Web Intelligence Training Overview
Accelebrate's Comprehensive Web Intelligence® Reporting training teaches attendees basic and advanced Webi skills. Attendees first learn how to create new reports, format reports, apply reporting functions, and use conditional formatting, create different block structures, use Turn Into, create forms and cross table reports, use Input Controls, and apply conditional formatting with cross tables. Students then take their skills to the next level by adding variables and functions in their reports, producing reports based on data from multiple providers, drilling up/down/across data, performing combination queries, and more.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Work with the BI Launchpad
- Build queries
- Work with filters
- Use the New Copy/Paste functionality
- Utilize the speedmenu
- Format reports
- Apply a variety of reporting functions
- Apply calculations
- Use conditional formatting in reports
- Create a variety of report format types
- Create a variety of charts
- Create complex conditions with prompts
- Create complex crosstabs
- Apply formatting options
- Apply reporting functions
- Apply Input Controls and
- Apply conditional formatting to cross table blocks
- Create formulas and variables
- Build advanced queries
- Access multiple data providers
- Merge multiple data providers
- Create combination queries
- Create drillable reports
- Revise SQL in existing reports
Prerequisites
Attendees should have basic Windows skills.
Outline
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Introduction
Overview
- Web Intelligence as a Tool
- What Is Web Intelligence?
- Web Intelligence/Desktop Reporting Differences
- What Is a Universe?
- Web Intelligence Users
- Getting Started With Web Intelligence
- What Are Objects?
- Introduction to Blocks
- Logging In
- What is BI Launchpad
- Viewing/Copying Folders
- Copying Document and Hyperlinks
- Customizing BI Workspaces
Creating New Documents
- What Is a Query?
- Adding Objects
- Adding Filters
- Using Query View
- Data Preview
- Using Report View
- Saving Documents To Favorites
- Saving Documents To Local File Formats
Formatting Reports
- Adding, Duplicating, Deleting, Renaming Reports
- Using New Copy/Paste Functionality
- Inserting / Removing / Moving Columns
- Adding New Columns and Rows
- Sizing Rows and Columns
- Fonts, Colors, etc.
- Hiding Objects
- Justification
- Inserting Comments
Functions
- Ranking
- Breaking
- Outlining
- Grouping
- Sorting
- Filtering
- Calculations
Conditional Formatting
- What is Conditional Formatting
- Creating Rules and Conditions
- Applying Conditional Formatting to Reports
- Active Data Tracking
- Creating and Using Reference Cells
- Saving/Inserting Shared Elements
Reporting Options
- Drag and Drop
- Using Turn Into
- Creating Cross tables
- Creating Forms
- Creating and Formatting Cross tables
- Using Turn Into
- Relative Positioning Blocks Creating Sectioned Reports
- Section Formatting
Creating Charts
- Using Templates
- Turn Into Charts
- Using Assign Data
- Using Properties Tab
- Formatting Charts
- Using New Chart styles
- Color Formatting
- Measure Values Orientation
- Filtering On Dimensions
- Changing Chart Variables
Creating Complex Conditions
- Using Prompts/Saving as Variants
- Setting Default Values For Prompts
- Creating Filters Based On Cascading LOV
- Creating Multiple Filters
- Using Ands/Ors
- Using Brackets
Crosstabs Basic Formatting
- Reviewing Blocks styles
- Creating Cross tables
- Drag and Drop
- Turn Into
- Using Assign Data
- Pivoting Via Headers
- Pivoting Via Structure Mode
- Displaying Row and Column Headers
- Removing/Replacing Headers
- Displaying Multiple Objects in Headers
- Effect of Adding Objects to the Query
- Inserting/Removing Objects in Body of Block
Functions and Sectioned Reports
- Advanced Breaking
- Break and Formula
- Break Properties
- Advanced Ranking
- Ranked Variable with Break
- Rank Properties
- Sorting/Custom Sorting
- Filtering on Headings
- Report Filters Panel
- Using Input Controls
- Utilizing Object functions
- Outlining
- Inserting Sections
- Creating Summary Cells
- Adding Summary Cells to Sections
- Saving Report to Local file formats
Conditional Formatting
- What is Conditional Formatting
- Creating Rules
- Creating Conditions
- Cell Format
- Text Format
- Variable Format
- Applying Conditional Formatting to Cross table Body/Headers
- Editing and Reformatting Conditional Formatting
- Applying Different Types of Conditional Formats
Variables and Functions
- Creating And Validating Formulas
- Converting Formulas to Variables
- Creating Variables
- Advantages/Disadvantages of Both
- Editing Variables
- Duplicating Variables
- Deleting Variables
- Using Functions In Variables
- Resetting Values
- Saving/Sharing Report Elements
Multiple Data Providers
- Adding New Queries
- Duplicating Queries
- Deleting Queries
- Merging Dimensions to Link Data Providers
- Creating Single Report Blocks From Multiple Data Providers
- Adding to Earlier Merges
- Reading Excel files directly
- Reading SQL directly
Advanced Query Filters
- Object To Object Filters
- Creating Subqueries (Any/All)
- Filters based on Previous Queries
Drilling
- Setting Drill Preferences
- Hierarchies
- Drilling Down/Up/Through
- Using Scope of Analysis
- Snapshots
- Drill Mode
- Single Dimension Drilling in Headings
- Multiple Dimension Drilling in Crosstabs
- Drill Options Up, Down, Across
- Converting to Chart
Combination Queries
- Union Queries
- Intersect Queries
- Minus Queries
Advanced Formatting
- Hiding Objects
- Conditionally Hiding blocks, cells, and Sections
- Linking Report Elements
- Creating and Publishing Web Services
Conclusion
Training Materials
All Web Intelligence Reporting training students receive comprehensive courseware.
Software Requirements
Class files and instructions for setting them up on your BusinessObjects server are provided. All attendees and the instructor will need access to the server during the training.
