Download Using HTML vs. Applet in Webi User Preferences Setting Your

Using HTML vs. Applet in Webi User Preferences
Setting Your Interface Preferences
Preferences – Sets options to determine how you view, create, and manage documents. To set the
Web Intelligence interface, click on Preferences in the top header menu bar.
Click
Preferences
Highlight Web Intelligence to view the setting options. From here you can select HTML or Applet for
viewing a modifying Webi documents.
Saving Documents
Click to Save.
Both HTML and the Applet interfaces provide the save icon. Upon clicking the downward arrow, the
application displays the option to Save (re-save an existing document) or Save As (save a document for
the first time or to a different location). Save As renders the Save As/ Save Document panel.
The HTML interface only allows you to save as a Web Intelligence file type. You can use the Export
feature to store a file in a different format. See Exporting Documents further down in the document.
The Applet interface allows you to save as:
•
•
•
•
•
•
CSV archive
Excel
Excel 2007
PDF
Text
Web Intelligence
File format
drop down list
box.
Note: You must choose a location other than the BO repository (default location) to get the drop down
box for specifying the document format.
Exporting Documents
The HTML interface includes the export option icon,
• PDF
• CSV archive
• Excel
• Excel 2007
• Text
). Export as:
Click the
Export Icon
The Java Applet interface does not show that export icon, you have to go through "Save As". See Saving
Documents.
Click to print
Printing Documents
Both HTML and the Applet interfaces provide the save icon.
The HTML interface – Upon clicking the Print icon in HTML, the application will export the document to
PDF format first before printing.
The Java Applet interface – Displays the Print panel for printing specifications.
Selecting a Data Source
When creating a query (for a new or existing document), the application prompts for a data source. The
HTML interface displays two dynamic links from which to choose, “No data source” and “Universe”.
The Java Applet displays additional data source choices, Excel, BEx, and Analysis View.
Instantiate the Web Intelligence application. Click the icon to create a new document.
Click to create a new
document
One of the following panels will appear based on the preferred interface.
Data Source Management
This feature is specific to the Java Applet interface:
•
•
•
•
"Data" mode (in addition to Reading and Design).
Ability to add a "New data provider" directly within Design mode (Data Access > Data Providers).
Ability to "Change Source" directly within Design mode (Data Access > Tools).
Ability to Delete, Rename and Change Source within Data mode.
In the Applet interface, one may need to reveal the
options by clicking the “double greater-than” sign in
the upper right-hand corner of the header menu.
Click the double greater-than
sign to reveal menu options
in the Java Applet interface.
Conditional Formatting
This feature is comparable to the 3.x Alerter. Conditional formatting defines rules for changing the
attributes of a cell based on its value. Only the Java Applet interface provides the action to create new
formatting rules. In Web Intelligence, click on the Analysis tab. Select the Conditional sub-menu tab. As
applicable, view existing formatting rules and the option for establishing new rules (Applet only).
Click on the
Analysis tab
View the difference sub menu items based on the interface.
Number Formatting
Only the Java Applet interface provides the action to apply Custom number formats. In Web
Intelligence, click on the Formatting tab. Select the Numbers sub-menu tab. This feature is used to
customize numeric data in a chart. As applicable, view the existing options. Note that the custom
button is only available in the Applet interface.
Find (Cntl F) Feature
Only the Java Applet interface provides a “Highlight All” button in the “Find” box to highlight all
occurrences of a text string in a report page. This feature is used to search for specific terms. The Java
Applet interface allows you to select one or all search terms as applicable.
“Highlight all”
button