handbook - university of edinburgh

BI Suite Advanced

Handbook

Edition 1.6 April 2014 Document Reference: 3805-2014

BI Suite Advanced HandBook v.1.6 Author: Andrew McFarlane (IS Apps)

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BI Suite Advanced Handbook Introduction

This booklet accompanies the BI Suite Advanced Course. It contains all you need to get started building Webi reports and Explorer content.

Contents

Section 1: The Advanced User Role ................................................................................... 3 Create and publish new content ................................................................................................................................. 3 Assist Standard Users ..................................................................................................................................................... 3 Continuous support and training ............................................................................................................................... 3 Community .......................................................................................................................................................................... 3

Section 2: Switching between HTML & Java versions of WEBI ............................................ 4 A. HTML limitations ......................................................................................................................................................... 4 B. Switching between versions ................................................................................................................................... 4 C. Running the Java “Applet” for the first time ..................................................................................................... 5

Section 3: Web Intelligence – Creating a new report ......................................................... 6 1. Accessing the Query Panel ....................................................................................................................................... 6 3. Navigating the Query Panel ..................................................................................................................................... 8 4. How to build a simple report .................................................................................................................................. 9

Tips & Tricks ............................................................................................................................................................................ 9 Workflow for building a report from scratch .......................................................................................................... 9

5. Restricting a query using filters .......................................................................................................................... 10 A. What are filters? ............................................................................................................................................................ 10 B. Filter types ........................................................................................................................................................................ 10 C. The parts of a filter ....................................................................................................................................................... 10 i. Simple filters ..................................................................................................................................................................... 11 ii. Multi-value filters .......................................................................................................................................................... 12 iii. Prompts ............................................................................................................................................................................ 13 iv. Working with multiple filters – AND / OR ........................................................................................................ 13

6. Sub-queries (Java “Applet” Only) ....................................................................................................................... 14 Detailed Example ............................................................................................................................................................... 14 Creating a Sub-Query based on eFashion ............................................................................................................... 14

Section 4: Report Design Essentials ................................................................................. 16 1. Optimise your query (Query Panel) .................................................................................................................. 16 2. Setting document properties ............................................................................................................................... 17 3. Making documents easier to find ....................................................................................................................... 17 4. Improving report layout ........................................................................................................................................ 18 5. Publishing reports in Public Folders ................................................................................................................ 19

Section 5: BI Explorer – Basic Concepts ........................................................................... 20 1. What is Explorer?...................................................................................................................................................... 20 2. Accessing Explorer ................................................................................................................................................... 20

2.1 Opening the Explorer Home Page ....................................................................................................................... 20 2.2 Opening Explorer Content from a Public Folder .......................................................................................... 21

3. Navigating the Explorer Home Screen ............................................................................................................. 22 4. Navigating an Information Space ....................................................................................................................... 23 5. Key terminology ........................................................................................................................................................ 23


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Measures – ............................................................................................................................................................. 23 Facets – .................................................................................................................................................................... 23 Filters – .................................................................................................................................................................... 23 Exploration View Set – ...................................................................................................................................... 23

Section 6: BI Explorer - How to create an Information Space ........................................... 24 What is the purpose of my Space, and who is it for? ....................................................................................... 24 Follow these Basic Rules of Design: ....................................................................................................................... 24 1. ‘Manage Spaces’ and choosing a universe ...................................................................................................... 25 2. Setting basic InfoSpace properties .................................................................................................................... 26 3. Adding objects to the Space .................................................................................................................................. 27

A. Adding Measures ........................................................................................................................................................... 27 B. Adding Facets .................................................................................................................................................................. 28 C. Adding Filters .................................................................................................................................................................. 29 D. Removing facets, measures and filters ................................................................................................................ 30

4. Validating the query ................................................................................................................................................ 31 5. Indexing ........................................................................................................................................................................ 32 6. Finding and Accessing Your New InfoSpace .................................................................................................. 33

Getting Help Reporting & Analytics website http://www.ed.ac.uk/is/reporting-analytics

Courses available through Learn https://www.learn.ed.ac.uk/

http://www.ed.ac.uk/is/reporting-analytics

https://www.learn.ed.ac.uk/


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Section 1: The Advanced User Role

Create and publish new content

This course will teach you how to build and design reports and Explorer content that will meet your users needs.

Assist Standard Users

Offer support to users in your area with Standard rights, who may require small changes made to an existing report, such as having more objects added.

