MCCC Knowledge Base

CROA - Viewing Web Intelligence documents

2015

Viewing Web Intelligence documents

  

When you open a Web Intelligence document, the document appears in a viewer. Depending on the type of viewer and the functions enabled by your system administrator, you can perform different activities in the viewer.

 

The following sections provide information about the Web Intelligence toolbar and instructions for working with the navigation map, displaying user prompts, finding text, and drilling down on data in documents. For instructions on performing analysis on Web Intelligence documents, see the Web Intelligence documentation.

   

5.6.1          Web Intelligence viewer toolbar

  

Toolbar option

Description

 

Web Intelligence menu

 

Use this menu to show or hide parts of the BI launch pad user interface. You can select the Filter Bar, Outline, Side Panel (Normal, Minimized, or Off), Report Tabs, and Status Barlaunch pad options.

 

 

Click to create a new Web Intelligence document.

  

 

Click to open a Web Intelligence document for viewing.

 

 

Use this menu to save changes to a Web Intelligence document to various file formats, with a new name, locally on your computer.

   

 

Click to create a PDF version of a Web Intelligence document for printing.

 

 

Click to search for text in a Web Intelligence document.

   

 

Click to show the dates for Web Intelligence document instances.

   

 

Use this menu to export a Web Intelligence document, the current report, or data to your computer in the format you choose. You can export a document or the current report to PDF, Excel, Excel 2007, or text format or export data to CSV format.

 

 

Use this menu to send a Web Intelligence document to an email address, to a particular user, or via an FTP server. The available destinations vary, depending on how the BI launch pad is configured.

   

 

Click to undo the previous action.

  

 

Click to redo the previous action.

 

Toolbar option

Description

  

 

Use this menu to refresh either the current tab in a Web Intelligence document or the entire document.

 

Track menu

 

Use this menu to track changes in a document.

 

Drill menu

 

Use this menu to drill up or down on Web Intelligence document data and to take a "snapshot" of the level of analysis revealed during drilling (a copy of the report is created and opened on a new tab). The options available depend on whether drilling is in progress.

 

Filter Bar

 

Click to show or hide the Report Filter toolbar.

 

Outline

 

Click to show or hide an outline of the Web Intelligence document.

 

Reading menu

 

Use this menu to display a Web Intelligence document in PDF or HTML format.

 

Design menu

 

Use this menu to modify the design of a Web Intelligence document. Select With Data to modify data in the document or Structure only to modify the document structure.

 

  

Opening the navigation map in a Web Intelligence document

  

Use the navigation map to locate reports in a Web Intelligence document.

 

1. Open the Web Intelligence document that contains the reports the locate.

2. On the viewer toolbar, select  

3. On the side panel, click 

.

 The navigation map appears on the side panel.

 

 

  Showing user prompts in a Web Intelligence document

 

 

Click the user prompt input icon to gather user information in a Web Intelligence document.

 

The information that prompts gather from users may determine which data appears in a Web Intelligence document. For example, in a document used by sales, a prompt may ask users to choose a region. When a user chooses a region, the document includes results for that region instead of results for all regions in the document.

1. Open the Web Intelligence document that contains user prompts.

2. On the viewer toolbar, 

3. On the side panel, click 

 

The User Prompt Input pane appears on the side panel.

      Finding text in a Web Intelligence document

  

1. Open the Web Intelligence document that contains the text to locate.

2. On the viewer toolbar, click 

    The Search Bar panel appears under the document.

3. In the search box, enter the text to locate.

4. Click the arrow on the icon, and select Ignore case or Match case.

5. Click  beside the search box.

6.  (Optional) Click Find Previous to search for the previous occurrence or Find Next to search for the next occurrence.

   

  Drilling on data in a Web Intelligence document

  

You can drill on data to see the information beneath charts and summarized groups in Web Intelligence documents.

1. Open the Web Intelligence document that contains the data to drill on.

2. On the viewer toolbar, , and click the link to drill on.

3. Once the viewer is in drill mode, to take a photograph of the drilled view and open it on a new tab.

4. To apply filters to your view of the document, click Filter Bar on the viewer toolbar, and set the filters.

5. Select  

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