Custom Reports folder and select nfoAssist 4 My Report or Custom Report procedure Right click a procedure that was created previousl
82. al Modified Exponential Log Quadratic and Geometric For more information see How to Display Trendlines on page 180 The Trendline menu is shown in the following image fone Linear Quadratic Polynornial Hyperbolic Logarithmic Modified Hyperbolic Rational Exponential Modified Exponential Log Quadratic Geometric Selecting Equation displays the associated mathematical equation for the selected trendline on the chart Line Provides the Smooth Line and Marker options as shown in the following image Smooth Marker Line Line Selecting Smooth Line draws the chart using smooth lines For more information see How to Display Smooth Lines on page 188 WebFOCUS InfoAssist User s Manual 83 Accessing Properties Using the Control Panel Selecting Marker enables you to change the display of the default data and legend markers on line and scatter chart types As shown in the following image in the drop down menu that opens the marker display options are None Square the default Circle Diamond Plus Triangle Down Triangle Up Triangle Right Triangle Left Pirate Plus House Hexagon Fat X Five Star Six Star Hourglass Sideways Hourglass and Line For more information see How to Customize the Display of Markers on page 186 Mone Square Circle Diamond Plus Triangle Down Triangle Up Triangle Right Triangle Left Pirate Plus House Hexagon Fak s Five Star Six Star Hourglass Sideways Hourglass Line Pi
83. ample page heading with the selected styling values is shown in the following image Heading amp Footing Shok apply F Reset cancel Fage Heading E Page Footing HELVETICA l BZU iw EER Dollar Sales for Selected Products 5 Click Apply to save the changes that you have made so far without closing the dialog box 6 To add a page footing click the Page Footing tab In this procedure you are going to add one of the supplied quick text options followed by some text of your own 190 WebFOCUS 5 Creating and Customizing Charts i 7 Click the down arrow next to the preformatted text icon and click Created by from the drop down list as shown in the following image Page of Confidential Date b Time b Created by 8 Complete the text by typing the applicable value within the supplied text for example Created By Sales Manager 9 Change the styling as desired 10 Click OK to save the page heading and page footing and close the Heading amp Footing dialog box 1L Run the report The chart contains the page heading and page footing that you added and styled as shown in the following image Dollar Sales for Selected Products Dollar Sales E Eiscotti E Capuccino D Coffee Grinder B Coffee Pot E Croissant Created By Sales Manager 12 To make changes to either the page heading or page footing return to design view Right click the heading or footing and click Edit fro
84. an change the hierarchy of the controls by selecting a control in the Selected Prompt list box and clicking the Move Up and Move Down arrows as shown in the following image P Active Dashboard Properties x i Prompt Source amp Targets Y Cascades Cascades SS x Available Prompts Selected Prompts v Cascade 1 Name Field N radiobuttons_1 COUNTRY combobox_1 SALES A v OK Q canel amp Apply WebFOCUS InfoAssist User s Manual 275 Adding Active Technologies Form Controls to a Compound Document 2 6 WebFOCUS index 3D chart types 172 3D effects 208 A accessing document view from document button 228 opening an existing item 226 opening an existing report 227 accessing InfoAssist 16 accordion reports 156 active preview 193 adding column totals in reports 141 page footings 189 page headings 189 pop up titles in reports 144 row totals in reports 142 subtotals in reports 141 visualization bars in reports 145 aggregation values 200 alternating colors in reports 127 annotations 178 application main menu 34 application window 32 area chart types 171 axis label elements 215 axis labels 182 axis titles 216 WebFOCUS InfoAssist User s Manual WebFOCUS B background 207 background elements 209 bar chart types 169 Break group 77 By Group 199 By Series 199 C Calculation group 57 cell padding in reports 132 chart elements 196 chart types 161 chart types for Charts group
85. anual 42 1st 189217 e6534 190695 630054 SUS 986 6 8063 360570 aa3414 130081 153 Creating Customized Report Outputs Procedure How to Create Table of Contents Reports 1 Select the Format tab in the Control Panel 2 Click Table of Contents in the Navigation group 3 Run the report A table of contents icon is displayed in the top left corner of the report output as shown in the following image Zo Region Dollar Sales Unit Sales Biscotti Midwest 1091727 so 10s Northeast 1802005 145242 Southeast 1505 1 119594 West o02S08 0456 4 Double click the icon to display the Table of Contents pop up menu which enables you to select and view individual values of the first sort BY field one value at a time 154 WebFOCUS 4 Customizing and Styling Reports ll Drag the Table of Contents pop up menu in any direction to view the report output which is displayed behind the menu by default Select a sort field to view values for that field In the following example clicking Espresso displays the corresponding report output Espresso Midwest 1294947 101154 Northeast oo0107 palar Southeast oso 2 S030 Wiest O0 o1 71675 Table of Contents FEY Biscotti HE Capuccino HE Cofee Grinder HE Coffee Pot HE Croissant HE eT HHE Mug HE Scone Thermos 4A view Entire Report on orh Remove Table of Contents You can also select options to view the entire report or remove the table of contents Procedure H
86. ar Sales E Budget Dollars Customizing the Legend The legend contains information that is necessary to accurately interpret the data on a chart By default a chart displays either a Y1 axis title if there is a single measure field or a legend if there are multiple measure fields The following image shows the menu that is displayed when you right click a legend on a chart luli dvwest Northeast Southeast Region E Collar Sales E Budget Dollars Show legend Legend Position Legend Orientation 220 WebFOCUS 5 Creating and Customizing Charts If you right click the background area around the legend two additional options are available Legend Area Color and Legend Border Color All the options for the legend element are described in the following table Show Legend Controls the display of the legend When you check this option the default InfoAssist displays the legend When you deselect this option InfoAssist Suppresses the display of the legend The background right click menu has an option to restore the legend after it has been suppressed Legend Position Controls the placement of the legend on the chart Possible values are Auto the default Bottom Right Left Top Right bottom Right top Left bottom Bottom right Top right Bottom left Top left For an example of a customized legend see How to Customize the Display of Legend Labels on page 183 Legend Orientation Controls the orientation of the l
87. ast z Thermos 190081 West 2385829 Thermos 48870 Northeast Southeast Selecting the Output Location button opens a drop down menu for choosing to direct new output to a Single Tab the default New Tab Single Window or New Window For details see Understanding the Output Window on page 103 Report Provides the Switch Report button as shown in the following image which allows you to switch between multiple reports ES Switch i Report Report Selecting Switch Report opens a drop down menu for choosing any active report or chart You may have multiple reports and charts open in the application window as shown in the following image WebFOCUS InfoAssist User s Manual T1 Accessing Properties Using the Control Panel Note You can also switch reports from the Status Bar for more information see Using the Status Bar on page 116 ima Document 1 Reporte Chart R all Chart2 Using the Field Tab The Field tab appears in the Control Panel when you select a data source field in the Query Design pane or Layout Canvas The options available in the Field tab are specific to the data type that is selected The options available for numeric fields are different from the options available for non numeric and date fields The Field tab provides access to the Filter Sort Break Style Format Specific Visibility and Links groups as shown in the following image Vj 4 1 z 4 ds No Limit Y Page Break C1 sib He D A 7 Ps p F
88. asucccudaceseducadecuucchoasenaccses E A E E E A A E E E E E E E EEE Sequence Unit Sales Dollar Sales Budget Units Budget Dollars Product Region Dollar Sales Capuccino Northeast 542095 YF Fiter Southeast 944000 West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 EN Query West 717345 X Delete Mti Measure Sum Unit Sales IR Pie slices E lif Category Region Note You can also activate the chart by double clicking it which has the same functionality as right clicking and then selecting Edit Chart WebFOCUS InfoAssist User s Manual 259 Building a Compound Document Procedure 260 4 You can now select fields within the chart Select a field by clicking it in the canvas and take note of the now active groups on the field tab as shown in the following image TAD ae Run s Home Insert Format Data Slicers Layout View Field Series 0 e z Filter oo Prompt Filter State Ni city Store ID Date Measures Properties vavicuvavucsucuccvecdcscdeccdsscvduccendescwocouunevesevaucebocedeusvucavecauccsscbsssoececvdesccecevastccuccuecosvesbsbosesseewccespuceuteubeccucebtwestcdbcasveesevasues Sequence Unit Sales Dollar Sales Budget Units Budget Dollars Product Region Dollar Sales v F Fiter pauan R ee West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 Query Wiest 717
89. ates output in a new browser window An output tab is not added to the Navigation Taskbar WebFOCUS You can apply styling to specific areas of a report to customize its appearance and functionality You can also use the many optional reporting features to add custom functionality and output formats to reports WebFOCUS InfoAssist User s Manual WebFOCUS Customizing and Styling Reports Topics 4 Excel Output for Reports 4 Styling Reports 4 Using Custom Reporting Features 1 Creating Customized Report Outputs 119 Excel Output for Reports Excel Output for Reports 120 Reports created in Interactive view or Query Design view have Excel output options in addition to Excel 2000 that are not available to charts and reports created in Document view The additional options for the Excel format can be accessed through a drop down menu on the Excel icon in the Output Types group of the Format tab when creating a report in Interactive view or Query Design view as shown in the following image s m 8 a 9 x Active Active PDF Active Excel PowerPoint Report Flash PDF 2000 OutputTypes Excel 2007 Excel 2000 Excel Formula Excel Pivot Note The additional Excel output types can also be accessed through the Output Format button on the Status bar and the Format group on the Home tab When you are creating a chart or are in Document view Excel 2007 Excel 2000 Excel Formula and Excel Pivot will be
90. ault 45 90 and 270 degrees For more information see How to Customize the Display of Axis Labels on page 182 Selecting Legend opens a drop down menu where you can select or deselect Show Legend to display or hide the legend on a chart change the default Legend Position and change the default Legend Orientation The choices for Legend Position are Auto the default Bottom Right Left Top Right bottom Right top Left bottom Bottom right Top right Bottom left and Top left as shown in the following image Auto Bottom Right Left Top Right bottar Right top Left bottom Bottom right Top right Bottom left Top left For Legend Orientation the choices are Auto the default Vertical and Horizontal For more information see How to Customize the Display of Legend Labels on page 183 WebFOCUS 3 Using the InfoAssist Application Window Using the Data Tab The Data tab provides access to data manipulation and data display properties and options in the Calculation Join Filter and Data Source groups as shown in the following image Define Compute Calculation Join Filter Data Source The Data tab provides the following groups and options Calculation Provides the Detail and Summary buttons which enable you to create Define and Compute fields as shown in the following image 4 Detail Summary Define Compute Calculation Selecting Detail opens the DEFINE Field Creator dialog box which e
91. bels Color Mode 4dd Trendline Delete Southeast Region lar Sales M Budget Dollars 4 Run the report The hidden series is not displayed in the output Tip You can restore the series to the output One way to do that is to right click the name of the series in the Query Design pane in the Resources panel highlight Visibility and click Show from the pop up menu Another way to restore the series is to use the Hidden toggle in the Visibility group on the Field tab Procedure How to Control the Color Mode With the Color Mode option you can control how color is applied to a series measure field on a chart The possible settings are By Series the default and By Group In this procedure you will run a bar chart with a single series using the default By Series setting Then you will run the same report using the By Group setting 1 In Interactive Design view display a bar chart with a single series Right click a bar on the chart to open a menu of design options Highlight Color Mode to display the available settings Accept the default setting By Series and run the report WebFOCUS InfoAssist User s Manual 205 Designing a Chart in Active Preview In the following sample output all the bars in the single series report are displayed in the same color wn fm wh 2 E Croma Eres Product 4 Return to Interactive Design view right click a bar highlight Color Mode and click By Group 5 Run
92. cal data over time They allow you to trace the evolution of a data point by working backward or interpolating Highs and lows rapid or slow movement or a tendency towards stability are all types of trends well suited to a line chart You can also plot line charts with two or more scales to present a comparison of the same value or set of values in different time periods For a complete list of available line chart types see Line Chart Types on page 170 162 WebFOCUS 5 Creating and Customizing Charts The following is an example of a basic line chart Month ef Dollar Sales Quantity A radar line chart is available in the line chart category and a radar area chart is available in the area chart category Radar charts compare two or more data sets You can use axes or polygons to represent values in a star or spider configuration Radar charts are essentially analogous to line charts except that the scale wraps around Radar charts work well with data that is cyclical such as the months of a year Area charts Area charts are similar to line charts except that the area between the data line and zero line or axis is usually displayed in color Area charts allow you to stack data on top of each other Stacking allows you to highlight the relationship between data series showing how some data series approach a second series For a complete list of available area chart types see Area Chart Types on page 171 WebFO
93. cally Restore All Minimize All O Maximize All X Close All Reporti 0 Reporti i Reporti 2 Report The Query View Tools pop up menu options are directly linked to the options available in the Output Window group of the View tab Using the Status Bar The Status Bar displays the status of the last selected action a reports button that shows the number of open reports an output format button that shows the selected format and an output target button that shows the selected option for displaying new output windows or tabs The Status Bar is shown in the following image Done 5 Reports j HTML fey Single Tab 116 WebFOCUS 3 Using the InfoAssist Application Window Hl When you select the reports button a pop up menu opens with options for selecting any of the open reports as shown in the following image Each report is listed by name and an icon which represents the report type report chart compound document The report you select becomes active Chart q teow Reporte i k B Document F Chark2 Reporti l When you select the output format button a pop up menu opens with options for selecting a different output format as shown in the following image Output formats include HTML active report active Flash PDF active PDF Excel 2007 Excel 2000 Excel Formula Excel Pivot and PowerPoint HTML Active Report Active Flash PDF
94. ce Targets radiobuttons_1 Report Candidate Reports Targets table_1 v Name Name ful chart_1 table_1 Field a table _2 COUNTRY v Condition a Not equal to X gt 4 gt M Less than Less than or equal to Greater than a a a a a Greater than or equal to af OK Q Cancel Apply Procedure How to Cascade Controls When you have more than one control on the canvas you can cascade controls to populate based on the selections of the previous controls Cascading controls have a parent child relationship in which the parent filters the available options of the child An active form control can be the parent of more than one other control but cannot be a child of more than one control WebFOCUS InfoAssist User s Manual 2 3 Adding Active Technologies Form Controls to a Compound Document 1 With InfoAssist open in the Document view bind at least two active form controls to fields as described in Associating a Field With a Control on page 266 2 Right click an active form control and select Properties as shown in the following image 2 Size and Position x Delete FRANCE o04 4 TALLY 2000 Teen r 3 Select Cascades from the Active Dashboard Properties dialog box as shown in following gt P Active Dashboard Properties x Pro ource amp Targets Prompts Source R Targets radiobuttons_1 Report Candidate Reports Targets combobox_1 table_1 Name Name ul chart_1 table_1 Field 9 E table_2 COU
95. ceeds in the selected Start Mode 4 Close Application Closes and exits the tool 4 Help The Help options provide help for the new user The following Help options are available when you open InfoAssist J InfoAssist Help Opens the online documentation window for InfoAssist Online Forum Opens the WebFOCUS Focal Point Web site in a new browser window Tip You can suppress the splash screen by changing the default settings in the Options window Selecting a Data Source Reference Opening a New Procedure Selecting a data source is the first step when you create a new report or chart When the Open dialog box appears select the desired data source and click OK which closes the dialog box You can also double click a data source to open it and close the dialog box in one step If the desired data source is not in the default directory select a different directory using the Look in drop down list 22 WebFOCUS 1 Introducing and Launching InfoAssist The Open dialog box is shown in the following image Open Look in Reporting Server Mame Description Type gt BROKERS WebFOCUS E car WebFOCUS CAROLAP WebFOCUS E CASHFLOW WebFOCUS COURSE WebFOCUS as DMLOCS Plant Locations Fixed Format sequential i EDUCFILE WebFOCUS EMPDaATA WebFOCUS E EMPLOYEZ WebFOCUS E File name DK Files of type Master Files Cancel InfoAssist also displays the Open dialog box when you save a report select a drill do
96. cfgFile E __ ENblue_theme sty 7508 bytes cfaFile __ ENcharcoal_theme sty 7726 bytes cfgFile _ ENgolden sty 5810 bytes cfgFile __ ENaradient_combine sty 23625 bytes cfoFile __ ENgray ight sty 11122 bytes cfoFile Use A ENgray_theme sty 7786 bytes cfgFile Default _ ENgreen gray sty 11129 bytes cfoFile Stylesheet F ENnavy_theme sty 8096 bytes cfgFile LA FNorean theme sty 5397 hvtes rfnFile a 4 iiil E File name Files of type WebFOCUS style files T You can also select a document styling theme by selecting the Theme button in the Report group of the Home tab in the Control Panel For more information see Using the Home Tab on page 41 WebFOCUS InfoAssist User s Manual 29 Changing User Preferences 30 WebFOCUS WebFOCUS Using the InfoAssist Application Window InfoAssist provides a self contained environment and an intelligent flexible layout for creating reports and charts The application window provides intuitive menus and toolbars a versatile control panel that provides access to specialized groups for different functional areas of report design a taskbar for selecting output and a status bar for directing output The application window also provides a resources area for selecting and sorting data and a multi faceted results area that can display report design a preview of report output or actual report output WebFOCUS InfoAssist User s Manual Topics l Components of the InfoAssist Ap
97. ct other grid line options repeat steps 3 and 4 Run the report WebFOCUS InfoAssist User s Manual 179 Using Custom Chart Features The selected grid lines are added to the chart and any deselected grid lines are removed The following is an example of a bar chart that displays 01 Minor Gridlines and Y1 Minor Gridlines and the default grid lines O1 Major Gridlines and Y1 Major Gridlines Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Scone Thermos Product E DollarSales E Quantity Procedure How to Display Trendlines A trendline is a line that is drawn over the plot area of a chart to show the pattern of the data points The pattern reveals a statistical trend 1 Create a chart 2 Click the Series tab in the Control Panel 3 Click Trendline in the Properties group 180 WebFOCUS 5 Creating and Customizing Charts i 4 Inthe Trendline drop down menu that opens click the type of trendline that you want to display The choices are None the default Linear Quadratic Polynomial Hyperbolic Logarithmic Modified Hyperbolic Rational Exponential Modified Exponential Log Quadratic and Geometric as shown in the following image fone Linear Quadratic Polynornial Hyperbolic Logarithmic Modified Hyperbolic Rational Exponential Modified Exponential Log Quadratic Geometric 5 Optionally to display the mathematical equation for the selected trendline option click Equation in the Properties
98. cting Rank inserts a rank column immediately to the left if a BY field is selected and copies the field as a BY field and adds a rank column to the left of the BY field if a Measure is selected Ranking a Measure will result in two copies of the field the original Measure and the BY field that is created during ranking The Limit drop down menu allows you to specify the number of unique values displayed for a sort group that has been added For more information about these report options see Using Custom Reporting Features on page 136 Break For reports only the Break group as shown in the following image enables you to customize a report by adding a Page Break Line Break Subtotal for numeric fields only Sub Head Sub Foot and Recompute to the report output The Break group is shown in the following image Page Break Sub Head Selecting Page Break starts a new page when the primary sort field changes Selecting Line Break inserts a line in the report output when the primary sort field changes Selecting Sub Head opens a dialog box where you can type text to add a subheading just below the column titles in the report output when the primary sort field changes Selecting Sub Foot opens a dialog box where you can type text to add a subfooting at the end of the data on each page of the report output when the primary sort field changes Selecting Subtotal inserts a line total text TOTAL FIELD Value and subtotals for
99. d Y1 Axis Title updates the active preview accordingly Y2 Axis Title Change Title Enables you to edit the selected title X1 Axis Title For instructions see How to Change the Text for the O1 Axis Title on page 218 Style Title Enables you to apply styling to the selected title using the Style dialog box You can specify font name font size font style bold italic underline text justification left center right and font color or reset the styling to the default Procedure How to Change the Text for the O1 Axis Title In this procedure you will change the default text for the O1 axis title The default text is the name of a sort field in the chart 1 In Interactive Design view right click the O1 axis title on your chart to open a menu of design options 218 WebFOCUS 5 Creating and Customizing Charts 2 Click Change Title as shown in the following image lidest Hortheast Southeast Region E Collar Sales Delete Change Title F2 Style Title The Edit Title dialog box opens 3 Inthe Enter Title field type the new text for the title and click OK In this example the new text is SALES TERRITORIES Edit Title Enter Title 2 r SALES TERRITORIES OK Cancel WebFOCUS InfoAssist User s Manual 219 Designing a Chart in Active Preview 4 In Interactive Design view the new text is displayed as shown in the following example Midwest Northeast Southeast SALES TERRITORIES E Coll
