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1. Burst Value Northeast cathyflosler luser Southwest chuckhill luser Northeast OK Cancel Apply Help Introduction to WebFOCUS 93 Chapter 6 Scheduling and Distributing Information 3 Create a schedule that distributes output to the Report Library Optionally send an e mail informing recipients of its availability and the link to the content in the library Bnew Schedule ReportCaster Schedule Tasks Distribution settings Distribute Reports by ji Library Email for Library IV Send email after save report to library Con Email for Library Access Options General Information C Owner Library URL ptte servernamescasterAbrarysibreport jsp C Public Mail Server Name Jamtpserver Access List Bales Team EA information Expiration of Reports in Library From JoruckHi inicom ti s S Expire after ersin Reply Address Joruck Hi ibicom C Never Expire Subject Saes Report gt Message ere is the weekly Sales Report 0 eea e 94 Information Builders Storing Enterprise Information Using the Report Library 4 View the reports in the Report Library to which you have access i Report Library Microsoft Internet Explorer File Edt View Favortes Tools Help os O Ala a 3B A 3 M Back Foward Stop Refresh Home Search Favorites Histoy Mail Size Pint Edt Discuss AIM Address E
2. sort breaks performed at sort breaks Text rows can only be inserted at Inter row calculations can only be Text and blank rows can be inserted at any point in the report Inter row calculations can be performed at any point in the report Also since WebFOCUS metadata is constructed to dynamically read and understand hierarchical Chart of Accounts data you do not have to modify reports when the Chart of Accounts changes 30 Information Builders Income Statement Based on Chart of Accounts Sample Reports An income statement is made up of Revenue Cost of Goods Sold and Expenses Typically it also calculates Gross Margin and Profit Century Corporation Income Statement For Period Ended June 30 2002 Revenue Retail Television Retail Stereo Retail Video Player Retail Computer Retail Video Camera Retail Sales Mail Order Television Mail Order Stereo Mail Order Video Player Mail Order Computer Mail Order Video Camera Mail Order Sales Internet Television Internet Stereo Internet Video Player Internet Computer Internet Video Camera Internet Sales Sales Revenue Cost of Goods Sold Variable Material Costs Direct Labor Fixed Costs Cost Of Goods Sold Gross Margin Expenses Total Operating Expenses Total R D Costs Profit Before Tax Increases Actual Planned Decrease 5 845 603 63 5 817 453 81 28 149 82 14 430 210
3. m Control Yauess Static C Dynamic Staticvaues 2 KX e e Value Display Selected aoogm Ere A Coo Note Items may be dragged into the For Help press F1 CAP 2 Add a heading Click the Insert text T button on the vertical Components toolbar to the right of the Layout window drag the crosshairs and click to create a text box Enter heading text Century Corporation Product Report and Graph Scroll down the Properties list click the value for Font and choose font attributes Add a report Select the Insert new report button and click in the layout to add a placeholder for either an existing report or a report that you create with the Report Painter When you right click the placeholder you have the option to import an existing report or launch Report Painter 48 Information Builders Self Service Applications For this example choose mport existing report and select the report Please select a Plant Please select a year Century Corporation Product Report and Graph xi visiblefex54 j So 2 Gi fash visiblefexS4 30 100 400 200 Oo The heading text appears above the report placeholder Selection criteria that were defined in the imported report automatically appear as drop down lists above the report Introduction to WebFOCUS 49 Chapter 4 Developing Applications
4. ay a TAk vy Digital y amm y amm x E Reset Quantity PRODCAT Quantity Line Cost Of Goods Sold CD Players 16 328 1 616 472 00 Camcorders 12 841 9 159 550 00 Cameras 305 60 695 00 DVD 13 959 2 669 901 00 Digital Tape Recorders 29 396 2 028 324 00 For More Information See the following manuals at http documentation informationbuilders com E Managed Reporting End User s Manual E Creating Reports With Graphical Tools 82 Information Builders Graphing OLAP Data Introduction to WebFOCUS 83 In this chapter How ReportCaster Works 445 86 Distributing Reports to Multiple Recipients 87 Creating a Schedule to Distribute Information 88 Storing Enterprise Information Using the Report Library a mee pe Oe Nos sree mera ae hese rahe a aeig A 92 Delivering Alert Information 96 Securing and Administering ReportCaster 99 Maintaining and Troubleshooting ReportCaster 101 For More Information 00 0 102 6 Solar o LU Tate Relate EDICI Lilet ii lao Information WebFOCUS includes a report delivery solution that puts vital information immediately into the hands of decision makers when they need it most You can distribute reports as an e mail message using FTP to a printer to Managed Reporting or to the Report Library With ReportCaster you have a single point of control for fully automating the scheduling d
5. Developer Studio Exploring Developer Studio Desktop Projects on localhost FINANCIAL BEE Bi Eile Edit View Command Window Help lal x jem 7 ojm a SHEE EE All Folders Contents of FINANCIAL By Developer Studio Desktop Name Size Type Modified Location 2 7 Projects on localhost H CENTPROJ FINANCIAL HTML Files Maintain Files Master Files Procedures lt 4 fmltest FMLTUTTEST olap Procedures Virtual File Folder Master Files Virtual File Folder HTML Files Virtual File Folder Maintain Files Virtual File Folder E E H E SESSION B WebFOCUS Environments 4 object s For Help press F1 Ee Designing a Reporting Application You can begin to build an application by creating a project Then add procedures HTML files and other components to the project A procedure is the core element of areporting application It specifies the data to be retrieved and its format Developer Studio provides several graphical tools to create procedures These tools free developers from the demands of coding allowing them to concentrate on interface design business logic and data manipulation The Resource Layout Painter provides access to Developer Studio s reporting and graphing tools Using the Resource Layout Painter create an HTML page that incorporates forms reports graphs and Web objects You do not need an HTML editor or third party develo
6. Save 10 54 40 AM Parameters eel Date Time Submitted Domains Description Options Friday May 09 2003 Corporate April 2003 Delete 10 55 11 AM Personnel Friday May 09 2003 Corporate May 2003 Delete 10 55 05 AM Personnel Friday May 09 2003 sales March sales Delete 10 54 55 AM report Friday May 09 2003 HR benefits Delete 10 54 50 AM MINAS ETE 38 Information Builders Navigating a Long Report Navigating a Long Report Simplify navigation of long reports and improve access to information on the Web using the WebFOCUS Viewer to download and print individual pages of a report Navigation tools and print options appear below the report permez heoi rensas used pa iio vC Canare a E aissa 248 00 102 10 120 VHS C Camcorder 40x 1 414 09 259 00 155 09 lt a 2 Hd VCR LCD Menu a 9168 71 123 00 3971 31 BS0DL Digital Camcorder 150 X 1 875 58 710 00 16558 23 4 S4 809 48 4 347 00 462 48 34 48472 Web Seles fag0099 Pa S08MMCamcorder20x 1 satsay 240 00 75 87 32 Combo Player 4 Hd VCR DVD 1 402 43 289 00 113 43 39 DVD Upgrade Unit for Cent vcR 21595 139 00 7695 55 R5 Miro Digtal Tape Recorder 1 sess5s ssoo 19 35 28 ZT Digital PDA Commercial al 52577 349 00 17677 51 MoraLoreR mma ooo O sn o ar AD i8522 WebSales 999999 Pa i20 VHS C Camcorder 40X
7. 49 443 237 12 Digital Tape Recorders R5 Micro Digital Tape Recorder 82 887 178 71 PDA Devices ZC Digital PDA Standard 64 918 084 10 PDA Devices ZT Digital PDA Commercial 435 927 190 62 VCRs 2 Hd YCR LCD Menu 60 248 324 12 TOTAL 1 610 828 969 20 bi Sheet1_ IKI Introduction to WebFOCUS 33 Chapter 3 Reporting With WebFOCUS Pulling a Report into an Excel Spreadsheet Instead of saving a report to an Excel spreadsheet pull the report into a designated area in a customized Excel 2000 spreadsheet that contains images formulas and an Excel graph An Excel tool Microsoft Web Query uses a URL to call WebFOCUS to run the report The report and graph are generated as the result of the Web query Each time you refresh the query the formulas and graph are updated Ed Microsoft Excel webq xls ai 18 x File Edit Yiew Insert Format Tools Data Window Help 15 x a e 2 Centurpgeorp ESA aj Product Sales Report Sales Chart o 350000000 m OX Portable CD Player 0110 VHS C Camcorder 20 X 300000000 0120 VHS C Camcorder 40 X lL m 150 8MM Camcorder 20 X 250000000 0250 8MM Camcorder 40 X m 650DL Digital Camcorder 150 X 200000000 0750SL Digital Camcorder 300 X PERS A m 330DX Digital Camera 1024K P BAR2 35MM Camera 8 X OARS 35MM Camera 10 X 100000000 E Combo Player 4 Hd YCR DYD m DVD Upgrade Unit for Cent YCR RS
8. Date Time UserID Status Seconds Seconds Rows I Os 09 09 2003 12 42 11 DW00287 Run 1 1l 6353 1473936 M 09 09 2003 12 40 03 DW00287 Run 127 i 120 18552 1484695 M 09 09 2003 12 39 23 DW002387 Run 48 39 i 633656 634002 09 09 2003 12 39 22 DW00237 Run 1 0 15092 15205 114 Information Builders Controlling Resource Consumption Canceled Requests Report Shows which remote procedures and ad hoc queries have been governed or canceled the rule file used to govern the request and the resources used for each query Canceled Requests Report Date 09 09 2003 Server Name DEVITA XP Date Range 01 01 1995 09 09 2003 Rule Time Time Rows IOs Date Time UserID DataSource File Rule Threshold Type Threshold Threshold Reason Procedure Name 09 04 2003 10 55 15 DW00287 CENTINY RULEFILE 1 1440 ELAPSED 100000 O Select Ad Hoc 09 04 2003 10 59 14 DW00287 CENTINY RULEFILE 1 1440 ELAPSED 100000 O Select Ad Hoc 09 04 2003 10 59 38 DW00287 CENTINY RULEFILE 1 1440 ELAPSED 100000 O Select Ad Hoc 09 09 2003 14 32 32 DW00287 CENTORD ORDRULE 1 1440 ELAPSED 100000 O Select Ad Hoc 09 09 2003 14 35 04 DW00287 CENTORD ORDRULE 1 1440 ELAPSED 100000 0 Select RARGRPT Drill down from the Canceled Requests Report to see the SQL statement for the canceled request In this example the RARGRPT procedure used a SELECT which violated a rule Request on 09 09 2003 at 14 38 03 By Userid DW00287 from Procedure RARGRPT Report Date 09 09 200
9. Introduction to WebFOCUS 117 In this chapter Data Access Bataiintegration ase a ee eee A For More Information 0 8 Accessing and integrating Data WebFOCUS makes it easy to retrieve combine and report on data by providing a broad range of access capabilities over 85 data sources across 35 platforms Users can view and analyze business information in real time regardless of where the data resides With WebFOCUS you can also implement data marts or data warehouses using extract transform and load ETL technology for optimal reporting performance and data availability Introduction to WebFOCUS 119 Chapter 8 Accessing and Integrating Data Data Access Data adapters extend the capabilities of WebFOCUS to provide direct access to virtually any data source or system including relational legacy Enterprise Resource Planning ERP and Customer Relationship Management CRM WebFOCUS Data Adapters Adabas DMS JDBC PACE SYSTEM 2000 ALLBASE SQL DSM MUMPS J D Edwards PeopleSoft System 36 Files ASCII ENSCRIBE KSAM Proprietary Files Tandem Non Stop Btrieve Essbase Lawson PROGRESS Teradata C ISAM Excel Flat Files Lotus QSAM TOTAL CA DataCom DB FOCUS Lotus Notes Rdb TurboIMAGE CA IDMS FOCUS Fusion Model 204 Red Brick UDB CA Ingres Hogan Financials MS SQL Server RMS UFAS CICS Reporting IDS II MS OLAP Services Sands RDBMS Universe and Transact
10. Web Sales eMart Audio Expert Merchandise Q2 AV VideoTown Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog Digital Analog D QUARTER 5 Store Name E proptype quantity E Line Cost Of Goods Sold Q1 AV videoTown 18 449 Mo ih M io my ico pan Fa Cu as ml cn ee ico jd azi aed ico co io io co io i E pos oa ta io ja r I an Fa n co m Wo co M co ks mm co m m fa fe we m4 ico iar 4 E cn wo e i oe batt F hm i 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 3 251 090 00 3 772 119 00 10 128 967 00 124 366 00 190 201 00 21 152 262 00 24 990 368 00 2 663 655 00 5 928 507 00 11 868 758 00 28 064 250 00 Introduction to WebFOCUS 79 Chapter 5 Analyzing Data The report shows data for digital products but you would like to see a graph that reflects the breakdown 5 PRODCAT CD Players Camcorders Cameras DYD Digital Tape Recorders PDA Devices l quantity l Line cost of Goods Sold 1 616 472 00 9 159 550 00 60 695 00 2 669 901 00 2 028 324 00 12 529 308 00 Right click Quantity and choose Show Panel B propcat CD Players Camcorders Cameras DVD Digital Tape Re
11. d Inthe right pane click Select values to access another window In the left pane click Retrieve Values Introduction to WebFOCUS 69 Chapter 5 Analyzing Data e The EQ Values window appears Select the year 2002 and click OK E WebFOCUS Report Assistant Microsoft Internet Explorer oix select an operator n j select an option from the left Any item can be changedby Delete icking on it To complete the expression hit enter C k a lt Select lt Select expression gt values gt Eza COMPINFO J WHERE YEAR STORE_CODE STORENAME STATE Gear gt isNO QUAL to lt Select lt Select z3 OINFO WORGATER THAN S WHERE YEAR premion value CYEAR IsGREATER THAN or EQUAL to Is LESS THAN QUARTER auam oO isIN a list of literal Aman ven o Skav MONTH te NOTIN a list of literals INFO INCLUDES alito Enter Vals ii literals a EXCLUDES a list lt LINE_COGE mara mia is MISSING ie OINFO is NOT MISSING H FROM valuet TO DILAMTI MA wal NOT FROM value value You have now created a statement that selects all data pertaining to the year 2002 WHERE YEAR EQ 2002 4 Click the Report Options tab to make some styling choices and choose settings that permit OLAP analysis Select the following options Display Format HTML E Page Numbering OFF E Enable OLAP HIDDEN to hide the OLAP Selections pane and mak
12. hitp bigbat reaster ibrany lirne j9p z Go Links Customize Links Free Hotmail E RealPlayer Windows Media Windows Fro De POWERED BY __ sae Report Library Refresh Close Help Report List of Wuobrary Sales By Region Pomains sales Burst No Sales By Region Version Size Format Execution datetime Categories 43 1239 HTML 2002 1 2 23 23 55 Human Resources 42 1239 HTML 2002 12 23 23 45 New Hire Information 1239 HTML 2002 12 23 23 35 40 1239 HTML 2002 12 23 23 25 39 1239 HTML 2002 12 23 23 15 M i Big Local intranet 5 If you are an administrator manage content within the Report Library B ReportCaster Library Management Mi gt Action Edit Help x 2 ReportCaster Library Management version Execution Time Expiration ize Format Report Library All Report i 2003 04 15 11 56 2999 02 01 00 00 1030 HTML 8g Categories 2 2003 0415 12 01 2999 02 01 00 00 1030 HTML EE Domains 3 2003 04 15 12 068 2999 02 01 00 00 1030 HTML B Sales 4 20030415 12 11 2999 02 01 00 00 1030 HTML 2003 04 15 12 16 2 32 01 00 00 1030 HTML ReportCaster Library Management Ea A Are you sure that you want to delete the selected item s e Introduction to WebFOCUS 95 Chapter 6 Scheduling and Distributing Information Delivering Alert Information ReportCaster alerts enable admin
13. revealing Try sorting the data by highest value Introduction to WebFOCUS 73 Chapter 5 Analyzing Data Click the top of the open diamond the tool tip reads Sort LINE_COG highest to lowest Blouarter El store name at AV VideoTown Audio Expert City Video Consumer Merchandise T Ci Web Sales eMart AV VideoTown Audio Expert Biproprvee l quantity Analog Digital nalo igita igita 18 449 22 206 78 449 105 983 6 287 7 196 6 980 14 957 19 077 41 307 545 829 97 128 108 221 11 781 27 377 57 944 111 421 3 969 296 00 5 109 400 00 16 467 146 00 25 092 678 00 1 315 015 00 1 607 513 00 1 542 036 00 3 251 090 00 3 772 119 00 10 128 967 00 124 366 00 190 201 00 21 152 262 00 24 990 368 00 2 663 655 00 6 928 507 00 11 868 758 00 28 064 250 00 3 You can see that Audio Expert has the highest sales in the digital product lines in Quarters 1 and 2 with eMart trailing slightly Click the Q2 link for Audio Expert to check the monthly breakdown BlouvarteR Bl store Name Audio Expert Audio Expert eMart eMart eMart eMart Audio Expert eMart eMart Audio Expert Audio Expert Audio Expert Ty City eMart eMart TY City AV VideoTown Audio Expert E pRODTYPE quantity E Line Cost Of Goods Sold Digital igita it nalo nalo f nalo igita E ita E nalo i igita nalo nalo igita EE i
14. s HTML front end may run on a Windows or UNIX platform managed by local departmental administrators who authorize and group users while the data access routines run on an OS 390 machine capable of securing the data and aggregating it quickly You can speed up your applications Procedures that access data can run on the platform where the data resides thus ensuring that any aggregation or screening takes place immediately This means that your application is not shipping large quantities of data across a network to be aggregated or screened somewhere else Less network traffic means increased application speed 16 Information Builders Distributing Processing Among Platforms A distributed computing environment in which the Web server runs under Windows NT or 2000 the WebFOCUS Reporting Server runs under UNIX and the data and procedures reside on UNIX and OS 390 or z OS systems might look like this Windows NT 2000 UNIX Web Server WebFOCUS Reporting Server E Web Browser Daa ee OS 390 or Z OS iWay Sub server E WebFOCUS CGI Data and Procedures Introduction to WebFOCUS Chapter 2 WebFOCUS and the Web WebFOCUS Security and the Web Transmitting data over the Web makes security an important aspect of any application A plug in security and user management infrastructure allows administrators to define access rights and privileges for all users For more information on security
