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Course Title Course # Course Description Location

WebFOCUS Reporting for Business Analysts Using InfoAssist v 7.x 301IA What is the secret to your success as a business analyst? With WebFOCUS Managed Reporting, you will be able to access your company's data and execute a variety of predefined standard reports. Furthermore, you will be able to develop your own sophisticated ad hoc reports. You Will Learn How To:
  • Access Managed Reporting through the Business Intelligence Dashboard and understand its significant components
  • Execute a variety of standard reports and graphs that demonstrate WebFOCUS features, such as drill-downs and on-demand paging
  • Submit, review, and save output of standard reports executed in deferred receipt mode
  • Use the InfoAssist tool to build sophisticated ad hoc reports based on reporting objects
  • Customize your ad hoc reports with headers and footers, fonts, and color
  • Highlight information in your ad hoc reports through the use of conditional styling
  • Turn your ad hoc report data into Business Intelligence by adding virtual fields
  • Select just the right data for your analysis with filters, or build your own selection statements
  • Select your ad hoc report display format as HTML, Excel, and Adobe Acrobat
  • Share your work with other Managed Reporting users
  • Use the OLAP tool to "slice and dice" report data for additional analysis
Working with ReportCaster v 7.x 305 Release 7.x How can you automate the scheduling, distribution and storage of information to multiple groups of users? ReportCaster, the WebFOCUS report delivery engine, allows you to schedule WebFOCUS reports, any file (including legacy reports or third-party files), or the contents of a URL, and send the output in a variety of formats via FTP, printer, email, fax, mobile device or to the optional Report Library. You will learn how to:
  • Understand ReportCaster architecture
  • Use ReportCaster to send reports, files of all types and URLs to email addresses, FTP locations, printers, mobile devices, fax machines, Managed Reporting and the Report Library
  • Use the Report Library feature to accelerate information storage and retrieval
  • Prioritize reports for execution
  • Use intelligent bursting to deliver Burst Reports, including the ability to deliver different versions of the same report to many users
  • Create an Alert that will cause a report to be distributed when a specific business condition occurs
  • Use the ReportCaster Console
  • Enable and view trace files
  • Use the configuration tool to change configuration settings, change the polling interval for the Distribution Server and define access to multiple WebFOCUS Reporting Servers
ReportCaster Scheduling and Distribution 30581 Release 8.x How can you automate the scheduling, distribution and storage of information to multiple groups of users? ReportCaster, the WebFOCUS report delivery engine, allows you to schedule WebFOCUS reports, any file (including legacy reports or third-party files), or the contents of a URL, and send the output in a variety of formats via FTP, printer, email, fax, mobile device or to the optional Report Library. You will learn how to:
  • Understand ReportCaster architecture
  • Use ReportCaster to send reports, files of all types and URLs to email addresses, FTP locations, printers, mobile devices, fax machines, Managed Reporting and the Report Library
  • Create distribution lists and files
  • Use the Report Library feature to accelerate information storage and retrieval
  • Create a Library Watch List
  • Share a schedule
  • Prioritize reports for execution
  • Use intelligent bursting to deliver Burst Reports, including the ability to deliver different versions of the same report to many users
  • Create an Alert that will cause a report to be distributed when a specific business condition occurs
  • Use the ReportCaster Console and the ReportCaster Explorer
  • Interpret the log file
  • Use the configuration tool to change configuration settings, change the polling interval for the Distribution Server and define access to multiple WebFOCUS Reporting Servers
Creating Metadata for Data Sources v7.x 340 Release 7.x When your application accesses a data source, it needs to know how to interpret the data used in the application. With this course, you’ll learn how to create, manage, and enhance a data source description (Master File), a key component in a WebFOCUS application. You will learn how to:
  • Generate a Synonym for an existing relational data source
  • Create a Master File using the Synonym Editor in Developer Studio
  • Explore the required and optional attributes for a field
  • Edit a Master File using the Text Editor in Developer Studio
  • Add a virtual field to a segment
  • Interpret the Master File for a HOLD file
  • Create a cross reference to another file
  • Create a Business View from an existing data source description
