WebFOCUS BI Portal: S.I.M.P.L.E. as can be
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1. information Builders User Conference Se s Se e IIIZ OIT were 7 Better k Smarter Decisions WebFOCUS BI Portal S I M P L E as can be Default administrator Manage Content Resources More information Builders romen Builders A Profit DI Active Dashboard Widgets Themes E Output 2007 2008 2008 New Tab Region Price Cost Gross Profit Central 3 698 371 38 2 710 116 1 121 787 MidEast 1 606 212 93 1 176 257 511 451 NorthEast 2 742 169 88 2 004 134 776 462 NorthWest 2 697 702 40 1 989 233 723 311 SouthEast 2 439 939 46 1 784 586 693 721 SouthWest 661 025 17 481 921 196 853 West 2 163 612 21 1 582 456 628 654 Author Matthew Lerner Company Information Builders Presentation Abstract This hands on session will introduce attendees to the new WebFOCUS BI Portal We will cover the process of building a complete portal from scratch WebFOCUS BI Portl S I M P L E as can be Page 1 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e WII 2 011 a 7 Better k sense Decisions Table of Contents Introducing the WebFOCUS Business Intelligence Portal sese 3 Pant EE DO MER H POU HT 4 Hon AGS sox conics cea seateaact ceaecesausiacint ceaisecenaeesesit cease ceases ssairt cenuecenas E suas 5 POT TTT 7 PACU TAS OO AG TT 9 VAG L Cader tases oad ven teae ds catseoussesetanet E E A 10 IT T e AA AEE N E E E S E E A A 11 Customize the Retail POMta lc sucsco2. 5 27 2011 Copyright 2011 Information Builders OAOA User Conference e ee 5 s 2011 wee 7 Better Data Smarter Decisions Profit Page Default administrator Manage Content Resources More ls ag Sn EN Home DI Active Dashboard Widgets _ Themes E Eal Annual Reports t EX E Charts 2010 E X 2007 New Tab E a Year 4M 2007 Region Price Cost Gross Profit Central 3 488 826 20 2 564 239 1 013 761 MidEast 1 418 313 36 1 043 429 443 766 NorthEast 2 556 157 53 1 871 971 741 516 NorthWest 2 255 005 11 1 653 834 639 273 SouthEast 2 235 128 00 1 640 719 720 042 SouthWest 539 750 46 392 196 134 174 West 2 021 374 50 1 486 126 552 739 2008 2009 2010 New Area L Advanced Reports MAGO Prompt Infomini New Tab Year 2007 2008 2009 Run Reset Clear Output a S R I T oes The profit page is a free form page with three panels 1 Annual Reports This is an accordion style container Each pane in the container displays the Price Cost and Gross Profit by Region for a single year 2 Charts 2010 This is a tabbed container The first tab contains an area chart showing Price vs Cost by Region The second is a bar chart showing Price Cost and Gross Profit by Region Notice how the chart is not sized properly for the panel In the production release of WebFOCUS 8 charts will be able to automatically scale to the panel size WebFOCUS BI Portl S I M P L E as can be
3. Portl S I M P L E as can be Page 34 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e GR 7 OTT e 7 Better k am Decisions c Ruby d Silver e Slate Note Do not create a new tab after adding Slate 10 Save Set the starting page By default when a user runs the portal it will start on the last page the designer was on when they clicked save Do the following to make that page the Home page 1 Switch to the Home page by clicking on Home in the navigation menu 2 Save Exit the Designer We are now done building our portal Do the following to return to the Welcome page 1 Click the BIP logo at the top left 2 Click Exit N v J New Portal j Open Portal Save tive Dashboard Run Your Portal Now we can go ahead and run our portal 1 Click on Retail2 in the Portal tree to launch it 2 Explore your portal just as we did the Retail portal in Chapter 4 WebFOCUS BI Portl S I M P L E as can be Page 35 of 35 5 27 2011 Copyright 2011 Information Builders
4. Size amp position the panel as follows a Width 1024px b Height 650px c Top Opx d Left Opx 6 Save WebFOCUS BI Portl S I M P L E as can be Page 30 of 35 5 27 2011 Copyright 2011 Information Builders ledas STs Se User Conference e 6 VMIT AONE Better k m Decisions Widgets Page In this section we will build the Widgets page shown in the following image See Part 1 fora Information Builders description of the page Default administrator Manage Content Resources More PN Home Profit ES Add a Widget C Active Dashboard l E 0x To add a widget right click on the page and choose Manage Contents Then choose a widget to add FIGURE 2 WIDGETS PAGE Page Properties Again we must create the page and then we can set the properties L 2 Insert a new page using the Page option on the Insert tab Name the page Widgets 3 Set the page layout to Two Columns Content Now we will add and configure the content 1 If the Resource tree is not visible bring it up by either hitting F8 or using the WebFOCUS Resources option on the Insert tab 2 Drag in all four Annual reports 2007 2008 2009 amp 2010 placing two in each column As a shortcut you can find them all under the Recents section of the Resource Tree 3 Insert a Tabbed or Accordion container 4 Name it Charts 5 Add both of the 2010 Charts Area Price vs Cost amp Bar 6 Hide al