15. test and deploy complex business applications that span the Internet IBM mainframes midrange servers and workstations 60 Information Builders Self Service Applications For More Information See the following manuals at http documentation informatationbuilders com Managed Reporting Developer s Manual Managed Reporting Administrator s Manual Managed Reporting End User s Manual Application Development Getting Started Developing Reporting Applications WebFOCUS Maintain Getting Started Developing WebFOCUS Maintain Applications Introduction to WebFOCUS 61 In this chapter Building an Ad Hoc Query 64 Creating a Repor aa a a a le a ee cee 68 Analyzing Data With OLAP Tools 73 Saving the OLAP Analysis as an Excel Spreadsheet E T a a aie a eer Meet anes 77 Graphing OLAR Data ven sen oe ee 79 For More Information 00005 82 5 Analyzing Data While standard and parameterized reports satisfy the majority of information needs analytical users generally need to conduct critical business analysis on their own If you are an analytical user working in the WebFOCUS Managed Reporting environment you can generate reports in real time via the Internet using powerful tools to examine specific factors that affect your organization E Use Report Assistant and Graph Assistant to create ad hoc queries for your own use or to share with others An intuitive graphical interface with d
16. 33866 80 200003 5486 80 1004 1003DC 210 27090 00 32327 40 200001 5237 40 1004 1003DC 210 27090 00 32327 40 200002 5237 40 1004 1003DC 580 74820 00 89285 20 200003 14465 20 1004 1003DE 220 28380 00 33866 80 200002 5486 80 1004 1003GA 220 28380 00 33866 80 200002 5486 80 1004 1003GA 400 51600 00 61576 00 200003 9976 00 1004 1003IL 230 29670 00 35406 20 200003 5736 20 1004 1003L4 220 28380 00 33866 80 200003 5486 80 1004 1003MA 420 54180 00 64654 80 200002 10474 80 1004 1003MA 430 55470 00 66194 20 200003 10724 20 1004 1003MD 280 36120 00 43103 20 200001 6983 20 1004 1003MD 220 28380 00 33866 80 200002 5486 80 1004 1003MD 280 36120 00 43103 20 200003 6983 20 1004 1003M0 680 87720 00 104679 20 200001 16959 20 1004 1003M0 528 68112 00 81280 32 200002 13168 32 1004 1003NY 820 105780 00 126230 80 200003 20450 80 1004 1003PA 220 28380 00 33866 80 200003 5486 80 1004 10037x 400 51600 00 61576 00 200003 9976 00 1004 1003VA 280 36120 00 43103 20 200002 6983 20 1004 1003VA 264 34056 00 40640 16 200003 6584 16 1004 1004NY 400 51600 00 61576 00 200003 9976 00 1004 10040H 400 51600 00 61576 00 200003 9976 00 1004 201004 220 28380 00 33866 80 200002 5486 80 1004 2070IL 430 55470 00 66194 20 200001 10724 20 Typically ETL management involves data cleansing such as numeric aggregation improvements to cryptic names or calculation of new columns The data cleansing process ensures that data is stored in a more readable format optimizing the data warehous
17. 4 Change a drop down list to a radio button group In the Parameters dialog box select YRVAL and Radio button for the control type Parameters Zi Control Control Parameter Name Type z combobox6 Text box List box Drop down list Radio button Check box Control Values e Static Dynamic Static values ang Note Items may be dragged into the desired order 5 Create a target frame It will contain the drill down graph Click the report In the Properties dialog box click the value for Target Name Select the Frame radio button Enter the name for the placeholder 50 Information Builders Self Service Applications 6 Reorganize the items Drag and drop the heading filters Submit and Reset buttons then resize the graph frame so it is the same size as the report placeholder Century Corporation Product Report and Graph C E 7 Run the application From the File menu click Run The reporting application will look similar to this 24 HtmiPage Microsoft Internet Explorer Introduction to WebFOCUS 51 Chapter 4 Developing Applications Select a plant and year and click Submit You ll see the report 44 HtmiPage Microsoft Internet Explorer File Edit View Favorites Tools Help e OR GO G15 S6B B8898 Address ja http localhost cai bin ibi_cgi webapi_dll z Go Century Corporation Product Report and Graph Please select a Plant l Bosto
18. 999999 2002 10 1 202 87 ETL 1004 28120 2002 10 18 999999 2002 10 1 210 26 1010 7505L Digital Camcorder 300 X 10758 999 00 750 00 Server 1012 650DL Digital Camcorder 150 X 2972 899 00 710 00 1014 340SX Digital Camera 65K P 990 249 00 199 00 Product Order Date Company Line 1016 330DX Digital Camera 1024K P 12707 279 00 199 00 Nuinbent NutiberOfOrder IDE EAR MONTH Quantity Total Abin lt o50 Band Gnod 5007339910032000 1006 28003 2002 10 18 999999 2002 10 1 501 60 1006 28004 2002 10 23 999999 2002 10 1 471 83 1020 150 EMM Camcorder 20 X 3961 319 00 240 00 1006 28005 2002 10 12 20110K 2002 10 13 4 480 77 1022 120 VHS C Camcorder 40 X 2300 399 00 259 00 1006 28008 2002 10 26 2011MI 2002 10 39 13 046 58 1024 110 VHS C Camcorder 20 X 4000 349 00 249 00 1006 28010 2002 01 12 2023TX 2002 01 99 34 497 81 1026 AR3 35MM Camera 10X 12444 129 00 95 00 1028 AR2 35MM Camera 8 X 11499 109 00 79 00 1030 QX Portable CD Player 22000 169 00 99 00 e Di mAT 4 ae 1032 R5 Micro Digital Tape Recorder 1990 89 00 69 00 1008 28003 2002 10 18 999999 2002 10 1 239 18 1034 ZT Digital PDA Commercial 21000 499 00 349 00 1008 28005 2002 10 12 20110K 2002 10 13 1 858 34 1036 ZC Digital PDA Standard 33000 299 00 249 00 1008 28006 2002 12 20 1003TX 2002 12 99 15 813 96 1008 28008 2002 10 26 2011MI 2002 10 39 5 782 46 Se su oe 2002 01 12 2023TX 2002 01 99 16 148 36 Data Warehouse PROD_NUM STORE_CODE QUANTITY LINECOGS LINEPRICE YRMTH PROFIT 1004 1003CT 220 28380 00
19. Data Access Questions 20 000 cee eee 108 Reporting With Resource Analyzer 0 0 0 ee 110 Controlling Resource Consumption 0 000 e eee eee 112 Reporting With Resource Governor 0 00 e eee eee eee 113 Ensuring Security 22a 2 25 ewe dea as eds whe Sedans ae raee asada se her 116 For More Information 2 05 sacceecee bees be Pi eae See e eee new pee dees 116 8 Accessing and Integrating Data 0 cee eee 119 Data ACCESS ssr cahind oh bh Ad Wee OSes eee bee OM ey S51 Mee oe eld euben Ea 120 Data Integration 2 sveuisee ae ek eee eee bier Me eee tex Mee Tee Reese eet 122 ETL Management and Data Migration 0 2 00 e eee eee 123 ETL Manager Features c2sckectess ees chbewavstonte eee ep ue es 124 For More Information asuna uaaa cope es dee eee a enees aeae ed 128 viii Information Builders Introduction to WebFOCUS ix In this chapter WebFOCUS Enterprise Information Platform 2 What WebFOCUS Can Do For You 3 WebFOCUS Environments 00005 5 WebFOCUS in a Global Marketplace 7 WebFOCUS Overview WebFOCUS is a Web ready enterprise reporting and data access system that takes advantage of the low cost low maintenance and wide distribution capabilities of the Internet and of corporate intranets and extranets It delivers easy access to the information you need regardless of hardware platforms database structures or ap
20. E Configure multiple remote servers communications and special services for example a FOCUS Database Server Edit and run applications and defer query processing Operate monitor tune and troubleshoot a server Edit configuration files Configure National Language Support NLS This setting specifies the language of the data the server accepts for example U S English Migrate from a previous server release 106 Information Builders Managing the WebFOCUS Client Environment Managing the WebFOCUS Client Environment The WebFOCUS Client Console enables you to remotely view and manage the WebFOCUS Client environment POWERED BY Infor 1 L WebFOCUS Client Console User admin Level Administrator NESEN ISO amp DBCS Code Page List C Enter CODE_PAGE value 137 U S English 137 Western European ISO 8859 1 912 Central European ISO 8859 2 912 Czech ISO 8859 2 813 Greek ISO 8859 7 xl Mappings Configuration Startup Parameters Client Settings Redirection Settings Highlighted Code Page is active Oo USIO p tings TNLS Settings From a single easy to use interface you can E Customize settings in the WebFOCUS Client communications file that contains WebFOCUS Reporting Server nodes In addition you can E Override WebFOCUS Client default settings for a specific WebFOCUS Reporting Server E Configure alternate server nodes for use w
21. VideoTown Digital 8 575 1 692 084 00 W 5 You now see information for digital and analog sales at Audio Expert Since the significant sales for Audio Expert are in the digital area click the Digital link to see which products contributed to the June figures 6 The breakdown shows clearly that PDAs drove Audio Expert digital sales Click the PDA Devices link to see the details 3j PRODCAT 4 Quantity 2 Line Cost Of Goods Sold PDA Devices 16 760 5 416 540 00 ME Camtorders 5 015 3 584 010 00 E Digital Tape Recorders 12 494 862 086 00 W DVD 4 087 832 993 00 E CD Players 3 958 391 842 00 f Cameras 159 31 641 00 ZT Digital PDA Commercial was by far the top seller z Product Name 2l Quantity 3 Line Cost Of Goods Sold ZT Digital PDA Commercial 12 433 4 339 117 00 E ZC Digital PDA Standard 4 327 1 077 42300 EE Introduction to WebFOCUS 75 Chapter 5 Analyzing Data If this pattern holds for other top selling stores you may want to advise Century Corporation to adjust available parts inventories for each model and consider shifting production schedules of plants to produce more commercial units Review the selections currently in effect by right clicking Product Name and selecting Show Panel TJ Product Name 2l Quantity 2 Line Cost Of Goods Sold Delete i 4 339 117 00 Unhide 1 077 42300 EE Move To Across Show Panel xLMesouree Y zareen L PLANT L STATE L STORENAM
22. a Q a D gt a a gs 8 g amp B pi H wo PLANT Change the graph type to pie and rerun the graph The same data is presented in a pie graph Sales Report by Plant E VA Boston Dallas Los Angeles Orlando Seattle St Louis Introduction to WebFOCUS 27 Chapter 3 Reporting With WebFOCUS Compound Reports A compound report in PDF or PostScript PS format contains independent reports that may use different data sources and may have been prepared in different formats such as Excel 2000 HTML or PDF You can embed images such as saved graph output into a compound report 102202 Information Builders wan BOS 2IVL26 S9799S476175 DAL 804579 NRISOSOA 13 LA 405w S119664 86 ORL SILON S229211 SEA oo SAR611 704 W STL LIRO S419 505 962 14 m Price Price Ca BOS 670 922 31 48 4864 877 DAL 2265 73 10 58 LENWI LA 2174 857 10 16 1 560 410 ORL 4402151 1589 2451 99 SEA SWI 240 V251 STL 434 524 NA AUR Ise 07 554 SIM WO 86S 90 1999 1 205 192 5399 521 874 43 00 1 316481 SM2S91 41 108 01 1381497 451 745 74248 X02 1446007 SMAI EEEE 198 LGR ws 12 1 224 477 T A J 2 RIE il TN 99 SITAS MI VUM j WO AWL AU SOR NA H Ol 4852495 2266 1492076 26 4 XO ATORIS A9 AWIS 219 z a i 7 Pan STN R E BR FEBRUARY 1097W 192 456 MARCH wns AW APRIL S441 2682748 MAY 920422891787 JUNE I LUANI N JULY SVAD 2WOIS 14652679 AUGUST INTO 1424028 L0MLI28 SEPTEMBER 29 569 1491 9462
23. display the output 14 Information Builders Reliable Scalable WebFOCUS Architecture Reliable Scalable WebFOCUS Architecture Web applications often accumulate large numbers of users within a very short time frame WebFOCUS is built on a reliable scalable and deployable architecture that allows the implementation of enterprise wide business intelligence applications E Reliability allows WebFOCUS applications to run without concern for errors E Scalability provides flexibility for a growing enterprise WebFOCUS can accommodate a small number of users or hundreds of thousands of users E Deployability means applications can be created and tested before the final version is released to the general public WebFOCUS Reporting Server Relational J2EE App Web Server Server Optional WebFOCUS Reporting Server Optional e ISAPI e CGI 05 390 or z OS e Linux UNIX Windows e AS 400 e VMS Introduction to WebFOCUS 15 Chapter 2 WebFOCUS and the Web Distributing Processing Among Platforms WebFOCUS applications are capable of distributing components and processing over many platforms with the following advantages You can access data on multiple platforms thus forming relationships among disparate data sources Each component runs in the most suitable environment For example a WebFOCUS application
24. many different formats View underlying code from the Source tab Graphical Reports WebFOCUS can transform almost any type of data into an effective graph You can generate many types of graphs including bar line pie and scatter as well as variations on these types You use the Graph Assistant in Developer Studio to create a graph There is another version of this tool the HTML Graph Assistant that offers the same functionality and is available for ad hoc reporting For details on this tool see Chapter 5 Analyzing Data Introduction to WebFOCUS 25 Chapter 3 Reporting With WebFOCUS How to Create a Graphical Report Using the Graph Assistant The Graph Assistant enables you to easily create a customized graph 1 Choose the graph type from the Looks tab 2 Select the data from the Fields tab 3 Adda heading on the Headings tab 4 Customize the look of the graph from the Properties tab F Graph FOCEXEC introbar Application graph OF x Looks Fields Field Options Across Headings Selection Properties Please select from the following Graph Styles SDRIBBNS BAR GraphT ypef This generic chart isa two dimensional chart with two dimensional bars lt Back Next gt est Run Exit 26 Information Builders Sample Reports For example run the bar graph Sales Report by Plant 700000000 600000000 500000000 400000000 300000000 200000000 100000000 g T 3 Q
25. seed eeusiatdad 61 Introduction to WebFOCUS vii 5 Analyzing Oat srirsstritsereriiiie rei ariero r edab intii whe yo rad wea a 63 Building an Ad Hoc Query anaana naana 64 Creating a Report ot reciass dpi set aiin i apd Bee eee Ada A T E aed 68 Analyzing Data With OLAP Tools ssaa saasaa cece eee 73 Saving the OLAP Analysis as an Excel Spreadsheet nananana nananana 77 Graphing OLAP Data e s4 s0c2GeusSbsiees ose oa a eeano E E ea E 79 For More INOnngon s cccts0 005844 8G od Poke eee es Pee ee ok 82 6 Scheduling and Distributing Information 0 220 e eee 85 How ReportCaster Works ccnscci betes tueer tenet sive beer hebs ees ewes 86 Distributing Reports to Multiple Recipients 0 0 00 cee eee eee 87 Creating a Schedule to Distribute Information 00 00 cee eee 88 Storing Enterprise Information Using the Report Library 92 Delivering Alert Information 0 0 0 cee eee 96 Securing and Administering ReportCaster 0 000 e eee eee 99 Maintaining and Troubleshooting ReportCaster 00 eee eee 101 For More Information 224 c544cercae eivaavedeesseeeaeendaeeedacgey 102 7 Administering and Securing the Environment 0000e eee eee eee 105 Managing WebFOCUS Reporting Servers 0 2000 e eee eee 106 Managing the WebFOCUS Client Environment 0000 0s eee 107 Monitoring Application Usage ee eee 108 Sample
26. you can run several tabular and graphical reports about the data sources you are monitoring including E Data Sources Under Control Report Monitored Samples Summary Report E Cancelled Requests Report Data Sources Under Control Report Shows all data sources currently under the control of Resource Governor Data Sources Under Control Report Date 09 09 2003 Server Name DEVITA XP Govern Monitor Data Source Type Rule File Status Status MONITOR PREFERENCE EDA OFF Atl GLOBAL MONITOR EDA OFF Off REMOTE PROCEDURE MONITOR EDA OFF Off CENTCOMP EDA OFF On CENTETL EDA OFF On CENTHR EDA OFF On CENTINV EDA RULEFILE ON On Introduction to WebFOCUS 113 Chapter 7 Administering and Securing the Environment Monitored Samples Summary Report Lists the number of queries for each data source Monitered Samples Summary Report Date 09 09 2003 Server Name DEVITA XP Date Range 01 01 1995 09 09 2003 Number of First Last Data Source Queries Access Access CENTCOMP 121 08 29 2003 09 09 2003 CENTHR 30 08 29 2003 09 09 2003 CENTINY 73 08 29 2003 09 09 2003 CENTORD 306 09 08 2002 09 09 2003 CENTOA 39 08 29 2003 09 09 2003 Drill down from the Monitored Samples Summary Report to see specific queries and resource usage for a specific data source for example CENTINV Detailed Resource Usage Data for CENTINV Report Date 09 09 2003 Server Name DEVITA XP Date Range 01 01 1995 09 09 2003 Elapsed CPU
27. 1 385 20 259 00 126 20 49 250 8MM Camcorder 40 X 14 386 53 320 00 6653 21 300X Digtal Camera 1024KP 1 s26814 199 00 6914 35 SR2 35MM Cameras a i 10741 7900 2811 Combo Player 4HAVCR DVD 1 39940 289 00 11010 7C Dinital PDA Standard TEZEI asia zaal KEAR For More Information See the following manuals at http documentation informationbuilders com E Developing Reporting Applications E Creating Reports With Graphical Tools Creating Reports With WebFOCUS Language Introduction to WebFOCUS 39 In this chapter Managed Reporting Applications 42 Self Service Applications 46 For More Information 00 00 61 4 Developing Applications To address the varied information needs of all types and levels of users developers must be able to quickly and easily build and implement sophisticated business intelligence and data maintenance applications for the Web With WebFOCUS you can create E Managed Reporting applications that deliver simplified end user reporting capabilities in a secured business oriented environment that can easily be maintained and customized E Self service business intelligence and data maintenance applications in which users supply or query information online without the need for an intermediate person to process it WebFOCUS Developer Studio offers a full easy to use graphical toolset for rapid developm
