Publishing Information with WebFOCUS 7.6.4 Copyright 2007, Information Builders. Slide 1 Brian Carter Technical Manager January 16, 2007.

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Presentation transcript:

Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 1 Brian Carter Technical Manager January 16, 2007

Abstract All companies have a need to create comprehensive, boardroom quality documents that deliver the overall state of the business. Annual or even monthly reports must contain scores of individual reports and graphs all compiled into a single distributable document. Creating these types of reports can be very difficult and time- consuming, presenting a major challenge to those responsible for this task. WebFOCUS can easily meet this challenge and help streamline the process of creating these large scale reports. The PDF Layout Painter has added many new features in the latest release allowing the delivery of advanced and stylish multi-page layouts. This session will show how you can combine, coordinate, and publish your reports with WebFOCUS! Copyright 2007, Information Builders. Slide 2

OVERVIEW Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 3

 Exposure and Dissemination of information  Compilation and presentation Copyright 2007, Information Builders. Slide 4 What is Report Publishing?

 Generation of “all-purpose” boardroom quality report booklets  View, print, and analyze  Automatically burst, print, and distribute  WYSIWYG - full scale precision layout Copyright 2007, Information Builders. Slide 5 Mission

 Consistent, dynamic output  HTML  viewing  PDF  printing  PowerPoint  presentations  Excel/Active Reports  analysis Copyright 2007, Information Builders. Slide 6 Functionality

Copyright 2007, Information Builders. Slide 7  Formatting: styling, vector graphics, free-form text with formatting  Viewing: tabs, bookmarks  Navigation: TOC, drill-down  Intelligent Bursting Functionality cont.

 Paint with live data  Page Master  Save and reuse pages  Printable TOC with navigation  Design and runtime positioning Latest Features 7.6.x

REAL WORLD APPLICATIONS Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 9

 Strategic Planning  Billing/Statements  Regulatory Reporting  Marketing Copyright 2007, Information Builders. Slide 10 Applications

 4 report “books” reviewed monthly by CEO and the Board  Printed and Projected versions  Updated minutes before the meeting  Reporting and Analysis process very carefully designed  Coordinated color schemes  Placement Petrobras

 Dashboard Application used for strategic planning  Use of Coordinated Compound reports  Dynamic output for viewing, printing, and analysis Copyright 2007, Information Builders. Slide 12 Bayer Material Science

 Distributes financial statements to roughly 20,000 users  200,000 Compound PDF Documents per month  Completely automated using WebFOCUS ReportCaster American Express

BEST PRACTICES Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 14

 Keys to successful “boardroom quality” reports  Colors  Fonts  Layout  Artwork Tip: “Less is More” Copyright 2007, Information Builders. Slide 15 Back to Basics

 Know your audience  Tell a story  Illustrate the data and add visual appeal  Allow the information to breathe  Sans-serif fonts such as Arial – no more than two  Consistency! Copyright 2007, Information Builders. Slide 16 Best Practices Check out the article in the Summer 2007 edition of the WF Newsletter!

DEMONSTRATION Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 17

FUTURE DIRECTION Publishing Information with WebFOCUS Copyright 2007, Information Builders. Slide 18

Copyright 2007, Information Builders. Slide 19  Mix and match burst and non-burst content  Component based creation of booklets  Mix and match from a library of reports and layouts  Embed documents into a template  Interactive PDF with Macromedia FLEX Future