100. d gt Ql run Home Insert Format Data Slicers Layout View Drop List Checkbox Radio N Text Down Button An active form control appears in the top left corner of the canvas You can now add the field that the form control filters on For more information see Associating a Field With a Control on page 266 Note Once an active form control is added to the canvas the compound document is locked in an active output format You cannot change out of active report active Flash or active PDF format if there are controls present on the canvas To switch to a non active output format all controls must be removed WebFOCUS InfoAssist User s Manual 265 Adding Active Technologies Form Controls to a Compound Document Associating a Field With a Control How to Associate a Field With a Control From the Query Pane Associate a Field With a Control From a Report on the Canvas Associate a Field With a Control From the Active Dashboard Properties Dialog Box You can bind a field to an inserted active form control from the Query pane by dragging the desired column directly from the report on the canvas or through the Active Dashboard Properties dialog box Setting the target reports cascading controls and changing the filter conditions can only be done through the Active Dashboard Properties dialog box For more information see Using the Active Dashboard Properties Dialog Box on page 270 Procedure How to Associate a Field With
101. default a chart displays values that satisfy the first condition in green and values that satisfy the second condition in red You use the Traffic Light Condition dialog box to specify the conditions and colors For instructions see How to Apply Traffic Light Conditional Styling to a Chart on page 201 Visibility Controls the display of the selected series field on a chart The value Hide suppresses the display of the series and the default value Show displays the series For instructions see How to Suppress the Display of a Series on page 204 198 WebFOCUS 5 Creating and Customizing Charts Change Title Enables you to edit the title of the selected series On the Edit Title dialog box type the new title in the Enter Title field and click OK Series Type Changes the chart type of the selected series to Bar Line or Area The option None the default returns the series to the chart type that was in effect before you changed it This option applies to bar line and area chart types only Series Color Enables you to specify the color of the selected series using the Color dialog box For information on the Color dialog box see How to Customize the Background Color on page 209 Data Labels Controls the display of data labels values on the selected series The default value Hide suppresses the display of labels and the value Show displays labels This option does not apply to the gauge chart type Color Mode Cont
102. duct Region State E city Store ID E og Measures Sequencet E Date Unit Sales Dollar Sales WebFOCUS InfoAssist User s Manual 67 Accessing Properties Using the Control Panel The following is an example of the List view displaying the data source Field Name of each field J data Name E CATEGORY BH PCO PRODUCT E REGION BST CITY E STCO m DATE E SEQ_NO 68 WebFOCUS 3 Using the InfoAssist Application Window The following is an example of the Structured view displaying the Description of each field 2 data ge GGSALES S 7 SALESO1 on Sequence gt Category E Product ID Product 5 Region BE State City Store ID Date Unit Sales Dollar Sales Budget Units Budget Dollars Query Panel Provides the Tree the default Areas 2x2 and Areas 1x4 buttons to select different views of the Query Design pane The following image shows the Query View group D Areas eal Areas ix4 Es Tree Query Panel WebFOCUS InfoAssist User s Manual 69 Accessing Properties Using the Control Panel You can display the filter and data source field containers in the Query Design pane in one of three ways in a two column by two row grid by selecting Areas 2x2 in a one column by four row grid by selecting Areas 1x4 or in the default data tree which has no grid by selecting Tree For example the following image shows the Query Design pane when Ar
103. e Provides options to Expand or Hide slices in a pie chart as shown in the following image q 4 Expand Hide Pie The Pie group is activated only when you select Pie in the Chart Types group of the Format tab 84 WebFOCUS 3 Using the InfoAssist Application Window Understanding the Resources Panel The Resources Panel displays the Data pane in the upper half of the panel and the Query Design pane in the lower half of the panel by default When you select Query Design view the Resources Panel displays the Data pane only You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query WebFOCUS InfoAssist User s Manual 85 Understanding the Resources Panel The following image shows the default view of the Resources Panel which displays the Data pane above the Query Design pane when you create a report Hod GGSALES a ae Dimensions Category Product ID Product Region State E city Store ID E og Measures E Sequence 4 H F Filter E Query SUT UNITS DOLLARS SS By PRODUCT 5 Across The Data pane which contains all the fields from the selected data sources is always displayed You can manually adjust the size of the Resources Panel and Results Panel by clicking and dragging the border between the two panels in either direction With the mouse cursor hover over the border When the cursor changes to
104. e Control Panel Tabs include Home Insert Format Data Slicers Layout View Field and Series charts only For details see Accessing Properties Using the Control Panel on page 39 Resources Panel Displays the fields from the selected data source in the Data pane Also displays the Query Design pane below the Data pane except in Query Design view For details see Understanding the Resources Panel on page 85 Results Panel Displays either the Query Design pane Layout Canvas or Output window The Query Design pane is displayed when you select Query Design view The Layout Canvas is displayed in Interactive mode when you create or modify a report The Output window is displayed when you execute a report For details see Understanding the Results Panel on page 98 Navigation Taskbar Displays groups and icons to provide different views and quick access to all active reports and report output For details see Using the Navigation Taskbar on page 114 Status Bar Displays the status of the last selected action the name of the current report an output format button that shows the selected format and an output target button that shows the selected option for displaying new output windows or tabs For details see Using the Status Bar on page 116 WebFOCUS InfoAssist User s Manual 33 Selecting From the Application Main Menu Selecting From the Application Main Menu 34 Reference Recent Items The Application Main M
105. e chart types require a certain number of data values or a certain type of data values If your data does not satisfy the requirements the chart will not accurately represent the data WebFOCUS 5 Creating and Customizing Charts In the following example the 3D tab is selected the third tab from the right Underneath the tab the 3D chart types supported by InfoAssist are displayed as images Within the images the 3D Cylinder chart type is selected and a description is displayed underneath Mew Chart 3D Cylinder Enhanced shading applied to cylinder results in true 3D appearance af OK Cancel You can also hover over an image with your mouse to display the chart type name In the following example the mouse is hovering over the selected chart type to display its name 6 Click OK on the New Chart dialog box to finalize your selection and close the dialog box Run the report InfoAssist will generate the chart type that you chose Reference Bar Chart Types The following table lists the available bar chart types Available Bar Chart Types Vertical Clustered Bar Horizontal Clustered Bar WebFOCUS InfoAssist User s Manual 169 Selecting a Chart Type Available Bar Chart Types Vertical Stacked Bar Horizontal Stacked Bar Vertical Dual Axis Clustered Bar Horizontal Dual Axis Clustered Bar Vertical Dual Axis Stacked Bar Horizontal Dual Axis Stacked Bar Vertical Bi Polar Clustered Bar
106. e from the menu InfoAssist applies it to the chart element so that you see the result right away In InfoAssist the pop up menus in active preview for charts are called right click menus WebFOCUS 5 Creating and Customizing Charts This image shows an active preview of a bar chart in Interactive Design view In this example the right click menu for a series field element is displayed f Filter values B Prompt For Values E Aggregation Functions 4 Traffic Light Conditions b Visibility 4 Change Title F2 Series Type Series Color Data Labels Color Mode 4dd Trendline gt Delete Southeast Region r Sales E Budget Dollars Right click menus are enabled for charts that are generated with either sample data or live data from your data source The following topics describe the chart elements and right click menus that you can work with to design your charts in active preview WebFOCUS InfoAssist User s Manual 195 Designing a Chart in Active Preview Chart Elements This diagram identifies many of the key elements that you can customize on a chart The elements that are shown are included on a default vertical bar chart Depending on the type of chart that you are creating the elements and their associated right click menu options will vary F Tr l HTML Z Report Query A A Data from Source Y Y E Use Sample Data Document Filter Records 500 x Format Design Filter R
107. e selected from the Home tab in the Format group 3 Select a data source field from the Data pane in the Resources Panel and drag it onto the Layout Canvas Make sure that you drop the data source field onto an open area of the canvas and not on top of another chart or report 232 WebFOCUS 6 Using Document View and Building Compound Documents A chart placeholder with the selected data source will appear in the Results panel as shown in the following image 1 ii You can now add fields to the chart using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Procedure How to Insert a Chart With Double Click In Document view you can insert charts in a number of ways Inserting charts by double clicking a data source field in the Resources panel can be accomplished in the Query Design view Interactive Design view and Document view To insert a chart make sure that no report is actively selected on the canvas and Chart is selected in the Destination group of the Format tab This option is also on the Home tab in the Format group 1 You cannot insert a new chart with a double click if a report is actively selected If a report is selected click the canvas to deselect the report and make the canvas the active object 2 Select the Format tab from the Control Panel WebFOCUS InfoA
108. e_1 v Name Name ll chart_1 table_1 Field table_2 X COUNTRY v Condition Equal to v lt gt lt Indude All _ _ _ JS OK Q canel 2 Apply 4 Click the Add to List arrow to move the selected reports to the Targets list box as shown in the following image Note You can remove reports from the Targets list box by selecting reports there and clicking the Remove from List arrow P Active Dashboard Properties Kil Prompt Source amp Targets S Prompts Source Targets radiobuttons_1 Report Candidate Reports Targets table_1 v Name Name al chart_1 E table_1 Field table _2 COUNTRY v gt Condition Equal to v lt B lt amp Indude All 7 E Z K Q canel amp Apply 5 Select OK Procedure How to Change the Filter Condition 1 With InfoAssist open in the Document view bind an active form control to a field as described in Associating a Field With a Control on page 266 2 2 WebFOCUS 6 Using Document View and Building Compound Documents 2 Right click the active form control you wish to change the filter condition for and select Properties as shown in the following image Document Size and Position Delete 5044 TALLY 2000 7m r 3 From the Active Dashboard Properties dialog box select the desired filter condition as shown in the following image 2 Active Dashboard Properties x a a kil Prompt Source amp Targets Y Cascades Prompts Sour
109. eas 2x2 is selected for a report F Filter Column Labels ACROSS yF REGION EQUAL to Northeast Wiest RESION aj Row Labels BY T Measures SUM PRODUCT UNITS DOLLARS Output Window Provides the Arrange Output Location and Switch Output buttons as shown in the following image Arrange Oukput Switch Location OUEGUE Output indor 10 WebFOCUS 3 Using the InfoAssist Application Window Selecting Switch Output opens a drop down menu for choosing to view any active output window Selecting the Arrange button opens a drop down menu for choosing to display multiple output windows in several different ways For example the following image shows how you can display three output windows when you select Tile Vertically amp ggsales 6 0x jagsales 5 jggsales 4 Unit Dolla Unit Product Region Product Sales Region Sales Product Sales Region Biscotti Midwest Jz Biscotti 421377 West 5263317 Biscotti 145242 Northeast Capuccino 189217 West 2381590 Capuccino 44785 Northeast Coffee 186534 West 2337567 Coffee 40977 Northeast Northeast Grinder Grinder Coffee 190695 West 2449585 Coffee 46185 Northeast Pot Pot Southeast Croissant 630054 West 7749902 Croissant 137394 Northeast Espresso 308986 West 3906243 Espresso 68127 Northeast Latte 878063 West 10943622 Latte 222866 Northeast West z hug 360570 West 4522521 Aug 91497 Northeast Scone 333414 West 4216114 Scone 70732 Northeast Capuccino Northe
110. edure How to Insert an Image 1 With InfoAssist open in the Document view select the nsert tab from the Control Panel 2 Select Image in the Objects group as shown in the following image Text Si Objects 246 WebFOCUS 6 Using Document View and Building Compound Documents An Open dialog box appears as shown in the following image Open Look in gt Reporting Server E Mame Size Type A ENGLAND hia GIF FRANCE Nia GIF GERMANY hia GIF W ITALY NJA GIF 7 w JAPAN NJA GIF CHECKLIST Nia GIF CUP Nis GIF mi m ms m m m Rida T wa lt it l gt Files of type Image Files gif jpg OK Cancel 3 Browse to the desired image and press OK The selected image will appear in the top left corner of the canvas as shown in the following image g CAR Dimensions I E COUNTRY BH CAR E MODEL Information Hal elle E Business E BODYTYPE Builders irisiigence E WARRANTY STANDARD aa WebFOCUS InfoAssist User s Manual 247 Building a Compound Document Editing Components in a Compound Document The reports controls and text on a compound document can be edited moved resized and deleted Each of these components has a context menu which can be accessed by right clicking the component Images can be moved resized and deleted but they have no context menu and cannot be edited Right clicking a image will only bring up the option to del
111. egend on the chart Possible values are Auto the default Vertical Horizontal For an example of a customized legend see How to Customize the Display of Legend Labels on page 183 Legend Area Color Enables you to specify the color of the legend background area using the Color dialog box This option is available only when you right click the area around the legend Legend Border Enables you to specify the color of the border around the legend Color background area using the Color dialog box This option is available only when you right click the area around the legend WebFOCUS InfoAssist User s Manual 221 Designing a Chart in Active Preview 222 WebFOCUS WebFOCUS Using Document View and Building Compound Documents Designing documents in Document view allows you to add text images active form controls reports and charts to create compound documents that can be used to generate presentation ready reports based on your data Document view combines the features of report building with the ability to style and present customized documents WebFOCUS InfoAssist User s Manual Topics l Accessing Document View Building a Compound Document Adding Active Technologies Form Controls to a Compound Document 223 Accessing Document View Accessing Document View A blank InfoAssist canvas in Document view is shown in the following image OET IGT cGuve In Documen
112. egion Hortheart West 1 i oe Coy ol vl Biscotti 145 242 44 785 40 977 46 185 137 394 68 127 227 866 31 497 8 50 x 11 00 in 1 802 005 542 095 509 200 590 780 1 670 818 850 107 2 771 815 1 144 211 907 171 604 098 70 436 71 168 45 081 47 432 197 022 71 675 213 920 93 881 72 776 863 868 895 495 603 436 613 624 2 425 601 907 617 2 670 405 1 188 664 912 868 571 368 ____________________________ 100 mt te Note The active PDF output can only be displayed if you have Adobe Reader 9 0 or higher 112 WebFOCUS 3 Using the InfoAssist Application Window The following image shows Excel 2000 report output displayed with an output location of new window x jggsales 6 A fe O D T E A 1 Region L Hortheast West Unit Sales Dollar Sales Unit Sales Dollar Sales 14524 1602005 fO436 S6s66e 44ren nO 5 11168 TEHE E sng 509200 46081 603436 46185 50780 drddz 61624 ars 16 0818 197022 2425601 pele eal 107 files SO 7617 22266 Fahl 213920 26 0405 91497 1144211 F388 1 1188664 T F 207171 T26 112868 Thermos Aes 70 604038 A648 a Polat H 4 H Sheeti WebFOCUS InfoAssist User s Manual 113 Using the Navigation Taskbar The following image shows PowerPoint report output displayed with an output location of new window ogsales 6 Ody ance Reverse Print Copy Slide Edit Slides Full Screen Using the
113. eld Edit Title P Enter Title Cancel Edit Format Opens the Field Format Options dialog box where you can edit the field type and display options Deletes the selected field All the right click options available in the Query Design pane are also available in the Field tab For more information see Using the Field Tab on page 72 WebFOCUS InfoAssist User s Manual 97 Understanding the Results Panel Understanding the Results Panel 98 As you create or modify a report the Results Panel displays the Layout Canvas in the default Interactive Design view or in the Query Design pane when you select Query Design view When you execute a report the Results Panel displays the Output window If the output window is closed or if there is no report to preview the Results Panel is blank You can select Query Design view or Interactive Design view from the Design group of the View tab or Home tab The following image shows the Results Panel which displays a chart preview when you first enter InfoAssist to create a chart The Resources Panel appears to the left of the Results Panel E casates Dimensions Category Product ID Product Region State city Store ID Date og Measures Properties Y Fiter all Query jii Measure Sum x Axis ii Legend Series Wii Multi graph Group O Group 1 Group 2 Group 3 Group 4 Group 5 E SeriesO I Seriesi Q Series2 QM Se
114. enu which opens when you click the IA button in the top left corner of the InfoAssist window displays buttons for commonly used functions and lists recently worked on reports and reports that have been pinned to the Recent Reports section You can use this menu to create a new report open an existing item Save a report save a report with a new name publish a report to your managed reporting environment run a report run a report in deferred mode close InfoAssist modify user preferences exit the tool open a recently worked on item and open a pinned item The Application Main Menu as shown in the following image lists recently worked on reports and pinned reports The menu also displays buttons labeled New Open Save Save As Publish Run Run Deferred Close Options and Exit Recent Items Aj Document1 Reporti Report Chart1 Chart 3 Options Exit Selecting New has different behaviors depending on your current InfoAssist session For more information see New Icon on page 36 Selecting Options opens the Options window where you can change the default user preferences to customize the InfoAssist application For more information see Changing User Preferences on page 26 WebFOCUS 3 Using the InfoAssist Application Window i Reference Selecting Close will close only the currently active report You will be prompted to save upon closing Recent Items The Recent Items section of the Application Main
115. eport a Interactive Design View Background city Store ID wom Y 1 Axis Labels F Fiter all Query hil Measure Sum 01 Axis Labels ii Legend Series Wii Multi graph Sy Interactive Horizontal Major Grid Line E Dollar Sales Budget Dollars You can customize optional elements on a chart that is elements that are not included by default For example you can draw minor grid lines on a bar chart and customize them using the options on the minor grid line right click menu For instructions on drawing minor grid lines see How to Display Grid Lines on page 179 196 WebFOCUS 5 Creating and Customizing Charts Customizing a Series How to Display Measure Data on a Chart Using Aggregation Values Apply Traffic Light Conditional Styling to a Chart Suppress the Display of a Series Control the Color Mode A series is a data source field that is included in a chart You can customize a series in a number of ways When you right click a series on a chart in Interactive Design view a menu similar to the following is displayed Tip The options that you see on the menu depend on the type of chart that you are creating For example you do not see Series Type for a pie chart but you do see it for a bar line and area chart f Filter values B Prompt For Values E2 Aggregation Functions YE Traffic Light Conditions b Visibility 4 Change Title F2 Ser
116. eric values To make your choice of color transparent for the purpose of overlay and translucency select the Transparent check box The Header Footer button is available in Query Design view Interactive Design view and Document view Clicking the Header Footer button opens the Heading amp Footing dialog box from which you can add and style headings and footings For a report you can add and style report headings page headings page footings and report footings In the dialog box the tab for Report Heading is selected active by default 4 For a chart you can add and style page headings and page footings For a chart Page Heading is selected active by default WebFOCUS InfoAssist User s Manual 45 Accessing Properties Using the Control Panel 46 The following image shows the Heading amp Footing dialog box with Report Heading active by default It contains sample report heading text Dollar Sales by Product and Region 4 _ S gt Header amp Footer a i Report Header Page Header Page Footer jReport Footer Trebuchet MS 14 B Z U mm Fl PE Enter text herel SOK Reset canel amp Apply Another way to access the Heading amp Footing dialog box is to click the arrow next to the Header Footer button It opens a drop down menu from which you can select the heading or footing that you want to work with After you make your selection the Heading amp Footing dial
117. ersus the hidden option allows the user to better distinguish the difference between the first and second options The hidden option is available by accessing the Navigation dialog Selecting Dimension filtering enabled means that dimension filters are displayed at the top of the report Customizing the filter placement must be done in the Navigation dialog box accessed by clicking More options Selecting Dimensions grouped in tabs means that the dimension filters are grouped into tabs based on hierarchy within statements in the metadata If you select More options the Auto Drill amp Analysis dialog box opens as shown in the following image Auto Drill amp Analysis x OLAF options Auto drill options OLAP panel is not accessible Dimensions gt OLAP panel is accessible Dimensions and Measures gt Hide access to the OLAP Panel None gt Dimension filtering enabled Filtering position Top gt Dimensions grouped in tabs wf OK Reset canel Apply The Auto Drill amp Analysis dialog box allows the following additional configuration customization options for OLAP output 4 Selecting OLAP panel is not accessible means that only the sorting options will display in the column titles and the OCP OLAP Control Panel cannot be accessed from the title options 4 Selecting OLAP panel is accessible allows access to the OLAP panel using the OLAP button in the output of the report 4 Selecting Hide access to
118. ert Tab on page 48 1 With InfoAssist open in the Document view select the nsert tab from the Control Panel WebFOCUS InfoAssist User s Manual 231 Building a Compound Document 2 Select Chart in the Reports group as shown in the following image Dee 8 D insert Format Data Layout View TEF Reports Objects Report Chart A chart placeholder appears in the top left corner of the canvas You can now add fields to the chart using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Procedure How to Insert a Chart With Drag and Drop In Document view you can insert charts in a number of ways Inserting charts by dragging data source fields from the Resources panel onto the Layout Canvas can be accomplished in both the Interactive Design view and Document view To insert a chart make sure that Chart is selected in the Destination group of the Format tab This option is also on the Home tab in the Format group 1 With InfoAssist open in Document view select the Format tab from the Control Panel 2 Select Chart in the Destination group as shown in the following image TY a amp Bl Run Home ae Slicers Layout View EEEE E Active PDF oe PowerPoint InfoMini Report lash A b HTML Features Output Types Destination Note Chart can also b
119. es numeric axis are disabled by default They apply only to scatter and bubble chart types where the X axis is numeric Using the applicable right click menu you can remove any type of grid line or change its color WebFOCUS 5 Creating and Customizing Charts The following image shows the menu that is displayed when you right click any type of grid line on a chart In this example a vertical major grid line is selected fh Delete Set Line Color 800K 400K Midwest Northeast Southeast Region Dollar Sales Budget Dollars The options for the grid line elements are described in the following table m Somen ooer Horizontal Major Grid Lines Delete Removes the grid line from the chart Honzontal Minor eid lines and updates the active preview accordingly Vertical Major Grid Lines Ordinal Axis Set Line Enables you to specify the color of l l ue l Color the grid line using the Color dialog Vertical Minor Grid Lines Ordinal box Axis Vertical Major Grid Lines Numeric Axis Vertical Minor Grid Lines Numeric Axis Customizing the Axis Labels A chart can contain the following types of axis labels I 01 axis labels are also called the ordinal axis labels They do not apply to the scatter bubble pie funnel or gauge chart type WebFOCUS InfoAssist User s Manual 213 Designing a Chart in Active Preview 214 4 Y1 axis labels represent a numeric scale usually located on the left side o
120. es different options for selecting output formats and other reporting features depending on whether you are creating a report or a chart For reports the Format tab provides access to the Output Types Destination Navigation and Features groups as shown in the following image ES a eA San Format Data Slicers Layout View A Q 4 4 m3 S A fa n DG chart fa z amp a m Ea a x n a Bie Active Active PDF Active Excel PowerPoint InfoMini Report Tableof Freeze Pages On Auto Drill amp Features Report Flash PDF 2000 Contents Demand Analysis Output Types 7 Destination z Navigation For charts the Format tab provides access to the Output Types Destination Chart Types Features and Labels groups as shown in the following image ESN Format Data Slicers Layout View Series Aa majaga 2 wok Bs ican ie Active Active PDF Active ah Features Labels Report Flash PDF 2000 Output Types Chart Types The Format tab provides the following groups and options Output Types Provides buttons that you can select to create output in any of the supported formats which include HTML the default for charts and reports active report active Flash PDF the default for compound documents active PDF Excel formats Excel 2000 only for charts and Compound documents and PowerPoint as shown in the following image For more information on the additional Excel formats available for reports see Excel Ou
121. esign View Values are Interactive and Query The default value is Query Preview Method Values are Preview with Source Data and Preview with Sample Data This menu becomes active when Interactive is selected from the Design View drop down menu The default value is Preview with Source Data Record Limit Values are All Records 1 10 50 500 or you can type the desired numeric value directly in the menu The default value is 500 4 Data Panel Values are Logical List and Structured The default value is Logical Query Panel Values are 2x2 2 columns by 2 rows 1x4 1 column by 4 rows and Tree The default value is Tree 4 Output Target Values are Single Tab New Tab Single Window and New Window The default value is Single Tab WebFOCUS InfoAssist User s Manual 27 Changing User Preferences Reference Reference 28 Format The Format section of the Options window provides drop down menus for selecting values for the following settings Report output type Values are HTML PDF PowerPoint Excel 2007 Excel 2000 active report active Flash and active PDF The default value is HTML Chart output type Values are HTML PDF PowerPoint Excel 2000 active report active Flash and active PDF The default value is HTML Document output type Values are HTML PDF PowerPoint Excel 2000 active report active Flash and active PDF for Compound documents containing only reports The default val
122. ete it Procedure How to Resize a Component You can resize of a component by clicking it changing the height and width from the Size amp Arrange group on the Layout tab or by accessing the Size section of the Size and Position dialog box This feature is available for all components that can be added to a compound document 1 Open or create a compound document with at least one report text component control or image 2 Click the component and resize it using one of the following methods 248 WebFOCUS 6 Using Document View and Building Compound Documents With a component selected sizing handles appear around the component as shown in the following image ALFA ROWE J AUDI BANY a DATSUN JAGUAR JENSEN MWASERATI PEUGEOT TOYOTA TRIDA PH Resize the component by dragging the sizing handles or 4 Right click the component and select Size and Position WebFOCUS InfoAssist User s Manual 249 Building a Compound Document Select Size from the left pane as shown in the following image 42r Size and Position x Size Position mue Height 23 Width 128 Scale Height 100 Width 100 Se Autofit Auto Overflow l Lock Aspect Ratio E Relative to original image size wf OK amp cancel apply Use the Height and Width options to change the position of the selected component You can adjust the pixel size of the object with the Size options or the scale percentage of the objec
123. ete or modify the internal comments located at the top of the procedure Modifying these comments or any content of the procedure could produce unpredictable results when you open the report with InfoAssist In general we do not recommend that you manually edit a procedure WebFOCUS 1 Introducing and Launching InfoAssist i Introducing Personal InfoAssist The self service version of InfoAssist known as Personal InfoAssist is available outside the Dashboard Managed Reporting environment Any application can call and open Personal InfoAssist This feature enables you to integrate InfoAssist into your own self service applications With Personal InfoAssist you can browse for saved reports procedures on your local desktop You can also save reports to the local desktop and restore them from the desktop You execute reports only within InfoAssist There is no facility that allows query execution outside the tool You can call Personal InfoAssist from a URL that is a standard JavaServer Page JSP All functionality for the Dashboard version of InfoAssist is provided in Personal InfoAssist except the following 4 Customizing InfoAssist by modifying user preferences 4 Drilling down to a procedure 4 Applying custom themes Running reports in deferred mode The URL for accessing Personal InfoAssist is http hostname port wf_context_root MyIA IBIC_server server amp IBIAPP_app app where hostname port Is the name o
124. exist in the original view Selecting Document view while a single report is open does not convert the report to a compound document It makes a copy of the report with the copy becoming a compound document and the original remaining unchanged You can switch between the new compound document and the original report using the Switch Report button in the Report group on the View tab of the Control Panel For more information on switching between reports see Using the View Tab on page 66 WebFOCUS InfoAssist User s Manual 229 Building a Compound Document Building a Compound Document Document view allows you to build multiple reports and charts on the same canvas The styling design and report building functionality of Interactive Design view and Query Design view is available in Document view as well as additional features that simplify building compound documents You can build and insert multiple reports in the form of reports and charts You can also insert images and text for presentation and organizational purposes Creating a Compound Document From a Single Report You can take a single report created in Interactive Design view or Query Design view and convert it into a Compound document displaying it in the Document view When you convert a single report into a compound document the original report is preserved and a copy of that report is opened as a compound document in Document view You can then add additional reports chart
125. ext menu or Field tab The procedure below applies only to charts Reports can be edited and have a context menu that is covered in How to Style and Customize a Report on page 255 Text can be edited and has a context menu that is covered in How to Edit Text on page 260 Images cannot be edited 1 Open or create a compound document with at least one chart 2 Click the chart WebFOCUS InfoAssist User s Manual 257 Building a Compound Document Sizing handles appear around the border as shown in the following image Product Region Dollar Sales Capuccino Northeast Southeast West Espresso Midwest 1294947 Northeast 850107 Southeast 853572 West 717345 Unit Sales B Midwest E Northeast E Scutheast E Vest Take note of the groups on the Field tab The groups of the Field tab are still grayed out and inactive as shown in the following image By ae amp P Run AYOUL Ev i i mmi Data style wo Nine trea Sub Fost Ay f Busse Filtzr oa EE 7 E gubeeeal Watalii a i ee 258 WebFOCUS 6 Using Document View and Building Compound Documents 3 Right click the chart and select Edit Chart as shown in the following image LU Wie Ql San Home Insert Format Data Slicers Layout View Field A Z 4 3 pagebreat m SubiHead reat Sub Fone AAA A HD SNS eaneteneineTes A Filter State city Store ID Date E Measures Properties WU MIE ccs cou sac
126. f a vertical chart I Y2 axis labels represent a numeric scale usually located on the right side of a vertical chart with dual axes or multiple axes The features that apply to Y2 axis labels also apply to Y3 axis Y4 axis and Y5 axis labels X1 axis labels appear on chart types such as scatter and bubble where the X axis scale is numeric Using the applicable right click menu you can delete stagger rotate and style any type of axis label You can also format any type of axis label except the O1 axis label The following image shows the menu that is displayed when you right click a Y1 axis label on a chart 2M af N Delete Stagger b 16 Rotate gt Format Labels gt Style Labels Midwest Northeast Southeast West Region E Dollar Sales Budget Dollars WebFOCUS 5 Creating and Customizing Charts The options for the axis label elements are described in the following table For an example of a chart with customized axis labels see How to Customize the Display of Axis Labels on page 182 O1 Axis Labels Delete Removes the labels from the chart and updates the active preview accordingly Stagger Controls the positioning of the labels The On value positions the labels in a zigzag pattern The Off default value positions the labels in a straight row Rotate Rotates the labels a specified number of degrees None the default 45 90 or 270 Style Labels Enables you to apply styling to the labels using the
127. f data Vertical Box plot A vertical box plot is oriented vertically and shows distribution of data through five number summaries Upper limit Upper Quartile Median Lower Quartile and Lower Limit This chart can be represented with or without outliers also known as whiskers Horizontal Box plot A horizontal box plot is oriented horizontally and shows distribution of data through five number summaries Upper limit Upper Quartile Median Lower Quartile and Lower Limit This chart can be represented with or without outliers also known as whiskers WebFOCUS 5 Creating and Customizing Charts 4 Funnel A funnel chart is essentially a pie chart displaying only one group of data at a time from the first series to the last series at the bottom of the funnel 4 Pyramid A pyramid chart is essentially a pie chart displaying only one group of data at a time from the first series to the last series at the top of the pyramid Spectral map A spectral map contains a row or column matrix of markers that are displayed in different colors according to the data values Procedure How to Select a Basic Chart Type Procedure The Chart Types group provides buttons for selecting the five most commonly used chart types 1 On the Format tab in Query Design view or Interactive Design view locate the Chart Types group Click the Bar Pie Line Area or Scatter button depending on the type of chart that you want to create
128. f the host where the WebFOCUS Web application is deployed Specify the optional port number only if you are not using the default port number 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 sSerVeLl Is the optional WebFOCUS Reporting Server to use app Is the optional application path name to search WebFOCUS InfoAssist User s Manual 15 Accessing InfoAssist Accessing InfoAssist In this section Accessibility Compliance With InfoAssist Creating Reports From Reporting Objects You can launch InfoAssist in Dashboard from the following access points J Standard Reports 4 Reporting Objects 4 My Report created from a Reporting Object Custom Report The following apply 4 InfoAssist is not accessible from the Managed Reporting Applet 4 Administrators and developers with the Data Server privilege can override the application path at the time of data selection Accessibility Compliance With InfoAssist 16 WebFOCUS InfoAssist is Section 508 compliant with the following end user configuration 4 Internet Explorer Browser Version 7 or 8 4 JAWS Version 9 0 or higher See the Freedom Scientific web site http www freedomscientific com for browser requirement information In Dashboard accessibility mode is on by default for Section 508 users Non Section 508 users must click the Accessibility On link in the Dashboa
129. g S wx fer ccccieccdensceussuneretecosereselsoteensnaseresbentwere REEE REET REN ENEE 173 Adding a Page Heading and Page Footing to a Chatt ccccccccecescecceeeeeteateseeeeeaesaeeeeeees 189 Designing a Chart in Active PreVieW cccccceccsceeeceeeeseeeeseeseeeseeseaseseeseaeeseeseaeentaseaeeneages 193 Chart Elements ae en en eee esi ee eee eee eee rski 196 Customizing a SOOS eeren e EEE E cae EEEN Eara 197 Customizing the Background and FLAMe ccccccecceceeeeceeeeeeaeeaeeeeaeeaeeseaeeseeneaeentaness 207 Customizing The Grid LINCS c c00 0 cceceeesceececcscedevedesscuccsnceeteceeensseeecensesessadeascncemenarses 212 RESO aI Me AX LIDE site os See ene E oceans se ececeeceanes wucleesetean 213 Customizing the Axis TU Sis sieccs scales cesta ope aetna eae care cee ence ne acenes tad ceretaseeten 216 4 WebFOCUS Contents i Customizing the LOGON 6cccecececcecteceetecnececcscadevscesctuccseceenseecensensecenceversndeesonceuenerses 220 6 Using Document View and Building Compound Documents s0sssssse0 223 Accessing Document VIEW icsississrs isitin inisa sages ERE ae ene nessa eset esesrencst gute ea 224 Building a Compound Docume N sssssssccssnre ee EEEE e 230 Creating a Compound Document From a Single ReEport cccccceceseeeeeeeseeeeaeeneenees 230 PAS STUN i oie et sete cleats eas meters scene hee tee ele eG ae paid sievdaceuenasteaareentoiwareeetaus 231 AS CURIE tel REDON eorr a E E bas aecesete ones T E E
130. g the options in the Context menu you can style the text and insert quick text 262 WebFOCUS 6 Using Document View and Building Compound Documents The text component menu options are as follows Font Changes the font of the selected Not available text Size Changes the size of the selected Not available text Bold Changes the font weight of the Not available selected text Italic Applies or removes italics from Not available the selected text Underline Applies or removes underline Not available from the selected text Changes the text color Not available ae Cuts the selected text Not available Copies the selected text Not available Pastes text from the clipboard Not available Insert date time Inserts Date or Time quick text MM DD YY with various format options HH MM SS MMDDYY MMDDYYYY DDMMYY DDMMYYYY YYMMDD YYYYMMDD WebFOCUS InfoAssist User s Manual 263 Building a Compound Document Insert page Inserts page number quick text 4 Page X with various format options Total pages Page X of Y Procedure How to Delete a Component The procedure below applies to all components in the Document view 1 Open or create a compound document with at least one component 2 Right click the component select Delete and the component will be deleted from the canvas egonal Performance Monthly Update Edit Text Product Rezion Dollar Sales Caouccina Northeast ard be Sout
131. gend display options appear on the chart The following is an example of a bar chart with the Legend Position set to Right bottom and the Legend Orientation set to Vertical HW Dollar Sales Biscotti Coffee Grinder Croissant Product E Quantity Procedure How to Display Data Labels You can display data labels values on a chart in a variety of ways Create a chart Click the Series tab in the Control Panel Click Data Labels in the Properties group to enable label display Click Data Position in the Properties group 2 2 e In the drop down menu that opens select one of the following data label display options E Above the default L On top edge Below top edge Center U O Base 6 Run the report WebFOCUS InfoAssist User s Manual 185 Using Custom Chart Features The chart displays the selected data label option The following image shows data labels that are displayed using the Center display option an a m uF k T 5 Biscotti Capuccino Cofee Grinder Coffee Fot Croissant Product Procedure How to Customize the Display of Markers By default data markers are automatically displayed on line and scatter chart types If a line or scatter chart type contains more than one measure field markers are also displayed in the legend You can change the default shape of the data and legend markers to a shape of your choice 1 Create a chart for a line or scatter chart type
132. ght clicking an X Axis or Legend Series field in a chart displays the Filter Values Sort Visibility Change Title and Delete options as shown in the following image p 7 d Filter Values e Sort I fg visibility p k Change Title i Delete Right clicking a Coordinated field in a chart displays all the preceding options with the exception of Change Title Reference Right Click Field Options in Query Design Pane The following table lists and describes all the right click field options available in the Query Design pane for a selected field Filter Values Opens the Filter dialog box for creating WHERE statements which enable you to select only the data that you want and to exclude all unwanted data Prompt for Values Opens the Filter dialog box for creating an auto prompting parameter that can be selected when a report is run Rank Inserts a rank column immediately to the left if a BY field is selected and copies the field as a BY field and adds a rank column to the left of the BY field if a Measure is selected Ranking a Measure will result in two copies of the field the original Measure and the BY field that is created during ranking Limit Provides a menu for specifying the number of unique values displayed for a sort group that has been added Provides a menu for selecting sorting options Data Bars Provides a menu for enabling the data bar representation functionality Selecting On adds a data visua
133. gregation type value for all numeric fields added to the Measure field container in the Query Design pane Changing the Measure field container from Sum to Print Count or List overrides all assigned aggregation type values For more information related to reports see How to Display Measure Data Using Aggregation Options in a Report on page 145 For more information related to charts see How to Display Measure Data on a Chart Using Aggregation Values on page 200 WebFOCUS InfoAssist User s Manual 19 Accessing Properties Using the Control Panel Selecting Traffic Lights opens the Traffic Light Condition dialog box From that dialog box you can add new conditional styling or modify existing conditional styling by applying traffic light and other colors to a selected field in the output when the field meets specified criteria For more information related to reports see How to Apply Traffic Light Conditional Styling to Data in a Report on page 129 For more information related to charts see How to Apply Traffic Light Conditional Styling to a Chart on page 201 Visibility Enables you to hide or show a selected field in the output Fields added to a report or chart are visible in the output by default Selecting Hidden in the Visibility group as shown in the following image hides the selected field Suppresses its display in the output 5 Hidden Visibility To display a hidden field select Hidden again Links Enables you to add a
134. hart in the Destination group as shown in the following image IA a e Run Home Insert Format Data Slicers Layout View b m ajoa Ex e HTML Active PDF Active Excel PowerPoint InfoMini Report Report Flash PDF 2000 Output Types Destination xx es Navigation Features Note Chart can also be selected from the Home tab in the Format group Right click a data source field in the Data pane of the Resources Panel A menu will appear as shown in the following image cart Ye Dimensions Title For Country Available brands Include as Measure h Include as Category 4 Include as Legends Series og Measures Properties SEATS Select from the available right click options which are listed below Include as Measure For measure numeric fields 4 Include as Category Axis For dimension non numeric or date fields 4 Include as Legend Series For dimension non numeric or date fields WebFOCUS InfoAssist User s Manual 235 Building a Compound Document 236 d Filter For all types of fields L Coordinated Note The Coordinated field container contains a common sort field for creating multiple reports and graphs that are burst into separate page layouts Each value for a coordinated sort field displays on a separate page A chart placeholder with the selected data source will appear in the Results panel as shown in the following image PI
135. hat action WebFOCUS 3 Using the InfoAssist Application Window Hl You can undo and redo up to 25 actions per session InfoAssist maintains the undo redo list of actions even when you switch between reports When a dialog box is open in the application window you cannot use the Undo and Redo icons However when you click OK and close the dialog box the icons become available for use With a single click of Undo you can undo all the actions that you performed in the dialog box and you can reinstate them with a single click of Redo Accessing Properties Using the Control Panel In this section Using the Home Tab Using the Insert Tab Using the Format Tab Using the Data Tab Using the Slicers Tab Using the Layout Tab Using the View Tab Using the Field Tab Using the Series Tab The Control Panel provides access to logical groupings of all property controls and options in one location This feature minimizes the need to go to other areas of the application to view or modify application properties Property controls and options are grouped logically by functionality using a set of tabs located at the top of the Control Panel Each tab provides a collection of related groups containing icons buttons The tabs which are located below the Application Main Menu and Quick Access Toolbar include Home Insert Format Data Layout View and Field as shown in the following image The Home tab is selected by default when you first open
136. he report in Document view refer to How to Access Document View From the Document Button on the Home and View Tabs on page 228 Procedure HowtoAccess Document View By Opening an Existing Report From the Quick Access Toolbar You can access existing compound documents in Document view from the InfoAssist Quick Access Toolbar 1 With InfoAssist open select Open existing item from the Quick Access Toolbar An Open dialog box appears as shown in the following image Open ox Look in Custom Reports l Description Size Type Di Fy Report 1208 bytes MyReport Fr l Chart1 3837 bytes MyReport Fr ps Reporti 1208 bytes MyReport Fr A Chart2 3837 bytes MyReport Fr Document 1589 bytes MyReport Fr jil gt File name Files of type Procedure Files x 2 Select one of the compound documents which are represented by the Document 3 icon 3 Click OK InfoAssist opens the compound document in Document view WebFOCUS InfoAssist User s Manual 2217 Accessing Document View Note If you select a single report in step 2 InfoAssist will open the report in either Query Design view or Interactive Design view To view a copy of the report in Document view refer to How to Access Document View From the Document Button on the Home and View Tabs on page 228 Procedure Howto Access Document View From the Document Button on the Home and View Tabs With InfoAssist in Interactive Design view or Query Design view you ca
137. heast Southeast West Northeast Southeast West Widest Northeast Southeast West Widest Northeast Southeast West Midwest Unit Sales 6105 145242 119594 T0436 44a Ta264 71168 10393 Aggy 47083 48081 47156 46185 49922 dra 139182 Dollar Sales 1091 27 1802005 1505717 Be S868 542095 944000 35495 619154 BOS 00 RETES 603436 oS Fe ASO 80 645303 613624 1751124 The following image shows HTML report output which is the default output format as displayed in the Output window The Resources Panel is displayed on the left WebFOCUS 3 Using the InfoAssist Application Window The following image shows active report output displayed with an output location of new window Bi ggsales 6 10 of 10 records Page 1 of 1 Region Hortheast Product T i i sort Ascending Biscotti 145242 1802005 Capuccino derah Pee 5 Coffee Grinder 40377 509200 Filter Calculat Sates Pat 46185 590780 PEE Chart Croissant 13394 1670818 Rollup Espresso galar 850107 Pivot Cross Tab Latte 222866 2771815 visualize ihug 31497 1144211 Sort Descending Hide Column Scone T F 207171 Unhide Columns Thermos deari BU4098 Show Records Comments Send as E mail Save Changes Export window Restore Original WebFOCUS InfoAssist User s Manual 109 Understanding the Results Panel The following image shows active Flash output displayed with an output location of new window The drop down menu for the second column of
138. heast 944000 West 835425 Espresso Mi duvest 1294947 Northeast 50107 Southeast 853572 West F345 Unit Sales E Mida E Rothe E Southeast M West Note You can also delete a component by clicking it and pressing the Delete key Reference Output Format Options in Compound Documents A compound document cannot output in Excel 2007 Excel Pivot or Excel Formula format 264 WebFOCUS 6 Using Document View and Building Compound Documents Adding Active Technologies Form Controls to a Compound Document Procedure In this section Associating a Field With a Control Using the Active Dashboard Properties Dialog Box How to Add an Active Technologies Form Control to a Compound Document You can insert active form controls into a compound document to act as filters on the reports of the document You can also cascade chain controls to populate based on the selections of the previous controls The output format of the compound document must be active report active Flash or active PDF in order to insert active form controls How to Add an Active Technologies Form Control to a Compound Document 1 2 With InfoAssist open in the Document view select an active output type active report active Flash active PDF from the Output Types group of the Format tab Select the Insert tab from the Control Panel Select a form control to insert from the Active Dashboard Prompts group as shown in the following image Cy
139. hyperlink or drill down procedure to a selected field in a report by selecting Hyperlink in the Links group as shown in the following image Hyperlink Links 80 WebFOCUS 3 Using the InfoAssist Application Window fl When you select Hyperlink the Drill Down dialog box opens From that dialog box you can configure a hyperlink or drill down procedure for the selected field Clicking that field in report output takes you to the specified URL or executes the specified procedure The Drill Down dialog box is shown in the following image Drill Down Hyperlink URL Alternate comment Execute a procedure Using the Series Tab The Series tab which appears in the Control Panel only when you are working with charts provides access to chart properties and options through the Select Properties Line and Pie groups as shown in the following image Home Format Data Layouk wiew Field Series aal aal ss E CA OO KG a l V All Series Data Data Type Trendine Equation Smooth Marker Fosition Labels Properties Fie Select WebFOCUS InfoAssist User s Manual 81 Accessing Properties Using the Control Panel 82 The Series tab provides the following property control groups Select Provides a drop down menu for selecting a specific measure field to which to apply one or more of the options that are available in the Series tab The default setting is All Series which applies the selected options to all the
140. ied procedure in the tool How This Manual Is Organized This manual includes the following chapters Introducing and Launching Describes the benefits of the WebFOCUS InfoAssist InfoAssist ad hoc reporting tool how to access it and how to use its start up screen Setting InfoAssist User Describes how to customize the InfoAssist Preferences application Using the InfoAssist Describes how to use the elements that make up the Application Window application window Customizing and Styling Describes how to apply styling to reports and create Reports custom report output Creating and Customizing Describes how to create and customize charts and Charts provides an overview of the available chart types and output formats WebFOCUS InfoAssist User s Manual T Documentation Conventions Using Document View and Describes features of compound documents and Building Compound Document view which enables users to add text Documents images active form controls reports and charts to create compound documents in InfoAssist Documentation Conventions The following table lists and describes the conventions that apply in this manual THIS TYPEFACE 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 Indicates a default setting underscore this typeface Represents a placeholder or variable a c
141. ield in the Resources panel can be accomplished in the Query Design view Interactive Design view and Document view To insert a report make sure that no report is actively selected on the canvas and Report is selected in the Destination group of the Format tab This option is also on the Home tab in the Format group 1 You cannot insert a new report with a double click if a report is actively selected If a report is selected click the canvas to deselect the report and make the canvas the active object 2 Select the Format tab from the Control Panel 3 Select Report in the Destination group as shown in the following image 1A ae Run a Home ml Slicers Layout View PowerPoint InfoMini pat oni HTML Active PDF my Report Mash Output Types Destination Note Report can also be selected from the Home tab in the Format group WebFOCUS InfoAssist User s Manual 239 Building a Compound Document 4 Double click a data source field in the Data pane of the Resources Panel A report with the selected data source will appear in the Results panel as shown in the following image oe Document A 100 L5 2 DOOR AUTO 2000 4 DOOR BERLINA 2000 GT VELOCE 2000 SPIDER VELOCE 2002 2 DOOR AUTO 3 0 514 DOOR 3 0 S14 DOOR AUTO 504 4 DOOR F301 4 DOOR 5301 4 DOOR AUTO B210 2 DOOR AUTO COROLLA 4 DOOR DIX AUTO DORA 2 DOOR INTERCEPTOR III TR Y12XKE AUTO XJ12L AUTO lv You can now add fields to
142. ies Type Series Color Data Labels Color Mode 4dd Trendline gt Delete Southeast Region r Sales E Budget Dollars 197 WebFOCUS InfoAssist User s Manual Designing a Chart in Active Preview The options on the menu are described in the following table Filter Values Enables you to create or modify a WHERE statement using the Filter dialog box With a WHERE statement you select only the data that you want to display and exclude unwanted data For information on filtering your data see Using the Data Tab on page 57 and Using the Field Tab on page 72 Prompt for Values Enables you to create an auto prompt parameter using the Filter dialog box With this type of parameter you are prompted for a value for a data source field when you run a report The output displays information only for the field value that you choose For information on creating an auto prompt parameter see Using the Field Tab on page 72 Aggregation Functions Assigns an aggregation value to a numeric measure field in a report Aggregation values include the following None the default Sum Average Count Percent of Count First Value Last Value Maximum Minimum Total Percent Row Percent Average Square For instructions see How to Display Measure Data on a Chart Using Aggregation Values on page 200 Traffic Light Conditions Enables you to specify the color of numeric measure fields in the output depending on conditions that you set By
143. ign view displays a preview of the report that is being created in the Results Panel For details see Understanding the Results Panel on page 98 Show Hide Provides the Resources Ruler and Grid buttons as shown in the following image which enables you to choose different viewing options while working with reports and output 66 WebFOCUS 3 Using the InfoAssist Application Window Resources Show Hide The default view in InfoAssist shows both the Resources Panel and the Results Panel at the same time Selecting Resources minimizes the Resources Panel and expands the size of the Results Panel to also occupy the area where the Resources Panel normally appears The Results Panel can display a preview of a report output of a report or the Query Design pane Data Panel Enables you to display data source fields in the Data pane Resources Panel using different views that are labeled Logical the default List and Structured All three views provide options for displaying each data source field as a Title Description or Field Name The List view also includes options to show the Alias Format and Reference of each field The Data Panel group is shown in the following image t Ele it n List Structured l Daca Panel The following is an example of the default Logical view displaying the Title of each field gi GGSALES Be Dimensions Category Product ID Pro
144. iner or Filter in the Query Design pane After you add data source fields to a Query field container you can change the order of the fields by dragging and dropping one field above or below another field In Query Design view you can also add data source fields in the Data pane to Report Heading Report Footing Page Heading and Page Footing text fields in the Query Design pane depending on which Header Footer options are selected in the Query View group of the View tab Drag and Drop The method that provides the most control is drag and drop You can drag and drop data source fields from the Data pane to the desired Query field container Filter or Heading and Footing text fields in the Query Design pane For a larger work area in which to drop data source fields in the desired Query field container make sure that Query Design view is selected and then select Areas 2x2 or Areas 1x4 from the Query View group of the View tab You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query That selection expands the Query Design pane so that it is displayed in the Results Panel Multi Select You can multi select data source fields that you want to add to a report in Interactive Design view Query Design view and Document view To select multiple data source fields to add to a report click the desired fields while holding the Ctrl key on the keyboard You can drag and drop fields onto the canvas pane or
145. ing a new session of InfoAssist and then clicking the New icon will result in a new report being created You will be prompted to choose a data source as shown in the following image Open o x Look in 3 Reporting Server El Name Description Type ry i BROKERS WebFOCUS g cAR WebFOCUS i CAROLAP WebFOCUS CASHFLOW WebFOCUS E COURSE WebFOCUS g DMLOCS Plant Locations Fixed format sequential gt EDUCFILE WebFOCUS i EMPDATA WebFOCUS i EMPLOYE2 WebFOCUS i EMPLOYEE WebFOCUS i FINANCE WebFOCUS det GGNFMOG WehFOCLS k kS iii gt File name Files of type Master Files 35 Cancel Opening an existing My Report will result in the New icon being grayed out and inactive Undo and Redo Icons The Undo a icon allows you to undo your last action The Redo e icon allows you to redo the action The Redo icon is the opposite of the Undo icon It reinstates the change made by the Undo icon The Undo icon or Redo icon is enabled blue when there is an action to undo or redo Otherwise the icon is disabled gray For example assume that your first action when creating a report is to add a database field to the report After you add the field the Undo icon turns blue You can now click the Undo icon to remove the field from the report The Undo icon turns gray and the Redo icon turns blue To restore the field to the report click the blue Redo icon You can also press Ctrl Z to undo an action or Ctril Y to redo t
146. ino Northeast 542095 Southeast 944000 West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 West 717345 Unit Sales E Midwest E Northeast E Scutheast E Woest 3 Right click the text and select Edit Text as shown in the following image X hete Double click to edit ma a Product Region Dollar Sales Capuccino Northeast 542095 Southeast 944000 West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 West 717345 Note You can also activate the context menus by double clicking the text which has the same functionality as right clicking and then selecting Edit Text WebFOCUS InfoAssist User s Manual 261 Building a Compound Document 4 Acursor appears over the text Click anywhere in the text box and begin entering text Double clck to edit me Product Region Dollar Sales Capuccino Northeast 542095 Southeast 944000 West 895495 Espresso Midwest 1294947 Northeast 850107 Southeast 853572 West 717345 5 Highlight the text you would like to edit and right click a context menu appears Regional Performarg Font Size F Product Rezion Dollar Sales Italic l Underline Capuccino Mortheast ngaha Text akr Southeast 944000 West 295495 Cut CTRL X Esoresso Midwest 1294947 Copy CTRL C Northeast S50 107 Paste CTRL Southeast p352 Text akr West F17345 TT Insert date time Insert page 6 Usin
147. ired aggregation value The choices are None the default Sum Average Count Percent of Count First Value Last Value Maximum Minimum Total Percent Row Percent and Average Square as shown in the following image None Sum Average Count Percent of Count First Value Last Value Maximum Minimum Total Percent Row Percent Average Square If you change the Measure Sum field container in the Query Design pane from Sum to Print Count or List the change overrides all assigned aggregation values Run the report WebFOCUS 5 Creating and Customizing Charts i In the following image the aggregation value of Maximum MAX was applied to Unit Sales and the value of Average AVE was applied to Dollar Sales Crass Product MAX Unit Sales E AVE Dollar Sales Procedure How to Apply Traffic Light Conditional Styling to a Chart You can apply traffic light conditional styling to a selected numeric measure field on a chart By default the chart displays the values that satisfy the first condition in green and the values that satisfy the second condition in red 1 In Interactive Design view right click a series on your chart to open a menu of design options 2 Click Traffic Lights Conditions The Traffic Light Condition dialog box opens displaying the green light selection fields You can select and type green light criteria in these fields 3 From the drop down menu below the selected measure field
148. its Rank Limit z S Prompt Up Down E Subtotal lRecompute Style Format Specific Visibility Links Filter Sort Break The Fields tab provides the following groups and options Filter Provides simple filtering options including Filter Exclude Include and Prompt The Filter group is shown in the following image T Fiter Include Prompt Filter Selecting Filter opens the simple filter dialog box for creating or modifying WHERE statements WHERE statements enable you to select only the data that you want and to exclude all unwanted data The following choices are available in the Values drop down menu 2 WebFOCUS 3 Using the InfoAssist Application Window Hl 4 Fetch All Values From Source Fetch Values From Disk File 4 Fetch First Value in Source Fetch Last Value in Source q Fetch Minimum 4 Fetch Maximum The following choices are available in the Prompt drop down menu No Value Prompt the default Prompt using Data Values Dynamic 4 Prompt using Selection Static J Prompt using Text Input Simple Selecting any Prompt option changes the purpose of the dialog box to creating an auto prompting parameter that you can select when you run a report When you select the Prompt using Data Values Dynamic option or the Prompt using Text Input Simple option the Values drop down menu is disabled gray The Filter dialog box is shown in the following image Y Filter f
149. lculations within criteria This option provides more functionality than the Simple Filter For more information on the simple filter see Using the Field Tab on page 72 The Filter group is shown in the following image Note The Filter group is not available when working with SAP BW Essbase or Microsoft SQL Server Analysis Services cubes Advanced Filter WebFOCUS 3 Using the InfoAssist Application Window In the Advanced Filter dialog box you can create Where and Where Total filters as shown in the following image Create a filtering condition ay New Filter Af Insert Before Insert After gp roup 9 Lingroup ar ate ae WHERE Double click or press F2 fo edit vf OK 6 Cancel You can change between Where and Where Total by double clicking on WHERE Double clicking the Double click or press F2 to edit text opens drop down menus for Fields Operators and Values You can retrieve fields and values from the Master File and data source The Field drop down menu provides a field list from the Master File The Equal to default value drop down menu provides the following operators Equal to Not equal to 4 Greater than J Less than Greater than or equal to Less than or equal to J In literal list Not in literal list WebFOCUS InfoAssist User s Manual 59 Accessing Properties Using the Control Panel 4 Missing 4 Not missing 4 From To Not From To J Includes literal list 4
150. lds in the chart output 4 Use the Legend Series field container to display dimension non numeric or date fields as color coded values lines bars areas scatter plots that match the color coded dimension values displayed in the legend below the chart Legend Series provides functionality that is similar to an Across field in a report Use the Coordinated field container to collectively sort and collate by a common sort group for Compound documents only 92 WebFOCUS 3 Using the InfoAssist Application Window Hl The following image shows the Filter and Query field container areas of the Query Design pane as it appears in the Resources Panel for most charts in Interactive view and Query Design view F Fitter OF WHERE GGSALES SALESO1 REGIONE ail Query hid Measure Sum Unit Sales Dollar Sales a Wik axis Product Wi Legend Series Region For pie charts the Query field containers in the Query Design pane include Measure Sum Pie slices Category and Coordinated 4 Use the Measure Sum field container to aggregate or display numeric measure field values in the pie Use the Pie slices field container to display dimension non numeric or date fields as color coded pie slices that match the color coded dimension values displayed in the legend below the chart The Pie slices field container is the equivalent of the Legend Series field container used for other chart types 4
151. lick a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box You can also select colors by typing numbers in the Hue Sat and Lum fields or in the Red Green and Blue fields You can also use the up and down arrows next to each field to set numeric values In the following image a shade of yellow has been selected Color Hue 6g Red 255 Sat So areeni 255 Lum i00 Blue 125 lt Selected Color ied OK Cancel 4 Click OK on the Color dialog box after you have made your selection In Interactive Design view the new background color is reflected on the chart as shown in the following example 210 WebFOCUS 5 Creating and Customizing Charts ll Procedure How to Remove 3D Depth From a Bar Chart 3D depth for bar charts is enabled by default In this procedure you will remove 3D depth from a default vertical bar chart using the frame right click menu 1 In Interactive Design view right click the frame of a bar chart to open a menu of design options Highlight Show 3D From the drop down menu click Off as shown in the following image Frame Color Show 30 Midwest Northeast Southeast Region E Collar Sales E Budget Dollars In Interactive Design view the bar chart is no longer displayed in 3D depth as shown in the following example hdidwest Northeast Southeast Region E Collar Sales E B
152. ling Reports Procedure How to Implement Stacked Measures 1 Select the Format tab in the Control Panel 2 Click Stack Measures in the Features group 3 Run the report When the Stacked Measures option is enabled all measures on the report are stacked The following image shows the InfoAssist interface in Interactive Design view before the Stacked Measures button is clicked Dollar Unit Dollar Dollar Product Sales Sales Sales Sales Biscotti 1091727 145242 1802005 119594 1505717 863868 Capuccino 3 44785 542095 73264 944000 895495 Coffee 619154 40977 509200 47083 605777 603436 Grinder Coffee Pot 599878 46185 590780 49922 645303 613624 Croissant 139182 1751124 137394 1670818 156456 1902359 2425601 Espresso 101154 1294947 68127 850107 68030 853572 907617 Latte 231623 2883566 222866 2771815 209654 2617836 2670405 Mug 86718 1086943 91497 1144211 88474 1102703 1188664 Scone 116127 1495420 70732 907171 73779 900655 912868 Thermos 46587 577906 48870 604098 48976 632457 571368 PM interactive amp j untitedo Done H L f Single Tab WebFOCUS InfoAssist User s Manual 157 Creating Customized Report Outputs 158 The following image shows the InfoAssist interface in Interactive Design view after the Stacked Measures button is clicked a e Run qsert _ Format Data Slicers Layout View Field COUNTRY DODE wx t Active Active PDF Active vE InfoMini sil Chart g A EReport
153. lization column to the right of a selected numeric field The column displays values in each row using horizontal bars that extend from left to right in varying lengths depending on the corresponding data values 96 WebFOCUS 3 Using the InfoAssist Application Window Aggregation Functions Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a report Subtotal Provides a menu for enabling subtotal functionality Selecting On inserts a line descriptive text and subtotal values in the report output for all numeric fields when the primary sort field changes Page Break Provides a menu for enabling page break functionality Selecting On starts a new page in the report output when the primary sort field changes Traffic Light Conditions Opens the Traffic Light Condition dialog box where you can add new conditional styling or modify existing conditional styling by applying traffic light and other colors to a selected field in the report output when the field meets specified criteria Visibility Provides a menu for controlling the visibility of the selected field Selecting Hide removes the selected field from the report output Selecting Show the default displays the selected field in the report output Change Title Opens the Edit Title dialog box as shown in the following image where you can change the title of the selected field by typing the new title in the Enter Title fi
