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WebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations continue to turn to Enterprise Information Portals (EIP) to deliver information and processes to employees, customers and suppliers across complex enterprises through a single-source Web-browser portal (More on BI Portal on page 19). We know that information is the lifeblood of most organizations, and anything that can be done to help upper management, employees, customers, partners and suppliers make better decisions faster is bound to be good for the bottom line. WebFOCUS Open Portal Services provides a set of components that allows WebFOCUS to integrate quickly and extend WebFOCUS Business Intelligence capabilities to end-users within an existing EIP framework. Open Portal Services comes packaged as part of the Managed Reporting license agreement and, therefore, does not require a separate license. WebFOCUS Open Portal Services has support for many of the leading portal products such as SharePoint, IBM WebSphere and SAP, as well as JSR-168 compliant portals such as JetSpeed, JBOSS and Vignette. Note: Supported portals (IBM WebSphere, SAP, etc.) integrated with WebFOCUS 7.6.9 Open Portal Services must be hosted on a system using JVM 1.5 and above. What are the benefits of using Open Portal Services? Benefits of Open Portal Services are as follows: Immediate access to critical enterprise-wide data via WebFOCUS components Comprehensive reporting and analysis capabilities within the portal using our many tools, such as InfoAssist, Power Painter and Report Assistant Users’ ability to display, locate, share, visualize and analyze business intelligence information based on their roles within the enterprise. Ability to display graphs and reports in the same portal page. Supports external and internal security for delivering timely and accurate reports to authorized users. Supports secure single sign-on integration with supported third-party portal products.
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Page 1: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

WebFOCUS Open Portal Services Overview

by Gil Rodriguez

WebFOCUS Open Portal Services has become a widely used product component as many organizations continue to turn to Enterprise Information Portals (EIP) to deliver information and processes to employees, customers and suppliers across complex enterprises through a single-source Web-browser portal (More on BI Portal on page 19).

We know that information is the lifeblood of most organizations, and anything that can be done to help upper management, employees, customers, partners and suppliers make better decisions faster is bound to be good for the bottom line. WebFOCUS Open Portal Services provides a set of components that allows WebFOCUS to integrate quickly and extend WebFOCUS Business Intelligence capabilities to end-users within an existing EIP framework.

Open Portal Services comes packaged as part of the Managed Reporting license agreement and, therefore, does not require a separate license. WebFOCUS Open Portal Services has support for many of the leading portal products such as SharePoint, IBM WebSphere and SAP, as well as JSR-168 compliant portals such as JetSpeed, JBOSS and Vignette.

Note: Supported portals (IBM WebSphere, SAP, etc.) integrated with WebFOCUS 7.6.9 Open Portal Services must be hosted on a system using JVM 1.5 and above.

What are the benefits of using Open Portal Services?

Benefits of Open Portal Services are as follows:

Immediate access to critical enterprise-wide data via WebFOCUS components Comprehensive reporting and analysis capabilities within the portal using our many tools, such as

InfoAssist, Power Painter and Report Assistant Users’ ability to display, locate, share, visualize and analyze business intelligence information based

on their roles within the enterprise. Ability to display graphs and reports in the same portal page. Supports external and internal security for delivering timely and accurate reports to authorized

users. Supports secure single sign-on integration with supported third-party portal products.

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Below we will provide an overview of our WebFOCUS Open Portal Services components.

Note: The terminology used to describe WebFOCUS components is specific to each individual portal. For example, portlets is used for IBM WebSphere portal and webparts is used for Microsoft SharePoint Portal.

WebFOCUS Domain Component

Similar to the Managed Reporting or Business Intelligence Dashboard tree capabilities, the domain component allows authenticated users access to domains they have been permitted to view.

In Screen 1, we illustrate a domain component that has been enabled via a component parameter (multidomains=yes) to display a multi-domain tree.

Screen 1

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WebFOCUS Report Component

The WebFOCUS Report component provides some of the block type capabilities also provided by the Business Intelligence Dashboard. By default, end users are able to select their own block type and personalized content as shown on Screen 2. The report component can be configured via the userrunonly parameter so that only MR Administrators can add or change content for the launch, list or folder block types, and end users will not be able to change the content.

