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This topic introduces the WebFOCUS Business User Edition environment. It describes how to navigate the WebFOCUS Business User Edition (BUE) portal, the Administration Console, and InfoAssist+.
It is also important to understand that Manager users, Developers, Advanced users, and Basic users have different access to environment options. That access is determined by the group of users to which you are assigned.
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When you access the WebFOCUS Business User Edition (BUE), using the Sign-in page or browser URL, you are presented with the BUE Portal. From the portal, depending on your user role, you can create and edit content, view content that other users published or shared, create and edit personal pages, manage users, configure the system, upload files to the repository, connect to data and edit data, and access interactive help and instructional materials.
The main components of the BUE Portal include a Getting Started Page, Home Page, Resources tree, and Menu bar.
The Getting Started page, shown in the following image, is the first page that you see when you sign in to WebFOCUS BUE with the login and password that you created during the installation.
The Getting Started page provides access to resources that get you started with the software. You can access the Information Center, a series of videos, and the Upload wizard and Connect to Data wizard features.
Only Manager users can access this page.
The Home page, which is shown in the following image, is the first page that you see when you sign in as a Basic User, Advanced User, Developer, or Group Administrator.
The Welcome page has three sections that you can interact with:
The content in these sections varies, depending on your user type.
The Menu bar is located in the upper-right section of the screen, inside the top banner. The following image shows the Menu bar that appears when you are signed in as a Manager.
The Menu bar gives you access to the following options:
The Resources tree, located on the left side of the Home page, contains your available resources, such as domains, folders, and content. It also contains functionality that allows you to save content as a favorite, or perform a Change Management import or export. The following image shows the Resources tree that appears when you are signed in to WebFOCUS Business User Edition.
The resources are secured using the security model, that is folder-based, similar to that of desktop operating systems. The resources differ for every user. For example, the Basic User sees only public content.
The Resources tree contains the following nodes:
Each node in the Resources tree has a shortcut menu. The available options include:
The Quick Links on the Home page, include links for uploading or connecting to data, creating content, managing domains and users, and configuring your system. It also shows the name of the domain that is currently highlighted in the Resources tree. Whenever you navigate to a different domain, the Quick Links refresh to reflect the new active directory.
The available Quick Links also change depending on the user. Each user only sees the options that they have privileges to access. The following image shows an example of the Quick Links that are available for a Manager.
A domain node is the highest level of folder organization in the Resources tree. All of the domains that a user is authorized to access are displayed in the tree. Domains contain all of the components and content that you can create.
A list of the domain folders, populated from the WebFOCUS Repository, appear in the Resources tree. The items you can access, and the options available to you, are permitted by the Manager of your environment. When the contents of a folder change, such as when you create and save a new report or a report is published, the Resources tree automatically refreshes. You can also use the Refresh button in the toolbar to update the Domain contents.
A domain can contain a wide range of items, including reports, charts, visualizations, documents, dashboards, Internet hyperlinks, schedules, and distribution lists.
These items are located in folders. Both the items and the folder may be private, published, or shared. If you are permitted to create your own reports, you also have the My Content folder. My Content may contain the Custom Reports, Shared Reports, and folders for each My Report report you created.
When you create a folder, it is private content. Private content appears as a gray folder in the tree. If you share a folder, the folder includes a link icon and is available either to all users, specific groups, or users permitted to access the folder location. If you publish the folder, it appears as a yellow folder in the Resources tree and is available to all users.
The icons located next to each item represent the item type. In the following table, the first column lists the icons, and the second column describes what they represent.
Icon |
Identifies |
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Folder. Allows users to organize their private or published application content. |
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My Content folder. Provides the user with a location to create private reports, output, and schedules. This is created when the parent folder has the Auto create My Reports folder property selected and the user is permitted to create private content in a My Content folder. The private content within this folder cannot be published. |
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Report procedure. Contains the core language commands to tell the Reporting Server how to create the report. |
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Visualization. Represents your data graphically, and is comprised of one or more visuals. Visuals can be charts, maps, or grids. |
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Chart procedure. Contains the core language commands to tell the Reporting Server how to create the chart. |
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Document or dashboard. Customized document or dashboard that contains more than one item. |
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Schedule. Specifies when to run a report procedure, how to distribute the report (Email, FTP, Managed Reporting, Printer), and the destination to which the report will be distributed. This is available when licensed for the feature that creates schedules. |
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Distribution List. Used with a ReportCaster schedule (Email, FTP, or Printer) to specify the email addresses, directory locations, or printers to distribute. |
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Microsoft® Office Excel Worksheet |
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Adobe® Acrobat PDF file |
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GIF image file |
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HTML file |
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JPG image file |
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PNG image file |
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SVG image file |
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Webpage or a URL to run a report |
The following topics describe the shortcut menu options for each type of item.
When you right-click an item, the options displayed in the shortcut menu are determined by the selected item type, and the tools and features you are permitted to access.
The following options are available when you right-click a folder:
Provides access to the following options:
Opens InfoAssist+, where you can create a report.