5. building dashboards which are much smaller than portals The new BI Portal is about being able to build complete modern websites That means you are no longer restricted to a single level of navigation you can have as many levels as you want No longer is your content static Instead the end user experiences the drag and drop behavior they have come to love in popular online portals This is a key point as they do not have to learn anything new It is Information Builder s belief that people should get the same great experiences they use every day for reading news email etc while at work This results in zero training and a high usage rate Not only have we made the end user experience much more delightful we have made it so much easier to build WebFOCUS BI Portal uses the same familiar ribbon interface found in WebFOCUS InfoAssist Building a portal is just a matter of a few clicks and drags Anyone who can build a report using InfoAssist can design a beautiful portal without any knowledge of web design WebFOCUS BI Portl S I M P L E as can be Page 3 of 35 5 27 2011 Copyright 2011 Information Builders LLAID Te SES User Conference e s te e VDOT oe e Better k Smarter Decisions Part 1 Explore the Retail Portal WebFOCUS comes with a sample portal named Retail In the first section of this lab we will explore the prebuilt portal 1 Launch it by clicking on it in the WebFOCUS Portals tree on the Welcome page show
6. f n vo Display Powered 5 Retail2 Le I Published gian z Alignment Center Frame E Information Builders logo Retail gt 2 Set width to 50 3 Set alignment to Left 4 Set width back to 100 Explanation of other Portal Properties e Name The text entry box all the way at the left is the name of the portal that appears in the Portal Tree e Security Button Launches the security dialog on the Portal level e Portal Icon You can change the icon used in the Portal tree to represent the portal by clicking on the image preview or the Change Image button and selecting a new 16x16 image e Frame Color When width is not 100 the remaining area the frame is filled with this color e Description A detailed description of the portal which can be used to search for the portal e Display Powered By Information Builders logo Unchecking this option will remove the Powered By Information Builders logo from the top banner WebFOCUS BI Portl S I M P L E as can be Page 18 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference e N 6 6 V211 a e Better aiy Smarter Decisions Top Banner Configuring banners in WebFOCUS BI Portal is really simple Let s try resizing the banner 1 Click inside the top banner 2 Inthe banner properties panel set the size to 20px 3 Set back to 75px Top Height 75 DN F collapsible Hide when Collapsed St
7. single tabbed container In each of the six tabs is an image showing one of the portal themes that will ship with WebFOCUS 8 Each of these themes corresponds to an existing InfoAssist theme Like the Active Dashboard page the title bar has been hidden Click on Emerald to see the Emerald theme Click on Graphite to see the Graphite theme Click on Ruby to see the Ruby theme Click on Silver to see the Silver theme AE 2 E Click on Slate to see the Slate theme WebFOCUS BI Portl S I M P L E as can be Page 11 of 35 5 27 2011 Copyright 2011 Information Builders Jien Oaie S User Conference 5 e s e UL 7 OTT a e Better k Smarter Decisions Customize the Retail Portal When you run a portal everything you do such as hiding panels adding new panels etc are saved as a customization The next time you launch the portal you will see that those actions are remembered Let s see how easy it is to add a new page 1 Click the new page icon E at the end of the navigation next to the Themes page Doing so results in a new page just like clicking the new tab icon in a web browser creates a new tab 2 Right click on the page tab and choose Rename Information Builders e Home Profit Gu Active Dashboard Widgets Themes Rago Rename Move Left Moye Right Delete Duplicate New Page Hew Sub Page Z DS xo elz Manage content 3 Name the page My Page 4 Brin
8. to use anew window every time or a window name of your choice e Panel Appears only when Run Location is Panel Let s you choose between new panels existing panels or even specific content areas in existing panels The third option matters when the container is an accordion or tabbed container Let s continue adding content Click on the title bar Set title to Resources Click Change Image Select resources png OO NH U Click the title bar again to get to the main panel properties 10 Set height to 600px Panel Behaviors l lt Close Hide l lt Collapse Appearance T ide Panel Resources Height 600 px Ie Move If Refresh Hide Title Bar V Resize Retail gt Pages gt Home gt Column i Resources Explanation of other Resource Tree properties e Title The text entry box all the way on the left is the title It can be set here in addition to the title bar properties e Delete Deletes the container e Behaviors Default is checked for all o Close Hide Allows the user to close X or hide the panel Unchecking it removes the X from the title bar WebFOCUS BI Portl S I M P L E as can be Page 23 of 35 5 27 2011 Copyright 2011 Information Builders 2011 e Better paer Smarter Decisions Move Allows the user to reposition the panel Resize When checked the user can resize the container both with the mouse and with the restore and maximize icons on the title bar Unchecking it r
9. 37 842 98 2 075 143 NorthWest 2 506 226 98 1 836 263 1 000 091 427 418 819 100 650 135 4 Close the Manage Content panel 5 Click the X on the Add a Widget panel to hide the instructions a Click OK when prompted to hide the panel 6 Drag a panel from column 1 to column 2 WebFOCUS BI Portl S I M P L E as can be Page 10 of 35 5 27 2011 Copyright 2011 Information Builders IGT ST S e S User Conference e d s s ZOI e P Better k Smarter Decisions Themes Page Default administrator Manage Content Resources More Information Builders LAR S Builders EN Home Profit DBI Active Dashboard Widgets Admin Settings Tools Recent Favorites Views Utilities Help Logo Google Maps Nashvile Flex Map 8 Active DB Dashboard Interactive Elenis augiam irilla am gt Dunt lut venis nullutpatio KE e pD an Ret ee eae ray Aliquat wiese do pm ANduat wisse do Elenis augiam irilla am l oOo o oo toor sustineti enis augam it am SPR Aliquat wisse do S Ount iut venis nufiutpatio olor sustinciiis ENGL Elenisaugiam y17XKE AUTO nala w w XJ12L AUTO JENSEN INTERCEPTOR III TRIUMPH TR FRANCE PEUGEOT 504 4 DOOR a ITALY ALFA ROMEO 2000 4 DOOR BERLINA f 2000 GT VELOCE 2000 SPIDER VELOCE MASERATI DORA 2 DOOR JAPAN DATSUN B210 2 DOOR AUTO TOYOTA COROLLA 4 DOOR DIX AUTO ENGLAND ITALY W GERMANY COUNTRY E SALES E DEALER_COST W RETAIL_COST The themes page contains a
10. 9 914 18 864 192 353 456 Video Productior 671 813 93 493 340 205 233 Stereo Systems Televisions Video Players Video Production Stereo Systems 1 797 955 20 0 473 791 Televisions 5 635 370 04 0 1 689 211 Video Players 2 246 085 02 0 622 224 Video Productior 1 271 166 14 934 910 401 466 Stereo Systems 1 546 555 08 0 395 481 Televisions Ree 023 77 0 1 415 313 Page Properties Again we must create the page and then we can set the properties WebFOCUS BI Portl S I M P L E as can be Page 29 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IIZ O1 7 7 Better k sense Decisions 1 Insert a new page using the Page option on the Insert tab 2 Name the page Active Dashboard 3 Turn on the Page Icon 4 Change the Page Icon to active_technologies png Content Now we will add and configure the content 1 Explore the Resource Tree to the Repository gt Retail gt Profit gt Advanced folder 2 Drag the Active Dashboard onto the page Notice that we did not need to create a panel first If you just want a single content Panel you can drag the resource directly onto the page 3 Select the Panel itself After adding the Active Dasbhoard the content area became the selected object Either click the title bar twice or use the breadcrumb trail 4 In the Appearance section of the Properties panel check the Hide Title Bar option 5
11. D BE Sum Tears Price Cost Gross Profit BY Category Product ee Y l l S 18000000 Region C3 Category 3 Price 3 Cost 3 Gross Profit vi 16000000 NorthEast Stereo Systems 1 797 955 20 473 791 14000000 Televisions 635 370 04 12000000 Video Players 2 246 085 02 3 10000000 Video Productior 1 271 166 14 934 910 S000000 Stereo Systems 944 400 00 626 488 246 001 itini ae i 4000000 Televisions 3 176 736 32 0 1 008 781 pe H gum P aoe pias Video Players 1 239 914 18 864 192 353 456 Video Productior 671 813 93 493 340 205 233 Stereo Systems Televisions Video Players Video Production Stereo Systems 2 282 290 64 U 595 745 Televisions 7 545 878 94 0 2 383 114 Video Players 2 903 746 21 0 780 647 Video Productior 1 704 103 64 0 435 225 The Active Dashboard page contains a single Active Dashboard creating using WebFOCUS InfoAssist The report and chart in the Active Dashboard can be filtered by the user without going back to the Reporting Server Since this page only has a single piece of content the panel s title bar has been hidden In the Region box select Central and MidEast In Product select Stereo Systems and Television On the chart hit the line icon ad to display a line chart i x 5 On the chart hit the Chart Rollup tool icon tool to display the Chart Rollup 5 Explore the different chart types and select one such as the Multi Series Bar 2D WebFOCUS BI Portl S I
12. M P L E as can be Page 9 of 35 5 27 2011 Copyright 2011 Information Builders Jien eTil sioe S User Conference e i e s E a C4 L ZOL wr e Better k Smarter Decisions Widgets Page Default administrator Manage Content Resources More information Builders LRR ty Builders EN Home Z Proft IBI Active Dashboard Widgets Themes E Add a Widget tr D X To add a widget right click on the page and choose Manage Contents Then choose a widget to add The Widgets page is a 2 column page designed to show how a Portal designer can create content for end users to add to a page It starts blank with some instructions on how to add a widget Right click on the page and choose Manage Content Select 2007 2010 and 2010 Charts Click Restore At this point your page will look like the following image Bane Profs Ei Actve Dashboard Add a Widget Powenee oF Themes oes 206 charts To add amp widget right cick on the page and choose Manage Contents Then choose a widget to add Bar E2007 Year 2007 Central 3 488 826 20 2 564 239 MidEast 1 418 313 36 1 043 429 NorthEast 2 556 157 53 1 871 971 NorthWest 2 255 005 11 1 653 834 SouthEast 2 235 128 00 1 640 719 SouthWest 539 750 46 392 196 West 2 021 374 50 1 486 126 1 013 761 443 766 741 516 639 273 720 042 134 174 552 739 N R R Year Central MidEast NorthEast 3 689 982 89 2 706 223 1 520 725 26 1 114 968 2 8
