Presented By Trey JordanTechnical Account Manager

Southern Area

Guided Self-Service Presentation

Topics

What is a Guided Self-Service Application?Run Application from Business Intelligence DashboardCreate Guided Self-Service Application

Create baseline report (fex) Create launch page (html)

Questions?

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

Select Parameters in Launch Page and Submit

Customized Report is Displayed

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 ReportSave Selections and Run Report from Saved Parameter

Reports folder in My Reports

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 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 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

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?