Continuous support and training

You will receive additional training and support from Information Services to help you make the most of the tools provided as part of BI Suite.

If you have questions about universe objects, data, or if you think a new standard report should be commissioned, please contact the data owning business area directly.

Community

As an Advanced User, you automatically become part of a community that will share knowledge and tips through regular meetings.


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Section 2: Switching between HTML & Java versions of WEBI

A. HTML limitations

The HTML version of the Webi reporting interface is now the default one across the University, because it is easier to access and use than the Java version. It is also the version referenced in all our training materials.

However, the HTML version of the reporting interface (including the query panel) does have some important limitations. The following features are not available to HTML users, but can be accessed by switching to the Java version of Webi.

In the Query Panel:

Create sub queries Change data source of the query Build queries based on uploaded Excel files

In your report:

Create and edit conditional formatting (although you can view conditionally formatted content in HTML mode)

Apply your own custom format to numbers in tables

A full list of differences between HTML and Java versions is given in this SAP Note.

B. Switching between versions

Please follow these steps to switch to the Java version.

1. At the top right of the BI suite webpage, select Preferences.

2. The Preferences window will now open. Do the following:

Click on Web Intelligence from the list on the left Now, under BOTH View and Modify, select the “Applet” radio button Save & Close bottom right.

http://scn.sap.com/community/businessobjects-web-intelligence/blog/2013/12/16/feature-differences-between-the-web-intelligence-clients-bi41-sp02


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C. Running the Java “Applet” for the first time

The settings changes you have made do not apply to currently open documents.

Close any open Webi documents The Java version will become available when you either:

o Re-open the document you wish to work on o Begin creating a new document

When Java runs for the first time, you may see this standard message.

If your computer needs to update Java, you may also see the prompt window below. Please consult your local computing officer about whether you should accept this update. For now, simply select Later.

The Do you want to run…? dialog box now appears, as below. This window appears the first time you use the Java Applet in BI Suite, and also each time Java on your computer is updated.

Tick the box next to Always trust…. Click Run


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Section 3: Web Intelligence – Creating a new report

In this section, you will learn how to use the Query Panel to build reports. We will cover:

1. Accessing the query panel

2. Navigating the query panel

3. Using objects to build a simple report

4. Restricting the range of data using filters and prompts

5. Applying sub-queries

1. Accessing the Query Panel The query panel is the tool you use to build Web Intelligence reports.

Access it by following these steps:

1. Click on the Web Intelligence Application on the BI Launchpad Home tab. 2. A new tab or window will open. Select the New button.

3. Select Universe as the data source. Click OK.


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4. Select a Universe from the list. Click Select. (Note: This screen may look slightly differently if you are using the Java Applet)


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3. Navigating the Query Panel

1. Display Controls – hide/show various panes

2. Available Objects pane – lists all objects available to you from the selected universe. This is the ‘toolbox’ for building the query that will be the basis of your report

3. Results – drag objects from (2) here to include them in your query

4. Filters & prompts – drag objects from (2) here to set restrictions on what data is returned by your query

5. Data Preview – click Refresh button to see a sample of the data that will be returned by your query

6. Query Tab(s) – You can have multiple queries in a report. Each query has its own ‘tab’

7. Advanced Options – for making combined queries, view SQL, etc.

8. Run Query – executes your query


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4. How to build a simple report

You can create a simple report by dragging and dropping the objects you want into the Result Objects pane (3).

Tips & Tricks

To find the object you want, type the first few letters of its name into the Search box

To remove objects from your report, drag them out of the Results pane

To include all objects in a folder, simply drag the folder into the Results pane

To add filters (next section), drag them into the Query Filters pane

Workflow for building a report from scratch

1. Launch Web Intelligence

2. Press New button

3. Select Universe as the data source

4. Select desired universe from the list

5. In the Query Panel, drag desired objects from the Available Objects pane (2) into the Result Objects pane (3)

6. Click Run Query (8)


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5. Restricting a query using filters

A. What are filters?

You can limit the amount of data that is retrieved from the data source and returned to your Web Intelligence report. by creating a query filter. Query filters have three main advantages:

Retrieve only the specific data you need to answer a specific business question

Hide data you don’t want specific users to see when they access the report

Minimise the quantity of data returned to optimize performance and size

Users who do not have rights to edit the query cannot create query filters.

B. Filter types

C. The parts of a filter

Pre-defined Yellow, built into universe. You cannot modify these.

