WebFOCUS InfoAssist User's Manual

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Copyright © 2014 Information Builders

This documentation describes how to use the WebFOCUS InfoAssist application. It is intended for users that need to create, modify, and run reports.

Contact your local Information Builders account manager to learn how to license and enable this new capability.

Note: The WebFOCUS toolset generates the rich FOCUS fourth generation language. While this language is very extensive, the WebFOCUS toolset only supports a subset of the language and only specific syntax constructs. While the user can manually modify the content of these WebFOCUS procedures and files, there is no guarantee that the user will be able to open the modified procedure in the tool.

How This Manual Is Organized

This manual includes the following chapters:

Chapter/Appendix

Contents

1

Introducing InfoAssist

Describes the benefits of the InfoAssist ad hoc reporting tool, how to access it, and how to use its start-up screen.

2

Getting Started With InfoAssist

Describes how to start working with each version of the InfoAssist application and how to set your user preferences.

3

Navigating the InfoAssist Interface

Describes how to use the elements that make up the application window.

4

Creating and Customizing Reports

Describes how to create, customize, and style reports, and provides an overview of output formats.

5

Creating and Customizing Charts

Describes how to create and customize charts, and provides an overview of the available chart types and output formats.

6

Creating and Customizing Documents

Describes features of documents and Document view, which enables users to add text, images, reports, and charts to create documents in InfoAssist.

7

Creating HOLD Files

Describes how to create a HOLD file for use in a report, chart, document, and dashboard, and how to use a HOLD file in a subquery filter.

8

Creating Multi-page Documents and Dashboards

Describes how to create multi-page documents and active technologies dashboards and how to enable active cache through InfoAssist.

9

Creating Active Technologies Components With InfoAssist

Describes how to create a report, chart, or dashboard that is enabled for Active Technologies using InfoAssist.

10

Using Slicers

Describes the functionality of slicers, the dynamic selection criteria available from the Slicers tab.

11

Building InfoMini Applications

Describes how to create InfoMini applications that have embedded analysis functionality that is available at run time.

A

InfoAssist Warning Messages

Describes the warning messages that InfoAssist produces.

B

Glossary

Describes key concepts in this manual.

Documentation Conventions

The following table describes the documentation conventions that are used in this manual.

Convention

Description

THIS TYPEFACE

or

this typeface

Denotes syntax that you must enter exactly as shown.

this typeface    

Represents a placeholder (or variable) in syntax for a value that you or the system must supply.

underscore     

Indicates a default setting.

this typeface

Represents a placeholder (or variable), a cross-reference, or an important term. It may also indicate a button, menu item, or dialog box option that you can click or select.

Key + Key

Indicates keys that you must press simultaneously.

{  }

Indicates two or three choices. Type one of them, not the braces.

[  ]

Indicates a group of optional parameters. None are required, but you may select one of them. Type only the parameter in the brackets, not the brackets.

|

Separates mutually exclusive choices in syntax. Type one of them, not the symbol.

...

Indicates that you can enter a parameter multiple times. Type only the parameter, not the ellipsis (...).

.

.

.

Indicates that there are (or could be) intervening or additional commands.

Related Publications

Visit our Technical Documentation Library at http://documentation.informationbuilders.com. You can also contact the Publications Order Department at (800) 969-4636.

Customer Support

Do you have any questions about this product?

Join the Focal Point community. Focal Point is our online developer center and more than a message board. It is an interactive network of more than 3,000 developers from almost every profession and industry, collaborating on solutions and sharing tips and techniques. Access Focal Point at http://forums.informationbuilders.com/eve/forums.

You can also access support services electronically, 24 hours a day, with InfoResponse Online. InfoResponse Online is accessible through our website, http://www.informationbuilders.com. It connects you to the tracking system and known-problem database at the Information Builders support center. Registered users can open, update, and view the status of cases in the tracking system and read descriptions of reported software issues. New users can register immediately for this service. The technical support section of www.informationbuilders.com also provides usage techniques, diagnostic tips, and answers to frequently asked questions.

Call Information Builders Customer Support Services (CSS) at (800) 736-6130 or (212) 736-6130. Customer Support Consultants are available Monday through Friday between 8:00 a.m. and 8:00 p.m. EST to address all your questions. Information Builders consultants can also give you general guidance regarding product capabilities. Please be ready to provide your six-digit site code number (xxxx.xx) when you call.

To learn about the full range of available support services, ask your Information Builders representative about InfoResponse Online, or call (800) 969-INFO.

Information You Should Have

To help our consultants answer your questions effectively, be prepared to provide the following information when you call:

User Feedback

In an effort to produce effective documentation, the Technical Content Management staff welcomes your opinions regarding this document. Please use the Reader Comments form at the end of this document to communicate your feedback to us or to suggest changes that will support improvements to our documentation. You can also contact us through our website, http://documentation.informationbuilders.com/connections.asp.

Thank you, in advance, for your comments.

Information Builders Consulting and Training

Interested in training? Information Builders Education Department offers a wide variety of training courses for this and other Information Builders products.

For information on course descriptions, locations, and dates, or to register for classes, visit our website (http://education.informationbuilders.com) or call (800) 969-INFO to speak to an Education Representative.