WebFOCUS InfoAssist Demonstration

Create a New Custom Report and Save InfoAssist

Create new report from Dashboard

InfoAssist application themes match corporate look and feel. Customers can create their own application themes to brand the tool and ensure it matches the corporate look and feel.

Select “Build a Report” from the Getting Started options. Getting started options along with sample and tutorials get users up and running quickly with minimal training.

Select a data source. Access to all enterprise data sources.

Query Design Mode resembles Excel and Report Assist MS Office look and feel InfoAssist is designed to resemble the familiar Microsoft Office look and feel. The toolbar groups all of the necessary functions and makes them readily available. The “data buckets” in the Query Design Panel should look familiar to Excel users as well as WF users that have worked with WebFOCUS Report Assistant. Query Design Mode resembles Excel and Report Assist

Select “Options” to customize the tool.

Full breadth of customization options User can customize the tool to ensure their workflow is as efficient as possible. The majority of available functions and/or behaviors can be preset to avoid repetitive and unnecessary set up each time the tool is opened.

Multiple views of the data with business terms The data pane or “field list” can be displayed in three different views and the fields themselves can be displayed with field titles, descriptions, etc.

Various query viewing options The query pane can be shown in 2x2, 1x4, or in a tree view.

Double click or drag and drop to build query The tool makes assumptions based on field types so the user can easily drag and drop or double click to quickly build a report.

Run to view query output In Query Design, the query is run as needed so the user can see the output. Run to view query output

Also can use right click options to add fields Right click options are available as well for adding fields to the report.

Run query again to see output The query is run again to see the updates. Run query again to see output

Drag and drop Region into Filter bucket Filters and prompts can be created quickly with drag and drop or by clicking the Filter option on the toolbar. Drag and drop Region into Filter bucket

Numerous “fetch” options to build filter Numerous fetch options make it easy to build filters and prompts only accessing the data as much as necessary.

Filter on Eastern regions The side by side list boxes make it easy to see which values have been selected for the filter. Filter on Eastern regions

Filter is displayed. Run to see output. Filters are displayed in the filter bucket and can edited via a right click menu or by clicking the filter option on the toolbar. Filter is displayed. Run to see output.

Change to “New Tab” to save state and run a new instance of the query. Multiple output targets offer various ways to view the output. Selecting the “new tab” option allows the user to create a new instance of the query for each run. This allows working with multiple queries/reports in a single session for a quick workflow and easier analysis of the data.

Change the output format to “Active Report” and Run. Various output formats are available and can all be utilized within a single session of the tool.

Change to Excel format and run. HTML, Excel, PowerPoint, PDF, and Active Report output formats are all available.

Tiling options provide side by side analysis. Multiple output tabs can be tiled so different versions of the report can be viewed side by side for easy analysis.

Hide the resource pane to utilize full screen. Full screen options offer more screen real estate for better viewing and analysis.

Save the report.

Saving a Custom report. New instances of reports can be saved without leaving the tool.

Report shows up in Custom Reports folder. Saved reports can be edited and shared among other users.

One click to change report into a chart Reports can be turned into charts and vice versa with a single click inside of the tool. The chart or report will be created based on the current set of fields in the report.

Charts output to any format. Click PowerPoint and Run. All of the basic chart types are available and all of the chart properties are grouped and available in the toolbar. Charts can be output to any output format. In this case the chart was changed to a pie chart and output to PowerPoint with two clicks.

Create a New Standard Report from a Template InfoAssist

Open Template (Reporting Object) in InfoAssist Templates or Reporting Objects (WF terminology) can be set up and used to create new reports in InfoAssist.

Data source and fields already in place. The data source and all of the fields are preset and the user can quickly start to make their changes. Filters and other options can be preset in a template as well.

Make changes.

Run the report.

Click the Theme option to change the styling. InfoAssist offers a selection of styling themes that adds color coordinated styling to both reports and charts. Users can change the overall styling with a few clicks. Custom themes can be added to match any corporate look and feel.

