WebIntelligence 4.1 Rich Client Reporting Training

Course #:WA2414

WebIntelligence 4.1 Rich Client Reporting Training

This 1 day interactive class is designed for users or who have had some level of training or experience using the Web Intelligence thin client reporting tool.  Topics include an overview of the Web Intelligence Rich Client, logging In using Online and Offline modes, Using Personal Data files as data providers, creating new documents, using a variety of reporting functions, formatting reports, Using Web Services, using rules and conditional formatting and advanced formatting options. The course incorporates extensive hands on exercises to reinforce the learning process.


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 of WebIntelligence 4.1 Rich Client Reporting Training


  • 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
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.