Enables you to create a chart in InfoAssist+.
Enables you to create a document in InfoAssist+.
Opens InfoAssist+, where you can create visualizations.
Creates a shortcut to a Repository Resource or a Master File.
Launches the Create URL dialog box, where you can create a link to a webpage.
Launches the Distribution List tool, where you can create distribution lists.
Creates a new folder.
Makes a copy of the item with an underscore and number appended to the title, for example, duplicating Sales_Report creates Sales_Report_1 in the same location. The number is incremented each time a duplicate is created.
Cuts, copies, or pastes the folder and its contents.
Deletes the folder and its contents.
Launches a dialog box, where you can change the title of a folder. The Title is the value that displays in the tree and does not change the folder Name value.
Refreshes the content of the folder.
Enables you to upload a data file, document, or image.
Enables you to create or edit a synonym.
Allows or suppresses public access to the content.
Shows or hides the item.
Provides access to the following option:
Allows you to set the resource owner, either Published (no specific owner), or a specific group or user.
Shows the properties of the folder.
Note: The options available for a folder are also available for other types of items.
Like folders, content, such as report, chart, dashboard, and visualization, have options that include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options.
Note: Documents and dashboards have the same options as report and chart procedures with the exception of Publish/Unpublish.
Report and chart procedures also include the following right-click options:
Runs the report procedure or schedule.
Submits a report procedure or a schedule for deferred execution. This option is not available for visualizations.
Runs a report and includes an SQL trace of the report results. This option is not available for visualizations.
Schedules a report procedure. Scheduling options include Email, Printer, and Repository. This option is not available for visualizations.
Edits an item with the tool that was used to create it.
Adds the item to the Favorites folder.
Note: The options available for content are also available for other item types.
Like folders, Schedule options include the Duplicate, Cut, Copy, Delete, Change Title, Security, and Properties options.
Like content, Schedule options include the Edit and Run options.
Schedules also include the following right-click option:
Launches the Schedule Log Options dialog box from which you can select whether to view the most recent log report for the schedule or specify a time range for which to obtain log reports.
Like folders, Distribution List options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options.
Like content, Distribution List options include the Edit option. The Edit option invokes the Distribution List tools.
Like folders, URL options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Show/Hide, Share/Unshare, Share with, Security, and Properties options.
Like content, URL options include the Edit, and Add to Favorites options.
URLs also include the following right-click option:
Enables you to launch the URL link.
Like folders, these options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options.
These files also include the following right-click option:
Enables you to download a copy of the file to your browser, which will launch the File Download dialog box to allow you to open or save the file. If you choose open, the file will open in its corresponding application.
Authorized users can select the Properties option to review information about a folder or item, including when it was created, last modified, title, name, and settings that control the Reporting Server and applications it will access. There are also settings that control the functionality available to users when accessing the folder or running or scheduling an item.
The following image displays the Properties dialog box for an item.
The Main Properties tab includes the following settings:
Authorized users can view or edit the access rules, effective policy, or sharing permissions by clicking Security.
The Details tab, shown in the following image, displays the components of the item in a tree structure to allow a user to review the request information prior to running or opening the item in a tool. The tree structure displays the request components, such as folders, Master Files, Data Elements, Sorts, Conditions, Expressions, Output Formats, and Joins, which can be opened to show the fields referenced.
The Advanced tab, shown in the following image, allows you to set default height and width values for the item, when it is displayed inside a portal at run time.
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The Administration Console contains four tabs and a menu bar that help you navigate to its settings and other features.
These tabs organize administration activities into the following categories:
You can view traces with the Session Viewer, which is accessible from the Tools option on the Menu bar in the Portal.
Options on the menu bar connect you to such basic tasks as reviewing WebFOCUS BUE and third party licensing information, clearing the cache, closing the Administration Console, or opening Help.
To update or review an Administration Console setting, click a tab, and then click the folder or page icon from the main menu on your selected tab. The main window refreshes and the individual settings assigned to your selected page become available.
The Configuration tab contains settings and features that describe Reporting Server connections and other application settings, which are listed and described in the following table.
Folder [Page] |
Available Functionality |
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Reporting Servers |
The Reporting Servers subfolders contain the tools that manage all connections from the client to remote servers. Using the following sub-folders, you can:
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Configuration [Application Settings] |
Pages in the Application Settings folder of the Configuration tab manage settings for the WebFOCUS BUE application. Pages in this folder include settings for the following functional areas:
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Configuration [Custom Settings] |
The Custom Settings page of the Configuration tab contains a text-based input field where you can define advanced customization settings for the Client. Using this page, you can:
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Configuration [NLS Settings] |
The NLS Settings page of the Configuration tab contains National Language Support settings. |
Configuration [Dynamic Language Switch] |
The Dynamic Language Switch page of the Configuration tab contains a list of languages that can be included in this feature. In the Business User Edition, Dynamic Language Switch settings are stored in the ibimultilanguage.js file located in the drive:/ibi/WebFOCUS_BUE82/WebFOCUS/ibi_html/javaassist/intl directory. |
Configuration [Redirection Settings] |
The Redirection Settings page of the Configuration tab contains settings that manage the redirection of report output. |
Configuration [InfoAssist+ Properties] |
The InfoAssist+ Properties page of the Configuration tab contains properties that configure reporting options in the InfoAssist+ reporting tool. |
The Security tab contains internal and external security settings, which are listed and described in the following table.
Folder [Page] |
Available Functionality |
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Security Configuration [Internal] |
The Internal page of the Security tab contains login and password settings for authentication and authorization managed within WebFOCUS BUE. |
Security Configuration [External] |
The External page of the Security tab contains settings that define the method and location of authentication and authorization activities managed by third-party applications outside of WebFOCUS BUE. |
When you click the ReportCaster tab, the ReportCaster Server Status page opens, by default. Features on that page identify the current status of ReportCaster Server operations.
The Diagnostics tab contains settings and features that describe system performance and activities, which are listed and described in the following table.
Folder [Page] |
Available Functionality |
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Diagnostics |
The Diagnostics section of the Administration Console contains the following functional areas:
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The About WebFOCUS page displays information about the release you are using and the optional components installed with it, as shown in the following image.
You can use the information on this page to identify your current product release and service pack when corresponding with the Information Builders Customer Support team.
When you click About WebFOCUS, the following information appears in the main window:
Edition. Product edition, for example, WebFOCUS Business User Edition.
Product Release. Release number, for example, 8.2.
Service Pack. Service pack number, for example, 0.0.
Package Name. Installation file package name, for example, wb022316a.
Release ID. Product release number, for example, 8200.
Build/GEN Number. Specific product build number, for example, 15.
Build/GEN Date. Date and time the build number was generated, for example, February 23, 2016 10:28:10 PM EST.
Application Server. Application Server, for example, Apache Tomcat/8.0.21.
This version of the About WebFOCUS page, that opens from the Diagnostics tab, is only available to those users whose privileges allow them to open and review the Administration Console.
However, the information on this page is also available to those users whose privileges allow them to view the About WebFOCUS Business Intelligence window. To open this other window, in the BUE Portal, on the Menu bar, click Help, and then click About.
The Client Verification page displays the current status of client configuration and application settings. When you open this page, the client automatically conducts the test required to verify that configuration and application settings are open and available.
Settings marked pass are available for use. Settings marked fail are not available for use.
The automated verification process includes checking web server aliases and directory permissions for each type of client communication mode (CGI, WFServlet, or ISAPI).
The Client verification tools, by default, place the verification logs in the drive:\ibi\WebFOCUS_BUE82\WebFOCUS\logs directory. These tools test read, write, and remove permissions for the logs directory. They also test read and write permissions for the drive:\ibi\WebFOCUS_BUE82\WebFOCUS\config directory.
To test a Reporting Server connection and the current status of the Graph or Table functionality it can deliver, you must open the Configuration tab, and right-click the icon for the Reporting Server you wish to test. All three tests are available on the shortcut menu assigned to each server icon.
The Diagnostics tab also contains information about HTTP request headers and your Java VM environment.
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InfoAssist+ provides an intelligent, flexible layout for creating reports, charts, visualizations, and documents.
The application window provides intuitive menus and toolbars, a versatile ribbon that provides access to specialized groups for different functional areas of report design, a taskbar for selecting output, and a status bar for directing output.
The application window also provides a resources area for selecting and sorting data, and a multi-faceted results area that can display report design, a preview of report output, or actual report output.
The components of the InfoAssist+ Application window are shown in the following image.
The main interface components are explained as follows:
Depending on the type of file that you are developing, the canvas may display differently. For example, when creating a document, the canvas includes rulers around the development area. This is to assist you in placing the components on to the document.
In the upper-left corner of the InfoAssist+ interface, click the IA button to open the Application main menu.
You can run the following commands from the Application main menu:
When you open a new session of InfoAssist+ and then click New, a new report is created. You are prompted to choose a data source.
Pinned reports, charts, visualizations, and documents are represented by a blue pinicon. Pinned items appear at the top of the list in alphabetical order.
Recent reports, charts, visualizations, and documents are represented by a sideways blue pinicon. Recent items appear below the separator bar in the order in which they were created, with the most recently created item at the top.
You can pin important reports, charts, visualizations, and documents to the top of the Recent Reports section of the Application main menu for quick and easy access. To promote a recent report to pinned report, click the sideways blue pin icon. The icon turns upright and the report is moved to the pinned report area of the Recent Items window, where it stays until it is unpinned.
To demote a pinned report, click the blue pin icon. The icon turns sideways and the report is moved below the separator bar.
A shortcut menu is available when right-clicking a recent item, as shown in the following image.
The options in the menu are:
The Open dialog box displays when you launch InfoAssist+. It also displays when you join and blend data. You can use this dialog box to do the following:
The Open dialog box contains the following options:
Opens the Connect to Data wizard, where you can configure a Data Adapter to connect to an existing database and create synonyms.
