Presented By Trey Jordan Technical Account Manager Southern Area Guided Self-Service Presentation

Topics  What is a Guided Self-Service Application?  Run Application from Business Intelligence Dashboard  Create Guided Self-Service Application  Create baseline report (fex)  Create launch page (html)  Questions?

What is a Guided Self-Service Application?  Highly parameterized report template allowing the end user to quickly create a report displaying exactly the information they want in the format they want without needing to understand how to use a complex BI tool  Advantages  End User Customization  Simple, easy to use interface  Developer Efficiency  One guided self-service application can be used to create hundreds of customized reports

A Guided Self-Service Application Select Parameters in Launch Page and Submit Customized Report is Displayed

Run Application from Business Intelligence Dashboard  Managed Reporting  Controlled environment built by Administrators and Developers using Developer Studio and Web-based graphical tools to control user access and capabilities.  Users can access their authorized Reports in Managed Reporting through the Business Intelligence Dashboard (BID)  Select Parameters and Run Report  Save Selections and Run Report from Saved Parameter Reports folder in My Reports

Create Guided Self-Service Application  Developer Studio is a Windows-based suite of graphical tools to create:  Managed Reporting Applications  Web Applications  Reports  Charts  Documents  Extract files  Web Pages

Create Guided Self-Service Application  Create baseline report (fex)  Create New Procedure  Add By fields (vertical sort) and set variable  Add Across fields (horizontal sort) and set variable  Add Sum fields and set variable  Add custom title variable  Add Filters (Where statements) with variable  Add display output variable

Create Guided Self-Service Application  Create Launch Page (html)  Create New HTML document  Add Cascading Style Sheet  Add Page Title  Add Section Title  Add Group Box  Copy Section Title and Group Box to Create Other Sections and Resize  Add Submit button and Create Hyperlink to Baseline Report  Reposition Variable Controls  Add Save Selection Button  Save HTML file

Guided Self-Service YouTube Videos  Created by Scott Wanner, Technical Account Manger  Guided Ad Hoc Part 1   Guided Ad Hoc Part 2   You can also search YouTube for “Texas Stingray WebFOCUS” to find the videos.

Questions?