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Video: How to Specify Styling for User Selected Output Formats

Just like you can use dynamic parameters to allow user filter selection at run time, you can use the User output format to allow users to select the output format in which to run the report, allowing them to choose whether to open it as HTML in a browser, as a PDF, as an Excel spreadsheet, and more. You can then apply different styling options to each output format to suit each one.

To enable user selection of the output format, create a report and, from the Format tab, open the Output Format menu. Under Styled report formats, select User.

Creating Custom Templates

Aside from the default templates that WebFOCUS Designer offers, you can create custom templates that reflect your unique layout. They are a great way to add structural variation or highly customized layouts to your page. Custom templates are also useful for organizations that have a set style for all of their pages. You must have administrator access to WebFOCUS to deploy custom templates.

Using the Mobile Apps

The WebFOCUS Mobile apps empower users of iPad and iPhone devices, or Android phones and tablets, with robust, innovative, easy-to-use reporting and analysis. The apps allow users to manipulate data from a variety of sources in an almost unlimited number of ways in just a couple of taps. Users can also manage their business dashboards and content for viewing and interactive analysis, even when they are not connected to the Internet.

Adding Content to Favorites

You can add items to Favorites from any domain or folder if you have permission to do so.

To designate an item as a Favorite, right-click the item, and click Add to Favorites.

To remove an item as a Favorite, right-click the item and click Remove Favorite.

If you right-click the item from the Home Page, you can select from the following options, depending on file type:

Using Your Extension in a WebFOCUS Request

If you have installed and configured your extension as described, your extension will be available for use in the WebFOCUS tools as a chart type. When creating a chart using InfoAssist, charts are available in the Other format category under HTML5 Extension, as shown in the following image.

When creating a chart using WebFOCUS Designer, chart extensions are available in the Custom category when you expand the chart picker, as shown in the following image.

Implementing Single Sign-On

An important developer consideration for an embedded BI application is how to implement single sign-on (SSO) between the embedded application and WebFOCUS so that the user is not required to provide credentials on multiple occasions. There are several options to consider, including:

  • Windows Authentication
  • SAML 2.0
  • Web SSO Products
  • Custom Solutions

In this content and accompanying embedded BI demo application, you will learn how the Trusted Ticket Authentication feature in WebFOCUS can be used to implement SSO.

Adding Content to a Page

In WebFOCUS Designer, you can create interactive pages or InfoApps, using content that you create in InfoAssist as well as images and URLs to external content. You can also add content to these pages using content that was created by another user in your organization. You can access the content that is available to you from the Content tab in the Resource Selector.

WebFOCUS InfoSearch

With WebFOCUS InfoSearch, you can quickly find the BI content you need through simple, Google-style searches, without having to search through various folders for information. It enables you to search existing content items, such as procedures, charts, and other data elements using natural language processing and a type-ahead search index. To initiate a search, a user just types or speaks an actual value, such as the name of a specific customer.

Video: How to Use the Resource Selector

This video will show you how to use the Content area of the Resource Selector in WebFOCUS Designer. 

When you launch WebFOCUS Designer in a page mode, the Content area in the Resource Selector displays the same domain or folder in which this page resides. 

Each content item is represented by thumbnails, allowing you to quickly identify it.

To navigate to other domains or folders that are available to you, click the back arrow.

You can also use the Search field to search for specific content.