InfoAssist Tips and Techniques

Chuck Wolff – Information BuildersJune 5, 2014

Agenda – All items will be demonstrated

• UNM Specific WebFOCUS 8.0.02• JOIN’s - Avoiding the dreaded FOC029 error “All sort

keys are not in a single top-to-bottom segment path”• Date Range Filters (WHERE conditions)

fund_hierarchy_cunmACTIVE_FUNDS_FILTER = FUND_STATUS EQ 'A'AND TERMINATION_DATE IS MISSINGOR TERMINATION_DATE GE '&MDY’

• InfoMini• New features with WebFOCUS 8.0.08 (Late Fall)• RECOMPUTEs on Subtotal and Total lines • Refresh Business Intelligence Portal• WITHIN (Aggregation)• Lightweight Mapping• PowerPoint PPTX output format• Magic Filters

JOINS – Avoiding the FOC029 Error

Date Range Filters

InfoMiniInfoMini enables you to develop mini applications. On a report-by-report basis, you can choose which features of InfoAssist to embed into a report. An InfoMini application has two modes – interactive and edit.

The interactive mode gives access to features available on InfoAssist’s Home, Format and Slicers tabs. This includes features such as the ability to change report format and add a heading. In this mode there is no interactive canvas and or ability to alter the query.

The edit mode exposes additional functionality such as the Resources Panel (field list, filter bucket, and query bucket) and the Field Tab. In this mode the user can add/remove fields from the query, style individual fields and perform other tasks. There is still no interactive canvas since this is a smaller version.

InfoMini – Interactive Mode

InfoMini – Edit Mode

RECOMPUTE Subtotal and Total

Refresh BI PortalAllows one report or chart to filter another report or chart in the BI Portal

Refresh BI Portal

WITHIN Aggregation• Handle specific aggregation features at different

report levels by utilizing WITHIN phrase. • WITHIN phrase manipulates a display field values

as they are aggregated within a sort group, rather than a report group.

• Menu is located in the Display group on the Field tab.

WITHIN Aggregation

Percentage distribution within RegionPercentage distribution within entire column

Leaflet API Call (GeoJSON)

Map-Tiling Engine

WebFOCUS Client

Alternate Map-Tiling Engine ESRI, Google,etc

Leverages Leaflet API to provide:• Interactive mapping out-of-the-box

• 9 Layers of Zoom• Translated Countries• Choropleth (colored Polygons)• Points

WebFOCUS Mapping Capabilities

WebFOCUS Mapping Capabilities

WebFOCUS Mapping Capabilities

WebFOCUS Mapping Capabilities

WebFOCUS Mapping Capabilities

WebFOCUS Mapping Capabilities

PowerPoint PPTX output format• With Office 2010, Microsoft introduced enhanced

presentation functionality in a new presentation file format. From PPT -> PPTX.

• The new .pptx file is a binary compilation of a group of xml files.

• Legacy PPT (.PHT) desupported in Office 2010 +• Eliminates issues as customers move to later Office

releases• PPTX supports standard and enhanced styling of the

reports and the slides within each presentation• New Features Added to PPTX only:• Drilldown

• InfoAssist offers PPTX format for both reports, charts, and documents

PowerPoint PPTX output format

Magic FiltersOne set of parameters controlling multiple report/chart outputs

Magic Filters