154. lt length 5 4 Decimal default length 12 2 4 Packed default length 12 2 If the selected field matches the selected format type its current length appears in the Length box Otherwise the default length appears in the Length box The Decimal box shows the numbers of decimal places for Floating Point Decimal and Packed To assign a different length specify numbers in the Length box for format types as follows 1 9 for Floating Point 1 11 for Integer 1 20 for Decimal and 1 33 for Packed To assign a different number of decimal places for Floating Point Decimal or Packed specify the number in the Decimal box Click OK to close the Field Format Options dialog box and return to the Results Panel The new format appears in the previously selected column Procedure How to Assign a Date Format 134 1 2 Select the virtual or column field Right click and select Edit Format from the drop down menu The Field Format Options dialog box opens Select the Date option in the Field Type option group WebFOCUS 4 Customizing and Styling Reports 4 To assign a different date display format select a date format from the Display Options box The default date display format is MDY Click OK to close the Field Format Options dialog box and return to the Results Panel The new format appears in the previously selected column Procedure How to Assign a Date Time Format Procedure 1 2 Select the virtual or co
155. lumn field Right click and select Edit Format from the drop down menu The Field Format Options dialog box opens Select the Date Time option in the Field Type option group To assign a different date time format first select the date format you wish to use from either the Year First Month First or Day First drop down menu Select a time format if applicable from the options box on the right Selecting the Time Only check box will let you only set a time format Click OK to close the Field Format Options dialog box and return to the Results Panel The new format appears in the previously selected column How to Add a Percent Sign to a Numeric Field You can add a percent sign to the end of a numeric value Decimal Integer and Floating Point format types This numeric display option includes a percent sign along with the numeric data but does not calculate the percent 1 2 Select the virtual or column field Right click and select Edit Format from the drop down menu The Field Format Options dialog box opens Select one of the numeric value format types in the Field Type option group and then select the Percent check box Click OK to close the Field Format Options dialog box and return to the Results Panel The new format appears in the previously selected column WebFOCUS InfoAssist User s Manual 135 Using Custom Reporting Features Using Custom Reporting Features 136 How to Rank Fields in a Repor
156. m the drop down menu WebFOCUS InfoAssist User s Manual 191 Adding a Page Heading and Page Footing to a Chart Procedure How to Control the Rendering of a Page Heading and Page Footing You can control the way in which a page heading and page footing are rendered on a chart at run time 1 Open your chart in the desired view 2 Open the Heading amp Footing dialog box as described in How to Add a Page Heading and Page Footing to a Chart on page 189 3 Click the Text options for chart T icon on the styling ribbon A drop down menu opens with two options for rendering the page heading and page footing Tip Your choice for a page heading will also apply to a page footing and vice versa Create Heading and Footing as text renders the heading and footing as text elements that are separate from the chart image This is the default value Embed Heading and Footing in the chart renders the heading and footing text as part of the chart image In the following example the option for embedding the page heading and page footing in the chart is selected HELVETICA eiio B IU mi SAE Create Heading and Footing as text Dollar Sales for Selected Products Embed Heading and Footing in the chart 4 Click OK to save your selection and close the Heading amp Footing dialog box 192 WebFOCUS 5 Creating and Customizing Charts Designing a Chart in Active Preview In this section Chart Elements Custo
157. mat Displays a button showing the current output format plus buttons to toggle between creating a report the default or a chart The drop down menu for the output format button displays all Supported output format options which include HTML the default for charts and reports active report active Flash PDF the default for compound documents active PDF Excel 2007 reports designed in Interactive and Query Design views only Excel 2000 Excel Formula reports designed in Interactive and Query Design views only Excel Pivot reports designed in Interactive and Query Design views only and PowerPoint as shown in the following image HTML Active Report Active Flash FOF Active POF Excel 2007 Excel 2000 Excel Formula Excel Pivot PowerPoint When you run a report the output is created in the format that is currently selected You can also select output format options from the Output Types group in the Format tab of the Control Panel and from the output format button in the Status Bar WebFOCUS InfoAssist User s Manual 41 Accessing Properties Using the Control Panel 42 Selecting Report or Chart determines whether report specific or chart specific functionality is available in the InfoAssist tool The default name ReportX or ChartY will be given for each new report or chart created in a given InfoAssist session where X and Y are numbers that increase in numerical order starting from 1 For mo
158. mizing a Series Customizing the Background and Frame Customizing the Grid Lines Customizing the Axis Labels Customizing the Axis Titles Customizing the Legend In Interactive Design view the canvas on the right of the window provides a preview of the report that you are creating or modifying For charts the preview is called active because the chart image is live not static InfoAssist can recognize and quickly process your mouse actions on the chart In active preview when you move the mouse over a graph element legend axis label title the bounding area will be highlighted with a dotted line as shown in the following image where the legend is highlighted aY Interactive Design View 2M 1 6M 1 2M 800K 400K Midwest Northeast Southeast West e e e l l 2 HE DollarSales Budget Units in eum est J WebFOCUS InfoAssist User s Manual 193 Designing a Chart in Active Preview 194 In active preview when you select a graph element legend axis label title the bounding area will be highlighted with a solid line as shown in the following image where the legend is highlighted AYN Interactive Design View 2M 1 6M 1 2M 800K 400K Midwest Northeast Southeast West WE Dollar Sales amp Budget Units In active preview right clicking an element on a chart opens a pop up menu with the design options that are available for that element Once you have made a choic
159. mpound Document on page 230 WebFOCUS InfoAssist User s Manual 243 Building a Compound Document Your compound document is now populated with reports that have data from different data sources You can add as many data sources as you need Inserting an Existing Report How to Insert an Existing Report With the Insert Tab With InfoAssist opened in Document view you can insert existing charts and reports onto the canvas Following the procedure below you can insert reports into new compound documents and documents that are already populated with reports text and images In Document view you can insert a report from the Insert tab Procedure How to Insert an Existing Report With the Insert Tab You can create a document in the Custom Reports section of the domain and use Standard Reports items as Existing Report components You cannot use other Custom Report items as components 1 With InfoAssist open in the Document view select the Insert tab from the Control Panel 2 Select Existing Report in the Reports group as shown in the following image Run ert Format Data Slicers Layout View a d AE Report Chart Existing Text Image Report Reports bg Objects The Open dialog box will appear 3 Browse to the report you want to insert and click OK The report will appear in the top left corner of the canvas Resting the mouse on an existing report displays the report title as a ToolTip You cannot edit
160. multiple data sources loaded For more information on adding and switching between data sources see Using the Data Tab on page 57 Note You do not have the ability to use multiple data sources when working with a Reporting Object How to Insert Two Reports From Two Different Data Sources Compound documents have the ability to display multiple reports from multiple data sources on the same document WebFOCUS 6 Using Document View and Building Compound Documents 1 With InfoAssist open in Document view insert a chart or report following the instructions in Building a Compound Document on page 230 2 If your document has only one data source insert additional data sources For more detailed instructions on inserting multiple data sources see Using the Data Tab on page 57 iy Lia Hla el A Srn Home Insert Format Data Slicers Layout View EE PEENES cz Add Filter Data Source J vata GGSALES l E Dimensions E Category E Product ID Product E Region B State n City wi lt UL lv EXidocument Done E 5Reports fm POF gt B Single Tab 3 Switch to a data source different than the one used in step 1 For more detailed instructions on switching to a different data source see Using the Data Tab on page 57 4 Insert a chart or report using this new data source following the instructions given in Building a Co
161. n access Document view by selecting the Document button that is in the Design group Accessing Document view with this method creates a copy of the current single report as a compound document You can use this method to promote My Reports to Document view You can alSo access Document view in Reporting Objects by using the following steps Note When a Reporting Object is promoted to Document view any reports and charts that the Reporting Object has are all be added to the canvas The Design group is part of both the Home and View tabs and is shown in the following image Interactve 1 With an InfoAssist report open select the Home or View tab in the Control Panel 2 Select Document in the Design group 228 WebFOCUS 6 Using Document View and Building Compound Documents ll InfoAssist will enter Document view To reflect this the Document icon will be highlighted in the Design group and in the left corner of the Navigation taskbar The following image shows the highlighted Document icon Cy Ue dive S Run a Home Insert Format Data Slicers Layout View GGSALES Dimensions Category Product ID Product m Region State City Store ID Date Measures Properties Sequence Unit Sales Dollar Sales Budget Units Budget Dollars v A gt S5Reports mA PDF J Singe Tab Note The single report you started with will still
162. n the Design group of the Home tab When you select Data from Source a live preview of the report being built is refreshed in the Layout Canvas as you add and remove data source fields in the report When you select Use Sample Data the Layout Canvas displays sample data from the Master File with the same formatting and styling used to display live data The following image shows a preview of a report displayed in the Layout Canvas in Interactive Design view city 2 Interactive Design View Store ID Sg Measures Product Region Unit ales Dollar Sales Sequence El Date Capuccino Mortheast dirah R4095 Unit Sales Southeast Tazod 944000 Dollar Sales West T1168 35495 Budget Units Espresso Midwest 101154 1294947 Budget Dollars Northeast ilar 850107 Southeast 68030 Boab re West A623 Pa er be F Fitter Query gt sum UNITS E COLLARS E By E PRODUCT REGION 102 WebFOCUS 3 Using the InfoAssist Application Window Understanding the Output Window Reference Output Target Options Output View Options Output Format Options When you run a report the output is displayed either as a output window in the Results Panel or in a new browser window You can create and display multiple output windows in several different ways depending on the following options You can select these options in the Output Window group of the View tab Cascade 4 Tile Horizontally 4 Tile Vertically q Swi
163. n the canvas add an active form control as described in How to Add an Active Technologies Form Control to a Compound Document on page 265 2 Right click the report you wish to add a filter column from and select Edit Report Note If the report is included as an existing report you are not able to bind its fields to a control WebFOCUS InfoAssist User s Manual 267 Adding Active Technologies Form Controls to a Compound Document 3 You can now select fields within the report Click and drag the desired field from the report and drop it onto the active form control you want the field to be bound to as shown in the following image Document Pe eS Ss e e er ae ee rere eee ee 4 lt MT Procedure How to Associate a Field With a Control From the Active Dashboard Properties Dialog Box 1 With InfoAssist open in the Document view and at least one report on the canvas add an active form control as described in How to Add an Active Technologies Form Control to a Compound Document on page 265 268 WebFOCUS 6 Using Document View and Building Compound Documents 2 Right click the active control you wish to add a filter column to and select Properties as shown in the following image Document r a ape i a Size and Position x Delete wen MIJT2L FRANCE o04 4 TALLY 2000 ann i 3 The Active Dashboard Properties dialog box appears Select the report that contains the field you wish to filte
164. nables you to create a defined field type a name for the field and enter a format Note that a Define field is added to the actual data Selecting Summary opens the COMPUTE Field Creator dialog box which enables you to create a computed field type a name for the field and enter a format WebFOCUS InfoAssist User s Manual 57 Accessing Properties Using the Control Panel 58 The Field Creator dialog boxes which open when you select Detail or Summary provide similar functionality including options to display data source fields in a Tree Dimension or List view You can also view a complete set of functions instead of data source fields by selecting the Functions button The following image shows the DEFINE Field Creator dialog box A Detail Field DEFINE rae an Field Sina Format D12 2 Kl 1 i GGSALES Dimensions E Category E Product ID m Product E Region F State E City E Store ID Date i EA Measures Properties if 1 z 3 BE Sequence Unit Sales Dollar Sales ELSE NOT 0 u Budget Units Budget Dollars E z Ea A W i in Ti THEN AND OR r 0 5 Cancel Filter Provides advanced filtering options through an Advanced Filter dialog box Advanced Filter options include the ability to use Where and Where Total in addition to enabling And as well as Or conjunctions in a single expression You can also group conditions and expressions as well as apply functions and ca
165. ng the fourth option More Options opens the Field Format Options dialog box which provides further formatting options for the selected field For more information see Changing a Field Format on page 133 You can also apply floating and non floating currency and percent signs and commas You can increase and decrease decimal places by selecting the appropriate buttons under the drop down menu Specific Provides additional options for a selected field including Data Bars reports only Aggregation and Traffic Lights as shown in the following image 18 WebFOCUS 3 Using the InfoAssist Application Window E Data Bars E Aqgregatian 3 Traffic Lights Specific For reports only selecting Data Bars adds a data visualization column to the right of a selected numeric field The column displays values in each row using horizontal bars that extend from left to right in varying lengths depending on the corresponding data values For more information see How to Add Data Visualization Bars to a Report on page 144 Selecting Aggregation opens a drop down menu as shown in the following image The choices are None the default Sum Average Count Count Distinct Percent of Count First Value Last Value Maximum Minimum Total Percent Row Percent and Average Square Average Count Count Distinct Percent of Count First Value Last Value Maximum Total Percent Row Percent Average Square Sum is the default ag
166. nual 105 Understanding the Results Panel Tile Horizontally When you select Tile Horizontally if multiple output windows exist they are tiled horizontally one above another across the Results Panel as shown in the following image This option does not affect open browser windows when you select New Window or Single Window jogsales 4 Product Unit Sales Region Dollar Sales Biscotti 145242 Northeast 1802005 Capuccina 44785 Northeast ard ea Coffee Grinder 40377 Northeast AOS 00 Coffee Pot 461785 Northeast pogran jagsales 5 Product Unit Sales Region Dollar Sales Biscotti Capuccino Coffee Grinder 42137 West 189217 West 16534 West Daas it 2381590 233r 56r Coffee Pot 190695 West adanan amp jggsales 6 Product Region State Unit Sales Dollar Sales Biscotti Midwest IL 29413 aragiz fy 29185 J607 TX 27 5044 S45 258 Northeast CT 46214 Aes 5 45 At 47064 5 0391 106 WebFOCUS 3 Using the InfoAssist Application Window Hl d Tile Vertically When you select Tile Vertically if multiple output windows exist they are tiled vertically side by side across the Results Panel as shown in the following image This option does not affect open browser windows when you select New Window or Single Window amp jggsales 6 jogsales 5 jagsales 4 Unit Unit Product Region State Product Sales Region Product Sales Region Biscotti Midwest Biscotti delar West Biscotti 145242 Northeast Capuccino 18921
167. o Espresso How to Add Subheadings and Subfootings to a Report Region Mortheast Sautheast West Midwest Mortheast Southeast West Midwest Mortheast Southeast west Dollar Sales 42095 444000 095495 1294947 090107 Sra te 40761 2003966 2171615 26017636 2670405 TOTAL 542095 944000 895495 1294947 850107 053572 907617 2883966 off 1815 2617836 2670405 You can add subheadings and subfootings to report output for the primary sort field 1 Select a By sort field in the Query Design pane The Field tab is displayed in the Control Panel 2 Select Sub Head or Sub Foot from the Break group In the Sub header or Sub footer dialog box that opens type the desired text style the text using the styling controls if desired and click OK WebFOCUS 4 Customizing and Styling Reports The following image shows the Sub header dialog box F Sub header OK F Reset cancel Trebuchet M5 10 B 4 Run the report Subheadings are displayed just below the column titles in the report output every time the value of the primary sort field changes Subfootings are displayed at the end of the data on each page of the report output every time the value of the primary sort field changes The following image shows how subheadings appear in the report output Product Region Dollar Sales This 1s a sub heading Biscotti Widwrest 1031727 Northeast 1802005 Southeast 1505717 West So
168. oAssist interface including all menus and dialog boxes by selecting an application theme that applies the desired styling Topics Additionally you can style independently from the interface the reports created with InfoAssist by selecting a separate document theme WebFOCUS InfoAssist User s Manual 25 Changing User Preferences Changing User Preferences You can change the default user preferences for using InfoAssist Select Options in the Application Main Menu or select Change Default Options in the splash start up screen The Options window as shown in the following image opens to provide you with a user friendly interface for customizing the InfoAssist application Options Customize your InfoAssist environment ml Startup Options Layout Show splash screen Page Size Letter bd Stark Mode Report hd Orientation Portrait fe L View Format Design view Interactive we Report output type am f Preview Method Preview with Source Data i Chart output type HTML Fecord Limit son Document output type PDF Data Panel racial Query Panel Tree M Output Target Single Tab 7 m Environment and Styling Application Theme Charcoal El Document Theme Use Default Stylesheet
169. og box opens and the heading or footing that you selected is active The following image shows the drop down menu for a report from which you can select the active heading or footing Ae Be Row Totals Header amp Footer Report Header Page Header Page Footer Report Footer From the Heading amp Footing dialog box you can add and style the active heading or footing or choose a different one to work with by selecting the applicable tab You can switch among tabs but InfoAssist does not save changes made on the tabs until you click Apply or OK If you click Apply the Heading amp Footing dialog box remains open If you click OK the dialog box closes WebFOCUS 3 Using the InfoAssist Application Window Hl You can style a selected heading or footing using the options on the styling ribbon From left to right you can customize the font type font size and font style bold italic or underline You can justify text left center or right select the font color and background color and restore styling settings to their default value from the template You can also insert quick text into a heading or footing Quick text is supplied for you It includes information that is typically useful in identifying a report or chart From the preformatted text drop down menu you can select Draft Page X of Y Confidential Date multiple formats Time multiple formats or Created by followed by a name as shown
170. ol or image 2 Click the component and move it by using one of the following methods 4 Use the mouse to drag the component anywhere on the canvas or 4 Right click the component and select Size and Position Select Position from the left pane as shown in the following image adr Size and Position y Size Position Position on page Horizontal 79 gt from top left corner Vertical 148 from top left corner af OK 5 Cancel 2 Apply WebFOCUS InfoAssist User s Manual 251 Building a Compound Document Use the Horizontal and Vertical options to change the position of the selected component Procedure How to Align Components 252 You can align components with each other so that their horizontal or vertical position matches You must have multiple components selected to use the align options The alignment is anchored by the component that is farthest in the selected alignment position For example if you select two components and then select Align Left the components will be aligned horizontally with the far left component 1 2 3 4 Align the components using one of the following methods Open or create a compound document with at least two components Select a component Select a second component by holding the Ctrl key and clicking a component Sizing handles appear around the components as shown in the following image NI Document eer nee care ee ee ee eee ee Filter b
171. on the Documentation Services staff welcomes your opinions regarding this manual Please use the Reader Comments form at the 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 InfoAssist User s Manual 11 Information Builders Consulting and Training 12 WebFOCUS WebFOCUS Introducing and Launching InfoAssist Ad hoc reporting is critical to an effective decision making process and efficient day to day operations InfoAssist provides a robust user friendly solution that helps companies overcome traditional ad hoc reporting challenges Tools that provide ad hoc reporting solutions have freed non technical users from their dependence on Information Technology IT These tools empower users to satisfy their own Business Intelligence BI needs With these tools business professionals a