Here are the block type descriptions:

Launch blocks contain only one item. When the Report component loads, this item automatically launches (or runs) within the designated component area.

List blocks contain links to items from one or many domains. You can run a report or access an Internet resource by clicking an item from the list. This list appears in the designated component area.

Folder blocks contain the entire contents of a folder (including its subfolders) that have been created in the designated component area. When the contents of a folder are modified, the folder block in the component is automatically updated to reflect any changes.

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Screen 2

WebFOCUS QuickLinks Component

The WebFOCUS QuickLinks component allows users to access their Business Intelligence Dashboard quickly using pre-verified authentication information. Links to the Library and ReportCaster are available if WebFOCUS ReportCaster is installed and end users have the necessary privileges. See Screen 3.

Screen 3

WebFOCUS Deferred Status Component

The WebFOCUS deferred status component allows users to check the status of any report previously deferred to run as a background task.

WebFOCUS Favorites Component

The WebFOCUS favorites component allows users to add popular reports to a list of favorites for easy access and execution. See Screen 4.

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Screen 4

WebFOCUS Output Component

As of Version 7 Release 6.2, the output portlet is available for JSR 168 compliant portals only. If an output portlet is added to the same portal page as a domain, report or favorites portlet, every report that is executed using those portlets will display in the output portlet. The portlet also remembers the last report that was executed. In addition, if the output portlet is minimized, any report that is being executed will display in a separate window.

For more information about Open Portal Services, see the WebFOCUS Open Portal Services Administration Guide Release 7.6.1 & Higher.

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New Features in the Developer Studio Compose Tools Release 7.6.9

by David Glick Developer Studio Compose Tools Release 7.6.9 contains several new features. The Document Composer, which is used to create documents with multiple components such as reports, graphs, text and images, has two new output types – Active Flex and Active PDF. Active Flex uses the well-known Flash/Flex movie output commonly seen on the Internet to provide an interactive reporting experience. When this output type is used with the Document Composer, an Active Dashboard is created, just like when the Active HTML output type is used. Active Dashboards combine multiple Active Reports into a variety of scenarios that are coordinated with a common sort field. The Active PDF format also creates the Flash/Flex movie output, but embeds the output in a PDF document. In release 7.6.9, the HTML Composer, which is used to create HTML pages with parameters for WebFOCUS Reports and Graphs, has a host of new features. If using the Managed Reporting area of Developer Studio, and a report or graph component has the “Run Deferred” property, a button to run the component deferred is automatically added to the control form, along with the regular run and reset buttons. This feature was requested by countless customers.

Screen 1

The next new feature in the HTML Composer is the ability to toggle the selection of parameters in the New Parameters dialog. If the list of parameters is quite lengthy, the developer may not want to create controls for all the parameters, so there is a “Toggle Selection” checkbox that will uncheck all the “Create Control” checkboxes to prevent creating controls for all the parameters.

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Screen 2

The most significant new feature in the HTML Composer is the new Parameters canvas. We have revamped the entire area of parameters and chaining to provide increased functionality and eliminate the need for custom JavaScript. Chaining is now as easy as dragging and dropping a line between two controls.

Screen 3

The developer may also add new parameters directly in the HTML Composer using the Parameters canvas if they are needed. The new Parameters canvas provides for “Conditional Chaining,” which means controls may be populated with values based on one or more conditions, and with different data. A control may even be hidden based on a condition. Imagine

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if an application only requires a control be used under certain circumstances. The developer can make it either display or hide this control based on those circumstances. This is quite powerful. The new Parameters canvas also comes with the ability to pass parameters from one Web page to another, which can add great power and flexibility to your applications. In 7.6.9, there is greater flexibility in sorting the values in controls. They can be sorted by value or display value, and in ascending or descending order, per control. The 7.6.9 release also brings a few new features to the Google Maps area of the HTML Composer. Polygon-shaped selectors can be used on the map output to select all the markers within the drawn area. A right-click menu on the map allows selection of freehand drawing so users can draw a set of connected lines to enclose markers.

Screen 4

We also allow the creation on an “N-sided Polygon” and “Bullseye Charts” for marker selection.

