Web Intelligence Ad Hoc Training

Ad Hoc Training Exercises

Date: 09/20/2018

NGA Human Resources Page 1 of 19

Web Intelligence Ad Hoc Training

TABLE OF CONTENTSTable of Contents.................................................................................................................... 2

1 Exercise 1 – Create Web Intelligence Report...........................................................3

Create Basic Web Intelligence Report.........................................................................3

Order Columns.............................................................................................................5

Sorting & Filtering.........................................................................................................5

Creating Formulas & Variables.....................................................................................6

2 Exercise 2 – Formatting.............................................................................................8

Formatting....................................................................................................................8

Sections & Breaks........................................................................................................8

Multiple Tabs.................................................................................................................9

Saving & Sharing Report............................................................................................10

3 Exercise 3 – Conditional Formatting/Ranking.......................................................11

Conditional Formatting................................................................................................11

Ranking......................................................................................................................12

Query Filter with User Prompt....................................................................................13

4 Exercise 4 – Input Controls.....................................................................................15

Input Controls.............................................................................................................15

5 Exercise 5 – Multiple Queries/Combined Queries.................................................16

Add Multiple Queries..................................................................................................16

Merging of Dimensions...............................................................................................18

Combined Queries & Custom SQL............................................................................19

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1 EXERCISE 1 – CREATE WEB INTELLIGENCE REPORT

Create Basic Web Intelligence ReportSTEPS:

Step Description Element1. Create a Basic WebI Query based on a universe

1.1 Log in to BI Launchpad from People First portal

Log into People First Portal.

People First UAT: https://sofeccuat.ngahrhosting.com/peoplefirst

Click on the Reports tile.

Under Resources, select Ad Hoc Reporting.

1.2 Launch WebI Applications -> Web Intelligence or click on the WebI icon in the applications bar on the right-side of the screen

1.3 Create new query

Click the “New” query icon on the toolbar

1.4 Select Universe as data source

Select “Universe” as the data source for your new query

1.5 Select Ad Hoc Universe

Select “Adhoc Universe.unx” universe.

1.6 Select class objects

Drag the following objects to the Result Objects panel:

(Warning: Double clicking on folder adds all fields to Result Objects)

Folder: Dwsof All Active >> Dwsof All Active Agency Code Agency Name Appt ID Class Code Class Title Class Assign Date State Hire Date Agency Hire Date Appt FTE Base Pay Amt

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Step Description Element Org Code Appt Date FLAIR Org code Last Name First Name Middle Name Employee Group Code Employee Sub Group Code Pay Cycle Code Org Name Pos Num

Folder: Dwsof All Active >> Position Active Budget Entity Code SPC Code1

1.7 Add Objects to the Query Filters panel with values

Add the following objects to the Query Filters panel:

Folder: Dwsof All Active >> Dwsof All Active

Hover over the objects and it will tell you the folder and dimension name

Object Operator ValuesEmployee Type

In List [Enter your own Employee Type] example - 1;2

Agency Code

In List [Enter your own Agency Code] example - 2100;2200

Class Code In List [Enter your own Class Code] example - 5109;5909;6900;6901

Employee Types:1 = Included2 = Excluded

1.8 Execute the query

Click on the “Run Query” button (Top-right of screen)

Order ColumnsStep Description Element2. Ordering Columns

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Step Description Element

2.1 Move Column Single click on the Column and drag next to a column will move the original to a new location on the report.Move Columns to Order:

Agency Code Agency Name Org Code Org Name Class Code Class Title

2.2 Swap Column Click on column and drag over the top of another column will swap the data.Swap Columns:

Appt ID – Appt Date State Hire Date – Agency Hire Date Base Pay Amt – Pay Cycle

2.3 Deleting Columns Delete a column by clicking the column (data) and right click, select delete.Delete columns:

Appt FTE Pay Cycle

2.4 Adding Columns Add a column from the Available Objects drag to the desired location on the report:

Pay Cycle Appt FTE

2.5 Save Report.Click the Save button and navigate to the My Favorites folder and Save.

Sorting & FilteringStep Description Element3. Sorting and Filtering

3.1 Open Report from Previous Exercise3.1 Sorting Select column and set sort

Employee Group (ascending)Employee Subgroup (ascending)Last Name (ascending)State Hire Date (descending)

3.2 Add Filters Select column and set filter:Class Code: filter by values ‘5901’ and ‘5909’

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(Use Class Codes for your agency – as some agencies will not have these class codes)

Creating Formulas & VariablesStep Description Element4. Formulas & Variables

Create Formula4.1 Create Formula Click on the Base Pay Amt column (data) and click

the formula button4.2 Formula In the Formula Editor window create formula.

