Business Intelligence Portal

In this section:

The Business Intelligence Portal (BI Portal) is new in WebFOCUS 8. It is the successor to the Business Intelligence Dashboard (BI Dashboard), which focused exclusively on building dashboards. You can use the Business Intelligence Portal to provide users with access to view and analyze information quickly in a self-service environment. It enables you to build complete, modern websites with different views, using web-based tools, such as InfoAssist and the InfoDiscovery Workbench. These tools enable you to develop Business Intelligence content, such as dashboards, visualizations, reports, charts, maps, and InfoApps.

For more information on the BI Portal, see the Business Intelligence Portal manual.


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Easy Selector

The Easy Selector provides a simple way to add content to a portal at run time, without opening the Resource tree. It also allows you to control which items users can access. To enable the Easy Selector feature, select the Show Easy Selector check box in the Column Properties panel, as shown in the following image.

In the Browse For Folder dialog box, select the folder to which you want to configure access. Save your changes and close the Portal Designer.

At run time, click the Add Content button, which opens the Select Item dialog box, as shown in the following image. In the Select Item dialog box, you can add the content that is available to you.


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Container Defaults

The Container Defaults feature allows you to configure the default behaviors for content added by users to a page at run time. This includes the default height and width, whether Title Bar and menu icons are shown, and which menu options are available.

To access Container Defaults, select a page and click the Container Defaults button in the Properties panel. The Container Defaults dialog box opens, as shown in the following image.


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Preventing Layout Changes

The Prevent Layout Change feature provides additional control over the changes that users make at run time. When enabled, it prevents users from changing the layout of portal pages created in Portal Designer. The option is enabled by default for both locked and unlocked pages, and does not apply to personal pages created by users at runtime. It is important to leave this setting enabled on pages that are configured with the Easy Selector feature, as shown in the following image.

To allow users to change the layout of unlocked base pages, such as to increase the number of columns, clear the Prevent Layout Change check box.


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Showing Menu Icons

The Show Icons feature allows you to hide or display icons next to the container menu options at run time.

To enable the feature, select the Show Icons check box, in the container Properties panel or in the Container Defaults dialog box, as shown in the following images.


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Collapsible Banner

A collapsible banner allows optional visibility at run time, expanding the display area of the portal. This enhancement is especially useful when a portal is optimized for mobile devices. To enable the feature, select the Collapsible check box in the Properties panel, as shown in the following image.

To hide or reveal a banner at run time, click the collapsible banner indicator, as shown in the following image.


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Fluid Canvas

On a fluid canvas, the content automatically fills the page area in equal proportions. You can manually rearrange and nest these elements on the page. The display area changes its size depending on your browser dimensions. When the fluid canvas is enabled, items are dragged to a floating drop target that arranges the content evenly and redistributes space, as more items are added. You can access the fluid canvas feature in one of the following ways:


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Creating Visualizations

How to:

Visualizations centralize information by providing different views of data that are pertinent to a particular objective. For example, reviewing trends or fluctuations in data over a period of time or within a region. A visualization provides you with a quick glance of information on a single screen. Visualizations support the use of different types of charts, maps, and grids. For example, you may want to use a bar, pie, and line chart to show different views of the same data. Alternatively, you may want to offset a particular visual by showing other types of related data that employ a different type of visual. You can also add a text cell to your visualization to provide explanatory text or information that other users can reference. Visualizations allow you to monitor changes in data. They also serve to provide information in real-time, based on changes in underlying data or other components. A visualization can be updated, changed, or revised at any time to account for shifts in data needs.

To access the online Help for visualizations, click the Help button, located in the upper-right corner of the InfoDiscovery Workbench.



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Procedure: How to Create a New Visualization
  1. From the Content node in the Resource tree, right-click a folder, point to New, and click Visualization.
  2. Select a Master File from the list and click Open.

    The WebFOCUS InfoDiscovery Workbench opens, as shown in the following image, where you can create a visualization.


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Responsive Container

The responsive container is designed to help you build a responsive portal that automatically adapts to different screen sizes and mobile devices. It intuitively changes the layout when you change the size of your browser. The default width and height of the container, and the inserted items, are pre-configured to offer the best positioning of the elements on the screen. By employing the responsive container, you can build a responsive portal on your desktop, and make it available to users on different platforms. The following image shows an example of a responsive portal displayed on a desktop, tablet, and smartphone.


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