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56132 ParkviewShelby Twp, MI 48316586.677.8300 Phone586.677.8301 Faxhttp://www.cttsbi.com
WebIntelligence
4.0 Rich Client: Tips and Tricks From The MasterMichael Ward
Tips & Tricks with WebIntelligence™ V4 Rich Client
Presentation Objectives
Reporting From Universes Same UniverseA different Universe
Reporting From Excel Files “Fixing” data issues
Importing/Exporting Documents From BI Launchpad
Merging DimensionsMerging Dimensions GuidelinesTips & Tricks Using Rich Client
21 - 21 - 2© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Logging Into Rich-Client
© 2010 – Creative Technology and Training Solutions, LLC 3
1. Select Web Intelligence Login
As
1 - 3© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 4
Logging On
5. Select Log On
3. Enter Userid and Password
4. Select Authentication
Type
Offline Mode Available. User
must have logged in Successfully to
repository at least once
2. Select System
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: Using a Universe
OR-- Select from Previously Used
Universes
6. Click to View Additional Data
Sources
© 2010 – Creative Technology and Training Solutions, LLC1 - 5© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 6
Creating New Documents: Using a Universe
7. Select Universe
8. Click Select
6
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: From Other Data Sources
1. Select More for the Different Data
Source Types
2. Select a Recent Document
71 - 7© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: From Other Data Sources
1. Select Excel data provider or browse for other
local files
1 - 8© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: From Other Data Sources
2. Select Next
1 - 9© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: From Other Data Sources
4. Review Data
3. Review Fields
5. Select Run query
© 2010 – Creative Technology and Training Solutions, LLC1 - 10© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Creating New Documents: From Other Data Sources
Results are Displayed
111 - 11© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Opening Documents from the Repository
1. Select Open from
121 - 12© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Opening Documents from the Repository
2. Navigate to the Folder Location of the
Document
3. Select the Document
4. Click Open
131 - 13© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Using an Imported Document
2. Select WID as Document Type
3. Select Document
4. Click Open
1 - 14© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Viewing Imported Document
WID Document Displayed
151 - 15© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Using Multiple Queries From
A Single Universe
161 - 16© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Using Multiple Queries: From the Same Universe
OR-- Select from Previously Used
Universes
1. Click to View Additional Data
Sources
© 2010 – Creative Technology and Training Solutions, LLCReal Experience. Real Advantage.1 - 17© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
2. Create Query
3. Click Run query
Using Multiple Queries: From the Same Universe
181 - 18© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Results Displayed as Report 1
4. Click Edit or
Using Multiple Queries: From the Same Universe
5. Click New data provider
1 - 19© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
6. Click Add Query / From
Universe
Using Multiple Queries: From the Same Universe
201 - 20© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 21
7. Select Universe
8. Click Select
Using Multiple Queries: From the Same Universe
21
Tips & Tricks with WebIntelligence™ V4 Rich Client
9. Create New Query
10. Run Queries
Using Multiple Queries: From the Same Universe
1 - 22© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
11. Choose Option to Insert Table in a New
Report
12. Click OK
Using Multiple Queries: From the Same Universe
1 - 23© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
A New Report is Created from the
New Query
Using Multiple Queries: From the Same Universe
1 - 24© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Using Multiple Queries From
Multiple Universes
251 - 25© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 26
Using Multiple Queries: From the Same Universe
OR-- Select from Previously Used
Universes
1. Click to View Additional Data
Sources
© 2010 – Creative Technology and Training Solutions, LLCReal Experience. Real Advantage.
