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Creating Advanced WEBI Reports

Creating Advanced WEBI Reports. Presented by Douglas Greer. Overview. Introduction Hands On Advanced Tips & Tricks Where to go for Help Q&A. Introduction. What is WEBI. Reporting tool (like Crystal Reports) Included free with Clarity Browser-based - nothing to install

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Creating Advanced WEBI Reports

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  1. Creating Advanced WEBI Reports Presented by Douglas Greer

  2. Overview • Introduction • Hands On • Advanced Tips & Tricks • Where to go for Help • Q&A

  3. Introduction

  4. What is WEBI • Reporting tool (like Crystal Reports) • Included free with Clarity • Browser-based - nothing to install • Integrates with Clarity

  5. Benefits of WEBI • Non-technical users can create their own reports or data extracts • Create reports more quickly than other reporting methods • Scheduling & Export options not found in other reporting methods

  6. Software & Setup Required • All you need is a browser & access to InfoView • http://your_BO_server:8080/InfoViewApp • Access can be obtained from your BO administrator or CA support (on-demand) • JRE v6 recommended • Rich Client (optional)

  7. Compatibility • Official Compatibility • Windows 7 (or earlier) • IE 9 (or earlier) • JRE (Java) 6 (or earlier) • Latest Release of BO (released with Clarity 13.3) Also Adds: • Windows 8 • IE 10 • JRE (Java) 7 • Alternatives • WEBI Rich Client • Interactive mode • Take your chances

  8. Mini Demo

  9. Hands On

  10. Accessing Infoview

  11. Accessing Infoview

  12. Accessing Infoview

  13. Viewing a Report

  14. Viewing a Report

  15. Viewing a Report

  16. Modifying a Report

  17. Creating a Report

  18. Universes

  19. Universes

  20. Report Query

  21. Report Query

  22. Formatting the Report

  23. Advanced Tips & Tricks

  24. Crosstab with Months

  25. Crosstab with Months

  26. Crosstab with Months

  27. Crosstab with Months

  28. Crosstab with Months

  29. Crosstab with Months

  30. Scheduling & Email

  31. Scheduling & Email

  32. Scheduling & Email

  33. Scheduling & Email

  34. Scheduling & Email

  35. Scheduling & Email

  36. Scheduling & Email

  37. Scheduling & Email

  38. Alerters

  39. Alerters

  40. Alerters

  41. Alerters

  42. Alerters

  43. Alerters

  44. Alerters

  45. Input Controls & WEBI Dashboard

  46. Input Controls & WEBI Dashboard

  47. Input Controls & WEBI Dashboard

  48. Input Controls & WEBI Dashboard

  49. Input Controls & WEBI Dashboard

  50. Input Controls & WEBI Dashboard

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