When you open a Web Intelligence document with a reader profile, you can perform navigation actions.
The default user interface includes these elements:
- The Main toolbar has four sections: File, Query, Analyze, and Display.
- The Main panel has six sections: Sort, Ranking, Report Map, Comments, Document Properties, and Prompts.
Freeze Header
Freeze header lets you keep the headers of a table (vertical, horizontal, or cross table) visible at the top of the report as you scroll.
To enable freeze header for:
- All tables in the report, click the Freeze Headers button on the toolbar.
- An individual table and set the number of rows or columns to freeze, right-click the table and select Freeze Header from the context menu. The Freeze Header dialog box opens, where you can set these options.
Fold/Unfold
Fold and Unfold lets you expand or collapse sections, tables, or breaks in your report.
This feature is useful for large datasets. It gives you a cleaner view while keeping details available.
Presentation Mode
In Presentation mode, you can set how often to refresh queries and which reports to cycle through. This is useful for dashboard documents where you need to monitor data often.
Click the Presentation mode button in the Display section of the toolbar.
The Presentation Mode dialog box opens with these options:
| Parameter | Description |
|---|---|
| Auto-refresh every | Set how often to refresh data. |
| Switch reports after | Set how long to display each report. |
| Display in full screen | Choose whether to show the report in full screen. |
| Show reports tabs | Choose whether to show or hide report tabs in the toolbar. |
| Show refresh bar | Choose whether to show or hide the refresh bar in the toolbar. The refresh bar shows the date and time of the last refresh. |
Maximizing Charts
When you maximize a chart or custom element using the Maximize button in the floating toolbar, a navigation window appears in the top-right corner of the chart. This window shows a full preview and the zoom area of the chart.
You can click this window to move the zoom area or drag it to reposition.
To show or hide this window, click the Show or Hide Navigation button in the floating toolbar.
In the floating toolbar, you can also use the Zoom In and Zoom Out buttons to set the zoom level.
Vanishing Toolbar
Web Intelligence shows a Vanishing toolbar at the bottom of the screen, in addition to the Main toolbar at the top.
The Vanishing toolbar helps you navigate and view report pages. It includes a page browser, zoom controls, and display options to change the report layout.
You can switch between Page mode (shows the report as it prints) and Quick Display mode (continuous scroll). You can also use the Fit to Width and Fit to Page buttons to resize the report for easier viewing.
Vanishing toolbar features in Reading mode:
| Task | Description |
|---|---|
| Page browser | You can move forward or backward one page, enter a specific page number, or toggle to the beginning or end of a report in a document. |
| Zoom in a report | You can zoom in and out in a report. |
| Toggle between page displays | You can switch between the quick display mode and the print layout. |
| Fit to width | You can set the report size to fit the entire screen in Web Intelligence. |
| Fit to page | You can set the report size to use and fit to the entire screen in Web Intelligence. |
| Pin Vanishing toolbar | Click to pin or unpin the vanishing toolbar. |
Shortcuts
Keyboard shortcuts in Web Intelligence are key combinations you can use to perform common actions quickly. For example, you can use Control and C to copy text.
Shortcuts help you save time and work more efficiently. You can use them for tasks such as saving your work (Ctrl and S), undoing a change (Ctrl and Z), or copying and pasting report elements (Ctrl and C and Ctrl and V).
The following table lists some examples:
| Windows Shortcut | Mac Shortcut | Description |
|---|---|---|
| Alt + Shift + Q | Opt + Shift + Q | Open the Query panel. |
| Ctrl + Z | Cmd + Z | Undo latest action. |
| Ctrl + Y | Cmd + Shift + Z | Redo latest action. |
| Alt + D | Alt + D | Open Display Settings panel. |
| Alt + 2 | Opt + 2 | Display Design mode. |
| Ctrl + A | Cmd + A | Select all report elements. |
| Ctrl + S | Cmd + S | Save a document. |
Let's Summarize What You've Learned
- The Web Intelligence interface includes a Main toolbar and a Main panel, each with distinct functions.
- Use features like Freeze Header, Fold/Unfold, and Presentation mode to manage and present report data effectively.
- Maximize charts and use the Vanishing toolbar for improved report viewing and navigation.
- Apply keyboard shortcuts to perform common actions quickly and increase efficiency.