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Click&DECiDE Business Application Intelligence

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1. E D F G H l J c M N PowerPivot Field List y x Choose fields to add to report DATEYear Sum of TOTAL Sum of TOTAL Column Labels Em Tur RowLabels ATLANTIC CENTRAL E Tota Bill Rale vi DATEYear 10000000 Diane Meyer 2 792 881 15 v DATEQuarter y DATEMonth 9000000 Laug castro Y DATEDay E adi Georges Dune DATENUM James Smith 1 947 845 90 vi TOTAL 7000000 Jean Martin SALESMAN 6000000 Jim Baxter SAL Joe Kramer 5000000 c im oin John Brown 796 902 48 19 Slicers Vertical ij Slicers Horizontal Karen Walker 791 636 21 A E sanno I Robert Salta WY Report Filter H Column Labels I I I A a Sandra Davis AREA z DATEDa y m niinc RS Pee ESE EEE EES LE BE TmRosnbemg 392 397 29 fifa fs efRagts Bee Es SS Ee Wanda Sanders 1527 31855 en Se See Ni mm az o ce Oo wu 5 Js E See eS ELSES LESS SY GrandTotal 3976 914 65 4267063 33 Row Labels ES E 5063522 She ESEG SALNAME 7 umofTOTAL 7 9 10 o FS ee SALNAME v w Data for Sheet1 Chart 1 Sheet1_Sheet2 Sheet3 J a gt In the above example the Area have been defined as Column Labels and Salesman Name as Row Labels The TOTAL field has been added in the measures gt Values The Year Quarter Month and Day are used in the vertical slicers The currency format has been defined for the Sum of Total Now if you close the Field List and select only the Year 2
2. Select Related Tables ee Click Finish Once the data have been transferred to Excel you will get this dialog Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 69 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click amp DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual Importing The import operation might take several minutes to complete To stop the import operation click the Stop Import button Tota 1 Cancelled O Success Success 1 Error O Status Message Success 314 rows transferred Click Close and repeat if needed all steps to add another table Each time the PowerPivot Windows for Excel will create a new tab with the Friendy Name and the table content Home Design Paste Append EH 2 Data Type Text 7 M sot toz EA Freeze ER ES Paste Replace Format Text gt sortz toa 3 Column width Paste From From From Azure Refresh PivotTable n Clear All i d Copy Database Report DataMarket uj T Yo o 0 zClear ort Filters Clipboard Get External Data Reports Formatting Sort and Filter Views INO ef fz MO ReV uM JE DATEYear B3 DerEQuartter Bi p amp rEMonth EA DATEDay EM baremuM Ejrora ME 1005 11 01 2011 20110111
3. 57 4 6 3 1 Select the Query to be used and copy the WebQuery URL c occcccooccnnnccccccccnncccnoncnnnconnnnconnnonnancnnonnnnns 58 4 6 3 2 Transform this URL using TinyURL 2 0 0 0 ee eccccceseeeeeeeeeeeeeeeeeecaeeeeeeeeseeaeeeeeeeseaaeceeesseaeeeeessaeaeeeeeeaaees 58 4 6 3 3 Use the TinyURL in Excel to import the WebQuery occccccccocncnccccconccnnccononccnnononanenonononanennnononanennnnnnnos 60 4 7 Running a PowerPivot with Excel 2010 cccccccsseeeceseeeeeeceeseeecseeeeesaeeeeeeeeeueeeseaeeeeaaeeeeseaseeessueeesseeeeessageees 63 4 7 1 Step 1 defining the tables you need in Menu Builder c oooonncccnnccccccnonnccnnnncnonononnncnnnnnononnnanncnnnnnnnos 63 4 7 2 Step 2 Copying the ATOM URL link to be used in Excel 2010 ooccccccconccnncccnoncconccononcconononanononononanenonoss 64 4 7 3 Step 3 Adding the table content into the Excel Power Pivot Windows occcccccccccccoonccnnnncconononanennnnnnnos 65 4 7 4 Step 4 Defining the Join condition for several tables ccccccoonnccncccconncnnncononnconnnononncnnononannnnnnnnnanenonoss 71 4 7 5 Step 5 Creating the PowerPivot in the Excel Sheet oooccccncccccoccnnccconnncconononncnnnnnononnnnnnonnnnnonononanncnnnnnnns 72 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 3 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d CCl d e com To contact your nearest Click amp DECIDE partne
4. General Triggers Actions Conditions settings History disabled Mame MyMonthlyRepartScheduledTask Location b Author Click and Decide Task Manager Description security options When running the task use the following user account DCH T2008R2sdrinistrator C Run only when user is logged on Run whether user is logged on or not Do not store password The task will only have access to local resources Run with highest privileges Hidden Configure for Windows Vista Windows Server 2008 E 5 Press F5 if necessary to refresh the right pane of the Task Scheduler 5 2 Edit Delete or Run Now a Scheduled Task To edit or delete a scheduled task please perform the steps below 1 Click the Schedule command in the Web Portal visible only if you belong to a Task Administrator Group on the Server Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 82 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CLick amp DECIDE Business Application Intelligence Manual f Schedule Didier Logout 2 Scheduled Tasks 1 Tasks 2 Click Scheduled Tasks on the above windows The Scheduled Task List should appear as follow the first time as we provide a task to purge the Alerts Tables f amp Schedule Scheduled Tasks Didier Logout Fr
5. Web Portal Statistics y Howto change the Banner and the Background pictures Go to the C inetopub wwwroot dvweb App_Themes Darkness Images directory for example to copy the following pictures background png header png HeaderBckgd png and logo png Copy these 4 pictures into the C inetoub wwwroot dvweb App_Themes My Personal Themellmages directory Check the result by refreshing the Web Portal Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 18 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual E BAI Demonstration A Washboards BAI Demonstration Dynamic Reports 33 BAI Tools Dynamic Queries Dynamic Cubes Web Queries S BAI Demonstration Tests Report with URL lir Web Portal Statistics If you do not like the result you also can modify these 4 pictures yourself keeping the same size and file names Refer also to our FAQ KBA223 z Howto remove a Theme Just remove the directory corresponding to this Theme in the C inetoub wwwroot dvweb App Themes directory and refresh the Web Portal 3 1 2 Language Click the country flag for the language you wish the menus to be displayed in The following languages are available Spanish German English Catalan French Italian and Russian 3 1
6. 136180 1008 08 07 2011 20110708 70853 5 20110708 81310 5 20110710 79539 8 20110710 90101 2 E E 1005 08 07 2011 10153 10 07 2011 1013 10 07 2011 1013 1005 1008 1005 30 07 2011 27 07 2011 07 08 2011 07 08 2011 20110730 20110727 20110807 20110807 167592 3 1580778 7 19 76 35 213900 2 A co NUR cO oe MESE n A com co EX PA feel EM 1006 17 08 2011 20110817 71075 8 k Record 4 4 1 of 314 k Fl Note that for any date time or date time field found some new dimension are created such as Year Quarter Month Day etc If we repeat the steps for the Salesman Table we get 2 Tabs inside the PowerPivot for Excel Book Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 70 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO m To contact your nearest Click amp DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual Je K el E E uj clipboard rr Home Design Paste From From From Azure Database Report Datablarket T T iet External Data 2 la Reports Ba co P T ETT Bill Ralev Sandra Davis Jean Martin Diane Meyer James Smith Jim Baxter Georges Dune Robert Salta John Brown wo J cn Jj co r3 ce Enrique Lopez 11 Joe krame SALES heras a 410118 H gt Add Column MORTA W ES5T
7. Description a 8 12 2013 11 59 00 AM The Invoice 12017 amount is 355868 15000000002 See the Invoice 12017 from M http dch T2008R2 dvweb Displ 8 12 2013 11 59 00 AM E The Invoice 12018 amount is 376532 2874 See the Invoice 12018 from Mountain Bicycles because the amount is greater than 300000 http dch T2008R2 dvweb Display aspx A __ma BAl Demonstration amp __mi 2317 amp _ _rp Alert Result v 4 Click the amp OK icon to confirm 6 1 2 Creating a RSS Feed record To create an RSS Feed please follow the steps below 1 Click RSS Feed in the Publish command in the Web Portal Click the Add an RSS feed to publish button at the bottom of the RSS feed screen Configure the parameters for the new RSS feed as appropriate Note the Date field s content can be used by the Purge command later Note the Category text box can remain empty Optional Note Standard RSS Feed readers do not use Users and Groups Click Add 6 1 3 Deleting an RSS Feed To delete an RSS Feed please follow the steps below 1 Click RSS Feed in the Publish command in the Web Portal 5 Op On d SUC dM 2 Click the S Remove icon to the left of the RSS Feed you want to delete A message will appear asking you to confirm Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 89 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To con
8. YYMMDD 1 130831 The suffix will be the 2 digits of yesterday s year 2 digits of yesterday s month and 2 digits of yesterday NNNN 0001 The suffix will be a number starting at 0001 to 9999 Select for this example the YYMM 1 suffix Destination Output Format PDF HTML O Others Destination Directory BAI Demonstration Shared Folder PARAM ITERATE m Destination File sales for area SPARAM ITERATEs PDF Suffix YYMM 1 12 Post Treatment optional you can decide to make an action such as Send an e mail Export to Google Doc Roambi Exporting Services of feed some tables such as the Highlight Table the Information Table or the RSS Feed Table when the item is run through the Scheduled Task Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 40 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual Post Treatment If you want to do so select this option Post Treatment M Do a Post Treatment email From To Export Google Doc Subject Roambi Reporting Sevices Highlight Text Information Attachment RSS Feed E 13 Click Finish unless you wish to use optional command Generate a VBScript using the corresponding button reserved to advanced users who wish to manage
9. cccccccccoconnncccnnnccccnnoonncnnnnnononononnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnnannenns 21 ado poi oO gt AP o e E ERRE o 23 AVOIR ae ee ee ee ae 26 Mo PAP A A 26 a2 VOOM ING a FavVOllleteseerchesterebeana PU A II PP REO TI 29 3 4 3 Removing a Favorite ccceeccccseeeceeeeeeeeecaeeeeeeeeaeeeeeeeeeesseaeeeesaaeeeeeseeeeesaeeeeessaueeessaueeessaeeeeseueeeessaneessnaeeees 29 2 Nc 30 4 1 Working with Menu Branches ssesesssssssesesesee eese nennen nennen nnn enhn nnne nnn esna sns inei r rris nass renean nsn nns 30 4 1 1 ltems that do not Require the Installation of Additional Components ooooooccccnnncnnncnonoccnnnnnnnnnnnanccnnnnnnnos 30 4 1 2 ltems Requiring the Installation of Additional Components ccccccconccnncccccnccnncnononncnnnnononcnnnonnnnncnnnonnnanenanoss 30 4 1 3 Items Requiring the Installation of Additional Software ccccooonnccnccccooncnnncononncnnnoononnnnnnnnnnnnnnnonnnanenonoss 31 elas RR m 31 42 1 Expor ng a Report IN PDF FORMA icons 31 4 2 2 Exporting to another Output ForMat cccccnccccccccnnccnnnccccnononnccnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnonnnnnennnnnnnnnnnannnnnnnenns 33 2 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d
10. eeeeeessseeseeeeeseeee enne nnne nnne nnns n nnns nnn nnn nnns 9 2 2 2 Under Windows Authentication eessssessissssssssssseseeee enne nennen nennen nnn nnne nnns nna nnne nnn 9 2 2 3 Task Administrator Menus and Commands ccccccsseeeseceeceeceaeeeeeeceeeeeeeaaseeseeeeeeessaeeseeeeeeeeessuaasseeeeeeensaaas 9 2 3 Hiding the Banner or the Left Pane Menu liSt ccccccecccccssseecceeseeeceeeeecseuseeeseaseeeeseuseeeseaseeessageeessageeessaass 10 2 3 1 Modify the size or Hide the Left Menu Pane cccccccssssseeecceeeeeeeeeceeeeeceeeceeeeeeeesaaaaeceesseaaseeeessaaaeeeess 10 2 3 2 Hide or Display WINS AIAG s 10 2 4 Logging Out of the Web Portal ccccccconncnnccccconconcccnooncnnnnonnnncnnnonnnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnrnnnrnnnnnrnnnnnnnns 11 A M 12 OMI MeM 13 cum E E 13 Sm NEU nn A 13 Ike Language ea A AP o o o 19 941 9 Date Time and NUMDETS mission iii te 19 3 1 4 Display Product Information encia 19 Surge TK I 20 es WINDOWS iue MET 20 3 2 2 CliIcK amp DECIDE Authentication cccccccccccoconcnncconcnncononcnnononcnnononnnnnnnnnnnnononnnnnnonnnnnnnnnnnnnnonnnnnnnnnnnnnnancnnonanens 21 3 2 3 Manage Data Source LOQINS
11. Takes effect after vou restart your computer Reset custom settings Reset EO mediumelow default vi And no login will be required with the following option or the option Automatic logon with current user name and password Prompt m User Authentication m Logon O Anonymous logon a Automatic logon anl in Intranet zone Automatic logon with current user name and password 3 Prompt For user name and password E 4 T Takes effect after you restart your computer Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 7 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual 2 1 3 Standard Menus and Commands As you are not belonging to a Task Administrator Group you only will see the authorized menus for the Group you belong to defined by the System Administrator via the Click amp DECIDE Administration Manager in the Server Menu BAI Demonstration only and the authorized commands will be the Browse button the Configure button and the Create Button P web Portal Home Windows Internet Explorer Of x G F E http focalhost dwwebf O a Web Portal Home x ini Dc 9 Click amp DECi DE RN cian E BAI Demonstration a Menus Dashboards z Dynamic Reports rowse Dynamic Queri
12. 3 Click OK 2 2 2 Under Windows Authentication You do not need to Log in except if your Browser configuration requires an Authentication Example Under I E go to Tools gt Internet Options gt Security then click Local Intranet and Custom Level then go to the end of the list and check the option defined for User Authentication 2 2 3 Task Administrator Menus and Commands As you are belonging to a Task Administrator Group you will see the authorized menus for the Task Administrator Group you belong to defined in the Click amp DECIDE Administration Manager in the Server and the authorized commands will be the Browse button the Configure button the Schedule button the Create Button and the Publish button Note as a Task Administrator you are authorized to perform the Standard command plus the following commands e Click Schedule to define or edit Schedule tasks for example schedule the generation of a specific report and sent this report to a list of recipients at the date and time you wish e Click Publish to create and edit RSS Feeds Highlights and Information feeds e Click Configure to customize the Home Page see your Credential and manage your Data Source Logins see the users who are currently connected to the Web Portal and manage your Favorites As you can see in our demo database installed with the software the Admin User gets more menus than the Standard User Menus BAI Demonstration BAI Too
13. As you can see the TinyURL has been changed to the full big URL then the WebQuery will work fine 17 Select the target top left corner for the data result example cell B5 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 60 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here AT ClickhR DECIDE Business Application Intelligence Manual Where do you want to put the data amp Existing worksheet e New WO eeoheet 18 Click OK to confirm the starting cell 19 As the Date is an empty not defined parameter you will get this dialog Use this value reference for future refreshes Refresh automatically when cell value changes Cancel 20 Click the cell B2 to define the location for the Date parameter value 21 Validate and check on the 2 options P_DATE Sheet1 5852 Use this value reference for future refreshes 22 Click OK 23 The result will appear from cell B5 on the rows below and right columns A E D E F E 1 jen 1 EH 3 4 z Area Code Salesman name MAIL Date Amount 5 ATLANTIC 4 Diane Weyer diane mevyerieyapmail com 10 01 2011 00 00 57885 Dn ATLANTIC 4 Diane Meyer diane meyer yoomail com 11 02 2011 00 00 69535 6125 E ATLANTIC 4 Diane Meyer diane meyer yoomail com 21 03 2011 00 00 2880 24 Any date value or date keyword entered in cell
14. Demo Multi Criteria Administrator Logout Area ATLANTIC NORTH WEST T Salesman Name Bill Raley NORTH WEST Diane Meyer ATLANTIC Joe Kramer HORTH WEST Karen Walker ATLANTIC Robert Salta NORTH WEST sandra Davis NORTH WEST Tim Rosenberg ATLANTIC e x 10 Click the green e button to validate or the red es button to cancel 11 Select a keyword for the Date field please refer to the Keyword List at the end of this manual Browse BAlDemonstration Dynamic Reports Demo Multi Criteria Administrator Logout Area ATLANTIC NORTH WEST iei Salesman Name Diane MeyerJoe KramerKaren Walker T Date Use key words or a calendar date Last Year AA Date Use key words or a calendar date Use these arrows if needed to set the time to 12 00 00 AM or 11 59 59 PM or specify the time you need if required i 3 xn fat Jos AMM po e x 13 Note the output formats authorized by the Administrator are displayed The default output format is PDF Acrobat Reader 14 Click Run if the current parameters are correct The result will appear in the output format you selected 32 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual BAI Demonstrat
15. Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here f 100 www clickndecide com AT Clickh amp DEG DE Business Application Intelligence Manual 7 6 Other Month Functions by Language last month mes pasado p mes passat mois dernier Letzter Monat mes mese scorso f rra manad mes anterior anterior ce mois mois this month este mes aquest mes en cours mois Dieser Monat q questo mese denna m nad current month CONES mes actual mes actual E mes pr ximo proper mes next month mois prochain aco n de id Monat d E prossimo siguiente seguent il y a 0 mois mois en cours mois courant fa O mesos mda O m nader questo mese Vor 0 Monaten Dieser Monat 0 months ago this month sedan denna manad aquest mes mes actual fa 1 mes mes passat mes anterior 1 mese fa 1 manad sedan mese scorso f rra m nad hace 1 mes mes pasado Vor 1 Monat Letzter Monat 1 month ago last month il y a1 mois mois dernier hace x x m nader x months ago 2 12 il y a x mois Vor x Monaten fa x mesos x mesi fa en 0 mesos aquest in 0 mesi om 0 m nader mes mes questo mese denna m nad actual dans 0 mois mois en cours mois courant In 0 Monaten Dieser Monat in O months this month en 0 meses en 1 mes proper mes mes
16. Logout hs Menus Favorites Browse Configure Schedule Publish This is the mode used with iPad iPhone or Android Tablets and Smartphones 2 4 Logging Out of the Web Portal To log out of the Web Portal just click the Logout button on the right of your User ID 11 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 el Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual amp Browse BAI Demonstration AA meit Dashboards Dynamic Reports You will be disconnected from the Server allowing another user to login in your place The number of users connected will depend on the License Certificate for the Server The License Certificate can include a number of CALs Client Access License for identified users and or a number of Concurrent Users For Concurrent Users when you disconnect another Concurrent User can connect in your place Note that you will be disconnected from IIS in the Server after a time out the default time out is 10 minutes This message will appear allowing you to reconnect by clicking Go back to the Home Page O User was disconnected Thank you for using Click and DECIDE Go back to the Home Page Note also that when a User is inactive more than the duration defined
17. MORTA Y ES5T SOLTH ATLANTIC CENTRAL SOUTH WEST MORTA Y ES5T CENTRAL SOLITA LL Data Type Whole Number E Sort Smallest to Largest Format General gt esp PivotTable E y H Freeze rq Column Width z Sort Largest to Smallest Clear All o Tuo 5 Clear Sart Filters Formatting Sart and Filter In the above screen note the Refresh icon allowing to refresh data next time you will use this PowerPivot 4 7 4 Step 4 Defining the Join condition for several tables If more than one table is used you must specify the join conditions between the tables To do so select the Design Tab in the previous screen Design Add uy Unda Mi E EE i Ff Delete Redo Hide and Calculation Existing Manage Table Unhide Options Connections hip Relationships Properties Columns Calculations Connections Relationships Properties Edit NO rl 10028 Create Relationship E Create a relationship between two Y ac cust EN A 1107 ERE Bloare Ejo tables in the PowerPivot window 1003 1 26 06 and click the Create Relation Ship icon TEMonth E 6 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters ClicK amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click8 DECIDE partner click
18. Net Report DataSet Report DataSet Vision and other DataSet products and services as well as their respective logos are trademarks or registered trademarks of Click amp DECIDE SAS All other company names products and services used herein are trademarks or registered trademarks of their respective owners The information published herein is subject to change without notice This publication is for informational purposes only without representation or warranty of any kind and ClicK amp DECIiDE SAS shall not be liable for errors or omissions with respect to this publication The only warranties for Click amp DECiDE products and services are those that are set forth in the express warranty statements accompanying such products and services if any Nothing herein should be construed as constituting any additional warranty 107 us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e Com To contact your nearest Click8 DECIDE partner click here
