Active HTML Rediscovered June 2, 2015 Active HTML Rediscovered Dorota Badiere

What is Active Technology? Active Technology dashboards and reports consist of data and an embedded analytic engine that provides interactive capabilities bound together in a single file. They are easily distributed to large numbers of users who can then perform common analytic functions, such as sorting, filtering, calculating, and charting. Reference: http://www.informationbuilders.com/products/webfocus/portable_analytics

Active Technology – Features and Benefits Minimize the backlog of report requests in the IT queue by delivering a single report that can be transformed again and again, without repeated connections to the data. Reduce network costs by enabling users to work in disconnected mode. Solve the dilemma of how to provide enterprise data to outside users Simplify distribution of sophisticated reports, using the same delivery vehicle for users inside and outside the enterprise. Give field workers access to information at the exact moment they need it on their mobile device. Eliminate dependence on third-party software that may not be available to users outside the enterprise. Offer an intuitive user interface, enabling data analysis for report consumers not highly skilled with spreadsheets. Reference: http://www.informationbuilders.com/products/webfocus/active_technologies

Example – Active HTML Report Open Opportunities detail file with a number of records included in the linked file. When clicked opens a separate window with a html file in Active Technology format.

Example – Active HTML Report Funnel Adds detail file with a number of records included in the linked file. When clicked opens a separate window with a html file in Active Technology format.

Example – Active HTML Report Open Opportunities detail file… when there’s a bad news: “I don’t believe the summary, the indicators, etc.” “How can I fix my numbers?” “Show me the details!”

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Few Basics… User Levels: Default Power Analytical Business

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Et Voila!

Active Technologies – Report Menu Options The following image shows an active report with the available menu options for the Product Category column. WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Sort Ascending Sorts the column in ascending order. Sort Descending Sorts the column in descending order. Filter Filters the data. Options are: Equals Not equal Greater than Greater than or equal to Less than Less than or equal to Between Contains Contains (match case) Omits Omits (match case) WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Calculate Calculation types that you can apply to the column: Clear Clear all Count Count distinct, which counts the number of distinct values within a field. For numeric fields you can also apply: Sum Avg Min Max % of Total Chart Creates a chart from the report. Options are Pie, Line, Bar, and Scatter. Rollup Lists the fields available to create a Rollup table. Pivot (Cross Tab) Lists the fields available to create a Pivot table. -SET &MONTH_01 = &DATEtMYY; -SET &M02 = DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-1),'YYMD','A8YYMD'),'A8YYMD','MYY'); -SET &MONTH_02 = DATETRAN(&M02, '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_03 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-2),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_04 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-3),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_05 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-4),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_06 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-5),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_07 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-6),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_08 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-7),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_09 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-8),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_10 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-9),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_11 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-10),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_12 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-11),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); -SET &MONTH_13 = DATETRAN(DATECVT(DATECVT(DATEADD(DATECVT(&YYMD,'I8YYMD','YYMD'),'M',-12),'YYMD','A8YYMD'),'A8YYMD','MYY'), '(MYY)', '(t)', 'EN', 20, 'A20'); WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Visualize Adds or removes visualization bars to the selected column. The Visualize option is available for numeric data columns. Hide Column Suppresses the display of the selected column in the report. Show Columns Lists the names of the columns that are hidden in the report, allowing you to individually restore a column. Select the name of a specific column in the hidden columns list to restore that column to the report. Freeze Column Freezes the report at a particular point so that columns to the left of the freeze point remain in view while the user scrolls through the other report columns. Note: If the report can be fully viewed in the browser window, freeze is not applied. The Freeze column option is not available for expandable report (Accordion) views. Unfreeze All Unfreezes the columns. WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Grid Tool Opens the Grid tool which you can use to change the column order, select multiple columns to sort ascending or descending, hide and show columns, add a calculation result to a column, and add subtotals in the active report. Chart/Rollup Tool Opens the Chart/Rollup Tool which you can use to select multiple group fields to generate the chart or rollup table. The Chart/Rollup Tool contains a list of columns available in the active report to add to Group By and Measure fields. Click and drag the columns into the field that you want. Pivot Tool Opens the Pivot Tool which you can use to select multiple group fields to generate the chart or pivot table. The Pivot Tool contains a list of columns available in the active report to add to Group By, Across, and Measure fields. Click and drag the columns into the field that you want. WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Show Records Opens the Show Records menu option to list the number of records available for display per page in the report. Select a number (for example, 10) to display, per page. Default displays the number of records (lines) per page that is specified in the WebFOCUS report procedure. Comments Options to display comments under cells or hide indicators for comments in the active report output. Send as E-mail Sends report as email. Note: To use this feature you must have ActiveX enabled in your browser security settings. This feature is only supported in Internet Explorer. Save Changes Saves changes. WebFOCUS InfoAssist User's Manual

Active Technologies – Report Menu Options Definition Export Exports all records or filtered only records to HTML, CSV, XML. Note: To use this feature you must have ActiveX enabled in your browser security settings. Print Prints all records or filtered only records. Window Displays reports in a cascade or separate tabs. Restore Original Restores the active report to its default state specified in the report procedure. WebFOCUS InfoAssist User's Manual

A Few Filtering and Formatting Examples Past Due opportunities are clearly listed on top of the list as the report is originally sorted by the close month. Forecast Category are indicates higher probability for the deals to close in a month.

A Few Filtering and Formatting Examples Velocity indicators – is this deal moving along fast or slow in its stages? High Impact Opportunities – the highest values to be closed in the next few months.

Creating a hyperlink in the FEX file Oppty ID fields are linked with Salesforce.com allowing users to immediately access the main source of sales data and make necessary updates. DEFINE FILE SALES_DATA OPPTY_A/A10=FPRINT(OPPTY_ID,'I10','A10'); OP_LNK/A100='<' || 'a href="https://ctl.my.salesforce.com/' || SFDC_OPPORTUNITY_ID || '" target="_blank">‘ || OPPTY_A || '</a>'; END

Demo Time!

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