Prerequisite for this class: UConn Intro WebFOCUS …kfdm.uconn.edu/training/KFDM Basics Final.pdf · KFDM InfoAssist Basics Page 1 12/19/2012 (A.L.Bennett) Prerequisite for this

KFDM InfoAssist Basics Page 1 12/19/2012 (A.L.Bennett)

Prerequisite for this class: UConn Intro WebFOCUS video.

Understanding how the Kuali Financial Data Mart (KFDM) works

WebFOCUS – software used to access data

Software on a server

InfoAssist is used to create reports

KFDM - a datamart (data warehouse)

KFDM.uconn.edu

Houses KFS financial data

Source systems –where the data comes from

KFS data

Genesys (coming soon)

How do you get to the data?

Webpage

o bi.uconn.edu

o WebFOCUS Dashboard

o Domain trees

Standard Financial Reports

Others that you have been given access to

Browser

o Internet Explorer (IE)

Version 8

Chrome

Computer operation system

o MS System 7

o XP

o Vista

Logon to WebFOCUS Dashboard

o Using your NetID/password

KFDM

Future

Data Marts

WebFOCUS Server

KFS

Source

Data

The following links can be found on the KFDM

homepage, KFDM.uconn.edu

Supported Browser

IE Browser Settings

WebFOCUS Login

http://kfdm.uconn.edu/

https://bi.uconn.edu/

http://kfdm.uconn.edu/

http://kfdm.uconn.edu/docs/WebFocus%20Browsers.pdf

http://kfdm.uconn.edu/docs/WebFOCUS%20Internet%20Explorer%20Browser%20Settings.pdfhttp:/kfdm.uconn.edu/docs/WebFOCUS%20Internet%20Explorer%20Browser%20Settings.pdf

https://bi.uconn.edu/


What is in the datamart? A collection of data tables is found in the datamart.

This is how the reports will appear in WebFOCUS.

This is the GL Transaction Star


KFDM Stars

GL Transaction Star - This table contains detailed transactional information from the General

Ledger in KFS along with additional Account, Award, Object, Organization, Project, Sub-

Account & Sub-Object configuration information.

Note – This table is based off of general ledger transactions, so it will only have detail for

organizations or accounts that have had transactions. In KFS, Budget Adjustments, Actuals and

Encumbrances all generate transactions.

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What is WebFOCUS? What is InfoAssist?

WebFOCUS software is used to view reports. WebFOCUS InfoAssist is used to create reports.

You will need an InfoAssist account to create reports.

How do I access the WebFOCUS environment?

1. Logon to the URL, bi.uconn.edu

2. Enter your NetID and Password

3. Click the Login link

4. You are brought to the WebFOCUS Business Intelligence Dashboard

GL Transaction Star

Table

http://kfdm.uconn.edu/docs/GL%20Transaction%20Star%20-%20User%20Friendly.pdf


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WebFOCUS Dashboard overview

Dashboard Banner: Logos, links to access various functions and images can be found here.

Domain Tree: Contains the domains you have access to

Content Area: This area can be set up to display your reports, links and more.

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Taking a closer look at the Domain Tree

Domain Panel

Dashboard Banner

Content Area


Taking a closer look at the Domain Components / Folders / Subfolders

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Standard Reports: Contains reports that are created for you to run without modifications (no

changes no copying).

Selecting the Standard Report will open (run) the report.

When you right-click the report, you will be presented with a drop down menu. Depending

upon how the report was developed will depend upon what you see in the drop down menu.

Some examples follow:

You will only see the domains you have been given

access to

If you Personalize your domain tree, using the banner

option Personalize, you will only see the domains you

have placed in the Favorite Domains column

Each Domain contains 4 folders

o Standard Reports

o Reporting Objects

o My Reports

o Shared Reports

These folders can have subfolders

Standard Reports: Contains reports that are created for you

to run without modifications (not changes no copying).

Reporting Objects: Contains view (template) of data created

for you to build your own custom procedures.

My Reports: This is where reports you have created will be

found (repository)

Shared Reports: You will place a report here that you want

to share with another user (repository).


Standard Reports

Options Function

Run This procedure is executed immediately while you wait for the output

to be generated.

It can be displayed either in the Content Area or in a new browser

window.

A left-click on the report will automatically execute this option.

Run Deferred Allows you to submit the processing of the report to run in the

background while you continue to use other Dashboard tasks.

Clicking the Deferred Status link on the banner lets you view the output

when you are ready.

Schedule Schedule the procedure for distribution with ReportCaster.

Add to Favorites Save an item in your Favorites list for easy execution at a later time

Access to Favorites is available as a link on the banner

Properties View the object’s properties

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Reporting Objects: Contains view (template) of data created for you to build your own custom

procedures.

Reporting objects will bring you into the InfoAssist reporting environment; specifically to a

template. Reporting objects enable you to build effective reports quickly and easily without

dealing with the complexities of a database.

The following examples reflect the drop menus you will received with a right-click on a report

in the Reporting Objects > General Ledger folder

From the Standard Report folder, you will NOT be able to open InfoAssist.


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My Reports: This is where reports you have created will be found (repository)

The following examples reflect the drop menus you will received with a right-click on the

Custom Reports folder under the My Reports folder.

Select GL Transaction

You will NOT be able to go beyond the data boundary limitations in the reporting

object.

You will NOT be able to join data files.

Standard Financial Reports >

My Reports folder >

Custom reports >

Right mouse click >

InfoAssist >

Build a Report >

The GL-Transaction includes all of the VW and VIEW listed


GL Transaction Star Table


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WebFOCUS InfoAssist Environment

Application Main

Menu

Displays open, save, run and other options in a pop-up window when you

select the IA button.

