You can perform numerous actions on documents with InfoView/Interactive without having to actually open Webi and edit the document in the Java Report Panel itself. (Useful in case you only have InfoView access! See How to Set InfoView Preferences)
Many reporting features are available to analyze the information displayed in the document. You also have access to tools, previously only available in Deski, that allow you to modify how the data is displayed in the document. This includes the ability to format a document to your specific requirements by doing the following:
- Add or modify report filters to limit the data shown in the report. (However, you cannot alter the query itself!)
- Modify the User Prompt Input values.
- Sort values to change the order of the information shown in the report.
- Create your own custom sorts to reorder the values in a specific manner.
- Create new variables based on the available objects.
- Organize blocks of data into sections.
- Rearrange column and rows of data in tables and charts.
First we need to point out the greatly expanded menus, toolbars, and the left panel that are available to you in Interactive mode.
- Click on the Document drop-down arrow on the document toolbar to view its menu. A new option appears on the menu, Properties, which displays information about the document, such as the name of the author, when the document was last refreshed, etc. You can also change several options in this dialog box to customize your experience of the report every time you open it.
- Click the View drop-down
arrow on the document toolbar. There are several new view modes, quick
display, page, draft, and PDF, to control how much data appears on screen
and to view how the data is laid out on pages. Make sure all 4 toolbar
options are checked in order to maximize your potential to organize and
analyze the report information as well as enhance
the presentation of the report.
- The Report Filter toolbar appears at the top of
the report details panel and allows you to add simple report filters
to help customize the report for your
- The Left Panel offers 9 function icons at its base (as opposed to the tabs available in Webi report viewing):
- Document summary-lists
information such as author name, date created, and when it was last
refreshed as well as prompt values used, if any exist in the report.
- Data Summary-lists information concerning the query that was used to retrieve the data in the document. It shows the name of the universe and the objects that make up the query definition, as well as the number of rows that were returned by the query.
- Chart and table types-allows you to view all the templates available to you for modifying the way the data in the document is currently presented. All the templates available for designing reports in the Java Report panel are also available to you in Interactive View mode. Using either drag and drop, or by clicking the Insert button available in the Chart and Table Types panel, you can very quickly and easily transform a table or chart in the document to another format, or insert a new block.
- Available objects-lists all the objects that have been used in the document's query to retrieve the data available in the document. You can use drag and drop to move objects in and out of the blocks of data, or even to create new blocks of data. You can also make your own variables.
- Document structure and filters-allows you to view all the elements that make up this document, such as the sections, report blocks, headers and footers, as so on. In this pane, you can click a document element and move it to another position in the document, just by moving it up or down in the pane. Also allows you to format elements.
- Navigation map-allows you to jump to different sections of the report by clicking on the elements in the map.
- User prompt input-allows you to add or modify prompts and then run the query again.
- Input controls-allows you to modify the reports input controls if it has any.
- Find- allows you to find data on the report tab displayed on the right hand side of the screen.