Intro WebI Training

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Technology Services Division

ENTERPRISE REPORTING

Introduction to the Exercise 1: Creating and saving aquery

July 2012



Enterprise ReportingState of Washington – Department of Enterprise Services

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age $ of %&




!able of 'ontents

In-Class Exercises ______________________________________________________4E"ercise % 'reating and saving a basic )uer*+,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,&

E"ercise $ -odif*ing and combining )ueries,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,%.

E"ercise / Simple 'alculation,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,%$

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age / of %&




In-Class Exercises

Exercise 1: Creating and saving a basic query.

Overview:In this exercise, we will practice making a basic query and saving to your “avorites! "older#

%+ From the home screen0 clic1 on +

$+ $lick on located in the upper left hand corner to create a ne2 )uer*+ !his 2ill activate

a drop do2n list+ From the list choose /+ !he 3niverse selection screen 2ill be displa*ed+ $hoose the universe named 4AFRS $.%%5+&+ !he Edit Query screen 2ill be displa*ed+6+ %ouble click the follo2ing ob7ects into *our 4Results Objects’ section+

8+ %rag and drop the follo2ing ob7ects into *our 'Query Filter' section+

9+ $lick on the creating )uer* icon 2ithin the 4!ency5 )uer* filter $lick on the :;alue(sfrom <ist= selection+

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age & of %&

a!e o" Ob#ect Ob#ect$s Class

Fiscal -onth !ime 'lass

>< Account >< Account 'lass>< Account !itle >< Account 'lass

Account Account (Fund 'lass

?b7ect ?b7ect 'lass

?b7ect !itle ?b7ect 'lass

Amount -easure 'lass

a!e o" Ob#ect Ob#ect$s Class

Agenc* Agenc* 'lass

Fiscal -onth !ime 'lass

>< Account >< Account 'lass






%$+ &ype :%=%/+ !he s*stem 2ill navigate to the first instance of :%= in the list+

%&+ (elect Fiscal -onth :%$=

%6+ $lick the arro2 right

%8+ $lick ?

%9+ From the CG& cc$unt ob7ect0 click on the creating )ueries drop do2n bo"+

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age 8 of %&




%@+ (elect :-atches pattern=

%B+ From the G& cc$unt ob7ect0 enter :86=+ (ote We use percent sign as the specialcharacters to matches pattern li1e 86+

$.+ In the upper right hand corner of the screen click on this icon !his 2ill run the )uer*+

$%+ !he Edit Re($rt screen 2ill be displa*ed+ In the upper left hand corner of the Edit Re($rt screen0 click on the Sa)e ic$n *Sa)e as+,

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age 9 of %&




$$+ !he save dialog bo" 2ill be displa*ed+ !*pe :Exercise . /asic Query= in the title field+otice that the default folder for this saved )uer* is 4Favorites5+ $lick on the ? button 2hen*ou are complete+

$/+ 'lic1 on the Document G to close out of Web Intelligence document

T$ )ie0 sa)ed 1uery

$&+ In the Folders section0 if it is alread* not e"panded0 click on the plus sign ne"t to 4-*Favorites5+ !his 2ill displa* all of *our saved )ueries+

$6+ ou should see a ne2 )uer* named :E"ercise % – Hasic Quer*= 2ith *our general descriptionnarrative+

$8+ $lick on the title :E"ercise % – Hasic Quer*=+ !his 2ill displa* *our )uer* in Document vie2+

n$t%er 0ay t$ edit a 1uery is t%r$u!% t%e 2Edit3 $4 t%e d$cu5ent

$9+ In the upper left hand corner of the report screen0 click on the 4Document5 icon+ A drop do2nlist 2ill appear+ $lick on 4Edit5+

T$!!le bet0een 2Edit Re($rt3 and 2Edit Query3

$@+ !he report vie2 of the report 2ill be displa*ed+ In *our upper left hand corner of the report

page0 clic% on to displa* the 4Edit Quer*5 screen+

$B+ At the top of the )uer* editor screen click on the 4Edit Report5 tab+ !his 2ill displa* the 4EditReport5 screen+

