Accessing InfoAssist

You can access InfoAssist through the WebFOCUS Business Intelligence Portal. After you have signed in to BI Portal, you can work with an existing folder in the tree, or create a new folder to store your reports, charts, dashboards, and documents. Once you have identified the folder you want to use, right-click it, point to New, and then click Report, Chart, Dashboard, or Document to open InfoAssist. The Select a data source dialog box opens.

Select the data source that you want and click OK to close the dialog box. You can also double-click a data source to open it and close the dialog box in one step. If the data source that you want is not in the default directory, select a different directory using the Look in drop-down list.

Once you select your data source, the InfoAssist application window opens.


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