Getting Started

Welcome to InfoAssist, a web-based tool that makes reporting and data analysis easy.

InfoAssist is a powerful tool that you can use to make sense of your data, identify trends in it, and turn it into intuitive reports, charts, visualizations, and documents that you can distribute throughout your organization to share your insights.

Let’s take a look.

You can open InfoAssist to create content directly from the WebFOCUS Home Page…

WebFOCUS is a web-based development platform that you can use to quickly and easily create content from your data. 

WebFOCUS Designer, the primary tool, enables you to manage your data using data flows, create charts and reports, and combine them in interactive and responsive pages.  

With WebFOCUS, you can go from data discovery to content creation to content integration and application development all from a single platform, quickly and easily sharing your insights with others.

Now that we’ve created pages in our portal, let’s see how it looks.  Notice that each page is listed on the toolbar, and menus allow us to access pages in different folders.

You may notice that when you run a portal, a fixed URL is used. Anyone that has this URL can access your portal. This allows you to protect sensitive information and share it only with a specific group of users that you define.  

If you’d like to group your content in a single application you can create a Portal with pages of related content. A portal is a folder structure to which you can add multiple pages with the option to build them on the same level or in a hierarchy. 

Let’s create a portal. On the Home Page, select the Workspaces view. Choose the workspace in which you want to create the portal, and then on the Action Bar, click Portal.

Depending on your environment, the Portal option may appear on the Application tab.

Using WebFOCUS Designer you can create different types of content to visualize your data.  You can create new content and combine it into a visualization, or you can assemble a visualization from existing content.

Reports allow you to organize, aggregate, and display precise data values in a tabular format.

Charts allow you to display your data in a visual format for instant interpretation.  WebFOCUS includes a variety of chart enhancements so you can dig deeper into the chart for more precise analysis.  

Now that we’re situated in our environment, let’s get ready to create some content. In order to create that content, we’ll need access to data. Whether you’re using data from a spreadsheet or a database, WebFOCUS makes it easy to bring data into your environment so you can start exploring it.

If you’re using a spreadsheet, CSV file, or other local file as a data source, do a data upload.  Click the Get Data option on the Home Page and select the format in which your data is saved.

Organize your resources in WebFOCUS however works best for you.  You can use workspaces and folders to organize content pertaining to different departments, different data sources, or different types of content, and use user roles and groups to give different colleagues different levels of access to each one.

User privileges are easily customizable. Administrators can use the Security Center to add users to groups to quickly give them the same set of privileges, or manage what each user can access on a case-by-case basis. 

The tools that you use to create this content are available from the WebFOCUS Home Page. The Home Page provides access to four views where you can access different content arranged in different ways. The Home view shows recent content, content that you’ve marked as a favorite, and portals. My Workspace shows private content that you’ve created. Shared with Me shows private content created by other users that has been shared with you. Workspaces shows the workspaces in your environment that are available to you.

WebFOCUS is a web-based development platform that you can use to quickly and easily create content from your data. 

WebFOCUS Designer, the primary tool, enables you to manage your data using data flows, create charts and reports, and combine them in interactive and responsive pages.  

With WebFOCUS, you can go from data discovery to content creation to content integration and application development all from a single platform, quickly and easily sharing your insights with others.

Welcome to InfoAssist, a web-based tool that makes reporting and data analysis easy.

InfoAssist is a powerful tool that you can use to make sense of your data, identify trends in it, and turn it into intuitive reports, charts, visualizations, and documents that you can distribute throughout your organization to share your insights.

Let’s take a look.

You can open InfoAssist to create content directly from the WebFOCUS Home Page…