Summit 2016: Labs

Non-Technical Summit Tech Level non-technical | BeginnerSummit Tech Level Beginner | Intermediate Summit Tech Level Intermediate | Advanced Summit Tech Level Advanced

Best Practices in Data Visualization and Dashboard Design

Kevin Kratzer, Information Builders
Dennis McCarthy, Information Builders
Mark Winslow, Information Builders
Tech Level: Summit Tech Level Beginner
Monday 3:15PM - 4:15PM
Friday 11:00AM - 12:00PM
What are your dashboards telling you and your customers? Are they simple or complex? Can all your information consumers get the whole story at a single glance? Find the answers to these questions and more as we discuss best practices in data visualization and dashboard design.

Building More Advanced Guided Reporting InfoApps

Sandy Stulberger, Information Builders
Cheryl Hilton, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Although this is Part 2 of a sequence, sessions can be attended in any order.
Thursday 2:45PM - 3:45PM
Following on the "Basic Introduction to Portal Designer" session, this presentation/lab enables attendees to build a more sophisticated version of the guided report procedure and its corresponding HTML page. Completed versions of the report procedure and HTML page from the previous lab will be used as a starting point. Numerous enhancements will be made to the guided report, with each improvement requiring a change to the procedure, followed by a change to the HTML.

Configuring WebFOCUS for External Authentication/Authorization

Ben Naphtali, Information Builders
Terry Schwarz, Information Builders
Tech Level: Summit Tech Level Intermediate
Monday 2:00PM - 3:00PM
Thursday 4:00PM - 5:00PM
In this lab you will configure WebFOCUS 8.2 to authenticate and authorize users to Active Directory, and use the Reporting Server access control feature to authorize users to Application directories. This makes it possible to tightly integrate WebFOCUS into your organization's infrastructure for an installation that's more secure and easier to administer.

Creating Active Technology Dashboards With InfoAssist

Maria Volant, Information Builders
Lisa Scipio, Information Builders
Tech Level: Summit Tech Level Beginner
Thursday 11:00AM - 12:00PM
WebFOCUS Active Technology Dashboards are portable, interactive dashboards that can be distributed to support fast business analysis and facilitate decision-making without the connectivity requirements of most dashboard applications. Building on the power of Active Technology Reports, Active Technology Dashboards allow users to compile multiple tables and chart components into a single interactive view. In this hands-on lab, you will learn how to create and distribute Active Technology Dashboards with ease.

Dynamic Linking With Auto Drill and Auto Linking Can Get You Thinking

Maria Volant, Information Builders
Susan Trommer, Information Builders
Tech Level: Summit Tech Level Beginner
Wednesday 4:00PM - 5:00PM
Release 8.2.00 introduces auto linking and auto drill capabilities for HTML reports, allowing for better analytical insights, and making it easier to create drill-downs. This release of InfoAssist also introduces enhancements in the drill-down dialog that support multi-drill capabilities, so you can create multiple explicit drill-down links. In this lab, you will learn how to use InfoAssist to enable auto linking in different reports and charts, and see how they are dynamically linked together. You will also learn how to enable auto drill on reports and charts, and explore the data using options that enable navigation of the metadata's dimension hierarchy. You will also learn how to create user-defined drill-down links using multi-drill capabilities available via the drill-down dialog.

Easily and Simply Add Statistical Analysis to Your Reports With RStat

Andrew Kirby, Information Builders
Tech Level: Summit Tech Level Beginner | Prerequisite: Familiarity with App Studio.
Wednesday 1:30PM - 2:30PM
In this hands-on lab, you'll learn how to simply and quickly take information and develop a model that can then be applied to all of your data and used to enrich reports and dashboards with advanced intelligence.

Excel Solutions: Tips and Techniques

Kathy Kendall, Information Builders
Michelle Moody, Information Builders
Tech Level: Summit Tech Level Beginner
Thursday 1:30PM - 2:30PM
Microsoft Excel continues to be one of the most popular tools for storing, accessing, and analyzing business information. This hands-on lab provides tips and techniques for building complex multi-sheet workbooks that take advantage of the latest in WebFOCUS and spreadsheet technology. Examples will demonstrate enhanced features using the XLSX report format in WebFOCUS for Excel 2007, Excel 2010, and Excel 2013 and higher, as well as key styling techniques that will be useful across all report formats.

Getting Started With BI Portal in 8.2

Jim Thorstad, Information Builders
Gary Cliff, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Lab participants should have some experience using BI Portal Designer
Tuesday 4:00PM - 5:00PM
Thursday 1:30PM - 2:30PM
Join us for a hands-on session creating BI Portals that your users will enjoy using. We'll cover the basics as well as new features available in release 8.2.01, including media query-based responsive behavior, responsive filter controls, enhancements to the Easy Selector, new CSS theming capabilities, and more.

