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Web Intelligence (Webi) at Penn > How To ...

This page is a work in progress. New 'How To's' will be added on a regular basis. Remember that you can always click on the 'Help' button in InfoView and Webi to access exhaustive (if complicated!) search-able explanations of everything.

InfoView // Webi // Building a Query?


InfoView and general (similar in both interfaces)

  • Set InfoView Preferences (PDF)
  • Navigate the Basic InfoView Interface (PDF)
  • Take Advantage of InfoView Interactive Report Viewing (PDF)
  • Copy a Repository/Corporate Report for Editing (PDF)
  • Format a Report for Printing in InfoView (fit to a page) (PDF)
  • Share a Copy of a Report (PDF)
  • Work in Webi with Multiple Reports Open (PDF)
  • Save a Report as Excel or PDF (PDF)
  • Save a Report as Excel starting with Cell A1 (HTML)
  • Add a Report Filter in InfoView (HTML)

Webi

  • Set Webi Preferences (PDF)
  • Navigate the Webi Edit Report Interface (PDF)
  • Navigate the Webi Edit Query Interface (PDF)
  • Create a New Webi Document (PDF) (video snippet - SWF)
  • Navigate Between Editing a Query and Editing a Report in Webi (PDF)
  • Find Basic Formatting Tools in Webi (PDF)
  • Format a Report for Printing in Webi (fit to a page) (PDF)
  • Add a Result Object to an Already Existing Report (drag & drop demo) (PDF) (video snippet - SWF)
  • Arrange Table Elements in a Report Using Drag & Drop (PDF)
    • Video snippets for Create a Section (SWF), Create a Crosstab (SWF), Switch X /Y Axes (SWF), and Swap Columns (SWF)
  • Create Complex Query Filters by nesting or indenting them together, and using AND and OR (HTML includes video snippet - SWF)
  • Add a Report Filter in Webi (HTML)
  • SAP/Business Objects Webi User Guide (copyrighted materials: you will need to login with your PennKey)
  • SAP/Business Objects documentation on using Formulas, Functions and Calculations (copyrighted materials: you will need to login with your PennKey)

Building a Query?

(Unsure where to start? See how to build a query from a simple business question in a short flash presentation. Print the content from each attached PDF if you prefer hard copy.)
  • General Ledger Questions
    • How can I review our entertainment costs for last year? (Try this!)
    • I need to run monthly reports on how we are doing with current expenses. Are we within budget or not? (Try this!)
    • What ProCard transactions have been posted this month and the previous 2 months from my ORG and to what accounts have they been posted? (Try this!)
    • How many funds in our school are currently frozen and what are the current encumbrances on those funds? (Try this!)
    • How do our mail costs this year compare to last year? (Try this!)
  • Salary Management Questions
    • How can I check my employees to make sure their employment status is correct and that their distributions are active? (Try this!)
    • How can I check to see how people have been paid so far this year? (Try this!)
    • How can I check to make sure that my employees' jobs and distributions are set up correctly? (Try this!)
    • What is the academic base salary for my faculty and what percentage of them were also paid administrative stipends? (Try this!)
    • What are the outstanding salary encumbrances for the grants that I manage? (Try this!)
  • Research (PennERA Proposals)
    • Which proposals submitted over a year ago are still awaiting a final decision from the sponsor? (Try this!)
    • To what accounts can costs for my projects be charged? (Try this!)
    • Which of my awarded projects involve cost sharing? (Try this!)
    • What is the status of the regulatory approvals for my outstanding proposals? (Try this!)
    • What is the expected funding from the NIH for Dr. "Marie Curie" this fiscal year? (Try this!)

Didn't find what you're looking for? Go to the searchable FAQs!

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Information Systems and Computing
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