172. only while in Document view If you are in Interactive Design view or report Design view the group will be grayed out and unavailable The Data Source group is shown in the following image Note The Data Source group is grayed out and unavailable when working with Reporting Objects aa Add Data Switch Data Source Source Data Source 62 WebFOCUS 3 Using the InfoAssist Application Window Selecting Add Data Source allows you to add additional data sources to a compound document which enables inserting reports from different data sources into the same document An Open dialog window will appear as shown in the following image Open Look in C Reporting Server C HE Name Description Type BROKERS WebFOCUS E car WebFOCUS i cAROLAP WebFOCUS i CASHFLOW WebFOCUS COURSE WebFOCUS qe DMLOCS Plant Locations Fixed format sequential EDUCFILE WebFOCUS i EMPDATA WebFOCUS i EMPLOYEZ WebFOCUS J 4 i File name z Files of type Master Files bi Cancel Selecting Switch Data Source allows you to choose which data source is currently active and being used to create new reports A drop down list with all of the data sources that have been added will appear as shown in the following image a Add Data Switch Date Source e CAROLAF You can also switch data sources by selecting a report that is using a data source different than the one that is currently active WebFOCUS InfoAssist
173. or PRODUCT ox aj S cancel values p Frompt Equal to When you select an existing filter in the Filter area of the Query Design pane choosing Exclude removes but does not delete the filter from the report When you select a filter that was previously excluded from a report in the Filter area of the Query Design pane choosing Include restores the filter to the report WebFOCUS InfoAssist User s Manual 3 Accessing Properties Using the Control Panel Selecting Prompt opens the Filter dialog box for creating an auto prompting parameter that you can select when you run a report The Filter dialog box is used to create both filters and auto prompting parameters The following choices are available in the Prompt drop down menu 4 Prompt using Data Values Dynamic This is the default value J Prompt using Selection Static 4 Prompt using Text Input Simple Selecting the Allow Multiple Values for Prompt button displays a multi select menu in the output window when you create a dynamic auto prompting parameter for a field and then run the report The Filter dialog box shown in the following image creates a filter that displays a dynamic auto prompt when the report is run for the Product field The dynamic auto prompt lists the products that you can select Y Filter for PRODUCT ax OK S Qca E z B Prompt Equal to r Variable PRODUCT Prompt PRODUCT tg Allow Multiple Values for Prompt 14 WebFOCUS 3 U
174. ork 17041 Memphis 21599 Dollar Sales gagrag ZEER sa apron 97 0391 642259 430009 158995 317027 39216 174344 206756 274612 Procedure How to Recalculate the Result of a Compute Command 148 1 Select a By sort field in the Query Design pane The Field tab is displayed in the Control Panel You can recalculate the result of a Compute command either by Selecting Recompute from the Break group as shown in the following image bage Break Suh Head WebFOCUS 4 Customizing and Styling Reports Or selecting Recomputed Totals from the right click menu on a sort field as shown in the following image E Query B Dollar Sales oy E Budget Dollars BA Diff By 7 Filter Values AR H Prompt for Values z Acros c Page Break 44 Sort E liaii 4 Traffic Light Conditions om f nme Done Lel Quer FQ Change Tite F2 Delete Note Recompute is not available for ACROSS fields 3 Run the report WebFOCUS InfoAssist User s Manual 149 Creating Customized Report Outputs The following image shows a calculated field name Diff which is the difference between Dollars and Buddollars This value is then recomputed for each sort break on region The recomputed value is the difference between the totals for Dollars and Buddollars Dee ee ee E Category Unit Sales Dollar Sales Budget Dollars 332777 4178513 341414 4338271 230854 2883831 335778 4164017
175. otings supply context and key information about a report such as its purpose and audience Headings and footings also provide structure helping you navigate to the detail sought and they enhance visual appeal In this procedure you will add and style a report heading and page heading The procedure uses sample values but you can supply values that apply to your own real reports This feature is available in Query Design view Interactive Design view and Document view 1 With your report open click the Header Footer icon in the Report group of the Home tab WebFOCUS InfoAssist User s Manual 123 Styling Reports The Heading amp Footing dialog box opens 2 Select the tab for the heading or footing element that you want to add For a report you can add a report heading page heading page footing or report footing By default the Report Heading tab is selected In this procedure accept the default 3 Click inside the design area of the dialog box and type the text for the heading For example the text for a sample report heading might be Dollar Sales by Product and Region 4 Using the styling ribbon apply styling to the report heading text For example click the arrow next to the font type field and select HELVETICA Select 11 for the font size Click the Italic icon to remove the default italic font and click the Left justification icon to align the heading text with the left side of the report when it is run
176. ow to Freeze Column Titles in a Report 1 Select the Format tab in the Control Panel 2 Click Freeze in the Navigation group 3 Run the report Selecting Freeze generates output with column titles that freeze remain in view when you scroll through pages of the report output WebFOCUS InfoAssist User s Manual 155 Creating Customized Report Outputs Procedure Procedure 156 How to Create Pages On Demand Reports 1 Select the Format tab in the Control Panel 2 Click Pages On Demand in the Navigation group 3 Run the report Selecting Pages On Demand displays one page of output at a time This option provides a menu bar at the bottom of the report output as shown in the following image where you can choose to view additional pages of output i 97 aja Tn a How to Create Accordion Reports 1 Select the Format tab in the Control Panel 2 Click Accordion in the Features group 3 Run the report Selecting Accordion creates expandable views of data for each vertical sort field This option displays data values only for the first vertical sort field when you first view the output You can manually expand your view to expose the data values of lower level sort fields as shown in the following image Product State Ci Unit Sales Dollar Sales Biscotti El Capuccino Mew York 17041 208756 Coffee Grinder Coffee Pot Croissant Espresso Latte Loy Scone Thermos WebFOCUS 4 Customizing and Sty
177. owing two sections 4 Getting Started The Getting Started options enable you to launch the tool in the development mode in which you are working The following Getting Started options are available when you open InfoAssist 4 Build a Report Starts InfoAssist in the Interactive Design view that enables you to begin to build a report A dialog box opens and prompts you to select a data source 4 Build a Chart Starts InfoAssist in the Interactive Design view that enables you to begin to build a chart graph A dialog box opens and prompts you to select a data source 4 Build a Document Starts InfoAssist in Document view with options set to begin building a document A dialog box opens where you can select a data source For more information see Using Document View and Building Compound Documents on page 223 4 Open Existing Item The Open dialog box opens where you can select an existing report WebFOCUS InfoAssist User s Manual 21 Launching InfoAssist 4 Change Default Options The Options window opens where you can change the default settings to reflect your preferences For more information see Changing User Preferences on page 26 When you change your options and click Set the changed options will be effective in your next InfoAssist session Close and relaunch the tool You are returned to the Splash screen unless the Show Splash Screen option was deselected and a Start Mode was selected In that case InfoAssist pro
178. plication Window Selecting From the Application Main Menu Quick Access Toolbar Accessing Properties Using the Control Panel Understanding the Resources Panel Understanding the Results Panel Using the Navigation Taskbar Using the Status Bar 31 Components of the InfoAssist Application Window Components of the InfoAssist Application Window InfoAssist displays the Application Main Menu Quick Access Toolbar and Control Panel at the top of the window It displays the Resources Panel in the left pane the Results Panel in the right pane and the Navigation Taskbar and Status Bar at the bottom of the window as shown in the following image Control Panel Layout Canvas Results Panel Query Output Window Query Design Pane gt E Setinteractive Navigation Taskbar SSS SS o Reno HTM ale 32 WebFOCUS 3 Using the InfoAssist Application Window The InfoAssist application window is composed of the following functional areas Application Main Menu Displays open save run and other options in a pop up window when you select the IA button For details see Selecting From the Application Main Menu on page 34 Quick Access Toolbar Displays the most commonly used functions in a toolbar that is always visible For details see Quick Access Toolbar on page 36 Control Panel Displays property controls using highly visible icons that are grouped logically by functionality within each tab of th
179. point C Non floating Dollar N Integer Dedmal Packed _ Use Comma C Date Date Time _ Leading Zeros L Sample 123456 789 01 _ Brackets Negative 6 Field Length 1 20 Percent 3 Scientific Notation E Suppress Comma c Suppress Zeros 5 Credit negative R Decimals 0 18 The following procedures show how to change a field format from the Field Format Options dialog box For more information on how to use the Format group options from the Control Panel see Using the Field Tab on page 72 Procedure How to Assign an Alphanumeric Format 1 Select the virtual or column field 2 Right click and select Edit Format from the drop down menu WebFOCUS InfoAssist User s Manual 133 Styling Reports Procedure The Field Format Options dialog box opens Select the Alohanumeric option in the Field Type option group To assign a different length specify a number between 1 and 4095 in the Total Length box The default value is 20 Click OK to close the Field Format Options dialog box and return to the Results Panel The new format appears in the previously selected column How to Assign a Numeric Format 1 2 Select the virtual or column field Right click and select Edit Format from the drop down menu The Field Format Options dialog box opens Select one of the following options in the Field Type option group 4 Floating Point default length 7 2 4 Integer defau
180. ports can be added from the Active Dashboard Properties dialog box Reports that can be target reports must meet one of the following requirements The report contains a field with the same name as the source field actual field name or AS name The Master File of the report has a field with the same name as the source field 2 0 WebFOCUS 6 Using Document View and Building Compound Documents If a report is eligible to be a target report because of an AS name and that AS name is changed the report is automatically removed 1 With InfoAssist open in the Document view bind an active form control to a field as described in Associating a Field With a Control on page 266 2 Right click the active form control you wish to add a filter column to and select Properties as shown in the following image Document 2a Size and Position x Delete FRANCE o04 4 TALLY 2000 FAN r 3 From the Active Dashboard Properties dialog box select the reports from the Candidate Reports list box that you wish to add as target reports as shown in the following image WebFOCUS InfoAssist User s Manual 271 Adding Active Technologies Form Controls to a Compound Document Note You can multi select candidate reports by pressing the Ctrl key and selecting multiple reports 7 Active Dashboard Properties x P Prompt Source amp Targets W Prompts Source Targets radiobuttons_1 Report Candidate Reports Targets tabl
181. ppear as shown in the following image y Sort i Across 2 Include as Coordinated WY Fiter a Slicers 5 Select from the available right click options which are listed below Sum L Sort Across L L Include as Coordinated L Filter Slicers WebFOCUS InfoAssist User s Manual 241 Building a Compound Document A report with the selected data source will appear in the Results panel as shown in the following image nt Document MODEL 100 LS 2 DOOR AUTO 2000 4 DOOR BERLINA 2000 GT VELOCE 2000 SPIDER VELOCE 2002 2 DOOR 2002 2 DOOR AUTO 3 0 SI 4 DOOR 3 0 514 DOOR AUTO 504 4 DOOR 5301 4 DOOR B210 2 DOOR AUTO COROLLA 4 DOOR DIX AUTO DORA 2 DOOR INTERCEPTOR III TR Y12XKE AUTO XJ12L AUTO A v You can now add fields to the report using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Inserting Reports From Multiple Data Sources Procedure 242 How to Insert Two Reports From Two Different Data Sources With InfoAssist opened in Document view you can insert multiple charts and reports onto the canvas These reports can be from different data sources With compound documents you have the option to add additional data sources to the document In order to insert reports from different data sources the compound document must have
182. r chart To select from an assortment of color coded WebFOCUS StyleSheet themes that are standard with InfoAssist select the Template button and choose a theme Appended to the name of each standard theme is the following string _theme sty You can choose black blue charcoal combined gradient gray navy ocean ruby or turquoise To select a customized Cascading Style Sheet theme created by you or someone else in your organization select the Managed Reporting button and search for a customized theme in the Other Files folder in the selected Dashboard Domain You can also select a document styling theme or an application theme to style all reports created in InfoAssist Use the Environment and Styling section of the Options window which is accessible by selecting Options in the Application Main Menu You can also select Change Default Options in the splash start up screen that appears when you launch InfoAssist For more information see Environment and Styling on page 28 WebFOCUS InfoAssist User s Manual 43 Accessing Properties Using the Control Panel The Style button is available in Query Design view Interactive Design view and Document view Selecting Style opens a dialog box for applying global styling to the entire report The available styling options are font family font size font color background color text justification left center right font styling bold italic underline and resetting to styles from the template
183. r on from the Report drop down menu as shown in the following image FZ Active Dashboard Pr k3 Pr ompt Source amp Targets ml i Cascades Prompts Source radiobuttons_1 Targets Candidate Reports Targets Equal to v Indude All JS OK Q canel 4 Apply WebFOCUS InfoAssist User s Manual 269 Adding Active Technologies Form Controls to a Compound Document 4 Select the field you wish to filter on from the Field drop down menu as shown in the following image J Active Dashboard Properties x Prompt Source amp Targets Prompts Source Targets Report Candidate Reports Targets table_1 v Field DEALER_COST RETAIL_COST Cc MODEL Indude All Z OK Q canel Apply 5 Select OK The active form control is updated with the selected options Using the Active Dashboard Properties Dialog Box How to Set Target Reports Change the Filter Condition Cascade Controls You can use the Active Dashboard Properties dialog box to bind a field to an active form control change the filter condition of an active form control set the target for the form control filters and set up cascading form controls Procedure How to Set Target Reports You can add or remove target reports from an active form control through the Active Dashboard Properties dialog box When you bind a field to an active form control the default target report is the report you dragged the field from More target re
184. rd banner To navigate InfoAssist using the JAWS screen reader you must verify the following JAWS settings Forms Mode is turned on 4 Virtual PC Cursor is disabled Alt Attribute is checked under the Graphics Settings Button Text Options is set to Use Title InfoAssist supports JAWS Version 9 0 and higher WebFOCUS 1 Introducing and Launching InfoAssist i Creating Reports From Reporting Objects When you use InfoAssist to create reports charts and compound documents from Reporting Objects the following options are supported 4 Define Ability to remove from or add to a report 4 Filters Existing filters are displayed in the filter area of the Query Design pane and you can add them to a report if desired 4 Report and Graph Headings footings and field placement as SUM PRINT BY and ACROSS are supported Document View Compound documents are supported The following limitations apply 4 Join Cannot be edited 4 Data Source Data sources cannot be added 4 Other Cannot be viewed or edited 4 Application Object Not supported For more information see the WebFOCUS Managed Reporting Developer s Manual WebFOCUS InfoAssist User s Manual 17 Launching InfoAssist Launching InfoAssist In this section Launching InfoAssist in the Domain Tree Using the Splash Screen Selecting a Data Source Reference Browser Configuration To access InfoAssist log on to Dashboard and type valid Man
185. re able to transform enterprise data into the compelling reports needed to effectively perform their jobs without IT intervention However most of the solutions on the market address only part of the problem They provide users with limited options for answering the important questions raised by the information contained in their reports Most reporting tools are technical in nature and provide a host of features that can often be confusing to even the most technically astute user Additionally while ad hoc reporting tools decrease report development tasks for IT teams the need to install and administer related software on user desktops increases WebFOCUS InfoAssist User s Manual 13 Introducing InfoAssist Introducing InfoAssist 14 WebFOCUS InfoAssist extends the power of WebFOCUS Managed Reporting InfoAssist provides business users with the most advanced yet simple to use ad hoc reporting features needed to create intricate reports and perform insightful analysis InfoAssist is a powerful report generation tool that enables business users to leverage state of the art ad hoc functionality With InfoAssist you can quickly and easily 4 Generate highly complex reports charts and documents from any enterprise information source without IT intervention J Complete tasks such as building a report with minimal clicks 4 Progress to more sophisticated activities such as publishing and sharing documents 4 Convert reports
186. re information on switching between multiple reports see Using the View Tab on page 66 Design Enables you to select the design mode for creating reports and design preview options for accessing data The design preview options include Query Design view Interactive Design view the default or Document view The design options include Data from Source the default Use Sample Data and Records The Design group is shown in the following image Interactive Design Selecting Interactive Design view displays a preview of the report in the Results Panel as you create the report Selecting Query Design view displays the Query Design pane in the Results Panel which provides a large work area for creating the report Query Design view also reduces processing time because it does not access the actual data source as you create the report Selecting Document view displays the Document Layout Canvas in the Results Panel where you can add text images lines reports and charts to create a compound document For more information about Document view see Using Document View and Building Compound Documents on page 223 Selecting Data from Source uses the selected data source to display a live preview of the output in the Results Panel Selecting Use Sample Data displays sample data which reduces processing time by eliminating the need to access the actual data source The Records option limits the number of rows retrieved from the data so
187. re traffic light conditions click Add New and select a different color for each new condition that you specify 9 Run the report The following image shows a sample bar chart with traffic light conditional styling applied The Unit Sales data is displayed in either green or red according to the criteria that was specified in the Traffic Light Condition dialog box WebFOCUS InfoAssist User s Manual 203 Designing a Chart in Active Preview The chart also displays data labels for each Unit Sales measure value B78 063 BOO 630 054 eae Fal 421 377 wn a m wr 5 360 570 333 414 308 386 00K 189 247 4196 534 150 695 150 084 Er i Product Procedure How to Suppress the Display of a Series In this procedure you will suppress the display of a series field in the chart output For this option to work correctly the chart that you are designing must include more than one series 1 In Interactive Design view right click a series on your chart to open a menu of design options 2 Highlight Visibility A drop down menu provides values for controlling the display of the selected series 204 WebFOCUS 5 Creating and Customizing Charts 3 As shown in the following image click Hide to remove the selected series from the output f Filter Values B Frompt For Values E Aggregation Functions 4 Traffic Light Conditions T visibility 4 Change Title Fz Series Type Series Color Data La
188. ries3 W Series4 WebFOCUS 3 Using the InfoAssist Application Window After executing a report to generate output if you minimize or close the Output window the Results Panel displays empty space as shown in the following image El is GGSALES E 4 Dimensions Category Product ID Product Region Skate o city Store ID F Fiter E Query Sum UNITS REGION DOLLARS Ea By PRODUCT city Fal Across Using the Query Design Pane in the Results Panel The Query Design pane displays the Filter area and the Query field containers The Query Design pane is displayed in the Resources Panel below the Data pane when you select the default Interactive Design view The Results Panel provides a larger area for displaying the Query Design pane This feature is useful when you are designing a report with multiple filters or numerous fields You can select Query Design view or Interactive Design view from the Design group of the View tab or Home tab WebFOCUS InfoAssist User s Manual 99 Understanding the Results Panel 100 The following image shows the Query Design pane in the Results Panel of the InfoAssist application window It is displaying report field containers that include Filter Sum By and Across rw UO i Hael Al Srn Home t Format Data Slicers Layout View A pee ela lee lle a a na Interactive Document Resources Logica List Structured E Arrange
189. right and font color or reset the styling to the default Customizing the Axis Titles How to Change the Text for the O1 Axis Title A chart can contain the following types of axis titles J The O1 axis title represents the name of a sort field in a chart 216 WebFOCUS 5 Creating and Customizing Charts The Y1 axis title represents the name of a measure field in a chart By default when there is a single measure field in the report the title appears on the Y axis of the chart When there is more than one measure field the titles of the fields appear in the legend 4 The Y2 axis title represents the name of a measure field that is placed on the Y2 axis A Y2 axis title applies only to charts with dual axes or multiple axes 4 The X1 axis title represents the name of a sort field when the X axis is numeric An X1 axis title applies only to scatter bubble and XY polar chart types Using the applicable right click menu you can delete any type of title change the text for the title or style the title The following image shows the menu that is displayed when you right click the O1 axis title on a chart hli dvuest Northeast Southeast Region W Collar Sales dn Delete Change Title F2 Style Title WebFOCUS InfoAssist User s Manual 217 Designing a Chart in Active Preview The options for the title elements are described in the following table O1 Axis Title Removes the selected title from the chart an
