Intelligence Paradigm
Enabling Pervasive BI with Guided Ad Hoc Reporting
A White Paper
by Kevin Quinn
Kevin Quinn
Table of Contents
1
Executive Summary
Ranking
Trends
12
13
Executive Summary
Organizations today face a great challenge. They must make timely business information readily
available to a large base of various users, in a way that is highly relevant and useful to each. But, the
traditional business intelligence (BI) tools at their disposal have forced them to rely on IT resources,
or teach their non-technical professionals how to navigate the complex features and functions of
ad hoc and OLAP software.
In fact, a recent report by Heavy Reading Research shows that only 25 percent of businesses can
claim that at least half of their professional and managerial employees are using BI on a regular
basis. The same report cites that the deployment of BI will likely more than double when tools
become easier to use and non-technical users can more easily embrace them.
Information Builders Guided Ad Hoc solutions empower businesses to broaden the depth and
reach of BI making more reports with more information available to more people across and
beyond the enterprise. With Guided Ad Hoc, IT professionals can quickly and cost-effectively
create a single report template, and publish it via the Web. Users can then use an easy and familiar
interface to run their own reports. They can select their measures, dimensions, sorts, filters, and
more from simple drop-down boxes resulting in the potential for thousands of different content
combinations, to satisfy the widest range of business information requirements.
Today, Guided Ad Hoc solutions are used in thousands of companies of all types and sizes. These
businesses have been able to recognize the true impact that BI can have, by putting the power of
reporting right in the hands of their end users.
Information Builders
Information Builders
knowledge of complex data sources was needed; all information navigation and investigation
could be performed instantaneously and was kept within the context of the cube.
But, OLAP had plenty of problems of its own. First, IT staff found themselves burdened with
requests for reports that included information outside the cube resulting in the need to create
new cubes or models. Additionally, data contained in cubes was often dated, and did not present a
real-time view. And, like the ad hoc reporting solutions that came before it, IT staff were forced to
install and maintain OLAP software on user PCs.
End users have also been quite vocal about the limitations of OLAP. Nigel Pendse, an independent
industry analyst who specializes in OLAP, conducted a survey of OLAP users. Among the key
problems noted were slow query performance, an inability for user groups to agree on information
needs, dynamic requirements that changed faster than cubes could be built, and the unreliability of
the software itself.
While ad hoc and OLAP solutions went a long way toward making BI capabilities available to more
people, companies still struggled to find end user reporting environments that were simple and
intuitive, yet easy and cost-effective to deploy and manage.
The real challenge? To make reports highly interactive and flexible, and at the same time, easy to
share, deploy, and access.
Guided Ad-Hoc:
Putting the Power of Reporting in the Hands of End Users
Information Builders has broken down the barriers, creating a way for organizations to rapidly and
cost-effectively deploy simple, intuitive end user reporting environments. Guided Ad-Hoc combines
the ease and simplicity of report templates with the availability and accessibility of the Internet, to
make interactive report pages readily available to end users. As a result, they are empowered to
generate their own reports in a familiar and comfortable environment, as quickly and easily as if
they were shopping online.
With Guided Ad Hoc technologies, there is no desktop software to install and maintain, no licenses
to track and manage, and no complex, hard-to-understand features for users to learn and navigate.
Developers can use WebFOCUS to build a Guided Ad Hoc report template with selectable parameters, publish it as an HTML page, and make it available via the Internet.
The process is quick and efficient, with reports of moderate complexity often being fully designed,
developed, and deployed in less than 30 minutes. Developers create one single Guided Ad Hoc
template that can be easily manipulated by hundreds or thousands of end users to meet the
broadest range of business information needs. And, best of all, the administration hassles that
comes with traditional ad hoc and OLAP solutions are completely eliminated.
Once a template has been published to the Web, users can then simply make selections from predefined parameters in drop-down menus to determine a reports content. Columns, sorts, filters,
and measures can all be tailored to meet each users particular information needs, then changed
at any time making the process dynamic and interactive by allowing them to continuously slice,
dice, and filter the view of their data. This presents the possibility of a virtually unlimited number
of different reports to be generated from a single template, without the need for hand coding or
cube construction.
Users can also save their parameter selections as personal reports, further increasing reporting
productivity by making it even easier and faster to access the vital information they need to
perform their jobs.
Information Builders
Flexible output options, such as Excel, PDF, or HTML, allow users to view information in the format
that is most relevant and meaningful to them. Or, users can choose to generate reports in Information
Builders Active Report format, which enables unhindered offline analysis from any PC or mobile
device. Additionally, users can save their selections as a personal named report (i.e. Johns Monthto-Month Revenue Comparison), then schedule it for regular repeat delivery via e-mail. This significantly accelerates decision-making by reducing the amount of time spent finding information.
And, perhaps most importantly, built-in security ensures that only authorized users gain access to
confidential business data based on their role within the organization.
Because this method is so efficient and effective, experts concur that end users will begin using it
more often to meet their critical information needs. In fact, according to Ralph Kimball in his Data
Warehouse Toolkit: The majority of the user base likely will access data via pre-built parameterdriven analytic applications.
Ranking
Rankings help users learn what is best or worst about certain aspects of their business. For example, a sales manager may want to see which 10 sales representatives are the farthest away from
achieving their quotas, or a human resources manager may want to know who the 20 highest paid
employees are.