Single and multi-value

You can create a filter from almost any object in the universe by dragging it into the Query Filters pane.

Prompted A filter that asks the person accessing the report to select the filter value.


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i. Simple filters

In this example, I am using the University’s Event Booking universe, and I want to restrict my report to only show those courses and events offered by a single provider, called IS Skills.

I need to add a simple, single value filter.

1. In the Query Panel, drag the Provider Long Name object into the Query Filters pane

2. You want to select a specific, single value to filter on here, so click the drop down arrow on the right of the filter object, and select Value(s) from list.

3. In the box that opens, search for ‘IS Skills’, and use the right arrow to add it to Selected Value(s) pane. Then click OK to confirm.


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4. You have now added a simple filter.

ii. Multi-value filters

You can add more than one value to a filter object. This is useful when you need to see a broader range of data than a single value would allow, or if you need to specify the start and end point of a date range you are interested in, for instance.

In this example, I would like to list courses delivered by IS Skills during the month of November only.

Using the Schedule Start Date object, I can set the operator to Between, and can now use the two Open Calendar buttons to specify the date range, as below.


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iii. Prompts

When you want the user to select what data to return, then rather than pre-defining the filter value for them – as in the examples above – you can create a prompted filter. A prompt ‘asks’ the person accessing the report to choose the values they want before the report will load.

In this example, I add a filter that will prompt the user to select the course provider for themselves. However, you can make prompts out of all objects.

1. Select Prompt from the Define filter type menu.

2. That’s it! Now when a user runs the query, they should see the following dialogue box, which will let them select the values they want:

iv. Working with multiple filters – AND / OR

When you add a filter, it tells Web Intelligence to only return data if the condition set by the filter is met.

When you add a second filter, Web Intelligence puts an AND between the two conditions. If you double-click the AND it becomes an OR.

So, when should you use AND or OR?

AND Use when you only want to return data if BOTH conditions are met.

OR Use when you only want to return data if only one of the conditions is met.


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6. Sub-queries (Java “Applet” Only)

See Section 2 above for guidance on switching to the Java version of the query panel.

When you build a report, you use objects to create your main query. To restrict the amount of data returned, you can use filters.

Sub queries are powerful filters that are useful in two ways ordinary filters are not. Use them when:

You don’t know the value you want to filter on in advance of running the query. The value is one that changes over time.

A sub query acts upon the results provided by the main report query, and can filter it to display a specific subset of data.

Detailed Example

A School runs a programme of study – Programme X – where it is believed, but not known for certain, that students get the highest average course marks of any programme run by the School. They would like evidence for this, and so commission a report to compare the average course marks of students across programmes. Particularly, they would like to find out if there are programmes where the average student course mark is actually higher than Programme X.

The average course mark for students in Programme X is not currently known, however. If it were known, the report would be relatively easy to write. The writer could create a simple filter to return marks greater than the figure, say 76.2%. When the report is run, it will always look at this figure and return marks greater than it.

Hardcoding the filter with a numerical figure creates a problem in this situation, however, because the Programme X average mark figure may change in the future.

It would be much better if we could instead have a filter that said: find the average mark of Programme X, and then only provide me with marks that are greater than it.

To do this, we must create a ‘sub’ query – a secondary query that will act upon the results provided by the main report query. The main report query will tell us what the average mark is of all programmes, including Programme X; the sub query will then look for the Programme X figure and use it to display the set of filtered data we want.

Creating a Sub-Query based on eFashion

We have been asked by the manager of the Seattle store to produce a report that will list stores and their revenue when the store’s revenue is higher than the San Francisco store’s.

1. Create a new Web Intelligence document based on the eFashion universe.

2. In the Query Panel, drag the Store name and Sales revenue objects into the Result Objects pane.

3. Click on the sub query button at the top right of the Query Filters pane. Note you need to be using the Java Applet Design view to see this button.


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4. A sub query template appears:

5. Drag in the Store name object into the position highlighted by the arrow at 3.

6. Now configure the sub query as follows:

This sub query will return the store name of all stores that have a sales revenue greater than or equal to that of San Francisco.

In other words, the query will check what the sales revenue is for San Francisco, and then look for and display records of stores where the sales revenue is equal to or greater than it.


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Section 4: Report Design Essentials

Use the tips in this section to help you create efficient, identifiable, easy to use reports that deliver the information people want in an appropriate form.