13. Manage Content Resources More Information Builders ramets 21 EN Home Profit C0 Active Dashboard Widgets Admin Settings Tools Recent Favori tes Views Utilities Help Logo Google Maps Nashvile p B Active DB Dashboard Interactive Elenis augiam irilla am K Dunt lut venis nullutpatio S Elenis augiam P asn es a nig weed Aliquat wisse do T Elenis augiam irilla am Lolor sustincilis Elenis augiam irilla am ae Aliquat wissedo punt jut venis ENGL Elenisaugiam y172XKE AUTO XJ12L AUTO JENSEN INTERCEPTOR III TRIUMPH TR7 FRANCE PEUGEOT 504 4 DOOR 7 ITALY ALFA ROMEO 2000 4 DOOR BERLINA 1 2000 GT VELOCE 2000 SPIDER VELOCE MASERATI DORA 2 DOOR JAPAN DATSUN B210 2 DOOR AUTO TOYOTA COROLLA 4 DOOR DIX AUTO ENGLAND ITALY W GERMANY COUNTRY R SALES E DEALER_COST E RETAIL COST Page Properties Again we must create the page and then we can set the properties 1 Insert a new page using the Page option on the Insert tab 2 Name the page Themes Content Now we will add and configure the content 1 Insert a Tabbed Container 2 Hide the title bar 3 Size amp position the panel as follows a Width 1024px b Height 650px c Top Opx d Left Opx WebFOCUS BI Portl S I M P L E as can be Page 33 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference e N 6 6 M2011 7 7 e Better iy Smarter Decisions 4 Ift
14. PFOMBE Infomini New Tab Year 2007 2008 2009 aa Run Reset Clear Output P Run in a new window Let s start creating the Profit page Page Properties This time we must create the page and then we can set the properties 1 Insert a new page using the Page option on the Insert tab 2 Name the page Profit 3 Turn on the Page Icon 4 Change the Page Icon to profit png Content WebFOCUS BI Portl S I M P L E as can be Page 27 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IIZ O1 7 7 Better k sense Decisions Now we will add and configure the content S ee A 10 11 12 13 14 15 16 17 18 19 Insert an Accordion container Name the container Annual Reports Click the resources option Drag 2007 from the Annual Reports folder Click New Area at the bottom of the panel Scroll down if needed Add reports 2008 2010 in new areas Note Do not create a new area after adding 2010 Insert a Tabbed container Name it Charts 2010 Explore the Resource Tree to the Repository gt Retail gt Profit gt 2010 Charts folder Drag in Area Price vs Cost Click New Tab on the tab bar Drag in Bar from the 2010 Charts folder Insert a Tabbed container Name it Advanced Reports Explore the Resource Tree to the Repository gt Retail gt Profit gt Advanced folder Drag in Auto Prompt Hit New Tab Drag in InfoMini from the Advanced Folder
15. Page 7 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IIZ O1 7 7 Better paas Se Decisions 3 Advanced Reports This is another tabbed container It contains Auto Prompt and InfoMini versions of the Annual Report The auto prompt version lets you choose one or more years while the InfoMini version lets you use Slicers to filter on a variety of dimensions 1 In the Annual Reports panel click 2008 to display the 2008 report By default the 2008 report will not run until you access it In the Charts 2010 panel click Bar to see the bar chart In the Advanced Reports panel choose 2007 and 2008 and click Run This will show you the annual report for both 2007 and 2008 4 Inthe Advanced Reports panel click the InfoMini tab to see the InfoMini report a Click Format b Change Output Type to Active Report c Click Slicers Tab d Set Year to 2009 and 2010 e Click Run WebFOCUS BI Portl S I M P L E as can be Page 8 of 35 5 27 2011 Copyright 2011 Information Builders JUS ST STs SET User Conference Se e s WIZ OIT rr Better k Smarter Decisions Active Dashboard Page 4 Default administrator Manage Content Resources More Information man Information Builders PY Home Profit DIST Widgets Themes ld Region Product Pofit gt tau I raun a fA v LJ Stereo Systems L Televisions 12 of 12 records Page 1 of 1 SH
16. Size amp position the panels as follows a Annual Reports Top Left i Top 5px ii Left 5px iii Leave Width and Height at 400px b Charts 2010 Top Right i Width 600px ii Height 400px ii Top 5px v Left 415px WebFOCUS BI Portl S I M P L E as can be Page 28 of 35 5 27 2011 Copyright 2011 Information Builders OLAT Z User Conference e ee 5 s MIME 2O11 wee a Better k Smarter Decisions c Advanced Bottom span i Width 1015px ii Height 600px iii Top 415px iv Left 5px 20 Save Active Dashboard Page In this section we will build the Active Dashboard page shown in the following image See Part for a description of the page Default administrator Manage Content Resources More eie POWERED BY Haers Information Ea Home Profit Gu ActiveDashboard Region Product Pofit gt alt O ay maw s Central C Stereo Systems MidEast L Televisions hlastbE net PH oe ere ru H 28 of 28 records Page 1 of 1 Price Cost Gross Profit BY Category Product Product Category y Price 3 Cost Gross Profit 132000000 Stereo Systems 2 282 290 64 595 745 28000000 Televisions 7 545 878 94 2 383 114 24000000 Video Players 2 903 746 21 780 647 20000000 Video Productior 1 704 103 64 435 225 tii 12000000 Stereo Systems 944 400 00 z 246 001 8000000 Televisions 3 176 736 32 0 1 008 781 BIT P aa N ae Video Players 1 23