19. or a Dashboard made with the Google Charts etc A Favorite can display a Report or a Google Chart Dashboard that do not retrieve any data but are used to display a customized menu offering some URL link to other reports or to other Google Chart Dashboards Important in the URL copied to the clipboard the server name could be localhost if you are working directly on the Server machine For any URL to be used from a remote computer connected to the Web Portal Server you need to replace localhost by the Server s IP Address or Server Name followed by the port number if different than 80 To access to the Favorite frame click Favorites in the Configure command lii View Configure g Authentication lll View g Authentication Connected Users ifa Favorites a Connected Users ia Favorites 3 4 1 Adding a Favorite You first need to copy the URL of the required Report Dashboard or Cube etc To do so select the required item in the Menu as if you wish to run it Example select the Report Date Keyword Report in the Dynamic Report branch and select as parameter This Month and PDF format Browse BAI Demonstration Dynamic Reports Date Keyword Report Administrator Logout Choose a Keyword in the List Ignore the parameter below This Month inel Orenter a date or a part of a Date If the parameter above was IGNORE ta ignored Output Format PDF HTML oo Then click the Share
20. seg ent in x months dans x mois In x Monaten enxmeses enxmesos in x mesi om x m nader since 0 desde 0 des de 0 months depuis O mois Letzte 0 meses mesos des in 1 mese mese prossimo In 1 Monat Nachster Monat en 1 meso i om 1 m nad mes nasta manad in 1 month dans 1 mois next month mois prochain pr ximo da 0 mesi sedan 0 since this depuis ce mois Monate desde este d aquest m nader month mes mes desde el mes pasado since 1 month depuis le mois Seit Letztem des del mes da mese sedan 1 m nad since last dernier depuis Monat Seit 1 decded passat des scorso da sedan f rra month 1 mois Monat Hide d 1 mes mese m naden last x months 2 12 depuis x mois PAR Ho oux Ud da x mesi Soon Monate meses mesos m nader fino a 1 mese fino a mese prossimo j ns x h X until x months did dans Bis x Monate E fins x mesos fino ax mesi till x m nader until 1 month jusque dans 1 Bis 1 Monat hasta 1 mes fins 1 mes until next mois jusqu au Bis N chster hasta el fins el mes till 1 m nad tl pt a n sta m naden month mois prochain Monat mes pr ximo seguent Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 101 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT Click amp DEG
21. 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here f 98 www clickndecide com AT Clich amp DDECI DE Business Application Intelligence Manual 7 4 Other Day Functions by Language DAYS tomorrow demain Morgen mafiana dema domani imorgon O days ago ah ath e Vor 0 Tagen hace 0 d as fa O dies 0 giorni fa 0 dagar today I Heute hoy avul oggi sedan idag ce jour 1dayago ily a 1 jour Vor 1 Tag hace 1 d a faidia 1 giorno fa 1 dag sedan yesterday hier Gestern ayer ahir ieri ig r in O days ree ad In O Tagen en O d as en 0 dies in O giorni om 0 dagar today ce jour Heute hoy avui oggi idag in 1 day dans 1 jour In 1 Tag en 1 d a en 1 dia in 1 giorno om 1 dag tomorrow demain Morgen ma ana dema domani imorgon in x days 2 7 dans x jours In x Tagen en x dias en x dies in x giorni om x dagar depuis 0 jours Seit 0 des de 0 gt sedan 0 since O days desde O d as da 0 giorni since today depuis ce jour Tagen Seit desde hoy dies des da oggi dagar depuis aujourd hui Heute d avui sedan idag since 1 day since yesterday cL l des de x sedan x until 1 day jusque dans 1 jour Bis 1 Tag nasta eio fins 1 dia angan till 1 dag till hasta giorno fino ha fins dem imorgon ma ana a domani g depuis 1 jou
22. B2 will refresh the data Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 61 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual S im i E F 5 1 2 Period Last month 3 1 3 Area Code Salesman name MAIL Date Amount 6 CENTRAL 5 James Smith james smith yoomail cam 03 07 2013 00 00 76082 y CENTRAL 5 lames Smith james smithieyopmail com 03 07 2013 00 00 865535 B CENTRAL 9 Jahn Brown john brown yoomail cam 02072013 00 00 70754 5 J SOLITA 6 lim Baxter jim baxterieyopmail com 25 07 2013 00 00 178368 2 10 WEST 14 Doug Castro doug castro yopmail cam 09 07 2013 00 00 144235 5 dl WEST 14 Doug Castra dauz castraieyapmail com 09 07 2013 00 00 156892 5 12 WEST 7 Georges Dunel georges dunel yopmail com 22 07 2013 00 00 1915546 ils WEST 7 Georges Dunel georges dunel yopmail com 27 07 2013 00 00 63276 5 14 WEST 15 Ric 5mith ric smithievapmail cam 05 07 2013 00 00 85378 2 15 WEST 15 Ric Smith ric smith yopmail com 05 07 2013 00 00 96939 6 ilis 62 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click amp DECIDE partner click here AT CUCRRLDECIOHOE Business Ap
23. Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual BAI Demonstration Dynamic Reports Demo Multi Criteria Result Administrator Logout P Report Demo Multi Criteria with 3 Break L Area ul Code Salesman name ul Date l ATLANTIC ATLANTIC 4 Diane Meyer 10 01 2011 11 02 2011 21 03 2011 FIDEM Move the Page Number cursor to right or left to reach a specific page number or just next page or previous page Example using the Demonstration Menu 1 Click the Report with URL link branch 2 Click the Sales with 3 levels branch 3 Click the Sales by Area and Distributor report in the right pane 4 Click Run to run it A first report appears with a page for each Area The Area field contains a hyperlink that can call another report giving more details about this area Sales with 3 levels Sales by Area and Distributor Result Administrator Lo CENTRAL James Smith 1 947 845 90 John Brown 796 902 47 Wanda Sanders 1 522 314 95 Sub Total CENTRAL 4 267 063 33 I James Smith BE John Brown L Wanda Sanders 45 65 15 68 35 50 10 38 5 Click the value you want for example the Central value or any other area on next pages and the second report will appear in place of the first one Contact us E mail support clickndecide com Tel 33 0 4 67 84
24. CCl d e com To contact your nearest Click amp DECIDE partner click here AT CUICRLODEC DE Business Application Intelligence Manual 4 2 3 StODPING A PUNNING JOD E 34 4 2 4 Working with the Navigation Bar in a Report in HTML Format occccccoccnnccnccnnccnnccncnnnncnnnnoncnnonnnnnnnonanennos 34 4 3 Working with Useful Icons and BUttONS ccccoonnccncccoconcnnnccnnoncnonononancnnnnonnancnnnonnnnncnnnnnnnnnnnnnnonnnnrnnnnnnnnnrnnnnnnnns 37 Z3 DUINAVIGA MOT PS e o O E OO E inciiainnidcsguiciuahadia ters snieoainlay 37 E e a 37 AE DUNO RERUM 37 4 34 Share BUT OM o 37 A 9 e E ee ae ee E ee 38 4 3 4 2 Google amp DataTable DataSource cccccccsssssseccecccceeeessseeeeeccceeeassseeeeeecseeeaasseeeeeecsesaaasseeeeeesseseaaeees 38 4 3 4 3 Excel WebQuery Datasource cccccccccsssseeseceeeeeeeaeeeeeeeeeeeeeeeaeeeseeeeeeesseeaueeeeeeeeeessaaeaeeeeeeeessaaaaasss 38 4 3 AA QIK VIC use scE 38 LAO ENS o Power PIO 38 4 3 4 6 Click nriDecide Builder QUE iusserit run ttis uten nnnm EE rne its 38 E V NAG Ec M AS ERREUR 38 A A P M 38 Aa DO a Post WS AUIS T T OO omm 41 A e T2 seas sreticecateciepctdeecss chee so eae steed 41 422 zo dos qi 16 616 lt 9 MOS nidos 42 4 4 2 3 Roambi Reporting Servi
25. Click and DECIDE Administration Manager can see all active users and see if they are identified as CAL users Client Access License or Concurrent Users Configure Connected Users Administrator Logout A Web Portal License 0 5 CAL s 2 5 Concurrent s AllowClientAccess E View l Authentication Lifetime a Concurrent WebPortal ADMINISTRATOR fe80 1d22 5 5b e 113 c2 029619 8 5 2013 6 27 54 PM iGiiFavorites Concurrent WebPortal DIDIER fe80 1046 fde 4461 bd83 19 8 5 2013 6 31 10 PM Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 23 Headquarters Click8 DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here 9 Clickhk amp DEG DVE Business Application Intelligence Manual On the Top of this screen the Administrator can see how many Client Access License CAL user s and how many Concurrent User s are connected and the maximum authorized users authorized by the License Certificate Note that the number of licenses used for the Client Access License CAL corresponds to identified users specified in the User Tab of Click and DECIDE Administration Manager and having the CAL option activated example in the picture below Pierre is a CAL User E Click and DECIDE Administration Manager Mode Windows File Edit View Tools Help i amp sa 9 ES aa
26. How parameter value is obtained Prompt for value using the following string oe ee Se ul Get the value from the following cell Sheet1 B 2 Fis Refresh automatically when cell value changes You can here modify how parameter values are updated 23 Other options are available in the command Data Range Properties gg t Y Tien Tapa renee pia a External Data F ange Jroperties 7l Xj Save password Refresh control Enable background refresh Refresh every 60 minutes Refresh data when opening the file Remove external data from worksheet before dosing Data formatting and layout Indude field names Preserve column sort filter layout Indude row numbers Preserve cell formatting Adjust column width If the number of rows in the data range changes upon refresh Insert cells for new data delete unused cells 7 Insert entire rows for new data dear unused cells Overwrite existing cells with new data dear unused cells E Fill down formulas in columns adjacent to data o cane 4 6 3 How to use an URL bigger than 255 characters with WebQuery and Excel Form the Click amp DECIDE Web Portal you can copy the WebQuery URL corresponding to a Query and paste this URL inside Excel using the command Data gt From Web as describe previously But the URL cannot be used if the size is bigger than 255 characters Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 57 Head
27. Idaho Morth Dakota Morth Dakota Nevada Washington Reseller On 2 Wheels On 2 Wheels Bikes for Tykes Bikes for Tykes Swedish Bicycles The Polar Bicycle Amount 57523 T7116 223333 208749 245322 320677 Note as you can see in the above screen shot data are updated from Cell B5 and previous data has been removed Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here f 55 www clickndecide com AT ClLich amp tDECI DE Business Application Intelligence Manual 20 Now enter one or several Area names in cell B3 and press Enter The result will be refreshed for the concerned value Atlantic Central North West South West with semicolon as separator A E D E F E H 1 J Date 2012 3 Area Atlantic South x Date Area Mame State State Name Reseller em aunt E 14 03 2012 SOUTH Jim Baxter FL Florida Central Hut 262983 3 14 03 2012 SOUTH kim Johnson LA Louisiana Mew Haven Cycles 247954 g 15 03 2012 ATLANTIC Diane Meyer WT Vermont Family Bikes 226166 g 16 03 2012 ATLANTIC Tim Rosenberg MA Massachusetts Atlantic Mountains Bikes 240590 10 16 06 2012 ATLANTIC Diane Meyer NY Mew York sunny Bikes 161506 11 18 06 2012 ATLANTIC Diane Meyer NY Mew York Sunny Bikes 158318 IL 27 10 2012 ATLANTIC Diane Meyer VT Vermont Family Bikes 35253 E 27 10 2012 ATLA
28. Metro a Windows 8 look soft and flat i ns a CLich amp DECIDE amp Browse Administrator Logout a 3 BAI Demonstration ODoashboards 3 BAI Demonstration L3 Dynamic Reports Browse 5 EA Tools Lu Dynamic Queries Dynamic Cubes A Web Queries BAI Demonstration Tests L3 Report with URL lit e Surf an acid green orange and pink skin with surf icons Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 14 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Click DECIDE Business Application Intelligence Manual Browse E RBA Demonstrations Washboards Dashboards Dynamic Reports Dynamic Reports Dynamic Queries Ca Dynamic Cubes La Dynamic Queries Ca Web Queries Dynamic Cubes Lal Report with URL A Fa Weh Oneries e Customize your Theme You also can customize your Theme using JQuery doing the following steps a Start with any of the existing Theme except the Metro Theme for example start using the Click8 DECIDE Theme b In the Server where Click8 DECIDE Enterprise is installed go to the directory C inetoub wwwroot dvweb App_ Themes c Copy the Click and DECIDE directory under a new name for example My Personal Theme d Go to the C inetoub wwwroot dvweb App_Themes My Personal Theme
29. Report Author Note when entering several values by hand in an edit box the separator value is a semi colon No additional quotes are required for text fields as the field type is known by the application 4 2 3 Stopping a running Job Since version 10 2 2 during the execution time the Run button is changed to Abort so that it is now possible to stop an execution in progress The consequence is that you cannot click elsewhere on the Web Portal before the current run is completed or stopped Improvement of the ClicK amp DECiDE Export Manager Service It should be noted that two steps are required when executing a query the FIRSTDATA that returns the first set of data and then the FETCH that returns a result of successive data packet Cancelling the execution cannot be done until the return of FIRSTDATA i e either during the recovery following blocks either during the formatting of data query report and cube Cancelling during FIRSTDATA is planned for version 11 of Click amp DECIDE 4 2 4 Working with the Navigation Bar ina Report in HTML Format If you export a report to HTML format which generates several pages then a special navigation bar appears Follow the steps below for more information This new navigation bar has been designed to work fine under an iPad iPhone or Android Tablet or Smartphones 34 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du
30. Save Cancel 4 Click Save A mycubel cub already exists Do you want to replace it 5 Click Yes A Cube saved in Ch Users administratore Documents 6 Click OK 7 Disconnect from the Web Portal 8 Double click the mycube1 hta file to open your customized cube with the refreshed data 4 5 2 Exporting a Cube to Excel 2007 Since version 10 1 a cube can be exported to Excel 2007 or greater if the new output format Excel 2007 Pivot Table appears Select for example the Cube 1 Sales by Year and Salesman in the Dynamic Cubes branch 48 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clichk amp DECIDE Business Application Intelligence Manual T Browse BAI Demonstration Dynamic Cubes Cube 1 Sales by Year and by Salesman Area Salesman Name Date Use key words or a calendar date Output Format PDF HTML amp Excel 2007 Pivot Table Other 1 Select the Excel 2007 Pivot Table output format 2 Click Run to send the Cube Data to Excel 2007 or 2010 or greater Do you want to open or save Cube 1 Sales by Year and by Salesman xism 32 6 KB from localhost Note this action cannot concern the Chart Tab GNORE o ll IGNORE itl Open Google Data Table g
31. Use this value reference for future refreshes and Refresh automatically when cell value changes 16 Click OK The data will feed the sheet starting in cell B5 first row including the column headers a MN D E G J K L M N O P Q 1 2 Date 3 Area 4 5 Query asthe m a BAl Demonstration amp _mi 2364 amp P_DATE P_DATE P_DATE amp P_AREA P_AREA P_SREA J amp lIg fr FR amp f WebQuery Getting Data 6 17 The link appears and then replaced with the result from cell B5 as follow E O E F G H 4 bate larea Mame State State Mame Reseller Amount 5 08 01 2011 NORTH WEST Bill Raley WA Washington Worway Cycles 76630 7 09 01 2011 NORTH WEST Bill Raley WA Washington Worway Cycles 87181 B 10 01 2011 ATLANTIC Diane Meyer MY Mew York Sunny Bikes 57885 3 10 01 2011 WEST Doug Castro CA California Mountain Bicycles 37550 10 11 01 2011 WEST Georges Dunel WY Nevada Swedish Bicycles 136180 18 Note the result appears in the Excel sheet starting at cell B5 19 Now enter a date keyword or a year Current year or last year in cell B2 and press Enter The result will be refreshed for the concerned value By E Li E 1 Date 2017 3 Area 4 d Date Area Marne State Bi 08 01 2012 NORTH WEST Sandra Davis ID Fi 09 01 2012 NORTH WEST Sandra Davis IL B 10 01 2012 CENTRAL Jahn Brown ID 3 10 01 2012 CENTRAL Wanda Sanders ND 1 24 01 2012 WEST Georges Dunel Ms all 24 01 2012 NORTH WEST Joe Kramer V DS State Mame Idaho
32. ashx from a Menu Item __ca NN minutes to enable the browser cache in Result order to improve the performances dvweb Menus Query ashx __ ma BAl Demonstration amp _mi 2528 amp P_Year amp __ f Google Data Table dvweb Menus Query ashx __ ma BAl Demonstration amp __ mi22528 amp P Year P Year P Year amp f WebQuery WebQuery ashx Returns the raw data dvweb WebQuery ashx from a Menu Item Result dvweb WebQuery ashx __ mazBAl Demonstration amp mi 2528 amp P_Year P_Year P_Year Short version of Query ashx used for WebQueries Do not need the amp fZWebQuery flag Note that for WebQuery URL longer than 255 characters you can use the TinyURL describe in this User Guide page 57 106 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn d ec d e CO IT To contact your nearest Click8 DECIDE partner click here AT Click DECIDE Business Application Intelligence Manual Contact 8 7 Share button shortcuts Parameters No The URL will not contain this parameter and the default value will be used for the query The URL will contain amp PARAM or amp PARAM PARAM PARAM for WebQueries Yes The URL will not contain this parameter and the default value will be used for the query The URL will contain amp PARAM VALUE 2010 Click8DECIDE SAS All rights reserved Click amp DECIDE
33. by Year and by Salesman with 2 graphs 9 Click Save Data and Presentation As to save your cube s presentation and data Note if you customized your Cube must save it locally otherwise the next time you connect to this Cube in the Web Portal you will get the Cube presentation defined on the Server machine 10 Enter the File name Save As 07 E k administrator Documents File name mycubel Save as type HTML Application hta Browse Folders 11 Click Save Note you can now access this cube offline without needing to connect to the Web Portal To do so go to the destination directory and double click the hta file in this example the file mycube1 hta 4 5 1 Updating a Dynamic Cube To update a cube later with new data please follow the steps below 1 Connect to the same cube via the Web Portal for example every day 2 Runthe same cube to get new data 3 Select Save Data As and you will be able to save the new data in the same destination directory Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 47 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual amp administrator Documents File name istis at Save as type Cube Data cub is Browse Folders
34. by Click and DECIDE Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 21 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e i CO T To contact your nearest Click8 DECIDE partner click here Clickh amp DECGi VE Business Application Intelligence Manual Series Local SGL Server Identification E User ID Secured SOL Server Password Confirmation Data Source Secured by Click and DECIDE Click and DECIDE Security Locked Access Password Checked by the Data Source Prevent Web User Defining ID Max number of simultaneous connection In the Manage Data Source Logins from the Web Portal click Add a new Data Source Login Manage Data Source Logins Add a new data source login Data Source Series e User ID DIDIER Password Select in the Data Source list your Series Data Source only Data Sources secured by Click and DECIDE will appear Enter your USER ID and Password Case sensitive Validate with the green check box The list of your Data Sources Logins will be updated Manage Data Source Logins Data Source User ID iSeries DIDIER Add a new data source login In the Click amp DECIDE Administration Manager side on the Server your credential has been added in the User Tab Press F5 to refresh if needed The password is encrypte
35. clickndecide com AT Click amp DEL DE Business Application Intelligence Manual Set Advanced Properties Select a provider and set the connection string properties Providers Microsoft Data Feed Provider for PowerPiyvot A I El Initialization Include Atom Elements Include Data Services Content Schema Sample Size Time Out S5ecunty DNS Integrated Security Password Persist Security Info User Ii Source http fdch t2008r2 dvweb HMenus Q1 A base URL to be used for URL commands Connection String Base LIrlzhttp deh EzD8r2 dvweb Menus Luery ash amp ma B4 E Demonstrationg mi 249 F2Atom lnelude Atom Elementsz amp uta Include D ata yr Test Connection In the above dialog box change SSPI with Basic Enter a valid UserID for the Server name visible in the URL Enter a valid Password for this UserlD Change the Persist Security Info to True 67 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual El Initialrz abon Include Atom Elements Include Data Services Content Schema Sample Size Time Out Security DNS Integrated Secunty Basic Password A Persist Security Info True DCH T2008A24DIDIER Source Base Url http 2d