Introducing WebFOCUS Business User Edition

Richard Sitt, Information Builders
Kathy Kendall, Information Builders
Tech Level: Summit Tech Level non-technical
Tuesday 1:30PM - 2:30PM
The new WebFOCUS Business User Edition enables self-service workgroup analytics for departments and smaller organizations. Participants in this lab will learn how to navigate and manage this new WebFOCUS solution to optimize the loading of data and the development of finished documents using the new Upload Wizard, Samples Generator, and InfoAssist+ tool. This new offering extends the WebFOCUS base product to allow analysts and business users to collaborate and share data insights with minimal intervention and support from IT staff. All WebFOCUS Business User Edition content will also run on WebFOCUS release 8.2.

iWay eBusiness Adapter

Brian Lehrhoff, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Basic concepts in EDI, message formats, and experience in iWay integration tools.
Wednesday 11:00AM - 12:00PM
In this lab, you will learn how to develop and deploy an eBusiness application using the iWay samples. You'll also discover how to build/develop, deploy, and modify the eBusiness dictionary for custom standards.

iWay Omni-Gen: Be the Master of Your Domain Part 1 - Data Modeling

Louis Deturris, Information Builders
Craig Sanders, Information Builders
Jeff Paoletti, Information Builders
Tech Level: Summit Tech Level Beginner
Monday 3:15PM - 5:30PM
This four-part series of labs is designed to maximize your understanding of, and experience with, the Omni-Gen MDM platform. This session kicks off the series with a white-boarding session that will flesh out the business case and lay down a blue print for a Data Mastering solution. This will be followed by a hands-on lab using Omni Designer to build the model supporting the business requirements.

iWay Omni-Gen: Be the Master of Your Domain Part 2 - Data Integrity

Craig Sanders, Information Builders
Jeff Paoletti, Information Builders
Tech Level: Summit Tech Level Beginner
Tuesday 1:30PM - 3:45PM
In Part 2 of our four-part series of labs covering iWay Omni-Gen, you will learn how to improve the integrity of your data using the Data Quality Suite (DQS) to handle Omni-Gen?s cleansing, matching, and merging functions. Based on the model created in the Omni Designer, your finished data quality plans will be bundled and deployed to the Omni-Gen server environment.

iWay Omni-Gen: Be the Master of Your Domain Part 3 - Integration

Inessa Gerber, Information Builders
Walter Zublionis, Information Builders
Tech Level: Summit Tech Level Beginner
Wednesday 2:45PM - 5:00PM
In Part 3 in this four-part lab series covering iWay Omni-Gen, you?ll learn about leveraging our Data Integration platform. We will acquire and transform data as it flows into Omni-Gen. This session will also include best practices for iWay Integration Application deployment and Process Flow error-handling.

iWay Omni-Gen: Be the Master of Your Domain Part 4 - Remediation

Louis Deturris, Information Builders
Don Bowers, Information Builders
Tech Level: Summit Tech Level Beginner
Thursday 8:30AM - 10:45AM
Join us for Part 4 of our series of labs dedicated to iWay Omni-Gen. Once your Data Mastering application is built and deployed, there will be some data records that require remediation by the Data Stewards. Data Governance and Remediation is delivered through the Omni Governance Console.

Location, Location, Location: Build Your BI With Mapping Insights

Kishor Rao, Information Builders
Latha Gunashekaran, Information Builders
Mithu Datta, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Basic App Studio knowledge.
Thursday 9:45AM - 10:45AM
Friday 9:45AM - 10:45AM
Almost 80 percent of business intelligence (BI) data contains a location component. WebFOCUS provides a non-intrusive workflow for building mapping applications using this information. In this lab, you will learn how to leverage this BI data to create location insights. You'll build a rich, mobile-aware location intelligence application with simple clicks using App Studio. You will also learn techniques for stylizing and adding some zing to this app. No coding or mapping experience is needed to attend this lab.

Magnify: Finding Waldo Has Never Been So Easy

Kishor Rao, Information Builders
Mona Baker, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Basic App Studio knowledge.
Wednesday 8:30AM - 9:30AM
Anyone can write a SQL query. What happens if you have unstructured content you want to query against? Magnify provides seamless search capabilities against various data sources, with links to any application, report, or URL. Come to our session to see how easy it is to load and access your data.

Making Better Decisions With InfoAssist+

Nicholas Zavalkov, Information Builders
Ira Kaplan, Information Builders
Tech Level: Summit Tech Level Intermediate
Tuesday 2:45PM - 3:45PM
Friday 8:30AM - 9:30AM
Learn how to create charts that lead to better decisions. InfoAssist+ is designed for fast and effective data discovery, focusing the viewer's attention on the most important information. Charts created during this lab will highlight design concepts you can use immediately.

Managing Reporting Server: Security, Monitoring, Debugging

Terry Schwarz, Information Builders
Tech Level: Summit Tech Level Beginner | Prerequisite: Familiarity with Reporting Server and Web Console.
Tuesday 4:00PM - 5:00PM
Friday 11:00AM - 12:00PM
This lab will cover Reporting Server security, monitoring, and debugging. Topics will include setting access privileges for server applications to make them available to only authorized users; monitoring server activities and configuring e-mail notifications; using session log, server log, and traces to debug crashes; performance problems; and security violations.