Opens the Upload wizard, where you can upload user data from a machine to which you have access. This data can be used with WebFOCUS reporting.
Opens the selected Master File.
The Quick Access Toolbar provides access to the most commonly used functions. It is located to the right of the Application main menu button and is always visible no matter which options are selected.
The Undo icon is enabled (blue) when there is an action to undo. Otherwise, the icon is unavailable (gray). The Redo icon is enabled (blue) when there is an action to redo. Otherwise, the icon is unavailable (gray).
For example, if you add a database field to a report, the Undo icon turns blue. You can now click the Undo icon to remove the database field from the report. The Undo icon turns gray, and the Redo icon turns blue. To restore the field to the report, click the blue Redo icon.
You can also press Ctrl+Z to undo an action, or Ctrl+Y to redo an action.
You can undo and redo up to 25 actions per session. InfoAssist+ maintains the undo and redo list of actions even when you switch between reports.
When a dialog box is open in the application window, you cannot use the Undo and Redo icons. However, when you click OK and close the dialog box, the icons become available for use. With a single click of Undo, you can undo all the actions that you performed in the dialog box, and you can reinstate them with a single click of Redo.
The ribbon is a rectangular area of distinct groups of buttons that spans the top of the InfoAssist+ application window.
The ribbon is contextual and changes depending on the type of file that you are developing. For example, in Chart mode, the ribbon is made up of nine tabs, whereas when working in Visualization mode, the ribbon consists of five tabs. Each tab contains a subset of InfoAssist+ functionality organized in logically-related groups of controls and commands graphically represented by distinctive icons.
The ribbon contains two types of arrow-based buttons. The first type of button opens a menu when you click it. The Orientation button is an example of this type of button. Clicking the Orientation button opens a menu of options, as shown in the following image.
The second type of button is a split button. Clicking the left side of the split button performs a default action. Clicking the down arrow, on the right side of the button, opens a menu of options. The Header & Footer button is an example of a split button. It is shown in the following image.
Clicking the Header & Footer button on the left opens the Header & Footer dialog box. Clicking the down arrow on the right opens a menu of options.
Some options open dialog boxes of additional commands and option lists.
The ribbon displays all controls and commands using different sized icons and groups, depending on the size of the monitor and application window.
When you reduce the size of the application window, some groups are collapsed into single icons as determined by the amount of available space.
When a group is collapsed into a single icon, the individual icons are removed from view, but are still available. Clicking a collapsed group icon restores the group to its normal full size and displays all of the individual icons.
When expanding a collapsed group, the ribbon collapses a neighboring group to make enough room to expand the selected group.
When an icon, button, or option in a menu or dialog box appears dimmed, that functionality is not available for that report as it currently exists. Some functionality is available for reports only, charts only, visualizations only, or documents only.
In some situations, selecting one or more options makes other options incompatible with the previously selected ones. As a result, the incompatible options are dimmed and unavailable for selection. InfoAssist+ automatically makes incompatible options unavailable as you create and modify a report.
Note: If you do not have access to a particular option, contact your administrator.
The Home tab contains the most commonly used commands and options, which you can use when developing reports, charts, documents, or visualizations. The following list highlights the features on the Home tab for each mode.
Related Information for Reports, Charts, and Documents:
Related Information for Visualizations:
The Insert tab contains options to add reports, charts, existing reports, text, images, and active form controls (for active reports only) to a canvas in Document mode.
Note: The Insert tab is only available in Document mode.
Related Information for Documents:
The Format tab provides options for formatting your report, chart, document, or visualization. Depending on the mode you are using, you can perform tasks such as selecting a chart type, enabling Auto Linking, or adding navigational aspects to a report.
The following list highlights the features on the Format tab for each mode.
Related Information for Reports, Charts, and Documents:
Related Information for Visualizations:
The Data tab contains data manipulation and data display options. For example, you can access Join functionality and work with Defines and Computes. The Data tab is available in the report, chart, and document mode. It is not available in visualization mode.
The following list highlights the features on the Data tab for each available mode.
Related Information for Reports, Charts, and Documents:
The Slicers tab provides the ability to create and edit slicers. Slicers are dynamic filters that you can use with reports, charts, and documents.
Note: The Slicers tab is unavailable in visualization mode.
The features on the Slicers tab are the same for reports, charts, and documents. You can perform the following functions with the slicer functionality:
Related Information for Reports, Charts, and Documents:
Note: The slicer capabilities are only available in the full version of InfoAssist+.
The Layout tab provides access to page display and layout options. These include page orientation and AutoFit, which is a feature that limits the width of columns in a report to be no wider than the largest value in each column.
The Layout tab is available in report, chart, and document mode.
Note: The Layout tab is unavailable in visualization mode.
The following list highlights the features on the Layout tab for each available mode.
Related Information for Reports, Charts, and Documents:
The View tab provides access to reporting options, including design and display options. Some of the options on the View tab control how information is displayed, whether it be in structured view or list view. The View tab is available in all modes of InfoAssist+.
