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WebFOCUS Quick Data add-in allows you to bring a large amount of enterprise information to the familiar Excel environment, and interact with this information without learning any additional software. You can install the WebFOCUS Quick Data Add-in on your desktop, and you can create and edit queries by accessing predefined data sources. You can save a query in an Excel document, and you can refresh it at any time.
Because all WebFOCUS connection and report information can be saved in an Excel workbook, users with the proper security and access rights can share spreadsheets throughout an organization. As a result, you spend less time recreating reports and more time analyzing information for effective decision-making.
Note: Quick Data is a WebFOCUS Business User Edition option, which requires a separate license and installation. For more information about licensing Quick Data, contact your Information Builders representative.
To distribute and enable the Quick Data Add-in in your environment, follow the procedures below.
C:\Users\userid\AppData\Roaming\Microsoft\AddIns\
where:
Is the name of the user logged on to the PC.
After the WebFOCUS Quick Data Add-in file is in the proper directory, you must open Excel and select the WebFOCUS Quick Data option in the Add-Ins dialog box, as described in the following procedure.
Note: If you already have Quick Data installed in your environment, be sure to backup your existing wfquickdata.cfg file to preserve all your customizations. You can then copy your edits from the existing wfquickdata.cfg file to the new file.
Use the following steps to enable the Quick Data Add-in in Excel 2016:
The Add-Ins dialog box opens, as shown in the following image.
Note: If WebFOCUS Quick Data is not listed in the Add-Ins dialog box, make sure that the add-in is installed and placed in the correct directory.
Use the following steps to enable the Quick Data Add-In in Excel 2013:
The Add-Ins dialog box opens, as shown in the following image.
Note: If WebFOCUS Quick Data is not listed in the Add-Ins dialog box, make sure that the add-in is installed and placed in the correct directory.
If the Quick Data Add-in was installed in a different directory, use the Browse button in the Add-Ins dialog box to locate it.
Use the following steps to enable the Quick Data Add-In in Excel 2010:
The Add-Ins dialog box opens, as shown in the following image.
Note: If WebFOCUS Quick Data is not listed in the Add-Ins dialog box, make sure that the add- in is installed and placed in the correct directory.
If the Quick Data Add-in was installed in a different directory, use the Browse button in the Add-Ins dialog box to locate it.
Use the following steps to enable the Quick Data Add-In in Excel 2007:
The Add-Ins dialog box opens, with WebFOCUS Quick Data listed as an add-in option, as shown in the following image.
A WebFOCUS menu opens in the Add-Ins tab. The following image shows an example of the WebFOCUS menu in Excel 2016.
Once you have distributed the Quick Data Add-in, you can access the WebFOCUS Quick Data Options, which are described in this topic. Except for Settings and Web Servers List, these options are also available from Excel right-click context menus.
Edit Query is not enabled for password-protected cells.
Refresh is not enabled for password-protected cells.
The WebFOCUS Quick Data Settings dialog box provides the following settings:
The captured information includes tasks performed by the tool when it attempts to connect to the web server and Reporting Server, when requests are made for data, and when data is retrieved. The default name of the trace file is wfquickdata.txt. It is created in the same directory as the WebFOCUS Quick Data Add-in file, for example:
C:\Users\user_id\AppData\Roaming\Microsoft\Addins\
Traces are captured for the duration of a single active Excel session. Tracing is automatically turned off when you close an Excel session. The trace file content is cumulative. Added to the file is trace information from each session in which tracing is enabled.
When you select Enable Tracing, the Trace File field is automatically populated with the full path to the trace file. The path includes the trace file name. You can change the location and name of the trace file by either typing the changes in this field, or by clicking the ellipsis and browsing to a new trace file location.
To view the current trace file, click Open Trace.
To delete the contents of the current trace file, click Clear Trace.
You can forward your trace file to Information Builders Customer Support Services (CSS) for analysis by the technical support team.
A configuration file is provided with the Quick Data add-in for the Administrator to use as a template when designing a default WebFOCUS BUE environment. The configuration file defines items such as the WebFOCUS BUE web server port number, alias, and client path.
Providing users with a default WebFOCUS BUE environment allows them to bypass the additional step of manually defining web server connection parameters.
The configuration file is named wfquickdata.cfg. It is originally located in the following directory: ..\ibi\WebFOCUS_BUE82\WebFOCUS\utilities\quickdata. After you have distributed the Quick Data Add-in in your environment, the configuration file is placed in the new directory, such as: C:\Users\userid\AppData\Roaming\Microsoft\AddIns.
The configuration file can contain multiple WebFOCUS configurations. Keep in mind that if the configuration file contains more than one WebFOCUS configuration, the last one appearing in the file is the configuration that is used when Quick Data is opened.
The configuration file provided as a template with the Quick Data add-in contains examples of configurations and instructions to help you create your own configuration. The following example displays a typical configuration:
SERVER_START PROTOCOL=”http” HOST=”localhost” PORT=”26000” HTML_ALIAS=”/ibi_apps/ibi_html” CLIENT_PATH=”/ibi_apps/WFServlet.ibfs” SERVER_END
Use the following guidelines to create the configuration file:
Note: The leading slash is required.
/ibi_apps/WFServlet.ibfs
where:
Is the default context root of the WebFOCUS BUE web application. The leading slash is required. You can configure this value.
Is the name of the WebFOCUS BUE Servlet.
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