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Enhancements to Public Folders in Northwestern University's Business Intelligence Solutions

Northwestern University’s Business Intelligence Solutions introduces a revamped public folder structure, offering users new features for streamlined navigation and organization. Users can now nest packages within folders, hide certain elements from view without affecting usability, and create a robust subfolder structure for each project. While these enhancements simplify organization, moving packages has inherent risks, such as potential loss of links to report objects. A live demo will showcase how to efficiently manage items and utilize the new hidden properties.

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Enhancements to Public Folders in Northwestern University's Business Intelligence Solutions

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Presentation Transcript

  1. Northwestern UniversityBusiness Intelligence Solutions Reorganizing Public Folders

  2. New Version, New Possibilites • New Features • Packages can now be placed inside another folder. • Packages and folders can now hidden • New Possibilities • Simplify navigation for the users • Easily hide objects from users without affecting the usage

  3. Current View

  4. A new cleaner public folders • Each project can be given a single folder in the root of public folders • All project reports and packages will be in their project folder • A robust subfolder structure can be created within this project folder

  5. Example Project Folder • A simple example including a hidden folder

  6. Design considerations • Hidden items still show up in searches • Users still need traverse rights on the parent folders containing the packages • A bug in the package selection navigation screen in the studios prevents the next page buttons from working in anything but the root of public folders • This means if a subfolder has more than the default number (15) of items the user will not be able to get to the next page • They can use the search to find the package • They can navigate to the folder in Cognos connection before launching the studio • You can limit the subfolder to show no more than 15 items in a single folder

  7. Demo of bug Live Demo

  8. How to move it • How to move items to the project folder • Click the checkbox next to the items you wish to move • Click on the cuticon • Navigate to the folder you wish to place the items • Click on the pasteicon • The hidden property • The hidden option is found in the general tab of properties called ‘Hide this entry’ • The hidden option is restricted to report authors and folder administrators

  9. Possible issues with moving packages. • Moving packages does have potential risk. • There is no undo only a full restore from backups. • Report objects could loose the package. • There is no message saying success or failure.

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