WebIntelligence XI R2 Intro to Infoview

Course Length - 1 Day

Description

This class is a combination of instructor-led lecture, discussions, and demonstrations with a heavy emphasis on hands-on workshops to teach using the InfoView^TM Desktop Intelligence^TM Portal and interacting with WebIntelligence^TM documents. Topics include: Infoview^TM Portal, formatting existing reports, report functions and calculations, block structure transitioning, and creating simple documents.

You Will Learn

Upon completion of this course, the participant will be able to:

Work with universes and objects
Create blocks
Work with Infoview Portal
View/format existing reports
Apply report functions and calculations
Create various block type reports
Create simple queries
Work with simple filters
Save to local file format types.

Prerequisites

Basic Windows Skills

Who Should Attend

This course is designed for Report Consumers who typically view/refresh documents with minimal interaction.

Outline

WebIntelligence^TM Overview

WebIntelligence^TM As a Tool
What Is WebIntelligence^TM ?
WebIntelligence^TM /Full Client Differences
What Is a Universe?
WebIntelligence^TM Users
Getting Started With WebIntelligence^TM
What Are Objects?
What Is a Query?
Introduction to Blocks

Using the Infoview^TM Portal

Logging In
Changing User Options
Creating A New Document
Using Query View
Using Report View
Report Manipulation (Insert, Duplicating, Deleting, Renaming)
Saving a WebIntelligence^TM Document
Quick Format And Filtering
Creating And Editing My Infoview^TM Page
Logging Off

Viewing/Formatting Existing Reports

Editing Existing Documents

Removing Columns

Inserting Columns

Replacing Columns

Moving Columns

Sizing Columns and Rows

Free Standing Cells

Moving Report Elements

Formatting Cells

Creating A Vertical Table Block

Creating A Horizontal Table Block

Creating A Crosstab Block

Creating A Form Block

Report Functions and Calculations

Breaking

Sorting

Filtering

Applying Calculations (Sum, Count, Average, Minimum, Maximum and Percentage)

Block Structure Transitioning

Using Speedmenu
Vertical Tables
Horizontal Table
Crosstab Tables
Charts
Sections

Creating Simple Documents and Saving

Intro to the Query Panel
Adding Removing Objects
Adding Simple Filters
Saving Documents
Saving to Local File Formats

Contact Us

Interested in this course? We deliver on-site, online, and self-paced. If you have questions, or would like to talk with a Dashcourses representative, call us at 1-866-945-4844 or fill out the form below.

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