[Base Pay Amt] *12 or 26 depending on your agency’s pay cycle

4.3 Validate Formula Click the green check mark on the right-side of the formula box to validate the formula. If correct click ok.

Create Variable4.4 New Variable In the Available Objects pane on the left, right-click

variables -> New

4.5 Name Variable Yearly Salary4.6 Change Qualification

Select “Measure” in the Qualification Dropdown

4.7 Create Formula Double click [Base Pay Amt] from the “Available Objects window. Select the multiplication operator from the “Operators” window. Multiply by 12 or 26.

=[Base Pay Amt]*12 or *26 depending on your agency’s pay cycle

4.8 Validate Formula Click the green check mark to the right of the formula pane to validate the formula. If correct click ok to close the variable screen

4.9 Add Variable to Report

Drag the Variable “Yearly Salary” to the report. Place next to “Base Pay Amt”

4.10 Save Report.Click the Save button.

2 EXERCISE 2 – FORMATTING

FormattingStep Description Element

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1. Formatting

1.1 Rename Report Right click on the Report tab and select “Rename Report”. Enter

Rename to “Formatted Report”

1.2 Format Date columns

Format Date columns to long date Month, Day, Year (e.g., September 11, 1974). Select date column(s), right click and select “Format Number”. Select Date/Time and click long date

1.3 Format Currency columns

Format Currency columns.

Sections & BreaksStep Description Element

2. Sections & Breaks

2.1 Create a Section Create a Section on the “Org Name” column.Right click on the Org Name column (data) and select Set as Section

2.2 Create Break Create a Break on the “Employee Group” column. Select the Employee Group column, navigate to the Analysis tab, Display subtab, and select “Break”

Apply Break on Employee Subgroup2.3 Set Total currency columns

Select the Yearly Salary column, navigate to the Analysis tab, Functions subtab. Select Sum function.

Select the Base Pay Amt column and add Total (sum function)

2.4 Set Outline Set the Outline to quickly collapse different levels of data.

Navigate to the Analysis tab, Interact subtab. Select Outline.

2.5 Collapse Outline Notice there are several “layers” in the Outline available. Located in the bottom left corner of

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Step Description ElementWindow.

Collapse Level 1. Observe Results. Un-collapse Level 1.

Collapse Level 2. Observe Results. Un-collapse Level 2.

2.6 Turn off Outline mode

Navigate to the Analysis tab, Interact subtab. De-select Outline.

2.7 Save Report

Multiple TabsStep Description Element

3. Multiple Tabs

3.1 Add duplicate Report

Create duplicate report by Right clicking on the report tab at the bottom of the window. Select “Duplicate Report”.

3.2 Rename new tab Rename the new report tab “Employees by Agency and Class Code”

3.3 Edit Filter Right click on the Class Code column (data), and select Filter, Edit Filter.

Change the values in the filter to “5901; 6901”

(Use class codes for your agency – as some agencies will not have positions for these classes)

3.4 Apply other desired formats

Find other desired formats and update the new report tab.

Format Fonts, Cells, Numbers. Add Sums or Counts Change Breaks/Sections if desired.

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Saving & Sharing ReportStep Description Element

4. Saving & Sharing

4.1 Save Report Click on the Save drop down window. Select Save As…

4.2 Create new folder in My Favorites location

Click the “New Folder” button.

Name the new folder “Ad Hoc Training - <your initials>

4.3 Save Report to the new folder

Create a name for the report. Save to the “Ad Hoc Training - your initials>” folder.

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3 EXERCISE 3 – CONDITIONAL FORMATTING/RANKING

Conditional FormattingStep Description Element

1. Conditional Formatting

1.1 Create New Conditional Format

Select the “Base Pay Amt” column (data). Select the Analysis tab, Conditional subtab and click “New Rule”

1.2 Conditional Format rule

Create Conditional Format to Highlight and Bold “Base Salary Amt” cells greater than $3,000 per pay cycle.

