Using HTML vs. Applet in Webi User Preferences

Setting Your Interface Preferences Preferences – Sets options to determine how you view, create, and manage documents. To set the

Web Intelligence interface, click on Preferences in the top header menu bar.

Highlight Web Intelligence to view the setting options. From here you can select HTML or Applet for

viewing a modifying Webi documents.

Saving Documents

Both HTML and the Applet interfaces provide the save icon. Upon clicking the downward arrow, the

application displays the option to Save (re-save an existing document) or Save As (save a document for

the first time or to a different location). Save As renders the Save As/ Save Document panel.

The HTML interface only allows you to save as a Web Intelligence file type. You can use the Export

feature to store a file in a different format. See Exporting Documents further down in the document.

Click to Save.

Click

Preferences

The Applet interface allows you to save as:

• CSV archive

• Excel

• Excel 2007

• PDF

• Text

• Web Intelligence

Note: You must choose a location other than the BO repository (default location) to get the drop down

box for specifying the document format.

Exporting Documents

The HTML interface includes the export option icon, ). Export as:

• PDF

• CSV archive

• Excel

• Excel 2007

• Text

File format

drop down list

box.

The Java Applet interface does not show that export icon, you have to go through "Save As". See Saving

Documents.

Printing Documents Both HTML and the Applet interfaces provide the save icon.

The HTML interface – Upon clicking the Print icon in HTML, the application will export the document to

PDF format first before printing.

The Java Applet interface – Displays the Print panel for printing specifications.

Selecting a Data Source When creating a query (for a new or existing document), the application prompts for a data source. The

HTML interface displays two dynamic links from which to choose, “No data source” and “Universe”.

The Java Applet displays additional data source choices, Excel, BEx, and Analysis View.

Instantiate the Web Intelligence application. Click the icon to create a new document.

Click the

Export Icon

Click to print

Click to create a new

document

One of the following panels will appear based on the preferred interface.

Data Source Management This feature is specific to the Java Applet interface:

• "Data" mode (in addition to Reading and Design).

• Ability to add a "New data provider" directly within Design mode (Data Access > Data Providers).

• Ability to "Change Source" directly within Design mode (Data Access > Tools).

• Ability to Delete, Rename and Change Source within Data mode.

In the Applet interface, one may need to reveal the

options by clicking the “double greater-than” sign in

the upper right-hand corner of the header menu.

Conditional Formatting This feature is comparable to the 3.x Alerter. Conditional formatting defines rules for changing the

attributes of a cell based on its value. Only the Java Applet interface provides the action to create new

formatting rules. In Web Intelligence, click on the Analysis tab. Select the Conditional sub-menu tab. As

applicable, view existing formatting rules and the option for establishing new rules (Applet only).

Click the double greater-than

sign to reveal menu options

in the Java Applet interface.

Click on the

Analysis tab

View the difference sub menu items based on the interface.

Number Formatting Only the Java Applet interface provides the action to apply Custom number formats. In Web

Intelligence, click on the Formatting tab. Select the Numbers sub-menu tab. This feature is used to

customize numeric data in a chart. As applicable, view the existing options. Note that the custom

button is only available in the Applet interface.

Find (Cntl F) Feature Only the Java Applet interface provides a “Highlight All” button in the “Find” box to highlight all

occurrences of a text string in a report page. This feature is used to search for specific terms. The Java

Applet interface allows you to select one or all search terms as applicable.

“Highlight all”

button