36. d yyyy h mm tt 48 DIET amp Connected Users ifa Favorites iid Information 3 1 1 Theme Select the skin you want from the drop down list Several skins are available by default e Click and DECIDE the ClicK amp KDECiDE skin in green grey and white 9 CLUch amp DECiDE Administrator Logout a 3 BAI Demonstration Dashboards BAI Demonstration Dynamic Reports BAI Tools Dynamic Queries Dynamic Cubes Web Queries BAI Demonstration Tests Report with URL link 33 Web Portal Statistics e Blue a Blue skin 13 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickhk amp DEL DE Business Application Intelligence Manual GN CUCR8DECIDE s Ey BAI Demonstration A d Washboards 5 BAI Demonstration Dynamic Reports BAI Tools Ly Dynamic Queries Ly Dynamic Cubes Ca Web Queries BAI Demonstration Tests Report with URL lir Web Portal Statistics e Darkness a black background and white text AM Click Browse fi Browse Administrator Logout BAI Demonstration E 4 Dashboards B Dynamic Reports B Dynamic Queries ES web Portal Statistics B Dynamic Cubes Web Queries E BE Report with URL li ES BAI Demonstration ES BAI Tools BAI Demonstration Tests e
37. here f 71 www clickndecide com AT CLiCRLeDECi DE Business Application Intelligence Manual Create a lookup relationship between bwo tables Select the tables and calumns you want to use to create the relationship Table Calum SALESMAN SAL Related Lookup Table Related Lookup Column SALES E SAL Define the required relationship between two tables and click Create To modify or add relationships click the Manage Relationships icon Ej Add V Undo Delete 9 Redo gt Hide and Calculation Existing Create Manage Table Unhide Options Connections Relationship Relationships Properties Columns Calculations Connections Relationships Properties Edit o CEA DATEYear Create view or delete SUBES relationships between tables in the 1003 1 26 06 2010 PowerPivot window 6 INO 0 Manage Relationships T able Related Lookup T able SALES SAL SALESMAN SAL From here you can create modify or delete a relationship Click Close when finish 4 7 5 Step 5 Creating the PowerPivot in the Excel Sheet 72 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partne
38. mE an prochain Nachstes Jahr afio siguiente any seg ent prossimo n sta aret hace 0 anos fa 0 anys este ano aquest any ano actual any actual 0 anni fa 0 ar sedan quest anno detta aret 0 years ago ilyaOans Vor 0 Jahr this year cette ann e Dieses Jahr fa 1 any any passat any anterior x years ago il y a x ans Vor x Jahren hace xa os fa x anys x anni fa x r sedan en 0 a os en 0 anys este a o aquest any a o actual any actual 1 anno fa 1 ar sedan anno scorso f rra aret 1 yearago ilyatan Vor 1 Jahr hace 1 ano last year an dernier Letztes Jahr ano pasado in O anni om 0 ar quest anno detta aret in O years dans 0 ans In O Jahren this year cette ann e Dieses Jahr en 1 any in 1 anno proper any anno any seguent prossimo in x years dans x ans In x Jahren en x a os en x anys in x anni om x ars since 0 years depuis 0 ans Eom Brem desde O a os des de O anys sedan 0 ar since this depuis cette Seit Dieses Jahr desde este des d aquest sedan detta om 1 ar n sta aret in 1 year dans 1 an In 1 Jahr en 1 a o a o next year an prochain Nachstes Jahr pr ximo da 0 anni da quest anno year ann e a o any ret since 1 year depuis 1 an Seit 1 Jahr desde 1 ano desd 1 any da 1 anno sedan 1 ar since last depuis l an Seit Letztes desde el ano des de l any da anno sedan f rra year dernier Jahr pasado passat scor
39. scorsa x weeks lyax Vor x hace x x veckor 2 7 fa x setmanes x settimane fa ao ar semaines Wochen semanas sedan In 0 Wochen Diese Woche dans O semaines cette semaine in O weeks this week in 1 week next week Nachste Woche semaine prochaine semana proxima en 0 semanas esta semana dans 1 semaine In 1 Woche en 1 semana om 0 veckor denna vecka in O settimane questa settimana en 0 setmanes esta setmana en 1 setmana propera setmana setmana seguent in 1 settimana om 1 vecka settimana n sta prossima vecka dans x om x in x weeks 2 7 In x Wochen en x semanas en x setmanes in x settimane since 0 depuis 0 desde 0 weeks semaines Seit 0 semanas since this depuis cette Wochen desde esta week semaine semana enced depuis 1 desde 1 semaine semana week depuis la Seit 1 desde la since last p Woche semaine derni re semana pasada week SINCE X i depuis x Seit x desde x des de x p da x setimane x settimane weeks semaines Wochen semanas setmanes des de 0 setmanes des l sedan 0 d aquesta da 0 settimane veco setmana sedan 1 da 1 settimana EN X daxsetimane is des d 1 setmana des de la setmana passada jusque dans 1 hasta 1 fino a 1 until 1 week EE Bis 1 Woche fins 1 setmana emana till 1 vecka until x jusque dans x Bis x hasta x fino a x Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00
40. the Collection box represents My Drive Public Shared And Filename are the above examples customer shared Invoice_ 12023 shared and Invoice_ 12024 shared Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 42 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual 4 4 2 3 Roambi Reporting Services Post Treatment Do a Post Treatment Roambi Reporting Sevices Web Service URL http roambi clickndecide com 8081 reportserver User Name democnd Password HEBE Destination Folder excel Destination Name flenamexisx CC Enter your Roambi Web Service URL your login the destination folder and file name Click Finish when done 4 4 2 4 Export to Highlight and Information tables This feature is maintained only for compatibility with previous versions of Click amp DECIDE but is not any more supported 4 4 2 5 Sending RSS Feed Alerts Post Treatment Do a Post Treatment R55 Feed Title Monthly Sales Description Sales Statistics for last month Link eHyperink 0000000000000 Category information 0000000000000 User O Group O The document generated by the Scheduled Task can add a record in the RSS Feed Table located into the DataSetReport database installed in your SQL Server by Clic
41. the MoOnth occccccccccncnncccconncnncnononnnnnnncnnoncnnnononnnnnnnonnonnnnnnonnnnnnos 86 5 6 2 Run a task Daily but only if Last Day of the Month cccccooccnccccccnncccoccncononcnnonnnnnncnnannnnononcnnnnnnnnnonnanennnnanens 86 IS y A A o we 87 6 1 Working with the RSS Feed Table ooocccccnccccccconnccconcccconononncnnnnnnnonnnnnncnnnnnnnnonnnnnnnnnnnnnnnnnnannnnnnnnnnnnnnannnnnnnnnnns 87 mA go an ROS Foe E eo E RO E E 89 6 1 2 Creating a RSS Feed record cooocccccccccccccoonccnnnnnononononncnnnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnrnnnnnnnnnnnannenns 89 6 1 3 Deleting an RSS Fe d ccccccccccccccsssseeeceeeeeeeeeeseeeeeeeeeseseeeseeceeesesseeeueeeeeeeessaeeaseeeeesessseaaeeceeeeessseagseeseeees 89 6 1 4 P rging ObSolete RSS F660S suenen ee eia e 90 6 1 5 Accessing your RSS Feed through your browser ccccccccncccncccccnncccconononncnnnononononannnnnnnnnnnononnnnnnnnnnnnnnnannennns 90 1 1 Working with the Highlight Feed Table cccoooonncnccccconnonccocconconncnonanonnnonnnnncnnnnonnnnnnnnnnnnnennnnnnnnrnnncnnnanens 91 Os Editing Highlight RSC cena ct te cincel 91 Sue ssE ullenieitilig i o EET T T TTE 92 6 1 8 Deleting an Highlight Feed cccccccccccsescecceeseeeceeseeecceuseceseuseeecsaeeecseuseeeseuseeessadeeessageeesseuseeessaseeessaaeees 92 6 1 9 Purging Obsolete Highlight Feeds seseeesssssesssesesseeee nennen nennen nennen nnne nnn n
42. this task by hand by customizing this Visual Basic Script 4 4 2 Do a Post Treatment Do a Post Treatment allows you to decide which kind of actions must be done at the run time report 4 4 2 1 E mail Post Treatment Z Do a PostTreatment C M From sender acompany com To recipient company com Subject Last Month Result for the Sales Text Here is the PDF corresponding to the last month sales Attachment Destination It is possible to send a file for example a report by e mail to one or more recipients only working with single generated file such as PDF Excel ASCII and so on To do so follow the steps below When the generated files are multiple such as Cube HTML Export the e mail action only sends the file with the cub extension This file can be used to refresh a cube using the other static files hta gif xml etc When the generated files are multiple such as Query or Report HTML export the e mail action does not work because only one file is sent This may be modified in a future version of Click amp DECIDE BAI 1 Select the e mail as Post Treatment 2 Enter the sender e mail address in the From field 3 Enter the Recipient s address in the To field to enter several recipient addresses separate each address by a semi colon 4 Enter the message title in the Subject entry field Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 41 Headquarters Click amp DECiDE 130 r
43. to run items such as Cubes you will be prompted to install the Microsoft Office 2003 Web Components on your local computer The following browsers are supported Internet Explorer version 9 or greater Google Chrome except for the cubes Mozilla Firefox except for the cubes User profiles are defined by the System Administrator via the Click8DECIDE Administration Manager tool The new Click amp DECIDE version 12 x and version 2013 provide a new way to create easy Dashboards using the Google Charts without the need to install nothing on the client workstation connected to the new Web Portal Note that the use of the Google Chart Dashboards requires access to Internet and a browser such as Internet Explorer version 9 or greater Google Chrome or Mozilla Firefox The new Click amp DECIDE version 12 x and version 2013 Web Portal has been designed to be run from an iPad an Android tablet or smartphones such iPhone or Android phones 2 Connecting to the Web Portal To connect to the Click amp DECIDE Web Portal please follow the steps below 1 Open your Internet browser 2 Enter the following link http server_name dvweb Note the server name can be the name of the server machine the IP Address or a domain URL Press Enter Note depending on the Click amp DECIDE Web Server configuration you will be prompted for a login unless Windows Authentication has been setup and depending on the Browser configuration 2 1 Connection as a Standard
44. 00 501 604 30 11 544 750 75 2 106 866 20 2 792 881 15 7 706 376 01 3 019 050 40 1 947 845 90 325 283 80 971 756 29 4 696 769 64 796 902 48 791 636 21 703 335 65 8 643 282 84 2 234 361 54 2 458 912 23 392 397 29 1 522 314 95 41 109 972 56 M 4 gt mM Sheeti 3 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here B n 4 Defer Layout Update 3 E values TOTAL A E AREA 8 Y AREA 3 E DATE E VIDATE by Month a E SALNAME E 4 SALNAME Drag Fields between areas below Report Filter EA Column Labels AREA ma DATE by Month dud Row Labels SALA AME kl TOTAL i 2 Values Update f 49 www clickndecide com AT CUCREDECIDE Business Application Intelligence Manual 4 6 Running a Web Query A Web Query is a query sent to a specific ClickK amp DECIDE output format named a WebQuery generate a special URL that can be used later in any Excel file Excel 2003 Excel 2007 to retrieve the data from the query from the Web i e the Internet without any Click amp DECIDE software or components installed Warning this feature only works if the Click8DECIDE Web Server has been setup using Windows Authentication 4 6 1 Running a Predefined Example with Excel To run a predefined example
45. 009 11 06 24 AM Concurrent WebPortal ADMINISTRATOR Al 12 14 2009 12 02 10 PM S Concurrent Connect DIDIER 192 168 0 96 fe80 6434 f0b8 3561 3c 90560 12 14 7009 12 06 28 PM In the above screen the user DIDIER is connected at the same time using a Connect data source and the Web Portal That is why you see his IPV4 address and his IPV6 address separated by a slash The reason is that the Web Portal can display both IP address types IPV4 and IPV6 whereas Connect can only display IPVA Note the Administrator can disconnect anybody from this screen using the E Remove icon This is useful if you want to remove a CAL user that no longer works in the Company This user should then be removed from the Click amp DECIDE Administration Manager and be replaced with a new user if necessary Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 25 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France VV WW Cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual 3 4 Favorites The Favorites are corresponding to the Home Pages from a previous version of Click8 DECIDE If you install Click8DECIDE 2013 above a previous version having existing Home Pages you will see them in the Favorite frame The Favorites frame enables you to display for example the result of a report in HTML or PDF format
46. 013 by clicking on the Year slicer you will only get data from the year 2013 and if you click on Quarter 2 you will only get data from Quarter 2 of the Year 2013 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here f 74 www clickndecide com AT CLich amp pDECGI DE Business Application Intelligence Manual DATEYear Sum of TOTAL Sum of TOTAL Column Labels M Row Labels ATLANTIC Bill Rale 350000 Diane Meyer 325 304 49 Doug Castro Georges Dunel Ric Smith Sandra Davis Grand Total 325 304 49 204 615 10 NORTH WEST 2011 DATEQuarter K 300000 250000 DATEMonth K 200000 E 150000 100000 Bill Raley Diane Doug Georges Ric Smith Sandra Meyer Castro Dunel Davis SALMAPME As you can see in the above picture all months and or days having no data appear in a light blue grey color Only years quarters months and days having data appear in a darker color You also see that the items without data are set at the end of the list in each slicer square You can modify this presentation using the following commands Make a right mouse click on a slicer and select the Slicer Settings Slicer settings Source Mame DATEMonth Mame to use in Formulas Slicer _DA4TEMonth Mame oATEMaonth Header Display header Captio
47. 3 16 03 2013 ATLANTIC Sunny Bikes e152 800 00 190000 00 11 145000 00 7 12 140 000 00 4 13 14 135 000 00 7 a Ih 130000 00 7 16 Y 125000 00 17 18 120000 00 Y 19 Atlantic Mountains Family Bikes Sunny Bikes Bikes 20 Important note if the date or numeric formats are not correct in your Excel file you can edit the Query Link and replace for example the end of the URL amp __Ig fr FR amp __f WebQuery with amp Igzen GB amp _f WebQuery to get an English format Note that when you will build your own WebQuery be sure to use the correct format in the Configure View command the chosen format will build the correct syntax in the URL Theme Click and DECIDE Bm HE io Date Time Numbers English United States Mid yyyy h mm tt 444 444 48 Language 51 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 z Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT Clickee DECIDE Business Application Intelligence Manual 4 6 2 Defining your Web Query Example 4 6 2 1 Generating the Web Query URL To generate the Web Query URL please follow the steps below 1 Click the Excel Integration gt WebQuery branch in the left BAI Demonstration Menu 2 Select the Web Query Demo query BA Demonstration Excel Integration Web Que
48. 3 Date Time and Numbers Select in the list the Country you need to format the date time timestamp and numeric data when they are not already formatted by the query report or cube This applies specially when using Web Queries links into an Excel spread sheet 3 1 4 Display Product Information You can disable or enable the Product Information frame that appears when connecting to the Web Portal This frame will inform you if your version is up to date or if a new version is available Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 19 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickee DECIDE Business Application Intelligence Manual Thank you for using Click amp DECIDE Business Application Intelligence For any information please contact our team Company Click amp DECIDE Address 130 Rue Baptistou ZAE NORD 34980 Saint G ly du Fesc France Phone 33 467 844 800 Email order clickndecide com Contact Didier Chavanne Web Site http www clickndecide com E Demo Movies 3 2 Authentication Web Portal ts up to date Click DECIDE The versatile Bl solution 9 Support Training The Authentication command enables any user Standard Users and Task Administrator Users to see their credentials User ID Rights Groups and Computer IP
49. 33 0 4 67 84 48 00 33 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT ClLich amp tDECI DE Business Application Intelligence Manual Do you want to open or save Demo Multi Lriteria xlsx 38 9 KB trom localhost Open Save M Cancel Click Open or Save and open the file under Excel 2007 2010 or greater 6 Click on the required Tab to go back to the location you need BAI Demonstration Dynamic Reports Demo Multi Criteria Result Administrator Logout y Click here to Click here to come Click this Tab to come Click this Tab to come This Tab displays the result come back tothe back to the Menu back to the Report List back to the Parameters Home Page Root list and output formats 7 The Tab corresponding to the item name will display the last parameters and output formats used Note if you wish to IGNORE a parameter previously defined clear the check box to the left of the value and the IGNORE reserved word will be restored f Browse BAlDemonstration Dynamic Reports Demo Multi Criteria Administrator Logout O Area IGNORE ime O Salesman Name IGNORE T Date Use key words or a calendar date ich JORE iei Output Format PDF O HTML Other Bs isz gli Note sometimes a parameter can be mandatory and or not editable according to the way it has been defined by the
50. 48 00 35 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Report with URL fink Sales with 3 levels Sales by Area and Distributor Result Administrator to Sales by area and distributor subreport Report asked for the area s CENTRAL Click on a PRODREF value do get a report for the family product 01 CHILDREN and 02 ADULT Click on a PRODUCT name to get a sub report for the selected Product only Name Prodref Product Amount James Smith 0111 HYBRID TOUR 95 9 990 00 James Smith 0111 HYBRID TOUR 95 11 100 00 James Smith 0111 HYBRID TOUR 95 12 210 00 James Smith 0111 HYBRID TOUR 95 25 530 00 6 Click the Back Button from your browser to come back to the previous report then the Next Browser button to go back to the last report web Portal Home Windows Internet Explorer t A Web Portal Home x h F Back to Sales by area with URL link Alt LeFt aM ECIDE Report with URL link Sales with 3 levels Sales by Area and Distributor Result Administrator Lo e EI a https Mocalhost deb Clicks DECIDE Sales by area and distributor subreport Report asked for the area s CENTRAL Click on a PRODREF value do get a report for the family product 01 CHILDREN and 02 ADULT Click on a PRODUCT name to g
51. 558 amp rp Areat Chart Sample xgc Display ashx Displays a runnable Menu item result without the navigation bar Note in the case of a runnable item if the result dvweb Menus Display ashx useful for drill down drill up already exists it will be directly displayed if not it reports or Parent Child will be run without the possibility to cancel Dashboards dvweb Menus Display ashx __ma BAI Demonstration amp __ mi 2558 amp __ rp Dashboard GC Main xgc Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 105 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn d ec d e CO I To contact your nearest Click amp DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual 8 5 Download Download ashx Note in the case of a runnable item if the result already exists it will be directly displayed if not it will be run without the possibility to cancel To run dvweb Menus Download ashx Downloads a Menu Item or it result directly an item with the possibility to cancel you must use ShowParameters aspx with the amp e l amp sav l dvweb Menus Download ashx __ ma BAl Demonstration amp __mi 2538 amp YEAR_PARAM amp SALNAME_PARAM amp PROD REF PARAM amp f PDF 8 6 Query WebQuery Function Comment Query ashx Returns the raw data Always run without the possibility to cancel Use the dvweb Menus Query
52. 8 DECIDE partner click here AT Click amp DEG DE Business Application Intelligence Manual Destination OUI Pema PDF O HTML O Others Destination Directory Destination File Example with the option to generate several documents for each value of the parameter AREA PARAM Destination BIALU REID ELE PDF HTML Others 2007 y Destination Directory BAI Demonstration Shared Folder P ARAM_ITERATE Destination File sales for area PARAM_ITERATE _ PDF The variable PARAM_ITERATE is automatically proposed in the Destination directory but can be removed if needed and can be used also in the Destination File Name This variable will take the distinct AREA values found according to the other criteria NORTH WEST ATLANTIC SOUTH etc If you are not using this iteration option anyway enter a file name according to the chosen output format for example Sales for Last Month pdf 11 Suffix when a report is exported periodically you can automatically get a dynamic name according to the chosen period To do so modify the name to Sales for the Month_ pdf to add an underscore between the file name and suffix and click the Suffix drop down list to select the appropriate suffix if we are the 1 September 2013 Suffix Result Comment Nosufixwilbeadded O 1308 YYMMDD 130901 The suffix will be the 2 digits of current year 2 digits of current month and 2 digits of current day
