WebIntelligence 4.2 Basic & Intermediate Reporting

PT27404
Training Summary
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. 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 different block structures, using Turn Into, vertical, horizontal, forms and cross table reports, master/detail, complex conditions, charts, advanced cross tables, ranking, breaking, sorting, filtering, Input Controls, and conditional formatting with cross tables.
Prerequisites
Prior to taking this course, students should have basic Windows skills.
Duration
2 Days/Lecture & Lab
Audience
This course is designed for WebIntelligence users who create their own documents.
Course 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
  • Fonts
  • Colors
  • Justification
  • Grouping
  • Ranking
  • Breaking - Muli-level, Value Based, Auto-totals
  • Outlining
  • Sorting
  • Filtering
  • Calculations
  • What are Rules?
  • Conditional Formatting
  • Applying Conditional Formatting to Report blocks
  • Active Data Tracking
  • 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 Applying ::Conditional Formatting to Crosstabs
  • Outlining in Cross TablesOutlining
  • Input Controls – Document, Cascading

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