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Also for Google Maps, we have added functionality for what we term “marker visibility.” By default, all the layer groups are visible on the map. To change the marker visibility, right-click on the map at runtime, and then select the layer name from the Layer menu of the context menu to uncheck the checkbox and hide the layer markers.

I have gone over only some of the new features in Compose Tools, but there are quite a few more. To get acquainted with them, I suggest you review the WebFOCUS New Features manual for the 7.6.9 release, and please feel free to contact me with any questions you may have.

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Release 7.6.9 Simplifies Embedding WebFOCUS Charts in PDF Reports

by Susan Trommer

A best practice when distributing reports with charts or images to users is to embed them in a PDF document. Why a PDF document? Because PDF documents created by WebFOCUS embed all charts and images within the PDF document, eliminating any end user environmental considerations for accessing the graphs and images. End user environmental considerations typically come into play when a user opens reports from an e-mail client, accesses a file from a Web site through a proxy server or downloads a file from an FTP server.

For WebFOCUS releases prior to Release 7.6.9, embedding a chart in an image file created by a WebFOCUS GRAPH FILE request into a PDF document is explained in the Creating Reports with WebFOCUS Manual, Chapter 25 on Creating a Graph Example Inserting a GIF Image Into a PDF Report. The following example shows the multi-step process of first issuing a GRAPH FILE request with ON GRAPH HOLD FORMAT GIF or SVG, and then a TABLE FILE request to embed the image into the PDF document using the WebFOCUS Styling IMAGE= reference to the image file.

SET GRAPHSERVURL= http://localhost/ibi_apps/IBIGraphServlet

GRAPH FILE CENTORD

SUM LINEPRICE

ACROSS PLANTLNG AS 'Plant'

ON GRAPH HOLD AS PLANT FORMAT GIF

END

TABLE FILE CENTORD

SUM LINEPRICE

BY PLANTLNG AS 'Plant'

ON TABLE SET STYLE *

TYPE=REPORT, IMAGE=plant.gif, POSITION=(4 0), SIZE=(5 3), $

ENDSTYLE

ON TABLE PCHOLD FORMAT PDF

END

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There is also a more complex example of creating a Compound Report, using the SET COMPOUND implementation, with three reports and two graphs in the ReportCaster Administrator Guide, Appendix C: “Distributing a Graph Image in a PDF Report.” The example is large, so I haven’t included it in this article.

The multi-step coding process is pretty straightforward for one or multiple GRAPH requests when the charts created by the GRAPH FILE exist each time the request is run. However, this multi-step coding process becomes complex when the same number of charts is not created each time the request is run due to varying selection criteria or the nature of the data. I’m sure there are many experienced WebFOCUS programmers who would rise to this coding challenge but I think we can all agree there needs to be an easier way.

The easier way is available in Release 7.6.9, using the WebFOCUS Graphics enhancement to issue a GRAPH FILE request and create a PDF document containing the charts in a single request. Even better, the PDF format option is available in Advanced Graph Assistant and InfoAssist, so developers and Managed Reporting users can use this feature. The information in this article is in the process of being added to the WebFOCUS documentation because this enhancement was a last-minute addition in Release 7.6.9.

Screen 1 is a screen shot of the Advanced Graph Assistant Chart Properties dialog Format selection, listing PDF/SVG and PDF/GIF format options. Screen 2 shows InfoAssist chart format options that include PDF format. When PDF/SVG is selected in Advanced Graph Assistant or PDF is selected in InfoAssist, the request code (FEX) creates the chart and PDF file in a single GRAPH FILE request and includes the heading and footing information.

Screen 1. ChartPropPDFSVG.bmp

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Screen 2. IAFormatPDF.bmp

When PDF/GIF is selected in Advanced Graph Assistant, the request code (FEX) created consists of the two-step process of first issuing a GRAPH FILE request to create and HOLD the chart to an image (.gif) file, and then a TABLE FILE request that uses WebFOCUS Styling IMAGE= command to incorporate the charts in the image (.gif) file into the PDF document.

However, the good news is that the two steps are created for you, including the code to incorporate multiple charts created by the GRAPH FILE request. What hasn’t changed is that the PDF/GIF option does not include the heading and footing information specified in the graph request. That’s because the first request (GRAPH FILE) to create the charts using ON GRAPH HOLD FORMAT GIF creates two files, which are an image file (.gif) containing the charts and an HTML file (.htm) containing the heading and/or footing information.

