Objectives

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

  • Create a variety of report format types, create a variety of charts, create complex conditions with prompts, create complex crosstabs, and apply formatting options, reporting functions, Input Controls,  and conditional formatting to crosstab blocks.

Topics

  • Using Templates/Turn  Into
  • Creating Vertical/Horizontal Blocks 
  • Creating Forms/Cross table Blocks
  • Creating Master/Detail Reports
  • Inserting Multiple Sections
  • Adding Summary Cells to Sections
  • Creating and Formatting Charts
  • Chart Types
  • Create Prompts
  • Setting Default Values For Prompts
  • Creating Multiple Filters
  • Using Ands/Ors /Using Brackets
  • Review of Block types
  • Creating Cross tables
  • Displaying Row and Column Headers
  • Advanced Cross tables
  • Applying Breaking, Ranking, Folding
  • Applying Sorting
  • Applying Filters at Block, Section and Report Level
  • Creating Sectioned Reports
  • Applying Conditional Formatting to Crosstabs 
  • Outlining in Cross Tables
  • Input Controls

Prerequisites

WA2411 WebIntelligence 4.x Basic Reporting

Audience

This course is designed for WebIntelligence users and/or anyone using WebIntelligence  Desktop Reporting.

Duration

1 Day

Outline for WebIntelligence 4.1 Intermediate Reporting

Reporting Options

  • Drag and Drop
  • Using Turn Into
  • Creating Cross tables
  • Creating Forms
  • Creating and Formatting Cross tables
  • Using Turn Into
  • Relative Positioning Blocks Creating Sectioned Reports
  • Section Formatting

Creating Charts 

  • Using Templates
  • Turn Into Charts
  • Using Assign Data
  • Using Properties Tab
  • Formatting Charts
  • Using New Chart styles
  • Color Formatting
  • Measure Values Orientation
  • Filtering On Dimensions
  • Changing Chart Variables

Creating Complex Conditions

  • Using Prompts
  • Setting Default Values For Prompts
  • Creating Filters Based On Cascading LOV
  • Creating Multiple Filters
  • Using Ands/Ors 
  • Using Brackets

Crosstabs Basic Formatting

  • Reviewing Blocks styles
  • Creating Cross tables
  • Drag and Drop
  • Turn Into
  • Using Assign Data
  • Pivoting Via Headers
  • Pivoting Via Structure Mode
  • Displaying Row and Column Headers
  • Removing/Replacing Headers
  • Displaying Multiple Objects in Headers
  • Effect of Adding Objects to the Query
  • Inserting/Removing Objects in Body of Block

Functions and Sectioned Reports

  • Advanced Breaking: 
  • Break and Formula
  • Break Properties
  • Advanced Ranking:
  • Ranked Variable with Break
  • Rank Properties
  • Sorting/Custom Sorting
  • Filtering on Headings
  • Report Filters Panel Using Input Controls Utilizing Object functions
  • Outlining
  • Inserting Sections
  • Creating Summary Cells
  • Adding Summary Cells to Sections
  • Saving Report to Local file formats

Conditional Formatting

  • What is Conditional Formatting
  • Creating Rules
  • Creating Conditions
  • Cell Format 
  • Text Format
  • Variable Format
  • Applying Conditional Formatting to Cross table Body/Headers
  • Editing and Reformatting Conditional Formatting
  • Applying Different Types of Conditional Formats