Tips & Tricks with WebIntelligence™ V4 Rich Client
2. Create Query
3. Click Run query
Using Multiple Queries: From Multiple Universes
1 - 27© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Results Displayed as Report 1
4. Click Edit or
Using Multiple Queries: From Multiple Universes
© 2010 – Creative Technology and Training Solutions, LLC
5. Click New data provider
1 - 28© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
9. Click Add Query
Using Multiple Queries: From Multiple Universes
29
6. Click Add Query / From
Universe
1 - 29© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 30
8. Click Select
7. Select a Different Universe(Island
Resorts)
Using Multiple Queries: From Multiple Universes
Tips & Tricks with WebIntelligence™ V4 Rich Client
9. Create New Query
10. Run Queries
Using Multiple Queries: From Multiple Universes
311 - 31© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
11. Choose Option to Insert Table in a New
Report
12. Click OK
Using Multiple Queries: From Multiple Universes
321 - 32© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
A New Report is Created from the
New Query
Objects from Both Universe Queries are
Displayed18. Change
Arranged by to Query
Using Multiple Queries: From Multiple Universes
331 - 33© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
1. Insert a New Report Tab
Notice that Number of
Guests is Not Calculated Correctly
2. Create Report Using Quarter and Sales Revenue from
eFashion and Number of Guests from Island Resorts
3. Click Merge Dimensions Button
Using Multiple Queries: Merging Dimensions
341 - 34© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
4. Select Quarter from Both Queries
5. Click OK
Using Multiple Queries: Merging Dimensions
351 - 35© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Using Multiple Queries: Merging Dimensions
Number of Guests Measure is Now
Calculated Correctly
Merged Dimensions are Now Displayed
© 2010 – Creative Technology and Training Solutions, LLC 36Real Experience. Real Advantage.1 - 36© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Multiple Queries: From Universe
and External Data Source
© 2010 – Creative Technology and Training Solutions, LLC 37Real Experience. Real Advantage.1 - 37© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Multiple Queries: Universe and External Data Source
1. Mouse-over Open Folder
2. Select a recently used external data source
© 2010 – Creative Technology and Training Solutions, LLC 38Real Experience. Real Advantage.1 - 38© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
4. Check for 1st
Row Contains Column Names
3. Select All Fields
5. Click Next
Multiple Queries: Universe and External Data Source
391 - 39© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
6. Click Run query
Multiple Queries: Universe and External Data Source
401 - 40© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Results are Displayed
1. Click Edit or
Multiple Queries: Universe and External Data Source
2. Click New data provider
1 - 41© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
3. Click Add Query / From
Universe
Multiple Queries: Universe and External Data Source
421 - 42© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 43
5. Click Select
4. Select Universe
Multiple Queries: Universe and External Data Source
43
Tips & Tricks with WebIntelligence™ V4 Rich Client
6. Create Query from eFashion
Universe
7. Run Queries
Multiple Queries: Universe and External Data Source
1 - 44© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
8. Choose Option to Insert Table in a
New Report
9. Click OK
Multiple Queries: Universe and External Data Source
Real Experience. Real Advantage.1 - 45© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Results are Displayed for
eFashion Query
10. Change Arrange by to
Query
Multiple Queries: Universe and External Data Source
461 - 46© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
12. Create Report Using Year, Quarter and Projected Sales Revenue from excel and Sales Revenue from
efashion
13. Click Merge Dimensions Button Notice that Sales
Revenue is Not Calculated Correctly
11. Insert a New Report Tab
Multiple Queries: Universe and External Data Source
1 - 47© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
14. Select Year from Both Queries 16. Select
Quarter from both Queries
Multiple Queries: Universe and External Data Source
48
15. Click OK and Click Merge
Dimensions button
17. Click OK
1 - 48© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Results are Displayed with Correct Projected
Sales Revenue
Multiple Queries: Universe and External Data Source
© 2010 – Creative Technology and Training Solutions, LLC 491 - 49© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 50
Merging Dimensions
Linking Data Providers
Any Number of Dimensions Objects Can be Merged
Can Only Merge Dimension Objects with Common Data Format
Many Data Providers Can be Linked within Document
Measures Aggregate to Common Dimension(s)
Local Variables Cannot be Linked/Merged
Data may be Case Sensitive
You must unmerge to remerge!
© 2010 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 51
Merging Common Universes
Queries based on Same Universe are automatically linked by common queried dimensionsWill need to Unmerge if report
requires dimensions to not be merged
Tips & Tricks with WebIntelligence™ V4 Rich Client
Tips & Tricks:
Can import and work locally Can import and store locally Can open/edit multiple documents Can bring in Excel spreadsheets“Fix” data Bring in as a new data provider
1 - 52© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Tips & Tricks:Can create Webi document with Excel
and UniversesExport to BI Launch padPure Webi users can edit Universe-based queriesUsers can refresh Excel data providers (no edit
capability)
Users can create Excel file and use as a “filter” file for other data provider sources within same document.
1 - 53© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
Presentation Objectives
Reporting From Universes Same UniverseA different Universe
Reporting From Excel Files “Fixing” data issues
Importing/Exporting Documents From BI Launchpad
Merging DimensionsMerging Dimensions GuidelinesTips & Tricks Using Rich Client
541 - 541 - 54© 2013 – Creative Technology and Training Solutions, LLC
Tips & Tricks with WebIntelligence™ V4 Rich Client
© 2013 – Creative Technology and Training Solutions, LLC 1 - 55
Contact Information:
Michael WardCreative Technology & Training Solutions, LLC56132 ParkviewShelby Twp., MI 48316
(586) 677-8300 Office(586) 484-5523 Cell
Tips & Tricks with WebIntelligence™ V4 Rich Client
Tips & Tricks with WebIntelligence™ V4 Rich Client
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