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)

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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)

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Building a Query?

• 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!