Quick Access

Toolbar

Displays the most commonly used functions in a toolbar that is always

visible.

Control Panel Displays property controls using highly visible icons that are grouped

logically by functionality within each tab of the Control Panel. Tabs include

Home, Insert, Format, Data, Slicers, Layout, View, Field, and Series (charts

only).

Resources Panel Displays the fields from the selected data source in the Data pane. Also

displays the Query Design pane below the Data pane except in Query


Design view

Results Panel

Displays the Query Design pane, Layout Canvas, or Output window. The

Query Design pane is displayed when you select Query Design view. The

Layout Canvas is displayed in Interactive mode when you create or modify

a report. The Output window is displayed when you execute a report.

Navigation

Taskbar

Displays groups and icons to provide different views and quick access to all

active reports and report output.

Status Bar

Displays the status of the last selected action, the name of the current report,

an output format button that shows the selected format, and an output target

button that shows the selected option for displaying new output windows or

tabs.

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Quick Access Toolbar – A closer look

Main Menu

Create a new report, chart or

document

Open exiting item

Save

Undo Redo

View Code

Run

KFDM InfoAssist Basics Page 12

12/19/2012 (A.L.Bennett)

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Control Panel

The Control Panel provides a logical view of groups. All property controls and option can be

found in one location.

Property controls and options are grouped by functionality. This is done using a set of tabs

located at the top of the Control Panel. Each tab provides a collection of related groups

containing icons /buttons.

The tabs include:

Home (default)

Insert

Format

Data

Slicers

Layout

View

Field

When selected, the tab will open a different view of the Control Panel. You control some

properties just by clicking the icon/button, while others have drop-down menus for selecting

options. Some options open dialog boxes that provide additional property controls. Let’s check

these out.

Home tab with Report selected

This is default; what you will see when you open WebFOCUS InfoAssist.


12/19/2012 (A.L.Bennett)

Format tab The Format tab provides different options for selecting output. In the following example, note

the Destination has Chart selected and there is a Chart Types group.

If Report was selected you would have Output types, Destination, Navigation and Features

groups. See following.

Data tab

The Data tab provides access to data manipulation and data display properties and option. Note

the Calculation, Join, Filter and Data Source groups.

Slicers tab The Slicers tab provides the ability to create and edit slicers. Slicers are a way to quickly filter

data. The groups are Options, Record Limit and Group1…


12/19/2012 (A.L.Bennett)

Layout tab

The Layout tab provides access to page display and layout options. The Layout groups are

Page Setup and Reports groups. When in Document view you will have only the Page Setup

group.

View tab The View tab provides access to report design viewing properties and options. The groups are

Design, Show/Hide, Data Panel, Query Panel, Output Window and Report.

Field tab

The Field tab appears in the Control Panel when you select a data source field in the Query

Design pane or Layout Canvas.

See the following example of the field tab in the Query design pane

select Home > Report > Query

added a data element to the Query design pane and

click on the data element you just added (example: FYEAR)


12/19/2012 (A.L.Bennett)

See the following example of the field tab in the Layout Canvas

select Home > Interactive Design View

added a data element to the Query pane (or drag and drop to content pane)

select the data element (example: Fiscal Quarter)

Series tab

The Series tab will only appear when you are working with Charts. It provides access to the

chart properties and options. The group includes Select, Properties, Line and Pie.


12/19/2012 (A.L.Bennett)

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The Home Tab Design Panel

Interactive Design Query Design Document Design

Home Tab / Interactive

Search the WebFOCUS Help facility for detail information.

WebFOCUS online Help > InfoAssist > Using the InfoAssist Application Window


12/19/2012 (A.L.Bennett)

The status bar when in Interactive

Home Tab / Query

The status bar when in Query

Home Tab /Document

You will NOT be able to return to the Query or Interactive view once in Document

view.


view.


view.


12/19/2012 (A.L.Bennett)

The status bar when in Document

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A closer look……

Interactive > View Tab > Data Panel

Data Source views

In the Data Pane, the data source field can be displayed three ways.

1. Logical

2. List

3. Structured


12/19/2012 (A.L.Bennett)

Interactive > View Tab > Query Panel

Data Source views

In the Query Pane, the data source field can be displayed three ways.

1. Areas 2x2

2. Areas 1x4

3. Tree

Areas 2x2 Areas 1x4 Tree

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12/19/2012 (A.L.Bennett)

Changing User Preferences Quick Reference InfoAssist User Preferences

This document helps you change your WebFOCUS InfoAssist preferences. There are

recommended changes in it.

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KFDM Quick Reference Guides KFS Screens KFS Balance Inquiry Tips Organization Lookup

InfoAssist Sharing Reports

InfoAssist Stuck?

InfoAssist User Preferences

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http://kfdm.uconn.edu/docs/QR%20User%20Preferences%20Options.pdf

http://kfdm.uconn.edu/docs/QR%20Balance%20Inquiry%20Tips.pdf

https://kfs.uconn.edu/kfs-prd/portal.do?channelTitle=Organization&channelUrl=kr/lookup.do?methodToCall=start&businessObjectClassName=org.kuali.kfs.coa.businessobject.Organization&docFormKey=88888888&returnLocation=https://kfs.uconn.edu/kfs-prd/portal.do&hi

http://kfdm.uconn.edu/docs/QR%20Sharing%20Reports.pdf

http://kfdm.uconn.edu/docs/QR%20InfoAssist%20Trouble%20Opening.pdf

http://kfdm.uconn.edu/docs/QR%20User%20Preferences%20Options.pdf

Documents

Prerequisite for this class: UConn Intro WebFOCUS …kfdm.uconn.edu/training/KFDM Basics Final.pdf · KFDM InfoAssist Basics Page 1 12/19/2012 (A.L.Bennett) Prerequisite for this