Step 1. Creating Data Using WebFOCUS InfoAssist

How to:

You must first create data that will be integrated with WebFOCUS Visual Discovery Analyst Edition (AE). The example in this section uses a simple report created in WebFOCUS InfoAssist with the CAR Master File.


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Procedure: How to Create an Application Directory

Creating an application directory allows you to create a target location for data files that are generated by the VISDISAE output format, which are used by WebFOCUS Visual Discovery Workbench AE and WebFOCUS Visual Discovery Server AE. This target location is recommended to be outside of the WebFOCUS installation folder structure, since WebFOCUS Visual Discovery Server AE may not always be installed on the same machine as WebFOCUS.

  1. Create a project folder on your local drive. For example:
    C:/visdisproj
  2. Open the WebFOCUS Reporting Server Web Console.
  3. In the Applications tab, click New and Application Directory.

    The Create New Application dialog box opens in the workspace area.

  4. Enter a unique name in the Application Name field (for example, visdisproj).
  5. Enter the path to the project folder that was created in step 1 in the Physical location field, or click the browse button to navigate to this location.
  6. Select Map to existing application from the Create or Map to existing drop-down list.
  7. Select the Add directory to APPPATH check box and then click OK.

    This directory can now be used to store the data file(s) generated with FORMAT VISDISAE. This is recommended since the data file generated by FORMAT VISDISAE will typically be stored on its own in a directory accessible from WebFOCUS Visual Discovery Server AE.


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Procedure: How to Create Data in WebFOCUS InfoAssist
  1. Open the WebFOCUS BI Portal.
  2. Create a new folder (for example, visdisproj) under the Public folder.
  3. Right-click the visdisproj folder, select New, and then click Report from the context menu.
  4. Select a server (for example, EDASERVE), assign the applications, and click OK.

    WebFOCUS InfoAssist opens.

  5. Navigate to the ibisamp directory and select the CAR Master File.
  6. Drag and drop the following fields (as dimensions) from the Data pane to the Live Preview pane:
    • COUNTRY
    • CAR
    • MODEL
  7. Drag and drop the following fields (as metrics) from the Data pane to the Live Preview pane:
    • DEALER_COST
    • RETAIL_COST
    • SALES
    • MPG
  8. Select Visual Discovery AE as the Output Type.
  9. Set the Destination for the output to be saved as a Report.
  10. Save and run this WebFOCUS procedure.

    Notice the output presented in the browser, which is representative of how Visual Discovery AE dashboards consume WebFOCUS-driven data.

  11. In the WebFOCUS BI Portal, expand the Public folder, right-click the WebFOCUS procedure, and select Properties from the context menu.

    The Properties dialog box for the selected WebFOCUS procedure opens.

  12. Click the Details tab and copy the URL from the URL field.

    Notice that this URL now includes the visdisae.ibfs extension.

    You will be required to enter (paste) this URL in the Data Wizard of WebFOCUS Visual Discovery Workbench AE as you design a Visual Discovery AE Project.


WebFOCUS