How-to's


Enabling Content Customization

As an alternative to pre-defined content, you can enable users to customize content at run time, which can make portal pages more engaging, useful, and interactive. With this feature you can also control which items users can access, by assigning a specific path to the Add content button in the Properties panel. This feature can be used with panel, tab, carousel, and accordion containers. If you enable this feature on a multi-content container, the Add content button automatically appears on every new tab, slide, or area.

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.

Creating Pages in WebFOCUS Designer

You can create pages in WebFOCUS Designer that you can add to a portal or portal page to share with other users in your organization. Additionally, pages that you create in WebFOCUS Designer can be run as content items from the Home Page or directly from a browser. You can share a WebFOCUS Designer page as a stand-alone repository resource or a URL.

Setting Up Your WebFOCUS Content to Work With InfoSearch

The next step is to ensure that your content will work with InfoSearch. When performing a search query, InfoSearch can only retrieve report procedures that have defined parameters. These parameters are then used by InfoSearch to correctly display all of the content that is related to your search query.

In the following examples, we create a sample report in InfoAssist and a chart in WebFOCUS Designer that shows the full name of a customer, and the revenue associated with their purchases.

Video: Enabling Hierarchical Drilling

Auto Drill is a feature that enables anyone who views the chart to see related data by navigating field hierarchies.


You can use Auto Drill in charts using any data source with field hierarchies. Enabling Auto Drill is easy. In a chart, for example, simply create the chart using a field that is part of a hierarchy and, from the More menu, turn on AutoDrill.

Video: Uploading 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: Connecting to Data

This video demonstrates how to configure adapters to various data sources, and how to create synonyms and cluster synonyms.

You can also upload data within the same Connect to Data environment.

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: Joining Data Sources

Hello, and welcome to this video on Joining Data Sources. You can join and blend data from multiple tables into a single view, enabling you to create a larger integrated data structure from which you can report in a single request. From this blended data source, you can create charts that show integrated content, providing a broader range of data with which you can create charts.