The following list highlights the features on the View tab for each mode.
Related Information for Reports, Charts, and Documents:
The Field tab is enabled in the ribbon when you select a data source field. The options available in the Field tab are specific to the data type that is selected. The options available for numeric fields are different from the options available for non-numeric and date fields. The Field tab provides access to the Filter, Sort, Break, Style, Format, Display, and Links groups.
The following list highlights the features on the Field tab for each mode.
Related Information for Reports, Charts, and Documents:
The Series tab provides access to chart options through the Select, Style, Properties, Line, and Pie groups. The Series tab is available in document, chart, and visualization mode. It is not available in report mode.
The following list highlights the features on the Series tab for each available mode.
Related Information for Reports, Charts, and Documents:
Related Information for Visualizations:
The canvas displays a preview of the report being created or modified on the canvas when you are in the default Live Preview. To select Live Preview, go to Home tab, and in the Design group, click Live Preview, or on the View tab, in the Design group, click Live Preview. The canvas is always fully maximized and cannot be minimized, cascaded, or tiled. However, a blank canvas opens when there is no report.
The canvas displays either live data or sample data.
When you select Data from Source, a live preview of the report being built is refreshed on the canvas as you add, remove, and style data source fields in the report.
When you select Use Sample Data, the canvas displays sample data based on the field type, with the same formatting and styling used to display live data.
When you execute a report, the canvas displays the Output window. If the Output is minimized, or if there is no report to preview, the canvas is blank. To change the canvas view, you can select Query Design view or Live Preview from the Design group of the View tab or Home tab.
When working with a report in Live Preview, you can rearrange the columns of the report by dragging them to the left or right, depending on your display preference. If the column is numeric, you are presented with the option to Drop as Sum or Drop as Sort.
Note: If you select Drop as Sort, the values are listed individually and they are sorted. If you select Drop as Sum, the values are summed for that particular row. The default is Drop as Sum.
When placing the column in a new location, a red indicator bar displays, indicating the location of placement for the moved column. This allows you to see where the column will be placed before you actually perform the operation.
Note: Column sort order can also be rearranged by dragging the fields in the Query field containers of the Query pane to reorder them.
If you create a filter, then the filter appears in the Filter pane.
If you click Query on the Home tab, in the Design group, the Query and Filter panes expand in to the canvas.
This provides a larger area for displaying the Query and Filter panes. This feature is useful when you are designing a report with multiple filters or numerous fields.
Depending on whether you are creating a report or a chart, the Query pane displays selected data source fields using different types of Query field containers.
Related Information:
When you run a report, the output appears, either in a tab on the canvas, or in a new browser window. You can create and display output in several different ways, depending on the following options. You can select these options on the View tab, in the Output Window group:
Output window and tab options are also available in the status bar, and output window display options are also available in the Navigation taskbar.
Note: When you run a report, tab focus is not on the output window and pressing the Tab key does not move the selection. To move the Tab focus out of the output window, press F6.
The following are output target options that you can select.
The following are output view options (Arrange) that you can select.
The Navigation taskbar provides quick access to all active output windows and to the report design that generated the output. You can return to the last report that you edited in the Query pane by clicking Display Design View on the taskbar. The Navigation taskbar is always visible. It is located near the bottom of the application window, just above the status bar.
Each of the active output windows displays a tab on the Navigation taskbar. Selecting the tab displays that output window on the canvas. If you save a report with a unique name each time you modify it, when the report is executed and a new output window is generated, the unique name appears as a tab on the taskbar. If you continue to modify and execute a report without saving it with a unique name, a number in parentheses is appended to the original, saved report name to differentiate it among the multiple output windows.
The ability to select report output from the Navigation taskbar depends on the output window option selected from the status bar or from the Output Window group of the View tab. For more information, see Using the Status Bar, or Understanding Output Options.
Each report tab on the Navigation taskbar has a shortcut menu with the following options:
Restore, Minimize, Maximize, and Close are standard options available in any browser window or software application. Minimize, Maximize (if the window is not maximized), or Restore (if the window is maximized), and Close can also be found in the top-right corner of the output window.
The Auto Resize option enables automatic resizing of an output window as needed when you add or remove fields.
The Window Options menu at the far left of the Navigation taskbar provides options for displaying all active output windows on the canvas. The display options that you can select are Cascade, Tile Horizontally, Tile Vertically, Restore All, Minimize All, Maximize All, or Close All. The name of each active output window appears at the bottom of the menu.
The Window Options menu options are directly linked to the options available in the Output Window group of the View tab.
The status bar displays the status of the last selected action, a reports button that shows the number of open reports, an output format button that shows the selected format, as well as a list of the available formats, and an output target button that shows the selected option for displaying new output windows or tabs.
When you click the reports button, a menu opens, with options for selecting any of the open reports. Each report is listed by name and an icon which represents the report type (report, chart, visualization, document). The report you select becomes active.
