WebFOCUS & Microsoft® Office: Working Together Summit 2016 Kathy N. Kendall Product Manager, Report Styling and Interactives Information Builders

Touch Points Consuming spreadsheet data for enhanced analysis: Using WebFOCUS to Expand Office Workflows Consuming spreadsheet data for enhanced analysis: Upload Wizard Samples Generator – *NEW FEATURE* BUE & 8201 Quick Data Producing reports for use with Office applications: WebFOCUS & Office interactions: Microsoft Office Support Statement WebFOCUS Drilldowns Enhanced Compound XLSX Workbooks Turning Data Into Professional PPTX Presentations

Consuming Data from Office Sources

Upload Wizard Import Data from Excel Worksheets for Use with WebFOCUS The Upload Wizard enables easy creation of a WebFOCUS file description and corresponding data file for use in any WebFOCUS reporting application. The Upload Data File option is available from all areas of WebFOCUS. File types supported: Excel Workbooks. Upload data and create synonyms for multiple worksheets and named ranges within a workbook. Delimited flat files. Including txt, csv, ftm, dat, and tmp. Upload process creates: A copy of XLSX workbook on reporting server. A standard WebFOCUS synonym. All data types are supported. Integrates with the WebFOCUS Release 8 security system and new repository infrastructure and controls access by user profiles.

WebFOCUS Samples Generator Import Excel Data Into Suite of Sample Content Transform your data uploaded from XLSX workbooks into a suite of sample charts, reports, documents and dashboards. Quickly evaluate the contents of new data and elements important to your business. Customize sample dashboards and components to meet specific business needs, rather than starting from scratch. Show new users available reporting options and the ease at which they can be generated and customized. ***New Webfocus Feature BUE & 8201+ ***

Quick Data Consumer & Producer The perfect tool for the contingent of die-hard Excel users in every organization, the power users who take advantage of the number crunching and manipulation tools a spreadsheet offers. Extract data from any of your WebFOCUS data sources into Excel workbooks. Feed and refresh data in workbooks of pivot tables and charts. Consolidate data across different data sources into a single workbook. Update data in macro-enabled workbooks supporting different analytic paths or processes. Integrates with the WebFOCUS Release 8 security system and new repository infrastructure. Access to metadata for ad hoc reporting is retrieved based on configuration of Content/MR folders and user authorization. Structured ad hoc forms are now stored in any Content folder that is available to the user.

Quick Data – Feeding Data Into Excel Using InfoAssist For more information, see the Summit 2015 Lab: Quick Access With Quick Data

Workbooks & Presentations

WebFOCUS-generated Workbooks Office Releases Office 2003 / 2007 / 2010 / 2013+ XLSX PPTX Office 2003 / 2007 / 2010 EXL2K PPT

WebFOCUS and Microsoft Office Support Statement Use WebFOCUS to generate Excel (XLSX) and PowerPoint (PPTX) reports that can be opened, viewed, and edited in any Office release. Due to security policy changes implemented in Microsoft Office 2013, the Excel® and PowerPoint® formats generated by WebFOCUS (EXL2K and PPT) will no longer be supported. These formats are not supported by Microsoft Excel Viewer and PowerPoint Viewer in any Office release. The WebFOCUS DOC format generates a character-based file, not a Microsoft Word document. Acrobat® PDF format is the standard for WebFOCUS display and print documents.

Drilldowns from Office Applications WebFOCUS Security Considerations WebFOCUS drilldowns support the execution of parameter-driven procedures that return information to the client based on user selection within a report. For Office reports, it’s a matter of security: With the enhanced WebFOCUS Repository security features, user requests require credentials. When a report is opened these credentials are maintained in the browser and NOT passed to the Office application. Without these credentials, the drilldown request can not get back into WebFOCUS to execute.

Options to Support Intra-Application Drilldowns  The Remember Me security model User authentication that allows WebFOCUS to store a trusted sign-in cookie locally, on the workstation, for a default period of 14 days. Public Access (Anonymous User) Useful for procedures that can be made available to everyone within an organization, or the general public, so they require no authentication. Integrated Windows Authentication (IWA) Refer to the WebFOCUS Security and Administration manual.

Enhanced Compound XLSX Workbooks

Excel Tips & Techniques Lab 2016 Back to the Basics XLSX different than all other output formats Data fed to spreadsheets must be in a format that can be fully understood and manipulated within the Excel application. Combination of table & positioned features Alignment grid Column widths based on font measurements How does this change formatting options: Data formats Missing Data Hyperlinks WebFOCUS Page vs Excel Worksheet settings Image placement options

XLSX Basics

XLSX Features Roadmap Follow Progress on Tech Support Site Up-to-date details available at: https://techsupport.informationbuilders.com/tech/wbf/wbf_rln_formatXLSX_support.html

XLSX 82x (7707 server) New Features Enabling Excel header/footer images in Compound Reports Images Page settings

Enhanced Compound Report features XLSX Feature Roadmap Features Targeted for Future Releases Enhanced Compound Report features Multiple reports and graphs on a single worksheet Positioned placement (using the PDF/DHTML/PPTX model) Coordination/Bursting Cell locking Data tables to feed live into XLSX controls

Turning Data Into Professional PPTX Presentations

WebFOCUS-generated PowerPoint Presentations Upgrading from PPT to PPTX Our goal for the new PPTX format is to meet and/or exceed the functionality supported in the legacy PPT format Available WebFOCUS 8008+ (Server 7705m+) As of 8009 will contains a richer feature set than PPT: Including a full array of compound report features. Old compound syntax (OPEN/CLOSE/NOBREAK) Supported by PPT, will not be implemented for PPTX Existing presentations can easily be transformed into the enhanced compound format using App Studio or InfoAssist

WebFOCUS-generated PowerPoint Presentations New Features New in 8201 (Server 7707+) Bullets & Numbered Lists Alignment grid (HEADALIGN=BODY) and internal borders PPTX Slide Masters & Slide Layouts WebFOCUS PNG charts with support for transparency

Enhanced Features for 8201 Working with Slide Layouts within Corporate Slide Masters

Leverage Corporate Templates Replacing One Slide With an Entire Compound Report (1+ slides) Trek Slide Master Oriel Slide Master Trek Slide Master

Up-to-date details available at: https://techsupport.informationbuilders.com/tech/wbf/wbf_rln_formatPPTX_support.html

PPTX Feature Roadmap Expanded PowerPoint Mobile support Features Targeted for Future Releases Expanded PowerPoint Mobile support Enhanced image support BLOB images from databases Watermarks Right-to-left styling for Semitic languages

Wrapping Up