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Data Warehouse Reporting

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Data Warehouse Reporting Powered By Docstoc
					Data Warehouse
   Reporting
   “Creating Documents”




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               Definition and Benefits
A data warehouse is a copy of transaction data
specifically structured for reporting.
Benefits:
   Easy access to information
   Enhanced data privacy controls
   Single source for information
   User defines format and content
   Timely access to information
   See information behind the report
   Single definition for data elements
   Historical data - trends over time
   Look at information several ways
   Combine data with data from multiple sources



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Table Of Contents
   Logging Into WebIntelligence
   System Navigation
   “Create Documents” Screens and Options
   Structuring Your Report
   Building Your Report
   Sorting Data
   Drill
   Calculations
   Condition Prompts
   Selecting The Block Type
   Exporting Data From WebIntelligence
   Printing A Report
   Saving A Report
   Publishing A Report
   Sending A Report
   Deleting A Report
   Logging Out Of WebIntelligence
   Common User Problems
   Web Panel Toolbar
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          Logging Into WebIntelligence

To log into the WebIntelligence system,
you need the following from your
supervisor.
    A user name and password
    The WebIntelligence URL
     {https://www.dw.dhhs.state.nc.us}


                                          Type the Web address on the
                                          Location line, as indicated
                                          above, and hit enter.




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        Logging Into WebIntelligence

When you hit <enter>
the following screen
will appear:




                       Click the round Log in
                       button, which will bring up
                       the login dialog box.


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         Logging Into WebIntelligence
Type your user name and
password in the entry
boxes, and then click OK.
Your WebIntelligence start
page will load automatically
and you can begin working
in WebIntelligence.




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         System Navigation
The Infoview Welcome Page is the default start page that
opens when you log into WebIntelligence. It is your main
interface for viewing, managing, and distributing
WebIntelligence documents. InfoView contains short
descriptions of WebIntelligence and InfoView features,
which are hyperlinked to provide you with immediate
access.




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                        System Navigation

There are two ways to
maneuver around the
WebIntelligence system:
    Click on a selection from the
     Navigation Bar
    Click on a hyperlinked selection
     within the Page Contents




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           System Navigation
   The Page Contents: The larger of the two frames in the
    InfoView browser window. It contains the body of the page.



   The Navigation Bar: The black bar located on the left side,
    which contains links.




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                      System Navigation
Depending on the access rights you have, the Navigation Bar also allows you
access up to three different InfoView document catalogs:

    Corporate Documents: The document catalog that contains documents stored in
     the Corporate Documents repository. As long as you have access to the Universe
     where they were created, you can edit the report for your needs. Changes will not be
     saved under this document but must be saved in your personal folder.


    Personal Documents: The document catalog that contains documents that you
     have saved for your own use. You can send these documents to other users.


    Inbox Documents: The document catalog that contains the documents that other
     users have sent you.




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“Create Documents” Screens and Options

To create a report, move
your cursor over
“Create Documents” on
the Navigation Bar and
click the left mouse
button:




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“Create Documents” Screen and Options
After clicking “Create
Documents” you will get a
list of available universes
you have access to. Click
on the universe you wish to
enter. In the picture on the
right you can see that I have
access only to the “Mental
Health” universe.




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“Create Documents”        The Create Documents screen
Screens and Options       will appear, which includes the
                          following elements:
                          1. Results - The tab where you selected the
                          data elements you want in your report.
                          2. Conditions - The tab where you
                5         determine what criteria the results of your
                          report need to meet, for example, which
                          County do you want to see the results for.
4               6         3. Settings - The tab where you can
                          determine how your report should look.
                          4. All Objects - The panel that houses data
                          elements that are available for report writing.
                          5. Section - The panel that allows you to
                          display information under a header.
                          6. Table - The panel on the result tab where
                          you place the data elements you have selected
1   2   3             7   for your report.
                          7. Run Query - The button you click to
                          begin running your report. {Once you click
                          this button it changes from “Run Query” to
                          “Cancel Query”. Do not click the “Cancel
                          Query” unless you wish to cancel the
                          report.}
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                 Structuring Your Report

Should you add an object to the
Section or Table panel?

