WebFOCUS Home Page


Accessing Folder and Item Properties

On the WebFOCUS Home Page, authorized users can select the Properties option to review information about a folder or item, including when it was created, the date it was last modified, title, name, and settings that control the Reporting Server and applications it will access. There are also settings that control the functionality available to users when they access the folder, run, or schedule an item.

The following image shows the Properties panel for a stacked bar chart.

Video: How to Pivot Data


Data sources can contain repeating columns, or groups of columns. You can use the pivot option to transform these columns or groups of columns into rows.


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.


Let’s upload a file from the Home Page.

Click the Upload Data button.

The Upload page opens. 

Video: How to Upload 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: How to Connect to Data

This video demonstrates how to configure adapters to various data sources, and how to create Base Synonyms and Cluster Synonyms.

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: How to Join Data

In WebFOCUS Designer, you can Join data when creating a Chart or Workbook, and create new content from your joined data. In Release 8206, an enhanced Join Tool is available, providing greater analytical and comparative capabilities.

Editing Metadata

Metadata is data about data, and describes the characteristics of your data sources, or synonyms. Metadata can be generated whenever data is created, acquired, added to, deleted from, or updated.

You can edit previously created synonyms in the following ways:

  • From the WebFOCUS Home Page, click the Data category on the Action Bar, and then click Metadata metadata.

Uploading Data Files

You can upload, append, or merge delimited, Excel, JSON, or XML files to a target environment using WebFOCUS. Your file is initially loaded to a temporary environment, where you can modify and enhance your data before loading it to permanent storage.

A synonym is automatically generated for the uploaded data file. In the data preparation step, prior to actually uploading the data, you can enhance and edit the generated synonym.