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INFO ASSIST REPORT WRITING AN INTRODUCTION TO USING AND BUILDING REPORTS USING INFOASSIST 1.

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Presentation on theme: "INFO ASSIST REPORT WRITING AN INTRODUCTION TO USING AND BUILDING REPORTS USING INFOASSIST 1."— Presentation transcript:

1 INFO ASSIST REPORT WRITING AN INTRODUCTION TO USING AND BUILDING REPORTS USING INFOASSIST 1

2 Course Outline Module 1: Most Important Part of Reporting Module 2: WebFOCUS Components Module 3: Introduction to INFO ASSIST Module 4: Using Filters Module 5: Using Prompts Module 6: JOINS Module 7: Using DEFINE and COMPUTE Module 8: Functions Module 9: Customizing and Styling a report Module 10: Creating an INFO MINI Application Module 11: Creating a Compound Document Module 12: Charting 2

3 Module 1 Know Your Data ODS Reporting View Meta Data Reports https://banneraux.appstate.edu:9013/metadata /ODS_index.html Dynamic Help on the Banner Form 3

4 Module 2 WebFOCUS Components 4

5 Module 3 Introduction to INFO ASSIST With INFO ASSIST you can quickly and easily 1. Create highly complex reports, charts and documents without IT intervention. 2. Complete building a report with minimal clicks. 3. Publish and Share documents 4. Convert Reports to Charts and Charts to Reports 5. Output report data in a variety of formats 5

6 Accessing INFO ASSIST test.appstate.edu:8080/ibi_apps/bid-login? 6

7 Login Screen 7

8 Business Intelligence Dashboard. 8

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15 Exercise 3.1 In this exercise you will create your first report using InfoAssist. 15

16 Sorting Sorting enables you to display the report information grouped in a particular order. This way information can be organized by rows or columns. InfoAssist Sorting options include: BY—for sorting rows ACROSS—for sorting columns. BY and ACROSS together—for creating a cross tabulation report. 16

17 Exercise 3.2 Sorting your report Page Headings and Footings Change a column heading 17

18 Exercise 3.3 Sorting Summing Across 18

19 Module 4: Using Filters Testing for NULL values Testing for a range of values Testing for certain values in a field. 19

20 3 Phases of Processing a Selection Phase 1 – Analyze and Parse the request. Phase 2 – Build the internal table a. Selection of real data b. Selection of virtual fields Phase 3 – Process the internal table 20

21 Masking in Filters Filters can accommodate the use of a masking character ($) accompanied by a wildcard (*) when performing a selection on part of an alpha numeric field. 21

22 Compound Filters The filter statement supports the use of compound nested conditions A single filter can be comprised of multiple values. 22

23 Numeric Field Selection Selection can be performed on numeric fields Minus sign and decimal point are allowed Don’t use a dollar sign or a comma Do not use LIKE or NOT LIKE Only a single value may be specified when using: > greater than >= greater than or equal < less than <= less than or equal 23

24 Exercises Module 4 Exercise 4.1 – create a simple filter Exercise 4.2 – Using masking in a filter Exercise 4.3 – Compound filters Exercise 4.4 – Numeric filters 24

25 Module 5 Using PROMPTS Dynamic Static Simple 25

26 Exercise 5.1 Creating Prompts 26

27 Module 6: JOINS A JOIN is a temporary virtual connection between two or more physical data sources that share at least one common field. 27

28 Types of JOINS Single Left Outer 28

29 29 SPRIDENSARADAP

30 30 SPRIDEN SARADAP

31 JOIN Exercises Exercise Single Inner JOIN Exercise 6.2 – Left Outer JOIN 31

32 Module 7: Using DEFINE and COMPUTE Virtual Field (DEFINE) Calculated Field (COMPUTE) 32

33 The DEFINE Tool This tool provides a graphical way in which temporary fields (DEFINES) can be created for use in reports. Located on the data tab in InfoAssist 33

34 34

35 Exercise 7.1 Create a DEFINE field 35

36 COMPUTE Evaluated at the report level after all data is retrieved, summed, and sorted. Created within the report itself and automatically listed as a column in the report. It CANNOT be used as a primary sort field. 36

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38 Exercise 7.2 Create a COMPUTE field 38

39 Module 8: FUNCTIONS 39

40 EDIT The EDIT Function is used to change the way a Fields values are displayed in a report. Used to extract characters from or add characters to an alpha field Syntax – EDIT(fieldname, ‘mask’) 40

41 HDATE Converts the format of a date time field to MDYY Syntax: HDATE(value, ‘MDYY’, outfield) 41

42 SUBSTR Extracts a substring from a character string by position. Syntax: SUBSTR(inlength, parent, start, end, sublength, outfield) 42

43 HGETC Stores the current date and time in a date- time field. Syntax: HGETC(length, outfield) 43

44 Functions Exercises Exercise 8.1 – An example of EDIT Exercise 8.2 – An example of HDATE Exercise 8.3 – An example of SUBSTR Exercise 8.4 – An example of HGETC 44

45 Module 9 Customizing and Styling Excel Output for Reports Styling Reports Using Custom Reporting Features Creating Customized Report Outputs 45

46 Excel Formats Available – Excel 2007 – Excel 2000 – Excel Formula – Excel Pivot 46

47 Styling a report Global Styling Style of Data and Column Fields Style Headings and Footings Style rows of data with alternating colors Apply traffic light conditional styling to data Increase or decrease amount of space inserted between rows and columns. 47

48 Custom Reporting Features Rank Limit the variables of a column in a report Add page and line breaks Add subtotals Add column totals Add row totals Add subheadings and subfootings Pop-Up titles Add data visualization 48

49 Customized Report Outputs Table of Contents Freeze Column titles in a report Create pages on Demand reports 49

50 Styling Exercises Exercise 9.1 – Excel outputs Exercise 9.2 – Styling, headings and footings. Exercise 9.3 – Rank, Line breaks, Pop-up Titles. Exercise 9.4 – Table of Contents, freezing columns, page on demand 50

51 Module 10 INFO MINI Built from an InfoAssist Report Contains a subset of InfoAssist Functionality that is available at runtime. 51

52 INFO MINI opens in it’s own browser window Almost like working in InfoAssist for the end user except for the following – Main menu not accessible – View, open and code buttons not available on the quick access tool bar – Status bar not accessible – Navigation taskbar not accessible 52

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55 Exercise 10.1 Create an INFO MINI application 55

56 Module 11 Compound Document Build a new Compound document. Open an existing Compound document. Generate a new Compound document from an existing single report. 56

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58 Exercises Module 11 Exercise Build a compound document from an existing report. 58

59 Module 12 Charting 59

60 Type of Charts Available BAR Charts PIE Charts LINE Charts AREA Charts XY PLOT Charts 3D Charts 60

61 Exercise 12.1 Create a Chart using InfoAssist. 61

62 THE END 62


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