WebIntelligence 4.2 Basic Reporting

Course Abstract:

This class is a combination of instructor-led lecture, discussions, and demonstrations with a heavy emphasis on hands-on workshops to teach WebIntelligence. Topics include; creating new documents, formatting reports, applying reporting functions, and conditional formatting.

 

Audience:

This course is designed for WebIntelligence users who create their own documents and/or anyone using WebIntelligence Rich Client Reporting.

 

Duration:

1 Day

 

Course Objectives:

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

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, and use conditional formatting in reports.

             

Course Topics:   

WebIntelligence As A Tool

What Is WebIntelligence?

What Is A Universe?

What Are Objects/Query?

Working in BI Launchpad

Understand BIWorkspace

Adding /Removing Objects

Adding/Removing Filters
Using Query/Report View

Saving Documents to Favorites

Saving to Local File Formats

Using Copy and Paste

Inserting, Duplicating, Deleting, Renaming Reports

Inserting/Removing Columns

Adding New Rows and Columns

Sizing Rows and Columns

Hiding Objects

Fonts

Colors

Justification

Ranking

Breaking

Outlining

Sorting

Grouping

Filtering

Calculations

What are Rules

Comments

Conditional Formatting

Applying Conditional Formatting to Report blocks

 

Prerequisites:

Basic Windows Skills.

 

Next Recommended Class:

WebIntelligence 4.2 Intermediate Reporting (1 Day)