Getting Started with BI Query/Web


Table of Contents

1 Getting To the Data Model
         
Supported Browsers, Logging In, The Portfolio, Finding Dataw

2 Navigating through the Model Windows
        
Via Buttons, via Windows list

3 Queries
            Opening Saved Queries, Running Canned Queries, Using Prompts5, Creating Ad Hoc Queries, Saving Query Results, Interrupting a Query

Reports
            Running Reports, Printing Reports, Exporting Report Data

Getting Help
         
General BI Query/Web Help, FAQs, Contacting the Help Desk, Searching for reports


Getting to the Data Model on the Web
         Supported Browsers
            Logging In
            The Portfolio
            Finding Dataw


Supported browsers:
- for PCs, Internet Explorer version 5 and up
- for PCs, Netscape Navigator version 7.0.2
- for Macintosh, OS/9 with IE 5x. is the only supported configuration.

Logging In
To use BI-Query/Web, you need:
- an Active Directory account. (If you have a Microsoft Outlook account, <your.name>@wwu.edu, you already have this - this set of credentials is also known as the universal login and password.)
- a link to BI Query/Web can be found on the ADMCS home page (http://www.wwu.edu/depts/admcs) and myWestern (http://www.mywestern.wwu.edu)

GETTING STARTED:
- Use your Outlook/Active Directory username and password to log in, and enter ‘wwu’ in the ‘Domain’ text box as in figure 1.

figure 1

The Portfolio
- After the  logon process is completed you will see the “Portfolio” folder as in figure 2 below:

figure 2

Should you find yourself in a ‘Recent Documents’ folder (figure 3):
- click the middle Portfolio tab. See figure 4, "Finding Dataw"

figure 3

Finding Dataw
- Click on ‘AA_DATAW' you will see the following window displayed as in figure 4

figure 4

Note: ‘Dataw’ is the data model for the Data Warehouse. The folder ‘Reports’ contains all of the canned reports provided with Dataw

- Click on the ‘Dataw’ file to launch the model (as in figure 5). All canned reports, queries and ad hoc queries can be run from this model similarly as in the client/server model.

figure 5

Navigating through the Model
          via Buttons and the Windows list 

Like the client/server model, you can navigate through the windows: Systems, Reports, Queries, etc.
- click on the corresponding buttons. (See figure 6 below).


figure 6

You can also go directly to a window via the drop-down box located in the upper left corner:
- click on the down arrow will show a list of all windows in the model. (See figure 7 below).   
  

  figure 7


Queries
            Opening Queries
           
Running Canned Queries
           
Using Prompts
           
Creating Ad Hoc Queries
            Saving Query Results
            Interrupting a Query

Although the Web interface for designing queries is slightly different from the client/server version of BI Query the  functionality is the same.
There are some buttons on the upper right of the BI-Query window as vied in figure 8 below.

figure 8

Opening Queries
 - ‘New’ clears the window to start a new query from scratch
-  ‘Open’ will display the list of previously saved queries.

figure 9

Canned Queries
Like the client/server model, queries can be run by clicking the title (in blue) within the BI Query menu:
- you will be prompted to log into Dataw
- enter your Hydra/Banner login and password to log in

Prompts:
When a query contains prompts, a dialog box as in figure 10 will be displayed.

The number of prompts within the query are shown in the lower left corner of the window (‘Prompt 1 of …’):
- enter the value in the text box in the upper left
- click the ‘Add’ button to insert the value into the list of selected values on the right. See figure 10.

figure 10

In figure 11 note that the term value 200340 was added to the Selected values box

figure 11

Note:
If there are values in the list that you don’t want, highlight the value and click  ‘Remove.’

-
Click ‘Next’ to move to the next prompt.

figure 12

When you have answered the prompts to your satisfaction:
- click the ‘OK’ button to submit the query.

To cancel the query submission:
- click the  ‘Cancel’ button at any time to close the dialog box

Ad Hoc Queries:
- to design an ad hoc query, double-click on the table.
- select the desired attributes from the box that pops up.
- select the fields you want to view. then click the ‘OK' button.

figure 13

A dialog window will display - you can group, sort, and qualify the selected attributes.

figure 14

For each attribute that you wish to qualify:
- click on the icon under ‘Qualify’ to enter qualifications and prompts.

figure 15

After qualifying the attributes, the qualifications are displayed in a box as in figure 16 below.

figure 16


When your query is ready:
- select:‘Run’ to retrieve data, ‘Save’ to save the query, or ‘Cancel’ to clear the screen to start over.
- after you select ‘Run,’ you will be prompted to log into Dataw
- enter your Hydra/Banner login and password

Saving Query Results
To save a result set from the Web to your desktop:
- select the ‘CSV’ (Comma-Separated Values) tab in the upper right corner

figure 17

- select ‘Open’ or ‘Save’ in the pop up dialog box that appears.

figure 18


NOTE: The CSV format will open by default in MS Excel.

Interrupting a Query
 *** WARNING ***
Unlike the client/server version of BI Query, there is no application method to interrupt a query once it has been sent to the server. However you can  interrupt a query by closing your web browser.

Web queries responses may be slow even when returning small result sets. Large query results will take longer times to complete. It is strongly recommended that you qualify your query as much as possible - limiting the result set to only those rows you really  want before submitting it

Reports
            Running Reports
            Printing Reports
            Exporting Report Data


Running Reports
As in the client/server version of BI Query you can run a report by clicking the title on the BI Query menu. You can also run a report directly from the portfolio by clicking on the report title within the folder list.    

Printing a Report from the Web:
You can print the report using your browser’s print button. However, as with printing any Web page, the format will include browser heading information. If you wish to print a hard copy of the report, pdf (Adobe Acrobat) is the best format for printing.

After running the report, select the ‘pdf’ button on the upper right, and after  the report opens in the new format, select ‘Print.’ This will eliminate printing your browser heading on the report itself. 

Exporting Report Data:
- csv: As with queries, selecting ‘csv’ will save the report information as a comma-separated values list  which opens by default in MS Excel. Choose this option if you want to export the data only.

Getting Help
         General BI Query/Web Help
            FAQs
            Contacting the Help Desk
            Searching for Reports


*  A common problem:  *
When attempting to open Dataw in Internet Explorer  you may see only a gray screen. A message similar to "Java.Lan.ClassNotFoundException"
or http://< ServerName>/ADYCodebase/com/hcl/bi/rendering/RenderApplet.class may be displayed. Should this occur, go to Tools -> Internet Options -> Advanced -> Java (Sun). Uncheck the box that says “Use Java 2 v1.3.1_02 for <applet> (requires restart).” Restart your browser.

General BI Web Help:
The ‘Help’ button on the far upper right of any BI Web window will open Hummingbird’s pre-packaged Help for BI Web.

For further assistance and information, contact Academic Technology at extension 4444, or email ATUShelpdesk@wwu.edu.

There are links to the BI Web and BI Query User Frequently Asked Questions on the ADMCS home page (http://www.wwu.edu/depts/admcs.)

Searching for Reports:
BI Web has a Search feature. From the Portfolio screen, enter a word or phrase in the ‘Search’ box in the upper right, and it will return a list of  reports containing that phrase in their titles.

This feature will NOT, however, find queries or tables/fields in the database

figure 19