WebIntelligence 4.1 Basic Reporting Training

Course #:TP2411

WebIntelligence 4.1 Basic Reporting Training

This class is a combination of instructor-led lecture, discussions, and demonstrations with a heavy emphasis on hands-on workshops to teach WebIntelligence. Topics include; creating new documents, formatting reports, applying reporting functions, and conditional formatting.


Upon completion of this course, the participant will be able to:

  • Work with the BI Launchpad, Build queries, work with filters, use the New Copy/Paste functionality, utilize the speedmenu, format reports, apply a variety of reporting functions, apply calculations, and use conditional formatting in reports.


  • WebIntelligence As A Tool
  • What Is WebIntelligence ?
  • What Is A Universe?
  • What Are Objects/Query?
  • Working in BI Launchpad
  • Understand BIWorkspace
  • Adding /Removing Objects
  • Adding/Removing Filters
  • Using Query/Report View
  • Saving Documents to Favorites
  • Saving to Local File Formats
  • Using Copy and Paste
  • Inserting, Duplicating, Deleting, Renaming Reports
  • Inserting/Removing Columns
  • Adding New Rows and Columns
  • Sizing Rows and Columns
  • Hiding Objects
  • Fonts
  • Colors
  • Justification
  • Grouping
  • Ranking
  • Breaking
  • Outlining
  • Sorting
  • Filtering
  • Calculations
  • What are Alerters
  • Conditional Formatting
  • Applying Conditional Formatting to Report blocks


This course is designed for WebIntelligence users who create their own documents and/or anyone using WebIntelligence Rich Client Reporting.


Basic Windows Skills.


1 Day

Outline of WebIntelligence 4.1 Basic Reporting Training


  • WebIntelligence As a Tool
  • What Is WebIntelligence ?
  • WebIntelligence/Desktop Reporting Differences
  • What Is a Universe?
  • WebIntelligence Users
  • Getting Started With WebIntelligence
  • What Are Objects?
  • Introduction to Blocks
  • Logging In
  • What is BI Launchpad
  • Viewing/Copying Folders
  • Copying Document and Hyperlinks
  • Customizing BI Workspaces

Creating New Documents  

  • What Is a Query?
  • Adding Objects
  • Adding Filters
  • Using Query View
  • Data Preview
  • Using Report View
  • Saving Documents To Favorites
  • Saving Documents To Local File Formats

Formatting Reports

  • Adding, Duplicating, Deleting, Renaming Reports
  • Using New Copy/Paste Functionality
  • Inserting / Removing / Moving Columns
  • Adding New Columns and Rows
  • Sizing Rows and Columns
  • Fonts, Colors, Etc
  • Hiding Objects
  • Justification


  • Ranking
  • Breaking
  • Outlining
  • Grouping
  • Sorting
  • Filtering
  • Calculations

Conditional Formatting

  • What is Conditional Formatting
  • Creating Rules
  • Creating Conditions
  • Applying Conditional Formatting  to Reports
  • Active Data Tracking
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.