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.
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 | Fonts |
| What Is WebIntelligence™? | Colors |
| What Is A Universe? | Justification |
| What Are Objects/Query? | Grouping |
| Working in BI Launchpad | Ranking |
| Understand BIWorkspace | Breaking - Multi-level, Value Based, Auto-totals |
| Adding /Removing Objects | Outlining |
| Adding/Removing Filters | Sorting |
| Using Query/Report View | Filtering |
| Saving Documents to Favorites | Calculations |
| Saving to Local File Formats | What are Rules? |
| Using Copy and Paste | Conditional Formatting |
| Inserting, Duplicating, Deleting, Renaming Reports | Applying Conditional Formatting to Report blocks |
| Inserting/Removing Columns | Active Data Tracking |
| Adding New Rows and Columns | |
| Sizing Rows and Columns |
Prerequisites:
Basic Windows Skills.
Next Recommended Class:
WebIntelligenceÔ 4.3 Intermediate Reporting (1 Day)