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

  • Understand what Rich Client is
  • How to Import and Export documents and In-Repository Editing of Documents
  • How to create Rich Client documents 
  • Formatting Reports
  • Using functions like Ranking, Breaking, Outlining, Sorting, Filtering and Input Controls
  • How to create queries using Personal Data files and Merging Data Providers
  • Creating and Using Web Services
  • Using Advanced Formatting Options


  • Desktop Reporting Overview
  • Introduction to Blocks
  • Logging In Online and Offline
  • Using Formatting options in reports
  • Using Reporting Functions
  • Using Rules and Conditional Formatting
  • Creating documents from personal data files
  • Creating documents using complex filters
  • Advanced Formatting Features


This course is designed for new users of Web Intelligence.


Basic Windows Skills


1 Day

Outline for WebIntelligence 4.1 Rich Client Reporting


  • WebIntelligence As a Tool
  • What Is WebIntelligence ?
  • WebIntelligence/Rich Client Reporting Differences
  • What Is a Universe?
  • WebIntelligence Users
  • Getting Started With WebIntelligence Rich Client
  • What is the BI Launchpad?
  • What Are Objects?
  • Introduction to Blocks
  • Logging In
  • 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
  • Sorting
  • Filtering
  • Calculations

Conditional Formatting

  • What is Conditional Formatting
  • Creating Rules
  • Creating Conditions
  • Applying Conditional Formatting  to Reports

Multiple Data Providers and Advanced Formatting

  • Adding Queries
  • Using Non-Universe Data Providers
  • Merging Dimensions
  • Creating Web Services
  • Hiding Cells, Blocks and Sections based on formulas