53. AT Clickh amp DECGi DE Business Application Intelligence Manual The Versatile Solution Click amp DECIDE Business Application Intelligence New Web Portal User Guide For Click amp DECIDE 2013 Last Edition November 7 2013 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e k d d Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC a eci e CO mMm To contact your nearest Click amp DECIDE partner click here AT ClLich amp tDECI DVE Business Application Intelligence Manual Table of Contents A a A en 6 2 Connecting to th Web POottal a eruta iii orientan 6 2 1 Connection as a Standard User cccccccccsssssseccceeeeceeeeeeeeceeeeesaeeeeeeeeeeeeeseaeeseeceeeesesseaeeeeeeeeesseueaseeeeeeeesssaaaaesss 6 2 1 1 Under Click8 DECIDE Authentication occcccccconncnccccnoncnnncononnconnnonnnncnnnnononncnnnnnnnnnnnnnnnnnnnnnnnnnnanrnnnnnnenarinnns 6 2 1 2 Under Windows Authentication ccccccooonncnnccononncnncnnnoncnnnononancnnnononancnnnnononnrnnnnnnnnnnnnnnnnnnrnnnnnnnanrrnnrnnnanennnoss 6 2 1 3 Standard Menus and COMMANGG cccccccseeseeccceeecceeeeeeeceeeeeesaeeeececeeeeeeeeeesseeeeeeeessseaeseeeeeeeessaeaseseeeesensaaas 8 2 2 Connection as a Task Administrator User ccccccseesccceceeeeeeeeeeeeeeceeeeaeeeseeeesseeeseeeesseaeseeeesseaseeeeessaaeeeesesaaees 9 2 2 1 Under Click amp DECiDE Authentication
54. Address and manage the Data Source Logins if needed 3 2 1 Windows Authentication If the Windows Authentication Mode has been defined in the Server then you are a user identified in a Windows Group and you belong to the same Windows Group defined in the Click amp DECIDE Administration Manager in the Server The Authentication box will appear as follow Browse fi El View sa Connected Users ifa Favorites Puro o Schedule A E amp iAA Create Publish Configure Authentication Administrator Logout You have been authenticated by Windows as DCH T2008R2Vdministrator one NTLM Authentication REMOTE INTERACTIVE LOGON This Organization Your Server Administrator Credentials Administrator Administrator Manage Data Source Logins Data Source User ID Password Add a new data source login The Rights could be User if you do not belong to a Task Administrator Group or Administrator if you belong to a Task Administrator Group in ClicK amp DECIDE Administration Manager Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 20 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECI DE Business Application Intelligence Manual The IP Address of your computer also appears here 3 2 2 Click amp DEC
55. Click Scheduled Tasks on the above windows The Scheduled Task List should appear as follow the first time as we provide a task to purge the Alerts Tables schedule Scheduled Tasks Didier Logout Last Run Time Next Run Time Last Run Result Every day Ready 10 08 2013 00 15 00 New Scheduled Task 5 1 Create a New Scheduled Task To create a new scheduled task please follow the steps below 5 1 1 General New Scheduled Task 1 Click the button Change the default Scheduled Task Name New Scheduled Task to a new name each scheduled task must have a distinct name as the following example a Purge Alerts Tables 78 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual Schedule Scheduled Tasks New Scheduled Task Didier Logout General Scheduled Task Name MyMonthlyReportScheduledTask Actions Available tasks Tasks to be run Purge Highlights Table E MyReportl astMonth Purge Infos Table Purge RSS Feed Table Active Scheduled Task Runs at Specified Time Select in the left Available tasks pane the task s you want to be performed by your scheduled task Click the right button to add these tasks to the right Tasks to be run pane Ad
56. Click and DECIDE RSS feed appears Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 87 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO m To contact your nearest Click amp DECIDE partner click here AT Clickee DECIDE Business Application Intelligence Manual J Click amp DECIDE RSS Windows Internet Explorer kas a http ilocalhostidvweb O x e Click amp DECIDE RSS x A m id E cu Pages Safety Tools Ed gt Click amp DECIDE RSS Displaying You are viewing a feed that contains frequently updated content When you subscribe to a feed it is added to the Common Feed List Updated information from the feed is automatically downloaded to your computer and can be viewed in Internet Explorer and other programs Learn more about feeds Zr Subscribe to this feed Subscribe to this Feed Subscribe to this Feed E When you subscribe to a feed tis automatically added to the Favorites Center and kept up to date Name Click amp DECIDE ASS Create ir E Feeds New folder e Add to Favorites Bar ace Cancel Tour computer will periadically check online for updates to subsenbed feeds even when Internet Explorer is not running 4 Click the Subscribe button You ve successfully subscribed to this feed Updated content can be viewed in Internet Explorer and other programs that us
57. DE Business Application Intelligence Manual 7 7 Other Quarter Functions by Language QUARTER MEM RIMESTRES QUARTALE TRIMESTRES TRIMESTRES TRIMESTRI KVARTAL road cades QNSE n n n rimestr letztes trimestre trimestre t est e ultimo trimestre dernier quartal anterior anterior Last Quarter mM f rra kvartal This Quarter Next i Quarter ETOO Uu qnem im eem mm Ime trimestres quartalen trimestres sedan AKUANEI a up aide 4 4 4 dieses trimestre trimestre detta trimestre n chstes trimestre trimestre l n sta Qx 1990 to 1 Tx 1990 to Qx 1990 to Tx 1990 to Tx 1990 to Tx 1990 to Kx 1990 to Qx 2030 Tx 2030 Qx 2030 Tx 2030 Tx 2030 Tx 2030 Kx 2030 For version 10 x and 11 0 the year range was 2004 2013 the new range 1990 2030 applies to versions 11 1 and greater O Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 102 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ec d e CO m To contact your nearest Click amp DECIDE partner click here AT Clich amp DECI DE Business Application Intelligence Manual 7 8 Other Year Functions by Language last year an dernier Letztes Jahr sioe pasado any passat anno scorso f rra aret ano anterior any anterior este ano aquest any this year mE cette ann e Dieses Jahr ano ciual any actual quest anno detta aret a o pr ximo proper any anno E next year
58. EN Ja vith vendredi 2 aout 2013 79 489 70 CENTRAL James Smith vendredi 2 aout 2013 89 413 35 ATLANTIC Diane Meyer lundi 12 aout 2013 77 918 20 WEST Georges Dunel lundi 12 aout 2013 88 479 60 NORTH WEST Sandra Davis jeudi 22 aout 2013 69 826 30 NORTH WEST Sandra Davis vendredi 23 aout 2013 79 653 71 28 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual 3 4 2 Modifying a Favorite Access to the Favorite box through the Configure command Configure Favorites Administrator Logout d Ss Sales for current month Add a favorite Click the Edit icon a to modify the required Favorite in the list Make the required changes and click the green check icon to validate or the red cross icon to cancel Result for current month idvweb Menus Display aspx ma BAl Demonstration amp mi 2361 amp P DATE Keywaord months ago amp f PDF E Add a favorite Access to the Favorite box through the Configure command 3 4 3 Removing a Favorite Configure Favorites Administrator Logout d Sales for current month Click the Remove icon S to delete the required Favorite in the list Click OK on the next message or Can
59. Enrique Lopez Georges Dunel James Joe Kramer John Brown Karen Walker Kathy Ric Smith Robert Salta Sandra Davis Tim Rosenberg Wanda Ric Smith Sum of TOTAL Column Labels Row Labels ATLANTIC CENTRAL HORT Bill Raley 2 Diane Meyer 27192881 15 Doug Castro Georges Dune James Smith 1947945 3 Jean Martin Jim Baxter Joe Kramer 4698 John Brown 796902 475 Karen Walker 791636 21 Kim Johnson Ric Smith Robert Salta 2734 Sandra Davis 2456 Tim Rosenberg 392397 28675 Wanda Sanders 1522314 35 Grand Total 3976914 65 4267063 325 114 f 17 www clickndecide com AT Clickh amp DECGi DE Business Application Intelligence Manual 5 Schedule We have already explained how to create a Task from a report or query or cube and have created a task named MyReportLastMonth Note that the Tasks list contains standard tasks installed by Click amp DECIDE Enterprise Edition as well as the tasks you have created such as the MyReportLastMonth amp Schedule Tasks Didier Logout MyReportLastMonth Purge Highlights Table i Purge Infos Table l Purge RSS Feed Table New SOL Task New Generic Task This section explains how to schedule one or several tasks at the same time To do so please follow the steps below 1 Click the Schedule command in the Web Portal visible only if you belong to a Task Administrator Group on the Server f Schedule Didier Logout 2 Scheduled Tasks 1 Tasks 2
60. NTIC Karen Walker MA Massachusetts Atlantic Mountains Bikes 65860 14 28 10 2012 SOUTH Jean Martin TX Texas Pro Bikers 62168 Note as you can see in the above screen shot data are updated from Cell B5 and previous data has been removed Date Keywords for the Period can be any keyword supported by Click amp DECIDE such as a year a month Q1 to Q4 for the current year or Q1 to Q4 followed by a year or Last Month Last Week etc see all supported keyword at the end of this manual 21 Editing again the link make a right mouse click anywhere in the data area then select Edit Query Edit Web Query Address Click se next to the tables you want to select then click Import Date Area Name State State Name Reseller Amount 08 01 2011 000000 NORTH WEST Bil Raley WA Washmgton Norway Cycles 76630 09 01 2011 00 00 00 NORTH WEST Bil Raley WA Washmnston Norway Cycles 87191 10 01 2011 00 00 00 ATLANTIC Diane Meyer NY New York Sumy Bikes 67885 You can here paste a new URL link or modify the one used 22 Modifying the parameters make a right mouse click anywhere in the data area then select Parameters 56 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Parameter name
61. Nowclick the are o button 5 Copy the Excel WebQuery Data source link 6 Optional you can paste this URL into an editor to check the length this one is 423 characters http dch t2008r2 dvweb Menus Query ashx ma zBAl Demonstration amp mi 22274 amp AREA PARAM ATLANTIC 3b CENTRAL 3bNORTH WEST 3bSOUTH 3bWEST amp SALNAME_PARAMSBill Raley 3bDiane Meyer 3bDoug Castro 3bGeorg es Dunel 3bJames Smith 3bJean Martin 3bJim Baxter 3bJoe Kramer 3bJohn Brown 3bKaren Wa Iker 3bKim Johnson 3bRic Smith 3bRobert Salta 3bSandra Davis 3b Tim Rosenberg 3bW anda Sa nders amp P_DATE P_DATE P_DATE amp __Ig fr FR amp __f WebQuery 4 6 3 2 Transform this URL using TinyURL 7 Open anew window in your browser and copy this URL hitp tinyurl com create php 58 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here J B j L E J l E Business Application Intelligence Manual TinyURL com Making over a billion long URLs usable Serving billions of redirects per month Home Example Make Toolbar Button Redirection A URL was not entered please try again below Hide URLs Enter another long URL to make tiny http dch t2008r2 dvweb Menu x Make TinyURL Preview A Feature Custom alias optional http tinyurl com Link to Us May cont
62. Source Local SOL Server ia A Warning the password is empty please enter it each time vou edit the task exec datasetreport demo purge_alert demo rssfeed pubdate 10 84 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 el SDECIDE 130 rue du Baptistou www clickndecide com Headquarters ClicK amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual 5 5 Creating Generic Tasks You can create a Generic Task to execute a program Note this is reserved to advanced users and Administrators only In the following example we will create a Generic Task which runs a VBS Script named Export_Excel vbs located in the Click amp DECIDE BAI Sample Automation directory To create a Generic Task please follow the steps below 1 Click the Schedule command in the Web Portal the click the Tasks branch EE Schedule Tasks Administrator Logout 2 MyReportL astMonth 1 Purge Highillahis Table H Furge Infos Table Purge RSS Feed Table New SOL Task New Generic Task 1 Click New Generic Task button Enter the Task Name Enter the Run Command In this example a VBS Script named Export_Excel vbs will be run the file is located in the following directory Click8DECIDEIBANSample Automation amp Schedule Tasks New Generic Task Didier Logout Ta
63. Sources 20 oClearSort Filters Clipboard Get External Data Reports Formatting Sort and Filter Click the From Data Feeds icon then paste the URL in the Data Feed Url box 65 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here V Click amp DECIDE Business Application Intelligence Manual Connect to a Data Feed Enter the information required to connect to a data feed Friendly connector name DataFeed dch t200er Query mi 4 ak ma B 4 0 emanstratians Data Feed Url Connect to a Data Feed Enter the information required to connect to a data feed Friendly connection ee ae SALES Data Feed Url 2ALarr And change the Friendly connection name to an easier name table name for example Test Connection Hideo deb M emus uva v Test Connection The Test Connection could work immediately if you are under Windows Authentication and recognized by the Server In other case you could need to specify the login to be used To do so click the Advanced button Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters ClicK amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click8 DECIDE partner click here f 66 www
64. User In that case you do not belong to a Task Administrator group defined in the Click amp DECiDE Administration Manager 2 1 1 Under Click amp DECiDE Authentication You can use the proposed Guest account unless you have defined other Users 1 Enter the User Name Guest 2 Enter the Password guest 98 cLUck amp DECiDE User Name guest Password TTE 3 Click OK 2 1 2 Under Windows Authentication You do not need to Log in except if your Browser configuration requires an Authentication 6 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click amp DECIDE partner click here AT Click DECIDE Business Application Intelligence Manual Example Under I E go to Tools gt Internet Options gt Security then click Local Intranet and Custom Level then go to the end of the list and check the option defined for User Authentication a login can be required with the following option Security Settings Local Intranet Zane Settings O Disable Enable Enable 455 Filter Disable O Enable Scripting of Java applets Disable Enable Prompt m User Authentication 8 Logon Anonymous logon Automatic logon only in Intranet zone Automatic logon with current user name and password rm Prompt For user name and password ll
65. a annis nnn nsns nager nnn rss nnns 100 f u 4 www clickndecide com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual 7 6 Other Month Functions by Language ooooococononcccnnnnnnnnnnnnnnnononnnnnnnnnnnnnnnnnnnnnnnrnnonnnnnnnnnnnnnrnnnnnnnnnnrrrrnnnrnnnnnnanans 101 7 7 Other Quarter Functions by Language occccnnnncccccconnnnnoncconononononnnnnnnnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannns 102 7 8 Other Year Functions by Language ccccceceeeeeeeeeeeeeaeeeeseeeeeeeeeeeeeeeeeeeesaaaaaeasaseueeeeeeeeeeeeeseesaaaaaaaaseeneeees 103 MA A ie OOO O A 104 SAA eo BOE O TET 104 8 2 Common Parameters ccecccccccseeeececcaeeeecececaaeeceeesaaeeeeeesaeaeeeeesseaeceeessaeseceeesseaeeeesssaaeeeeessseaeeeeesssaseeeeesaas 104 A o NE GUA 105 2 AR o e 105 AO ocio TET 106 AAN 0 p ean ene ne in eee 106 cM DION NON ta 107 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 5 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickhk amp D EL DE Business Application Intelligence Manual 1 Introduction Users can connect to the Click amp DECIDE Web Portal installed on a Server machine inside or outside your organization All you need is Internet Explorer version 9 or greater If you wish
66. ai web portal user guide 1 pdf To access now to this table do the following 3 Click the Publish command in the Web Portal 4 Click Information Feed f Publish information Feed Administrator Logout a I 8 12 2013 10 39 00 AM Sales The Invoice 12047 amount is 375207 53 See the Invoice 12047 from B http dch T2008R2 dvweb Displ a Ir 8 12 2013 10 39 00 AM Sales The Invoice 12988 amount is 36718975 See the Invoice 12988 from B htip dch T2008R2 dvweb Displ Add an Information feed to publish Purge existing information feeds 6 2 1 Editing an Information Feed To edit an Information Feed please follow the steps below 5 Click the Edit icon amp to the left of the Information Feed you wish to edit Date Category Tithe Text Icon Groups Users W GA 82 2013 10 38 00 AM Sales The Invoice 12047 amount is 375207 53 See the Invoice 12047 irom B tip i jenz 9 12 2013 10 39 00 AM Category Sales The Invoice 12048 amount is 397836 72 See the Invoice 12048 from Bike s for Life because the amount is greater than 250000 F X 7 i ue lad BS 211212013 10 38 00 AM Sales The Invoice 12388 amount is 36 189 75 See the Invoice 12988 from B Add an Information feed to publish Purge existing Information feeds 6 Modify the fields as necessary 7 Note the Date field s content can be used by the Purge command later 8 Click the 4 6 2 2 Creatin
67. ain letters numbers and dashes Terms of use Contact Us 8 Copy the WebQuery URL in the Enter another long URL to make tiny box and click the Make TinyURL Button You will get the result as follow TinyURL was created The following URL http dch t2008r2 dvweb Menus Query ash x ma BAI Demonstration amp mi 2274 amp AREA _ PARAM ATLANTIC 3bCENTRAL 3bNORTH WEST o3b SOUTH SbWEST amp SALNAME_PARAM B6ill Raley o3b Diane Meyer o3bDoug Castro 3bGeorges Dune Mot bJamest Smith osbJean Martino 3bJim Baxt er3bJoe Kramer 3bJo0hn Browm Yo 3bKaren Wal ker 93bKim Johnson 3bRic SmithY o 3bRobert S5 alta 3bSandra Davis o3bTim Rosenberg o 3bWa nda Sanders amp _ lg fr CFR amp f WebQuery has a length of 395 characters and resulted in the following TinyURL which has a length of 26 characters http tinyurl com lwnuyxt Open in new window Copy to clipboard Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 99 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO Im To contact your nearest Click amp DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual Copy the new URL into your clipboard using the Copy to clipboard link Note that the short URL has been copied to your clipboard automatically If you lost it or if you did not click Allow access to the previo
68. bort button change ShowParameters aspx with Display aspx the _ e 1 will not be used dvweb Menus Display aspx __ma BAl Demonstrationg__mi 23618P_DATE_Keyword 0 months agog8__t PDF amp Configure Favorites Administrator Logout Sales for current month idvweb Menus Display aspx ma BAl Demonstration amp mi 2361 amp P DATE Keyvword months ago amp f PDF 27 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual Click Add This message will appear Configure Favorites Administrator Logout Sales for current month idvweb Menus Display aspx ma BAl Demonstration amp miz2361 amp 8P_ DATE _Keyword 0 months ago amp _ f PDF Click Finish You first Favorite has been added and two icons allow you to edit or remove this Favorite amp Configure Favorites ee iee LLB in Sales for current month Remove Favorite Add a favorite Edit Favorite Note that you also can test the URL link by clicking on the URL in this box Now when accessing to the Home Page using the icon ES you Will see your Favorite as follow Administrator Logout Favorites Sales for current month I Eaton Date Keyword Report 9p S
69. button that will display all available links depending of the output formats specified in the Menu for this item 26 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual Copy the proposed URL into the clipboard and go back to the Favorite frame Click Add a Favorite in this screen amp Configure Favorites Administrator Logout Add a favorite Enter a Title and paste the URL into the box but change localhost with the server name and add the port number if different than 80 or just use the URL starting at dvweb etc fi Configure Favorites Title Sales for current month URL idvweb Menus ShowParameters aspx a __ma BAl Demonstration amp mi22361 amp P DATE Keyword 0 months ago amp f Note that the end of the URL finishes with e2O that means the report will not be run immediately If you want this Favorite to be run immediately change the __e 0 with e 1 T Configure Favorites Title Sales for current month URL __ma BAl Demonsitration amp _mi 2361 amp 4 P_DATE_Keyword 0 monthst ago amp f POF amp _e 1 Note that if you want this Favorite to be run without showing any parameters nor output formats nor the A
70. cel Message from webpage The selected Favorite is removed from the list 29 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual 4 Browse To run menu items follow the steps below Administrator Logout Favorites Browse Result tor current month Configure 1 Click the Browse command in the Web Portal Administrator Logout BAI Demonstration Menus associated to the current connected User BAI Tools 3 Web Portal Statistics 2 Select one of the Menus assigned to your profile Note the Menus depend on the Menus assigned to the Group you belong to defined by your Administrator in the Click amp DECIDE Administration Manager for the Server 3 Refresh the Menu by logging out and then login again if necessary 4 1 Working with Menu Branches Menus can display the following items 4 1 1 Items that do not Require the Installation of Additional Components The following items do not need additional components to be installed e A branch running a dynamic query dynamic report static query and static report e A branch displaying a link to a file in the following formats PDF Excel Word or an URL link e Abranch called a Shared Fold