Table Format
You can create new documents that
display all of the requested results within
a table. For example, since the following
screen includes Area Institution Name
as a table header, the area institution
name appears repeatedly, on each line of
the table.




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                 Structuring Your Report
Section Format

If a field is to remain constant (as
in the preceding example, which
displays data for only one Area
Institution Name (Alamance-
Caswell) you can display that
data only one time in the Section
Block instead of displaying it
within the table itself. The
example shows how Area
Institution Name for the same
report would appear if you place
it in the Section Block instead of
the Table Block.




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               Building a Report
                                       Actions on Reports

To add an object       Double-click the object in the Classes and Objects
                       frame. The object is added to the Detail panel.
                       (You may need to drag it to the precise desired
                       position.)
                       NOTE: If you drag and drop a class or subclass, all
                       of its objects may be inserted.
                       Drag the object to the desired position in the
                       Section/Detail panels.

To remove an object Drag the object back to the Classes and Objects
                       panel.


To insert an object    Click and drag the object until the cursor is directly
between two other      over one of the objects already in the Detail panel.
objects                The new object is inserted to the left of that object.




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                        Building A Report
                                                In this report Area
                                               Pgm Client Number,
                                                 Clinical Code and
                                               Diagnosis have been
                                                selected; therefore,
                                               when your report is
                                                   processed and
                                               received, the report
Select Create Documents                          will only include
from the Navigation Bar,                      information for these
                                                 three data fields.
which will bring you to the
Results Tab. On the
Results Tab, select from
All Objects the data
elements that you want to
display in the report, all
follows:




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                       Building A Report
Once you have placed the data elements you selected for your report in the Results Tab,
click on the Conditions Tab, where you will complete the detailed Query Conditions of
your report.


                                                                 The criteria for this report
                                                                  includes Area Institution
                                                                   Name equal to Gaston-
                                                                 Lincoln, Ethnicity equal to
                                                                 H and Report Date equal to
                                                                  the month of July 2002.
                                                                  Data meeting all of these
                                                                  criteria are the only data
                                                                 that will be received in the
                                                                  report results and will be
                                                                  displayed as determined
                                                                   from the Results Tab.




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                                Building A Report
                                   Adding Conditions to a Report
The following table contains the available condition operators and specifies the type of operand each
                                          operator requires:
     Condition                  Operator                                Operand
     Equal To                   Are equal to                            A single alphanumeric or string value
     Different from             Are different from                      A single alphanumeric or string value

     Greater Than               Are greater than                        A single alphanumeric or string value
     Greater Than or Equal To   Are greater than or equal to            A single alphanumeric or string value
     Less Than                  Are less than                           A single alphanumeric or string value
     Less Than or Equal To      Are less than or equal to               A single alphanumeric or string value
     Between                    Are between                             Two alphanumeric or string values
     Not Between                Are not between                         Two alphanumeric or string values
     In List                    Are in a list consisting of             One or more alphanumeric or string
                                                                        values
     Not In List                Are not in a list consisting of         Two or more alphanumeric or string
                                                                        values
     Is Null                    Are null                                No parameters
     Is Not Null                Are not null                            No parameters
     Matches Pattern            Contain a pattern specified by          A single alphanumeric or string value
     Does Not Match             Do not contain a pattern specified by   A single alphanumeric or string value
     Both                       Are both                                Two alphanumeric or string values
     Except                     Are any value but                       A single alphanumeric or string vlaue




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                      Building a Report
You can apply a condition to an object by doing either of the
following:
    Drag the object from the Classes and Objects panel into the Table panel. With
     the object still selected, click the Conditions Tab automatically.
    Go to the Conditions Tab of the Web Panel. Drag the object to which you want
     to apply the condition into the Conditions Tab.


                                                                     Select the condition’s
                                                                    operator from the drop-
                                                                           down list




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Building a Report
            Specify any required operand by clicking on the
            far right side of the condition and depressing the
            mouse button until another list drops down.
            The operand options in the drop-down list are:
                 Enter a Constant: Displays an entry box in
                  which you can type the operand value you
                  want to be used in the condition.
                 Show List of Values: Queries the database
                  and returns a list of values from which you
                  can select one or more values.
                 Prompt list of Values: Lets you create a
                  user prompt for the selection of an operand
                  from a list of pre-defined values.
                 Enter a Prompt: Lets you create a user
                  prompt for the definition of a new operand
                  value. When you click this option, an entry
                  box appears containing the data objects
                  name. This will be the operand prompt‟s
                  label. The default label is the recommended
                  setting.


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                                   Building A Report
                                                    Settings
      Once you have completed your Conditions information, place the cursor on
      the settings Tab and click the left mouse button. The Settings Tab will be
      displayed as indicated below:
 The database used to
generate the document
 may contain records
with duplicate values.                                                                               The Settings Tab
  To make sure your                                                                                 allows you to format
   document won’t                                                                                  the report that will be
contain duplicate rows
                                                                                                     received from your
 of data, check Avoid
    duplicate rows                                                                                   query results. You
     aggregation.                                                                                   can change the font
                                                                                                   size of the report, add
 The database used to                                                                                  a header, etc.
generate the document
 may contain records
with duplicate values.
   If you want your
 document to contain
duplicate rows of data,   The Results, Conditions and Settings Tab at the bottom of your screen remain constant.
check Fetch duplicate
         rows.
                          You can move back and forth to any of the Tabs at any time during the building of a report
                          by clicking on the Tab with the mouse. Once you have completed all of the information for
                          each of these tabs click the Run Query Button to process the report.
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Building A Report
                    This illustration displays the
                    results for this report. As
                    requested, the report displays
                    the information listed on the
                    Results Tab. The Results
                    meet the criteria from the
                    Conditions Tab and is
                    formatted as defined from the
                    Settings Tab. However, we
                    have determined that instead
                    of displaying the “Diagnosis
                    Axis Code” we also wanted to
                    display the disability group
                    code. To add a data element
                    field, click on Edit by moving
                    the cursor to the word edit and
                    pressing the left mouse button.
                    This will bring you back to the
                    Results, Conditions and
                    Settings Tab.



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Building A Report
      Settings


                 Select Diagnosis Disability
                 Group Code from the MH
                 Clinical table in the All
                 Objects panel and move it to
                 the Table Section. Then,
                 click Run Query.


                    Note: if this were a Settings
                    change or formatting change
                    only, you could click Apply
                    Format to see the results of the
                    change requested. Since you
                    are asking for a new data
                    element you will need to Run
                    Query to update the results of
                    your report.



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Building A Report
      Settings


                    Your report results will be
                    updated with the added
                    data field, “Diagnosis
                    Disability Group Code.




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                                Sorting Data
You can perform sorts on the data while building your report. To add a sort order to your
report on the Results page, click on the AZ button at the top of the screen. Hold down the
button on the mouse once you have clicked the mouse and drag the AZ box to the data
element you want to sort by. When the AZ button is over the data element box, drop it by
releasing the mouse button. You can sort in Ascending (AZ) or Descending order (ZA). This
will create a sort as illustrated below, which in this instance will be sorted by Disability
Group Code:




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                 Sorting Data
The sorted data will appear in the report as indicated below:


                                            Sorted by Diagnosis
                                            Disability Group Code
                                            alphabetically in ascending order.




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                                    Drill
Drill gives you the ability to look at a subset of the report results. For example, the
results returned 3 separate Disability Group Codes; however you want to look at
the results for only Substance Abuse Codes. At the top of the screen, select Drill,
as shown in the image below.