Although WebFOCUS supports both GIF and SVG image formats to be embedded into PDF, we recommend using the SVG format. It delivers “boardroom quality” graphics due to its ability to scale within the PDF. Whenever a PDF document is scaled (zoomed in/out), the SVG image is resized with it, without

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losing the quality of the image. PDF/GIF format will deliver low-quality results, but we left that format for backward compatibility.

I’m including in this article code examples for Release 7.6.9 Advanced Graph Assistant PDF/SVG and PDF/GIF format options. Both format options create ON GRAPH HOLD FORMAT PDF, but the code and processing for each is different. The example is a simple bar chart showing the number of copies for each movie category with separate charts for each movie rating.

Screen 3 shows the PDF/SVG chart result for the G movie rating. There are four additional charts in the PDF file for ratings NR, PG, PG13 and R.

Screen 3. Gcategory.bmp

Example: PDF/SVG

-*INTERNAL_PROPERTIES$fieldDisplayMode=label;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$enablePreview=true;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$prefixDisplayMode=;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$GlobalRecordLimit=500;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$SampleData=false;OBJECTID=GLOBAL

GRAPH FILE MOVIES

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-* Created by Advanced Graph Assistant

SUM MOVIES.MOVINFO.COPIES

BY MOVIES.MOVINFO.RATING

BY MOVIES.MOVINFO.CATEGORY

HEADING

"Movie Category by Rating"

FOOTING

"Created by Information Builders - WebFOCUS"

ON GRAPH PCHOLD FORMAT PDF

ON GRAPH SET HAXIS 8

ON GRAPH SET VAXIS 4

ON GRAPH SET UNITS INCHES

ON GRAPH SET LOOKGRAPH VBAR

ON GRAPH SET GRAPHDEFAULT OFF

ON GRAPH SET VZERO OFF

ON GRAPH SET HTMLENCODE ON

ON GRAPH SET GRMERGE ADVANCED

ON GRAPH SET GRMULTIGRAPH 1

ON GRAPH SET GRLEGEND 0

ON GRAPH SET GRXAXIS 1

ON GRAPH SET GRAPHSTYLE *

setTemplateFile("/images/tdg/template/IBISouthWestern.txt");

setReportParsingErrors(false);

setSelectionEnableMove(false);

setDepthRadius(5);

setTransparentBorderColor(getChartBackground(),true);

setTransparentBorderColor(getSeries(0),true);

setTransparentBorderColor(getSeries(1),true);

setTransparentBorderColor(getSeries(2),true);

setTransparentBorderColor(getSeries(3),true);

setTransparentBorderColor(getSeries(4),true);

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setTransparentBorderColor(getSeries(5),true);

setTransparentBorderColor(getSeries(6),true);

setTransparentBorderColor(getSeries(7),true);

setTransparentBorderColor(getSeries(8),true);

setTransparentBorderColor(getSeries(9),true);

setTransparentBorderColor(getSeries(10),true);

setPlace(true);

ENDSTYLE

ON GRAPH SET STYLE *

TYPE=HEADING, LINE=1, JUSTIFY=CENTER, $

TYPE=HEADING, LINE=1, ITEM=1, OBJECT=TEXT, SIZE=12, STYLE=BOLD+UNDERLINE, $

TYPE=FOOTING, LINE=1, JUSTIFY=CENTER, $

TYPE=FOOTING, LINE=1, ITEM=1, OBJECT=TEXT, SIZE=12, STYLE=ITALIC, $

ENDSTYLE

END

-RUN

Example: PDF/GIF. In addition to selecting the Format, the Custom Width chart property is edited to be value 630.