Integration Techniques for Microsoft Office v7.x 345 Release 7.x Got Office? With this course you’ll learn how to work productively with the features available in WebFOCUS Developer Studio that interact with Microsoft Office products like Excel and PowerPoint. In addition, optional products, such as the Quick Data plug-in for Excel and the Active Reports interactive analytical tool, are highlighted. You will learn how to:
  • Create multiple integration points for Office products with WebFOCUS
  • Generate single and multiple worksheets from your data sources
  • Create an Excel workbook that contains multiple worksheets with table of contents
  • Combine multiple worksheets in one workbook with Excel Compound Reports
  • Employ WebFOCUS features in a worksheet, such as conditional styling and drill-downs
  • Populate an Excel template with current data
  • Facilitate analysis of complex data with PivotTables
  • Access data contained in an Excel worksheet for WebFOCUS reporting
  • Upload data from Excel for WebFOCUS reporting
  • Convert report output to PowerPoint format
  • Populate existing templates with PowerPoint slides generated by WebFOCUS
  • Use WebFOCUS Quick Data to create reports directly within Excel
  • Generate portable, interactive reports with WebFOCUS Active Reports
Building Reports with Report Painter - Part 1 v7.x 351 Release 7.x What does it take to create all the reports you need for your WebFOCUS application? For this course, you will learn how to use an integrated development environment optimized for building and testing Web reporting applications. You will use WebFOCUS to produce reports and graphs destined for deployment as a Web application. You will learn how to:
  • Navigate and understand the different components of WebFOCUS Developer Studio
  • Create reports using the Report Painter tool:
  • Add structure to reports through sorting and display techniques
  • Format your report headers, footers, and column headings
  • Employ efficient data selection techniques
  • Create sophisticated virtual columns
  • Join multiple tables as needed
  • Limit report contents with static or parameterized selection criteria
  • Highlight data with conditional styling
  • Establish drill-downs between summary and detail reports
  • Display report output in Excel or PDF format
Also available as self-paced training [wpsc_products product_id='21']
Building Reports with Report Painter - Part 2 v7.x 354 Release 7.x How can you produce highly complex reports, and run them more efficiently in your business environment? With this course, you’ll learn techniques to think critically about a business reporting need and translate it to a very productive WebFOCUS request. You will also be able to look at existing reports and eliminate needless processes. You will learn how to:
  • Decide what tools to use
  • Manage report output through Hold files
  • Control the destination of an extract file
  • Control the order of data displayed
  • Rank and group data automatically
  • Sort aggregated data
  • Use complex screening techniques
  • Calculate using subtotal values
  • Generate summary information
  • Add flexibility to your report request
  • Call a procedure from another procedure
  • Work efficiently with reports on presorted data
  • Select efficient join techniques
  • Merge data using the Match Wizard
  • Add visual impact to reports
  • Highlight data with conditional styling
  • Visually display complex data
Creating Financial Reports with the Financial Painter v7.x 355 Release 7.x How is it possible to create internal financial statements and meet the external demands of government agencies, investors, creditors, and others for accurate and timely financial information? The Financial Report Painter is designed for the special needs associated with creating, calculating, and presenting financial information like balance sheets, consolidations, cash flow and profit and loss statements, budgets, and variances. You will use the Financial Report Painter to create financial reports from data sources with varying degrees of consolidation. You will learn how to:
  • Start and design financial reports using the Financial Report Painter:
    • Use consolidated data sources
    • Use unconsolidated data sources
    • Supply data directly
    • Save and retrieve intermediate data
    • Perform calculations
    • Suppress the display of report rows and columns
    • Add, insert, and delete rows
    • Edit row types and properties
    • Add and delete columns
    • Use the range, multi-select, and wild card options
  • Report dynamically from a hierarchy of accounts
  • Report from base-level accounts
  • Aggregate financial data manually
  • Link to a detail drill-down report
  • Enable metadata for financial reporting
  • Grouping of data into ranges with FML
Designing a User Interface for a Web Application With the HTML Composer v7.x 356 Release 7.x How can you make your WebFOCUS reports and graphs available in a Web application? This course will show you how to build a cohesive, efficient, professional user interface for your reporting application. Using Developer Studio’s HTML Composer tool, you will build a Web application and discuss how it can be deployed in several different environments. You will learn how to:
  • Graphically build a user interface for your Web application using components such as tabs, images, reports, graphs, frames, lines, text and others
  • Incorporate WebFOCUS parameterized procedures and form controls, including list boxes, drop-down lists, calendars, sliders, radio buttons and check boxes
  • Create Active pages where components interact with each other and their controls to efficiently analyze business situations
  • Fully test your application and all its components
  • Discuss different deployment scenarios and their considerations
Advanced WebFOCUS Application Techniques v7.x 357 Release 7.x This unique class builds on the skills introduced in ‘Designing a User Interface for a Web Application with the HTML Composer’ (Course 356), enabling developers to create and deploy a sophisticated application that combines reporting and analysis capabilities in a portal-like application. You will enhance an existing application that is clean and aesthetically balanced with additional features and styling components learning how different aspects of the tool contribute to complex application techniques.  In addition to using the HTML Composer to create application pages, you will learn how to properly include JavaScript enhancements and API calls. You will learn how to:
  • Give pages advanced styling using Javascript and Cascading Stylesheets
  • Customize the loading message
  • Create Rich Internet Application pages
  • Create dynamic calendar controls
  • Create pages that employ search controls
  • Properly use proprietary functions
  • Create pages that employ complex chaining
  • Use an Managed Reporting id to control selection values
Developing Composite Reports v7.x 358 Release 7.x Do you want to design and build sophisticated reports that your company will use every day? How about reports that will capture key performance indicator status or show current business scenarios in a variety of graphical and tabular formats all on one page? This course will show you how. You will learn how to:
  • Lay out composite reports that involve graphical and tabular components
  • Provide both browser and true printer-ready versions
  • Build HTML launch pages for parameter driven reporting
  • Build Web pages that invoke dynamic dependent controls without additional coding
  • Enable reports to launch multiple drilldown reports from a single link
Managed Reporting Content Development Using InfoAssist v7.x 360IA Release 7.x How do you create the reports and other content required by users of a Managed Reporting Environment? This course will teach you how to manage domains that limit access to certain data, create standard reports that users execute, and define reporting objects from which users can create their own reports and graphs. You will learn how to:
  • Build standard reports with InfoAssist
  • Create reporting objects
  • Build and graph templates
  • Publish reports
  • Work with data servers
  • Implement change management
Managed Reporting Content Development Using Report Assistant v7.x 360RA Release 7.x How do you create the reports and other content required by users of a Managed Reporting environment? This course will teach you how to manage domains that limit access to certain data, create standard reports that users execute, and define reporting objects from which users can create their own reports and graphs. You will learn how to:
  • Create standard reports using report assistant
  • Create reporting objects
  • Build report and graph templates
  • Publish reports
Managed Reporting Administration v7.x 361 Release 7.x How can you give users easy access to the information they require while protecting sensitive or confidential data? With the WebFOCUS Managed Reporting Environment, you can control the users’ environment by building domains that limit access to certain data, creating users and groups, and assigning privileges for accessing the Managed Reporting environment. You will learn how to:
  • Add a new WebFOCUS environment
  • Create domains
  • Copying existing procedures into domains
  • Create and Manage Users, Groups, and Roles
  • Enhance metadata and procedures with OLAP (Online Anaytical Processing) capabilies
  • Generate reports about your Managed Reporting Applications
  • Use Impact Analysis to analzye your procedures
  • Use the WebFOCUS Administration console to modify your application
Building a WebFOCUS Dashboard v7.x 362 Release 7.x How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting? With WebFOCUS Business Intelligence Dashboard, you will learn how to animate a Managed Reporting repository with portal-like functionality for your reporting applications on the Web. You will learn how to:
  • Create a customized interface for public and group views using the tools of the Dashboard View Builder
  • Customize the look of a Dashboard by selecting from a variety of convenient templates, as well as choose background colors, wallpaper, links and a company logo
  • Personalize Dashboard content by creating role trees, managing content blocks, and manipulating the composition of the Web page layout
  • Explore advanced customization techniques beyond the View Builder
