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Because Everyone Makes Decisions InfoAssist Topics and Demonstration Jeff Winters, Branch Technical Specialist

Because Everyone Makes Decisions

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Because Everyone Makes Decisions . InfoAssist Topics and Demonstration Jeff Winters, Branch Technical Specialist . WebFOCUS USF User Meeting. InfoAssist Topics ‘Coordinated’ Dashboards Dashboards with ‘chained’ filters Output Target Window setting Accordion Reports Freezing Titles - PowerPoint PPT Presentation

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Page 1: Because Everyone Makes Decisions

Because Everyone Makes Decisions

InfoAssist Topics and Demonstration

Jeff Winters, Branch Technical Specialist

Page 2: Because Everyone Makes Decisions

WebFOCUS USF User Meeting

InfoAssist Topics ‘Coordinated’ Dashboards Dashboards with ‘chained’ filters Output Target Window setting Accordion Reports Freezing Titles Counting and Summing Techniques Active Report HTML5

Copyright 2007, Information Builders. Slide 2

Page 3: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 3

WebFOCUS USF User Meeting‘Coordinated’ Dashboards

You may choose one field for your ‘coordinated’ field. It coordinates the whole dashboard and a pull down list box is automatically created to filter the dashboard. This only works with Active reports (HTML, Flash and PDF), and can be emailed.

Page 4: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 4

WebFOCUS USF User MeetingDashboards with ‘chained’ filters

You may insert any number of controls to filter the dashboard based on fields in the reports/charts. Open the ‘Properties’ of the control to set the field and the cascades (chains). This only works with Active reports (HTML, Flash and PDF), and can be emailed.

Page 5: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 5

WebFOCUS USF User MeetingDashboards with ‘chained’ filters

Page 6: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 6

WebFOCUS USF User MeetingOutput Target Window setting

Click on the IA icon in the upper left and select Options. New Window will launch the report output into a new window as opposed to a new tab in the existing frame. This is a cleaner approach and less confusing.

Page 7: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 7

WebFOCUS USF User MeetingAccordion Reports

Accordion button is on Format tab. Creates automatic roll ups with drill downs through all the sort levels. Only works with HTML output.

Page 8: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 8

WebFOCUS USF User MeetingFreezing Titles

Freeze button is on Format tab. Freezes the column titles so a user can scroll through the output with the titles frozen in place. Only works with HTML output.

Page 9: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 9

WebFOCUS USF User MeetingCounting and Summing Techniques

Summing Technique Can DEFINE specific ‘buckets’ for roll ups PartTimeStaff = IF ACCTD EQ '670010-Part-time Staff'

THEN CURRENT_MONTH_ACTIVITY ELSE 0

Page 10: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 10

WebFOCUS USF User MeetingCounting and Summing Techniques

Counting Technique Can DEFINE specific ‘buckets’ for counts MALES = IF GENDER EQ 'Male' THEN 1 ELSE 0 FEMALES = IF GENDER EQ ‘Female’ THEN 1 ELSE 0

Page 11: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 11

WebFOCUS USF User MeetingActive Report HTML5

HTML5 Fifth revision of the HTML standard Extended multimedia support Supported in all current browsers, including Safari Supported in the WebFOCUS Reporting Server Not available in the client (InfoAssist) Can edit code for Active Report to use HTML5 Add into stylesheet:

TYPE=REPORT,ARGRAPHENGINE=JSFUSION,$Cannot then open in InfoAssist

Page 12: Because Everyone Makes Decisions

Copyright 2007, Information Builders. Slide 12

WebFOCUS USF User MeetingQuestions?

The End

Questions?

Thank you!