How-to's


Joining Data Sources

You can join and blend data from multiple tables into a single view. This enables you to create a larger integrated data structure from which you can report in a single request. Using this blended data source, you can create charts that show integrated content, providing you analytical and comparative capabilities.

Accessing Document Mode

In Document mode, you can:

  • Build a new document.
  • Open an existing document.
  • Generate a new document from an existing single report.

A blank InfoAssist canvas in Document mode is shown in the following image.

Blank InfoAssist Canvas in Document View

Procedure: How to Access Document Mode to Build a New Document

You can build new documents by accessing Document mode from the InfoAssist splash screen.

Creating an Active Technologies Component

This topic describes how to create a report, chart, or dashboard that is enabled for Active Technologies using InfoAssist.

These reports, charts, and dashboards use the full capabilities of Active Technologies. They are also referred to as active reports, charts, and dashboards.

Creating an Active Technologies Report

An active report is a self-contained report that is designed for offline analysis.

Changing a Field Format

You can change the format of any field except a Sort field. You can change the format of measure fields, as well as any calculated fields.

You can access the Field Format Options dialog box from the following locations:

  • Define and Compute dialog boxes.
  • Edit Format option when you right-click a measure in the Query pane (all modes), right-click a column in a chart, or a measure column in a report.
  • Format group on the Field tab.

The following image shows the Field Format Options dialog box.

Creating Reports in the Home Page

You can use the following procedures to create a basic report in the WebFOCUS Home Page and InfoAssist.

Procedure: How to Create a Report

After you have signed in to WebFOCUS, you can work with an existing folder, or create a new folder in the WebFOCUS Home Page to store your reports.

  1. Open InfoAssist in Report mode.
  2. Drag fields onto the canvas or into the Query pane to begin building your report.

    A basic report is shown in the following image.