190. rols how color is applied to a series measure field on a chart The possible settings are By Series the default and By Group For example assume that there is only one series on a sample bar chart The By Series setting applies the same color to all the bars in the series The By Group setting applies a different color to each bar For instructions and sample output based on each setting see How to Control the Color Mode on page 205 Add Trendline Draws a line on a chart to indicate a statistical trend You can choose from the following types of trendlines None the default Linear Quadratic Polynomial Hyperbolic Logarithmic Modified Hyperbolic Rational Exponential Modified Exponential Log Quadratic Geometric This option does not apply to the pie funnel 3D gauge or stock chart type For an example of a chart with a trendline see How to Display Trendlines on page 180 Delete Removes the selected series from the report and updates the active preview accordingly WebFOCUS InfoAssist User s Manual 199 Designing a Chart in Active Preview Procedure How to Display Measure Data on a Chart Using Aggregation Values 200 You can display numeric measure data using a variety of aggregation values 1 4 In Interactive Design view right click a series on your chart to display a menu of design options Highlight Aggregation Functions In the Aggregation Functions drop down menu that opens click the des
191. ross Y Fiter a Slicers For charts the available right click options are as follows Sum For measure numeric fields 4 Include as Category Axis For dimension non numeric or date fields 4 Include as Legends Series For dimension non numeric or date fields Filter For all types of fields Slicers For all types of fields Include as Coordinated Only available in Document view The following image shows the pop up menu that appears when you right click a field in the Data pane of a chart in Interactive view and Query Design view gt sum Include as Category Axis Include as Legends Series Filter Slicers Y 2 WebFOCUS 3 Using the InfoAssist Application Window The following image shows the pop up menu that appears when you right click a field in the Data pane of a chart in Document view Sum Sort Across M El M Include as Coordinated Y Fiter F Slicers h f i Although most measure fields are composed of numeric values and most dimension fields are composed of non numeric or date values there can be exceptions depending on the selected data source Using the Query Design Pane in the Resources Panel The Query Design pane which contains the Filter and Query field container areas is displayed below the Data pane except when you select Query Design view which expands the size of the Query Design pane and displays it in the
192. ross reference or an important term It may also indicate a button menu item or dialog box option that you can 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 Separates mutually exclusive choices in syntax Type one of them not the symbol 8 WebFOCUS Preface Indicates that you can enter a parameter multiple times Type only the parameter not the ellipsis points Indicates that there are or could be intervening or additional commands Related Publications To view a current listing of our publications and to place an order visit our Technical Documentation Library htto 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 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 ho
193. rts For more information on how to edit existing reports see How to Style and Customize a Report on page 255 Procedure How to Insert a Report With the Insert Tab In Document view you can insert reports in a number of ways Inserting reports with the Insert tab is unique to Document view For more information on the Insert tab see Using the Insert Tab on page 48 1 With InfoAssist open in the Document view select the nsert tab from the Control Panel WebFOCUS InfoAssist User s Manual 237 Building a Compound Document 2 Select Report in the Reports group as shown in the following image Leth ey ee Brun Home Insert Format Data Layout View Fiec ue a A fal A E Report Chart Existing Text Image Reports Objects A report placeholder will appear in the top left corner of the canvas You can now add fields to the report using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 Procedure How to Insert a Report With Drag and Drop In Document view you can insert reports in a number of ways Inserting reports by dragging data source fields from the Resources panel onto the Layout Canvas can be accomplished in both the Interactive Design view and Document view To insert a report make sure that Report is selected in the Destination group of the Format tab This option is also on the
194. s as shown in the following image Solid Dots Many Dots Dashed Dashed Dots Long Dash Mixed Dashes Clicking Color opens the Color dialog box where you can select a standard or custom color The selected color is applied to both the reference line and the text 9 Click OK to save the values that you supplied and close the Reference Line dialog box 10 Run the report The reference line is added to the chart The following is an example of a bar chart with a Y axis reference line The reference line was added by typing 10000000 in the Value field and Top Selling Product in the Text field The reference line uses the default Above Center setting for Position Top Selling Product 10M Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Thermos Product Eo CollarSales B Quantity WebFOCUS InfoAssist User s Manual 177 Using Custom Chart Features Procedure How to Display Annotations 178 Annotations are explanatory notes or comments You can add up to eight annotations on a chart A 7 8 Create a chart Click the Format tab in the Control Panel Click Annotate in the Features group In the drop down menu that opens click Add an annotation The Annotation dialog box opens as shown in the following image aa 5 pm Annotation 1 He OK Reset cancel Position In the text input field type the desired text for the annotation In the Position drop down menu click
195. s images and text 230 WebFOCUS 6 Using Document View and Building Compound Documents Inserting a Chart How to Insert a Chart With the Insert Tab Insert a Chart With Drag and Drop Insert a Chart With Double Click Insert a Chart With Right Click With InfoAssist opened in Document view you can insert multiple charts and reports onto the canvas Following the procedures below you can insert charts into new compound documents and documents that are already populated with reports text and images In Document view you can insert a chart in the following ways 4 Use the Insert tab 4 Drag and drop a data source field onto the canvas Double click a data source field 4 Right click a data source field Note Using the Insert tab double clicking a data source field and right clicking a data source field will all result in a chart placeholder being inserted in the top left corner of the canvas Dragging and dropping a data source field onto the canvas will insert the place holder at the location you dropped the data source field The following procedures detail how to insert new charts For more information on how to edit existing charts see How to Style and Customize a Chart on page 257 Procedure How to Insert a Chart With the Insert Tab In Document view you can insert charts in a number of ways Inserting charts with the Insert tab is unique to Document view For more information on the Insert tab see Using the Ins
196. s 94 Query Panel group 69 Quick Access toolbar 36 R ranking fields in reports 137 reference lines 175 rendering page headings and footings 192 Report group Home tab 43 Insert tab 48 Layout tab 66 View tab 71 Reporting Objects 17 Resources Panel 85 Results Panel 98 rotating charts 174 row totals in reports 142 S scatter charts 164 Section 508 accessibility 16 Select group 82 selecting a data source 22 280 selecting chart types 160 series 197 Series tab 81 82 83 84 Line group 83 Pie group 84 Properties group 82 Select group 82 Show Hide group 67 smooth lines 188 Sort group 76 special chart types 172 Specific group 79 splash screen 21 Status Bar 116 stock chart types 172 style data and column titles in reports 123 Style group 78 styling reports 121 123 127 129 132 alternating colors 127 cell padding 132 headings and footings 123 style data and column titles 123 traffic light styling 129 subtotals in reports 141 7 table of contents reports 154 title elements 218 traffic light conditional styling 201 traffic light styling 129 trendlines 180 WebFOCUS incor U View tab continued Design group 66 user preferences 26 Output Window group 70 environment and styling 26 Query Panel group 69 format 26 Report group 71 layout 26 Show Hide group 67 Start up options 26 Visibility group 80 view 26 ae visualization bars in reports 145 V X View tab 66 67 69 70 71
197. s Labels and Rotate Y1 Axis Labels options selected and set to 45 degrees Product E DollarSales Q Quantity Procedure How to Customize the Display of Legend Labels By default when there are two or more measure fields in a report the titles of the fields automatically appear in a legend on the chart You can specify the position of a legend on a Chart or its orientation You can also suppress the display of the legend 1 Create a chart with two or more measure fields 2 Click the Format tab in the Control Panel 3 Click Legend in the Labels group 4 Inthe drop down menu that opens do one of the following Select or deselect Show Legend WebFOCUS InfoAssist User s Manual 183 Using Custom Chart Features 4 Highlight Legend Position and click one of the available options The choices for positioning the chart legend are Auto the default Bottom Right Left Top Right bottom Right top Left bottom Bottom right Top right Bottom left and Top left as shown in the following image Auto Bottom Right Left Top Right bottar Right top Left bottom Bottom right Top right Bottom left Top left lt J Highlight Legend Orientation and click one of the available options The choices are Auto the default Vertical and Horizontal 5 To select or deselect other legend display options repeat steps 3 and 4 6 Run the report 184 WebFOCUS 5 Creating and Customizing Charts ll The selected le
198. s option will cause a browse dialog box to appear Note The Get Values drop down menu will only be accessible if you have already selected a field After selecting the desired values you can move them into and out of the Multiple Values area with the left and right arrows You can also change the value order and delete values with the up and down arrows and the delete icon After creating a condition you can insert additional conditions before and after the selected condition by using the Insert Before and Insert After buttons at the top of the Advanced Filter dialog box You can use either And or Or conjunctions to link conditions and the Group and Ungroup buttons to nest and organize conditions WebFOCUS InfoAssist User s Manual 61 Accessing Properties Using the Control Panel You can create additional filters by selecting the New Filter button at the top of the Advanced Filter dialog box cre ate a filtering i condition ay New Filter af Insert Before A Insert After Group Ungroup xI Ola e WHERE af Product Equal to Biscott Capuccino Coffee Grinder OR Unit Sales Greater than 85 WHERE TOTAL ALL Budget Dollars Less than or equal to 48036 OK Cancel After creating the desired filters pressing OK will save and apply the filters You can access them from the Filter pane of the Resources panel Data Source Provides the Add Data Source and Switch Data Source buttons The Data Source group is accessible
199. sing the InfoAssist Application Window The following is an example of a window that prompts the user for a parameter value This window is displayed when you run a report after creating a dynamic auto prompting parameter for the Product field Untitled 0 1 Specify values for all parameters 2 Select the run button to submit the request WebFOCUS InfoAssist User s Manual 15 Accessing Properties Using the Control Panel 16 If you select the Allow Multiple Values for Prompt button while creating a dynamic auto prompting parameter a multi select menu is displayed when the report is run Selecting multiple parameter values displays output in the same window as the prompt as shown in the following image amp Untitled 0 Mo Selection Midwest Northeast gi Southeast Region Midwest Biscotti 56105 145242 Capuccino 44785 Cofee Grinder 50343 4097F Coffee Pot 47156 46185 Croissant 1359182 137394 Espresso 101154 68127 Latte 231623 222066 hu 26715 91497 Scone 116127 tOfs2 Thermos 46587 46870 Sort Provides sort options including the default Up ascending sort Down descending sort Rank reports only and Limit reports only The Sort group is shown in the following image a4 ay No Limit Sort Selecting Up default sorts the selected field in ascending order WebFOCUS 3 Using the InfoAssist Application Window i Selecting Down sorts the selected field in descending order Sele
200. ssist User s Manual 233 Building a Compound Document 234 3 Select Chart in the Destination group as shown in the following image Note Chart can also be selected from the Home tab in the Format group Double click a data source field in the Data pane of the Resources Panel A chart placeholder with the selected data source will appear in the Results panel as shown in the following image h 1 ill gt You can now add fields to the chart using the canvas and the Resources Panel For more information on how to use the Resources Panel to add additional fields to the report see Understanding the Resources Panel on page 85 WebFOCUS 6 Using Document View and Building Compound Documents Procedure How to insert a Chart With Right Click In Document view you can insert charts in a number of ways Inserting charts by right clicking a data source field in the Resources panel can be accomplished in the Query Design view Interactive Design view and Document view To insert a chart make sure that no report is actively selected on the canvas and Chart is selected in the Destination group of the Format tab This option is also on the Home tab in the Format group I You cannot insert a new chart with a right click if a report is actively selected If a report is selected click the canvas to deselect the report and make the canvas the active object Select the Format tab from the Control Panel Select C
201. t Limit the Variables of a Column in a Report Add Page and Line Breaks to a Report Add Subtotals to a Report Add Column Totals to a Report Add Row Totals to a Report Add Subheadings and Subfootings to a Report Add Pop Up Titles to a Report Add Data Visualization Bars to a Report Display Measure Data Using Aggregation Options in a Report Display Repeated Sort Values in a Report Recalculate the Result of a Compute Command You can use the following custom features when creating reports in InfoAssist l Rank Inserts a ranking column for By and Measure fields in a Report For details see How to Rank Fields in a Report on page 137 Limit Limits the number of unique variables in a column For details see How to Limit the Variables of a Column in a Report on page 138 Page Breaks Starts a new page in the output when the primary sort field changes For details see How to Add Page and Line Breaks to a Report on page 139 Line Breaks Inserts a line in the report output when the primary sort field changes For details see How to Add Page and Line Breaks to a Report on page 139 Subtotal Inserts subtotals in the output for all numeric fields when the primary sort field changes For details see How to Add Subtotals to a Report on page 140 Column Totals Inserts a grand total row at the bottom of the report to sum numeric data in each column For details see How to Add Column Totals to a Report on page 141 Row Totals
202. t view you can L Build a new Compound document Open an existing Compound document L Generate a new Compound document from an existing single report Procedure How to Access Document View to Build a New Compound Document You can access Document view from the InfoAssist splash screen to create a new compound document 224 WebFOCUS 6 Using Document View and Building Compound Documents ll Procedure Note The following procedure assumes that the splash screen is set to display when InfoAssist is started If the splash screen is not the default and you would like to alter the User Options see Changing User Preferences on page 26 If the splash screen is turned off and Document is selected as the Start Mode you can begin the following procedure at step 3 otherwise this procedure cannot be used to create a new Compound document 1 Open InfoAssist as described in Launching InfoAssist on page 18 After you launch InfoAssist the splash screen appears 2 Select Build a Document as shown in the following image Getting Started Help Build a Report InfoAssist Help Build a Chart Online Forum E Build a Document Open Existing Item Change Default Options Close Application An Open dialog box appears 3 Select a data source to begin your compound document Click OK InfoAssist opens a new canvas in Document view Note Compound documents can be built using more than one data source The source you
203. t with the Scale options or With the component selected change the size and width options from the Size amp Arrange group on the Layout tab as shown in the following image You can lock the aspect ratio using the Aspect Ratio button With the aspect ratio locked changing the width will automatically change the height to keep the component to scale and changing the height will automatically change the width 250 WebFOCUS 6 Using Document View and Building Compound Documents Note The Auto Overflow option is available for reports through the Size amp Arrange group and the Size and Position dialog box With Auto Overflow set you cannot manually set the height and width of a report the area of the report will expand automatically to show all data The AutoFit option is available for reports through the Size amp Arrange group and the Size and Position dialog box With AutoFit set reports will automatically grow to accommodate newly added fields Procedure How to Move a Component You can move a component by clicking it or by accessing the Position section of the Size and Position dialog box This feature is available for all components that can be added to a compound document You can also align components with each other so that their horizontal or vertical position matches For more information see How to Align Components on page 252 1 Open or create a compound document with at least one report text component contr
204. tch 4 Single Tab New Tab New Window J Single Window Output window and tab options are also available in the Status Bar and output window display options are also available in the Navigation Taskbar Note When you run a report tab focus will be on the output window and pressing the Tab key will not move the selection To move the Tab focus out of the output window press F6 Reference Output Target Options The following are output target options that you can select 4 Single Tab When you select Single Tab and run a report a new output window is created in the Results Panel a report instance is created and an output tab is placed on the Navigation Taskbar As you modify a report the same output window is refreshed each time the report is run This option which is the default is ideal when you are working with just one report WebFOCUS InfoAssist User s Manual 103 Understanding the Results Panel Reference 104 New Tab When you select New Tab each time you run a report a new output window is created in the Results Panel A new report instance is also created and preserved by the addition of a new output tab on the Navigation Taskbar Each output tab maintains the output of the report that generated the corresponding output window Selecting an output tab on the Navigation Taskbar loads the associated output instance into the output window New Window When you select New Window each time you run a report a new
205. the desired position for the annotation on the chart The choices are Top Left Top Middle Top Right Middle Left the default Middle Right Bottom Left Bottom Middle and Bottom Right as shown in the following image Top Left Top Middle Top Right Middle Left Middle Right Bottom Left Bottom Middle Bottom Right Click OK to save the values that you supplied and close the Annotation dialog box Run the report WebFOCUS 5 Creating and Customizing Charts The annotation is added to the chart The following is an example of a bar chart with an annotation There was an extended marketing campaign for latte 10M Biscotti Capuccino Coffee Grinder Coffee Fot Croissant Espresso Themnos Product Eo Dolar Sales B Quantity Procedure How to Display Grid Lines You can add O1 Minor Gridlines and Y1 Minor Gridlines to the O1 Major Gridlines and Y1 Major Gridlines that are displayed by default on a chart Create a chart Click the Format tab in the Control Panel a Click Grid lines in the Features group gt In the drop down menu that opens select or deselect any of the grid line options The O1 Minor Gridlines and Y1 Minor Gridlines options are deselected by default and the O1 Major Gridlines and Y1 Major Gridlines options are selected by default You can deselect any of the grid lines including the default grid lines Deselected grid lines do not display on the chart To select or desele
206. the traffic light conditional styling applied The data in the Unit Sales column is displayed in either green or red according to the criteria that was specified in the Traffic Light Condition dialog box Product Product ID Unit Sales Biscotti F102 g2 13r Capuccino L144 Woe Ti Coffee Gonder 6110 186534 Coffee Pot i121 190695 Croissant F103 6300 bel Espresso C14 304986 Latte C142 oF e063 fue a100 3605 0 Scone F101 333414 Thermos 10 4 190081 Procedure How to Use Cell Padding in a Report You can customize the amount of space inserted between rows and columns in a report 1 Select the Layout tab in the Control Panel 2 Select Custom from the drop down menu for the Cell Padding button in the Report group The Cell Padding dialog box opens gq Cell Padding EA HOK Reset C Cancel Top 00 inches Bottom 0 0 inches Left 0 0 Inches Bight 0 0 inches Ready f 3 Type the desired cell padding values in the Top Bottom Left and Right fields 4 Click OK 132 WebFOCUS 4 Customizing and Styling Reports Changing a Field Format How to Assign an Alphanumeric Format Assign a Numeric Format Assign a Date Format Assign a Date Time Format Add a Percent Sign to a Numeric Field You can change the default formats that are assigned to a virtual or column field in InfoAssist The following image shows the Field Format Options dialog box Field type Display options Alphanumeric _ Floating Currency M Floating
207. ties Using the Control Panel Using the Insert Tab 48 The Insert tab is accessible only while in Document view If you are in Interactive Design view or Query Design view the Insert tab will be grayed out and unavailable as shown in the following image Run Format Data Slicers Layout View The Insert tab enables you to add reports charts existing reports text images and active form controls for active report active PDF and active Flash outputs only to a canvas in Document view as shown in the following image Report Chart Existing Text Image Text Report Button Reports Objects Active Dashboard Prompts The Insert tab provides the following groups Reports Enables you to insert reports charts and existing reports into your compound document You can add multiple reports and charts to a single canvas with these buttons The Reports group is shown in the following image Reports Selecting Report inserts a report placeholder in the top left corner of the canvas Selecting Chart inserts a chart placeholder in the top left corner of the canvas Selecting Existing Report opens the Open dialog box where you can select an existing report to be inserted in the top left corner of the canvas Objects Enables you to insert text and images into your compound document The Objects group is shown in the following image WebFOCUS 3 Using the InfoAssist Application Window A S