/.+ In the upper right hand corner of the Edit Report screen0 click on the small " to close this

)uer* 2ithout saving+

ote If *ou do not have a small " and *ou are vie2ing a report0 *ou can clic1 on large G+!his 2ill close the )uer* *ou are vie2ing+

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age @ of %&




/%+ In the upper left hand corner of the screen0 click on this icon !his 2ill direct *outo the Web Intelligence home screen+

End o" Exercise

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age B of %&




Exercise &: 'odi"ying and co!bining queries

Overview:In this exercise, we will practice modi"ying a saved query#

%+ In the Folders section0 if it is alread* not e"panded0 click on the (lus si!n ne"t to 4-*Favorites5+ !his 2ill displa* all of *our saved )ueries+

$+ ou should see a ne2 )uer* named :E"ercise % – Hasic Quer*=+

/+ )ight $lick and select -odif* :E"ercise % – Hasic Quer*=+ !his 2ill displa* the CEdit Re($rtCscreen+

&+ In *our upper left hand corner of the report page0 click on to displa* the 4Edit Query’ screen+

(teps * + will show you how to create combining "ilters -a nested query. that will display "iscalmonth 01 through 12 and "iscal month expenditures "or your agency/

6+ $lick on the drop do2n bo" found in the middle of the 4Fiscal #$nt%’ )uer* filter+

A drop do2n bo" 2ith a list of operators 2ill be displa*ed+ $lick onthe selection criteria named 4Het2een5+

8+ our )uer* filter 2ill no2 be displa*ed 2ith t2o parameter fields

a In the first )uer* field0 t*pe .%b In the second )uer* field0 t*pe %$

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %. of %&




9+ Find 4Fiscal -onth5 in *our C6ata Section+ $lick and drag this ob7ect do2n to *our CQueryFilter section+ Drag this ob7ect over the e"isting 4Fiscal -onth5 so that the ob7ect loo1ssimilar to this and release *our mouse+

@+ In the ne2 4Fiscal -onth5 parameter field0 type BB

B+ Double clic% on the 4And5 ne"t to ne2 4Fiscal -onth5 parameter to change it to 4 Or 5

%.+ In the upper right hand corner of the screen clic1 on to run the )uer*+

%%+ !he CEdit Re($rtC screen 2ill displa*+ In the upper left hand corner of the CEdit Re($rtCscreen0 click on the Sa)e ic$n *Sa)e as+,

%$+ !he save dialog bo" 2ill displa*ed+ !*pe :Exercise 7 .C$5binin! Queries= in the title field+otice that the default folder for this saved )uer* is CFavorites+ &ype a small narrative in thegeneral description field+ $lick on the ? button 2hen *ou are complete+

%/+ In the upper right hand corner of the Edit Report screen0 click on the small " to close this

)uer*+

ote ?1 to clic1 on large G if *ou are in a )uer*+

%&+ In the upper left hand corner of the screen0 click on this icon + !his 2ill direct *ou tothe Web Intelligence home screen+

End o" Exercise

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %% of %&




Exercise (: Si!)le Calculation

Overview:In this exercise, we will practice simple calculation#

%+ pen *our Favorites folder and click on the 4-odif*5 h*perlin1 under the :E"ercise $ –'ombining Queries= that 2as created in previous e"ercise+

$+ !he Edit Report screen 2ill be displa*ed+

/+ 'lic1 an* data field 2ithin *our 4Amount5 column+ !he column should be gra*+

&+ In the middle of the Report vie2 toolbar0 clic1 on the icon to sum the 4Amount5 column+

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %$ of %&




6+ avigate to the end of the report+

Introduction to the Web Intell igence (AFRS Financial Queries !raining E"ercises #age %/ of %&




8+ In the upper left hand corner0 clic1 on the drop do2n bo" ne"t the Save icon+ Whenprompted0 clic1 on the 4Save as5 option+ Save *our )uer* in *our Favorites folder as :E"ercise/ – Report Formatting=

9+ Return to *our home screen+

End o" Exercise

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