WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.
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Transcript of WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.
![Page 1: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/1.jpg)
WebFOCUS InfoAssist Demonstration
![Page 2: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/2.jpg)
INFOASSISTCreate a New Custom Report and Save
![Page 3: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/3.jpg)
Create new report from Dashboard
Create new report from Dashboard
![Page 4: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/4.jpg)
InfoAssist application themes
match corporate look and feel.
InfoAssist application themes
match corporate look and feel.
![Page 5: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/5.jpg)
Select “Build a Report” from the Getting Started
options.
Select “Build a Report” from the Getting Started
options.
![Page 6: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/6.jpg)
Select a data source.
Select a data source.
![Page 7: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/7.jpg)
Query Design Mode resembles Excel
and Report Assist
Query Design Mode resembles Excel
and Report Assist
MS Office look and feel
MS Office look and feel
![Page 8: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/8.jpg)
Select “Options” to customize the
tool.
Select “Options” to customize the
tool.
![Page 9: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/9.jpg)
Full breadth of customization
options
Full breadth of customization
options
![Page 10: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/10.jpg)
Multiple views of the data with
business terms
Multiple views of the data with
business terms
![Page 11: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/11.jpg)
Various query viewing optionsVarious query
viewing options
![Page 12: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/12.jpg)
Double click or drag and drop to
build query
Double click or drag and drop to
build query
![Page 13: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/13.jpg)
Run to view query output
Run to view query output
![Page 14: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/14.jpg)
Also can use right click options to
add fields
Also can use right click options to
add fields
![Page 15: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/15.jpg)
Run query again to see output
Run query again to see output
![Page 16: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/16.jpg)
Drag and drop Region into Filter
bucket
Drag and drop Region into Filter
bucket
![Page 17: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/17.jpg)
Numerous “fetch” options to build
filter
Numerous “fetch” options to build
filter
![Page 18: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/18.jpg)
Filter on Eastern regions
Filter on Eastern regions
![Page 19: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/19.jpg)
Filter is displayed. Run to see output.Filter is displayed. Run to see output.
![Page 20: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/20.jpg)
Change to “New Tab” to save state and run a new instance of the
query.
Change to “New Tab” to save state and run a new instance of the
query.
![Page 21: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/21.jpg)
Change the output format to “Active Report”
and Run.
Change the output format to “Active Report”
and Run.
![Page 22: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/22.jpg)
Change to Excel format and run.Change to Excel format and run.
![Page 23: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/23.jpg)
Tiling options provide side by side analysis.
Tiling options provide side by side analysis.
![Page 24: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/24.jpg)
Hide the resource pane to utilize full
screen.
Hide the resource pane to utilize full
screen.
![Page 25: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/25.jpg)
Save the report.Save the report.
![Page 26: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/26.jpg)
Saving a Custom report.
Saving a Custom report.
![Page 27: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/27.jpg)
Report shows up in Custom
Reports folder.
Report shows up in Custom
Reports folder.
![Page 28: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/28.jpg)
One click to change report into
a chart
One click to change report into
a chart
![Page 29: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/29.jpg)
Charts output to any format. Click PowerPoint and
Run.
Charts output to any format. Click PowerPoint and
Run.
![Page 30: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/30.jpg)
INFOASSISTCreate a New Standard Report from a Template
![Page 31: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/31.jpg)
Open Template (Reporting Object)
in InfoAssist
Open Template (Reporting Object)
in InfoAssist
![Page 32: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/32.jpg)
Data source and fields already in
place.
Data source and fields already in
place.
![Page 33: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/33.jpg)
Make changes.Make changes.
![Page 34: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/34.jpg)
Run the report.Run the report.
![Page 35: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/35.jpg)
Click the Theme option to change
the styling.
Click the Theme option to change
the styling.
![Page 36: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/36.jpg)
Run to see the new styling
theme.
Run to see the new styling
theme.
![Page 37: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/37.jpg)
Save the report.Save the report.
![Page 38: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/38.jpg)
Saves the report with a new name.Saves the report with a new name.
![Page 39: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/39.jpg)
New report is saved as a My
Report.
New report is saved as a My
Report.
![Page 40: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/40.jpg)
INFOASSISTCompose a document using the WYSIWYG “Live Preview” feature
![Page 41: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/41.jpg)
Select “Compose a document”
Select “Compose a document”
![Page 42: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/42.jpg)
Highlight fields and drag onto canvas. Preview updates
automatically!
Highlight fields and drag onto canvas. Preview updates
automatically!
![Page 43: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/43.jpg)
Highlight any element of the
report for editing.
Highlight any element of the
report for editing.
![Page 44: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/44.jpg)
Drag and drop Region to the left of Vehicle Type
Drag and drop Region to the left of Vehicle Type
![Page 45: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/45.jpg)
Region is moved and preview is
updated.
Region is moved and preview is
updated.
![Page 46: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/46.jpg)
Drag and drop fields to create a
chart.
Drag and drop fields to create a
chart.
![Page 47: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/47.jpg)
Live Preview of the chart is displayed.
Live Preview of the chart is displayed.
![Page 48: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/48.jpg)
Run the report to see the final PDF
output.
