Description

Course Overview:

This boot camp is designed for users and report designers that want to learn how to use Web Intelligence in a whole new way – the way it has been redesigned to use in BI 4.3 – and need to learn to access, analyze, and visualize data using Web Intelligence. We will present real-life challenges and show you how you can use Web Intelligence to solve them.

Upon completion of this hands-on boot camp, participants will be able to create, format, and maintain Web Intelligence documents. Participants will also be able to use complex functions, such as creating documents using multiple sources, use character and date strings, redefine calculation contexts, use “If” logic, as well as link Web Intelligence documents, and how to re-use the metadata and data of existing WebI reports in other WebI documents. You will also learn to organize and present data in an enterprise way so that your WebI report provides easy navigation, intuitive & interactive visualizations, and fast to draw attention to the most important pieces of your data. This course will be useful to beginners as well as anyone with prior experience because of its focus on real life problem solving and using WebI to represent data in a whole new way. You will also learn how to leverage the brand-new features and workflows of WebI 4.3.

Intended Audience: 

Web Intelligence Report Developers

Prerequisites:

None

Day 1

Module 1 – Acquiring Data in WebI 4.3

Need to structure your report with the right data? This session will cover the basic components of how to structure a report by pulling the right data from various data sources. It will also provide a summary of how to properly build a query and when to utilize query filters.

Major Topics Include:

• Review Mockup
• Fundamentals of WebI and Semantic layer
• Queries & Filters
• Time Dimension
• Formula and Variables and best practices

Module 2 – Summarize your Data for Webi Reporting

One of the best practices in Webi is being able to summarize your data for reporting. This session will explore the use of tables in Web Intelligence based upon the circumstances in which summary to detail data can be displayed and utilized properly.

Major Topics Include:

• Using WebI as a Data Source and Master Document for other Webi Documents
• Vertical, Horizontal, and Cross Tables
• More Variables and Formula Building
• Custom Sorting
• Analytical features including Ranking.

Module 3 – Basic Visualizations and Formatting

Get to know the basic visualizations in Webi along with the best formulas to help you organize your data. This session will demonstrate and discuss basic methods to organize data in a much more presentable way with charts. It will provide a more approachable way to understanding what data is being displayed with the use of Waterfall Graphs, Sales Funnel and more.

Major Topics Include:

• Charts and Visualizations
• Formulas and new enhancements in 4.3
• Sales Funnel & Waterfall Chart

Day 2

Module 4 – Organizing your Data

Web Intelligence continues to update the ways in which you can provide a more organized set of data to end users. This session will give an overview of these intermediate features and when to best utilize them so that you can create content rich reports.

Major Topics Include:

• Conditional Formatting
• Sorting/Ranking
• Breaks & Sections.
• Dynamic Reporting using Advanced Input Controls
• Assigned Reference

Module 5 – Advanced Visualizations and Formulas

Learn how to get the most out of your reports by exploring advanced visualizations and formulas in WebI. This session will take the audience through a variety of advanced visualizations, how and when the best time to use them, and different methods on interacting with the data associated with each chart type.

Major Topics Include:

• Geo-Maps & Heat Maps
• Date Functions
• Calculating with Date & Time functions
• Open-Document Linking

Module 6 –WebI Report Interactive Features

Wanting to access specific data without compromising useful information? This session will provide an in-depth understanding of how to access specific data within a large data set without ridding a report of useful information.

Major Topics Include:

• Cascading Input Controls
• Element Linking
• Drilling
• Dynamic Show/Hide/Sort

Day 3

Module 7 – Dive into your Data: Advanced Queries in WebI

This session will utilize more advanced features in Web Intelligence 4.2 by taking a deep dive into Advanced Queries and merging data.

Major Topics Include:

• Integrate Excel data
• Filtering a query with another query
• Merged Dimensions
• Subqueries
• Combined Queries

Module 8 – Enriching User Experience in WebI

This module covers a new 4.3 feature of being able to use a WebI report as the data source to build other reports on.  We will also cover the powerful new tool of intra-document linking, which will be reviewed in this session. Organizing this data presentably can also be tricky so a review of relative positioning will also be included. Finally, we will show how to add some trend analysis and aging buckets in WebI.

Major Topics Include:

• Using a WebI Report as a Data Source (New)
• Intra-Document Linking
• Trend Analysis
• Aging Buckets

Module 9 – Publishing Enterprise Ready Reports using Web Intelligence

In this module you will learn how to prepare overall document to publish the output in a print ready format. We will also go over various scheduling and publication options.

Major Topics Include:

• Relative Positioning
• Advanced Report Formatting for Publishing
• Scheduling
• Publication