When you click the output format button, a menu opens, with options for selecting a different output format. For a complete list of options, see Understanding Output Options.
When you click the output target button, a menu opens, with options for Single Tab (default), New Tab, Single Window, and New Window. For more information, see Understanding Output Options.
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The Resources panel is comprised of the Data pane, the Filter pane, and the Query pane. It is located on the left side of the InfoAssist+ interface and is visible by default. You can customize how the Resources panel displays by using the options on the Home tab and View tab. For example, on the View tab, in the Design group, click Query to display only the Query and Filter panes.
The Data pane, which contains all the fields from the selected data sources, is always displayed.
You can manually adjust the size of the Resources panel. To do so, move the mouse pointer over the border. When the pointer changes to a two-way arrow, drag the border.
In the Resources panel, each field has an image associated with it. The following table displays each image and describes what it represents.
Note: This list of icons changes based on the type of database that is in use.
The Filter pane displays all filters that have been created for the selected report.
For more information on filtering, see Field Tab and Data Tab.
Note: The Filter pane displays all created filters, both active (included) and inactive (excluded).
The Data pane contains the data fields that are used to construct reports, charts, or visualizations. The default structure of data in the Data pane displays your data by field type, for example, measure field or dimension field. You can explore this structure using the sample retail database that is included with InfoAssist+. The structure of this sample database, which is a cube database, includes measure groups, measure fields, dimension hierarchies, dimension fields, and attributes.
The fields in the database structure are displayed in Logical view, by default. You can use the commands in the View tab to change how your data fields are organized in the Data pane. These commands display the data fields in a Logical, List, or Structured view. All three views provide options for displaying each data source field as a Title, Description, Field, or Alias. The List view also includes options to show the Alias, Format, and Reference of each field.
Field list search functionality is also available in the Data pane, which you can use to search for specific fields within a tree or list. When conducting a search in the Tree view, the search functionality searches only the attribute that is displayed.
When searching in List view, all attributes are searched at once.
Note: There are additional options on which you can search, including Name, Title, Alias, Format, Segment, Filename, Description, and Reference.
As you enter search criteria, InfoAssist+ begins the search process. When you enter just a few letters, the list of records that is returned is typically long. As your search criteria gets more specific, the list of returned fields narrows.
If you are conducting a search that you wish to cancel, click the X icon in the field list search tool to abort the search.
Note: The X icon displays only when you have search criteria specified in the Search fields box.
The following is an example of the default Logical view, displaying the Title of each field.
There are several ways that you can add data source fields to a report. You can drag, double-click, or right-click data source fields in the Data pane to add them to a Query field container or the Filter pane.
After you add data source fields to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field.
Drag. This method provides the most control. You can drag data source fields from the Data pane to the appropriate Query field container or Filter pane.
For a larger work area in which to drop data source fields in the appropriate Query field container, make sure that Query Design view is selected, and then, on the View tab, in the Query Panel group, click Areas 2x2 or Areas 1x4.
You can select Query Design view on the Home tab, in the Design group, by clicking Query or on the View tab, in the Design group by clicking Query. That selection expands the Query and Filter panes.
Multi-Select. You can multi-select data source fields that you want to add to a report in Live Preview, Query Design view, and Document mode. To select multiple data source fields to add to a report, click the appropriate fields while holding the Ctrl key on the keyboard. You can drag fields onto the canvas, or add them to the Query field container.
Double-Click. To automatically add a field to the appropriate Query field container in the Query pane, you can double-click a data source field in the Data pane.
You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.
Right-Click. You can right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query pane. For reports, the available shortcut menu options are as follows:
A measure is a numeric value, such as Gross Profit or Cost of Goods Sold, that you may want to aggregate. All numeric values that can be summed are measures. Numeric fields that cannot be summed, such as product number and miles per gallon, are not treated as measures. Instead, they may be used in the same way as dimension fields to analyze measures. It is up to you to understand your data and determine whether each numeric field can be summed. Related measures can be organized into measure groups. For example, Gross Profit and Cost of Goods Sold can be part of a Sales measure group.
A dimension is a way to categorize data. You can use a dimension to analyze and compare measures. Generally, any field that is not a measure, usually an alphanumeric field such as product, is a dimension. Dimensions can be organized into hierarchies to define the relationships between the fields in the hierarchies. For example, a Geography hierarchy can contain the Continent, Country, State, and City dimensions. You can also define dimension fields that are not part of a dimension hierarchy.
The Query and Filter panes appear below the Data pane, except when you select Query Design view, which expands the size of the Query and Filter panes. There are different Query field containers for reports and charts.
Note: If you have more than one item in either Sum, By, or Across Query field containers (for reports) or Measure (Sum) or X-axis Query field containers (for charts), you can drag them up or down in the Query pane to rearrange the order in which they display in your report or chart. When you drag fields to rearrange them, an indicator line displays, providing guidance as to where the field will be placed. The color of this line is determined by the theme. Once you have performed the rearrangement, the Live Preview refreshes based on the newly indicated order.