17. dress must end with the same string as the Name In the future it may be possible to have a different address than name e Security Checking Give others access will launch the security dialog immediately upon portal creation This will allow you to set the audience and additional designers for the portal Portal Level Settings Before building a page we will setup portal level items We will take a look at each option in the Portal group of the Layout tab Banners A banner is an area that is visible no matter what page you are in in the portal You can choose to have no banners or any combination of top bottom left and right 1 Click the banners button zi o Y 2 Turn on each of the four banners Banner Menu Bar Theme 3 Scroll if needed to see the bottom banner 4 Turn off all but top banner Choose Banner Areas x Navigation As pictured you can choose between None No navigation Top Left amp Right WebFOCUS BI Portl S I M P L E as can be Page 15 of 35 5 27 2011 Copyright 2011 Information Builders V V 2011 Click the navigation button Set to None Click the navigation button Set to Left Click the navigation button Set to Right Click the navigation button Set to Top a a eS Menu Bar These are the links found at the top right of the top banner by default as shown The Menu bar button lets you use a visual interface to change the location of the links You can choo
18. emoves the restore and maximize icons o Collapse Allows you to collapse the panel to just the title bar Unchecking it removes the minimize icon from the title bar o Refresh Allows the user to refresh the content in the panel Unchecking it removes the refresh icon from the title bar e Appearance Default is unchecked for all o Hide Panel When checked the panel starts hidden To make it visible at run time use the Manage Content option available as a right click on the page and as an optional item in the Menu Bar o Hide Title Bar When checked the title bar is removed from the panel This option is useful when you are placing a single panel on a page Let s continue adding content 11 Click into the 2nd column 12 Insert a Tabbed container 13 Set title to Output 14 Set height to 600px Note The properties at the panel level for a Tabbed or Accordion container are the same as the regular Panel with the addition of an area box at the end that lets you add rename remove and reorder areas in the container 15 Select the title bar 16 Remove the icon by unchecking Panel Icons 17 Click the Resources icon to launch resource tree 18 Explore the Resource Tree to the Repository gt Retail gt Profit gt Annual Reports folder 19 Drag report 2007 into the tabbed container WebFOCUS BI Portl S I M P L E as can be Page 24 of 35 5 27 2011 Copyright 2011 Information Builders TT d Better k Smart
19. er Decisions Default administrator Manage Content Resources More Resource Tree F8 H x Fawene oy _ T Filter othe J Repository El F Retail H say Output y Ox Images A Profit 2007 New Tab Lj 2010 Charts Annual Reports 3 2007 l Cost Gross Profit 2008 3 2009 1 Central 3 488 826 20 2 564 239 1 013 761 2010 MidEast 1 418 313 36 1 043 429 443 766 Y Favorites NorthEast 2 556 157 53 1 871 971 741 516 i Recents l NorthWest 2 255 005 11 1 653 834 639 273 Y 22 Reporting Servers SouthEast 2 235 128 00 1 640 719 720 042 Hi Portals SouthWest 539 750 46 392 196 5134 174 i West 2 021 374 50 1 486 126 552 739 S 20 Select column 1 by either clicking above the Resources Panel or using the breadcrumb trail 21 Set width to 250px alate Container Padding Same for All Width 250 r px w Top 10 DX w Left 10 DX Bottom 0 DK Right 10 PX minn Retail gt Pages gt Home gt Column i gt Explanation of other Column properties e Container Padding Allows you to set padding empty space on all sides of a container WebFOCUS BI Portl S I M P L E as can be Page 25 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference eve Te e VND OTT e oe Better k S Decisions All of the content on the page is now added Let s make a few final tweaks 22 23 24 25 26 Select
20. erbadlepseq RESANDE Retail gt Banners Top The style tab can be used to change additional properties such as the background image WebFOCUS BI Portl S I M P L E as can be Page 19 of 35 5 27 2011 Copyright 2011 Information Builders Illa Enes S User Conference e e e 2 IZ OTT were o Better k Smarter Decisions Home Page In this section we will build the Home page shown in the following image See Part 1 for a description of the page Default administrator Manage Content Resources More Information Powents ey Builders Information Builders m Resources t O x Output 4 O x J Repository 2007 New Tab Gj Retail YY Favorites Year 9 Recents 2007 dl Portals Region Price Cost Gross Profit Central 3 488 826 20 2 564 239 1 013 761 MidEast 1 418 313 36 1 043 429 443 766 NorthEast 2 556 157 53 1 871 971 741 516 NorthWest 2 255 005 11 1 653 834 639 273 SouthEast 2 235 128 00 1 640 719 720 042 SouthWest 539 750 46 392 196 134 174 West 2 021 374 50 1 486 126 552 739 FIGURE 1 HOME PAGE Let s start creating the Home page Page Properties First we will set the page properties Click on the page Go to page properties Type Home AR Check Page Icon Notice The generic icon appears WebFOCUS BI Portl S I M P L E as can be Page 20 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IIZ 011 a 7 Better pa
