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Creating Advanced WEBI Reports

Join Douglas Greer in this informative session on creating advanced WEBI reports. This browser-based reporting tool, included free with Clarity, empowers non-technical users to generate their own reports efficiently. Learn how to navigate InfoView, access and modify existing reports, and create new queries. Benefit from advanced tips and tricks, including scheduling, exporting options, and interactive dashboards. This hands-on workshop also includes a Q&A session for further clarification and support.

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Creating Advanced WEBI Reports

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Presentation Transcript

  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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