Reports. For all reports, the Query field containers in the Query pane include Sum, By, and Across.
Field containers are used to hold fields that you select based on the function that you want it to perform. For example, in chart and visualization mode, you can add a field to the Color field container, which will color your data based on the selected field.
For reports, the available field containers are different than those presented for charts and visualizations. This section reviews all of the field containers, providing you with a reference point when working with field containers.
The following field containers display when creating reports.
Enables you to display column headings across the top of the report for the measure or dimension that is placed in this field container.
Enables you to specify sort fields for your report.
Note: You can rearrange the display order of your By sorts by dragging them into the desired order in the Query pane.
Displays numeric totals for numeric (measure) fields that are added to this field container.
The following field containers display when creating charts and visualizations.
Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year. This field container displays for many different chart types.
Use this field container to differentiate data types in a field that contains multiple categorical values. For example, when creating a gauge chart, the field that you specify in this field container becomes a By field, by which all values are displayed as a separate chart.
Enables you to display data categorically in a chart. This field container displays for Tag Cloud charts, which are available in the Other charts category.
Use this field container to specify a field that contains categorical data. These categories display on the categorical portion of a 3D bar chart. The other axis, Series Axis, is plotted against the categorical data.
Enables you to specify a numeric field to indicate the closing value of a stock. Other required values include: Open, High, and Low. This field container displays for Stock charts, which are available in the Other charts category.
Enables the application of different colors based on the underlying data set for the field in this field container. When you place a numeric field in the Color field container, the legend displays as a heat scale. When you place an alphanumeric or a date field (non-measure) in the Color field container, the legend displays as colored markers. To change how the legend displays, right-click the Color field container and click Color BY.
Enables you to specify a field to display column data in a matrix chart in a visual. The use of measure fields is supported. Column data is displayed at the top of the visual, along the X axis. This field container is available for charts and visualizations.
Use this field container to add detail to your visual by adding a data field to it. For example, if you add Sale,Quarter to the Detail field container in your Scatter plot, the points on the plot are quadrupled, one for each quarter. In addition, the field that you specify in the Detail field container also displays on the hover menu for each point in the plot.
Enables you to specify a Geolocation field for use in a map.
Note: Geolocation fields are listed in the Data pane with a Geolocation icon .
Enables you to specify a field by which to present your data in categories or groups. For example, this data field controls how a treemap is grouped.
Enables you to specify a numeric field to indicate the high value of a stock. Other required values include: Open, Low, and Close. This field container displays for Stock charts, which are available in the Other charts category.
Displays the data for the selected along the X axis. This field container is available for charts and visualizations.
Note: You can specify up to three fields on the horizontal axis.
Enables you to add a field to specify for the legend of the chart. This field container displays for a number of charts that are available in the Other chart category.
Enables you to specify a numeric field to indicate the low value of a stock. Other required values include: Open, High, and Close. This field container displays for Stock charts, which are available in the Other charts category.
Enables you to specify a numeric (measure) field by which to establish a lower limit. This field container displays for Vertical Box Plot charts, which are available in the Other chart category.
Enables you to specify a numeric (measure) field by which to establish a lower quartile. This field container displays for Vertical Box Plot charts, which are available in the Other chart category.
Use this field container to specify a measure that will serve as the basis for a pie chart. The Measure metric is used with the Color field container for pie charts to create sections based on your field selections. It is also used with Gauge charts.
Enables you to specify a numeric (measure field) by which to sum data. This field container displays for a number of charts that are available in the Other chart category.
Enables you to specify a numeric (measure) field by which to establish an median. This field container displays for Vertical Box Plot charts, which are available in the Other chart category.
Enables the creation of multiple graphs based on the field that you place in this field container. This field container displays for many different chart types, including Spectral Heatmaps, which are available from the Other dialog box.
Enables you to specify a numeric field to indicate the opening value of a stock. Other required values include: High, Low, and Close. This field container displays for Stock charts, which are available in the Other charts category.
Enables you to specify a field to display row data in a matrix chart in a visual. The use of measure fields is supported. Row data is displayed on the left side of the visual, along the Y axis. This field container is available for charts and visualizations.
Use this field container to specify a series to plot against the data presented on the Categorical Axis. This field container displays for 3D bar charts.
Controls the size of markers or other data points.
Enables you to specify a numeric (measure) field, which will control the size of the data presented in a chart. This field container displays for Tag Cloud charts, which are available in the Other charts category.
Enables you to specify a field whose data values will dictate the size of the slices in a chart. This field container is available for Funnel charts, which are available in the Other chart category.
When you place a field in this field container, InfoAssist+ enables you to view additional information in the tooltip for a chart or visual.
Enables you to specify a numeric (measure) field by which to establish an upper limit. This field container displays for Vertical Box Plot charts, which are available in the Other chart category.
Enables you to specify a numeric (measure) field by which to establish an upper quartile. This field container displays for Vertical Box Plot charts, which are available in the Other chart category.
