WebFOCUS InfoAssist Demonstration

INFOASSISTCreate a New Custom Report and Save

Create new report from Dashboard

Create new report from Dashboard

InfoAssist application themes

match corporate look and feel.

InfoAssist application themes

match corporate look and feel.

Select “Build a Report” from the Getting Started

options.

Select “Build a Report” from the Getting Started

options.

Select a data source.

Select a data source.

Query Design Mode resembles Excel

and Report Assist

Query Design Mode resembles Excel

and Report Assist

MS Office look and feel

MS Office look and feel

Select “Options” to customize the

tool.

Select “Options” to customize the

tool.

Full breadth of customization

options

Full breadth of customization

options

Multiple views of the data with

business terms

Multiple views of the data with

business terms

Various query viewing optionsVarious query

viewing options

Double click or drag and drop to

build query

Double click or drag and drop to

build query

Run to view query output

Run to view query output

Also can use right click options to

add fields

Also can use right click options to

add fields

Run query again to see output

Run query again to see output

Drag and drop Region into Filter

bucket

Drag and drop Region into Filter

bucket

Numerous “fetch” options to build

filter

Numerous “fetch” options to build

filter

Filter on Eastern regions

Filter on Eastern regions

Filter is displayed. Run to see output.Filter is displayed. Run to see output.

Change to “New Tab” to save state and run a new instance of the

query.

Change to “New Tab” to save state and run a new instance of the

query.

Change the output format to “Active Report”

and Run.

Change the output format to “Active Report”

and Run.

Change to Excel format and run.Change to Excel format and run.

Tiling options provide side by side analysis.

Tiling options provide side by side analysis.

Hide the resource pane to utilize full

screen.

Hide the resource pane to utilize full

screen.

Save the report.Save the report.

Saving a Custom report.

Saving a Custom report.

Report shows up in Custom

Reports folder.

Report shows up in Custom

Reports folder.

One click to change report into

a chart

One click to change report into

a chart

Charts output to any format. Click PowerPoint and

Run.

Charts output to any format. Click PowerPoint and

Run.

INFOASSISTCreate a New Standard Report from a Template

Open Template (Reporting Object)

in InfoAssist

Open Template (Reporting Object)

in InfoAssist

Data source and fields already in

place.

Data source and fields already in

place.

Make changes.Make changes.

Run the report.Run the report.

Click the Theme option to change

the styling.

Click the Theme option to change

the styling.

Run to see the new styling

theme.

Run to see the new styling

theme.

Save the report.Save the report.

Saves the report with a new name.Saves the report with a new name.

New report is saved as a My

Report.

New report is saved as a My

Report.

INFOASSISTCompose a document using the WYSIWYG “Live Preview” feature

Select “Compose a document”

Select “Compose a document”

Highlight fields and drag onto canvas. Preview updates

automatically!

Highlight fields and drag onto canvas. Preview updates

automatically!

Highlight any element of the

report for editing.

Highlight any element of the

report for editing.

Drag and drop Region to the left of Vehicle Type

Drag and drop Region to the left of Vehicle Type

Region is moved and preview is

updated.

Region is moved and preview is

updated.

Drag and drop fields to create a

chart.

Drag and drop fields to create a

chart.

Live Preview of the chart is displayed.

Live Preview of the chart is displayed.

Run the report to see the final PDF

output.

Run the report to see the final PDF

output.

Reporting Against Cubes

Reporting: Running reports against cubesOLAP: Running OLAP reports against cubes InfoAssist: Ad hoc cube browsing & reporting

Product Report Financial Report

INFOASSISTRunning reports against cubes

WebFOCUS Financial Report (Data Source: MS Cube)

INFOASSISTRunning OLAP reports against cubes

WebFOCUS OLAP Browser (Data Source: MS Cube)

The browser window displays the product dimension with different levels to slice and dice the data

The browser window displays the product dimension with different levels to slice and dice the data

Step 1

The browser window displays the report from the previous page with subcategory being added to it.

The browser window displays the report from the previous page with subcategory being added to it.

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 2

The browser window displays the report from the previous page with filter applied on the “Bikes” category.

The browser window displays the report from the previous page with filter applied on the “Bikes” category.

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 3

The browser window displays the report from the previous page with a drill down applied on “Mountain Bikes”.

The browser window displays the report from the previous page with a drill down applied on “Mountain Bikes”.

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 4

INFOASSISTAd hoc cube browsing & reporting: Product Report

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1A

Ad hoc cube dimension browsing and data selection

Ad hoc cube dimension browsing and data selection

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1B

Run the report based on the selections from the previous page

Run the report based on the selections from the previous page

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Add subcategory to the report from the previous page

Add subcategory to the report from the previous page

Step 2A

Step 2B

Run the report with the added “Subcategory”

Run the report with the added “Subcategory”

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Step 3AWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Expand “Product” to display the members and add “Bikes” as a filter

Expand “Product” to display the members and add “Bikes” as a filter

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 3A

Run the reportwith the “Bikes” filter

Run the reportwith the “Bikes” filter

Step 4AWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Expand the “Product” “Subcategory” attribute to display the members and add “Mountain Bikes” as a second filter

Expand the “Product” “Subcategory” attribute to display the members and add “Mountain Bikes” as a second filter

Step 4BWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Run the report based on the selections from the previous page

Run the report based on the selections from the previous page

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4C

Add another Subcategory member “Mountain Frames” and add Subtotal for subcategory

Add another Subcategory member “Mountain Frames” and add Subtotal for subcategory

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4D

Run the report with the subtotals applied on the subcategory

Run the report with the subtotals applied on the subcategory

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4E

Tile the various versions of your queries to compare results.

Tile the various versions of your queries to compare results.

INFOASSISTAd hoc cube browsing & reporting: Financial Report

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Select the “Accounts” Parent Child Hierarchy

Select the “Accounts” Parent Child Hierarchy

Step 1

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)

Expend Members and then expand Balance Sheet

Expend Members and then expand Balance Sheet

Step 2

Add “”Assets” as a Visual Filter

Add “”Assets” as a Visual Filter

Step 3

Open “Date” Dimension, expand “Members”, add “2004” as a filter and add “Calendar Quarter” as an across to compare quarterly assets

Open “Date” Dimension, expand “Members”, add “2004” as a filter and add “Calendar Quarter” as an across to compare quarterly assets

Step 4

Run the report based on the selections from the previous page

Run the report based on the selections from the previous page

Step 5

Select the “Calendar Quarter” and then Row Totals from the ribbon to produce running totals accross all quarters

Select the “Calendar Quarter” and then Row Totals from the ribbon to produce running totals accross all quarters

Step 6

Run the report with the running totals

Run the report with the running totals

Step 7

Generate the report in Excel, PowerPoint, PDF, Active Report, etc.

Generate the report in Excel, PowerPoint, PDF, Active Report, etc.

Step 8