How to: |
Use the Data Wizard to load any of the following data sources:
Databases including:
* WebFOCUS Visual Discovery AE supports comma and text delimited text files.
To Access the Data Wizard:
In the Task view, select Step 1: Load Data | New Data Source.
OR
In the File menu or Data toolbar, select New Data Source.
WebFOCUS Visual Discovery AE supports WebFOCUS Procedures using the FORMAT VISDISAE output type. Using WebFOCUS Procedures have the ability to leverage WebFOCUS Security as well as provide direct access to any data source.
Note: The Data Wizard windows can be resized as required for optimum display of data.
To use a different name to identify this data source, type in a new name in the Data Source Name edit box. You can change this name and add a description. When Remember Data Source Definition is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time that you use the Visual Discovery AE application. Click Finish.
If the WebFOCUS client requires login to access the WebFOCUS Procedure, enter in your credentials and click the Login button. The red dot changes to green when successful. Click Next.
Note: For users of previous versions of WebFOCUS Visual Discovery Workbench AE or WebFOCUS Developer Studio's Report Painter, note that for this release of Visual Discovery AE, the second line of the text file cannot contain the data type and format specifications used by Visual Discovery AE products.
Two views appear on the top left side of the wizard page:
To edit the table name: type the new table name in the Table Name edit box.
To select a field to include in the dataset: if the first column of the row is checked, the field is already included in the dataset. If it is not checked, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Tip: Click on the first column header to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset: if the first column of the row is checked, the field is already included in the dataset. Click the check box to clear it, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Tip: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings. It can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the drop down list.
Review the information displayed in the Dataset Summary wizard page. This information includes:
Note: When you click the Next button, the dataset is loaded immediately. You can no longer modify the dataset properties.
The Loading Dataset wizard page displays. It shows the progress as data is loaded into Visual Discovery Workbench AE.
Note: WebFOCUS Visual Discovery supports comma, tab, and “|” delimited text files by default. A configuration file may be used to provide other separators. Note that the Data Wizard windows can be resized as required for optimum display of data.
To display the Data Wizard you can:
To use a different name to identify this data source, type in a new name in the Data Source Name edit box. You can change this name and add a description. When the Remember Data Source Definition check box is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time that you use the application. Click Finish.
If the first row of your data file identifies field names, be sure that a checkmark appears next to the First row of field names field. Click Next.
Two views appear on the top left side of the wizard page
To edit the table name, type the new table name in the Table Name edit box.
To select a field to include in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Tip: Click on the first column header to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Tip: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings, which can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the pulldown list.
Click Next.
Source Type. Text File (*.txt or *.csv).
Data Source. The name of the file.
Source Table. The name of the file.
Display Name. The name of the table as it will appear in WebFOCUS Visual Discovery.
Rows. The number of rows of data to be loaded.
Selected Fields. The number of fields you selected in the Configure the Dataset wizard page.
Click Next to proceed. Note that when you click the Next button, the dataset is loaded immediately. You can no longer modify the dataset properties.
Options can be specified that control how a text file as read with a configuration file placed alongside the data file with an ini extension. For instance, if the data file is named eFashion.txt a file placed in the same directory named eFasion.ini would be recognized and parsed for optional settings.
The currently available options are:
The format of the file is a valid XML string in the following format:
<Options> <{option}>{option value}</{option}> </Options>
An example of a valid configuration file might be:
<Options> <FieldDelimiter> </FieldDelimiter> <UseHeader>True</UseHeader> <NullBadData>True</NullBadData> </Options>
This configuration file would set the field delimiter to a tab character, read field names from the first line in the files, and replace bad data with nulls without generating any errors.
Note: The that the Data Wizard windows can be resized as required for optimum display of data.
If the first row of your data file identifies the field names, be sure that a checkmark in the First row holds list of field names field. Click Next.
To select a worksheet, use the mouse to drag an item in the Available Items column to the Selected Items column or double-click on the worksheet item. You can also use the buttons located between the Available Items and Selected Items fields (Use >> to copy all available items, > to copy a single highlighted item, < to remove a single highlighted item from the Selected Items column or << to remove all items from the Selected Items column).
Tip:
Click Next.
Two views appear on the top left side of the wizard page
To edit the table name, type the new table name in the Table Name edit box.
To select a field to include in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Tip: Click on the first column header to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Tip: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings, which can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the pulldown list.
Click Next.
Click Next to proceed. Note that when you click the Next button, the dataset is loaded immediately. You no longer can modify the dataset properties until after the dataset has been successfully loaded.
If you want to use a different name to identify this data source, type in a new name in the Data Source Name edit box. When the Remember Data Source Definition check box is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time you use the application.
Note: The that the Data Wizard windows can be resized as required for optimum display of data.
Click Next.
Note: For users of previous versions of WebFOCUS Visual Discovery AE Workbench or Developer Edition (DE) products, note that for this release of WebFOCUS Visual Discovery AE, the second line of the text file cannot contain the data type and format specifications used by WebFOCUS Visual Discovery AE Solutions products.
To select a table, use the mouse to drag an item in the Available Items column to the Selected Items column or double-click on the table item. You can also use the buttons located between the Available Items and Selected Items fields:
To use a SQL query, select the Dataset via SQL query option. Either type the SQL query or use the right mouse button and the Paste Query content menu option. Click Next.
Two views appear on the top left side of the wizard page:
To edit the table name, type the new table name in the Table Name edit box.
