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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

Guided Self-Service Presentation

Presented By Trey Jordan

Technical Account Manager

Southern Area


Topics

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?


What is a guided self service application

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


A guided self service application

A Guided Self-Service Application

Select Parameters in Launch Page and Submit

Customized Report is Displayed


Run application from business intelligence dashboard

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


Create guided self service application

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


Create guided self service application1

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


Create guided self service application2

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


Guided self service youtube videos

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.


Questions

Questions?


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