Run the report to see the final PDF
output.
![Page 49: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/49.jpg)
Reporting Against Cubes
Reporting: Running reports against cubesOLAP: Running OLAP reports against cubes InfoAssist: Ad hoc cube browsing & reporting
Product Report Financial Report
![Page 50: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/50.jpg)
INFOASSISTRunning reports against cubes
![Page 51: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/51.jpg)
WebFOCUS Financial Report (Data Source: MS Cube)
![Page 52: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/52.jpg)
INFOASSISTRunning OLAP reports against cubes
![Page 53: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/53.jpg)
WebFOCUS OLAP Browser (Data Source: MS Cube)
The browser window displays the product dimension with different levels to slice and dice the data
The browser window displays the product dimension with different levels to slice and dice the data
Step 1
![Page 54: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/54.jpg)
The browser window displays the report from the previous page with subcategory being added to it.
The browser window displays the report from the previous page with subcategory being added to it.
WebFOCUS OLAP Browser (Data Source: MS Cube) Step 2
![Page 55: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/55.jpg)
The browser window displays the report from the previous page with filter applied on the “Bikes” category.
The browser window displays the report from the previous page with filter applied on the “Bikes” category.
WebFOCUS OLAP Browser (Data Source: MS Cube) Step 3
![Page 56: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/56.jpg)
The browser window displays the report from the previous page with a drill down applied on “Mountain Bikes”.
The browser window displays the report from the previous page with a drill down applied on “Mountain Bikes”.
WebFOCUS OLAP Browser (Data Source: MS Cube) Step 4
![Page 57: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/57.jpg)
INFOASSISTAd hoc cube browsing & reporting: Product Report
![Page 58: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/58.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1A
Ad hoc cube dimension browsing and data selection
Ad hoc cube dimension browsing and data selection
![Page 59: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/59.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 1B
Run the report based on the selections from the previous page
Run the report based on the selections from the previous page
![Page 60: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/60.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Add subcategory to the report from the previous page
Add subcategory to the report from the previous page
Step 2A
![Page 61: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/61.jpg)
Step 2B
Run the report with the added “Subcategory”
Run the report with the added “Subcategory”
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
![Page 62: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/62.jpg)
Step 3AWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Expand “Product” to display the members and add “Bikes” as a filter
Expand “Product” to display the members and add “Bikes” as a filter
![Page 63: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/63.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 3A
Run the reportwith the “Bikes” filter
Run the reportwith the “Bikes” filter
![Page 64: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/64.jpg)
Step 4AWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Expand the “Product” “Subcategory” attribute to display the members and add “Mountain Bikes” as a second filter
Expand the “Product” “Subcategory” attribute to display the members and add “Mountain Bikes” as a second filter
![Page 65: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/65.jpg)
Step 4BWebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Run the report based on the selections from the previous page
Run the report based on the selections from the previous page
![Page 66: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/66.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4C
Add another Subcategory member “Mountain Frames” and add Subtotal for subcategory
Add another Subcategory member “Mountain Frames” and add Subtotal for subcategory
![Page 67: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/67.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4D
Run the report with the subtotals applied on the subcategory
Run the report with the subtotals applied on the subcategory
![Page 68: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/68.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube) Step 4E
Tile the various versions of your queries to compare results.
Tile the various versions of your queries to compare results.
![Page 69: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/69.jpg)
INFOASSISTAd hoc cube browsing & reporting: Financial Report
![Page 70: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/70.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Select the “Accounts” Parent Child Hierarchy
Select the “Accounts” Parent Child Hierarchy
Step 1
![Page 71: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/71.jpg)
WebFOCUS Ad Hoc Cube Browser (Data Source: MS Cube)
Expend Members and then expand Balance Sheet
Expend Members and then expand Balance Sheet
Step 2
![Page 72: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/72.jpg)
Add “”Assets” as a Visual Filter
Add “”Assets” as a Visual Filter
Step 3
![Page 73: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/73.jpg)
Open “Date” Dimension, expand “Members”, add “2004” as a filter and add “Calendar Quarter” as an across to compare quarterly assets
Open “Date” Dimension, expand “Members”, add “2004” as a filter and add “Calendar Quarter” as an across to compare quarterly assets
Step 4
![Page 74: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/74.jpg)
Run the report based on the selections from the previous page
Run the report based on the selections from the previous page
Step 5
![Page 75: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/75.jpg)
Select the “Calendar Quarter” and then Row Totals from the ribbon to produce running totals accross all quarters
Select the “Calendar Quarter” and then Row Totals from the ribbon to produce running totals accross all quarters
Step 6
![Page 76: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/76.jpg)
Run the report with the running totals
Run the report with the running totals
Step 7
![Page 77: WebFOCUS InfoAssist Demonstration. INFOASSIST Create a New Custom Report and Save.](https://reader035.fdocuments.us/reader035/viewer/2022081506/56649e925503460f94b97eb6/html5/thumbnails/77.jpg)
Generate the report in Excel, PowerPoint, PDF, Active Report, etc.
Generate the report in Excel, PowerPoint, PDF, Active Report, etc.
Step 8