To select a field to include in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Tip: Click on the first column header to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Tip: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings, which can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the pulldown list.
Click Next.
Click Next to proceed. Note that when you click the Next button, the dataset is loaded immediately. You no longer can modify the dataset properties until after the dataset has been successfully loaded.
If you want to use a different name to identify this data source, type in a new name in the Data Source Name edit box. When the Remember Data Source Definition check box is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time you use the WebFOCUS Visual Discovery AE application.
Note: The that the Data Wizard windows can be resized as required for optimum display of data.
Specify how you want to define the dataset:
To use table selection to define the datatset, select the Dataset from table selection option. All options available to the SQL Server are shown in the Available Items field and denoted by . All available views are shown in the Available Items field as .
To select a table or view, use the mouse to drag an item in the Available Items column to the Selected Items column, or double-click on the table/view item. You can also use the buttons located between the Available Items and Selected Items fields:
To use a SQL query, select the Define dataset from SQL query option, then either type in the SQL query or use the right mouse button and the Paste Query context menu option. Click Next.
Note: The Define dataset by SQL query option is an advanced feature. To use this option, you need to be familiar with data and with SQL syntax. Your SQL query must be valid (known to retrieve data) and must be submitted with proper syntax. We recommend pasting a SQL query string that you created in an application such as Query Analyzer.
To use a stored procedure, select the Dataset from stored procedure option, then type in the name of the stored procedure to use in the Procedure Name edit box. For each parameter in the stored procedure, click on the Add New … button and then type in the parameter name in Parameter Name column, select the parameter data type from the Data Type pull-down list, and specify the parameter value in the Value column.
Click Next.
Two buttons appear in a toolbar on the top left side of the wizard page:
To edit the table name, click to switch to the Configuration View and enter the new table name in the Table Name edit box.
To select a field to include in the dataset, click to switch to the Configuration View. If a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Note: Right-click on the first column header brings up the context menu to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, click to switch to the Configuration View. If a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Click Next.
Click Next to proceed.
To use a different name to identify the data source, type in a new name in the Data Source Name edit box. You can also add a description of the data source. When the Remember Data Source Definition check box is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time you use the application.
Click Finish to close the wizard.
Note: The that the Data Wizard windows can be resized as required for optimum display of data.
Note: Oracle Client software must be installed on the PC from where you are loading the dataset.
Specify how you want to define the dataset:
To use table selection to define the datatset, select the Dataset from table selection option. All tables available to the Oracle New Service Name are shown in the Available Items field and denoted by . All available views are shown in the Available Items field as .
To select a table or view, use the mouse to drag an item in the Available Items column to the Selected Items column, or double-click on the table/view item. You can also use the buttons located between the Available Items and Selected Items fields:
To use a SQL query, select the Define dataset from SQL query option, then either type in the SQL query or use the right mouse button and the Paste Query context menu option.
Note: The Dataset by SQL Query option is an advanced feature. To use this option, you must be familiar with data and with SQL syntax. Your SQL query must be valid (known to retrieve data) and must be submitted with proper syntax. We recommend pasting a SQL query string that you created in a query application.
To use a stored procedure, select the Dataset from stored procedure option, then type in the name of the stored procedure to use in the Procedure Name edit box. For each parameter in the stored procedure, click on the Add New … button and then type in the parameter name in Parameter Name column, select the parameter data type from the Data Type pull-down list, and specify the parameter value in the Value column.
Click Next.
Two views appear on the top left side of the wizard page
To edit the table name, type the new table name in the Table Name edit box.
To select a field to include in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Tip: Click on the first column header to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Tip: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings, which can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the pulldown list.
Click Next.
Click Next to proceed.
Note: The that the Data Wizard windows can be resized as required for optimum display of data.
Specify how you want to define the dataset:
To use table selection to define the datatset, select the Dataset from table selection option. All tables available to the data source associated with DSN are shown in the Available Items field and denoted by . All available views are shown in the Available Items field as .
To select a table or view, use the mouse to drag an item in the Available Items column to the Selected Items column, or double-click on the table/view item. You can also use the buttons located between the Available Items and Selected Items fields:
To use a SQL query, select the Define dataset from SQL query option, then either type in the SQL query or use the right mouse button and the Paste Query context menu option.
Note: The Dataset by SQL Query option is an advanced feature. To use this option, you must be familiar with data and with SQL syntax. Your SQL query must be valid (known to retrieve data) and must be submitted with proper syntax. We recommend pasting a SQL query string that you created in a query application. Click Next.
To use a stored procedure, select the Dataset from stored procedure option, then type in the name of the stored procedure to use in the Procedure Name edit box. For each parameter in the stored procedure, click on the Add New … button and then type in the parameter name in Parameter Name column, select the parameter data type from the Data Type pull-down list, and specify the parameter value in the Value column.
Click Next.
Two views appear on the top left side of the wizard page:
To edit the table name, click to switch to the Configuration View and enter the new table name in the Table Name edit box.
To select a field to include in the dataset, click to switch to the Configuration View. If a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the check box will toggle field selection between including in the dataset and excluding from the dataset.
Note: Right-click on the first column header brings up the context menu to select all or exclude all fields from the dataset.
To deselect a field for inclusion in the dataset, click to switch to the Configuration View. If a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.
To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the check box to toggle whether or not to use these options.
Click Next.
Click Next to proceed.
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