Run to see the new styling theme.

Save the report.

Saves the report with a new name. Changes can be saved as a My Report.

New report is saved as a My Report.

Compose a document using the WYSIWYG “Live Preview” feature InfoAssist

Select “Compose a document” InfoAssist also allows the creation of “published” compound documents. This mode is currently used to show the Live Preview development feature, but Live Preview is also available for a single report mode as well.

Highlight fields and drag onto canvas. Preview updates automatically! Fields can be dragged and dropped onto the canvas and the preview is instantly updated.

Highlight any element of the report for editing. All of the elements of a report can be edited directly on the canvas. The user can select a column in the report and make changes via the toolbar or a right click menu.

Drag and drop Region to the left of Vehicle Type Drag and drop of columns allows visual and intuitive editing the report.

Region is moved and preview is updated.

Drag and drop fields to create a chart. Charts are also previewed on the canvas.

Live Preview of the chart is displayed. Reports and charts can be positioned as desired to create the layout.

Run the report to see the final PDF output. The final document can be output to any of the available report output formats including HTML, PDF, PowerPoint, Excel, and Active Reports!

Reporting Against Cubes Reporting: Running reports against cubes OLAP: Running OLAP reports against cubes InfoAssist: Ad hoc cube browsing & reporting Product Report Financial Report

Running reports against cubes InfoAssist

WebFOCUS Financial Report (Data Source: MS Cube)

Running OLAP reports against cubes InfoAssist

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 1 The browser window displays the product dimension with different levels to slice and dice the data

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 2 The browser window displays the report from the previous page with subcategory being added to it.

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 3 The browser window displays the report from the previous page with filter applied on the “Bikes” category.

WebFOCUS OLAP Browser (Data Source: MS Cube) Step 4 The browser window displays the report from the previous page with a drill down applied on “Mountain Bikes”.

Ad hoc cube browsing & reporting: Product Report InfoAssist

Ad hoc cube dimension browsing and data selection WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1A Ad hoc cube dimension browsing and data selection *InfoAssist has a slightly different skin applied in this example and some cube related options display when a cube is selected as a data source.

Run the report based on the selections from the previous page WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1B Run the report based on the selections from the previous page

Add subcategory to the report from the previous page WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 2A Add subcategory to the report from the previous page

Run the report with the added “Subcategory” WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 2B Run the report with the added “Subcategory”

Expand “Product” to display the members and add “Bikes” as a filter WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 3A Expand “Product” to display the members and add “Bikes” as a filter

Run the reportwith the “Bikes” filter WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 3A Run the reportwith the “Bikes” filter

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4A Expand the “Product” “Subcategory” attribute to display the members and add “Mountain Bikes” as a second filter

Run the report based on the selections from the previous page WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4B Run the report based on the selections from the previous page

WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4C Add another Subcategory member “Mountain Frames” and add Subtotal for subcategory

Run the report with the subtotals applied on the subcategory WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4D Run the report with the subtotals applied on the subcategory

Tile the various versions of your queries to compare results. WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4E Tile the various versions of your queries to compare results.

Ad hoc cube browsing & reporting: Financial Report InfoAssist

Select the “Accounts” Parent Child Hierarchy WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1 Select the “Accounts” Parent Child Hierarchy

Expend Members and then expand Balance Sheet WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 2 Expend Members and then expand Balance Sheet

Step 3 Add “”Assets” as a Visual Filter

Step 4 Open “Date” Dimension, expand “Members”, add “2004” as a filter and add “Calendar Quarter” as an across to compare quarterly assets

Step 5 Run the report based on the selections from the previous page

Step 6 Select the “Calendar Quarter” and then Row Totals from the ribbon to produce running totals accross all quarters

Step 7 Run the report with the running totals

Step 8 Generate the report in Excel, PowerPoint, PDF, Active Report, etc.