How-to's


Defining a Portal Structure

Each portal is a conglomerate of various parts that you can use to make your portal a comprehensive representation of your data narrative. For example, you can add pages and workbooks to your portal to showcase data. You can create sections and sub-sections to better organize your content. The structure of a portal can be as simple or as complex as required by your specific purpose. There are four content types that you can add to a portal:

Working With Personal Pages

Personal pages are created at run time by the user and allow the new level of versatility in a way users organize and use portals. Personal pages remain visible only to the user that created them, unless the user shares them. Personal pages reside inside the My Pages folder in the repository.

Creating Portals

The new generation Business Intelligence (BI) Portal is an analytical content management system that provides a flexible and interactive environment for both authors and consumers of data analytics. It allows users to access and share content, customize their portal experience, collaborate, and build sophisticated structures for data storytelling.

The key benefits of the BI portal are:

Customizing Portals

All users can remove their own customizations from a portal. Developers and administrators can also remove customizations for all users. Customizations are made when users customize unlocked content inside base portal pages. Personal pages and edits to personal pages are not considered customizations and, therefore, they are not removed.

Working With Slider Controls

A slider control is a horizontal track with a marker that you can slide between a minimum and maximum value. This versatile control is often used to choose a value within a fixed range. An example of a slider control is shown in following image.

Procedure: How to Create a Slider Control

  1. On the WebFOCUS Home Page, on the actions bar, click Report or Chart.

    The Open dialog box opens.

Assigning Tags to Content Items

To refine a search for content within a domain or folder in your repository or in the Ask WebFOCUS view, you can assign tags that appear with your search results. These tags provide additional search criteria that you can use to drill down and identify related content items quickly. You can also assign tags to collaborative portals to ease navigation in the Portals view. Tags are turned off by default. To select a tag, click it. Tags are available in the grid view, and can be displayed as a column in the list view.

Understanding Search Options

You have access to advanced search options when searching folders, which allows you to identify your content quickly and easily.

On the WebFOCUS Home Page, when you select a folder in the tree, the name of this folder is automatically populated in the Search text box. If you select a different sidebar, the name of the sidebar displays in the Search text box. When you enter a value in this text box, the search is conducted in that folder, or for that sidebar only.

Using the InfoSearch Index Builder

In order to access the Ask WebFOCUS user interface and perform InfoSearch searches, there must be at least one dimensional index present in the WebFOCUS software that corresponds to at least one domain. This is done by creating a dimensional data procedure in each domain that defines the dimensions that will be used to search your repository content.

Dimensional data procedures must contain the following components:

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: