Riding the Wave of Innovation Web Intelligence Advanced #1 Dan Souliere Application Specialist

Input Controls One of the several ways to filter data in reports Allows the end user to interact with the report Can be used with dimensions, measures, details, variables, and report blocks Can also be used to change variable values

Multiple value list box Simple slider Multiple value check boxes

Combo box Double slider

to filter the employee list Click on a month

Right-click menu

Adjusting the slider changes the salary increase percent.

Ranking Allows you to only show the top and/or bottom records in a table Ranks are based on measure objects You can use a count or a percent, or a cumulative sum/percent

Top 3 Jobs based on the FTE Total

Top 5% of jobs based on the FTE total

Top jobs with a cumulative FTE sum of 1800 or less

Top jobs with a cumulative FTE percent of 70 or less

Top 3 Job/Year combination based on the FTE total

Top 3 Jobs based on the FTE total Ranked by can be used if you want to display more columns, but do not want to include those columns in the ranking combination.

Sub Queries A sub query is a query placed inside the where clause of another query In Web intelligence, sub queries are placed within the Query Filters A sub query is used to return data that will be used in the main query as a condition to further restrict the data

From this sample set of records, we want to list the employees that do NOT have a ded/ben code of “WIS” We should end up with: Abney, Krystal H Adams, Carol R

If we try this query: We get: This is because Billie Abel and Derek Adams have other ded/ben codes, which are not equal to “WIS”

Instead, we can use a sub query to get a list of employees that DO have “WIS”, and then list the employees who are not in the sub query results We then get:

From these sample sets of records, we want to list employee job and pay information for employees that have a ded/ben code of 1201 or WIS. We should end up with: Ables-Smith, Leon J Alexander, Judith G

If we try this query: We get: Because of how the tables need to be linked (when using a measure), the query is being split into two SQL statements, and the filter on the ded/ben code is only being applied to one of the queries. So we still see all the employees that come from the non-filtered query.

Instead, we can use the following sub query We then get: If we didn’t use a sub query, and the query was not split automatically, we would get the correct records. However, the FTE amounts would most likely be inflated because of using multiple one-to-many relationships.

From this sample set of records, we want to list employee ded/ben information for the “Benefit Deductions for 1202 Report” group. We should end up with: 1201 1314

If we try this query: We get: Because of how the tables need to be linked (when using a measure), the query is being split into two SQL statements, and the filter on the group is only being applied to one of the queries. So we still see all the codes that come from the non-filtered query.

Instead, we can use the following sub query We then get:

Before completing a payroll, we can check to see if any of the check keys already exist in check history. We could use the following query, but the employee numbers have to match as well: To make sure that it compares with all check history records, we need to use a subquery. It will then display check keys that match, even if they are for different employees:

To get a list of employees that have had a job in common with a specific employee (even if the employee has multiple jobs), we can use the following sub query.

Fold/Unfold The fold/unfold toolbar can be used to show or hide specific elements of a report. They can be used in conjunction with: Sections Breaks Entire blocks/tables

This report shows a list of employees, with sections on the birth month and day.

Click on “Show/Hide Fold-Unfold Toolbar” Notice the vertical toolbar along the left side Each section can be folded or unfolded individually Or, all sections can be folded or unfolded at once

All sections folded February Unfolded February 5 Unfolded

Similar example, using breaks instead of sections with February 5 unfolded

This report contains 4 different tables Each table is currently folded Each table can be unfolded individually to reveal the records

Drilling Through Hyperlinks Hyperlinks can be created in a report to allow a user to view another report with more information specific to the record they click on Hyperlinks are much easier to create in the interactive mode Hyperlinks can pass values through to prompts on the secondary report

Go to Preferences Expand Web Intelligence Select HTML for the view and Modify format

Create the secondary report, to include at least one prompt Example: Employee No

Open the main report in view mode (not in edit/modify mode) Right-click on a field Select hyperlink Select New Click Browse and select the secondary report Change other settings when appropriate

Miscellaneous Multiple browser windows/tabs

Additional Training If you are interested in other alio WebEx group training sessions, you can view a list of sessions currently available at, http://www.myalio.com/web-training/ If you prefer one-on-one training, please contact your alio support provider directly for cost and scheduling information.  If you have any questions or concerns, please contact alio support at 1-800-914-9879 or by direct e-mail to wccc@hammer.net.

Thank you for Attending! Discussion Thank you for Attending!

Thank you for Attending!