Copyright 2007, Information Builders. Slide 1 Accumulation Techniques for Reporting with WebFOCUS Kyle Hachey Systems Engineer

Copyright 2007, Information Builders. Slide 2  Use WebFOCUS to produce report totals  Row and Column Totals  Prefix Operators for Counts, Percentages, Minimums, etc.  Use Compute to combine selected columns  Produce section totals at break points  Subtotal and Recompute  Review report message options  Calculate new summary values with RECAP  Apply conditions to operations with WHEN Workshop Objectives

Copyright 2007, Information Builders. Slide 3 Providing Totals in Reports WebFOCUS enables you to produce commons types of totals in reports:  Totals for numeric values in rows  Totals for numeric values in columns  Totals for sort breaks in a report  Grand totals at the end of a report W - 4

Copyright 2007, Information Builders. Slide 4 The Compensation and Bonus Estimates Report - 4 W The payroll manager from the Human Resources department needs a report that displays compensation and bonus estimates for each region and a grand total. Developer Studio

Copyright 2007, Information Builders. Slide 5 Performing Numeric Operations W -13 Prefix operators are mathematical functions that are added to the fieldname in a verb phrase.  Can only be applied to column fields.  Cannot be applied to sort fields (BY or ACROSS).

Copyright 2007, Information Builders. Slide 6 Performing Numeric Operations (continued) W -13 Numeric operations include:  Calculate the average (or mean) of the values of a column  Determine the minimum or maximum value of a column.  Calculate the percentage of a column value to the column total.  Sum and count numeric values.

Copyright 2007, Information Builders. Slide 7 Prefix Operators W -14 Prefix OperatorFunction CNTCount the number of values for a field. CNT.DSTCount the unique occurrences of field values in a sort group. DSTDetermines the total number of distinct values in a single pass of a data source. SUMAdd the values of a field. AVECalculate the average (mean) value for a field. MINIdentify the lowest value of a field. MAXIdentify the highest value of a field.

W -14 Prefix OperatorFunction ASQCompute the average sum of the squares for standard deviation in statistical analysis. STProvide the aggregate value for a sort group in section headings and footings. TOTProvide the aggregate value of a field (used primarily in page headings and footings). PCTCalculate the percentage of a column value to the column total. RPCTDetermine the percentage of a column value to the row total. PCT.CNTCalculate the percentage of a COUNT to the total count. FSTSelect the first instance of a field. * LSTSelect the last instance of a field. * Prefix Operators (continued)

Copyright 2007, Information Builders. Slide 9 The Total Compensation Estimate Report - 15 W The payroll manager from the Human Resources department needs a Total Compensation Estimate report that displays the employee count, salary, benefits and combined salary and benefits for each division. Developer Studio

Copyright 2007, Information Builders. Slide 10 Review: Providing Totals in Reports W -25 To add all numeric verb objects for a row total, use: To total selected fields only, use: To generate a grand total at the end of a report, use:

Copyright 2007, Information Builders. Slide 11 The Compensation and Bonus Estimates Report - 26 W The payroll manager from the Human Resources department needs a Compensation and Bonus Estimates report that displays totals at key break points, such as division and department. Developer Studio

W - 37 Type of FunctionTo Add Numeric ValuesTo Recalculate Computed Fields At specific sortfield only. At specific sortfield and all sortfields above it. Review: Section Totals

Copyright 2007, Information Builders. Slide 13 Customized Formatting - 38 W

W - 39 Customized Formatting Message OptionEffect Page HeadingCreates a message at the top of each page. By default, the message appears left justified above first line of text for each page. Page FootingCreates a message at the end of each page. By default, the message appears left justified below last line of text for each page. Options include FOOTING BOTTOM, which displays the footing at the extreme bottom of each page. Section Heading (Subheading) Creates a message above a sort group when the sort values change. By default, the message appears left justified above each section of the sort group. Section Footing (Subfooting) Creates a message below a sort group when the sort values change. By default, the message appears left justified below each section of the sort group. Report HeadingCreates a one-time message at the top of the first page of the report. By default, the message appears left justified above first line of text for the report. Report FootingCreates a one-time message at the bottom of the last page of the report. By default, the message appears left justified below the last line of text for the report.

Copyright 2007, Information Builders. Slide 15 The Sales Metrics for All Products - 40 W Management would like a message in a report that displays the bonus for a Manufacturing Plant, if the plant’s profit exceeds 14 percent. Developer Studio

W - 46 Using Recap CommandEvaluation Point DEFINEEvaluated as each record that meets the selection criteria is retrieved from the data source. COMPUTEEvaluated at the Internal Table level after all the data that meets the selection is retrieved and sorted. RECAPEvaluated at the Internal Table level, after totals are accumulated and formats are applied prior to presentation.

W - 64 Review: Handling Messages To display a numeric field’s grand total in a heading, footing, subhead or subfoot, use: <TOT.field To use subtotal values in a calculation, use: RECAP To display a RECAP value in a customized text line, use: RECAP and SUBFOOT To control conditions under which summary lines appear for each sort field value, use: WHEN To minimize the width of a report by suppressing a sort field from displaying, use:

Copyright 2007, Information Builders. Slide 18 Workshop: Review  Use WebFOCUS to produce report totals  Row and Column Totals  Count the number of column values with the prefix operator CNT.  Use Compute to combine selected columns  Produce section totals at break points  Subtotal and Recompute  Review report message options  Calculate new summary values with RECAP  Apply conditions to operations with WHEN