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8/13/2019 Intro WebI Training
http://slidepdf.com/reader/full/intro-webi-training 1/14
Technology Services Division
ENTERPRISE REPORTING
Introduction to the Exercise 1: Creating and saving aquery
July 2012
8/13/2019 Intro WebI Training
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Enterprise ReportingState of Washington – Department of Enterprise Services
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age $ of %&
8/13/2019 Intro WebI Training
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Enterprise ReportingState of Washington – Department of Enterprise Services
!able of 'ontents
In-Class Exercises ______________________________________________________4E"ercise % 'reating and saving a basic )uer*+,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,&
E"ercise $ -odif*ing and combining )ueries,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,%.
E"ercise / Simple 'alculation,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,%$
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age / of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
In-Class Exercises
Exercise 1: Creating and saving a basic query.
Overview:In this exercise, we will practice making a basic query and saving to your “avorites! "older#
%+ From the home screen0 clic1 on +
$+ $lick on located in the upper left hand corner to create a ne2 )uer*+ !his 2ill activate
a drop do2n list+ From the list choose /+ !he 3niverse selection screen 2ill be displa*ed+ $hoose the universe named 4AFRS $.%%5+&+ !he Edit Query screen 2ill be displa*ed+6+ %ouble click the follo2ing ob7ects into *our 4Results Objects’ section+
8+ %rag and drop the follo2ing ob7ects into *our 'Query Filter' section+
9+ $lick on the creating )uer* icon 2ithin the 4!ency5 )uer* filter $lick on the :;alue(sfrom <ist= selection+
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age & of %&
a!e o" Ob#ect Ob#ect$s Class
Fiscal -onth !ime 'lass
>< Account >< Account 'lass>< Account !itle >< Account 'lass
Account Account (Fund 'lass
?b7ect ?b7ect 'lass
?b7ect !itle ?b7ect 'lass
Amount -easure 'lass
a!e o" Ob#ect Ob#ect$s Class
Agenc* Agenc* 'lass
Fiscal -onth !ime 'lass
>< Account >< Account 'lass
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Enterprise ReportingState of Washington – Department of Enterprise Services
%$+ &ype :%=%/+ !he s*stem 2ill navigate to the first instance of :%= in the list+
%&+ (elect Fiscal -onth :%$=
%6+ $lick the arro2 right
%8+ $lick ?
%9+ From the CG& cc$unt ob7ect0 click on the creating )ueries drop do2n bo"+
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Enterprise ReportingState of Washington – Department of Enterprise Services
%@+ (elect :-atches pattern=
%B+ From the G& cc$unt ob7ect0 enter :86=+ (ote We use percent sign as the specialcharacters to matches pattern li1e 86+
$.+ In the upper right hand corner of the screen click on this icon !his 2ill run the )uer*+
$%+ !he Edit Re($rt screen 2ill be displa*ed+ In the upper left hand corner of the Edit Re($rt screen0 click on the Sa)e ic$n *Sa)e as+,
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age 9 of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
$$+ !he save dialog bo" 2ill be displa*ed+ !*pe :Exercise . /asic Query= in the title field+otice that the default folder for this saved )uer* is 4Favorites5+ $lick on the ? button 2hen*ou are complete+
$/+ 'lic1 on the Document G to close out of Web Intelligence document
T$ )ie0 sa)ed 1uery
$&+ In the Folders section0 if it is alread* not e"panded0 click on the plus sign ne"t to 4-*Favorites5+ !his 2ill displa* all of *our saved )ueries+
$6+ ou should see a ne2 )uer* named :E"ercise % – Hasic Quer*= 2ith *our general descriptionnarrative+
$8+ $lick on the title :E"ercise % – Hasic Quer*=+ !his 2ill displa* *our )uer* in Document vie2+
n$t%er 0ay t$ edit a 1uery is t%r$u!% t%e 2Edit3 $4 t%e d$cu5ent
$9+ In the upper left hand corner of the report screen0 click on the 4Document5 icon+ A drop do2nlist 2ill appear+ $lick on 4Edit5+
T$!!le bet0een 2Edit Re($rt3 and 2Edit Query3
$@+ !he report vie2 of the report 2ill be displa*ed+ In *our upper left hand corner of the report