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                                   Drill
Your results will then be displayed with boxes and drop-down arrows around the data
element field names. Click on the the drop-down arrow box beside of “Diagnosis
Disability Group Code”. The following appears:




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                                     Drill
Select SA from the box by moving your cursor down the list of Diagnosis Disability
Group Codes to “SA” and releasing the mouse button. The following illustration
displays how “drill” affected the original results. You now only have information for SA
diagnosis. To End the “drill” mode click the End Drill option at the top of the screen.



                                                               Note: If you want your report to
                                                                retain the results from the drill
                                                           function, just End Drill with the results
                                                             obtained. If you want your report to
                                                           revert back to the original results prior
                                                           to performing the Drill Down, click on
                                                             the down arrow boxes and select the
                                                              All Values option, once done, click
                                                               End Drill. Your results will now
                                                            reflect the original report results prior
                                                                        to the drill down.




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Calculations
               There are two methods for
               performing data calculations: (1)
               using predetermined data
               element fields or (2) applying a
               calculation to a data element.
               Data element calculation fields
               have already been applied to data
               elements that are know to be
               used in calculating totals, sums,
               averages, etc., within the Tables.
               Selecting any of these data fields
               will apply the calculation for that
               field. Fields having
               predetermined calculations are
               indicated by the name of the data
               element and a pink circle next to
               the name of the element. For
               example, CDW Consumer ID
               count returns a count of all the
               unique Consumer ID numbers.
               The pictures on the left
               demonstrate how this works:




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                         Calculations
You can also place a calculation on any data element by clicking on the
calculator button at the top of the screen as indicated below and dragging it to
the data element you want to use in the calculation. Release the mouse
button when the calculation box is on top of the data element field you wish to
select.




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                         Calculations
Double click on the calculation box that you dropped on the data element field and
the following box will appear. Select the calculation function that applies to the
results you would like to see and click OK. Sum has been selected for this
example.




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                               Calculations
Click on Apply Format to return the following results:


                                                                 There is a summary total
                                                                 for the Area Pgm Client
                                                                  Number established by
                                                                 the Data Element field.




  Note: Some of the numbers are duplicated so they will not be
  counted in the total.




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                     Condition Prompts
Prompts provide a way to ask for your input when you run reports. Prompts can
be the result of conditions that you define, predefined conditions, or the definition
given to it by its universe‟s designer. If you have a report you want to be able to
run at any time but also need to make changes to it, you can add a condition to
the document that limits the results. Instead of defining a list of specific options,
you can define a prompt. In this case you are using the Prompt Values From
List option, so the condition object looks like this:




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                      Condition Prompts
     When you click the Run Query button,the following dialog appears:




Select the desired value (which must correspond to data in the database), then click OK.




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                 Condition Prompts
You can also select the Enter a Prompt option, which will allow you to enter
the condition at the time you run the report (as displayed in the following
illustration):




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                             Conditions Prompt
        Once you have clicked Run Query, the following prompt box should
        appear. Type in the data required to run the report on the prompt line
        and click OK, to run the report.

Note: When using the
show list of values or
prompt list of values,
make sure to select the
correct Condition
Operator prior to
performing the show list
options. For example, if
you select the condition
Equal To when you
display the list, you will
only be able to select or
enter one value.
However, if you select the
condition In List, you can
select multiple values.


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              Selecting the Block Type
By default, the blocks of data in the documents you generate are displayed as simple
tables. Changes to the format of the blocks in your document will vary, depending on
whether you are using the Java or ActiveX Web Panel. You can change the block type
of an existing document directly from the Document Results page by clicking the arrow
on the far right side of the Document Results Screen as illustrated below:




                                                              Click this arrow button to
                                                              display the block types
                                                              below the arrow button




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                    Selecting The Block Type
   Block Type: Select the icon that represents Block Type and press the right mouse button.
    There are four types of Tables to select from, depending on how you would like to display the
    information. They are Table, Financial Table, Form and Crosstab.
   Bar Chart: Select the icon that represents Bar Charts on the Web Panel by right clicking the
    mouse over the icon. Once selected, it will display five types of bar chart displays; Grouped Bar
    Chart, Line and Bar Chart, Stacked Bar Chart, Percent Bar Chart and 3D Bar Chart.
   Lines Chart: Select the icon that represents Line Charts on the Web Panel by right clicking the
    mouse over the icon. Once selected, it will display five types of line charts; Mixed Line Chart,
    Stacked Line Chart, Percent Line Chart, 3D Line Chart, and 3D Surface Chart.
   Area Chart: Select the icon that represents Area Charts on the Web Panel by right clicking the
    mouse over the icon. Once selected, it will display five area chart displays; Area Chart, Stacked
    Area Chart, Percent Area Chart, 3D Area Chart, and 3D Volume Chart.
   Pie Chart: To produce a Pie Chart to represent the results of a report, select the icon that
    represents Pie Charts on the Web Panel by right clicking the mouse over the icon. Once selected,
    it will display two types of pie charts; a Pie Chart and a Doughnut Chart.
   Radar, Polar, and Scatter Charts: Select the icon that represents Radar, Polar and Scatter
    Charts on the Web Panel by right clicking the mouse over the icon. Once selected, four radar,
    polar and scatter chart types will be displayed; Radar Line Chart, Stacked Radar Area Chart, Polar
    Chart, and the simple Scatter Chart.

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Exporting Data From WebIntelligence
Two export methods are available in WebIntelligence. The first way to export to a
spreadsheet can be performed from either the Corporate Documents, Personal
Documents, or Inbox Documents page, as displayed below:




              From the results page select Download as displayed.




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Exporting Data From WebIntelligence
OR...   Select Load into Spreadsheet from the report you wish to export.




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Exporting Data From WebIntelligence
After using either of these methods, the follow box will appear, which allows you to
select whether to open the downloaded information or to save it to disk. If you would
like to view the information immediately, select Open, then you can save the
information once you have viewed it. If you select Save it to disk, the information will
be saved as the file name you assign it in the location that you assign, where it can be
opened at a later time.




                                                                               Open or Save
                                                                                 it to disk




Note: If you choose to save the file after loading it into Excel, save it as
a .xls document.

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Exporting Data From WebIntelligence
 The following screen displays the exported report information.




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               Printing A Report
There are two different methods available to print your document results:


             Send your results to your PC as an Excel
              Spreadsheet file and print via Excel. (To use this
              method see the instructions in the previous
              section, Exporting Data from WebIntelligence)

             Print your document directly from your Web
              browser.




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                       Printing A Report
To print directly from your Web browser, you need to be aware, first, that
what is printed may not look exactly like what you see on your screen.
Second, how your data is printed depends on the options you select before
running your report and the quantity of data to be printed. Three (3) ways
to print your report results are:

    If your data fits on one screen, such as graph or data for a single individual you
     can print it by clicking the “Print” icon on the browser toolbar, or by clicking “File”
     then “Print” on the menu bar.




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                    Printing A Report
If your data fits on one logical browser page, indicated by the absence of
page controls on your browser display but shows a window scroll bar, you
can print it by clicking the “Print” icon on the browser toolbar, or by clicking
“File” then “Print” on the menu bar.


                                                                This is a single
                                                                web page, there
                                                                 are no page
                                                                   controls.




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                       Printing A Report
To print your report if the results contain multiple logical web pages (the presence of
the page controls indicate multiple web pages), click on the page forward button to the
right of the number of pages and then the “Print” icon. To print only one logical page
(what you see on the screen and by scrolling down) use the “Print” icon on your
browser toolbar.


                                                                          Page Control
                                                                           shows page
                                                                             1 of 4.




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                          Printing A Report

You can print all of
the data as one page
by changing the size
of a logical web page.
To change the size of
the web page, „edit‟
the report and click
the „Settings‟ tab on
the bottom left of your
screen.




                              Enter the ‘Maximum rows fetched’
                              value for ‘Row count per page’.




