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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.
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