WebIntelligence 4.0 Rich Client: Tips and Tricks From The Master
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1 WebIntelligence 4.0 Rich Client: Tips and Tricks From The Master Parkview Shelby Twp, MI Phone Fax Michael Ward
2 Presentation Objectives Reporting From Universes Same Universe A different Universe Reporting From Excel Files Fixing data issues Importing/Exporting Documents From BI Launchpad Merging Dimensions Merging Dimensions Guidelines Tips & Tricks Using Rich Client 1-2 2
3 Logging Into Rich-Client 1. Select Web Intelligence Login As Creative Technology and Training Solutions, LLC 3
4 Logging On 2. Select System Offline Mode Available. User must have logged in Successfully to repository at least once 3. Enter Userid and Password 4. Select Authentication Type 5. Select Log On 1-4
5 Creating New Documents: Using a Universe Tips & Tricks with WebIntelligence V4 Rich Client OR-- Select from Previously Used Universes 6. Click to View Additional Data Sources 2010 Creative Technology and Training Solutions, LLC 1-5
6 Creating New Documents: Using a Universe Tips & Tricks with WebIntelligence V4 Rich Client 7. Select Universe 8. Click Select 1-6 6
7 Creating New Documents: From Other Data Sources 2. Select a Recent Document 1. Select More for the Different Data Source Types 1-7 7
8 Creating New Documents: From Other Data Sources 1. Select Excel data provider or browse for other local files 1-8
9 Creating New Documents: From Other Data Sources 2. Select Next 1-9
10 Creating New Documents: From Other Data Sources 5. Select Run query 3. Review Fields 4. Review Data 2010 Creative Technology and Training Solutions, LLC 1-10
11 Creating New Documents: From Other Data Sources Results are Displayed
12 Opening Documents from the Repository 1. Select Open from
13 Opening Documents from the Repository 3. Select the Document 2. Navigate to the Folder Location of the Document 4. Click Open
14 Using an Imported Document 3. Select Document 4. Click Open 2. Select WID as Document Type 1-14
15 Viewing Imported Document WID Document Displayed
16 Using Multiple Queries From A Single Universe
17 Using Multiple Queries: From the Same Universe OR-- Select from Previously Used Universes 1. Click to View Additional Data Sources Real Experience. Real Advantage Creative Technology and Training Solutions, LLC 1-17
18 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 2. Create Query 3. Click Run query
19 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 4. Click Edit or 5. Click New data provider Results Displayed as Report
20 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 6. Click Add Query / From Universe
21 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 7. Select Universe 8. Click Select
22 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 10. Run Queries 9. Create New Query 1-22
23 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client 11. Choose Option to Insert Table in a New Report 12. Click OK 1-23
24 Using Multiple Queries: From the Same Universe Tips & Tricks with WebIntelligence V4 Rich Client A New Report is Created from the New Query 1-24
25 Using Multiple Queries From Multiple Universes
26 Using Multiple Queries: From the Same Universe OR-- Select from Previously Used Universes 1. Click to View Additional Data Sources Real Experience. Real Advantage Creative Technology and Training Solutions, LLC
27 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client 2. Create Query 3. Click Run query 1-27
28 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client 5. Click New data provider 4. Click Edit or Results Displayed as Report Creative Technology and Training Solutions, LLC 1-28
29 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client Click Click Add Add Query Query / From Universe
30 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client 7. Select a Different Universe(Island Resorts) 8. Click Select 1-30
31 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client 10. Run Queries 9. Create New Query
32 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client 11. Choose Option to Insert Table in a New Report 12. Click OK
33 Using Multiple Queries: From Multiple Universes Tips & Tricks with WebIntelligence V4 Rich Client Objects from Both Universe Queries are Displayed 18. Change Arranged by to Query A New Report is Created from the New Query