-*INTERNAL_PROPERTIES$fieldDisplayMode=label;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$enablePreview=true;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$prefixDisplayMode=;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$GlobalRecordLimit=500;OBJECTID=GLOBAL

-*INTERNAL_PROPERTIES$SampleData=false;OBJECTID=GLOBAL

GRAPH FILE MOVIES

-* Created by Advanced Graph Assistant

SUM MOVIES.MOVINFO.COPIES

BY MOVIES.MOVINFO.RATING

BY MOVIES.MOVINFO.CATEGORY

HEADING

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"Movie Category by Rating"

FOOTING

"Created by Information Builders - WebFOCUS"

""

ON GRAPH HOLD AS CHR1 FORMAT GIF

ON GRAPH SET GRAPHDEFAULT OFF

ON GRAPH SET VZERO OFF

ON GRAPH SET HTMLENCODE ON

ON GRAPH SET HAXIS 630

ON GRAPH SET VAXIS 405

ON GRAPH SET UNITS PIXELS

ON GRAPH SET LOOKGRAPH VBAR

ON GRAPH SET GRMERGE ADVANCED

ON GRAPH SET GRMULTIGRAPH 1

ON GRAPH SET GRLEGEND 0

ON GRAPH SET GRXAXIS 1

ON GRAPH SET GRAPHSTYLE *

setTemplateFile("/images/tdg/template/IBISouthWestern.txt");

setReportParsingErrors(false);

setSelectionEnableMove(false);

setDepthRadius(5);

setTransparentBorderColor(getChartBackground(),true);

setTransparentBorderColor(getSeries(0),true);

setTransparentBorderColor(getSeries(1),true);

setTransparentBorderColor(getSeries(2),true);

setTransparentBorderColor(getSeries(3),true);

setTransparentBorderColor(getSeries(4),true);

setTransparentBorderColor(getSeries(5),true);

setTransparentBorderColor(getSeries(6),true);

setTransparentBorderColor(getSeries(7),true);

setTransparentBorderColor(getSeries(8),true);

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setTransparentBorderColor(getSeries(9),true);

setTransparentBorderColor(getSeries(10),true);

setPlace(true);

ENDSTYLE

ON GRAPH SET STYLE *

TYPE=HEADING, LINE=1, JUSTIFY=CENTER, $

TYPE=HEADING, LINE=1, ITEM=1, OBJECT=TEXT, SIZE=12, STYLE=BOLD+UNDERLINE, $

TYPE=FOOTING, LINE=1, JUSTIFY=CENTER, $

TYPE=FOOTING, LINE=1, ITEM=1, OBJECT=TEXT, SIZE=12, STYLE=ITALIC, $

TYPE=FOOTING, LINE=2, JUSTIFY=CENTER, $

ENDSTYLE

END

TABLE FILE MOVIES

" "

SUM

COMPUTE CNTR/I4 = CNTR + 1; NOPRINT

COMPUTE CNTR2/A4 = IF &FOCGRAPHCNT EQ 1 THEN ' ' ELSE FTOA(CNTR - 1,'(F4)','A4'); NOPRINT

COMPUTE IMG/A16 = 'CHR1'||LJUST(4,CNTR2,'A4')|| '.gif';NOPRINT

BY MOVIES.MOVINFO.RATING NOPRINT

ON MOVIES.MOVINFO.RATING PAGE-BREAK

ON TABLE SET PAGE-NUM NOLEAD

ON TABLE PCHOLD FORMAT PDF

ON TABLE SET STYLE *

TYPE=REPORT, PAGE-LOCATION=OFF, $

type=HEADING, IMAGE=(IMG), position=(0 0), $

END

When scheduling WebFOCUS GRAPH FILE requests with ReportCaster, the charts can be distributed in a single PDF document or the individual charts can be burst when the GRAPH FILE request contains

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multiple BY fields with one of the BY fields used to create a multi-graph, as shown in Screen 2. In this InfoAssist screen shot, the RATING field is selected for the Multi-graph option within the Query. See the ReportCaster documentation for additional information on scheduling and distributing WebFOCUS charts and reports.

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Sneak Preview: WebFOCUS BI Portal by Matthew Lerner

The WebFOCUS Business Intelligence Portal, soon to be released with WebFOCUS 8, is our replacement of WebFOCUS Business Intelligence Dashboard. This major overhaul to the WebFOCUS User Interface will revolutionize your WebFOCUS experience. End users will have access to an attractive, modern AJAX-based portal. They will be able to customize it and perform actions such as rearranging content with mouse clicks. Content can be displayed in a simple panel, which is the equivalent of a launch block in Dashboard or in a more complex panel, such as a tabbed or accordion panel. These new containers allow you to provide more content in less space. Designing a view has been extremely simplified. There is no longer a separate entry point for building and using a view. Instead you enter the WebFOCUS BI Portal (Screen 1), at which point you get to see the view. If you want to edit it, just click “Settings” and you will be presented with a ribbon interface that is familiar to users of WebFOCUS InfoAssist. If you have the appropriate permissions, you can configure the view and perform functions such as adding and editing pages.