28. 1 on demand paging 39 output options 23 P parameter driven reports 23 24 pie graph 66 procedures 47 creating 47 procedures report 112 projects 47 pulling reports into an Excel spreadsheet 34 pushing reports into an Excel spreadsheet 33 R report linking to update form 56 Report Assistant 63 64 68 choosing fields 64 68 creating selection criteria 69 enabling OLAP 71 selecting styles 70 report layout 47 Report Library 92 Report Painter 24 ReportCaster 85 ReportCaster administration 99 130 Information Builders ReportCaster Alerts 96 ReportCaster Console 101 ReportCaster processing 86 ReportCaster security 99 ReportCaster Server Configuration tool 99 reporting applications 41 Reporting Objects 42 68 reporting tools 46 47 reports 21 110 combining 28 creating 63 64 68 drill down 36 Excel 33 financial 30 formatting 23 47 70 free form 35 graphical 25 output options 23 saving 63 Resource Analyzer 105 108 110 112 Resource Governor 105 113 114 Resource Layout Painter 37 47 S sample data access questions 108 109 sample reports 23 saving reports 63 71 in an Excel spreadsheet 33 scatter graph 66 scheduling reports 85 88 searching for report data 73 securing WebFOCUS 105 117 security 18 security for ReportCaster 99 self service applications 41 46 47 setting update features 55 Shared Reports 42 single addresses 88 sorting data with OLAP 73 74 75 Standard Reports
29. 12 433 4 339 117 00 ZC Digital PDA Standard 4 327 1 077 423 00 Save the Report in My Reports Choose Save the data in an Excel 2000 file Introduction to WebFOCUS 77 Chapter 5 Analyzing Data You are asked if you want to save or open the file Click Open to display the output immediately in an Excel 2000 spreadsheet File Edit View Insert Format Tools Data Acrobat GoTo Favorites Help Ea HBak gt Q Qsearch GaFavortes meda J F D S Sf a Address amp http localhost cgi bin ibi_cgi webapi dll PG_REQTYPE REDIRECT amp PG_Func GETBINARY amp PG_File pxmvm xht Links Customize Links Free Hotmail Windows Windows Media Al nA f Product Name 1 Quantity Line Cost Of Goods Sold ZT Digital PDA Commercial 12 433 4 339 117 00 ZC Digital PDA Standard 4 327 1 077 423 00 X Mh Sheet1 IKI a1 a D EE Unknown Zone Since the process is quick and easy you can create a snapshot of your analysis as an Excel spreadsheet or as a PDF document at any point in the process 78 Information Builders Graphing OLAP Data Graphing OLAP Data You can enhance an OLAP report with a graphic representation of the data ina separate pane Color coding is used to highlight key information in the graph To create a meaningful graph from the original OLAP report click the Digital link for Audio Expert in Q2 Audio Expert City Video Consumer Ty Ci
30. 2 OCTOBER ANSO LENAS 1 161325 m NOVEMBER 442413 1 565694 1 122884 DECEMBER 28719 695 959 502 190 This report was created in WEBFOCUS using Power Reporter 28 Information Builders Sample Reports How to Create a Compound Report Compound reports are created from existing reports Use the Compound Report Constructor to create compound reports 1 2 3 4 Create a new procedure Select the Compound Report Constructor as your tool Select the reports The first report must be in PDF or PS format Save the procedure and run the report Compound Report Constructor Report REPORTSTYLE Amper assignment Set Introduction to WebFOCUS 29 Chapter 3 Reporting With WebFOCUS Financial Reports Use the Financial Report Painter to calculate and present complex financially oriented data such as income statements balance sheets profit and loss statements and government mandated reports How is a financial report different from a standard tabular report Standard Tabular Report Financial Report Report rows are displayed in sort order high to low or low to high Specific rows can be placed anywhere in the report Rows are displayed only for values retrieved from the data source Rows can be displayed for selected values in the data source or values calculated from that data as well as for values that are inserted directly or picked up from another file
31. 21 152 262 0 24 990 368 0 2 663 655 0 72 Information Builders Analyzing Data With OLAP Tools Analyzing Data With OLAP Tools Use WebFOCUS OLAP to dig deeply into data to understand the broad range of factors affecting your business You can visualize and analyze data from many points of view to discover relationships compare information and spot trends It works like this E Begin with a question As an analyst for the Century Corporation you need to determine which of the stores that sell your products had the highest sales in 2002 and whether there is a pattern in sales periods and or best selling products that should be considered when planning manufacturing schedules and parts inventories E To find the answer use the report you created earlier to enter search criteria evaluate the information returned then refine the search and repeat the process until you have sufficient information 1 Right click Line Cost of Goods Sold and choose Visualization This applies a data visualization bar graph to each value in the column hopefully revealing a trend Biouarter Bl store Name Eipropryvpe Sl quantity l Line cost of Goods Sold Q1 AV VideoTown Analog Sort by Highest Digital Sort by Lowest Audio Expert Analog Graph Remaus Measure Digital City Video Analog Digital Consumer Merchandise Analog Digital 4 Visualization dhur runci 2 The display changes instantly The bar graphs are promising but not yet
32. 3 Server Name DEVITA XP Request SELECT FROM CENTORD TABLE ON TABLE HOLD FORMAT ALPHA END Introduction to WebFOCUS 115 Chapter 7 Administering and Securing the Environment Ensuring Security WebFOCUS administrators can define access rights and privileges at the following levels E Data level protects data from unauthorized users at the database level E Application domain level manages access to reports by logically grouping users by authorized subject area E Role level limits the reports users can see based on their job function E Function level grants or limits the use of certain reporting capabilities such as ad hoc reporting or OLAP analysis and sharing or scheduling reports You can integrate WebFOCUS with any standard Web or database security system for single user logon capabilities You can further customize the WebFOCUS Client or Reporting Server using custom security exits These user written exit programs may be used to integrate WebFOCUS with a Lightweight Directory Access Protocol LDAP server For More Information See the following manuals at http documentation informationbuilders com E iWay Server Administration for UNIX Windows OpenVMS OS 400 OS 390 and z OS E iWay Resource Analyzer Administrator s and User s Manual E iWay Resource Governor Administrator s and User s Manual E WebFOCUS Security and Administration 116 Information Builders Ensuring Security
33. 39 14 259 022 99 171 187 40 9 341 817 38 9 117 225 46 224 591 92 39 329 918 52 38 081 185 94 1 248 732 58 64 645 652 09 63 171 723 24 1 473 928 85 133 593 202 01 130 446 611 44 3 146 590 57 4 611 818 22 4 447 857 73 163 960 49 14 734 547 98 14 377 912 62 356 635 46 8 956 689 81 8 791 249 10 165 440 71 39 352 725 82 65 733 107 27 41 844 904 32 70 756 153 89 2 492 178 50 5 023 046 62 133 388 889 10 3 742 052 21 10 130 518 76 665 882 80 32 539 628 44 44 012 762 98 140 218 077 56 3 641 850 67 9 860 228 01 678 272 47 32 962 476 24 44 468 178 61 6 829 188 46 100 201 54 270 290 75 12 389 67 422 847 80 455 415 63 96 090 845 19 96 611 006 00 520 160 81 363 072 936 30 323 841 947 50 1 127 184 10 499 418 76 367 275 695 00 345 264 793 95 1 142 517 72 505 221 93 4 202 758 70 21 422 846 45 15 333 62 5 803 17 325 468 550 36 346 912 533 60 21 443 983 24 37 604 385 94 28 326 299 84 3 940 386 22 5 337 699 88 20 363 161 40 15 502 065 22 2 064 498 93 2 796 597 25 17 241 224 54 12 824 234 62 1 875 887 29 2 641 102 63 Introduction to WebFOCUS 31 Chapter 3 Reporting With WebFOCUS How to Create a Financial Report This income statement was created using the Financial Report Painter In this report request parent and child account values for the field GL_LACCOUNT have been dragged into the matrix from the
34. 42 styling reports 23 47 T target frames for drill down output 47 three tier application logic 10 tracing ReportCaster requests 101 tracking requests 108 U Update Assist 53 55 generating a Maintain form 55 linking form to report 56 styling the form 55 updating data 53 usage monitoring 108 113 User Administration tool 43 user interfaces 47 users report 112 V viewing reports in the Report Library 92 visualizing data with OLAP 73 WwW Web pages 46 Web processing 10 Web searches 73 WebFOCUS architecture 15 WebFOCUS Business Intelligence Dashboard 44 WebFOCUS Client Console 105 WebFOCUS components 10 13 WebFOCUS Developer Studio 46 47 WebFOCUS Maintain 46 60 WebFOCUS Maintain language 60 WebFOCUS Reporting Server Console 105 WebFOCUS security 18 Introduction to WebFOCUS 131 Index 132 Information Builders Reader Comments In an ongoing effort to produce effective documentation the Documentation Services staff at Information Builders welcomes any opinion you can offer regarding this manual Please use this form to relay suggestions for improving this publication or to alert us to corrections Identify specific pages where applicable You can contact us through the following methods Mail Documentation Services Customer Support Information Builders Inc Two Penn Plaza New York NY 10121 2898 Fax 212 967 0460 E mail books_info ibi com Web form http www informationbuil
35. 8 DN4500510 0503 iii domains 42 dormant data report 112 drill down reports 36 47 drilling down from report to form 56 58 dynamic addresses 88 E editing Update Assist forms 60 embedding reports in an Excel spreadsheet 34 Enterprise Information Portals EIP 45 ETL extract transform and load management 122 123 126 ETL extract transform and load Manager 124 Excel reports 33 Introduction to WebFOCUS 129 F Fields tab 65 filters 23 financial reports 30 31 32 Form Painter in WebFOCUS Maintain 60 formatting reports 23 free form reports 35 G Graph Assistant 26 63 64 graphing OLAP data 79 81 graphs 25 66 styles 66 H HTML pages 47 l integrating data 119 122 L large volume requests report 111 launch pages 47 Library Access Lists 92 Library Management 92 line graph 66 linking report to update form 56 linking reports 36 log reports 101 long running requests report 110 M Managed Reporting 42 and Dashboard 44 components 42 creating users 43 customizing the interface 44 Managed Reporting applications 41 42 matrix reports 30 migrating data 123 monitored samples summary report 115 monitoring resources 113 My Reports 42 68 71 N navigating long reports 39 O OLAP Online Analytical Processing 63 72 73 graphing data 79 saving as an Excel spreadsheet 77 sorting data 73 74 75 visualizing data 73 OLAP Control Panel OCP 77 OLAP Selections pane 76 8
36. Alert Delay fsa frrinute s 7 OK Cancel Help Introduction to WebFOCUS 97 Chapter 6 Scheduling and Distributing Information The following sample alert report informs a manager about a problem 3 FW New demo reports Message Rich Text File Edt view Insert Format Tools Actions Help eReply Seren toal Erow e B X a e B This message was sent with High importance From Jacobs Larry Sent Wed 10 23 2002 9 28 AM To Nash David Ce Subject FW New demo reports David Seems like we re having a quality issue at the LA plant Internal Process 2002 Quality 75 50 25 12345 67 8 9101112 Month BOS DAL LA ORL SEA STL 2002 Shipments Product Category Total Units 50 CD Players 232186608080 O 25 1234567 8 9101112 eT a1 COO 0 Mpc Cameras aig O00 9 9 DVD 119 039 2002 Inventory e9000 10 Digital Tape Recorders 2023 O68 O ie PDA Devices 22840 00 9 80 vors w0 600 o0 1234567 8 9101112 Month 98 Information Builders Securing and Administering ReportCaster Securing and Administering ReportCaster A graphical tool is provided with ReportCaster for ease of configuration Using this tool ReportCaster Administrators can easily view or change the configuration settings of their ReportCaster environment For example you can change the polling interval in minutes for the ReportCaster Distribution Server to check for scheduled jobs E
37. Client whose role is to locate the WebFOCUS Reporting Server on a specific host and port The WebFOCUS Reporting Server is responsible for accessing data processing business logic and generating fully styled output It stores report procedures WebFOCUS StyleSheets and metadata data source descriptions You need one or more WebFOCUS Reporting Servers to deploy and run procedures and to access data sources Optional WebFOCUS sub servers access remote data sources Data A single server can access multiple types of data For each type of Data Management system DBMS a data adapter must be installed Procedures Procedures can reside on a WebFOCUS Reporting Server or a sub server At run time the procedure requested by the WebFOCUS client is accessed by the WebFOCUS Reporting Server and executed Procedures may call other procedures Called procedures also reside on a WebFOCUS Reporting Server or sub server 12 Information Builders How WebFOCUS Components Work Together How WebFOCUS Components Work Together The following diagram will help you visualize how WebFOCUS components work together a The launch page sends request to WebFOCUS client a E Brivo tere oe Server Web server sends report to user s Web browser WebFOCUS Reporting Server reads the procedure and requests data WebFOCUS Reporting Server returns formatted report WebFOCUS Reporting S
38. E gem 7 1 3 x L YEAR L QUARTER MONTH PRODTYPE 30D ary 30D ay g ee L PRODCAT L PRODNAME Z Poa Devies Jv EU jt ger EE aa Tid OLAP gt x Run ES Reset gq Product Name 2 Quantity E Line Cost Of Goods Sold ZT Digital PDA Commercial 12 433 433911700 ZC Digital PDA Standard 4 327 1 077 42300 EE The following selections are reflected in the output STORENAME is AudioExpert Quarter is 2 Month is 6 PRODTYPE is Digital and PRODCAT is PDA Devices 76 Information Builders Saving the OLAP Analysis as an Excel Spreadsheet Saving the OLAP Analysis as an Excel Spreadsheet Many companies use common office tools like Excel spreadsheets in financial presentations You can quickly deliver the results of the WebFOCUS OLAP analysis in an Excel spreadsheet On the band between the OLAP report and the Selections pane click the OLAP button to open the OLAP Control panel from which you can save the report Click the Options button at the bottom of the panel Z WebFOCUS OLAP Control Panel Web Page Dianikd Ed Location L gt Time Period L gt Product Dimension Ea J SEE L YEAR L QUARTER L MONTH ayy Jays zi PRODCAT L PRODNAME Drill A E zd Je i snw T Kene erreess ppe Shift Down J Drill Down L Product Name Measures Z Quantity ad Line Cost Of Goods E Product Name S Quantity _ Line Cost Of Goods Sold ZT Digital PDA Commercial
39. FOCUS Client which returns it to the Web server for display in the Web browser All of this is transparent and requires only that the components have been properly installed and configured Introduction to WebFOCUS 9 Chapter 2 WebFOCUS and the Web How WebFOCUS and the Web Work Together WebFOCUS uses three tier application logic to exploit the capabilities of Web processing and enhance an application s performance scalability and maintenance WebFOCUS components fall into the following categories E Standard Web components These include a Web browser Web server and an optional J2EE Application server that manage the display of Web pages E WebFOCUS product components These include the user environment and the WebFOCUS client and server components that manage processing of data and requests E WebFOCUS application components These include user created procedures data metadata and HTML files 10 Information Builders How WebFOCUS and the Web Work Together The WebFOCUS components and how they relate to each other and the Web are illustrated as follows LAL a gt User Environment WebFOCUS n Reporting Browser Server Optional Sub server Local and Remote Data Procedures E The user environment where users with a variety of functions developers administrators analytical users can build test deploy and run reports E The Web browser displays Web pages that may include repo
40. FOCUS provides a fully integrated suite of intuitive graphical tools that make it easy to create boardroom quality reports and graphs from any data anywhere See Chapter 3 Reporting With WebFOCUS Application development WebFOCUS Developer Studio is an open and intuitive environment that empowers developers to quickly build virtually any type of Web based report or information system including self service reporting applications data maintenance applications closed loop applications that integrate reporting and data updates and Managed Reporting applications that can organize and personalize content and deliver it in a controlled and secure manner to users on a broad scale See Chapter 4 Developing Applications Query and analysis While standard and parameterized reports satisfy the majority of information needs many users need to conduct critical business analysis on their own To create ad hoc reports and graphs use the HTML Report Assistant and HTML Graph Assistant To conduct in depth analysis use WebFOCUS OLAP tools or save a WebFOCUS report as an Excel spreadsheet See Chapter 5 Analyzing Data Information delivery and management ReportCaster delivers targeted information to decision makers ReportCaster can schedule and distribute WebFOCUS reports the contents of URLs and files for example word processing documents to e mail addresses a network printer an FTP server a Managed Reporting folder or to the Report Library
41. Gentury Century nd 5 ah ze i fim Shared Reports lt 7 Financial gt Customer as Internal Process ad 5 Learning and Growth Financial Overview 2002 Profit moth Actual Budget Variance Prior xs Prior Accounts Receivable 1 200 473 06 1 260 406 72 60 022 66 1 122 442 31 20 86 Inventories 1 829 190 18 1 920 640 69 01 459 51 1 710 20282 27 81 Prepaid Expenses 5 91762 621351 29589 553298 13 90 1234567 8 9101112 Month Current Assets 3 368 633 12 3 524 454 79 187 831 67 3 138 45197 90 37 2002 Revenue Property and Equipment 1 590 516 44 1 670 042 27 79 525 83 1 487 132 87 48 66 Miscellaneous 244 357 86 256 575 54 12 217 88 228 474 41 2781 Total Assets 5 221 112 62 5 482 168 27 251 055 65 4 981 740 30 173 80 12345 6 7 8 9101112 Nen Run on 12 9202 15 30 04 POWERED 8Y WebFOCUS es Information Builders WebFOCUS in a Global Marketplace WebFOCUS in a Global Marketplace WebFOCUS supports more than 60 code pages for access to data in more than 60 languages Local language data including national characters embedded in any data source is processed and displayed accurately Users can generate reports with multiple currencies so that a single report provides information about multiple geographic regions The WebFOCUS Developer Studio Managed Reporting and Dashboard interfaces including menus utilities and Online Help can be displayed in a variety of languages so users around the worl
42. Information Builders WebFOCUS Introduction to WebFOCUS Version 5 Release 2 DN45005 10 1003 Copyright EDA EDA SQL FIDEL FOCCALC FOCUS FOCUS Fusion FOCUS Vision Hospital Trac Information Builders the Information Builders logo Parlay PC FOCUS SmartMart SmartMode SNAPpack TableTalk WALDO Web390 WebFOCUS and WorldMART are registered trademarks and iWay and iWay Software are trademarks of Information Builders Inc Due to the nature of this material this document refers to numerous hardware and software products by their trademarks In most if not all cases these designations are claimed as trademarks or registered trademarks by their respective companies It is not this publisher s intent to use any of these names generically The reader is therefore cautioned to investigate all claimed trademark rights before using any of these names other than to refer to the product described Copyright 2003 by Information Builders Inc All rights reserved This manual or parts thereof may not be reproduced in any form without the written permission of Information Builders Inc Printed in the U S A Information Builders WebFOCUS transforms the corporate Web into an unsurpassed decision support tool combining reporting and analysis managed reporting and self service and data maintenance application development in one powerful package WebFOCUS E Takes advantage of the low cost low maintenance and wide distributio
43. Micro Digital Tape Recorder m ZC Digital PDA Standard 1 m ZT Digital PDA Commercial Product Name 50000000 o poweneD 8Y WebFOCUS 34 Information Builders Sample Reports Free Form Reports A free form report presents data in an unrestricted format using a layout of your own design If your goal is to present a customized picture of a data source record on each page such as invoices or labels create a free form report Data in a free form report is embedded in the heading and footing with a hidden sort field that determines organization You have full control over placement of data on a page Position data for easy comparison and sort it for example by country so that the selected data appears on each page Align varying length decimal data for easy comparison Use the Report Painter to create a free form report Country ARGENTINA Region SOUTH AMERICA Type ST NOTES Exchange Rate 35 00 Holder Risk class Page 1 of 15 Country BRAZIL Region SOUTH AMERICA Type ST NOTES Holder Risk class Exchange Rate Page 2 of 15 Country CZECH REP Region EASTERN EUROPE Type ST NOTES Exchange Rate 1 192 45 Holder COMM Projected Return 12 110 Risk class High Balance 51 121 201 00 Page 3 of 15 Introduction to WebFOCUS 35 Chapter 3 Reporting With WebFOCUS Drill down Reports You c
44. N Distribution Server Environment Setting Action Edit Help B ola BX m a ReportCaster Server Configuration General Data Server Two Way Library MRE into Name E SS General H E Default Setting G9 JSSE Flag a e Repository Cg Security cea Trace i User Info Console Port Dserver Codepage Log Purge Period 30 Mailhost ibisrntp ibi corn Maximum Thread 3 Notify Mailhost ibisrrtp ibi com Reader Interval 1 i Recovery OFF mere Scanback 15 Webserver Codepage Introduction to WebFOCUS 99 Chapter 6 Scheduling and Distributing Information You can also configure multiple WebFOCUS Reporting Servers including cluster servers Additionally a user written external Java program can be used with ReportCaster ensuring that ReportCaster user IDs and passwords are properly authenticated without having to store passwords in the ReportCaster Repository Trusted security configurations and remote authentication are also supported A properly configured and managed implementation of ReportCaster should provide a more than acceptable level of security for any organization ReportCaster supports multiple ReportCaster Administrator IDs Depending on which products you have purchased you can perform user administration in Managed Reporting or ReportCaster When both products are installed Managed Reporting calls ReportCaster and synchronizes the user information in the ReportCaster Repository 100 Informati
45. The Report Library stores distributed reports for rapid retrieval and future use See Chapter 6 Scheduling and Distributing Information Introduction to WebFOCUS 3 Chapter 1 WebFOCUS Overview E Administration and security Administrators can manage server and client environments from Web consoles and monitor application use and control resource use with Resource Analyzer and Resource Governor A security and user management infrastructure allows administrators to define access rights and privileges and integrate with any standard Web or database security system See Chapter 7 Administering and Securing the Environment E Data access and integration With WebFOCUS and iWay Software you can combine and report on data in real time from anywhere in the enterprise regardless of where the data resides WebFOCUS and iWay Software also provide extract transform and load ETL capabilities for building data marts and warehouses See Chapter 8 Accessing and Integrating Data 4 Information Builders WebFOCUS Environments WebFOCUS Environments WebFOCUS Developer Studio provides an integrated development environment and graphical tools for prototyping and testing reporting and data update applications for the Web It puts the power of the WebFOCUS reporting language with its flexible and expressive vocabulary in a graphical interface so you can create any report you are ever likely to need Use point and click tools to create a
46. WebFOCUS Maintain you can also E Open a Maintain procedure that you created with Update Assist and customize the form in the Maintain Development Environment s Form Painter Maintain Development Environment OO x File Edit View Form Layout Tools Window Help e cH seexlc m S ea tz Ml f Local Deploy W s amp G Formi in IBFS localhost DE MyProject MyMtnPrc mnt Iof x vee rA OBN E E FE amp i NO ater amen ah igen tay Samay WV a Wid tat EA Relat et m FS fs fe GB HSMM ep eA RS hs hte O ht aes ny HORE eer a he Ceo ere ak a Properties aii ee e Fom since Te erin rp ean cg Rome Fe RTE ity Seed Eocene Riel ere eee Events eno aoe ome mec oo em 6 abn eo Woe mice oe eS Ce ae ah FA Sele hk elles See te Oe ae bt de Lb Be ne lte PRA PERE oe el St eo Backgroundimage IS bd cho Glad On0 Go DBMS Ue SHS Slo Doe oO mdi oOo os CursorPointer D Default Project Explorer E E AT AA DE e AEN MyProject m A Riis a a a a E gha ee mido o Ga um Te MyMtnPre E ated chats hades Moreen th O ee Corte Ate E S Rote ee Forms jexSb SleFlnine sax ea Ready in 0000 Colooo nuM OVR 4 E Create a complete Web based data maintenance application with a customized multi form graphical front end and all logic validation and partitioning fully under your control Using WebFOCUS Maintain graphical tools and its multi platform 4GL language you can create
47. an develop reports that drill down to other reports or graphs URLs JavaScript functions WebFOCUS Maintain procedures other programs or other locations within a report Create A basic drill down report with a link from a data value to another report or a link from a company logo to the company s home page An automatic drill down report with system generated links that follow predefined data hierarchies A conditional drill down report enables links only when a certain condition is met for example when a plant has sales of less than 100 000 A cross contextual drill down report or Knowledge Map which allows you to determine the detailed report for every value in the summary report Use the Report Painter to create drill down reports The following report shows the top three plants by sales Drill down on the Boston BOS plant to find out the top three products with respect to sales for that plant Enterprise Sales Rankings Console CONTENT FILTERS ee aes ees OUTPUT km T eB B Bos 684 743 20321 383 O OZE E5 28 4 3ORL 223528595 339 T39 1 ZT Digital PDA Commercial 160 864 512 61 2650DL Digital Camcorder 150X 81 389 637 09 13 9 120 VHS C Camcorder 40X 79 625 014 96 13 6 36 Information Builders Resource Layout Painter Resource Layout Painter The Resource Layout Painter enables you to create HTML pages that incorporate forms reports graphs and Web objects In one int
48. ancel Java Applet Window Introduction to WebFOCUS 43 Chapter 4 Developing Applications This analytical user has the following privileges Active enables the user to log on to Managed Reporting and Dashboard Create My Reports enables the user to create My Reports Shared enables the user to share My Reports with other users who have access to the same domain Advanced allows the user to create and edit Custom Reports Customizing the Managed Reporting User Interface Managed Reporting is integrated with the WebFOCUS Business Intelligence Dashboard to support organizations that use customized enterprise portals to personalize content and deliver it on a broad scale Using the Dashboard a developer can create a fully customized portal for Managed Reporting applications Customized Dashboard portals still allow administrators to maintain control over the data and ensure that authorized users receive needed information while protecting sensitive information From the Dashboard a user can Run reports either immediately or in deferred mode Create reports and graphs with Report Assistant and Graph Assistant Save and edit personal reports and graphs and enable them for OLAP analysis Share reports with other users Authorized users can Personalize the content displayed in the Dashboard view Search within domains Create a favorite reports list Access non WebFOCUS documents Schedule My Reports with ReportCa
49. anizations with a third party Enterprise Information Portal EIP already in place can provide business information to users across the enterprise integrating WebFOCUS content WebFOCUS components allow WebFOCUS to integrate quickly into EIPs Introduction to WebFOCUS 45 Chapter 4 Developing Applications Self Service Applications Every time you research airline options and purchase tickets online or access an online banking site to verify account balances and pay bills you are using a self service application By enabling users to satisfy their own needs self service applications reduce business costs eliminate paperwork and improve the accuracy of a company s data WebFOCUS Developer Studio is a Windows based environment for developing self service applications for the Web Developer Studio provides a graphical development environment that you can use to E Build and test report procedures without having to know the WebFOCUS reporting language E Generate Web pages to access the procedures without having to know HTML Deploy reporting applications to the Web E Build test and deploy a range of data maintenance applications from simple update forms created with a wizard to complex multi form applications created with a mix of graphical tools and the WebFOCUS Maintain language 46 Information Builders Self Service Applications Creation of all Developer Studio applications begins from the WebFOCUS Explorer
50. another account were added as a child of 2400 Internet Sales next week s report would automatically reflect the change in the hierarchy as well as changes to the data based on a versatile parent child declaration in the metadata Master File No adjustment would be needed to keep either the metadata or the report request up to date 32 Information Builders Sample Reports Excel Reports You can save any WebFOCUS report in Excel 2000 format for display and manipulation in a spreadsheet with sophisticated features including Report styling and drill downs Excel formulas for column totals row totals and subtotals E Fully functional Excel PivotTables A column total generated in a WebFOCUS tabular report is translated to an Excel formula by choosing EXL2K FORMULA when you save the report SUM C4 C19 Product Sales Report Product Category Product Name Sales CD Players QX Portable CD Player 85 229 123 65 Camcorders 110 VHS C Camcorder 20 X 191 838 481 42 Camcorders 120 VHS C Camcorder 40 X 226 170 902 55 Camcorders 150 8MM Camcorder 20 X 79 647 189 87 Camcorders 250 8MM Camcorder 40 X 16 661 411 04 Camcorders 650DL Digital Camcorder 150 X 213 713 924 54 Camcorders 7505L Digital Camcorder 300 X 15 012 180 01 Cameras 330DX Digital Camera 1024K P Cameras AR2 36MM Camera 8 X SS Cameras AR3 35MM Camera 10 X orre MBAS DYD Combo Player 4 Hd VCR DYD Sor DYD DVD Upgrade Unit for Cent VCR
51. ate and save while working in a domain Once saved these reports can be run or edited No other user has access to them Shared Reports are My Reports that a user modifies and saves for use by others A user with sharing privileges can run a Shared Report and copy it to his or her work space and then modify it without affecting the original report Custom Reports are My Reports that an analytical user with the Advanced privilege creates using HTML tools and a text editor An advanced user is authorized to report directly from a data source rather than using a Reporting Object and write or edit WebFOCUS code 42 Information Builders Managed Reporting Applications How to Create an Analytical User Create a new user and assign privileges with the User Administration tool Select the Users tab in the User Administration tool Click New User Enter the signon name description e mail address and password for the user Enter the password again in the Verify Password field Select Analytical User from the drop down list Pap wn a Select user privileges by clicking the appropriate check boxes 4 User Administration User Properties HREF Signon es Description Pames Casey E Mail Address evarnes inicom Password E Verify Password User Privileges Analytical Use 7 Domains IV Active _ Data Server IV Create My Reports l ReponCaster Administre IV Shared I Schedule T PDA Syne IV Advanced Create C
52. corders PDA Devices E Quantity E Line Cost Of Goods Sold Sort by Highest 1 616 472 00 Sort by Lowest 9 159 550 00 60 695 00 2 669 901 00 2 028 324 00 12 529 308 00 Graph Hide Visualization Show Panel Heip 80 Information Builders Graphing OLAP Data The hidden Selections pane opens above the report Click the arrow to the left of the Graph control Then click the check box for Quantity and toggle through the graph options until you reach the pie icon Pie charts reveal how parts of data relate to the whole x Leeseures UTES L PLANT L STATE L STORENAME Z QUANTITY amp Seay akre Jy Rudo expert x 7 Line_cocs L QUARTER MONTH PRODTYPE yw a yw a y za xi PRODCAT PRODNAME yw a xi ry OLAP Run SS Reset T PRODCAT 2 Quantity a Line Cost Of Goods Sold CD Players 1 616 472 00 Camcorders 9 159 550 00 Cameras 60 695 00 DVD 2 669 901 00 Digital Tape Recorders 2 028 324 00 PDA Devices 12 529 308 00 Click the Run button Introduction to WebFOCUS 81 Chapter 5 Analyzing Data The graph is displayed in a pane above the report You can see at a glance that PDA Devices constituted about 1 3 of digital sales at Audio Expert in Q2 eleeseare Y Larner Y L pLant L state L sTORENAME L vear Eam xi Eam xi Rudio Expert xi All yl L quarter L MONTH L proptyPe L propcat L pRODNAME
53. ctly formats it in the syntax of the relational data source system Executes the query and retrieves rows a block at a time Each retrieved row is written to the target table in a manner dependent on the logic specified in the ETL Manager Workbench Where available the Extractor Loader uses Bulk RDBMS APIs for the loading of new target tables Populates log files with error messages and significant event information such as request progress and completion statistics 126 Information Builders Data Integration How to Join Data Sources Using the Workflow Tool 1 Adda Join component to the workspace and connect it to both Source components Components 2 Double click the Join component to open it Introduction to WebFOCUS 127 Chapter 8 Accessing and Integrating Data 3 Select two like fields a Inthe Left source columns table select PROD_NUM b Inthe Right source columns table select PROD_NUM c Click Ne Left source columns Bi ight source columns ee a ee Lee taba ea te Fe PROD_NUM Centiny a ORDER_NUM CENTORD a mee PRODNAME Centiny ORDER_DATE CENTORD QTY_IN_STOCK Centiny STORE_CODE CENTORD mm PRICE Centiny PLANT CENTORD COST Centiny PROD_NUM CENTORD Calculator Delete Join conditions Conditions Eon PO For More Information See the following manuals at http documentation informationbuilders com E Way Server Administration Manual E Way ETL Manag