34 Using Multiple Queries: Merging Dimensions Tips & Tricks with WebIntelligence V4 Rich Client 3. Click Merge Dimensions Button Notice that Number of Guests is Not Calculated Correctly 2. Create Report Using Quarter and Sales Revenue from efashion and Number of Guests from Island Resorts 1. Insert a New Report Tab
35 Using Multiple Queries: Merging Dimensions Tips & Tricks with WebIntelligence V4 Rich Client 4. Select Quarter from Both Queries 5. Click OK
36 Using Multiple Queries: Merging Dimensions Tips & Tricks with WebIntelligence V4 Rich Client Number of Guests Measure is Now Calculated Correctly Merged Dimensions are Now Displayed Real Experience. Real Advantage Creative Technology and Training Solutions, LLC 36
37 Multiple Queries: From Universe and External Data Source Real Experience. Real Advantage Creative Technology and Training Solutions, LLC 37
38 Multiple Queries: Universe and External Data Source 2. Select a recently used external data source 1. Mouse-over Open Folder Real Experience. Real Advantage Creative Technology and Training Solutions, LLC 38
39 Multiple Queries: Universe and External Data Source 3. Select All Fields 4. Check for 1 st Row Contains Column Names 5. Click Next
40 Multiple Queries: Universe and External Data Source 6. Click Run query
41 Multiple Queries: Universe and External Data Source 2. Click New data provider 1. Click Edit or Results are Displayed 1-41
42 Multiple Queries: Universe and External Data Source 3. Click Add Query / From Universe
43 Multiple Queries: Universe and External Data Source 4. Select Universe 5. Click Select
44 Multiple Queries: Universe and External Data Source 6. Create Query from efashion Universe 7. Run Queries 1-44
45 Multiple Queries: Universe and External Data Source 8. Choose Option to Insert Table in a New Report 9. Click OK Real Experience. Real Advantage. 1-45
46 Multiple Queries: Universe and External Data Source 10. Change Arrange by to Query Results are Displayed for efashion Query
47 Multiple Queries: Universe and External Data Source 13. Click Merge Dimensions Button Notice that Sales Revenue is Not Calculated Correctly 12. Create Report Using Year, Quarter and Projected Sales Revenue from excel and Sales Revenue from efashion 11. Insert a New Report Tab 1-47
48 Multiple Queries: Universe and External Data Source 14. Select Year from Both Queries 16. Select Quarter from both Queries 15. Click OK and Click Merge Dimensions button 17. Click OK
49 Multiple Queries: Universe and External Data Source Results are Displayed with Correct Projected Sales Revenue Creative Technology and Training Solutions, LLC 49
50 Merging Dimensions Linking Data Providers Any Number of Dimensions Objects Can be Merged Can Only Merge Dimension Objects with Common Data Format Many Data Providers Can be Linked within Document Measures Aggregate to Common Dimension(s) Local Variables Cannot be Linked/Merged Data may be Case Sensitive You must unmerge to remerge! Creative Technology and Training Solutions, LLC
51 Merging Common Universes Queries based on Same Universe are automatically linked by common queried dimensions Will need to Unmerge if report requires dimensions to not be merged 1-51
52 Tips & Tricks: Can import and work locally Can import and store locally Can open/edit multiple documents Can bring in Excel spreadsheets Fix data Bring in as a new data provider 1-52
53 Tips & Tricks: Can create Webi document with Excel and Universes Export to BI Launch pad Pure Webi users can edit Universe-based queries Users can refresh Excel data providers (no edit capability) Users can create Excel file and use as a filter file for other data provider sources within same document. 1-53
54 Presentation Objectives Reporting From Universes Same Universe A different Universe Reporting From Excel Files Fixing data issues Importing/Exporting Documents From BI Launchpad Merging Dimensions Merging Dimensions Guidelines Tips & Tricks Using Rich Client
55 Contact Information: Michael Ward Creative Technology & Training Solutions, LLC Parkview Shelby Twp., MI (586) Office (586) Cell 1-55
56
57 THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 1201 For ongoing education on this area of focus, visit
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