Screen 1 - WebFOCUS BI Portal

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The Layout tab of the ribbon makes it very easy-to-configure the view. The Navigation button gives you the ability to choose one of several locations for the tabs. In WebFOCUS Dashboard, the tabs are always on the top. In WebFOCUS BI Portal, they can be on the top, left, right or a combination of top and a side. In addition, you can now have sub-pages (Screen 2).

Screen 2

The Banner button lets you turn on up to four banner areas. A banner is an area that is visible no matter what page in the view you are looking at. In addition to the top banner supported by Dashboard, also available are left, right and bottom banners (Screen 3).

Screen 3

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Choosing from one of the prepackaged themes is as easy as using the Theme button. When you roll your mouse over one of themes you get a live preview of how the view would change if you were to apply a different theme. You will also be able to create your own themes. See Screen 4.

Screen 4

WebFOCUS BI Portal will be based on the new security architecture of WebFOCUS 8. Taking advantage of this, you will be able to design a single view that will display differently depending on who is logged in. Users will be able to see only the content to which they have access. And that is a quick preview of WebFOCUS BI Portal. The main thing to remember is that it will make it easier for you to design a beautiful business intelligence portal. It will provide you with a single point of entry to all WebFOCUS features with a common user interface. This includes InfoAssist, ReportCaster, BI Portal Design, and WebFOCUS Administration.

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Accessibility Design Considerations for WebFOCUS HTML Reporting

By Robert Baker

The purpose of this article is to outline a “best practices” approach to developing HTML reports in WebFOCUS that are compliant with Section 508 of the Disabilities Act, requiring that federal agencies’ electronic and information technology be accessible to people with disabilities. For HTML reports to be 508-compliant, they must be accessible to people who are blind, have low vision or have motor disabilities preventing them from relying on pointing devices such as a mouse.

WebFOCUS 508 Supported Products

• Business Intelligence Dashboard: No need for any specific development

• InfoAssist: HTML is currently the only 508-supported format.

• HTML Composer: The Composer creates 508-accessible pages, except for Active FLEX. The HTML page itself is 508-compliant, but making the report or graph content compliant depends on adhering to WebFOCUS Accessible functionality and 508 guidelines.

WebFOCUS 508 Non-Supported Features

• Accordion Reports

• Table of Contents (TOC)

• Webviewer (On-demand Paging)

• OLAP

• ACROSS

• HFREEZE

• ON sortfield PAGE-BREAK

• Financial Modeling Language (FML)

o OVER

• Charts and Graphs

o WebFOCUS Graphs are images with an HTML wrapper. There needs to be an ALT tag with information on what the chart or graph is displaying to meet accessibility standards. If a

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report has a chart and the report needs to be 508-compliant, there should also be a tabular report with the data the chart is summarizing.

Language Options Not Identified With Row Data

A screen-reader such as Freedom Scientific’s JAWS reads each data cell identified by either a row or column header. When reading across the table, JAWS reads the row header. When reading down, JAWS reads the row header for each cell. Row and column headers help insure that data tables can be understood.

It should be noted that the following WebFOCUS commands do not generate row header tags or <th>.

• SUB-TOTAL

• SUMMARIZE

• RECOMPUTE

• Data in HEADING, FOOTING, SUBHEAD and SUBFOOT are text elements with no direct association to the report data.

ALT Tag

The ALT tag is designed to be an alternative text description for non-text content and must be meaningful and understandable. The ALT tag might be required for the report to be 508-compliant. Examples of where ALT tag is required include images in the report, drill-downs and URL links.

The WebFOCUS tools that have the ALT tag option are Report Painter and HTML Composer.