1.3 Add name and description to Conditional Format

Name: “High Salaries”

Description: Base Salaries exceeding $3,0001.4 Add Condition Select “Base Pay Amt” object in the Filter object or

cell1.5 Operator Select “Greater Than or Equal To” operator

1.6 Operand Type the value for Operand.

Example 100001.7 Format Set the type of cell format desired.

Click the Format button.

Format example: Text = Red, Font Style = Bold, Background = Yellow

1.8 Review Conditional Format

Click Ok and review the Conditional Format

1.9 Create new Conditional Format

Create new Conditional format.

Base Pay Amt – Less Than or Equal To “4000”1.10 Save Report

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RankingStep Description Element

2. Ranking

2.1 Create Duplicate Report

Right click the Report Tab and select “Duplicate Report”

2.2 Create Ranking Select the Analysis Tab, Filters subtab. Click the “Ranking Button” button.

Note – Rankings are only applied to measures2.3 Set Rank of Top 3 Yearly Salaries

Select the Top 2.

Based on: Yearly Salary

2.4 Review Ranking Results

Click OK and review results now filtered.

2.5 Add Bottom 3 Yearly Salaries

Edit Ranking, add Bottom 3 Yearly Salaries

2.6 Review results

2.7 Remove Rank Analysis Tab > Filter subtab

Click drop down arrow next to “Ranking” button

Select “Remove Ranking”2.8 Save Report

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Query Filter with User PromptStep Description Element

3. Query Filter – User Prompt

3.1 Edit Data Provider Click the Edit Data Provider button.

3.2 Locate Query Filters panel

In the Query Filters panel, locate Agency Code filter

3.3 Define Filter Type Select the “Define Filter Type” Button

3.4 Set to Prompt Select the “Prompt” value as Filter Type

3.5 Show Prompt properties

Select the “Show Prompt Properties” button

3.6 Set Prompt Properties

Set Prompt Text (i.e. what will be displayed to users).

Set checkbox for “Prompt with List of Values” and “Select only from List”

Uncheck “Keep last value(s) selected” and “Optional Prompt”

3.7 Default Values Determine if Default value should be selected automatically

3.8 Run Query Click OK, then Run Query

3.9 Review Agency Code Prompt

The Prompt window is displayed.

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Step Description Element3.10 Select Agency Code

Select which Agency Code to execute the report

3.11 Review Report Click OK to execute report with selected Agency Code prompt

3.12 Save Report

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4 EXERCISE 4 – INPUT CONTROLS

Input ControlsStep Description Element1.1 Open Report from Previous Exercise1.2 Locate Input Controls button

Click on the Input Controls button on the Left Panel or under the Analysis Tab, Filters subtab.

1.3 Select Org Name Select the Org Name object from the list of available objects

1.4 Pick Selection Type Select the List Box from the Multiple Selection block,

1.5 Set to Input Control Parameters

Name: Org Name

List of Values: From Report

Filter Option: In List

Number of Lines 101.6 Assign Input Control Level

Assign Input Control to the “Entire document”

1.7 Finish Click Finish1.8 Review Input Controls

Review input control options located on Left Panel

1.9 Select Org Name Select a few Org Names from the Input Controls list.

Selection will depend on the associated Org Names

2.0 Review Report Review how the Input Controls change the data displayed on the report. Notice that the report is automatically filtered by the Org Names selected.

2.1 Save Report

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5 EXERCISE 5 – MULTIPLE QUERIES/COMBINED QUERIES

Add Multiple QueriesStep Description Element

1. Multiple Queries

1.1 Create New WebI Click on the New icon in the WebI window.

1.2 Select the Universe Select the Adhoc Universe.

1.3 Add Class Objects Add the following Class Objects to the Query Results panel.

Folder: Dwsof All Active >> Position Active Agency Code Agency Name Class Code Class Title Employee Type FLAIR Org Code FLSA Work Week Org Code Pay Plan Pos Num Vacancy Ind

Folder: Dwsof All Active >> Dwsof All Active Appt ID Full Name

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Step Description Element1.4 Add the following Query Filters

Drag the following Class Objects to the Query Filters panel:

Folder: Position ActiveObject Operator ValueAgency Code In List [Enter your

own Agency Code] example - 2100;2200

Employee Type

Equal To [Enter a valid Employee Type for your agency] example – 1

FLSA Work Week

In List [Enter a valid FLSA Work Week for the Employee Type selected]example – 40 would be valid for Employee Type 1)

Pay Plan In list [Enter a valid Pay Plan for the Employee Type selected] example - 01

Employee Types:1 = Included2 = Excluded4 = Included – OPS5 = Excluded - OPS

1.5 Run Query Click the Run Query Button

1.6 Review Results Note: If you receive a message indicating, “No Data to Retrieve in Query” you will need to review and update your Query Filters. There may be an invalid combination (e.g., Employee Type and FLSA Work Week) in your Query Filters.

