This video shows business users how to
use the core features
of Web Intelligence to handle a typical
business scenario.
You will learn how to analyze, format, and create
Web Intelligence documents.
Before building your report, you need to
ensure that the Web Intelligence
HTML interface opens when you launch Web Intelligence
in the BI launch pad. To do so, in the BI
launch pad,
click Preferences.
In the Preferences dialog box,
 select Web Intelligence.
For the view and modify settings, make
sure that HTML is selected.
Here they are already enabled, so we will click cancel.
Now open Web Intelligence from the list of applications.
To create your query, click the new icon.
Select universe,
and click OK.
We will choose the efashion universe version 127.
Click OK.
You add available objects to the query by selecting on the left,
and using the right arrow button
associated to the result objects field.
The object appears in the result objects
pane. We will add some more objects.
To add multiple objects at the same time, select them
while holding down the control key.
Click run query to create the report.
When the query is run for the first time,
Web Intelligence
automatically creates a report and opens it in design mode.
All the objects you selected in the
query appear
in the available objects side panel.
We will save the report
Click the save icon.
Enter a name for the report
and click save.
Now we will customize the report. The table contains all of the objects that you
added to your query.
However, you do not need all the data in the table.
We will delete two columns of data that we do not need. Click in the body of the
column you want to delete,
and press the delete key.
Some of the data in the sales revenue
column is not visible. We will resize the
column to display the data.
Double-click the right cell border.
Repeat this action for each column you want to resize.
We will save the report.
Now we will change the default report name to sales revenue data.
Click in the report name cell.
The formula bar is now active. Enter the
report name in the formula bar.
Click the green check mark.
You can see that the cell now contains the
text you entered.  We will remove the
underlined format from the report name.
Select the formatting tab.
In the style sub tab, click the
underline icon.
To increase the font size, in the font
sub tab, click in the font size box.
Enter 18 and press enter.
We will rename the report.
Click the page setup tab.
Select the rename report sub tab.
In the text box, enter sales revenue
data
and press enter.
The tab at the bottom of the report now
displays the name you entered.
Remember to save your document.
We will view the report in page mode. This makes it easier to visualize the final
appearance of the report.
Click the page mode icon at the bottom of the report.
Change the magnification to 75
percent
and press enter.
To change the page layout, click the down arrow next to portrait,
and choose landscape.
Save your document.
Now we will insert a stacked column chart
in a report.
Click the report elements tab.
In the charts sub tab, click the column
chart icon,
and select stacked column.
When the cursor
changes to a plus sign, click in the
report where you want to position the chart.
An empty chart appears in the report.
We will add data to it by selecting
objects from the available objects list.
Press the control key to select multiple
objects.
Now drag the objects onto your chart.
the chart is populated with data.
We will resize the chart to better
display the data.
Position the mouse over
the bottom anchor of the chart, and drag down.
We will save the document.
Now we will add a pie chart to our report.
We will select some objects from the
available objects list,
and click the pie chart icon in the chart sub tab.
When the cursor changes to a plus sign,
click in the report where you want to
insert the chart.
The pie chart appears, but it is cut off
at the bottom.
We will resize it.
Select the chart and resize it so that
it no longer overlaps with the report footer.
Now we will display the percentage of revenue
for each quartile in the chart. Select
the formatting tab.
In the chart style sub tab, click the
format chart icon.
In the format chart dialog box, choose
data values.
Enable the option: data label displaying
mode.
Click OK.
The pie chart now displays the percentages. We will save the document.
Now we will add an image to the report
header.
Click in the report header cell.
In the tools sub tab of the formatting tab, click the formatting icon.
In the format header dialog box, choose appearance.
Select the option, image from file.
Click add.
In the upload image dialog box, click
browse.
Choose the image you want to add to the report header.
Click open.
Click upload.
Then click apply.
The image is added, while the format header dialog box stays open.
We will center the image. Choose center from the position drop down list.
Click apply.
Click OK to close the dialog box.
The image is now centered. Click save
Now we will add some information in the
report footer.
Select the report elements tab.
Select the cell sub tab.
From the predefined menu, select last refresh date.
Click in the middle of the report
footer element.
We will add a label to indicate what this
date means.
Click the blank button.
Click in the report footer element in
front of the last refresh date cell.
In the formula bar, enter report last
refreshed.
Click the green check mark.
The text you entered appears in the cell.
However,
the text is not entirely visible and is
lower than the date.
We will resize and reposition the cell.
We will change the font size and remove the border from the cells.
Select both cells.
Then select the formatting tab.
Select the font sub tab.
In the font dropdown list,
choose 10.
Select the border sub tab.
Click the border icon.
Save your document.
You report is ready. We will export it to PDF format.
In the file menu, click the export icon.
choose export document as,
then select PDF.
Choose save as.
The PDF file name already
contains the name of your report. Click
save.
We will open the PDF document.
You now have a professional looking
document in a format you can share easily.
 This is the end of the tutorial.