54. d can generate reports and build information systems Users can toggle between languages selected during installation The translatable text in all windows including the logon window is displayed in the selected language 44 WebFOCUS Business Intelligence Dashboard Microsoft Internet Explorer of x File Edit View Favorites Tools Help 5 Ob d 4n 4 5 GRAE8 898 S lectionnez le langage e P I English US Ouverture de session Managed Reporting Identifiant utilisateur Mot de passe POWERED BY Infermati f ES L Eig Local intranet Ua Introduction to WebFOCUS 7 In this chapter How WebFOCUS and the Web Work Together 10 How WebFOCUS Components Work Together 13 Reliable Scalable WebFOCUS Architecture 15 Distributing Processing Among Platforms 16 WebFOCUS Security and the Web 18 For More Information 0000000e eee 18 PA WebFOCUS and the Web To develop and deploy reporting applications on the Web you need software components that manage the flow from the time you launch a request in a Web browser to the time the results return to the browser In the few moments it takes for this to happen the request passes from the Web browser to a Web server through the WebFOCUS Client to a WebFOCUS Reporting Server that retrieves the data and processes the request The WebFOCUS Reporting Server then sends the results back to the Web
55. ders com bookstore derf html Company Address Comments Information Builders Two Penn Plaza New York NY 10121 2898 212 736 4433 Introduction to WebFOCUS DN4500510 1003
56. e Documentation Feedback form on our Web site http documentation informationbuilders com Thank you in advance for your comments Customer Support Do you have questions about WebFOCUS Call Information Builders Customer Support Services CSS at 800 736 6130 or 212 736 6130 Customer Support Consultants are available Monday through Friday between 8 00 a m and 8 00 p m EST to address all your WebFOCUS questions Information Builders consultants can also give you general guidance regarding product capabilities and documentation Please be ready to provide your six digit site code xxxx xx when you call You can also access support services electronically 24 hours a day with InfoResponse Online InfoResponse Online is accessible through our World Wide Web site http www informationbuilders com It connects you to the tracking system and known problem database at the Information Builders support center Registered users can open update and view the status of cases in the tracking system and read descriptions of reported software issues New users can register immediately for this service The technical support section of www informationbuilders com also provides usage techniques diagnostic tips and answers to frequently asked questions Information Builders To learn about the full range of available support services ask your Information Builders representative about InfoResponse Online or call 800 969 INFO Informa
57. e Information Builders Web site Parameter driven Reports The following parameter driven reporting application contains some of the many features you can add to your report including E Filters that allow you to select the data that is retrieved Profit Margin CONTENT FILTERS a 649 250 847 9 10 231 405 6 177 463 612 68 Merchandise 65 441 728 68 20 792 282 95 536 616 041 0 141 032 444 3 m ard E Sorting options for designated columns OUTPUT 119 650 430 00 st Of Goods So 458 116 750 00 6 Bi oF Output options so you can view the report in HTML Excel or PDF formats Data visualization bar graphs that illustrate trends in numeric data Report styling that includes the company logo and a background image Enterprise Console Introduction to WebFOCUS 23 Chapter 3 Reporting With WebFOCUS Want to change the report output Select EXCEL and click Run Enterprise Click on a column title to sort by that colurnn Sales Cost Profit Margin 649 250 847 94 550 532 284 00 98 718 563 94 17 9 10 231 405 61 7 841 177 00 2 390 228 61 30 5 177 463 618 68 151 297 694 00 26 165 924 68 17 3 65 441 728 68 55 669 009 00 9 772 719 68 17 6 City Video 30 792 882 95 26 208 202 00 4 584 680 95 17 5 Audio Expert 536 616 041 03 458 116 750 00 78 499 291 03 17 1 AV VideoTown 141 032 444 31 119 650 430 00 21 382 014 31 17 9 Js How to Cr
58. e a new list see Distributing Reports to Multiple Recipients on page 87 Introduction to WebFOCUS 89 Chapter 6 Scheduling and Distributing Information E Distribution File An external distribution file containing comma delimited records that is maintained outside of ReportCaster The fully qualified path and file name specified must be accessible to the ReportCaster Distribution Server Single Address The e mail address of the single recipient Depending on your mail server you may be able to enter more than one e mail address in this field Dynamic Address Creates distribution information dynamically when the scheduled job runs This is accomplished by running a WebFOCUS procedure The following schedule will be distributed to a Distribution List as an e mail attachment New Schedule ReportCaster Og x Schedule Tasks Distribution settings Distribute Reports by je Email be General Information Mail Server Name famtpserver Send all reports as attachments Message Select one report as inline message v Distribution Information Type Distribution List To Distribution List Distribution File Single Address Reply Address Dynamic Address Subject iveekiy Sales Report From OK Cancel Apply Help 4 Specify the priority level of the schedule for example 3 for medium whether to send the status of the scheduled job to a
59. e for analysis Introduction to WebFOCUS 123 Chapter 8 Accessing and Integrating Data ETL Manager Features ETL Manager provides a simple way to select correlate and aggregate information to achieve data consistency It can load applications data warehouses operational data stores online catalogs in short virtually anything from any information system in the enterprise ETL Manager enables you to Access source data in numerous formats from 14 operating systems Integrate multiple data sources into a single data warehouse Apply powerful data cleansing rules and transformation logic Aggregate data and create rollups to aid decision support Use specialized high volume data movers and loaders Schedule data source updates at user defined intervals Support scheduled synchronization of data sources View comprehensive logging and transaction statistics With ETL Manager underlying communications protocols and data source subsystems are transparent 124 Information Builders Data Integration The following figure illustrates ETL Manager processing ETL Manager Workbench E Source Data Data Warehouse Source um a Data p a5 E Source Data ETL Server The ETL Manager Workbench is a Microsoft Windows application responsible for building queries gathering data target information constructing data transformations and arranging schedules It contains the following tools The W
60. e powerful reporting with drill through to detail data in any operational source With WebFOCUS users of third party ETL tools such as Informatica or Ascential can enhance their Web reporting capabilities while fully leveraging their current IT expenditures and resources WebFOCUS ETL adapters can read metadata directly from Ascential and Informatica repositories accelerating report generation by eliminating the need to redefine table descriptions business names for columns and cube definitions 122 Information Builders Data Integration ETL Management and Data Migration ETL management and data migration make up the process of extracting data from one or more data sources designed for online transaction processing and high speed updates and copying that data into a data target data warehouse which typically stores information historically and is geared for high performance online analysis Transaction Data Data Sources Product Order Date Company Line Product Product Quantity Our Number Number Of Order ID YEAR MONTH Quantity Total Number Name In Stock Price Cost 1004 28043 2002 11 02 999999 2002 i 1 182 35 1004 2 Hd VCR LCD Menu 43068 179 00 129 00 1004 28048 2002 01 22 2011TX 2002 OL 319 40 799 62 1006 Combo Player 4 HA VCR DVD 13527 399 00 289 00 1004 28070 2002 01 12 1003TX 2002 01 279 41 076 58 1008 DVD Upgrade Unit for Cent VOR 199 199 00 139 00 1004 28117 2002 10 23
61. e the report itself the primary location for analysis 70 Information Builders Creating a Report E OLAP Automatic Drill Down ALL to enable drill downs on the sort values dimensions and numeric column fields measures R Enable Grid T on demand Paging Generate Internal CSS I use Accessibility features Section 508 OLAP Automatic Drill Down ja p Enable OLAP HIDDEN x 5 Click Save As at the left of the tab The Save My Reports dialog box opens z Save My Reports Web Page Dialog EQ Please enter a description to save 2002 Sales M Run with OLAP M Prompt for Parameters OK Cancel 6 Enter a descriptive name check Run with OLAP and click OK Introduction to WebFOCUS 71 Chapter 5 Analyzing Data 7 In Report Assistant click Run at the left of the window The following OLAP enabled report opens in your browser aj s TER B Store Name PRODTYPE Quantity 1 is AV VideoTown Analog 3 969 296 Digital Audio Expert Analog Digital 5 109 400 00 16 467 146 0 a SS a 25 092 678 0 SALSE City Video n Dista Consumer Analog Merchandise Digital 1 315 015 00 1 607 513 0 pS d 1 542 036 00 3 251 090 0 TV City T Digital Web Sales Analog Digital eMart Analog Digital ga AV VideoTown Analog You can now analyze the data in the report using OLAP tools 3 772 119 00 10 128 967 0 124 366 0 190 201 0
62. eate a Parameter driven Report This parameter driven report was created using the Report Painter Developer Studio Report Painter FILE centord Procedure PROFITMARGIN in Project Century Be x E File Edt Insert Properties Repot View Window Help l lxi w e t olma SubFooting G Forecast ty Detal Sum 8By m Acos For WWhere t SubHeading maea lp AAs ressa i Page_Nume Selected Sales Cost of Goods Sold For Store Name Page_Counl Click on a column to sort by that column Amper Fields OINFO Store Name Sales Cost Of Goods Sold Profit Margin 2 ORDER_NL Froonoen00n00b00000 111 114 177 17 111 111 111 11 W144 ATT AT 1 11 QORDER_D 222 222 222 22 E 222 222 222 22 222 222 222 22 2 22 STORE_CO Bxoooooooooooooooox 111 111 111 11 SEEME 111 111 111 11 111 111 111 11 111 i PLANT Loc 222 222 22222 EE 222 222 222 22 222 222 222 22 2 22 zf YEAR E 4 gt Name Value Name COST Alias OUR_CO Title Our Cost For Help press F1 24 Information Builders Sample Reports The Report Painter provides a graphical view of your report so you ll notice how similar the view in the Report Painter is to the report output Using the Report Painter you can Drag and drop fields anywhere in the report Add headings footings subheadings and subfootings as well as totals and subtotals Style report elements Insert images Create many different types of reports in
63. egrated process you can create reports and HTML forms by directly accessing the tools you need Report Painter Graph Assistant and Financial Report Painter from the Resource Layout Painter When you save a layout both the report and the HTML form are saved You can deploy both using the Developer Studio deploy option and they will retain their relationship For more details on using the Resource Layout Painter see Chapter 4 Developing Applications Developer Studio IBFS localhost DEV Century PRODREP 5 Double click a report placeholder to access the Report Painter and Financial igb 182 182 192 Report Painter ae MS Sans Serif x Double click a graph placeholder to access the Graph Assistant Introduction to WebFOCUS 37 Chapter 3 Reporting With WebFOCUS Deferred Reporting You can submit a long running report for background processing and retrieve the results later Once you submit a report you can continue working in WebFOCUS Use the Deferred Report Status Interface to view the report output and save the report E Deferred Report Status Microsoft Internet Explorer OF x File Edit View Favorites Tools Help 9 GAAR SH BR9R Links ZA WebFOCUS information Refresh 3 Sort By Date z 24 Hep Refresh every seconds min 5 seconds Enable Refresh 7 Date Time Submitted Description ExpiresIn Options Friday May 09 2003 employees 29 days Delete View
64. ent The graphical tools generate the powerful English like WebFOCUS language You can view source code in a built in text editor that you can also use to write or edit WebFOCUS code Introduction to WebFOCUS 41 Chapter 4 Developing Applications Managed Reporting Applications Within Managed Reporting Developers can create Web pages that enable users to view static reports run dynamic reports and create parameter driven and filtered queries for individual requests Administrators can assign authorizations that control access to corporate information This means that you can grant authorized users access to the data and reports they need while restricting unauthorized users from sensitive or confidential data Users can satisfy their own information needs by running reports or using tools to create ad hoc queries or perform OLAP analysis Managed Reporting Components Domains are the highest level of organization providing information for a particular topic such as sales inventory or personnel Standard Reports are predefined procedures that an administrator or developer creates and stores in a group folder They typically retrieve data that changes on a regular basis for example monthly inventory reports or weekly sales reports Reporting Objects provide a tailored view of a set of data from which users create personal reports in compliance with company guidelines My Reports are personal reports that users cre
65. er User s Guide 5 2 1 128 Information Builders Data Integration Introduction to WebFOCUS 129 Numerics 3D graph 66 A accessing data 22 119 120 ad hoc queries 63 adapters 120 administering ReportCaster 99 administering WebFOCUS 105 alerts 96 application processing 16 applications 41 data maintenance 60 data update and 53 Managed Reporting 42 reporting 47 self service 46 area graph 66 bar graph 66 bursting reports 87 Business Intelligence Dashboard 44 C canceling requests report 116 CenturyCorp demo 23 choosing segments to update 53 combining reports 28 compound reports 28 29 configuring servers 99 controlling resources 113 creating a project in Developer Studio 47 creating a ReportCaster schedule 88 creating data maintenance applications 60 creating HTML pages 47 creating reports 21 64 68 Custom Reports 42 customizing the Managed Reporting interface 44 D Dashboard 44 data access 108 119 120 sample questions 108 109 data adapters 120 data integration 122 data maintenance applications 41 data migration 123 data sources report 112 data update applications 41 46 data visualization 23 data warehousing 122 123 deferred reporting 38 designing user interfaces 47 Developer Studio 46 47 developing applications 41 development tools 46 47 displaying reports 63 distributed processing 16 distributing information 85 distribution file names 88 Distribution Lists 87 8
66. erver compiles the answer set 13 Introduction to WebFOCUS Chapter 2 WebFOCUS and the Web The user opens a launch page in a Web browser and selects a report The launch page through the Web server calls the WebFOCUS Client The request specifies the report procedure to be executed as well as any parameters and values required by the procedure Optionally HTTP environment parameters set by the user s connection to the Web server may be passed to the procedure The procedure name and all parameters are passed to the WebFOCUS Client which resides on your company s Web server or an optional J2EE Application server The WebFOCUS Client instructs the WebFOCUS Reporting Server to run the request The WebFOCUS Reporting Server executes the procedure The report procedure requests data from the data source for example Oracle The data source may be local to or remote from the WebFOCUS Reporting Server If it is remote it is accessed through an intermediate sub server not shown in this simplified diagram The WebFOCUS Reporting Server compiles the answer set from the data source The WebFOCUS Reporting Server formats the answer set as the requested format for example HTML PDF Excel 2000 and returns the report output to the Web server The Web server passes the report output to the user s browser The browser displays the report in an HTML page or calls the appropriate desktop product based on the file format to
67. hical reports and compound reports that merge multiple reports into a single document Drill down reports that provide links to other reports programs or locations Powerful financial reports such as income statements balance sheets and regulatory reports Reports with flexible format options for meeting user needs such as Excel PDF or HTML Styled reports with borders colors images and much more Free form reports that enable you to design the report layout Introduction to WebFOCUS 21 Chapter 3 Reporting With WebFOCUS Accessing Data for Reporting WebFOCUS natively accesses more than 85 data formats ranging from legacy to ERP to multi dimensional cubes and delivers information in real time You can also join data sources to present information from multiple sources in a single report For details see Chapter 8 Accessing and Integrating Data 22 Information Builders Sample Reports Sample Reports The sample reports in this section illustrate the ease and power of WebFOCUS reporting The graphical tools you use to create reports including the Report Painter Graph Assistant Financial Report Painter and the Resource Layout Painter generate the underlying FOCUS language for you so you can take advantage of the power of the reporting language without having to know any of it Many of the sample reports are generated from Information Builders Century Corp demo The full demo is available on th
