WebIntelligence 4.x: Basic and Intermediate Reporting

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 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 taken the WebIntelligence 4.x Basic Reporting (1 Day) class and have basic Windows skills.

Duration

2 Days/Lecture & Lab

Audience

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

Topics

WebIntelligence as a Tool

• What is WebIntelligence?

• What is a Universe?

• What are Objects/Query?

• Working in BI Launchpad

• Understand BI Workspace

• 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

• Inserting Comments

• Hiding Objects

• Fonts

• Colors

• Justification

• Grouping

• Ranking

• Breaking

• Outlining

• Sorting

• Filtering

• Calculations

• What are Rules

• Conditional Formatting

• Applying Conditional Formatting to Report Blocks

• 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 / Saving Variants

• 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

• Applying Conditional Formatting to Crosstabs

• Outlining in Cross Tables

• Input Controls

• Implementing Input Controls at Report and Document Level