InfoAssist


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.

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.

391I8205: Self-Service Analytics With InfoAssist (Advanced Techniques)

This course goes beyond the basics to show you how to use Information Builders’ InfoAssist for governed self-service reporting, analysis, and data discovery. Besides point-and-click methodologies, it also covers techniques and best practices to gain more insights about your data.

You will learn how to:

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.

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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.

Note: The Undo and Redo functions are not available for the Filter component until you have created at least one filter.