71. ces cccccccccccconnccnnnnccononooncnonnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnnnannnnnnnnninnnnnns 43 4 4 2 4 Export to Highlight and Information tables ooonccnccccconncnncccnonnnnncnonancnnnononancnnnonnnnncnnnnnnnanennnnnnnas 43 4 4 2 5 Sending RSS Feed Alerts ooocccccccccccocccnncccnnococonononocononnnonononnncnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnennnnnnnnnnnans 43 4 4 3 Modifying or Deleting a Task eessesssssisssssssssseeeee nennen nennen nnnm nnne nnns n nnns nna nnn nna nnn nnn 44 40 FUMING a VAG OS RT 45 4 5 1 Updating a Dynamic Cube etnias ctas 47 4 5 2 Exporting a Cube to Excel 2007 c ssssiscciesaciacdesiisnczexasatebeeeicncdostebacuexeens veeeesieadexbaed aanak adera te aa Er Eana 48 NB RUNNING A WED QUE secta EA EEEE EE a AA E EA AAE EEA E 50 4 6 1 Running a Predefined Example with Excel sessi nnn nnn 50 4 6 2 Defining your Web Query Example cccccccccccccceeeeeeceeaesessssseececeeeeeeeeeseeeeeaaaeesssesseeeeeeeeeeeeeseeeseeeaagaas 52 4 6 2 1 Generating the Web Query URL ooooncccnnncccccccconccononccocononononononononononnnnnnnnnononnnnnnnnnnnnnonnnnnnennnnnnnonanan 52 4 6 2 2 Building an Customized Excel Page ccccccccccccoonnccnnnccnnnononncnnnnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnananess 53 4 6 3 How to use an URL bigger than 255 characters with WebQuery and Excel
72. ch t2008r2dvweb Henus Ou Connect to a Data Feed Enter the information required to connect to a data feed Friendly connector ae SALES Dele eae http dch 2008r2 dvweb Menus Guery ashes ET EE and click Next Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 68 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO m To contact your nearest Click amp DECIDE partner click here AT Clich amp DDECI DE Business Application Intelligence Manual Table Import Wizard Select Tables and Views Select the tables and views that pou want to import data from Data feed URL http fdch t2006resdvwebsMenus Quen ashe ma mi 492 f tom Tables and Views Friendly NH ame Filter Details Select Related Tables Preview amp Filter In the above screen you also can give a friendly name for the Data Feed Content we will use the Table Name it will be used as the Tab Name in the PowerPivot for Excel book Press F2 to modify the Friendly Name and enter the Table Name for example Table Import Wizard Select Tables and Views Select the tables and views that you want to import data fro Data feed UAL http fdch tedderedvwebsMenus Query ash ma mi 2492 f 4tom Tables and Views Source Table Friendly Hame Filter Details ata Feed Content
73. d 22 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual E Click and DECIDE Administration Manager Mode Windows M X File Edit View Tools Help aly 4810 C 9 P3 aa ah mre Users pa Use o SEY E Admin i S administrator TO TIE B User Groups Mame A Model Parameter all 5 B L Guest Confirmation Enable m CAL E Data Source User ID Password Y iSeries DIDIER de LL a Properties ao E X I Data Sources User Groups Users Menus 7 Ready CAPS NUM SCRL So the access to the Web Portal will use the Windows Authentication here User ID is Administrator but when running iSeries queries cubes or reports the iSeries Login DIDIER password will be sent to the iSeries automatically When your iSeries Login will change periodically just come back here to update your new login using the most left icon to edit the configuration Of course the use of Data Source Logins is not necessary when using a Data Source already supporting your Windows credential such as Microsoft SQL Server for example 3 3 Connected Users At any time the Administrator or other authorized users belonging to a Group being Task Administrator in
74. d a comment if necessary This is optional CL qe SS I9 Clear the Active check box if you need to disable this task temporarily 5 1 2 Frequency 6 Define the Frequency you need for the selected tasks from the following Now the task will run immediately between now and the next minute maximum Frequency Delete the Task when Done Note select the Delete Task when Done check box if you do not wish to keep this scheduled task Once the task will run only once at the specified date and time Frequency Frequency Start Date and Time 59 08 2013 14 50 15 Specify the Start Date and Time the task will be saved unless you decide to delete it later Daily the task will run every day starting at the specified date and time Frequency Frequency Every day Start Date and Time 06 08 2013 00 00 00 C End Date 09 08 20 13 aua Run the Scheduled Task every Day s Specify the Start Date and Time with the Calendar the task will be saved unless you decide to delete it later Specify an End Date if necessary Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 79 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here AT Clich amp DDECI DE Business Application Intelligence Manual Define wh
75. e quarters is always written in plural even if the value is x 0 or x21 until x months 1 12 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 95 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT CLich amp tDECI DE Business Application Intelligence Manual 1 or Qi Uses the date interval for the First Quarter of the current year from q YYYY0101 00 00 00 to YYYY0331 23 59 59 q2 or Q2 q4 or Q4 m pame t 1 4 qx 1990 lt gt qx 2030 EE Uses the date interval for the Third Quarter of the current year from YYYY0701 00 00 00 to YYYY0930 23 59 59 Uses the date interval for the Fourth Quarter of the current year from YYYY1001 00 00 00 to YYYY1231 23 59 59 The date interval for the first day of the quarter specified in the past from YYYYMMO1 00 00 00 to the last day of the same quarter at YYYYMM31 23 59 59 The date interval for the first day of the quarter specified in the future from YYYYMMO1 00 00 00 to the last day of the same quarter at YYYYMMS31 23 59 59 Uses the date interval for the specified Quarter of the specified year from YYYYO101 00 00 00 to YYYY0331 23 59 59 Note that the year can be between 1990 and 2030 in the current Click amp DECIDE version 11 1 0 or greater Uses the date interval for the Second Quarter of the current year from YYYY0401 00 00 00 t
76. e the Common Feed List d View my feeds 5 Select the Publish command in the Web Portal 6 Click RSS Feed to create edit or remove an RSS Feed from the RSS Feed Table Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 88 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn d CCl d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDEC DE Business Application Intelligence Manual fi Publish RSS Feed Administrator Logout Description a Bw 8 12 2013 11 59 00 AM The Invoice 12017 amount is 355868 15000000002 See the Invoice 12017 from M hittp dch T2008R2 dvweb Displ aZ i 8 12 2013 11 59 00 AM The Invoice 12018 amount is 376532 28749999998 See the Invoice 12018 from M http dch T2008R2 dvweb Displ a 3 8 12 2013 11 59 00 AM The Invoice 12968 amount is 304768 15000000002 See the Invoice 12968 from M http dch T2008R2 dvweb Displ aZ 8 12 2013 11 59 00 AM The Invoice 12969 amount is 322382 28749999998 See the Invoice 12969 from M http dch T2008R2 dvweb Displ 6 1 1 Editing an RSS Feed To edit an RSS Feed please follow the steps below 1 Click the amp Edit icon to the left of the RSS Feed you wish to edit 2 Editthe parameters as necessary 3 Note the Date field s content can be used by the Purge command later Publish RSS Feed Administrator Logout
77. e the Left Menu pane To show the left Menu pane click the left vertical bar to show the Left Menu pane 2 3 2 Hide or Display The Banner To hide the Banner click the horizontal bar to hide the Banner To show the Banner click the horizontal bar to show the banner 10 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here 9 Clickh amp DECGi DE Business Application Intelligence Manual Web Portal Home Windows Internet Explorer E fer go le http jflocalhost dvweb JO E n e Web Portal Home x uj LS 0 9 C Lich amp DECi DE uest Logout g Log A E 3 BAI Demonstration w Menus Favorites Dashboards Click here to hide or show the ClickDECIDE Banner Dynamic Reports Dynamic Queries F namic Cubes 111 si b Queri Click here ta hide or show the Left Pane F eb Queries L Report with URL link Y T Click the Home Page icon E go back to the Home Page Note you also can directly get the Web Portal without Banner neither Left Menu List by replacing http localhost dvweb with http localhost dvweb Home aspx http localhost dyweb home aspx Windows Internet Explorer Go F E http J lacalhost dweb O r a localhost x ini Administrator
78. ed Tasks Al Tasks 2 Click Tasks Your tasks and default Click amp DECIDE tasks will appear in the frame See previous above picture To edit a Task just click on the Task Name The Task will be open 5 Todelete a Task just click on the right Ss icon and confirm Note that a Task cannot be deleted if still used by a Scheduled Task For more information please see the Schedule section to learn how to schedule one or more tasks 44 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCRLODECIOHOE Business Application Intelligence Manual 4 5 Running a Dynamic Cube To run a dynamic cube please follow the steps below In this section we will explain some specific commands that can be used once a cube is displayed This example will use the following cube Cube 1 Sales by year and salesman Note Mozilla Firefox and Google Chrome Browsers do not support the Cube feature Click the Dynamic Cube branch Select the cube you want in this example Cube 1 Sales by year and salesman Ignore all the parameters to get three years Click Run to run the Cube TA SD Ie zx Note you may be prompted to install an ActiveX Web Component if it is the first time you are running Cube from this PC Click the plus sign to expand Date leve
79. en if there are no data some months Same comment for the days To cancel a slicer selection just click the Red Cross with the filter icon in the slicer box PA DATEYear 2011 2012 2013 A Save your Excel Sheet xlsx to finish Next time you will open it you can refresh the table data if needed using the Refresh icon in the PowerPivot Window for Excel You also can add Horizontal Slicers example with the AREA and SALESMAN If you click on WEST Area only the vendors from this area will be displayed in the SALESMAN Slicer and the Graph 76 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT Click DECIDE Business Application Intelligence Manual AREA ATLANTIC MORTH WEST WEST DATEYear 2011 2013 DATEMonth T ESSE sols 7 3 10 11 DATEDay d 5 10 14 15 E 26 all SALNAME Bill Raley Jean Martin Kim Johnson Sum of TOTAL 300000 250000 200000 150000 100000 Doug Castro SALMAME gt Diane Meyer Jim Baxter Georges Dunel Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click8 DECIDE partner click here Doug Castro
80. equency Status Last Run Time Next Run Time Last Run Result e MyMonthlyReportScheduledTask Every month Ready 01 09 2013 00 00 00 Every day Ready 10 08 2013 00 15 00 New Scheduled Task i3 Purge Alerts Tables 5 2 1 Edit Click directly the Scheduled task name you wish to modify in the editor 5 2 2 Delete Click the Ss icon to remove this scheduled task 5 2 3 Run Now Click the 1 icon to run now the Scheduled Task useful to test it after creation 5 3 Copy a Scheduled Task Shortcut Sometimes it could be useful to authorize someone not being a Task Administrator to be able to run a Scheduled Task this is the purpose of the last right Y icon this URL can be copied into a Menu branch accessible from some users belonging to a Group displaying this Menu New feature of Click8 DECIDE 2013 5 4 Working with SQL Tasks To work with SQL Tasks please follow the steps below You can create an SQL Task to send an SQL command to a database Note that this is reserved to advanced users and Administrators only In this example we are going to view one of the tasks installed by default Purge RSS Feed Table SQL Task The Purge RSS Feed Table task contains an SQL command which runs an SQL Server procedure This procedure will purge the required tables Note the database can be one of the Data Sources defined in the ClickK amp DECIDE Administration Manager SQL Server Oracle Series DB2 UDB ODBC Database 1 Click the Schedu
81. er displaying any file type or Click amp DECIDE project files containing queries or reports except cubes 4 1 2 Items Requiring the Installation of Additional Components The following menu items require the installation of additional components e A branch running a Cube e Abranch called a Shared Folder displaying ClicK amp DECIDE project files containing cubes e In both cases a Microsoft Web Component ActiveX should be installed 30 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Clickee DECIDE Business Application Intelligence Manual 4 1 3 Items Requiring the Installation of Additional Software The following items require the installation of additional software e Abranch running the Click amp DECiDE Builder software Browse BAI Demonstration Click and DECIDE Builder Administrator Logout a Web Builder 4 2 Running a Dynamic Item To run a dynamic item such as a query report or cube please follow the steps below The following explanation applies to a dynamic query report or cube The example will be given with a dynamic report 4 2 1 Exporting a Report in PDF Format To export a report in PDF format please follow the steps below 1 Select Browse 2 Select BAI Demonstration 3 Select Dynamic Repor
82. ery General Format icon ASCII Sequential amp ASCII S quentiel wl Atom jus sy Cs Unicode E E l Cancel pply Help Click OK and save the menu 4 7 2 Step 2 Copying the ATOM URL link to be used in Excel 2010 Open the Web Portal against the Server having the Click amp DECIDE Web Server installed and if needed enter your login depending on your Authentication Mode Once connected to the Web Portal select the branch containing all your required queries having the ATOM output format fi Browse BAI Demonstration Excel Integration Power Pivot Didier Logout el PowerPivot Saas xlsx t Sales E Salesman t 2 Sales Details amp amp Customers Products amp Categories t 4 States Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 64 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CLich amp DECIDE Business Application Intelligence Manual Select the first query corresponding to the Sales Table in the above example BAI Demonstration Excel Integration Power Pivot Sales Didier Logout Choose a Keyword in the List Ignore the parameter GNORE below Or enter a date or a part of a Date If the parameter CHORE amt above was ignored Output Format PDF HTML Other Share Click the oy Sha
83. es Web Queries Others laa Shared Folder Static Reports lt gt Create Thank you for using Click amp DECIDE Business Application Intelligence From an iPad or Android Tablet or Smartphone only the right pane will be displayed S web Portal Home Windows Internet Explorer bi E http ilocalhost dvweb O 4 ER Mes Portal Home x how guest Logout a Menus Favorites Browse On the above screen a Standard User only will access to the following commands Click Browse to display the Menu List defined for the Group you belong to Click Configure to customize this Home Page see your Credential manage your Data Source Logins and manage your Favorites Click Create to open the Google Chart Dashboard Editor 8 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW i Cl ickn d ec d e CO Mm To contact your nearest Click8 DECIDE partner click here AT CLich amp pDECI DE Business Application Intelligence Manual 2 2 Connection as a Task Administrator User In that case you belong to a Task Administrator group defined in the Click amp DECiDE Administration Manager 2 2 1 Under Click amp DECIDE Authentication You can use the proposed Admin account unless you have defined other Users 1 Enter the User Name Admin 9 CLick amp iDECIDE User Name Admin Password eesse
84. et a sub report for the selected Product only Name Prodref Product Amount James Smith 0111 HYBRID TOUR 95 9 990 00 James Smith 0111 HYBRID TOUR 95 11 100 00 7 Select an article code beginning with 02 in the PRODREF column A third report for the ADULT family will appear in place of the current report Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 36 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Report with URL link Sales with 3 levels Sales by Area and Distributor Result Administrator Lo M CLick8 DECIDE Sales by area and distributor third subreport with parameter You have selected the ADULT Family Product number beginning with 02 and the CENTRAL Area PRODREF PRODUCT FAMILY QTY AMOUNT 0213 BMX ADULT RACER Adult 16 12 736 00 0214 BMX URBAN LEAGUE Adult 14 31 500 00 0215 SCHWINN EXCURSION RACER Adult 9 13 365 00 8 Click the Back Browser button to come back to the previous report 4 3 Working with Useful Icons and Buttons 4 3 1 Navigation icons Home Page sends you back to the Main Home Page Report with URL link Sales with 3 levels Sales by Area and Distributor Result Administrator Lo Click here to come back to the MM Click DECIDE Pc Sales by area and di
85. ether the task must be run every day or every X days via the Run the Scheduled Task every x Day s check box Every Week the task will run each week starting at the specified day and time Frequency Frequency Every week Start Date and Time 06 08 2013 00 00 00 C End Date kun the Scheduled Task H Week s on Monday Tuesday Wednesday Thursday ery O Friday Saturday Sunday Specify the Start Date and Time the task will be saved unless you decide to delete it later Specify an End Date if necessary Define whether the task must be run every week or every X weeks via the Run the Scheduled Task every x Week s check box Specify which day s of the Week you need to run this scheduled task by selecting the day of the week check boxes as appropriate Every Month the task will run each month starting at the specified date and time Frequency Frequency Every month Start Date and Time 96 08 2013 00 00 00 End Date 09 08 2013 Run the Scheduled Task on the Following Months Y January February March April May w June 4 July August September October November December Specify the Start Date and Time the task will be saved unless you decide to delete it later Specify an End Date if necessary Select which day of the month the task must be run between 1 to 31 Select which day of the week between Monday to Sunday specifying the position of this day in the month between First Second Th
86. g an Information Feed OK icon to confirm your modifications Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 93 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO Im To contact your nearest Click amp DECIDE partner click here CLich amp tDECI DE Business Application Intelligence Manual To create an Information Feed please follow the steps below 7 8 9 10 11 12 Click Information Feed in the Publish command in the Web Portal Click the Add an Information feed to publish button at the bottom of the Information feed screen Configure the parameters for the new Information feed as appropriate Note the Date field s content can be used by the Purge command later Click Add Click Finish 6 2 3 Deleting an Information Feed To delete an Information Feed please follow the steps below 4 o Click Information Feed in the Publish command in the Web Portal Click the Remove icon to the left of the Information Feed you wish to remove A message appears asking you to confirm Click OK to continue 6 2 4 Purging Obsolete Information Feeds You can purge obsolete Information feeds whose date is older than a specified number of days To purge an obsolete Information Feed please follow the steps below 7 8 9 10 11 12 Click Information Feed in the Publish command in the Web Portal Click the Purge ex
87. iDE Authentication If the Click amp DECIDE Authentication Mode has been defined in the Server then the Groups are the one you belong to defined in Click amp DECIDE Administration Manager The Authentication box will appear as follow Your Server Administrator Credentials lil View User guest Rights User l Authentication 3 Favorites Groups WEBUSERS ila 1 Manage Data Source Logins Data Source User ID Password Add a new data source login Create The Rights could be User if you do not belong to a Task Administrator Group or Administrator if you belong to a Task Administrator Group in ClicK amp DECIDE Administration Manager The IP Address of your computer also appears here 3 2 3 Manage Data Source Logins This feature allows the user to connect to a database that is not using the Windows credential and keep nevertheless the Windows Authentication for the Web Portal Access For example you have a distinct User ID and Password to connect to the Series and want to be under Windows Authentication in the Web Portal because the use of the Excel 2010 Power Pivot or Web Queries from any Excel requires this Authentication Mode To add you own credential for the iSeries data source do the following steps Note that this data source must previously be defined in Click amp DECIDE Administration Manager as a Data Source Secured