With traditional analytical software, rankings could only be applied to different measures or categories by creating a series of new reports. Considering all the possible dimensions and measures in
an average business scenario, IT teams would need to create a staggering number of reports to
meet end user requirements.
Ad hoc and OLAP solutions should have helped to solve the problem, but the capabilities needed
to perform rankings were buried within large feature sets, making them nearly impossible for the
typical end user to find and utilize.
The report below displays the top 10 selling products for an electronics manufacturer, with the
total dollar value of all sales of these products at the bottom.
WebFOCUS Report templates allow developers to add parameters, so users can instantly filter data
in a variety of ways, or obtain more information as needed. In the report below, users have the option
to filter the data by year, quarter, month, retailer, or manufacturing plant. This not only provides for
greater flexibility and functionality in report content, it allows users to quickly uncover and understand vital patterns and trends in sales.
Information Builders
In addition to filters, dimensions and measures can also be parameterized with WebFOCUS Report
templates. The next report clearly demonstrates the power of Guided Ad Hoc, with additional
dimensions (plant, store, state, etc.) and measures (sales, units, cost of goods sold) being offered
to enable users to further alter report content. With seven possible dimensions, three possible
measures, and five possible filters, this template actually represents 21 potential different reports
that can be filtered over 8,000 different ways.
And, because it is actually just an HTML page, this report template could be deployed to an
unlimited number of users with far less time, effort, and cost than would be required if BI software
were to be installed on each desktop. In fact, one Information Builders customer gave users the
power to generate more than 350,000 different content combinations by deploying just four
WebFOCUS Report templates.
Users also have the ability to select from multiple output formats, so they can render the report in
the way that would be most useful to them as an HTML page to allow for continued browserbased viewing, an Excel spreadsheet to enable number manipulation, or Acrobat PDF for optimum
print-readiness.
Trends
Trend reports empower users to compare certain measures across time periods. For example, a
finance manager can compare last months travel expenses to this months, or a sales director can
compare revenues by quarter in a given year. Even more flexibility can be added by providing the
capability to drill-down to the detailed information behind the trends allowing the user to
leverage the same type of slice and dice functionality that is available in OLAP tools, so they can
see not only what is happening over time, but why.
But, the power of the drill-down capabilities delivered by WebFOCUS Report templates goes even
further, enabling developers to parameterize the drill-down options so users can select the most
appropriate one.
The next three reports convey how easy it is for users to analyze trends with WebFOCUS Report
templates. The first report presents this years revenues compared to last years, summarized by the
stores that sell the products. The second report shows how users can drill down on any store to see
which product categories they sold, while the third demonstrates how they can then drill even
further on each product category to see the specific products.
Information Builders
Users choose their drill-down paths at run time with WebFOCUS Report templates, a capability that
even the most powerful and flexible OLAP solutions cant provide. In the reports below, information
on sales by manufacturing plant is presented, with drill-down to specific states. Users can then drill
down from state to products.
These parameters govern the reports drill-down path.
Unlike the last set, this report starts with manufacturing plant
and drills down to state.
In this example, users have an incredible number of options to choose from 180 different reports
with 480 possible drill-down combinations, resulting in more than 86,000 unique observations from
a single report template. This empowers users to analyze trends and monitor key performance
indicators from nearly any perspective.
As you can see, this approach delivers the lowest-maintenance, highest-deployment, highest-value
business intelligence possible. Simple Web pages, containing Guided Ad Hoc templates are
accessible to any number of users, with no desktop software or cubes required. So, an unlimited
number of business information requirements can be satisfied quickly, easily, and cost-effectively.
11 Information Builders
Pershing LLC empowered more than 85,000 investment professionals to generate their own
reports and analyses through an online self-service portal. Users can quickly and easily create
trending reports and analyze stock trade patterns.
Ford Motor Company built their Global Warranty Management System (GWMS) on WebFOCUS
Guided Ad Hoc technologies. Through GWMS, approximately 14,000 dealerships around the
world can obtain customized warranty information. Since its deployment, the application has
reduced warranty-related costs by $40 to 60 million.
One of the main reasons our BI environment has been adopted so widely is because it does not require any
special experience or sophistication. If you can order a book or make travel arrangements online, youll find
our BI capabilities very easy by comparison.
Patrick Yip, Drector, Technology Group, Pershing, LLC.
WebFOCUS is powerful, and so easy to use that most users can generate reports on their own. Faculty
members can instantly get information about their students or about the student population as a whole.
Tami Kuhn, Applications Programmer, UNCC
Experiences like these have been repeated time and time again at companies of all types and
sizes. Businesses across all industries have saved countless hours of developer and end user time,
while boosting business performance by making relevant and timely information easy to access
and analyze.
Customer
Deployment Type
Number of Users
Administaff
Extranet
70,000 users
Major insurer
Intranet
15,000 users
Ford
Extranet
22,000 users
Unknown (Public)
20,000 reports/day
Royal Bank
Intranet
10,000 users
900,000 reports/month
Sony
Extranet
1,750 users
StatsWizard
Internet
Unknown (Public)
Extranet
200,000 users
300,000 reports/month
13 Information Builders
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