Displays the data for the selected field along the Y axis. This field container is available for charts and visualizations.
Enables the specification of a field on the X Axis of certain chart types. For example, XY Polar. This field container displays for a number of charts that are available in the Other chart category.
Enables you to specify a measure (numeric) field for the Y Axis in a Pareto and certain line charts, which can be accessed from the Other chart category.
Use this field container to indicate a measure to serve as the basis for second Y axis. This field is used in various line charts, which can be accessed from the Other chart category.
In the Query pane, you can right-click any field and select from a list of available options that are displayed in the menu that appears. The options that you can select vary, depending on the type of Query field container in which the field is located and the type of report that you are creating.
You can also rename the content type in the Query pane. You can right-click the component and click Rename to change the title.
This allows you to customize the title in the Query pane. In addition, when working in Excel format, the name that you provide is used as the worksheet name in the workbook that is generated at run-time.
Note: If you are working with a report or chart in HTML format, you can also access Sum, Print, List, and Count aggregations from the shortcut menu on the report or chart component.
Related Information:
The following table lists and describes all the right-click field options available in the Query and Filter panes for a selected field.
Option |
Description |
---|---|
# of Columns |
Opens the Number of Columns dialog box, where you can indicate the number of columns in which you wish to display multiple graphs. |
Aggregation Functions |
Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a report. |
Break |
Provides a menu of options to enable page breaks and subtotals, and resetting page numbers. |
Create Group |
Allows you to create a group of elements based on the field data type that you select. Once you define a new group, a higher-level field is created that contains the selected elements. For more information, see How to Create a Dynamic Group. |
Change Title |
Opens the Edit Title dialog box, where you can change the title of the selected field by typing the new title in the Enter Title field. Note: When changing the title of a column heading, you can place a comma between words in the Enter Title field to create a multi-line header. |
Data Bars |
Provides a menu for enabling the data bar representation functionality. Selecting On adds a data visualization column to the right of a selected numeric field. The column displays values in each row using horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values. |
Delete |
Deletes the selected field. Note: In the Query and Filter panes, you can select and delete multiple data fields at one time. Using the CTRL key, select two or more data fields, right-mouse click, and then click Delete. |
Drill Down |
Opens the Drill Down dialog box, where you can create multiple drilldown links on a data field to external procedures or websites. |
Edit Format |
Opens the Field Format Options dialog box, where you can edit the field type and display options. |
Filter Values |
Opens the Filter dialog box for creating WHERE statements, which enable you to select only the data that you want and to exclude all unwanted data. |
Missing |
Allows you to show or hide fields with no value. |
Sort |
Provides access to the Sort, Rank, and Limit menus. The Sort menu allows you to sort your data either in ascending or descending order. The Limit menu allows you to specify the number of unique values displayed for a sort group that has been added. The Rank menu allows you to insert a rank column immediately to the left if a Sort By field is selected and adds a rank column to the left of the Sort By field if a Measure field is selected. Ranking a Measure field results in two copies of the field, the original Measure field and the Sort By field that is created during ranking. |
Sub Footer |
Opens the Sub Header & Sub Footer dialog box where you can edit and style your footers. |
Sub Header |
Opens the Sub Header & Sub Footer dialog box where you can edit and style your headers. |
Traffic Light Conditions |
Opens the Traffic Light Condition dialog box, where you can add new conditional styling or modify existing conditional styling by applying traffic light (and other) colors to a selected field in the report output when the field meets specified criteria. |
Visibility |
Provides a menu for controlling the visibility of the selected field. Clicking Hide removes the selected field from the report output. Clicking Show (default) displays the selected field in the report output. |
All of the shortcut menu options that are available in the Query and Filter panes are also available in the Field tab. For more information, see Field Tab.
Dynamic grouping allows you to create groups of elements based on the field data type that you select. For example, in the wf_retail_lite database, there are a number of brands of televisions. Using the dynamic grouping functionality, you can create groups based on the popularity of a particular brand. The first group might include top sellers such as LG and Sony. The second group might contain the remaining brands (Panasonic, GPX, Supersonic, Tivax, and Audiovox). This would allow you to group top sellers into one group, and the remaining brands into another group.
Note: The Create Group option is only available for dimension fields of non-numeric format or attribute.
You can also specify multiple, unique groupings in the same session. For example, you might want to group the data to indicate groups or products, or specific regions.
Note: If you want to exclude a specific data element from your analysis, you can use the filter functionality.
The grouping that you specify is applied and this new group then replaces the original field that you selected in the Query pane. The name that you specify when creating the group is reflected in the Query pane.
Note: You can edit the group once it has been created by right-clicking on the higher-level field and clicking Edit Group.
Note: You can use the dynamic grouping functionality on non-numeric dimension fields only.
Note: The Create Group option is also available in the Data pane shortcut menu.
The Create a Group dialog box displays.
Note: To ungroup values, click a group and then click Ungroup.
Your grouped data will display in the Data pane when your report, chart, or visualization refreshes, as shown in the following image.
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