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                     Saving A Report
Saving the document allows you to save the document in your Personal
Documents folder. Only you have access to this folder.



                                                              To save a
                                                              Document
                                                          (in the Personal
                                                             Documents
                                                            folder), click
                                                               Save as
                                                              indicated.




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                         Saving A Report

This is the second screen
that will appear in the
save function. Type in all
of the pertinent
information, click Save.




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                       Saving A Report
After clicking Save, you
will receive the
“Document
successfully saved”
message. The
document is now saved
in your Personal
Documents folder.




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                Publishing A Report
Publishing the Document allows you to save the document in the Corporate
Documents folder. Only individuals in your group can access these Corporate
Documents.


                                                            To publish a
                                                         Document (which
                                                            will be stored
                                                          in the Corporate
                                                        Documents folder),
                                                        click on Publish as
                                                              indicated.




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         Publishing A Report
This is the second screen that will appear in the publish
function. Type in all of the pertinent information, click
Publish.




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                  Publishing A Report

After clicking Publish, you
will receive the
“Document successfully
published” message.




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                Sending A Report
Sending the Document allows you to send a report to another user set
up within the system. This document will show up in their Inbox as a
received document. You should also save the report in your personal
documents folder.


                                                             To send a
                                                          Document (to
                                                          another user’s
                                                        Inbox Documents
                                                           folder), click
                                                            on Send as
                                                             indicated.




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                Sending A Report
This is the second screen that will appear in the send function. Type
in all of the pertinent information and click send.




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                          Sending A Report

After clicking Send, you will
receive the “Document
successfully sent”
message.




  Note: If you are Publishing to Corporate Documents or Sending a report to another user and
  you want to keep the report as originally designed, save the report in your Personal Documents
  folder. When you send the report to another user, always change the name from the name used
  in your Personal Documents folder. This will ensure that any changes made to the report
  do not overwrite the report.

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                    Deleting A Report
Deleting the Document allows you to delete documents you have written and
that are stored in your personal folders section. If you authored a report and
stored it in Corporate Documents, you can also delete that report. You may
also delete any item in your inbox folder.

                                                              Select Delete.




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                          Deleting A Report

The following screen
appears. Click OK to
confirm the deletion of
the report.




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                    Deleting A Report
After clicking Delete, you
will receive the
“Document successfully
deleted” message.




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     Logging Out Of WebIntelligence

When you are done using WebIntelligence, log out of the product instead
of just closing the browser. This helps WebIntelligence system
administrators keep track of which users are logged into the system and
active at any given time, and thereby configure the system to handle
transaction loads most efficiently.

Logging out is easy. If you‟re inactive longer than the maximum time
period defined by your administrator, WebIntelligence logs you out
automatically. You can also actively log out at any time.




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    Logging Out Of WebIntelligence
To log out of WebIntelligence, click on the Logout link in the navigation
bar. The Logout page opens. Click Yes.




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     Logging Out Of WebIntelligence

If you decide you don’t want to log out after all, do any of the
following:

    Click No.

    Return to the previous HTML page you viewed by clicking the browser‟s
     Back or Previous button.

    Go to any other part of the Infoview or WebIntelligence by clicking a link in
     the navigation bar.




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                  Common User Problems
   You can’t remember your password.
    You may forget your password. If this happens, contact the Help Desk. Your
    password will have to be reset. Please call [919-715-0728], or send an email
    through the feedback web page, located at
    [https://www.dw.dhhs.state.nc.us/feedback.asp]