208. ting X Y and Z data values in that order The size of the bubbles is proportional to the values that they represent 3D charts 3D charts add visual depth to a chart presentation You can easily recognize trends based on two or more data sets 3D charts also add impact to your presentation For a complete list of available 3D chart types see 3D Chart Types on page 172 WebFOCUS InfoAssist User s Manual 165 Selecting a Chart Type 166 The following is an example of a 3D bar chart Dollar Sales Croissant Unit Sales I Stock charts Stock charts track the trend of a particular stock They show the trading volume of the stock its opening and closing values and its high and low values over a Specific time period The data is represented by sets of bars or lines For a complete list of available stock chart types see Stock Chart Types on page 172 Special charts Special charts include a variety of additional chart types m m Gauge A gauge chart indicates the current position of a single data value within a given spectrum This chart has a circular shape Gauge thermometer A gauge thermometer chart indicates the current position of a single data value within a given scale This chart has the shape of a thermometer Pareto A pareto chart uses the X axis to show group members and the Y axis to show the percent of the total of all groups that each group represents This chart highlights the differences between groups o
209. tion Table is selected by default and generates standard WebFOCUS browser output Selecting Table of Contents generates output by displaying a table of contents icon in the top left corner where report output is normally displayed Selecting the table of contents icon opens a menu that enables you to select view individual values of the first sort BY field one value at a time You can also select options to view the entire report or remove the table of contents For more information see How to Create Table of Contents Reports on page 154 The Table of Contents option is activated only when HTML active report Excel or PowerPoint output format is selected Selecting Freeze generates output with column titles that freeze remain in view when you scroll through pages of the report output For more information see How to Freeze Column Titles in a Report on page 155 Selecting Pages On Demand displays one page of output at a time This option provides a menu bar at the bottom of the report output where you can choose to view additional pages of output For more information see How to Create Pages On Demand Reports on page 156 The Pages On Demand option is activated only when HTML or active report output format is selected WebFOCUS InfoAssist User s Manual 51 Accessing Properties Using the Control Panel 92 Selecting Auto Drill amp Analysis generates output which invokes OLAP processing For more information see How to Create
210. to Rotate a Chart Display Reference Lines Display Annotations Display Grid Lines Display Trendlines Customize the Display of Axis Labels Customize the Display of Legend Labels Display Data Labels Customize the Display of Markers Display Smooth Lines Your presentation of data on a chart is successful when it communicates to your audience the message that is intended InfoAssist helps you meet the needs of your audience and convey your message by providing numerous chart features For example you can adjust the appearance of a chart add layers of information or customize the labels that identify the data that is displayed Note The following custom chart features are only available to charts that are being output in HTML PDF Excel 2000 or PowerPoint format You can use the following custom features when creating charts with a compatible output format 4 Rotate the orientation of a chart For details see How to Rotate a Chart on page 174 J Add reference lines to a chart For details see How to Display Reference Lines on page 175 WebFOCUS InfoAssist User s Manual 173 Using Custom Chart Features Procedure 174 Add annotations to a chart For details see How to Display Annotations on page 178 Change the display of grid lines on a chart For details see How to Display Grid Lines on page 179 Add a trendline to a chart For details see How to Display Trendlines on page 180 Customize the display of axis
211. tput for Reports on page 120 B a m P e Report Flash PDF 2000 Output Types Note The active PDF output can only be displayed if you have Adobe Reader 9 0 or higher When you run a report the output is created in the format that is currently selected You can also set output format options from the output format button in the Status Bar Destination Provides buttons that enable you to easily toggle between creating a report the default or a chart and a button to enable the creation of an InfoMini application as shown in the following image 50 WebFOCUS 3 Using the InfoAssist Application Window Destination Selecting InfoMini enables the creation of an InfoMini application Selecting Report or Chart determines whether report specific or chart specific functionality is available in the InfoAssist tool If you switch from Report to Chart or Chart to Report all selected options specific to each type of report are maintained during the current session until you save the report When you save a report chart specific options are not maintained When you save a chart report specific options are not maintained Navigation For reports only the Navigation group provides buttons for selecting options that affect output display and navigation These options include Table Table of Contents Freeze Pages On Demand and Auto Drill amp Analysis as shown in the following image Naviga
212. ts Chart Types How to Select a Basic Chart Type Select an Advanced Chart Type The following are the chart types that you can select Bar charts Bar charts plot numerical data by displaying rectangular blocks against a scale numbers or variable measures that appear along the axis The length of a bar corresponds to a value or amount You can clearly compare data series fields by the relative heights of the bars Use a bar chart to display the distribution of numerical data You can create horizontal as well as vertical bar charts For a complete list of available bar chart types see Bar Chart Types on page 169 The following is an example of a basic bar chart 10M Biscotti Capuccino Coffee Grinder Coffee Pot Croissant Espresso Themnos Product E Colar Sales E Quantity Pie charts Pie charts emphasize where your data fits in relation to a larger whole Pie charts work best when the data consists of several large segments Too many variables divide the pie into small segments that are difficult to see Use color on individual segments to create visual contrast For a complete list of available pie chart types see Pie Chart Types on page 170 WebFOCUS InfoAssist User s Manual 161 Selecting a Chart Type The following is an example of a basic pie chart Dollar Sales E Biscotti E Capuccino W Croissant W Espresso W Latte 4 Line charts Line charts are useful for emphasizing the movement or trend of numeri
213. tyle a page heading and page footing The procedure uses sample values but you can supply values that apply to your own charts This feature is available in Query Design view Interactive Design view and Document view WebFOCUS InfoAssist User s Manual 189 Adding a Page Heading and Page Footing to a Chart 1 With your chart open click the Head Foot button in the Report group of the Home tab The Heading amp Footing dialog box opens 2 Click the tab for the page heading or page footing depending on which you want to add By default the Page Heading tab is selected In this procedure accept the default to add a page heading first Tip Another way to access the Heading amp Footing dialog box is to click the arrow next to the Head Foot button It opens a drop down menu from which you can select the heading or footing that you want to work with After you make your selection the Heading amp Footing dialog box opens and the heading or footing that you selected is active 3 Click inside the design area of the dialog box and type the text for the page heading For example the text for a sample page heading might be Dollar Sales for Selected Products 4 Using the styling options apply styling to the page heading text For example click the arrow next to the font type field and click HELVETICA Click 10 for the font size Click the Left justification icon to align the page heading on the left when the chart is run A s
214. tyle headings and footings For details see How to Style Headings and Footings in a Report on page 126 WebFOCUS InfoAssist User s Manual 121 Styling Reports Style the rows of data with alternating colors For details see How to Style Rows of Data With Alternating Colors in a Report on page 127 Apply traffic light conditional styling to data For details see How to Apply Traffic Light Conditional Styling to Data in a Report on page 129 Increase or decrease the amount of space inserted between rows and columns For details see How to Use Cell Padding in a Report on page 132 Procedure How to Perform Report Level Styling You can apply styles to an entire report by using the Style button in the Report group of the Home tab 1 With a report or compound document open select the Home tab in the Control Panel 2 3 122 Select Style in the Report group The Report Style dialog box will open SA Report Style Xx Trebuchet MS g Bi u E bealgs Preview Trebuchet MS 9 af OK cancel Apply You can globally style the font family font size font color background color text justification left center right font styling bold italic underline and reset the styles from the template Note Reset only works while the Report Style dialog box is open Once you click OK all changes will be committed To undo global styling after it has been committed you must use the Undo command from the Quick
215. udget Dollars WebFOCUS InfoAssist User s Manual 211 Designing a Chart in Active Preview Customizing the Grid Lines 212 A chart can contain several types of grid lines All grid lines are drawn across the entire region of the chart Minor grid lines supplement major grid lines If a plot point falls in between major grid lines you can use minor grid lines for more precise interpretation of the data For information on adding grid lines to a chart or removing them see How to Display Grid Lines on page 179 l Horizontal major grid lines enhance the display of values compared to the Y axis scale alone They are enabled by default They do not apply to the pie 3D gauge spectral map or funnel chart type Horizontal minor grid lines are disabled by default They do not apply to the pie 3D gauge spectral map or funnel chart type Vertical major grid lines ordinal axis enhance the display of values compared to the X axis scale alone They are enabled by default They do not apply to the pie 3D gauge spectral map or funnel chart type Vertical minor grid lines ordinal axis are disabled by default They do not apply to the pie 3D gauge spectral map or funnel chart type Vertical major grid lines numeric axis enhance the display of values compared to the X axis scale alone They are enabled by default They apply only to scatter and bubble chart types where the X axis is numeric Vertical minor grid lin
216. ue is PDF Environment and Styling The Environment and Styling section of the Options window provides an Application Theme drop down menu and a Document Theme selection field and Browse button as shown in the following image Environment and Styling Application Theme Charcoal v Document Theme Use Default Stylesheet Browse The selected Application Theme applies styling to all interfaces menus and dialog boxes within InfoAssist It also becomes the default Document Theme used to style all reports and charts Selecting a specific Document Theme overrides the selected Application Theme for styling reports and charts However if you subsequently change the Application Theme it becomes the default Document Theme again which overrides any Document Theme selected previously WebFOCUS 2 Setting InfoAssist User Preferences ll The Application Theme drop down menu has options for selecting Blue Charcoal Windows Classic Grey the default High Contrast Ruby or Turquoise The Document Theme selection field has a Browse button that you can select to search for an existing WebFOCUS StyleSheet or Cascading Style Sheet You can also type the path directly in the field The following image shows the dialog box used for selecting a Document Theme with the Template option selected Description Size Type id _ ENblackbluepurple sty 11134bytes cfgFile __ ENblack_theme sty 5098 bytes cfgFile __ ENblue medium sty 5941 bytes
217. ult of a Compute command Recompute is similar to Subtotal in that it recalculates only at the specified sort break For more details see How to Recalculate the Result of a Compute Command on page 148 How to Rank Fields in a Report You can add rank columns to BY and Measure fields in a Report by using the Rank button in the Sort group Adding a rank column to a BY field will insert a rank column immediately to the left of the field Adding a rank column to a Measure field will create a copy of the column as a BY field and add a rank column to the left of the new BY field Note The rank option can also be accessed by right clicking a BY or Measure field and accessing the Rank option through the context menu 1 Select a By or Measure field in the Query Design pane The Field tab is displayed in the Control Panel WebFOCUS InfoAssist User s Manual 137 Using Custom Reporting Features 2 Select Rank from the Sort group A rank column will now appear as shown in the following image TAY a e Run Home Format Data Layout View Field Region Y a Z 4 1 S Page Break _ 7 i a BIA Sluresresk Sle Filter Sort Break GGSALES A AY Interactive Design View Dimensions Category ee Product ID Product Midwest Northeast _ Southeast _ West Region RANK Product Unit Sales Unit Sales Unit Sales Unit Sales State 1 Capuccino 44785 73264 71168 City 2
218. urce when Interactive Design view is selected This feature is useful in reducing response time if you are working with a large amount of data Type the desired number of rows directly in the Records field or use the drop down menu to select one of the preset record limits The preset choices are All rows 1 10 50 100 500 and 1000 Filter Provides the Filter button which opens the simple filter dialog box for creating WHERE statements WHERE statements enable you to select only the data that you want and to exclude unwanted data You also have options to Exclude or Include an existing Filter as shown in the following image WebFOCUS 3 Using the InfoAssist Application Window Yi Y Exdude Fiter 3 Filter In the simple filter dialog box you can create simple filters using the Values Prompt and Relational Operators menus For more information see Using the Field Tab on page 72 For more information on creating advanced filters see Using the Data Tab on page 57 Report Provides options that you can select to enhance a report including Theme Style Banded reports only Header Footer Column Totals reports only and Row Totals reports only aS shown in the following image Y Ah A pr Column Totals l F E Ss Row Totals Theme Style Banded Header amp Footer Report Selecting Theme opens a dialog box where you can select a theme other than the default or selected application theme to style your report o
219. urs a day with InfoResponse Online InfoResponse Online is accessible 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 WebFOCUS InfoAssist User s Manual 9 Information You Should Have Information You Should Have 10 To help our consultants answer your questions effectively be prepared to provide the following information when you call l l Your six digit site code XXXX XX Your WebFOCUS
220. ustomizing and Styling Reports i 4 To apply styling and to change colors click the Style button In the Style pop up menu that opens click the color qT icon to open the Color dialog box where you can select a color different from the default green and red colors that appear for the first two conditions When selecting colors you can click a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box You can also select colors by typing numbers in the Hue Sat and Lum fields or in the Red Green and Blue fields You can also use the up and down arrows next to each field to set numeric values 4 To add more traffic light conditions click Add New and select a different color for each new condition that you specify 9 Click OK when you are ready to close the Traffic Light Condition dialog box 10 Run the report The following image shows the Traffic Light Condition dialog box It contains criteria to display values for Unit Sales that are greater than GOOOOO in green and values for Unit Sales that are less than 600001 in red Pi Traffic Light Condition For Unit Sales p Ok wp Reset r Cancel aur Add New bi Remove JE values amp Style cal Unit Sales GRESTER THAM SB00000 e Unit Sales LESS THAN 600001 Trebuchet m53 Condition 3 s WebFOCUS InfoAssist User s Manual 131 Styling Reports The following image shows the resulting report output with
221. w to expose the data values of lower level sort fields For details see How to Create Accordion Reports on page 156 Procedure How to Create OLAP Reports 1 Select the Format tab in the Control Panel 2 Click the Auto Drill amp Analysis button in the Navigation group 3 From the OLAP group as shown in the following image you can select Olap panel not accessible Olap panel accessible default Dimension filtering enabled Dimensions grouped in tabs or More options These options are mutually exclusive meaning that only one can be selected at a time Clicking the arrow portion of the Auto Drill amp Analysis button will display the context menu Clap panel not accessible Ulap panel accessible Dimension Filtering enabled Dimensions grouped in tabs More options Note The context menu automatically goes away after you click one of the menu options click the arrow again or click anywhere else on the screen This means only one selection or action can be performed in the context menu at a time Selecting OLAP panel not accessible means that only the sorting options will display in the column titles and the OCP OLAP Control Panel cannot be accessed from the title options Selecting OLAP panel accessible the default allows access to the OLAP panel using the Auto Drill amp Analysis button in the output of the report WebFOCUS InfoAssist User s Manual 151 Creating Customized Report Outputs Note Using this option v
222. wn procedure or open a WebFOCUS StyleSheet theme or Cascading Style Sheet CSS file WebFOCUS InfoAssist User s Manual 23 Launching InfoAssist Reference Reference 24 Opening a New Procedure When you open a new procedure in InfoAssist you are presented with the splash start up screen Selecting Build a Report Build a Chart or Build a Document displays the Open dialog box for selecting a data source When you select a data source and click OK the InfoAssist application window opens as shown in the following image Ly O led e Run Format Data Slicers Layout View A Q CAR MODEL BODYTYPE WARRANTY STANDARD Measures Properties miccatc Y Fiter El Query sum Ee By Across lt En m Interactive Done v lt Reports HTML fejSingleTab Browser Configuration When using Internet Explorer to access InfoAssist you must have the correct security settings to run the program properly Automatic prompting for downloads must be enabled For more information on changing your Internet Explorer security settings please see your browser documentation WebFOCUS WebFOCUS Setting InfoAssist User Preferences You can change the default user preferences to customize the way that InfoAssist behaves when you are using Changing User Preferences the tool to create reports and generate output You can customize the Inf
223. wn menu and click the desired value in the Data Values dialog box that opens WebFOCUS 5 Creating and Customizing Charts The following image shows the Traffic Light Condition dialog box It contains criteria to display values for Unit Sales that are greater than or equal to 600000 in green and values for Unit Sales that are less than or equal to 599999 in red 4 Tratfic Light Condition for Unit Sales i OK Reset S Cancel Ae Add New ae Delete JE values BS Style a Unit Sales Greater than or equal ta 600000 a Unit Sales Less than or equal to 599999 8 Click OK when you are ready to close the Traffic Light Condition dialog box In the Traffic Light Condition dialog box you can perform the following actions 4 To delete an existing traffic light condition click the Delete button 4 To apply styling and to change colors click the Style button In the Style pop up menu that opens click the Font Color icon to open the Color dialog box where you can select a color different from the default green and red colors that appear for the first two conditions When selecting colors you can click a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box You can also select colors by typing numbers in the Hue Sat and Lum fields or in the Red Green and Blue fields You can also use the up and down arrows next to each field to set numeric values To add mo
224. y Country ENGLAND FRANCE TALY JAPAN W GERMANY INTERCEPTOR Ill TR7 V12XKE AUTO XJ12L AUTO 504 4 DOOR 2000 4 DOOR BERLINA 2000 GT VELOCE 2000 SPIDER VELOCE DORA 2 DOOR B210 2 DOOR AUTO COROLLA 4 DOOR DIX AUTO 100 LS 2 DOOR AUTO 2002 2 DOOR 2002 2 DOOR AUTO 3 0 SI 4 DOOR 3 0 SI 4 DOOR AUTO 53014 DOOR 5301 4 DOOR AUTO 14 940 4 292 7 427 11 194 4631 4 915 5 660 5 660 25 000 2 626 2 886 5 063 5 800 6 000 10 000 11 000 8 300 8 400 eS ae ee ee ee aa ea rere 17 850 5 100 8 878 13 491 5 610 6 820 6 820 31 500 3 139 3 339 5 970 6 355 13 752 14 123 9 097 9 495 ofl WebFOCUS 6 Using Document View and Building Compound Documents 4 Right click one of the selected components and select an alignment option from the Align drop down menu as shown in the following image or 4 Properties rad 7 o ade Size and Position Align Align Left COEP ganan x Delete nl Align Right ENGLAND In EPTOR II align Top Align Bottom WebFOCUS InfoAssist User s Manual 253 Building a Compound Document 4 Access the alignment options from the Align drop down menu available in the Size amp Arrange group of the Layout tab as shown in the following image ry Uw wae A San Format D rage NUMBETS Z Align Left 2 align Right ae aren eer Align Top la Align Bottom COUNTRY MODEL DEALER_COST RETAIL_COST
225. y with InfoAssist and saved in the My Reports or Custom Reports folder and select Open Reporting Objects Right click a procedure in the Reporting Objects folder and select InfoAssist WebFOCUS InfoAssist User s Manual 19 Launching InfoAssist The following image shows the right click menu option for launching InfoAssist from the Standard Reports folder Domain Tree WE E es Domains a E ei Default Domain El oa Standard Reports J amab Infotssist Wiaess Note If you create a Reporting Object with InfoAssist the only tool available to open the Reporting Object will be InfoAssist Power Painter Report Assistant Graph Assistant and Advanced Graph Assistant will not display on the drop down menu Reference Opening Existing Procedures You can open existing procedures created with InfoAssist When InfoAssist opens a report that you previously created the report is opened using the last view that was displayed when you saved the report 20 WebFOCUS 1 Introducing and Launching InfoAssist Hl Using the Splash Screen When you launch InfoAssist a splash start up screen is displayed The splash screen displays the available options as shown in the following image Getting Started Help IA Build a Report InfoAssist Help Build a Chart Hl Online Forum Build a Document Open Existing Item Change Default Options Close Application The available options are grouped into the foll
226. zontal X axis and three vertical Y axis reference lines to a chart 1 Create a chart 2 Click the Format tab in the Control Panel 3 Click Reference in the Features group 4 In the drop down menu that opens click one of the following l Add Reference Line to Y Axis I Add Reference Line to X Axis WebFOCUS InfoAssist User s Manual 175 Using Custom Chart Features The Reference Line dialog box opens as shown in the following image wm Reference Line oll me OK Reset cancel gy color Weight _ Sttyle Value Text Position Above Center w Ready 5 Inthe Value field type the specific X axis value or Y axis value that indicates where to display the reference line In the Text field type the desired text for the reference line In the Position drop down menu click the desired position of the reference line on the chart The choices are Above Center the default Above Left Above Right Below Center Below Left and Below Right as shown in the following image Above Center Above Left Above Right Below Center Below Left Below Right 8 Set the desired Color Weight and Style values for the reference line The choices for Weight are 1px Light the default 2px Medium and 3px Heavy 176 WebFOCUS 5 Creating and Customizing Charts i The choices for Style are Solid the default Dots Many Dots Dashed Dashed Dots Long Dash and Mixed Dashe

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