More Hidden Gems Hands-On

Walter Blood, Information Builders
Tech Level: Summit Tech Level Intermediate
Monday 2:00PM - 3:00PM
Thursday 2:45PM - 3:45PM
Experiment with some of the techniques discussed in previous Hidden Gems presentations. This session's gems will include creating indexes to speed up data retrieval; working with multiple data instances at the same time; exploring hierarchies; experimenting with McGyver and file connections; and exploring the effects of various SETs, the new user functions, and uses of structured hold files.

Navigate With Style

Kathy Kendall, Information Builders
Terry Whitmore, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: WebFOCUS basics.
Wednesday 1:30PM - 2:30PM
Navigate through your data quickly to find the key information you need, when you need it. In this lab, we will demonstrate how to build compound PDF documents, design bookmarks for report components and sort groups, and generate stylized portable interactive reports that put the details of your business at your executives' fingertips instantly.

Performance Tuning Part 2: WebFOCUS Client

Lori Pieper, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Some familiarity with WebFOCUS architecture and processing.
Wednesday 9:45AM - 10:45AM
Friday 9:45AM - 10:45AM
WebFOCUS depends upon many other systems and databases. When things begin to slow down, where do you start? This lab will walk you through the tools in the WebFOCUS Client Administration console. These tools will prove invaluable in helping to identify bottlenecks in your environment.

Performance Tuning Part 1: WebFOCUS Reporting Server

Lori Pieper, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Understanding of the WebFOCUS Reporting Server Web Console.
Wednesday 8:30AM - 9:30AM
Friday 8:30AM - 9:30AM
WebFOCUS depends upon many other systems and databases. When things begin to slow down, where do you start? This lab will walk you through the use of tools in the WebFOCUS Reporting Server web console. These tools will prove invaluable in helping to identify bottlenecks in your environment. In Part 1, we concentrate on the performance of the WebFOCUS Reporting Server.

Responsive Web Design Using the HTML Canvas

David Glick, Information Builders
Latha Gunashekaran, Information Builders
Tech Level: Summit Tech Level Intermediate
Monday 4:30PM - 5:30PM
Thursday 8:30AM - 9:30AM
Come to this lab to learn about responsive web design using the HTML Canvas within WebFOCUS App Studio. You'll build an HTML page using the HTML Canvas, which will serve as the presentation layer (launch page) for a report and chart. The page will feature examples of dynamic controls, parameter chaining (both conditional and unconditional), and a drill-down to a child report on the same HTML page. The page will also be responsive - as the screen size changes, the controls and objects will re-position to better fit the page.

Self-Service Performance Management With PMF

Bob Ferrante, Information Builders
Tech Level: Summit Tech Level Beginner
Wednesday 11:00AM - 12:00PM
WebFOCUS lets you discover, chart, and report. What then? Track key performance indicators (KPIs) and run your business with metrics using Performance Management Framework (PMF). In this 50-minute lab, you'll learn how to juggle metrics, strategy, and action. You'll also discover how to publish insights and action to the widest possible audience (consumers, managers, executives, and analysts) via gorgeous, fast dashboards that work everywhere.

The Power of ETL With DataMigrator

Clif Kranish, Information Builders
Tech Level: Summit Tech Level Beginner
Wednesday 9:45AM - 10:45AM
This point-and-click data integration session is for anyone interested in building data warehouses, data marts, and operational data stores, as well as those who want to extract data for application loading and business intelligence. Attendees will see how easy it is, using DataMigrator's graphical user interface, to build complex data flows to extract, transform, and load (ETL) data targets and process flows to control the data flow. This lab has been updated for Release 7.7.07.

The WebFOCUS 8.2 Visualization Plug-In and D3 Data Visualization Library

Ira Kaplan, Information Builders
Dan Weingart, Information Builders
Tech Level: Summit Tech Level Intermediate | Prerequisite: Basic understanding of the WebFOCUS language, JavaScript, and CSS.
Wednesday 2:45PM - 3:45PM
Thursday 11:00AM - 12:00PM
In this lab, you'll learn how to leverage the popular D3 data visualization framework to create reusable, custom visualizations for InfoAssist+. We'll use JavaScript, CSS, and D3 to create useful, custom visualizations and integrate them into InfoAssist+ using the Visualization Plug-in API introduced in WebFOCUS 8200. You'll also learn about Information Builders' data visualization community on the Github web repository, and the easy steps for downloading, installing, and modifying any of the visualizations hosted there.

WebFOCUS 8 RESTful Web Services for Everyone

Ira Kaplan, Information Builders
Nicholas Zavalkov, Information Builders
Tech Level: Summit Tech Level Beginner | Prerequisite: Some familiarity with WebFOCUS Reporting Server, Managed Reporting, and Security Administration.
Thursday 4:00PM - 5:00PM
WebFOCUS Security Administration RESTful Web Services are now included in all WebFOCUS releases, beginning with WebFOCUS 8. With Python, a fun and powerful scripting language, WebFOCUS RESTful Web Services are simple to use. Scripts developed in this lab will automate tasks, such as bulk adding and moving users across WebFOCUS 8 installations, managing content, and documenting configurations. RESTful Web Services for Managed Reporting and Reporting Server will also be covered. A Python-powered user interface, written specifically for WebFOCUS, makes Web Services interactive.