68. ient environment Auditing tools for analyzing application usage and planning future enhancements E Preemptive governing tools to control resource consumption and ensure exceptional performance and availability WebFOCUS also complies with industry standards for high security protecting the confidentiality and integrity of information systems A properly configured and managed implementation of WebFOCUS provides a more than acceptable level of security for any organization Introduction to WebFOCUS 105 Chapter 7 Administering and Securing the Environment Managing WebFOCUS Reporting Servers The WebFOCUS Reporting Server Console enables you to remotely view and manage the server environment including multiple servers Updated IWAY 999 Full Function Server sp3 on EDAMDK3 System Windows NT 5 0 Select an option from the navigation pane to access the corresponding console page Edit Configuration Related Files E E 5 ietadata mana version File VERSION CFG d using this c K __ Workspace Configuration ar functionality Space Manag Server Startup Script er Server Profile EDASPROF PRF Trace Profile IBITRACE FEX CD FDS Profile SUPROF PRF view EDIT Communications Configuration ODIN CFG EDIT EDIT EDIT NLS Configuration NLSCFG ERR User Profile for From a single easy to use interface you can E Add and configure data adapters and create and manage adapter metadata
69. ions 11 Run the report The product numbers are now underlined and linked to the update form Click 1034 to open the form for ZT Digital PDA Commercial Century Corporation Inventory Report Product Number Product Name Quantity In Stock Price Our Cost 1004 2 Hd YCR LCD Menu 43068 179 00 129 00 1006 Combo Player 4 Hd VCR DVD 13527 399 00 289 00 1008 DYD Upgrade Unit for Cent YCR 199 199 00 139 00 1010 750SL Digital Camcorder 300 X 10758 999 00 750 00 1012 650DL Digital Camcorder 150 X 2972 899 00 710 00 1014 3408X Digital Camera 65K P 990 249 00 199 00 1016 330DX Digital Camera 1024K P 12707 279 00 199 00 1018 250 8MM Camcorder 40 X 60073 399 00 320 00 1020 150 8MM Camcorder 20 X 5961 319 00 240 00 1022 120 VHS C Camcorder 40 X 2300 399 00 259 00 1024 110 VHS C Camcorder 20 X 4000 349 00 249 00 1026 AR3 35MM Camera 10 X 12444 129 00 95 00 1028 AR2 35MM Camera 8X 11499 109 00 79 00 1030 QX Portable CD Player 22000 169 00 99 00 1032 R5 Micro Digital Tape Recorder 1990 89 00 69 00 C1034 ZT Digital PDA Commercial sasana anon saaan 1036 ZC Digital PDA Standard 2 G centiny Information ZT Digital PDA Commercial 21000 499 00 349 00 PD The information for product number 1034 is now supplied The warehouse manager can update the Quantity in Stock field to reflect the arrival of the new merchandise Introduction to WebFOCUS 59 Chapter 4 Developing Applications Doing More With WebFOCUS Maintain With
70. ions D amp B Millennium IMS DB MUMPS SAP R 3 VSAM DB2 IMS DC NOMAD SAP BW Walker Interactive DB2 2 IMS TM NonStop SQL Sharebase WDS DB2 400 Infoman ODBC Shared Medical WIIS Systems DB2 6000 Informix OLE DB SQL DS WP dBASE Ingres Omnidex SUPRA XML DBMS ISAM Oracle Sybase And more DL 1 Interplex A data adapter manages communication with the data source It passes requests to the data source and returns either answer sets or messages to WebFOCUS Every data adapter is specifically designed for the data source that it accesses 120 Information Builders Data Access You can also Create virtual fields within any data adapter This allows a developer to select a calculation as if it were simply another column in the data source Automatically join one data source to another This makes it simple for a developer or end user to request information without technical understanding of the underlying data relationships The data adapters supported by WebFOCUS plug and play with most information types Introduction to WebFOCUS 121 Chapter 8 Accessing and Integrating Data Data Integration WebFOCUS offers extract transform and load ETL tools for rapid deployment of data marts and data warehouses making it possible to Offload processing from the operational environment Facilitate analytical processing and encourage widespread ad hoc reporting Improve query performance and response times Provid
71. ist of schedules from which you can view a log report or purge a log transaction cution ID Enables you to add edit and delete Execution IDs which are valid user IDs that are used to run a scheduled Task on a specified server R Tools Globally replace values in the ReportCaster Repository Ei Logoff Logs off the ReportCaster Console a Help Opens the online help file Introduction to WebFOCUS 101 Chapter 6 Scheduling and Distributing Information For More Information See the following manuals at http documentation informationbuilders com ReportCaster Development and Administration ReportCaster End User s Manual ReportCaster and Two Way Email API for Self Service Applications WebFOCUS Managed Reporting Administrator s Manual 102 Information Builders Maintaining and Troubleshooting ReportCaster Introduction to WebFOCUS 103 In this chapter Managing WebFOCUS Reporting Servers 106 Managing the WebFOCUS Client Environment 107 Monitoring Application Usage 108 Controlling Resource Consumption 112 ENSUNNG Security 7 a eet tee See 116 For More Information 000000005 116 7 Administering and Securing the Environment WebFOCUS administrators can effectively monitor and control their Web based information systems with E A single Web console to manage multiple WebFOCUS Reporting Servers m A Web console to manage and customize the WebFOCUS Cl
72. istant M oft Internet Explorer Column Fields Sum Detail Alias A COUNTRY A10 cans mte y MODEL A24 E BODYTYPE TYPE E sEATS SEAT E DEALER_COST DCOST E RETAIL_COST RCOST E sALES UNITS B tencTH LEN ae RETAIL_COST WIDTH Des DEALER_COST 5 HEIGHT ee ree WEIGHT Sort Fields __ Across Fields To define other aspects of your request simply move to another tab 64 Information Builders Building an Ad Hoc Query E Graph Assistant creates a wide variety of graphs and charts You can identify the data to include on the X and Y axes create new data apply selection criteria and format the graph Begin a graph from the Styles tab where you select a graph style from a drop down list When you click a Graph Style a thumbnail sketch and description appear to the right of the list Z WebFOCUS Graph Assistant Microsoft Internet Explorer Styles a two dimensional chart with two dimensional bars Beveled On Tan Color To White Introduction to WebFOCUS 65 Chapter 5 Analyzing Data Here are some of the available Graph Styles Graph Style Description A line graph emphasizes trends of numerical data over time oR EEE FE X A bar graph plots numerical data by displaying rectangular blocks against a scale A pie graph shows where your data fits in relation to a larger whole A scatter graph depicts the density of individual data values to sho
73. istrators to distribute an entire report or selected sections of a report only when certain conditions are met Alerts notify users when a specified condition occurs You can create test conditions rules and then specify how often you would like these test conditions to be checked against a data source ReportCaster can then distribute a report or burst sections of that report when the test condition is true In Managed Reporting right click a Standard Report Group folder to launch the Alert Wizard Ea Repository F Data Servers gt Domains Report Assistant Graph Assistant Open Alert Wizard Search Editor Help F Delete Caster QA Properties Import External File s Caster 08 53 96 Information Builders Delivering Alert Information The Alert Wizard allows you to quickly set up test conditions that determine if an alert should be launched It also allows you to create the report to be distributed i Alert Wizard Alert Event When the Alert Testis true a report is distributed Create the report or select one that already exists New WebFOCUS Report C Select WebFOCUS Report Cancel lt Back Help When scheduling the alert using ReportCaster you can choose to run the alert as often as every 15 minutes to check for desired test conditions Alert Schedule xi Automatically Reset Continue After Alert Deactivate Schedule After
74. istribution and storage of information ReportCaster satisfies the following critical success factors for information delivery Distribution of content that drives decision making in a variety of workable formats such as HTML PDF and Excel Timely distribution on a scheduled basis or when certain business conditions occur Delivery of selected report sections to specific individuals that need them Multiple distribution methods including e mail FTP printers Managed Reporting and the Report Library Support for any number of users Facility for storing enterprise information in an organized manner A secure environment that is easy to maintain and manage Introduction to WebFOCUS 85 Chapter 6 Scheduling and Distributing Information How ReportCaster Works ReportCaster provides dynamic distribution of WebFOCUS reports WebFOCUS Server Procedures Managed Reporting Standard Reports or My Reports the results of running a URL and files for example word processing documents image files presentations or reports generated by third party tools The following illustration shows how the ReportCaster components interact when ReportCaster processes a scheduled job Request for WebFOCUS Server Procedure Process Process Reporti Reque Users Developers and R Be Managed Reporting Administ ators c Procedure The ReportCaster Distribution Server is a Java application that governs the proces
75. ith Managed Reporting s Deferred Receipt feature E Configure the initial configuration file used to locate WebFOCUS Script WFS files and perform optional functions such as setting tracing options E Change global WebFOCUS Client settings and customize WebFOCUS Client settings for a specific user or request E Configure National Language Support NLS This setting specifies the language of the data the client accepts for example 137 U S English Introduction to WebFOCUS 107 Chapter 7 Administering and Securing the Environment Redirect report output E View and delete WebFOCUS Client trace files Monitoring Application Usage Resource Analyzer helps administrators analyze and fine tune their WebFOCUS applications Resource Analyzer monitors data usage activity by collecting attributes of requests and storing them in databases It automatically keeps track of the request which data sources and columns are accessed when the request was run how long it took to run which resources it consumed and more Resource Analyzer allows you to report on and analyze end user request traffic Sample Data Access Questions Getting answers to even fairly simple questions helps you reduce system usage costs improve query performance reduce administrative efforts increase Information System service levels to end users and improve effective use of information by end users Resource Analyzer helps you answer the following q
76. mages E3 Matris 56 Information Builders Self Service Applications To link product numbers in the report to the update form right click PROD_NUM and select Options Click the Drill Down tab a Choose Column Data to restrict the drill down to data excluding the title b Choose Maintain Procedure to execute the Maintain procedure when a user clicks a product number in the report c Supply the name of the Maintain procedure INVINFO Click Add to define a drill down parameter to pass to the Maintain procedure e Name the drill down parameter INVINFO_PROD_NUM_Edit The first two values specify the segment and key field Edit is the variable Maintain is expecting Introduction to WebFOCUS 57 Chapter 4 Developing Applications f Click the Field option button and choose PROD_NUM then click OK Style Drill Down Sort General Active Object _ Drrilldown Definition Colum Data E Maintain Procedure x Copy Title Style To Data Copy Data Style To Title Applying to Condition Procedure Name Condition Rule Unconditional Move Condition Up Move Condition Down Clear Associated Styling Edit Conditions Drill Down Parameter 3 E xi Parameter name OK NVI NFO_PROD_NUM_Edit Cancel AE T Parameter value Field C Constant value JPROD_NUM x 10 Close the procedure and save it 58 Information Builders Self Service Applicat
77. mple REPOS 2c sees knees beeewndieesd bee bie ede ee Ree nee e ew ee weeny 23 Parameter driven Reports 000 0 eee ee eee 23 Graphical REPONS is c42 4 diem oon Se ome eeteee od kine eee beeoe enya ee 25 Compound Reports ssassn cess sewaee Seb Rek Eee ee pewee se Sede w Ra 28 Financial NeDONScies2 d lt 6 pense evi ees wekad eee es Pee e eee Eee 30 Excel Reports 5 22 Kee neennee are sie ss Re Ssee ce Shae aera ans ane 33 Free Form CDONS lt icenc6 te2eni bi doetedesaewde ire tGerG0sSo45ne 35 Drill down Reports 2c210 23cecerpedassadd daken eiaddaes HOR RSS KEE 36 Resource Layout Painter 26s be034 540585006 Ge daees eee eee ese tews 37 Deferred Reporting 124c2 40000s5 5440305 died eeeeeedssdsdeiteaciness 38 Navigating a Long Report o cascs2 20 beat Ook eee eee ee ee es Sea 39 For More IMOnngions 422 58 Sind ee Seiaedee heeled di deleesthenees 39 4 Developing Applications ccasiceeecckeisedsde scene er eee wane eee es 41 Managed Reporting Applications 0 0 ee 42 Customizing the Managed Reporting User Interface 44 Enterprise Information Portal Integration 0 000 e eee eee 45 Self Service Applications 0 00 e ee eae 46 Designing a Reporting Application 0 0 eee 47 Designing a Reporting and Data Update Application 53 Doing More With WebFOCUS Maintain 0 00000 ee eee 60 For More Information sc lt oen2tedteeveasendebereease
78. n capabilities of the Internet and of corporate intranets and extranets E Provides dynamic reporting and publishing via the Web from over 85 data sources including legacy data and data in packaged applications E Is the engine for production class self service applications at hundreds of leading corporations universities and government agencies around the world The WebFOCUS options available at your site depend on your purchase selections See your Information Builders representative for more information Who Should Use This Book Introduction to WebFOCUS is intended for any reader who wants to become more familiar with the capabilities that WebFOCUS offers your business We recommend that you have a basic understanding of the Internet and the World Wide Web and that you are familiar with the applications used to access these environments such as Web browsers and Web servers How to Use This Book Chapter 1 serves as a road map for the topics in this book Start here and then read other chapters that are of interest to you We ve included diagrams and sample windows to illustrate the ease of use you ll find with WebFOCUS At the end of each chapter is a list of the documentation that provides the details about the features described in that chapter Our examples use the scenario and file descriptions included in the WebFOCUS Century Corporation demo Access this demo on the Information Builders Web site at http www informationb
79. n gt Please select a year 2002 z Submit 2001 C 2000 Reset r 1999 1998 Product Name Line Total Line Cost Of Goods Sold Profit Margin 110 VHS C Camcorder 20 X 15 974 658 33 14 541 600 00 150 8MM Camcorder 20 X 6 344 989 64 6 022 560 00 250 8MM Camcorder 40 X 1 111 660 98 1 109 120 00 650DL Digital Camcorder 150X 17 469 940 20 16 523 830 00 8 View the report Click a link in the report to see the graph in the target frame ZJ HtmiPage Microsoft Internet Explorer olx Ht EEEL Took Help e 4 gt OP AOE SIE a HARIR Address http localhast egi bin ibi_cai webapi dil x Go 1 819 323 00 ie CO Player R5 Micro Digital Tape Recorder _ 2 822 736 64 2 639 319 00 07 ZC Digital PDA Standard 1 748 203 18 1 714 863 00 02 Fal 45000000 40000000 35000000 30000000 3 25000000 2 20000000 45000000 10000000 5000000 o smeh e S e ee 5 lt 2 g z a a m 3 i s 3 8 g g De Store flame X 4 gt rowene gt sr WebFOCUS enman Applet graph started F Local intranet Z 52 Information Builders Self Service Applications Designing a Reporting and Data Update Application Businesses today operate in a complex and interconnected way so after analyzing information you may need to take immediate action WebFOCUS closes the loop between analysis and action by combining repo
80. nd style drill down reports compound reports financial reports graphical reports and more Design the HTML front end pages that contain these reports along with graphs images and text and add frames check boxes option button groups and drop down lists without writing HTML code For example design a page with your company logo and other images and a styled financial report along with a drop down list so the user can control report content Gentury aN Select Region Profit Before Tax 2 769 547 39 Sales Revenue 180 076 225 59 179 498 322 69 32 samanas 374 3408749560 851 ee Introduction to WebFOCUS 5 Chapter 1 WebFOCUS Overview WebFOCUS Managed Reporting is an integrated reporting environment for business intelligence and information delivery It provides end users with secured access to personalized information In a tailored interface they can run predefined or shared reports modify supplied reports to meet changing content needs and perform ad hoc reporting and Online Analytical Processing OLAP analysis ReportCaster a feature of Managed Reporting schedules and distributes information in real time via e mail print the Web or wireless device A Managed Reporting developer can deliver a Standard Report to end users through a fully customized interface jomai gt Gqa QR9S 5 aa aA Logoff Personalize Domain Search Deferred Status Help Pubmit Refresh umwe