88. ilder Query This link allows the user to copy and paste this link into a CliIcK amp DECiDE Builder project file and get automatically the corresponding query built inside this project Useful when using Click amp DECIDE Web Builder 4 4 Saving a Task 4 4 1 Create a new Task To create a task please follow the steps below This example will use the Demo Multi Criteria report for the Last Month period Select the Dynamic Report branch in the left BAI Demonstration menu Click the Demo Multi Criteria report Ignore all parameters except the Date Replace the year with Last Month Select PDF output format Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 38 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here 9 CLich amp DECIDE Business Application Intelligence Manual f Browse BAlDemonstration Dynamic Reports Demo Multi Criteria Administrator Logout Area IGNORE indi Salesman Name GNORE idi Date Use key words or a calendar date Kasimo eiii ouput Fomat POF O HTML O Oter lll 6 Click the Save Task button 7 General enter a name for the Task Schedule Tasks X New Export Task Administrator Logout 8 Source note the Report information New in version 2013 Menu Name Item Name and Menu ID Menu Alia
89. in the Timeout he is automatically disconnected When he clicks again to a Menu Item he is automatically reconnected if the maximum number of users is not reached 2 5 Refreshing the Menu With the new Click amp DECIDE Enterprise Version 2013 and greater any new file located in a Shared Folder will automatically be displayed when accessing this shared folder You do not need any more to refresh the Menu content as it was necessary with previous versions of Click amp DECIDE Nevertheless if the Menu Structure has changed because you added a new shared folder or a new branch etc you need to refresh the Menu by disconnecting from the Web Portal and reconnecting again Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 12 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here AT Clickee DECIDE Business Application Intelligence Manual 3 Configure 3 1 View The View command enables any user Standard Users and Task Administrator Users to modify the Click amp DECiDE Web Portal s Theme Background and Menu Look the language to be used the date time and numeric formats and enables any user to display or hide the product information when opening the Web Portal Browse ft Configure View Admin Logout Language BS NE io l Authentication ta aa English United States M
90. ion Dynamic Reports Demo Multi Criteria Result Administrator Logout E Report Demo Multi Criteria with 3 Break Levels 9 Area ail Code Salesman name al Date al Amount ATLANTIC ATLANTIC 4 Diane Meyer 15032012 5226 155 15 16 06 2012 5167 135 23 194062012 5156 318 20 zrn rzp2 55 262 50 pantt 2012 5224 130 25 2r i2012 SB 451 07 21212012 3197 631 50 2012 1 117 395 96 Diane Meyer 1 117 395 96 ATLAHTIC 12 Karen Walker ZTHO2012 55 650 00 2012 65 860 00 Karen Walker 65 860 00 ATLANTIC 1 183 255 96 4 2 2 Exporting to another Output Format Select the output format HTML or Other 2 Select the Other option button to view the list of additional output formats supported by Click amp DECIDE if your Administrator has setup this menu branch to propose other formats Area ATLANTIC NORTH WEST T Diane Meyer Joe Kramer Karen Walker T Last Year pert Output Format PDF HTML Other Bs isst z Salesman Name Date Use key words or a calendar date 3 Click Run to get the report result in the specified output format according to the parameter values you entered In the example below we selected the Excel 2007 output format and above criteria with Last Year for the date 4 A message appears while running Output Format PDF HTML 8 Other des FALT A Running 5 Then a message ask you what to do with the generated Excel file Contact us E mail support clickndecide com Tel
91. ird Fourth or Last Select the Run the Scheduled Task on the following Months check boxes as appropriate by selecting the required months of the year 5 1 3 Repetition 7 Define the Repetition if needed For each frequency you can specify if you need to repeat the scheduled task 80 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT Clich amp t DECIDE Business Application Intelligence Manual Repetition Repeat the Scheduled Task Interval Duration Hours 0 Minutes Repeat the Scheduled Task check box Enter an Interval for a time dimension in Minutes or Hours Enter a repetition Duration in Hours and Minutes 5 1 4 Set Account Information Set Account Information Run as SYSTEM Before saving the scheduled task be sure the SYSTEM user account is correct for your situation See next paragraph for more details 8 Click Finish to save the new Scheduled Task that will appear in the list below amp Schedule Scheduled Tasks Didier Logout Frequency Status Last Run Time Next Run Time Last Run Result 2 MyMonthlyReportscheduledTask EV8rv month Ready 01 09 2013 00 00 00 Every day Ready 10 08 2013 00 15 00 New Scheduled Task 5 1 5 Working with the Scheduled Task Account When you run a task
92. isting Information feed button at the bottom of the Information feed screen Enter the Number of days to keep Click Purge Note the success message appears under the Number of days to keep text box Click Finish Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 94 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here CLich amp pDECGI DE Business Application Intelligence Manual 7 Working with Date Keywords 7 1 Invariant Predefined Functions Invariant functions are keyword or expressions that can be understood by Click amp DECiDE whatever your PC s regional settings language is Range a Comment HOURS Note in INVARIANT mode hours is always written in plural even if the value is x 0 or x 1 ONIS AO 0 12 The date time interval from the beginning of the hour specified in the past g from XX 00 00 to XX 59 59 aahon 0 12 The date time interval from the beginning of the hour specified in the future from XX 00 00 to XX 59 59 0 ica ehoure 12 The interval from the beginning of the hour specified in the past at XX 00 00 up to now The interval from now to the end of the hour specified in the future at until x hours 1 12 XX 59 59 DAYS Note in INVARIANT mode days is always written in plural even if the value is x 0 or x 1 LL NN The date of the day specified i
93. jquery ui directory e Open the jquery ui 1 9 2 custom min css file with a text editor f Inthe row number 4 select the link full beginning with htip jqueryui com themeroller g Paste this link into a browser and press Enter h In the JQuery ThemeRoller you can customize the skin step by step using the Roll Your Own Tab or select an already prepared theme in the Gallery Tab Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 15 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here ThemeRoller iy Roll Your Chen Gallery Help LI Font Settings Corner Radius Header Toolba Conte Clic Koo Clickab Highlight Error Modal Screen for Overlays Drop Shadows Reverse page background color ClLich amp tDECI DE Business Application Intelligence Manual ThemeRoller Accordion Section 1 A Mauris mauris ante blandit et ultrices a suscipit eget quam Integer ut neque Vivamus nisi metus amet nunc Mam a nibh Donec suscipit eros Nam mi Proin viverra leo ut odio Curabitur malesuad vulputate First Second Third Lorem ipsum dolor sit amet consectetur adipisicing elit sed do eiusmod tempor incididunt ut labore e vendam quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat Rool You Own define yourself what yo
94. k amp DECIDE 1 Select the RSS Feed Post Treatment 2 Enter the Title you want to be displayed in the RSS Title area 3 Enter the Description you want to be displayed in the RSS Description area 4 Enter the Link Hyperlink This function will automatically generate the URL corresponding to the report file created so that the end user can open this report when clicking the RSS Title 5 Enter the Category so that you can classify your information in several categories such as Brochures Videos Documentation Price List and so on This is optional Note Standard RSS Feed readers do not use User and Group 6 Click Finish when done Any new Task will appear in the Web Portal as follow in the Schedule Task Frame 43 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i Headquarters Click amp DECIiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW i Cl ickn d ec d e CO mM To contact your nearest Click8 DECIDE partner click here Clickee DECIDE Business Application Intelligence Manual amp Schedule Tasks Administrator Logout A MyReportL astMonth I1 Purge Hightiahts Table H Furge Infos Table i Purge RSS Feed Table New SOL Task New Generic Task 4 4 3 Modifying or Deleting a Task To view or modify or delete an existing task please perform the steps below 1 Click the Schedule command in the Web Portal amp Schedule Administrator Logout E Schedul
95. k amp DECIDE partner click here ClLich amp tDECI DE Business Application Intelligence Manual Lifetime this information gives the date and time when the user will be disconnected if there is no activity in the Web Portal This only concerns Concurrent Users Note after 10 minutes without activity a concurrent user is disconnected whereas a CAL User still appears but their IP Address displays Inactive The Lifetime displays the last lifetime that was valid before the timeout Example 1 Web Portal License 1 5 CAL s 2 5 Concurrent s AllowClent ccess License Product Name IP Lifetime S CAL WebPortal VIRGINIE 192 168 0 54 12 14 2009 10 42 43 AM Concurrent WebPortal DIDIER fe80 0434 10b8 a5e1 3c9c708 12 14 2009 10 38 35 AM Concurrent WebPortal ADMINISTRATOR 12 14 2009 10 39 10 AM After a while the User VIRGINIE appears as inactive Web Portal License 1 5 CAL s 1 5 Concurrent s AllowClient amp ccess 5 License Product Name IP Lifetime CAL WebPortal VIRGINIE Inactive 12 14 2009 11 06 24 AM Concurrent WebPortal DIDIER fe80 ed34 f b8 abel 3c9c e8 12 14 2009 11 34 28 AM The VIRGINIE CAL user appears with an Unknown IP Address when inactive this allows the same user to connect again from another PC with a different IP Address Example 2 Web Portal license 1 5 CAL s 2 5 Concurrent s AllowClisnticces License Product Mame IP Lifetime E CAL WebPortal VIRGINIE Inactive 12 14 2
96. le command in the Web Portal the click the Tasks branch Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 83 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here AT Clickh amp DECGi DE Business Application Intelligence Manual EE Schedule Tasks Administrator Logout A MyReportL astMonth B Purge Hiohtiahis Table H Purge Infos Table i Purge RSS Feed Table New SOL Task New Generic Task 2 Select the Purge RSS Feed Table task 3 Note the Purge RSS Feed Table task is opened in the Task Editor Didier Logout fi Schedule Tasks Purge RSS Feed Table Task Name Purge R55 Feed Table Data Source Local SQL Server Wap 7 SOL exec datasetreport demo purge alert demo rssfeed pubdate 10 Note that if the User ID is empty the program accepts an empty Password because it could be a database under Windows Authentication But if the User ID is not empty the program also accepts the password to be empty or not empty when creating the task but later when editing this task again the program always remove the password and a warning message will advise the user that the password is empty so that he has to enter it again if exists Didier Logout f Schedule Tasks Purge RSS Feed Table Task Name Purge RSS Feed Table Data
97. ls Click the Area filter field to display only certain areas please refer to the Cube User Guide for more information BAI Demonstration Dynamic Cubes Cube 1 Sales by Year and by Salesman Result Cube 1 Sales by Year and by Salesman Cube Chart G2 G2 5 2 So mw os E 2 ie jg Tp E EE 9 Dynamic Cube Sales hy Year and by Salesman AREA y Years Quarters E 2011 SETE m 2013 Grand Total LI PI EE ESA Total SALNAME TOTAL TOTAL TOTAL TOTAL TOTAL TOTAL TOTAL TOTAL Bill Raley 533 347 00 143 087 80 482 947 80 354 581 80 585 901 80 ETATE Diane Meyer 309 028 71 226 166 15 325 504 49 565 725 53 066 456 48 Doug Castro 1946 734 41 2 473849 75 156 244 45 1071 942 46 2 057 604 94 Serpe bs 986 082 85 245 3521 79 5 244 358 93 173554 50 310 843 79 1 058 487 55 8 Click the Chart Tab to display the Graph Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 45 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Click amp DECi DE Business Application Intelligence Manual BAI Demonstration Dynamic Cubes Cube 1 Sales by Year and by Salesman Result Administrator Log AREA v All AREA 4 000 000 00 3 000 000 00 2 000 000 00 es Smith Click the down arrow in the top left corner of the screen to di
98. ls Web Portal Statistics Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 9 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here Click amp DECIDE Business Application Intelligence Manual Web Portal Home Windows Internet Explorer Admin Logout 3 BAI Demonstration w Menus Favorites 3 BAI Tools z E Web Portal Statistics Aus Schedule Configure Schedule Publish gt Publish Thank you for using Click amp DECIDE Business Note that only users belonging to a Task Administrator Group can see the Schedule and Publish command but also can see the Connected Users in the Configure command 2 3 Hiding the Banner or the Left Pane Menu list It is easy make the left menu pane wider or narrower or hidden as necessary depending on the size of the report query cube or Dashboard you want to display in the right pane or the length of a URL report name you want to view in the left menu pane You also can hide or show the Banner according the size you need to display Dashboards Reports Cubes etc 2 3 1 Modify the size or Hide the Left Menu Pane To make the left Menu pane narrower select the vertical bar and drag it to the left To make the left Menu pane wider select the vertical bar and drag it to the right To hide the left Menu pane click the vertical bar to hid
99. miss Users ca reni Meg 00000000 0 cer Admin ee Ef Administrator iios Pierre bo de E User Groups Meas TT la Model Parameter nd ie to Guest E 4 Confirmation EA Model Parameter Enable B Didier P User Groups Le 2B Model Parameter Data Sour UserID Password And in the next picture Didier is not a CAL User and will appear as a Concurrent User E Click and DECIDE Administration Manager Mode Windows om X File Edit View Tools Help CREET ILEI H FELE Users User Admin User ID Didier El amp Administrator Po dem k User Groups Mame ae Model Parameter porc d DoS Guest E 8 Pierre Confirmation Enable Note that it is not necessary to add the User Didier in that case in Administration Manager if using Windows Authentication if this user will never be declared as a CAL User From left to right this Connected Users screen displays An icon allowing to remove the corresponding user example a User who left the Company License type CAL Client Access License or Concurrent Users Product Web Portal or Connect User Name the connected user s User ID IP Address IP of the connected user computer IPV4 or IPV6 24 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Clic
100. n DATEMonth Item Sorting and Filtering Data source order Visually indicate items with no data Ascending A ta Z L Show items with na data last 3 Descending 7 to A Here you can change some options to modify the presentation for example remove the option Show items with no data last and click OK for all Date Slicers The previous example will be as follow if you apply for Months and Days slicers and if needed Quarter and Year 75 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click amp DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual DATEYear Sum of TOTAL sum of TOTAL Column Labels A O RowLabels gt ATLANTIC NORTH WEST WEST ame 2012 Bill Raley 143 087 80 aula Sanaa Diane Meyer 325 504 49 Doug Castro 156 24 DATEQuater Sun Georges Dunel 244 35 A Ric 5mith 150 43 1 Eg Sandra Davis 61527 30 Grand Total 325504 49 204615 10 55103 DATEMonth 200000 iL E 3 ENED 7 SS El 10 TT 150000 100000 DATEDay 2 3 al E S EA En EI 14 j 15 EE ss 2 2 Bl 25 BM 27 29 so 31 il 3 l E Bill Raley Diane Doug GeorgesRic Smith Sandra Meyer Castro Dune Davis SALMAME Now the month numbers are always in the order from 1 to 12 ev
101. n the past from 00 00 00 to 23 59 59 The date of the day specified in the future from 00 00 00 to 23 59 59 7 7 mexia 0 From the beginning of the date of the day specified in the past from y 00 00 00 up to now From now up to the end of the date of the day specified in the future at until x days t 23 59 59 WEEKS Note in INVARIANT mode weeks is always written in plural even if the value is x 0 or x 1 x weeks ado 0 7 The date interval for the week specified in the past from YYYYMMDD g 00 00 00 to YYYYMMDD 23 59 59 7 The date interval for the week specified in the future from YYYYMMDD 00 00 00 to YYYYMMDD 23 59 59 0 0 7 From the beginning of the first day of the week specified in the past at 00 00 00 up to now From now to the end of the last day of the week specified in the future at 1 7 Many 23 59 59 MONTHS Note in INVARIANT mode months is always written in plural even if the value is x 0 or x 1 Mond 0 12 The date interval for the first day of the month specified in the past from 9 YYYYMMO1 00 00 00 to YYYYMM31 23 59 59 omita 0 12 The date interval for the first day of the month specified in the future from YYYYMMO1 00 00 00 to YYYYMM31 23 59 59 ances niche 0 12 From the beginning of the first day of the month specified in the past at 00 00 00 up to now in x weeks until x weeks From now up to the end of the last day of the month specified in the future at 23 59 59 QUARTER Note in INVARIANT mod
102. ner click here AT CLich amp pDECGI DE Business Application Intelligence Manual To use another user account or modify the settings please follow the steps below For example if you wish to run the task under French regional settings rather than English regional settings or if you wish to modify parameters for network security reasons Before saving the Scheduled Task by clicking the Finish button Set Account Information Run as DCH T2008R Administrator A ETE Cancel 1 Enter the new Login in the Run As box 2 Enter the Password Click Finish at the base of the Scheduled Tasks Configuration pane in the Web Portal when all the required options are selected The new scheduled task will appear in the left top list 4 Open the Windows Task Scheduler select Start gt Control Panel gt Administrative Tools gt Task Scheduler to see the modified Scheduled Task Triggers 9 GnoglelpdateTaskllser5 1 5 21 415 Ready At 6 30 PM every day GonglelpdateTaskllser5 1 5 21 415 Ready At6 30 PM every day After triggered repeat every 1 hour For a duration of 1 day 4 Task Scheduler Local E Ea Task Scheduler Library Microsoft Bs MyMonthlyReportScheduledTask Ready 4b 12 00 AM on day 1 of January February March April May June July August September 3 Purge Alerts Tables Ready 4b 12 15 AM every day 9 User Feed Synchronization 2BB52 Ready 4t 5 24 PM every day Trigger expires at 8 9 2023 5 24 18 PM
103. nns nna nnns 92 6 2 Working with the Information Feed Table ooccccccccconccnncccconccnncocconcnnnononononnnnnnnnnnnnnnononnnnnnnnnnannnnnnononnennnoss 93 GA PE EOIN an MM hit AON imo T TT EIC 93 6 2 2 Creating an Information FO ccccccssssccccccsseeceeeceeeseceeecseuececesseueeeeessaaseeeesssaseeeessuaeeeesssesesesessageeees 93 6 2 3 Deleting an Information Feed ccccccccseeseeccseeeeeeeeeeeeeseeseeeeeeeeeesseaeeeeseaeeeessaueeessageeesseeeeeseaeeeesseeesssageees 94 6 2 4 Purging Obsolete Information Fe S ccccccccccccccsssseceeecseeseceeeeueeeeeeeeeeeeseeeeesaeaeeeeeesaeaeeeessseaeeeeessaaseeees 94 7 Working with Date Keywords eeessssssssesseseeeee nennen nennen nennen sehn nnn nr sinna rini ss sna asini ss sna iain rise na annes nna nnn nnns 95 7 1 Invariant Predefined Functions cccccccsseccccesscceceeeeeeceeeceecaueeeceuueceesseeeeesseecessaseeeeseaeceeseaeeessaecesseneeeesaaes 95 7 2 Standard Days and Months Functions By Language sees eee nnne 97 7 3 Other Hour Functions by language essai i seendieecdcctawsssnadavncdcntaeiadandaccidastaeaatneteraddeedeeiainetateddentasdateetetiadddetanastertane 98 7 4 Other Day Functions by Language oooccccccncccccccooncconnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnns 99 7 5 Other Week Functions by Language sssesessssissssseeeene nennen nnne nnne nnn nsns nnn
104. ntact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual 8 3 ShowParameters Function Description Supported Action Remarks Parameters ShowParameters aspx shows the sav 0 file download the __sav 1 file displays parameters Show the before parameter list running for the selected Old name exec item Note if e 1 and if a result already exists for the same query string the result will be directly displayed You need to click again the Run or Export button to reload the report or query Old name _exec dvweb Menus ShowParameters aspx runs without showing parameters dvweb Menus ShowParameters aspx ma BAl Demonstration mi 2316 8 4 Display Comment Display aspx Note in the case of a runnable item if the result already exists it will be directly displayed if not it will be run without the possibility to cancel To run Displays a runnable Menu item result with the navigation bar Under a tablet or smartphone no navigation bar is displayed dvweb Menus Display aspx directly an item with the possibility to cancel you must use ShowParameters aspx with the amp __e 1 dvweb Menus Display asox ma BAl Demonstration mi 2
105. ntelligence Manual Add to Favorites Je Microsoft Feeds new Microsoft ak Home Microsoft at work MSNBC News new EX Click amp DECIDE R55 Click here to see the Click amp DECIDE RSS Feeds See Suggested Sites 1 1 Working with the Highlight Feed Table The Highlight Feed Table still exists in the DataSetReport SQL Server database to ensure the compatibility with previous ClicK amp DECIDE versions 10 or 11 but the WebParts feature using this table is not anymore supported by Click amp DECIDE 2013 You can refer to the User Manual for previous version at http www clickndecide com sites default files assets files resources clickndecide bai web portal user quide 1 paf To access now to this table do the following 1 Click the Publish command in the Web Portal 2 Click Highlight Feed fi Publish Highlight Feed Administrator Logout a 8 12 2013 10 39 00 AM 1 The Invoice 12023 amount is 256963 50 See the Invoice 12023 from C hitp dch T2008R2 dvweb Displ aZ 8 12 2013 10 39 00 AM 1 The Invoice 12024 amountis 272689 75 See the Invoice 12024 from C http dch T2008R2 dvweb Displ 6 1 6 Editing a Highlight Feed To edit a Highlight Feed please follow the steps below 1 Click the Edit icon amp to the left of the Highlight Feed you wish to edit 91 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Bap
106. nuelfFisrtOfTheMonth Run Command CAProgram Files x86 Click and DECIDENBAIND7ZCheckDay exe 1 This is useful when you wish to create a Scheduled Daily Task running successively e the Consolidation Aggregation and Purge tasks e followed by the Daily Report Generation task e then check if we are the first day of the Month e then if true run the Monthly Report Generation task or if false stop the procedure e D7CheckDay exe 31 will check if we are the 31st day of the month 5 6 2 Run a task Daily but only if Last Day of the Month e however D7CheckDay exe 1 will check if it is the last day of the month ex 28 of February 31 of March for example Scheduled Task Name Global NSI Task Actions Available tasks Tasks to be run ExportT oExcel Glick amp DECIDE Consolidation Agregation Pu MyReportLastMonth Daily Report Generation Purge Highlights Table ContinuelfFisrtOf TheMonth Purge Infos Table Monthly Report Generation Purge RSS Feed Table Comments Network security Intelligence Daily Task Active Scheduled Task Runs at Specified Time 86 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO mM To contact your nearest Click amp DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual 6 Publish The Publish menu enables
107. o YYYY0630 23 59 59 YEARS Note in INVARIANT mode years is always written in plural even if the value is x 0 or x 1 x years ago The date interval from the first day of the year specified in the past at YYYY0101 00 00 00 to YYYY1231 23 59 59 The date interval from the first day of the year specified in the future at YYYY0101 00 00 00 to YYYY1231 23 59 59 From the beginning of the first day of the year specified in the past at YYYYO101 00 00 00 up to now an s 1 10 From now up to the end of the last day of the year specified in the future at y YYYY1231 23 59 59 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 96 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT ClLichk amp t DECIDE Business Application Intelligence Manual 7 2 Standard Days and Months Functions By Language In the following table the first column is the same for Invariant or English other available languages can be used according to your PC s regional settings language mm ms D em ne joan Pee DAY FROM LAST WEEK last s Day s semaine s letzter s semana s setmana 96s settimana s f rra E name derni re wochse pasada passada scorsa vecka DAY ON NEXT WEEK Day s kommender s semana 4 s settimana s n sta next 9 Y n hui 2s 9 n vui ROUES name eon woche pr xima Bee SD pro
108. of a Web Query with Excel please follow the steps below 1 Click the Excel Integration gt WebQuery branch in the left BAl Demonstration Menu fi Browse BAI Demonstration Ha Web Query Demo Web Query Demo tor Gra 4 Web Query Excel XLS 4 Web Query Excel XLSX XLSX in the right pane Open the file in Excel Excel Integration Web Query Click one of the predefined example files that is either Web Query Excel XLS or Web Query Excel Note that depending on your Windows version you may need to click the Options button and click Enable this content 5 Click OK and this example should appear as follows Display ashx Read Only Widmdini nin DNP NN NM NM POP PP PP PP iP Pe WIN e tojeo 1 mv en i o o OS A B C D E F l West Atlantic 11 02 2011 11 02 2011 10 01 201 10 07 2011 10 07 201 ike s for Life E O D ie I Pb Rie 1 B 22 01 201 11 05 201 10 01 2011 22 11 2011 30 01 2011 30 01 2011 07 02 2011 30 12 2011 WEST Running Riding Bike 22 01 2011 11 01 2011 15 12 2011 11 01 2011 30 12 2011 WEST Swedish Bicycles 666058 00 15 12 2011 15 12 2011 WEST The Polar Bicycle 73173 00 6 Modify the date using a year or a keyword Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE par
109. plication Intelligence Manual 4 7 Running a PowerPivot with Excel 2010 Requirements Excel 2010 must be installed as well as the Power Pivot module This module can be installed above your Excel 2010 version or greater 4 7 1 Step 1 defining the tables you need in Menu Builder Open Click amp DECiDE Menu Builder and add in a Branch all the required tables based on a query as you can see in the DemoWeb wmu file to do so add a dynamic query pointing to the Click amp DECIDE Builder project file containing theses queries Hud DemoWeb wmu Click and DECIDE Web Menu 316 ld amp BAIS Cale da o 3 d EUIS PF le File Edit Insert View Help H D Dashboards H D Dynamic Reports H D Dynamic Queries H E Dynamic Cubes Excel Integration EOS Web Query Fy Power Pivot Lal PowerPivot SaaS xlsx I Cube to Pivot Table H Report with URL link Click and DECIDE Query General Format Icon Click and DECIDE project File name IATASET DEMOS Cerro Browse Item a A t5 v Visible in browser Cancel Aly Help Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 63 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Then on the Format Tab add the ATOM output format Click and DECIDE Qu
110. quarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here AT CUCRLODECIOHOE Business Application Intelligence Manual A workaround is given in this Manual to be able to use WebQuery URL bigger than 255 characters This manual will gives an example using the Demo_Multicriteria query given in the BAI Demonstration Menu 4 6 3 1 Select the Query to be used and copy the WebQuery URL To generate the Web Query URL please follow the steps below 1 Click the BAI Demonstration menu in the Web Portal 2 Select the Dynamic Queries branch 3 Select the Demo Multicriteria with parameters query ft Browse BAI Demonstration Dynamic Queries Demo Multicriteria with parameters Area GNORE inel Salesman Name GNORE m Date Use key words or a calendar date GNORE D Output Format PDF HTML C Other EXT To get a very long URL we are going to defined several values for the Area parameter and the Salesman Name parameter such as this example all areas are selected and all salesmen are selected Only the Date parameter remains selected but empty amp Browse BAI Demonstration Dynamic Queries Demo Multicriteria with param Didier Logout Area ATLANTIC CENTRAL NORTH WEST SOUTH pe Salesman Name Bill Raley Diane Meyer Doug Castro Geord lp Date Use key words or a calendar date ia 4
111. r Seit 1 Tag desde 1 d a des d 1 dia da 1 giorno sedan 1 dag depuis hier Seit Gestern desde ayer des d ahir da ieri sedan ig r until tomorrow jusqu demain Bis Morgen 99 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ec d e CO mM To contact your nearest Click8 DECIDE partner click here AT Clich amp DECI DVE Business Application Intelligence Manual 7 5 Other Week Functions by Language semana pasada semana anterior semaine Letzte last week derni re Woche Diese esta semana this week cette semaine Woche semana actual next week semaine prochaine 0 weeks ilyaO ago this semaines week cette semaine Vor 0 Wochen Diese Woche hace 0 semana hace 1 il y a 1 semaine semaine derni re 1 week ago last week semana pasada semana Nachste proxima Woche semana siguiente semanas esta semana setmana passada settimana setmana scorsa anterior forra vecka aquesta setmana setmana actual questa denna settimana vecka propera setmana setmana seguent settimana nasta prossima vecka O veckor sedan denna vecka O settimane fa questa settimana fa 0 setmanes esta setmana 1 vecka sedan forra vecka fa 1 setmana 1 settimana fa setmana settimana passada
112. r click here AT CUCREDECIDE Business Application Intelligence Manual htto servername dvweb Menus Query ashx ma BAl Demonstrationg mi 23648P DATE P DATE P_DATE J8P AREA P_AREA P_AREA 8 lg fr FR amp f WebQuer 8 Note that criteria are transmitted as Parameters and not as Values 4 6 2 2 Building an Customized Excel Page To build an Excel page please follow the steps below 1 Open Excel Create a new document Enter the word Period in cell A2 Enter the word Area in cell A3 Set the mouse cursor in cell B5 for example Select the Data tab Click the From Web button o NO oT fF OD Xi I Is le o Insert Page Layout Formulas Data Microsoft Excel Reviews View PowrerPivat HE HE IED Ta Eb connections 4 FSS Y i Clear d a la ES CY ST Properties From From From From Other Existing Refresh o Access Web Text Sources Connections air Edit Links Get External Data Connections gt Reapply Z Sort Filter Text to Ad i Advanced Columns sort amp Filter 9 Paste your WebQuery URL into the Address field in the New Web Query dialog box Click e next to the Fables you want to select then click Import 10 Click Go and wait until the data are displayed Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partne
113. r click here AT Clichk amp DECIDE Business Application Intelligence Manual In the previous screen click the PivotTable icon to create the PowerPivot in the existing sheet or a new sheet FowveerrErvorTOor Excel DODE Home Design E Paste Append E Paste Replace Data Type Whole Number Fa ES From Data Feeds e 3 From Text Format General 7 Paste From From From Azure Refresh mE EA Copy Database Report DataMarket LB From Other Sources Ve oso Tio Clipboard Get External Data B Chart and Table Vertical Two Charts Horizontal hIORTH WWEST 2 Sandra Davis MORTA WEST 3 Jean Martin SOUTH Two Charts vertical 4 Diane Meyer ATLANTIC dit Four Charts e 5 James Smith CENTRAL dij Flattened PivotTable And select for example the Chart and Table Horizontal branch O Mew Worksheet a Existing Worksheet Location Sheeti E 3 2 If we select the B 3 cell this cell will be the most top left corner of the PivotTable area Click OK to confirm PowerPivot Field List vx Choose fields to add to report Chart 1 To build a PivotChart choose fields from the PivotTable Field List Turn on the PivotTable Field List to work with the PivotTable DATEYear DATEQuarter DATEMonth DATEDay DATENUM MOO ODOODODO 15 Slicers Vertical E Slicers Horizontal SZ Report Filter E Column Labels 4 Row Labels X Values Data for Sheeti Chart 1 Shee
114. r click here Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France 9 Clickhk amp D EL DE Business Application Intelligence Manual Ses AAA ZP 78 5 1 Create a New Scheduled Task ooocccccccccccoooncccnnnncononononcnonononononannnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnanennnnnnnnnnnnns 78 da coda 78 SEA OC ICY c 79 A A e o LP PO II E S 80 5 1 4 Set Account Information cccccccconcnnccccnonnoncnonnnnnnncnononnnnnnnnnnnnnnnnn nn nnnnnnn nnn nnnnnnnnnnnnnnnnnnnnnnnnnnrnnnrnnnnnnnnaness 81 5 1 5 Working with the Scheduled Task Account sss nnne nennen nennen nsns annes 81 5 2 Edit Delete or Run Now a Scheduled Task sessssssesseseeeen ee emn enne nennen nenne rers rere re rns 82 S UN o pu THEE TPDRREERETS 83 pre CNC EM E 83 nn 83 5 3 Copy a Scheduled Task ShortCUt oooccccccccccoconnnccnnnncnonononnccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnrnnnnnnnnnnnnnnnnnnans 83 Sa voa AA A st tcc tnn LEE ictu os po esed cod nee nce 83 5 5 Creating Generic TaSkS cccccccccssssseeceeceeceeeeeseeeceeeeeeeeeeseeeceeeeesseeeeeeeeeeeeeseeasesceeeeeesseseaseeeeeeesssaeasseeeeeeeessaaaees 85 5 6 Bunnirig SUCCESSIVE Scheduled TASKS urinaria o is 86 5 6 1 Run a task daily but only if first day of
115. r click here f 53 www clickndecide com AT Click amp DECIDE Business Application Intelligence Manual Address http idch t2008r2 dvweb Menus Query ashx e 5 E x E Options Click next bo the tables you want to select then click Import k 4 a tmm E 10012011 ary ANT ao ew York Sunny Bikes 67885 O WEST Doug c c 000000 astro A Califorma icycles 2908 11 01 2011 WEST S i nea 00 00 00 evada PE 136180 2201201 WEST R c io y 00 00 00 smith Oo olorado 279212 30 01 2011 i SEPEN Georges L po a Zo 11 Click Import and select the Cell B5 Where do vou want to put the data Existing worksheet DO Mew worksheet 12 Click OK to confirm the starting cell x 8 2 13 Select the cell B2 for the Date parameter and activate the options Use this value reference for future refreshes and Refresh automatically when cell value changes 14 Click OK Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 54 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here A ES iy Parameter Value P_AREA Sheet1 5653 Use this value reference for future refreshes 9 ClLichb amp tDECI DE Business Application Intelligence Manual 15 Select the cell B3 for the Area parameter and activate the options
116. r Click n Decide Builder Query Gb me SY c 4 3 4 1 Web Link This link can be used when defining a Favorite or used inside a Google Chart or be saved as a Shortcut on your desktop Note an URL can finish by ezO if you do not want to run immediately the item or by e 1 if you want to get the report result immediately The Web Link URL proposes by default this kind of link http localhost dvweb Menus ShowParameters aspx ma BAl Demonstration amp mi 2492 amp _e 0 where ShowParameters aspx will display first the parameters list and the output formats available for this item You can use Display aspx instead of ShowParameters aspx to not see the parameters list neither the Output formats and run directly the item if e21 Refer to the Technical Appendix 4 3 4 2 Google amp DataTable Datasource This link will be used when creating some Dashboards with the Google Charts Refer to the BAI Dashboard Google Chart User Guide V2013 4 3 4 3 Excel amp WebQuery Datasource This link will be used when using the WebQuery inside an Excel file See the chapter about the WebQuery in this Manual and the Technical Appendix 4 3 4 4 QlikView Script This link will be used when using QlikView to generate the required QlikView script 4 3 4 5 Excel Power Pivot This link will be used when using the PowerPivot module from Excel 2010 or greater See the chapter about the Power Pivot in this Manual 4 3 4 6 Click n Decide Bu
117. re button to get the PowerPivot URL Note if the ATOM format has been added in the Menu for this query you automatically get the required URL using the Share button a Excel Power Pivot http dch t2008r2 dvweb Menus Query ashx ma BAl Demonstration amp mi 2492 amp f Atom Copy the URL from this box http dch t2008r2 dvweb Menus Query ashx mazBAl Demonstration amp mi 2492 amp f2Atom 4 7 3 Step 3 Adding the table content into the Excel Power Pivot Windows On the client workstation start Excel 2010 and open a new sheet xli 0 1 Bookl Microsoft Excel Home Insert Page Layout Formulas I ew PowerPivot HR A XK omo de E New Delete Measure PivotTable Create Update Settings Field Measure Measure Settings Linked Table All List Measures Report Excel Data Options Show Hide Relationship ide Relationship Goto the PowerPivot windowto D E F G H t J K load and prepare data or continue working on data already added to this workbook 9 PowerPivot for Excel Press F1 for add in help Select the PowerPivot Tab and click the PowerPivot Window icon bid O Coo PowerPivotfor Excel i Home Design ES Paste Append SES E Data Type lsotAtoz H Freeze E 8 Ruf 1 4 E Paste Replace Format RI Sort Zto A H Column Width From From From zure Refresh PivotTable Clear All 00 0 3 Copy Database Report DataMarket J From Other
118. ry Web Query Demo Didier Cj Date Use key words or a calendar date CN D Area NORE Cdl Output Format 6 PDF HTML Share 3 Select the Date criteria but do not select any values for this parameter 4 Select the Area criteria but do not select any values for this parameter BAI Demonstration Excel Integration Web Query Web Query Demo Didier Date Uso hoy words os wesiender dem el a ee Output Format PDF HTML 5 Click the button Web Link http deh t2008r2 dvweb Menus ShowParameters aspx __ma E Excel WebQuery Datasource http dch t2008r2 dvweb Menus Query ashx ma BAI Demaor OlikView Script LET P DATE Input Date Use key words or a calendar date Warning LET P AREA Input Area Warning A Click n Decide Builder Query lt xml version 1 0 encoding utf 16 7 lt document gt lt prjitem type objectx 6 Copy the URL from the box at the right of Excel WebQuery Datasource 7 Note the link will look something like the following example http localhost dvweb Menus Query ashx _ma BAl Demonstration amp mi 2364 amp P DATE P DA TE P DATE amp P AREA Z P AREA P AREA amp lg fr FR e f WebQuer Or 52 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click8 DECIDE partne
119. s BAI Demonstration Menu Item ID Demo Multi Criteria 2316 9 Parameters status the parameters default values can be changed again here and optional you can use the last option to generate a document for each distinct value of the specified parameter Parameters IGNORE ine Salesman Name GNORE inei Date Use key words or a calendar date sstMonn m mE Generate a document for each value of the parameter 2000 If you want for example to get a different target directory and or a destination different file name for each value of the AREA field managed by the AREA PARAM parameter then select this option and this parameter Parameters O Area IGNORE imei Salesman Name IGNORE ma E Date Use key words or a calendar date stMonn m idi zal Generate a document for each value of the parameter QoS Hait 2 10 Destination click the Browse icon ri to define the Destination Directory By default the Shared Folder and sub directories can be used because all new files created in these directories can be accessed later via the Web Menu The Shared Folder corresponds to the following default path on the Server C Program Files Click and DECIDEBANDemoWeb Shared Folder Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 39 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click
120. s and the image directory Mame Type Compressed size Fasse m images File Folder query ui 1 9 2 custom css Cascading Style Sheet Docu FEB Mo E query ui 1 9 2 custom min css Cascading Style Sheet Docu BEB Mo s Now go to the C inetoub wwwroot dvweb App_Themes My Personal Theme jquery ui directory t Select and delete the following file and directory 17 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Mame Dake modified Type Size n images 8 5 2013 4 49 PM File Folder jquery ui 1 9 2 custom min css 62 2013 11 57 AM Cascading Style Sh 17 u Paste the directory and the 2 files copied in step r v Go back to the Web Portal and Refresh it using F5 w Now the new My Personal Theme will appear in the list fi Configure View Theme Click and DECIDE Blue Click and DECIDE Darkness Language Numbers Display Product Information Metro My Personal Theme Surf x Select this Theme to use it og CLick amp DECi DE o ES BA Demonstration A Washboards BAI Demonstration Dynamic Reports 3 BAI Tools Dynamic Queries Dynamic Cubes El L Report with URL lir
121. sk Name ExportToExcel Run Command c Windows System32 cscript exe C Program Files x86 Click and DECIDE BAI samples AutomationyExport_Excel vbs 4 Click Finish 5 Note your new SQL Task appears in the Tasks branch in the left pane amp Schedule Tasks Didier Logout al ExportToExcel generic MyReportLastMonth export i Purge Highlights Table sql l Purge Infos Table sql sgl New SOL Task New Generic Task i Purge R55 Feed Table Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 85 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click8 DECIDE partner click here AT CLichk amp DECIDE Business Application Intelligence Manual 5 6 Running Successive Scheduled Tasks When you run a scheduled task the program will run task after task However if a task returns an error the task that follows it will not be run For this reason we have created a program named D7CheckDay exe that generates an error if the current day is different from the parameter For example D7CheckDay exe 1 will stop all the remaining tasks in the Scheduled Task if we are not the first day of any month and will continue to run the remaining tasks if we are the first day of the month 5 6 1 Run a task daily but only if first day of the month ft Schedule Tasks ContinuefFisnOfTheMonth Didier Logout Task Name Conti
