Connecting to Data


Preparing Data for Upload

Uploading data to WebFOCUS can be made easier if you first familiarize yourself with the data file, and then ensure that it is properly formatted for upload, so that geographic data, hierarchies, and other important aspects of your data are recognized. This is important because the synonym created for your uploaded data provides the basis for quality analytical content.

You can use the following techniques to prepare your data for the uploading process.

Video: Uploading Data

This video demonstrates how to upload your data to a target environment.

From the Home Page, click the Data category in the Action Bar, and then click the Upload Data button.

From the Legacy Home Page, in the Resources tree, right-click a domain or folder, point to Upload, and then click Data.

You can also access the Upload workflow from within WebFOCUS Designer and WebFOCUS InfoAssist.

Video: Connecting to Data

This video demonstrates how to configure adapters to various data sources, and how to create synonyms and cluster synonyms.

You can also upload data within the same Connect to Data environment.

From the Home Page, click the Data category in the Action Bar, and then click the Connect button.
From the Legacy Home Page, in the Resources tree, right-click a domain or folder, point to Metadata, and then click Connect to Data.
You can also access the Connect to Data workflow from within WebFOCUS Designer and WebFOCUS InfoAssist.

Video: Joining Data Sources

Hello, and welcome to this video on Joining Data Sources. You can join and blend data from multiple tables into a single view, enabling you to create a larger integrated data structure from which you can report in a single request. From this blended data source, you can create charts that show integrated content, providing a broader range of data with which you can create charts.

Postprocessing Other Component

The Postprocessing Other component contains custom code that must run after all other components. You can use the text editor in the component to create and edit code, or to paste the code that you have copied from another application.

To create or edit a Postprocessing Other component, double-click the component, or select the component and click Edit on the ribbon. Alternatively, right-click the component and select Edit. The Postprocessing Other dialog box opens.

Chart Component

The Chart component works exactly like the Report component. The Chart component creates a chart template and saves it in a Reporting Object. Authorized users can use the chart template to create a chart that suits their needs and then save the new chart.

To create a chart template, double-click the Chart component, or right-click the component and select Open. InfoAssist opens, allowing you to create a chart template.

For more information on using InfoAssist, see the WebFOCUS InfoAssist User's Manual.

Report Component

The Report component creates a report template and saves it in a Reporting Object. Authorized users can use the report template to create a report that suits their needs and then save the new report.

To create a report template, double-click the Report component, or right-click the component and select Open. InfoAssist opens, allowing you to create a report template.

For more information on using InfoAssist, see the WebFOCUS InfoAssist User's Manual.

Note:

Selection Criteria (WHERE Statements)

WHERE statements or selection criteria, restrict the data retrieved to only those records that meet the conditions that you specify. Filters are selection criteria that run when the user selects the filter in WebFOCUS. Other selection criteria run when the user opens the Reporting Object, preventing data values that do not meet the criteria from being available to the user.

For more information on WHERE statements, see Field Tab in the WebFOCUS InfoAssist User's Manual.

Filters

Filters enable users to quickly select predefined criteria that limit the data included in a report or chart. Filters are selection criteria (WHERE statements) that you create for users, who then select the filters needed to limit the data in a report or chart without having to create their own selection criteria.

In order to create a filter, you must create the filter group and define the filters that make up the group.