page0 clic% on to displa* the 4Edit Quer*5 screen+
$B+ At the top of the )uer* editor screen click on the 4Edit Report5 tab+ !his 2ill displa* the 4EditReport5 screen+
/.+ In the upper right hand corner of the Edit Report screen0 click on the small " to close this
)uer* 2ithout saving+
ote If *ou do not have a small " and *ou are vie2ing a report0 *ou can clic1 on large G+!his 2ill close the )uer* *ou are vie2ing+
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age @ of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
/%+ In the upper left hand corner of the screen0 click on this icon !his 2ill direct *outo the Web Intelligence home screen+
End o" Exercise
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age B of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
Exercise &: 'odi"ying and co!bining queries
Overview:In this exercise, we will practice modi"ying a saved query#
%+ In the Folders section0 if it is alread* not e"panded0 click on the (lus si!n ne"t to 4-*Favorites5+ !his 2ill displa* all of *our saved )ueries+
$+ ou should see a ne2 )uer* named :E"ercise % – Hasic Quer*=+
/+ )ight $lick and select -odif* :E"ercise % – Hasic Quer*=+ !his 2ill displa* the CEdit Re($rtCscreen+
&+ In *our upper left hand corner of the report page0 click on to displa* the 4Edit Query’ screen+
(teps * + will show you how to create combining "ilters -a nested query. that will display "iscalmonth 01 through 12 and "iscal month expenditures "or your agency/
6+ $lick on the drop do2n bo" found in the middle of the 4Fiscal #$nt%’ )uer* filter+
A drop do2n bo" 2ith a list of operators 2ill be displa*ed+ $lick onthe selection criteria named 4Het2een5+
8+ our )uer* filter 2ill no2 be displa*ed 2ith t2o parameter fields
a In the first )uer* field0 t*pe .%b In the second )uer* field0 t*pe %$
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %. of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
9+ Find 4Fiscal -onth5 in *our C6ata Section+ $lick and drag this ob7ect do2n to *our CQueryFilter section+ Drag this ob7ect over the e"isting 4Fiscal -onth5 so that the ob7ect loo1ssimilar to this and release *our mouse+
@+ In the ne2 4Fiscal -onth5 parameter field0 type BB
B+ Double clic% on the 4And5 ne"t to ne2 4Fiscal -onth5 parameter to change it to 4 Or 5
%.+ In the upper right hand corner of the screen clic1 on to run the )uer*+
%%+ !he CEdit Re($rtC screen 2ill displa*+ In the upper left hand corner of the CEdit Re($rtCscreen0 click on the Sa)e ic$n *Sa)e as+,
%$+ !he save dialog bo" 2ill displa*ed+ !*pe :Exercise 7 .C$5binin! Queries= in the title field+otice that the default folder for this saved )uer* is CFavorites+ &ype a small narrative in thegeneral description field+ $lick on the ? button 2hen *ou are complete+
%/+ In the upper right hand corner of the Edit Report screen0 click on the small " to close this
)uer*+
ote ?1 to clic1 on large G if *ou are in a )uer*+
%&+ In the upper left hand corner of the screen0 click on this icon + !his 2ill direct *ou tothe Web Intelligence home screen+
End o" Exercise
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %% of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
Exercise (: Si!)le Calculation
Overview:In this exercise, we will practice simple calculation#
%+ pen *our Favorites folder and click on the 4-odif*5 h*perlin1 under the :E"ercise $ –'ombining Queries= that 2as created in previous e"ercise+
$+ !he Edit Report screen 2ill be displa*ed+
/+ 'lic1 an* data field 2ithin *our 4Amount5 column+ !he column should be gra*+
&+ In the middle of the Report vie2 toolbar0 clic1 on the icon to sum the 4Amount5 column+
Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %$ of %&
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Enterprise ReportingState of Washington – Department of Enterprise Services
6+ avigate to the end of the report+
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Enterprise ReportingState of Washington – Department of Enterprise Services
8+ In the upper left hand corner0 clic1 on the drop do2n bo" ne"t the Save icon+ Whenprompted0 clic1 on the 4Save as5 option+ Save *our )uer* in *our Favorites folder as :E"ercise/ – Report Formatting=
9+ Return to *our home screen+
End o" Exercise