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

2. Touch Points Producing reports for use with Office applications:
Using WebFOCUS to Enhance Office Workflows
Producing reports for use with Office applications:
WebFOCUS & Office interactions:
Microsoft Office Support Statement
WebFOCUS Drilldowns
Generating XLSX workbooks
Generating PPTX presentations
Making spreadsheet data available for enhanced analysis:
Quick Data
Upload Wizard
Analytics Wizard – *NEW FEATURE* targeted for Fall 2015

3. Workbooks & Presentations

4. WebFOCUS and Microsoft Office Support Statement
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.
Use WebFOCUS to generate Excel (XLSX) and PowerPoint (PPTX) reports that can be opened, viewed, and edited 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.

5. 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.

6. 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
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.

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

8. XLSX Workbooks

9. Summit 2015 Excel Solutions: Tips & Techniques
Enhanced Support for Images and Compound Workbooks
Images in XLSX
In any report node (header, subheader, footer, subfooter)
Anchored to top-left corner of initial cell in the node
Will not effect row height within anchored row
In data cells
An image can be placed into any column of data
Row height will expand to fit the image in the cell
Additional key features :
Data-driven design (images and hyperlinks)
Style headings & footing by row & column
Display multiple reports & multiple graphs
Create individual worksheets by primary key (BYTOC)

10. Enhanced Compound Workbooks
Images in Headers and Data Cells

11. Inserting WebFOCUS Graphs and Multi-Graphs

12. Inserting Multiple Reports
WebFOCUS Pages and BYTOCs

13. XLSX Workbooks Feature Support Matrix Up-to-date details available at:

14. XLSX Feature Roadmap Features Targeted for Future Releases
Release 8200 (7707 server):
Enabling Excel header/footer images in Compound Reports
Release 8300 and beyond
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
Pivot tables

15. PPTX Presentations

16. WebFOCUS-generated PowerPoint Presentations
Upgrading from PPT to PPTX
Our goal for the new PPTX format:
To meet and/or exceed the functionality supported in the legacy PPT format
Available WebFOCUS (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

17. Turning Data Into Professional PPTX Presentations
Replacing One Slide With an Entire Compound Report (1+ slides)
Leverage Corporate Templates

18. PPTX Presentations
Feature Support Matrix

19. PPTX Feature Roadmap Bullets and numbering Expanded image support
Features Targeted for Future Releases
Bullets and numbering
Expanded image support
BLOB images from databases
Watermarks
Alignment grid (HEADALIGN=BODY) and internal borders
Selected slide masters in templates
Right-to-left styling for Semitic languages

20. Consuming Data from Office Sources

21. 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.

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

23. 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.

24. Upload Wizard
The Process: Selecting a Workbook and Defining the Upload Parameters

25. Upload Wizard
The Process: Create Synonym and Edit Metadata

26. Upload Wizard
Using the New Data Source Within Your Reports

27. WebFOCUS Analytics Wizard
Import Excel Data Directly Into Suite of Analytic Tools
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.
WebFOCUS Analytics Wizard will empower everyone in your organization to identify the factors that impact business, formulate more accurate forward-looking strategies, and increase efficiency and profitability – affordably and within minutes.
***NEW FEATURE targeted for Fall 2015 ***

28. WebFOCUS Analytics Wizard
Generate a suite of sample charts, reports, documents,
and dashboards from your XLSX data.
WebFOCUS Analytics Wizard

29. WF Analytics Wizard
An Array of Analytic Tools

30. WebFOCUS Analytics Wizard
Visualizing Data Connections
In December 2014, while the largest amount of theaters were playing PG-13 rated movies (47%), R rated movies accounted for the largest revenue (59%).

31. Q & A