Creating Content


Creating Storyboards

The Storyboard feature allows you to capture and preserve snapshots of your visualizations as you create them.

Each time you add something to the storyboard, it is placed onto a unique PowerPoint slide. When you click Show, you can open and review your slides in PowerPoint.

Since storyboards give you the ability to turn your visualizations into a PowerPoint presentation, you can modify your storyboard to create a customized demo. For example, you can rearrange or delete slides, or add titles and text.

Video: How to Freeze Column Headings in In-Document Analytics Reports

Hello, and welcome to this video on Freezing Column Headings in In-Document Analytics Reports.

When working with an HTML report with In-Document Analytics capabilities (AHTML format), you can define a scroll area within the data of your report and lock the column titles in place, enabling you to scroll through the data within the output container while the column tiles stay in view.  This is particularly useful when you are creating a large report. The scrolling capability allows you to page through a report quickly, giving you the ability to locate information easily.

Video: How to Use the Options Menu to Perform Common Tasks

Hello, and welcome to this video on Using the Options Menu, which allows you to perform common tasks in In-Document Analytics. This menu displays for both reports and charts.
The Options menu is located at the top right of the user interface, and displays with three dots, in a snowman like fashion.
When you click on the Options menu, a number of options applicable to the report or chart display. For example, Export and Print. These are common tasks performed by most users.

Video: How to Work with the Column Menu

Hello, and welcome to this video on Working With the Column menu. The column menu offers lots of options, including the ability to show column totals, set filters, and use the Chart Rollup and Pivot Tools.
The column menu displays when you click a column in a report. You can work with formatting tools, chart type options, and even highlight different aspects of your data. The Column menu gives you more control over what displays in your report.

Video: How to Navigate In-Document Analytics as an End User

Hello, and welcome to this video on Navigating In-Document Analytics as an End-User. This video will walk you through the common areas of the user interface and review some of the basics of run time navigation.

Video: Enhanced Designer Workflows and UI

Using an integrated workflow, you can create a visualization in WebFOCUS Designer from top to bottom. You can start by selecting a data source, joining additional data sources, creating multiple content items, and organizing them on a page. You can also utilize numerous customization options, from a wide selection of chart types, to various filtering options, and even custom CSS and JavaScript to make your visualization your own.

InfoAssist User's Manual PDF

This content describes how to use the InfoAssist application. It is intended for users that need to create, modify, and run reports.

Using Global Name to Synchronize Filter Controls

The Global Name property is a powerful tool that allows you to quickly synchronize filter control values between different pages. The Global Name property is configured on the Settings tab of the Properties panel for a filter control. Once enabled, it allows you to match your filter selections across multiple pages at run time within the same browser session. This option is especially useful in a portal. The global name can be used to synchronize filter control selections across multiple pages in the same portal.

Creating a Visualization With Existing Content in WebFOCUS Designer

WebFOCUS Designer provides a wide variety of content creation options, allowing you to create new charts and reports and create pages with new content, or create pages using existing content. If you have created charts and reports in WebFOCUS Designer, InfoAssist, or other content creation tools, or if you have external items such as images and URLs, you can add them to a page that uses external content.

The following are a general set of steps that you can use to create content with existing items in WebFOCUS Designer: