My COINS BI Full User Guide
COINS%20BI%20Full%20User%20Guide
User Manual:
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Page Count: 600 [warning: Documents this large are best viewed by clicking the View PDF Link!]
- 1Contents
- 2Database Overview
- 3OA Query Language
- 4OA Calculation Syntax
- 5OA and BI Utilities
- 6End User Reporting
- 6.1OA Report Writer
- 6.1.1Key features
- 6.1.2Key Functionality:
- 6.1.3Granting Access to Report Writer and Report Runner
- 6.1.4Report Data Sources
- 6.1.5 Report Data Source Definitions
- 6.1.6Report Writer - Creating a New Report
- 6.1.7Selecting the fields to print on the report
- 6.1.8Sorting, Sub-totalling, Page Breaks and Summary Levels
- 6.1.9Previewing or exporting the data
- 6.1.10Running a Report
- 6.1.11Publishing Report Writer Reports
- 6.1.12Read Only (Calculated) Fields
- 6.2Semantic Layer Exercises - Overview
- 6.2.1Exercise - A Simple Listing Report
- 6.2.2Using the Dataset in a Report Writer Report
- 6.2.3Using the Dataset in an OA Designer Report
- 6.2.4Exercise – Adding Calculated Fields to a Collection
- 6.2.5Exercise - Adding Fields to a Collection Table
- 6.2.6Exercise – Adding fields to a Collection
- 6.2.7Exercise - Summaries
- 6.3Report Builder
- 6.3.1Initial Setup
- 6.3.2Report Builder
- 6.3.2.1Canvas
- 6.3.2.2Button and Options Bar
- 6.3.2.3Opening an Existing Report
- 6.3.2.4Creating a New Report
- 6.3.2.5Data Source
- 6.3.2.6Adding Fields
- 6.3.2.7Groups
- 6.3.2.8Filters
- 6.3.2.9Run Report
- 6.3.2.10Refining the Report - Fields
- 6.3.2.11Field Positioning
- 6.3.2.12Text,Count,Calculations
- 6.3.2.13Dataset Field Update
- 6.3.2.14Adding Fields to Datasets
- 6.3.2.15Report Builder List
- 6.4Dynamic Queries
- 6.1OA Report Writer
- 7OA Designer - Overview
- 7.1Designer key features
- 7.2Functions and Sections
- 7.3Function Naming
- 7.4Function Parameters
- 7.5URL Parameters
- 7.6Forms Service Procedures and Report Selection Generates
- 7.7Page Designer
- 7.7.1Page Header
- 7.7.2Page Header Tab
- 7.7.3Page Body Tab
- 7.7.4Page Script Tab
- 7.7.5Page Forms Tab
- 7.7.5.1Adding a Page Form
- 7.7.5.2Page Forms - Add
- 7.7.5.3Page Forms - Body
- 7.7.5.4Page Forms - Body Detail
- 7.7.5.5Page Forms - Body Selector
- 7.7.5.6Page Forms - Body Span
- 7.7.5.7Page Forms - Body Update
- 7.7.5.8Page Forms - Context
- 7.7.5.9Page Forms - Detail
- 7.7.5.10Page Forms - Footer
- 7.7.5.11Page Forms - Header
- 7.7.5.12Page Forms - Multiple Update
- 7.7.5.13Page Forms - Record Header
- 7.7.5.14Page Forms - Totals
- 7.7.5.15Page Forms - Update
- 7.7.6Page Fields Tab
- 7.7.7Named Filters
- 7.7.8Browse Filters
- 7.8Report Designer
- 7.9Data Display Colour Ranges
- 7.10Alternate Line Shading on Forms and Reports
- 7.11Queries on Purchase Orders
- 7.12Calculations Overview
- 7.13Datasets - Overview
- 8Workflow Overview
- 8.1Business Benefits
- 8.2The COINS Workflow toolkit
- 8.3Example Workflow
- 8.4Workflow Groups
- 8.5Workflow Roles
- 8.6Workflow Responsibilities
- 8.7User Workflow Responsibilities
- 8.8Workflow Delegation
- 8.9Workflow Templates
- 8.10Workflow Deployment to Companies
- 8.11Workflow Monitor
- 8.12Workflow Summary
- 8.13Workflow User Variables
- 8.14Workflow Parameters (System Parameters)
- 8.15Database Triggers
- 8.1614 Import/Export Workflow Template
- 8.1715 Launching Workflow
- 8.18Using a Choose Action
- 8.1917 Method to force the closure of Workflow:
- 9Introduction or Executive Summary
- 10Building COINS Desktops - Overview
- 10.1Desktop Structure
- 10.1.1Creating the Functions (Manually)
- 10.1.2Add the Desktop to a user profile
- 10.1.3Desktop Section Functions
- 10.1.4Uploading Desktop Images
- 10.1.5Tile Rows and Columns
- 10.1.6Add the Desktop to a user profile
- 10.1.7Alternative Desktops
- 10.1.8Desktop Import/Export
- 10.1.9Smart Tiles
- 10.1.10Info Tiles
- 10.1.11Using Calculation Programs to prepare data for the Desktop
- 10.1.12Desktop Tile Values
- 10.1.13Tile Options
- 10.1.14Tables on Tiles
- 10.1.15Charts on Tiles
- 10.1Desktop Structure