21. g up the Resource tree by clicking Resources in the Menu Bar 5 Drag a report or two onto the page from the Recents section of the tree Now you have a page that you created yourself with the content you want to see WebFOCUS BI Portl S I M P L E as can be Page 12 of 35 5 27 2011 Copyright 2011 Information Builders Information BJU Ife SES User Conference E 7 e e 9011 P e Better Data Smarter Decisions Default administrator Manage Content Resources More information Builders SER A Home Profit Active Dashboard Widgets Themes SMyPage E E 2007 gt x 55 2008 4 Ox Year Year 2007 2008 Region Price Cost Gross Profit Region Price Cost Gross Profit Central 3 488 826 20 2 564 239 1 013 761 Central 3 558 838 96 2 606 766 1 059 092 MidEast 1 418 313 36 1 043 429 443 766 MidEast 1 487 612 88 1 086 332 430 836 NorthEast 2 556 157 53 1 871 971 741 516 NorthEast 2 814 406 01 2 058 502 849 614 NorthWest 2 255 005 11 1 653 834 639 273 NorthWest 2 388 666 37 1 749 091 622 132 SouthEast 2 235 128 00 1 640 719 720 042 SouthEast 2 540 807 82 1 867 873 739 509 SouthWest 539 750 46 392 196 134 174 SouthWest 587 156 36 429 130 199 406 West 2 021 374 50 1 486 126 552 739 West 2 198 185 38 1 611 583 597 508 WebFOCUS BI Portl S I M P L E as can be Page 13 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IIZ O1 7 7 Better k eee Dec
22. he Resource tree is not open click the resources in the content area 5 Explore the Resource Tree to the Repository gt Retail gt Images gt Themes folder 6 Drag in Azure 7 Set Location to Top Middle This is done using a visual menu similar to the Menu Bar location YL AUTO Select Image Location i JENSEN INTERCEPTOR III pa TRIUMPH TR7 D D FRANCE PEUGEOT 504 4 DOOR ITALY ALFA ROMEO 2000 4 DOOR BERLINA E T of 2000 GT VELOCE 2000 SPIDER VELOCE Ed ed ed Image Width Default px lt ia RD Tab 11 gt H Height Default px w Location Left Retail Pages Themes Panel 1 gt Tap 1 1 Explanation of other Image properties e D The text entry box all the way on the left is the content area id It has a default value but can be changed to a friendly name This is used as a target location for resource trees as well as in a WebFOCUS drilldown e Change Image Click this button to replace the image with a different image e Lock Icon Click to toggle on off the constrain proportions feature When on adjusting the width adjusts the height proportionately and vice versa e Width Height Sets the width height in pixels or percentage e Margins Allows you to fine tune the location you picked by setting a top and or left margin in pixels or percentage Let s now add the rest of the images 8 Click New Tab 9 Repeat steps 6 9 for a Emerald b Graphite WebFOCUS BI
23. ins the new WebFOCUS 8 Resource tree This replaces the Repository tree found in WebFOCUS 77x and earlier The right side has a tabbed container titled Output The 2007 profit report is displayed by default Any reports run from the Resource Tree will appear as a new tab in the Output panel 1 Browse the Repository section of the Resource tree a Expand Retail WebFOCUS BI Portl S I M P L E as canbe Page 5 of 35 5 27 2011 Copyright 2011 Information Builders information Builders User Conference Se e s WIZ OIT wre 7 Better Data omen Decisions b Expand Profit c Expand Annual Reports Notice how the repository contains sub folders and is not restricted to the special folders found in prior releases of WebFOCUS 2 Run the 2008 report 3 Run the 2009 report You will now have 2 additional tabs in the Output panel as shown in the following image Default administrator Manage Content Resources More information Builders LRR M Profit active Dashboard Widgets Themes fa Output 2007 2008 M2009 New Tab Year 2009 Region Price Cost Gross Profit Central 3 698 371 38 2 710 116 1 121 787 MidEast 1 606 212 93 1 176 257 511 451 NorthEast 2 742 169 88 2 004 134 776 462 NorthWest 2 697 702 40 1 989 233 723 311 SouthEast 2 439 939 46 1 784 586 693 721 SouthWest 661 025 17 481 921 196 853 a Portals est 2 163 612 21 1 582 456 628 654 WebFOCUS BI Portl S I M P L E as can be Page 6 of 35
24. isions Part 2 Create the Retail Portal In this section of the lab you will build the Retail portal you just explored You will not be building any of the content just assembling the pages All reports charts and documents were created using InfoAssist with features that are available in the production release For more information on these features see the WebFOCUS InfoAssist User s Manual online at http documentation informationbuilders com masterindex html html_wf_7702 w f77infoassist index htm To begin you must be back on the Welcome page To exit the portal you were exploring do the following 1 Locate the Menu Bar at the top right 2 Click More 3 Click Close Create a New Portal 1 Right click on the Portals Node ele 2 Choose New Portal H Portals l Reta Mew Porta 3 Name your portal Retail2 E o Mame Retail2 Address http biportal 8080 ibi_apps bip portal p etail2 Security T Give others access wf OK G Cancel The New Portal dialog allows you to enter 3 pieces of information They are e Name This is how the portal will be displayed in the Portal Tree WebFOCUS BI Portl S I M P L E as can be Page 14 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference eve Te e IAI Z 0O11 amp 0 7 Better pay Smarter Decisions e Address This is a direct access URL that your users can use to skip the Welcome screen o Currently the Ad
25. l of the newly created panels This can be done by either clicking on the X on each panel or using the Hide Panel option in the panel s properties WebFOCUS BI Portl S I M P L E as can be Page 31 of 35 5 27 2011 Copyright 2011 Information Builders Tissue ZT Se User Conference s e e IAI Z 01 a 7 Better k senses Decisions Note The first time you try and hide a panel you will get a warning message and instructions on how to bring a panel back Check the Do not show this message again option and then click OK 7 Insert a panel 8 Name it Add a Widget 9 Click the text icon in the new panel 10 Type the following text To add a widget right click on the page and choose Manage Contents Then choose a widget to add 11 Set the panel height to 100px Notice that Width Top and Left are not options Width is controlled by the columns width Top is controlled by the height of any panels above and the column padding settings Left is controlled by the width of any prior columns and the containing columns padding settings 12 Save WebFOCUS BI Portl S I M P L E as can be Page 32 of 35 5 27 2011 Copyright 2011 Information Builders IGT isT Te SES User Conference e i e e WAM 2ZOTT rer ot Better k Smarter Decisions Themes Page In this section we will build the Themes page shown in the following image See Part 1 for a description of the page Default administrator
26. lor to Navy WebFOCUS BI Portl S I M P L E as can be Page 21 of 35 5 27 2011 Copyright 2011 Information Builders eldarien Se User Conference e e L i L ie MAME Z Cl oe os Better aiy Smarter Decisions Content Now we will add and configure the content 1 Switch to the insert tab 2 Insert a Panel laper D x ATni 3 Select Resource Tree by clicking the Resource Tree icon T on the blank panel 4 Removing the Reporting Server node from the tree by unchecking the Reporting Server option in the properties panel Resource Tree m Repository E Reporting Server m ReportCaster Run Location Window Panel 1 7 Window New Window IZ Favorites M Recent Items we Library RetailZ Pages Home gt Column i Panel 1 gt Paneli 1 WebFOCUS BI Portl S I M P L E as can be Page 22 of 35 5 27 2011 Copyright 2011 Information Builders 2011 e Better k m Decisions Explanation of other Resource Tree properties e D The text entry box all the way on the left is the content area id It has a default value but can be changed to a friendly name This is used as a target location for resource trees as well as in a WebFOCUS drilldown e Nodes In addition to turning off the Reporting Server node you can turn off any of the top level nodes e Run Location Choose whether a report appears in a window or a panel e Window Appears only when Run Location is Window You can choose
27. n in the following image Information Default administrator Enable Accessibility Languages Portals Utilities Help sa Out Builders POWERED BY Information Builders bs Resources WebFOCUS Portal J Repository H Portals Retail Retail w Favorites E3 KE Recents S Reporting Servers Administration Dashboard Dashboard View Builder ReportCaster Console WebFOCUS Administration Console Security Management ESRI Configuration Utility WebFOCUS BI Portl S I M P L E as canbe Page 4 of 35 5 27 2011 Copyright 2011 Information Builders OTT owe Better k Smarter Decisions i Default administrator Manage Content Resources More Information Builders information M Profit C0 Active Dashboard Widgets Themes fa ma Resources Tr EX J Repository L Retail SY Favorites Year a Recents 2007 E T Portals Region Price Cost Gross Profit Central 3 488 826 20 2 564 239 1 013 761 MidEast 1 418 313 36 1 043 429 443 766 NorthEast 2 556 157 53 1 871 971 741 516 NorthWest 2 255 005 11 1 653 834 639 273 SouthEast 2 235 128 00 1 640 719 720 042 SouthWest 539 750 46 392 196 134 174 West 2 021 374 50 1 486 126 552 739 The Retail portal has 5 pre defined pages 1 Home pictured in Figure 23 Profit Active Dashboard Widgets Themes 2 Home Page The Home page is the starting page of the Retail portal It has a 2 column layout The first page conta
28. se from three main locations e Top Bar e Top Banner e Bottom Bar The bar options are thin strips either at the top or bottom In the future they will always be visible no matter how far down or up you scroll and will have an auto hide option In each of the areas you can choose alignment options as shown Click the Menu Bar button Hover over all 15 choices to see the live preview Navigation Banner Menu B Choose a Navigation Layout amp None a Menu Bar Theme 4 Select Location amp Alignment oo Bar Above Top Banner Amo op Banner Note You may need to scroll down to see the bottom bar 3 Leave at top right Adjust the menu bar location slightly by reducing the Top margin to 5px 5 Change the separator bar that appears between menu bar items color to white using the color picker WebFOCUS BI Portl S I M P L E as can be Page 16 of 35 Copyright 2011 Information Builders 5 27 2011 2011 a AYATAYA Tissue ZT SE User Conference e N 6 Better k Smarter Decisions 6 Add the following items a Userid b Manage Content c Portals d Resources e Sign In Sign Out 7 Set the items order using the up down arrows to a Userid b Manage Content c Resources d Portals e Help f Close g Sign In Sign Out 8 Set Max Items to 3 Margins gnai Items pre ae a F Top 5 OK pans Help pe T Acce