   Your browser asked if you want to accept cookies.
    Your browser may ask you if you want to accept cookies. Click Yes. You
    must enable cookies to effectively use the Data Warehouse tool. A cookie is a
    message given to a web browser by a web server. The browser stores the
    message in a text file called cookie.txt. The message is then sent back to the
    server each time the browser request that page. The main purpose of cookies
    is to identify users and prepare customized web pages for them. When you
    enter a web site using cookies, you may be asked to fill out a form providing
    such information as your name and interests. This information is packaged
    into a cookie and sent to your web browser that stores it for later use. The
    next time you go to the same web site, your browser will send the cookie to
    the web server. The server can use this information to present you with
    custom web pages.
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                 Common User Problems
   When you try to log in, an error message appears.
    Your login information may be incorrect. In this case, you should contact your
    WebIntelligence administrator or supervisor who created your user profile. If
    you‟re using Microsoft Internet Explorer 2, you will be unable to login.
    WebIntelligence requires a cookie containing login information and a session
    ID in order to connect you to the WebIntelligence system. Internet Explorer 2
    doesn‟t recognize cookies. In this case, you must change your browser to a
    WebIntelligence supported browser. Run the Quick Browser check by clicking
    the link in the WebIntelligence login page. It will make sure the browser you‟re
    using is supported, and that your browser is cookie enabled.

   When you click Create Document, you get an error message.
    If an error message is flashing on the screen or a blank page displays, click the
    browser‟s Refresh or Reload button. If you get a browser error message, your
    Web server may not be running. In this case, contact your WebIntelligence
    system administrator.


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                   Common User Problems
   Nothing happens when you run a query (report).
    You have completed editing your report and clicked the Run Query button. The
    document containing the results, however, fails to appear. Click your browser‟s
    Refresh or Reload button. If this doesn‟t work, log out of WebIntelligence, log
    back in again, then run the report again.

   An empty Web Panel opens when you select a universe.
    You have selected a universe in the Available Universe page in order to create a
    document, but the Web Panel opens without the selected universe‟s classes and
    objects displayed. Please contact the Help Desk {919-715-0728].

   You have received the message, “Access to the universe or Editing not
    allowed.”
    You have tried to edit an existing document, but instead of the universe and
    document definitions opening to the Web panel, you receive this message.
    First, try reloading the page in your browser. If this hasn‟t fixed the problem, it is
    possible your supervisor has not given you the right to access the universe on
    which this document is based. This means you can view the document, but you
    can‟t edit it.
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                   Common User Problems
   You have received the message, “The edited report has been deleted.”
    An existing document was open in your Results page. During this WebIntelligence
    session, you were inactive long enough for the Session Manager to automatically log
    you out. You logged back in again, and clicked the Edit button to edit the document
    definition. But when WebIntelligence opened the Web panel, instead of displaying the
    universe and document definitions, it flashed this message. This document definition
    has been cleared from the WebIntelligence system‟s temporary storage cache for this
    session. Simply log out of WebIntelligence, log in again, and then open the document
    definition in the Web panel immediately.

   When you try to run a query (report), you receive an error message that states,
    “This query will create a Cartesian product. Do you want to continue?”
    A Cartesian product is created when you join every row of one table to every row of
    another table. This typically occurs when data elements are selected from tables that
    are not related to one another and no join exists between the tables. If this error
    message is received, answer no to the “Would you like to continue” question so that the
    report will not proceed. Edit the report written and verify that the tables used in the
    report are tables that should be used together. If you have any questions about tables
    that are linked or encounter a Cartesian product error, please call the CSDW Help Desk
    at [919-715-0728].

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                   Common User Problems
   When you run a query (report) you get an incomplete conditions prompt.
    WebIntelligence found no data in the database that matched the report. Make
    sure any conditions you‟ve applied to objects in the document definition are
    valid; they must correspond to the terms in the database. For example, you can
    apply the condition 1996 to the object Revenues to obtain the revenue results for
    that year, but if that year is referred to as FY96 in the database, WebIntelligence
    will be unable to fetch this information. You can resolve this problem easily by
    choosing the condition from a list if a list is available.

   You have selected query conditions from a list, and you receive the
    message, “Too many values selected!”
    You have selected more than 200 condition operand values to be applied to an
    object in a document definition. Simply reduce the number of values to 200 or
    less, then run the report again.