1.7 Select Data Provider Click the Edit Data Provider button.1.8 Duplicate Query 1 Right click on the “Query 1” Tab at the bottom of the

Query Panel. Select Duplicate1.9 Rename Queries Right click “Query 1” tab and Rename to “Employee

Type - 1”

Right click “Query 1 (1)” tab and Rename to “Employee Type - 4”

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Step Description Element1.10 Change Query Filter in new Query

Select the “Employee Type – 4” Query Tab

Change the Query Filter for Employee Type – Equal to 4 (Employee Type 4 is “Included – OPS”)

Remove the Query Filter for Pay Plan or change the filter option from “In List” to “Not in List”

1.11 Run Query Click the Run Queries Button

1.12 Insert new data Select the option to “Insert a table in a new report”. This option will create a new tab in the document.

Options: Insert a table in a new report Insert a table on current report Include the results in the document without

generating a table.1.13 Rename Report Tabs

Rename “Report 1” Tab to “Employee Type 1”

Rename “Report 2” Tab to “Employee Type 4”

1.14 Save Report

Merging of DimensionsStep Description Element

2. Merge Dimensions

2.1 Observe objects in “Available Objects” window.

Click on the Available Objects button to see objects from both “Employee Type – 1” and “Employee Type – 4” Query.

2.2 Arrange by Query At the bottom of the Available Objects window, select the “Arrange by Query” option

2.3 Merged Dimensions Merge the following dimensions:

Click “Appt ID” (Employee Type – 1) and

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Ctrl+Click “Appt ID” (Employee Type – 4) and release Ctrl, Right Click and select Merge.

Click “Employee Type” (Employee Type – 1) and Ctrl+Click “Employee Type” (Employee Type – 4) and release Ctrl, Right Click and select Merge.

Continue merging the following dimensions:Class CodeFull NameAgency CodeAgency NameOrg CodePos Num

2.4 Add new Tab Right click on a Tab, and select “Add Report”

2.5 Drag Merged Dimensions to New Report

Drag and Drop Merged Dimensions onto new Reports.

2.6 Observe Report with data from both Queries

Data from both the Employee Type – 2 and Employee Type – 4 Queries are now displayed in a single table.

2.7 Save Report

Combined Queries & Custom SQLStep Description Element

3. Combined Queries

3.1 Review Combined Queries

Click the Edit Data Providers button

3.2 Create Combined Query

Select the Combined Queries button

3.3 View new Query panel

View the new Query Panel that opens under the Ad Hoc Universe. Union of Combined Query 1 and Combined Query 2 created. Double click the word Union to toggle through Union, Intersect, and Minus combined query type. Select Union for this example.

Combined Query 1 – has original query filters.

Combined Query 2 – no query filters yet.

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Step Description Element3.4 Add Query Filters Add Query filters to Combined Query 2.

Select Combined Query 2 and add Query FiltersObject Operator ValueAgency Code In List [Enter your own

Agency Code] example - 2100;2200

Employee Type

Equal To [Enter a valid Employee Type for your agency] example - 1

FLSA Work Week

In List [Enter a valid FLSA Work Week for your agency and the Employee Type selected] example - 40

Pay Plan Not in list [Enter a valid Pay Plan for your agency] example - 08

3.5 Run Query Click the Run Queries Button

3.6 Observe changes to Data.

Click on the first tab of the document. Observe where new data is added to the report. There are now Employee Types with the value 1.

3.7 Save Report

Custom SQL

3.8 View Custom SQL To view the SQL statement created for the report, click the Edit Data Provider button.

3.9 View Script Button Click the View Script button at the top menu bar of the Query Panel

3.10 Observe SQL Statement

Can view the standard SQL statement generated from the drag and drop of objects onto the Query Panel from the Universe.

If you have SQL experience, you can select “Use custom query script radio button to create a custom SQL statement.

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