Building Reports Using InfoAssist (For Developers) v7.x 364 Release 7.x Need to transform enterprise data into compelling reports without the intervention of technical staff?  WebFOCUS InfoAssist provides business users with the most advanced – yet simple to use – ad hoc reporting capabilities available in a BI tool. This course explores how to create personal reports and graphs with InfoAssist in a WebFOCUS Managed Reporting environment. You will learn how to:
  • Access Managed Reporting through the Business Intelligence Dashboard and understand its significant components
  • Create sophisticated reports and graphs with InfoAssist using existing reporting objects and selective data access with custom reports
  • Add structure to reports through sorting and display techniques
  • Customize your report headers, footers, and column headings
  • Employ efficient data selection techniques
  • Create sophisticated virtual fields
  • Join multiple tables as needed
  • Limit report contents with parameterized selection
Controlling the Execution of Application Components v7.x 370 Release 7.x Searching for a way to provide flexibility in the design of your applications? With Dialogue Manager, a component of the WebFOCUS language, you can dynamically control the execution of application components, customize a procedure with variables, and communicate results interactively. You will learn how to:
  • Integrate procedures and Web pages
  • Control multiple outputs on a Web page
  • Customize a procedure with variables
  • Control the execution and navigation of a procedure through branching and looping techniques
  • Send a message to an application
  • Read and write variable values from/to an external file
  • Employ validation tools
  • Enhance applications by using the core language behind WebFOCUS
WebFOCUS Application Administration v 7.x 372 Wondering what goes on behind the scenes of a WebFOCUS application? With this course, you'll learn about the inner workings of a WebFOCUS application including processing sequence, the WebFOCUS Client, and the WebFOCUS Reporting Server. You will learn how to:
  • Use the Workspace Manager's Web Console and the WebFOCUS Client Console
  • Connect to remote servers
  • Use the various configuration files, and the variables within them, to modify the functionality of your applications
  • Work with the Application Namespace (APP PATH) facility
  • Create synonyms from a relational database
  • Enhance the Master File Descriptions for your data
Getting Started with InfoDiscovery 385 Stand-alone Version 8.1.04 WebFOCUS InfoDiscovery is a web-based self-service data discovery tool that empowers users to gain deeper insight from all kinds of data. This course provides a hands-on introduction to the capabilities and functionality of InfoDiscovery, from data connectivity to visualization and storyboarding. During this course, you will assume different roles for a fictional company and create a variety of data visualizations to identify several business anomalies and possible opportunities.
  • Adopt the Explore and Discovery Process to provide insight from your data.
  • Access, prepare, upload and analyze personal data, such as a spreadsheet.
  • Use the interactive data discovery tools to discover trends, answer questions and uncover opportunities hidden in your data.
  • Connect to an existing data source, and create metadata prior to analyzing enterprise data.
  • Explore join and blend for combining tables.
  • Perform common administrative tasks, such as creating new domains, users and adding users to a group.
Prerequisites Review of the InfoDiscovery documentation and resources available at http://documentation.informationbuilders.com/idis/welcome.html . The students should be familiar with the main points covered in the InfoDiscovery Fact Sheet http://www.informationbuilders.com/pdf/factsheets/fs_webfocus_infodiscovery_wf_2014.pdf. The students should have briefly accessed the InfoDiscovery Content Library to become aware of the online help available to them http://documentation.informationbuilders.com/idis-content-library/content.html. This course is offered as public Instructor Led Online (ILO) training with regularly scheduled sessions. To schedule a private ILO session, please contact your local Information Builders Education Account Executive.
Online
Data Adapter Server Administration v7.x 961 Release 6.x What does it take to administer a server on a daily basis? You’ll learn how to configure an adapter server, techniques for balancing performance and resource utilization using the Server Console, debugging tips and tools that make diagnosing problems a snap, and how to control your server environment on a daily basis to take advantage of the power of the adapter server. You will learn how to:
  • Visually and conceptually understand the server architecture
  • Configure an adapter server
  • Manage adapter server operations on a daily basis
  • Configure a data source and set up metadata for an adapter server
  • Troubleshoot and solve problems
  • Tune your adapter server for efficient performance



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