   The Send or Publish window is only partially displayed.
    You have tried to send a report to another user or publish it to the corporate
    repository, but the Send or Publish page isn‟t completely displayed. Click
    Refresh or Reload on your browser toolbar.
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                   Common User Problems
   Problems occur when you try to load a document’s data into a
    spreadsheet.
    When you load data from a document into a spreadsheet, you may need to
    define the spreadsheet application you want to use. Data imported into a
    spreadsheet is imported as text. This means that your computers number
    settings affect the way the text is handled. If the text from the WebIntelligence
    document uses a decimal point as the decimal separator, your computer must
    do the same, otherwise the numbers will not be recognized. You will not be able
    to format them or make calculations. If you‟re using Windows, you can change
    the decimal separator in the window‟s control panel Regional Settings dialog
    box.

   When you tried to run a report, you received the message, “Incomplete
    crosstab report.”
    You have finished editing a document definition in the web panel. When you
    tried to run the report by clicking the “Run Query” button, this message flashes
    across the screen. You have created a crosstab document definition, but you
    haven‟t provided all the elements it needs. A crosstab document contains the
    following parts; a horizontal crosstab header, a vertical crosstab header, and the
    tables body, which contains the report results.
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                 Common User Problems
   You have run a report and you receive the message, “No data found!”
    Make sure any conditions you‟ve applied to objects in the document definitions
    are valid; they must correspond to the terms in the database. For example, you
    can apply the condition 1996 to the object Revenues to obtain the revenue
    results for that year, but if that year is referred to as FY96 in the database,
    WebIntelligence will be unable to fetch this information. You can resolve this
    problem easily by choosing the condition from a list if a list is available. If the
    problem isn‟t an invalid condition, rebuild your document definition using objects
    that better correspond to the data in the database.

   You have received the message, “This name already exists, use a different
    name or allow overwrite.”
    You have just tried to save a document to your personal storage area and a
    document with that name already exists. This message is simply prompting you
    do one of the following; Select Yes for “Overwrite if the document exists” option
    if you want to overwrite the existing document of that name, then click Save
    again. If you don‟t want this document to overwrite the existing one, change this
    document‟s name, then click Save again.

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                  Common User Problems
   When you try to take an action on a document, the error message appears;
    “The document contains no data.”
    You have tried to edit a document containing report results, or load its data into
    a spreadsheet or save it. The action does not take place, and an inappropriate
    error message appears indicating that the document contains no data. Your
    supervisor may have changed your access rights during the current session so
    that you no longer have access to the current document domain. In this case,
    contact your supervisor. The HTML page may simply need reloading. Click
    your browser‟s Refresh or Reload button. You may need to log out of
    WebIntelligence, then log back in again.

   You have received the message, “The required service is not available”.
    You have taken any kind of action in WebIntelligence, such as opening a
    document access page, or simply clicking a button in the toolbar or navigation
    bar, and you receive this message. Simply click the Refresh or Reload button in
    your browser.




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                          Web Panel Toolbar

        From left to right, the web panel toolbar contains the following buttons:

   Toggle Left Panel Display: Click the arrow to its right to choose what kinds of objects
    are displayed in the Classes and Objects panel, if any.
   Toggle Help Display: Turns the display of descriptions for objects selected in the
    Classes and Objects panel on and off.
   Toggle Section Display: Lets you toggle between a Section and Block work area, and a
    Block only work area.
   Scope of Analysis: Adds a Scope of Analysis area to the Web Panel.
   Change Block Type: Lets you change the format for the blocks of data in your report.
   Insert Ascending Sort: Sorts data in ascending order.
   Insert Descending Sort: Sorts data in descending order.
   Insert Break: Breaks data up into separate blocks.
   Insert Calculation: Adds a calculation function to an object.
   Insert Condition: Adds a condition to the object that further restricts the data retrieved.
   View Query SQL: Displays the SQL structure for the report in a small window on top of
    the browser, if you have the appropriate rights.
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DOCUMENT INFO