122. so aret jusque dans 1 an jusqu l an prochain ns x until x years wo ld gans Bis x Jahren hasta x a os fins x anys fino a x anni till x r Bis 1 Jahr hasta 1 a o fins 1 any fino a 1 anno Bis Nachstes hasta el ano any el proper fino a anno Jahr pr ximo prossimo until 1 year until next till 1 r till n sta ret year Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 103 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d ecl d e com To contact your nearest Click amp DECIDE partner click here AT Click amp DECIDE Business Application Intelligence Manual 8 Technical Appendix Here are some technical information about shortcuts URLs functions etc 8 1 Shorcut Pages Warning all shortcuts have changed in version 2013 Old Shortcut Page Replace with dvweb Menus ShowParameters aspx dvweb Display aspx dvweb Menus Display aspx dvweb Menus Display ashx dvweb Menus Download ashx dvweb WebQuery ashx dvweb Menus Query ashx For compatibility reasons old shortcuts are still supported but we recommend you to switch to the new syntax 8 2 Common Parameters Value for the e Mines O name Excel XLSX Google Data Table etc String _rp Area Chart Sample xgc 1 query 2 report 3 pivot 4 cube inem Name item mames String SSS 1 Only concerns the Dashboard Applications Query ashx 104 Co
123. splay the specific Cube commands that are available in the Web Portal The following context menu appears Cube 1 Sales by Year and by Sale New Grid View Mew Chart view Rename view Remove view Save Data and Presentation As Save Data As Print New Grid View creates a new Cube tab to get another presentation of the available dimensions and measures New Chart View creates a new Chart tab to get another graph presentation A Chart can be linked to a Cube View or can be standalone Rename View allow you to rename a Cube View or Chart View First select the View to be renamed then use this command Remove View allow you to remove a Cube View or Chart View First select the View to be removed then use this command Warning if you are removing a Cube View linked to a Chart View a message will appear explaining that the Chart View is linked to the Cube View and that you will also lose these views 46 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here AT CLich amp pDECGI DE Business Application Intelligence Manual Chart Stacked 3D linked to Cube You will also lose these views Please confirm Click OK only if you accept losing both views The above example concerns the Cube 6 Sales
124. ssima vecka NEXT COMING DAY Day coming s Name s prochain nachster s pr ximo s proper s S prossimo n sta s LAST MOST RECENT DAY most recent Day Name s dernier letzter s s pasado s passat S scorso SS SINCE A DAY Day UNTIL A DAY Day y s De ume NEXT MONTH ON NEXT YEAR nia One Month s ann e s kommendes 96s a o s proper s anno s nasta Name prochaine Jahr proximo any prossimo aret MONTH OF PREVIOUS YEAR Month s ann e l S a o s an S anno s f rra last s ane 96s letztes jahr i seme ji Name derni re pasado passat scorso ret NEXT COMING MONTH MOST RECENT MONTH i ECEN yon s dernier letzter s s pasado S passat S SCOISO YSS 7oS Name SINCE A MONTH UNTIL A MONTH Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 97 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click amp DECIDE partner click here AT Clich amp DDECI DE Business Application Intelligence Manual 7 3 Other Hour Functions by language next hour prochaine heure Letzte Stunde hora anterior Nachste Stunde hora anterior ultima ora forra timmen hora siguiente hora seguent prossima ora n sta timme 0 hours ago il y a 0 heures Vor O Stunden hace 0 horas fa O hores 0 ore fa Hu M this hour cette heure Diese Stunde es
125. stributor third subreport with parameter You have selected the ADULT Family Product number beginning with 02 and the CENTRAL Area PRODREF PRODUCT FAMILY QTY AMOUNT 0213 BMX ADULT RACER Adult 16 12 736 00 4 3 2 Export to File button Export to File Export to File exports the current report directly to a file without building the result in the Web Page This avoids displaying the result and having to click Save As It is particularly useful when running output formats such as ASCII as it automatically generates an ASCII file on the disk 4 3 3 Save Task button Save Task generates a task that can be scheduled later If you are not recognized as a Task Administrator user this button is hidden A Task Administrator user is a user who belongs to a Group defined as Task Administrator in the ClicK amp DECIDE Administration Manager on the Server Only the Administrator of this module can modify the user status 4 3 4 Share Button Bar Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 37 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d ecl d e com To contact your nearest Click8 DECIDE partner click here 9 CLich amp tDECI DE Business Application Intelligence Manual Share ey Share Share generates the required links URL such as Web Link Google DataTable Datasource Excel WebQuery Datasource QlikView Script Excel Power Pivot o
126. t x Save Cancel If this output format is not visible refer to the Click8 DECIDE Administration Manager Guide pdf to see how to add this output format for a cube on paragraph 6 6 4 Warning the SY icon that you can see in the cube result has not the same function as the Excel 2007 Pivot Table output format This icon only can work to send a cube to Excel when using a Cube Analysis not when using a file having cub extension ir Cube 15ales by Year and by Salesman xlsm A 1 AREA _ AIAREA v EX 2012 2013 Grand Total TOTAL SALNHAME Bill Raley Diane Meyer Doug Castro Georges Dunel James Smith Jean Martin Jim Baxter Joe Kramer John Brown Karen Walker Kim Johnson Ric Smith Robert Salta Sandra Davis Tim Rosenberg Wanda Sanders Grand Total B 5533 347 DO pas 026 71 1 845 73441 206 D82 85 pols 453 25 317 132 10 1 00 2 451 50 4560 O26 75 249 603 36 114 746 00 2 512 615 51 302 905 50 4 21 544 69 pra 173 00 p463 290 50 300 617 40 E p1 117 395 96 3 702 O36 56 374 450 DD 260 713 50 325 203 50 pal 937 7 3 2 458 565 04 666 113 23 pea abu Du 455 060 15 3 460 295 59 1 501 301 54 1582 517 28 240 590 23 poo 420 15 10 788 147 45 18 777 074 36 506 301 80 pabb 456 46 be 057 604 84 1 O56 467 55 porr 679 15 236 606 40 1 145 743 10 pri 754 50 barb 1 284 132 729 50 be 60 371 44 390 014 50 p454 050 26 pro 634
127. ta hora aquesta hora quest ora inime 1 timme 1 hour ago ilyatheure Vor1 Stunde hace 1 hora fai hora 1 ora fa seda ToS last hour derni re heure Letzte Stunde hora anterior hora anterior ultima ora ime x timmar in O hours dans 0 heures In O Stunden en 0 horas en 0 hores in O ore om 0 timmar this hour cette heure Diese Stunde esta hora aquesta hora quest ora denna timme dans 1 heure prochaine heure in 1 hour next hour in x hours since O hours since this hour 2 12 depuis 0 heures since 1 hour since last hour depuis 1 heure depuis la derni re heure eures jusque dans 1 heure until 1 hour NI In 1 Stunde Nachste Stunde om 1 timme n sta timme in 1 ora prossima ora en 1 hora hora seguent en 1 hora hora siguiente dans x heures In x Stunden en x horas en x hores in x ore om x timmar Seit 0 Stunden desde 0 des de 0 da 0 ore sedan 0 horas hores timmar Seit einer Stunde Seit 1 Stunde Bis einer Stunde Bis 1 Stunde des d 1 hora des de l hora anterior sedan sista timme sedan 1 timme desde 1 hora desde la hora anterior da ultima ora da 1 ora des de x sedan x h da x ore l ores timmar fino a 1 ora fino a ora prossima fins 1 hora fins l hora seg ent hasta 1 hora hasta la hora siguiente till 1 timme Contact us E mail support clickndecide com Tel 33 0 4
128. tact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application Intelligence Manual Message from webpage Do vau really want to delete this record Cancel 3 Click OK 6 1 4 Purging Obsolete RSS Feeds You can purge obsolete an RSS Feed whose date is older than a specified number of days To purge an obsolete RSS Feed please follow the steps below 1 Click RSS Feed in the Publish command in the Web Portal 2 Click the Purge existing RSS feeds button at the bottom of the RSS feed screen 3 Enter the Number of days to keep fi Publish RSS Feed Administrator Logout Finish Number of days to keep 14 4 Click Purge The success message appears under the Number of days to keep text box amp Publish RSS Feed Administrator Logout A The RSS feed items have been purged successfully Number of days to keep 14 5 Click Finish 6 1 5 Accessing your RSS Feed through your browser Under Internet Explorer click this icon to access the RSS Feeds int s Click here to see your RSS Feeds view Favorites Feeds and history 4lk 7 Administrator Logout Then 90 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT CUCREDECIDE Business Application I
129. the Publish command in the Web Portal 2 Click the Ss Remove icon to the left of the Highlight Feed you wish to remove A message appears asking you to confirm 3 Click OK to continue 6 1 9 Purging Obsolete Highlight Feeds You can purge obsolete Highlight feeds whose date is older than a specified number of days To purge an obsolete Highlight Feed please follow the steps below 1 Click Highlight Feed in the Publish command in the Web Portal 2 Click the Purge existing Highlight feed button at the bottom of the Information feed screen 3 Enter the Number of days to keep 92 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here Click amp DECIDE Business Application Intelligence Manual 4 Click Purge 5 Note the success message appears under the Number of days to keep text box 6 Click Finish 6 2 Working with the Information Feed Table The Information Feed Table still exists in the DataSetReport SQL Server database to ensure the compatibility with previous ClicK amp DECIDE versions 10 11 or 12 but the WebParts feature using this table is not anymore supported by Click amp DECIDE 2013 You can refer to the User Manual for previous version at http www clickndecide com sites default files assets files resources clickndecide b
130. the SYSTEM user account will be used by default All scheduled tasks will be saved under the Local System account note the Security Options in the Windows Task Scheduler on the server machine 2 Purge Alerts Tables Task Scheduler ile ES File Action View Help s HS 2 Task Scheduler Local C Task Scheduler Library Microsoft Status Triggers GoogleUpdateTaskUser5 1 5 2 Ready At 6 30 PM every day 5 GoogleUpdateTaskUserS 1 5 2 Ready At 6 30 PM every day After triggered repeat every 1 hour for a duration of 1 day 5 MyMonthlyReportScheduledTask Ready At 12 00 AM on day 1 of January February March April May June July August September Octob 5 Purge Alerts Tables Ready At 12 15 4M every day General Triggers Actions Conditions Settings History disabled Name MyMonthlyReportScheduledTask Location A Author Click and Decide Task Manager Description Security options Dis When running the task use the following user account Ex C Run only when user is logged on B Pro Run whether user is logged on or not X Del Do not store password The task will only have access to local resources Help si Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 81 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO m To contact your nearest Click amp DECIDE part
131. ti Sheet Sheet3 i Ready S o _D _ In the above screen you see on the top right corner the dimensions and measures available for each table and on the bottom right corner the boxes in which you can drag and drop the dimensions and measures that you need Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 73 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO m To contact your nearest Click amp DECIDE partner click here AT Clickhk amp DEL DE Business Application Intelligence Manual The Row Labels box will receive one or several dimensions that you want to see as rows The Column Labels box will receive one or several dimensions that you want to see as columns The gt Values box will receive one or several numeric measure s that you want to see in the data area of the Pivot Table The Report Filter box can receive a dimension not visible in the Pivot Table but used as a filter criteria to modify later what you want to see Then you can define one or several Slicer s in a vertical and or horizontal position The slicers will display all available values as buttons allowing you later to click directly on the button s whose values should be displayed Example with the above Sales and Salesman Tables with Vertical Slicers
132. tistou 34980 St G ly du Fesc France WWW cl IC kn d CCI d e com To contact your nearest Click8 DECIDE partner click here AT CLich amp pDECGI DE Business Application Intelligence Manual 8 12 2013 10 39 00 AM Severity Warning Title The Invoice 12023 amount is 25696350 Text See the Invoice 12023 from City Sports because the amount is greater than 250000 http dch T2008R2 dvweb Display aspx A __ma BAl Demonstration amp _ mi22317 amp rp Alert Result a Everybody C Groups O Users Oe E 812 2013 10 39 00 1 The Invoice 12024 amount is See the Invoice 12024 hitp dch AMI 272689 75 fram C T2008R2 dvweb Displ Add a Highlight feed to publish Purge existing Highlight Teeds 2 Modify the fields as necessary 3 Note the Date field s content can be used by the Purge command later 4 Click the amp OK icon to confirm your modifications 6 1 7 Creating a Highlight Feed To create a Highlight Feed please follow the steps below 1 Click Highlight Feed in the Publish command in the Web Portal 2 Click the Add a Highlight feed to publish button at the bottom of the Information feed screen 3 Configure the parameters for the new Highlight feed as appropriate 4 Note the Date field s content can be used by the Purge command later 5 Click Add 6 Click Finish 6 1 8 Deleting an Highlight Feed To delete a Highlight Feed please follow the steps below 1 Click Highlight Feed in
133. tner click here ex Last Month Yesterday 2 months ago Q1 2011 N ClientSaas demo South West Central North West Atlantic 1000 000 800 000 0 2000000 i 1800000 1600000 j 1400000 47 1200000 j e00000 7 400000 f 200000 7 f 50 www clickndecide com AT Click amp DECIDE Business Application Intelligence Manual Modify the Area box using the proposed values Atlantic Central North West South West Validate to update the Excel sheet using data from the Click amp DECiIDE Web site Enter your User Name ClientSaas by default 10 Enter the Password demo Windows Security Connecting to saas clickndecide com Clientsaas ii Domain NETREPORT Remember my credentials 11 Click OK 12 Modify the year value for example for Q1 2013 or the current or last year 13 Modify the Area value for example for Atlantic 14 Validate and the Excel sheet will be updated as follows B E D E F G H l J K L M N 1 2 Q1 2013 ex Last Month Yesterday 2 months ago Q1 2011 ClientSaaS 3 demo 4 Area atlantic South West Central North West Atlantic were 6 7 AREA Reseller 160 000 00 4 8 06 02 2013 22 03 2013 ATLANTIC Atlantic Mountains Bikes 158 307 00 15500000 4 3 06 02 2013 22 03 2013 ATLANTIC Family Bikes 135 729 00 r 10 05 01 201
134. ts 4 Click the Demo Multi Criteria report fi Browse BAI Demonstration Dynamic Reports Demo Multi Criteria Administrator Logout Area IGNORE ne Salesman Name I GNORE 7 indi Date Use key words or a calendar date IGNORE ilii Output Format amp PDF HTML Other Share 5 Note all the parameters required by this report are displayed A default value or the IGNORE reserved word appears when no values are authorized 6 Select the values you wish as appropriate Click the down arrow to display the drop down list click Shift Click or Ctrl Click to select several values at the same time or click the Calendar icon to display the calendar for Date or Date Time fields you can also enter values in the edit box 7 Click Ctrl Click to select non contiguous values Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 31 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click8 DECIDE partner click here AT CUICRLODEC DE Business Application Intelligence Manual amp Browse BAl Demonstration Dynamic Reports Demo Multi Criteria Administrator Logout Area ATLANTIC e Ix 8 Click the green e button to validate or the red es button to cancel 9 Click Shift Click to select contiguous values f Browse BAlDemonstration Dynamic Reports
135. u want to change Font Corner radius Colors etc Gallery select the existing Gallery template that you wish to use In both case finish by clicking Download theme Select for example the Sunny Gallery Template and click the Download button just under the template picture Download Edit m In the Download Builder screen select the 1 9 2 option 16 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here AT CUCRRLDECIOHOE Business Application Intelligence Manual Quick downloads Stable Themes 1 10 3 for Query1 6 Legacy Themes 1 9 2 for Query1 6 All jQuery Ul Downloads Version 1 10 3 Stable for jQuery1 6 O 1 9 2 Legacy for jQuery1 6 n Keep Toggle All selected Componants Ivi Toggle All o Inthe bottom of the page replace Sunny with custom in the Theme Folder Name box Select the theme you want to include or design a custom theme Sunny Theme Folder Hame customi x C55 Scope p Click Download q Save the jquery ui 1 9 2 custom zip file in a temporary directory r Open the jquery ui 1 9 2 custom zip file and select inside the content of C Temp jquery ui 1 9 2 custom zip jquery ui 1 9 2 custom css custom Those means select and copy these 2 file
136. ue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d ec d e CO T To contact your nearest Click8 DECIDE partner click here AT CLich amp pDECGI DE Business Application Intelligence Manual Enter the message body in the Text entry field Note that the Attachment field can use the Destination function to return the file name with the full path Another function called FileName can sometimes be used to only return the file name without the path 7 Note the generated file will automatically be attached to the e mail using the predefined Destination function that you can see in the Attachment edit box 8 Click Finish 4 4 2 2 Export Google Doc Post Treatment Do a Post Treatment Export Google Doc Google User democnd gmail com Google Password eseme Collection Public filename You need a Goggle account enter you e mail address and password and then specify the Google Drive shared with other people and File Name you wish to use Note that this Post Treatment has been done specially for the Excel output format single file when exporting to Google Doc Click Finish when done Example of Google Drive and File Names ou Search Images Maps Play YouTube News Gmail Drive Calendar More Google Drive My Drive Public TITLE Mly Drive Y customer Shared B3 Public x T Shared with me Invoice 12023 Shared starred me Invoice_12024 Shared Recent In the above example Public in
137. us message you can manually copy again the above dynamic URL such as this example http tinyurl com lwnuyxt 4 6 3 3 Use the TinyURL in Excel to import the WebQuery To build an Excel page please follow the steps below 9 Open Excel 10 Create a new document 11 Go to the cell B5 for example 12 Select the Data tab 13 Click the From Web button 14 Paste your TinyURL into the Address field in the New Web Query dialog box Address http tinyurl comings iT Click next to the tables vou want to select then click Import 15 Click Go 16 Click Import once the data are displayed Address http ideh t2008r2 deweb Menus Query ashx __ma BAl Demonstration amp _mi 5 D ES E Options Click next Eo the tables you want En select then click Import n EE diane ee eem com UM 00 00 00 E ATLANTIC 4Diane Me diane meyer yopmai com 11 02 2011 00 00 00 69535 6125 Ee 4Diane Yom diane meyer d yopmail 21 03 2011 00 00 00 72880 ATLANTIC 4Diane Meyer diane o ia m 27 03 2011 000000 51953 75 diane ion 1 15 06 2011 000000 0 225445 4Diane Me diane me com arx i em mem ni 18 10 2011 00 00 00 ni Si diane meyer yopmailcom 15 03 2012 00 00 00 226166 1 4Diane Me diane meyer yopmailcom 16 06 2012 00 00 00 167186 DL Diane Me diane meyer yopmailcom 18 06 2012 00 00 00 1583182 4Dine Me diane meyer yopmail co m 27 10 2012 00 00 00 _ 56262 5
138. you to access the tables where the Alert information is saved Information Highlight and RSS Feeds You can consult the table content and create new records or deleted obsolete records from the Publish menu If an alert generated by a report or a scheduled task is supposed to add or update a record in one of these tables then you can consult the Publish box to check if the expected record has been added successfully Publish Administrator Logout A You can edit database content to publish information via an RSS feed or a WebPart Highlight and Information You can assign publications to users or groups of users RSS Feed Highlight Feed 1 Information Feed 6 1 Working with the RSS Feed Table You can distribute information via RSS Feed to do so please follow the steps below 1 Click the RSS Feed icon in your navigator bar or enter the following URL in your browser http servername dvweb dvrss ashx E http localhost dvweb Home aspxz Windows Internet Explorer E e http lacalhast dvweb O 4p e localhost x ini 163 B n Pages Safety Tools E Administrator Logout A a Menus Favorites Browse Result for current month Click here to access to RSS Feeds Configure Note if you want to use RSS Feed under the Chrome browser you need to install this extension httos chrome google com webstore detail rss subscription extensio nlbincdgieocebhnmkbbbdekmmmcebfid 2 Note the

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