1. Optimise your query (Query Panel)

Prompt Text. You can change the text of filter prompts to make it clear to users what is being asked for. Use the Show prompt properties button next to the filter in the Query Panel to make changes to the text.

Filter Range. For efficiency, ensure filters are as specific as possible; broad filters take longer to return data.

Filter / Prompt Order. Ensure filters are in an efficient order, e.g. if you wanted to check who is on specific academic course, you would need two filter objects; UUN + Course Name. If UUN is the first filter, the query will search all UUNs for those associated with that course. This is inefficient because the search is too broad. Instead, filter on the Course Name first, and the ask for UUNS related to that course.

Multiple Queries. A document can be based on more than one query. Inside the query panel you can add another query using the “Add Query” button. A new tab will open inside the query panel (located bottom left) allowing you to select a separate set of objects for your new query. You can choose objects either from the same universe or from another you have access to.

o The results of each query are presented separately in their own report tabs in the document, once it loads.

Renaming Query Tabs. If you are using multiple queries, label query tabs (bottom left) to indicate the purpose of the query. This will make it easier to identify which query you are working with. The name of the corresponding report tab in the document will be updated automatically, helping you to quickly establish, within the document itself, what data you are looking at.


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2. Setting document properties

As well as optimising your query, you can add further value to your reports by setting general document properties. These can be accessed from inside the loaded document. Located top right click on the Properties tab > Document.

Refresh on Open. Set your document to refresh on open to ensure the user is viewing the latest version of the data. This will increase loading time. The alternative is to leave this unset. The document will load quickly using the last run data. Users will need to refresh the document to bring in the latest data. To change this setting, click Document Summary in the panel on the left and click Edit. Tick the Refresh on open checkbox, click OK and save the document.

3. Making documents easier to find

Do the following by right clicking the document’s name and choosing Properties, as illustrated below:

.

Title. Give your document a title that reflects and explains its function.

Description. Add a description that clearly describes what the document does and not do. This will be visible to users.

Keywords. Add keywords so that it can be found more quickly using Search.

Location. Publish to the correct public folder.


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4. Improving report layout

You can find more information on how to do the following via the ‘Getting Started with BI Suite’ workbook, or from the same named online course, available through Learn.

Summary Tab. You can include a summary tab in your document that contains information about what the document does and what objects it uses.

o To create the new tab, right click an existing report tab and choose Add Report.

o Use pre-defined cells (Report Elements tab > Cell sub-tab) to add in useful information about the report.

Report Tabs. If you have more than one report tab name them sensibly.

Footer. Include page numbers in the Footer.

Header. Include Document Author and Last Refresh Date in the Header.

Layout. Tweak report layout to make it easy to navigate, e.g. use sections and breaks to divide up blocks of data into clear and logical blocks.

Adding Objects. Include objects you know your users might need in the report. This will save time modifying reports later. Do not include too many objects as this will slow down the report.


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5. Publishing reports in Public Folders

You may already be able to share reports using spaces set up by some corporate areas. For instance, Student Systems allows Advanced users to copy reports into the folder called ‘Locally Developed & Maintained’. Finance allows Standard and Advanced users to share reports using the ‘Finance Shared Reports’ folder.

However, if you have created a very useful report or Information Space and think it should be reviewed and made more widely available, you may submit it for publication.

The publication process is the same for each of the three main areas of HR, Finance and Student Systems. These are the steps you should follow:

A sub-folder called ‘For Publication’ should be visible to you in the area’s main folder:

Copy into it the report you wish to submit for publication. Do this by:

o Right clicking the desired report in your Favorites folder. Hit Organise > Copy.

o Navigate to the For Publication folder, double click it, so you can see inside it. Now right click inside it. Hit Organise > Paste. Your report will now appear in that folder.

Your report will be reviewed by a publisher in that area.

You will be informed of the outcome.


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Section 5: BI Explorer – Basic Concepts

1. What is Explorer?

SAP BusinessObjects Explorer is a new data discovery application that enables casual / ad-hoc data visualisation and reporting for users with strong business knowledge but no technical reporting ability (e.g. senior management, business analysts).

You can quickly filter your data to focus on a specific business question, or you can simply play with your data and begin to identify new patterns not apparent through traditional static Webi reporting.

Explorer offers excellent data visualisation and Explorer reports can be saved, exported or sent by email.

Explorer is intuitive and no user training is really necessary. It’s best to just get started and play. You can’t break it or corrupt the data in any way. It’s safe and easy to use.

2. Accessing Explorer

There are two ways to access Explorer:

1. Access the Explorer Home Screen to view, manage and create Information Spaces.

2. Directly open the specific Information Space you want from the Public Folders. (You cannot create content this way.)

2.1 Opening the Explorer Home Page

Note: You need to open Explorer this way if you want to create Information Spaces. The option to create is not available from inside an Information Space that you have accessed from a Public Folder.

Click on the Explorer Application on the BI Launchpad Home tab.

Explorer will open in a new browser window and present you with the Explorer Home Screen.


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2.2 Opening Explorer Content from a Public Folder

You can open specific Explorer content without going to the Explorer Home Screen, since the Information Spaces available to you will be visible in the Public Folders, alongside your Web intelligence reports.

Explorer content can be easily distinguished from Webi reports in two ways. 1. By the Type, as listed after the Title. 2. By the icon before the Title. (1) Information Space, (2) View Set (1) (2)


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3. Navigating the Explorer Home Screen

The Explorer Home Screen will be displayed with a list of the Information Spaces you have access to:

1. Choose to show a list of available Information Spaces or a list of Exploration View Sets (“View Sets” are user-defined views of existing Information Spaces).

2. Your list of available content, which you can filter by ‘Created by’, and see when it was ‘Last Indexed’.

3. Search for specific content in the Search box. 4. Click the Properties button to see key information about the item, such as

which Public Folder it is in, and which ‘Universe’ it is based on. 5. Manage Spaces lets you create Information Spaces. (Button disabled for

Standard users.) 6. Consult the Help for information on creating and managing Explorer

content.


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4. Navigating an Information Space

The majority of users will only access Information Spaces. Here are some concepts and terminology you need to be familiar with.

An Information Space is divided into three panes:

Facet pane – to see and choose your data Filter pane – to filter your data Visualization pane – to visualise your data

5. Key terminology

Measures – Measures are numerical data and are the values that you will sum across the report, e.g. Number of Students, Stock Inventory, Total Spend etc.. Measures can be used together to show comparisons, percentages and trends.

Facets – A facet is a list of related dimensional values in the Universe (Student, College, Date etc.) and can be organised into Facet Groups. E.g. a Student Facet group could contain: Name, Matriculation Number, HESA Number and DoB. A Course Facet group could contain Course Code, Title, School Name and Enrolment Quota.

Filters – These are pre-defined Universe filters e.g. Current Academic Year, College.

Exploration View Set – Once an Information Space has been created and published by an Advanced user, it becomes available to use. Those with access to it can use the filters to create the “view” of the data they desire, i.e. to target and pinpoint a particular subset of data. They can save this “View” to their Favorites folder for later reference. Advanced users can also create and publish pre-configured views of an Exploration Space.


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Section 6: BI Explorer - How to create an Information Space

There are several steps involved in creating an Information Space:

1. Access the Manage Spaces area of Explorer, and choose the Universe your new

Information Space will be based on.

2. Setting the properties of your Information Space.

3. Adding universe objects to the Space.

4. Validating the query.

5. Indexing the Information Space.

Important Notes – Please Read Carefully !!

What is the purpose of my Space, and who is it for?

Before you create an Information Space you should think carefully about the data you want to show, and include only those objects that are relevant and useful to you and your users.

Follow these Basic Rules of Design:

An Information Space must never contain all objects from a universe.

Use a max of 30 Facets for ease of use. With any more the Facet and Visualisation panes become unwieldy and cluttered. (Similarly any Webi report with more than 30 columns becomes unwieldy.)

Consider creating a large number of smaller business-focused Spaces, not a few that are big and unwieldy ‘get-all-our-data-in-there’.

If the Space takes longer than 5 minutes to Index (Step 5) then it likely contains too many objects and facets.


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1. ‘Manage Spaces’ and choosing a universe

To create an Information Space, you need to access the Manage Spaces area of the Explorer user interface.

At the top right of the Explorer Home Screen, click on Manage Spaces.

Tip: Only Advanced users have access to Manage Spaces. It is greyed out for Standard users.

After a short pause, you will see a new screen.

1. A list of all the Universes you have access to, organised by folder.

2. A list of existing Information Spaces based on the universe you have selected in the left-hand pane (in this case it shows Spaces based on the VRS universe).

3. Manage and configure existing Spaces using the drop-down menu at the right of each.

4. Create a new Information Space based on the universe you have selected in the left hand pane.

Choose the universe you wish to build an Information Space on, and click the click on the New button (“4” in the screenshot above).


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2. Setting basic InfoSpace properties

After clicking New a separate window will open that has tabs and text entry fields. We will use these to set up our Information Space.

The first tab is the Properties tab. This is where you name the Information Space and choose where it will be saved. Fill in the red boxes marked in the screenshot, using the tips provided below.

Name. Give the Information Space a logical name, e.g. “Event Booking Course Attendance 2013”.

Description. This will be visible to users, so clearly state what the Space is for.

Folder. Where do you want to publish your new Space?

o Spaces for personal use should be published to your Favorites folder.

o Spaces for public use should be published to a Public Folder, provided you have the agreement of the owning business area to do so.

Availability. The Explorable and Searchable box must always be ticked, otherwise the Information Space will not be published.

Regional Settings. Select Use End-User Settings.

Now select the Objects tab to choose which objects you would like include in your Space.


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3. Adding objects to the Space

This is where you will add Measures, Facets and Filters – the building blocks of your Space.

A. Adding Measures

You can select as many measures as you want, but you should try and only select the measures you actually need. Optionally, you can choose not to select any of the measures available in the universe, and can use the Explorer default measure called ‘Occurrences‘.

To select a measure, expand the Measures node in the Universe pane. This displays a list of available measures. Select the ones you need and click the right arrow to add them to the Information Space.

Tip- You can select them individually or press [Ctrl] to choose more than one at once.


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B. Adding Facets

This is the data that you will measure against. The facets you select do not actually need to be used in the final report, but it is useful to select any fields that could be used as a filter. You can organise facets into facet groups. This is useful for creating data ‘hierarchies’ which can allow the users to drill down in a meaningful way, i.e. College>School or Year>Month>Day.

Tip- When selecting the facets think carefully about what you need. Any unnecessary facets will increase the indexing time of the Information Space. If you are going to group them, then select the facets group-by-group.

In the Universe pane select the facet(s) you require and click the right arrow button.

To group facets, select the ones you wish to group and go to New > Facet Group.

This will group the facets under a facet group that you can select and re-name.


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Repeat this for as many facet groups as you need to create. You can expand each group to view the individual facets. If you need to add any more facets to a group you can drag them from the Universe pane, straight into the group.

Organising Facet Groups

You can order the facets in each group by dragging them up or down within the group, and can also change the order of the groups in the same way. This is the order they will display in the Information Space.

C. Adding Filters

Select the filter in the Universe pane and click the right arrow button.

Tips:

The filter needs to be defined in the Universe. You can select multiple filters, but you should have knowledge of the filter logic to avoid any conflict. If the filters you select negate each other, the information will not index and will return an error message that no data has been returned.

Once an object has been selected it will no longer appear in the Universe pane.


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D. Removing facets, measures and filters

To remove a Facet, Measure or Filter select it in the Facets, Measures and Filter pane and click the left arrow button to move it back into the Universe pane.

If you need to delete a facet group, select it and click the Delete Selected Group (X) button.

A dialogue box will appear – click Remove Facet Group Only.

Tip

If you need to remove a facet group plus all the facets it contains choose Remove Everything.


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4. Validating the query

When you have selected all the objects you want, click the Validate button at the top right of the objects pane. The system will now check to ensure the underlying logic of your query is correct.

You should get the following message:

Click Finish, and then select OK.

You will be returned to the Manage Spaces window.


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5. Indexing

Before you can use your newly created Information Space, you must index it – this brings all the relevant data and values, related to the objects you have chosen, into the space and makes them ready to be displayed.

The Action box on the right of your new Information Space has a drop-down list, as shown below. Open the list and choose Index Now.

While Indexing is running you will see a timer icon and the ‘Cancel Indexing’ option will become selectable.

Indexing should typically take between 20 seconds and 5 minutes depending on the number of objects selected and the size of the data set.

Once indexing has completed the Action box will display a green tick next to it.

Important Note!

If the Indexing takes more the 5 minutes then you should cancel and review the data you have selected in your Information Space - specifically the number of facets.


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6. Finding and Accessing Your New InfoSpace

Now click on the Home tab, and Refresh List. The new Information Space will appear in the list with the date it was created.

To amend the Information Space, return to the Manage Spaces area, open the Information Space, go to the Objects tab, and add/delete any objects as needed.

If you make any amendments you must:

Re-validate Re-index

You are now ready to explore the Information Space.

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