Transcript Guided Ad Hoc Presentation

Guided Self-Service Presentation
Presented By Trey Jordan
Technical Account Manager
Southern Area
Topics
 What is a Guided Self-Service Application?
 Run Application from Business Intelligence Dashboard
 Create Guided Self-Service Application
 Create baseline report (fex)
 Create launch page (html)
 Questions?
What is a Guided Self-Service Application?
 Highly parameterized report template allowing the end user to
quickly create a report displaying exactly the information they
want in the format they want without needing to understand
how to use a complex BI tool
 Advantages
 End User Customization
 Simple, easy to use interface
 Developer Efficiency
 One guided self-service application can be used to
create hundreds of customized reports
A Guided Self-Service Application
Select
Parameters in
Launch Page
and Submit
Customized
Report is
Displayed
Run Application from Business Intelligence Dashboard
 Managed Reporting
 Controlled environment built by Administrators and
Developers using Developer Studio and Web-based
graphical tools to control user access and capabilities.
 Users can access their authorized Reports in Managed
Reporting through the Business Intelligence Dashboard (BID)
 Select Parameters and Run Report
 Save Selections and Run Report from Saved Parameter
Reports folder in My Reports
Create Guided Self-Service Application

Developer Studio is a Windows-based suite of graphical tools to create:
 Managed Reporting Applications
 Web Applications
 Reports
 Charts
 Documents
 Extract files
 Web Pages
Create Guided Self-Service Application
 Create baseline report (fex)
 Create New Procedure
 Add By fields (vertical sort) and set variable
 Add Across fields (horizontal sort) and set variable
 Add Sum fields and set variable
 Add custom title variable
 Add Filters (Where statements) with variable
 Add display output variable
Create Guided Self-Service Application
 Create Launch Page (html)
 Create New HTML document
 Add Cascading Style Sheet
 Add Page Title
 Add Section Title
 Add Group Box
 Copy Section Title and Group Box to Create Other Sections and




Resize
Add Submit button and Create Hyperlink to Baseline Report
Reposition Variable Controls
Add Save Selection Button
Save HTML file
Guided Self-Service YouTube Videos
 Created by Scott Wanner, Technical Account Manger
 Guided Ad Hoc Part 1
 http://www.youtube.com/watch?v=HknE6oQSWxU&feature=plcp
 Guided Ad Hoc Part 2
 http://www.youtube.com/watch?v=1gZW_0XrhEM&feature=relmfu
 You can also search YouTube for “Texas Stingray
WebFOCUS” to find the videos.
Questions?