SUMMARY Attribute

A WebFOCUS StyleSheet supports a SUMMARY attribute for reports and graphs. This attribute maps to the HTML <TABLE SUMMARY> tag in the HTML report output. A description of the report or graph is placed into a summary object inside the HTML table in the source code. The StyleSheet syntax:

SUMMARY='description',$

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Including a description of a report or graph supports accessibility.

Design Considerations

One factor to consider when developing reports is the ability for screen readers such as JAWS to interpret the report properly. Screen readers will read a page from left to right and top to bottom. This paradigm encourages the developer to design a report in a row- or column-based format. Headings and footings in a report are not a problem for JAWS when designed in row and column format.

HTML Reports: Pagination

A workaround might be possible to remedy a report requirement that uses an unsupported WebFOCUS feature and still be 508-compliant. Below is a report with a PAGE-BREAK on Country that is not 508-compliant because the 508 mode is not enabled.

Figure 1

TABLE FILE CENTORD

SUM

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'CENTORD.PINFO.QUANTITY' AS ''

'CENTORD.PINFO.LINEPRICE' AS ''

BY 'CENTORD.OINFO.PLANTLNG' NOPRINT

BY 'CENTORD.INVSEG.PRODCAT' AS ''

ON CENTORD.OINFO.PLANTLNG SUBTOTAL AS 'Total for: '

ON CENTORD.OINFO.PLANTLNG PAGE-BREAK

HEADING

"Accessibility Report Demo"

" "

"Product Category<+0 Quantity<+0 Line Price"

FOOTING

"Example of FOOTING"

" "

ON TABLE SET PAGE-NUM OFF

ON TABLE PCHOLD FORMAT HTML

END

Here is the same report with 508 mode enabled. Notice the PAGE-BREAK is ignored and the column titles are not aligned.

Page 26: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

Figure 2

TABLE FILE CENTORD

SUM

'CENTORD.PINFO.QUANTITY' AS ''

'CENTORD.PINFO.LINEPRICE' AS ''

BY 'CENTORD.OINFO.PLANTLNG' NOPRINT

BY 'CENTORD.INVSEG.PRODCAT' AS ''

ON CENTORD.OINFO.PLANTLNG SUBTOTAL AS 'Total for: '

ON CENTORD.OINFO.PLANTLNG PAGE-BREAK

HEADING

"Accessibility Report Demo"

" "

"Product Category<+0 Quantity<+0 Line Price"

Page 27: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

FOOTING

"Example of FOOTING"

" "

ON TABLE SET ACCESSIBLE '508'

END

One solution to “group” the information is to use the ON sortfield SUBHEAD/SUBFOOT sort option. Below is a report with 508 mode enabled using a SUBHEAD and SUBFOOT on Country.

Figure 3

TABLE FILE CENTORD

SUM

Page 28: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

'CENTORD.PINFO.QUANTITY' AS ''

'CENTORD.PINFO.LINEPRICE' AS ''

BY 'CENTORD.OINFO.PLANTLNG' NOPRINT

BY 'CENTORD.INVSEG.PRODCAT' AS ''

ON CENTORD.OINFO.PLANTLNG SUBTOTAL AS 'Total for: '

ON CENTORD.OINFO.PLANTLNG SUBHEAD

"Accessibility Report Demo"

" "

"Product Category<+0 Quantity<+0 Line Price"

ON CENTORD.OINFO.PLANTLNG SUBFOOT

" "

"Example of SUBFOOT"

" "

" "

ON TABLE SET ACCESSIBLE '508'

END

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Figure 4

With the above workaround, the requirement for pagination in the report has been met and it is also 508-compliant.

Look for more articles on WebFOCUS development and accessibility in future newsletter issues.

Page 30: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

Gantt Chart Can’t Be Done, or Can It

By Vicky Lozovsky When I took on the role of Product Manager responsible for WebFOCUS Graphics, one of the first rules I learned from my predecessor is that Information Builders does not (and will not) support Gantt charts. Although Information Builders attempted to implement a Gantt chart as a unique chart type many years ago, the project quickly came to a halt when the development team realized that creating a Gantt chart requires a highly specific data structure that must be created purposefully and cannot be expected to exist “in the wild” in general business data sources. In addition, this chart type would require an extremely robust user interface to allow creating a useful Gantt chart with abilities to encode additional information such as priorities, milestones, and dependencies between tasks or projects. It wasn’t until three years later that I broke the rule. What is a Gantt chart? It is a type of bar chart (usually a horizontal bar) used primarily for planning and scheduling purposes because it shows activity progress based on time. Although you may find several variations of Gantt charts, one attribute they have in common is they show sort categories (tasks, projects, people, etc.) on the vertical axis and time scale on the horizontal axis. The bars themselves illustrate the length of a particular task or project where the two ends of the bar represent the start and completion dates (See Figure 1). You can find a good example of a Gantt chart in your Microsoft Outlook application when scheduling group meetings. After adding all the attendees and going to the “Scheduling” section, you’ll see the floating horizontal bars next to the names, which usually indicate a time blocked for a task. The left end indicates the beginning time and the right end indicates the ending time. The idea is to give you a quick snapshot of timelines across several categories so that you have a sense of an overall picture. Using WebFOCUS, how can it be done? With creative thinking and clever graphing techniques. First, you must understand this is a horizontal chart type where the vertical axis (sort dimensions) is a X-Axis and horizontal axis (time-scale) a Y-Axis. Identifying the axis helps you comprehend the “orientation” of the data and also map out chart elements such as axis labels and titles. The second technique is to create floating bars on the chart. If you are familiar with a regular side-by-side bar chart, the risers are always drawn next to each other and always “touching” the floor of the graph, so this chart type can’t be used in this example. What you can do is use an absolute line chart and visualize the data points as bars instead of markers with connecting lines. To complete the Gantt look, you can fill the first series with white color to create the floating bars. These steps are outlined in Figures 2 through 4 and can be used to build a basic Gantt chart directly in Advanced Graph Assistant. If your reporting needs require a more complex Gantt chart than what is presented in this article, Information Builders recommends using Project Management tools such as Microsoft Project.

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Figure 1. Gantt chart

Figure 2. Horizontal absolute line chart

Page 32: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

Figure 3. Horizontal absolute line chart visualized as bars instead of markers

Figure 4. Horizontal absolute line chart visualized as bars and first series is filled with white color

Page 33: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

Free Copies of WebFOCUS RStat Available

WebFOCUS RStat, Information Builders’ innovative and robust predictive modeling solution, is now available at no additional charge when you purchase a standard Developer Studio license. Analysts can leverage WebFOCUS RStat to efficiently develop and test comprehensive models and scoring solutions locally within the Developer Studio environment, at no cost. Business intelligence developers can then use these models to build and deploy WebFOCUS scoring applications on any platform (maintenance charges will apply). This approach eliminates the need to work with multiple tools or platforms.

With WebFOCUS RStat, users can view core business activities from both a historical and a future perspective. By seamlessly combining business intelligence (BI) and data mining into a single, fully integrated environment, WebFOCUS RStat makes it faster, easier, and more cost-efficient for companies to build and deploy predictive models as intuitive scoring applications. So business users no longer have to rely on guesswork, luck, or gut instinct, and can instead make precise, informed decisions based on accurate, validated predictions and forecasts.

Because WebFOCUS RStat provides a single platform for BI, data modeling, and scoring, it frees analysts and statisticians from the cumbersome, time-consuming task of extracting and querying data. It also reduces costs, simplifies administration, and minimizes burden on IT teams by eliminating the need to purchase and maintain multiple tools.

WebFOCUS RStat predictive modeling data visualization

With WebFOCUS RStat, BI developers and data miners can rapidly and efficiently create complete modeling and scoring applications with:

Page 34: WebFOCUS Open Portal Services OverviewWebFOCUS Open Portal Services Overview by Gil Rodriguez WebFOCUS Open Portal Services has become a widely used product component as many organizations

• A single tool that is fully integrated with Developer Studio and WebFOCUS Reporting Servers • Direct access to over 300 data sources • Comprehensive data exploration, descriptive statistics, and interactive graphs • In-depth data visualization and transformation • Hypothesis testing, clustering, and correlation analysis • The ability to build and export models for prediction and classification • Comprehensive model evaluation • Seamless incorporation of scoring routines into WebFOCUS reports


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