81. olume Requests Report Date 09 09 2003 Server Name DEVITA XP Date Range 01 01 1995 09 09 2003 Average Average Average Elapsed Procedure Name Rows Os seconds CENTTB10 633656 634404 o4 O CENTTBO1 68672 E 73006 2 ETLC 63672 E 69304 1 110 Information Builders Monitoring Application Usage Dormant Data Report Dormant data or data that is infrequently accessed can be a burden on your site by slowing down response time Identifying data sources and columns that are rarely or never queried and can be deleted or archived can greatly improve system performance Dormant Data Summary Data Source Level Report Date 02 17 1999 Server Name EDASERVE Date Range 01 20 1998 02 17 1999 Number Number First Last Days Data Source Data Type Requests Users Access Access Since Used Never Usg botaddr EDA 0 aaao eof oe fe oe teak 0 ZZZ D botline EDA 0 D ook okk 0 Liz D botlog2 EDA 0 D tok ok kkk 0 ZZZ Additional Resource Analyzer Reports Resource Analyzer also provides the following reports E The Data Sources report shows how data sources are being accessed the activity patterns at your site and the earliest and latest access dates as well as detailed information such as column use in relations sorting and grouping The Users report shows information about the users at your site such as how many requests each user submits the dates and resource consumption of those requests and the data s
82. on Builders Maintaining and Troubleshooting ReportCaster Maintaining and Troubleshooting ReportCaster ReportCaster provides the following maintenance and troubleshooting features E Log Reports tell you whether a scheduled job executed successfully when the output was distributed to whom and in what format and the method of distribution Job Process Log Report Job Description Human Resources User chuck Starting worker thread ekg eee Starting task Human Resources Report Start Time 2002 11 20 02 58 02 OGL gid e ie a End Time 2002 11 20 02 59 02 Retrieving MRE report app humanres Connecting to server EDASERVE with static execution id Executing focexec Task finished human resources report htm distributed to chuck_hill bicom E Tracing a ReportCaster request produces a detailed sequence of statements stored in trace files that describe ReportCaster events as they are executed If a problem occurs trace files help you pinpoint when the problem occurred and what went wrong ReportCaster Console is an interactive administrator s tool used to maintain and view schedule and log information stored in the ReportCaster Repository Info Generates a list of scheduled jobs that are in the ReportCaster I 7 Status Distribution Server queue From this list you can delete a job ssid change its priority or run a log report Generates a list from which you can view run or delete a schedule zeA LOG Generates a l
83. orkflow tool is a workspace in which you can create your ETL request by adding data sources joins filters sorts mappings and a data target E The Scheduler tool enables you to select the date time and repetitive interval for ETL request execution E The Dependencies tool enables you to schedule an ETL request to execute immediately when another ETL request finishes executing E The Procedures tool allows you to specify remote procedures to run as part of the ETL request Introduction to WebFOCUS 125 Chapter 8 Accessing and Integrating Data The ETL Server includes E The internal data store which contains request run time statistics and logging E The Scheduler which can be configured to wake up every one to n minutes reads the ETL requests scheduled to run For those requests the Scheduler concurrently executes the Extractor Loader After all scheduled requests have been executed the Scheduler updates the internal data store with appropriate statistics and goes back to sleep until the next time interval E The Extractor Loader which performs the following tasks Reads the ETL request details such as security rules extraction information query information and target warehouse parameters Prepares the data target to receive data If the table exists data will be populated dependent on the append update rules specified in the ETL Manager Workbench If the table does not exist the Extractor Loader corre
84. ources certain users access most frequently The Procedures report shows a variety of information about the procedures used to submit requests including actual request syntax You can also create your own custom reports using tools provided by Resource Analyzer Introduction to WebFOCUS 111 Chapter 7 Administering and Securing the Environment Controlling Resource Consumption An administrator can use Resource Governor to monitor control and report from multiple servers in a distributed data warehouse environment For example you can E Use Resource Governor s Usage Monitor to gather statistics about how data is accessed and used E Define site specific thresholds that control the amount of resources a request can use against a specific data source E Build rules about how to govern a request against a specific data source Resource Governor uses these rules when inspecting each request allowing requests within acceptable limits to process and stopping any request that exceeds the resource threshold The following diagram illustrates Resource Governor processing Usage Monitoring Database Web Server WebFocus gt secret E WebFOCUS Ear Yes Request Client Server Sent fo s No Request a processing cancelled Web gt P Browser i Allow to run 112 Information Builders Controlling Resource Consumption Reporting With Resource Governor Using Resource Governor
85. plication programs WebFOCUS serves the needs of a wide range of users from developers who require powerful tools for building complete Web based applications to analysts who create reports to analyze data on the fly This book introduces you to the comprehensive integrated set of WebFOCUS tools that support the developers administrators and users of Web reporting applications Introduction to WebFOCUS Chapter 1 WebFOCUS Overview WebFOCUS Enterprise Information Platform WebFOCUS offers comprehensive functionality to satisfy the information needs of the broadest range of users Data Warehouses Relational Data Applications Legacy Systems BELET ASE Management amp Administration Development Data Warehousing Architecture WebFOCUS Enterprise Information Platform Reporting Query amp Analysis Delivery amp Management Closed Loop Executives K Developers P gt it Xe n Nontechnical Power A T Users Analysts Users Business Partners g 2 Information Builders What WebFOCUS Can Do For You What WebFOCUS Can Do For You You can depend on WebFOCUS for Secure Web based processing To develop reporting applications for the Web you need software components that manage the flow from the time you launch a request to the time the result returns to the browser WebFOCUS manages that process seamlessly and securely See Chapter 2 WebFOCUS and the Web Reporting Web
86. pment tool Forms enable users to choose the fields and options to include in a report using objects such as text entry fields radio buttons and check boxes Take advantage of advanced features such as multi select lists dynamic lists and frames which enable you to create a frameset that displays a form on the left side of the page and the report results on the right Introduction to WebFOCUS 47 Chapter 4 Developing Applications The following example shows how to create a user interface with the Resource Layout Painter The interface contains a report parameters that you can select and a graph that you drill down to from the report The example uses the CENTORD data source and an existing drill down report 1 Open the Resource Layout Painter Launch Developer Studio and create a procedure in a Project folder Right click the Procedures folder select New and then Procedure Enter a name for the new procedure in the File name field and select Resource Layout Painter as your creation tool Click Open Developer Studio IBFS localhost DEV Century PRODREP ol x gt Eile Edit Insert View Tools Window Help 18 a x a 7 1 o m e I peax aele Ble Properties afx Gigs geen is Fas GE AE nena glee eee B HmPage z al Value il HtmlPage 2000 2000 Back Color 1gb 255 255 255 Text Color Font MS Sans Serif GI Bd Parameters BE Control Control Name Type Parameter
87. rop down menus shields you from technical complexities while providing maximum flexibility as you create a query To see report or graph output all you need is a Web browser Use Online Analytical Processing OLAP to view and quickly interact with data in order to make critical business decisions You can conduct your search from the report itself supplemented by the OLAP Selections pane to select values for one or more fields and the OLAP Control Panel to perform specialized searches Save or display a report generated with WebFOCUS as an Excel spreadsheet a PDF document or a My Report with your customization Introduction to WebFOCUS 63 Chapter 5 Analyzing Data Building an Ad Hoc Query To access the Report Assistant or Graph Assistant in Managed Reporting double click the domain that contains the Reporting Object to be used as the basis of the report Right click the Reporting Object and then select Report Assistant or Graph Assistant E Report Assistant creates tabular reports You can identify the data to include in a report create new data from existing data apply selection criteria to the data to limit and focus the output and format and style the report Begin building a query in the Fields tab by selecting fields from the data source to include as columns in the report Indicate whether you want to add the field s values together Sum or display the values individually Detail z WebFOCUS Report Ass
88. rts and data update capability in one application This example shows how to create an update form that performs add update delete and search functions and links it to a report An authorized user analyzes data in the report then drills down to the form to make changes to the data Analysis Century Corporation s best selling product is ZT Digital PDA Commercial Unit To ensure that the stores supplied by Century Corp are fully stocked manufacturing has been accelerated When the new merchandise arrives at the warehouse you want the manager to be able to quickly update the quantity in stock so she can begin distribution to stores Action Link an inventory report created in the Report Painter to a form created with the Update Assist The form updates inventory information in the CENTINV data source which contains inventory data for the fictional Century Corporation 1 Create the Update Assist project Create a project called update from the Developer Studio Explorer Add the IBINCCEN directory to the project for access to the data source CENTINV Add CENTINV to the project 2 Run the wizard Right click CENTINV in the Master Files folder and choose Update Assist Introduction to WebFOCUS 53 Chapter 4 Developing Applications 3 Select Segmeni s for Auto Update In the top pane select the lowest segment to auto update in this case INVINFO is the only segment The INVINFO segment appears in the Segments pane Select
89. rts and graphs returned by a query after an application has been deployed WebFOCUS is certified with Microsoft Internet Explorer However there is limited support for Netscape 7 for self service applications and Standard Reports run in the Business Intelligence Dashboard public view There is an ongoing initiative to increase support for Managed Reporting and self service applications under Netscape Introduction to WebFOCUS 11 Chapter 2 WebFOCUS and the Web The Web server handles requests by fetching HTML files from and returning them to the browser When Web pages contain calls to the WebFOCUS Client the Web server launches the WebFOCUS Client which collects variables and sends the request to the WebFOCUS Reporting Server WebFOCUS works with any standard Web server that supports the selected WebFOCUS Client option CGI ISAPI or Java servlets These include Sun BEA Microsoft IBM and NCSA compatible Web servers The application server processes user interface logic runs servlets and compiles Java Server Pages JSP The WebFOCUS Client resides on the Web server or J2EE Application server It may be implemented as a Common Gateway Interface CGI program an Internet Server API ISAPI program for Microsoft IIS Web servers only or as Java servlets the choice is made at installation time All options function identically to package the request for the WebFOCUS Reporting Server Included with the WebFOCUS Client is the iWay
90. s intelligent decisions to be made concerning which portion of the data should be archived for efficient use of system storage Additional Questions to Ask With Resource Analyzer Which users are running requests When are users running requests Which users consistently execute long running requests Which users consistently grab very large answer sets When are data sources being accessed When are data sources not being accessed Which requests use which data sources Introduction to WebFOCUS 109 Chapter 7 Administering and Securing the Environment Reporting With Resource Analyzer Resource Analyzer generates many tabular and graphical reports for resource and performance analysis including the E Long Running Requests Report E Large Volume Requests Report E Dormant Data Report Resource Analyzer reports often contain drill down links to detailed information Long Running Requests Report This report shows procedures with long running requests that use excessive resources Long Running Requests Report Date 09 09 2003 Server Name DEVITA XP Date Range 01 01 1995 09 09 2003 Average Average Elapsed CPU Average Average Procedure Name Seconds Seconds Rows Os CENTSQ11 120 D 117 E 25a ll 1484415 CENTTB10 04 37 i 633656 Ss 634404 M CENTSOQ05 20 W 13 E 16 23767 Large Volume Requests Report This report shows procedures with large volume requests that return more data than necessary Large V
91. s of submitting and distributing a scheduled job When the scheduled job is a E WebFOCUS procedure the ReportCaster Distribution Server submits the scheduled job to a WebFOCUS Reporting Server The WebFOCUS Reporting Server runs the procedure retrieves the data creates the report and returns the report to the ReportCaster Distribution Server which distributes the output E URL the ReportCaster Distribution Server runs the URL and distributes the content that is returned E File the ReportCaster Distribution Server reads and distributes the file ReportCaster can support multiple WebFOCUS Reporting Servers 86 Information Builders Distributing Reports to Multiple Recipients Distributing Reports to Multiple Recipients Scheduled output can be distributed to a single recipient or multiple recipients The Address Book allows you to create a Distribution List containing the addresses e mail FTP or printer of multiple recipients The Distribution List may then be assigned to a schedule When creating a Distribution List you can target relevant sections of a report to individual users ReportCaster can burst reports according to sort variables Each section is then distributed to a different specified address You can send several report sections to one destination or you can send one report section to several destinations Specifying Burst Values in a Distribution List This sample window shows how to specify bur
92. same documents and limits versions to a specified number Expiration Sets an expiration for storing content You can store content for a specific number of days weeks months or years Categorization Organizes documents in a logical manner Security Defines which users can access specific content in the library E mail Notification Sends an e mail to users when a new file is added to the library and provides them with a direct URL link to the information Accessing and Using the Report Library The following are guidelines for accessing and using the Report Library 1 Create users and groups and assign them privileges to the Report Library The following user is created by the Managed Reporting User Administration tool User Administration User Properties HREF Signon Description E Mail Address Password Verify Password User Privileges IV Active JV Greate My Reports I Shared T PDA Sync MV Advanced oreo Peck Hill chuck Hiei com Administrator Domains lV Data Server IV ReportCaster Administrator M Schedule I Report Library Create Cancel Biel x 92 Information Builders Storing Enterprise Information Using the Report Library 2 Add the users and groups to a Library Access List which authorizes them to view specific content in the Report Library Create New Access List Beles Access List Name Baes Team CS Description eee Access List
93. see the Administering and Securing the Environment chapter For More Information See the following manuals at http documentation informationbuilders com E WebFOCUS and ReportCaster Installation and Configuration manual for your platform E Best Practices guides E Enterprise Implementation Considerations for WebFOCUS Reporting E Enterprise Implementation Considerations for Managed Reporting E Enterprise Implementation Considerations for ReportCaster 18 Information Builders WebFOCUS Security and the Web Introduction to WebFOCUS 19 In this chapter Accessing Data for Reporting 22 Sample Reponse eea ee e e a a ve ae 23 Resource Layout Painter 37 Deferred Reporting 000202 enna 38 Navigating a Long Report 4 39 For More Information 0 00 39 7 Reporting With WebFOCUS With a fully integrated suite of intuitive graphical tools you can create reports from any data anywhere and make them available to users inside or outside the enterprise via intranet extranet or Internet applications For example you can create a self service application that offers airline customers up to the minute schedules and price information or you can create an Executive Information System that enables Human Resources staff to retrieve current training education and certification information Use WebFOCUS to develop Parameter driven reports grap
