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Guided Self-Service Presentation

Guided Self-Service Presentation. Presented By Trey Jordan Technical Account Manager Southern Area. Topics. What is a Guided Self-Service Application? Run Application from Business Intelligence Dashboard Create Guided Self-Service Application Create baseline report (fex)

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Guided Self-Service Presentation

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  1. Guided Self-Service Presentation Presented By Trey Jordan Technical Account Manager Southern Area

  2. Topics • What is a Guided Self-Service Application? • Run Application from Business Intelligence Dashboard • Create Guided Self-Service Application • Create baseline report (fex) • Create launch page (html) • Questions?

  3. What is a Guided Self-Service Application? • Highly parameterized report template allowing the end user to quickly create a report displaying exactly the information they want in the format they want without needing to understand how to use a complex BI tool • Advantages • End User Customization • Simple, easy to use interface • Developer Efficiency • One guided self-service application can be used to create hundreds of customized reports

  4. A Guided Self-Service Application Select Parameters in Launch Page and Submit Customized Report is Displayed

  5. Run Application from Business Intelligence Dashboard • Managed Reporting • Controlled environment built by Administrators and Developers using Developer Studio and Web-based graphical tools to control user access and capabilities. • Users can access their authorized Reports in Managed Reporting through the Business Intelligence Dashboard (BID) • Select Parameters and Run Report • Save Selections and Run Report from Saved Parameter Reports folder in My Reports

  6. Create Guided Self-Service Application • Developer Studio is a Windows-based suite of graphical tools to create: • Managed Reporting Applications • Web Applications • Reports • Charts • Documents • Extract files • Web Pages

  7. Create Guided Self-Service Application • Create baseline report (fex) • Create New Procedure • Add By fields (vertical sort) and set variable • Add Across fields (horizontal sort) and set variable • Add Sum fields and set variable • Add custom title variable • Add Filters (Where statements) with variable • Add display output variable

  8. Create Guided Self-Service Application • Create Launch Page (html) • Create New HTML document • Add Cascading Style Sheet • Add Page Title • Add Section Title • Add Group Box • Copy Section Title and Group Box to Create Other Sections and Resize • Add Submit button and Create Hyperlink to Baseline Report • Reposition Variable Controls • Add Save Selection Button • Save HTML file

  9. Guided Self-Service YouTube Videos • Created by Scott Wanner, Technical Account Manger • Guided Ad Hoc Part 1 • http://www.youtube.com/watch?v=HknE6oQSWxU&feature=plcp • Guided Ad Hoc Part 2 • http://www.youtube.com/watch?v=1gZW_0XrhEM&feature=relmfu • You can also search YouTube for “Texas Stingray WebFOCUS” to find the videos.

  10. Questions?

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