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Creating a Data Analyzer Webi Report

Paige Freeman
  • Updated

Data Analyzer gives you the option to create your own reports based on a specific query you create in the application. The reports can then be saved to one of your personal folders, known as My Folders, or to one of the Public Folders.

To create a Webi report using a query:

  1. After launching Data Analyzer, select the Web Intelligence icon from the Applications section of the BI Launch Pad, as shown below.
  2. The Select a Data Source window displays, as shown below. Select Universe and then OK.
  3. The Select a Universe window displays, as shown below.
    You can either navigate through the list of universes, or type the universe name in the search field, then double-click the universe or select it and click OK.
  4. The Query Panel opens, as shown below.
  5. Select and drag objects into the Result Objects section to specify what data you want to appear in your report. You can alter the order you want the result objects to appear by clicking and dragging them within the Result Objects box.
    The Master Customer ID and the Sub Customer ID are required fields for the report if you want to use it to create a marketing list. It is not necessary to have any other information appear in the report; however, having other fields such as name and email will not harm the creation of the report.
  6. Click and drag objects into the Query Filters section to specify a filter based on each object you add.
  7. After adding each Query Filter, determine how you want the query to filter the results by selecting the values you will either accept or reject.
  8. Select the gear icon to edit your query’s properties, such as its name and limits, as shown below.
  9. When you finish editing your query, select Run to run the query.
    The report appears on the workspace.
  10. If after viewing the report, you want to edit the query, select the Edit icon, as shown below, and the query panel will open for you to edit the settings. Make sure to select Run again after you have finished making your desired changes.
  11. To edit the report title, select the arrow next to the report title tab, select Rename, then enter a new title.
  12. To further edit the appearance and page layout including background color, background image, and margins, select the wrench format icon and alter the settings as desired.
  13. When you are done modifying your report, select Save As under the disk icon drop-down.
    The Save Document window displays, as shown below.
  14. Enter the name of the report in the File Name field.
  15. Select the folder you want to store your report in from the Folders section.
    To create a Marketing List with the report you just created, you must save it in one of three folders:
    1. Marketing List - located under Public Folders > [Environment Folder] (e.g., PPRO) > [OrgID_OrgUnit] (e.g., NSSWP_NSSWP).
    2. Marketing List - located under My Folders > Favorites.
    3. Favorites - located under My Folders.
      If the Marketing List folder exists in the Favorites folder, the system will list the queries from this folder and not from the Favorites folder.
  16. Select Save to finish creating and saving your report.