WebFOCUS Home Page


Video: How to Connect to Data

It’s easy to connect to various data sources and create synonyms, or add or change adapter connections. 

Then use your data for content creation or further analysis.

From the Home page, click the Get Data button.

The Get Data dialog opens. 

Depending on your version of WebFOCUS and your permissions, you may have the option to configure a new adapter.

Let’s configure a new adapter. 

You can search for an adapter by category or keyword.

Right-click an adapter and click Configure.

Video: How to Edit Metadata

Depending on your version of WebFOCUS and your permissions, you may have access to additional metadata options, so you can edit previously created synonyms.

Video: How to Pivot Data

When you upload a spreadsheet or delimited file with columns of repeating values, you can pivot the columns to rows. 

Video: How to Join Data

After you upload or connect to data, you can Join data sources based on shared fields to enhance the data available to you.  

Video: How to Upload Data

Using WebFOCUS, it’s easy to upload your data to a target environment, so you can use it later for content creation or further analysis. 

From the Home page, click the Get Data button.

The Get Data dialog box opens. 

Click your upload file type. You can upload Delimited, Excel, JSON, or XML files. 

An Excel file can contain a single worksheet or multiple worksheets. Delimited, JSON, and XML files are individual data sources.

Let’s upload a multi-sheet Excel file.
 
Select your file and click Open. 

Video: New WebFOCUS Home Page

This video introduces the newly redesigned Home Page, which features an updated look and improved navigation. When you sign into WebFOCUS, the Home Page opens with the Home view displayed by default. This view provides quick access to recent items, your favorite content, and all of the portals that currently available to you in the repository. Trial users can also see the Getting Started carousel, where you can see the quick start guides and videos. You can scroll through each of these carousels or click the View All button to see all of the items in this section.

Running a Reporting Object From the Browser

You can run a Reporting Object or any individual component of it from the browser. You can run a Reporting Object in the following ways:

  • Select the object in the Reporting Object tool and click Run, or right-click the object and select Run.
  • Right-click the Reporting Object in the Workspaces view and select Run or Run Deferred.

The Run option in the Reporting Object tool is enabled regardless of the setting of the Only Run as a Deferred Report property.

Creating Report Components in Reporting Objects

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.

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Creating Chart Components in Reporting Objects

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.

Note: