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Setting Preferences22
Note: You may experience minor problems when you scroll through reports in the Java
viewer. These problems are the result of the implementation of the Java Virtual Machine in
certain web browsers. If you experience such problems, click repeatedly on the scroll
buttons to scroll. Do not hold the scroll buttons down.
Web Intelligence preferences
Before you access your Web Intelligence documents through InfoView, it is recommended
that you set the Web Intelligence preferences to suit your query and reporting needs.
Note: The functionality described in this section is available through InfoView if you have
appropriate Web Intelligence licenses. For information about licensing, contact your sales
representative.
This process includes the following tasks:
• ”Selecting Web Intelligence view formats” on page 22
• ”Selecting report panel formats” on page 23
• ”Selecting your Drill options” on page 24
• ”Selecting MS Excel formats” on page 26
• ”Selecting a locale” on page 26
• ”Selecting a default universe” on page 26
Selecting Web Intelligence view formats
You can choose different view formats to correspond with how you interact with
information in Web Intelligence documents through InfoView.
To select a view format for Web Intelligence documents
1. Log on to InfoView.
2. On the Header panel toolbar, click
Preferences.
The Preferences appears.
3. Click the
Web Intelligence Document tab.
4. In the “Select a view format” area, select the format that you want to use when you
view your Web Intelligence documents:
• If you want to be able to view the documents, respond to prompts, and/or perform
drill analysis, then choose HTML.
• If you want to be able to apply filters to the documents, do sorts and calculations,
modify the format of the data in tables and charts, and/or perform drill analysis,
then choose Interactive.
- InfoView User’s Guide 1
- Contents 3
- 8 Working with 5
- Getting Started 7
- Logging on to InfoView 8
- InfoView home page 9
- Navigation panel 10
- Recommended reading 11
- HP technical support 12
- HP-authorized reseller 13
- Helpful web sites 13
- Getting Started12 14
- Setting Preferences 15
- Folder or Category 16
- OLAP Intelligence preferences 17
- Crystal Reports preferences 18
- (One click printing) 19
- ActiveX viewer 20
- DHTML viewer 21
- Advanced DHTML viewer 21
- Setting Preferences20 22
- Java viewer 23
- Web Intelligence preferences 24
- Intelligence 25
- Selecting your Drill options 26
- Changing your password 28
- Preferences 29
- Password tab 29
- Setting Preferences28 30
- Working with Objects 31
- Searching for objects 32
- Opening objects for viewing 32
- Organizing objects 33
- Adding objects to a folder 34
- Sorting objects 34
- Scheduling objects 35
- Instance title 36
- Database logon information 37
- Destination locations 37
- SRM Report 38
- Destination option 39
- Schedule 39
- Print settings 40
- Server group settings 41
- Parameters 41
- Working with Objects40 42
- Viewing object history 43
- Deleting an instance 44
- Sending objects or instances 45
- Setting object properties 46
- 4. Click 47
- Working with Objects46 48
- Working with Dashboards 49
- Editing the dashboard 50
- Using Discussions 51
- Creating a note 52
- Replying to a note 52
- Editing a note 52
- Deleting a note 53
- Using Discussions52 54
- Using Encyclopedia 55
- Using Encyclopedia54 56
- Overview tab 57
- Business questions 58
- Glossary terms 60
- Creating a term 61
- Guided analysis 62
- Following a storyline 63
- Creating a storyline 63
- Using Encyclopedia62 64
- Editing a storyline 65
- Deleting a storyline 65
- Using Encyclopedia64 66
- Working with Crystal Reports 67
- Drilling reports 69
- Looking at alerts 69
- Distributing reports 69
- Printing reports 70
- Exporting reports 70
- Format types 71
- Working with 75
- Web Intelligence Documents 75
- Displaying the navigation map 76
- Displaying user prompts 76
- Finding text in documents 77
- Drilling documents 77
- Run Query 78
- Optimizer 79
- Publishing options 80
- Adding objects 81
- Move Up or Move Down 83
- Adding objects to a category 84
- Changing scheduling options 84
- Refreshing repository fields 85
- Publishing with saved data 85
- Selecting a program type 86
- Changing default values 87
- Changing object properties 87
- Setting parameters 88
- File name 90
- Description 90
- Program type 91
- Destination field 91
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