29. ssibility O Close ocation S S RS 10 ey DR l Tools l Sign In Sign Out Theme The theme menu is used to pick from one of the 3 predefined themes Each theme controls the styling of the banner the page tabs and the panels In the future we will include matching themes for each of the existing themes in WebFOCUS InfoAssist Click the theme button Roll over each of the different themes Click outside of the pop up to keep the Information Builders theme Max Iten Steaua NET ae S A Y Theme Security Fi Choose a Theme Blue Square Red Square We will come back to themes later once we have added some content WebFOCUS BI Portl S I M P L E as can be Page 17 of 35 Copyright 2011 Information Builders 5 27 2011 Tissue ZT Se User Conference s e e IIZ 011 a 7 Better k m Decisions 1 Click the Security button to launch the security dialog 2 Click on a group such as admins to see the available Permission sets J for a Portal Security 3 Click Cancel In a later release we will provide more information on security integration in the BI Portal At this time it is restricted to the portal level only Properties 1 Click the properties button to make the Portal itself be the selected item This will result in the properties panel be setting to that of the Properties portal as shown in the following image Portal Pn Portal Icon Width 100 Di Description
30. the resources content area by either clicking in the content area of the Resources panel twice or using the breadcrumb Note The first click on any panel selects the panel itself The second click selects the area you are over Set Run location to Panel Set Panel to Output This will result in a new tab in the Output panel every time a report is run from the tree Switch the theme to see the full effect a Roll over Blue Square b Roll over Red Square c Choose the one you like best Save WebFOCUS BI Portl S I M P L E as can be Page 26 of 35 5 27 2011 Copyright 2011 Information Builders OLAS User Conference ee 5 s T e L V V 20 e et LL Better Data Smarter Decisions Profit Page In this section we will build the Profit page shown in the following image See Part for a description of the page Default administrator Manage Content Resources More Information Builders BOLDUR P Home j 7 Eal Annual Reports of X L Charts 2010 _ E X 2007 Area Price vs Cost New Tab a Year 4AM 2007 Region Price Cost Gross Profit Central 3 488 826 20 2 564 239 1 013 761 MidEast 1 418 313 36 1 043 429 443 766 NorthEast 2 556 157 53 1 871 971 741 516 NorthWest 2 255 005 11 1 653 834 639 273 SouthEast 2 235 128 00 1 640 719 720 042 SouthWest 539 750 46 392 196 134 174 West 2 021 374 50 1 486 126 552 739 2008 2009 2010 New Area LA Advanced Reports MAGEO
31. wccateucamsnsavesanawctmsevatataialapctmsncddavesosawctigsesabassianeieeeddtonss 12 Part AC te ate the Retail a T saccscpnceecadaenceteptodeetataasereeteaeacdaicmenentepeodesdateesoennseeduisaenereens 14 i Ah INV PO ara csceee arses cede teen a sala 14 PO al We Te TTT 15 IST 15 Navi RT TTT 15 INSTI Ey A TT 16 TNS NG E E ese rococo co A A E E E E neacepose tenes 17 ET 18 Sae 18 ES peeeereemeere eee tne errr enee etre tet ee Pray Recents ere terete rr eer ter mer re ee aeee teeter Teeter 19 Home TT 20 PAS PROM CCCs T 20 NU T 22 Seen T o E E TE EE E A A ET S Pe TiO Oe TT 27 COn e N ee E E 21 EO KI TAS MOE Pi bissen oE cen E RE EE OE 29 Pe POP T a E E eeunenenseeroaet 29 CON NG e E E otasanetetsfeeieaarpeeretcneuece 30 WAG CS Pane eeraa E E A E A E E A E E 31 P PO a E E E E aeeenehace 31 COT e E E E 31 Aee PPA E EE EE A E EE EE E T TA 33 SE E ra E er en en re 33 COn D a ares se E 2 goes A E ees A E E A ee neeseeesr 33 Se S a TTT 35 Pe BS E oA E S E E A E E E E 35 ATR O a TTT 3 WebFOCUS BI Portl S I M P L E as can be Page 2 of 35 5 27 2011 Copyright 2011 Information Builders s 2011 wo a e Better k Smarter Decisions Introducing the WebFOCUS Business Intelligence Portal The Business Intelligence Portal BI Portal 1s brand new in WebFOCUS 8 It is the successor to the Business Intelligence Dashboard BI Dashboard It does everything that BI Dashboard did and a whole lot more BI Dashboard is focused solely on
32. y S Decisions Click change image Browse Retail Images Select home png Se ee Uncheck Show in Navigation to remove the page from the navigation You may do this if you are going to create a hyperlink to go to this page which will be possible in the future 9 Check Show in Navigation to add it back to the navigation menu os s Description Page I Page Icon Show in Navigation Margins T Same for All i D Home Top o i ee ORS W Page 1 A M Published Change Image Bottom Oe Right Oe N e Retail Pages Home Explanation of other Page Properties e Published Uncheck this option if you do not want users to see the page yet Use this if the page is under development e Margins Set these to create margins at the edges of the page e Description A detailed description of the page which can be used to search for the page Let s continue by setting up the page layout and styling the page 10 On the layout tab click the Layout button in the Page amp Banners group 11 Choose Two Columns 12 Switch to the Style tab of the ribbon 13 Click the background color icon S 14 Set Background color for Normal State to Gray 15 Set the border as follows a Click style b Hover over each option to see the live preview c Choose your favorite anything except None d Increase the width to 5px 16 Switch the State to Hover using the State group 17 Set background co
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