Objectives

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.

Topics

  • 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

Audience

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

Prerequisites

Basic Windows Skills.

Duration

1 Day

Outline for WebIntelligence 4.1 Basic Reporting

Overview

  • 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

Functions

  • 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