How to: |
WebFOCUS Visual Discovery Workbench AE provides a user-friendly environment to develop web-based analytic dashboards. You can add various interactive and interconnected charts to these dashboards to visually expose trends, relationships, and other measured values.
The Getting Started dialog box opens, as shown in the following image.
The Data Wizard opens, as shown in the following image.
The Select Data Source Type dialog box opens, as shown in the following image.
Note: When using WebFOCUS procedures residing in the repository, leveraging WebFOCUS security, it is critical to use the visdisae.ibfs extension.
The Enter the WebFOCUS Procedure information dialog box opens, as shown in the following image.
The red dot to the right of the Login button changes to green when your login is successful.
The Configure the Dataset wizard displays.
Two views appear on the upper-left side of the wizard (Configure View and Data View)
Configure View
By clicking Configure View, you can:
Tip: Click on the first column header to select or exclude all of the fields from the dataset.
Tip: Click on the first column header to select or exclude all of the fields from the dataset.
Data View
By clicking the Data View you can view the data values for the first 25 rows in the dataset. This is a view-only mode to help confirm the desired dataset. This is the default view of the Configure the Dataset wizard.
The Dataset Summary dialog box opens. Review the following information:
Note. When you click Next, the dataset is loaded immediately and you can no longer modify the dataset properties.
Once links to WebFOCUS procedures are added to the dashboard project, connections to WebFOCUS are terminated. Therefore, when accessing the dashboard data set from the original source again (for example, opening a recent ADV file, refreshing data, reloading from the previous source, modifying, and so on), you will be prompted for each data source included.
The Loading Dataset dialog box opens, which shows the progress as data is loaded into WebFOCUS Visual Discovery Workbench AE.
The Completing Data dialog box opens, where a default data source name is included to uniquely identify this dataset.
For more information about the available charts that can be added to your project, see Available Charts.
To rearrange the charts, click and hold your mouse on the upper-left corner of the chart object, where the three horizontal lines are located. The cursor changes from a pointer to a cross-pointer, as shown in the following image.
Note: WebFOCUS Visual Discovery AE projects can be saved as ADV or ADVM file types (.adv or .advm extension). ADVM files are portable, as they will include the data. Nevertheless, it is recommended that these files also be saved outside the IBI directory structure. In addition, WebFOCUS Visual Discovery Workbench AE maintains one backup copy of a project if you save over an existing one. As a result, if an error is encountered during the save process, you can rename the .backup file to .adv and retrieve the previous version.
Note: When pointing to WebFOCUS procedures, if you save WebFOCUS Visual Discovery AE projects as ADV file types (.adv extension), then a login prompt may be displayed when first opening the file.
For example, select a slice in the pie chart to see how the selected slice is represented in other charts.
You are now ready to publish your Visual Discovery AE project.
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