94. specified e mail address using ReportCaster s notification option and whether to zip the scheduled output e mail only 90 Information Builders Creating a Schedule to Distribute Information The following schedule sends a brief notification to Adam Abernathy when an error occurs distributing the scheduled output A brief notification sends the schedule ID and job description plus messages such as Completed Successfully This option is useful when you are sending notification to devices with limited memory such as pagers and cell phones g amp New Schedule ReportCaster OF x Schedule Tasks Distribution Settings Priority Level for the Job 1 2 3 4 5 Cc C O Cc Notification Notification will be sent out on Error z From Chuck Hil bicon Subject Saes Reet sss Brief Notification To adam Abernathy ibicom Full Notification To Zip File for Report J Add Reports to Zip File File Name OK Cancel Apply Help 5 Click OK The scheduled output will be distributed on the date and time you specified Introduction to WebFOCUS 91 Chapter 6 Scheduling and Distributing Information Storing Enterprise Information Using the Report Library The Report Library enables you to store and manage content distributed by ReportCaster for rapid retrieval and future use Key features of the Report Library include Versioning Saves multiple versions of the
95. st values when creating a Distribution List Using the sales report s primary sort field values Northeast Southeast and Southwest each representative s e mail address is associated with the relevant report data Since Adam Abernathy needs only the data for the Northeast branch the sort value Northeast is listed in the Burst Value column opposite his e mail address However Chuck Hill works in both the Northeast and Southeast regions Since he requires data for both regions his e mail address is listed twice with a burst value for each region opposite his address B Distribution List Sales Team Iof x Action Edit Help Bix 4 oe w e Access Pubic x Distribution Method feral 7 Burst Value amp Address Northeast Chuck_Hill ibi com Adam_Abernathy ibi com Chuck_Hill ibi com Cathy_Flosler ibi com Introduction to WebFOCUS 87 Chapter 6 Scheduling and Distributing Information Creating a Schedule to Distribute Information ReportCaster runs and distributes output based on the schedule you create 1 When you click the Create a New Schedule link the Schedule tab is the first to display This is where you specify the job description the run intervals and the date and time you want the schedule to run The schedule can run once or repeatedly on any day at any time KEN New Schedule ReportCaster i0 Schedule Tasks Distribution Settings At 02 18 PM on 11 11 2002 S Description Sales Repor
96. ster Respond to Two Way Email 44 Information Builders Managed Reporting Applications A Customized Dashboard Use the Dashboard View Builder to customize the Managed Reporting interface E Choose a template with favorite colors or add an image to the banner such as a company logo E Position certain Dashboard items such as the banner E Write a message of the day E Create a toolbar with links supported by the Internet or intranet augan 48 8089 st Logoff Personalize Domain Search Deferred Status Help Pubmit Refresh osm Gentury Century a a P a SF i EZA Financial Customer a Internal Process ads Learning and Growth ram es E w A Financial Overview 2002 Profit rata Actual Budget Variance Prior 2 Prior Accounts Receivable 1 200 473 06 1 260 496 72 60 023 86 1 122 442 34 20 88 Inventories 1 829 190 18 1 920 649 69 91 459 51 1 710 292 82 27 81 Prepaid Expenses 591762 6 213 51 295 89 6 532 98 13 90 12345 6 7 8 9101112 lt Month Current Assets 3 356 633 12 3 524 464 79 187 831 67 3 138 461 97 90 37 2002 Revenue Property and Equipment 1 590 516 44 1 670 042 27 70 525 83 1 487 132 87 48 66 Miscellaneous 244 357 66 266 575 54 12 217 88 226 474 41 27 81 Total Assets 221 112 62 5 482 168 27 261 055 65 4 881 740 30 173 80 12345 67 8 9101112 moe Run on 124202153004 POWERED BY WebFOCUS ar 2 Enterprise Information Portal Integration Org
97. t Run Interval Start time fonce 02 18 Pm Advanced A Monday November 11 2002 x IV Enabled Scheduled job runs at specified time OK Cancel Apply Help 88 Information Builders Creating a Schedule to Distribute Information 2 Create a Task WF Server Procedure Standard Report My Report URL or File to be distributed If you are distributing scheduled output using the e mail or printer distribution method you can create multiple Tasks within a single schedule Enter information such as security credentials for accessing the WebFOCUS Reporting Server that will run the report the format of the report and whether to burst the report amp New Schedule ReportCaster JO x Schedule Tasks Distribution Settings h New Task ReportCaster Lx Task Name Task Type ny Report ks Server Procedure Standard Report Server Name HANAL Scheduling Ol Execution ID My Report Advanced URL File Domain Folder l Password Report Distribution Information I Burst Report Report Format fatwa hd Save Report As BeA Cancel Hep OK Cancel Apply Help 3 Select the method by which to distribute the scheduled output for example e mail Also specify whether to distribute scheduled output to a E Distribution List Select an existing Distribution List or access the Address Book Interface to creat
98. ta nalog 1 111 421 105 983 108 221 115 102 97 128 74 737 78 449 72 126 66 156 57 944 50 076 53 275 41 307 39 515 36 306 29 627 27 377 25 897 28 064 250 00 25 092 678 00 24 990 368 00 24 971 512 00 21 152 262 00 16 789 403 00 16 467 146 00 14 000 951 00 13 867 709 00 11 868 758 00 11 210 406 00 11 190 923 00 10 128 967 00 9 383 389 00 8 308 647 00 6 732 303 00 928 507 00 916 936 00 74 Information Builders Analyzing Data With OLAP Tools 4 Both stores recorded their highest sales in June 06 Let s filter out the other stores and focus on Audio Expert in June Click the Audio Expert link Elmont Bi store name BiproptvPe Slauantity Line cost of Goods Sold O6 Audio Expert Digital 42 473 1111911200 M o6 ela Digital 45 895 10 518 058 00 MEM 05 Audio Expert Digital 36 505 8 930 97400 ME 04 Audio Expert Digital 32 443 8 014 164 00 M 04 eMart Digital 35 336 7 797 16200 D 05 eMart Digital 33 871 6 656 292 00 EE 04 eMart Analog 27 584 6 061 370 00 ME 05 eMart Analog 24 253 5 728 792 00 E 04 Audio Expert Analog 24 312 5 087 601 00 EE 06 eMart Analog 22 900 4 999 241 00 E 05 Audio Expert Analog 17 073 3 606 229 00 EEE 06 Audio Expert Analog 16 559 3 174 928 00 E 05 TCi Digital 10 296 2 745 088 00 EE 06 AV VideoTown Digital 11 466 2 507 452 00 EE 06 IWCity Digital 9 848 1 997 234 00 W 04 IVCity Digital 9 483 1 989 981 00 W 05 AVVideoTown Digital 7 336 1 728 971 00 E 04 AV
99. ted invinfo mnt 8 Set Summary window options Verify the selected summary of options Click Automatically run this project when you press Finish Introduction to WebFOCUS 55 Chapter 4 Developing Applications WebFOCUS Maintain creates and deploys the update application and displays the form based on your specifications The message Record not found appears because the Maintain procedure is expecting a passed value for PROD_NUM the key field That will happen only after you link the form to a field in the report Link the form to a field in the report An existing inventory report is stored in the update project it uses the same data source as the Update Assist wizard CENTINV The report looks like this in the Report Painter Object Inspector Special Fields Page_Numt Century Corporation Page_Coun Inventory Report Amper Fields y p INVINFO L PROD_NUV i i PRODNAME Product Number Product Name Quantity In Stock Price Our Cost i QTY_IN_ST AO A00000000000000000000000000000 1111111 111 111 111 11 111 111 111 11 me PRICE Price B30000000000000000000000000000 2222222 222 222 222 22 222 222 222 22 i COST Our Box A30000000000000000000000000000C 1111111 114 111 111 11 111 111 111 11 z 0000000000000000000000000000C H PRODCAT B 2222222 222 222 222 22 222 222 222 22 s aE Name Qualified Alias Title Product Properties Fields Sort Groups Ki gt Y Report Ze Source HF I
100. the check box then click Next Update Assist Step 1 of 6 Select Segment s for Auto Update 54 Information Builders Self Service Applications 4 Set Segment and Field Options In the Update Segment Options pane set Update and Delete to Yes In the Field View Options pane set Changeable to Yes for all data source fields except PROD_NUM which is a key field Click Next Update Assist Step 2 of 6 Segment amp Field Options EI Update Segment Options Display Name Name Update Delete Partial Key INvinro INVINFO No Yes Yes B No Field View Options Segment INVINFO Display Name Name Visible Changeable Validation amp Product Number PROD_NUM ves E No BNA Product Name PRODNAME ves Yes A Automatic Quantity In Stock QTY_IN_STOCK Yes ves A Automatic he Price PRICE ves ves A Automatic Bey Dur Cost COST B ves ves A Automatic si PRODCAT PRODCAT ves N A B NA f PRODTYPE PRODTYPE ves E N A BNA Single Record View lt Back Cancel Help 5 Set Navigation Options Select No key values required This generates a Maintain form to be called by the report with current values supplied for fields that can be updated 6 Set Template and Style Options Select a color scheme from the supplied examples 7 Set Output File Options Review the list of files that the application will update Since the data source has one segment only one file is lis
101. tion Builders Consulting and Training Interested in training Information Builders Education Department offers a wide variety of training courses for this and other Information Builders products For information on course descriptions locations and dates or to register for classes visit our World Wide Web site http www informationbuilders com or call 800 969 INFO to speak to an Education Representative Introduction to WebFOCUS vi Information Builders 1 WebFOCUS Overview s lt do sctdeseibivetii eeniediiateteahigbesgensieeeiaus 1 WebFOCUS Enterprise Information Platform nannaa anaana 2 What WebFOCUS Can Do For YOU 2s acae8 vi Gas Ueaweetided feewd eae eae 3 WebFOCUS Environments lt 22 222ciupiccdewes sens cdedd oseubieudiands d4 5 WebFOCUS in a Global Marketplace 0 000 eee ee 7 2 WebFOCUS and the Web 22 csscecceeesee dens teeeeeesew neta cee seudauad 9 How WebFOCUS and the Web Work Together 00 e eee eee 10 How WebFOCUS Components Work Together 00 eee eee 13 Reliable Scalable WebFOCUS Architecture 0 0 00 c eee eee ee 15 Distributing Processing Among Platforms 0 0 cee eee eee 16 WebFOCUS Security and the Web 0 00 cece eee eee 18 For More Information 2 sveGteds xeeeese teas eres ag tead tava eeaoes S 18 3 Reporting With WebFOCUS 00 2 cece eee eee 21 Accessing Data for Reporting 0 00 c eee ee 22 Sa
102. uestions Question 1 What are the implications of storing request results For example how much report writing is done via browser display and how much report output is saved to disk Importance Knowing how much output is saved to disk provides estimates on temporary disk space requirements Question 2 Which requests run the longest Importance Long running requests are typically good candidates for performance tuning improvements Reorganizing logic or even the simple addition of an index can save hours of processing time for a single request You can schedule long running requests to run at off peak hours to reduce the performance impact on the overall system 108 Information Builders Monitoring Application Usage Question 3 How frequently are certain requests run Importance The same request run multiple times by different users each producing the same output could be executed once with distribution of the report to the necessary users Question 4 What data is not used at all Importance You can delete or archive unused data thus reducing disk space usage and improving request performance Evidence of unused data may also indicate that the report that generates the data needs to be improved Question 5 What time periods are being accessed Do users examine only the last five of the ten years made available Do users visit the archive Importance Information about which data is used allow
103. uilders com Related Publications Visit our World Wide Web site http documentation informationbuilders com to view the latest information on our publications and to place an order You can also contact the Publications Order Department at 800 969 4636 Introduction to WebFOCUS iii User Feedback Introduction to WebFOCUS defines a different type of publication for Information Builders This book represents a corporate effort to bridge the product software and the traditional technical documentation In designing this book we have departed from our technical documentation format and writing style in an attempt to achieve the following goals E Produce a book that is fun and easy to use E Enable a user to quickly visualize how to interact with the product E Meet the high standards we set for all documentation products This book represents a total department effort Each member of the Documentation Services staff was involved in the planning writing editing or formatting of this book In addition to Documentation Services Introduction to WebFOCUS could not have been produced without the technical knowledge and guidance of the WebFOCUS Project Management team We would like to know what you think of this publication and invite you to contact us with your feedback Please use the Reader Comments form at the end of this manual to relay suggestions for improving the publication or to alert us to corrections You can also use th
104. values panel Root Row Type GL_ACCOUNT Title Actual Planned Increase 1000 Profit Before Tax S E 2000 Gross Margin Revenue 2100 Sales Revenue H E 2200 Retail Sales 2200 Retail Sales 11111 11111 11111 2300 Mail Order Sales B E 2400 Internet Sales 34 2200 Retail Sales 11111 E 2410 Internet E 2420 Internet r 2430 Internet Vi 2300 Mail Order Sales 11111 E 2440 Internet 3 2450 Internet vi 34 2300 Mail Order Sales 11111 2500 Cost OF Goods Sold H E 2600 Variable Material Cost 2400 Internet Sales 11111 2700 Direct Labor Bune 2800 Fixed Costs E 3000 Total Operating Expenses 3100 Selling Expenses H E 3110 Advertising 34 2100 Sales Revenue 11111 3 3120 Promotional Expenses E 3130 Joint Marketing Cost of Goods Sold 3140 Bonuses Commisions 2500 Cost Of Goods Sold 11111 H E 3200 General Admin Expense E 3340 Warranty cca so00 Total R D Costs 4 2500 5100 Salaries 5200 Misc Equipment 34 2400 Internet Sales 4 2000 Gross Margin 11111 Expenses 4 3000 Total Operating Expe 11111 94 5000 Total R D Costs 11111 4 1000 Profit Before Tax 11111 11111 11111 Source Images E Matrix When the report is run the income statement shows the revenue earned and all of the expenses incurred in producing the revenue What makes this reporting dynamic Suppose that you run this report weekly If you ran the report today and tomorrow
105. w x ale Kii cme Manufacturing Standard Reports My Reports Shared Reports Reporting Objects i Q Regional Product Sales aig Acme Manufacturing 4 Sales Reports gt Century Corp Sales i Wholesale Sales SS Century Corp 2002 Sales Report Assistant Graph Assistant Refresh Report Assistant Properties 68 Information Builders Creating a Report 2 Choose the fields for the report based on what you want to learn from the data For this report select QUANTITY and LINE_COGS Line Cost of Goods Sold and add them to the Column Fields box To sort the data by quarter store name and product type add these fields to the Sort Fields box a Fields Column Fields sum Detail Hame Alias BJORDER NUM OUM A adds gt QUANTITY oaie y LINE_COGS A SHUM A oare maa Vv PLNT A PHUM A Compute New Column Ejouantity oTY 18 E LIHEPRICE LINETOTAL D EjProD Hum PHUM A Sort Fields A BJPRODNAME PNAME A fesa EERE 1 Ej OTY_IN_STOCK as I7 Delete PRODTYPE A RETAIL D Across Fields OUR_COST Di coe o ofl Adds gt A Oo Be P Vv 3 Limit the analysis to the year 2002 a Click the Selection Criteria tab b Click the field YEAR in the left pane and drag it onto the right pane A new statement in the right pane will be used to build the selection criterion c Inthe right pane click Select expression In the left pane click Is EQUAL To
106. w patterns 66 Information Builders Building an Ad Hoc Query Graph Style Description An area graph stacks blocks of data on top of each other highlighting the relationship between data A 3D graph provides dimensionality to show trends based on more than one data set Introduction to WebFOCUS 67 Chapter 5 Analyzing Data Creating a Report You can create edit and run your own reports known in Managed Reporting as My Reports Before you begin obtain authorization to create My Reports under a specified domain from your administrator In most instances a Managed Reporting developer creates a Reporting Object for you in this domain A Reporting Object is a representation of data sources which presents data using terms and formats that are meaningful to business users You can open the Reporting Object using Report Assistant to build a report and then save it as a My Report To follow the example below ask your administrator to grant you access to a domain called Acme Manufacturing In this domain the administrator created a Reporting Object called Century Corp 2002 Sales The process works like this 1 Double click the Acme Manufacturing domain in the left panel Click the Reporting Object tab in the right panel Right click the Reporting Object Century Corp 2002 Sales in the Acme Manufacturing domain then click Report Assistant Managed Reporter o xuoBvass oe

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